ISHARES TR (IWR) is held by 148 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is JONES FINANCIAL COMPANIES LLLP as of Q2 2026.

Are institutions buying or selling IWR?

In Q2 2026, 78 institutions opened or increased positions in ISHARES TR while 69 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on IWR?

HoldingsIntel scores ISHARES TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for IWR. In Q2 2026, the institutional leg showed net inflows: 78 buying versus 69 selling.

How many hedge funds hold IWR?

148 institutional investors report holding ISHARES TR (IWR) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into IWR?

As of Q2 2026, tracked institutions in ISHARES TR show 78 buyers versus 69 sellers — net inflows.

ISHARES TR

IWR·464287499·US·ETF·Unknown - Unknown

148

Holders

(25 Elite)

$41.1B

Total Value

53% (147)

Consensus

78 buying - 69 selling

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

Smart Money Verdict

View all

Held by 148 funds

25 elite

Who's Trading

Source dates: Price Aug 31, 2026 · Insiders none · Activists none · Congress none

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

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JONES FINANCIAL COMPANIES LLLP	Increased	99.7M(+7.2%)	$10.9B	4.4%	+33.63%	63
BANK OF AMERICA CORP /DE/	Increased	68.9M(+4.6%)	$7.6B	0.5%	+26.13%	40
WELLS FARGO & COMPANY/MN	Increased	45.4M(+5.9%)	$5B	0.8%	+50.82%	48
$US BANCORP \DE\$ US BANCORP \DE\	Decreased	12.8M(-1.1%)	$1.4B	1.5%	+89.58%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	12.5M(+1.1%)	$1.4B	0.7%	+72.10%	45
MORGAN STANLEY	Increased	11.9M(+8.6%)	$1.3B	0.1%	+32.91%	35
Bank of New York Mellon Corp	Increased	10.7M(+0.1%)	$1.2B	0.2%	+52.28%	38
Baird Financial Group, Inc.	Increased	10.7M(+18.9%)	$1.2B	1.6%	+66.40%	59
NORTHERN TRUST CORP	Decreased	10.1M(-0.6%)	$1.1B	0.1%	+93.62%	0
ROYAL BANK OF CANADA	Increased	8.1M(+3.1%)	$895.3M	0.1%	+22.55%	39
JPMORGAN CHASE & CO	Increased	7.4M(+6.8%)	$812.9M	0.0%	+20.58%	34
UBS Group AG	Increased	7.4M(+1.5%)	$811.2M	0.1%	+63.85%	38
ENVESTNET ASSET MANAGEMENT INC	Increased	4.5M(+0.7%)	$496.5M	0.1%	+91.71%	38
TRUIST FINANCIAL CORP	Decreased	4.1M(-1.4%)	$454.5M	0.5%	+83.48%	0
FMR LLC	Decreased	3.9M(-5.3%)	$427.2M	0.0%	+27.42%	0
LPL Financial LLC	Decreased	3.7M(-0.7%)	$411.5M	0.1%	+68.45%	0
CIBC Bancorp USA Inc.	Increased	3.2M(+0.3%)	$348.4M	0.4%	+10.32%	37
AMERIPRISE FINANCIAL INC	Increased	3.1M(+2.0%)	$340.2M	0.1%	+66.56%	32
JIJOHNSON INVESTMENT COUNSEL INC	Increased	3M(+3.2%)	$331.2M	2.4%	+66.67%	55
RAYMOND JAMES FINANCIAL INC	Decreased	2.8M(-0.2%)	$308.3M	0.1%	+27.62%	0

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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

ISHARES TR

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