# ISHARES TR (IWR) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 464287499
Page URL: https://superinvestorclub.com/stock/IWR
Last updated: 2026-08-29T13:47:31.182Z

## Summary

As of the most recent 13F filing period, ISHARES TR (IWR) is held by 5 tracked superinvestors with an aggregate position value of $9.2M representing 0590938234796365062007 shares.

## Top institutional holders (5)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 59093 | $6.5M | 0.53% | 2026-06-30 |
| 2 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 8234 | $908,375 | 0.02% | 2026-06-30 |
| 3 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 7963 | $878,478 | 0.04% | 2026-06-30 |
| 4 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 6506 | $717,742 | 0.01% | 2026-06-30 |
| 5 | [Hillman Value Fund](https://superinvestorclub.com/manager/95) | Hillman Capital Management | 2007 | $221,456 | 0.16% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $450,741 aggregate, 06172 shares
- 2023-09-30: 2 holders, $2.4M aggregate, 0291206172 shares
- 2023-12-31: 2 holders, $2.9M aggregate, 0307346172 shares
- 2024-03-31: 2 holders, $3.9M aggregate, 0400366172 shares
- 2024-06-30: 2 holders, $4.5M aggregate, 04504210303 shares
- 2024-09-30: 2 holders, $5.3M aggregate, 04993910303 shares
- 2024-12-31: 3 holders, $6.4M aggregate, 054406103037673 shares
- 2025-03-31: 4 holders, $6.6M aggregate, 0573821039476732429 shares
- 2025-06-30: 5 holders, $7.3M aggregate, 05792710394765724331000 shares
- 2025-09-30: 5 holders, $7.7M aggregate, 05801710394755324331000 shares
- 2025-12-31: 4 holders, $7.4M aggregate, 058927796375532433 shares
- 2026-03-31: 4 holders, $7.5M aggregate, 059571796375492449 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

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