# ISHARES TR (IWO)

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

- Reporting holders: 63
- Reported value: $119.9M
- 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 |
|---|---|---|---|---|
| [STEPHENS GROUP ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1726808-stephens-group-asset-management-llc/) | $21.8M | 61,038 | 1.2% | 23 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $13.8M | 38,791 | 1.5% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $8.2M | 22,926 | 0.1% | 15 |
| [LWM ADVISORS INC](https://holderbook.com/funds/2067328-lwm-advisors-inc/) | $8.2M | 22,868 | 6.2% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $7.1M | 20,034 | 0.2% | 15 |
| [FELL CAPITAL MANAGEMENT /ADV](https://holderbook.com/funds/850601-fell-capital-management-adv/) | $5.3M | 14,917 | 4.6% | 4 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $4.1M | 11,398 | 0.3% | 32 |
| [Echo45 Advisors LLC](https://holderbook.com/funds/1908617-echo45-advisors-llc/) | $4.1M | 11,353 | 1.8% | 20 |
| [SACKS & ASSOCIATES, LLC](https://holderbook.com/funds/2145868-sacks-associates-llc/) | $4.0M | 11,204 | 2.8% | 4 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $3.9M | 10,996 | 0.6% | 31 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $3.6M | 10,208 | 1.0% | 32 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $3.4M | 9,438 | 0.2% | 31 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $3.0M | 8,439 | 0.3% | 4 |
| [jvl associates llc](https://holderbook.com/funds/1915765-jvl-associates-llc/) | $2.4M | 6,784 | 0.7% | 36 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.9M | 5,342 | 0.0% | 32 |
| [DECISION INVESTMENTS, INC](https://holderbook.com/funds/2111652-decision-investments-inc/) | $1.9M | 5,194 | 1.7% | 4 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $1.6M | 4,407 | 0.3% | 6 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $1.5M | 4,066 | 0.6% | 28 |
| [Veery Capital, LLC](https://holderbook.com/funds/1844375-veery-capital-llc/) | $1.4M | 3,843 | 0.4% | 24 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $1.3M | 3,544 | 0.2% | 18 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.2M | 3,512 | 0.0% | 3 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $1.1M | 3,219 | 0.1% | 9 |
| [ACIMA PRIVATE WEALTH, LLC](https://holderbook.com/funds/1761961-acima-private-wealth-llc/) | $1.1M | 3,170 | 0.3% | 32 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $1.1M | 3,047 | 0.0% | 13 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $1.1M | 2,966 | 0.2% | 24 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 63 | $119.9M |
| Q2 2026 | 1,110 | $12.5B |
| Q1 2026 | 1,028 | $10.0B |
| Q4 2025 | 1,068 | $10.4B |
| Q3 2025 | 996 | $10.0B |
| Q2 2025 | 962 | $8.9B |
| Q1 2025 | 961 | $8.1B |
| Q4 2024 | 1,054 | $9.7B |
| Q3 2024 | 964 | $9.1B |
| Q2 2024 | 904 | $8.5B |
| Q1 2024 | 936 | $10.6B |
| Q4 2023 | 925 | $9.4B |