ISHARES TR (IWF)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
150
Reporting holders
$1.0B
Reported value
0.0%
Calls
1.4%
Puts
-2,367
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Stairway Partners, LLC | $198.0M | 1,581,044 | 9.36% | 32q | HELD |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $95.9M | 765,350 | 5.48% | 32q | +4.3%+$4.0M |
| Avidian Wealth Enterprises, LLC | $62.3M | 497,031 | 1.74% | 32q | HELD |
| Go Invest LLC | $60.2M | 480,978 | 12.75% | 4q | +10.5%+$5.7M |
| Marquette Asset Management, LLC | $58.8M | 469,425 | 7.68% | 32q | -0.8%-$487.9K |
| RTD Financial Advisors, Inc. | $44.9M | 358,785 | 4.92% | 20q | -0.7%-$305.9K |
| Capital Advisors Wealth Management, LLC | $36.9M | 294,833 | 4.16% | 14q | -2.9%-$1.1M |
| Sunburst Financial Group, LLC | $36.4M | 177,371 | 5.76% | 28q | HELD |
| Montecito Bank & Trust | $35.3M | 282,104 | 5.35% | 31q | -1.3%-$476.9K |
| PFW Advisors LLC | $31.7M | 252,751 | 9.40% | 14q | HELD |
| Apella Capital, LLC | $29.6M | 230,108 | 0.38% | 26q | +1.0%+$303.7K |
| LWM ADVISORS INC | $26.1M | 208,660 | 19.73% | 8q | HELD |
| Farther Finance Advisors, LLC | $25.6M | 204,145 | 0.18% | 16q | -0.8%-$209.1K |
| Breakwater Capital Group | $24.5M | 195,640 | 2.90% | 16q | +3.4%+$815.4K |
| Valeo Financial Advisors, LLC | $17.4M | 138,923 | 0.37% | 32q | HELD |
| Grove Bank & Trust | $16.9M | 134,831 | 1.68% | 32q | HELD |
| Stonebridge Financial Group, LLC | $14.9M | 119,222 | 1.10% | 8q | HELD |
| SAPIENT CAPITAL LLC | $14.0M | 111,792 | 0.19% | 12q | -50.4%-$14.2M |
| EPIQ PARTNERS, LLC | $13.6M | 108,292 | 5.84% | 27q | HELD |
| Venture Visionary Partners LLC | $11.7M | 93,315 | 0.31% | 24q | -1.4%-$167.1K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $9.2M | 73,090 | 1.30% | 32q | HELD |
| Friday Financial | $8.9M | 71,042 | 1.77% | 8q | +91.1%+$4.3M |
| CONGRESS ASSET MANAGEMENT CO | $7.4M | 59,239 | 0.05% | 32q | -60.5%-$11.4M |
| AVITY INVESTMENT MANAGEMENT INC. | $6.9M | 54,757 | 0.43% | 32q | -4.9%-$350.5K |
| Adirondack Capital Advisors, LLC | $6.7M | 53,115 | 3.44% | 4q | +16.2%+$926.3K |
| GAMMA Investing LLC | $6.2M | 49,808 | 0.21% | 12q | +4.7%+$278.7K |
| Central Pacific Bank - Trust Division | $5.5M | 43,648 | 0.57% | 11q | HELD |
| Atlas Brown,Inc. | $5.1M | 40,783 | 1.35% | 32q | -0.9%-$47.6K |
| RFG - Bristol Wealth Advisors, LLC | $4.9M | 38,791 | 1.16% | 5q | +319.5%+$3.7M |
| jvl associates llc | $4.6M | 36,448 | 1.31% | 12q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $3.9M | 31,019 | 0.76% | 24q | +1.5%+$57.2K |
| Baron Financial Group, LLC | $3.6M | 28,952 | 1.77% | 25q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $3.6M | 28,892 | 0.31% | 9q | -1.2%-$43.6K |
| ELEVATION WEALTH PARTNERS, LLC | $3.6M | 28,775 | 1.01% | 15q | HELD |
| Lee, Kelleher & Klein Wealth Management | $3.5M | 27,666 | 1.78% | 8q | HELD |
| General Partner, Inc. | $3.4M | 26,784 | 1.80% | 11q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $3.3M | 26,489 | 0.21% | 15q | +7.4%+$228.1K |
| PARK NATIONAL CORP /OH/ | $3.1M | 25,027 | 0.09% | 7q | -0.6%-$18.9K |
| Partnership Wealth Management, LLC | $3.0M | 24,237 | 2.17% | 12q | -5.5%-$176.6K |
| Intelligence Driven Advisers, LLC | $3.0M | 24,000 | 0.52% | 14q | +2.3%+$67.5K |
| JP Wealth Management, Inc. | $2.7M | 21,600 | 1.71% | 8q | HELD |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $2.6M | 20,885 | 1.88% | 14q | -4.1%-$111.1K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.6M | 20,862 | 0.03% | 31q | +6.1%+$150.6K |
| Acropolis Investment Management, LLC | $2.5M | 20,196 | 0.10% | 32q | -20.0%-$632.4K |
| Great Waters Wealth Management | $2.5M | 19,755 | 0.22% | 16q | -1.3%-$33.4K |
| Emprise Bank | $2.2M | 17,881 | 0.86% | 11q | HELD |
| Monument Capital Management | $2.2M | 17,871 | 0.47% | 26q | -78.7%-$8.3M |
| ROCKLAND TRUST CO | $2.2M | 17,274 | 0.08% | 32q | -3.6%-$80.9K |
| Cooper Financial Group | $2.2M | 17,166 | 0.17% | 32q | +0.7%+$14.4K |
| DECISION INVESTMENTS, INC | $1.9M | 15,220 | 1.73% | 4q | HELD |
| DAVIDSON TRUST CO | $1.9M | 14,814 | 0.73% | 16q | +0.7%+$12.2K |
| Sincerus Advisory, LLC | $1.9M | 14,791 | 1.21% | 8q | +3.4%+$61.6K |
| Tactive Advisors, LLC | $1.8M | 14,593 | 0.44% | 6q | -6.4%-$125.5K |
| FINANCIAL MANAGEMENT NETWORK INC | $1.8M | 14,062 | 0.26% | 24q | HELD |
| Veracity Capital LLC | $1.8M | 14,036 | 0.47% | 28q | -4.1%-$74.3K |
| Wedmont Private Capital | $1.7M | 13,591 | 0.04% | 20q | +21.2%+$302.0K |
| Cambridge Financial Group, LLC | $1.7M | 13,297 | 0.52% | 12q | HELD |
| BOYUM WEALTH ARCHITECTS LLC | $1.6M | 12,546 | 0.65% | 7q | -1.4%-$22.9K |
| CHAPIN DAVIS, INC. | $1.5M | 11,821 | 0.28% | 16q | -0.9%-$13.0K |
| STEPH & CO | $1.5M | 11,620 | 0.37% | 28q | +1.2%+$17.0K |
| Heartwood Wealth Advisors LLC | $1.4M | 11,448 | 0.11% | 15q | HELD |
| Sprinkle Financial Consultants LLC | $1.3M | 10,380 | 0.51% | 12q | HELD |
| Bank of New Hampshire | $1.2M | 9,866 | 0.27% | 22q | HELD |
| Ballew Advisors, Inc | $1.2M | 9,674 | 0.61% | 32q | -17.1%-$254.1K |
| CoreCap Advisors, LLC | $1.2M | 9,787 | 0.04% | 9q | -5.0%-$64.0K |
| Galvin, Gaustad & Stein, LLC | $1.2M | 9,704 | 0.09% | 24q | -2.0%-$25.1K |
| S.E.E.D. Planning Group LLC | $1.2M | 9,505 | 0.29% | 26q | +31.9%+$288.2K |
| Castleview Partners, LLC | $1.2M | 9,181 | 0.50% | 16q | HELD |
| Crumly & Associates Inc. | $1.1M | 9,080 | 0.20% | 6q | HELD |
| JUNCTURE WEALTH STRATEGIES, LLC | $1.1M | 8,796 | 0.28% | 8q | HELD |
| Prosperity Planning, Inc. | $1.1M | 8,747 | 0.24% | 24q | HELD |
| MassMutual Private Wealth & Trust, FSB | $1.1M | 8,680 | 0.03% | 32q | -1.1%-$12.5K |
| ATWOOD & PALMER INC | $1.1M | 8,590 | 0.06% | 24q | +2.7%+$27.8K |
| YHB Investment Advisors, Inc. | $1.1M | 8,404 | 0.07% | 25q | HELD |
| Weaver Consulting Group | $1.0M | 8,344 | 0.20% | 31q | HELD |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $1.0M | 8,144 | 0.55% | 16q | HELD |
| Wealth Science Advisors LLC | $965.0K | 7,704 | 0.41% | 4q | HELD |
| Kaydan Wealth Management, Inc. | $951.6K | 7,597 | 0.33% | 20q | -7.9%-$81.5K |
| Paladin Partners, LLC | $937.4K | 7,484 | 0.58% | 2q | HELD |
| ACIMA PRIVATE WEALTH, LLC | $916.4K | 7,316 | 0.27% | 32q | HELD |
| ARGUS INVESTORS' COUNSEL, INC. | $909.6K | 7,262 | 0.71% | 25q | -1.7%-$16.0K |
| Taylor & Morgan Wealth Management, LLC | $903.9K | 7,216 | 0.43% | 20q | HELD |
| CYPRESS FINANCIAL PLANNING LLC | $890.3K | 7,108 | 0.24% | 9q | HELD |
| Baring Financial LLC | $817.0K | 6,522 | 0.44% | 8q | +2.0%+$16.0K |
| MFA WEALTH ADVISORS, LLC | $815.2K | 6,508 | 0.14% | 12q | HELD |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $802.2K | 6,404 | 0.19% | 2q | HELD |
| Coastline Trust Co | $791.3K | 6,317 | 0.07% | 32q | -27.8%-$304.3K |
| Persium Advisors, LLC | $789.6K | 6,304 | 0.41% | 8q | -50.0%-$789.6K |
| TOMPKINS FINANCIAL CORP | $710.9K | 5,675 | 0.05% | 10q | +37.2%+$192.8K |
| Legacy Private Trust Co. | $662.6K | 5,290 | 0.04% | 32q | -2.0%-$13.5K |
| VALLEY WEALTH MANAGERS, INC. | $659.7K | 5,267 | 0.04% | 32q | -20.4%-$169.0K |
| GoalVest Advisory LLC | $657.2K | 5,247 | 0.11% | 13q | -5.8%-$40.7K |
| Insight Wealth Strategies, LLC | $624.5K | 4,985 | 0.06% | 31q | HELD |
| Graves Light Lenhart Wealth, Inc. | $621.8K | 4,964 | 0.06% | 26q | HELD |
| EASTERN BANK | $607.0K | 4,846 | 0.01% | 9q | +33.8%+$153.2K |
| Allen Mooney & Barnes Investment Advisors LLC | $594.0K | 4,742 | 0.09% | 18q | -2.0%-$12.0K |
| Hiley Hunt Wealth Management | $592.7K | 4,732 | 0.23% | 12q | HELD |
| BENEDICT FINANCIAL ADVISORS INC | $579.2K | 4,624 | 0.11% | 23q | -31.2%-$262.5K |
| Pathway Financial Advisors LLC | $556.7K | 4,444 | 0.06% | 31q | HELD |
| COLLECTIVE FAMILY OFFICE LLC | $518.1K | 4,136 | 0.11% | 11q | HELD |
Showing the largest 100 of 154 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 150 | $1.0B | 8,213,871 | 7 | 33 | 40 | 1.4% |
| Q2 2026 | 2,517 | $101.4B | 812,827,878 | 139 | 2,291 | 28 | 0.3% |
| Q1 2026 | 2,439 | $88.1B | 211,031,921 | 87 | 609 | 857 | 0.2% |
| Q4 2025 | 2,527 | $95.8B | 201,493,708 | 114 | 618 | 771 | 0.3% |
| Q3 2025 | 2,357 | $95.0B | 202,165,950 | 123 | 540 | 758 | 0.4% |
| Q2 2025 | 2,303 | $85.1B | 199,824,176 | 164 | 572 | 732 | 0.3% |
| Q1 2025 | 2,224 | $73.2B | 202,323,262 | 89 | 519 | 825 | 0.2% |
| Q4 2024 | 2,313 | $80.8B | 200,793,438 | 137 | 555 | 663 | 0.3% |
| Q3 2024 | 2,079 | $76.7B | 204,322,894 | 107 | 473 | 715 | 0.2% |
| Q2 2024 | 2,036 | $76.2B | 208,901,321 | 125 | 504 | 673 | 0.2% |
| Q1 2024 | 1,971 | $86.7B | 256,828,115 | 106 | 476 | 712 | 0.2% |
| Q4 2023 | 1,962 | $71.6B | 235,876,265 | 129 | 529 | 580 | 0.2% |
| Q3 2023 | 1,781 | $51.8B | 194,469,478 | 77 | 420 | 630 | 0.3% |
| Q2 2023 | 1,776 | $53.5B | 193,373,487 | 121 | 418 | 611 | 0.3% |
| Q1 2023 | 1,700 | $50.1B | 204,764,970 | 95 | 398 | 660 | 0.2% |
| Q4 2022 | 1,699 | $48.3B | 225,271,733 | 108 | 513 | 506 | 0.4% |
| Q3 2022 | 1,582 | $41.8B | 197,645,019 | 76 | 433 | 533 | 0.4% |
| Q2 2022 | 1,599 | $43.1B | 196,141,008 | 80 | 476 | 548 | 0.4% |
| Q1 2022 | 1,661 | $53.8B | 191,752,860 | 66 | 413 | 627 | 1.1% |
| Q4 2021 | 1,753 | $60.0B | 194,213,040 | 121 | 430 | 514 | 1.1% |
| Q3 2021 | 1,524 | $53.2B | 193,139,038 | 72 | 406 | 492 | 0.4% |
| Q2 2021 | 1,516 | $51.4B | 187,388,143 | 87 | 396 | 543 | 1.0% |
| Q1 2021 | 1,479 | $47.7B | 195,481,230 | 61 | 345 | 642 | 0.7% |
| Q4 2020 | 1,489 | $48.9B | 199,895,595 | 95 | 349 | 516 | 1.9% |
| Q3 2020 | 1,329 | $44.6B | 200,012,000 | 75 | 280 | 593 | 2.7% |
| Q2 2020 | 1,296 | $40.8B | 211,540,603 | 122 | 326 | 518 | 0.6% |
| Q1 2020 | 1,224 | $32.1B | 213,371,678 | 69 | 324 | 526 | 0.1% |
| Q4 2019 | 1,290 | $34.4B | 194,892,906 | 100 | 328 | 401 | 0.2% |
| Q3 2019 | 1,113 | $31.5B | 196,972,802 | 55 | 270 | 426 | 0.1% |
| Q2 2019 | 1,113 | $32.0B | 202,786,151 | 73 | 303 | 398 | 0.3% |
| Q1 2019 | 1,083 | $28.6B | 188,857,903 | 81 | 267 | 445 | 0.1% |
| Q4 2018 | 1,065 | $26.4B | 200,968,283 | 2 | 16 | 19 | 0.4% |