iSHARES TRUST - IWR

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$38.68B

QoQ value delta ($000)

+$2.635B (+7.31%)

Implied price effect (QoQ)

+0.04%

Total shares

400,813,236

QoQ shares delta

+27,153,825 (+7.27%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 17 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
JONES FINANCIAL COMPANIES LLLP	7,597,710	78,920,855	4.63%
BANK OF AMERICA CORP /DE/	6,408,658	66,569,630	0.47%
WELLS FARGO & COMPANY/MN	4,013,119	41,686,088	0.73%
US BANCORP \DE\	1,244,672	12,928,971	1.46%
PNC FINANCIAL SERVICES GROUP, INC.	1,203,154	12,497,707	0.66%
MORGAN STANLEY	1,039,501	10,797,769	0.06%
Bank of New York Mellon Corp	1,037,736	10,779,440	0.18%
NORTHERN TRUST CORP	994,622	10,331,591	0.13%
Baird Financial Group, Inc.	835,765	8,681,469	1.3%
ROYAL BANK OF CANADA	761,679	7,911,910	0.12%
JPMORGAN CHASE & CO	648,797	6,739,350	0.04%
UBS Group AG	578,966	6,013,986	0.09%
ENVESTNET ASSET MANAGEMENT INC	442,712	4,598,654	0.13%
TRUIST FINANCIAL CORP	402,441	4,180,346	0.54%
FMR LLC	390,517	4,056,476	0.02%
AMG National Trust Bank	366,944	3,811,621	8.63%
LPL Financial LLC	338,876	3,520,066	0.09%
TIAA TRUST, NATIONAL ASSOCIATION	309,839	3,218,434	0.74%
CIBC Private Wealth Group LLC	303,211	3,149,600	0.51%
RAYMOND JAMES FINANCIAL INC	281,236	2,921,334	0.09%
AMERIPRISE FINANCIAL INC	271,868	2,824,289	0.06%
JOHNSON INVESTMENT COUNSEL INC	271,235	2,817,442	2.22%
Cetera Investment Advisers	217,227	2,256,436	0.24%
FIFTH THIRD BANCORP	195,069	2,026,270	0.62%
NATIXIS ADVISORS, LLC	188,882	1,961,998	0.27%