# ISHARES TR (IWX)

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

- Reporting holders: 10
- Reported value: $40.6M
- 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 |
|---|---|---|---|---|
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $31.7M | 289,542 | 3.5% | 4 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $3.8M | 35,039 | 0.1% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.2M | 19,995 | 0.0% | 6 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.7M | 15,187 | 0.0% | 24 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $653.9K | 5,970 | 0.2% | 7 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $199.2K | 1,819 | 0.0% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $155.6K | 1,421 | 0.0% | 9 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $84.9K | 775 | 0.0% | 11 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $47.4K | 433 | 0.0% | 2 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $18.7K | 171 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $40.6M |
| Q2 2026 | 271 | $4.6B |
| Q1 2026 | 253 | $3.7B |
| Q4 2025 | 240 | $3.8B |
| Q3 2025 | 211 | $3.1B |
| Q2 2025 | 205 | $3.0B |
| Q1 2025 | 219 | $3.3B |
| Q4 2024 | 185 | $2.5B |
| Q3 2024 | 194 | $3.6B |
| Q2 2024 | 156 | $2.4B |
| Q1 2024 | 145 | $2.4B |
| Q4 2023 | 146 | $2.1B |