IWF — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IWF? 159 Institutions Hold $1.12B (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IWF)? 159 institutions reported holding $1.12B in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stairway Partners, LLC ($198.0M), Stephens Group Asset Management, LLC ($95.9M), Avidian Wealth Enterprises, LLC ($62.3M).

Rank	Institution	Value	Shares	Change
1	Stairway Partners, LLC	$198.0M	1.6M	Added
2	STEPHENS GROUP ASSET MANAGEMENT, LLC	$95.9M	765,350	Added
3	Avidian Wealth Enterprises, LLC	$62.3M	497,031	Trimmed
4	Go Invest LLC	$60.2M	480,978	Added
5	Marquette Asset Management, LLC	$58.8M	469,425	Trimmed
6	LBJ Family Wealth Advisors, Ltd.	$47.0M	374,899	Trimmed
7	RTD Financial Advisors, Inc.	$44.9M	358,785	Trimmed
8	Capital Advisors Wealth Management, LLC	$36.9M	294,833	Trimmed
9	Sunburst Financial Group, LLC	$36.4M	290,571	Trimmed
10	Montecito Bank & Trust	$35.3M	282,104	Trimmed
11	PFW Advisors LLC	$31.7M	252,751	Trimmed
12	CX Institutional	$30.6M	244,028	Added
13	Apella Capital, LLC	$29.6M	230,108	Added
14	LWM ADVISORS INC	$26.1M	208,660	Trimmed
15	Farther Finance Advisors, LLC	$25.6M	204,145	Trimmed
16	Breakwater Capital Group	$24.5M	195,640	Added
17	Valeo Financial Advisors, LLC	$17.4M	138,923	Added
18	Grove Bank & Trust	$16.9M	134,831	Trimmed
19	Stonebridge Financial Group, LLC	$14.9M	119,222	Trimmed
20	SAPIENT CAPITAL LLC	$14.0M	111,792	Trimmed
21	EPIQ PARTNERS, LLC	$13.6M	108,292	Trimmed
22	Venture Visionary Partners LLC	$11.7M	93,315	Trimmed
23	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$9.2M	73,090	Trimmed
24	Friday Financial	$8.9M	71,042	Added
25	CONGRESS ASSET MANAGEMENT CO	$7.4M	59,239	Trimmed

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