IWD — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IWD? 116 Institutions Hold $945M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IWD)? 116 institutions reported holding $945.15M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stairway Partners, LLC ($326.7M), Marquette Asset Management, LLC ($98.4M), Stephens Group Asset Management, LLC ($97.8M).

Rank	Institution	Value	Shares	Change
1	Stairway Partners, LLC	$326.7M	1.3M	Trimmed
2	Marquette Asset Management, LLC	$98.4M	396,744	Trimmed
3	STEPHENS GROUP ASSET MANAGEMENT, LLC	$97.8M	394,433	Trimmed
4	LBJ Family Wealth Advisors, Ltd.	$38.6M	155,598	Added
5	LWM ADVISORS INC	$31.1M	125,487	Trimmed
6	CX Institutional	$30.5M	122,927	Added
7	Venture Visionary Partners LLC	$26.4M	106,338	Trimmed
8	PFW Advisors LLC	$26.3M	105,963	Trimmed
9	RTD Financial Advisors, Inc.	$19.3M	77,821	Trimmed
10	Apella Capital, LLC	$18.2M	72,554	Added
11	Breakwater Capital Group	$14.9M	60,249	Trimmed
12	Avidian Wealth Enterprises, LLC	$14.8M	59,702	Trimmed
13	Prism Advisors, Inc.	$13.4M	53,196	Trimmed
14	Paladin Partners, LLC	$12.7M	51,101	Added
15	Valeo Financial Advisors, LLC	$12.1M	48,937	Added
16	CANANDAIGUA NATIONAL BANK & TRUST CO	$11.8M	47,708	Added
17	Montecito Bank & Trust	$11.5M	46,442	Trimmed
18	CONFLUENCE INVESTMENT MANAGEMENT LLC	$11.5M	46,185	Added
19	Farther Finance Advisors, LLC	$10.0M	40,275	Trimmed
20	Sunburst Financial Group, LLC	$9.6M	38,698	Hold
21	Monument Capital Management	$8.4M	34,034	Added
22	EASTERN BANK	$8.2M	33,132	Added
23	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$5.6M	22,411	Added
24	GAMMA Investing LLC	$4.9M	19,565	Added
25	FC Advisory LLC	$4.7M	19,106	Trimmed

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