IWR — ISHARES TR

Ownership history in Advisor OS, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in ISHARES TR (IWR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2023 Q1)
Avg. % of fund
0.06%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 6,854 +118 +1.8% 0.06% $662K $95.90
2025 Q2 ADDED 6,736 +136 +2.1% 0.06% $620K $91.05
2025 Q1 ADDED 6,600 +1,160 +21.3% 0.06% $561K $83.97
2024 Q1 UNCHANGED 5,440 — 0% 0.05% $457K $81.90
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWR price (monthly, adj. close)

Other funds also holding IWR

As of 2025 Q4 — sorted by position size

Stegner Investment Associates Inc. 3Y 22.66% Fox Financial, Inc 12.02% CCG WEALTH MANAGEMENT, LLC 3Y 9.8% PRAIRIEVIEW WEALTH PARTNERS, LLC 9.52% Taylor & Morgan Wealth Management, LLC 3Y 6.53% GGM Financials LLC 6.47% Oakworth Capital, Inc. 3Y 7Y 6.23% SONATA CAPITAL GROUP INC 3Y 7Y 6.19% Sincerus Advisory, LLC 5.94% Campion Asset Management 3Y 5.78%
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