IW
ISHARES TR
IWFOwnership as of Q2 2026
Funds owning
4
Combined value
187.5M
Avg portfolio %
0.6%
Buys / Sells this quarter
−1 sells
Q2-2026
| Investor | Weight | Q/Q change | Value |
|---|---|---|---|
PC Polen Capital Managementas of Q1-2026 | Trial 1.20% | ↘Reduced 47.58% | 406.9K shares · $426.40 $173.5M |
MA Matrix Asset Advisors – David Katz | Trial 1.08% | ↘Reduced 0.48% | 106.5K shares · $124.17 $13.2M |
TI Torray Investment Partnersas of Q1-2026 | Trial 0.09% | ↘Reduced 30.46% | 1.4K shares · $426.40 $590,990 |
WP Wedgewood Partners – David Rolfeas of Q1-2026 | Trial 0.05% | ↘Reduced 95.64% | 524 shares · $426.40 $223,434 |
| 4 funds | $187.5M |