IWY — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IWY? 38 Institutions Hold $196M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IWY)? 38 institutions reported holding $195.94M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Intelligence Driven Advisers, LLC ($59.0M), Titleist Asset Management, LLC ($30.2M), RTD Financial Advisors, Inc. ($25.4M).

Rank	Institution	Value	Shares	Change
1	Intelligence Driven Advisers, LLC	$59.0M	200,044	Trimmed
2	TITLEIST ASSET MANAGEMENT, LLC	$30.2M	102,393	Added
3	RTD Financial Advisors, Inc.	$25.4M	86,137	Added
4	Investors Research Corp	$24.0M	81,409	Trimmed
5	Crumly & Associates Inc.	$11.8M	40,090	Trimmed
6	Farther Finance Advisors, LLC	$6.4M	21,576	Added
7	Cooper Financial Group	$6.1M	20,836	Added
8	Gradient Investments LLC	$5.1M	17,358	Added
9	SigFig Wealth Management, LLC	$3.7M	12,589	New
10	OxenFree Capital LLC	$3.7M	12,200	Added
11	RHODES INVESTMENT ADVISORS INC /ADV	$3.5M	11,952	Added
12	Stokes Capital Advisors, LLC	$3.0M	10,256	Trimmed
13	Venture Visionary Partners LLC	$2.5M	8,484	Trimmed
14	Post Resch Tallon Group Inc.	$2.3M	7,938	Added
15	Tactive Advisors, LLC	$2.2M	7,339	Added
16	Wedmont Private Capital	$1.5M	5,131	Added
17	CoreCap Advisors, LLC	$885,320	3,002	Added
18	First Heartland Consultants, Inc.	$755,663	2,562	Trimmed
19	Elm3 Financial Group, LLC	$741,555	2,515	Trimmed
20	Apella Capital, LLC	$728,631	2,403	Hold
21	Capital Advisors Wealth Management, LLC	$581,593	1,972	Trimmed
22	Wisconsin Wealth Advisors, LLC	$254,507	863	Added
23	Persium Advisors, LLC	$246,840	837	Hold
24	Sound Income Strategies, LLC	$221,202	740	Trimmed
25	Valeo Financial Advisors, LLC	$212,566	721	Hold

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