ISHARES TR (IWR): Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in IWR. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
12
13F filers
Aggregate Value
$130.3M
Across holders
Last Price
$113.01
2026-08-24
Sector
—
GICS
Quarterly fund activity6 increased4 reduced1 exited
Full exits: Select Equity Group, L.P.
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. CIK 0001739439 | Hedge Fund | 961K | $106.0M | 81.4% | 0.2% | Added | $-340.6M | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 97K | $10.7M | 8.2% | 0.0% | Added | $-1.1M | Q2 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 55K | $6.1M | 4.6% | 0.0% | Added | +$4.8M | Q2 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 21K | $2.3M | 1.7% | 0.0% | Reduced | +$1.8M | Q2 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 15K | $1.6M | 1.3% | 0.0% | Reduced | $-1.1M | Q2 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 | Hedge Fund | 12K | $1.3M | 1.0% | 0.0% | Unchanged | +$0 | Q2 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 4K | $437K | 0.3% | 0.0% | Added | — | Q2 2026 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 4K | $425K | 0.3% | 0.0% | Reduced | $-33K | Q2 2026 |
| MILLENNIUM MANAGEMENT LLC CIK 0001273087 | Hedge Fund | 4K | $390K | 0.3% | 0.0% | Added | — | Q2 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 3K | $385K | 0.3% | 0.0% | Reduced | $-47K | Q2 2026 |
Added
Hedge Fund
$106.0M· 81.4% of total· 0.2% port· 961K sh· $-340.6M QoQ· Q2 2026
Added
Hedge Fund
$10.7M· 8.2% of total· 0.0% port· 97K sh· $-1.1M QoQ· Q2 2026
Added
Hedge Fund
$6.1M· 4.6% of total· 0.0% port· 55K sh· +$4.8M QoQ· Q2 2026
Reduced
Hedge Fund
$2.3M· 1.7% of total· 0.0% port· 21K sh· +$1.8M QoQ· Q2 2026
Reduced
Hedge Fund
$1.6M· 1.3% of total· 0.0% port· 15K sh· $-1.1M QoQ· Q2 2026
Unchanged
Hedge Fund
$1.3M· 1.0% of total· 0.0% port· 12K sh· +$0 QoQ· Q2 2026
Added
Hedge Fund
$437K· 0.3% of total· 0.0% port· 4K sh· — QoQ· Q2 2026
Reduced
Hedge Fund
$425K· 0.3% of total· 0.0% port· 4K sh· $-33K QoQ· Q2 2026
Added
Hedge Fund
$390K· 0.3% of total· 0.0% port· 4K sh· — QoQ· Q2 2026
Reduced
Institutional Manager
$385K· 0.3% of total· 0.0% port· 3K sh· $-47K QoQ· Q2 2026
Added
Hedge Fund
$315K· 0.2% of total· 0.0% port· 3K sh· — QoQ· Q2 2026
Unchanged
Family Office
$286K· 0.2% of total· 0.0% port· 3K sh· +$0 QoQ· Q2 2026
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