$IVW is held by 31 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 6.14%, with an average of 0.69% of portfolio. Largest holder: Courier Capital LLC at 6.14%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
ISHARES TR
13F holders
1,959
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 1,959 · Source: 13F-HR01
Marquette Asset Management, LLC
—
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02
State Farm Mutual Automobile Insurance Co.
—
—
03
Holos Integrated Wealth LLC
—
—
04
Taconic Capital Advisors LP
—
—
05
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
—
—
06
Evensky & Katz LLC
—
—
07
Sheaff Brock Investment Advisors, LLC
—
—
08
Lowe Brockenbrough & Co. Inc.
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—
09
AIFG Consultants Ltd.
—
—
10
Tower Research Capital LLC (TRC)
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
31 holders · Q1 202601
Courier Capital LLC
6.14% NEW
α +14.9pts
02
Pacific Financial Group Inc.
5.53% ↓ 1.5pp
α +14.3pts
03
Endeavor Private Wealth, Inc.
2.61% held
α +13.5pts
04
Independent Solutions Wealth Management, LLC
2.55% NEW
α +19.1pts
05
MFA Wealth Services
1.85% NEW
α +16.2pts
06
TRUE Private Wealth Advisors
0.82% NEW
α +23.4pts
07
Principal Securities, Inc.
0.70% held
α +21.3pts
08
Fiduciary Alliance LLC
0.18% held
α +16.8pts
09
Focused Wealth Management, Inc
0.12% NEW
α +19.2pts
10
Plum Street Advisors, LLC
0.11% held
α +18.0pts
11
Truepoint, Inc.
0.07% held
α +21.4pts
12
Collier Financial
0.07% held
α +14.2pts
13
Impact Partnership Wealth, LLC
0.07% held
α +10.3pts
14
Choate Investment Advisors
0.06% held
α +13.8pts
15
Venture Visionary Partners LLC
0.06% held
α +10.3pts
16
Beverly Hills Private Wealth, LLC
0.06% held
α +10.4pts
17
ProVise Management Group, LLC
0.05% held
α +11.2pts
18
Johnson Financial Group, Inc.
0.05% held
α +14.7pts
19
Stelac Advisory Services LLC
0.05% held
α +13.4pts
20
Corsicana & Co.
0.04% held
α +20.0pts
21
Condor Capital Management
0.04% held
α +23.6pts
22
Level Financial Advisors
0.03% held
α +30.9pts
23
Cypress Capital Group
0.03% held
α +12.6pts
24
RFG Advisory, LLC
0.03% held
α +16.2pts
25
Bradley Foster & Sargent INC
0.03% held
α +11.1pts
26
New Age Alpha Advisors, LLC
0.03% held
α +10.8pts
27
Fulton Bank, N.a.
0.02% held
α +23.8pts
28
Citigroup Inc.
0.02% held
α +26.3pts
29
Pittenger & Anderson Inc.
0.00% held
α +21.3pts
30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
31
Scopia Capital Management LP
0.00% held
α +10.2pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $IVW in the recent window.
Congress trades · last 90 days
7 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $IVW lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $IVW — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:18 UTC.