# ISHARES TR (IWL)

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

- Reporting holders: 12
- Reported value: $131.9M
- 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 |
|---|---|---|---|---|
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $94.5M | 496,790 | 6.7% | 14 |
| [SEARCY FINANCIAL SERVICES INC /ADV](https://holderbook.com/funds/354923-searcy-financial-services-inc-adv/) | $33.3M | 175,133 | 11.9% | 6 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $1.7M | 8,891 | 0.2% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $658.2K | 3,461 | 0.0% | 9 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $616.5K | 3,242 | 0.1% | 10 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $264.3K | 1,390 | 0.0% | 12 |
| [Vann Equity Management LLC](https://holderbook.com/funds/2018412-vann-equity-management-llc/) | $260.3K | 1,369 | 0.2% | 3 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $232.4K | 1,222 | 0.0% | 2 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $223.8K | 1,177 | 0.1% | 2 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $145.9K | 767 | 0.0% | 12 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $38.6K | 203 | 0.0% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $28.5K | 150 | 0.0% | 3 |
| [Polaris Financial Partners](https://holderbook.com/funds/2103435-polaris-financial-partners/) | $30 | 100 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $131.9M |
| Q2 2026 | 235 | $1.7B |
| Q1 2026 | 226 | $1.5B |
| Q4 2025 | 222 | $1.4B |
| Q3 2025 | 204 | $1.3B |
| Q2 2025 | 201 | $1.3B |
| Q1 2025 | 189 | $1.1B |
| Q4 2024 | 189 | $1.1B |
| Q3 2024 | 161 | $1.0B |
| Q2 2024 | 160 | $1.0B |
| Q1 2024 | 147 | $1.1B |
| Q4 2023 | 143 | $801.9M |