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Disclosery

IWB ISHARES TR

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ETF (fund)

1,536 managers (1,556 13F filers) reported a position in IWB shares at 2026-06-30, 95,842,256 shares in all. 118 filers opened a position and 40 filers sold out during the quarter.

Managers
1,536
13F filers
1,556
New
118
Added
374
Reduced
569
Sold out
40
Shares held by filers
95,842,256

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
Advance Capital Management, Inc.34,538$14.1M0.46%+2213F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …33,477$13.7M0.69%013F-HRTimelineGroup
HRT FINANCIAL LP33,360$13.7M0.02%+26,17013F-HRTimeline
ETF Portfolio Partners, Inc.33,269$13.6M3.24%-19913F-HRTimeline
Northstar Financial Companies, Inc.33,254$13.6M9.18%013F-HRTimeline
Curi Capital, LLC33,203$13.6M0.21%-90713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co32,492$13.3M0.14%-36613F-HRTimelineGroup
FIDUCIARY COUNSELLING INC32,448$13.3M32.76%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UNIQUE WEALTH, LLC32,447$13.3M1.55%+30,88513F-HRTimeline
EP Wealth Advisors, LLC31,588$12.9M0.05%+1,12113F-HRTimeline
Evercore Wealth Management, LLC30,865$12.6M0.18%-63013F-HRTimeline
1900 WEALTH MANAGEMENT LLC30,692$12.6M0.7%+26313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP30,680$12.6M0.01%-91,44013F-HRTimelineGroup
Ethos Financial Group, LLC29,455$12.1M0.81%-53413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp29,308$12M0.2%-12113F-HRTimelineGroup
FLOW TRADERS U.S. LLC29,221$12M0.49%new13F-HRTimeline
Fire Capital Management LLC29,117$11.9M4.85%-1,08113F-HRTimeline
HBK Sorce Advisory LLC28,203$11.9M0.23%-13313F-HRTimeline
&PARTNERS28,797$11.8M0.05%-4,02213F-HRTimeline
Hamilton Capital, LLC28,905$11.8M0.59%013F-HRTimeline
Merit Financial Group, LLC28,829$11.8M0.07%-513F-HR/ATimeline
Centennial Bank/AR/in group Centennial Bank/AR/28,748$11.8M3.79%+23413F-HRTimelineGroup
Sanctuary Advisors, LLC28,656$11.7M0.05%+38113F-HRTimeline
Firestone Capital Management28,560$11.7M2.18%-39513F-HRTimeline
North Star Investment Management Corp.28,310$11.6M0.63%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC28,109$11.5M0.61%+72013F-HRTimeline
Aptus Capital Advisors, LLC27,922$11.4M0.08%+1,06813F-HRTimeline
Vise Technologies, Inc.27,538$11.3M0.13%+8,90113F-HRTimeline
Centerline Wealth Advisors, LLC27,477$11.3M3.53%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC27,380$11.2M0.07%-22013F-HRTimeline
Cannell & Spears LLC27,323$11.2M0.2%013F-HRTimeline
Parkside Financial Bank & Trust27,259$11.2M0.76%+6313F-HRTimeline
Brown Financial Advisory27,165$11.1M4.65%-19413F-HRTimeline
Sepio Capital, LP26,737$10.9M0.55%013F-HRTimeline
CM WEALTH ADVISORS LLC26,580$10.9M1.96%-18013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC26,484$10.8M0.55%-28613F-HRTimeline
COREPATH WEALTH PARTNERS LLC26,264$10.7M6.69%+53213F-HRTimeline
FORMULATE FINANCIAL LLC26,128$10.7M11.26%+20713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers26,065$10.7M0.01%+6,06913F-HRTimelineGroup
Indiana Trust & Investment Management Co25,598$10.5M2.86%013F-HRTimeline
Modern Wealth Management, LLC25,536$10.5M0.12%+18,03013F-HRTimeline
Graves Light Lenhart Wealth, Inc.25,154$10.3M0.96%-19313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST25,102$10.3M0.88%013F-HRTimeline
GC Wealth Management RIA, LLC24,847$10.2M0.59%+1,20413F-HRTimeline
Pure Financial Advisors, LLC24,700$10.1M0.13%-80613F-HRTimeline
CHILTON INVESTMENT CO INC.24,550$10.1M0.24%013F-HRTimeline
St. Louis Trust Co95,738$9.97M1.21%-8713F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC24,081$9.86M4.16%-19513F-HRTimeline
Summit Wealth Partners, LLC23,811$9.75M1.39%-1,10913F-HRTimeline
Maryland State Retirement & Pension Sys…23,759$9.73M0.17%+5,58513F-HRTimeline
Tudor Financial Inc.23,378$9.57M4.3%-33813F-HR/ATimeline
MV CAPITAL MANAGEMENT, INC.23,234$9.51M0.84%-17513F-HR/ATimeline
Campion Asset Management23,056$9.44M5.76%-34113F-HRTimeline
Relyea Zuckerberg Hanson LLC23,035$9.43M0.79%+313F-HR/ATimeline
Fort Point Capital Partners LLC22,746$9.31M0.99%-2513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.22,638$9.27M0.19%-3313F-HRTimelineGroup
Omega Financial Group, LLC22,301$9.13M2.78%-49213F-HRTimeline
Circle Wealth Management, LLC22,134$9.06M0.11%+613F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…21,509$9.06M5.39%013F-HRTimeline
Summit Trail Advisors, LLC22,089$9.05M0.11%-50313F-HRTimeline
NewSquare Capital LLC21,739$8.9M0.66%-3813F-HRTimeline
Klingman & Associates, LLC21,719$8.89M0.38%-31513F-HRTimeline
Bleakley Financial Group, LLC21,484$8.8M0.11%+25313F-HRTimeline
Caprock Group, LLC21,442$8.78M0.17%-3,55613F-HRTimeline
Ackerman Asset Management, LLC21,375$8.75M5.25%-9013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…20,892$8.56M0.05%-20113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management20,613$8.44M0.25%-24913F-HRTimelineGroup
Evanson Financial, LLC20,532$8.41M0.41%13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC19,793$8.11M0.02%+91013F-HRTimelineGroup
Monument Capital Management19,735$8.08M1.63%-9813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP19,686$8.06M0.05%-25313F-HRTimelineGroup
Koss-Olinger Consulting, LLC19,581$8.02M0.62%-19,05313F-HRTimeline
Avestar Capital, LLC19,539$8M0.47%013F-HRTimeline
Advisory Services Network, LLC19,505$7.99M0.09%+33913F-HRTimeline
Breakwater Capital Group19,355$7.93M0.95%+40113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.19,234$7.88M1.19%013F-HRTimeline
Sage Mountain Advisors LLC19,136$7.84M0.48%-7113F-HRTimeline
FIDUCIENT ADVISORS LLC19,102$7.82M1.12%-90813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…18,807$7.7M0.03%-46013F-HRTimelineGroup
MATHER GROUP, LLC.18,712$7.66M0.07%-56413F-HRTimeline
Bayshore Capital Advisors, LLC18,456$7.56M3.53%+2,58313F-HRTimeline
DIVERSIFIED TRUST CO18,233$7.47M0.12%-6913F-HRTimeline
Stegner Investment Associates Inc.18,226$7.46M3.55%-2,30813F-HRTimeline
Apella Capital, LLC17,927$7.34M0.1%013F-HRTimeline
Storen Legacy Partners, LLC17,830$7.3M1.99%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17,761$7.27M0.18%+17,75713F-HRTimelineGroup
WealthTrust Asset Management, LLC17,637$7.22M3.91%+10613F-HRTimeline
Compound Planning, Inc.17,492$7.16M0.19%-4,52413F-HRTimeline
Hirtle & Co., LLC17,479$7.16M0.24%-11613F-HRTimeline
Csenge Advisory Group17,435$7.14M0.29%+16913F-HRTimeline
Garde Capital, Inc.17,363$7.11M0.32%-4513F-HRTimeline
FCA CORP /TX17,361$7.11M1.75%+19313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,362$7.11M0.11%+91813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC17,295$7.08M0.15%+22713F-HRTimeline
Composition Wealth, LLC17,064$6.99M0.08%+7,72213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC17,005$6.96M0.32%-75913F-HRTimeline
Checchi Capital Advisers, LLC16,969$6.95M0.44%+1,38613F-HRTimeline
Roble, Belko & Company, Inc16,925$6.93M0.75%013F-HRTimeline
Destination Wealth Management16,777$6.87M0.16%+80613F-HRTimeline
XPONANCE LLC16,329$6.69M0.04%-2,74113F-HRTimeline
Bensler, LLC16,283$6.67M0.59%-14613F-HRTimeline
Allworth Financial LP16,029$6.56M0.03%-42813F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …15,763$6.45M<0.01%+71013F-HRTimelineGroup
Woodward Financial Advisors, Inc.15,755$6.45M2.16%-67613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC15,556$6.33M0.83%new13F-HRTimeline
First Financial Bankshares Inc15,444$6.32M0.12%013F-HRTimeline
Prospera Financial Services Inc15,403$6.31M0.09%+70013F-HRTimeline
Florida Trust Wealth Management Co15,250$6.24M0.16%013F-HRTimeline
Chicago Partners Investment Group LLC15,402$6.22M0.12%+12813F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC15,153$6.21M0.27%-3,83413F-HRTimeline
Sound View Wealth Advisors Group, LLC15,104$6.19M0.38%+25113F-HRTimeline
PEOPLES BANK /OH15,071$6.17M3.17%-21013F-HRTimeline
Owl Creek Wealth Partners LLC15,038$6.16M1.8%+25713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC17,255$6.15M1.06%013F-HRTimeline
SigFig Wealth Management, LLC15,111$6.14M0.16%-1,03513F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC14,931$6.11M2.42%-24813F-HRTimeline
LOWERY THOMAS, LLC14,833$6.07M2.97%+2813F-HRTimeline
Aspen Capital Management, LLC14,706$6.02M1.33%-9913F-HRTimeline
Financial Engines Advisors L.L.C.14,505$5.94M0.01%+19713F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC14,490$5.93M0.17%+413F-HR/ATimeline
Strategic Investment Advisors / MI14,485$5.93M0.36%-17813F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/14,469$5.93M<0.01%+21813F-HRTimeline
Rehmann Capital Advisory Group14,442$5.91M0.27%+46913F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding14,369$5.88M-543Timeline
RWA WEALTH PARTNERS, LLC14,359$5.88M0.06%+13913F-HRTimeline
Sageworth Trust Co14,270$5.84M0.23%013F-HRTimeline
Arax Advisory Partners14,210$5.82M0.04%+8,44613F-HRTimeline
Seneca Financial Advisors LLC14,138$5.79M1.5%+1513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC14,025$5.74M0.4%+98113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI14,011$5.74M0.26%+1,06613F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC13,965$5.72M1.37%013F-HRTimeline
B. Riley Wealth Advisors, Inc.14,008$5.69M0.31%-3,13413F-HRTimeline
AlphaCore Capital LLC13,855$5.67M0.1%+10,39913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC13,641$5.59M0.48%-16313F-HRTimeline
Waldron Private Wealth LLC13,466$5.51M0.19%-37313F-HRTimeline
Baker Avenue Asset Management, LP13,402$5.49M0.1%-32313F-HRTimeline
Valeo Financial Advisors, LLC13,345$5.46M0.12%+1,30213F-HRTimeline
Midwest Trust Co13,241$5.42M0.06%-34013F-HRTimeline
IFC Advisors LLC13,072$5.35M0.68%013F-HRTimeline
Avidian Wealth Enterprises, LLC13,058$5.35M0.15%+7713F-HRTimeline
Sand Hill Global Advisors, LLC12,994$5.32M0.16%+49113F-HRTimeline
Avior Wealth Management, LLC13,055$5.31M0.14%-69713F-HRTimeline
Plancorp, LLC12,870$5.28M0.13%+2,68213F-HRTimeline
St. Clair Advisors, LLC12,828$5.25M1.35%-19,93213F-HRTimeline
Strategic Blueprint, LLC12,725$5.21M0.26%-20513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC12,706$5.2M0.51%-30013F-HRTimeline
J.W. COLE ADVISORS, INC.12,703$5.2M0.09%new13F-HRTimeline
Maridea Wealth Management LLC12,697$5.2M0.57%+4,25513F-HRTimeline
Crestwood Advisors Group, LLC12,668$5.19M0.08%+1,25013F-HRTimeline
Utah Retirement Systems12,582$5.15M0.05%-13,80013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC12,499$5.12M0.15%-59713F-HRTimelineGroup
Summit Financial Strategies, Inc.12,396$5.08M0.36%-7313F-HRTimeline
HANCOCK WHITNEY CORP12,384$5.07M0.08%-12813F-HRTimeline
Basecamp Wealth Advisors LLC12,360$5.06M0.94%-7513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …12,210$5M0.07%013F-HRTimelineGroup
Visionary Wealth Advisors12,169$4.98M0.2%-24813F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC12,128$4.97M0.26%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC12,090$4.95M1.35%+2,20213F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,083$4.95M<0.01%-35,55913F-HRTimelineGroup
Linscomb Wealth, Inc.11,988$4.91M0.21%-3013F-HRTimeline
Empirical Financial Services, LLC d.b.a…11,966$4.9M0.07%013F-HRTimeline
HFG Advisors, Inc.11,961$4.9M3.06%+3813F-HRTimeline
Next Capital Management LLC11,954$4.9M1.32%+213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,868$4.86M0.02%+1,49413F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP11,829$4.84M0.06%+30213F-HRTimeline
J.Safra Asset Management Corp11,815$4.84M0.22%+2313F-HRTimeline
PHILADELPHIA TRUST CO11,628$4.76M0.31%-31813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,571$4.74M0.12%+15113F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding11,226$4.6M-13,755Timeline
Intrua Financial, LLC11,097$4.54M0.43%-80413F-HRTimeline
Corundum Group, Inc.10,981$4.5M1.33%+25813F-HRTimeline
Americana Partners, LLC10,961$4.49M0.1%013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC10,854$4.44M1.16%+2213F-HRTimeline
HUB Investment Partners, LLC10,795$4.42M0.08%+3,03013F-HRTimeline
Belpointe Asset Management LLC10,792$4.42M0.14%+43813F-HRTimeline
Elk River Wealth Management LLC10,676$4.37M0.7%-1,22113F-HRTimeline
Trust Co of Tennessee10,664$4.37M0.76%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…10,586$4.33M0.06%-64913F-HRTimelineGroup
Connecticut Wealth Management, LLC10,543$4.32M0.16%+1613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,506$4.3M0.13%+7513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,469$4.29M0.02%-3,95913F-HRTimeline
Horizon Investment Services, LLC10,437$4.27M1.19%-7413F-HRTimeline
Northern Lights Advisors, Inc.10,400$4.26M2.32%013F-HRTimeline
Cyndeo Wealth Partners, LLC10,355$4.24M0.2%+9,75413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,343$4.24M0.04%+4,34813F-HRTimelineGroup
Lansing Street Advisors10,333$4.23M0.9%+2213F-HRTimeline
Smartleaf Asset Management LLC10,409$4.23M0.14%013F-HRTimeline
Sentinel Advisory Group, LLC10,308$4.22M1.72%-26013F-HRTimeline
Ullmann Wealth Partners Group, LLC10,282$4.21M0.38%+9313F-HRTimeline
Integrated Advisors Network LLC10,238$4.19M0.19%-48213F-HRTimeline
CONNABLE OFFICE INC10,200$4.18M0.37%-813F-HRTimeline
MITCHELL SINKLER & STARR/PA10,125$4.15M1.73%+25013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC10,087$4.13M0.3%013F-HRTimeline
FSA WEALTH PARTNERS, INC.10,063$4.12M1.03%-14913F-HRTimeline
Dakota Wealth Management10,028$4.11M0.08%-82013F-HRTimeline
MKD WEALTH COACHES, LLC10,022$4.1M3.51%013F-HRTimeline
One Wealth Map LLC10,261$4.1M1.91%+71313F-HRTimeline
Portfolio Resources Advisor Group, Inc.9,907$4.06M3.43%-3,16413F-HRTimeline
Evensky & Katz LLC9,820$4.02M0.21%+113F-HRTimeline
Harbour Capital Advisors, LLC9,730$4.02M0.73%-75013F-HRTimeline