Who Owns ISHARES (IWL)? -- Institutional Holders (2026-06-30)

253 institutions reported holding $1.61B of ISHARES (IWL) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($125.1M), Gilbert & Cook, Inc. ($94.0M), TOMPKINS FINANCIAL CORP ($92.7M), BANK OF AMERICA CORP /DE/ ($92.5M), COMMERCE BANK ($80.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$125.1M676,332Trimmed
2Gilbert & Cook, Inc.$94.0M508,409Trimmed
3TOMPKINS FINANCIAL CORP$92.7M501,427Added
4BANK OF AMERICA CORP /DE/$92.5M500,046Trimmed
5COMMERCE BANK$80.6M435,916Added
6Lido Advisors, LLC$75.6M408,608Added
7AMERIPRISE FINANCIAL INC$73.2M396,002Added
8LPL Financial LLC$66.5M359,781Trimmed
9Prescott Group Capital Management, L.L.C.$46.0M248,501Added
10George Kaiser Family Foundation$46.0M248,501Added
11Richmond Investment Services, LLC$40.3M218,146Trimmed
12Reliant Wealth Planning$39.8M215,106Added
13FreeGulliver LLC$38.8M209,733Trimmed
14Heck Capital Advisors, LLC$37.8M204,621Hold
15JPMORGAN CHASE & CO$34.3M186,952Added
16SEARCY FINANCIAL SERVICES INC /ADV$33.1M178,911Trimmed
17COMMONWEALTH EQUITY SERVICES, LLC$26.2M141,776Added
18Royal Bank of Canada$25.5M138,001Trimmed
19Cambridge Investment Research Advisors, Inc.$23.4M126,744Trimmed
20MANCHESTER FINANCIAL INC$22.5M121,917Added
21Equitable Holdings, Inc.$18.3M98,978Added
22Integrated Wealth Concepts LLC$16.5M89,126Added
23OSAIC HOLDINGS, INC.$16.1M87,132Trimmed
24FIRST AMERICAN TRUST, FSB$14.2M76,906Added
25UBS Group AG$14.0M75,787Added

Source: SEC Form 13F filings · as of 2026-06-30