ISHARES TR (IWS)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
63
Reporting holders
$198.2M
Reported value
0.0%
Calls
0.0%
Puts
-986
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 | $109.5M | 680,980 | 6.25% | 32q | -4.1%-$4.7M |
| RTD Financial Advisors, Inc. | $22.8M | 141,776 | 2.49% | 20q | -1.3%-$309.9K |
| MFA WEALTH ADVISORS, LLC | $9.4M | 58,612 | 1.60% | 2q | +493.1%+$7.8M |
| INSPIRION WEALTH ADVISORS, LLC | $8.5M | 52,781 | 0.96% | 32q | HELD |
| Farther Finance Advisors, LLC | $7.7M | 48,141 | 0.05% | 16q | +10.0%+$702.8K |
| Councilor Wealth, LLC | $5.5M | 34,056 | 2.26% | 12q | -3.9%-$224.2K |
| Whitaker-Myers Wealth Managers, LTD. | $5.4M | 33,788 | 0.88% | 16q | -18.1%-$1.2M |
| LWM ADVISORS INC | $5.1M | 31,544 | 3.83% | 8q | HELD |
| Friday Financial | $3.7M | 22,888 | 0.73% | 8q | +228.6%+$2.6M |
| Atlas Brown,Inc. | $3.2M | 20,020 | 0.85% | 32q | HELD |
| SACKS & ASSOCIATES, LLC | $1.0M | 6,322 | 0.71% | 4q | -2.7%-$28.3K |
| Asempa Wealth Advisors | $971.5K | 6,006 | 0.74% | 4q | -26.5%-$350.4K |
| Prosperity Planning, Inc. | $960.6K | 5,976 | 0.21% | 17q | -1.8%-$17.7K |
| ROCKLAND TRUST CO | $891.9K | 5,549 | 0.03% | 32q | +17.5%+$132.8K |
| Valeo Financial Advisors, LLC | $809.6K | 5,026 | 0.02% | 32q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $796.3K | 4,954 | 0.07% | 8q | +2.4%+$18.6K |
| City Center Advisors, LLC | $783.9K | 4,877 | 0.60% | 11q | HELD |
| Avidian Wealth Enterprises, LLC | $663.7K | 4,129 | 0.02% | new | NEW |
| Apella Capital, LLC | $655.8K | 4,028 | 0.01% | 15q | +0.7%+$4.6K |
| FINANCIAL MANAGEMENT NETWORK INC | $652.5K | 4,014 | 0.09% | 24q | -0.7%-$4.9K |
| Paladin Partners, LLC | $647.8K | 4,030 | 0.40% | 2q | HELD |
| JP Wealth Management, Inc. | $626.2K | 5,868 | 0.40% | 8q | HELD |
| Grove Bank & Trust | $504.9K | 3,141 | 0.05% | 16q | HELD |
| Breakwater Capital Group | $489.3K | 3,044 | 0.06% | 13q | HELD |
| DIVERSIFIED MANAGEMENT INC | $478.4K | 2,976 | 0.08% | 4q | +3.5%+$16.2K |
| DAVIDSON TRUST CO | $469.4K | 2,920 | 0.19% | 12q | HELD |
| ACIMA PRIVATE WEALTH, LLC | $415.5K | 2,585 | 0.12% | 32q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $384.5K | 2,392 | 0.10% | 12q | -7.4%-$30.9K |
| EASTERN BANK | $367.1K | 2,284 | 0.01% | 9q | -4.7%-$18.0K |
| Lee, Kelleher & Klein Wealth Management | $343.2K | 2,135 | 0.18% | 8q | HELD |
| S.E.E.D. Planning Group LLC | $336.1K | 2,091 | 0.08% | new | NEW |
| Montecito Bank & Trust | $283.7K | 1,765 | 0.04% | 31q | -2.5%-$7.4K |
| Balefire, LLC | $278.1K | 1,730 | 0.04% | 2q | -3.1%-$8.8K |
| Cooper Financial Group | $274.0K | 1,704 | 0.02% | 32q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $273.3K | 1,700 | 0.18% | 4q | HELD |
| LAWOOD & CO | $260.7K | 1,622 | 0.18% | 4q | -1.1%-$2.9K |
| Galvin, Gaustad & Stein, LLC | $256.5K | 1,595 | 0.02% | 7q | -83.1%-$1.3M |
| Wealth Science Advisors LLC | $249.8K | 1,554 | 0.11% | 4q | HELD |
| Versant Capital Management, Inc | $242.0K | 1,505 | 0.02% | 16q | HELD |
| Everhart Financial Group, Inc. | $211.9K | 1,318 | 0.01% | 2q | HELD |
| First Citizens Financial Corp | $208.5K | 1,297 | 0.09% | 2q | HELD |
| YHB Investment Advisors, Inc. | $204.1K | 1,270 | 0.01% | 2q | HELD |
| GAMMA Investing LLC | $195.6K | 1,217 | 0.01% | 12q | +13.0%+$22.5K |
| ELEVATION WEALTH PARTNERS, LLC | $138.5K | 861 | 0.04% | 15q | +1.5%+$2.1K |
| Trust Co | $120.3K | 749 | 0.01% | 32q | +4.5%+$5.1K |
| CoreCap Advisors, LLC | $114.0K | 709 | 0.00% | 9q | -9.1%-$11.4K |
| STEPH & CO | $109.1K | 679 | 0.03% | 28q | HELD |
| Acropolis Investment Management, LLC | $107.0K | 666 | 0.00% | 2q | HELD |
| GoalVest Advisory LLC | $85.4K | 531 | 0.01% | 6q | HELD |
| Olistico Wealth, LLC | $76.2K | 474 | 0.03% | 4q | -6.0%-$4.8K |
| Bangor Savings Bank | $74.9K | 466 | 0.01% | 18q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $69.9K | 435 | 0.00% | 16q | +2.6%+$1.8K |
| Wealth Enhancement Trust Services, Inc. | $48.7K | 303 | 0.01% | 4q | -51.7%-$52.1K |
| Horizons Wealth Management | $44.8K | 279 | 0.03% | 17q | HELD |
| Rosenberg Matthew Hamilton | $41.0K | 255 | 0.01% | 2q | HELD |
| Bank of New Hampshire | $34.2K | 213 | 0.01% | 19q | HELD |
| Roxbury Financial LLC | $28.5K | 177 | 0.02% | 8q | HELD |
| Planning Strategies Inc. | $21.9K | 136 | 0.01% | 2q | HELD |
| LBJ Family Wealth Advisors, Ltd. | $20.2K | 125,841 | 10.33% | 32q | +0.8% |
| Bullock Wealth Management Group | $14.2K | 87 | 0.01% | 11q | HELD |
| TOMPKINS FINANCIAL CORP | $12.1K | 75 | 0.00% | new | NEW |
| AMERICAN NATIONAL BANK & TRUST | $11.9K | 74 | 0.00% | 32q | HELD |
| Davis Capital Management | $8.4K | 52 | 0.00% | new | NEW |
| FIRST COMMUNITY TRUST NA | $6.6K | 41 | 0.00% | 6q | HELD |
| Polaris Financial Partners | $170 | 1,050 | 0.08% | new | FIRST |
| CX Institutional | $97 | 601 | 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 | $198.2M | 1,234,472 | 4 | 11 | 17 | 0.0% |
| Q2 2026 | 1,049 | $12.7B | 76,746,411 | 91 | 241 | 310 | 0.0% |
| Q1 2026 | 990 | $11.9B | 81,699,684 | 66 | 210 | 318 | 0.0% |
| Q4 2025 | 991 | $11.6B | 80,710,888 | 69 | 267 | 244 | 0.0% |
| Q3 2025 | 935 | $11.2B | 80,381,820 | 74 | 208 | 275 | 0.0% |
| Q2 2025 | 923 | $10.9B | 82,747,303 | 52 | 221 | 300 | 0.0% |
| Q1 2025 | 927 | $10.6B | 84,230,633 | 48 | 190 | 320 | 0.0% |
| Q4 2024 | 951 | $10.9B | 84,157,247 | 61 | 242 | 237 | 0.0% |
| Q3 2024 | 883 | $10.8B | 81,760,652 | 59 | 195 | 267 | 0.0% |
| Q2 2024 | 861 | $10.2B | 84,234,014 | 53 | 221 | 265 | 0.1% |
| Q1 2024 | 854 | $13.5B | 107,266,910 | 56 | 200 | 294 | 0.1% |
| Q4 2023 | 857 | $11.6B | 99,624,676 | 78 | 233 | 256 | 0.1% |
| Q3 2023 | 789 | $9.6B | 91,763,220 | 42 | 180 | 273 | 0.0% |
| Q2 2023 | 800 | $10.2B | 92,480,602 | 40 | 200 | 269 | 0.0% |
| Q1 2023 | 798 | $10.3B | 97,506,731 | 43 | 181 | 270 | 0.1% |
| Q4 2022 | 832 | $10.6B | 100,379,355 | 82 | 220 | 242 | 0.1% |
| Q3 2022 | 747 | $9.7B | 100,950,509 | 48 | 194 | 245 | 0.0% |
| Q2 2022 | 759 | $10.0B | 97,978,072 | 55 | 230 | 218 | 0.0% |
| Q1 2022 | 766 | $11.6B | 96,560,672 | 55 | 221 | 197 | 0.0% |
| Q4 2021 | 786 | $12.3B | 100,209,617 | 75 | 231 | 158 | 0.0% |
| Q3 2021 | 672 | $10.5B | 92,619,248 | 44 | 194 | 170 | 0.0% |
| Q2 2021 | 675 | $10.5B | 91,235,057 | 59 | 196 | 199 | 0.0% |
| Q1 2021 | 661 | $10.2B | 93,240,456 | 70 | 166 | 222 | 0.0% |
| Q4 2020 | 633 | $9.3B | 95,835,626 | 86 | 160 | 157 | 0.1% |
| Q3 2020 | 541 | $7.5B | 92,541,235 | 44 | 123 | 187 | 0.0% |
| Q2 2020 | 542 | $7.3B | 95,099,993 | 55 | 112 | 223 | 0.0% |
| Q1 2020 | 534 | $6.5B | 101,348,254 | 44 | 156 | 193 | 0.0% |
| Q4 2019 | 622 | $8.9B | 94,175,455 | 53 | 179 | 129 | 0.0% |
| Q3 2019 | 538 | $8.1B | 89,783,099 | 30 | 137 | 164 | 0.0% |
| Q2 2019 | 541 | $7.8B | 87,202,154 | 38 | 159 | 154 | 0.0% |
| Q1 2019 | 561 | $6.4B | 73,147,466 | 52 | 126 | 205 | 0.0% |
| Q4 2018 | 532 | $7.3B | 96,026,910 | 4 | 7 | 8 | 0.0% |