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Disclosery

IWB ISHARES TR

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ETF (fund)

1,526 managers (1,546 13F filers) reported a position in IWB shares at 2026-06-30, 95,773,950 shares in all. 117 filers opened a position and 40 filers sold out during the quarter.

Managers
1,526
13F filers
1,546
New
117
Added
370
Reduced
566
Sold out
40
Shares held by filers
95,773,950

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC9,942,793$4.07B0.18%-117,01713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,705,412$3.48B1.39%-1,747,96713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,567,154$1.87B0.12%-588,43113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,021,809$1.65B-468,069Timeline
M&T Bank Corpin group M&T Bank Corp2,899,576$1.19B3.48%+100,15313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,550,767$1.04B0.12%-107,75813F-HRTimelineGroup
LPL Financial LLC2,543,875$1.04B0.23%+7,16313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,313,380$947M0.47%-16,16513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,289,986$938M0.01%+651,56613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,040,874$836M0.04%+11,08913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,867,545$765M-73,569Timeline
Millburn Ridgefield LLC /DE/1,637,759$671M12.7%-3,97413F-HRTimeline
Catalyst Capital Advisors LLC1,637,759$671M11.13%-3,97413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,634,389$664M0.04%+367,93813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,577,820$646M0.11%-2,10413F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC1,429,386$585M4.28%+9,82413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,337,416$548M0.29%-42,68913F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,281,418$525M7.23%-5,60013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,270,498$520M0.8%-9,32313F-HRTimeline
UBS Group AGgroup of 2 filers holding1,139,646$467M-74Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,132,924$464M1.35%+20,88313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,081,981$443M0.05%-86,76613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\856,684$351M0.38%-35,49813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding848,568$347M-17,674Timeline
Dynasty Wealth Management, LLC838,203$343M2.55%+836,22213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC815,660$334M0.41%+15,53513F-HRTimelineGroup
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…791,000$324M2.12%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV721,484$295M0.37%-63,25813F-HR/ATimeline
Legacy Wealth Management, LLC702,613$288M15.05%-5,58913F-HRTimeline
Creative Planningin group Creative Planning651,215$267M0.16%+8,92213F-HRTimelineGroup
Capstone Financial Advisors, Inc.637,495$261M12.72%-8,82513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …625,348$256M1.75%+15,64413F-HRTimelineGroup
TIAAgroup of 5 filers holding577,141$236M-6,561Timeline
Mariner, LLCin group Mariner, LLC566,204$232M0.24%-14,48713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC565,167$231M0.06%-26,90113F-HRTimelineGroup
HighTower Advisors, LLC524,619$215M0.21%+48013F-HRTimeline
IEQ CAPITAL, LLC492,609$202M0.93%-22,67913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC482,320$198M0.04%+2,61313F-HRTimelineGroup
OpenArc Corporate Advisory, LLC437,245$179M2.13%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …430,492$176M0.42%-12,06713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP410,929$168M0.2%-18,72813F-HRTimelineGroup
Cetera Investment Advisers381,177$156M0.14%+20,09613F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.380,082$156M0.19%+2,33613F-HRTimelineGroup
RED CEDAR INVESTMENT MANAGEMENT, LLC379,919$156M14.73%-15,40613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA352,340$144M0.02%-24,77613F-HRTimelineGroup
MPS Loria Financial Planners, LLC347,484$142M32.71%+6,54913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/341,972$140M0.05%+35313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…336,014$136M0.23%+2,38913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC318,478$130M0.06%-7,01913F-HRTimelineGroup
Waverly Advisors, LLC314,703$129M0.75%-4,32013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC311,153$127M1.96%+308,54013F-HRTimeline
NorthRock Partners, LLC295,228$121M1.76%-3,03413F-HRTimeline
Arbor Investment Advisors, LLC284,885$117M13.2%-6,09713F-HRTimeline
Johns Hopkins University264,479$108M7.24%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK262,586$108M0.47%-1,27813F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.249,432$102M5.27%+2,12913F-HRTimeline
Winthrop Advisory Group LLC247,599$101M6.83%-1,84113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC238,849$97.8M0.03%+70,52213F-HRTimelineGroup
AMG National Trust Bank236,272$96.8M1.99%-23,85513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.227,369$93.1M0.13%-1,83213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.224,503$92M0.11%+17,84213F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC209,766$85.9M0.06%-312,15313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP209,271$85.7M0.07%+16,72513F-HRTimelineGroup
Ballentine Partners, LLC205,671$84.2M1.03%-73513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC197,624$80.9M1.01%-2,94813F-HRTimeline
JFS WEALTH ADVISORS, LLC196,255$80.4M4.01%-3,11613F-HRTimeline
BOK Financial Private Wealth, Inc.192,855$79M4.05%-2,84213F-HRTimeline
WASHINGTON TRUST Co187,582$76.8M2.39%-1,79213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP184,908$75.7M0.1%+5,43413F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS175,478$71.9M0.04%-4,78913F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC173,341$71M0.11%-30,56813F-HRTimelineGroup
Boston Trust Walden Corpgroup of 2 filers holding167,979$68.8M+164,965Timeline
Mason & Associates Inc166,139$68M10.99%+1,14413F-HRTimeline
Cambridge Investment Research Advisors,…163,625$67M0.15%-4,88713F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp162,958$66.7M0.01%-1,91613F-HRTimelineGroup
BRIGHTON JONES LLC161,000$65.9M1.23%-6613F-HRTimeline
Enclave Advisors LLC159,905$65.5M8.53%-1,67413F-HRTimeline
Hippocratic Financial Advisors, LLC158,526$64.9M24.49%+5,33113F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The155,000$63.5M0.62%new13F-HRTimelineGroup
Napier Financial, LLC152,880$62.6M13.04%+55013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC149,580$61.3M0.08%-6,13013F-HRTimeline
DT Investment Partners, LLC148,918$61M4.55%+25,09713F-HRTimeline
Gotham Asset Management, LLC148,358$60.8M0.14%+20,56913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC147,167$60.3M0.73%-35,23613F-HRTimelineGroup
JT Stratford LLC146,428$60M6.57%+6,42813F-HRTimeline
Wealthspire Advisors, LLC145,102$59.4M0.33%+62,34113F-HRTimeline
Beacon Pointe Advisors, LLC141,523$58M0.27%-4,87613F-HRTimeline
CHOREO, LLC139,506$57.1M0.63%-2,22113F-HRTimeline
Financial Management Professionals, Inc.137,398$56.3M5.34%+20,97413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…134,401$55M0.08%-4,04413F-HRTimelineGroup
NIXON PEABODY TRUST CO131,839$54M3.82%+56413F-HRTimeline
Wealthfront Advisers LLC128,979$52.8M0.1%-18513F-HRTimeline
NewEdge Advisors, LLC128,083$52.4M0.16%+2,68513F-HRTimeline
Jordan Park Group LLC126,399$51.8M2.62%+3,13513F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV124,298$50.9M0.73%013F-HRTimeline
Conservest Capital Advisors, Inc.122,456$50.1M3.99%-7,70313F-HRTimeline
Keel Point, LLC122,452$50.1M2.96%-1,50713F-HRTimeline
Trust Co121,730$49.8M4.5%-1,05313F-HRTimeline
Brewster Financial Planning LLC119,018$48.7M26.76%-96413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC118,488$48.5M0.17%-154,01113F-HRTimelineGroup
ASPIRIANT, LLC116,055$47.5M1.17%+3,34713F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…116,034$47.5M0.91%-80913F-HRTimelineGroup
Clearstead Advisors, LLC113,061$46.3M0.44%-36,23313F-HRTimeline
HOGE FINANCIAL SERVICES, LLC111,486$45.7M21.86%-1,10813F-HRTimeline
American Financial Advisors, LLC105,848$43.3M5.22%-2,48013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC104,962$43M0.8%-53013F-HRTimeline
Busey Bank104,140$42.6M1.03%-47913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC103,531$42.4M2.07%-2,00313F-HRTimeline
MONTAG A & ASSOCIATES INC103,231$42.3M1.79%-4,18713F-HRTimeline
Constellation Investments, Inc.101,441$41.5M1.3%013F-HRTimeline
MML INVESTORS SERVICES, LLC100,749$41.3M0.08%-69,13513F-HRTimeline
Quantinno Capital Management LP94,035$38.5M0.05%+4,52913F-HRTimeline
RTD Financial Advisors, Inc.93,430$38.3M4.17%-1,10713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources92,310$37.8M0.01%-3,65913F-HRTimelineGroup
Franklin, Parlapiano, Turner & Welch, L…91,894$37.6M8.51%-1,19913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…91,196$37.3M0.42%+4,51413F-HRTimelineGroup
TFO Wealth Partners, LLC90,216$36.9M4.02%-45413F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO89,429$36.6M4.01%-2,84713F-HRTimelineGroup
Legacy Advisors, LLC89,260$36.6M3.41%-713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding87,154$35.7M-386Timeline
MAI Capital Management86,387$35.4M0.13%+9,56813F-HRTimeline
Wilmington Savings Fund Society, FSB85,671$35.1M0.78%-1,33013F-HRTimeline
Parker Investment Management, LLC85,481$35M4.23%-1,58213F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc85,461$35M0.01%+30,79113F-HRTimelineGroup
Wescott Financial Advisory Group, LLC85,288$34.9M2.7%-1,24313F-HRTimeline
Robertson Stephens Wealth Management, L…85,161$34.9M0.86%+313F-HRTimeline
Gray Private Wealth, LLC83,372$34.1M14.75%-1,89413F-HRTimeline
WHITTIER TRUST CO82,389$33.9M0.33%-9313F-HRTimeline
May Hill Capital, LLC82,038$33.6M7.02%-1,53313F-HRTimeline
XML Financial, LLC81,941$33.6M2.44%-62113F-HRTimeline
SACHEM HILL LLC81,776$33.5M5.95%-6,45513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.81,262$33.4M2.03%+10,01613F-HRTimelineGroup
ACT WEALTH MANAGEMENT, LLC81,458$33.4M9.8%+3,80713F-HRTimeline
BLAIR WILLIAM & CO/IL80,773$33.1M0.09%-12213F-HRTimeline
Private Advisor Group, LLC80,409$32.9M0.15%+42,59813F-HRTimeline
Opus Capital Group, LLC80,310$32.9M3.19%+2,27413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC80,040$32.8M0.2%-1,86713F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC76,200$31.2M0.23%-79013F-HRTimeline
Karpus Management, Inc.74,490$30.5M0.88%-10,60613F-HRTimeline
Sequoia Financial Advisors, LLC74,305$30.4M0.15%-42313F-HRTimeline
Integrated Wealth Concepts LLC73,215$30M0.15%+7,95713F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC71,104$29.1M0.35%-2,88813F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA67,417$27.6M0.12%-513F-HRTimelineGroup
Modera Wealth Management, LLC66,971$27.4M0.29%-32613F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP66,732$27.1M0.02%-138,70613F-HRTimeline
Savant Capital, LLC63,758$26.1M0.08%+2,63813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP63,095$25.8M0.32%+74913F-HRTimeline
UMB Bank, n.a.62,826$25.7M0.33%+3,62013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Equitable Holdings, Inc.in group Equitable Holdings, Inc.61,550$25.2M0.15%-89,16413F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC58,956$24.1M0.66%-7913F-HRTimeline
DAVIS R M INC58,467$23.9M0.38%-47013F-HRTimeline
Cornerstone Wealth Group, LLC58,420$23.9M1.42%-53513F-HRTimeline
Perigon Wealth Management, LLC57,200$23.4M0.37%-2,00313F-HRTimeline
Heritage Investment Group, Inc.56,371$23.1M3.1%-1,70813F-HRTimeline
RHUMBLINE ADVISERS55,846$22.9M0.02%-22,70413F-HRTimeline
OneDigital Investment Advisors LLC55,716$22.8M0.19%-5,45513F-HRTimeline
Single Point Partners, LLC55,525$22.7M4%-1,25513F-HRTimeline
Centerpoint Advisors, LLC53,853$22.1M6.26%-3813F-HRTimeline
Paragon Capital Management LLC53,446$21.9M10.13%-85313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.53,433$21.9M0.72%-83213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…52,719$21.5M0.04%-2,02413F-HRTimelineGroup
Paladin Partners, LLC52,335$21.4M14.17%-49013F-HRTimeline
Mullaney, Keating & Wright, Inc.52,031$21.3M10.3%+8013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.51,542$21.1M14.88%-21213F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…50,000$20.5M0.03%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC49,482$20.3M0.01%-1,39813F-HRTimelineGroup
Auxano Advisors, LLC49,421$20.2M3.83%-33513F-HRTimeline
Cresset Asset Management, LLC49,408$20.2M0.07%-73013F-HRTimeline
Badgley Phelps Wealth Managers, LLC49,009$20.1M0.35%-1,45413F-HRTimeline
SCS Capital Management LLC48,700$19.9M0.19%-29613F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding47,842$19.6M-945Timeline
TRUST POINT INC.46,868$19.2M1.63%-8,40713F-HRTimeline
Tortoise Investment Management, LLC46,519$19M1.42%-44413F-HRTimeline
Rice Partnership, LLC45,588$18.7M2.27%-15813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC45,173$18.5M0.03%013F-HRTimelineGroup
Nicholson Meyer Capital Management, Inc.44,553$18.2M12.15%+7,80513F-HRTimeline
DAIDO LIFE INSURANCE CO43,602$17.9M2.43%-54,37913F-HRTimeline
HB Wealth Management, LLC43,288$17.7M0.1%+1,05913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC42,640$17.5M0.02%new13F-HRTimeline
Latigo Investments, LLC42,556$17.4M7.77%013F-HRTimeline
Farther Finance Advisors, LLC42,306$17.3M0.14%-5,31913F-HRTimeline
Glassman Wealth Services42,195$17.3M2.07%-65713F-HRTimeline
New England Private Wealth Advisors LLC41,790$16.9M1.63%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC41,161$16.9M1.72%013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…40,791$16.7M0.03%-78,66413F-HRTimeline
YHB Investment Advisors, Inc.40,621$16.6M1.07%-413F-HRTimeline
Texas Capital Bank Wealth Management Se…39,885$16.3M0.87%-1,25113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC39,692$16.3M0.01%-34,18513F-HRTimelineGroup
Glenview Trust Co39,578$16.2M0.22%+77013F-HR/ATimeline
SG Americas Securities, LLC38,947$15.9M0.01%013F-HRTimeline
CHARTIST INC /CA/38,886$15.9M9.94%-36713F-HRTimeline
ALLIANCEBERNSTEIN L.P.43,680$15.6M0.01%-21113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC37,759$15.5M0.19%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…37,324$15.3M0.05%-1,78513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC36,978$15.1M0.28%-13,74613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…36,595$15M0.18%-38213F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT36,562$15M0.21%-2,99313F-HRTimeline
Janney Montgomery Scott LLC35,674$14.6M0.03%-71313F-HRTimeline
JMG Financial Group, Ltd.35,656$14.6M0.35%-1,30213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding34,942$14.3M+3,169Timeline