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Disclosery

IWB ISHARES TR

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ETF (fund)

1,381 managers (1,396 13F filers) reported a position in IWB shares at 2025-06-30, 97,276,497 shares in all. 110 filers opened a position and 54 filers sold out during the quarter.

Managers
1,381
13F filers
1,396
New
110
Added
425
Reduced
442
Sold out
54
Shares held by filers
97,276,497

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Clarius Group, LLC39,400$13.4M0.78%013F-HRTimeline
Glenview Trust Co39,242$13.3M0.23%+13113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT39,026$13.3M0.21%+1,29113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding38,906$13.2M+1,142Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC37,839$12.8M0.18%013F-HRTimeline
Private Advisor Group, LLC37,407$12.7M0.07%+1,44413F-HRTimeline
Nicholson Meyer Capital Management, Inc.36,741$12.5M10.56%-54713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co36,668$12.5M0.15%-1,99813F-HRTimelineGroup
Janney Montgomery Scott LLC35,654$12.1M0.03%-48113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC35,477$12M0.3%-1,19513F-HRTimeline
Advance Capital Management, Inc.35,283$12M0.54%+27713F-HRTimeline
ETF Portfolio Partners, Inc.34,816$11.8M3.28%+9313F-HRTimeline
Northstar Financial Companies, Inc.34,706$11.8M12.25%-1,52613F-HRTimeline
Graves Light Lenhart Wealth, Inc.33,857$11.5M1.37%-21613F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …33,497$11.4M0.64%+1,81713F-HRTimelineGroup
Campion Asset Management33,275$11.3M8.48%-70513F-HRTimeline
Hamilton Capital, LLC32,461$11M0.61%+19813F-HRTimeline
FIDUCIARY COUNSELLING INC32,448$11M31.16%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewSquare Capital LLC32,274$11M0.81%+19713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC30,050$10.2M0.61%-40013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp29,886$10.1M0.23%+29,13613F-HRTimelineGroup
Firestone Capital Management29,595$10M2.37%-5313F-HRTimeline
Ethos Financial Group, LLC29,534$10M0.86%-31,51813F-HRTimeline
HBK Sorce Advisory LLC29,522$10M0.27%-413F-HRTimeline
Brown Financial Advisory29,407$9.99M5.51%-9713F-HRTimeline
Fire Capital Management LLC29,193$9.91M6.29%+45213F-HRTimeline
Texas Capital Bank Wealth Management Se…28,878$9.81M0.92%-5813F-HRTimeline
Merit Financial Group, LLC28,357$9.63M0.11%+79113F-HRTimeline
North Star Investment Management Corp.28,310$9.61M0.67%-63513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC28,125$9.55M0.06%-32513F-HRTimeline
Aptus Capital Advisors, LLC27,945$9.49M0.09%-6113F-HRTimeline
Parkside Financial Bank & Trust27,619$9.38M1.01%-26613F-HRTimeline
CM WEALTH ADVISORS LLC27,252$9.25M2.72%-95013F-HRTimeline
Cannell & Spears LLC27,085$9.2M0.19%+1,08913F-HRTimeline
AMERICAN NATIONAL BANK & TRUST26,956$9.15M0.94%-2,67213F-HRTimeline
Sepio Capital, LP26,737$9.08M0.65%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC26,639$9.05M1.07%+2,67213F-HRTimeline
QUADRANT CAPITAL GROUP LLC26,406$8.97M0.32%-94813F-HRTimeline
Summit Wealth Partners, LLC26,266$8.92M1.7%-1,36313F-HRTimeline
Circle Wealth Management, LLC26,221$8.9M0.2%013F-HRTimeline
Integrated Advisors Network LLC25,657$8.71M0.39%+14513F-HRTimeline
Omega Financial Group, LLC25,631$8.7M3.14%-62513F-HRTimeline
EP Wealth Advisors, LLC25,616$8.7M0.06%+1,13413F-HRTimeline
Indiana Trust & Investment Management Co25,598$8.69M2.87%013F-HRTimeline
Garde Capital, Inc.25,078$8.52M0.46%-5413F-HRTimeline
Humankind Investments LLC25,070$8.51M2.08%013F-HRTimeline
Stegner Investment Associates Inc.24,963$8.48M5.19%-1,54213F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC24,702$8.39M4.35%-22913F-HRTimeline
CHILTON INVESTMENT CO INC.24,550$8.34M0.19%013F-HRTimeline
Litman Gregory Wealth Management LLC24,548$8.34M0.66%-28113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC24,375$8.28M1.66%-1,20013F-HRTimeline
Sanctuary Advisors, LLC24,325$8.26M0.05%+3,54313F-HRTimeline
Tudor Financial Inc.24,188$8.21M4.65%-73113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.23,973$8.14M0.84%-32713F-HRTimeline
Pure Financial Advisors, LLC23,821$8.09M0.14%+8,68713F-HRTimeline
Fort Point Capital Partners LLC23,609$8.02M0.8%-60813F-HRTimeline
Avidian Wealth Enterprises, LLC23,430$7.96M0.32%-2,72813F-HRTimeline
Relyea Zuckerberg Hanson LLC23,019$7.82M0.92%+1,59913F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…22,699$7.71M1.06%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,667$7.7M0.01%new13F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers22,264$7.56M0.01%-12013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.22,188$7.53M0.37%-1,22513F-HRTimeline
Bleakley Financial Group, LLC22,166$7.53M0.19%+49113F-HRTimeline
Klingman & Associates, LLC22,053$7.49M0.41%013F-HRTimeline
GTS SECURITIES LLC22,049$7.49M0.33%+18,99713F-HRTimeline
Ackerman Asset Management, LLC21,958$7.46M5.97%013F-HRTimeline
Avestar Capital, LLC21,858$7.42M0.54%+1,09613F-HRTimeline
ALLIANCEBERNSTEIN L.P.21,656$7.35M<0.01%+1,54713F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC21,557$7.32M0.1%+35613F-HRTimeline
Laird Norton Wetherby Wealth Management…21,541$7.31M0.33%13F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…21,509$7.3M5.7%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,953$7.11M0.26%-8,36413F-HRTimelineGroup
Utah Retirement Systems20,700$7.03M0.07%+10,30013F-HRTimeline
MATHER GROUP, LLC.20,377$6.92M0.07%-21513F-HRTimeline
Monument Capital Management20,347$6.91M1.8%+20513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC19,924$6.77M1.24%-17813F-HRTimeline
Evanson Asset Management, LLC19,815$6.73M0.42%+1013F-HRTimeline
TUDOR INVESTMENT CORP ET AL19,737$6.7M0.05%+6,91913F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC19,687$6.69M0.11%+2113F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.19,234$6.57M1.2%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…19,108$6.49M0.02%+1,17013F-HRTimeline
Hirtle & Co., LLC19,087$6.48M0.25%+20313F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV18,630$6.33M0.31%+7,03413F-HRTimeline
Advisory Services Network, LLC18,019$6.26M0.1%+2,02513F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.18,322$6.26M5.16%+34113F-HRTimeline
Bensler, LLC18,354$6.23M0.7%-3813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,351$6.23M0.04%+1,71813F-HRTimelineGroup
Woodward Financial Advisors, Inc.18,028$6.12M2.52%+2,94713F-HRTimeline
DIVERSIFIED TRUST CO17,927$6.09M0.14%+8,36513F-HRTimeline
Sage Mountain Advisors LLC17,827$6.05M0.39%-18513F-HRTimeline
Csenge Advisory Group18,370$5.95M0.31%-7113F-HRTimeline
Breakwater Capital Group17,497$5.94M0.97%+1,72313F-HRTimeline
FCA CORP /TX17,379$5.9M1.77%+22913F-HRTimeline
SigFig Wealth Management, LLC17,340$5.85M0.19%+21713F-HRTimeline
Roble, Belko & Company, Inc17,183$5.83M0.85%013F-HRTimeline
Destination Wealth Management17,081$5.8M0.17%+93113F-HRTimeline
HRT FINANCIAL LP17,038$5.79M0.03%new13F-HRTimeline
Avior Wealth Management, LLC16,890$5.7M0.2%-28813F-HRTimeline
First Horizon Advisors, Inc.16,687$5.67M0.15%+6313F-HRTimeline
SENTINEL PENSION ADVISORS, LLC16,361$5.56M0.94%-2313F-HRTimeline
Waldron Private Wealth LLC16,307$5.54M0.24%-7413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…16,108$5.47M0.02%-64013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,013$5.44M0.12%+1,41113F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC15,809$5.37M2.81%+3513F-HRTimeline
Ashton Thomas Private Wealth, LLC15,797$5.36M0.19%-51613F-HRTimeline
WealthTrust Asset Management, LLC15,737$5.34M4%+6,03113F-HRTimeline
Financial Engines Advisors L.L.C.15,661$5.32M0.01%-5,51513F-HRTimeline
Evercore Wealth Management, LLC15,552$5.28M0.08%-3013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC15,524$5.27M2.66%-94313F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC15,509$5.27M0.15%-99313F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC15,496$5.26M0.01%+7,74813F-HRTimelineGroup
First Financial Bankshares Inc15,483$5.26M0.12%+3913F-HRTimeline
Aspen Capital Management, LLC15,461$5.25M1.47%-6213F-HRTimeline
Texas Capital Bancshares Inc/TX15,337$5.21M1.88%-4313F-HRTimeline
Rehmann Capital Advisory Group15,283$5.19M0.31%+613F-HRTimeline
Florida Trust Wealth Management Co15,250$5.18M0.16%013F-HRTimeline
Strategic Investment Advisors / MI15,028$5.1M0.5%-22613F-HRTimeline
LOWERY THOMAS, LLC15,005$5.1M3.26%+3613F-HRTimeline
Allworth Financial LP14,908$5.06M0.02%+1,69413F-HRTimeline
Vise Technologies, Inc.14,833$5.04M0.21%13F-HRTimeline
Seneca Financial Advisors LLC14,660$4.98M1.92%-5213F-HRTimeline
Summit Trail Advisors, LLC14,630$4.97M0.09%new13F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding14,523$4.93M+267Timeline
EVOKE WEALTH, LLC14,482$4.92M0.12%+2,74913F-HRTimeline
Sound View Wealth Advisors Group, LLC14,455$4.91M0.36%+59213F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC14,358$4.85M1.73%-11313F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/14,136$4.8M<0.01%-3,01913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC14,021$4.76M0.26%+4313F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC14,011$4.76M1.8%+613F-HRTimeline
Sageworth Trust Co13,967$4.74M0.26%-1,88613F-HRTimeline
Baker Avenue Asset Management, LP13,830$4.7M0.13%-7213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC13,830$4.7M0.54%+37713F-HRTimeline
Visionary Wealth Advisors13,811$4.69M0.24%-13513F-HRTimeline
Valeo Financial Advisors, LLC13,765$4.67M0.12%+3,66113F-HR/ATimeline
Compound Planning, Inc.13,616$4.62M0.17%-1,05113F-HRTimeline
Chicago Partners Investment Group LLC13,055$4.55M0.13%-2913F-HRTimeline
Prospera Financial Services Inc13,302$4.52M0.08%+29813F-HRTimeline
Linscomb Wealth, Inc.13,246$4.5M0.21%-57113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC13,162$4.47M0.57%-49313F-HRTimeline
Apella Capital, LLC13,035$4.45M0.12%+12513F-HRTimeline
IFC Advisors LLC13,072$4.44M0.83%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,071$4.44M0.4%-36113F-HRTimeline
Summit Financial Strategies, Inc.13,053$4.43M0.41%+1,17413F-HRTimeline
Sand Hill Global Advisors, LLC13,038$4.43M0.16%+2,37513F-HRTimeline
PEOPLES BANK /OH12,998$4.41M2.73%-2013F-HRTimeline
Strategic Blueprint, LLC12,933$4.39M0.22%+35913F-HRTimeline
TWO SIGMA SECURITIES, LLC12,924$4.39M0.54%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,914$4.39M0.03%+22913F-HRTimeline
St. Clair Advisors, LLC12,789$4.34M1.14%-3,01213F-HRTimeline
Next Capital Management LLC12,734$4.32M1.6%+6,88913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC12,516$4.25M0.3%+3,22713F-HRTimeline
Elk River Wealth Management LLC12,515$4.25M0.73%-5413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC12,453$4.23M0.03%+5,32913F-HRTimelineGroup
HANCOCK WHITNEY CORP12,430$4.22M0.08%+6,47413F-HRTimeline
RWA WEALTH PARTNERS, LLC12,269$4.17M0.05%013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC12,223$4.15M1.02%-1,71113F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC12,095$4.11M0.25%013F-HRTimeline
Intrua Financial, LLC12,035$4.09M0.59%-1,25413F-HRTimeline
Harbour Capital Advisors, LLC11,980$4.08M0.86%-75013F-HRTimeline
GM Advisory Group, LLC11,948$4.06M0.2%+3013F-HRTimeline
PHILADELPHIA TRUST CO11,946$4.06M0.31%013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC11,847$4.02M1.4%+9,21813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…11,843$4.02M0.03%-90013F-HRTimelineGroup
Northeast Financial Consultants Inc11,817$4.01M0.16%-4913F-HRTimeline
J.W. COLE ADVISORS, INC.11,770$4M0.08%+4,71313F-HRTimeline
Checchi Capital Advisers, LLC11,750$3.99M0.28%+1,38713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,651$3.96M0.11%new13F-HRTimelineGroup
Plancorp, LLC11,641$3.95M0.14%-86113F-HRTimeline
Atria Wealth Solutions, Inc.11,609$3.94M0.09%-25,76113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,585$3.93M0.03%+57113F-HRTimelineGroup
Dakota Wealth Management11,576$3.93M0.08%+84713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,420$3.88M0.13%-64413F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI11,376$3.86M0.24%+24813F-HRTimeline
HFG Advisors, Inc.11,307$3.84M3.04%-7713F-HRTimeline
FSA WEALTH PARTNERS, INC.11,237$3.82M1.84%-13513F-HRTimeline
D.A. DAVIDSON & CO.11,169$3.79M0.03%-513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC11,165$3.79M0.28%-3113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,093$3.77M0.02%-2,19213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,083$3.76M0.17%+10,41613F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC10,950$3.72M0.14%-58313F-HRTimelineGroup
Mill Creek Capital Advisors, LLC10,900$3.7M0.08%+1,12713F-HRTimeline
MKD WEALTH COACHES, LLC10,825$3.68M3.88%-46413F-HRTimeline
Accredited Investors Inc.10,743$3.65M0.22%-13013F-HRTimeline
Family Firm, Inc.10,733$3.64M0.88%-14913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,700$3.63M<0.01%new13F-HRTimeline
Maryland State Retirement & Pension Sys…10,639$3.61M0.08%+7,64213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,462$3.55M0.08%+28013F-HRTimeline
ORG Partners LLC10,419$3.54M0.75%+22813F-HRTimeline
Horizon Investment Services, LLC10,329$3.51M1.54%-41713F-HRTimeline
One Wealth Map LLC10,100$3.49M1.92%+65313F-HRTimeline
LONDON CO OF VIRGINIA10,262$3.48M0.02%+7,84113F-HRTimeline
Lansing Street Advisors10,229$3.47M1.03%+2613F-HRTimeline
Apexium Financial, LP10,197$3.46M0.18%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …10,110$3.43M0.05%-12013F-HRTimelineGroup
Cranbrook Wealth Management, LLC10,055$3.41M0.73%+6613F-HRTimeline
Evensky & Katz LLC9,955$3.38M0.21%+2513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP9,902$3.36M0.05%-60913F-HRTimeline
CW Advisors, LLC9,771$3.32M0.03%+6,02813F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding9,667$3.28M+1,229Timeline
G2 CAPITAL MANAGEMENT, LLC / OH9,614$3.26M0.92%-20813F-HRTimeline