# ISHARES TR (IWV)

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

- Reporting holders: 45
- Reported value: $250.2M
- 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 |
|---|---|---|---|---|
| [TLWM](https://holderbook.com/funds/1732537-tlwm/) | $122.5M | 283,869 | 19.5% | 32 |
| [EPIQ PARTNERS, LLC](https://holderbook.com/funds/1799435-epiq-partners-llc/) | $32.2M | 74,545 | 13.9% | 28 |
| [Stairway Partners, LLC](https://holderbook.com/funds/1454138-stairway-partners-llc/) | $24.1M | 55,804 | 1.1% | 32 |
| [jvl associates llc](https://holderbook.com/funds/1915765-jvl-associates-llc/) | $12.6M | 29,127 | 3.6% | 36 |
| [Post Resch Tallon Group Inc.](https://holderbook.com/funds/2054476-post-resch-tallon-group-inc/) | $12.2M | 28,344 | 8.4% | 8 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $9.0M | 20,472 | 0.1% | 26 |
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $4.5M | 10,346 | 0.8% | 24 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $4.4M | 10,097 | 0.3% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $3.0M | 6,858 | 0.1% | 19 |
| [SILVIA MCCOLL WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1991983-silvia-mccoll-wealth-management-llc/) | $2.4M | 5,448 | 1.4% | 16 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $2.3M | 5,311 | 0.1% | 13 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $2.2M | 4,892 | 0.4% | 23 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $1.8M | 4,150 | 0.2% | 9 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $1.5M | 3,483 | 0.4% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.4M | 3,271 | 0.0% | 9 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $1.4M | 3,244 | 0.1% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.4M | 3,194 | 0.0% | 13 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.1M | 2,487 | 0.0% | 16 |
| [Red Spruce Capital, LLC](https://holderbook.com/funds/1795356-red-spruce-capital-llc/) | $1.0M | 2,408 | 0.4% | 28 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $1.0M | 2,355 | 0.0% | 22 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $905.6K | 2,098 | 0.2% | 24 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $829.4K | 1,921 | 0.4% | 8 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $738.5K | 1,732 | 0.2% | 5 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $657.0K | 1,522 | 0.0% | 20 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $519.3K | 1,203 | 0.0% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 45 | $250.2M |
| Q2 2026 | 913 | $11.9B |
| Q1 2026 | 864 | $10.5B |
| Q4 2025 | 897 | $11.1B |
| Q3 2025 | 827 | $9.8B |
| Q2 2025 | 825 | $9.0B |
| Q1 2025 | 809 | $8.0B |
| Q4 2024 | 854 | $9.1B |
| Q3 2024 | 784 | $8.3B |
| Q2 2024 | 774 | $8.3B |
| Q1 2024 | 759 | $9.0B |
| Q4 2023 | 758 | $8.4B |