Who Owns IWD?
ISHARES TR — institutional ownership across 6 tracked superinvestors.
Last updated · Full stock page →
6
Institutional Holders
$12.4M
Total Value Held
1000.00T
Total Shares
ISHARES TR (IWD) is held by 6 tracked superinvestors with a combined position of $12.4M across 1000.00T shares. The largest holder is Boykin Curry (Eagle Capital Management) with $6.4M (0.02% of portfolio).
| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|---|---|---|---|---|---|---|
| 1 | Boykin Curry | Eagle Capital Management | 26571 | $6.4M | 0.02% | 2026-06-30 |
| 2 | Donald Smith & Co | Donald Smith & Co., Inc. | 13000 | $3.2M | 0.06% | 2026-06-30 |
| 3 | David Katz | Matrix Asset Advisors | 6265 | $1.5M | 0.12% | 2026-06-30 |
| 4 | Mairs & Power | Mairs & Power | 2562 | $621K | 0.01% | 2026-06-30 |
| 5 | Wally Obermeyer | Obermeyer Wealth Partners | 1867 | $453K | 0.02% | 2026-06-30 |
| 6 | John Rogers | Ariel Investments | 895 | $217K | 0.00% | 2026-06-30 |
Ownership history
| Period | Holders | Total Value | Total Shares |
|---|---|---|---|
| 2023-06-30 | 2 | $1.5M | 56.5M |
| 2023-09-30 | 4 | $3.6M | 1000.00T |
| 2023-12-31 | 4 | $7.6M | 1000.00T |
| 2024-03-31 | 3 | $4.2M | 1.50T |
| 2024-06-30 | 3 | $4.7M | 1.78T |
| 2024-09-30 | 3 | $5.2M | 1.78T |
| 2024-12-31 | 6 | $44.1M | 1000.00T |
| 2025-03-31 | 6 | $1.04B | 1000.00T |
| 2025-06-30 | 4 | $976.1M | 1000.00T |
| 2025-09-30 | 6 | $1.03B | 1000.00T |
| 2025-12-31 | 7 | $682.5M | 1000.00T |
| 2026-03-31 | 6 | $220.6M | 1000.00T |