# ISHARES TR (IWO) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 464287648
Page URL: https://superinvestorclub.com/stock/IWO
Last updated: 2026-08-29T13:47:30.956Z

## Summary

As of the most recent 13F filing period, ISHARES TR (IWO) is held by 3 tracked superinvestors with an aggregate position value of $2.1M representing 038421040563 shares.

## Top institutional holders (3)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 3842 | $1.5M | 0.04% | 2026-06-30 |
| 2 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 1040 | $409,718 | 0.00% | 2026-06-30 |
| 3 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 563 | $221,799 | 0.01% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2024-09-30: 1 holders, $203,628 aggregate, 0717 shares
- 2024-12-31: 1 holders, $1.1M aggregate, 03887 shares
- 2025-03-31: 2 holders, $1.4M aggregate, 038561528 shares
- 2025-06-30: 1 holders, $1.1M aggregate, 03886 shares
- 2025-09-30: 2 holders, $1.4M aggregate, 03856641 shares
- 2025-12-31: 2 holders, $1.4M aggregate, 03833641 shares
- 2026-03-31: 2 holders, $1.4M aggregate, 03842641 shares
- 2026-06-30: 3 holders, $2.1M aggregate, 038421040563 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

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