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Disclosery

IWB ISHARES TR

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ETF (fund)

1,484 managers (1,501 13F filers) reported a position in IWB shares at 2025-12-31, 101,085,544 shares in all. 75 filers opened a position and 57 filers sold out during the quarter.

Managers
1,484
13F filers
1,501
New
75
Added
411
Reduced
499
Sold out
57
Shares held by filers
101,085,544

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/CT39,558$14.8M0.22%-413F-HRTimeline
Clarius Group, LLC39,400$14.7M0.84%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC38,920$14.5M0.02%+22,22013F-HRTimeline
Glenview Trust Co38,775$14.5M0.22%-39813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding38,563$14.4M-599Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC37,739$14.1M0.18%-10013F-HRTimeline
JMG Financial Group, Ltd.36,970$13.8M0.39%-3,82213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…36,615$13.7M0.18%-3,08113F-HRTimelineGroup
Nicholson Meyer Capital Management, Inc.36,141$13.5M10.21%-70713F-HRTimeline
Private Advisor Group, LLC35,715$13.3M0.06%+1,63313F-HRTimeline
Janney Montgomery Scott LLC35,589$13.3M0.03%+41613F-HRTimeline
ETF Portfolio Partners, Inc.34,995$13.1M3.37%+50113F-HRTimeline
Curi Capital, LLC34,926$13M0.23%+6313F-HRTimeline
Advance Capital Management, Inc.34,864$13M0.55%-24313F-HRTimeline
Northstar Financial Companies, Inc.33,698$12.6M10.02%-68313F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …33,477$12.5M0.66%+18113F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co32,858$12.3M0.14%-3,81013F-HRTimelineGroup
FIDUCIARY COUNSELLING INC32,448$12.1M32.16%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,237$12M0.02%-27,18913F-HRTimelineGroup
Hamilton Capital, LLC31,882$11.9M0.6%13F-HRTimeline
TUDOR INVESTMENT CORP ET AL31,788$11.9M0.07%+14,43213F-HRTimeline
OLD NATIONAL BANCORP /IN/31,779$11.9M0.2%013F-HRTimeline
EP Wealth Advisors, LLC31,217$11.7M0.06%13F-HRTimeline
Fire Capital Management LLC31,131$11.6M5.8%+84113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/31,090$11.6M4.62%-10,13413F-HRTimelineGroup
Merit Financial Group, LLC30,829$11.5M0.09%+4,10013F-HRTimeline
LONDON CO OF VIRGINIA30,455$11.4M0.07%+29,31513F-HRTimeline
1900 WEALTH MANAGEMENT LLC30,424$11.4M0.73%-7713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC29,731$11.1M0.61%-7813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp29,630$11.1M0.21%+13613F-HRTimelineGroup
Ethos Financial Group, LLC29,239$10.9M0.81%-29813F-HRTimeline
Firestone Capital Management29,168$10.9M2.31%-30013F-HRTimeline
HBK Sorce Advisory LLC28,079$10.6M0.24%-42013F-HRTimeline
Sanctuary Advisors, LLC28,378$10.6M0.06%+4,20013F-HRTimeline
North Star Investment Management Corp.28,310$10.6M0.66%013F-HRTimeline
Aptus Capital Advisors, LLC28,073$10.5M0.09%+4713F-HRTimeline
Brown Financial Advisory28,058$10.5M5.3%-1,18213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC27,825$10.4M0.07%-5013F-HRTimeline
Orion Porfolio Solutions, LLC27,696$10.3M0.08%-24,32013F-HRTimeline
Parkside Financial Bank & Trust27,260$10.2M0.76%-17313F-HRTimeline
Cannell & Spears LLC27,200$10.2M0.19%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC27,162$10.1M0.8%013F-HRTimeline
Sepio Capital, LP27,155$10.1M0.55%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.27,118$10.1M<0.01%+2,95713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST26,287$9.82M0.93%+9413F-HRTimeline
GC Wealth Management RIA, LLC26,218$9.79M0.36%013F-HRTimeline
CM WEALTH ADVISORS LLC26,159$9.77M2.21%+26813F-HRTimeline
COREPATH WEALTH PARTNERS LLC25,459$9.71M6.51%+3,43713F-HRTimeline
Indiana Trust & Investment Management Co25,598$9.56M2.82%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.25,497$9.52M1.01%-19513F-HRTimeline
FORMULATE FINANCIAL LLC25,440$9.5M11.14%+61313F-HRTimeline
Summit Wealth Partners, LLC25,335$9.46M1.75%-41313F-HRTimeline
Humankind Investments LLC25,070$9.36M4.2%013F-HRTimeline
CHILTON INVESTMENT CO INC.24,550$9.17M0.19%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC24,478$9.14M4.25%-22413F-HRTimeline
Omega Financial Group, LLC24,393$9.11M3.03%-71113F-HRTimeline
Fort Point Capital Partners LLC23,903$9.08M1.1%+84913F-HRTimeline
Tudor Financial Inc.23,960$8.95M4.58%-22313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO23,829$8.9M0.19%+18,41613F-HRTimeline
Caprock Group, LLC23,765$8.88M0.19%-1,91813F-HRTimeline
Campion Asset Management23,757$8.87M6.16%-8,32813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.23,480$8.77M0.84%-31513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP23,129$8.64M0.01%+21,21213F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC23,028$8.6M0.87%+513F-HRTimeline
Pure Financial Advisors, LLC22,994$8.59M0.13%-55413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.22,757$8.5M0.18%-10913F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC22,675$8.47M1.3%013F-HRTimeline
Circle Wealth Management, LLC22,121$8.26M0.13%-7,76613F-HRTimeline
NewSquare Capital LLC22,086$8.25M0.73%-9,27613F-HRTimeline
HANCOCK WHITNEY CORP22,081$8.25M0.15%+9,89513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…21,976$8.21M0.05%+10,34513F-HRTimelineGroup
Ackerman Asset Management, LLC21,958$8.2M5.45%013F-HRTimeline
Klingman & Associates, LLC21,804$8.14M0.39%-24913F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…21,509$8.14M5.91%013F-HRTimeline
Bleakley Financial Group, LLC21,323$7.96M0.14%-44713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,859$7.79M0.26%+5413F-HRTimelineGroup
Stegner Investment Associates Inc.20,740$7.74M4.12%-2,80813F-HRTimeline
Evanson Asset Management, LLC20,528$7.67M0.41%+70213F-HRTimeline
Integrated Advisors Network LLC20,452$7.64M0.34%-85813F-HRTimeline
FIDUCIENT ADVISORS LLC19,995$7.47M0.93%-20,87613F-HRTimeline
Monument Capital Management19,829$7.41M1.84%+94813F-HRTimeline
Avestar Capital, LLC19,699$7.36M0.51%013F-HRTimeline
MATHER GROUP, LLC.19,443$7.26M0.07%-37113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.19,234$7.18M1.23%013F-HRTimeline
Advisory Services Network, LLC19,028$7.11M0.1%+68013F-HRTimeline
Litman Gregory Wealth Management LLC18,802$7.02M0.51%-4,43913F-HRTimeline
Breakwater Capital Group18,677$6.97M0.97%+1,23113F-HRTimeline
Vise Technologies, Inc.18,637$6.96M0.14%+6,39613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,432$6.88M0.04%+10513F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,373$6.86M0.01%-3,63813F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…18,339$6.85M0.02%+2,78713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,277$6.83M0.1%+13,42613F-HRTimelineGroup
DIVERSIFIED TRUST CO18,252$6.82M0.13%-7,06813F-HRTimeline
Virtue Capital Management, LLC26,923$6.7M1.03%new13F-HR/ATimeline
GQG Partners LLC17,826$6.66M0.01%+13,94713F-HRTimeline
Sage Mountain Advisors LLC17,767$6.63M0.35%-4013F-HRTimeline
FCA CORP /TX17,733$6.62M1.87%+4613F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC17,597$6.57M0.03%+3,68113F-HRTimelineGroup
Hirtle & Co., LLC17,595$6.57M0.22%-1,15413F-HRTimeline
WealthTrust Asset Management, LLC17,543$6.55M4.58%+2,73513F-HRTimeline
Garde Capital, Inc.17,487$6.53M0.39%-5513F-HRTimeline
Bensler, LLC17,322$6.47M0.65%-78213F-HRTimeline
Csenge Advisory Group17,307$6.46M0.29%-1,06813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC17,274$6.45M1.09%-2,02413F-HRTimeline
B. Riley Wealth Advisors, Inc.17,233$6.44M0.3%+1,14613F-HRTimeline
Roble, Belko & Company, Inc17,183$6.42M0.84%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC16,922$6.32M0.31%+2,75313F-HRTimeline
Sachetta, LLC16,730$6.25M3.42%-59,72413F-HRTimeline
Utah Retirement Systems16,682$6.23M0.06%new13F-HRTimeline
Woodward Financial Advisors, Inc.16,551$6.18M2.31%-30713F-HRTimeline
SigFig Wealth Management, LLC16,245$6.14M0.18%-70113F-HRTimeline
Destination Wealth Management16,382$6.12M0.16%-5713F-HRTimeline
Ashton Thomas Private Wealth, LLC16,330$6.1M0.15%-5213F-HRTimeline
Apella Capital, LLC16,209$6.05M0.12%+3,25513F-HRTimeline
Maryland State Retirement & Pension Sys…16,182$6.04M0.12%+4,54213F-HRTimeline
Avior Wealth Management, LLC16,189$6.01M0.19%-63413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,001$5.98M0.11%+48113F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC15,837$5.91M0.91%-20213F-HRTimeline
Allworth Financial LP15,787$5.9M0.02%+59513F-HRTimeline
Bayshore Capital Advisors, LLC15,776$5.89M2.94%13F-HRTimeline
First Financial Bankshares Inc15,478$5.78M0.12%-513F-HRTimeline
Chicago Partners Investment Group LLC15,270$5.77M0.14%+2,14413F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC15,440$5.77M2.52%-24313F-HRTimeline
Topel & Distasi Wealth Management, LLC15,355$5.73M2.8%-22313F-HRTimeline
Florida Trust Wealth Management Co15,250$5.69M0.16%013F-HRTimeline
Financial Engines Advisors L.L.C.15,112$5.64M0.01%-68613F-HRTimeline
Strategic Investment Advisors / MI14,979$5.59M0.48%-90,28013F-HRTimeline
Aspen Capital Management, LLC14,975$5.59M1.38%-27913F-HRTimeline
Rehmann Capital Advisory Group14,944$5.58M0.29%+92413F-HRTimeline
LOWERY THOMAS, LLC14,923$5.57M3.15%+4113F-HRTimeline
Sound View Wealth Advisors Group, LLC14,901$5.56M0.37%+31113F-HRTimeline
EVOKE WEALTH, LLC14,497$5.41M0.1%+813F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding14,486$5.41M-1,527Timeline
ANCHOR CAPITAL ADVISORS LLC14,485$5.41M0.16%-1,02413F-HRTimeline
Prospera Financial Services Inc14,358$5.37M0.09%-8713F-HRTimeline
Checchi Capital Advisers, LLC14,342$5.36M0.36%+1,41013F-HRTimeline
RWA WEALTH PARTNERS, LLC14,298$5.34M0.06%+2,55013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC14,277$5.33M1.56%-8113F-HRTimeline
Sageworth Trust Co14,270$5.33M0.23%013F-HRTimeline
Waldron Private Wealth LLC14,194$5.3M0.21%-1,94313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,159$5.29M0.03%+34913F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/14,136$5.28M<0.01%013F-HRTimeline
Evercore Wealth Management, LLC14,110$5.27M0.08%-1,57013F-HRTimeline
Seneca Financial Advisors LLC14,061$5.25M1.6%-61813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd13,816$5.16M0.14%+76213F-HRTimelineGroup
Baker Avenue Asset Management, LP13,782$5.15M0.12%-31513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC13,757$5.14M0.52%-6513F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …13,623$5.09M<0.01%+2,29313F-HRTimelineGroup
Summit Trail Advisors, LLC13,601$5.08M0.09%-1,05613F-HRTimeline
St. Clair Advisors, LLC13,278$4.96M1.28%+48913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,141$4.91M0.37%-113F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC13,096$4.89M0.07%+2413F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC13,088$4.89M0.55%-3813F-HRTimeline
Portfolio Resources Advisor Group, Inc.13,087$4.89M4.88%13F-HRTimeline
IFC Advisors LLC13,072$4.88M0.71%013F-HRTimeline
Crestmont Private Wealth LLC13,070$4.88M1.59%+8,54813F-HRTimeline
Compound Planning, Inc.12,995$4.85M0.14%-64413F-HRTimeline
Strategic Blueprint, LLC12,921$4.83M0.29%-20013F-HRTimeline
PEOPLES BANK /OH12,838$4.79M2.97%013F-HRTimeline
Summit Financial Strategies, Inc.12,743$4.76M0.39%-4213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,700$4.74M0.01%-27,91813F-HRTimelineGroup
Avidian Wealth Enterprises, LLC12,634$4.72M0.17%-32813F-HRTimeline
Visionary Wealth Advisors12,618$4.71M0.21%-11213F-HRTimeline
Sand Hill Global Advisors, LLC12,591$4.7M0.16%-31413F-HRTimeline
Linscomb Wealth, Inc.12,487$4.66M0.2%-49813F-HRTimeline
Valeo Financial Advisors, LLC12,465$4.65M0.1%-213F-HRTimeline
Basecamp Wealth Advisors LLC12,435$4.64M0.99%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI12,350$4.61M0.25%+67713F-HRTimeline
OBSIDIAN CIO, LLC12,335$4.61M6.82%-160,55513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP12,306$4.6M0.06%-68013F-HRTimeline
Midwest Trust Co12,203$4.56M0.06%+91513F-HRTimeline
Elk River Wealth Management LLC12,189$4.55M0.73%-1613F-HRTimeline
Intrua Financial, LLC12,138$4.53M0.5%-35213F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC12,095$4.52M0.26%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …11,960$4.47M0.07%013F-HRTimelineGroup
Next Capital Management LLC11,948$4.46M1.43%+3113F-HRTimeline
PHILADELPHIA TRUST CO11,946$4.46M0.31%013F-HRTimeline
HFG Advisors, Inc.11,781$4.4M3.19%+48213F-HRTimeline
J.Safra Asset Management Corp11,765$4.39M0.23%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…11,694$4.37M0.08%+4,14813F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding11,587$4.33M+331Timeline
D.A. DAVIDSON & CO.11,476$4.29M0.03%+34113F-HRTimeline
Crestwood Advisors Group, LLC11,475$4.29M0.07%+1,90013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,420$4.26M0.13%013F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…11,408$4.26M0.07%-40713F-HRTimelineGroup
CHERRYDALE WEALTH MANAGEMENT, LLC11,332$4.23M1.28%-54713F-HRTimeline
Cambridge Financial Group, LLC11,761$4.16M1.45%+4413F-HRTimeline
Dakota Wealth Management11,104$4.15M0.07%-27713F-HR/ATimeline
Advisor Resource Council10,933$4.13M1.47%+6,39413F-HRTimeline
Americana Partners, LLC10,930$4.08M0.11%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC10,691$3.99M0.26%+1213F-HRTimeline
FSA WEALTH PARTNERS, INC.10,643$3.97M1.43%-6613F-HRTimeline
Accredited Investors Inc.10,511$3.93M0.21%-23213F-HRTimeline
Harbour Capital Advisors, LLC10,480$3.92M0.8%-1,00013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,502$3.92M0.14%-5,64613F-HRTimelineGroup
ORG Partners LLC10,407$3.89M0.68%-6813F-HRTimeline
Northern Lights Advisors, Inc.10,400$3.88M2.66%13F-HRTimeline
Snowden Capital Advisors LLC10,389$3.88M0.1%+9,70113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,374$3.87M0.02%-34013F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC10,360$3.87M1.42%+2,55013F-HRTimeline