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Disclosery

IWB ISHARES TR

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ETF (fund)

1,484 managers (1,501 13F filers) reported a position in IWB shares at 2025-12-31, 101,085,544 shares in all. 75 filers opened a position and 57 filers sold out during the quarter.

Managers
1,484
13F filers
1,501
New
75
Added
411
Reduced
499
Sold out
57
Shares held by filers
101,085,544

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Belpointe Asset Management LLC10,345$3.86M0.14%-55913F-HRTimeline
J.W. COLE ADVISORS, INC.12,838$3.86M0.09%-26113F-HRTimeline
Horizon Investment Services, LLC10,322$3.86M1.39%+713F-HRTimeline
Lansing Street Advisors10,286$3.84M0.99%+3013F-HRTimeline
Plancorp, LLC10,229$3.82M0.12%-1,09113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,219$3.82M0.13%-19713F-HRTimelineGroup
One Wealth Map LLC9,946$3.79M1.93%+26913F-HRTimeline
MKD WEALTH COACHES, LLC10,107$3.77M3.77%-413F-HRTimeline
Center for Wealth Management Advisory10,096$3.77M2.78%13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC9,966$3.72M0.78%-1,36913F-HRTimeline
Evensky & Katz LLC9,923$3.71M0.21%+1113F-HRTimeline
Annex Advisory Services, LLC9,821$3.67M0.07%+7,69713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC9,804$3.66M0.23%-12713F-HRTimeline
MITCHELL SINKLER & STARR/PA9,700$3.62M1.64%+5013F-HRTimeline
Cranbrook Wealth Management, LLC9,668$3.61M0.71%-21813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC9,661$3.61M0.07%-19613F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH9,563$3.57M0.86%-1513F-HRTimeline
Haverford Trust Co9,541$3.56M0.03%013F-HRTimeline
Smartleaf Asset Management LLC9,449$3.55M0.13%+4,39813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO9,399$3.51M<0.01%+1,95813F-HRTimelineGroup
Mill Creek Capital Advisors, LLC9,396$3.51M0.07%-1,26113F-HRTimeline
First Western Trust Bank9,329$3.48M0.17%013F-HRTimeline
LMCG INVESTMENTS, LLC9,274$3.46M0.2%+8913F-HRTimeline
Kera Capital Partners, Inc.9,150$3.46M0.43%-213F-HRTimeline
StoryOne LLC0$3.46M2.09%13F-HRTimelineAmount filed as zero, left out of ratios.
Ashford Advisors, LLC9,105$3.4M0.74%013F-HRTimeline
Ellis Investment Partners, LLC9,063$3.38M0.59%-23713F-HRTimeline
Welch & Forbes LLC9,045$3.38M0.04%013F-HRTimeline
KM Capital Management Ltd.9,033$3.37M1.72%+17513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…9,021$3.37M0.02%-38713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…8,950$3.34M<0.01%+7,32213F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC8,873$3.31M0.01%+713F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC8,846$3.31M0.34%013F-HRTimeline
SVB WEALTH LLC8,840$3.3M0.19%+49613F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…8,828$3.3M0.01%-28413F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,800$3.29M0.2%+4,68513F-HRTimelineGroup
Corundum Group, Inc.8,798$3.29M1.1%+27413F-HRTimeline
GHP Investment Advisors, Inc.8,792$3.28M0.14%-2413F-HRTimeline
Mutual Advisors, LLC8,754$3.27M0.07%+25313F-HRTimeline
IFP Advisors, Inc8,703$3.25M0.07%+18813F-HRTimeline
Capital International Investorsin group Capital International Investo…8,619$3.24M<0.01%+4,18213F-HRTimelineGroup
Security Financial Services, INC.8,678$3.24M0.51%-22813F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV8,498$3.17M0.24%-87613F-HRTimeline
Bear Mountain Capital, Inc.8,296$3.15M1.02%013F-HRTimeline
Scharf Investments, LLC8,313$3.1M0.08%new13F-HRTimeline
Cornerstone Advisory, LLC8,291$3.1M0.3%+1113F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.8,280$3.09M3.04%13F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,124$3.03M0.15%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,115$3.03M0.43%013F-HRTimeline
Atria Investments, Inc8,003$2.99M0.03%+2,52813F-HRTimeline
CERTUITY, LLC7,957$2.97M0.19%013F-HRTimeline
BEACON FINANCIAL GROUP7,937$2.96M0.29%-26913F-HRTimeline
SMITH, MOORE & CO.7,924$2.96M0.22%+23413F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA7,847$2.93M0.68%+36513F-HRTimeline
Red Tortoise LLC7,830$2.92M1.26%-28513F-HRTimeline
Gotham Asset Management, LLC7,815$2.92M0.01%013F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC7,795$2.91M1.25%-10013F-HRTimeline
Selby Wealth Management, LLC7,785$2.91M1.17%13F-HRTimeline
Maridea Wealth Management LLC7,785$2.91M0.44%+27213F-HRTimeline
Trustees of Columbia University in the …7,775$2.9M0.35%new13F-HRTimeline
TFC Financial Management, Inc.7,764$2.9M0.36%013F-HRTimeline
Plum Street Advisors, LLC7,757$2.9M1.03%-1,08413F-HRTimeline
Riverpoint Wealth Management Holdings, …7,641$2.85M0.61%+6913F-HRTimeline
Fragasso Financial Advisors Inc7,631$2.85M0.17%-30013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC7,593$2.84M0.05%+6613F-HRTimeline
Prime Capital Investment Advisors, LLC7,572$2.83M0.03%+1,08313F-HRTimeline
Acropolis Investment Management, LLC7,558$2.82M0.13%013F-HRTimeline
Capital Investment Management, Inc.7,552$2.82M0.99%13F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp7,542$2.82M0.01%013F-HRTimelineGroup
Johnson Financial Group, LLC7,319$2.73M0.17%new13F-HRTimeline
Lutz Financial Services LLC7,304$2.73M0.19%new13F-HRTimeline
CFM WEALTH PARTNERS LLC7,274$2.72M0.39%+5213F-HRTimeline
Dorsey & Whitney Trust CO LLC7,271$2.72M0.14%+60813F-HRTimeline
Kovack Advisors, Inc.7,258$2.71M0.13%-22913F-HR/ATimeline
Brand Asset Management Group, Inc.7,224$2.7M0.75%-6713F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC7,222$2.7M0.89%-3013F-HRTimeline
SAGE FINANCIAL GROUP INC7,176$2.68M0.18%013F-HRTimeline
DWR WEALTH MANAGEMENT, LLC7,117$2.68M2.48%13F-HRTimeline
One Wealth Advisors, LLC7,153$2.67M0.33%+49813F-HRTimeline
Mayflower Financial Advisors, LLC7,107$2.65M0.32%+38513F-HRTimeline
Gemmer Asset Management LLC7,098$2.65M0.2%013F-HRTimeline
HUB Investment Partners, LLC7,055$2.63M0.07%-29113F-HRTimeline
Gryphon Financial Partners LLC6,983$2.61M0.28%-15513F-HRTimeline
ZWJ INVESTMENT COUNSEL INC6,982$2.61M0.09%013F-HRTimeline
Foundation Wealth Management, LLC\PA6,979$2.61M0.95%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,880$2.57M0.28%-45413F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC6,859$2.56M0.43%013F-HRTimeline
NorthCrest Asset Manangement, LLC6,793$2.56M0.06%+5113F-HRTimeline
MEMBERS WEALTH LLC6,727$2.55M1.6%+62513F-HRTimeline
Joel Isaacson & Co., LLC6,826$2.55M0.08%-33313F-HRTimeline
Nadler Financial Group, Inc.6,810$2.54M0.24%-52513F-HRTimeline
Connecticut Wealth Management, LLC6,803$2.54M0.11%+113F-HRTimeline
McNamara Financial Services, Inc.6,793$2.54M0.48%-53313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,785$2.53M0.03%+6613F-HRTimelineGroup
Genesee Capital Advisors, LLC6,781$2.53M1.02%-2,38613F-HRTimeline
Fulton Bank, N.A.6,766$2.53M0.09%+4,77113F-HRTimeline
WEBSTER BANK, N. A.6,697$2.5M0.23%013F-HRTimeline
Sellwood Investment Partners LLC6,690$2.5M0.98%013F-HRTimeline
Meramec Financial Planners, LLC6,590$2.49M0.97%13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,644$2.48M0.27%013F-HRTimeline
Wick Capital Partners, LLC6,607$2.47M0.44%+5813F-HR/ATimeline
Global Retirement Partners, LLC6,549$2.45M0.04%+2,29613F-HRTimeline
LANDAAS & CO /WI /ADV6,515$2.43M0.54%013F-HRTimeline
Parallel Advisors, LLC6,497$2.43M0.04%-21813F-HRTimeline
Steward Partners Investment Advisory, L…6,489$2.42M0.01%-56213F-HRTimeline
TSA Wealth Managment LLC6,486$2.42M0.8%-13513F-HRTimeline
Eagle Bay Advisors LLC6,473$2.42M1.77%-30013F-HRTimeline
Modern Wealth Management, LLC6,440$2.4M0.04%+3,94013F-HRTimeline
Zhang Financial LLC6,423$2.4M0.09%+8913F-HRTimeline
Fisher Asset Management, LLC6,414$2.4M<0.01%+1,04513F-HRTimeline
River Wealth Advisors LLC6,398$2.39M0.27%013F-HRTimeline
GenWealth Group, Inc.6,294$2.39M0.41%-1613F-HRTimeline
Sightline Wealth Advisors, LLC6,395$2.39M1.02%+1,59613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC6,348$2.39M<0.01%-6,14813F-HRTimelineGroup
Arkadios Wealth Advisors6,376$2.38M0.05%+77813F-HRTimeline
Allegheny Financial Group6,356$2.37M0.35%+313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,354$2.37M0.06%+36613F-HRTimelineGroup
Broadview Financial Management, LLC6,348$2.37M1.59%-4713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,346$2.37M0.13%-4913F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC6,335$2.37M0.03%-4613F-HRTimeline
Cypress Wealth Services, LLC6,332$2.36M0.33%-113F-HRTimeline
Alpha Cubed Investments, LLC6,324$2.36M0.08%-21213F-HRTimeline
AE Wealth Management LLC6,177$2.31M0.01%+59713F-HRTimeline
Vision Capital Management, Inc.6,146$2.3M0.28%-1313F-HRTimeline
HighPoint Advisor Group LLC6,127$2.29M0.05%new13F-HRTimeline
Rossmore Private Capital6,095$2.28M0.2%013F-HRTimeline
SB Capital Management Inc6,027$2.25M0.82%13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.6,026$2.25M0.22%+3,60613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,020$2.25M<0.01%-12613F-HRTimelineGroup
Kingsview Wealth Management, LLC5,966$2.23M0.03%+54413F-HRTimeline
Bawa N Mallick Trust5,960$2.23M0.83%013F-HRTimeline
Berman McAleer LLC5,944$2.22M0.3%+1813F-HRTimeline
GenTrust, LLC5,942$2.22M0.1%013F-HRTimeline
Horst & Graben Wealth Management LLC5,932$2.22M0.33%-713F-HRTimeline
Ardent Capital Management, Inc.5,902$2.2M0.87%013F-HRTimeline
Truepoint, Inc.5,858$2.19M0.05%013F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC5,843$2.18M0.04%+4,03113F-HRTimelineGroup
Paul R. Ried Financial Group, LLC5,837$2.18M1.03%013F-HRTimeline
Mesirow Financial Investment Management…5,836$2.18M0.04%-49313F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.5,732$2.18M0.32%+2,86613F-HRTimeline
FIRST HORIZON CORP5,793$2.16M0.1%-33513F-HRTimeline
Manchester Capital Management LLC5,774$2.16M0.29%+11213F-HRTimeline
Smithfield Trust Co5,771$2.15M0.1%-713F-HRTimeline
CAPITAL CITY TRUST CO/FL5,757$2.15M0.48%013F-HRTimeline
Summit Financial, LLC5,737$2.14M0.03%+15513F-HRTimeline
World Investment Advisors5,700$2.13M0.03%+3,88913F-HR/ATimeline
XPONANCE LLC5,557$2.08M0.02%-4,82413F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding5,475$2.06M+1,136Timeline
Ausdal Financial Partners, Inc.5,506$2.06M0.1%+87413F-HRTimeline
ADE, LLC5,494$2.05M0.99%+413F-HRTimeline
Nemes Rush Group LLC5,478$2.05M0.19%+6813F-HRTimeline
TSFG, LLC5,460$2.04M0.3%-1313F-HRTimeline
Auour Investments LLC5,453$2.04M0.65%-2613F-HRTimeline
Foundations Investment Advisors, LLC5,427$2.03M0.03%-3413F-HRTimeline
Aspen Investment Management Inc5,386$2.01M0.61%+1,94413F-HRTimeline
Asset Dedication, LLC5,373$2.01M0.13%-14313F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,364$2M0.71%-1913F-HRTimeline
Hoxton Planning & Management, LLC5,334$1.99M0.6%-7113F-HRTimeline
Westshore Wealth, LLC5,326$1.99M0.66%013F-HRTimeline
SC&H Financial Advisors, Inc.5,276$1.97M0.3%+313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,270$1.97M0.03%+4313F-HRTimeline
Cyndeo Wealth Partners, LLC5,246$1.96M0.11%+4,30813F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC5,239$1.96M0.41%-4213F-HRTimeline
Asempa Wealth Advisors5,237$1.96M1.68%13F-HRTimeline
Talisman Wealth Advisors LLC5,223$1.95M1.52%013F-HRTimeline
AVISO WEALTH MANAGEMENT5,200$1.94M0.82%new13F-HRTimeline
Lunt Capital Management, Inc.5,193$1.94M0.73%013F-HRTimeline
Focus Financial Network, Inc.5,155$1.93M0.07%+45213F-HRTimeline
Sharkey, Howes & Javer5,149$1.92M0.24%+1013F-HRTimeline
WEALTH ALLIANCE, LLC5,147$1.92M0.19%+42413F-HRTimeline
Livet Wealth, LLC5,144$1.92M1.18%13F-HRTimeline
Keebeck Wealth Management5,120$1.91M0.22%+7213F-HRTimeline
Detalus Advisors, LLC5,112$1.91M0.47%-6713F-HRTimeline
Simmons Bankin group Simmons Bank5,108$1.91M0.13%013F-HRTimelineGroup
Legacy Edge Advisors, LLC5,092$1.9M0.21%-2713F-HRTimeline
Carrera Capital Advisors5,065$1.89M0.32%+1513F-HRTimeline
Capital Asset Advisory Services LLC4,979$1.89M0.08%+32513F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC5,051$1.89M0.02%-7,37613F-HRTimelineGroup
Fiduciary Wealth Partners, LLC5,009$1.87M0.77%013F-HRTimeline
Advisors Capital Management, LLC4,982$1.86M0.02%-34513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,979$1.86M0.03%+32513F-HR/ATimeline
Finley Financial, LLC4,965$1.85M0.85%-1,42013F-HRTimeline
AdvisorNet Financial, Inc4,860$1.81M0.1%-9313F-HRTimeline
WESBANCO BANK INC4,853$1.81M0.05%-16013F-HRTimeline
Procyon Advisors, LLC4,853$1.81M0.09%+24113F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC4,848$1.81M1.79%13F-HRTimeline
Box Hill Private Wealth LLC4,836$1.81M1.83%13F-HRTimeline
Westmount Partners, LLC4,819$1.8M0.45%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC4,810$1.8M0.7%013F-HRTimeline
Greenspring Advisors, LLC4,800$1.79M0.11%new13F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…4,782$1.79M1.51%13F-HRTimeline
Argent Trust Co4,772$1.78M0.06%013F-HRTimeline
VestGen Advisors, LLC4,761$1.78M0.08%-23513F-HRTimeline
Morton Capital Management LLC/CA4,730$1.77M0.27%013F-HRTimeline
Parisi Gray Wealth Management4,722$1.76M0.4%-213F-HRTimeline
EQ LLC4,695$1.75M0.51%+23913F-HRTimeline
Meridian Wealth Management, LLC4,656$1.74M0.06%+6313F-HRTimeline
LBJ Family Wealth Advisors, Ltd.4,646$1.74M0.95%+1013F-HRTimeline
FIRST FINANCIAL CORP /IN/4,597$1.72M0.65%013F-HRTimeline
LEE DANNER & BASS INC4,595$1.72M0.12%-61513F-HRTimeline