ISHARES TR

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IYW·464287721·US·ETF

IYW institutional ownership changes in Q2 2026: 68 institutions opened or added positions, 80 trimmed or exited. IYW (ISHARES TR) is held by 154 institutional investors as of Q2 2026. Top institutional shareholders: MORGAN STANLEY ($1.3B), BANK OF AMERICA CORP /DE/ ($866.2M), LPL Financial LLC ($765.7M). Net institutional sentiment: Mixed.

154

Holders

(25 Elite)

$8.8B

Total Value

46% (148)

Consensus

68 buying - 80 selling

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

Smart Money Verdict

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Institutional (13F)80

Insider (Form 4)51

Activist (13D/13G)80

Congressional (STOCK Act)61

Holder Quality

82

★★★★★

Elite

12

★★★★

Strong

10

★★★

Solid

48

★★

Below

77

★

Weak

Held by 154 funds

25 elite

Who's Trading

Source dates: Price Oct 23, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (154)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	5M(-1.3%)	$1.3B	0.1%	+65.93%	0
BANK OF AMERICA CORP /DE/	Increased	3.4M(+0.7%)	$866.2M	0.1%	+192.06%	32
LPL Financial LLC	Decreased	3M(-0.1%)	$765.7M	0.2%	+131.61%	0
UBS Group AG	Decreased	1.7M(-1.7%)	$435.8M	0.1%	+286.60%	0
WELLS FARGO & COMPANY/MN	Decreased	1.5M(-1.6%)	$374M	0.1%	+169.60%	0
RAYMOND JAMES FINANCIAL INC	Decreased	1.4M(-2.3%)	$362.1M	0.1%	+57.05%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	1.4M(+2.4%)	$341.2M	0.1%	+150.95%	32
JPMORGAN CHASE & CO	Decreased	1.3M(-8.4%)	$329.4M	0.0%	+53.11%	0
SCHRODER INVESTMENT MANAGEMENT GROUP	Increased	1.3M(+1513.7%)	$310.6M	0.2%	+1.46%	60
ROYAL BANK OF CANADA	Increased	922,417(+3.3%)	$232.7M	0.0%	+85.25%	32
MANUFACTURERS LIFE INSURANCE COMPANY, THE	New	795,221	$200.6M	0.2%	-0.37%	51
HSBC HOLDINGS PLC	Decreased	794,128(-18.8%)	$200.3M	0.1%	+51.67%	0
FIL Ltd	Increased	787,551(+32.5%)	$198.6M	0.1%	+26.42%	47
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	669,449(-0.1%)	$168.9M	0.2%	+154.61%	0
OSAIC HOLDINGS, INC.	Increased	638,240(+6.6%)	$161M	0.2%	+80.48%	39
AMERIPRISE FINANCIAL INC	Decreased	593,207(-2.9%)	$149.6M	0.0%	+163.63%	0
Kestra Advisory Services, LLC	Decreased	477,728(-3.6%)	$120.5M	0.4%	+80.22%	0
Cetera Investment Advisers	Decreased	462,996(-9.1%)	$116.8M	0.1%	+114.60%	0
CAPTRUST FINANCIAL ADVISORS	Increased	394,966(+30.5%)	$99.6M	0.2%	+81.93%	45
GOLDMAN SACHS GROUP INC	Increased	389,496(+17.7%)	$98.2M	0.0%	+71.98%	35

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IYWISHARES 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