iSHARES TRUST - IWL

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$1.608B
QoQ value delta ($000)
+$34K (+0.0%)
Implied price effect (QoQ)
+0.0%
Shares
Total shares
8,959,734
QoQ shares delta
+100 (+0.0%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 2 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
MORGAN STANLEY 125,087 676,332 0.01%
Gilbert & Cook, Inc. 94,030 508,409 10.82%
TOMPKINS FINANCIAL CORP 92,738 501,427 6.49%
BANK OF AMERICA CORP /DE/ 92,483 500,046 0.01%
COMMERCE BANK 80,622 435,916 0.35%
Lido Advisors, LLC 75,572 408,608 0.21%
AMERIPRISE FINANCIAL INC 73,238 396,002 0.01%
LPL Financial LLC 66,541 359,781 0.01%
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 45,960 248,501 3.97%
GEORGE KAISER FAMILY FOUNDATION 45,960 248,501 4.41%
Richmond Investment Services, LLC 40,345 218,146 12.76%
Reliant Wealth Planning 39,783 215,106 10.94%
FreeGulliver LLC 38,790 209,733 13.68%
Heck Capital Advisors, LLC 37,844 204,621 2.26%
JPMORGAN CHASE & CO 34,260 186,952 0.0%
SEARCY FINANCIAL SERVICES INC /ADV 33,089 178,911 11.1%
COMMONWEALTH EQUITY SERVICES, LLC 26,221 141,776 0.03%
ROYAL BANK OF CANADA 25,524 138,001 0.0%
Cambridge Investment Research Advisors, Inc. 23,441 126,744 0.05%
MANCHESTER FINANCIAL INC 22,548 121,917 4.01%
Equitable Holdings, Inc. 18,305 98,978 0.11%
Integrated Wealth Concepts LLC 16,483 89,126 0.11%
OSAIC HOLDINGS, INC. 16,116 87,132 0.02%
FIRST AMERICAN TRUST, FSB 14,223 76,906 0.86%
UBS Group AG 14,016 75,787 0.0%