IWN — ISHARES TR

Ownership history in Empowered Funds, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Empowered Funds, LLC reported a position in ISHARES TR (IWN). 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
2.1% (2020 Q4)
Avg. % of fund
0.82%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 10,733 +1,272 +13.4% 0.02% $1.9M $175.32
2025 Q2 REDUCED 9,461 -2,474 -20.7% 0.02% $1.5M $155.70
2024 Q1 REDUCED 11,935 -17,643 -59.6% 0.03% $1.9M $153.29
2021 Q2 REDUCED 29,578 -53,783 -64.5% 0.62% $4.9M $151.17
2021 Q1 UNCHANGED 83,361 — 0% 2.10% $11.0M $145.09
2020 Q4 INITIATED 83,361 — — 2.10% $11.0M $119.57
% of Fund (quarterly)    IWN price (monthly, adj. close)

Other funds also holding IWN

As of 2025 Q4 — sorted by position size

Pacific Life Fund Advisors LLC 3Y 8.07% Powell Investment Advisors, LLC 3Y 7.12% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 6.19% LWM ADVISORS INC 6.08% Hillcrest Wealth Advisors - NY, LLC 3Y 7Y 5.49% Advisors Preferred, LLC 3Y 7Y 5.46% Foundation Wealth Management, LLC 3Y 4.46% SONATA CAPITAL GROUP INC 3Y 7Y 4.01% SENTINEL WEALTH MANAGEMENT, INC. 3.96% Risk Paradigm Group, LLC 3Y 7Y 3.87%
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