iSHARES TRUST - IWL

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$1.428B

QoQ value delta ($000)

+$143.8M (+11.2%)

Implied price effect (QoQ)

+2.75%

Total shares

8,371,058

QoQ shares delta

+636,206 (+8.23%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	124,337	728,697	0.01%
BANK OF AMERICA CORP /DE/	116,787	684,447	0.01%
TOMPKINS FINANCIAL CORP	97,454	571,143	7.58%
Gilbert & Cook, Inc.	86,894	509,259	10.92%
Richmond Investment Services, LLC	67,643	396,436	11.69%
Lido Advisors, LLC	65,208	382,370	0.19%
AMERIPRISE FINANCIAL INC	62,578	366,923	0.01%
LPL Financial LLC	48,384	283,567	0.01%
FreeGulliver LLC	37,411	219,255	13.77%
Heck Capital Advisors, LLC	34,914	204,621	2.6%
Reliant Wealth Planning	33,979	199,143	10.62%
SEARCY FINANCIAL SERVICES INC /ADV	30,370	177,992	11.26%
COMMERCE BANK	29,622	173,607	0.16%
JPMORGAN CHASE & CO	26,623	156,027	0.0%
GEORGE KAISER FAMILY FOUNDATION	22,941	134,450	3.07%
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	22,941	134,450	2.13%
ROYAL BANK OF CANADA	22,761	133,395	0.0%
McKinley Carter Wealth Services, Inc.	22,055	129,261	1.23%
Cambridge Investment Research Advisors, Inc.	21,061	123,432	0.06%
MANCHESTER FINANCIAL INC	20,218	118,491	3.78%
Equitable Holdings, Inc.	17,440	102,214	0.12%
COMMONWEALTH EQUITY SERVICES, LLC	16,986	99,550	0.02%
Composition Wealth, LLC	13,993	82,008	0.2%
KM Capital Management Ltd.	13,272	77,787	6.78%
Annex Advisory Services, LLC	12,935	75,809	0.25%