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Disclosery

IWB ISHARES TR

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ETF (fund)

1,333 managers (1,345 13F filers) reported a position in IWB shares at 2025-03-31, 97,779,994 shares in all. 73 filers opened a position and 76 filers sold out during the quarter.

Managers
1,333
13F filers
1,345
New
73
Added
411
Reduced
450
Sold out
76
Shares held by filers
97,779,994

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GUARDIAN WEALTH ADVISORS, LLC / NC9,289$2.85M0.23%-313F-HRTimeline
BEACON FINANCIAL GROUP9,282$2.85M0.31%+83813F-HRTimeline
JFG Wealth Management, LLC9,177$2.81M0.64%-64613F-HRTimeline
Genesee Capital Advisors, LLC9,165$2.81M1.41%+74913F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…9,108$2.79M0.01%-30013F-HRTimelineGroup
Ashford Advisors, LLC9,105$2.79M0.7%new13F-HRTimeline
West Coast Financial LLC9,084$2.79M0.32%013F-HRTimeline
MITCHELL SINKLER & STARR/PA9,010$2.76M0.77%+71013F-HRTimeline
Riverpoint Wealth Management Holdings, …8,976$2.75M0.71%+2513F-HRTimeline
Security Financial Services, INC.8,900$2.73M0.54%-6713F-HRTimeline
GHP Investment Advisors, Inc.8,872$2.72M0.13%-66013F-HRTimeline
Wealth Architects, LLC8,731$2.68M0.3%+5,61013F-HR/ATimeline
One Wealth Map LLC9,447$2.66M1.77%+6013F-HRTimeline
Sabal Trust CO8,607$2.64M0.15%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC8,552$2.62M0.22%-14113F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding8,438$2.59M+1,025Timeline
Broadview Financial Management, LLC8,324$2.55M1.9%-1013F-HRTimeline
Corundum Group, Inc.8,312$2.55M1.22%-7,54713F-HRTimeline
Cornerstone Advisory, LLC8,261$2.54M0.3%+1,16813F-HRTimeline
John W. Brooker & Co., CPAs8,270$2.54M1.05%013F-HRTimeline
Crestwood Advisors Group, LLC8,265$2.54M0.05%+89713F-HRTimeline
Nadler Financial Group, Inc.8,262$2.53M0.28%-40013F-HRTimeline
Bear Mountain Capital, Inc.8,296$2.52M0.98%013F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC8,195$2.51M1.24%013F-HRTimeline
IFP Advisors, Inc8,190$2.51M0.08%-39513F-HRTimeline
Welch & Forbes LLC8,164$2.5M0.03%-19013F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,127$2.49M0.15%-15313F-HRTimeline
Red Tortoise LLC8,099$2.48M1.3%+1813F-HRTimeline
CERTUITY, LLC7,980$2.45M0.26%-38413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…7,977$2.45M<0.01%+7,16113F-HRTimelineGroup
FINANCIAL COUNSELORS INC7,927$2.43M0.04%+3,57013F-HRTimeline
SMITH, MOORE & CO.7,884$2.42M0.22%-4813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …7,878$2.42M0.5%-3813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC7,857$2.41M0.05%-19013F-HRTimeline
Kovack Advisors, Inc.7,854$2.41M0.26%-8813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,362$2.41M0.52%013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding8,137$2.4M+831Timeline
Farther Finance Advisors, LLC7,786$2.4M0.06%+44413F-HRTimeline
TFC Financial Management, Inc.7,764$2.38M0.36%013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC7,748$2.38M<0.01%013F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.7,639$2.34M0.3%-30013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7,632$2.34M0.01%+2,59913F-HRTimelineGroup
Gotham Asset Management, LLC7,625$2.34M0.02%013F-HRTimeline
Acropolis Investment Management, LLC7,558$2.32M0.14%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp7,542$2.31M0.01%013F-HRTimelineGroup
MEMBERS WEALTH LLC7,530$2.31M1.74%+5,89413F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA7,529$2.31M0.64%+31813F-HRTimeline
Gemmer Asset Management LLC7,500$2.3M0.23%-3113F-HRTimeline
SOL Capital Management CO7,486$2.3M0.25%+90013F-HRTimeline
Gryphon Financial Partners LLC7,403$2.27M0.33%-20013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …7,390$2.27M<0.01%new13F-HRTimelineGroup
Wick Capital Partners, LLC7,376$2.26M0.68%+3,44913F-HRTimeline
Brand Asset Management Group, Inc.7,372$2.26M0.94%-2613F-HRTimeline
SAGE FINANCIAL GROUP INC7,367$2.26M0.18%013F-HRTimeline
Hoxton Planning & Management, LLC7,328$2.25M0.86%+67413F-HRTimeline
McNamara Financial Services, Inc.7,288$2.24M0.48%-14113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC7,282$2.23M0.87%013F-HRTimeline
TOWNSQUARE CAPITAL LLC7,186$2.2M0.02%+42113F-HRTimeline
CFM WEALTH PARTNERS LLC7,183$2.2M0.39%+4813F-HRTimeline
Joel Isaacson & Co., LLC7,148$2.19M0.1%+513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC7,124$2.19M0.02%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.7,057$2.16M0.07%+2,24613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO7,026$2.16M<0.01%-39,23313F-HR/ATimelineGroup
Mutual Advisors, LLC7,091$2.14M0.06%+67613F-HRTimeline
Steward Partners Investment Advisory, L…6,984$2.14M0.02%+5113F-HRTimeline
ZWJ INVESTMENT COUNSEL INC6,982$2.14M0.09%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC6,915$2.12M0.75%+313F-HRTimeline
Foundation Wealth Management, LLC\PA6,899$2.12M1.01%013F-HRTimeline
Mayflower Financial Advisors, LLC6,891$2.11M0.32%+1,43113F-HRTimeline
Alpha Cubed Investments, LLC6,882$2.11M0.09%-43213F-HRTimeline
LANDAAS & CO /WI /ADV6,860$2.1M0.58%-18713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC6,859$2.1M0.5%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,836$2.1M0.03%+11713F-HRTimelineGroup
HUB Investment Partners, LLC6,822$2.09M0.08%+6513F-HRTimeline
Advisor Resource Council6,822$2.08M0.17%-35613F-HRTimeline
Eagle Bay Advisors LLC6,773$2.08M1.76%-42513F-HRTimeline
Parallel Advisors, LLC6,699$2.05M0.05%+913F-HRTimeline
WEBSTER BANK, N. A.6,697$2.05M0.23%013F-HRTimeline
Sellwood Investment Partners LLC6,690$2.05M1.07%013F-HRTimeline
Dorsey & Whitney Trust CO LLC6,663$2.04M0.12%-7413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,571$2.02M0.27%013F-HRTimeline
Finley Financial, LLC6,585$2M1.12%-30013F-HRTimeline
Prime Capital Investment Advisors, LLC6,481$1.99M0.02%+2,57913F-HRTimeline
Cypress Wealth Services, LLC6,478$1.99M0.4%+1,51813F-HRTimeline
One Wealth Advisors, LLC6,461$1.98M0.3%-2,43313F-HRTimeline
GenWealth Group, Inc.6,401$1.96M0.43%-213F-HRTimeline
MYCIO WEALTH PARTNERS, LLC6,363$1.95M0.46%-39813F-HRTimeline
Mesirow Financial Investment Management…6,350$1.95M0.04%+29013F-HRTimeline
Zhang Financial LLC6,334$1.94M0.1%+4,47813F-HRTimeline
Vertex Planning Partners, LLC6,325$1.94M0.42%013F-HRTimeline
LEE DANNER & BASS INC6,295$1.93M0.16%-5013F-HRTimeline
NorthCrest Asset Manangement, LLC6,217$1.91M0.06%+3213F-HRTimeline
Clayton Financial Group LLC6,208$1.9M0.7%+6913F-HRTimeline
Optivise Advisory Services LLC6,199$1.9M1.07%-2,98313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,175$1.89M0.14%+75813F-HRTimelineGroup
Investors Research Corp6,153$1.89M0.41%-14113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,144$1.88M0.06%+1613F-HRTimelineGroup
Rossmore Private Capital6,095$1.87M0.23%013F-HRTimeline
TSFG, LLC6,077$1.86M0.38%-83413F-HRTimeline
River Wealth Advisors LLC6,019$1.85M0.26%013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC5,696$1.84M1.23%013F-HRTimeline
Bawa N Mallick Trust5,960$1.83M0.87%013F-HRTimeline
HANCOCK WHITNEY CORP5,956$1.83M0.06%-1,04213F-HRTimeline
GenTrust, LLC5,942$1.82M0.09%013F-HRTimeline
Ardent Capital Management, Inc.5,929$1.82M0.79%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,904$1.81M0.7%+1213F-HRTimeline
Truepoint, Inc.5,874$1.8M0.05%+89313F-HRTimeline
Next Capital Management LLC5,845$1.79M0.86%-7,21313F-HRTimeline
Coastline Trust Co5,807$1.78M0.22%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Paul R. Ried Financial Group, LLC5,784$1.77M1.24%013F-HRTimeline
Smithfield Trust Co5,778$1.77M0.09%013F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV5,771$1.77M0.56%+1113F-HRTimeline
CAPITAL CITY TRUST CO/FL5,763$1.77M0.48%013F-HRTimeline
Manchester Capital Management LLC5,662$1.74M0.21%-3,19213F-HRTimeline
Asset Dedication, LLC5,659$1.74M0.14%+413F-HRTimeline
TSA Wealth Managment LLC5,656$1.73M0.69%+2,06313F-HRTimeline
KM Capital Management Ltd.5,646$1.73M0.93%+88313F-HRTimeline
Blue Barn Wealth, LLC5,615$1.72M0.9%-53113F-HRTimeline
First Business Financial Services, Inc.5,578$1.71M0.17%013F-HRTimeline
Vision Capital Management, Inc.5,559$1.71M0.25%013F-HRTimeline
Westshore Wealth, LLC5,545$1.7M0.72%013F-HRTimeline
Arkadios Wealth Advisors5,527$1.7M0.06%+72013F-HRTimeline
ADE, LLC5,472$1.68M0.97%-22613F-HRTimeline
Graypoint LLC5,456$1.67M0.1%-11213F-HRTimeline
Maridea Wealth Management LLC5,453$1.67M0.55%+1,88613F-HRTimeline
Auour Investments LLC5,486$1.67M0.61%+3413F-HRTimeline
Allegheny Financial Group5,392$1.65M0.42%+213F-HRTimeline
Simmons Bankin group Simmons Bank5,321$1.63M0.12%-15013F-HRTimelineGroup
SC&H Financial Advisors, Inc.5,268$1.62M0.32%+213F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC5,239$1.61M0.41%013F-HRTimeline
Ullmann Wealth Partners Group, LLC5,235$1.61M0.21%+3,71413F-HRTimeline
Talisman Wealth Advisors LLC5,218$1.6M1.64%+413F-HRTimeline
GQG Partners LLC5,200$1.6M<0.01%-6,44613F-HRTimeline
VestGen Advisors, LLC5,190$1.59M0.07%13F-HRTimeline
CoreCap Advisors, LLC5,143$1.58M0.07%-1313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,142$1.58M0.03%013F-HRTimeline
Sharkey, Howes & Javer5,120$1.57M0.22%+913F-HRTimeline
Legacy Edge Advisors, LLC5,120$1.57M0.25%-1013F-HRTimeline
Parisi Gray Wealth Management5,032$1.54M0.5%-4413F-HRTimeline
Morton Capital Management LLC/CA5,030$1.54M0.3%-513F-HRTimeline
Carrera Capital Advisors5,024$1.54M0.34%-60313F-HRTimeline
Dynamic Advisor Solutions LLC5,004$1.53M0.05%-1613F-HRTimeline
Adero Partners, LLC4,991$1.53M0.1%013F-HRTimeline
Belpointe Asset Management LLC4,976$1.53M0.08%+1,40713F-HRTimeline
WESBANCO BANK INC4,970$1.52M0.05%+3313F-HRTimeline
WEALTH ALLIANCE, LLC4,968$1.52M0.18%+3,65413F-HRTimeline
Detalus Advisors, LLC4,958$1.52M0.48%+4,11713F-HRTimeline
Foundations Investment Advisors, LLC4,874$1.49M0.03%+56913F-HRTimeline
Cambridge Financial Group, LLC4,872$1.49M0.63%+413F-HRTimeline
Quantum Portfolio Management LLC4,823$1.48M0.75%-2,13913F-HRTimeline
Fisher Asset Management, LLC4,816$1.48M<0.01%+24613F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC4,810$1.48M0.67%013F-HRTimeline
Annex Advisory Services, LLC4,798$1.47M0.04%013F-HRTimeline
Sightline Wealth Advisors, LLC4,788$1.47M0.77%-17513F-HRTimeline
AE Wealth Management LLC4,781$1.47M0.01%+1,48813F-HRTimeline
Landmark Wealth Management, LLC4,765$1.46M0.64%+42713F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC4,710$1.44M0.65%+2,75913F-HRTimeline
Argent Trust Co4,694$1.44M0.06%-42313F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC4,651$1.43M0.31%+12613F-HRTimeline
CFS Investment Advisory Services, LLC4,618$1.42M0.13%+9513F-HRTimeline
LBJ Family Wealth Advisors, Ltd.4,617$1.42M0.9%+913F-HRTimeline
Certified Advisory Corp4,606$1.41M0.16%-9613F-HRTimeline
NewEdge Wealth, LLC4,599$1.41M0.03%-5113F-HRTimeline
FIRST FINANCIAL CORP /IN/4,597$1.41M0.68%013F-HRTimeline
17 CAPITAL PARTNERS, LLC4,596$1.41M0.9%+21013F-HRTimeline
EQ LLC4,594$1.41M0.66%013F-HRTimeline
Cadence Bank4,581$1.41M0.1%013F-HRTimeline
Roundview Capital LLC4,570$1.4M0.1%+1,10313F-HRTimeline
IFG Advisors, LLC4,569$1.4M0.27%-9,93413F-HRTimeline
James J. Burns & Company, LLC4,562$1.4M0.25%-79813F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC4,556$1.4M0.03%-14,49213F-HRTimelineGroup
AdvisorNet Financial, Inc4,536$1.39M0.1%+71513F-HRTimeline
Frank, Rimerman Advisors LLC4,535$1.39M0.11%013F-HRTimeline
GRANDFIELD & DODD, LLC4,523$1.39M0.09%+80013F-HRTimeline
Stordahl Capital Management, Inc.4,484$1.38M0.33%-5613F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group4,464$1.37M0.18%-37913F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC4,458$1.37M0.79%-34413F-HRTimeline
Balance Wealth Partners LLC4,442$1.36M0.89%13F-HRTimeline
Procyon Advisors, LLC4,362$1.34M0.08%-18,55513F-HRTimeline
EQUITABLE TRUST CO4,328$1.33M0.07%+1113F-HRTimeline
Meridian Wealth Management, LLC4,323$1.33M0.06%+12313F-HRTimeline
Keebeck Wealth Management4,311$1.32M0.2%+63213F-HRTimeline
Capital International Investorsin group Capital International Investo…4,297$1.31M<0.01%-2,92213F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.4,221$1.29M0.06%013F-HRTimeline
Callan Family Office, LLC4,215$1.29M0.1%+213F-HRTimeline
Montecito Bank & Trust4,193$1.29M0.23%-93113F-HRTimeline
Vishria Bird Financial Group, LLC4,182$1.28M0.44%013F-HRTimeline
Wedmont Private Capital4,384$1.28M0.07%-3,72813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,156$1.27M0.02%+31113F-HRTimelineGroup
Rockwood Wealth Management, LLC4,153$1.27M0.13%-18713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,131$1.27M0.02%+17413F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC4,121$1.26M0.09%+1,59413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,103$1.26M0.04%+28213F-HRTimeline
Advisors Capital Management, LLC4,076$1.25M0.02%-24213F-HRTimeline
PACIFIC FINANCIAL GROUP INC4,043$1.24M1%013F-HRTimeline
Atria Investments, Inc4,037$1.24M0.02%-3,03013F-HRTimeline
Neumann Capital Management, LLC3,989$1.22M0.42%-2413F-HRTimeline
Philip James Wealth Mangement, LLC3,976$1.22M0.15%-7113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,917$1.2M0.05%+3,54713F-HRTimelineGroup
McCarthy Asset Management, Inc.3,916$1.2M0.87%+513F-HRTimeline