IVW — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IVW? 128 Institutions Hold $513M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IVW)? 128 institutions reported holding $512.76M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($47.3M), Kwmg, LLC ($38.4M), MJT & Associates Financial Advisory Group, Inc. ($26.1M).

Rank	Institution	Value	Shares	Change
1	Farther Finance Advisors, LLC	$47.3M	332,750	Added
2	KWMG, LLC	$38.4M	269,693	Added
3	MJT & Associates Financial Advisory Group, Inc.	$26.1M	183,800	Added
4	Gallagher Capital Advisors, LLC	$21.3M	149,738	Trimmed
5	CX Institutional	$21.2M	149,008	Added
6	Acropolis Investment Management, LLC	$21.1M	148,458	Trimmed
7	McNaughton Wealth Management, LLC	$21.1M	148,426	Added
8	First Heartland Consultants, Inc.	$19.6M	138,011	Trimmed
9	YHB Investment Advisors, Inc.	$15.4M	108,550	Added
10	Apella Capital, LLC	$15.0M	102,740	Added
11	CoreCap Advisors, LLC	$14.9M	105,078	Trimmed
12	Lee-Kelleher Wealth Management	$13.9M	97,899	Added
13	FIRST FINANCIAL BANK - TRUST DIVISION	$13.9M	97,442	Added
14	SigFig Wealth Management, LLC	$12.4M	87,199	Added
15	Apeiron RIA LLC	$11.3M	79,035	Trimmed
16	Balefire, LLC	$9.9M	69,671	Added
17	FINANCIAL MANAGEMENT NETWORK INC	$9.4M	65,212	Trimmed
18	SAPIENT CAPITAL LLC	$8.0M	55,941	Hold
19	Retirement Wealth Solutions LLC	$7.8M	54,962	Added
20	Adirondack Capital Advisors, LLC	$7.8M	54,485	Added
21	Peterson Wealth Advisors, LLC	$7.0M	49,258	Trimmed
22	Valeo Financial Advisors, LLC	$5.8M	40,768	Added
23	Graves Light Lenhart Wealth, Inc.	$5.2M	36,770	Trimmed
24	VALLEY WEALTH MANAGERS, INC.	$5.2M	36,519	Trimmed
25	SACKS & ASSOCIATES, LLC	$5.0M	34,940	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30