# ISHARES TR (IWB) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 464287622
Page URL: https://superinvestorclub.com/stock/IWB
Last updated: 2026-08-29T13:47:29.856Z

## Summary

As of the most recent 13F filing period, ISHARES TR (IWB) is held by 2 tracked superinvestors with an aggregate position value of $988,095 representing 01715698 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 1715 | $702,293 | 0.03% | 2026-06-30 |
| 2 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 698 | $285,802 | 0.02% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2024-03-31: 1 holders, $207,642 aggregate, 0721 shares
- 2024-06-30: 1 holders, $215,000 aggregate, 0721 shares
- 2024-09-30: 1 holders, $226,823 aggregate, 0721 shares
- 2024-12-31: 1 holders, $232,526 aggregate, 0722 shares
- 2025-03-31: 2 holders, $776,781 aggregate, 01810722 shares
- 2025-06-30: 2 holders, $827,858 aggregate, 01715722 shares
- 2025-09-30: 2 holders, $901,479 aggregate, 01715751 shares
- 2025-12-31: 2 holders, $900,827 aggregate, 01715697 shares
- 2026-03-31: 2 holders, $860,281 aggregate, 01715698 shares
- 2026-06-30: 2 holders, $988,095 aggregate, 01715698 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "ISHARES TR (IWB) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/IWB), aggregating SEC 13F, Form 4, and congressional disclosures."