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Disclosery

IWB ISHARES TR

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ETF (fund)

1,484 managers (1,501 13F filers) reported a position in IWB shares at 2025-12-31, 101,085,544 shares in all. 75 filers opened a position and 57 filers sold out during the quarter.

Managers
1,484
13F filers
1,501
New
75
Added
411
Reduced
499
Sold out
57
Shares held by filers
101,085,544

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Roundview Capital LLC4,570$1.71M0.1%013F-HRTimeline
Wedmont Private Capital4,480$1.69M0.06%-35413F-HRTimeline
Peck Wealth Management, LLC4,536$1.69M1.6%-37513F-HRTimeline
Frank, Rimerman Advisors LLC4,535$1.69M0.11%013F-HRTimeline
Cadence Bank4,528$1.69M0.1%013F-HRTimeline
GRANDFIELD & DODD, LLC4,523$1.69M0.1%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,511$1.68M0.04%-9113F-HRTimeline
MidFirst Bank4,504$1.68M0.13%13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC4,487$1.68M<0.01%-5,81313F-HRTimelineGroup
CFS Investment Advisory Services, LLC4,482$1.67M0.12%-16713F-HRTimeline
Savvy Advisors, Inc.4,475$1.67M0.05%+8213F-HRTimeline
Stordahl Capital Management, Inc.4,474$1.67M0.34%013F-HRTimeline
MorganRosel Wealth Management, LLC4,472$1.67M0.42%new13F-HRTimeline
Optivise Advisory Services LLC4,432$1.66M0.95%+2713F-HRTimeline
CONNABLE OFFICE INC4,398$1.64M0.15%+1813F-HRTimeline
Certified Advisory Corp4,387$1.64M0.15%-15613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,363$1.63M0.07%-1513F-HRTimelineGroup
NewEdge Wealth, LLC4,346$1.62M0.02%+31513F-HRTimeline
17 CAPITAL PARTNERS, LLC4,335$1.62M0.84%-42313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.4,323$1.61M0.57%-7613F-HRTimeline
First Business Financial Services, Inc.4,244$1.58M0.15%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,221$1.58M0.07%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,148$1.56M0.11%new13F-HRTimeline
Coastline Trust Co4,176$1.56M0.15%-1,58113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Balance Wealth Partners LLC4,172$1.56M0.5%-10613F-HRTimeline
Kendall Capital Management4,168$1.56M0.33%+47613F-HRTimeline
Callan Family Office, LLC4,154$1.55M0.03%013F-HRTimeline
James J. Burns & Company, LLC3,980$1.49M0.21%-25813F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC3,969$1.48M0.88%-53213F-HRTimeline
Betterment LLC3,958$1.48M<0.01%+1,41813F-HRTimeline
Eagle Strategies LLC3,946$1.47M0.19%+14213F-HRTimeline
Neumann Capital Management, LLC3,938$1.47M0.42%013F-HRTimeline
McCarthy Asset Management, Inc.3,930$1.47M0.77%-513F-HRTimeline
Pacific Park Financial, Inc.3,897$1.46M0.91%13F-HRTimeline
EQUITABLE TRUST CO3,896$1.45M0.06%-42113F-HRTimeline
Balentine LLC3,868$1.44M0.05%013F-HRTimeline
Tanager Wealth Management LLP3,850$1.44M0.14%+5013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,846$1.44M0.02%-19013F-HRTimelineGroup
Capital Investment Advisors, LLC3,816$1.42M0.02%+70713F-HRTimeline
SOL Capital Management CO3,806$1.42M0.13%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3,756$1.4M1.11%13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,692$1.38M0.15%-4513F-HRTimelineGroup
PETREDIS INVESTMENT ADVISORS LLC3,684$1.38M0.11%013F-HRTimeline
Key Financial Inc3,670$1.37M0.25%-25213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,669$1.37M+13Timeline
Valmark Advisers, Inc.3,663$1.37M0.02%+4213F-HRTimeline
ASL Financial, LLC3,650$1.36M1.07%13F-HRTimeline
Acumen Wealth Advisors, LLC3,640$1.36M0.39%13F-HRTimeline
Strategic Wealth Partners, Ltd.3,634$1.36M0.09%-2313F-HRTimeline
LCW Services, LLC3,634$1.36M0.72%13F-HRTimeline
Montecito Bank & Trust3,624$1.35M0.22%-7513F-HRTimeline
NorthCoast Asset Management LLC3,613$1.35M0.03%-174,42213F-HRTimeline
Ellevest, Inc.3,613$1.35M0.19%013F-HRTimeline
Legacy Wealth Asset Management, LLC3,601$1.34M0.33%new13F-HRTimeline
TD Waterhouse Canada Inc.3,600$1.34M0.01%new13F-HRTimeline
Hilltop National Bank3,568$1.33M0.32%013F-HRTimeline
W.H. Cornerstone Investments Inc.3,552$1.33M0.8%+1013F-HRTimeline
Heritage Wealth Advisors3,548$1.32M0.05%013F-HRTimeline
Whitegate Investment Counselors, Inc.3,543$1.32M0.41%013F-HRTimeline
Optimist Retirement Group LLC3,542$1.32M0.61%013F-HRTimeline
Range Advisory, LLC3,532$1.32M0.34%13F-HRTimeline
Rockwood Wealth Management, LLC3,520$1.31M0.1%-23313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding3,454$1.31M+1,218Timeline
Choate Investment Advisors3,512$1.31M0.03%-9413F-HRTimeline
ROVIN CAPITAL /UT/ /ADV3,492$1.3M0.35%-14613F-HRTimeline
Facet Wealth, Inc.3,404$1.3M0.02%+64913F-HRTimeline
Decker Wealth Management LLC3,463$1.29M0.28%13F-HRTimeline
Pathway Financial Advisors LLC3,400$1.29M0.16%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC3,439$1.28M1.22%013F-HRTimeline
Flaharty Asset Management, LLC3,425$1.28M0.16%013F-HRTimeline
FSM Wealth Advisors, LLC3,420$1.28M0.17%-1513F-HRTimeline
TI-TRUST, INC3,419$1.28M0.79%013F-HRTimeline
Vawter Financial, Ltd.3,408$1.27M0.54%-3513F-HR/ATimeline
Harbor Asset Planning, Inc.3,396$1.27M1.08%+1113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,339$1.25M0.01%-15713F-HRTimelineGroup
Bollard Group LLC3,336$1.25M0.03%+1013F-HRTimeline
ARK & TLK INVESTMENTS, LLC3,331$1.24M0.34%013F-HRTimeline
PATTEN & PATTEN INC/TN3,328$1.24M0.07%013F-HRTimeline
Edgestream Partners, L.P.3,324$1.24M0.03%+1,63613F-HRTimeline
AlphaCore Capital LLC3,313$1.24M0.03%-1513F-HRTimeline
ATLas Financial Planning LLC3,292$1.23M1.21%13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC3,286$1.23M0.1%-8713F-HRTimeline
Praetorian Wealth Management, Inc.3,285$1.23M0.24%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,265$1.22M0.06%013F-HRTimeline
Legacy Private Trust Co.3,264$1.22M0.07%013F-HRTimeline
REGIMEN WEALTH, LLC3,263$1.22M0.36%013F-HRTimeline
INSTRUMENTAL WEALTH, LLC3,205$1.21M0.73%-9613F-HRTimeline
Polaris Investment Advisors, LLC3,230$1.21M0.87%13F-HRTimeline
DHJJ Financial Advisors, Ltd.3,228$1.21M0.4%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,217$1.2M0.03%+1213F-HRTimelineGroup
Prosperity Consulting Group, LLC3,200$1.2M0.05%+59113F-HRTimeline
Note Advisors, LLC3,168$1.19M0.61%-9913F-HRTimeline
Meridian Wealth Advisors, LLC3,185$1.19M0.16%013F-HRTimeline
Soundwatch Capital LLC3,183$1.19M0.18%-24313F-HRTimeline
Wealthquest Corp3,157$1.18M0.09%new13F-HRTimeline
WealthShield Partners, LLC3,152$1.18M0.13%+2,64013F-HRTimeline
WATERS PARKERSON & CO., LLC3,150$1.18M0.06%013F-HRTimeline
Retirement Planning Group, LLC3,147$1.18M0.04%013F-HRTimeline
Waterfront Wealth Inc.3,095$1.18M0.22%+2913F-HRTimeline
Wealth Architects, LLC3,121$1.17M0.11%013F-HRTimeline
Bluespring Wealth Management, LLC3,096$1.16M0.1%-4713F-HRTimeline
SPINNAKER TRUST3,092$1.15M0.06%-7313F-HRTimeline
Financially in Tune, LLC3,090$1.15M1.08%13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,087$1.15M0.33%-21713F-HRTimeline
McClarren Financial Advisors, Inc.4,152$1.14M0.68%+2,53713F-HRTimeline
CORTLAND ASSOCIATES INC/MO3,038$1.14M0.14%013F-HRTimeline
COZAD ASSET MANAGEMENT INC3,023$1.13M0.09%-5313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,000$1.12M0.09%-88413F-HRTimeline
Chandler Asset Management, Inc.3,000$1.12M0.18%013F-HRTimeline
Landmark Wealth Management, LLC2,998$1.12M0.43%-47813F-HRTimeline
Legacy Trust2,985$1.11M0.21%+32013F-HRTimeline
SEMITAM BONAM LLC2,982$1.11M0.93%-11513F-HRTimeline
BLB&B Advisors, LLC2,982$1.11M0.05%+75813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,971$1.11M0.05%-3013F-HRTimeline
IFG Advisors, LLC2,964$1.11M0.18%-1,59513F-HRTimeline
Larson Financial Group LLC2,959$1.11M0.04%+213F-HRTimeline
Oldfather Financial Services, LLC2,959$1.11M0.33%-8313F-HRTimeline
Graver Capital Management, LLC2,957$1.1M0.87%-92113F-HRTimeline
Patten Group, Inc.2,955$1.1M0.2%-14913F-HRTimeline
Carnegie Investment Counsel2,953$1.1M0.02%+113F-HRTimeline
Venturi Wealth Management, LLC2,945$1.1M0.05%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,939$1.1M0.01%+2,01213F-HRTimelineGroup
GREENLEAF TRUST2,932$1.09M0.01%-3513F-HRTimeline
Denver PWM, LLC3,222$1.09M0.37%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,930$1.09M0.02%-4813F-HRTimelineGroup
JHP Wealth Management, LLC2,928$1.09M1.06%13F-HRTimeline
CJM Wealth Advisers, Ltd.2,926$1.09M0.33%013F-HRTimeline
Vestmark Advisory Solutions, Inc.2,921$1.09M0.01%+50813F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA2,909$1.09M0.03%+1,43213F-HRTimelineGroup
Heartwood Wealth Advisors LLC2,913$1.09M0.1%013F-HRTimeline
Capital Advisors, Ltd. LLC2,908$1.09M0.12%+213F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV2,895$1.08M0.49%013F-HRTimeline
True North Advisors, LLC2,879$1.08M0.14%-7413F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC2,867$1.07M0.33%013F-HRTimeline
DAVENPORT & Co LLC2,856$1.07M0.01%+3213F-HRTimeline
MGO ONE SEVEN LLC2,849$1.06M0.02%+6713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,841$1.06M0.02%-89713F-HRTimeline
WEST PACES ADVISORS INC.2,840$1.06M0.21%013F-HRTimeline
Capital Asset Managemnet, LLC2,833$1.06M1.17%13F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT2,824$1.05M0.07%013F-HRTimeline
One Capital Management, LLC2,820$1.05M0.03%+2,24713F-HRTimeline
Dynamic Advisor Solutions LLC2,816$1.05M0.03%-1,75813F-HRTimeline
KICKSTAND VENTURES, LLC.2,815$1.05M0.22%-34013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC2,805$1.05M0.49%new13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,800$1.05M0.32%013F-HRTimeline
Cornerstone Financial Management LLC2,789$1.04M0.98%13F-HR/ATimeline
Regal Investment Advisors LLC2,787$1.04M0.06%+32913F-HRTimeline
Segment Wealth Management, LLC2,751$1.03M0.06%013F-HRTimeline
5T Wealth, LLC2,746$1.03M0.41%+10813F-HRTimeline
Coastal Bridge Advisors, LLC2,722$1.02M0.08%+1,38813F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,705$1.01M0.01%013F-HRTimelineGroup
First National Trust Co2,700$1.01M0.03%013F-HRTimeline
LGL PARTNERS, LLC2,698$1.01M0.43%+813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC2,688$1M0.38%-3313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,679$1M0.34%+41513F-HRTimelineGroup
Northstar Group, Inc.2,662$994K0.14%+13313F-HRTimeline
Warren Street Wealth Advisors, LLC2,642$987K0.28%-57313F-HRTimeline
Shepherd Financial Partners LLC2,627$981K0.09%013F-HRTimeline
Simplicity Wealth,LLC2,607$974K0.06%-37813F-HRTimeline
RMR Wealth Builders2,606$973K0.08%+5813F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,606$973K0.03%-5613F-HRTimeline
Hemenway Trust Co LLC2,590$967K0.07%-8013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…2,573$961K0.05%+313F-HRTimeline
Qube Research & Technologies Ltd2,573$961K<0.01%-4,25013F-HRTimeline
Tradition Wealth Management, LLC2,567$959K0.07%-4013F-HRTimeline
LCNB CORP2,565$958K0.32%013F-HRTimeline
ONE Advisory Partners, LLC2,535$947K0.29%-713F-HRTimeline
Dynasty Wealth Management, LLC2,527$944K0.01%+113F-HRTimeline
Syverson Strege & Co2,526$943K0.22%-95613F-HRTimeline
IHT Wealth Management, LLC2,519$941K0.02%-22713F-HRTimeline
Advyzon Investment Management, LLC2,512$938K0.11%+1,70113F-HRTimeline
Palatine Hill Wealth Management, LLC2,509$937K0.76%13F-HRTimeline
Gladstone Institutional Advisory LLC2,501$934K0.04%-13813F-HRTimeline
ENZI WEALTH2,457$930K0.33%-30013F-HRTimeline
Composition Wealth, LLC2,475$924K0.01%+23713F-HRTimeline
Roehl & Yi Investment Advisors, LLC2,471$923K0.37%new13F-HRTimeline
Strategic Advisors LLC2,467$921K0.14%+4013F-HRTimeline
Sunbelt Securities, Inc.2,462$920K0.06%+313F-HRTimeline
Falcon Wealth Planning2,439$911K0.08%-713F-HRTimeline
Azimuth Capital Investment Management L…2,439$911K0.03%-11713F-HRTimeline
NWF Advisory Services Inc.2,421$904K0.1%+513F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,421$904K0.5%-1,62213F-HRTimeline
ShoreHaven Wealth Partners, LLC2,417$903K0.32%-713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,412$901K0.07%new13F-HRTimeline
Kelman-Lazarov, Inc.2,403$897K0.13%013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,389$892K0.28%013F-HRTimeline
MONECO ADVISORS, LLC2,388$892K0.07%+27013F-HRTimeline
Willis Johnson & Associates, Inc.2,381$889K0.05%+1413F-HRTimeline
Westbourne Investment Advisors, Inc.2,380$889K0.25%-12013F-HRTimeline
Penney Financial, LLC2,380$889K0.34%013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC2,377$888K0.18%+313F-HRTimeline
Tranquility Partners, LLC2,374$887K0.32%+1613F-HRTimeline
MAYPORT, LLC2,352$878K0.18%new13F-HRTimeline
Gutierrez Wealth Advisory, LLC2,343$875K0.55%+713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …2,335$872K0.14%-40213F-HRTimeline
Topsail Wealth Management, LLC2,334$872K0.13%013F-HRTimeline
Philip James Wealth Mangement, LLC2,331$870K0.1%-13213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,314$864K0.11%new13F-HRTimeline
Stronghold Wealth Management L.L.C.2,311$863K1.28%13F-HRTimeline
Planning Project LLC2,303$860K0.22%13F-HRTimeline