IWS — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IWS? 70 Institutions Hold $219M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IWS)? 70 institutions reported holding $218.65M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stephens Group Asset Management, LLC ($109.5M), RTD Financial Advisors, Inc. ($22.8M), LBJ Family Wealth Advisors, Ltd. ($20.2M).

Rank	Institution	Value	Shares	Change
1	STEPHENS GROUP ASSET MANAGEMENT, LLC	$109.5M	680,980	Trimmed
2	RTD Financial Advisors, Inc.	$22.8M	141,776	Trimmed
3	LBJ Family Wealth Advisors, Ltd.	$20.2M	125,841	Added
4	MFA WEALTH ADVISORS, LLC	$9.4M	58,612	Added
5	INSPIRION WEALTH ADVISORS, LLC	$8.5M	52,781	Trimmed
6	Farther Finance Advisors, LLC	$7.7M	48,141	Added
7	May Barnhard Investments LLC	$5.5M	34,056	Trimmed
8	Whitaker-Myers Wealth Managers, LTD.	$5.4M	33,788	Trimmed
9	LWM ADVISORS INC	$5.1M	31,544	Added
10	Friday Financial	$3.7M	22,888	Added
11	Atlas Brown,Inc.	$3.2M	20,020	Trimmed
12	SACKS & ASSOCIATES, LLC	$1.0M	6,322	Trimmed
13	Asempa Wealth Advisors	$971,518	6,006	Trimmed
14	Prosperity Planning, Inc.	$960,582	5,976	Trimmed
15	ROCKLAND TRUST CO	$891,946	5,549	Added
16	Valeo Financial Advisors, LLC	$809,613	5,026	Trimmed
17	CANANDAIGUA NATIONAL BANK & TRUST CO	$796,306	4,954	Added
18	City Center Advisors, LLC	$783,885	4,877	Trimmed
19	Avidian Wealth Enterprises, LLC	$663,659	4,129	New
20	Apella Capital, LLC	$655,759	4,028	Added
21	FINANCIAL MANAGEMENT NETWORK INC	$652,524	4,014	Trimmed
22	Paladin Partners, LLC	$647,782	4,030	Hold
23	JP Wealth Management, Inc.	$626,174	5,868	Hold
24	Grove Bank & Trust	$504,884	3,141	Hold
25	Breakwater Capital Group	$489,317	3,044	Added

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