# ISHARES TR (TLTW)

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

- Reporting holders: 7
- Reported value: $20.9M
- 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 |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $8.0M | 394,309 | 0.1% | 7 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $7.3M | 361,229 | 0.8% | 1 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $2.9M | 143,406 | 0.2% | 4 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.8M | 89,223 | 0.0% | 3 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $523.0K | 25,800 | 0.2% | 1 |
| [Global Wealth Strategies & Associates](https://holderbook.com/funds/1912297-global-wealth-strategies-associates/) | $255.8K | 12,619 | 0.0% | 8 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $111.2K | 5,484 | 0.0% | 1 |
| [Polaris Financial Partners](https://holderbook.com/funds/2103435-polaris-financial-partners/) | $15 | 187 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $20.9M |
| Q2 2026 | 141 | $619.4M |
| Q1 2026 | 130 | $495.4M |
| Q4 2025 | 123 | $399.1M |
| Q3 2025 | 101 | $307.0M |
| Q2 2025 | 91 | $262.3M |
| Q1 2025 | 86 | $296.1M |
| Q4 2024 | 88 | $255.3M |
| Q3 2024 | 76 | $279.7M |
| Q2 2024 | 63 | $191.7M |
| Q1 2024 | 68 | $213.1M |
| Q4 2023 | 66 | $167.4M |