iSHARES TRUST - IWX

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$4.253B
QoQ value delta ($000)
+$1.193B (+38.99%)
Implied price effect (QoQ)
+15.08%
Shares
Total shares
42,063,036
QoQ shares delta
+7,233,983 (+20.77%)
Total shares held by funds (by quarter)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
TIAA TRUST, NATIONAL ASSOCIATION 1,133,933 12,344,150 2.72%
Envestnet Portfolio Solutions, Inc. 581,685 6,332,301 2.04%
FIRST CITIZENS BANK & TRUST CO 549,647 5,983,534 11.47%
Align Financial, LLC 428,343 428,343 0.25%
ENVESTNET ASSET MANAGEMENT INC 283,279 3,083,814 0.08%
AE Wealth Management LLC 99,310 1,081,107 0.57%
Lido Advisors, LLC 89,332 973,669 0.27%
Clark Capital Management Group, Inc. 66,327 722,045 0.41%
LPL Financial LLC 58,867 640,842 0.02%
SVB WEALTH LLC 46,702 508,406 2.75%
Wilmington Savings Fund Society, FSB 46,471 505,899 1.09%
First Citizens Asset Management, Inc. 44,780 487,483 15.66%
FIRST CITIZENS INVESTOR SERVICES, INC. 40,689 442,953 15.52%
AMERIPRISE FINANCIAL INC 39,916 434,573 0.01%
Richard P Slaughter Associates Inc 37,798 411,476 7.92%
Orion Porfolio Solutions, LLC 33,249 361,960 0.24%
UBS Group AG 31,335 341,122 0.01%
JSF Financial, LLC 25,201 274,344 5.22%
Kingdom Financial Group LLC. 25,146 273,745 7.77%
Cetera Investment Advisers 24,160 263,019 0.03%
JPMORGAN CHASE & CO 24,001 261,280 0.0%
Bryn Mawr Trust Advisors, LLC 23,684 257,834 1.14%
MORGAN STANLEY 23,167 252,202 0.0%
Compton Wealth Advisory Group, LLC 22,970 250,061 5.02%
RTD Financial Advisors, Inc. 22,263 242,363 2.72%