ValuationViz

IWN fund manager activity

ISHARES TR. Reported by 9 tracked fund managers in their 13F filings, Q2 2013 to Q3 2026.

Q3 2026

ManagerActivitySharesValue% of portfolioFiled
David Katz - Matrix Asset AdvisorsNo change1,765$369,6790.03%Oct 13, 2026

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
John Rogers - Ariel InvestmentsAdded76,697$16,965,3760.17%Aug 14, 2026
Arnold Van Den Berg - Century ManagementSold out——0.00%Aug 14, 2026
Joel Greenblatt - Gotham Asset ManagementAdded4,845$1,071,7140.00%Aug 14, 2026
David Katz - Matrix Asset AdvisorsNo change1,765$390,4180.03%Jul 15, 2026

Older quarters