Question 1

Who owns IWR stock?

Accepted Answer

IWR (ISHARES TR) is held by 5 tracked superinvestors with an aggregate position value of $9M based on the most recent SEC 13F filings. Top institutional holders include: David Katz, FPA Queens Road, Wally Obermeyer.

Question 2

How much IWR do superinvestors hold in aggregate?

Accepted Answer

Across 5 tracked managers, superinvestors collectively report $9M in IWR positions worth 83,803 shares.

Question 3

What is the largest holder of IWR?

Accepted Answer

The largest tracked holder of IWR is David Katz (Matrix Asset Advisors) with 59,093 shares worth $7M, representing 0.53% of their portfolio.

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
David Katz	Matrix Asset Advisors	59093	$6.5M	0.53%	$110.32	Q2 2026
FPA Queens Road	Bragg Financial Advisors	8234	$908K	0.02%	$110.32	Q2 2026
Wally Obermeyer	Obermeyer Wealth Partners	7963	$878K	0.04%	$110.32	Q2 2026
Mairs & Power	Mairs & Power	6506	$718K	0.01%	$110.32	Q2 2026
Hillman Value Fund	Hillman Capital Management	2007	$221K	0.16%	$110.34	Q2 2026

IWRISHARES TR

📊 Holdings Over Time

Quarter-by-Quarter Activity