Question 1

Who owns IWB stock?

Accepted Answer

IWB (ISHARES TR) is held by 2 tracked superinvestors with an aggregate position value of $970,692 based on the most recent SEC 13F filings. Top institutional holders include: Wally Obermeyer, David Katz.

Question 2

How much IWB do superinvestors hold in aggregate?

Accepted Answer

Across 2 tracked managers, superinvestors collectively report $970,692 in IWB positions worth 2,332 shares.

Question 3

What is the largest holder of IWB?

Accepted Answer

The largest tracked holder of IWB is Wally Obermeyer (Obermeyer Wealth Partners) with 1,733 shares worth $721,153, representing 0.03% of their portfolio.

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Wally Obermeyer	Obermeyer Wealth Partners	1733	$721K	0.03%	$416.13	Q3 2026
David Katz	Matrix Asset Advisors	599	$250K	0.02%	$416.59	Q3 2026

IWBISHARES TR

📊 Holdings Over Time

Quarter-by-Quarter Activity