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Disclosery

IWB ISHARES TR

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ETF (fund)

1,458 managers (1,478 13F filers) reported a position in IWB shares at 2026-03-31, 97,924,367 shares in all. 66 filers opened a position and 78 filers sold out during the quarter.

Managers
1,458
13F filers
1,478
New
66
Added
427
Reduced
523
Sold out
78
Shares held by filers
97,924,367

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
AdvisorNet Financial, Inc4,246$1.51M0.08%-61413F-HRTimeline
First Business Financial Services, Inc.4,244$1.51M0.13%013F-HRTimeline
True North Advisors, LLC4,239$1.51M0.17%+1,36013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,221$1.51M0.06%013F-HRTimeline
Range Advisory, LLC4,197$1.5M0.28%+66513F-HRTimeline
Wedmont Private Capital4,036$1.5M0.05%-44413F-HRTimeline
Kendall Capital Management4,168$1.49M0.3%013F-HRTimeline
Callan Family Office, LLC4,155$1.48M0.03%+113F-HRTimeline
Peck Wealth Management, LLC4,150$1.48M1.48%-38613F-HRTimeline
Coastline Trust Co4,126$1.47M0.15%-5013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIRST HORIZON CORP4,017$1.43M0.06%-1,77613F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC3,991$1.42M0.85%+2213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,989$1.42M0.07%-37413F-HRTimelineGroup
Eagle Strategies LLC3,981$1.42M0.17%+3513F-HRTimeline
Neumann Capital Management, LLC3,978$1.42M0.42%+4013F-HRTimeline
Atria Investments, Inc3,953$1.41M0.02%-4,05013F-HRTimeline
James J. Burns & Company, LLC3,897$1.39M0.19%-8313F-HRTimeline
EQUITABLE TRUST CO3,896$1.39M0.06%013F-HRTimeline
Balentine LLC3,868$1.38M0.06%013F-HRTimeline
Tanager Wealth Management LLP3,850$1.37M0.13%013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC3,834$1.37M0.6%+1,02913F-HRTimeline
Capital Investment Advisors, LLC3,819$1.36M0.02%+313F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,811$1.36M0.01%-3513F-HRTimelineGroup
LEE DANNER & BASS INC3,795$1.35M0.09%-80013F-HRTimeline
Larson Financial Group LLC3,733$1.33M0.04%+77413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp3,721$1.33M0.04%-2,63313F-HRTimelineGroup
NorthCoast Asset Management LLC3,718$1.33M0.03%+10513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3,706$1.32M1.05%-5013F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC3,684$1.31M0.11%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,672$1.31M0.15%-2013F-HRTimelineGroup
Denver PWM, LLC3,248$1.31M0.45%+2613F-HRTimeline
Valmark Advisers, Inc.3,665$1.31M0.02%+213F-HRTimeline
Key Financial Inc3,655$1.3M0.23%-1513F-HRTimeline
ASL Financial, LLC3,650$1.3M1.04%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,646$1.3M-23Timeline
TD Waterhouse Canada Inc.3,600$1.29M<0.01%013F-HRTimeline
Betterment LLC3,572$1.27M<0.01%-38613F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC3,573$1.27M0.03%-2,27013F-HRTimelineGroup
Hilltop National Bank3,568$1.27M0.3%013F-HRTimeline
W.H. Cornerstone Investments Inc.3,561$1.27M0.79%+913F-HRTimeline
Heritage Wealth Advisors3,548$1.27M0.05%013F-HRTimeline
Whitegate Investment Counselors, Inc.3,543$1.26M0.4%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,535$1.26M0.01%+19613F-HRTimelineGroup
Pacific Park Financial, Inc.3,533$1.26M0.82%-36413F-HRTimeline
Strategic Wealth Partners, Ltd.3,531$1.26M0.09%-10313F-HRTimeline
WealthPlan Investment Management, LLC3,525$1.26M0.07%+1,43713F-HRTimeline
Ellevest, Inc.3,516$1.25M0.17%-9713F-HRTimeline
Choate Investment Advisors3,512$1.25M0.02%013F-HRTimeline
PlanVest Financial, Inc3,506$1.25M0.95%13F-HRTimeline
FSM Wealth Advisors, LLC3,491$1.24M0.16%+7113F-HRTimeline
Decker Wealth Management LLC3,463$1.23M0.28%013F-HRTimeline
AlphaCore Capital LLC3,456$1.23M0.03%+14313F-HRTimeline
Facet Wealth, Inc.3,454$1.23M0.02%+5013F-HRTimeline
Optimist Retirement Group LLC3,451$1.23M0.54%-9113F-HRTimeline
OFC FINANCIAL PLANNING, LLC3,439$1.23M1.21%013F-HRTimeline
Pathway Financial Advisors LLC3,400$1.22M0.15%013F-HRTimeline
TI-TRUST, INC3,419$1.22M0.72%013F-HRTimeline
Praetorian Wealth Management, Inc.3,285$1.22M0.23%013F-HRTimeline
Montecito Bank & Trust3,404$1.21M0.2%-22013F-HRTimeline
Harbor Asset Planning, Inc.3,403$1.21M1.02%+713F-HRTimeline
Flaharty Asset Management, LLC3,388$1.21M0.15%-3713F-HRTimeline
Mittelman Wealth Management3,428$1.2M0.75%new13F-HRTimeline
Vawter Financial, Ltd.3,366$1.2M0.5%-4213F-HR/ATimeline
Bollard Group LLC3,344$1.19M0.04%+813F-HRTimeline
ARK & TLK INVESTMENTS, LLC3,331$1.19M0.32%013F-HRTimeline
PATTEN & PATTEN INC/TN3,329$1.19M0.07%+113F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC3,286$1.17M0.1%013F-HRTimeline
Legacy Private Trust Co.3,264$1.16M0.07%013F-HRTimeline
REGIMEN WEALTH, LLC3,248$1.16M0.34%-1513F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,235$1.15M0.06%-3013F-HRTimeline
Polaris Investment Advisors, LLC3,230$1.15M0.84%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3,228$1.15M0.38%013F-HRTimeline
Simplicity Wealth,LLC3,218$1.15M0.07%+61113F-HRTimeline
Patriot Financial Group Insurance Agenc…3,214$1.15M0.06%+1,56213F-HRTimeline
INSTRUMENTAL WEALTH, LLC3,211$1.14M0.7%+613F-HRTimeline
ATLas Financial Planning LLC3,198$1.14M1.02%-9413F-HRTimeline
Meridian Wealth Advisors, LLC3,190$1.14M0.15%+513F-HRTimeline
Gateway Wealth Partners, LLC3,184$1.14M0.04%+2,50013F-HRTimeline
Soundwatch Capital LLC3,183$1.13M0.14%013F-HRTimeline
Note Advisors, LLC3,168$1.13M0.56%013F-HRTimeline
WATERS PARKERSON & CO., LLC3,150$1.12M0.06%013F-HRTimeline
Wealth Architects, LLC3,121$1.11M0.1%013F-HRTimeline
Bluespring Wealth Management, LLC3,096$1.1M0.1%013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,094$1.1M0.31%+713F-HRTimeline
SPINNAKER TRUST3,092$1.1M0.06%013F-HRTimeline
Rockwood Wealth Management, LLC3,073$1.1M0.08%-44713F-HRTimeline
Waterfront Wealth Inc.3,066$1.09M0.2%-2913F-HRTimeline
Wealthquest Corp3,058$1.09M0.08%-9913F-HR/ATimeline
McClarren Financial Advisors, Inc.3,057$1.09M0.65%-1,09513F-HRTimeline
CORTLAND ASSOCIATES INC/MO3,038$1.08M0.16%013F-HRTimeline
Chandler Asset Management, Inc.3,000$1.07M0.16%013F-HRTimeline
Capital Advisors, Ltd. LLC2,994$1.07M0.12%+8613F-HRTimeline
DAVENPORT & Co LLC2,987$1.06M0.01%+13113F-HRTimeline
BLB&B Advisors, LLC2,982$1.06M0.04%013F-HRTimeline
NWAM LLC2,979$1.06M0.06%+78313F-HRTimeline
Heartwood Wealth Advisors LLC2,974$1.06M0.09%+6113F-HRTimeline
HM PAYSON & CO2,972$1.06M0.02%+70013F-HRTimeline
IFG Advisors, LLC2,970$1.06M0.17%+613F-HRTimeline
Aprio Wealth Management, LLC2,969$1.06M0.06%new13F-HRTimeline
OFS Enterprise LLC2,959$1.06M0.31%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,957$1.05M0.11%+1,31113F-HRTimeline
Financially in Tune, LLC2,946$1.05M0.9%-14413F-HRTimeline
Venturi Wealth Management, LLC2,945$1.05M0.05%013F-HRTimeline
MGO ONE SEVEN LLC2,939$1.05M0.02%+9013F-HRTimeline
JHP Wealth Management, LLC2,935$1.05M1%+713F-HRTimeline
GREENLEAF TRUST2,932$1.05M0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,930$1.04M0.02%013F-HRTimelineGroup
CJM Wealth Advisers, Ltd.2,926$1.04M0.32%013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV2,925$1.04M0.52%+3013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA2,945$1.04M0.03%+3613F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC2,904$1.04M0.08%-11913F-HRTimeline
SEMITAM BONAM LLC2,897$1.03M0.84%-8513F-HRTimeline
LaSalle St. Investment Advisors, LLC2,892$1.03M0.15%+1,71913F-HRTimeline
Legacy Trust2,885$1.03M0.2%-10013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC2,867$1.02M0.3%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,866$1.02M0.29%-2,86613F-HRTimeline
WEST PACES ADVISORS INC.2,840$1.01M0.2%013F-HRTimeline
Regal Investment Advisors LLC2,837$1.01M0.06%+5013F-HRTimeline
Capital Asset Managemnet, LLC2,814$1M1.13%-1913F-HRTimeline
KICKSTAND VENTURES, LLC.2,806$1M0.21%-913F-HRTimeline
5T Wealth, LLC2,777$990K0.39%+3113F-HRTimeline
Segment Wealth Management, LLC2,751$981K0.06%013F-HRTimeline
Indivisible Partners2,751$981K0.09%new13F-HRTimeline
Hamilton Wealth, LLC2,745$979K0.19%new13F-HR/ATimeline
Stordahl Capital Management, Inc.2,711$967K0.2%-1,76313F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding3,014$964K+309Timeline1 member's value is left out of the sum: about 1,000 times or 1/1,000 of the price other filers imply.
LGL PARTNERS, LLC2,705$964K0.4%+713F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,703$964K0.03%+9713F-HRTimeline
First National Trust Co2,700$963K0.03%013F-HRTimeline
HTG Investment Advisors, Inc.2,696$961K0.27%new13F-HRTimeline
Hemenway Trust Co LLC2,689$959K0.08%+9913F-HRTimeline
Patten Group, Inc.2,679$955K0.17%-27613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,666$951K0.04%-30513F-HRTimeline
Northstar Group, Inc.2,662$949K0.13%013F-HRTimeline
Abundance Wealth Counselors2,647$944K0.14%+1,64013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC2,644$942K<0.01%-1,84313F-HRTimelineGroup
Willis Johnson & Associates, Inc.2,636$940K0.05%+25513F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.2,629$937K0.53%13F-HRTimeline
Shepherd Financial Partners LLC2,627$937K0.09%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC2,625$936K0.34%-6313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,613$932K0.02%-22813F-HRTimeline
Warren Street Wealth Advisors, LLC2,599$927K0.24%-4313F-HRTimeline
Cornerstone Financial Management LLC2,598$926K0.85%-19113F-HR/ATimeline
RMR Wealth Builders2,588$923K0.07%-1813F-HRTimeline
MYCIO WEALTH PARTNERS, LLC2,579$920K0.18%+20213F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…2,573$917K0.04%013F-HRTimeline
ONE Advisory Partners, LLC2,540$906K0.28%+513F-HRTimeline
Syverson Strege & Co2,529$902K0.22%+313F-HRTimeline
Falcon Wealth Planning2,526$901K0.06%+8713F-HRTimeline
Tradition Wealth Management, LLC2,526$901K0.06%-4113F-HRTimeline
Tranquility Partners, LLC2,514$897K0.34%+14013F-HRTimeline
FIRST AMERICAN TRUST, FSB2,513$896K0.06%+26813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,504$893K0.03%+29613F-HRTimeline
Annex Advisory Services, LLC2,504$893K0.02%-7,31713F-HRTimeline
ROCKLAND TRUST CO2,491$888K0.04%+1,30013F-HRTimeline
ShoreHaven Wealth Partners, LLC2,455$875K0.31%+3813F-HRTimeline
Sunbelt Securities, Inc.2,440$870K0.05%-2213F-HRTimeline
Strategic Advisors LLC2,436$869K0.14%-3113F-HRTimeline
NWF Advisory Services Inc.2,429$866K0.1%+813F-HRTimeline
Steelhead Wealth Management LLC2,428$865K0.44%13F-HRTimeline
WEALTH ALLIANCE, LLC2,423$864K0.09%-2,72413F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,421$863K0.47%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,412$860K0.06%013F-HRTimeline
Kelman-Lazarov, Inc.2,403$857K0.12%013F-HRTimeline
MONECO ADVISORS, LLC2,392$853K0.07%+413F-HRTimeline
Palatine Hill Wealth Management, LLC2,382$849K0.74%-12713F-HRTimeline
Penney Financial, LLC2,380$849K0.33%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,371$845K0.02%-84613F-HRTimelineGroup
LCNB CORP2,365$843K0.28%-20013F-HRTimeline
MAYPORT, LLC2,352$839K0.16%013F-HRTimeline
Gutierrez Wealth Advisory, LLC2,349$838K0.52%+613F-HRTimeline
IHT Wealth Management, LLC2,343$836K0.02%-17613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …2,340$835K0.13%+513F-HRTimeline
Topsail Wealth Management, LLC2,334$832K0.12%013F-HRTimeline
Stronghold Wealth Management L.L.C.2,327$830K1.25%+1613F-HRTimeline
Carnegie Investment Counsel2,322$828K0.02%-63113F-HRTimeline
Gladstone Institutional Advisory LLC2,308$823K0.03%-19313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,300$820K<0.01%013F-HRTimelineGroup
ENZI WEALTH2,296$819K0.28%-16113F-HRTimeline
Graver Capital Management, LLC2,286$815K0.62%-67113F-HRTimeline
Old North State Wealth Management, LLC2,281$813K0.38%+613F-HRTimeline
PLANWISER FINANCIAL, LLC2,113$810K0.59%-4013F-HRTimeline
Next Level Private LLC2,265$807K0.18%+413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,240$799K0.02%013F-HR/ATimeline
Westbourne Investment Advisors, Inc.2,240$799K0.23%-14013F-HRTimeline
Retirement Wealth Solutions LLC2,235$797K0.5%new13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC2,234$796K0.33%+313F-HRTimeline
Harbor Group, Inc.2,223$793K0.11%+513F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding2,207$787K+45Timeline
Kohmann Bosshard Financial Services, LLC2,205$786K0.08%013F-HR/ATimeline
BSW Wealth Partners2,197$783K0.1%+79113F-HRTimeline
Synergy Investment Management, LLC2,194$782K0.26%013F-HRTimeline
Fairway Wealth LLC2,179$777K0.21%+1,75613F-HRTimeline
Dynamic Advisor Solutions LLC2,172$774K0.02%-64413F-HRTimeline
Verum Partners LLC2,169$773K0.15%-10413F-HRTimeline
Manhattan West Asset Management, LLC2,169$773K0.15%-313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,157$769K0.1%-1013F-HRTimeline
Portland Global Advisors LLC2,117$755K0.08%013F-HRTimeline
IFS Advisors, LLC2,115$754K0.39%-2613F-HRTimeline
Gilliland Jeter Wealth Management LLC2,106$751K0.22%+95713F-HRTimeline