IYW — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IYW? 71 Institutions Hold $192M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IYW)? 71 institutions reported holding $191.55M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RVW Wealth, LLC ($27.8M), First Citizens Financial Corp ($23.4M), Farther Finance Advisors, LLC ($14.8M).

Rank	Institution	Value	Shares	Change
1	RVW Wealth, LLC	$27.8M	104,891	Added
2	First Citizens Financial Corp	$23.4M	88,349	Trimmed
3	Farther Finance Advisors, LLC	$14.8M	55,713	Trimmed
4	Cadent Capital Advisors, LLC	$11.2M	42,167	Trimmed
5	Central Pacific Bank - Trust Division	$9.4M	35,653	Trimmed
6	Gerald Baker Financial Group LLC	$8.7M	32,957	Trimmed
7	Montecito Bank & Trust	$7.2M	27,332	Added
8	Gallagher Capital Advisors, LLC	$7.2M	27,356	Trimmed
9	First Heartland Consultants, Inc.	$7.2M	27,157	Trimmed
10	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$6.4M	24,228	Trimmed
11	Avidian Wealth Enterprises, LLC	$5.1M	19,441	Trimmed
12	Ayalon Insurance Comp Ltd.	$5.1M	19,439	Added
13	Acropolis Investment Management, LLC	$4.9M	18,344	Trimmed
14	Castle Rock Wealth Management, LLC	$4.8M	17,645	Added
15	CoreCap Advisors, LLC	$4.1M	15,411	Trimmed
16	Ballew Advisors, Inc	$3.0M	11,076	Trimmed
17	Apella Capital, LLC	$3.0M	10,888	Added
18	Dale Q Rice Investment Management Ltd	$2.9M	11,123	Trimmed
19	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$2.8M	10,724	Trimmed
20	Legacy Private Trust Co.	$2.8M	10,561	Trimmed
21	Asempa Wealth Advisors	$2.2M	8,209	Added
22	CX Institutional	$1.9M	7,193	Trimmed
23	Kaydan Wealth Management, Inc.	$1.9M	7,185	Hold
24	Tactive Advisors, LLC	$1.8M	6,718	Added
25	Graves Light Lenhart Wealth, Inc.	$1.7M	6,348	Hold

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