Skip to content
Disclosery

IWB ISHARES TR

Follow

ETF (fund)

1,408 managers (1,423 13F filers) reported a position in IWB shares at 2025-09-30, 98,454,387 shares in all. 83 filers opened a position and 38 filers sold out during the quarter.

Managers
1,408
13F filers
1,423
New
83
Added
379
Reduced
498
Sold out
38
Shares held by filers
98,454,387

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BARTLETT & CO. WEALTH MANAGEMENT LLC37,839$13.8M0.18%013F-HRTimeline
Nicholson Meyer Capital Management, Inc.36,848$13.5M10.35%+10713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co36,668$13.4M0.15%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc35,380$12.9M<0.01%-63,75513F-HRTimelineGroup
Janney Montgomery Scott LLC35,173$12.9M0.03%-48113F-HRTimeline
Advance Capital Management, Inc.35,107$12.8M0.56%-17613F-HRTimeline
Curi Capital, LLC34,863$12.7M0.23%-32,28013F-HRTimeline
ETF Portfolio Partners, Inc.34,494$12.6M3.35%-32213F-HRTimeline
Northstar Financial Companies, Inc.34,381$12.6M11.63%-32513F-HRTimeline
Private Advisor Group, LLC34,082$12.5M0.06%-3,32513F-HRTimeline
QUADRANT CAPITAL GROUP LLC33,568$12.3M0.4%+7,16213F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …33,296$12.2M1.05%-20113F-HRTimelineGroup
FIDUCIARY COUNSELLING INC32,448$11.9M31.62%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Campion Asset Management32,085$11.7M8.32%-1,19013F-HRTimeline
OLD NATIONAL BANCORP /IN/31,779$11.6M0.2%-13,55913F-HRTimeline
NewSquare Capital LLC31,362$11.5M0.78%-91213F-HRTimeline
1900 WEALTH MANAGEMENT LLC30,501$11.1M0.76%-23,69613F-HRTimeline
Fire Capital Management LLC30,290$11.1M6.36%+1,09713F-HRTimeline
Circle Wealth Management, LLC29,887$10.9M0.21%+3,66613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC29,809$10.9M0.62%-24113F-HRTimeline
Ethos Financial Group, LLC29,537$10.8M0.85%+313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp29,494$10.8M0.2%-39213F-HRTimelineGroup
Firestone Capital Management29,468$10.8M2.33%-12713F-HRTimeline
Brown Financial Advisory29,240$10.7M5.6%-16713F-HRTimeline
Texas Capital Bank Wealth Management Se…29,126$10.6M0.88%+24813F-HRTimeline
HBK Sorce Advisory LLC28,499$10.4M0.26%-1,02313F-HR/ATimeline
CWM, LLCin group CWM, LLC28,445$10.4M0.03%-18,60513F-HRTimelineGroup
North Star Investment Management Corp.28,310$10.3M0.66%013F-HRTimeline
Aptus Capital Advisors, LLC28,026$10.2M0.09%+8113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC27,875$10.2M0.07%-25013F-HRTimeline
Parkside Financial Bank & Trust27,433$10M0.78%-18613F-HRTimeline
Cannell & Spears LLC27,200$9.94M0.19%+11513F-HRTimeline
Turtle Creek Wealth Advisors, LLC27,162$9.93M0.89%+52313F-HRTimeline
Sepio Capital, LP27,155$9.92M0.59%+41813F-HRTimeline
Merit Financial Group, LLC26,729$9.77M0.09%-1,62813F-HR/ATimeline
GC Wealth Management RIA, LLC26,218$9.58M0.32%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST26,193$9.57M0.94%-76313F-HRTimeline
CM WEALTH ADVISORS LLC25,891$9.46M2.49%-1,36113F-HRTimeline
Summit Wealth Partners, LLC25,748$9.41M1.7%-51813F-HRTimeline
Graves Light Lenhart Wealth, Inc.25,692$9.39M1.04%-8,16513F-HRTimeline
Indiana Trust & Investment Management Co25,598$9.36M2.85%013F-HRTimeline
DIVERSIFIED TRUST CO25,320$9.25M0.18%+7,39313F-HRTimeline
Omega Financial Group, LLC25,104$9.18M3.09%-52713F-HRTimeline
Humankind Investments LLC25,070$9.16M2.1%013F-HRTimeline
Caprock Group, LLC25,683$9.11M0.22%13F-HRTimeline
FORMULATE FINANCIAL LLC24,827$9.07M11.25%13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC24,702$9.03M4.39%013F-HRTimeline
CHILTON INVESTMENT CO INC.24,550$8.97M0.18%013F-HRTimeline
Tudor Financial Inc.24,183$8.84M4.7%-513F-HRTimeline
Sanctuary Advisors, LLC24,178$8.84M0.05%-14713F-HR/ATimeline
ALLIANCEBERNSTEIN L.P.24,161$8.83M<0.01%+2,50513F-HRTimeline
Laird Norton Wetherby Wealth Management…24,105$8.81M0.36%+2,56413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.23,795$8.7M0.83%-17813F-HRTimeline
Stegner Investment Associates Inc.23,548$8.61M4.72%-1,41513F-HRTimeline
Pure Financial Advisors, LLC23,548$8.61M0.14%-27313F-HRTimeline
Litman Gregory Wealth Management LLC23,241$8.49M0.63%-1,30713F-HRTimeline
Fort Point Capital Partners LLC23,054$8.43M1.07%-55513F-HRTimeline
Relyea Zuckerberg Hanson LLC23,023$8.41M0.88%+413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.22,866$8.36M0.2%-18,41513F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC22,675$8.29M1.49%-1,70013F-HRTimeline
COREPATH WEALTH PARTNERS LLC22,022$8.12M5.9%+18,32413F-HRTimeline
Klingman & Associates, LLC22,053$8.06M0.41%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers22,011$8.04M0.01%-25313F-HRTimelineGroup
Ackerman Asset Management, LLC21,958$8.03M5.75%013F-HRTimeline
Bleakley Financial Group, LLC21,770$7.96M0.18%-39613F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…21,509$7.86M5.89%013F-HRTimeline
Integrated Advisors Network LLC21,310$7.79M0.33%-4,34713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,805$7.6M0.26%-14813F-HRTimelineGroup
Evanson Asset Management, LLC19,826$7.25M0.41%+1113F-HRTimeline
MATHER GROUP, LLC.19,814$7.24M0.07%-56313F-HRTimeline
Avestar Capital, LLC19,699$7.2M0.51%-2,15913F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC19,298$7.05M1.21%-62613F-HRTimeline
Pacific Capital Wealth Advisors, Inc.19,234$7.03M1.22%013F-HRTimeline
Monument Capital Management18,881$6.9M1.73%-1,46613F-HRTimeline
Hirtle & Co., LLC18,749$6.85M0.24%-33813F-HRTimeline
TWO SIGMA SECURITIES, LLC18,657$6.82M1.01%+5,73313F-HRTimeline
Csenge Advisory Group18,375$6.72M0.32%+513F-HRTimeline
Advisory Services Network, LLC18,348$6.71M0.1%+32913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,327$6.7M0.04%-2413F-HR/ATimelineGroup
Bensler, LLC18,104$6.62M0.69%-25013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…17,924$6.56M0.02%-1,18413F-HRTimeline
Sage Mountain Advisors LLC17,807$6.51M0.37%-2013F-HRTimeline
FCA CORP /TX17,687$6.46M1.8%+30813F-HRTimeline
Garde Capital, Inc.17,542$6.41M0.32%-7,53613F-HRTimeline
Breakwater Capital Group17,446$6.38M0.94%-5113F-HRTimeline
TUDOR INVESTMENT CORP ET AL17,356$6.34M0.04%-2,38113F-HR/ATimeline
Roble, Belko & Company, Inc17,183$6.28M0.85%013F-HRTimeline
SigFig Wealth Management, LLC16,946$6.16M0.19%-39413F-HRTimeline
Woodward Financial Advisors, Inc.16,858$6.16M2.35%-1,17013F-HRTimeline
Avior Wealth Management, LLC16,823$6.11M0.2%-6713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC16,700$6.1M0.01%+6,00013F-HRTimeline
Destination Wealth Management16,439$6.01M0.17%-64213F-HRTimeline
Ashton Thomas Private Wealth, LLC16,382$5.99M0.16%+58513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,148$5.9M0.23%+5,06513F-HRTimelineGroup
Waldron Private Wealth LLC16,137$5.9M0.24%-17013F-HRTimeline
B. Riley Wealth Advisors, Inc.16,087$5.88M0.28%-6,10113F-HRTimeline
SENTINEL PENSION ADVISORS, LLC16,039$5.86M0.94%-32213F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding16,013$5.85M+1,490Timeline
Financial Engines Advisors L.L.C.15,798$5.77M0.01%+13713F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC15,683$5.73M2.67%+15913F-HRTimeline
Evercore Wealth Management, LLC15,680$5.73M0.08%+12813F-HRTimeline
Topel & Distasi Wealth Management, LLC15,578$5.69M2.81%-23113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…15,552$5.68M0.02%-55613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,520$5.67M0.11%-49313F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC15,509$5.67M0.16%013F-HRTimeline
First Financial Bankshares Inc15,483$5.66M0.12%013F-HRTimeline
Aspen Capital Management, LLC15,254$5.58M1.42%-20713F-HRTimeline
Florida Trust Wealth Management Co15,250$5.57M0.16%013F-HRTimeline
Allworth Financial LP15,192$5.55M0.02%+28413F-HRTimeline
Strategic Investment Advisors / MI105,259$5.5M0.64%+90,23113F-HR/ATimeline
LOWERY THOMAS, LLC14,882$5.44M3.14%-12313F-HRTimeline
WealthTrust Asset Management, LLC14,808$5.41M3.75%-92913F-HRTimeline
Seneca Financial Advisors LLC14,679$5.36M1.75%+1913F-HRTimeline
Summit Trail Advisors, LLC14,657$5.36M0.07%+2713F-HRTimeline
Sound View Wealth Advisors Group, LLC14,590$5.33M0.37%+13513F-HRTimeline
EVOKE WEALTH, LLC14,489$5.3M0.11%+713F-HRTimeline
Prospera Financial Services Inc14,445$5.28M0.09%+1,14313F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC14,358$5.25M1.72%013F-HRTimeline
Texas Capital Bancshares Inc/TX14,352$5.25M2.06%-98513F-HRTimeline
Sageworth Trust Co14,270$5.22M0.24%+30313F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC14,169$5.18M0.26%+14813F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/14,136$5.17M<0.01%013F-HRTimeline
Baker Avenue Asset Management, LP14,097$5.15M0.12%+26713F-HRTimeline
Rehmann Capital Advisory Group14,020$5.12M0.28%-1,26313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC13,916$5.09M0.02%+1,46313F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC13,822$5.05M0.53%-813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,810$5.05M0.03%+89613F-HRTimeline
OLD MISSION CAPITAL LLC13,700$5.01M0.18%+10,52413F-HRTimeline
Compound Planning, Inc.13,639$4.98M0.16%+2313F-HRTimeline
Chicago Partners Investment Group LLC13,126$4.94M0.13%+7113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,142$4.8M0.4%+7113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC13,126$4.8M0.57%-3613F-HRTimeline
Strategic Blueprint, LLC13,121$4.8M0.21%+18813F-HRTimeline
J.W. COLE ADVISORS, INC.13,099$4.79M0.09%+1,32913F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC13,072$4.78M0.06%-6,61513F-HRTimelineGroup
IFC Advisors LLC13,072$4.78M0.88%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd13,054$4.77M0.25%+11,78613F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP12,986$4.75M0.06%+3,08413F-HRTimeline
Linscomb Wealth, Inc.12,985$4.75M0.2%-26113F-HRTimeline
GM Advisory Group, LLC12,982$4.74M0.2%+1,03413F-HRTimeline
Avidian Wealth Enterprises, LLC12,962$4.74M0.18%-10,46813F-HRTimeline
Checchi Capital Advisers, LLC12,932$4.73M0.32%+1,18213F-HRTimeline
Sand Hill Global Advisors, LLC12,905$4.72M0.17%-13313F-HRTimeline
Apella Capital, LLC12,954$4.7M0.1%-8113F-HRTimeline
PEOPLES BANK /OH12,838$4.69M2.88%-16013F-HRTimeline
St. Clair Advisors, LLC12,789$4.67M1.24%013F-HRTimeline
Summit Financial Strategies, Inc.12,785$4.67M0.4%-26813F-HRTimeline
Visionary Wealth Advisors12,730$4.65M0.22%-1,08113F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC12,232$4.58M1.33%-1,77913F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC12,496$4.57M0.01%-3,00013F-HRTimelineGroup
Intrua Financial, LLC12,490$4.56M0.53%+45513F-HRTimeline
Valeo Financial Advisors, LLC12,467$4.56M0.1%-1,29813F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC12,427$4.54M0.06%+5,35113F-HR/ATimelineGroup
Vise Technologies, Inc.12,241$4.47M0.17%-2,59213F-HRTimeline
Elk River Wealth Management LLC12,205$4.46M0.71%-31013F-HRTimeline
HANCOCK WHITNEY CORP12,186$4.45M0.08%-24413F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC12,095$4.42M0.25%013F-HRTimeline
HRT FINANCIAL LP12,001$4.39M0.02%-5,03713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …11,960$4.37M0.06%+1,85013F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…11,953$4.37M0.75%-10,74613F-HRTimelineGroup
PHILADELPHIA TRUST CO11,946$4.37M0.31%013F-HRTimeline
Next Capital Management LLC11,917$4.36M1.45%-81713F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC11,879$4.34M1.36%+3213F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…11,815$4.32M0.07%-2813F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC11,748$4.29M0.05%-52113F-HRTimeline
Cambridge Financial Group, LLC11,717$4.28M1.38%+6,87213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI11,673$4.27M0.24%+29713F-HRTimeline
Maryland State Retirement & Pension Sys…11,640$4.25M0.09%+1,00113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,631$4.25M0.03%+4613F-HRTimelineGroup
Harbour Capital Advisors, LLC11,480$4.22M0.86%-50013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,420$4.17M0.13%013F-HRTimelineGroup
Dakota Wealth Management11,381$4.16M0.08%-19513F-HR/ATimeline
PRECEDENT WEALTH PARTNERS, LLC11,335$4.14M0.91%-88813F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …11,330$4.14M<0.01%+2,30513F-HRTimelineGroup
Plancorp, LLC11,320$4.14M0.13%-32113F-HRTimeline
HFG Advisors, Inc.11,299$4.13M3.05%-813F-HRTimeline
Midwest Trust Co11,288$4.13M0.05%+2,58313F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding11,256$4.11M+1,589Timeline
D.A. DAVIDSON & CO.11,135$4.07M0.03%-3413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.10,972$4.01M0.05%+4,20913F-HRTimeline
Americana Partners, LLC10,930$3.99M0.12%+9,10713F-HRTimeline
Belpointe Asset Management LLC10,904$3.99M0.15%+5,69213F-HRTimeline
Accredited Investors Inc.10,743$3.93M0.22%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,714$3.92M0.02%-37913F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.10,709$3.91M1.51%-52813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC10,679$3.9M0.26%-48613F-HRTimeline
Mill Creek Capital Advisors, LLC10,657$3.89M0.08%-24313F-HRTimeline
ORG Partners LLC10,475$3.83M0.7%+5613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,416$3.81M0.13%-53413F-HRTimelineGroup
XPONANCE LLC10,381$3.79M0.03%+2,71213F-HRTimeline
Horizon Investment Services, LLC10,315$3.77M1.42%-1413F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC10,300$3.76M0.01%new13F-HRTimelineGroup
Lansing Street Advisors10,256$3.75M0.99%+2713F-HRTimeline
MKD WEALTH COACHES, LLC10,111$3.7M3.68%-71413F-HRTimeline
Farther Finance Advisors, LLC9,998$3.65M0.06%+1,95613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC9,931$3.63M0.24%-2,58513F-HRTimeline
Evensky & Katz LLC9,912$3.62M0.21%-4313F-HRTimeline
Cranbrook Wealth Management, LLC9,886$3.61M0.73%-16913F-HRTimeline
One Wealth Map LLC9,677$3.61M1.92%-42313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC9,857$3.6M0.07%-60513F-HRTimeline