ValuationViz

IWD fund manager activity

ISHARES TR. Reported by 12 tracked fund managers in their 13F filings, Q4 2015 to Q3 2026.

Q3 2026

ManagerActivitySharesValue% of portfolioFiled
David Katz - Matrix Asset AdvisorsTrimmed6,191$1,535,0760.13%Oct 13, 2026

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
John Rogers - Ariel InvestmentsNew895$216,9750.00%Aug 14, 2026
Arnold Van Den Berg - Century ManagementSold out——0.00%Aug 14, 2026
Ken Fisher - Fisher Asset ManagementTrimmed9,033$2,189,9790.00%Aug 4, 2026
Joel Greenblatt - Gotham Asset ManagementAdded116,884$28,336,1880.07%Aug 14, 2026
Mairs & Power FundsNo change2,562$621,1060.01%Aug 14, 2026
David Katz - Matrix Asset AdvisorsTrimmed6,265$1,518,8540.12%Jul 15, 2026
Vulcan Value PartnersNew7,011$1,748,5780.05%Aug 10, 2026

Older quarters