IWO — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IWO? 68 Institutions Hold $154M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IWO)? 68 institutions reported holding $153.73M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: WoodTrust Financial Corp ($25.1M), Stephens Group Asset Management, LLC ($21.8M), RTD Financial Advisors, Inc. ($13.8M).

Rank	Institution	Value	Shares	Change
1	WoodTrust Financial Corp	$25.1M	70,462	Trimmed
2	STEPHENS GROUP ASSET MANAGEMENT, LLC	$21.8M	61,038	Trimmed
3	RTD Financial Advisors, Inc.	$13.8M	38,791	Trimmed
4	LBJ Family Wealth Advisors, Ltd.	$8.7M	24,264	Trimmed
5	Farther Finance Advisors, LLC	$8.2M	22,926	Added
6	LWM ADVISORS INC	$8.2M	22,868	Trimmed
7	Avidian Wealth Enterprises, LLC	$7.1M	20,034	Trimmed
8	FELL CAPITAL MANAGEMENT /ADV	$5.3M	14,917	Added
9	Versant Capital Management, Inc	$4.1M	11,398	Hold
10	Echo45 Advisors LLC	$4.1M	11,353	Added
11	SACKS & ASSOCIATES, LLC	$4.0M	11,204	Trimmed
12	Montecito Bank & Trust	$3.9M	10,996	Trimmed
13	Atlas Brown,Inc.	$3.6M	10,208	Trimmed
14	TOMPKINS FINANCIAL CORP	$3.4M	9,438	Hold
15	Wealth Enhancement Trust Services, Inc.	$3.0M	8,439	Trimmed
16	jvl associates llc	$2.4M	6,784	Hold
17	Valeo Financial Advisors, LLC	$1.9M	5,342	Added
18	DECISION INVESTMENTS, INC	$1.9M	5,194	Trimmed
19	Friday Financial	$1.6M	4,407	Added
20	DAVIDSON TRUST CO	$1.5M	4,066	Added
21	Veery Capital, LLC	$1.4M	3,843	Trimmed
22	RIVERSEDGE ADVISORS, LLC	$1.3M	3,544	Trimmed
23	Apella Capital, LLC	$1.2M	3,512	Added
24	CANANDAIGUA NATIONAL BANK & TRUST CO	$1.1M	3,219	Hold
25	ACIMA PRIVATE WEALTH, LLC	$1.1M	3,170	Hold

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