ISHARES TR (IWO)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
63
Reporting holders
$119.9M
Reported value
0.0%
Calls
0.0%
Puts
-1,047
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 | $21.8M | 61,038 | 1.24% | 23q | -18.2%-$4.8M |
| RTD Financial Advisors, Inc. | $13.8M | 38,791 | 1.51% | 20q | -1.9%-$263.7K |
| Farther Finance Advisors, LLC | $8.2M | 22,926 | 0.06% | 15q | +6.9%+$527.9K |
| LWM ADVISORS INC | $8.2M | 22,868 | 6.16% | 8q | -1.3%-$104.2K |
| Avidian Wealth Enterprises, LLC | $7.1M | 20,034 | 0.20% | 15q | -1.1%-$76.7K |
| FELL CAPITAL MANAGEMENT /ADV | $5.3M | 14,917 | 4.58% | 4q | +1.5%+$80.3K |
| Versant Capital Management, Inc | $4.1M | 11,398 | 0.35% | 32q | HELD |
| Echo45 Advisors LLC | $4.1M | 11,353 | 1.85% | 20q | +1.3%+$51.0K |
| SACKS & ASSOCIATES, LLC | $4.0M | 11,204 | 2.79% | 4q | -2.0%-$80.7K |
| Montecito Bank & Trust | $3.9M | 10,996 | 0.59% | 31q | -3.0%-$122.8K |
| Atlas Brown,Inc. | $3.6M | 10,208 | 0.96% | 32q | -0.8%-$31.1K |
| TOMPKINS FINANCIAL CORP | $3.4M | 9,438 | 0.24% | 31q | HELD |
| Wealth Enhancement Trust Services, Inc. | $3.0M | 8,439 | 0.32% | 4q | -68.0%-$6.4M |
| jvl associates llc | $2.4M | 6,784 | 0.70% | 36q | HELD |
| Valeo Financial Advisors, LLC | $1.9M | 5,342 | 0.04% | 32q | +4.0%+$73.5K |
| DECISION INVESTMENTS, INC | $1.9M | 5,194 | 1.68% | 4q | -0.9%-$16.1K |
| Friday Financial | $1.6M | 4,407 | 0.31% | 6q | +57.2%+$573.3K |
| DAVIDSON TRUST CO | $1.5M | 4,066 | 0.57% | 28q | +3.5%+$49.3K |
| Veery Capital, LLC | $1.4M | 3,843 | 0.37% | 24q | -4.2%-$60.3K |
| RIVERSEDGE ADVISORS, LLC | $1.3M | 3,544 | 0.16% | 18q | HELD |
| Apella Capital, LLC | $1.2M | 3,512 | 0.02% | 3q | +110.7%+$655.7K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.1M | 3,219 | 0.10% | 9q | HELD |
| ACIMA PRIVATE WEALTH, LLC | $1.1M | 3,170 | 0.33% | 32q | HELD |
| CONGRESS ASSET MANAGEMENT CO | $1.1M | 3,047 | 0.01% | 13q | -39.7%-$715.2K |
| Prosperity Planning, Inc. | $1.1M | 2,966 | 0.23% | 24q | -1.3%-$14.3K |
| EASTERN BANK | $1.1M | 2,950 | 0.02% | 9q | -2.3%-$25.0K |
| DIVERSIFIED MANAGEMENT INC | $1.0M | 2,829 | 0.18% | 4q | +1.8%+$18.2K |
| INSPIRION WEALTH ADVISORS, LLC | $951.1K | 2,665 | 0.11% | 31q | HELD |
| Venture Visionary Partners LLC | $916.7K | 2,568 | 0.02% | 10q | HELD |
| FC Advisory LLC | $805.2K | 2,256 | 0.21% | 19q | -4.0%-$33.2K |
| CHAPIN DAVIS, INC. | $563.2K | 1,578 | 0.11% | 16q | HELD |
| AVAII WEALTH MANAGEMENT, LLC | $516.0K | 1,430 | 0.15% | 20q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $487.5K | 1,366 | 0.03% | 8q | -5.0%-$25.7K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $438.6K | 1,229 | 0.01% | 3q | HELD |
| Kaizen Financial Strategies | $383.7K | 1,075 | 0.15% | 10q | HELD |
| EPIQ PARTNERS, LLC | $375.8K | 1,053 | 0.16% | 16q | HELD |
| SAPIENT CAPITAL LLC | $370.8K | 1,039 | 0.00% | 7q | -50.0%-$370.8K |
| Bangor Savings Bank | $360.5K | 1,010 | 0.03% | 32q | HELD |
| Heartwood Wealth Advisors LLC | $353.0K | 989 | 0.03% | 12q | -0.6%-$2.1K |
| MassMutual Private Wealth & Trust, FSB | $289.1K | 810 | 0.01% | 32q | HELD |
| Intelligence Driven Advisers, LLC | $273.5K | 766 | 0.05% | 6q | HELD |
| Global Wealth Strategies & Associates | $260.5K | 730 | 0.05% | 16q | -1.9%-$5.0K |
| Asempa Wealth Advisors | $254.2K | 711 | 0.19% | 4q | HELD |
| JP Wealth Management, Inc. | $248.8K | 697 | 0.16% | 5q | HELD |
| Galvin, Gaustad & Stein, LLC | $238.9K | 669 | 0.02% | 5q | HELD |
| Everhart Financial Group, Inc. | $237.3K | 665 | 0.01% | 5q | -4.0%-$10.0K |
| Balefire, LLC | $227.0K | 636 | 0.04% | 2q | +5.0%+$10.7K |
| Lee, Kelleher & Klein Wealth Management | $210.2K | 589 | 0.11% | 2q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $191.3K | 536 | 0.05% | 12q | HELD |
| Miller Global Investments, LLC | $178.4K | 500 | 0.14% | 4q | HELD |
| Grove Bank & Trust | $152.4K | 427 | 0.02% | 11q | HELD |
| Trust Co | $123.2K | 345 | 0.01% | 32q | HELD |
| General Partner, Inc. | $71.4K | 200 | 0.04% | 15q | HELD |
| Dorato Capital Management | $65.4K | 184 | 0.04% | 4q | HELD |
| GAMMA Investing LLC | $63.5K | 178 | 0.00% | 11q | -5.3%-$3.6K |
| CoreCap Advisors, LLC | $45.7K | 128 | 0.00% | 9q | -7.2%-$3.6K |
| Retirement Wealth Solutions LLC | $41.0K | 115 | 0.02% | 5q | HELD |
| Coastline Trust Co | $36.0K | 101 | 0.00% | 2q | HELD |
| WoodTrust Financial Corp | $25.1K | 70,462 | 3.05% | 10q | -2.8% |
| Bullock Wealth Management Group | $11.8K | 33 | 0.00% | 11q | HELD |
| Marquette Asset Management, LLC | $8.9K | 25 | 0.00% | 3q | HELD |
| LBJ Family Wealth Advisors, Ltd. | $8.7K | 24,264 | 4.42% | 32q | HELD |
| GK Wealth Management LLC | $7.3K | 21 | 0.00% | new | NEW |
| Go Invest LLC | $4.2K | 12 | 0.00% | 4q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $1.1K | 3 | 0.00% | 3q | HELD |
| CX Institutional | $66 | 185 | 0.00% | 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 | 63 | $119.9M | 335,822 | 1 | 9 | 21 | 0.0% |
| Q2 2026 | 1,110 | $12.5B | 31,742,376 | 123 | 230 | 312 | 0.7% |
| Q1 2026 | 1,028 | $10.0B | 31,817,791 | 57 | 232 | 309 | 0.4% |
| Q4 2025 | 1,068 | $10.4B | 32,165,804 | 81 | 275 | 268 | 0.2% |
| Q3 2025 | 996 | $10.0B | 31,128,954 | 94 | 212 | 273 | 0.3% |
| Q2 2025 | 962 | $8.9B | 31,032,787 | 72 | 197 | 336 | 0.2% |
| Q1 2025 | 961 | $8.1B | 31,464,591 | 40 | 202 | 340 | 0.2% |
| Q4 2024 | 1,054 | $9.7B | 33,504,350 | 92 | 269 | 240 | 0.7% |
| Q3 2024 | 964 | $9.1B | 31,882,484 | 94 | 230 | 257 | 1.1% |
| Q2 2024 | 904 | $8.5B | 32,274,546 | 45 | 202 | 267 | 0.4% |
| Q1 2024 | 936 | $10.6B | 38,977,771 | 92 | 210 | 281 | 0.7% |
| Q4 2023 | 925 | $9.4B | 36,732,595 | 99 | 250 | 234 | 1.5% |
| Q3 2023 | 837 | $7.4B | 32,896,319 | 57 | 227 | 207 | 1.7% |
| Q2 2023 | 828 | $8.1B | 33,136,622 | 55 | 207 | 244 | 1.3% |
| Q1 2023 | 815 | $7.1B | 30,639,781 | 66 | 166 | 286 | 1.7% |
| Q4 2022 | 838 | $7.8B | 34,891,486 | 79 | 241 | 225 | 4.1% |
| Q3 2022 | 794 | $7.3B | 33,260,685 | 64 | 204 | 244 | 5.9% |
| Q2 2022 | 794 | $7.8B | 35,977,558 | 65 | 221 | 254 | 4.5% |
| Q1 2022 | 840 | $9.9B | 35,522,556 | 61 | 208 | 270 | 8.6% |
| Q4 2021 | 905 | $11.8B | 37,438,646 | 74 | 249 | 199 | 7.1% |
| Q3 2021 | 812 | $10.9B | 34,788,456 | 52 | 217 | 207 | 7.1% |
| Q2 2021 | 822 | $11.7B | 34,906,114 | 51 | 205 | 257 | 7.5% |
| Q1 2021 | 835 | $10.1B | 31,594,606 | 84 | 179 | 282 | 6.0% |
| Q4 2020 | 807 | $9.2B | 30,141,222 | 127 | 178 | 211 | 6.1% |
| Q3 2020 | 681 | $6.9B | 30,136,449 | 64 | 141 | 225 | 3.5% |
| Q2 2020 | 661 | $6.6B | 29,808,695 | 96 | 127 | 223 | 7.7% |
| Q1 2020 | 630 | $5.1B | 31,431,499 | 51 | 147 | 256 | 1.7% |
| Q4 2019 | 725 | $6.9B | 31,965,096 | 77 | 156 | 181 | 1.0% |
| Q3 2019 | 621 | $6.6B | 33,684,538 | 41 | 120 | 206 | 1.3% |
| Q2 2019 | 633 | $7.1B | 33,966,336 | 46 | 131 | 210 | 3.7% |
| Q1 2019 | 645 | $6.6B | 32,888,880 | 65 | 132 | 226 | 2.1% |
| Q4 2018 | 645 | $6.3B | 36,664,150 | 5 | 12 | 11 | 3.0% |