IWR — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IWR? 105 Institutions Hold $290M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IWR)? 105 institutions reported holding $289.99M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Valeo Financial Advisors, LLC ($30.8M), Coastline Trust Co ($29.8M), Tompkins Financial Corp ($19.8M).

Rank	Institution	Value	Shares	Change
1	Valeo Financial Advisors, LLC	$30.8M	288,923	Added
2	Coastline Trust Co	$29.8M	279,139	Trimmed
3	TOMPKINS FINANCIAL CORP	$19.8M	185,837	Added
4	PFW Advisors LLC	$19.0M	177,997	Trimmed
5	Avidian Wealth Enterprises, LLC	$18.9M	176,761	Added
6	Taylor & Morgan Wealth Management, LLC	$15.3M	143,205	Added
7	STEPH & CO	$11.9M	111,232	Trimmed
8	MOODY NATIONAL BANK TRUST DIVISION	$11.2M	104,565	Trimmed
9	Versant Capital Management, Inc	$10.5M	98,453	Hold
10	Baron Financial Group, LLC	$9.0M	84,361	Added
11	Sincerus Advisory, LLC	$8.7M	81,509	Added
12	Dickmeyer Boyce Financial Management, Inc.	$7.4M	69,277	Added
13	Sunburst Financial Group, LLC	$6.5M	61,044	Added
14	CANANDAIGUA NATIONAL BANK & TRUST CO	$5.8M	54,360	Added
15	Acropolis Investment Management, LLC	$5.6M	52,476	Trimmed
16	Farther Finance Advisors, LLC	$4.6M	42,971	Added
17	DAVIDSON TRUST CO	$4.5M	42,604	Trimmed
18	GAMMA Investing LLC	$3.8M	35,536	Added
19	Pathway Financial Advisors LLC	$3.5M	33,170	Trimmed
20	RFG - Bristol Wealth Advisors, LLC	$3.2M	29,756	Trimmed
21	May Barnhard Investments LLC	$3.0M	28,043	Hold
22	Paladin Partners, LLC	$2.5M	23,637	Added
23	Marquette Asset Management, LLC	$2.5M	22,966	Trimmed
24	Lee-Kelleher Wealth Management	$2.4M	22,936	Trimmed
25	Venture Visionary Partners LLC	$2.4M	22,529	Trimmed

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