# ISHARES TR (IWP)

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

- Reporting holders: 73
- Reported value: $235.4M
- 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/) | $87.3M | 633,950 | 5.0% | 32 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $27.1M | 196,875 | 3.0% | 20 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $17.9M | 130,240 | 3.1% | 4 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $16.9M | 122,704 | 1.2% | 8 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $13.5M | 98,393 | 1.2% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $8.0M | 58,042 | 0.1% | 16 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $6.8M | 49,409 | 0.0% | 32 |
| [ACIMA PRIVATE WEALTH, LLC](https://holderbook.com/funds/1761961-acima-private-wealth-llc/) | $5.1M | 37,139 | 1.5% | 32 |
| [LWM ADVISORS INC](https://holderbook.com/funds/2067328-lwm-advisors-inc/) | $4.5M | 32,814 | 3.4% | 8 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $4.5M | 32,458 | 1.2% | 32 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $4.3M | 31,167 | 0.7% | 16 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $4.2M | 30,607 | 1.7% | 12 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $3.7M | 26,536 | 0.7% | 8 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $3.1M | 22,243 | 1.6% | 27 |
| [Dominguez Wealth Management Solutions, Inc.](https://holderbook.com/funds/1881335-dominguez-wealth-management-solutions-inc/) | $2.6M | 18,585 | 1.4% | 16 |
| [Post Resch Tallon Group Inc.](https://holderbook.com/funds/2054476-post-resch-tallon-group-inc/) | $2.5M | 17,917 | 1.7% | 8 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $2.5M | 17,900 | 0.2% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $2.1M | 14,969 | 0.0% | 32 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.6M | 11,694 | 0.0% | 28 |
| [Taylor & Morgan Wealth Management, LLC](https://holderbook.com/funds/1844266-taylor-morgan-wealth-management-llc/) | $1.3M | 9,539 | 0.6% | 20 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $1.1M | 8,296 | 0.6% | 6 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $1.1M | 7,705 | 0.8% | 4 |
| [Lee, Kelleher & Klein Wealth Management](https://holderbook.com/funds/2063827-lee-kelleher-klein-wealth-management/) | $947.9K | 6,885 | 0.5% | 8 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $832.8K | 6,049 | 0.0% | 32 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $819.2K | 5,950 | 0.1% | 31 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 73 | $235.4M |
| Q2 2026 | 1,224 | $17.6B |
| Q1 2026 | 1,175 | $15.3B |
| Q4 2025 | 1,238 | $16.3B |
| Q3 2025 | 1,170 | $16.2B |
| Q2 2025 | 1,172 | $14.5B |
| Q1 2025 | 1,094 | $12.5B |
| Q4 2024 | 1,140 | $13.1B |
| Q3 2024 | 1,024 | $10.6B |
| Q2 2024 | 1,023 | $10.3B |
| Q1 2024 | 1,043 | $14.0B |
| Q4 2023 | 1,018 | $12.0B |