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Disclosery

IWB ISHARES TR

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ETF (fund)

1,333 managers (1,345 13F filers) reported a position in IWB shares at 2025-03-31, 97,779,994 shares in all. 73 filers opened a position and 76 filers sold out during the quarter.

Managers
1,333
13F filers
1,345
New
73
Added
411
Reduced
450
Sold out
76
Shares held by filers
97,779,994

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Nicholson Meyer Capital Management, Inc.37,288$11.4M10.52%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC36,672$11.2M0.31%+2,57713F-HRTimeline
Karpus Management, Inc.36,450$11.2M0.36%new13F-HRTimeline
Northstar Financial Companies, Inc.36,232$11.1M12.06%-6,04013F-HRTimeline
Janney Montgomery Scott LLC36,135$11.1M0.03%-91513F-HRTimeline
Private Advisor Group, LLC35,963$11M0.07%+1,40313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD35,890$11M6.62%+12,42913F-HRTimeline
Advance Capital Management, Inc.35,006$10.7M0.51%-36613F-HRTimeline
ETF Portfolio Partners, Inc.34,723$10.7M3.21%-9513F-HRTimeline
Graves Light Lenhart Wealth, Inc.34,073$10.5M1.28%-3013F-HRTimeline
Campion Asset Management33,980$10.4M8.06%-15113F-HRTimeline
Heritage Investment Group, Inc.32,480$9.96M1.87%-1,77013F-HRTimeline
FIDUCIARY COUNSELLING INC32,448$9.95M24.45%+1,19013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hamilton Capital, LLC32,263$9.9M0.6%013F-HRTimeline
NewSquare Capital LLC32,077$9.84M0.8%+15113F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …31,680$9.72M0.57%+53913F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources30,698$9.42M<0.01%+6,97013F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC30,450$9.34M0.66%-1,82713F-HRTimeline
Bremer Bank National Association30,091$9.23M1.64%new13F-HRTimeline
Sandy Spring Bank29,906$9.17M0.39%+9713F-HRTimeline
Firestone Capital Management29,648$9.09M2.38%-20613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST29,628$9.09M1.01%+36813F-HRTimeline
HBK Sorce Advisory LLC29,526$9.06M0.27%-50413F-HRTimeline
Brown Financial Advisory29,504$9.05M5.71%-2,47513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management29,317$8.99M0.29%-6,37613F-HRTimelineGroup
North Star Investment Management Corp.28,945$8.88M0.65%+72513F-HRTimeline
Texas Capital Bank Wealth Management Se…28,936$8.88M0.9%-21313F-HRTimeline
Fire Capital Management LLC28,741$8.82M6.48%+4,51013F-HRTimeline
Caprock Group, LLC28,542$8.76M0.27%-16913F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC28,450$8.73M0.06%-1,00013F-HRTimeline
CM WEALTH ADVISORS LLC28,202$8.65M2.77%013F-HRTimeline
Aptus Capital Advisors, LLC28,006$8.59M0.1%-2,22113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC27,907$8.56M0.05%-1,00913F-HRTimelineGroup
Parkside Financial Bank & Trust27,885$8.55M1.09%-713F-HRTimeline
Summit Wealth Partners, LLC27,629$8.47M1.72%-51113F-HRTimeline
Merit Financial Group, LLC27,566$8.46M0.13%-77813F-HRTimeline
QUADRANT CAPITAL GROUP LLC27,354$8.39M0.31%-7813F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC27,312$8.38M0.02%new13F-HR/ATimelineGroup
Sepio Capital, LP26,737$8.2M0.65%-813F-HRTimeline
Stegner Investment Associates Inc.26,505$8.13M5.68%+513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Omega Financial Group, LLC26,256$8.05M3.09%-33413F-HRTimeline
Circle Wealth Management, LLC26,221$8.04M0.19%-1,20013F-HRTimeline
Avidian Wealth Enterprises, LLC26,158$8.02M0.36%+21013F-HRTimeline
Cannell & Spears LLC25,996$7.97M0.17%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…25,607$7.85M0.2%+19,47713F-HRTimeline
Indiana Trust & Investment Management Co25,598$7.85M2.84%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC25,575$7.84M1.79%013F-HRTimeline
Integrated Advisors Network LLC25,512$7.83M0.4%+2,17113F-HRTimeline
Garde Capital, Inc.25,132$7.71M0.44%-5513F-HRTimeline
Humankind Investments LLC25,070$7.69M2%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC24,931$7.65M4.28%-8013F-HRTimeline
Tudor Financial Inc.24,919$7.64M4.59%-2713F-HRTimeline
Litman Gregory Wealth Management LLC24,829$7.62M0.65%-38313F-HRTimeline
CHILTON INVESTMENT CO INC.24,550$7.53M0.18%013F-HRTimeline
EP Wealth Advisors, LLC24,482$7.51M0.06%-3013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.24,300$7.45M0.8%-2,00713F-HRTimeline
Fort Point Capital Partners LLC24,217$7.43M0.83%-98113F-HRTimeline
Turtle Creek Wealth Advisors, LLC23,967$7.35M1.1%-35,63713F-HRTimeline
B. Riley Wealth Advisors, Inc.23,413$7.18M0.22%+2,95913F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…22,699$6.96M1.12%-12,11713F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers22,384$6.87M0.01%+1,13713F-HRTimelineGroup
Klingman & Associates, LLC22,053$6.76M0.41%013F-HRTimeline
Ackerman Asset Management, LLC21,958$6.74M6.09%13F-HRTimeline
Bleakley Financial Group, LLC21,675$6.65M0.21%-78113F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…21,509$6.6M5.87%013F-HRTimeline
Relyea Zuckerberg Hanson LLC21,420$6.57M0.89%-6713F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC21,201$6.5M0.09%-27613F-HRTimeline
Financial Engines Advisors L.L.C.21,176$6.5M0.01%-31913F-HRTimeline
Sanctuary Advisors, LLC20,782$6.37M0.04%+1,68413F-HRTimeline
Avestar Capital, LLC20,762$6.37M0.61%-1,99913F-HRTimeline
MATHER GROUP, LLC.20,592$6.32M0.07%-6113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC20,315$6.23M<0.01%+2,63513F-HRTimelineGroup
Monument Capital Management20,142$6.18M1.9%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.20,109$6.17M<0.01%+1,03613F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC20,102$6.17M1.29%-19913F-HRTimeline
Royal Harbor Partners, LLC19,958$6.12M2.37%new13F-HRTimeline
Evanson Asset Management, LLC19,805$6.07M0.43%+1113F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC19,666$6.03M0.11%-60513F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.19,234$5.9M1.02%013F-HRTimeline
Hirtle & Co., LLC18,884$5.79M0.23%+38213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…18,463$5.66M0.11%-14813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,413$5.65M0.07%+4,85513F-HRTimelineGroup
Bensler, LLC18,392$5.64M0.71%-38413F-HRTimeline
Sage Mountain Advisors LLC18,012$5.53M0.41%-93313F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.17,981$5.52M4.91%+53313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…17,938$5.5M0.01%-13713F-HRTimeline
Csenge Advisory Group18,441$5.33M0.3%+22613F-HRTimeline
Roble, Belko & Company, Inc17,183$5.27M0.84%-2113F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/17,155$5.26M<0.01%+61113F-HRTimeline
FCA CORP /TX17,150$5.26M1.68%-88413F-HRTimeline
SigFig Wealth Management, LLC17,123$5.25M0.19%-68913F-HRTimeline
Avior Wealth Management, LLC17,178$5.24M0.2%-64113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…16,748$5.14M0.02%-19913F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP16,633$5.1M0.04%+7013F-HRTimelineGroup
First Horizon Advisors, Inc.16,624$5.1M0.14%-32813F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC16,502$5.06M0.15%-26513F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC16,467$5.05M2.89%+113F-HRTimeline
SENTINEL PENSION ADVISORS, LLC16,384$5.03M0.92%-35613F-HRTimeline
Waldron Private Wealth LLC16,381$5.02M0.24%-47113F-HRTimeline
Ashton Thomas Private Wealth, LLC16,313$5M0.19%+5,98013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC16,178$4.96M0.28%-492,30113F-HRTimeline
Destination Wealth Management16,150$4.95M0.16%-73113F-HRTimeline
Advisory Services Network, LLC15,994$4.91M0.09%+3413F-HRTimeline
Sageworth Trust Co15,853$4.86M0.3%013F-HRTimeline
St. Clair Advisors, LLC15,801$4.85M1.36%+94513F-HRTimeline
Topel & Distasi Wealth Management, LLC15,774$4.84M2.26%-1,76813F-HRTimeline
Breakwater Capital Group15,774$4.84M0.86%+71313F-HRTimeline
Evercore Wealth Management, LLC15,582$4.78M0.08%-6013F-HRTimeline
Aspen Capital Management, LLC15,523$4.76M1.52%13F-HRTimeline
OLD NATIONAL BANCORP /IN/15,448$4.74M0.12%013F-HRTimeline
First Financial Bankshares Inc15,444$4.74M0.1%013F-HRTimeline
Texas Capital Bancshares Inc/TX15,380$4.72M2.01%-30113F-HRTimeline
Rehmann Capital Advisory Group15,277$4.69M0.3%+5,15113F-HRTimeline
Strategic Investment Advisors / MI15,254$4.68M0.5%-47413F-HRTimeline
Florida Trust Wealth Management Co15,250$4.68M0.15%013F-HRTimeline
Pure Financial Advisors, LLC15,134$4.64M0.1%-1,97513F-HRTimeline
Woodward Financial Advisors, Inc.15,081$4.63M2.19%-49313F-HRTimeline
LOWERY THOMAS, LLC14,969$4.59M3.14%+3713F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC14,005$4.52M1.76%-25713F-HRTimeline
Seneca Financial Advisors LLC14,712$4.51M2.19%-4813F-HRTimeline
Compound Planning, Inc.14,667$4.5M0.21%+1,15613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,602$4.48M0.1%-2,35113F-HRTimelineGroup
Nemes Rush Group LLC14,532$4.46M0.56%+2,16513F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC14,471$4.44M1.85%-8313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding14,256$4.37M+3,245Timeline
HIGHLAND CAPITAL MANAGEMENT, LLC13,978$4.29M0.26%+1,12113F-HRTimeline
Visionary Wealth Advisors13,946$4.28M0.26%+5913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC13,934$4.27M1.19%+86713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.13,904$4.26M0.04%-7,48713F-HRTimeline
Baker Avenue Asset Management, LP13,902$4.26M0.13%-27413F-HRTimeline
Sound View Wealth Advisors Group, LLC13,863$4.25M0.35%+14613F-HRTimeline
Linscomb Wealth, Inc.13,817$4.24M0.21%-3,10813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC13,655$4.19M0.58%-45313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC13,453$4.13M0.52%+4113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,432$4.12M0.4%-11213F-HRTimeline
Intrua Financial, LLC13,289$4.08M0.64%-67913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO13,285$4.08M0.03%+4,76313F-HRTimelineGroup
Chicago Partners Investment Group LLC13,084$4.03M0.13%+28013F-HRTimeline
IFC Advisors LLC13,072$4.01M0.84%013F-HRTimeline
Prospera Financial Services Inc13,004$3.99M0.09%+2413F-HRTimeline
PEOPLES BANK /OH13,018$3.99M2.62%-37513F-HRTimeline
Allworth Financial LP13,214$3.97M0.02%-84713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO12,933$3.97M0.1%-7,62013F-HRTimeline
TUDOR INVESTMENT CORP ET AL12,818$3.93M0.04%-3,41813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…12,743$3.91M0.04%-61413F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,685$3.89M0.03%+1,04513F-HRTimeline
Strategic Blueprint, LLC12,574$3.86M0.21%+73213F-HRTimeline
Elk River Wealth Management LLC12,569$3.86M0.72%-1,42113F-HRTimeline
Apella Capital, LLC12,910$3.85M0.13%013F-HRTimeline
Corrigan Financial, Inc.12,502$3.83M0.79%-12213F-HRTimeline
Plancorp, LLC12,502$3.83M0.15%+1,82913F-HRTimeline
RWA WEALTH PARTNERS, LLC12,269$3.76M0.05%013F-HRTimeline
Harbour Capital Advisors, LLC12,730$3.75M0.93%-1013F-HRTimeline
M Holdings Securities, Inc.12,236$3.75M0.62%-4,74613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,104$3.71M0.23%+44013F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC12,095$3.71M0.24%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…12,064$3.7M0.14%+63913F-HRTimelineGroup
PHILADELPHIA TRUST CO11,946$3.66M0.31%013F-HRTimeline
GM Advisory Group, LLC11,918$3.66M0.2%+3213F-HRTimeline
Summit Financial Strategies, Inc.11,879$3.64M0.37%-84313F-HRTimeline
Northeast Financial Consultants Inc11,866$3.64M0.16%-2913F-HRTimeline
LMCG INVESTMENTS, LLC11,742$3.6M0.24%-1613F-HRTimeline
EVOKE WEALTH, LLC11,733$3.6M0.09%013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV11,596$3.56M0.49%+31013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC11,533$3.54M0.15%+4,61513F-HRTimelineGroup
XPONANCE LLC11,531$3.54M0.03%-50113F-HRTimeline
HFG Advisors, Inc.11,384$3.49M2.98%-41913F-HRTimeline
FSA WEALTH PARTNERS, INC.11,372$3.49M1.32%-47,82113F-HRTimeline
MKD WEALTH COACHES, LLC11,289$3.46M3.92%-8313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC11,196$3.43M0.27%-9813F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…11,188$3.43M0.02%-1,18113F-HRTimeline
D.A. DAVIDSON & CO.11,174$3.43M0.03%+5113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI11,128$3.41M0.19%+34513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,014$3.38M0.03%-16813F-HRTimelineGroup
Family Firm, Inc.10,882$3.34M0.75%+713F-HRTimeline
Accredited Investors Inc.10,873$3.34M0.21%+613F-HRTimeline
Horizon Investment Services, LLC10,746$3.3M1.6%-1,04413F-HRTimeline
Dakota Wealth Management10,729$3.29M0.08%+15813F-HRTimeline
Sand Hill Global Advisors, LLC10,663$3.27M0.13%-7913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP10,511$3.23M0.05%013F-HRTimeline
Utah Retirement Systems10,400$3.19M0.04%-33,70013F-HRTimeline
Checchi Capital Advisers, LLC10,363$3.18M0.22%+42313F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …10,230$3.14M0.05%+67513F-HRTimelineGroup
ORG Partners LLC10,191$3.14M0.77%-4513F-HRTimeline
Lansing Street Advisors10,203$3.13M1.05%+2713F-HRTimeline
Apexium Financial, LP10,197$3.13M0.19%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,182$3.12M0.07%-9513F-HRTimeline
Valeo Financial Advisors, LLC10,104$3.1M0.09%-4,07213F-HRTimeline
Haverford Trust Co10,034$3.08M0.03%-19913F-HRTimeline
Cranbrook Wealth Management, LLC9,989$3.06M0.71%+613F-HRTimeline
Evensky & Katz LLC9,930$3.05M0.2%-33513F-HRTimeline
First Western Trust Bank9,929$3.05M0.15%-413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC9,922$3.04M<0.01%-24,21913F-HRTimelineGroup
G2 CAPITAL MANAGEMENT, LLC / OH9,822$3.01M0.91%-10413F-HRTimeline
Mill Creek Capital Advisors, LLC9,773$3M0.07%-1,30613F-HRTimeline
WealthTrust Asset Management, LLC9,706$2.98M2.21%+2,58913F-HRTimeline
DIVERSIFIED TRUST CO9,562$2.93M0.07%013F-HRTimeline
Ellis Investment Partners, LLC9,491$2.91M0.6%+11013F-HRTimeline
Plum Street Advisors, LLC9,487$2.91M1.4%-30613F-HRTimeline
Silverleafe Capital Partners, LLC9,436$2.89M0.99%+7,61513F-HRTimeline