# ISHARES TR (IWF) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 464287614
Page URL: https://superinvestorclub.com/stock/IWF
Last updated: 2026-08-29T13:47:30.718Z

## Summary

As of the most recent 13F filing period, ISHARES TR (IWF) is held by 5 tracked superinvestors with an aggregate position value of $93.2M representing 06136391065052250858041972 shares.

## Top institutional holders (5)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Polen Capital](https://superinvestorclub.com/manager/271) | Polen Capital Management | 613639 | $76.2M | 0.66% | 2026-06-30 |
| 2 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 106505 | $13.2M | 1.08% | 2026-06-30 |
| 3 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 22508 | $2.8M | 0.11% | 2026-06-30 |
| 4 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 5804 | $720,683 | 0.02% | 2026-06-30 |
| 5 | [Torray LLC](https://superinvestorclub.com/manager/3250) | Torray LLC | 1972 | $244,863 | 0.03% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $820,036 aggregate, 02980 shares
- 2023-09-30: 2 holders, $4.8M aggregate, 0151122930 shares
- 2023-12-31: 2 holders, $5.6M aggregate, 0153033188 shares
- 2024-03-31: 2 holders, $6.7M aggregate, 0167533109 shares
- 2024-06-30: 2 holders, $7.4M aggregate, 0173223109 shares
- 2024-09-30: 2 holders, $8.4M aggregate, 0194122910 shares
- 2024-12-31: 6 holders, $12.4M aggregate, 02010738742806174613231138 shares
- 2025-03-31: 7 holders, $152.8M aggregate, 03855222085075883565190417461138 shares
- 2025-06-30: 6 holders, $110.0M aggregate, 0225609229955573190417461138 shares
- 2025-09-30: 6 holders, $122.0M aggregate, 0227851233585793189211384172 shares
- 2025-12-31: 6 holders, $389.0M aggregate, 07760862418712019578919931827 shares
- 2026-03-31: 6 holders, $189.2M aggregate, 040686326756631118281386524 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

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