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Disclosery

IWB ISHARES TR

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ETF (fund)

1,381 managers (1,396 13F filers) reported a position in IWB shares at 2025-06-30, 97,276,497 shares in all. 110 filers opened a position and 54 filers sold out during the quarter.

Managers
1,381
13F filers
1,396
New
110
Added
425
Reduced
442
Sold out
54
Shares held by filers
97,276,497

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
PACIFIC FINANCIAL GROUP INC4,043$1.37M1.07%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,981$1.35M<0.01%-57,19513F-HR/ATimelineGroup
Philip James Wealth Mangement, LLC3,975$1.35M0.17%-113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,958$1.34M0.06%+4113F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,957$1.34M0.09%-8,14713F-HRTimelineGroup
Neumann Capital Management, LLC3,939$1.34M0.42%-5013F-HRTimeline
McCarthy Asset Management, Inc.3,916$1.33M0.9%013F-HRTimeline
Graver Capital Management, LLC3,878$1.32M1.16%013F-HRTimeline
Balentine LLC3,868$1.31M0.05%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,847$1.31M0.03%+72813F-HRTimelineGroup
Eagle Strategies LLC3,844$1.31M0.2%-1313F-HRTimeline
Pinnacle Financial Partners Inc3,813$1.29M0.03%013F-HRTimeline
Savvy Advisors, Inc.3,811$1.29M0.09%+83013F-HRTimeline
SOL Capital Management CO3,806$1.29M0.13%-3,68013F-HRTimeline
Tanager Wealth Management LLP3,800$1.29M0.15%013F-HRTimeline
Soundwatch Capital LLC4,194$1.28M0.23%+42513F-HRTimeline
Syverson Strege & Co3,764$1.28M0.3%+613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,760$1.28M0.03%+62913F-HRTimeline
Key Financial Inc3,759$1.28M0.26%+5013F-HRTimeline
Rockwood Wealth Management, LLC3,753$1.27M0.11%-40013F-HRTimeline
Choate Investment Advisors3,752$1.27M0.03%013F-HRTimeline
COREPATH WEALTH PARTNERS LLC3,698$1.27M1.07%+1,82313F-HRTimeline
Red Door Wealth Management, LLC3,710$1.26M0.15%new13F-HRTimeline
Kendall Capital Management3,692$1.25M0.33%013F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC3,684$1.25M0.11%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,680$1.25M0.16%-78413F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding3,656$1.24M+92Timeline
Valmark Advisers, Inc.3,634$1.23M0.02%+613F-HRTimeline
Strategic Wealth Partners, Ltd.3,626$1.23M0.1%13F-HRTimeline
W.H. Cornerstone Investments Inc.3,606$1.22M0.78%+913F-HRTimeline
Hilltop National Bank3,568$1.21M0.32%13F-HRTimeline
GQG Partners LLC3,556$1.21M<0.01%-1,64413F-HRTimeline
Heritage Wealth Advisors3,548$1.2M0.06%013F-HRTimeline
Landmark Wealth Management, LLC3,546$1.2M0.51%-1,21913F-HRTimeline
Ellevest, Inc.3,543$1.2M0.19%-9813F-HRTimeline
Whitegate Investment Counselors, Inc.3,543$1.2M0.41%-1613F-HRTimeline
Optimist Retirement Group LLC3,542$1.2M0.58%+10213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,537$1.2M0.02%+39113F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…3,542$1.2M<0.01%-75513F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC3,494$1.19M0.95%+413F-HRTimeline
ROVIN CAPITAL /UT/ /ADV3,508$1.19M0.36%-32113F-HRTimeline
Good Life Advisors, LLC3,497$1.19M0.07%+1213F-HRTimeline
Wealthstream Advisors, Inc.3,489$1.18M0.2%-30813F-HRTimeline
OFC FINANCIAL PLANNING, LLC3,464$1.18M1.25%013F-HRTimeline
Aspen Investment Management Inc3,442$1.17M0.49%-10013F-HRTimeline
Flaharty Asset Management, LLC3,425$1.16M0.16%-1813F-HR/ATimeline
TI-TRUST, INC3,419$1.16M0.78%013F-HRTimeline
Qube Research & Technologies Ltd3,418$1.16M<0.01%+53513F-HRTimeline
Pathway Financial Advisors LLC3,400$1.15M0.17%013F-HRTimeline
Harbor Asset Planning, Inc.3,374$1.15M1.09%13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC3,373$1.15M0.11%013F-HRTimeline
AlphaCore Capital LLC3,342$1.13M0.04%+1,64913F-HRTimeline
FSM Wealth Advisors, LLC3,311$1.13M0.18%+2,36913F-HRTimeline
Bollard Group LLC3,318$1.13M0.03%+913F-HRTimeline
Warren Street Wealth Advisors, LLC3,313$1.12M0.37%-113F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,305$1.12M0.06%+1,90013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,296$1.12M0.37%+1,73813F-HRTimeline
GRIES FINANCIAL LLC3,288$1.12M0.2%013F-HRTimeline
KICKSTAND VENTURES, LLC.3,270$1.11M0.26%-33813F-HRTimeline
Note Advisors, LLC3,267$1.11M0.77%-13313F-HRTimeline
Legacy Private Trust Co.3,264$1.11M0.07%-26913F-HRTimeline
REGIMEN WEALTH, LLC3,255$1.11M0.34%-1413F-HRTimeline
DHJJ Financial Advisors, Ltd.3,227$1.1M0.4%013F-HRTimeline
Denver PWM, LLC3,222$1.09M0.34%+813F-HRTimeline
Wealthquest Corp3,206$1.09M0.09%013F-HRTimeline
SEMITAM BONAM LLC3,186$1.08M1.02%13F-HRTimeline
OLD MISSION CAPITAL LLC3,176$1.08M0.03%new13F-HRTimeline
GPS Wealth Strategies Group, LLC3,174$1.08M0.12%-10013F-HRTimeline
MGO ONE SEVEN LLC3,173$1.08M0.03%-28113F-HRTimeline
Patten Group, Inc.3,170$1.08M0.23%-9313F-HRTimeline
McClarren Financial Advisors, Inc.3,166$1.07M0.7%+1,42613F-HRTimeline
SPINNAKER TRUST3,165$1.07M0.06%013F-HRTimeline
CJM Wealth Advisers, Ltd.3,157$1.07M0.36%013F-HRTimeline
Bluespring Wealth Management, LLC3,151$1.07M0.1%013F-HRTimeline
Meridian Wealth Advisors, LLC3,151$1.07M0.17%013F-HRTimeline
WATERS PARKERSON & CO., LLC3,150$1.07M0.05%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,138$1.07M0.05%+86313F-HRTimelineGroup
Waterfront Wealth Inc.3,124$1.06M0.24%013F-HRTimeline
Wealth Architects, LLC3,121$1.06M0.11%-5,61013F-HRTimeline
COZAD ASSET MANAGEMENT INC3,086$1.05M0.09%-7113F-HR/ATimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,084$1.05M0.29%-23213F-HRTimelineGroup
Wagner Wealth Management, LLC3,045$1.03M0.24%013F-HRTimeline
Oldfather Financial Services, LLC3,042$1.03M0.36%+26613F-HRTimeline
CORTLAND ASSOCIATES INC/MO3,038$1.03M0.12%013F-HRTimeline
Retirement Planning Group, LLC3,030$1.03M0.04%013F-HRTimeline
Quantum Portfolio Management LLC3,003$1.02M0.49%-1,82013F-HRTimeline
Chandler Asset Management, Inc.3,000$1.02M0.18%013F-HRTimeline
GREENLEAF TRUST2,969$1.01M0.01%+3013F-HRTimeline
Betterment LLC2,957$1M<0.01%+31313F-HRTimeline
Carnegie Investment Counsel2,952$1M0.02%-19413F-HRTimeline
Venturi Wealth Management, LLC2,945$1M0.05%013F-HRTimeline
Heartwood Wealth Advisors LLC2,913$989K0.1%-2413F-HRTimeline
Orgel Wealth Management, LLC2,907$987K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,901$985K0.05%013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV2,895$983K0.5%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,895$983K0.35%+1,17013F-HRTimeline
Capital Advisors, Ltd. LLC2,895$983K0.12%013F-HRTimeline
MA Private Wealth2,873$976K0.17%-21613F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC2,867$974K0.35%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,866$973K0.34%-7613F-HRTimeline
Ground Swell Capital, LLC2,842$965K1.58%new13F-HRTimeline
WEST PACES ADVISORS INC.2,840$964K0.21%013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT2,824$959K0.06%013F-HRTimeline
DAVENPORT & Co LLC2,821$958K0.01%-31513F-HRTimeline
Facet Wealth, Inc.2,757$958K0.02%+24213F-HRTimeline
ENZI WEALTH2,757$945K0.35%-513F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.2,764$939K0.07%-62613F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.2,629$937K0.53%13F-HRTimeline
Hemenway Trust Co LLC2,760$937K0.07%013F-HRTimeline
Segment Wealth Management, LLC2,751$934K0.06%013F-HRTimeline
RMR Wealth Builders2,747$933K0.08%+1,74013F-HRTimeline
LGL PARTNERS, LLC2,683$932K0.41%+713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC2,744$932K0.4%+1913F-HRTimeline
Simplicity Wealth,LLC2,744$932K0.04%+74513F-HRTimeline
Legacy Trust2,735$929K0.23%-57013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,718$923K0.02%-30113F-HRTimeline
Kingsview Wealth Management, LLC2,716$922K0.02%-7313F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,705$919K0.01%013F-HRTimelineGroup
First National Trust Co2,700$917K0.03%-813F-HRTimeline
Legacy Capital Wealth Partners, LLC2,681$910K0.21%new13F-HRTimeline
Tradition Wealth Management, LLC2,680$910K0.07%-713F-HRTimeline
Gladstone Institutional Advisory LLC2,643$897K0.04%-6713F-HRTimeline
Shepherd Financial Partners LLC2,627$892K0.09%013F-HRTimeline
ONE Advisory Partners, LLC2,549$888K0.3%+12813F-HRTimeline
Azimuth Capital Investment Management L…2,610$886K0.03%-3113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,606$885K0.02%+3613F-HRTimelineGroup
Edgestream Partners, L.P.2,604$884K0.02%+72013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…2,570$873K0.05%013F-HRTimeline
ShoreHaven Wealth Partners, LLC2,569$872K0.36%+13513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,566$871K0.03%-713F-HRTimeline
Regal Investment Advisors LLC2,535$861K0.06%+64313F-HRTimeline
Northstar Group, Inc.2,529$859K0.13%013F-HRTimeline
IHT Wealth Management, LLC2,525$858K0.02%-2413F-HRTimeline
Prosperity Consulting Group, LLC2,506$851K0.06%-13013F-HRTimeline
Westbourne Investment Advisors, Inc.2,500$849K0.26%new13F-HRTimeline
Capital Investment Advisors, LLC2,483$843K0.02%-1913F-HR/ATimeline
COURIER CAPITAL LLC2,471$839K0.05%-55113F-HRTimeline
CENTRAL TRUST Co2,456$834K0.02%-19613F-HRTimeline
SIMON QUICK ADVISORS, LLC2,440$829K0.04%+4313F-HR/ATimeline
HEADINVEST, LLC2,440$829K0.18%013F-HRTimeline
Falcon Wealth Planning2,427$824K0.08%-3413F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,420$822K0.09%013F-HRTimeline
NWF Advisory Services Inc.2,412$819K0.1%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,407$817K0.18%-7513F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,389$811K0.3%013F-HRTimeline
Penney Financial, LLC2,380$808K0.41%013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC2,372$806K0.19%-3,99113F-HRTimeline
Coastal Bridge Advisors, LLC2,365$803K0.07%new13F-HRTimeline
Mittelman Wealth Management2,352$799K0.67%+99913F-HRTimeline
UNIQUE WEALTH, LLC2,334$793K0.13%+34813F-HRTimeline
Topsail Wealth Management, LLC2,334$793K0.14%013F-HRTimeline
Modern Wealth Management, LLC2,333$792K0.02%+5313F-HR/ATimeline
CONNABLE OFFICE INC2,331$792K0.08%-83713F-HRTimeline
Gutierrez Wealth Advisory, LLC2,330$791K0.53%new13F-HRTimeline
5T Wealth, LLC2,329$791K0.4%+1,37013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding2,237$789K+972Timeline
PACES FERRY WEALTH ADVISORS, LLC2,316$787K0.36%+113F-HRTimeline
USA FINANCIAL FORMULAS2,316$786K0.13%-47013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,309$784K+348Timeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,300$781K<0.01%013F-HRTimelineGroup
Manhattan West Asset Management, LLC2,293$779K0.18%-13013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,292$778K0.04%-2113F-HRTimeline
SIGNATUREFD, LLC2,291$778K0.01%013F-HRTimeline
Verum Partners LLC2,278$774K0.18%+213F-HRTimeline
HM PAYSON & CO2,272$772K0.01%013F-HRTimeline
Willis Johnson & Associates, Inc.2,265$769K0.05%+1413F-HRTimeline
Old North State Wealth Management, LLC2,263$768K0.4%+613F-HRTimeline
Tranquility Partners, LLC2,259$767K0.27%+3513F-HRTimeline
Next Level Private LLC2,251$764K0.25%+613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,240$761K0.02%013F-HR/ATimeline
Harbor Group, Inc.2,230$757K0.13%-2513F-HRTimeline
BLB&B Advisors, LLC2,224$755K0.04%013F-HRTimeline
PLANWISER FINANCIAL, LLC2,153$754K0.64%-19913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,208$750K0.03%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,204$749K0.08%013F-HRTimeline
FIRST AMERICAN TRUST, FSB2,197$746K0.06%-3613F-HRTimeline
LWM Advisory Services, LLC2,195$746K0.51%-513F-HRTimeline
Synergy Investment Management, LLC2,194$745K0.45%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,189$743K0.04%+2613F-HRTimelineGroup
Buttonwood Financial Advisors Inc.2,177$739K0.3%+2613F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,167$736K0.11%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,145$728K0.07%+413F-HRTimelineGroup
IFS Advisors, LLC2,141$727K0.55%-1813F-HRTimeline
United Asset Strategies, Inc.2,136$725K0.06%-4613F-HRTimeline
EASTERN BANK2,134$725K0.01%013F-HRTimeline
WealthPlan Investment Management, LLC2,125$722K0.05%new13F-HRTimeline
SOA Wealth Advisors, LLC.2,121$720K0.14%+213F-HRTimeline
Portland Global Advisors LLC2,117$719K0.08%new13F-HRTimeline
MONECO ADVISORS, LLC2,114$718K0.07%-2813F-HRTimeline
Blankinship & Foster, LLC2,110$717K0.17%013F-HRTimeline
STALEY CAPITAL ADVISERS INC2,100$713K0.03%013F-HRTimeline
JPL Wealth Management, LLC2,099$713K0.19%013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,092$710K0.04%-3313F-HRTimeline
SIMA Wealth Partners, LLC2,082$707K0.57%+1,54313F-HRTimeline
Perennial Investment Advisors, LLC2,054$698K0.07%+6513F-HRTimeline
CIBC WORLD MARKET INC.2,054$697K<0.01%013F-HRTimeline
Douglass Winthrop Advisors, LLC2,040$693K0.01%-9213F-HRTimeline
Acorn Wealth Advisors, LLC2,038$692K0.26%013F-HRTimeline
Members Trust Co2,030$689K0.02%-1013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC2,029$689K0.01%new13F-HRTimeline