# ISHARES TR (IWD) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 464287598
Page URL: https://superinvestorclub.com/stock/IWD
Last updated: 2026-08-29T13:47:30.642Z

## Summary

As of the most recent 13F filing period, ISHARES TR (IWD) is held by 6 tracked superinvestors with an aggregate position value of $12.4M representing 02657113000626525621867895 shares.

## Top institutional holders (6)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Boykin Curry](https://superinvestorclub.com/manager/3282) | Eagle Capital Management | 26571 | $6.4M | 0.02% | 2026-06-30 |
| 2 | [Donald Smith & Co](https://superinvestorclub.com/manager/17) | Donald Smith & Co., Inc. | 13000 | $3.2M | 0.06% | 2026-06-30 |
| 3 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 6265 | $1.5M | 0.12% | 2026-06-30 |
| 4 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 2562 | $621,106 | 0.01% | 2026-06-30 |
| 5 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 1867 | $452,617 | 0.02% | 2026-06-30 |
| 6 | [John Rogers](https://superinvestorclub.com/manager/76) | Ariel Investments | 895 | $216,975 | 0.00% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 2 holders, $1.5M aggregate, 056533692 shares
- 2023-09-30: 4 holders, $3.6M aggregate, 015000353330992327 shares
- 2023-12-31: 4 holders, $7.6M aggregate, 0237241500035873533 shares
- 2024-03-31: 3 holders, $4.2M aggregate, 01500048003436 shares
- 2024-06-30: 3 holders, $4.7M aggregate, 01780057863396 shares
- 2024-09-30: 3 holders, $5.2M aggregate, 01780066043066 shares
- 2024-12-31: 6 holders, $44.1M aggregate, 013410859610178001710066302806 shares
- 2025-03-31: 6 holders, $1.04B aggregate, 055000001710016300620029662690 shares
- 2025-06-30: 4 holders, $976.1M aggregate, 050000001630062002966 shares
- 2025-09-30: 6 holders, $1.03B aggregate, 0500000039837163006272296613886 shares
- 2025-12-31: 7 holders, $682.5M aggregate, 0280000041966013000630529661962668 shares
- 2026-03-31: 6 holders, $220.6M aggregate, 01000000130007759630629662562 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

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