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Disclosery

IWB ISHARES TR

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ETF (fund)

1,381 managers (1,396 13F filers) reported a position in IWB shares at 2025-06-30, 97,276,497 shares in all. 110 filers opened a position and 54 filers sold out during the quarter.

Managers
1,381
13F filers
1,396
New
110
Added
425
Reduced
442
Sold out
54
Shares held by filers
97,276,497

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Haverford Trust Co9,541$3.24M0.03%-49313F-HRTimeline
Ellis Investment Partners, LLC9,473$3.22M0.62%-1813F-HRTimeline
First Western Trust Bank9,472$3.22M0.14%-45713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…9,356$3.18M0.02%-1,83213F-HRTimeline
Genesee Capital Advisors, LLC9,280$3.15M1.41%+11513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC9,172$3.11M<0.01%-75013F-HRTimelineGroup
Plum Street Advisors, LLC9,132$3.1M1.37%-35513F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…9,112$3.09M0.01%+413F-HRTimelineGroup
Ashford Advisors, LLC9,105$3.09M0.72%013F-HRTimeline
MITCHELL SINKLER & STARR/PA9,060$3.08M1.47%+5013F-HRTimeline
Welch & Forbes LLC9,045$3.07M0.04%+88113F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …9,025$3.06M<0.01%+1,63513F-HRTimelineGroup
Riverpoint Wealth Management Holdings, …8,998$3.06M0.72%+2213F-HRTimeline
Security Financial Services, INC.8,950$3.04M0.54%+5013F-HRTimeline
Ullmann Wealth Partners Group, LLC8,936$3.03M0.36%+3,70113F-HRTimeline
Kera Capital Partners, Inc.8,928$3.03M0.6%+6,11313F-HRTimeline
Dynasty Wealth Management, LLC8,901$3.02M0.05%new13F-HRTimeline
KM Capital Management Ltd.8,878$3.01M1.49%+3,23213F-HRTimeline
BEACON FINANCIAL GROUP8,844$3M0.31%-43813F-HRTimeline
GHP Investment Advisors, Inc.8,841$3M0.13%-3113F-HRTimeline
Midwest Trust Co8,705$2.96M0.04%13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC8,552$2.9M0.22%013F-HRTimeline
LMCG INVESTMENTS, LLC8,479$2.88M0.18%-3,26313F-HRTimeline
SVB WEALTH LLC8,457$2.87M0.15%new13F-HRTimeline
Bear Mountain Capital, Inc.8,296$2.86M1.03%013F-HRTimeline
Corundum Group, Inc.8,397$2.85M1.26%+8513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,319$2.82M0.51%-4313F-HRTimeline
Cornerstone Advisory, LLC8,270$2.81M0.3%+913F-HRTimeline
Mutual Advisors, LLC7,960$2.79M0.07%+86913F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,124$2.76M0.15%-313F-HRTimeline
Fragasso Financial Advisors Inc8,112$2.75M0.19%+5,04113F-HRTimeline
Crestwood Advisors Group, LLC8,109$2.75M0.05%-15613F-HRTimeline
Red Tortoise LLC8,107$2.75M1.34%+813F-HRTimeline
Farther Finance Advisors, LLC8,042$2.73M0.05%+25613F-HRTimeline
Optivise Advisory Services LLC7,971$2.71M1.38%+1,77213F-HRTimeline
CERTUITY, LLC7,956$2.7M0.25%-2413F-HRTimeline
Nadler Financial Group, Inc.7,937$2.7M0.28%-32513F-HRTimeline
IFP Advisors, Inc7,914$2.69M0.08%-27613F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC7,895$2.68M1.26%-30013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …7,852$2.67M0.51%-2613F-HRTimeline
Kovack Advisors, Inc.7,838$2.66M0.26%-1613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…7,784$2.64M<0.01%-19313F-HRTimelineGroup
TFC Financial Management, Inc.7,764$2.64M0.36%013F-HRTimeline
SMITH, MOORE & CO.7,719$2.62M0.22%-16513F-HRTimeline
XPONANCE LLC7,669$2.6M0.02%-3,86213F-HRTimeline
Gotham Asset Management, LLC7,625$2.59M0.02%013F-HRTimeline
Acropolis Investment Management, LLC7,558$2.57M0.14%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,546$2.56M0.06%-18,06113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp7,542$2.56M0.01%013F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC7,527$2.56M0.04%-33013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA7,494$2.54M0.62%-3513F-HRTimeline
Connecticut Wealth Management, LLC7,463$2.53M0.12%+4,44813F-HRTimeline
McNamara Financial Services, Inc.7,387$2.51M0.5%+9913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.7,334$2.49M0.3%-30513F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC7,334$2.49M1.06%+2,62413F-HRTimeline
Brand Asset Management Group, Inc.7,331$2.49M0.93%-4113F-HRTimeline
SAGE FINANCIAL GROUP INC7,292$2.48M0.18%-7513F-HRTimeline
JFG Wealth Management, LLC7,289$2.48M0.52%-1,88813F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC7,282$2.47M0.9%013F-HRTimeline
Gryphon Financial Partners LLC7,248$2.46M0.32%-15513F-HRTimeline
Steward Partners Investment Advisory, L…7,171$2.44M0.02%+18713F-HRTimeline
Joel Isaacson & Co., LLC7,153$2.43M0.1%+513F-HRTimeline
CFM WEALTH PARTNERS LLC7,144$2.43M0.39%-3913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO7,106$2.41M<0.01%+8013F-HRTimelineGroup
Gemmer Asset Management LLC7,098$2.41M0.21%-40213F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC7,076$2.4M0.03%new13F-HR/ATimelineGroup
ZWJ INVESTMENT COUNSEL INC6,982$2.37M0.09%013F-HRTimeline
Mayflower Financial Advisors, LLC6,982$2.37M0.33%+9113F-HRTimeline
Foundation Wealth Management, LLC\PA6,979$2.37M1.03%+8013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC6,955$2.36M<0.01%-120,52513F-HRTimelineGroup
Alpha Cubed Investments, LLC6,936$2.36M0.09%+5413F-HRTimeline
ARK & TLK INVESTMENTS, LLC6,917$2.35M0.75%+213F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC6,859$2.33M0.49%013F-HRTimeline
LANDAAS & CO /WI /ADV6,860$2.33M0.56%013F-HRTimeline
One Wealth Advisors, LLC6,797$2.31M0.32%+33613F-HRTimeline
Wick Capital Partners, LLC2,061$2.31M0.6%-5,31513F-HRTimeline
Eagle Bay Advisors LLC6,773$2.3M1.9%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,763$2.3M0.02%-7,14113F-HRTimeline
NorthCrest Asset Manangement, LLC6,675$2.29M0.06%+45813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,719$2.28M0.03%-11713F-HRTimelineGroup
Parallel Advisors, LLC6,708$2.28M0.05%+913F-HRTimeline
WEBSTER BANK, N. A.6,697$2.27M0.23%013F-HRTimeline
Sellwood Investment Partners LLC6,690$2.27M1.09%013F-HRTimeline
HUB Investment Partners, LLC6,684$2.27M0.08%-13813F-HRTimeline
Dorsey & Whitney Trust CO LLC6,663$2.26M0.12%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,644$2.26M0.28%+7313F-HRTimeline
Finley Financial, LLC6,585$2.24M1.12%013F-HRTimeline
TSA Wealth Managment LLC6,564$2.23M0.81%+90813F-HRTimeline
Vestmark Advisory Solutions, Inc.6,470$2.2M0.03%+3,74413F-HRTimeline
Broadview Financial Management, LLC6,419$2.18M1.48%-1,90513F-HRTimeline
Cypress Wealth Services, LLC6,402$2.17M0.39%-7613F-HRTimeline
GenWealth Group, Inc.6,386$2.17M0.44%-1513F-HRTimeline
Allegheny Financial Group6,351$2.16M0.48%+95913F-HRTimeline
Zhang Financial LLC6,334$2.15M0.1%013F-HRTimeline
Vertex Planning Partners, LLC6,325$2.15M0.45%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,267$2.13M0.14%+9213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC6,247$2.12M0.03%-23413F-HRTimeline
Investors Research Corp6,153$2.09M0.41%013F-HRTimeline
Rossmore Private Capital6,095$2.07M0.24%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,077$2.06M0.06%-6713F-HRTimelineGroup
TSFG, LLC6,061$2.06M0.37%-1613F-HRTimeline
River Wealth Advisors LLC6,019$2.04M0.25%013F-HRTimeline
Bawa N Mallick Trust5,960$2.02M0.84%013F-HRTimeline
GenTrust, LLC5,942$2.02M0.1%013F-HRTimeline
Horst & Graben Wealth Management LLC5,938$2.02M0.33%+2,31413F-HRTimeline
Hoxton Planning & Management, LLC5,937$2.02M0.7%-1,39113F-HRTimeline
Ardent Capital Management, Inc.5,929$2.01M0.97%013F-HRTimeline
Mesirow Financial Investment Management…5,924$2.01M0.04%-42613F-HRTimeline
Paul R. Ried Financial Group, LLC5,921$2.01M1.22%+13713F-HRTimeline
Truepoint, Inc.5,874$1.99M0.05%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,828$1.98M0.04%-7,10513F-HRTimeline
Fisher Asset Management, LLC5,785$1.97M<0.01%+96913F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV5,782$1.96M0.59%+1113F-HRTimeline
Smithfield Trust Co5,778$1.96M0.09%013F-HRTimeline
Coastline Trust Co5,757$1.95M0.22%-5013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAPITAL CITY TRUST CO/FL5,757$1.95M0.51%-613F-HRTimeline
Manchester Capital Management LLC5,662$1.92M0.25%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,648$1.92M0.69%-25613F-HRTimeline
Summit Financial, LLC5,648$1.92M0.04%+1,90813F-HRTimeline
Maridea Wealth Management LLC5,643$1.92M0.5%+19013F-HRTimeline
Asset Dedication, LLC5,632$1.91M0.14%-2713F-HRTimeline
First Business Financial Services, Inc.5,578$1.89M0.17%013F-HRTimeline
Westshore Wealth, LLC5,546$1.88M0.72%+113F-HRTimeline
ADE, LLC5,481$1.86M0.99%+913F-HRTimeline
Auour Investments LLC5,479$1.86M0.64%-713F-HRTimeline
Vision Capital Management, Inc.5,427$1.84M0.24%-13213F-HRTimeline
Arkadios Wealth Advisors5,421$1.84M0.06%-10613F-HRTimeline
Blue Barn Wealth, LLC5,409$1.84M0.87%-20613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,395$1.83M<0.01%-2,23713F-HRTimelineGroup
LEE DANNER & BASS INC5,370$1.82M0.14%-92513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,311$1.8M0.03%+16913F-HRTimeline
Detalus Advisors, LLC5,279$1.79M0.52%+32113F-HRTimeline
SC&H Financial Advisors, Inc.5,271$1.79M0.31%+313F-HRTimeline
Talisman Wealth Advisors LLC5,218$1.77M1.62%013F-HRTimeline
Belpointe Asset Management LLC5,212$1.77M0.07%+23613F-HRTimeline
Simmons Bankin group Simmons Bank5,163$1.75M0.12%-15813F-HRTimelineGroup
CoreCap Advisors, LLC5,143$1.75M0.07%013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC5,143$1.75M0.4%-9613F-HRTimeline
Sharkey, Howes & Javer5,129$1.74M0.23%+913F-HRTimeline
Legacy Edge Advisors, LLC5,065$1.72M0.23%-5513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,063$1.72M0.14%+4,94313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,045$1.71M0.02%+91413F-HRTimelineGroup
Lunt Capital Management, Inc.5,043$1.71M0.66%new13F-HRTimeline
Carrera Capital Advisors5,037$1.71M0.34%+1313F-HRTimeline
Parisi Gray Wealth Management5,028$1.71M0.49%-413F-HRTimeline
Fiduciary Wealth Partners, LLC5,007$1.7M1.6%+4,85913F-HRTimeline
Foundations Investment Advisors, LLC5,007$1.7M0.03%+13313F-HRTimeline
Dynamic Advisor Solutions LLC5,006$1.7M0.05%+213F-HRTimeline
WESBANCO BANK INC4,998$1.7M0.05%+2813F-HRTimeline
VestGen Advisors, LLC4,900$1.68M0.07%-29013F-HRTimeline
Keebeck Wealth Management4,919$1.67M0.22%+60813F-HRTimeline
Wedmont Private Capital4,828$1.66M0.07%+44413F-HRTimeline
17 CAPITAL PARTNERS, LLC4,853$1.65M0.95%+25713F-HRTimeline
Cambridge Financial Group, LLC4,845$1.65M0.62%-2713F-HRTimeline
AdvisorNet Financial, Inc4,843$1.64M0.11%+30713F-HRTimeline
Procyon Advisors, LLC4,827$1.64M0.16%+46513F-HRTimeline
Westmount Partners, LLC4,819$1.64M0.45%+1,14513F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC4,810$1.63M0.67%013F-HRTimeline
CFS Investment Advisory Services, LLC4,802$1.63M0.13%+18413F-HRTimeline
AE Wealth Management LLC4,801$1.63M0.01%+2013F-HRTimeline
Sightline Wealth Advisors, LLC4,793$1.63M0.79%+513F-HRTimeline
Argent Trust Co4,772$1.62M0.06%+7813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,764$1.62M0.04%+90813F-HRTimeline
Capital Asset Advisory Services LLC4,764$1.62M0.08%+90813F-HRTimeline
WEALTH ALLIANCE, LLC4,748$1.61M0.18%-22013F-HRTimeline
Graypoint LLC4,748$1.61M0.09%-70813F-HRTimeline
Morton Capital Management LLC/CA4,730$1.61M0.28%-30013F-HRTimeline
Focus Financial Network, Inc.4,703$1.6M0.06%+1,67913F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC4,641$1.58M1.02%-1,05513F-HRTimeline
LBJ Family Wealth Advisors, Ltd.4,626$1.57M0.91%+913F-HRTimeline
Certified Advisory Corp4,610$1.57M0.16%+413F-HRTimeline
FIRST FINANCIAL CORP /IN/4,597$1.56M0.7%013F-HRTimeline
EQ LLC4,595$1.56M0.61%+113F-HRTimeline
Smartleaf Asset Management LLC4,603$1.55M0.14%+1,53413F-HRTimeline
Roundview Capital LLC4,570$1.55M0.1%013F-HRTimeline
Advisor Resource Council4,569$1.55M0.76%-2,25313F-HRTimeline
Advisors Capital Management, LLC4,541$1.54M0.02%+46513F-HRTimeline
James J. Burns & Company, LLC4,537$1.54M0.25%-2513F-HRTimeline
Frank, Rimerman Advisors LLC4,535$1.54M0.1%013F-HRTimeline
Cadence Bank4,528$1.54M0.1%-5313F-HRTimeline
GRANDFIELD & DODD, LLC4,523$1.54M0.09%013F-HRTimeline
Crestmont Private Wealth LLC4,522$1.54M0.56%new13F-HRTimeline
Stordahl Capital Management, Inc.4,474$1.52M0.34%-1013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC4,467$1.52M0.76%+913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.4,403$1.5M0.59%+2,63013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding4,369$1.49M-3,768Timeline
FLOW TRADERS U.S. LLC4,372$1.49M0.05%new13F-HRTimeline
IFG Advisors, LLC4,366$1.48M0.25%-20313F-HRTimeline
Meridian Wealth Management, LLC4,323$1.47M0.06%013F-HRTimeline
EQUITABLE TRUST CO4,317$1.47M0.07%-1113F-HRTimeline
Global Retirement Partners, LLC4,305$1.46M0.04%13F-HRTimeline
Balance Wealth Partners LLC4,299$1.46M0.85%-14313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,221$1.43M0.06%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,192$1.42M0.04%+8913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,188$1.42M0.02%+3213F-HRTimelineGroup
Vishria Bird Financial Group, LLC4,182$1.42M0.47%013F-HRTimeline
NewEdge Wealth, LLC4,084$1.42M0.02%-51513F-HRTimeline
Callan Family Office, LLC4,115$1.4M0.04%-10013F-HRTimeline
Atria Investments, Inc4,073$1.38M0.02%+3613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,060$1.38M0.11%-6113F-HRTimeline