IWB — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IWB? 86 Institutions Hold $299M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IWB)? 86 institutions reported holding $298.54M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Trust Co ($38.9M), RTD Financial Advisors, Inc. ($38.7M), Act Wealth Management, LLC ($33.2M).

Rank	Institution	Value	Shares	Change
1	Trust Co	$38.9M	93,427	Trimmed
2	RTD Financial Advisors, Inc.	$38.7M	93,063	Trimmed
3	ACT WEALTH MANAGEMENT, LLC	$33.2M	79,833	Trimmed
4	Paladin Partners, LLC	$22.9M	55,022	Added
5	Farther Finance Advisors, LLC	$16.6M	39,838	Trimmed
6	YHB Investment Advisors, Inc.	$16.4M	39,513	Trimmed
7	Hamilton Capital, LLC	$12.0M	28,905	Hold
8	Graves Light Lenhart Wealth, Inc.	$10.5M	25,124	Trimmed
9	AMERICAN NATIONAL BANK & TRUST	$10.2M	24,544	Trimmed
10	Apella Capital, LLC	$9.4M	22,175	Added
11	Monument Capital Management	$8.3M	19,933	Added
12	Breakwater Capital Group	$8.2M	19,645	Added
13	Avidian Wealth Enterprises, LLC	$6.3M	15,172	Added
14	SigFig Wealth Management, LLC	$6.2M	14,912	Trimmed
15	Valeo Financial Advisors, LLC	$5.6M	13,349	Added
16	MKD WEALTH COACHES, LLC	$4.2M	10,022	Hold
17	Cambridge Financial Group, LLC	$3.7M	8,962	Hold
18	Box Hill Private Wealth LLC	$3.2M	7,744	Added
19	Acropolis Investment Management, LLC	$3.1M	7,558	Hold
20	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$3.1M	7,348	Hold
21	EASTERN BANK	$2.1M	5,078	Trimmed
22	Wedmont Private Capital	$2.0M	4,711	Added
23	Asempa Wealth Advisors	$2.0M	4,711	Trimmed
24	LBJ Family Wealth Advisors, Ltd.	$1.9M	4,670	Added
25	COLTON GROOME FINANCIAL ADVISORS, LLC	$1.8M	4,360	Trimmed

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