# ISHARES TR (IWB)

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

- Reporting holders: 79
- Reported value: $296.2M
- 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 |
|---|---|---|---|---|
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $38.9M | 93,427 | 3.4% | 23 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $38.7M | 93,063 | 4.2% | 20 |
| [ACT WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1814191-act-wealth-management-llc/) | $33.2M | 79,833 | 9.8% | 24 |
| [Paladin Partners, LLC](https://holderbook.com/funds/2141570-paladin-partners-llc/) | $22.9M | 55,022 | 14.1% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $16.6M | 39,838 | 0.1% | 16 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $16.4M | 39,513 | 1.0% | 17 |
| [Hamilton Capital, LLC](https://holderbook.com/funds/1646639-hamilton-capital-llc/) | $12.0M | 28,905 | 0.7% | 31 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $10.5M | 25,124 | 1.0% | 14 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $10.2M | 24,544 | 0.9% | 19 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $9.4M | 22,175 | 0.1% | 26 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $8.3M | 19,933 | 1.7% | 7 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $8.2M | 19,645 | 1.0% | 16 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $6.3M | 15,172 | 0.2% | 20 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $6.2M | 14,912 | 0.2% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $5.6M | 13,349 | 0.1% | 32 |
| [MKD WEALTH COACHES, LLC](https://holderbook.com/funds/1536549-mkd-wealth-coaches-llc/) | $4.2M | 10,022 | 3.4% | 8 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $3.7M | 8,962 | 1.2% | 12 |
| [Box Hill Private Wealth LLC](https://holderbook.com/funds/2094120-box-hill-private-wealth-llc/) | $3.2M | 7,744 | 2.3% | 4 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $3.1M | 7,558 | 0.1% | 32 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $3.1M | 7,348 | 0.0% | 32 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $2.1M | 5,078 | 0.0% | 9 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $2.0M | 4,711 | 0.0% | 20 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $2.0M | 4,711 | 1.5% | 4 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $1.8M | 4,360 | 0.4% | 2 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $1.5M | 3,596 | 1.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 79 | $296.2M |
| Q2 2026 | 1,555 | $41.4B |
| Q1 2026 | 1,470 | $36.6B |
| Q4 2025 | 1,501 | $38.0B |
| Q3 2025 | 1,423 | $36.5B |
| Q2 2025 | 1,394 | $33.2B |
| Q1 2025 | 1,348 | $30.1B |
| Q4 2024 | 1,362 | $33.5B |
| Q3 2024 | 1,270 | $31.0B |
| Q2 2024 | 1,256 | $29.8B |
| Q1 2024 | 1,226 | $30.6B |
| Q4 2023 | 1,217 | $27.1B |