% of shares outstanding is not shown for IYW: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for IYW in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,029,2915.0M | $912M | — | TRIM -13% |
| 2 | PGIM Custom Harvest LLC | 4,545,5904.5M | $825M | — | ADD 4% |
| 3 | BANK OF AMERICA CORP /DE/ | 3,409,3513.4M | $619M | — | TRIM -4% |
| 4 | LPL Financial LLC | 3,040,2023.0M | $552M | — | TRIM -15% |
| 5 | UBS Group AG | 1,757,1731.8M | $319M | — | TRIM -4% |
| 6 | WELLS FARGO & COMPANY/MN | 1,506,1321.5M | $273M | — | TRIM -3% |
| 7 | RAYMOND JAMES FINANCIAL INC | 1,468,7831.5M | $266M | — | — |
| 8 | JPMORGAN CHASE & CO | 1,460,1811.5M | $253M | — | TRIM -64% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 1,320,7071.3M | $240M | — | TRIM -35% |
| 10 | RiverFront Investment Group, LLC | 1,005,0181.0M | $182M | — | ADD 9% |
| 11 | HSBC HOLDINGS PLC | 977,825977,825 | $177M | — | TRIM -45% |
| 12 | TWO SIGMA INVESTMENTS, LP | 920,124920,124 | $167M | — | TRIM -11% |
| 13 | ROYAL BANK OF CANADA | 892,561892,561 | $162M | — | TRIM -7% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 669,765669,765 | $122M | — | TRIM -7% |
| 15 | AMERIPRISE FINANCIAL INC | 611,190611,190 | $111M | — | TRIM -18% |
| 16 | OSAIC HOLDINGS, INC. | 598,842598,842 | $109M | — | TRIM -9% |
| 17 | FIL Ltd | 594,181594,181 | $108M | — | NEW |
| 18 | Cetera Investment Advisers | 509,382509,382 | $92M | — | TRIM -10% |
| 19 | Kestra Advisory Services, LLC | 495,359495,359 | $90M | — | ADD 11% |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 398,344398,344 | $72M | — | — |
| 21 | Portfolio Strategies, Inc. | 391,292391,292 | $71M | — | — |
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | 366,500366,500 | $66M | — | — |
| 23 | Dynasty Wealth Management, LLC | 352,756352,756 | $64M | — | TRIM -64% |
| 24 | HighTower Advisors, LLC | 350,516350,516 | $64M | — | ADD 3% |
| 25 | GOLDMAN SACHS GROUP INC | 330,991330,991 | $60M | — | TRIM -44% |
| 26 | Focus Partners Wealth | 324,275324,275 | $59M | — | ADD 4% |
| 27 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 319,444319,444 | $58M | — | — |
| 28 | PINKERTON WEALTH, LLC | 283,941283,941 | $57M | — | ADD 39% |
| 29 | CAPTRUST FINANCIAL ADVISORS | 302,706302,706 | $55M | — | — |
| 30 | Rockefeller Capital Management L.P. | 286,960286,960 | $52M | — | ADD 2% |
| 31 | JONES FINANCIAL COMPANIES LLLP | 272,075272,075 | $48M | — | ADD 13% |
| 32 | BlackRock, Inc. | 252,802252,802 | $46M | — | — |
| 33 | STIFEL FINANCIAL CORP | 246,655246,655 | $45M | — | TRIM -23% |
| 34 | Atlas Legacy Advisors, LLC | 238,125238,125 | $43M | — | — |
| 35 | Sanctuary Advisors, LLC | 231,479231,479 | $42M | — | ADD 11% |
| 36 | MML INVESTORS SERVICES, LLC | 219,713219,713 | $40M | — | TRIM -37% |
| 37 | Parker Investment Management, LLC | 204,533204,533 | $37M | — | TRIM -18% |
| 38 | Howard Capital Management Group, LLC | 180,258180,258 | $33M | — | — |
| 39 | OneDigital Investment Advisors LLC | 176,788176,788 | $32M | — | TRIM -21% |
| 40 | Private Advisor Group, LLC | 176,456176,456 | $32M | — | TRIM -3% |
| 41 | FIRST MERCHANTS CORP | 165,820165,820 | $30M | — | TRIM -2% |
| 42 | Creative Planning | 152,552152,552 | $28M | — | TRIM -5% |
| 43 | Stratos Wealth Partners, LTD. | 150,850150,850 | $27M | — | ADD 2% |
| 44 | ASSETMARK, INC | 149,687149,687 | $27M | — | ADD 20% |
| 45 | COMMERCE BANK | 146,065146,065 | $26M | — | — |
| 46 | Equitable Holdings, Inc. | 137,277137,277 | $26M | — | TRIM -10% |
| 47 | Compound Planning, Inc. | 138,883138,883 | $25M | — | ADD 4% |
| 48 | Mariner, LLC | 135,395135,395 | $25M | — | TRIM -5% |
| 49 | Cambridge Investment Research Advisors, Inc. | 134,649134,649 | $24M | — | TRIM -33% |
| 50 | Perigon Wealth Management, LLC | 117,791117,791 | $21M | — | — |
| 51 | Integrated Wealth Concepts LLC | 107,391107,391 | $19M | — | ADD 7% |
| 52 | PATTON ALBERTSON MILLER GROUP, LLC | 106,508106,508 | $19M | — | TRIM -4% |
| 53 | Capital Investment Advisors, LLC | 106,084106,084 | $19M | — | — |
| 54 | Macro Advisors, Inc. | 104,636104,636 | $19M | — | NEW |
| 55 | SAGESPRING WEALTH PARTNERS, LLC | 103,774103,774 | $19M | — | TRIM -85% |
| 56 | Stillwater Capital Advisors, LLC | 100,837100,837 | $18M | — | TRIM -6% |
| 57 | Perennial Investment Advisors, LLC | 99,54399,543 | $18M | — | — |
| 58 | Advisory Services Network, LLC | 96,15996,159 | $17M | — | TRIM -13% |
| 59 | TRITONPOINT WEALTH, LLC | 95,32695,326 | $17M | — | — |
| 60 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 92,01792,017 | $17M | — | TRIM -23% |
| 61 | BANK OF MONTREAL /CAN/ | 91,44891,448 | $17M | — | TRIM -12% |
| 62 | Corient Private Wealth LLC | 91,37891,378 | $16M | — | TRIM -51% |
| 63 | First Citizens Financial Corp | 90,01790,017 | $16M | — | — |
| 64 | HC Advisors, LLC | 89,02889,028 | $16M | — | ADD 7% |
| 65 | RVW Wealth, LLC | 88,76688,766 | $16M | — | ADD 4% |
| 66 | FMR LLC | 86,12786,127 | $16M | — | ADD 5% |
| 67 | Mendel Capital Management LLC | 86,10886,108 | $16M | — | NEW |
| 68 | Cerity Partners LLC | 85,86385,863 | $16M | — | ADD 8% |
| 69 | Merit Financial Group, LLC | 84,63284,632 | $15M | — | TRIM -12% |
| 70 | Migdal Insurance & Financial Holdings Ltd. | 80,35180,351 | $15M | — | — |
| 71 | TRUIST FINANCIAL CORP | 78,98378,983 | $14M | — | TRIM -7% |
| 72 | WCG Wealth Advisors LLC | 76,70376,703 | $14M | — | TRIM -13% |
| 73 | &PARTNERS | 76,97076,970 | $14M | — | TRIM -15% |
| 74 | Atria Investments, Inc | 76,28876,288 | $14M | — | ADD 29% |
| 75 | SCHRODER INVESTMENT MANAGEMENT GROUP | 78,17378,173 | $14M | — | TRIM -24% |
| 76 | Atlantic Union Bankshares Corp | 73,03673,036 | $13M | — | ADD 14% |
| 77 | NATIONAL BANK OF CANADA /FI/ | 70,70270,702 | $13M | — | — |
| 78 | Pettinga Financial Advisors LLC | 70,68570,685 | $13M | — | ADD 2% |
| 79 | CWM, LLC | 69,80269,802 | $13M | — | TRIM -45% |
| 80 | CITADEL ADVISORS LLC | 69,15869,158 | $13M | — | ADD 642% |
| 81 | hemming& Wealth Management, Inc. | 68,94768,947 | $13M | — | ADD 59% |
| 82 | MARSHALL WACE, LLP | 68,02368,023 | $12M | — | NEW |
| 83 | Farther Finance Advisors, LLC | 66,39166,391 | $12M | — | ADD 11% |
| 84 | Fifth Third Securities, Inc. | 65,33465,334 | $12M | — | ADD 21% |
| 85 | COTTONWOOD CAPITAL ADVISORS, LLC | 63,87463,874 | $12M | — | ADD 40% |
| 86 | Thrivent Financial for Lutherans | 63,12363,123 | $11M | — | TRIM -9% |
| 87 | JOHNSON INVESTMENT COUNSEL INC | 62,75962,759 | $11M | — | TRIM -15% |
| 88 | CIBC Bancorp USA Inc. | 62,59662,596 | $11M | — | NEW |
| 89 | Signature Wealth Management Partners, LLC | 62,03162,031 | $11M | — | — |
| 90 | Finley Financial, LLC | 61,61761,617 | $11M | — | — |
| 91 | M&T Bank Corp | 60,34760,347 | $11M | — | TRIM -5% |
| 92 | Prospera Financial Services Inc | 59,14659,146 | $11M | — | TRIM -11% |
| 93 | CITIGROUP INC | 59,03359,033 | $11M | — | — |
| 94 | Rollins Financial Advisors, LLC | 58,86158,861 | $11M | — | TRIM -6% |
| 95 | PRINCIPAL FINANCIAL GROUP INC | 57,38157,381 | $10M | — | — |
| 96 | Lido Advisors, LLC | 56,92256,922 | $10M | — | TRIM -7% |
| 97 | Steward Partners Investment Advisory, LLC | 56,71956,719 | $10M | — | TRIM -22% |
| 98 | Pathstone Holdings, LLC | 55,76355,763 | $10M | — | — |
| 99 | OpenArc Corporate Advisory, LLC | 55,44855,448 | $10M | — | TRIM -65% |
| 100 | Perkins Coie Trust Co | 55,41955,419 | $10M | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 5.9M | 6.0M | 5.9M | 5.6M | 5.8M | 5.0M | $912M |
| PGIM Custom Harvest LLC | 4.3M | 4.5M | 4.4M | 4.3M | 4.4M | 4.5M | $825M |
| BANK OF AMERICA CORP /DE/ | 4.3M | 4.5M | 4.6M | 4.4M | 3.6M | 3.4M | $619M |
| LPL Financial LLC | 5.1M | 5.3M | 5.4M | 3.6M | 3.6M | 3.0M | $552M |
| UBS Group AG | 2.0M | 1.9M | 1.8M | 1.9M | 1.8M | 1.8M | $319M |
| WELLS FARGO & COMPANY/MN | 1.4M | 1.5M | 1.6M | 1.6M | 1.6M | 1.5M | $273M |
| RAYMOND JAMES FINANCIAL INC | 1.6M | 1.5M | 1.6M | 1.5M | 1.5M | 1.5M | $266M |
| JPMORGAN CHASE & CO | 3.4M | 3.3M | 3.2M | 6.0M | 4.0M | 1.5M | $253M |
| ENVESTNET ASSET MANAGEMENT INC | 10.2M | 10.1M | 9.3M | 2.3M | 2.0M | 1.3M | $240M |
| RiverFront Investment Group, LLC | 813K | 838K | 862K | 898K | 918K | 1.0M | $182M |
| HSBC HOLDINGS PLC | 763K | 763K | 1.2M | 857K | 1.8M | 978K | $177M |
| TWO SIGMA INVESTMENTS, LP | 738K | 1.2M | 881K | 563K | 1.0M | 920K | $167M |
| ROYAL BANK OF CANADA | 1.1M | 1.0M | 2.0M | 1.6M | 958K | 893K | $162M |
| COMMONWEALTH EQUITY SERVICES, LLC | 873K | 945K | 764K | 710K | 721K | 670K | $122M |
| AMERIPRISE FINANCIAL INC | 1.2M | 1.1M | 1.2M | 892K | 745K | 611K | $111M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| FIL Ltd | +594,181 | $108M | OPEN |
| PGIM Custom Harvest LLC | +191,049 | $35M | ADD |
| Macro Advisors, Inc. | +104,636 | $19M | OPEN |
| RiverFront Investment Group, LLC | +86,618 | $16M | ADD |
| Mendel Capital Management LLC | +86,108 | $16M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| JPMORGAN CHASE & CO | −2,573,110 | $467M | TRIM |
| HSBC HOLDINGS PLC | −795,149 | $144M | TRIM |
| MORGAN STANLEY | −743,713 | $135M | TRIM |
| ENVESTNET ASSET MANAGEMENT INC | −702,271 | $127M | TRIM |
| Dynasty Wealth Management, LLC | −633,384 | $115M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 1,165 | 50,332,808 | — | $9.1B |
| 2025-Q4 | 1,247 | 59,904,504 | — | $11.9B |
| 2025-Q3 | 1,198 | 63,857,493 | — | $12.4B |
| 2025-Q2 | 1,159 | 81,114,730 | — | $14.1B |
| 2025-Q1 | 1,094 | 82,156,863 | — | $11.5B |
| 2024-Q4 | 1,146 | 79,900,764 | — | $12.7B |
| 2024-Q3 | 1,070 | 85,806,812 | — | $12.5B |
| 2024-Q2 | 1,029 | 85,193,525 | — | $12.7B |
| 2024-Q1 | 968 | 92,641,426 | — | $12.5B |
| 2023-Q4 | 947 | 84,059,849 | — | $10.3B |
| 2023-Q3 | 831 | 61,487,453 | — | $6.4B |
| 2023-Q2 | 827 | 78,024,292 | — | $8.5B |
| 2023-Q1 | 758 | 74,776,979 | — | $7.0B |
| 2022-Q4 | 700 | 64,174,200 | — | $4.7B |
| 2022-Q3 | 584 | 34,623,425 | — | $2.6B |
| 2022-Q2 | 630 | 35,759,289 | — | $2.9B |
| 2022-Q1 | 688 | 42,146,167 | — | $3.9B |
| 2021-Q4 | 733 | 40,006,699 | — | $4.6B |
| 2021-Q3 | 636 | 35,184,287 | — | $3.6B |
| 2021-Q2 | 564 | 31,766,354 | — | $3.2B |
| 2021-Q1 | 550 | 34,486,319 | — | $3.0B |
| 2020-Q4 | 562 | 34,416,573 | — | $2.9B |
| 2020-Q3 | 501 | 9,076,593 | — | $2.7B |
| 2020-Q2 | 472 | 9,452,767 | — | $2.6B |
| 2020-Q1 | 422 | 11,921,334 | — | $1.9B |
| 2019-Q4 | 451 | 9,337,872 | — | $2.2B |
| 2019-Q3 | 374 | 8,520,066 | — | $1.7B |
| 2019-Q2 | 387 | 9,090,195 | — | $1.8B |
| 2019-Q1 | 370 | 9,041,250 | — | $1.7B |
| 2018-Q4 | 341 | 9,672,853 | — | $1.5B |
| 2018-Q3 | 336 | 9,636,090 | — | $1.9B |
| 2018-Q2 | 328 | 10,546,246 | — | $1.8B |
| 2018-Q1 | 333 | 11,769,731 | — | $2.0B |
| 2017-Q4 | 314 | 11,698,627 | — | $1.9B |
| 2017-Q3 | 275 | 12,295,769 | — | $1.8B |
| 2017-Q2 | 259 | 12,809,668 | — | $1.7B |
| 2017-Q1 | 253 | 14,002,277 | — | $1.9B |
| 2016-Q4 | 247 | 14,257,978 | — | $1.7B |
| 2016-Q3 | 231 | 11,031,280 | — | $1.3B |
| 2016-Q2 | 205 | 9,699,395 | — | $1.0B |
| 2016-Q1 | 216 | 10,383,354 | — | $1.1B |
| 2015-Q4 | 213 | 11,447,192 | — | $1.2B |
| 2015-Q3 | 207 | 10,899,001 | — | $1.1B |
| 2015-Q2 | 229 | 12,637,278 | — | $1.3B |
| 2015-Q1 | 236 | 13,862,317 | — | $1.5B |
| 2014-Q4 | 241 | 26,090,689 | — | $3.0B |
| 2014-Q3 | 211 | 21,370,334 | — | $2.2B |
| 2014-Q2 | 201 | 22,574,482 | — | $2.5B |
| 2014-Q1 | 193 | 22,240,718 | — | $2.2B |
| 2013-Q4 | 173 | 16,687,949 | — | $1.6B |
| 2013-Q3 | 149 | 16,307,820 | — | $1.4B |
| 2013-Q2 | 142 | 13,779,101 | — | $1.1B |
| 2013-Q1 | 15 | 378,910 | — | $28M |
