# ISHARES TR (IYW)

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

- Reporting holders: 66
- Reported value: $184.5M
- 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 |
|---|---|---|---|---|
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $27.8M | 104,891 | 1.8% | 8 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $23.4M | 88,349 | 9.8% | 27 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $14.8M | 55,713 | 0.1% | 16 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $11.2M | 42,167 | 2.4% | 24 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $9.4M | 35,653 | 1.0% | 11 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $8.7M | 32,957 | 2.5% | 3 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $7.2M | 27,332 | 1.1% | 31 |
| [Gallagher Capital Advisors, LLC](https://holderbook.com/funds/2034519-gallagher-capital-advisors-llc/) | $7.2M | 27,356 | 3.9% | 8 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $7.2M | 27,157 | 0.5% | 32 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $6.4M | 24,228 | 0.1% | 32 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $5.1M | 19,441 | 0.1% | 25 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $4.9M | 18,344 | 0.2% | 32 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $4.8M | 17,645 | 0.9% | 18 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $4.1M | 15,411 | 0.1% | 9 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $3.0M | 11,076 | 1.5% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $3.0M | 10,888 | 0.0% | 4 |
| [Dale Q Rice Investment Management Ltd](https://holderbook.com/funds/2041427-dale-q-rice-investment-management-ltd/) | $2.9M | 11,123 | 1.6% | 8 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $2.8M | 10,724 | 0.4% | 16 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $2.8M | 10,561 | 0.2% | 32 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $2.2M | 8,209 | 1.7% | 4 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $1.9M | 7,185 | 0.7% | 20 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $1.8M | 6,718 | 0.4% | 8 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $1.7M | 6,348 | 0.2% | 32 |
| [Montz Harcus Wealth Management LLC](https://holderbook.com/funds/1918613-montz-harcus-wealth-management-llc/) | $1.5M | 5,812 | 0.5% | 20 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $1.5M | 5,791 | 0.4% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 66 | $184.5M |
| Q2 2026 | 1,306 | $14.0B |
| Q1 2026 | 1,179 | $9.8B |
| Q4 2025 | 1,256 | $12.1B |
| Q3 2025 | 1,203 | $12.5B |
| Q2 2025 | 1,167 | $14.2B |
| Q1 2025 | 1,100 | $11.6B |
| Q4 2024 | 1,152 | $18.1B |
| Q3 2024 | 1,075 | $12.6B |
| Q2 2024 | 1,034 | $12.8B |
| Q1 2024 | 974 | $12.5B |
| Q4 2023 | 954 | $10.3B |