ISHARES TR

$IWR
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Smart money positioned

27 of the Top-200 alpha managers hold $IWR as of the latest 13F snapshot.

13F holders
1,507
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

27 holders · Q1 2026

$IWR is held by 27 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.78%, with an average of 0.16% of portfolio. Largest holder: Narus Financial Partners, LLC at 0.78%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Narus Financial Partners, LLC
0.78% held
α +11.1pts
02
Plum Street Advisors, LLC
0.59% held
α +18.0pts
03
Pacific Financial Group Inc.
0.44% held
α +14.3pts
04
New England Professional Planning Group Inc.
0.33% NEW
α +25.4pts
05
Fulton Bank, N.a.
0.29% NEW
α +23.8pts

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.

Institutional holders

Top 10 of 1,507 · Source: 13F-HR
01
State Farm Mutual Automobile Insurance Co.
0.79% of portfolio
118,466,005 sh
02
TB Capital Gestao de Recursos Ltda.
0.02% of portfolio
8,172,372 sh
03
RE Dickinson Investment Advisors, LLC
0.43% of portfolio
6,432,034 sh
04
Marquette Asset Management, LLC
0.12% of portfolio
4,471,361 sh
05
Sb Investment Advisers (uk) Ltd.
0.16% of portfolio
4,048,510 sh
06
Evergreen Private Wealth LLC
0.74% of portfolio
3,808,482 sh
07
Taconic Capital Advisors LP
0.10% of portfolio
3,755,593 sh
08
Arrow Financial Corp.
4.26% of portfolio
3,550,728 sh
09
Evensky & Katz LLC
0.20% of portfolio
3,408,060 sh
10
Teachers Insurance & Annuity Association of America
0.13% of portfolio
2,935,872 sh
See all 1,507 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $IWR in the recent window.

Congress trades · last 90 days

No Congress trades

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

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 06:20 UTC.