ISHARES TR

$IWY
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Smart money positioned

12 of the Top-200 alpha managers hold $IWY as of the latest 13F snapshot.

13F holders
644
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

12 holders · Q1 2026

$IWY is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 4.47%, with an average of 0.70% of portfolio. Largest holder: Svb Wealth LLC at 4.47%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Svb Wealth LLC
4.47% held
α +29.6pts
02
ProVise Management Group, LLC
2.38% NEW
α +11.2pts
03
Pacific Financial Group Inc.
0.31% held
α +14.3pts
04
Principal Securities, Inc.
0.23% held
α +21.3pts
05
RFG Advisory, LLC
0.11% NEW
α +16.2pts

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.

Institutional holders

Top 10 of 644 · Source: 13F-HR
01
AIFG Consultants Ltd.
6.55% of portfolio
9,476,976 sh
02
Evensky & Katz LLC
0.41% of portfolio
2,578,532 sh
03
Taconic Capital Advisors LP
0.16% of portfolio
2,387,655 sh
04
First National Corp.
2.41% of portfolio
1,935,881 sh
05
Sheaff Brock Investment Advisors, LLC
0.21% of portfolio
1,808,476 sh
06
Promus Capital, LLC
17.42% of portfolio
1,220,162 sh
07
State Farm Mutual Automobile Insurance Co.
0.03% of portfolio
1,150,348 sh
08
Perkins Capital Management Inc.
0.15% of portfolio
1,140,954 sh
09
Ryan Investment Management, Inc.
0.32% of portfolio
916,739 sh
10
Klingenstein Fields & Co. LP
2.21% of portfolio
702,512 sh
See all 644 13F holders · Pro →

Insider activity · last 90 days

No insider activity

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

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $IWY 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 04:32 UTC.