Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (IWR)

1K + Investors. Track Smart Money conviction in IWR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +80
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — IWR

Based on 1392 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IWR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,392 hedge funds hold IWR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+118 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

681 buying468 selling
Last quarter: 681 funds bought or added vs 468 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+70 vs last Q)

new funds entering per quarter
Funds opening a new IWR position: 95 → 130 → 92 → 162. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 14% new
951 out of 1,392 hedge funds have held IWR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

145 → 95 → 130 → 92 → 162 new funds/Q
New funds entering each quarter: 95 → 130 → 92 → 162. A growing number of institutions are discovering IWR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Of 1,399 current holders: 963 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds
26 of 1392 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in IWR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: IWR

How many hedge funds hold IWR — quarterly history vs. share price
Quarterly hedge fund ownership of IWR vs. share price

Market Analysis: IWR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IWR

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

79 top-rated funds 22 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: IWR
2026 Q1 Stats Unlock in 22 days 1K + Investors

Track Smart Money conviction in IWR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1399 1316 6.31%
13F Shares 387M 372M 4.15%
Total Value $37.36B $35.90B 4.08%
New Positions 162 92 +70
Increased Positions 523 446 +77
Closed Positions 82 90 -8
Reduced Positions 393 419 -26
Total Calls 3 4 -25.0%
Total Puts 5 4 25.0%
PUT/CALL Ratio 1.67 1.0 Bearish

Statistics: IWR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IWR. Verified SEC 13F-HR filings.

Top 25 institutional holders of IWR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CCG WEALTH MANAGEMENT, LLC 7.43% 281,775 $27.4M
2 Taylor & Morgan Wealth Management, LLC 7.09% 127,738 $12.4M
3 LIFE LINE WEALTH MANAGEMENT LLC 6.43% 148,081 $14.4M
4 Oakworth Capital, Inc. 6.26% 1,215,916 $118.2M
5 Sincerus Advisory, LLC 5.88% 79,854 $7.8M
6 PFW Advisors LLC 5.55% 181,368 $17.6M
7 ALBION FINANCIAL GROUP /UT 5.38% 857,371 $83.4M
8 WEST BANCORPORATION INC 5.15% 106,076 $10.3M
9 SHELTON WEALTH MANAGEMENT, LLC 4.07% 95,760 $9.3M
10 AMARILLO NATIONAL BANK 3.68% 214,284 $20.8M
11 Baron Financial Group, LLC 3.57% 68,036 $6.6M
12 Coastline Trust Co 3.27% 339,497 $33.0M
13 Tanglewood Legacy Advisors, LLC 3.22% 91,595 $8.9M
14 STEPH & CO 3.10% 111,846 $10.9M
15 FORTE ASSET MANAGEMENT LLC 3.08% 72,182 $7.0M
16 WASHINGTON TRUST Co 3.00% 911,727 $88.6M
17 Bricktown Capital, LLC 2.91% 152,264 $14.8M
18 PATTON FUND MANAGEMENT, INC. 2.80% 169,425 $16.5M
19 Hoxton Planning & Management, LLC 2.68% 91,725 $8.9M
20 Smith Thornton Advisors LLC 2.57% 52,590 $5.1M
21 St. Johns Investment Management Company, LLC 2.36% 57,743 $5.6M
22 UNIQUE WEALTH, LLC 2.34% 174,205 $16.9M
23 Plan Group Financial, LLC 1.98% 86,893 $8.4M
24 Ullmann Wealth Partners Group, LLC 1.93% 191,685 $18.6M
25 XML Financial, LLC 1.86% 237,554 $23.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ISHARES TR (IWR)

What does the Smart Money Trend signal show for IWR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IWR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IWR?

Slight buying edge — 59% buying: Last quarter: 681 funds bought or added vs 468 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IWR holders?

Elite ownership — 70% AUM from top-100 funds: 26 of 1392 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in IWR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IWR?

68% of holders stayed for 2+ years: 951 out of 1,392 hedge funds have held IWR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.