Who Owns IWR?
ISHARES TR — institutional ownership across 5 tracked superinvestors.
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5
Institutional Holders
$9.2M
Total Value Held
1000.00T
Total Shares
ISHARES TR (IWR) is held by 5 tracked superinvestors with a combined position of $9.2M across 1000.00T shares. The largest holder is David Katz (Matrix Asset Advisors) with $6.5M (0.53% of portfolio).
| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|---|---|---|---|---|---|---|
| 1 | David Katz | Matrix Asset Advisors | 59093 | $6.5M | 0.53% | 2026-06-30 |
| 2 | FPA Queens Road | Bragg Financial Advisors | 8234 | $908K | 0.02% | 2026-06-30 |
| 3 | Wally Obermeyer | Obermeyer Wealth Partners | 7963 | $878K | 0.04% | 2026-06-30 |
| 4 | Mairs & Power | Mairs & Power | 6506 | $718K | 0.01% | 2026-06-30 |
| 5 | Hillman Value Fund | Hillman Capital Management | 2007 | $221K | 0.16% | 2026-06-30 |
Ownership history
| Period | Holders | Total Value | Total Shares |
|---|---|---|---|
| 2023-06-30 | 1 | $451K | 6,172 |
| 2023-09-30 | 2 | $2.4M | 291.2M |
| 2023-12-31 | 2 | $2.9M | 307.3M |
| 2024-03-31 | 2 | $3.9M | 400.4M |
| 2024-06-30 | 2 | $4.5M | 4.50B |
| 2024-09-30 | 2 | $5.3M | 4.99B |
| 2024-12-31 | 3 | $6.4M | 54.41T |
| 2025-03-31 | 4 | $6.6M | 1000.00T |
| 2025-06-30 | 5 | $7.3M | 1000.00T |
| 2025-09-30 | 5 | $7.7M | 1000.00T |
| 2025-12-31 | 4 | $7.4M | 1000.00T |
| 2026-03-31 | 4 | $7.5M | 1000.00T |