ISHARES TR

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IWL·464289446·US·ETF

IWL (ISHARES TR) is held by 66 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($125.1M), BANK OF AMERICA CORP /DE/ ($92.5M), COMMERCE BANK ($80.6M). Net institutional sentiment: Mixed.

66

Holders

(11 Elite)

$809.5M

Total Value

48% (64)

Consensus

31 buying - 33 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)81

Insider (Form 4)78

Activist (13D/13G)84

Congressional (STOCK Act)81

Holder Quality

43

★★★★★

Elite

35

★★★★

Strong

51

★★★

Solid

89

★★

Below

68

★

Weak

Held by 66 funds

11 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IWL.

Top Holders

Top Holders (66)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	676,332(-3.4%)	$125.1M	0.0%	+43.60%	0
BANK OF AMERICA CORP /DE/	Decreased	500,046(-21.1%)	$92.5M	0.0%	+33.51%	0
COMMERCE BANK	Increased	435,916(+23.3%)	$80.6M	0.4%	+15.26%	43
Lido Advisors, LLC	Increased	408,608(+10.0%)	$75.6M	0.2%	+29.50%	39
AMERIPRISE FINANCIAL INC	Increased	396,002(+12.0%)	$73.2M	0.0%	+80.22%	33
LPL Financial LLC	Decreased	359,781(-4.8%)	$66.5M	0.0%	+54.75%	0
JPMORGAN CHASE & CO	Increased	186,952(+2.1%)	$34.3M	0.0%	+25.53%	30
COMMONWEALTH EQUITY SERVICES, LLC	Increased	141,776(+11.6%)	$26.2M	0.0%	+44.43%	32
ROYAL BANK OF CANADA	Decreased	138,001(-11.4%)	$25.5M	0.0%	+31.67%	0
Equitable Holdings, Inc.	Increased	98,978(+1.0%)	$18.3M	0.1%	+68.63%	34
IWIntegrated Wealth Concepts LLC	Increased	89,126(+117.3%)	$16.5M	0.1%	+13.52%	54
OSAIC HOLDINGS, INC.	Decreased	87,132(-2.9%)	$16.1M	0.0%	+33.42%	0
UBS Group AG	Increased	75,787(+7.1%)	$14M	0.0%	+44.29%	30
WELLS FARGO & COMPANY/MN	Increased	69,193(+17.2%)	$12.8M	0.0%	+47.32%	33
VOYA INVESTMENT MANAGEMENT LLC	Increased	67,225(+107.1%)	$12.4M	0.0%	+20.95%	45
HighTower Advisors, LLC	Decreased	66,972(-2.1%)	$12.4M	0.0%	+128.81%	0
Envestnet Portfolio Solutions, Inc.	Decreased	55,913(-1.4%)	$10.3M	0.0%	+86.20%	0
Creative Planning	Decreased	50,650(-7.3%)	$9.4M	0.0%	+35.65%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	47,160(-3.2%)	$8.7M	0.0%	+24.03%	0
Cetera Investment Advisers	Increased	42,173(+15.9%)	$7.8M	0.0%	+36.08%	32

Showing 1-20 of 72

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IWLISHARES TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer