IWV — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IWV? 48 Institutions Hold $251M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IWV)? 48 institutions reported holding $250.63M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Tlwm ($122.5M), Epiq Partners, LLC ($32.2M), Stairway Partners, LLC ($24.1M).

Rank	Institution	Value	Shares	Change
1	TLWM	$122.5M	283,869	Trimmed
2	EPIQ PARTNERS, LLC	$32.2M	74,545	Added
3	Stairway Partners, LLC	$24.1M	55,804	Trimmed
4	jvl associates llc	$12.6M	29,127	Hold
5	Post Resch Tallon Group Inc.	$12.2M	28,344	Added
6	Apella Capital, LLC	$9.0M	20,472	Added
7	Intelligence Driven Advisers, LLC	$4.5M	10,346	Trimmed
8	First Heartland Consultants, Inc.	$4.4M	10,097	Trimmed
9	Wedmont Private Capital	$3.0M	6,858	Added
10	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$2.4M	5,448	Hold
11	Avidian Wealth Enterprises, LLC	$2.3M	5,311	Added
12	Castle Rock Wealth Management, LLC	$2.2M	4,892	Trimmed
13	CANANDAIGUA NATIONAL BANK & TRUST CO	$1.8M	4,150	Hold
14	RFG - Bristol Wealth Advisors, LLC	$1.5M	3,483	Trimmed
15	CoreCap Advisors, LLC	$1.4M	3,271	Added
16	Graves Light Lenhart Wealth, Inc.	$1.4M	3,244	Trimmed
17	Valeo Financial Advisors, LLC	$1.4M	3,194	Hold
18	Farther Finance Advisors, LLC	$1.1M	2,487	Added
19	Red Spruce Capital, LLC	$1.0M	2,408	Added
20	Acropolis Investment Management, LLC	$1.0M	2,355	Hold
21	Prosperity Planning, Inc.	$905,623	2,098	Trimmed
22	Baring Financial LLC	$829,433	1,921	Trimmed
23	Cambridge Financial Group, LLC	$738,525	1,732	Hold
24	RVW Wealth, LLC	$656,987	1,522	Hold
25	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$519,287	1,203	Hold

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