ISHARES TR

$IWV
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Smart money positioned

11 of the Top-200 alpha managers hold $IWV as of the latest 13F snapshot.

13F holders
860
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

11 holders · Q1 2026

$IWV is held by 11 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.47%, with an average of 0.46% of portfolio. Largest holder: GM Advisory Group, LLC at 2.47%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
GM Advisory Group, LLC
2.47% held
α +16.5pts
02
Avant Financial Advisors LLC
1.69% NEW
α +10.5pts
03
Truepoint, Inc.
0.48% held
α +21.4pts
04
LM Advisors LLC
0.17% held
α +15.5pts
05
Condor Capital Management
0.09% held
α +23.6pts

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 860 · Source: 13F-HR
01
Weaver C. Barksdale & Associates, Inc.
7.33% of portfolio
1,865,658 sh
02
INCA Investments LLC
—
965,992 sh
03
49 Wealth Management, LLC
8.22% of portfolio
843,738 sh
04
TB Capital Gestao de Recursos Ltda.
0.01% of portfolio
650,000 sh
05
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
0.31% of portfolio
549,832 sh
06
Pitti Group Wealth Management, LLC
11.94% of portfolio
527,834 sh
07
Pitcairn Wealth Advisors LLC
17.81% of portfolio
511,769 sh
08
State Farm Mutual Automobile Insurance Co.
0.02% of portfolio
502,980 sh
09
Taconic Capital Advisors LP
0.05% of portfolio
457,350 sh
10
Corre Partners Management, LLC
0.15% of portfolio
360,403 sh
See all 860 13F holders · Pro →

Insider activity · last 90 days

No insider activity

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

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $IWV 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 04:57 UTC.