ISHARES TR

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IWV·464287689·US·ETF

IWV (ISHARES TR) is held by 146 institutional investors as of Q2 2026. Largest holders: GOLDMAN SACHS GROUP INC ($835.8M), SCS Capital Management LLC ($792.5M), MORGAN STANLEY ($492.6M). Net institutional sentiment: Mixed.

146

Holders

(22 Elite)

$7.3B

Total Value

50% (133)

Consensus

66 buying - 67 selling

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

Smart Money Verdict

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Institutional (13F)60

Insider (Form 4)51

Activist (13D/13G)77

Congressional (STOCK Act)39

Holder Quality

49

★★★★★

Elite

77

★★★★

Strong

57

★★★

Solid

15

★★

Below

78

★

Weak

Held by 146 funds

22 elite

Who's Trading

Source dates: Price Oct 19, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (146)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
GOLDMAN SACHS GROUP INC	Increased	2M(+15.2%)	$835.8M	0.1%	+34.38%	36
SCSCS Capital Management LLC	Decreased	1.9M(-0.4%)	$792.5M	7.5%	+161.30%	0
MORGAN STANLEY	Decreased	1.2M(-12.3%)	$492.6M	0.0%	+39.18%	0
BlackRock, Inc.	Decreased	1M(-44.2%)	$428.3M	0.0%	+26.44%	0
NORTHERN TRUST CORP	Decreased	993,509(-0.5%)	$423.6M	0.0%	+132.13%	0
BANK OF AMERICA CORP /DE/	Decreased	680,045(-26.4%)	$290M	0.0%	+61.49%	0
JPMORGAN CHASE & CO	Increased	479,995(+0.9%)	$203.1M	0.0%	+33.54%	31
LPL Financial LLC	Increased	465,469(+1.8%)	$198.5M	0.0%	+124.26%	31
FWFocus Partners Wealth	Increased	440,213(+22.1%)	$187.7M	0.2%	+37.17%	44
AMERIPRISE FINANCIAL INC	Increased	405,547(+1.6%)	$173M	0.0%	+85.37%	31
PNC FINANCIAL SERVICES GROUP, INC.	Increased	348,820(+3.9%)	$148.7M	0.1%	+102.04%	31
Bank of New York Mellon Corp	Decreased	331,519(-2.1%)	$141.4M	0.0%	+100.72%	0
HighTower Advisors, LLC	Increased	319,386(+0.4%)	$136.2M	0.1%	+77.94%	36
FMR LLC	Decreased	301,846(-22.2%)	$128.7M	0.0%	+32.68%	0
UBS Group AG	Decreased	295,890(-0.1%)	$126.2M	0.0%	+163.97%	0
GAGotham Asset Management, LLC	Increased	292,440(+1.3%)	$124.7M	0.3%	+16.83%	36
Lido Advisors, LLC	Decreased	268,919(-2.2%)	$114.7M	0.3%	+38.66%	0
WELLS FARGO & COMPANY/MN	Decreased	244,347(-3.2%)	$104.2M	0.0%	+61.46%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	242,291(-12.1%)	$103.3M	0.1%	+57.56%	0
Corient Private Wealth LP	Decreased	216,236(-4.4%)	$92.2M	0.1%	+67.96%	0

Showing 1-20 of 148

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IWVISHARES 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