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Disclosery

IWB ISHARES TR

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ETF (fund)

1,346 managers (1,360 13F filers) reported a position in IWB shares at 2024-12-31, 100,574,860 shares in all. 72 filers opened a position and 45 filers sold out during the quarter.

Managers
1,346
13F filers
1,360
New
72
Added
395
Reduced
424
Sold out
45
Shares held by filers
100,574,860

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Apexium Financial, LP10,197$3.29M0.2%013F-HRTimeline
Lansing Street Advisors10,176$3.28M1.14%+3213F-HRTimeline
Rehmann Capital Advisory Group10,126$3.26M0.21%+12513F-HRTimeline
Scharf Investments, LLC10,113$3.26M0.1%+9,08313F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…10,004$3.22M0.64%-1,06313F-HRTimeline
Cranbrook Wealth Management, LLC9,983$3.22M0.75%-3913F-HRTimeline
Checchi Capital Advisers, LLC9,940$3.2M0.24%+14113F-HRTimeline
First Western Trust Bank9,933$3.2M0.15%-68413F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH9,926$3.2M0.94%-2,22313F-HRTimeline
JFG Wealth Management, LLC9,823$3.16M0.73%+2413F-HRTimeline
Plum Street Advisors, LLC9,793$3.15M1.56%-16313F-HRTimeline
One Wealth Map LLC9,387$3.1M1.88%-38413F-HRTimeline
DIVERSIFIED TRUST CO9,562$3.08M0.08%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …9,555$3.08M0.05%+12013F-HRTimelineGroup
GHP Investment Advisors, Inc.9,532$3.07M0.14%+313F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…9,408$3.03M0.01%+8,66213F-HRTimelineGroup
Ellis Investment Partners, LLC9,381$3.02M0.6%+4013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC9,292$2.99M0.24%-4013F-HRTimeline
Optivise Advisory Services LLC9,182$2.96M1.59%+3,29413F-HRTimeline
West Coast Financial LLC9,084$2.93M0.32%-19713F-HRTimeline
Security Financial Services, INC.8,967$2.89M0.59%+1713F-HRTimeline
Riverpoint Wealth Management Holdings, …8,951$2.88M0.75%-1,76913F-HRTimeline
One Wealth Advisors, LLC8,894$2.87M0.43%+5,32213F-HRTimeline
Manchester Capital Management LLC8,854$2.85M0.33%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC8,693$2.8M0.23%-613F-HRTimeline
Nadler Financial Group, Inc.8,662$2.79M0.29%-2,68513F-HRTimeline
Bear Mountain Capital, Inc.8,296$2.79M1.08%013F-HRTimeline
Sabal Trust CO8,607$2.77M0.16%013F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…8,604$2.77M0.23%013F-HRTimelineGroup
Retireful, LLC8,594$2.77M1.56%new13F-HRTimeline
IFP Advisors, Inc8,585$2.77M0.09%+28113F-HRTimeline
Vise Technologies, Inc.8,533$2.75M0.23%+5913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,522$2.75M0.02%+7013F-HRTimelineGroup
BEACON FINANCIAL GROUP8,444$2.72M0.29%-59113F-HRTimeline
Genesee Capital Advisors, LLC8,416$2.71M1.26%-23113F-HRTimeline
CERTUITY, LLC8,364$2.69M0.29%+113F-HRTimeline
Welch & Forbes LLC8,354$2.69M0.03%013F-HRTimeline
Broadview Financial Management, LLC8,334$2.68M1.92%-5713F-HRTimeline
MITCHELL SINKLER & STARR/PA8,300$2.67M0.71%+5513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,362$2.67M0.59%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,280$2.67M0.14%013F-HR/ATimeline
John W. Brooker & Co., CPAs8,270$2.66M1.15%-2013F-HRTimeline
CX Institutional8,213$2.65M0.11%+3,91513F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC8,195$2.64M1.25%-35013F-HRTimeline
Red Tortoise LLC8,081$2.6M1.36%-57213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC8,047$2.59M0.05%013F-HRTimeline
Wedmont Private Capital8,112$2.59M0.14%+18913F-HRTimeline
Kovack Advisors, Inc.7,942$2.56M0.25%+6013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.7,939$2.56M0.3%-2013F-HRTimeline
SMITH, MOORE & CO.7,932$2.56M0.23%-10513F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …7,916$2.55M0.55%+34813F-HRTimeline
TFC Financial Management, Inc.7,764$2.5M0.4%-16013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC7,748$2.5M<0.01%-20,80413F-HRTimelineGroup
Gotham Asset Management, LLC7,625$2.46M0.02%new13F-HRTimeline
Gryphon Financial Partners LLC7,603$2.45M0.35%+6,77313F-HRTimeline
Cassady Schiller Wealth Management, LLC7,574$2.44M0.9%-913F-HRTimeline
Acropolis Investment Management, LLC7,558$2.43M0.14%+20613F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp7,542$2.43M0.01%-40913F-HRTimelineGroup
Gemmer Asset Management LLC7,531$2.43M0.24%-4713F-HRTimeline
McNamara Financial Services, Inc.7,429$2.39M0.56%-48313F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding7,413$2.39M-1,681Timeline
Cornerstone Advisory, LLC7,093$2.38M0.27%+1,40313F-HRTimeline
Brand Asset Management Group, Inc.7,398$2.38M0.97%013F-HRTimeline
Crestwood Advisors Group, LLC7,368$2.37M0.04%+2,18713F-HRTimeline
SAGE FINANCIAL GROUP INC7,367$2.37M0.19%013F-HRTimeline
Farther Finance Advisors, LLC7,342$2.37M0.09%+95313F-HRTimeline
Alpha Cubed Investments, LLC7,314$2.36M0.11%+9813F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC7,282$2.35M0.92%013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding7,306$2.34M+2,488Timeline
Capital International Investorsin group Capital International Investo…7,219$2.33M<0.01%+5,58813F-HRTimelineGroup
ROSENBLUM SILVERMAN SUTTON S F INC /CA7,211$2.32M0.58%-2013F-HRTimeline
Eagle Bay Advisors LLC7,198$2.32M1.46%-32013F-HRTimeline
Advisor Resource Council7,178$2.31M1.66%new13F-HRTimeline
WOLVERINE TRADING, LLC7,148$2.31M0.05%+5,85813F-HRTimeline
Joel Isaacson & Co., LLC7,143$2.3M0.1%+1,65613F-HRTimeline
CFM WEALTH PARTNERS LLC7,135$2.3M0.39%-1,32313F-HRTimeline
WealthTrust Asset Management, LLC7,117$2.29M1.65%+2,25013F-HRTimeline
Atria Investments, Inc7,067$2.28M0.03%+4,58813F-HRTimeline
LANDAAS & CO /WI /ADV7,047$2.27M0.63%+31513F-HRTimeline
HANCOCK WHITNEY CORP6,998$2.25M0.07%+3,15713F-HRTimeline
ZWJ INVESTMENT COUNSEL INC6,982$2.25M0.09%013F-HRTimeline
Finley Financial, LLC6,885$2.25M1.17%13F-HRTimeline
Quantum Portfolio Management LLC6,962$2.24M1.2%-35813F-HRTimeline
Steward Partners Investment Advisory, L…6,933$2.23M0.02%+19213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,918$2.23M0.17%-2,55413F-HRTimelineGroup
ARK & TLK INVESTMENTS, LLC6,912$2.23M0.77%+413F-HRTimeline
TSFG, LLC6,911$2.23M0.46%-4613F-HRTimeline
Foundation Wealth Management, LLC\PA6,899$2.22M1.08%13F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC6,859$2.21M0.59%-8313F-HRTimeline
Everhart Financial Group, Inc.6,833$2.2M0.45%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC6,765$2.18M0.02%+2,06313F-HRTimeline
MYCIO WEALTH PARTNERS, LLC6,761$2.18M0.52%-78213F-HRTimeline
HUB Investment Partners, LLC6,757$2.18M0.09%-30013F-HRTimeline
Dorsey & Whitney Trust CO LLC6,737$2.17M0.12%+16613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,719$2.16M0.04%-11713F-HR/ATimelineGroup
WEBSTER BANK, N. A.6,697$2.16M0.23%013F-HRTimeline
Parallel Advisors, LLC6,690$2.16M0.05%+1013F-HRTimeline
Sellwood Investment Partners LLC6,690$2.16M1.16%13F-HRTimeline
Hoxton Planning & Management, LLC6,654$2.14M0.82%-4013F-HRTimeline
SOL Capital Management CO6,586$2.12M0.24%+2,05013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,571$2.12M0.29%013F-HRTimeline
Mutual Advisors, LLC6,415$2.09M0.06%+45413F-HRTimeline
GenWealth Group, Inc.6,403$2.06M0.47%-21213F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding6,378$2.05M+5,543Timeline
LEE DANNER & BASS INC6,345$2.04M0.16%-85013F-HRTimeline
Vertex Planning Partners, LLC6,325$2.04M0.45%013F-HRTimeline
Investors Research Corp6,294$2.03M0.45%-12513F-HRTimeline
NorthCrest Asset Manangement, LLC6,185$1.99M0.06%+32713F-HR/ATimeline
Blue Barn Wealth, LLC6,146$1.98M1.04%-23013F-HRTimeline
Clayton Financial Group LLC6,139$1.98M0.71%-56713F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,130$1.97M0.05%+40713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,128$1.97M0.06%-8913F-HRTimelineGroup
Rossmore Private Capital6,095$1.96M0.24%-5013F-HRTimeline
Mesirow Financial Investment Management…6,060$1.95M0.04%+2,19113F-HRTimeline
River Wealth Advisors LLC6,019$1.94M0.26%+3913F-HRTimeline
Bawa N Mallick Trust5,960$1.92M0.84%13F-HRTimeline
GenTrust, LLC5,942$1.91M0.08%013F-HRTimeline
Ardent Capital Management, Inc.5,929$1.91M0.87%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,892$1.9M0.69%-11213F-HRTimeline
Coastline Trust Co5,807$1.87M0.22%+1513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Paul R. Ried Financial Group, LLC5,784$1.86M1.31%13F-HRTimeline
Smithfield Trust Co5,778$1.86M0.09%013F-HRTimeline
CAPITAL CITY TRUST CO/FL5,763$1.86M0.46%-43113F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV5,760$1.86M0.57%-3713F-HRTimeline
ADE, LLC5,698$1.84M1.13%-1513F-HRTimeline
Summit Financial, LLC5,694$1.83M0.06%-3613F-HRTimeline
Asset Dedication, LLC5,655$1.82M0.14%+16113F-HRTimeline
Carrera Capital Advisors5,627$1.81M0.42%+1813F-HRTimeline
Auour Investments LLC5,452$1.81M0.63%013F-HRTimeline
First Business Financial Services, Inc.5,578$1.8M0.18%013F-HRTimeline
Graypoint LLC5,568$1.79M0.11%-6913F-HRTimeline
Vision Capital Management, Inc.5,559$1.79M0.26%-513F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC5,696$1.79M1.2%013F-HRTimeline
Westshore Wealth, LLC5,545$1.79M0.72%-1113F-HRTimeline
Simmons Bankin group Simmons Bank5,471$1.76M0.13%-1513F-HRTimelineGroup
Mayflower Financial Advisors, LLC5,460$1.76M0.26%+1613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,417$1.75M0.12%+2313F-HRTimelineGroup
Allegheny Financial Group5,390$1.74M0.45%+6713F-HRTimeline
James J. Burns & Company, LLC5,360$1.73M0.3%-71913F-HRTimeline
SC&H Financial Advisors, Inc.5,266$1.7M0.35%+313F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC5,239$1.69M0.4%-113F-HRTimeline
Talisman Wealth Advisors LLC5,214$1.68M1.78%+513F-HRTimeline
Headlands Technologies LLC5,200$1.68M0.17%+5,18513F-HRTimeline
Fairhaven Wealth Management, LLC5,182$1.67M0.52%013F-HRTimeline
CoreCap Advisors, LLC5,156$1.66M0.08%+27513F-HRTimeline
Legacy Edge Advisors, LLC5,130$1.66M0.26%-3113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,142$1.66M0.03%+1,41613F-HRTimeline
Montecito Bank & Trust5,124$1.65M0.29%-1,63513F-HRTimeline
Argent Trust Co5,117$1.65M0.07%-24913F-HRTimeline
Sharkey, Howes & Javer5,111$1.65M0.23%013F-HRTimeline
Parisi Gray Wealth Management5,076$1.64M0.52%-8413F-HRTimeline
Morton Capital Management LLC/CA5,035$1.62M0.31%-3013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,033$1.62M<0.01%+90813F-HRTimelineGroup
Dynamic Advisor Solutions LLC5,020$1.62M0.07%-87,40913F-HRTimeline
Adero Partners, LLC4,991$1.61M0.1%013F-HRTimeline
Truepoint, Inc.4,981$1.6M0.04%+61713F-HRTimeline
Sightline Wealth Advisors, LLC4,963$1.6M0.86%+713F-HRTimeline
Cypress Wealth Services, LLC4,960$1.6M0.32%013F-HRTimeline
WESBANCO BANK INC4,937$1.59M0.05%+2413F-HRTimeline
Patten Group, Inc.4,898$1.58M0.35%+1713F-HRTimeline
Cambridge Financial Group, LLC4,868$1.57M0.67%+11413F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group4,843$1.56M0.19%-7513F-HRTimelineGroup
W.H. Cornerstone Investments Inc.4,827$1.55M1.04%+1,25113F-HRTimeline
J.W. COLE ADVISORS, INC.4,811$1.55M0.06%+14913F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC4,810$1.55M0.69%013F-HRTimeline
Arkadios Wealth Advisors4,807$1.55M0.08%-5,75913F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC4,802$1.55M0.86%+4,16213F-HRTimeline
Annex Advisory Services, LLC4,798$1.55M0.05%+3,52513F-HRTimeline
KM Capital Management Ltd.4,763$1.53M0.79%013F-HRTimeline
Snowden Capital Advisors LLC4,741$1.53M0.05%new13F-HRTimeline
Certified Advisory Corp4,702$1.51M0.16%-3613F-HRTimeline
NewEdge Wealth, LLC4,650$1.5M0.03%-5713F-HRTimeline
CW Advisors, LLC4,636$1.49M0.02%+2,18513F-HRTimeline
LBJ Family Wealth Advisors, Ltd.4,608$1.49M0.89%+1113F-HR/ATimeline
FIRST FINANCIAL CORP /IN/4,597$1.48M0.69%013F-HRTimeline
EQ LLC4,594$1.48M0.7%+113F-HRTimeline
Cadence Bank4,581$1.48M0.1%013F-HRTimeline
Fisher Asset Management, LLC4,570$1.47M<0.01%+1,58313F-HRTimeline
Stordahl Capital Management, Inc.4,540$1.46M0.35%-2013F-HRTimeline
Frank, Rimerman Advisors LLC4,535$1.46M0.11%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC4,525$1.46M0.29%-9513F-HRTimeline
CFS Investment Advisory Services, LLC4,523$1.46M0.13%-2513F-HRTimeline
17 CAPITAL PARTNERS, LLC4,386$1.41M0.89%+10213F-HRTimeline
FINANCIAL COUNSELORS INC4,357$1.4M0.02%-3813F-HRTimeline
Rockwood Wealth Management, LLC4,340$1.4M0.15%013F-HRTimeline
Landmark Wealth Management, LLC4,338$1.4M0.62%-4513F-HRTimeline
Advisors Capital Management, LLC4,318$1.39M0.02%+2213F-HRTimeline
EQUITABLE TRUST CO4,317$1.39M0.08%013F-HRTimeline
Foundations Investment Advisors, LLC4,305$1.39M0.03%+3,33313F-HRTimeline
Objective Capital Management, LLC4,275$1.38M0.92%-25913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,221$1.36M0.07%013F-HRTimeline
Callan Family Office, LLC4,213$1.36M0.09%013F-HRTimeline
Meridian Wealth Management, LLC4,200$1.35M0.06%-1113F-HRTimeline
TWO SIGMA SECURITIES, LLC4,200$1.35M0.25%-12,92213F-HRTimeline
Vishria Bird Financial Group, LLC4,182$1.35M0.47%013F-HRTimeline
Philip James Wealth Mangement, LLC4,047$1.3M0.17%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC4,043$1.3M0.97%013F-HRTimeline
Neumann Capital Management, LLC4,013$1.29M0.43%-3413F-HRTimeline
Heritage Wealth Advisors4,010$1.29M0.06%013F-HRTimeline
Ellevest, Inc.3,981$1.28M0.07%013F-HRTimeline