Skip to content
Disclosery

IWB ISHARES TR

Follow

ETF (fund)

1,536 managers (1,556 13F filers) reported a position in IWB shares at 2026-06-30, 95,842,256 shares in all. 118 filers opened a position and 40 filers sold out during the quarter.

Managers
1,536
13F filers
1,556
New
118
Added
374
Reduced
569
Sold out
40
Shares held by filers
95,842,256

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LEAVELL INVESTMENT MANAGEMENT, INC.4,421$1.81M0.07%+20013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,413$1.81M0.02%-7513F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC4,410$1.81M0.44%new13F-HRTimeline
Meridian Wealth Management, LLC4,381$1.79M0.06%-27913F-HRTimeline
World Investment Advisors4,550$1.77M0.03%-1,12613F-HRTimeline
Peck Wealth Management, LLC4,291$1.76M1.48%+14113F-HRTimeline
Certified Advisory Corp4,278$1.75M0.14%-513F-HRTimeline
Balance Wealth Partners LLC4,261$1.74M0.46%-213F-HRTimeline
First Business Financial Services, Inc.4,244$1.74M0.13%013F-HRTimeline
LaSalle St. Investment Advisors, LLC4,224$1.73M0.21%+1,33213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.4,224$1.73M0.53%-5713F-HRTimeline
True North Advisors, LLC4,219$1.73M0.17%-2013F-HRTimeline
NewEdge Wealth, LLC4,167$1.71M0.02%-34613F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC4,130$1.69M0.03%-2513F-HRTimelineGroup
Bluespring Wealth Management, LLC4,128$1.69M0.03%+1,03213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,119$1.69M+473Timeline
Coastline Trust Co4,096$1.68M0.15%-3013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
INDEPENDENT FINANCIAL GROUP, LLC4,093$1.68M0.03%-66713F-HRTimeline
AdvisorNet Financial, Inc4,049$1.66M0.08%-19713F-HRTimeline
FSM Wealth Advisors, LLC4,049$1.66M0.18%+55813F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC3,994$1.64M0.05%-48113F-HRTimelineGroup
ANDREWS, LUCIA WEALTH MANAGEMENT LLC3,991$1.63M0.86%013F-HRTimeline
Capital Investment Advisors, LLC3,983$1.63M0.02%+16413F-HRTimeline
Neumann Capital Management, LLC3,978$1.63M1.08%013F-HRTimeline
McCarthy Asset Management, Inc.3,939$1.61M0.76%13F-HRTimeline
Eagle Strategies LLC3,928$1.61M0.16%-5313F-HRTimeline
One Capital Management, LLC4,477$1.6M0.04%013F-HRTimeline
EQUITABLE TRUST CO3,896$1.6M0.07%013F-HRTimeline
Larson Financial Group LLC3,896$1.6M0.04%+16313F-HRTimeline
Betterment LLC3,887$1.59M<0.01%+31513F-HRTimeline
Key Financial Inc3,880$1.59M0.26%+22513F-HRTimeline
Balentine LLC3,868$1.58M0.06%013F-HRTimeline
James J. Burns & Company, LLC3,863$1.58M0.17%-3413F-HRTimeline
Tanager Wealth Management LLP3,850$1.58M0.14%013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC3,834$1.57M0.6%013F-HRTimeline
Kendall Capital Management3,818$1.56M0.26%-35013F-HRTimeline
LEE DANNER & BASS INC3,760$1.54M0.09%-3513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp3,728$1.53M0.04%+713F-HRTimelineGroup
PETREDIS INVESTMENT ADVISORS LLC3,684$1.51M0.1%013F-HRTimeline
Ellevest, Inc.3,945$1.51M0.18%+42913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,667$1.5M0.01%-14413F-HRTimelineGroup
Abundance Wealth Counselors3,654$1.5M0.1%+1,00713F-HRTimeline
ASL Financial, LLC3,650$1.49M1.05%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3,641$1.49M1.03%-6513F-HRTimeline
Valmark Advisers, Inc.3,626$1.48M0.02%-3913F-HRTimeline
STABLEFORD CAPITAL II LLC3,622$1.48M0.51%+2,49413F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,620$1.48M0.14%-5213F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp3,596$1.47M0.06%-39313F-HRTimelineGroup
TD Waterhouse Canada Inc.3,600$1.47M<0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,589$1.47M0.01%+5413F-HRTimelineGroup
Hilltop National Bank3,568$1.46M0.31%013F-HRTimeline
Heritage Wealth Advisors3,548$1.45M0.05%013F-HRTimeline
Whitegate Investment Counselors, Inc.3,543$1.45M0.41%013F-HRTimeline
CFS Investment Advisory Services, LLC3,546$1.45M0.1%-60913F-HRTimeline
W.H. Cornerstone Investments Inc.3,527$1.44M0.82%-3413F-HRTimeline
Strategic Wealth Partners, Ltd.3,509$1.44M0.09%-2213F-HRTimeline
Decker Wealth Management LLC3,463$1.42M0.3%013F-HRTimeline
PlanVest Financial, Inc3,424$1.4M0.94%-8213F-HRTimeline
Harbor Asset Planning, Inc.3,409$1.4M1.05%+613F-HRTimeline
Optimist Retirement Group LLC3,407$1.4M0.54%-4413F-HRTimeline
Pathway Financial Advisors LLC3,400$1.39M0.16%013F-HRTimeline
Choate Investment Advisors3,391$1.39M0.02%-12113F-HRTimeline
Simplicity Wealth,LLC3,386$1.39M0.05%+16813F-HRTimeline
WealthPlan Investment Management, LLC3,384$1.39M0.07%-14113F-HRTimeline
Denver PWM, LLC3,255$1.38M0.45%+713F-HRTimeline
OFC FINANCIAL PLANNING, LLC3,381$1.38M1.23%-5813F-HRTimeline
McAdam, LLC3,374$1.38M0.05%+2,14113F-HRTimeline
Montecito Bank & Trust3,344$1.37M0.2%-6013F-HRTimeline
Bollard Group LLC3,344$1.37M0.04%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC3,331$1.36M0.34%013F-HRTimeline
PATTEN & PATTEN INC/TN3,329$1.36M0.07%013F-HRTimeline
Vawter Financial, Ltd.3,319$1.36M0.51%-4713F-HRTimeline
TI-TRUST, INC3,317$1.36M0.73%-10213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC3,286$1.35M0.1%013F-HRTimeline
Legacy Private Trust Co.3,264$1.34M0.07%013F-HRTimeline
REGIMEN WEALTH, LLC3,255$1.33M0.36%+713F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,235$1.32M0.06%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3,228$1.32M0.38%013F-HRTimeline
Polaris Investment Advisors, LLC3,225$1.32M0.85%-513F-HRTimeline
Meridian Wealth Advisors, LLC3,190$1.31M0.15%013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding3,187$1.31M+980Timeline
Note Advisors, LLC3,165$1.3M0.56%-313F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC3,145$1.29M0.02%-42813F-HRTimelineGroup
Wealth Architects, LLC3,121$1.28M0.1%013F-HRTimeline
WATERS PARKERSON & CO., LLC3,110$1.27M0.06%-4013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,101$1.27M0.31%+713F-HRTimeline
Mittelman Wealth Management1,972$1.27M0.84%-1,45613F-HRTimeline
PRAIRIE ADVISORY, LLC3,094$1.27M0.3%13F-HRTimeline
SPINNAKER TRUST3,092$1.27M0.06%013F-HRTimeline
DAVENPORT & Co LLC3,084$1.26M0.01%+9713F-HRTimeline
Waterfront Wealth Inc.3,047$1.26M0.2%-1913F-HRTimeline
Rockwood Wealth Management, LLC3,071$1.26M0.08%-213F-HRTimeline
Wealthquest Corp3,058$1.25M0.08%013F-HRTimeline
Heartwood Wealth Advisors LLC3,055$1.25M0.1%+8113F-HRTimeline
CORTLAND ASSOCIATES INC/MO3,038$1.24M0.18%013F-HRTimeline
Tassel Capital Management, Inc.3,016$1.24M0.58%new13F-HRTimeline
Capital Advisors, Ltd. LLC2,987$1.22M0.12%-713F-HRTimeline
Praetorian Wealth Management, Inc.2,985$1.22M0.21%-30013F-HRTimeline
IFG Advisors, LLC2,974$1.22M0.17%+413F-HRTimeline
HM PAYSON & CO2,972$1.22M0.02%013F-HRTimeline
McClarren Financial Advisors, Inc.2,970$1.22M0.63%-8713F-HRTimeline
BLB&B Advisors, LLC2,962$1.21M0.04%-2013F-HRTimeline
INSTRUMENTAL WEALTH, LLC2,960$1.21M0.61%-25113F-HRTimeline
OFS Enterprise LLC2,959$1.21M0.31%013F-HRTimeline
Venturi Wealth Management, LLC2,946$1.21M0.05%+113F-HRTimeline
Biondo Investment Advisors, LLC2,943$1.21M0.15%new13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA2,945$1.2M0.03%013F-HRTimelineGroup
JHP Wealth Management, LLC2,933$1.2M0.98%-213F-HRTimeline
GREENLEAF TRUST2,932$1.2M0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,929$1.2M0.11%-2813F-HRTimeline
CJM Wealth Advisers, Ltd.2,926$1.2M0.31%013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV2,925$1.2M0.5%013F-HRTimeline
FIRST HORIZON CORP2,912$1.19M0.05%-1,10513F-HRTimeline
COZAD ASSET MANAGEMENT INC2,904$1.19M0.08%013F-HRTimeline
ATLas Financial Planning LLC2,900$1.19M0.96%-29813F-HRTimeline
WEST PACES ADVISORS INC.2,840$1.16M0.2%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,839$1.16M0.28%-2713F-HRTimeline
Legacy Trust2,825$1.16M0.2%-6013F-HRTimeline
Pallas Capital Advisors LLC2,805$1.15M0.04%new13F-HRTimeline
MGO ONE SEVEN LLC2,795$1.14M0.02%-14413F-HRTimeline
Regal Investment Advisors LLC2,792$1.14M0.06%-4513F-HRTimeline
SEMITAM BONAM LLC2,787$1.14M0.84%-11013F-HRTimeline
Pacific Park Financial, Inc.2,780$1.14M0.66%-75313F-HRTimeline
Independence Bank of Kentucky2,770$1.13M0.13%+2,30213F-HRTimeline
KICKSTAND VENTURES, LLC.2,767$1.13M0.21%-3913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,762$1.13M0.02%-16813F-HRTimelineGroup
Segment Wealth Management, LLC2,745$1.12M0.06%-613F-HRTimeline
Hamilton Wealth, LLC2,745$1.12M0.21%013F-HRTimeline
LGL PARTNERS, LLC2,710$1.11M0.41%+513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,707$1.11M0.3%-2,80013F-HRTimeline
First National Trust Co2,700$1.11M0.04%013F-HRTimeline
HTG Investment Advisors, Inc.2,696$1.1M0.28%013F-HRTimeline
Stordahl Capital Management, Inc.2,691$1.1M0.2%-2013F-HRTimeline
Hemenway Trust Co LLC2,689$1.1M0.08%013F-HRTimeline
Northstar Group, Inc.2,662$1.09M0.14%013F-HRTimeline
NorthCoast Asset Management LLC2,644$1.08M0.02%-1,07413F-HRTimeline
Shepherd Financial Partners LLC2,627$1.08M0.09%013F-HRTimeline
NWAM LLC2,625$1.07M0.05%-35413F-HRTimeline
Signal Advisors Wealth, LLC2,602$1.07M0.06%+1,58013F-HRTimeline
Warren Street Wealth Advisors, LLC2,599$1.06M0.24%013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…2,598$1.06M0.04%+2513F-HRTimeline
Patten Group, Inc.2,590$1.06M0.16%-8913F-HRTimeline
RMR Wealth Builders2,588$1.06M0.07%013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC2,582$1.06M0.2%+313F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,565$1.05M0.03%-13813F-HRTimeline
FIRST AMERICAN TRUST, FSB2,565$1.05M0.06%+5213F-HRTimeline
IHT Wealth Management, LLC2,547$1.04M0.02%+20413F-HRTimeline
Falcon Wealth Planning2,531$1.04M0.07%+513F-HRTimeline
Tranquility Partners, LLC2,529$1.04M0.36%+1513F-HRTimeline
Syverson Strege & Co2,529$1.04M0.23%013F-HRTimeline
ONE Advisory Partners, LLC2,521$1.03M0.28%-1913F-HRTimeline
5T Wealth, LLC2,519$1.03M0.38%-25813F-HRTimeline
ROCKLAND TRUST CO2,519$1.03M0.04%+2813F-HRTimeline
Willis Johnson & Associates, Inc.2,514$1.03M0.06%-12213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,504$1.03M0.07%013F-HRTimeline
Cornerstone Financial Management LLC2,498$1.02M0.82%-10013F-HR/ATimeline
Moran Wealth Management, LLC2,484$1.02M0.03%new13F-HRTimeline
GQG Partners LLC2,481$1.02M<0.01%+1,37113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC2,470$1.01M0.33%-15513F-HRTimeline
Crews Bank & Trust2,461$1.01M0.13%+2,34513F-HRTimeline
ShoreHaven Wealth Partners, LLC2,446$1M0.32%-913F-HRTimeline
Tradition Wealth Management, LLC2,437$998K0.06%-8913F-HRTimeline
BRANDES INVESTMENT PARTNERS, LPin group BRANDES INVESTMENT PARTNERS, …2,428$994K0.01%new13F-HRTimelineGroup
Steelhead Wealth Management LLC2,428$994K0.4%013F-HRTimeline
Optivise Advisory Services LLC2,426$993K0.5%-2,02813F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,421$991K0.48%013F-HRTimeline
SFMG, LLC2,416$989K0.06%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,412$988K0.06%013F-HRTimeline
Strategic Advisors LLC2,409$987K0.22%-2713F-HRTimeline
Kelman-Lazarov, Inc.2,403$984K0.13%013F-HRTimeline
MONECO ADVISORS, LLC2,396$981K0.06%+413F-HRTimeline
Gutierrez Wealth Advisory, LLC2,389$978K0.57%+4013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA2,386$977K0.02%new13F-HRTimelineGroup
Penney Financial, LLC2,380$975K0.34%013F-HRTimeline
LCNB CORP2,365$968K0.3%013F-HRTimeline
MAYPORT, LLC2,352$963K0.15%013F-HRTimeline
NWF Advisory Services Inc.2,351$963K0.09%-7813F-HRTimeline
Annex Advisory Services, LLC2,346$961K0.02%-15813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …2,346$961K0.13%+613F-HRTimeline
Topsail Wealth Management, LLC2,334$956K0.12%013F-HRTimeline
Carnegie Investment Counsel2,322$951K0.02%013F-HRTimeline
Stronghold Wealth Management L.L.C.2,322$951K1.27%-513F-HRTimeline
ENZI WEALTH2,292$943K0.3%-413F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,300$942K<0.01%013F-HRTimelineGroup
Maloon Powers Pitre Higgins & Dennehy, …2,299$941K0.32%13F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.2,629$937K0.53%013F-HRTimeline
Graver Capital Management, LLC2,286$936K0.67%013F-HRTimeline
Old North State Wealth Management, LLC2,285$936K0.4%+413F-HRTimeline
Soundwatch Capital LLC2,285$936K0.1%-89813F-HRTimeline
Retirement Wealth Solutions LLC2,274$931K0.51%+3913F-HRTimeline
Next Level Private LLC2,268$929K0.18%+313F-HRTimeline
Palatine Hill Wealth Management, LLC2,247$920K0.74%-13513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,240$917K0.02%013F-HRTimeline
Westbourne Investment Advisors, Inc.2,240$917K0.25%013F-HRTimeline
Fairvoy Private Wealth, LLC2,227$912K0.18%new13F-HRTimeline
Harbor Group, Inc.2,226$911K0.11%+313F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,205$903K0.08%013F-HRTimeline
BSW Wealth Partners2,197$900K0.1%013F-HRTimeline
Clear Creek Financial Management, LLC2,195$899K0.06%+18413F-HRTimeline
Synergy Investment Management, LLC2,194$898K0.22%013F-HRTimeline