# ISHARES TR (IWN) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 464287630
Page URL: https://superinvestorclub.com/stock/IWN
Last updated: 2026-07-08T12:33:17.522Z

## Summary

As of the most recent 13F filing period, ISHARES TR (IWN) is held by 2 tracked superinvestors with an aggregate position value of $12.7M representing 0654551765 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [John Rogers](https://superinvestorclub.com/manager/76) | Ariel Investments | 65455 | $12.4M | 0.14% | 2026-03-31 |
| 2 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 1765 | $334,626 | 0.03% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2024-06-30: 1 holders, $959,338 aggregate, 06299 shares
- 2024-09-30: 2 holders, $2.8M aggregate, 0152731765 shares
- 2024-12-31: 2 holders, $7.9M aggregate, 0464041765 shares
- 2025-03-31: 2 holders, $6.4M aggregate, 0406171765 shares
- 2025-06-30: 2 holders, $3.7M aggregate, 0214671765 shares
- 2025-09-30: 2 holders, $8.3M aggregate, 0449651765 shares
- 2025-12-31: 2 holders, $6.4M aggregate, 0333191765 shares
- 2026-03-31: 2 holders, $12.7M aggregate, 0654551765 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

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