iSHARES TRUST - IWL

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$1.386B
QoQ value delta ($000)
-$42.48M (-2.97%)
Implied price effect (QoQ)
-5.85%
Shares
Total shares
8,626,798
QoQ shares delta
+255,740 (+3.06%)
Total shares held by funds (by quarter)

Market chart (IWL)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 223 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 112,327 699,949 0.01%
BANK OF AMERICA CORP /DE/ 101,665 633,514 0.01%
Gilbert & Cook, Inc. 82,865 516,367 10.7%
TOMPKINS FINANCIAL CORP 80,056 498,861 6.38%
Richmond Investment Services, LLC 65,779 409,892 10.63%
LPL Financial LLC 60,621 377,756 0.02%
Lido Advisors, LLC 59,603 371,412 0.18%
AMERIPRISE FINANCIAL INC 56,789 353,515 0.01%
COMMERCE BANK 56,727 353,487 0.27%
FreeGulliver LLC 34,635 215,824 14.6%
Reliant Wealth Planning 33,205 206,913 10.04%
Heck Capital Advisors, LLC 32,837 204,621 2.44%
SEARCY FINANCIAL SERVICES INC /ADV 29,213 182,040 10.83%
JPMORGAN CHASE & CO 28,566 183,116 0.0%
ROYAL BANK OF CANADA 24,996 155,762 0.0%
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 21,576 134,450 2.15%
GEORGE KAISER FAMILY FOUNDATION 21,576 134,450 2.44%
Cambridge Investment Research Advisors, Inc. 20,683 128,885 0.05%
COMMONWEALTH EQUITY SERVICES, LLC 20,386 127,037 0.03%
MANCHESTER FINANCIAL INC 19,195 119,611 3.68%
Equitable Holdings, Inc. 16,724 98,015 0.11%
OSAIC HOLDINGS, INC. 14,407 89,771 0.02%
Annex Advisory Services, LLC 11,886 74,071 0.22%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 11,702 72,924 1.87%
ARCADIA INVESTMENT ADVISORS LLC 11,667 72,707 5.51%