IWP — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IWP? 77 Institutions Hold $254M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IWP)? 77 institutions reported holding $253.75M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stephens Group Asset Management, LLC ($87.3M), RTD Financial Advisors, Inc. ($27.1M), LBJ Family Wealth Advisors, Ltd. ($18.2M).

Rank	Institution	Value	Shares	Change
1	STEPHENS GROUP ASSET MANAGEMENT, LLC	$87.3M	633,950	Added
2	RTD Financial Advisors, Inc.	$27.1M	196,875	Added
3	LBJ Family Wealth Advisors, Ltd.	$18.2M	132,434	Added
4	DIVERSIFIED MANAGEMENT INC	$17.9M	130,240	Added
5	Stonebridge Financial Group, LLC	$16.9M	122,704	Added
6	CANANDAIGUA NATIONAL BANK & TRUST CO	$13.5M	98,393	Added
7	Farther Finance Advisors, LLC	$8.0M	58,042	Added
8	CONGRESS ASSET MANAGEMENT CO	$6.8M	49,409	Trimmed
9	ACIMA PRIVATE WEALTH, LLC	$5.1M	37,139	Hold
10	LWM ADVISORS INC	$4.5M	32,814	Added
11	Atlas Brown,Inc.	$4.5M	32,458	Trimmed
12	Whitaker-Myers Wealth Managers, LTD.	$4.3M	31,167	Trimmed
13	May Barnhard Investments LLC	$4.2M	30,607	Trimmed
14	Friday Financial	$3.7M	26,536	Added
15	Ballew Advisors, Inc	$3.1M	22,243	Added
16	Dominguez Wealth Management Solutions, Inc.	$2.6M	18,585	Added
17	Post Resch Tallon Group Inc.	$2.5M	17,917	Added
18	Cooper Financial Group	$2.5M	17,900	Added
19	Valeo Financial Advisors, LLC	$2.1M	14,969	Trimmed
20	Venture Visionary Partners LLC	$1.6M	11,694	Added
21	Taylor & Morgan Wealth Management, LLC	$1.3M	9,539	Added
22	Canandaigua National Trust Co of Florida	$1.1M	8,296	Added
23	Asempa Wealth Advisors	$1.1M	7,705	Added
24	Lee-Kelleher Wealth Management	$947,927	6,885	Hold
25	ROCKLAND TRUST CO	$832,826	6,049	Added

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