# ISHARES TR (IVW)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IVW/

- Reporting holders: 125
- Reported value: $491.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $47.3M | 332,750 | 0.3% | 16 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $38.4M | 269,693 | 2.8% | 32 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $26.1M | 183,800 | 16.9% | 7 |
| [Gallagher Capital Advisors, LLC](https://holderbook.com/funds/2034519-gallagher-capital-advisors-llc/) | $21.3M | 149,738 | 11.4% | 2 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $21.1M | 148,458 | 0.8% | 32 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $21.1M | 148,426 | 7.4% | 28 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $19.6M | 138,011 | 1.3% | 32 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $15.4M | 108,550 | 1.0% | 25 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $15.0M | 102,740 | 0.2% | 25 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $14.9M | 105,078 | 0.4% | 9 |
| [Lee, Kelleher & Klein Wealth Management](https://holderbook.com/funds/2063827-lee-kelleher-klein-wealth-management/) | $13.9M | 97,899 | 7.2% | 8 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $13.9M | 97,442 | 1.0% | 24 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $12.4M | 87,199 | 0.3% | 13 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $11.3M | 79,035 | 2.6% | 13 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $9.9M | 69,671 | 1.6% | 3 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $9.4M | 65,212 | 1.4% | 24 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $8.0M | 55,941 | 0.1% | 12 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $7.8M | 54,962 | 4.1% | 8 |
| [Adirondack Capital Advisors, LLC](https://holderbook.com/funds/2107623-adirondack-capital-advisors-llc/) | $7.8M | 54,485 | 4.0% | 4 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $7.0M | 49,258 | 0.8% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $5.8M | 40,768 | 0.1% | 32 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $5.2M | 36,770 | 0.5% | 32 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $5.2M | 36,519 | 0.3% | 31 |
| [SACKS & ASSOCIATES, LLC](https://holderbook.com/funds/2145868-sacks-associates-llc/) | $5.0M | 34,940 | 3.5% | 4 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $4.9M | 33,813 | 0.1% | 14 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 125 | $491.2M |
| Q2 2026 | 2,140 | $62.9B |
| Q1 2026 | 2,035 | $48.6B |
| Q4 2025 | 2,075 | $49.7B |
| Q3 2025 | 1,938 | $53.6B |
| Q2 2025 | 1,891 | $45.0B |
| Q1 2025 | 1,839 | $38.3B |
| Q4 2024 | 1,876 | $58.1B |
| Q3 2024 | 1,705 | $43.5B |
| Q2 2024 | 1,663 | $44.1B |
| Q1 2024 | 1,603 | $41.5B |
| Q4 2023 | 1,548 | $31.8B |