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Disclosery

IWB ISHARES TR

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ETF (fund)

1,536 managers (1,556 13F filers) reported a position in IWB shares at 2026-06-30, 95,842,256 shares in all. 118 filers opened a position and 40 filers sold out during the quarter.

Managers
1,536
13F filers
1,556
New
118
Added
374
Reduced
569
Sold out
40
Shares held by filers
95,842,256

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
AE Wealth Management LLC9,739$3.99M0.02%+2,37813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC9,636$3.95M0.07%013F-HRTimeline
BIP Wealth, LLC9,617$3.94M0.11%+7,69213F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH9,565$3.92M0.85%+113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC9,543$3.91M0.22%-48813F-HRTimeline
Haverford Trust Co9,541$3.91M0.03%013F-HRTimeline
Kera Capital Partners, Inc.9,513$3.9M0.38%+11213F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA9,506$3.89M0.94%+73113F-HRTimeline
MEMBERS WEALTH LLC9,497$3.89M2.13%+1,06613F-HRTimeline
OBSIDIAN CIO, LLC9,469$3.88M2.88%-2,48813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC9,446$3.87M0.64%-18713F-HRTimeline
Ellis Investment Partners, LLC9,358$3.83M0.58%+34513F-HRTimeline
StoryOne LLC9,116$3.73M1.76%+9,11613F-HRTimeline
Ashford Advisors, LLC9,105$3.73M0.77%013F-HRTimeline
Welch & Forbes LLC9,037$3.7M0.04%013F-HRTimeline
LMCG INVESTMENTS, LLC8,998$3.68M0.2%-27513F-HRTimeline
Cambridge Financial Group, LLC8,962$3.67M1.16%-1,38113F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV8,870$3.63M0.27%-13613F-HRTimeline
Mutual Advisors, LLC8,717$3.57M0.07%-4313F-HRTimeline
GHP Investment Advisors, Inc.8,654$3.54M0.13%+113F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…8,497$3.48M0.01%-23513F-HRTimelineGroup
First Western Trust Bank8,476$3.47M0.17%+1,75713F-HRTimeline
Security Financial Services, INC.8,474$3.47M0.48%-16713F-HRTimeline
Prime Capital Investment Advisors, LLC8,447$3.46M0.03%+1,43713F-HRTimeline
LCW Services, LLC8,433$3.45M1.5%-913F-HRTimeline
Orion Porfolio Solutions, LLC8,388$3.43M0.03%-10,15213F-HRTimeline
KM Capital Management Ltd.8,365$3.43M1.61%new13F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.8,364$3.43M2.8%+13813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO8,344$3.42M<0.01%-1,21513F-HRTimelineGroup
Bear Mountain Capital, Inc.8,296$3.41M0.99%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC8,324$3.41M0.01%new13F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC8,312$3.4M0.39%013F-HRTimeline
Cranbrook Wealth Management, LLC8,229$3.37M0.63%-1,35913F-HRTimeline
SMITH, MOORE & CO.8,202$3.36M0.22%-9713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding8,296$3.36M+3,618Timeline
Cornerstone Advisory, LLC8,151$3.34M0.28%+813F-HRTimeline
Arkadios Wealth Advisors8,074$3.31M0.05%+34113F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,066$3.3M0.14%-5813F-HRTimeline
IFP Advisors, Inc8,043$3.29M0.06%-1,61813F-HRTimeline
Fragasso Financial Advisors Inc8,035$3.29M0.18%+213F-HRTimeline
CERTUITY, LLC7,959$3.26M0.16%+113F-HRTimeline
Topel & Distasi Wealth Management, LLC7,934$3.25M1.57%-1913F-HRTimeline
Prosperity Consulting Group, LLC7,785$3.19M0.12%+1,38113F-HRTimeline
Selby Wealth Management, LLC7,785$3.19M1.13%013F-HRTimeline
TFC Financial Management, Inc.7,765$3.18M0.35%013F-HRTimeline
Steward Partners Investment Advisory, L…7,756$3.18M0.02%+1,34013F-HRTimeline
GTS SECURITIES LLC7,709$3.16M0.07%-24,03013F-HRTimeline
Riverpoint Wealth Management Holdings, …7,675$3.14M0.58%+1613F-HRTimeline
Parallel Advisors, LLC7,630$3.12M0.05%+81713F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC7,625$3.12M1.12%-10013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,609$3.12M0.11%-1,55113F-HRTimelineGroup
Center for Wealth Management Advisory7,599$3.11M1.95%-6413F-HRTimeline
Acropolis Investment Management, LLC7,558$3.1M0.12%013F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC7,540$3.09M0.01%+2,24213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…7,533$3.09M<0.01%+85713F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC7,348$3.01M0.04%013F-HRTimeline
Johnson Financial Group, LLC7,342$3.01M0.16%+1113F-HRTimeline
Box Hill Private Wealth LLC7,296$2.99M2.4%+33113F-HRTimeline
Zhang Financial LLC7,265$2.98M0.09%013F-HRTimeline
Kovack Advisors, Inc.7,198$2.94M0.14%-7813F-HRTimeline
Gryphon Financial Partners LLC7,159$2.93M0.26%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,145$2.93M0.02%-14,52313F-HR/ATimeline
CASTLE WEALTH MANAGEMENT LLC7,143$2.93M0.87%-4913F-HRTimeline
BigSur Wealth Management LLC7,100$2.91M0.7%013F-HRTimeline
Gemmer Asset Management LLC7,099$2.91M0.2%013F-HRTimeline
SAGE FINANCIAL GROUP INC7,083$2.9M0.16%-8013F-HRTimeline
Brand Asset Management Group, Inc.7,074$2.9M0.64%-10513F-HRTimeline
DWR WEALTH MANAGEMENT, LLC7,117$2.89M2.16%013F-HRTimeline
Foundation Wealth Management, LLC\PA6,979$2.86M0.86%013F-HRTimeline
BEACON FINANCIAL GROUP6,916$2.83M0.26%-87913F-HRTimeline
Accredited Investors Inc.6,915$2.83M0.12%-92313F-HRTimeline
Atria Investments, Inc6,912$2.83M0.03%+2,95913F-HRTimeline
Capital Investment Management, Inc.6,883$2.82M0.86%-53413F-HRTimeline
Fulton Bank, N.A.6,881$2.82M0.09%-56713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,880$2.82M0.29%013F-HRTimeline
Lutz Financial Services LLC6,880$2.82M0.17%-27613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,849$2.8M0.23%+85713F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC6,843$2.8M0.24%new13F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC6,802$2.79M0.41%013F-HRTimeline
McNamara Financial Services, Inc.6,785$2.78M0.48%+3513F-HRTimeline
WEBSTER BANK, N. A.6,752$2.76M0.24%-7513F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC6,753$2.76M<0.01%+4,10913F-HRTimelineGroup
CFM WEALTH PARTNERS LLC6,745$2.76M0.35%-7213F-HRTimeline
Retirement Planning Group, LLC6,712$2.75M0.07%-2,32713F-HRTimeline
Sellwood Investment Partners LLC6,690$2.74M0.97%013F-HRTimeline
Global Retirement Partners, LLC6,668$2.73M0.04%13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,644$2.72M0.26%013F-HRTimeline
Wick Capital Partners, LLC6,564$2.69M0.41%+3213F-HRTimeline
TSA Wealth Managment LLC6,552$2.68M0.76%-5613F-HRTimeline
Gladstone Institutional Advisory LLC6,483$2.65M0.08%+4,17513F-HRTimeline
LANDAAS & CO /WI /ADV6,476$2.65M0.48%013F-HRTimeline
Asset Dedication, LLC6,475$2.65M0.17%+38213F-HRTimeline
Eagle Bay Advisors LLC6,473$2.65M1.98%013F-HRTimeline
Mayflower Financial Advisors, LLC6,413$2.63M0.23%-49513F-HRTimeline
ZWJ INVESTMENT COUNSEL INC6,372$2.61M0.08%-36013F-HRTimeline
Broadview Financial Management, LLC6,370$2.61M1.59%+1013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…6,370$2.61M0.01%-2,24513F-HRTimeline
Savvy Advisors, Inc.6,360$2.6M0.06%+1,70413F-HRTimeline
River Wealth Advisors LLC6,359$2.6M0.27%-3913F-HR/ATimeline
Joel Isaacson & Co., LLC6,328$2.59M0.08%-50013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,319$2.59M0.04%+97113F-HRTimeline
Genesee Capital Advisors, LLC6,290$2.58M0.81%-10413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,275$2.57M0.13%-4213F-HRTimelineGroup
Summit Financial, LLC6,258$2.56M0.03%+13413F-HRTimeline
D.A. DAVIDSON & CO.6,236$2.55M0.01%-5513F-HRTimeline
GenWealth Group, Inc.6,229$2.55M0.4%-5813F-HRTimeline
SVB WEALTH LLC6,211$2.54M0.16%-2,48413F-HRTimeline
Sightline Wealth Advisors, LLC6,209$2.54M0.93%-14113F-HRTimeline
Allegheny Financial Group6,195$2.54M0.27%-24713F-HRTimeline
HighPoint Advisor Group LLC6,191$2.54M0.09%+213F-HRTimeline
Vision Capital Management, Inc.6,146$2.52M0.29%013F-HRTimeline
Nadler Financial Group, Inc.6,111$2.5M0.21%-32513F-HRTimeline
Rossmore Private Capital6,095$2.5M0.2%013F-HRTimeline
NorthCrest Asset Manangement, LLC6,019$2.48M0.06%+17513F-HRTimeline
Plum Street Advisors, LLC6,043$2.47M0.79%-1,50113F-HRTimeline
Foundations Investment Advisors, LLC6,008$2.46M0.03%+15413F-HRTimeline
ZENITH SOLUTIONS, INC.5,998$2.46M2.23%13F-HRTimeline
Smithfield Trust Co5,967$2.44M0.1%013F-HRTimeline
Bawa N Mallick Trust5,960$2.44M0.79%013F-HRTimeline
Scharf Investments, LLC5,956$2.44M0.08%+1,66113F-HRTimeline
GenTrust, LLC5,942$2.43M0.09%013F-HRTimeline
Mesirow Financial Investment Management…5,923$2.43M0.04%+1013F-HRTimeline
CAPITAL CITY TRUST CO/FL5,884$2.41M0.5%+7913F-HRTimeline
Truepoint, Inc.5,858$2.4M0.05%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,792$2.37M<0.01%-23913F-HRTimelineGroup
Horst & Graben Wealth Management LLC5,797$2.37M0.31%-1113F-HRTimeline
One Wealth Advisors, LLC5,784$2.37M0.26%-26313F-HRTimeline
Manchester Capital Management LLC5,780$2.37M0.31%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.5,779$2.37M0.21%013F-HRTimeline
Berman McAleer LLC5,769$2.36M0.27%-5013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC5,709$2.34M0.37%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,702$2.33M0.03%-1,08313F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC5,657$2.32M0.11%-18613F-HRTimeline
Auour Investments LLC5,537$2.27M0.65%+8813F-HRTimeline
Meramec Financial Planners, LLC5,602$2.27M0.83%+813F-HRTimeline
Almanack Investment Partners, LLC.5,513$2.26M0.29%+3,78113F-HRTimeline
Capital Asset Advisory Services LLC5,510$2.26M0.08%-12913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,510$2.26M0.04%new13F-HRTimeline
ADE, LLC5,487$2.25M0.95%-1913F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,468$2.24M0.72%-16813F-HRTimeline
Layline Advisors, LLC5,457$2.23M2%+15013F-HRTimeline
TSFG, LLC5,447$2.23M0.28%-1413F-HRTimeline
Ardent Capital Management, Inc.5,427$2.22M0.92%-47513F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp5,388$2.21M0.01%-2,15413F-HRTimelineGroup
Nemes Rush Group LLC5,382$2.2M0.18%+113F-HRTimeline
Aspen Investment Management Inc5,369$2.2M0.59%-2013F-HRTimeline
SC&H Financial Advisors, Inc.5,280$2.16M0.29%+213F-HRTimeline
Headlands Technologies LLC5,231$2.14M0.23%013F-HRTimeline
Talisman Wealth Advisors LLC5,223$2.14M1.59%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,407$2.14M0.03%+24513F-HRTimeline
Keebeck Wealth Management5,201$2.13M0.21%-6213F-HRTimeline
AVISO WEALTH MANAGEMENT5,200$2.13M0.73%013F-HRTimeline
EASTERN BANK5,194$2.13M0.03%+3,26713F-HRTimeline
Lunt Capital Management, Inc.5,193$2.13M0.78%013F-HRTimeline
Kingsview Wealth Management, LLC5,178$2.12M0.03%-13113F-HRTimeline
Asempa Wealth Advisors5,169$2.12M1.61%-313F-HRTimeline
Livet Wealth, LLC5,153$2.11M1.22%+413F-HRTimeline
Ausdal Financial Partners, Inc.5,144$2.11M0.08%-17513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC5,127$2.1M0.03%-91913F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC5,120$2.1M0.42%-11913F-HRTimeline
Landmark Wealth Management, LLC5,110$2.09M0.5%-1113F-HRTimeline
Carrera Capital Advisors5,088$2.08M0.31%+1113F-HRTimeline
Crestmont Private Wealth LLC5,078$2.08M0.58%+33613F-HRTimeline
Morton Capital Management LLC/CA5,039$2.06M0.28%+30913F-HRTimeline
Simmons Bankin group Simmons Bank4,989$2.04M0.12%-7113F-HRTimelineGroup
VestGen Advisors, LLC4,950$2.03M0.06%-20413F-HRTimeline
Fisher Asset Management, LLC4,924$2.02M<0.01%-13513F-HRTimeline
Cypress Wealth Services, LLC4,911$2.01M0.25%-45313F-HRTimeline
Focus Financial Network, Inc.4,867$1.99M0.06%-32213F-HRTimeline
WESBANCO BANK INC4,866$1.99M0.05%-313F-HRTimeline
Detalus Advisors, LLC4,852$1.99M0.39%-18613F-HRTimeline
Paul R. Ried Financial Group, LLC4,832$1.98M0.86%-91113F-HRTimeline
Facet Wealth, Inc.4,818$1.97M0.03%+1,36413F-HRTimeline
17 CAPITAL PARTNERS, LLC4,797$1.96M0.89%+25613F-HRTimeline
Westmount Partners, LLC4,776$1.96M0.43%-4313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC4,774$1.95M0.19%+24013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC4,773$1.95M1.74%013F-HRTimeline
Argent Trust Co4,772$1.95M0.06%013F-HRTimeline
Legacy Edge Advisors, LLC4,763$1.95M0.18%013F-HR/ATimeline
TIEMANN INVESTMENT ADVISORS, LLC4,760$1.95M0.71%-5013F-HRTimeline
Wedmont Private Capital4,708$1.94M0.05%+67213F-HRTimeline
Procyon Advisors, LLC4,748$1.94M0.08%+15213F-HRTimeline
Finley Financial, LLC4,745$1.94M0.78%-22013F-HRTimeline
Greenspring Advisors, LLC4,722$1.93M0.11%-5013F-HRTimeline
Advisors Capital Management, LLC4,664$1.91M0.02%-7213F-HRTimeline
Hoxton Planning & Management, LLC4,643$1.9M0.5%-14013F-HRTimeline
LBJ Family Wealth Advisors, Ltd.4,662$1.89M0.97%+713F-HRTimeline
Parisi Gray Wealth Management4,621$1.89M0.39%-10413F-HRTimeline
Range Advisory, LLC4,612$1.89M0.22%+41513F-HRTimeline
FIRST FINANCIAL CORP /IN/4,597$1.88M0.65%013F-HRTimeline
Roundview Capital LLC4,570$1.87M0.1%013F-HRTimeline
Advisor Resource Council4,539$1.86M0.62%013F-HRTimeline
Frank, Rimerman Advisors LLC4,535$1.86M0.11%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,528$1.85M0.01%013F-HRTimelineGroup
GRANDFIELD & DODD, LLC4,523$1.85M0.1%013F-HRTimeline
Sharkey, Howes & Javer4,517$1.85M0.22%-21013F-HRTimeline
MidFirst Bank4,504$1.84M0.13%013F-HRTimeline
EQ LLC4,467$1.83M0.45%-22913F-HRTimeline
Indivisible Partners4,458$1.83M0.1%+1,70713F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…4,422$1.81M1.22%-7713F-HRTimeline