- 2 Owners
- Max 0.0%
- $292K
- 2 exits
IWB (Ishares Tr) is held in 2 featured 13F books as of 2026 Q2. David Katz - Matrix Asset Advisors is the largest tracked holder by portfolio weight (0.02%). Figures are as-filed 13F, not free float.
Who owns this now
Largest portfolio weights among featured holders · max 0.0% (David Katz - Matrix Asset Advisors) · not free-float ownership
holders
sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book
| history | |||||
|---|---|---|---|---|---|
| David Katz - Matrix Asset Advisors 2026 Q2 | 0.02% | Hold | 698 | $286K | history |
| Kentucky Trust Co. - Kentucky Trust 2026 Q2 | <0.01% | Hold | 15 | $6K | history |
| Arnold Van Den Berg - Van Den Berg Management I exited 2026 Q2 last 2026 Q1 | 0.01% | Exit −0.01% | 161 | $57K | history |
| Cathie Wood - Ark Investment Management exited 2026 Q2 last 2026 Q1 | <0.01% | Exit 0.00% | — | — | history |
ownership over time
filing count by report period · click a bar for that quarter’s holders