IWX — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IWX)? 11 institutions reported holding $40.56M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RTD Financial Advisors, Inc. ($31.7M), SigFig Wealth Management, LLC ($3.8M), Farther Finance Advisors, LLC ($2.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RTD Financial Advisors, Inc. | $31.7M | 289,542 | Added |
| 2 | SigFig Wealth Management, LLC | $3.8M | 35,039 | New |
| 3 | Farther Finance Advisors, LLC | $2.2M | 19,995 | Trimmed |
| 4 | Venture Visionary Partners LLC | $1.7M | 15,187 | Added |
| 5 | KFA Private Wealth Group, LLC | $653,894 | 5,970 | Added |
| 6 | EASTERN BANK | $199,235 | 1,819 | Trimmed |
| 7 | CoreCap Advisors, LLC | $155,642 | 1,421 | Added |
| 8 | MassMutual Private Wealth & Trust, FSB | $84,886 | 775 | Hold |
| 9 | Planning Strategies Inc. | $47,426 | 433 | Hold |
| 10 | ARMSTRONG ADVISORY GROUP, INC | $18,730 | 171 | Hold |
| 11 | COLTON GROOME FINANCIAL ADVISORS, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30