# ISHARES TR (IWY)

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

- Reporting holders: 36
- Reported value: $195.9M
- 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 |
|---|---|---|---|---|
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $59.0M | 200,044 | 10.2% | 14 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $30.2M | 102,393 | 1.9% | 15 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $25.4M | 86,137 | 2.8% | 4 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $24.0M | 81,409 | 4.2% | 29 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $11.8M | 40,090 | 2.1% | 26 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $6.4M | 21,576 | 0.0% | 14 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $6.1M | 20,836 | 0.5% | 3 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $5.1M | 17,358 | 0.1% | 6 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $3.7M | 12,589 | 0.1% | 1 |
| [OxenFree Capital LLC](https://holderbook.com/funds/2009781-oxenfree-capital-llc/) | $3.7M | 12,200 | 1.6% | 12 |
| [RHODES INVESTMENT ADVISORS INC /ADV](https://holderbook.com/funds/1005186-rhodes-investment-advisors-inc-adv/) | $3.5M | 11,952 | 2.5% | 4 |
| [Stokes Capital Advisors, LLC](https://holderbook.com/funds/1734460-stokes-capital-advisors-llc/) | $3.0M | 10,256 | 0.7% | 32 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $2.5M | 8,484 | 0.1% | 26 |
| [Post Resch Tallon Group Inc.](https://holderbook.com/funds/2054476-post-resch-tallon-group-inc/) | $2.3M | 7,938 | 1.6% | 8 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $2.2M | 7,339 | 0.5% | 7 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.5M | 5,131 | 0.0% | 20 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $885.3K | 3,002 | 0.0% | 9 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $755.7K | 2,562 | 0.1% | 22 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $741.6K | 2,515 | 0.5% | 8 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $728.6K | 2,403 | 0.0% | 8 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $581.6K | 1,972 | 0.1% | 8 |
| [Wisconsin Wealth Advisors, LLC](https://holderbook.com/funds/2073891-wisconsin-wealth-advisors-llc/) | $254.5K | 863 | 0.2% | 2 |
| [Persium Advisors, LLC](https://holderbook.com/funds/2033683-persium-advisors-llc/) | $246.8K | 837 | 0.1% | 6 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $221.2K | 740 | 0.0% | 22 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $212.6K | 721 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 36 | $195.9M |
| Q2 2026 | 690 | $14.3B |
| Q1 2026 | 641 | $11.8B |
| Q4 2025 | 653 | $11.8B |
| Q3 2025 | 623 | $11.9B |
| Q2 2025 | 576 | $10.2B |
| Q1 2025 | 557 | $8.4B |
| Q4 2024 | 589 | $10.7B |
| Q3 2024 | 505 | $8.4B |
| Q2 2024 | 506 | $9.1B |
| Q1 2024 | 454 | $8.2B |
| Q4 2023 | 425 | $7.4B |