iSHARES TRUST - IWX

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$3.696B

QoQ value delta ($000)

-$558.3M (-13.12%)

Implied price effect (QoQ)

-8.35%

Total shares

39,886,912

QoQ shares delta

-2,191,436 (-5.21%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 250 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	949,016	10,240,821	3.65%
Envestnet Portfolio Solutions, Inc.	583,413	6,295,603	3.23%
FIRST CITIZENS BANK & TRUST CO	549,350	5,928,034	11.57%
ENVESTNET ASSET MANAGEMENT INC	247,779	2,673,783	0.07%
AE Wealth Management LLC	102,225	1,103,108	0.55%
Lido Advisors, LLC	89,573	966,581	0.27%
Clark Capital Management Group, Inc.	62,413	673,500	0.39%
LPL Financial LLC	53,665	579,108	0.01%
First Citizens Asset Management, Inc.	47,607	513,728	16.88%
Wilmington Savings Fund Society, FSB	46,765	504,648	1.11%
Richard P Slaughter Associates Inc	45,273	488,545	9.79%
SVB WEALTH LLC	42,623	459,948	2.81%
TIAA TRUST, NATIONAL ASSOCIATION	37,864	408,593	2.3%
AMERIPRISE FINANCIAL INC	35,594	383,852	0.01%
UBS Group AG	32,721	353,100	0.0%
Lloyd Advisory Services, LLC.	27,018	291,555	7.73%
Kingdom Financial Group LLC.	27,018	291,555	7.73%
Orion Porfolio Solutions, LLC	26,176	282,468	0.22%
JPMORGAN CHASE & CO	26,045	286,689	0.0%
JSF Financial, LLC	25,929	279,803	5.08%
RTD Financial Advisors, Inc.	25,019	269,988	3.07%
Compton Wealth Advisory Group, LLC	22,847	245,302	5.09%
Bryn Mawr Trust Advisors, LLC	22,468	242,458	1.09%
BANK OF AMERICA CORP /DE/	22,434	242,091	0.0%
Cetera Investment Advisers	22,177	239,314	0.02%