Who Owns IWF?
ISHARES TR — institutional ownership across 5 tracked superinvestors.
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5
Institutional Holders
$93.2M
Total Value Held
1000.00T
Total Shares
ISHARES TR (IWF) is held by 5 tracked superinvestors with a combined position of $93.2M across 1000.00T shares. The largest holder is Polen Capital (Polen Capital Management) with $76.2M (0.66% of portfolio).
| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management | 613639 | $76.2M | 0.66% | 2026-06-30 |
| 2 | David Katz | Matrix Asset Advisors | 106505 | $13.2M | 1.08% | 2026-06-30 |
| 3 | Wally Obermeyer | Obermeyer Wealth Partners | 22508 | $2.8M | 0.11% | 2026-06-30 |
| 4 | FPA Queens Road | Bragg Financial Advisors | 5804 | $721K | 0.02% | 2026-06-30 |
| 5 | Torray LLC | Torray LLC | 1972 | $245K | 0.03% | 2026-06-30 |
Ownership history
| Period | Holders | Total Value | Total Shares |
|---|---|---|---|
| 2023-06-30 | 1 | $820K | 2,980 |
| 2023-09-30 | 2 | $4.8M | 151.1M |
| 2023-12-31 | 2 | $5.6M | 153.0M |
| 2024-03-31 | 2 | $6.7M | 167.5M |
| 2024-06-30 | 2 | $7.4M | 173.2M |
| 2024-09-30 | 2 | $8.4M | 194.1M |
| 2024-12-31 | 6 | $12.4M | 1000.00T |
| 2025-03-31 | 7 | $152.8M | 1000.00T |
| 2025-06-30 | 6 | $110.0M | 1000.00T |
| 2025-09-30 | 6 | $122.0M | 1000.00T |
| 2025-12-31 | 6 | $389.0M | 1000.00T |
| 2026-03-31 | 6 | $189.2M | 1000.00T |