IWL — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IWL)? 13 institutions reported holding $131.96M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Tompkins Financial Corp ($94.5M), Searcy Financial Services Inc ($33.3M), Breakwater Capital Group ($1.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TOMPKINS FINANCIAL CORP | $94.5M | 496,790 | Trimmed |
| 2 | SEARCY FINANCIAL SERVICES INC /ADV | $33.3M | 175,133 | Trimmed |
| 3 | Breakwater Capital Group | $1.7M | 8,891 | Added |
| 4 | Farther Finance Advisors, LLC | $658,209 | 3,461 | Trimmed |
| 5 | Investors Research Corp | $616,499 | 3,242 | Trimmed |
| 6 | TOTH FINANCIAL ADVISORY CORP | $264,323 | 1,390 | Hold |
| 7 | Vann Equity Management LLC | $260,323 | 1,369 | Trimmed |
| 8 | Iowa State Bank | $232,376 | 1,222 | Hold |
| 9 | JUNCTURE WEALTH STRATEGIES, LLC | $223,818 | 1,177 | Hold |
| 10 | MassMutual Private Wealth & Trust, FSB | $145,853 | 767 | Hold |
| 11 | Trust Co | $38,602 | 203 | New |
| 12 | Polaris Financial Partners | $30,000 | 100 | New |
| 13 | GAMMA Investing LLC | $28,524 | 150 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30