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Disclosery

IWB ISHARES TR

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ETF (fund)

1,458 managers (1,478 13F filers) reported a position in IWB shares at 2026-03-31, 97,924,367 shares in all. 66 filers opened a position and 78 filers sold out during the quarter.

Managers
1,458
13F filers
1,478
New
66
Added
427
Reduced
523
Sold out
78
Shares held by filers
97,924,367

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
G2 CAPITAL MANAGEMENT, LLC / OH9,564$3.41M0.83%+113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO9,559$3.41M<0.01%+16013F-HRTimelineGroup
Haverford Trust Co9,541$3.4M0.03%013F-HRTimeline
Kera Capital Partners, Inc.9,401$3.35M0.41%+25113F-HRTimeline
Composition Wealth, LLC9,342$3.33M0.05%+6,86713F-HRTimeline
LMCG INVESTMENTS, LLC9,273$3.31M0.2%-113F-HRTimeline
StoryOne LLC0$3.29M1.85%013F-HRTimelineAmount filed as zero, left out of ratios.
MEMBERS WEALTH LLC8,431$3.29M1.96%+1,70413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,160$3.27M0.1%-1,34213F-HR/ATimelineGroup
Ashford Advisors, LLC9,105$3.25M0.76%013F-HRTimeline
Bear Mountain Capital, Inc.8,296$3.22M0.97%013F-HRTimeline
Retirement Planning Group, LLC9,039$3.22M0.1%+5,89213F-HRTimeline
Welch & Forbes LLC9,037$3.22M0.04%-813F-HRTimeline
Ellis Investment Partners, LLC9,013$3.21M0.56%-5013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV9,006$3.21M0.25%+50813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC8,882$3.17M0.01%+913F-HRTimelineGroup
ROSENBLUM SILVERMAN SUTTON S F INC /CA8,775$3.13M0.82%+92813F-HRTimeline
Mutual Advisors, LLC8,760$3.12M0.07%+613F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…8,732$3.11M0.01%-9613F-HRTimelineGroup
SVB WEALTH LLC8,695$3.1M0.2%-14513F-HRTimeline
GHP Investment Advisors, Inc.8,653$3.09M0.13%-13913F-HRTimeline
Security Financial Services, INC.8,641$3.08M0.49%-3713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…8,615$3.07M0.02%-40613F-HRTimeline
LCW Services, LLC8,442$3.01M1.5%+4,80813F-HRTimeline
Maridea Wealth Management LLC8,442$3.01M0.44%+65713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,312$2.96M0.39%+19713F-HRTimeline
SMITH, MOORE & CO.8,299$2.96M0.22%+37513F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.8,226$2.93M2.81%-5413F-HRTimeline
Cornerstone Advisory, LLC8,143$2.9M0.28%-14813F-HRTimeline
Fragasso Financial Advisors Inc8,033$2.9M0.18%+40213F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,124$2.9M0.14%013F-HRTimeline
CERTUITY, LLC7,958$2.84M0.19%+113F-HRTimeline
Topel & Distasi Wealth Management, LLC7,953$2.84M1.47%-7,40213F-HRTimeline
Accredited Investors Inc.7,838$2.79M0.15%-2,67313F-HRTimeline
Red Tortoise LLC7,837$2.79M1.17%+713F-HRTimeline
BEACON FINANCIAL GROUP7,795$2.78M0.28%-14213F-HRTimeline
Selby Wealth Management, LLC7,785$2.78M1.09%013F-HRTimeline
HUB Investment Partners, LLC7,765$2.77M0.07%+71013F-HRTimeline
TFC Financial Management, Inc.7,765$2.77M0.34%+113F-HRTimeline
TUDOR INVESTMENT CORP ET AL7,744$2.76M0.01%-24,04413F-HRTimeline
Arkadios Wealth Advisors7,733$2.76M0.05%+1,35713F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC7,725$2.75M1.12%-7013F-HRTimeline
Center for Wealth Management Advisory7,663$2.73M1.97%-2,43313F-HRTimeline
Riverpoint Wealth Management Holdings, …7,659$2.73M0.58%+1813F-HRTimeline
Modern Wealth Management, LLC7,506$2.7M0.05%+1,06613F-HRTimeline
Acropolis Investment Management, LLC7,558$2.69M0.12%013F-HRTimeline
Plum Street Advisors, LLC7,544$2.69M0.93%-21313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp7,542$2.69M0.01%013F-HRTimelineGroup
Fulton Bank, N.A.7,448$2.66M0.09%+68213F-HRTimeline
Capital Investment Management, Inc.7,417$2.64M0.91%-13513F-HRTimeline
AE Wealth Management LLC7,361$2.62M0.01%+1,18413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC7,348$2.62M0.04%-24513F-HRTimeline
Kovack Advisors, Inc.7,276$2.61M0.14%+1813F-HRTimeline
Johnson Financial Group, LLC7,331$2.61M0.17%+1213F-HRTimeline
Zhang Financial LLC7,265$2.59M0.09%+84213F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC7,192$2.56M0.83%-3013F-HRTimeline
HRT FINANCIAL LP7,190$2.56M0.01%+6,46613F-HRTimeline
Brand Asset Management Group, Inc.7,179$2.56M0.67%-4513F-HRTimeline
SAGE FINANCIAL GROUP INC7,163$2.55M0.17%-1313F-HRTimeline
Gryphon Financial Partners LLC7,159$2.55M0.27%+17613F-HRTimeline
Lutz Financial Services LLC7,156$2.55M0.17%-14813F-HRTimeline
BigSur Wealth Management LLC7,100$2.53M0.71%new13F-HRTimeline
Gemmer Asset Management LLC7,099$2.53M0.2%+113F-HRTimeline
Prime Capital Investment Advisors, LLC7,010$2.5M0.03%-56213F-HRTimeline
Foundation Wealth Management, LLC\PA6,979$2.49M0.88%013F-HRTimeline
Box Hill Private Wealth LLC6,965$2.48M2.45%+2,12913F-HRTimeline
DV Trading LLC6,958$2.48M0.23%new13F-HRTimeline
GK Wealth Management LLC7,117$2.47M2.15%new13F-HRTimeline
DWR WEALTH MANAGEMENT, LLC7,117$2.47M2.15%013F-HRTimeline
Mayflower Financial Advisors, LLC6,908$2.46M0.3%-19913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,880$2.45M0.28%013F-HRTimeline
Joel Isaacson & Co., LLC6,828$2.43M0.08%+213F-HRTimeline
WEBSTER BANK, N. A.6,827$2.43M0.23%+13013F-HRTimeline
CFM WEALTH PARTNERS LLC6,817$2.43M0.36%-45713F-HRTimeline
Parallel Advisors, LLC6,813$2.43M0.04%+31613F-HR/ATimeline
ORRSTOWN FINANCIAL SERVICES INC6,802$2.43M0.41%-5713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,785$2.42M0.03%013F-HRTimelineGroup
McNamara Financial Services, Inc.6,750$2.41M0.46%-4313F-HRTimeline
ZWJ INVESTMENT COUNSEL INC6,732$2.4M0.09%-25013F-HRTimeline
First Western Trust Bank6,719$2.4M0.12%-2,61013F-HRTimeline
Sellwood Investment Partners LLC6,690$2.39M0.94%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6,676$2.38M<0.01%-2,27413F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC6,644$2.37M0.26%013F-HRTimeline
TSA Wealth Managment LLC6,608$2.36M0.76%+12213F-HRTimeline
Wick Capital Partners, LLC6,532$2.33M0.42%-7513F-HRTimeline
LANDAAS & CO /WI /ADV6,476$2.31M0.51%-3913F-HRTimeline
Eagle Bay Advisors LLC6,473$2.31M2.04%013F-HRTimeline
Allegheny Financial Group6,442$2.3M0.31%+8613F-HRTimeline
Nadler Financial Group, Inc.6,436$2.29M0.22%-37413F-HRTimeline
Steward Partners Investment Advisory, L…6,416$2.29M0.01%-7313F-HRTimeline
Prosperity Consulting Group, LLC6,404$2.28M0.1%+3,20413F-HRTimeline
River Wealth Advisors LLC6,398$2.28M0.26%013F-HRTimeline
Genesee Capital Advisors, LLC6,394$2.28M0.96%-38713F-HRTimeline
Horst & Graben Wealth Management LLC5,808$2.27M0.31%-12413F-HRTimeline
Broadview Financial Management, LLC6,360$2.27M1.55%+1213F-HRTimeline
Sightline Wealth Advisors, LLC6,350$2.26M0.96%-4513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,317$2.25M0.13%-2913F-HRTimelineGroup
D.A. DAVIDSON & CO.6,291$2.24M0.01%-5,18513F-HRTimeline
GenWealth Group, Inc.6,287$2.24M0.38%-713F-HRTimeline
HighPoint Advisor Group LLC6,189$2.21M0.09%+6213F-HRTimeline
Vision Capital Management, Inc.6,146$2.19M0.28%013F-HRTimeline
Capital Asset Advisory Services LLC5,639$2.19M0.08%+66013F-HRTimeline
Summit Financial, LLC6,124$2.18M0.03%+38713F-HRTimeline
Meramec Financial Planners, LLC5,594$2.17M0.86%-99613F-HRTimeline
Rossmore Private Capital6,095$2.17M0.19%013F-HRTimeline
Asset Dedication, LLC6,093$2.17M0.15%+72013F-HRTimeline
One Wealth Advisors, LLC6,047$2.16M0.27%-1,10613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC6,046$2.16M0.03%-28913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,031$2.15M<0.01%-26,20613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,995$2.14M0.02%+3,05613F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,992$2.14M0.19%-2,80813F-HRTimelineGroup
Smithfield Trust Co5,967$2.13M0.09%+19613F-HRTimeline
Bawa N Mallick Trust5,960$2.13M0.87%013F-HRTimeline
GenTrust, LLC5,942$2.12M0.09%013F-HRTimeline
Mesirow Financial Investment Management…5,913$2.11M0.03%+7713F-HRTimeline
Ardent Capital Management, Inc.5,902$2.1M0.9%013F-HRTimeline
NorthCrest Asset Manangement, LLC5,844$2.1M0.07%-94913F-HRTimeline
Truepoint, Inc.5,858$2.09M0.05%013F-HRTimeline
Foundations Investment Advisors, LLC5,854$2.09M0.03%+42713F-HRTimeline
Dorsey & Whitney Trust CO LLC5,843$2.08M0.11%-1,42813F-HRTimeline
Berman McAleer LLC5,819$2.07M0.28%-12513F-HRTimeline
VestGen Advisors, LLC5,154$2.07M0.06%+39313F-HRTimeline
CAPITAL CITY TRUST CO/FL5,805$2.07M0.47%+4813F-HRTimeline
Manchester Capital Management LLC5,780$2.06M0.3%+613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.5,779$2.06M0.21%-24713F-HRTimeline
Arax Advisory Partners5,764$2.06M0.06%+3,68813F-HRTimeline
Paul R. Ried Financial Group, LLC5,743$2.05M0.95%-9413F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC5,709$2.04M0.36%new13F-HRTimeline
World Investment Advisors5,676$2.02M0.03%-2413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT5,507$2.01M0.59%+2,70713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,636$2.01M0.73%+27213F-HRTimeline
ADE, LLC5,506$1.96M0.94%+1213F-HRTimeline
TSFG, LLC5,461$1.95M0.3%+113F-HRTimeline
Auour Investments LLC5,449$1.94M0.61%-413F-HRTimeline
Aspen Investment Management Inc5,389$1.92M0.59%+313F-HRTimeline
Nemes Rush Group LLC5,381$1.92M0.18%-9713F-HRTimeline
Cypress Wealth Services, LLC5,364$1.91M0.27%-96813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,348$1.91M0.04%-18,48113F-HRTimeline
Ausdal Financial Partners, Inc.5,319$1.9M0.08%-18713F-HRTimeline
Kingsview Wealth Management, LLC5,309$1.89M0.03%-65713F-HRTimeline
Layline Advisors, LLC5,307$1.89M2.12%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,298$1.89M<0.01%-72213F-HRTimelineGroup
SC&H Financial Advisors, Inc.5,278$1.88M0.28%+213F-HRTimeline
Keebeck Wealth Management5,263$1.88M0.21%+14313F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC5,239$1.87M0.41%013F-HRTimeline
Headlands Technologies LLC5,231$1.87M0.21%+4,53913F-HRTimeline
Talisman Wealth Advisors LLC5,223$1.86M1.5%013F-HRTimeline
Asempa Wealth Advisors5,172$1.86M1.62%-6513F-HRTimeline
AVISO WEALTH MANAGEMENT5,200$1.85M0.84%013F-HRTimeline
Lunt Capital Management, Inc.5,193$1.85M0.71%013F-HRTimeline
Focus Financial Network, Inc.5,189$1.85M0.07%+3413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,162$1.84M0.03%-10813F-HRTimeline
Livet Wealth, LLC5,149$1.84M1.17%+513F-HRTimeline
Phillip James Consulting Co.12,082$1.83M1.39%new13F-HRTimeline
Landmark Wealth Management, LLC5,121$1.83M0.49%+2,12313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding4,678$1.82M+1,224Timeline
Carrera Capital Advisors5,077$1.81M0.28%+1213F-HRTimeline
Fisher Asset Management, LLC5,059$1.8M<0.01%-1,35513F-HRTimeline
Simmons Bankin group Simmons Bank5,060$1.8M0.12%-4813F-HRTimelineGroup
Detalus Advisors, LLC5,038$1.8M0.41%-7413F-HRTimeline
Finley Financial, LLC4,965$1.77M0.83%013F-HRTimeline
WESBANCO BANK INC4,869$1.74M0.05%+1613F-HRTimeline
Westmount Partners, LLC4,819$1.72M0.42%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC4,810$1.72M0.67%013F-HRTimeline
Hoxton Planning & Management, LLC4,783$1.71M0.51%-55113F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC4,773$1.7M1.68%-7513F-HRTimeline
Argent Trust Co4,772$1.7M0.06%013F-HRTimeline
Greenspring Advisors, LLC4,772$1.7M0.1%-2813F-HRTimeline
Legacy Edge Advisors, LLC4,763$1.7M0.18%-32913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,760$1.7M0.04%+24913F-HR/ATimeline
Crestmont Private Wealth LLC4,742$1.69M0.53%-8,32813F-HRTimeline
Advisors Capital Management, LLC4,736$1.69M0.02%-24613F-HRTimeline
Morton Capital Management LLC/CA4,730$1.69M0.25%013F-HRTimeline
Sharkey, Howes & Javer4,727$1.69M0.23%-42213F-HRTimeline
Parisi Gray Wealth Management4,725$1.68M0.4%+313F-HRTimeline
EQ LLC4,696$1.67M0.47%+113F-HRTimeline
Meridian Wealth Management, LLC4,660$1.66M0.06%+413F-HRTimeline
Savvy Advisors, Inc.4,656$1.66M0.04%+18113F-HRTimeline
FIRST FINANCIAL CORP /IN/4,597$1.64M0.64%013F-HRTimeline
Procyon Advisors, LLC4,596$1.64M0.08%-25713F-HRTimeline
Roundview Capital LLC4,570$1.63M0.1%013F-HRTimeline
17 CAPITAL PARTNERS, LLC4,541$1.62M0.84%+20613F-HRTimeline
Advisor Resource Council4,539$1.62M0.64%-6,39413F-HRTimeline
Frank, Rimerman Advisors LLC4,535$1.62M0.11%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC4,534$1.62M0.16%new13F-HRTimeline
CFS Investment Advisory Services, LLC4,155$1.62M0.11%-32713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,528$1.61M0.01%new13F-HRTimelineGroup
LBJ Family Wealth Advisors, Ltd.4,655$1.61M0.95%+913F-HRTimeline
GRANDFIELD & DODD, LLC4,523$1.61M0.09%013F-HRTimeline
NewEdge Wealth, LLC4,513$1.61M0.02%+16713F-HRTimeline
MidFirst Bank4,504$1.61M0.13%013F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…4,499$1.6M1.26%-28313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,488$1.6M0.02%-13,78913F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC4,475$1.6M0.06%+1,45013F-HRTimelineGroup
One Capital Management, LLC4,477$1.6M0.04%+1,65713F-HRTimeline
Optivise Advisory Services LLC4,454$1.59M0.96%+2213F-HRTimeline
Scharf Investments, LLC4,295$1.53M0.05%-4,01813F-HRTimeline
Certified Advisory Corp4,283$1.53M0.14%-10413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.4,281$1.53M0.52%-4213F-HRTimeline
Balance Wealth Partners LLC4,263$1.52M0.47%+9113F-HRTimeline