Skip to content
Disclosery

IWB ISHARES TR

Follow

ETF (fund)

1,458 managers (1,478 13F filers) reported a position in IWB shares at 2026-03-31, 97,924,367 shares in all. 66 filers opened a position and 78 filers sold out during the quarter.

Managers
1,458
13F filers
1,478
New
66
Added
427
Reduced
523
Sold out
78
Shares held by filers
97,924,367

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.36,748$13.1M10.05%+60713F-HRTimeline
Janney Montgomery Scott LLC36,387$13M0.03%+79813F-HRTimeline
Advance Capital Management, Inc.34,516$12.3M0.47%-34813F-HRTimeline
Curi Capital, LLC34,110$12.2M0.22%-81613F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …33,477$11.9M0.65%013F-HRTimelineGroup
ETF Portfolio Partners, Inc.33,468$11.9M3.13%-1,52713F-HRTimeline
Northstar Financial Companies, Inc.33,254$11.9M9.43%-44413F-HRTimeline
&PARTNERS32,819$11.8M0.06%-15,00213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co32,858$11.7M0.14%013F-HRTimelineGroup
St. Clair Advisors, LLC32,760$11.7M3.11%+19,48213F-HRTimeline
FIDUCIARY COUNSELLING INC32,448$11.6M32.18%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HBK Sorce Advisory LLC28,336$11.4M0.23%+25713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding31,773$11.3M-6,790Timeline
GTS SECURITIES LLC31,739$11.3M0.4%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/31,729$11.3M0.19%-5013F-HRTimeline
Evercore Wealth Management, LLC31,495$11.2M0.18%+17,38513F-HRTimeline
Ethos Financial Group, LLC29,989$11.2M0.81%+75013F-HRTimeline
EP Wealth Advisors, LLC30,467$10.9M0.05%-75013F-HRTimeline
1900 WEALTH MANAGEMENT LLC30,429$10.8M0.7%+513F-HRTimeline
Independent Advisor Alliance30,377$10.8M0.12%new13F-HRTimeline
Fire Capital Management LLC30,198$10.8M5.04%-93313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp29,429$10.5M0.2%-20113F-HRTimelineGroup
Firestone Capital Management28,955$10.3M2.15%-21313F-HRTimeline
Hamilton Capital, LLC28,905$10.3M0.53%-2,97713F-HRTimeline
Merit Financial Group, LLC28,834$10.3M0.08%-1,99513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/28,514$10.2M3.65%-2,57613F-HRTimelineGroup
North Star Investment Management Corp.28,310$10.1M0.61%013F-HRTimeline
Sanctuary Advisors, LLC28,275$10.1M0.05%-10313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC27,600$9.84M0.07%-22513F-HRTimeline
Turtle Creek Wealth Advisors, LLC27,389$9.77M0.74%+22713F-HRTimeline
Brown Financial Advisory27,359$9.75M4.84%-69913F-HRTimeline
Cannell & Spears LLC27,323$9.74M0.19%+12313F-HR/ATimeline
Parkside Financial Bank & Trust27,196$9.7M0.75%-6413F-HRTimeline
Aptus Capital Advisors, LLC26,854$9.57M0.08%-1,21913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC26,770$9.55M0.51%-2,96113F-HRTimeline
CM WEALTH ADVISORS LLC26,760$9.54M2.03%+60113F-HRTimeline
COREPATH WEALTH PARTNERS LLC25,732$9.54M6.43%+27313F-HRTimeline
Sepio Capital, LP26,737$9.53M0.52%-41813F-HRTimeline
Utah Retirement Systems26,382$9.41M0.1%+9,70013F-HRTimeline
FORMULATE FINANCIAL LLC25,921$9.24M11.41%+48113F-HRTimeline
Indiana Trust & Investment Management Co25,598$9.13M2.82%013F-HRTimeline
Pure Financial Advisors, LLC25,506$9.09M0.13%+2,51213F-HRTimeline
Graves Light Lenhart Wealth, Inc.25,347$9.04M0.94%-15013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST25,102$8.95M0.85%-1,18513F-HRTimeline
Caprock Group, LLC24,998$8.91M0.22%+1,23313F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding24,981$8.91M+13,394Timeline
Summit Wealth Partners, LLC24,920$8.89M1.41%-41513F-HRTimeline
CHILTON INVESTMENT CO INC.24,550$8.75M0.21%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC24,276$8.66M4.09%-20213F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…21,509$8.59M5.41%013F-HRTimeline
Tudor Financial Inc.23,716$8.46M4.32%-24413F-HR/ATimeline
GC Wealth Management RIA, LLC23,643$8.43M0.35%-2,57513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.23,409$8.35M0.82%-7113F-HRTimeline
Campion Asset Management23,397$8.34M5.66%-36013F-HRTimeline
Relyea Zuckerberg Hanson LLC23,032$8.21M0.83%+413F-HRTimeline
Omega Financial Group, LLC22,793$8.13M2.68%-1,60013F-HRTimeline
Fort Point Capital Partners LLC22,771$8.12M1.06%-1,13213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.22,671$8.08M0.18%-8613F-HRTimelineGroup
Summit Trail Advisors, LLC22,592$8.06M0.12%+8,99113F-HRTimeline
Circle Wealth Management, LLC22,128$7.89M0.11%+713F-HRTimeline
Klingman & Associates, LLC22,034$7.86M0.38%+23013F-HRTimeline
Compound Planning, Inc.22,016$7.85M0.24%+9,02113F-HRTimeline
NewSquare Capital LLC21,777$7.76M0.68%-30913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.21,668$7.73M0.08%-20,62713F-HRTimeline
Ackerman Asset Management, LLC21,465$7.65M5.34%-49313F-HRTimeline
Bleakley Financial Group, LLC21,231$7.57M0.12%-9213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…21,093$7.53M0.05%-88313F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd21,027$7.5M0.13%+7,21113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management20,862$7.44M0.25%+313F-HRTimelineGroup
Stegner Investment Associates Inc.20,534$7.32M4.01%-20613F-HRTimeline
Evanson Asset Management, LLC20,523$7.32M0.39%-513F-HRTimeline
FIDUCIENT ADVISORS LLC20,010$7.13M0.93%+1513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers19,996$7.13M0.01%+1,62313F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP19,939$7.11M0.05%+1,50713F-HRTimelineGroup
Monument Capital Management19,833$7.07M1.77%+413F-HRTimeline
Apella Capital, LLC17,927$6.97M0.1%+1,71813F-HRTimeline
Avestar Capital, LLC19,539$6.97M0.48%-16013F-HRTimeline
Vise Technologies, Inc.18,637$6.96M0.14%013F-HRTimeline
MATHER GROUP, LLC.19,276$6.87M0.07%-16713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…19,267$6.87M0.03%+92813F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.19,234$6.86M1.15%013F-HRTimeline
Sage Mountain Advisors LLC19,207$6.85M0.48%+1,44013F-HRTimeline
Advisory Services Network, LLC19,166$6.83M0.09%+13813F-HRTimeline
XPONANCE LLC19,070$6.8M0.05%+13,51313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC18,987$6.77M0.33%-455,15413F-HRTimeline
Breakwater Capital Group18,954$6.76M0.9%+27713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC18,883$6.73M0.02%+1,28613F-HRTimelineGroup
Orion Porfolio Solutions, LLC18,540$6.61M0.06%-9,15613F-HRTimeline
DIVERSIFIED TRUST CO18,302$6.53M0.12%+5013F-HRTimeline
Maryland State Retirement & Pension Sys…18,174$6.48M0.13%+1,99213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC17,764$6.33M0.34%+84213F-HRTimeline
Hirtle & Co., LLC17,595$6.27M0.21%013F-HRTimeline
WealthTrust Asset Management, LLC17,531$6.25M3.73%-1213F-HRTimeline
Garde Capital, Inc.17,408$6.21M0.37%-7913F-HRTimeline
Csenge Advisory Group17,266$6.16M0.28%-4113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC17,255$6.15M1.05%-1913F-HRTimeline
FCA CORP /TX17,168$6.12M1.73%-56513F-HRTimeline
Ashton Thomas Private Wealth, LLC17,068$6.09M0.14%+73813F-HRTimeline
Roble, Belko & Company, Inc16,925$6.04M0.77%-25813F-HRTimeline
Sachetta, LLC16,705$5.96M3.23%-2513F-HRTimeline
Chicago Partners Investment Group LLC15,274$5.95M0.13%+413F-HRTimeline
B. Riley Wealth Advisors, Inc.17,142$5.94M0.38%-9113F-HRTimeline
Allworth Financial LP16,457$5.87M0.02%+67013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,444$5.86M0.11%+44313F-HRTimelineGroup
Bensler, LLC16,429$5.86M0.6%-89313F-HRTimeline
SigFig Wealth Management, LLC16,146$5.76M0.17%-9913F-HRTimeline
Woodward Financial Advisors, Inc.16,431$5.7M2.19%-12013F-HRTimeline
Destination Wealth Management15,971$5.69M0.15%-41113F-HRTimeline
Bayshore Capital Advisors, LLC15,873$5.66M2.39%+9713F-HRTimeline
Checchi Capital Advisers, LLC15,583$5.56M0.38%+1,24113F-HRTimeline
First Financial Bankshares Inc15,444$5.51M0.11%-3413F-HRTimeline
PEOPLES BANK /OH15,281$5.45M3.34%+2,44313F-HRTimeline
Florida Trust Wealth Management Co15,250$5.44M0.15%013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC15,179$5.41M2.38%-26113F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …15,053$5.37M<0.01%+1,43013F-HRTimelineGroup
VANGUARD GROUP INCgroup of 3 filers holding14,912$5.32M+11,018Timeline
Sound View Wealth Advisors Group, LLC14,853$5.3M0.36%-4813F-HRTimeline
Aspen Capital Management, LLC14,805$5.28M1.31%-17013F-HRTimeline
LOWERY THOMAS, LLC14,805$5.28M3.02%-11813F-HRTimeline
Owl Creek Wealth Partners LLC14,781$5.27M1.88%13F-HRTimeline
Prospera Financial Services Inc14,703$5.25M0.08%+34513F-HRTimeline
Strategic Investment Advisors / MI14,663$5.23M0.36%-31613F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC14,486$5.17M0.15%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,428$5.14M0.03%+26913F-HRTimeline
EVOKE WEALTH, LLC14,391$5.13M0.09%-10613F-HRTimeline
Financial Engines Advisors L.L.C.14,308$5.1M0.01%-80413F-HRTimeline
Sageworth Trust Co14,270$5.09M0.22%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/14,251$5.08M<0.01%+11513F-HRTimeline
RWA WEALTH PARTNERS, LLC14,220$5.07M0.06%-7813F-HRTimeline
Seneca Financial Advisors LLC14,123$5.04M1.48%+6213F-HRTimeline
Rehmann Capital Advisory Group13,973$4.98M0.26%-97113F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC13,965$4.98M1.45%-31213F-HRTimeline
Waldron Private Wealth LLC13,839$4.93M0.19%-35513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC13,804$4.92M0.49%+4713F-HRTimeline
Baker Avenue Asset Management, LP13,725$4.89M0.11%-5713F-HRTimeline
Avior Wealth Management, LLC13,752$4.87M0.14%-2,43713F-HRTimeline
Midwest Trust Co13,581$4.84M0.06%+1,37813F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC13,096$4.67M0.1%013F-HRTimelineGroup
IFC Advisors LLC13,072$4.66M0.67%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.13,071$4.66M4.63%-1613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,044$4.65M0.37%-9713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC13,006$4.64M0.5%-8213F-HRTimeline
Avidian Wealth Enterprises, LLC12,981$4.63M0.15%+34713F-HRTimeline
HANCOCK WHITNEY CORP12,512$4.62M0.08%-9,56913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI12,945$4.62M0.21%+59513F-HRTimeline
Strategic Blueprint, LLC12,930$4.61M0.27%+913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding12,811$4.57M+11,126Timeline
Sand Hill Global Advisors, LLC12,503$4.46M0.15%-8813F-HRTimeline
Summit Financial Strategies, Inc.12,469$4.45M0.35%-27413F-HRTimeline
Basecamp Wealth Advisors LLC12,435$4.43M0.92%013F-HRTimeline
Visionary Wealth Advisors12,417$4.43M0.2%-20113F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …12,210$4.35M0.06%+25013F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC12,128$4.32M0.25%+3313F-HRTimeline
Valeo Financial Advisors, LLC12,043$4.29M0.1%-42213F-HRTimeline
Linscomb Wealth, Inc.12,018$4.29M0.19%-46913F-HRTimeline
Empirical Financial Services, LLC d.b.a…11,966$4.27M0.07%+27213F-HRTimeline
OBSIDIAN CIO, LLC11,957$4.26M3.83%-37813F-HRTimeline
Next Capital Management LLC11,952$4.26M1.29%+413F-HRTimeline
PHILADELPHIA TRUST CO11,946$4.26M0.3%013F-HRTimeline
HFG Advisors, Inc.11,923$4.25M2.99%+14213F-HRTimeline
Intrua Financial, LLC11,901$4.24M0.45%-23713F-HRTimeline
Elk River Wealth Management LLC11,897$4.24M0.7%-29213F-HRTimeline
J.Safra Asset Management Corp11,792$4.2M0.23%+2713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP11,527$4.11M0.05%-77913F-HRTimeline
Harbour Capital Advisors, LLC10,480$4.08M0.78%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,420$4.07M0.12%013F-HRTimelineGroup
Crestwood Advisors Group, LLC11,418$4.07M0.07%-5713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…11,235$4.01M0.07%-17313F-HRTimelineGroup
Americana Partners, LLC10,961$3.91M0.1%+3113F-HRTimeline
Dakota Wealth Management10,848$3.87M0.08%-25613F-HR/ATimeline
CHERRYDALE WEALTH MANAGEMENT, LLC10,832$3.86M1.19%-50013F-HRTimeline
Corundum Group, Inc.10,723$3.82M1.28%+1,92513F-HRTimeline
Integrated Advisors Network LLC10,720$3.82M0.2%-9,73213F-HRTimeline
Trust Co of Tennessee10,664$3.8M0.71%new13F-HRTimeline
Plancorp, LLC10,188$3.79M0.11%-4113F-HRTimeline
Sentinel Advisory Group, LLC10,568$3.77M1.84%13F-HRTimeline
One Wealth Map LLC9,548$3.76M1.83%-39813F-HRTimeline
Connecticut Wealth Management, LLC10,527$3.75M0.16%+3,72413F-HRTimeline
Horizon Investment Services, LLC10,511$3.75M1.3%+18913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,431$3.72M0.13%+21213F-HRTimelineGroup
Northern Lights Advisors, Inc.10,400$3.71M2.51%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,374$3.7M0.02%013F-HRTimelineGroup
Belpointe Asset Management LLC10,354$3.69M0.13%+913F-HRTimeline
Cambridge Financial Group, LLC10,343$3.69M1.25%-1,41813F-HRTimeline
Lansing Street Advisors10,311$3.68M0.93%+2513F-HRTimeline
FSA WEALTH PARTNERS, INC.10,212$3.64M1.73%-43113F-HRTimeline
CONNABLE OFFICE INC10,208$3.64M0.36%+5,81013F-HRTimeline
Ullmann Wealth Partners Group, LLC10,189$3.63M0.38%+1,34313F-HRTimeline
Smartleaf Asset Management LLC10,409$3.61M0.13%+96013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC10,087$3.6M0.26%-60413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC10,031$3.58M0.23%+22713F-HRTimeline
MKD WEALTH COACHES, LLC10,022$3.57M3.52%-8513F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC9,888$3.53M1.23%-47213F-HRTimeline
MITCHELL SINKLER & STARR/PA9,875$3.52M1.63%+17513F-HRTimeline
Evensky & Katz LLC9,819$3.5M0.2%-10413F-HRTimeline
Mill Creek Capital Advisors, LLC9,694$3.46M0.07%+29813F-HRTimeline
IFP Advisors, Inc9,661$3.44M0.07%+95813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC9,636$3.44M0.07%-2513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC9,633$3.43M0.69%-33313F-HRTimeline
Cranbrook Wealth Management, LLC9,588$3.42M0.7%-8013F-HRTimeline