Inst. Holders
50 funds
IW
IWV
ISHARES TR
$435.78 ▲ +0.74%
Prev close $432.5913 New Institutional Positions16 Institutional Exits
Snapshot
The big-picture read on IWV right now — valuation, ownership and activity at a glance.
Inst. Value
$6.9B
Inst. Activity
13 buys / 16 sells
Price chart 30d +0.2%
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 7, 2026 dark_pool
Dark Pool: IWV — 0.1M shares, 4,306 trades
Week starting 2026-09-07. Total ATS volume: 113,395 shares across 4,306 trades.
Jun 30, 2026 Inst.
BlackRock, Inc. — TRIM
1,004,513 shares ($428.3M)
Jun 30, 2026 Inst.
BANK OF AMERICA CORP — TRIM
680,045 shares ($290.0M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: IWV — 0.1M shares, 4,306 trades
Week starting 2026-09-07. Total ATS volume: 113,395 shares across 4,306 trades.
Aug 31, 2026
dark_pool
Dark Pool: IWV — 0.2M shares, 4,800 trades
Week starting 2026-08-31. Total ATS volume: 161,179 shares across 4,800 trades.
Aug 24, 2026
dark_pool
Dark Pool: IWV — 0.1M shares, 4,281 trades
Week starting 2026-08-24. Total ATS volume: 129,220 shares across 4,281 trades.
Aug 17, 2026
dark_pool
Dark Pool: IWV — 0.1M shares, 3,207 trades
Week starting 2026-08-17. Total ATS volume: 116,949 shares across 3,207 trades.
Aug 10, 2026
dark_pool
Dark Pool: IWV — 0.1M shares, 3,838 trades
Week starting 2026-08-10. Total ATS volume: 121,362 shares across 3,838 trades.
Institutional ownership
Which big funds own IWV (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.9B total value (16,085,395 shares) as of 2026-Q2. Top holders: GOLDMAN, SCS, MORGAN. Net selling activity: 16 institutions trimmed/exited vs 13 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 1,960,068 | $835.8M | 12.2% | — |
| SCS Capital Management LLC | 1,858,646 | $792.5M | 11.6% | — |
| MORGAN STANLEY | 1,155,278 | $492.6M | 7.2% | — |
| BlackRock, Inc. | 1,004,513 | $428.3M | 6.2% | TRIM -44.2% |
| NORTHERN TRUST CORP | 993,509 | $423.6M | 6.2% | — |
| BANK OF AMERICA CORP /DE/ | 680,045 | $290.0M | 4.2% | TRIM -26.4% |
| JPMORGAN CHASE & CO | 479,995 | $203.1M | 3.0% | — |
| LPL Financial LLC | 465,469 | $198.5M | 2.9% | — |
| Focus Partners Wealth | 440,213 | $187.7M | 2.7% | — |
| AMERIPRISE FINANCIAL INC | 405,547 | $173.0M | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | TRIM | 1,799,933 | 1,004,513 | -44.2% | $428.3M |
| BANK OF AMERICA CORP /DE/ | TRIM | 923,534 | 680,045 | -26.4% | $290.0M |
| Wealthspire Advisors, LLC | DOUBLED | 41,387 | 212,799 | +414.2% | $90.7M |
| Pathstone Holdings, LLC | DOUBLED | 26,821 | 159,058 | +493.0% | $67.8M |
| IEQ CAPITAL, LLC | TRIM | 174,759 | 116,454 | -33.4% | $49.7M |
| ROYAL BANK OF CANADA | ADD | 61,046 | 91,682 | +50.2% | $39.1M |
| CIBC Asset Management Inc | NEW | — | 87,817 | — | $37.4M |
| Quantinno Capital Management LP | ADD | 37,377 | 47,784 | +27.8% | $20.4M |
| Arax Advisory Partners | DOUBLED | 2,020 | 34,374 | +1601.7% | $14.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | TRIM | 45,574 | 33,691 | -26.1% | $14.4M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IWV.
Shares short
247,107
Settlement Sep 15, 2026
Change vs prior
+48.3%
Semi-monthly cycle
Days to cover
2.2
At avg daily volume