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Disclosery

IWB ISHARES TR

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ETF (fund)

1,408 managers (1,423 13F filers) reported a position in IWB shares at 2025-09-30, 98,454,387 shares in all. 83 filers opened a position and 38 filers sold out during the quarter.

Managers
1,408
13F filers
1,423
New
83
Added
379
Reduced
498
Sold out
38
Shares held by filers
98,454,387

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Apexium Financial, LP9,826$3.59M0.17%-37113F-HRTimeline
MITCHELL SINKLER & STARR/PA9,650$3.53M1.59%+59013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH9,578$3.5M0.88%-3613F-HRTimeline
Crestwood Advisors Group, LLC9,575$3.5M0.06%+1,46613F-HRTimeline
Haverford Trust Co9,541$3.49M0.03%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…9,408$3.44M0.02%+5213F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV9,374$3.43M0.34%-9,25613F-HRTimeline
First Western Trust Bank9,329$3.41M0.16%-14313F-HRTimeline
Ellis Investment Partners, LLC9,300$3.4M0.61%-17313F-HRTimeline
LMCG INVESTMENTS, LLC9,185$3.36M0.2%+70613F-HRTimeline
Genesee Capital Advisors, LLC9,167$3.35M1.46%-11313F-HRTimeline
Kera Capital Partners, Inc.9,152$3.34M0.5%+22413F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…9,112$3.33M0.01%013F-HRTimelineGroup
Ashford Advisors, LLC9,105$3.33M0.74%013F-HRTimeline
Welch & Forbes LLC9,045$3.31M0.04%013F-HRTimeline
Security Financial Services, INC.8,906$3.25M0.53%-4413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC8,866$3.24M<0.01%-30613F-HRTimelineGroup
KM Capital Management Ltd.8,858$3.24M1.5%-2013F-HRTimeline
Ullmann Wealth Partners Group, LLC8,846$3.23M0.35%-9013F-HRTimeline
Plum Street Advisors, LLC8,841$3.23M1.25%-29113F-HRTimeline
GHP Investment Advisors, Inc.8,816$3.22M0.14%-2513F-HRTimeline
Mutual Advisors, LLC8,501$3.13M0.07%+54113F-HRTimeline
Corundum Group, Inc.8,524$3.12M1.28%+12713F-HRTimeline
IFP Advisors, Inc8,515$3.11M0.08%+60113F-HR/ATimeline
SYNOVUS FINANCIAL CORP8,498$3.11M0.04%+6,98813F-HRTimeline
Bear Mountain Capital, Inc.8,296$3.06M1.02%013F-HRTimeline
SVB WEALTH LLC8,344$3.05M0.16%-11313F-HRTimeline
Cornerstone Advisory, LLC8,280$3.03M0.3%+1013F-HRTimeline
BEACON FINANCIAL GROUP8,206$3M0.29%-63813F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,124$2.97M0.15%013F-HRTimeline
Red Tortoise LLC8,115$2.97M1.3%+813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,115$2.97M0.47%-20413F-HRTimeline
Fragasso Financial Advisors Inc7,931$2.91M0.18%-18113F-HRTimeline
CERTUITY, LLC7,957$2.91M0.2%+113F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC7,895$2.89M1.3%013F-HRTimeline
Gotham Asset Management, LLC7,815$2.86M0.01%+19013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC7,810$2.85M1.11%+47613F-HR/ATimeline
TFC Financial Management, Inc.7,764$2.84M0.36%013F-HRTimeline
SMITH, MOORE & CO.7,690$2.81M0.22%-2913F-HRTimeline
Maridea Wealth Management LLC7,513$2.77M0.43%+1,87013F-HRTimeline
Riverpoint Wealth Management Holdings, …7,572$2.77M0.61%-1,42613F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,546$2.76M0.06%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp7,542$2.76M0.01%013F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC7,527$2.75M0.04%013F-HRTimeline
Kovack Advisors, Inc.7,487$2.74M0.26%-35113F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA7,482$2.73M0.62%-1213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO7,441$2.72M<0.01%+33513F-HRTimelineGroup
HUB Investment Partners, LLC7,346$2.68M0.1%+66213F-HRTimeline
Nadler Financial Group, Inc.7,335$2.68M0.26%-60213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.7,334$2.68M0.29%013F-HRTimeline
McNamara Financial Services, Inc.7,326$2.68M0.5%-6113F-HRTimeline
JFG Wealth Management, LLC7,303$2.67M0.52%+1413F-HRTimeline
Brand Asset Management Group, Inc.7,291$2.66M0.75%-4013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC7,252$2.65M0.89%-3013F-HRTimeline
CFM WEALTH PARTNERS LLC7,222$2.64M0.38%+7813F-HRTimeline
SAGE FINANCIAL GROUP INC7,176$2.62M0.18%-11613F-HRTimeline
Joel Isaacson & Co., LLC7,159$2.62M0.09%+613F-HRTimeline
Gryphon Financial Partners LLC7,138$2.61M0.3%-11013F-HRTimeline
Gemmer Asset Management LLC7,098$2.59M0.21%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC7,051$2.58M0.17%-1,50113F-HRTimeline
Steward Partners Investment Advisory, L…7,051$2.58M0.01%-12013F-HRTimeline
Acropolis Investment Management, LLC7,558$2.57M0.13%013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC6,982$2.55M0.09%013F-HRTimeline
My Personal CFO, LLC6,979$2.55M0.99%new13F-HRTimeline
Foundation Wealth Management, LLC\PA6,979$2.55M0.99%013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC6,859$2.51M0.43%013F-HRTimeline
Qube Research & Technologies Ltd6,823$2.49M<0.01%+3,40513F-HRTimeline
Connecticut Wealth Management, LLC6,802$2.49M0.11%-66113F-HRTimeline
NorthCrest Asset Manangement, LLC6,742$2.48M0.06%+6713F-HRTimeline
Rede Wealth, LLC6,773$2.48M1.94%new13F-HRTimeline
Eagle Bay Advisors LLC6,773$2.48M1.94%013F-HRTimeline
Mayflower Financial Advisors, LLC6,722$2.46M0.31%-26013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,719$2.46M0.03%013F-HRTimelineGroup
Parallel Advisors, LLC6,715$2.45M0.04%+713F-HRTimeline
WEBSTER BANK, N. A.6,697$2.45M0.24%013F-HRTimeline
Sellwood Investment Partners LLC6,690$2.45M0.97%013F-HRTimeline
Dorsey & Whitney Trust CO LLC6,663$2.44M0.13%013F-HRTimeline
One Wealth Advisors, LLC6,655$2.43M0.31%-14213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,644$2.43M0.28%013F-HRTimeline
TSA Wealth Managment LLC6,621$2.42M0.82%+5713F-HRTimeline
Wick Capital Partners, LLC6,549$2.39M0.57%+4,48813F-HRTimeline
Alpha Cubed Investments, LLC6,536$2.39M0.08%-40013F-HRTimeline
LANDAAS & CO /WI /ADV6,515$2.38M0.54%-34513F-HRTimeline
Prime Capital Investment Advisors, LLC6,489$2.37M0.03%+24213F-HRTimeline
River Wealth Advisors LLC6,398$2.34M0.27%+37913F-HRTimeline
Broadview Financial Management, LLC6,395$2.34M1.58%-2413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,395$2.34M0.14%+12813F-HRTimelineGroup
Finley Financial, LLC6,385$2.33M1.08%-20013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC6,381$2.33M0.03%-15,17613F-HRTimeline
Allegheny Financial Group6,353$2.32M0.43%+213F-HRTimeline
Zhang Financial LLC6,334$2.31M0.09%013F-HRTimeline
Cypress Wealth Services, LLC6,333$2.31M0.38%-6913F-HRTimeline
Mesirow Financial Investment Management…6,329$2.31M0.04%+40513F-HRTimeline
Vertex Planning Partners, LLC6,325$2.31M0.44%013F-HRTimeline
GenWealth Group, Inc.6,310$2.31M0.43%-7613F-HRTimeline
Vision Capital Management, Inc.6,159$2.25M0.28%+73213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,146$2.25M<0.01%+75113F-HRTimelineGroup
FIRST HORIZON CORP6,128$2.24M0.11%13F-HRTimeline
MEMBERS WEALTH LLC6,102$2.24M1.42%13F-HRTimeline
Rossmore Private Capital6,095$2.23M0.24%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp5,988$2.19M0.06%-8913F-HRTimelineGroup
Bawa N Mallick Trust5,960$2.18M0.82%013F-HRTimeline
GenTrust, LLC5,942$2.17M0.1%013F-HRTimeline
Horst & Graben Wealth Management LLC5,939$2.17M0.33%+113F-HRTimeline
Berman McAleer LLC5,926$2.17M0.3%13F-HRTimeline
Ardent Capital Management, Inc.5,902$2.16M0.91%-2713F-HRTimeline
Truepoint, Inc.5,858$2.14M0.05%-1613F-HRTimeline
Paul R. Ried Financial Group, LLC5,837$2.13M1.08%-8413F-HRTimeline
Smithfield Trust Co5,778$2.11M0.09%013F-HRTimeline
Coastline Trust Co5,757$2.1M0.23%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAPITAL CITY TRUST CO/FL5,757$2.1M0.51%013F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV5,755$2.1M0.58%-2713F-HRTimeline
Manchester Capital Management LLC5,662$2.07M0.28%013F-HRTimeline
Arkadios Wealth Advisors5,598$2.05M0.05%+17713F-HRTimeline
Summit Financial, LLC5,582$2.04M0.03%-6613F-HRTimeline
AE Wealth Management LLC5,580$2.04M0.01%+77913F-HRTimeline
Asset Dedication, LLC5,516$2.02M0.14%-11613F-HRTimeline
ADE, LLC5,490$2.01M1.01%+913F-HRTimeline
Quantum Portfolio Management LLC5,480$2M0.6%+2,47713F-HRTimeline
Auour Investments LLC5,479$2M0.65%013F-HRTimeline
Atria Investments, Inc5,475$2M0.02%+1,40213F-HRTimeline
TSFG, LLC5,473$2M0.32%-58813F-HRTimeline
Foundations Investment Advisors, LLC5,461$2M0.03%+45413F-HRTimeline
Kingsview Wealth Management, LLC5,422$1.98M0.03%+2,70613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,413$1.98M0.04%-41513F-HRTimeline
Blue Barn Wealth, LLC5,412$1.98M0.87%+313F-HRTimeline
Nemes Rush Group LLC5,410$1.98M0.2%+3,75213F-HRTimeline
Hoxton Planning & Management, LLC5,405$1.98M0.64%-53213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,383$1.97M0.7%-26513F-HRTimeline
Fisher Asset Management, LLC5,369$1.96M<0.01%-41613F-HRTimeline
Advisors Capital Management, LLC5,327$1.95M0.02%+78613F-HRTimeline
Westshore Wealth, LLC5,326$1.95M0.67%-22013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC5,281$1.93M0.42%+13813F-HRTimeline
SC&H Financial Advisors, Inc.5,273$1.93M0.31%+213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,227$1.91M0.03%-8413F-HRTimeline
Talisman Wealth Advisors LLC5,223$1.91M1.58%+513F-HRTimeline
LEE DANNER & BASS INC5,210$1.9M0.14%-16013F-HRTimeline
Lunt Capital Management, Inc.5,193$1.9M0.73%+15013F-HRTimeline
Detalus Advisors, LLC5,179$1.89M0.49%-10013F-HRTimeline
Sharkey, Howes & Javer5,139$1.88M0.24%+1013F-HRTimeline
Legacy Edge Advisors, LLC5,119$1.87M0.22%+5413F-HRTimeline
Simmons Bankin group Simmons Bank5,108$1.87M0.12%-5513F-HRTimelineGroup
Carrera Capital Advisors5,050$1.85M0.33%+1313F-HRTimeline
Keebeck Wealth Management5,048$1.84M0.22%+12913F-HRTimeline
Smartleaf Asset Management LLC5,051$1.84M0.11%+44813F-HRTimeline
WESBANCO BANK INC5,013$1.83M0.05%+1513F-HRTimeline
Fiduciary Wealth Partners, LLC5,009$1.83M0.77%+213F-HRTimeline
VestGen Advisors, LLC4,996$1.83M0.06%+9613F-HRTimeline
AdvisorNet Financial, Inc4,953$1.81M0.1%+11013F-HRTimeline
Peck Wealth Management, LLC4,911$1.79M1.72%13F-HRTimeline
Wedmont Private Capital4,834$1.78M0.07%+613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,851$1.77M0.02%-19413F-HRTimelineGroup
Ground Swell Capital, LLC4,840$1.77M3.87%+1,99813F-HRTimeline
Westmount Partners, LLC4,819$1.77M0.46%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC4,810$1.76M0.67%013F-HRTimeline
Sightline Wealth Advisors, LLC4,799$1.75M0.79%+613F-HRTimeline
Argent Trust Co4,772$1.74M0.06%013F-HRTimeline
17 CAPITAL PARTNERS, LLC4,758$1.74M0.95%-9513F-HRTimeline
Morton Capital Management LLC/CA4,730$1.73M0.28%013F-HRTimeline
CFS Investment Advisory Services, LLC4,649$1.73M0.13%-15313F-HRTimeline
Parisi Gray Wealth Management4,724$1.73M0.45%-30413F-HRTimeline
WEALTH ALLIANCE, LLC4,723$1.73M0.18%-2513F-HRTimeline
Focus Financial Network, Inc.4,703$1.72M0.06%013F-HRTimeline
Capital Asset Advisory Services LLC4,654$1.7M0.07%-11013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,654$1.7M0.04%-11013F-HRTimeline
LBJ Family Wealth Advisors, Ltd.4,636$1.69M0.92%+1013F-HRTimeline
Ausdal Financial Partners, Inc.4,632$1.69M0.08%+3,09413F-HRTimeline
Procyon Advisors, LLC4,612$1.69M0.1%-21513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,602$1.68M0.04%+41013F-HRTimeline
FIRST FINANCIAL CORP /IN/4,597$1.68M0.66%013F-HRTimeline
Meridian Wealth Management, LLC4,593$1.68M0.06%+27013F-HRTimeline
Dynamic Advisor Solutions LLC4,574$1.67M0.05%-43213F-HRTimeline
Roundview Capital LLC4,570$1.67M0.11%013F-HRTimeline
IFG Advisors, LLC4,559$1.67M0.27%+19313F-HRTimeline
Certified Advisory Corp4,543$1.66M0.16%-6713F-HRTimeline
Advisor Resource Council4,539$1.66M2.24%-3013F-HRTimeline
Frank, Rimerman Advisors LLC4,535$1.66M0.11%013F-HRTimeline
Cadence Bank4,528$1.65M0.1%013F-HRTimeline
GRANDFIELD & DODD, LLC4,523$1.65M0.09%013F-HRTimeline
Crestmont Private Wealth LLC4,522$1.65M0.55%013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC4,501$1.65M0.99%-14013F-HRTimeline
Stordahl Capital Management, Inc.4,474$1.64M0.34%013F-HRTimeline
EQ LLC4,456$1.63M0.55%-13913F-HRTimeline
Capital International Investorsin group Capital International Investo…4,437$1.62M<0.01%+89513F-HRTimelineGroup
Optivise Advisory Services LLC4,405$1.61M0.96%-3,56613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.4,399$1.61M0.58%-413F-HRTimeline
Savvy Advisors, Inc.4,393$1.61M0.07%+58213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC4,389$1.6M0.69%-7813F-HRTimeline
CONNABLE OFFICE INC4,380$1.6M0.15%+2,04913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,378$1.6M0.07%+42013F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding4,339$1.59M-30Timeline
EQUITABLE TRUST CO4,317$1.58M0.07%013F-HRTimeline
Balance Wealth Partners LLC4,278$1.56M0.39%-2113F-HRTimeline
Global Retirement Partners, LLC4,253$1.55M0.03%-5213F-HRTimeline
First Business Financial Services, Inc.4,244$1.55M0.14%-1,33413F-HRTimeline
James J. Burns & Company, LLC4,238$1.55M0.23%-29913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,221$1.54M0.07%013F-HRTimeline
Vishria Bird Financial Group, LLC4,182$1.53M0.3%013F-HRTimeline
Callan Family Office, LLC4,154$1.52M0.05%+3913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,115$1.5M0.08%+15813F-HRTimelineGroup