ISHARES TR (IWP)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
73
Reporting holders
$235.4M
Reported value
0.0%
Calls
0.0%
Puts
-1,151
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 | $87.3M | 633,950 | 4.99% | 32q | +12.6%+$9.8M |
| RTD Financial Advisors, Inc. | $27.1M | 196,875 | 2.97% | 20q | +0.7%+$197.8K |
| DIVERSIFIED MANAGEMENT INC | $17.9M | 130,240 | 3.13% | 4q | +4.8%+$814.8K |
| Stonebridge Financial Group, LLC | $16.9M | 122,704 | 1.25% | 8q | +2.0%+$324.8K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $13.5M | 98,393 | 1.18% | 8q | +0.5%+$69.3K |
| Farther Finance Advisors, LLC | $8.0M | 58,042 | 0.06% | 16q | +17.5%+$1.2M |
| CONGRESS ASSET MANAGEMENT CO | $6.8M | 49,409 | 0.04% | 32q | -68.0%-$14.4M |
| ACIMA PRIVATE WEALTH, LLC | $5.1M | 37,139 | 1.48% | 32q | HELD |
| LWM ADVISORS INC | $4.5M | 32,814 | 3.41% | 8q | +4.0%+$174.0K |
| Atlas Brown,Inc. | $4.5M | 32,458 | 1.18% | 32q | HELD |
| Whitaker-Myers Wealth Managers, LTD. | $4.3M | 31,167 | 0.70% | 16q | -79.8%-$17.0M |
| Councilor Wealth, LLC | $4.2M | 30,607 | 1.74% | 12q | -5.1%-$226.3K |
| Friday Financial | $3.7M | 26,536 | 0.73% | 8q | +95.9%+$1.8M |
| Ballew Advisors, Inc | $3.1M | 22,243 | 1.56% | 27q | +0.6%+$18.8K |
| Dominguez Wealth Management Solutions, Inc. | $2.6M | 18,585 | 1.42% | 16q | +0.8%+$21.5K |
| Post Resch Tallon Group Inc. | $2.5M | 17,917 | 1.69% | 8q | +4.1%+$97.8K |
| Cooper Financial Group | $2.5M | 17,900 | 0.20% | 32q | +7.4%+$170.3K |
| Valeo Financial Advisors, LLC | $2.1M | 14,969 | 0.04% | 32q | HELD |
| Venture Visionary Partners LLC | $1.6M | 11,694 | 0.04% | 28q | HELD |
| Taylor & Morgan Wealth Management, LLC | $1.3M | 9,539 | 0.63% | 20q | HELD |
| Canandaigua National Trust Co of Florida | $1.1M | 8,296 | 0.63% | 6q | +7.6%+$81.1K |
| Asempa Wealth Advisors | $1.1M | 7,705 | 0.82% | 4q | +75.8%+$463.9K |
| Lee, Kelleher & Klein Wealth Management | $947.9K | 6,885 | 0.49% | 8q | HELD |
| ROCKLAND TRUST CO | $832.8K | 6,049 | 0.03% | 32q | +10.6%+$80.0K |
| Pathway Financial Advisors LLC | $819.2K | 5,950 | 0.09% | 31q | HELD |
| RVW Wealth, LLC | $751.2K | 5,456 | 0.05% | 4q | -6.9%-$55.5K |
| Decker Wealth Management LLC | $750.6K | 5,452 | 0.15% | 4q | HELD |
| Global Wealth Strategies & Associates | $706.3K | 5,130 | 0.13% | 16q | -1.5%-$11.0K |
| Elm3 Financial Group, LLC | $600.6K | 4,363 | 0.40% | 8q | -4.6%-$28.9K |
| Olistico Wealth, LLC | $485.7K | 3,528 | 0.20% | 16q | -26.5%-$175.3K |
| PARK NATIONAL CORP /OH/ | $470.6K | 3,418 | 0.01% | 3q | -51.3%-$495.2K |
| Wealth Enhancement Trust Services, Inc. | $431.8K | 3,136 | 0.05% | 4q | -40.5%-$294.1K |
| Paladin Partners, LLC | $374.5K | 2,720 | 0.23% | 2q | HELD |
| STEPH & CO | $371.7K | 2,700 | 0.09% | 28q | +1.9%+$6.9K |
| Breakwater Capital Group | $364.4K | 2,647 | 0.04% | 12q | +2.1%+$7.4K |
| TrueWealth Advisors, LLC | $351.4K | 2,552 | 0.08% | 24q | HELD |
| Baring Financial LLC | $342.9K | 2,491 | 0.18% | 8q | HELD |
| Wealth Science Advisors LLC | $320.2K | 2,326 | 0.13% | 4q | HELD |
| Apella Capital, LLC | $312.1K | 2,206 | 0.00% | 3q | -7.5%-$25.3K |
| Grove Bank & Trust | $310.5K | 2,255 | 0.03% | 16q | HELD |
| Prosperity Planning, Inc. | $294.8K | 2,141 | 0.07% | 17q | -2.0%-$5.9K |
| YHB Investment Advisors, Inc. | $284.2K | 2,064 | 0.02% | 17q | HELD |
| Montz Harcus Wealth Management LLC | $278.4K | 2,022 | 0.10% | 12q | HELD |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $255.0K | 1,852 | 0.14% | 16q | HELD |
| EASTERN BANK | $254.6K | 1,849 | 0.00% | 9q | HELD |
| Avidian Wealth Enterprises, LLC | $249.4K | 1,811 | 0.01% | new | NEW |
| Monument Capital Management | $241.9K | 1,757 | 0.05% | 2q | HELD |
| Wedmont Private Capital | $237.6K | 1,686 | 0.01% | 6q | -1.8%-$4.4K |
| Acropolis Investment Management, LLC | $230.6K | 1,675 | 0.01% | 26q | -50.0%-$230.6K |
| DECISION INVESTMENTS, INC | $227.4K | 1,652 | 0.21% | 4q | HELD |
| Apeiron RIA LLC | $222.6K | 1,594 | 0.05% | 4q | HELD |
| THRYVE WEALTH MANAGEMENT LLC | $203.9K | 1,481 | 0.11% | 4q | +1.1%+$2.2K |
| Noble Wealth Management PBC | $201.2K | 1,461 | 0.09% | 7q | HELD |
| Trust Co | $157.6K | 1,145 | 0.01% | 32q | +12.5%+$17.5K |
| Dorato Capital Management | $152.5K | 1,078 | 0.10% | 4q | HELD |
| Coastline Trust Co | $88.4K | 642 | 0.01% | 2q | -7.4%-$7.0K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $83.0K | 603 | 0.01% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $79.3K | 576 | 0.02% | 15q | HELD |
| CoreCap Advisors, LLC | $65.4K | 475 | 0.00% | 9q | -24.5%-$21.2K |
| ATWOOD & PALMER INC | $63.3K | 460 | 0.00% | 16q | HELD |
| MassMutual Private Wealth & Trust, FSB | $59.2K | 430 | 0.00% | 32q | HELD |
| Horizons Wealth Management | $58.7K | 426 | 0.04% | 17q | HELD |
| Bank of New Hampshire | $43.0K | 312 | 0.01% | 19q | -39.1%-$27.5K |
| Rosenberg Matthew Hamilton | $28.4K | 206 | 0.01% | 6q | HELD |
| Bank & Trust Co | $18.4K | 134 | 0.01% | 4q | HELD |
| LBJ Family Wealth Advisors, Ltd. | $18.2K | 132,434 | 9.31% | 32q | +1.6% |
| TOMPKINS FINANCIAL CORP | $13.8K | 100 | 0.00% | 19q | -90.3%-$127.6K |
| AMERICAN NATIONAL BANK & TRUST | $13.8K | 100 | 0.00% | 32q | HELD |
| Bullock Wealth Management Group | $8.8K | 63 | 0.00% | 11q | HELD |
| FIRST COMMUNITY TRUST NA | $6.6K | 48 | 0.00% | 6q | HELD |
| Planning Strategies Inc. | $6.5K | 47 | 0.00% | 2q | HELD |
| Versant Capital Management, Inc | $5.8K | 42 | 0.00% | 16q | HELD |
| Davis Capital Management | $4.7K | 34 | 0.00% | new | NEW |
| GK Wealth Management LLC | $3.4K | 25 | 0.00% | new | NEW |
| Polaris Financial Partners | $137 | 990 | 0.06% | new | FIRST |
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 | 73 | $235.4M | 1,708,437 | 4 | 19 | 17 | 0.0% |
| Q2 2026 | 1,224 | $17.6B | 120,197,290 | 100 | 295 | 354 | 0.1% |
| Q1 2026 | 1,175 | $15.3B | 119,584,819 | 58 | 318 | 331 | 0.1% |
| Q4 2025 | 1,238 | $16.3B | 117,284,934 | 82 | 341 | 291 | 0.1% |
| Q3 2025 | 1,170 | $16.2B | 113,172,374 | 62 | 292 | 338 | 0.4% |
| Q2 2025 | 1,172 | $14.5B | 103,753,028 | 123 | 268 | 343 | 0.5% |
| Q1 2025 | 1,094 | $12.5B | 106,239,132 | 55 | 286 | 348 | 0.2% |
| Q4 2024 | 1,140 | $13.1B | 103,045,159 | 98 | 265 | 285 | 0.1% |
| Q3 2024 | 1,024 | $10.6B | 90,750,833 | 57 | 274 | 286 | 0.1% |
| Q2 2024 | 1,023 | $10.3B | 93,338,139 | 53 | 252 | 310 | 0.1% |
| Q1 2024 | 1,043 | $14.0B | 122,402,329 | 82 | 261 | 317 | 0.1% |
| Q4 2023 | 1,018 | $12.0B | 114,785,781 | 93 | 282 | 246 | 0.1% |
| Q3 2023 | 924 | $9.3B | 101,568,407 | 54 | 229 | 262 | 0.1% |
| Q2 2023 | 922 | $9.9B | 122,622,441 | 63 | 224 | 275 | 0.1% |
| Q1 2023 | 886 | $9.1B | 101,012,263 | 59 | 187 | 309 | 0.1% |
| Q4 2022 | 889 | $9.0B | 107,164,594 | 76 | 195 | 295 | 0.1% |
| Q3 2022 | 815 | $8.3B | 105,849,357 | 47 | 218 | 254 | 0.1% |
| Q2 2022 | 830 | $8.4B | 104,814,413 | 47 | 231 | 279 | 0.4% |
| Q1 2022 | 899 | $10.3B | 101,582,117 | 63 | 220 | 314 | 0.8% |
| Q4 2021 | 950 | $12.8B | 108,953,081 | 77 | 244 | 227 | 1.8% |
| Q3 2021 | 831 | $11.8B | 104,780,856 | 59 | 203 | 227 | 0.1% |
| Q2 2021 | 818 | $11.9B | 105,269,874 | 51 | 207 | 236 | 0.0% |
| Q1 2021 | 803 | $11.2B | 109,597,821 | 39 | 205 | 280 | 0.1% |
| Q4 2020 | 816 | $11.7B | 113,557,974 | 85 | 646 | 19 | 0.1% |
| Q3 2020 | 719 | $9.7B | 56,183,999 | 65 | 159 | 233 | 0.3% |
| Q2 2020 | 688 | $9.0B | 56,961,917 | 95 | 158 | 236 | 0.1% |
| Q1 2020 | 624 | $7.0B | 57,627,624 | 55 | 157 | 229 | 0.2% |
| Q4 2019 | 689 | $8.2B | 53,898,503 | 60 | 172 | 154 | 0.0% |
| Q3 2019 | 585 | $7.6B | 54,083,923 | 37 | 128 | 203 | 0.0% |
| Q2 2019 | 591 | $7.8B | 54,909,517 | 58 | 147 | 185 | 0.4% |
| Q1 2019 | 573 | $6.6B | 48,724,586 | 78 | 136 | 175 | 0.3% |
| Q4 2018 | 529 | $5.8B | 51,198,509 | 5 | 6 | 7 | 0.1% |