# 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: 2026-07-08T12:41:20.265Z

## Summary

As of the most recent 13F filing period, ISHARES TR (IWR) is held by 3 tracked superinvestors with an aggregate position value of $6.8M representing 05957175492449 shares.

## Top institutional holders (3)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 59571 | $5.8M | 0.53% | 2026-03-31 |
| 2 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 7549 | $733,990 | 0.02% | 2026-03-31 |
| 3 | [Hillman Value Fund](https://superinvestorclub.com/manager/95) | Hillman Capital Management | 2449 | $238,140 | 0.17% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-09-30: 1 holders, $2.0M aggregate, 029120 shares
- 2023-12-31: 1 holders, $2.4M aggregate, 030734 shares
- 2024-03-31: 1 holders, $3.4M aggregate, 040036 shares
- 2024-06-30: 1 holders, $3.7M aggregate, 045042 shares
- 2024-09-30: 1 holders, $4.4M aggregate, 049939 shares
- 2024-12-31: 2 holders, $5.5M aggregate, 0544067673 shares
- 2025-03-31: 3 holders, $5.7M aggregate, 05738276732429 shares
- 2025-06-30: 4 holders, $6.3M aggregate, 057927765724331000 shares
- 2025-09-30: 4 holders, $6.7M aggregate, 058017755324331000 shares
- 2025-12-31: 3 holders, $6.6M aggregate, 05892775532433 shares
- 2026-03-31: 3 holders, $6.8M aggregate, 05957175492449 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."