ISHARES

$IWD
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13F holders
1,873
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders

Top 10 of 1,873 · Source: 13F-HR
01
TB Capital Gestao de Recursos Ltda.
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02
State Farm Mutual Automobile Insurance Co.
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03
Holos Integrated Wealth LLC
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04
Castlekeep Investment Advisors LLC
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05
Lowe Brockenbrough & Co. Inc.
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06
Sb Investment Advisers (uk) Ltd.
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07
Marquette Asset Management, LLC
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08
Taconic Capital Advisors LP
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09
Sheaff Brock Investment Advisors, LLC
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10
Hourglass Capital, LLC
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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.

See all 1,873 13F holders · Pro →

Smart Money · top-200 alpha cohort

30 holders · Q1 2026

$IWD is held by 30 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.82%, with an average of 0.18% of portfolio. Largest holder: Fulton Bank, N.a. at 0.82%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Fulton Bank, N.a.
0.82% NEW
α +23.8pts
02
Venture Visionary Partners LLC
0.76% NEW
α +10.3pts
03
Barnett & Company, Inc.
0.70% NEW
α +12.6pts
04
Pacific Financial Group Inc.
0.47% held
α +14.3pts
05
Johnson Financial Group, Inc.
0.45% held
α +14.7pts
06
TRUE Private Wealth Advisors
0.34% NEW
α +23.4pts
07
River Road Asset Management, LLC
0.29% NEW
α +12.9pts
08
Linscomb Wealth, Inc.
0.27% NEW
α +32.6pts
09
Courier Capital LLC
0.16% NEW
α +14.9pts
10
Plum Street Advisors, LLC
0.15% held
α +18.0pts
11
Walkner Condon Financial Advisors LLC
0.13% NEW
α +23.7pts
12
NerdWallet Wealth Partners, LLC
0.12% NEW
α +11.3pts
13
New Age Alpha Advisors, LLC
0.10% held
α +10.8pts
14
Citigroup Inc.
0.10% NEW
α +26.3pts
15
Collier Financial
0.09% held
α +14.2pts
16
Independent Solutions Wealth Management, LLC
0.07% held
α +19.1pts
17
RFG Advisory, LLC
0.06% held
α +16.2pts
18
LM Advisors LLC
0.05% held
α +15.5pts
19
Cornerstone Management, Inc.
0.05% held
α +12.4pts
20
Cypress Capital Group
0.04% held
α +12.6pts
21
Fiduciary Alliance LLC
0.03% held
α +16.8pts
22
GM Advisory Group, LLC
0.03% held
α +16.5pts
23
Erste Asset Management GmbH
0.03% held
α +33.4pts
24
Svb Wealth LLC
0.02% held
α +29.6pts
25
Choate Investment Advisors
0.02% held
α +13.8pts
26
Bradley Foster & Sargent INC
0.02% held
α +11.1pts
27
Principal Securities, Inc.
0.02% held
α +21.3pts
28
Pittenger & Anderson Inc.
0.02% held
α +21.3pts
29
Truepoint, Inc.
0.01% held
α +21.4pts
30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

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 $IWD in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $IWD in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $IWD lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $IWD — 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 06:16 UTC.