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Disclosery

IWB ISHARES TR

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ETF (fund)

1,346 managers (1,360 13F filers) reported a position in IWB shares at 2024-12-31, 100,574,860 shares in all. 72 filers opened a position and 45 filers sold out during the quarter.

Managers
1,346
13F filers
1,360
New
72
Added
395
Reduced
424
Sold out
45
Shares held by filers
100,574,860

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BRADLEY FOSTER & SARGENT INC/CT37,877$12.2M0.21%-12013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC37,844$12.2M0.18%+6013F-HRTimeline
Janney Montgomery Scott LLC37,050$11.9M0.03%+1,03213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management35,693$11.5M0.36%+5,53413F-HRTimelineGroup
Atria Wealth Solutions, Inc.35,497$11.4M0.13%+44813F-HRTimeline
Advance Capital Management, Inc.35,372$11.4M0.52%-20813F-HRTimeline
FIDUCIENT ADVISORS LLC34,922$11.3M1.39%-6,32613F-HRTimeline
ETF Portfolio Partners, Inc.34,818$11.2M3.37%-1,13713F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…34,816$11.2M1.53%-4,06113F-HRTimelineGroup
Private Advisor Group, LLC34,560$11.1M0.06%-6,17813F-HRTimeline
Heritage Investment Group, Inc.34,250$11M2.06%+81413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC34,141$11M0.02%+26,04713F-HRTimelineGroup
Campion Asset Management34,131$11M8.3%-96813F-HRTimeline
Graves Light Lenhart Wealth, Inc.34,103$11M1.37%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC34,095$11M0.31%+5,61413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.32,347$10.4M0.07%+1,76113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC32,277$10.4M0.67%-47813F-HRTimeline
Hamilton Capital, LLC32,263$10.4M0.79%013F-HRTimeline
Brown Financial Advisory31,979$10.3M7.34%-1,79513F-HRTimeline
NewSquare Capital LLC31,926$10.3M0.82%-2,03013F-HRTimeline
FIDUCIARY COUNSELLING INC31,258$10.1M26.97%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …31,141$10M0.58%013F-HRTimelineGroup
LONDON CO OF VIRGINIA30,922$9.96M0.05%+28,99013F-HRTimeline
Aptus Capital Advisors, LLC30,227$9.74M0.12%+17513F-HRTimeline
HBK Sorce Advisory LLC30,030$9.67M0.29%-17413F-HRTimeline
Firestone Capital Management29,854$9.62M2.39%+1013F-HRTimeline
Sandy Spring Bank29,809$9.6M0.39%-1,28513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC29,450$9.49M0.06%-2513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST29,260$9.43M1.05%-50013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,187$9.4M0.01%-88,00713F-HRTimelineGroup
Texas Capital Bank Wealth Management Se…29,149$9.39M0.96%+27213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC28,916$9.32M0.06%+4,95813F-HRTimelineGroup
Caprock Group, LLC28,711$9.25M0.3%+113F-HRTimeline
Merit Financial Group, LLC28,344$9.13M0.16%+19,24313F-HRTimeline
North Star Investment Management Corp.28,220$9.09M0.63%013F-HRTimeline
CM WEALTH ADVISORS LLC28,202$9.09M2.97%-1,48513F-HRTimeline
Summit Wealth Partners, LLC28,140$9.07M1.86%-3,28313F-HRTimeline
Independent Advisor Alliance27,936$9M0.12%new13F-HRTimeline
Parkside Financial Bank & Trust27,892$8.99M1.19%-1,02513F-HRTimeline
Principia Wealth Advisory, LLC27,575$8.88M8.35%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC27,432$8.84M0.61%-8013F-HRTimeline
Circle Wealth Management, LLC27,421$8.83M0.19%013F-HRTimeline
Sepio Capital, LP26,745$8.62M0.69%-1013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …26,654$8.59M0.24%-1,15813F-HRTimelineGroup
Omega Financial Group, LLC26,590$8.57M3.24%-87513F-HRTimeline
Stegner Investment Associates Inc.26,500$8.54M5.65%-14513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HB Wealth Management, LLC26,471$8.53M0.09%-21813F-HRTimeline
&PARTNERS26,080$8.48M0.1%+11,53113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.26,307$8.48M0.91%-1513F-HRTimeline
Cannell & Spears LLC25,996$8.37M0.17%013F-HRTimeline
Avidian Wealth Enterprises, LLC25,948$8.36M0.38%+19113F-HRTimeline
Indiana Trust & Investment Management Co25,598$8.25M2.81%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC25,575$8.24M1.92%013F-HRTimeline
Litman Gregory Wealth Management LLC25,212$8.12M0.7%-813F-HRTimeline
Fort Point Capital Partners LLC25,198$8.12M0.91%-4413F-HRTimeline
Garde Capital, Inc.25,187$8.11M0.54%-1,13513F-HRTimeline
Humankind Investments LLC25,070$8.08M2.04%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC25,011$8.06M4.39%-16913F-HRTimeline
Tudor Financial Inc.24,946$8.04M4.7%-56313F-HRTimeline
CHILTON INVESTMENT CO INC.24,550$7.91M0.2%013F-HRTimeline
EP Wealth Advisors, LLC24,512$7.9M0.06%-24713F-HRTimeline
Fire Capital Management LLC24,231$7.81M5.81%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,877$7.69M0.01%+21,08913F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources23,728$7.64M<0.01%+7,92413F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD23,461$7.56M4.59%+8813F-HRTimeline
Integrated Advisors Network LLC23,341$7.52M0.36%+12513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK23,256$7.49M0.24%+14813F-HRTimelineGroup
Procyon Advisors, LLC22,917$7.38M0.47%+18,30213F-HRTimeline
Avestar Capital, LLC22,761$7.33M0.67%-29313F-HRTimeline
Bleakley Financial Group, LLC22,456$7.23M0.22%+15713F-HRTimeline
Laird Norton Wetherby Wealth Management…22,420$7.22M0.35%-11013F-HRTimeline
Klingman & Associates, LLC22,053$7.1M0.44%-5013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…21,509$6.93M6.93%013F-HRTimeline
Financial Engines Advisors L.L.C.21,495$6.92M0.01%+4,01613F-HRTimeline
Relyea Zuckerberg Hanson LLC21,487$6.92M0.93%new13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC21,477$6.92M0.1%+18913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.21,391$6.89M0.07%+18,58313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers21,247$6.84M0.01%+70313F-HRTimelineGroup
MATHER GROUP, LLC.20,653$6.65M0.09%-613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO20,553$6.62M0.12%+8,86713F-HRTimeline
B. Riley Wealth Advisors, Inc.20,454$6.59M0.22%+1,73513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC20,301$6.54M1.32%-45113F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC20,271$6.53M0.1%+6,66513F-HRTimelineGroup
Edge Capital Group, LLC20,140$6.49M0.33%+1,58113F-HRTimeline
Evanson Asset Management, LLC19,794$6.38M0.44%+1313F-HRTimeline
Sanctuary Advisors, LLC19,098$6.37M0.04%+39513F-HRTimeline
Pacific Capital Wealth Advisors, Inc.19,234$6.2M1.03%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.19,073$6.14M<0.01%+25713F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC19,048$6.14M0.13%+18,24413F-HRTimelineGroup
Sage Mountain Advisors LLC18,945$6.1M0.45%013F-HRTimeline
Bensler, LLC18,776$6.05M0.72%-4813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…18,611$6M0.12%+3,43613F-HRTimelineGroup
Hirtle & Co., LLC18,502$5.96M0.25%013F-HRTimeline
Csenge Advisory Group18,215$5.87M0.32%+79413F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.17,448$5.86M5.21%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…18,075$5.82M0.01%-14913F-HR/ATimeline
FCA CORP /TX18,034$5.81M1.81%+8913F-HRTimeline
Avior Wealth Management, LLC17,819$5.71M0.21%-32713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,680$5.7M0.01%-23013F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC17,542$5.65M2.42%-1,00113F-HRTimeline
SigFig Wealth Management, LLC17,812$5.58M0.2%-95313F-HRTimeline
SVB WEALTH LLC17,321$5.58M0.1%new13F-HRTimeline
Roble, Belko & Company, Inc17,204$5.54M0.88%013F-HRTimeline
Pure Financial Advisors, LLC17,109$5.51M0.13%+1,39413F-HRTimeline
M Holdings Securities, Inc.16,982$5.47M0.88%new13F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,953$5.46M0.12%+3,19013F-HRTimelineGroup
First Horizon Advisors, Inc.16,952$5.46M0.15%-39013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…16,947$5.46M0.02%-55613F-HRTimelineGroup
Linscomb Wealth, Inc.16,925$5.45M0.27%-25113F-HRTimeline
Destination Wealth Management16,881$5.44M0.17%+36613F-HRTimeline
Waldron Private Wealth LLC16,852$5.43M0.22%-16513F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC16,767$5.4M0.15%-1,65913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC16,740$5.39M1%-2,11713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP16,563$5.34M0.04%+12413F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/16,544$5.33M<0.01%+1,11413F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC16,466$5.3M2.9%-30013F-HRTimeline
TUDOR INVESTMENT CORP ET AL16,236$5.23M0.06%-21,84813F-HRTimeline
Advisory Services Network, LLC15,960$5.14M0.1%+5,40213F-HRTimeline
Corundum Group, Inc.15,859$5.11M1.91%+7,67513F-HRTimeline
Sageworth Trust Co15,853$5.11M0.32%013F-HRTimeline
Strategic Investment Advisors / MI15,728$5.07M0.54%-40513F-HRTimeline
Texas Capital Bancshares Inc/TX15,681$5.05M2.03%-1,41513F-HRTimeline
Evercore Wealth Management, LLC15,642$5.04M0.08%+12613F-HRTimeline
Woodward Financial Advisors, Inc.15,574$5.02M2.48%-1,21213F-HRTimeline
OLD NATIONAL BANCORP /IN/15,448$4.98M0.12%-613F-HRTimeline
First Financial Bankshares Inc15,444$4.98M0.11%013F-HRTimeline
Florida Trust Wealth Management Co15,250$4.91M0.16%-8013F-HRTimeline
Breakwater Capital Group15,061$4.85M0.97%+30113F-HRTimeline
LOWERY THOMAS, LLC14,932$4.81M3.14%+4413F-HRTimeline
St. Clair Advisors, LLC14,856$4.79M1.37%+2,04613F-HRTimeline
Seneca Financial Advisors LLC14,760$4.76M2.36%-1,39413F-HRTimeline
Quantinno Capital Management LP14,636$4.72M0.05%+1,66713F-HRTimeline
WMS Partners, LLC14,630$4.71M0.26%013F-HRTimeline
Allworth Financial LP14,061$4.7M0.03%+5,29813F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC14,554$4.69M1.92%-24813F-HRTimeline
IFG Advisors, LLC14,503$4.67M0.93%+5013F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC14,262$4.59M1.61%-28813F-HRTimeline
Valeo Financial Advisors, LLC14,176$4.57M0.13%-40613F-HRTimeline
Baker Avenue Asset Management, LP14,176$4.57M0.14%-8113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC14,108$4.55M0.64%-13313F-HRTimeline
Elk River Wealth Management LLC13,990$4.51M0.82%+91213F-HRTimeline
Intrua Financial, LLC13,968$4.5M0.73%-1,26613F-HRTimeline
Visionary Wealth Advisors13,887$4.47M0.26%-43013F-HRTimeline
Sound View Wealth Advisors Group, LLC13,717$4.42M0.36%+46513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,558$4.37M0.04%+8,56413F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC13,544$4.36M0.41%013F-HRTimeline
Dynasty Wealth Management, LLC13,523$4.36M0.08%+3,55813F-HRTimeline
Compound Planning, Inc.13,511$4.35M0.22%+79713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC13,412$4.32M0.54%-24113F-HRTimeline
PEOPLES BANK /OH13,393$4.31M2.54%-9013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…13,357$4.3M0.04%-79113F-HRTimelineGroup
IFC Advisors LLC13,072$4.21M0.92%13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC13,067$4.21M1.37%+1,11113F-HRTimeline
Next Capital Management LLC13,058$4.21M1.73%+10913F-HRTimeline
Prospera Financial Services Inc12,980$4.19M0.1%-1,85813F-HRTimeline
Apella Capital, LLC12,910$4.16M0.16%013F-HRTimeline
Chicago Partners Investment Group LLC12,804$4.15M0.14%+19813F-HRTimeline
Harbour Capital Advisors, LLC12,740$4.15M0.93%-1,58013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC12,857$4.14M0.24%+1,44213F-HRTimeline
Summit Financial Strategies, Inc.12,722$4.1M0.45%-12213F-HRTimeline
Alaska Permanent Fund Corp12,673$4.08M0.06%013F-HRTimeline
Corrigan Financial, Inc.12,624$4.07M0.93%-16613F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…12,369$3.98M0.02%-43913F-HRTimeline
Nemes Rush Group LLC12,367$3.98M0.49%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC12,269$3.95M0.05%+26713F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC12,095$3.9M0.25%013F-HRTimeline
XPONANCE LLC12,032$3.88M0.04%-12313F-HRTimeline
PHILADELPHIA TRUST CO11,946$3.85M0.28%013F-HRTimeline
Northeast Financial Consultants Inc11,895$3.83M0.16%+27913F-HRTimeline
GM Advisory Group, LLC11,886$3.83M0.21%+3713F-HRTimeline
Strategic Blueprint, LLC11,842$3.82M0.23%+1613F-HRTimeline
HFG Advisors, Inc.11,803$3.8M3.32%-16713F-HRTimeline
Horizon Investment Services, LLC11,790$3.8M1.62%-28713F-HRTimeline
LMCG INVESTMENTS, LLC11,758$3.79M0.23%-1,07413F-HRTimeline
EVOKE WEALTH, LLC11,733$3.78M0.11%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,664$3.76M0.24%+25813F-HRTimelineGroup
GQG Partners LLC11,646$3.75M0.01%+10,94213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,640$3.75M0.03%+62413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,425$3.68M0.13%+2613F-HRTimelineGroup
MKD WEALTH COACHES, LLC11,372$3.66M3.71%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC11,294$3.64M0.29%-6013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV11,286$3.64M0.55%+3,22913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,182$3.6M0.03%-7713F-HRTimelineGroup
D.A. DAVIDSON & CO.11,123$3.58M0.03%-113F-HRTimeline
Mill Creek Capital Advisors, LLC11,079$3.57M0.09%+3013F-HRTimeline
J.Safra Asset Management Corp11,010$3.56M0.29%new13F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding11,011$3.55M+89Timeline
Family Firm, Inc.10,875$3.5M0.78%-6213F-HRTimeline
Accredited Investors Inc.10,867$3.5M0.21%+113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI10,783$3.47M0.19%+71013F-HRTimeline
Sand Hill Global Advisors, LLC10,742$3.46M0.15%-5913F-HRTimeline
Plancorp, LLC10,673$3.44M0.14%-28813F-HRTimeline
Dakota Wealth Management10,571$3.41M0.08%013F-HRTimeline
Maxwell Wealth Strategies Inc.10,529$3.39M1.38%-1013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP10,511$3.39M0.05%-29513F-HRTimeline
Ashton Thomas Private Wealth, LLC10,333$3.33M0.13%+7,71713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,277$3.31M0.08%+1113F-HRTimeline
Evensky & Katz LLC10,265$3.31M0.22%+6413F-HRTimeline
ORG Partners LLC10,236$3.3M0.45%+7313F-HRTimeline
Haverford Trust Co10,233$3.3M0.03%013F-HRTimeline