# ISHARES TR (IWS)

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

- Reporting holders: 63
- Reported value: $198.2M
- 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/) | $109.5M | 680,980 | 6.3% | 32 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $22.8M | 141,776 | 2.5% | 20 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $9.4M | 58,612 | 1.6% | 2 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $8.5M | 52,781 | 1.0% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $7.7M | 48,141 | 0.1% | 16 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $5.5M | 34,056 | 2.3% | 12 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $5.4M | 33,788 | 0.9% | 16 |
| [LWM ADVISORS INC](https://holderbook.com/funds/2067328-lwm-advisors-inc/) | $5.1M | 31,544 | 3.8% | 8 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $3.7M | 22,888 | 0.7% | 8 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $3.2M | 20,020 | 0.8% | 32 |
| [SACKS & ASSOCIATES, LLC](https://holderbook.com/funds/2145868-sacks-associates-llc/) | $1.0M | 6,322 | 0.7% | 4 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $971.5K | 6,006 | 0.7% | 4 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $960.6K | 5,976 | 0.2% | 17 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $891.9K | 5,549 | 0.0% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $809.6K | 5,026 | 0.0% | 32 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $796.3K | 4,954 | 0.1% | 8 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $783.9K | 4,877 | 0.6% | 11 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $663.7K | 4,129 | 0.0% | 1 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $655.8K | 4,028 | 0.0% | 15 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $652.5K | 4,014 | 0.1% | 24 |
| [Paladin Partners, LLC](https://holderbook.com/funds/2141570-paladin-partners-llc/) | $647.8K | 4,030 | 0.4% | 2 |
| [JP Wealth Management, Inc.](https://holderbook.com/funds/1967622-jp-wealth-management-inc/) | $626.2K | 5,868 | 0.4% | 8 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $504.9K | 3,141 | 0.1% | 16 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $489.3K | 3,044 | 0.1% | 13 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $478.4K | 2,976 | 0.1% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 63 | $198.2M |
| Q2 2026 | 1,049 | $12.7B |
| Q1 2026 | 990 | $11.9B |
| Q4 2025 | 991 | $11.6B |
| Q3 2025 | 935 | $11.2B |
| Q2 2025 | 923 | $10.9B |
| Q1 2025 | 927 | $10.6B |
| Q4 2024 | 951 | $10.9B |
| Q3 2024 | 883 | $10.8B |
| Q2 2024 | 861 | $10.2B |
| Q1 2024 | 854 | $13.5B |
| Q4 2023 | 857 | $11.6B |