# ISHARES TR (IWD)

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

- Reporting holders: 109
- Reported value: $876.0M
- 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 |
|---|---|---|---|---|
| [Stairway Partners, LLC](https://holderbook.com/funds/1454138-stairway-partners-llc/) | $326.7M | 1,317,850 | 15.4% | 32 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $98.4M | 396,744 | 12.8% | 32 |
| [STEPHENS GROUP ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1726808-stephens-group-asset-management-llc/) | $97.8M | 394,433 | 5.6% | 32 |
| [LWM ADVISORS INC](https://holderbook.com/funds/2067328-lwm-advisors-inc/) | $31.1M | 125,487 | 23.5% | 8 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $26.4M | 106,338 | 0.7% | 25 |
| [PFW Advisors LLC](https://holderbook.com/funds/1989744-pfw-advisors-llc/) | $26.3M | 105,963 | 7.8% | 14 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $19.3M | 77,821 | 2.1% | 20 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $18.2M | 72,554 | 0.2% | 22 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $14.9M | 60,249 | 1.8% | 16 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $14.8M | 59,702 | 0.4% | 29 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $13.4M | 53,196 | 3.4% | 32 |
| [Paladin Partners, LLC](https://holderbook.com/funds/2141570-paladin-partners-llc/) | $12.7M | 51,101 | 7.8% | 2 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $12.1M | 48,937 | 0.3% | 32 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $11.8M | 47,708 | 1.0% | 9 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $11.5M | 46,442 | 1.7% | 31 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $11.5M | 46,185 | 0.2% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $10.0M | 40,275 | 0.1% | 16 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $9.6M | 38,698 | 1.5% | 28 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $8.4M | 34,034 | 1.8% | 4 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $8.2M | 33,132 | 0.1% | 23 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $5.6M | 22,411 | 0.1% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $4.9M | 19,565 | 0.2% | 12 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $4.7M | 19,106 | 1.2% | 32 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $4.7M | 18,811 | 0.2% | 32 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $3.8M | 15,515 | 0.1% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 109 | $876.0M |
| Q2 2026 | 1,983 | $67.1B |
| Q1 2026 | 1,903 | $59.7B |
| Q4 2025 | 1,913 | $58.9B |
| Q3 2025 | 1,758 | $54.9B |
| Q2 2025 | 1,743 | $52.0B |
| Q1 2025 | 1,722 | $51.7B |
| Q4 2024 | 1,740 | $52.6B |
| Q3 2024 | 1,586 | $50.5B |
| Q2 2024 | 1,524 | $46.7B |
| Q1 2024 | 1,542 | $57.0B |
| Q4 2023 | 1,558 | $50.9B |