Skip to content
Disclosery

IWR ISHARES TR

Follow

SHS (fund)

Filings received so far for Q3 2026: 103 13F filers report a position in IWR shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Valeo Financial Advisors, LLC288,923$30.8M0.65%+21,71613F-HRTimeline
Coastline Trust Co279,139$29.8M2.78%-58,74813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP185,837$19.8M1.4%+7,28113F-HRTimelineGroup
PFW Advisors LLC177,997$19M5.64%-1,72213F-HRTimeline
Avidian Wealth Enterprises, LLC176,761$18.9M0.53%+5,33213F-HRTimeline
Taylor & Morgan Wealth Management, LLC143,205$15.3M7.35%+6,85213F-HRTimeline
STEPH & CO111,232$11.9M3.03%-3,43413F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…104,565$11.2M0.92%-90113F-HRTimelineGroup
Versant Capital Management, Inc98,453$10.5M0.9%013F-HRTimeline
Baron Financial Group, LLC84,361$9M4.38%+4,59413F-HRTimeline
Sincerus Advisory, LLC81,509$8.7M5.67%+1,55113F-HRTimeline
Dickmeyer Boyce Financial Management, I…69,277$7.39M3.78%+87413F-HRTimeline
Sunburst Financial Group, LLC61,044$6.51M1.07%+38113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…54,360$5.8M0.5%+413F-HRTimelineGroup
Acropolis Investment Management, LLC52,476$5.6M0.23%-33513F-HRTimeline
Farther Finance Advisors, LLC42,971$4.59M0.03%+4,46113F-HRTimeline
DAVIDSON TRUST CO42,604$4.55M1.8%-45913F-HRTimeline
GAMMA Investing LLC35,536$3.79M0.13%+3,04913F-HRTimeline
Pathway Financial Advisors LLC33,170$3.54M0.39%-18513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC29,756$3.18M0.76%-1,29613F-HRTimeline
Councilor Wealth, LLC28,043$2.99M1.23%013F-HRTimeline
Paladin Partners, LLC23,637$2.52M1.55%+1,89713F-HRTimeline
Marquette Asset Management, LLC22,966$2.45M0.32%-34913F-HRTimeline
Lee, Kelleher & Klein Wealth Management22,936$2.45M1.26%-1,14113F-HRTimeline
Venture Visionary Partners LLC22,529$2.4M0.06%-8913F-HRTimeline
CHAPIN DAVIS, INC.20,472$2.18M0.42%-43413F-HRTimeline
Montecito Bank & Trust18,706$2M0.3%-13813F-HRTimeline
Crumly & Associates Inc.16,792$1.79M0.32%013F-HRTimeline
Grove Bank & Trust15,240$1.63M0.16%-8,07013F-HRTimeline
EASTERN BANK15,146$1.62M0.02%-2,68113F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION14,594$1.56M0.11%+89613F-HRTimeline
MassMutual Private Wealth & Trust, FSB14,502$1.55M0.04%-32813F-HRTimeline
Atlas Brown,Inc.14,182$1.51M0.4%-21713F-HRTimeline
Bill Few Associates, Inc.14,013$1.5M0.31%013F-HRTimeline
SigFig Wealth Management, LLC13,652$1.46M0.04%-3,63313F-HRTimeline
Dominguez Wealth Management Solutions, …13,583$1.45M0.8%-14413F-HRTimeline
Apella Capital, LLC13,318$1.44M0.02%+3,63413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST13,409$1.43M0.13%+4,64913F-HRTimeline
Wedmont Private Capital13,053$1.42M0.03%+1013F-HRTimeline
SAPIENT CAPITAL LLC12,688$1.35M0.02%+24013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.11,366$1.21M0.66%013F-HRTimeline
Breakwater Capital Group9,950$1.06M0.13%013F-HRTimeline
CENTRAL BANK & TRUST CO8,400$896K0.13%013F-HRTimeline
CoreCap Advisors, LLC8,091$863K0.02%+2,18113F-HRTimeline
DIVERSIFIED MANAGEMENT INC7,465$797K0.14%+213F-HRTimeline
Roan Capital Partners7,130$761K0.56%013F-HRTimeline
Ballew Advisors, Inc6,973$755K0.38%+5213F-HRTimeline
Investors Research Corp7,034$751K0.13%-5,60613F-HRTimeline
McNaughton Wealth Management, LLC6,500$694K0.24%013F-HRTimeline
Bangor Savings Bank6,270$669K0.05%013F-HRTimeline
ROCKLAND TRUST CO6,085$649K0.02%013F-HRTimeline
PARK NATIONAL CORP /OH/5,399$576K0.02%+55513F-HRTimeline
Everhart Financial Group, Inc.5,366$573K0.04%-113F-HRTimeline
Arbor Wealth Advisors LLC5,337$570K0.35%013F-HRTimeline
LAWOOD & CO5,275$563K0.39%-18413F-HRTimeline
Canandaigua National Trust Co of Florida5,026$536K0.3%13F-HRTimeline
Balefire, LLC4,912$524K0.08%-84013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…4,906$524K0.08%-75513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC4,885$521K0.01%+2,60313F-HRTimeline
Veracity Capital LLC4,666$498K0.13%+113F-HRTimeline
Trust Co4,329$462K0.04%+9213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,239$452K0.03%new13F-HRTimeline
Vann Equity Management LLC4,085$436K0.26%+4813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC4,000$427K0.29%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,866$413K0.09%+3013F-HRTimeline
Kure Advisory, LLC3,335$356K0.16%013F-HRTimeline
Monument Capital Management3,155$337K0.07%-18013F-HRTimeline
Castleview Partners, LLC3,090$330K0.14%013F-HRTimeline
Weaver Consulting Group3,058$326K0.06%013F-HRTimeline
YHB Investment Advisors, Inc.3,052$326K0.02%-3013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV3,000$320K0.04%-113F-HRTimeline
Galvin, Gaustad & Stein, LLC2,964$316K0.02%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC2,915$311K0.09%013F-HRTimeline
Plan A Wealth LLC2,915$311K0.11%013F-HRTimeline
Wealth Group Ltd2,816$305K0.06%013F-HRTimeline
Nautilus Advisors LLC2,796$298K0.18%+213F-HRTimeline
jvl associates llc2,676$286K0.08%013F-HRTimeline
Noble Wealth Management PBC2,648$283K0.13%013F-HRTimeline
Silverleafe Capital Partners, LLC2,640$282K0.08%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC2,596$277K0.06%new13F-HRTimeline
Pacifica Partners Inc.2,501$269K0.08%013F-HRTimeline
Stonebridge Financial Group, LLC2,517$269K0.02%-10513F-HRTimeline
Sound Income Strategies, LLC2,098$228K0.01%-4313F-HRTimeline
Hickory Point Bank & Trust2,111$225K0.14%+11513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,024$216K<0.01%new13F-HRTimelineGroup
Westwind Capital1,943$207K0.05%013F-HRTimeline
Horizons Wealth Management1,888$201K0.13%13F-HRTimeline
MJT & Associates Financial Advisory Gro…1,500$160K0.1%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,434$153K0.02%+60013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,381$147K0.02%new13F-HRTimeline
Olistico Wealth, LLC1,200$128K0.05%-39613F-HRTimeline
CX Institutional1,103$118K<0.01%+213F-HRTimeline
Roxbury Financial LLC1,006$107K0.08%+11313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC814$86.9K0.02%-15113F-HRTimeline
Bank of New Hampshire500$53.4K0.01%013F-HRTimeline
Dorato Capital Management429$46.5K0.03%013F-HRTimeline
ATWOOD & PALMER INC165$17.6K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC159$17K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton94$10K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA74$7.9K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP28$2.99K<0.01%new13F-HRTimeline
Polaris Financial Partners30$2K<0.01%13F-HRTimeline
GK Wealth Management LLC11$1.2K<0.01%new13F-HRTimeline