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Disclosery

IWB ISHARES TR

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ETF (fund)

1,408 managers (1,423 13F filers) reported a position in IWB shares at 2025-09-30, 98,454,387 shares in all. 83 filers opened a position and 38 filers sold out during the quarter.

Managers
1,408
13F filers
1,423
New
83
Added
379
Reduced
498
Sold out
38
Shares held by filers
98,454,387

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
NewEdge Wealth, LLC4,031$1.5M0.02%-5313F-HRTimeline
PACIFIC FINANCIAL GROUP INC4,043$1.48M1.09%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,036$1.48M0.02%-15213F-HRTimelineGroup
Neumann Capital Management, LLC3,938$1.44M0.42%-113F-HRTimeline
Key Financial Inc3,922$1.44M0.27%+16313F-HRTimeline
McCarthy Asset Management, Inc.3,935$1.44M0.92%+1913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,884$1.42M0.1%-17613F-HRTimeline
GQG Partners LLC3,879$1.42M<0.01%+32313F-HRTimeline
Graver Capital Management, LLC3,878$1.42M1.19%013F-HRTimeline
Balentine LLC3,868$1.41M0.05%013F-HRTimeline
Pinnacle Financial Partners Inc3,813$1.39M0.03%013F-HRTimeline
SOL Capital Management CO3,806$1.39M0.12%013F-HRTimeline
Eagle Strategies LLC3,804$1.39M0.19%-4013F-HRTimeline
Tanager Wealth Management LLP3,800$1.39M0.15%013F-HRTimeline
Rockwood Wealth Management, LLC3,753$1.37M0.11%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,738$1.37M0.03%-2213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,737$1.37M0.16%+5713F-HRTimelineGroup
Montecito Bank & Trust3,699$1.35M0.21%13F-HRTimeline
Kendall Capital Management3,692$1.35M0.3%013F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC3,684$1.35M0.11%013F-HRTimeline
Strategic Wealth Partners, Ltd.3,657$1.34M0.1%+3113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,656$1.34M0Timeline
ROVIN CAPITAL /UT/ /ADV3,638$1.33M0.37%+13013F-HR/ATimeline
Valmark Advisers, Inc.3,621$1.32M0.02%-1313F-HRTimeline
Ellevest, Inc.3,613$1.32M0.19%+7013F-HRTimeline
Choate Investment Advisors3,606$1.32M0.03%-14613F-HRTimeline
Hilltop National Bank3,568$1.3M0.32%013F-HRTimeline
Heritage Wealth Advisors3,548$1.3M0.06%013F-HRTimeline
Legacy Capital Wealth Partners, LLC3,543$1.3M0.28%+86213F-HRTimeline
Whitegate Investment Counselors, Inc.3,543$1.29M0.43%013F-HRTimeline
W.H. Cornerstone Investments Inc.3,542$1.29M0.79%-6413F-HRTimeline
Optimist Retirement Group LLC3,542$1.29M0.59%013F-HRTimeline
Uniting Wealth Partners, LLC3,523$1.29M0.3%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,496$1.28M0.02%-4113F-HRTimelineGroup
Wealthstream Advisors, Inc.3,489$1.28M0.19%013F-HRTimeline
Syverson Strege & Co3,482$1.27M0.3%-28213F-HRTimeline
Landmark Wealth Management, LLC3,476$1.27M0.5%-7013F-HRTimeline
Vawter Financial, Ltd.3,443$1.26M0.57%new13F-HR/ATimeline
Aspen Investment Management Inc3,442$1.26M0.49%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC3,439$1.26M1.24%-2513F-HRTimeline
FSM Wealth Advisors, LLC3,435$1.26M0.18%+12413F-HRTimeline
Soundwatch Capital LLC3,426$1.25M0.2%-76813F-HRTimeline
Flaharty Asset Management, LLC3,425$1.25M0.16%013F-HRTimeline
TI-TRUST, INC3,419$1.25M0.79%013F-HRTimeline
Pathway Financial Advisors LLC3,400$1.24M0.17%013F-HRTimeline
Harbor Asset Planning, Inc.3,385$1.24M1.11%+1113F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC3,373$1.23M0.11%013F-HRTimeline
INSTRUMENTAL WEALTH, LLC3,301$1.23M0.86%-19313F-HRTimeline
ARK & TLK INVESTMENTS, LLC3,331$1.22M0.39%-3,58613F-HRTimeline
AlphaCore Capital LLC3,328$1.22M0.04%-1413F-HRTimeline
PATTEN & PATTEN INC/TN3,328$1.22M0.07%new13F-HRTimeline
Bollard Group LLC3,326$1.22M0.03%+813F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,304$1.21M0.36%+813F-HRTimeline
GRIES FINANCIAL LLC3,288$1.2M0.19%013F-HRTimeline
Note Advisors, LLC3,267$1.19M0.71%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,265$1.19M0.06%-4013F-HRTimeline
Legacy Private Trust Co.3,264$1.19M0.07%013F-HRTimeline
REGIMEN WEALTH, LLC3,263$1.19M0.35%+813F-HRTimeline
DHJJ Financial Advisors, Ltd.3,228$1.18M0.4%+113F-HRTimeline
Warren Street Wealth Advisors, LLC3,215$1.18M0.35%-9813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,205$1.17M0.03%-64213F-HRTimelineGroup
GPS Wealth Strategies Group, LLC3,186$1.16M0.12%+1213F-HRTimeline
Meridian Wealth Advisors, LLC3,185$1.16M0.17%+3413F-HRTimeline
SPINNAKER TRUST3,165$1.16M0.06%013F-HRTimeline
McClarren Financial Advisors, Inc.1,615$1.16M0.71%-1,55113F-HRTimeline
KICKSTAND VENTURES, LLC.3,155$1.15M0.25%-11513F-HRTimeline
WATERS PARKERSON & CO., LLC3,150$1.15M0.06%013F-HRTimeline
Retirement Planning Group, LLC3,147$1.15M0.04%+11713F-HRTimeline
Bluespring Wealth Management, LLC3,143$1.15M0.1%-813F-HRTimeline
Wealth Architects, LLC3,121$1.14M0.11%013F-HRTimeline
Capital Investment Advisors, LLC3,109$1.14M0.02%+62613F-HRTimeline
Patten Group, Inc.3,104$1.13M0.22%-6613F-HRTimeline
SEMITAM BONAM LLC3,097$1.13M1.01%-8913F-HRTimeline
COZAD ASSET MANAGEMENT INC3,076$1.12M0.09%-1013F-HRTimeline
Waterfront Wealth Inc.3,066$1.12M0.23%-5813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,067$1.12M0.1%+92213F-HRTimelineGroup
Oldfather Financial Services, LLC3,042$1.11M0.35%013F-HRTimeline
CORTLAND ASSOCIATES INC/MO3,038$1.11M0.13%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,001$1.1M0.05%+10013F-HRTimeline
Chandler Asset Management, Inc.3,000$1.1M0.18%013F-HRTimeline
Denver PWM, LLC3,222$1.09M0.34%013F-HRTimeline
Simplicity Wealth,LLC2,985$1.09M0.06%+24113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,978$1.09M0.02%+1,55013F-HRTimelineGroup
GREENLEAF TRUST2,967$1.08M0.01%-213F-HRTimeline
Larson Financial Group LLC2,957$1.08M0.04%+1,56713F-HRTimeline
True North Advisors, LLC2,953$1.08M0.17%new13F-HRTimeline
Mittelman Wealth Management2,952$1.08M0.71%+60013F-HRTimeline
Carnegie Investment Counsel2,952$1.08M0.02%013F-HRTimeline
Venturi Wealth Management, LLC2,945$1.08M0.05%013F-HRTimeline
CJM Wealth Advisers, Ltd.2,926$1.07M0.33%-23113F-HRTimeline
Heartwood Wealth Advisors LLC2,913$1.06M0.1%013F-HRTimeline
SIMON QUICK ADVISORS, LLC2,908$1.06M0.05%+46813F-HRTimeline
Orgel Wealth Management, LLC2,907$1.06M0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC2,906$1.06M0.12%+1113F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV2,895$1.06M0.49%013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC2,867$1.05M0.35%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,866$1.05M0.33%013F-HRTimeline
WEST PACES ADVISORS INC.2,840$1.04M0.21%013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT2,824$1.03M0.07%013F-HRTimeline
DAVENPORT & Co LLC2,824$1.03M0.01%+313F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,800$1.02M0.33%-9513F-HRTimeline
MGO ONE SEVEN LLC2,782$1.02M0.02%-39113F-HRTimeline
MA Private Wealth2,778$1.02M0.17%-9513F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.2,763$1.01M0.07%-113F-HRTimeline
Facet Wealth, Inc.2,755$1.01M0.02%-213F-HRTimeline
Segment Wealth Management, LLC2,751$1.01M0.06%013F-HRTimeline
IHT Wealth Management, LLC2,746$1M0.03%+22113F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …2,737$1M0.17%-5,11513F-HRTimeline
ENZI WEALTH2,757$1000K0.35%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC2,721$995K0.39%-2313F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,705$989K0.01%013F-HRTimelineGroup
First National Trust Co2,700$987K0.03%013F-HRTimeline
LGL PARTNERS, LLC2,690$983K0.42%+713F-HRTimeline
Hemenway Trust Co LLC2,670$976K0.07%-9013F-HRTimeline
Legacy Trust2,665$974K0.19%-7013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,662$973K0.02%-5613F-HRTimeline
Gladstone Institutional Advisory LLC2,639$965K0.04%-413F-HRTimeline
5T Wealth, LLC2,638$964K0.42%+30913F-HRTimeline
Shepherd Financial Partners LLC2,627$960K0.09%013F-HRTimeline
Prosperity Consulting Group, LLC2,609$954K0.05%+10313F-HRTimeline
Tradition Wealth Management, LLC2,607$953K0.07%-7313F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…2,570$939K0.05%013F-HRTimeline
LCNB CORP2,565$937K0.33%+70013F-HRTimeline
Azimuth Capital Investment Management L…2,556$934K0.03%-5413F-HRTimeline
RMR Wealth Builders2,548$931K0.08%-19913F-HRTimeline
Betterment LLC2,540$928K<0.01%-41713F-HRTimeline
ONE Advisory Partners, LLC2,542$925K0.28%-713F-HRTimeline
Northstar Group, Inc.2,529$924K0.13%013F-HRTimeline
Dynasty Wealth Management, LLC2,526$923K0.01%-6,37513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,523$922K0.02%-8313F-HRTimelineGroup
Westbourne Investment Advisors, Inc.2,500$914K0.25%013F-HRTimeline
Modern Wealth Management, LLC2,500$914K0.02%+16713F-HRTimeline
Philip James Wealth Mangement, LLC2,463$900K0.11%-1,51213F-HRTimeline
Sunbelt Securities, Inc.2,459$899K0.06%+94413F-HRTimeline
Regal Investment Advisors LLC2,458$898K0.06%-7713F-HRTimeline
CENTRAL TRUST Co2,456$898K0.02%013F-HRTimeline
Falcon Wealth Planning2,446$894K0.08%+1913F-HRTimeline
COURIER CAPITAL LLC2,444$893K0.05%-2713F-HRTimeline
Strategic Advisors LLC2,427$887K0.14%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC2,424$886K0.33%-14513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,420$884K0.09%013F-HRTimeline
NWF Advisory Services Inc.2,416$883K0.1%+413F-HRTimeline
Vestmark Advisory Solutions, Inc.2,413$882K0.02%-4,05713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,407$880K0.19%013F-HRTimeline
Kelman-Lazarov, Inc.2,403$878K0.13%+75713F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,389$873K0.29%013F-HRTimeline
Penney Financial, LLC2,380$870K0.39%013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC2,374$868K0.2%+213F-HRTimeline
Willis Johnson & Associates, Inc.2,367$865K0.05%+10213F-HRTimeline
Tranquility Partners, LLC2,358$862K0.29%+9913F-HRTimeline
Imprint Wealth LLC2,344$857K2.74%13F-HRTimeline
HEADINVEST, LLC2,340$855K0.18%-10013F-HRTimeline
Gutierrez Wealth Advisory, LLC2,336$854K0.55%+613F-HRTimeline
UNIQUE WEALTH, LLC2,335$853K0.13%+113F-HRTimeline
Topsail Wealth Management, LLC2,334$853K0.14%013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC2,321$848K0.35%+513F-HRTimeline
SIGNATUREFD, LLC2,303$842K0.01%+1213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,300$841K<0.01%013F-HRTimelineGroup
Manhattan West Asset Management, LLC2,293$838K0.18%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding2,236$837K-1Timeline
SAGE PRIVATE WEALTH GROUP, LLC2,285$835K0.46%+31613F-HRTimeline
Verum Partners LLC2,280$833K0.18%+213F-HRTimeline
Next Level Private LLC2,257$832K0.24%+613F-HRTimeline
HM PAYSON & CO2,272$830K0.01%013F-HRTimeline
Old North State Wealth Management, LLC2,269$829K0.39%+613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,264$827K0.25%-82013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC2,240$819K0.02%013F-HRTimeline
Composition Wealth, LLC2,238$818K0.01%+37713F-HRTimeline
Harbor Group, Inc.2,232$816K0.13%+213F-HRTimeline
Consolidated Portfolio Review Corp2,230$815K0.1%+1,62913F-HRTimeline
BLB&B Advisors, LLC2,224$813K0.04%013F-HRTimeline
LWM Advisory Services, LLC2,219$811K0.47%+2413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,208$807K0.03%013F-HRTimeline
Quantbot Technologies LP2,205$806K0.02%+81913F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,205$806K0.08%+113F-HRTimeline
FIRST AMERICAN TRUST, FSB2,201$804K0.06%+413F-HRTimeline
Synergy Investment Management, LLC2,194$802K0.31%013F-HRTimeline
PLANWISER FINANCIAL, LLC2,137$799K0.63%-1613F-HRTimeline
CENTAURUS FINANCIAL, INC.2,180$797K0.04%+8813F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,167$792K0.11%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,153$787K0.03%-98513F-HRTimelineGroup
Heritage Financial Services, LLC2,146$784K0.07%+34713F-HRTimeline
IFS Advisors, LLC2,141$782K0.46%013F-HRTimeline
WealthPlan Investment Management, LLC2,125$777K0.05%013F-HRTimeline
Annex Advisory Services, LLC2,124$776K0.02%+34213F-HRTimeline
SOA Wealth Advisors, LLC.2,124$776K0.13%+313F-HRTimeline
MONECO ADVISORS, LLC2,118$774K0.06%+413F-HRTimeline
Portland Global Advisors LLC2,117$774K0.09%013F-HRTimeline
Blankinship & Foster, LLC2,110$771K0.17%013F-HRTimeline
EASTERN BANK2,109$771K0.01%-2513F-HRTimeline
Buttonwood Financial Advisors Inc.2,103$769K0.26%-7413F-HRTimeline
STALEY CAPITAL ADVISERS INC2,100$768K0.03%013F-HRTimeline
JPL Wealth Management, LLC2,099$767K0.18%013F-HRTimeline
Headlands Technologies LLC2,089$763K0.06%+1,32413F-HRTimeline
SIMA Wealth Partners, LLC2,082$761K0.58%013F-HRTimeline
CIBC WORLD MARKET INC.2,056$751K<0.01%+213F-HRTimeline
Douglass Winthrop Advisors, LLC2,040$746K0.01%013F-HRTimeline
Acorn Wealth Advisors, LLC2,038$745K0.23%013F-HRTimeline
Perennial Investment Advisors, LLC2,036$744K0.06%-1813F-HRTimeline
Bogart Wealth, LLC2,019$738K0.03%+113F-HRTimeline