# ISHARES TR (IWR)

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

- Reporting holders: 100
- Reported value: $289.7M
- 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 |
|---|---|---|---|---|
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $30.8M | 288,923 | 0.7% | 32 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $29.8M | 279,139 | 2.8% | 32 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $19.8M | 185,837 | 1.4% | 31 |
| [PFW Advisors LLC](https://holderbook.com/funds/1989744-pfw-advisors-llc/) | $19.0M | 177,997 | 5.6% | 14 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $18.9M | 176,761 | 0.5% | 32 |
| [Taylor & Morgan Wealth Management, LLC](https://holderbook.com/funds/1844266-taylor-morgan-wealth-management-llc/) | $15.3M | 143,205 | 7.3% | 20 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $11.9M | 111,232 | 3.0% | 28 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $11.2M | 104,565 | 0.9% | 23 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $10.5M | 98,453 | 0.9% | 16 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $9.0M | 84,361 | 4.4% | 17 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $8.7M | 81,509 | 5.7% | 8 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $7.4M | 69,277 | 3.8% | 3 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $6.5M | 61,044 | 1.0% | 28 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $5.8M | 54,360 | 0.5% | 8 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $5.6M | 52,476 | 0.2% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.6M | 42,971 | 0.0% | 14 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $4.5M | 42,604 | 1.8% | 28 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $3.8M | 35,536 | 0.1% | 12 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $3.5M | 33,170 | 0.4% | 31 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $3.2M | 29,756 | 0.8% | 8 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $3.0M | 28,043 | 1.2% | 12 |
| [Paladin Partners, LLC](https://holderbook.com/funds/2141570-paladin-partners-llc/) | $2.5M | 23,637 | 1.6% | 2 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $2.5M | 22,966 | 0.3% | 32 |
| [Lee, Kelleher & Klein Wealth Management](https://holderbook.com/funds/2063827-lee-kelleher-klein-wealth-management/) | $2.4M | 22,936 | 1.3% | 8 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $2.4M | 22,529 | 0.1% | 28 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 100 | $289.7M |
| Q2 2026 | 1,599 | $49.1B |
| Q1 2026 | 1,517 | $45.1B |
| Q4 2025 | 1,528 | $38.7B |
| Q3 2025 | 1,434 | $37.8B |
| Q2 2025 | 1,445 | $35.1B |
| Q1 2025 | 1,377 | $31.9B |
| Q4 2024 | 1,419 | $32.1B |
| Q3 2024 | 1,298 | $30.4B |
| Q2 2024 | 1,243 | $28.1B |
| Q1 2024 | 1,257 | $28.9B |
| Q4 2023 | 1,250 | $26.2B |