iSHARES TRUST - IWV
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Funds
· Industry:
ETF / Fund
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Quarter snapshot
Latest / Compare
Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$11.06B
QoQ value delta ($000)
+$1.642B
(+17.44%)
Implied price effect (QoQ)
+3.22%
Shares
Total shares
28,271,319
QoQ shares delta
+3,424,066
(+13.78%)
Total shares held by funds (by quarter)
Market chart (IWV)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q1 2026 data: only 5 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| SCS Capital Management LLC | 725,266 | 1,874,800 | 7.68% |
| RHUMBLINE ADVISERS | 608,175 | 1,572,121 | 0.49% |
| GOLDMAN SACHS GROUP INC | 591,560 | 1,529,174 | 0.07% |
| BlackRock, Inc. | 560,982 | 1,450,129 | 0.01% |
| MORGAN STANLEY | 497,033 | 1,284,822 | 0.03% |
| NORTHERN TRUST CORP | 394,483 | 1,019,733 | 0.05% |
| BANK OF AMERICA CORP /DE/ | 320,795 | 829,251 | 0.02% |
| UNC Management Company, Inc. | 203,780 | 526,768 | 18.44% |
| Pitcairn Wealth Advisors LLC | 197,977 | 511,769 | 17.81% |
| LPL Financial LLC | 193,510 | 500,222 | 0.05% |
| JPMORGAN CHASE & CO | 183,385 | 474,049 | 0.01% |
| Align Financial, LLC | 179,885 | 179,885 | 0.1% |
| AMERIPRISE FINANCIAL INC | 163,839 | 423,533 | 0.04% |
| FMR LLC | 152,531 | 394,291 | 0.01% |
| UBS Group AG | 147,808 | 382,081 | 0.02% |
| Focus Partners Wealth | 140,965 | 364,394 | 0.16% |
| Bank of New York Mellon Corp | 135,806 | 351,056 | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 133,873 | 346,062 | 0.07% |
| Evensky & Katz LLC | 133,813 | 345,905 | 7.55% |
| HighTower Advisors, LLC | 120,944 | 312,640 | 0.13% |
| WELLS FARGO & COMPANY/MN | 114,289 | 295,437 | 0.02% |
| TLWM | 108,777 | 281,190 | 19.91% |
| Lido Advisors, LLC | 106,397 | 275,736 | 0.32% |
| MERCER GLOBAL ADVISORS INC /ADV | 105,367 | 272,375 | 0.16% |
| American Family Investments, Inc. | 105,161 | 271,840 | 3.78% |