# ISHARES TR (IWF)

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

- Reporting holders: 150
- Reported value: $1.0B
- Held through calls: 0.0%
- Held through puts: 1.4%

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/) | $198.0M | 1,581,044 | 9.4% | 32 |
| [STEPHENS GROUP ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1726808-stephens-group-asset-management-llc/) | $95.9M | 765,350 | 5.5% | 32 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $62.3M | 497,031 | 1.7% | 32 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $60.2M | 480,978 | 12.7% | 4 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $58.8M | 469,425 | 7.7% | 32 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $44.9M | 358,785 | 4.9% | 20 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $36.9M | 294,833 | 4.2% | 14 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $36.4M | 177,371 | 5.8% | 28 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $35.3M | 282,104 | 5.4% | 31 |
| [PFW Advisors LLC](https://holderbook.com/funds/1989744-pfw-advisors-llc/) | $31.7M | 252,751 | 9.4% | 14 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $29.6M | 230,108 | 0.4% | 26 |
| [LWM ADVISORS INC](https://holderbook.com/funds/2067328-lwm-advisors-inc/) | $26.1M | 208,660 | 19.7% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $25.6M | 204,145 | 0.2% | 16 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $24.5M | 195,640 | 2.9% | 16 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $17.4M | 138,923 | 0.4% | 32 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $16.9M | 134,831 | 1.7% | 32 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $14.9M | 119,222 | 1.1% | 8 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $14.0M | 111,792 | 0.2% | 12 |
| [EPIQ PARTNERS, LLC](https://holderbook.com/funds/1799435-epiq-partners-llc/) | $13.6M | 108,292 | 5.8% | 27 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $11.7M | 93,315 | 0.3% | 24 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $9.2M | 73,090 | 1.3% | 32 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $8.9M | 71,042 | 1.8% | 8 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $7.4M | 59,239 | 0.0% | 32 |
| [AVITY INVESTMENT MANAGEMENT INC.](https://holderbook.com/funds/926834-avity-investment-management-inc/) | $6.9M | 54,757 | 0.4% | 32 |
| [Adirondack Capital Advisors, LLC](https://holderbook.com/funds/2107623-adirondack-capital-advisors-llc/) | $6.7M | 53,115 | 3.4% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 150 | $1.0B |
| Q2 2026 | 2,517 | $101.4B |
| Q1 2026 | 2,439 | $88.1B |
| Q4 2025 | 2,527 | $95.8B |
| Q3 2025 | 2,357 | $95.0B |
| Q2 2025 | 2,303 | $85.1B |
| Q1 2025 | 2,224 | $73.2B |
| Q4 2024 | 2,313 | $80.8B |
| Q3 2024 | 2,079 | $76.7B |
| Q2 2024 | 2,036 | $76.2B |
| Q1 2024 | 1,971 | $86.7B |
| Q4 2023 | 1,962 | $71.6B |