ISHARES TR (IWN)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
54
Reporting holders
$121.2M
Reported value
0.0%
Calls
0.0%
Puts
-1,026
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 |
|---|---|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $48.4M | 231,073 | 2.76% | 32q | -1.2%-$585.0K |
| RTD Financial Advisors, Inc. | $10.3M | 49,047 | 1.12% | 20q | -0.9%-$88.2K |
| LWM ADVISORS INC | $7.9M | 37,856 | 5.99% | 8q | -1.7%-$134.9K |
| Venture Visionary Partners LLC | $7.4M | 35,375 | 0.19% | 20q | +3.9%+$279.8K |
| TITLEIST ASSET MANAGEMENT, LLC | $7.1M | 33,959 | 0.46% | 15q | HELD |
| FELL CAPITAL MANAGEMENT /ADV | $5.7M | 27,420 | 4.94% | 4q | +0.8%+$42.9K |
| Farther Finance Advisors, LLC | $4.5M | 21,628 | 0.03% | 16q | +0.7%+$30.8K |
| Atlas Brown,Inc. | $4.2M | 19,940 | 1.10% | 32q | -0.7%-$29.1K |
| Prosperity Planning, Inc. | $3.7M | 17,655 | 0.82% | 24q | -1.6%-$60.7K |
| Apella Capital, LLC | $2.6M | 12,209 | 0.03% | 15q | +144.7%+$1.5M |
| Graves Light Lenhart Wealth, Inc. | $1.8M | 8,673 | 0.17% | 29q | -1.4%-$26.0K |
| Veery Capital, LLC | $1.5M | 7,373 | 0.41% | 24q | -4.3%-$68.9K |
| Valeo Financial Advisors, LLC | $1.5M | 7,029 | 0.03% | 32q | +1.3%+$18.8K |
| Aletheian Wealth Advisors LLC | $1.4M | 6,805 | 0.57% | 19q | +3.9%+$53.0K |
| MassMutual Private Wealth & Trust, FSB | $1.1M | 5,298 | 0.03% | 32q | -2.4%-$27.2K |
| DAVIDSON TRUST CO | $1.0M | 4,999 | 0.41% | 28q | -1.9%-$20.5K |
| Wedmont Private Capital | $1.0M | 4,880 | 0.02% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $815.7K | 3,895 | 0.23% | 15q | HELD |
| GAMMA Investing LLC | $712.8K | 3,403 | 0.02% | 12q | HELD |
| Friday Financial | $669.1K | 3,178 | 0.13% | 8q | +32.1%+$162.8K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $606.6K | 2,896 | 0.05% | 9q | HELD |
| Versant Capital Management, Inc | $541.3K | 2,584 | 0.05% | 32q | HELD |
| Emergent Wealth Advisors, LLC | $506.9K | 2,420 | 0.27% | 12q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $473.4K | 2,260 | 0.04% | 15q | HELD |
| SAPIENT CAPITAL LLC | $466.9K | 2,229 | 0.01% | 12q | -50.0%-$466.9K |
| Paragon Capital Management Ltd | $465.8K | 2,224 | 0.09% | 32q | HELD |
| CHAPIN DAVIS, INC. | $387.7K | 1,851 | 0.07% | 16q | HELD |
| STEPH & CO | $357.7K | 1,708 | 0.09% | 28q | -6.4%-$24.3K |
| CONGRESS ASSET MANAGEMENT CO | $355.6K | 1,698 | 0.00% | new | NEW |
| DECISION INVESTMENTS, INC | $341.0K | 1,628 | 0.31% | 4q | HELD |
| DIVERSIFIED MANAGEMENT INC | $306.6K | 1,464 | 0.05% | 4q | +3.8%+$11.3K |
| FINANCIAL MANAGEMENT NETWORK INC | $286.2K | 1,348 | 0.04% | 24q | -15.8%-$53.5K |
| Balefire, LLC | $283.4K | 1,353 | 0.04% | 2q | -4.9%-$14.7K |
| Avidian Wealth Enterprises, LLC | $276.1K | 1,318 | 0.01% | 3q | +16.6%+$39.4K |
| ROCKLAND TRUST CO | $259.5K | 1,239 | 0.01% | 3q | HELD |
| M.E. ALLISON & CO., INC. | $252.3K | 1,204 | 0.14% | 5q | HELD |
| Canandaigua National Trust Co of Florida | $250.3K | 1,195 | 0.14% | new | NEW |
| Cambridge Financial Group, LLC | $243.3K | 1,100 | 0.08% | 5q | HELD |
| Wealth Enhancement Trust Services, Inc. | $224.9K | 1,074 | 0.02% | 4q | -50.3%-$227.7K |
| Grove Bank & Trust | $138.0K | 659 | 0.01% | 15q | HELD |
| Dorato Capital Management | $137.8K | 656 | 0.09% | 4q | HELD |
| EASTERN BANK | $126.9K | 606 | 0.00% | 2q | +49.6%+$42.1K |
| ATWOOD & PALMER INC | $91.9K | 439 | 0.00% | 16q | HELD |
| Marquette Asset Management, LLC | $82.3K | 393 | 0.01% | 26q | HELD |
| Bangor Savings Bank | $70.6K | 337 | 0.01% | 9q | HELD |
| Roxbury Financial LLC | $57.5K | 275 | 0.04% | 8q | HELD |
| TOMPKINS FINANCIAL CORP | $36.7K | 175 | 0.00% | 9q | HELD |
| Pacifica Partners Inc. | $28.8K | 137 | 0.01% | 15q | HELD |
| CoreCap Advisors, LLC | $27.6K | 132 | 0.00% | 9q | +0.8% |
| WoodTrust Financial Corp | $26.7K | 127,265 | 3.23% | 10q | -3.7%-$1.0K |
| Horizons Wealth Management | $20.9K | 100 | 0.01% | 17q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $13.2K | 63 | 0.00% | 18q | HELD |
| LBJ Family Wealth Advisors, Ltd. | $12.5K | 59,728 | 6.39% | 32q | -0.6% |
| Noble Wealth Management PBC | $6.3K | 30 | 0.00% | 7q | HELD |
| Hickory Point Bank & Trust | $4.6K | 22 | 0.00% | 3q | HELD |
| Trust Co | $377 | 2 | 0.00% | new | NEW |
| PROFESSIONAL ADVISORY SERVICES INC | $258 | 1,232 | 0.03% | 5q | HELD |
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 | 54 | $121.2M | 578,514 | 4 | 11 | 14 | 0.0% |
| Q2 2026 | 1,080 | $11.0B | 49,573,928 | 93 | 226 | 313 | 0.6% |
| Q1 2026 | 1,024 | $9.5B | 49,913,831 | 71 | 225 | 328 | 0.3% |
| Q4 2025 | 1,044 | $9.2B | 50,592,102 | 85 | 275 | 268 | 0.3% |
| Q3 2025 | 974 | $9.1B | 50,932,522 | 75 | 201 | 289 | 1.2% |
| Q2 2025 | 968 | $8.5B | 53,274,298 | 52 | 252 | 339 | 0.7% |
| Q1 2025 | 988 | $8.5B | 55,825,222 | 45 | 207 | 359 | 0.9% |
| Q4 2024 | 1,060 | $9.3B | 56,096,142 | 89 | 266 | 290 | 1.2% |
| Q3 2024 | 978 | $9.6B | 56,395,367 | 95 | 228 | 314 | 2.0% |
| Q2 2024 | 932 | $8.7B | 56,471,304 | 61 | 213 | 320 | 0.7% |
| Q1 2024 | 957 | $11.2B | 70,110,964 | 76 | 206 | 331 | 1.0% |
| Q4 2023 | 973 | $10.5B | 66,399,088 | 90 | 274 | 302 | 1.8% |
| Q3 2023 | 890 | $7.8B | 56,874,162 | 66 | 206 | 301 | 1.1% |
| Q2 2023 | 891 | $8.3B | 58,961,902 | 59 | 210 | 326 | 1.1% |
| Q1 2023 | 873 | $8.2B | 59,020,794 | 53 | 226 | 313 | 0.8% |
| Q4 2022 | 936 | $9.0B | 63,983,245 | 107 | 274 | 257 | 1.1% |
| Q3 2022 | 843 | $8.2B | 61,631,389 | 46 | 259 | 260 | 2.7% |
| Q2 2022 | 882 | $8.7B | 61,362,564 | 71 | 248 | 279 | 4.9% |
| Q1 2022 | 916 | $11.6B | 69,100,347 | 76 | 253 | 280 | 4.0% |
| Q4 2021 | 946 | $12.5B | 72,176,704 | 84 | 318 | 216 | 4.3% |
| Q3 2021 | 834 | $11.9B | 73,307,503 | 48 | 231 | 244 | 1.7% |
| Q2 2021 | 850 | $12.3B | 72,913,179 | 68 | 258 | 268 | 1.4% |
| Q1 2021 | 833 | $11.6B | 71,875,052 | 112 | 230 | 258 | 1.4% |
| Q4 2020 | 778 | $8.9B | 65,032,725 | 138 | 232 | 190 | 4.1% |
| Q3 2020 | 635 | $5.7B | 56,405,271 | 52 | 164 | 237 | 1.7% |
| Q2 2020 | 637 | $6.9B | 53,587,555 | 63 | 184 | 256 | 24.3% |
| Q1 2020 | 669 | $4.8B | 57,964,981 | 59 | 201 | 266 | 0.2% |
| Q4 2019 | 744 | $6.5B | 50,484,058 | 64 | 205 | 197 | 0.4% |
| Q3 2019 | 657 | $6.2B | 50,353,650 | 46 | 170 | 224 | 2.4% |
| Q2 2019 | 653 | $5.9B | 48,307,043 | 38 | 193 | 210 | 1.4% |
| Q1 2019 | 679 | $5.7B | 47,318,119 | 66 | 159 | 237 | 0.8% |
| Q4 2018 | 671 | $5.9B | 54,473,071 | 6 | 12 | 9 | 0.3% |