# ISHARES TR (IWN)

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

- Reporting holders: 54
- Reported value: $121.2M
- 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 |
|---|---|---|---|---|
| [STEPHENS GROUP ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1726808-stephens-group-asset-management-llc/) | $48.4M | 231,073 | 2.8% | 32 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $10.3M | 49,047 | 1.1% | 20 |
| [LWM ADVISORS INC](https://holderbook.com/funds/2067328-lwm-advisors-inc/) | $7.9M | 37,856 | 6.0% | 8 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $7.4M | 35,375 | 0.2% | 20 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $7.1M | 33,959 | 0.5% | 15 |
| [FELL CAPITAL MANAGEMENT /ADV](https://holderbook.com/funds/850601-fell-capital-management-adv/) | $5.7M | 27,420 | 4.9% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.5M | 21,628 | 0.0% | 16 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $4.2M | 19,940 | 1.1% | 32 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $3.7M | 17,655 | 0.8% | 24 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $2.6M | 12,209 | 0.0% | 15 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $1.8M | 8,673 | 0.2% | 29 |
| [Veery Capital, LLC](https://holderbook.com/funds/1844375-veery-capital-llc/) | $1.5M | 7,373 | 0.4% | 24 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.5M | 7,029 | 0.0% | 32 |
| [Aletheian Wealth Advisors LLC](https://holderbook.com/funds/1922281-aletheian-wealth-advisors-llc/) | $1.4M | 6,805 | 0.6% | 19 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $1.1M | 5,298 | 0.0% | 32 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $1.0M | 4,999 | 0.4% | 28 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.0M | 4,880 | 0.0% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $815.7K | 3,895 | 0.2% | 15 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $712.8K | 3,403 | 0.0% | 12 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $669.1K | 3,178 | 0.1% | 8 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $606.6K | 2,896 | 0.1% | 9 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $541.3K | 2,584 | 0.0% | 32 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $506.9K | 2,420 | 0.3% | 12 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $473.4K | 2,260 | 0.0% | 15 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $466.9K | 2,229 | 0.0% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 54 | $121.2M |
| Q2 2026 | 1,080 | $11.0B |
| Q1 2026 | 1,024 | $9.5B |
| Q4 2025 | 1,044 | $9.2B |
| Q3 2025 | 974 | $9.1B |
| Q2 2025 | 968 | $8.5B |
| Q1 2025 | 988 | $8.5B |
| Q4 2024 | 1,060 | $9.3B |
| Q3 2024 | 978 | $9.6B |
| Q2 2024 | 932 | $8.7B |
| Q1 2024 | 957 | $11.2B |
| Q4 2023 | 973 | $10.5B |