# 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: 2026-07-08T13:35:15.878Z

## Summary

As of the most recent 13F filing period, ISHARES TR (IWF) is held by 5 tracked superinvestors with an aggregate position value of $186.5M representing 04068632675618281386524 shares.

## Top institutional holders (5)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Polen Capital](https://superinvestorclub.com/manager/271) | Polen Capital Management | 406863 | $173.5M | 1.20% | 2026-03-31 |
| 2 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 26756 | $11.4M | 1.05% | 2026-03-31 |
| 3 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 1828 | $779,460 | 0.02% | 2026-03-31 |
| 4 | [Torray LLC](https://superinvestorclub.com/manager/3250) | Torray LLC | 1386 | $590,990 | 0.09% | 2026-03-31 |
| 5 | [David Rolfe](https://superinvestorclub.com/manager/37) | Wedgewood Partners | 524 | $223,434 | 0.05% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-09-30: 1 holders, $4.0M aggregate, 015112 shares
- 2023-12-31: 1 holders, $4.6M aggregate, 015303 shares
- 2024-03-31: 1 holders, $5.6M aggregate, 016753 shares
- 2024-06-30: 1 holders, $6.3M aggregate, 017322 shares
- 2024-09-30: 1 holders, $7.3M aggregate, 019412 shares
- 2024-12-31: 5 holders, $11.3M aggregate, 0201073874174613231138 shares
- 2025-03-31: 6 holders, $151.5M aggregate, 0385522208507588190417461138 shares
- 2025-06-30: 4 holders, $106.8M aggregate, 02256092299519041138 shares
- 2025-09-30: 5 holders, $119.3M aggregate, 022785123358189211384172 shares
- 2025-12-31: 5 holders, $386.3M aggregate, 0776086241871201919931827 shares
- 2026-03-31: 5 holders, $186.5M aggregate, 04068632675618281386524 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."