IWB ISHARES TR

ETF (fund)

1,346 managers (1,360 13F filers) reported a position in IWB shares at 2024-12-31, 100,574,860 shares in all. 72 filers opened a position and 45 filers sold out during the quarter.

Managers: 1,346
13F filers: 1,360
New: 72
Added: 395
Reduced: 424
Sold out: 45
Shares held by filers: 100,574,860

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
ROVIN CAPITAL /UT/ /ADV	3,976	$1.28M	0.46%	-319	13F-HR Timeline
Vestmark Advisory Solutions, Inc.	3,972	$1.28M	0.04%	+1,065	13F-HR Timeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …	3,957	$1.27M	0.02%	+63	13F-HR Timeline Group
Capital Asset Advisory Services LLC	3,900	$1.27M	0.06%	0	13F-HR Timeline
Wick Capital Partners, LLC	3,927	$1.27M	0.37%	-692	13F-HR/A Timeline
AXXCESS WEALTH MANAGEMENT, LLC	3,927	$1.27M	0.03%	+27	13F-HR Timeline
McCarthy Asset Management, Inc.	3,911	$1.26M	0.89%	-523	13F-HR Timeline
Prime Capital Investment Advisors, LLC	3,902	$1.26M	0.02%	-500	13F-HR Timeline
Graver Capital Management, LLC	3,878	$1.25M	1.31%		13F-HR Timeline
Balentine LLC	3,868	$1.25M	0.05%	-102	13F-HR Timeline
Note Advisors, LLC	3,859	$1.24M	1.1%		13F-HR Timeline
Eagle Strategies LLC	3,846	$1.24M	0.21%	+2	13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	3,845	$1.24M	0.02%	+239	13F-HR Timeline Group
AdvisorNet Financial, Inc	3,821	$1.23M	0.1%	+168	13F-HR Timeline
INDEPENDENT FINANCIAL GROUP, LLC	3,821	$1.23M	0.04%	+79	13F-HR Timeline
Tanager Wealth Management LLP	3,800	$1.22M	0.16%	0	13F-HR Timeline
Wealthstream Advisors, Inc.	3,797	$1.22M	0.23%	0	13F-HR Timeline
Pinnacle Financial Partners Inc	3,787	$1.22M	0.02%	+25	13F-HR Timeline
Strategic Wealth Partners, Ltd.	3,626	$1.22M	0.1%	0	13F-HR Timeline
Soundwatch Capital LLC	3,769	$1.21M	0.13%	0	13F-HR Timeline
Syverson Strege & Co	3,757	$1.21M	0.4%	+3	13F-HR Timeline
Choate Investment Advisors	3,752	$1.21M	0.03%	-2	13F-HR Timeline
GRANDFIELD & DODD, LLC	3,723	$1.2M	0.07%	0	13F-HR Timeline
Diversified Portfolios, Inc.	3,720	$1.2M	0.13%	+182	13F-HR Timeline
LMR Partners LLPin group LMR Partners LLP	3,712	$1.2M	0.02%	+512	13F-HR Timeline Group
Key Financial Inc	3,709	$1.19M	0.27%	-137	13F-HR Timeline
Kendall Capital Management	3,692	$1.19M	0.35%	+2,560	13F-HR Timeline
PETREDIS INVESTMENT ADVISORS LLC	3,684	$1.19M	0.12%	0	13F-HR Timeline
Keebeck Wealth Management	3,679	$1.19M	0.17%	0	13F-HR Timeline
Westmount Partners, LLC	3,674	$1.18M	0.36%	0	13F-HR Timeline
Legacy Trust	3,655	$1.18M	0.27%	-380	13F-HR Timeline
INSTRUMENTAL WEALTH, LLC	3,524	$1.16M	1.1%	0	13F-HR Timeline
TSA Wealth Managment LLC	3,593	$1.16M	0.47%	+32	13F-HR Timeline
Hilltop National Bank	3,568	$1.15M	0.35%	0	13F-HR Timeline
Whitegate Investment Counselors, Inc.	3,568	$1.15M	0.39%	0	13F-HR Timeline
Maridea Wealth Management LLC	3,567	$1.15M	0.37%		13F-HR Timeline
MGO ONE SEVEN LLC	3,542	$1.14M	0.04%	-1,117	13F-HR Timeline
Legacy Private Trust Co.	3,533	$1.14M	0.07%	0	13F-HR Timeline
Flaharty Asset Management, LLC	3,528	$1.14M	0.17%	0	13F-HR Timeline
OFC FINANCIAL PLANNING, LLC	3,508	$1.13M	1.19%		13F-HR Timeline
Good Life Advisors, LLC	3,474	$1.12M	0.08%	-3,596	13F-HR Timeline
Kades & Cheifetz LLC	3,471	$1.12M	0.57%	+11	13F-HR Timeline
Roundview Capital LLC	3,467	$1.12M	0.08%	+161	13F-HR Timeline
Vawter Financial, Ltd.	3,461	$1.11M	0.67%	-68	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	3,453	$1.11M		-2	Timeline Colonial Trust Advisors: 3,400 (0.1%) 13F-HR Colonial Trust Co / SC: 53 (<0.01%) 13F-HR
Optimist Retirement Group LLC	3,440	$1.11M	0.52%	0	13F-HR Timeline
Belpointe Asset Management LLC	3,569	$1.1M	0.07%	-2,808	13F-HR Timeline
TI-TRUST, INC	3,419	$1.1M	0.74%	0	13F-HR Timeline
Pathway Financial Advisors LLC	3,400	$1.1M	0.25%	new	13F-HR Timeline
BRANDYWINE OAK PRIVATE WEALTH LLC	3,373	$1.09M	0.11%	0	13F-HR Timeline
Warren Street Wealth Advisors, LLC	3,350	$1.08M	0.44%	-71	13F-HR Timeline
Global Retirement Partners, LLC	3,347	$1.08M	0.03%	+378	13F-HR Timeline
AVITY INVESTMENT MANAGEMENT INC.	3,330	$1.07M	0.08%	-1,067	13F-HR Timeline
Fragasso Financial Advisors Inc	3,326	$1.07M	0.08%	-269	13F-HR Timeline
Horst & Graben Wealth Management LLC	3,324	$1.07M	0.19%	+11	13F-HR Timeline
Strategic Advisors LLC	3,306	$1.07M	0.19%	-1,044	13F-HR Timeline
Bollard Group LLC	3,300	$1.06M	0.03%	+10	13F-HR Timeline
AE Wealth Management LLC	3,293	$1.06M	0.01%	-212	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	3,293	$1.06M	0.26%	new	13F-HR Timeline
GRIES FINANCIAL LLC	3,288	$1.06M	0.19%	0	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	3,277	$1.06M	0.03%	+5	13F-HR Timeline
MA Private Wealth	3,267	$1.05M	0.2%	0	13F-HR Timeline
COZAD ASSET MANAGEMENT INC	3,253	$1.05M	0.1%	0	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	3,227	$1.04M	0.4%	+1	13F-HR Timeline
GPS Wealth Strategies Group, LLC	3,207	$1.03M	0.13%	+13	13F-HR Timeline
Wealthquest Corp	3,206	$1.03M	0.08%	0	13F-HR Timeline
Denver PWM, LLC	3,206	$1.03M	0.4%	+10	13F-HR Timeline
Valmark Advisers, Inc.	3,204	$1.03M	0.02%	+717	13F-HR Timeline
Brookstone Capital Managementin group Brookstone Capital Management	3,194	$1.03M	0.01%	-267	13F-HR Timeline Group
Kingsview Wealth Management, LLC	3,194	$1.03M	0.02%	-9,855	13F-HR Timeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC	3,186	$1.03M	0.26%	+423	13F-HR Timeline Group
SPINNAKER TRUST	3,165	$1.02M	0.06%	0	13F-HR Timeline
CJM Wealth Advisers, Ltd.	3,157	$1.02M	0.34%	0	13F-HR Timeline
REGIMEN WEALTH, LLC	3,154	$1.02M	0.33%	+10	13F-HR Timeline
Bluespring Wealth Management, LLC	3,151	$1.02M	0.1%	0	13F-HR Timeline
Meridian Wealth Advisors, LLC	3,151	$1.02M	0.17%	+8	13F-HR Timeline
WATERS PARKERSON & CO., LLC	3,150	$1.01M	0.05%	0	13F-HR Timeline
Waterfront Wealth Inc.	3,124	$1.01M	0.25%	+1,136	13F-HR Timeline
Scissortail Wealth Management, LLC	3,122	$1.01M	0.26%	+3,121	13F-HR Timeline
DAVENPORT & Co LLC	3,122	$1.01M	0.01%	-104	13F-HR Timeline
Wealth Architects, LLC	3,121	$1.01M	0.11%	0	13F-HR Timeline
COURIER CAPITAL LLC	3,084	$994K	0.07%	-149	13F-HR Timeline
Prosperity Consulting Group, LLC	3,075	$991K	0.07%	-14	13F-HR Timeline
Wolf Group Capital Advisors	4,040	$985K	0.48%	0	13F-HR Timeline
Wagner Wealth Management, LLC	3,045	$981K	0.25%	0	13F-HR Timeline
CORTLAND ASSOCIATES INC/MO	3,038	$979K	0.11%	0	13F-HR Timeline
USA FINANCIAL FORMULAS	3,038	$979K	0.15%	-165	13F-HR Timeline
Retirement Planning Group, LLC	3,030	$976K	0.05%	0	13F-HR Timeline
AMI ASSET MANAGEMENT CORP	3,020	$973K	0.05%	+1,571	13F-HR Timeline
Connecticut Wealth Management, LLC	3,014	$971K	0.05%	-547	13F-HR Timeline
Chandler Asset Management, Inc.	3,000	$966K	0.18%	-2,000	13F-HR Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC	2,989	$963K	0.03%	+240	13F-HR Timeline Group
Savvy Advisors, Inc.	2,960	$954K	0.11%	0	13F-HR Timeline
Henrickson Nauta Wealth Advisors, Inc.	2,957	$953K	0.39%	0	13F-HR Timeline
Heartwood Wealth Advisors LLC	2,954	$952K	0.11%	0	13F-HR Timeline
Venturi Wealth Management, LLC	2,945	$949K	0.05%	0	13F-HR Timeline
GREENLEAF TRUST	2,939	$947K	0.01%	0	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	2,901	$934K	0.05%	+1	13F-HR Timeline
TANDEM CAPITAL MANAGEMENT CORP /ADV	2,895	$933K	0.5%	0	13F-HR Timeline
Capital Advisors, Ltd. LLC	2,894	$932K	0.12%	0	13F-HR Timeline
Hemenway Trust Co LLC	2,890	$931K	0.08%	-120	13F-HR Timeline
Fi3 FINANCIAL ADVISORS, LLC	2,867	$924K	0.35%	0	13F-HR Timeline
ENZI WEALTH	2,762	$923K	0.35%	-28	13F-HR Timeline
LOWE BROCKENBROUGH & CO INC	2,855	$920K	0.06%	0	13F-HR Timeline
Facet Wealth, Inc.	2,767	$917K	0.02%	-296	13F-HR Timeline
WEST PACES ADVISORS INC.	2,840	$915K	0.22%	0	13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	2,824	$910K	0.06%	0	13F-HR Timeline
Gladstone Institutional Advisory LLC	2,813	$906K	0.04%	-23	13F-HR Timeline
Oldfather Financial Services, LLC	2,772	$893K	0.34%	-311	13F-HR Timeline
Segment Wealth Management, LLC	2,761	$889K	0.06%	0	13F-HR Timeline
Almanack Investment Partners, LLC.	2,754	$887K	0.14%	-14	13F-HR Timeline
Kera Capital Partners, Inc.	2,752	$887K	0.26%		13F-HR Timeline
Abundance Wealth Counselors	2,735	$881K	0.19%	-20	13F-HR Timeline
First National Trust Co	2,708	$872K	0.03%	-1,300	13F-HR Timeline
Boston Trust Walden Corpin group Boston Trust Walden Corp	2,705	$871K	0.01%	0	13F-HR Timeline Group
Roehl & Yi Investment Advisors, LLC	2,697	$869K	0.48%		13F-HR Timeline
RFG Advisory, LLC	2,692	$867K	0.02%	-89	13F-HR Timeline
WorthPointe, LLC	2,689	$866K	0.36%	+363	13F-HR Timeline
Heritage Family Offices, LLP	2,675	$862K	0.43%	new	13F-HR Timeline
LGL PARTNERS, LLC	2,669	$860K	0.12%	+8	13F-HR Timeline
CENTRAL TRUST Co	2,660	$857K	0.02%	+1,708	13F-HR Timeline
Shepherd Financial Partners LLC	2,633	$848K	0.1%	-24	13F-HR Timeline
IHT Wealth Management, LLC	2,633	$848K	0.03%	-1,769	13F-HR Timeline
Azimuth Capital Investment Management L…	2,619	$844K	0.03%	+311	13F-HR Timeline
Americana Partners, LLC	2,603	$839K	0.03%	+780	13F-HR Timeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC	2,556	$823K	0.02%	+852	13F-HR Timeline Group
TRANSATLANTIQUE PRIVATE WEALTH LLC	2,549	$821K	0.31%	0	13F-HR/A Timeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…	2,540	$818K	0.05%	-82	13F-HR Timeline
Northstar Group, Inc.	2,529	$815K	0.14%	+75	13F-HR Timeline
TRANSCEND CAPITAL ADVISORS, LLC	2,527	$814K	0.06%	+11	13F-HR Timeline
Tradition Wealth Management, LLC	2,519	$812K	0.07%	-89	13F-HR Timeline
Carnegie Investment Counsel	2,482	$800K	0.02%	0	13F-HR Timeline
BURKE & HERBERT BANK & TRUST CO	2,482	$800K	0.19%	0	13F-HR Timeline
Falcon Wealth Planning	2,455	$791K	0.09%	new	13F-HR Timeline
AMERIFLEX GROUP, INC.	2,375	$789K	0.36%		13F-HR Timeline
FIRETHORN WEALTH PARTNERS, LLC	2,443	$787K	0.39%	-38	13F-HR Timeline
Sprinkle Financial Consultants LLC	2,442	$787K	0.54%	+3	13F-HR Timeline
HEADINVEST, LLC	2,440	$786K	0.15%	0	13F-HR Timeline
CAHABA WEALTH MANAGEMENT, INC.	2,436	$785K	0.06%	+4	13F-HR Timeline
VISTA CAPITAL PARTNERS, INC.	2,420	$780K	0.09%	-25	13F-HR Timeline
MIDLAND WEALTH ADVISORS, LLC	2,406	$775K	0.05%	-124	13F-HR Timeline
HM PAYSON & CO	2,402	$774K	0.01%	0	13F-HR Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding	2,396	$772K		-12,919	Timeline CARY STREET PARTNERS FINANCIAL LLC: 2,396 (0.03%) 13F-HR CARY STREET PARTNERS INVESTMENT A…: sold out, -15,315 13F-HR
SIMON QUICK ADVISORS, LLC	2,390	$770K	0.05%	+9	13F-HR Timeline
Penney Financial, LLC	2,380	$767K	0.51%	0	13F-HR Timeline
PACES FERRY WEALTH ADVISORS, LLC	2,373	$765K	0.37%	-682	13F-HR Timeline
Main Street Financial Solutions, LLC	2,362	$761K	0.08%	new	13F-HR Timeline
Aspen Investment Management Inc	2,342	$754K	0.35%	0	13F-HR Timeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC	2,338	$753K	0.03%	0	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	2,333	$752K	0.11%	0	13F-HR/A Timeline
Capital Investment Advisors, LLC	2,311	$745K	0.02%	-478	13F-HR Timeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.	2,300	$741K	<0.01%	new	13F-HR Timeline Group
SIGNATUREFD, LLC	2,291	$738K	0.01%	-31	13F-HR Timeline
Alcosta Capital Management, Inc.	2,291	$738K	0.43%	-1,472	13F-HR Timeline
Cornerstone Planning Group LLC	2,233	$738K	0.18%	-50	13F-HR Timeline
BIP Wealth, LLC	2,274	$733K	0.05%	-69	13F-HR Timeline
CPR Investments Inc.	2,273	$732K	0.66%	new	13F-HR Timeline
StoneX Group Inc.in group StoneX Group Inc.	2,272	$732K	0.04%	-160	13F-HR/A Timeline Group
Cyndeo Wealth Partners, LLC	2,271	$732K	0.05%	-390	13F-HR Timeline
LWM Advisory Services, LLC	2,261	$728K	0.51%	+146	13F-HR Timeline
Verum Partners LLC	2,260	$728K	0.21%	+9	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	2,255	$726K	0.07%	-65	13F-HR Timeline
Next Level Private LLC	2,254	$726K	0.29%	+7	13F-HR Timeline
Old North State Wealth Management, LLC	2,251	$725K	0.41%	+7	13F-HR Timeline
Notis-McConarty Edward	2,250	$725K	0.35%	-120	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	2,240	$722K	0.02%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
HTLF Bank	2,230	$718K	0.08%	-50	13F-HR Timeline
Synergy Investment Management, LLC	2,226	$717K	0.31%		13F-HR Timeline
IFS Advisors, LLC	2,224	$716K	0.56%	-76	13F-HR Timeline
BLB&B Advisors, LLC	2,224	$716K	0.04%	0	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	2,217	$714K	0.05%	-15	13F-HR Timeline
Smith Salley Wealth Management	2,214	$713K	0.05%	0	13F-HR Timeline
EASTERN BANK	2,210	$712K	0.01%	-272	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	2,208	$711K	0.03%	0	13F-HR Timeline
ONE Advisory Partners, LLC	2,205	$710K	0.32%	-137	13F-HR Timeline
RIVERBRIDGE PARTNERS LLC	2,204	$710K	0.01%	0	13F-HR Timeline
Kohmann Bosshard Financial Services, LLC	2,204	$710K	0.09%	0	13F-HR Timeline
SMI Advisory Services, LLC	2,200	$704K	0.16%	-17	13F-HR Timeline
TRUE Private Wealth Advisors	2,169	$699K	0.08%	0	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	2,167	$698K	0.12%	0	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	2,163	$697K	0.04%	-32	13F-HR Timeline Group
United Asset Strategies, Inc.	2,159	$696K	0.06%	-132	13F-HR Timeline
Buttonwood Financial Advisors Inc.	2,151	$693K	0.3%	-24	13F-HR Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	2,138	$689K	0.06%	+11	13F-HR Timeline Group
MONECO ADVISORS, LLC	2,137	$689K	0.07%	-12	13F-HR/A Timeline
Douglass Winthrop Advisors, LLC	2,132	$687K	0.01%	0	13F-HR Timeline
Thrive Wealth Management, LLC	2,124	$684K	0.12%	+920	13F-HR Timeline
SOA Wealth Advisors, LLC.	2,117	$682K	0.13%	+3	13F-HR/A Timeline
Blankinship & Foster, LLC	2,115	$681K	0.17%	-135	13F-HR Timeline
SeaCrest Wealth Management, LLC	2,115	$681K	0.07%	+6	13F-HR Timeline
ShoreHaven Wealth Partners, LLC	2,107	$679K	0.32%	-2	13F-HR Timeline
STALEY CAPITAL ADVISERS INC	2,100	$677K	0.03%	0	13F-HR Timeline
JPL Wealth Management, LLC	2,099	$676K	0.19%		13F-HR Timeline
Tranquility Partners, LLC	2,051	$674K	0.25%	-107	13F-HR Timeline
LongView Wealth Management	2,092	$674K	0.21%	-93	13F-HR Timeline
Manhattan West Asset Management, LLC	2,088	$673K	0.18%	0	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	2,078	$669K	0.04%	+149	13F-HR Timeline
Houlihan Financial Resource Group, Ltd.	2,073	$668K	0.28%	0	13F-HR Timeline
CIBC WORLD MARKET INC.	2,054	$662K	<0.01%	0	13F-HR Timeline
Fulton Bank, N.A.	2,044	$658K	0.03%	0	13F-HR Timeline