How many shares of IWR does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 4.5M shares of IWR (ISHARES TR).

What is ENVESTNET ASSET MANAGEMENT INC's IWR position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's IWR position is worth $496.5M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling IWR?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC increased their IWR position (+0.7% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy IWR?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in IWR in 2018-Q4. They have held the position across 31 quarters.

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ENVESTNET ASSET MANAGEMENT INC

IWR
31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in ISHARES TR

Current Value

$496.5M

Current Shares

4.5M

Total Value Change

+$260.7M

Total Shares Change

-571,603

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	4.5M	+0.7%	$496.5M	0.1%	$110.32	38
2026-Q1	Decreased	4.5M	-2.8%	$434.8M	0.1%	$101.75	0
2025-Q4	Increased	4.6M	+13.9%	$442.7M	0.1%	$97.26	42
2025-Q3	Decreased	4M	-0.4%	$390M	0.1%	$96.09	0
2025-Q2	Decreased	4.1M	-1.9%	$372.8M	0.1%	$90.83	0
2025-Q1	Decreased	4.1M	-1.4%	$351.5M	0.1%	$83.76	0
2024-Q4	Decreased	4.2M	-1.2%	$370.6M	0.1%	$87.25	0
2024-Q3	Decreased	4.2M	-3.6%	$374.2M	0.1%	$86.54	0
2024-Q2	Increased	4.4M	+1.0%	$357M	0.1%	$79.38	37
2024-Q1	Decreased	4.4M	-5.1%	$366.5M	0.1%	$82.12	0
2023-Q4	Increased	4.6M	+5.2%	$357M	0.1%	$75.71	39
2023-Q3	Decreased	4.4M	-46.4%	$302.4M	0.1%	$67.15	0
2023-Q2	Increased	8.1M	+1.7%	$595.1M	0.3%	$69.85	38
2023-Q1	Decreased	8M	-5.3%	$560.3M	0.3%	$66.15	0
2022-Q4	Increased	8.5M	+5.2%	$571.1M	0.3%	$64.68	40
2022-Q3	Decreased	8.1M	-0.2%	$500.4M	0.3%	$59.75	0
2022-Q2	Increased	8.1M	+0.0%	$521.8M	0.3%	$61.99	37
2022-Q1	Increased	8.1M	+2.9%	$629.7M	0.3%	$74.90	39
2021-Q4	Increased	7.8M	+5.3%	$650.7M	0.3%	$78.45	40
2021-Q3	Decreased	7.4M	-8.3%	$582.2M	0.3%	$74.55	0
2021-Q2	Increased	8.1M	+5.0%	$643.5M	0.4%	$74.46	40
2021-Q1	Increased	7.7M	+4.2%	$571.7M	0.4%	$69.06	39
2020-Q4	Increased	7.4M	+10.4%	$508.7M	0.4%	$63.86	41
2020-Q3	Increased	6.7M	+3.7%	$385.8M	0.3%	$53.18	39
2020-Q2	Decreased	6.5M	-2.1%	$347.6M	0.3%	$49.01	0
2020-Q1	Increased	6.6M	+9.0%	$286.1M	0.3%	$40.66	40
2019-Q4	Increased	6.1M	+7.0%	$362.5M	0.4%	$54.55	40
2019-Q3	Increased	5.7M	+12.8%	$317.8M	0.3%	$50.91	42
2019-Q2	Increased	5M	+5.1%	$281.4M	0.4%	$50.88	39
2019-Q1	Decreased	4.8M	-5.5%	$258.5M	0.4%	$48.96	0
2018-Q4	New	5.1M	-	$235.8M	0.4%	$41.65	51

Other major holders of IWR: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, JONES FINANCIAL COMPANIES LLLP, BANK OF AMERICA CORP /DE/

IWR31 quarters

IWR
31 quarters