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Disclosery

IWB ISHARES TR

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ETF (fund)

1,333 managers (1,345 13F filers) reported a position in IWB shares at 2025-03-31, 97,779,994 shares in all. 73 filers opened a position and 76 filers sold out during the quarter.

Managers
1,333
13F filers
1,345
New
73
Added
411
Reduced
450
Sold out
76
Shares held by filers
97,779,994

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Capital Asset Advisory Services LLC3,856$1.2M0.06%-4413F-HRTimeline
Graver Capital Management, LLC3,878$1.19M1.21%013F-HRTimeline
Balentine LLC3,868$1.19M0.05%013F-HRTimeline
Eagle Strategies LLC3,857$1.18M0.21%+1113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,856$1.18M0.03%-7113F-HRTimeline
ROVIN CAPITAL /UT/ /ADV3,829$1.18M0.38%-14713F-HRTimeline
Pinnacle Financial Partners Inc3,813$1.17M0.02%+2613F-HRTimeline
Tanager Wealth Management LLP3,800$1.17M0.15%013F-HRTimeline
Wealthstream Advisors, Inc.3,797$1.16M0.22%013F-HRTimeline
Soundwatch Capital LLC3,769$1.16M0.53%013F-HRTimeline
Syverson Strege & Co3,758$1.15M0.37%+113F-HRTimeline
Choate Investment Advisors3,752$1.15M0.03%013F-HRTimeline
CW Advisors, LLC3,743$1.15M0.01%-89313F-HRTimeline
Summit Financial, LLC3,740$1.15M0.03%-1,95413F-HRTimeline
Key Financial Inc3,709$1.14M0.25%013F-HRTimeline
Kendall Capital Management3,692$1.13M0.33%013F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC3,684$1.13M0.12%013F-HRTimeline
Westmount Partners, LLC3,674$1.13M0.34%013F-HRTimeline
Ellevest, Inc.3,641$1.12M0.07%-34013F-HRTimeline
Valmark Advisers, Inc.3,628$1.11M0.02%+42413F-HRTimeline
Horst & Graben Wealth Management LLC3,624$1.11M0.2%+30013F-HRTimeline
KICKSTAND VENTURES, LLC.3,608$1.11M0.29%+1,58913F-HRTimeline
W.H. Cornerstone Investments Inc.3,597$1.1M0.76%-1,23013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,564$1.09M+111Timeline
Quadrature Capital Ltdin group Quadrature Capital Ltd3,564$1.09M0.02%new13F-HRTimelineGroup
Whitegate Investment Counselors, Inc.3,559$1.09M0.39%-913F-HRTimeline
Heritage Wealth Advisors3,548$1.09M0.06%-46213F-HRTimeline
Aspen Investment Management Inc3,542$1.09M0.5%+1,20013F-HRTimeline
Legacy Private Trust Co.3,533$1.08M0.07%013F-HRTimeline
Good Life Advisors, LLC3,485$1.07M0.08%+1113F-HRTimeline
OFC FINANCIAL PLANNING, LLC3,464$1.06M1.2%-4413F-HRTimeline
Vawter Financial, Ltd.3,461$1.06M0.59%013F-HRTimeline
MGO ONE SEVEN LLC3,454$1.06M0.04%-8813F-HRTimeline
Flaharty Asset Management, LLC3,443$1.06M0.15%-8513F-HRTimeline
INSTRUMENTAL WEALTH, LLC3,490$1.06M0.96%-3413F-HRTimeline
Optimist Retirement Group LLC3,440$1.06M0.53%013F-HRTimeline
TI-TRUST, INC3,419$1.05M0.69%013F-HRTimeline
Pathway Financial Advisors LLC3,400$1.04M0.19%013F-HRTimeline
Note Advisors, LLC3,400$1.04M0.86%-45913F-HRTimeline
McClarren Financial Advisors, Inc.1,740$1.04M0.69%new13F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.3,390$1.04M0.08%+6013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC3,373$1.03M0.1%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,316$1.02M0.26%+13013F-HRTimelineGroup
Warren Street Wealth Advisors, LLC3,314$1.02M0.4%-3613F-HRTimeline
Bollard Group LLC3,309$1.01M0.03%+913F-HRTimeline
Legacy Trust3,305$1.01M0.24%-35013F-HRTimeline
GRIES FINANCIAL LLC3,288$1.01M0.2%013F-HRTimeline
Geneos Wealth Management Inc.3,286$1.01M0.01%+1,87813F-HRTimeline
GPS Wealth Strategies Group, LLC3,274$1M0.14%+6713F-HRTimeline
REGIMEN WEALTH, LLC3,269$1M0.32%+11513F-HRTimeline
Patten Group, Inc.3,263$1M0.23%-1,63513F-HRTimeline
DHJJ Financial Advisors, Ltd.3,227$990K0.4%013F-HRTimeline
Denver PWM, LLC3,214$986K0.35%+813F-HRTimeline
Wealthquest Corp3,206$983K0.08%013F-HR/ATimeline
CONNABLE OFFICE INC3,168$972K0.1%+1,19513F-HRTimeline
SPINNAKER TRUST3,165$971K0.06%013F-HRTimeline
CJM Wealth Advisers, Ltd.3,157$968K0.34%013F-HRTimeline
COZAD ASSET MANAGEMENT INC3,157$968K0.1%-9613F-HRTimeline
Bluespring Wealth Management, LLC3,151$967K0.1%013F-HRTimeline
Meridian Wealth Advisors, LLC3,151$967K0.16%013F-HRTimeline
WATERS PARKERSON & CO., LLC3,150$966K0.05%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,146$965K0.01%-4813F-HRTimelineGroup
DAVENPORT & Co LLC3,136$962K0.01%+1413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,131$961K0.02%new13F-HRTimeline
Waterfront Wealth Inc.3,124$958K0.23%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,119$957K0.03%+13013F-HRTimelineGroup
MA Private Wealth3,089$948K0.18%-17813F-HRTimeline
Fragasso Financial Advisors Inc3,071$942K0.07%-25513F-HRTimeline
Smartleaf Asset Management LLC3,069$936K0.09%+2,72113F-HRTimeline
GTS SECURITIES LLC3,052$936K0.04%new13F-HRTimeline
Wagner Wealth Management, LLC3,045$934K0.23%013F-HRTimeline
CORTLAND ASSOCIATES INC/MO3,038$932K0.11%013F-HRTimeline
Retirement Planning Group, LLC3,030$929K0.04%013F-HRTimeline
Focus Financial Network, Inc.3,024$928K0.04%new13F-HRTimeline
COURIER CAPITAL LLC3,022$927K0.06%-6213F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,019$926K0.03%-25813F-HRTimeline
Connecticut Wealth Management, LLC3,015$925K0.05%+113F-HRTimeline
Chandler Asset Management, Inc.3,000$920K0.17%013F-HRTimeline
Maryland State Retirement & Pension Sys…2,997$919K0.02%new13F-HRTimeline
Savvy Advisors, Inc.2,981$915K0.09%+2113F-HRTimeline
Venturi Wealth Management, LLC2,945$903K0.05%013F-HRTimeline
GREENLEAF TRUST2,939$902K0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC2,937$901K0.1%-1713F-HRTimeline
Orgel Wealth Management, LLC2,907$892K0.02%+86413F-HRTimeline
Carnegie Investment Counsel3,146$891K0.02%+66413F-HRTimeline
Strategic Advisors LLC2,903$890K0.17%-40313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,901$890K0.05%013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV2,895$888K0.5%013F-HRTimeline
Capital Advisors, Ltd. LLC2,895$888K0.12%+113F-HRTimeline
Qube Research & Technologies Ltd2,883$884K<0.01%+1,91213F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC2,867$879K0.36%013F-HRTimeline
WEST PACES ADVISORS INC.2,840$871K0.2%013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT2,824$866K0.06%013F-HRTimeline
Kera Capital Partners, Inc.2,815$864K0.26%+6313F-HRTimeline
Kingsview Wealth Management, LLC2,789$856K0.02%-40513F-HRTimeline
USA FINANCIAL FORMULAS2,786$855K0.14%-25213F-HRTimeline
Oldfather Financial Services, LLC2,776$852K0.32%+413F-HRTimeline
Hemenway Trust Co LLC2,760$847K0.07%-13013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,942$847K0.35%-1513F-HRTimeline
Segment Wealth Management, LLC2,751$844K0.06%-1013F-HRTimeline
Vestmark Advisory Solutions, Inc.2,726$836K0.02%-1,24613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC2,725$836K0.4%+28213F-HRTimeline
Gladstone Institutional Advisory LLC2,710$831K0.04%-10313F-HRTimeline
First National Trust Co2,708$831K0.03%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,705$830K0.01%013F-HRTimelineGroup
ENZI WEALTH2,762$829K0.34%013F-HRTimeline
Tradition Wealth Management, LLC2,687$824K0.07%+16813F-HRTimeline
LGL PARTNERS, LLC2,676$821K0.4%+713F-HRTimeline
CENTRAL TRUST Co2,652$813K0.02%-813F-HRTimeline
Betterment LLC2,644$811K<0.01%+1,27613F-HRTimeline
Azimuth Capital Investment Management L…2,641$810K0.03%+2213F-HRTimeline
Prosperity Consulting Group, LLC2,636$809K0.06%-43913F-HRTimeline
Wolf Group Capital Advisors2,631$807K0.27%-1,40913F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC2,629$806K0.32%+1,86813F-HRTimeline
Shepherd Financial Partners LLC2,627$806K0.09%-613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,573$789K0.03%+23513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,570$788K0.02%+1413F-HRTimelineGroup
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…2,570$788K0.05%+3013F-HRTimeline
IHT Wealth Management, LLC2,549$782K0.02%-8413F-HRTimeline
RFG Advisory, LLC2,548$782K0.02%-14413F-HRTimeline
Facet Wealth, Inc.2,515$778K0.02%-25213F-HRTimeline
Northstar Group, Inc.2,529$776K0.13%013F-HRTimeline
Capital Investment Advisors, LLC2,502$767K0.02%+19113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,482$761K0.18%013F-HRTimeline
Falcon Wealth Planning2,461$755K0.08%+613F-HRTimeline
HEADINVEST, LLC2,440$748K0.15%013F-HRTimeline
ShoreHaven Wealth Partners, LLC2,434$747K0.36%+32713F-HRTimeline
Manhattan West Asset Management, LLC2,423$743K0.19%+33513F-HRTimeline
LONDON CO OF VIRGINIA2,421$743K<0.01%-28,50113F-HRTimeline
ONE Advisory Partners, LLC2,421$743K0.32%+21613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,420$742K0.09%013F-HRTimeline
SIMON QUICK ADVISORS, LLC2,397$735K0.04%+713F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,389$733K0.29%-16013F-HRTimeline
Penney Financial, LLC2,380$730K0.48%013F-HRTimeline
PLANWISER FINANCIAL, LLC2,352$725K0.66%13F-HRTimeline
Topsail Wealth Management, LLC2,334$716K0.15%+1,38213F-HRTimeline
WorthPointe, LLC2,326$713K0.33%-36313F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC2,315$710K0.35%-5813F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,313$709K0.04%-9313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,300$706K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC2,291$703K0.01%013F-HRTimeline
Modern Wealth Management, LLC2,280$699K0.02%+93513F-HR/ATimeline
Verum Partners LLC2,276$698K0.19%+1613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,275$698K0.04%+313F-HR/ATimelineGroup
HM PAYSON & CO2,272$697K0.01%-13013F-HRTimeline
Old North State Wealth Management, LLC2,257$692K0.39%+613F-HRTimeline
Harbor Group, Inc.2,255$692K0.14%+31313F-HRTimeline
Willis Johnson & Associates, Inc.2,251$690K0.05%+21513F-HRTimeline
Next Level Private LLC2,245$689K0.26%-913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,240$687K0.02%013F-HRTimeline
FIRST AMERICAN TRUST, FSB2,233$685K0.06%-2213F-HRTimeline
Tranquility Partners, LLC2,224$682K0.26%+17313F-HRTimeline
BLB&B Advisors, LLC2,224$682K0.03%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,208$677K0.03%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,204$676K0.08%013F-HRTimeline
LWM Advisory Services, LLC2,200$675K0.47%-6113F-HRTimeline
Synergy Investment Management, LLC2,194$673K0.28%-3213F-HRTimeline
United Asset Strategies, Inc.2,182$669K0.06%+2313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,167$665K0.11%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,163$663K0.04%013F-HRTimelineGroup
IFS Advisors, LLC2,159$662K0.54%-6513F-HRTimeline
Buttonwood Financial Advisors Inc.2,151$660K0.29%013F-HRTimeline
MONECO ADVISORS, LLC2,142$657K0.07%+513F-HR/ATimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,141$657K0.06%+313F-HRTimelineGroup
EASTERN BANK2,134$655K0.01%-7613F-HRTimeline
Douglass Winthrop Advisors, LLC2,132$654K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,125$652K0.04%+4713F-HRTimeline
SOA Wealth Advisors, LLC.2,119$650K0.14%+213F-HRTimeline
Blankinship & Foster, LLC2,110$647K0.16%-513F-HRTimeline
AMERIFLEX GROUP, INC.2,106$646K0.26%-26913F-HRTimeline
STALEY CAPITAL ADVISERS INC2,100$644K0.03%013F-HRTimeline
Notis-McConarty Edward2,100$644K0.33%-15013F-HRTimeline
JPL Wealth Management, LLC2,099$644K0.18%013F-HR/ATimeline
TRUE Private Wealth Advisors2,093$642K0.08%-7613F-HRTimeline
Cornerstone Planning Group LLC2,166$637K0.15%-6713F-HRTimeline
CIBC WORLD MARKET INC.2,054$630K<0.01%013F-HRTimeline
Fulton Bank, N.A.2,044$627K0.03%013F-HRTimeline
Members Trust Co2,040$626K0.02%013F-HRTimeline
Acorn Wealth Advisors, LLC2,038$625K0.26%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,024$621K<0.01%-27,16313F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC2,016$618K0.21%+1,16013F-HRTimeline
Hurlow Wealth Management Group, Inc.2,007$616K0.19%013F-HRTimeline
Citizens National Bank Trust Department2,000$613K0.13%013F-HRTimeline
Simplicity Wealth,LLC1,999$613K0.05%+76013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC1,997$613K0.12%013F-HRTimeline
Perennial Investment Advisors, LLC1,989$610K0.07%+1,22913F-HRTimeline
UNIQUE WEALTH, LLC1,986$609K0.12%+1,28513F-HRTimeline
PARTHENON LLC1,980$607K0.07%013F-HRTimeline
RIVERBRIDGE PARTNERS LLC1,980$607K0.01%-22413F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC1,979$607K0.03%013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…1,978$607K0.29%-4813F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,961$602K-435Timeline
Smith Salley Wealth Management1,949$598K0.04%-26513F-HRTimeline
Sowell Financial Services LLC1,949$598K0.03%new13F-HRTimeline
Security National Bank1,925$590K0.11%+1,43313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,918$588K0.05%013F-HRTimeline
Mechanics Bank Trust Department1,900$583K0.08%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,899$582K0.02%+28513F-HRTimeline
Regal Investment Advisors LLC1,892$580K0.05%-12413F-HRTimeline
Edgestream Partners, L.P.1,884$578K0.02%+41813F-HRTimeline