Inst. Holders
50 funds
IW
IWN
ISHARES TR
$212.34 ▲ +0.85%
Prev close $210.5514 New Institutional Positions15 Institutional Exits
Snapshot
The big-picture read on IWN right now — valuation, ownership and activity at a glance.
Inst. Value
$7.3B
Inst. Activity
14 buys / 15 sells
Price chart 30d -5.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 short_volume
Short Volume: IWN — 91.8% short (0.7M / 0.8M)
Short: 709,174 | Exempt: 75 | TRF Vol: 772,173 | Short Ratio: 91.8% | Off-exchange volume (dark pool
Jun 30, 2026 Inst.
WELLINGTON MANAGEMENT GROUP LLP — DOUBLED
325,490 shares ($72.0M)
Jun 30, 2026 Inst.
Arax Advisory Partners — ADD
155,456 shares ($34.3M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
short_volume
Short Volume: IWN — 91.8% short (0.7M / 0.8M)
Short: 709,174 | Exempt: 75 | TRF Vol: 772,173 | Short Ratio: 91.8% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: IWN — 87.9% short (0.5M / 0.6M)
Short: 496,618 | Exempt: 63 | TRF Vol: 564,696 | Short Ratio: 87.9% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: IWN — 0.3M shares, 4,288 trades
Week starting 2026-09-07. Total ATS volume: 302,782 shares across 4,288 trades.
Sep 2, 2026
ftd
FTD: IWN — 17,493 shares ($3.8M) failed to deliver
Settlement: 20260902, Price: $219.94, FTD Value: $3,847,410.42, ISHARES TR
Aug 31, 2026
dark_pool
Dark Pool: IWN — 0.4M shares, 5,636 trades
Week starting 2026-08-31. Total ATS volume: 414,085 shares across 5,636 trades.
Institutional ownership
Which big funds own IWN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.3B total value (33,009,771 shares) as of 2026-Q2. Top holders: BANK, MORGAN, ENVESTNET. Net selling activity: 15 institutions trimmed/exited vs 14 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 6,186,337 | $1.4B | 18.7% | — |
| MORGAN STANLEY | 4,238,800 | $937.6M | 12.8% | — |
| ENVESTNET ASSET MANAGEMENT INC | 2,138,426 | $473.0M | 6.5% | — |
| TIAA Wealth Investment Management LLC | 1,495,599 | $330.9M | 4.5% | — |
| D.A. DAVIDSON & CO. | 1,281,525 | $283.5M | 3.9% | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1,218,672 | $269.6M | 3.7% | — |
| M&T BANK CORP | 1,198,061 | $265.0M | 3.6% | DOUBLED +5982.9% |
| LPL Financial LLC | 1,166,269 | $258.0M | 3.5% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,090,896 | $241.3M | 3.3% | — |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 876,999 | $194.0M | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 136,382 | 325,490 | +138.7% | $72.0M |
| Arax Advisory Partners | ADD | 113,534 | 155,456 | +36.9% | $34.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 19,091 | 150,704 | +689.4% | $33.3M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | TRIM | 233,132 | 141,743 | -39.2% | $31.4M |
| PRINCIPAL FINANCIAL GROUP INC | TRIM | 115,483 | 85,664 | -25.8% | $18.9M |
| NewEdge Advisors, LLC | DOUBLED | 29,799 | 61,284 | +105.7% | $13.6M |
| Allworth Financial LP | TRIM | 125,709 | 57,125 | -54.6% | $12.6M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | DOUBLED | 15,315 | 39,415 | +157.4% | $8.7M |
| Integrated Wealth Concepts LLC | DOUBLED | 18,576 | 37,870 | +103.9% | $8.4M |
| JANE STREET GROUP, LLC | TRIM | 65,102 | 35,369 | -45.7% | $7.8M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IWN.
Shares short
1,839,492
Settlement Sep 15, 2026
Change vs prior
+0.5%
Semi-monthly cycle
Days to cover
3.8
At avg daily volume