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Disclosery

IWB ISHARES TR

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ETF (fund)

1,536 managers (1,556 13F filers) reported a position in IWB shares at 2026-06-30, 95,842,256 shares in all. 118 filers opened a position and 40 filers sold out during the quarter.

Managers
1,536
13F filers
1,556
New
118
Added
374
Reduced
569
Sold out
40
Shares held by filers
95,842,256

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Verum Partners LLC2,171$889K0.13%+213F-HRTimeline
Gilliland Jeter Wealth Management LLC2,162$885K0.23%+5613F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,157$883K0.11%013F-HRTimeline
Portland Global Advisors LLC2,117$867K0.08%013F-HRTimeline
JB Capital LLC2,116$867K0.03%+28313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,115$866K<0.01%new13F-HRTimelineGroup
IFS Advisors, LLC2,102$861K0.41%-1313F-HRTimeline
STALEY CAPITAL ADVISERS INC2,100$860K0.03%013F-HRTimeline
Aviance Capital Partners, LLC2,099$860K0.09%+33313F-HRTimeline
Towneley Capital Management, Inc / DE2,096$858K0.17%013F-HRTimeline
Dynamic Advisor Solutions LLC2,089$856K0.02%-8313F-HRTimeline
Claro Advisors Inc.2,069$847K0.09%+1813F-HRTimeline
3 FACTOR INDEXING, LLC2,062$844K0.71%013F-HRTimeline
SAX WEALTH ADVISORS, LLC2,363$843K0.03%+52713F-HRTimeline
WEALTH ALLIANCE, LLC2,056$842K0.07%-36713F-HRTimeline
CENTRAL TRUST Co2,053$841K0.02%+10113F-HRTimeline
HEADINVEST, LLC2,050$839K0.16%013F-HRTimeline
SIGNATUREFD, LLC2,047$838K0.01%-513F-HRTimeline
CENTAURUS FINANCIAL, INC.2,038$835K0.03%-5513F-HRTimeline
Acorn Wealth Advisors, LLC2,038$835K0.2%013F-HRTimeline
Cornerstone Wealth Management, LLC2,031$832K0.04%+47413F-HRTimeline
Bogart Wealth, LLC2,019$827K0.03%013F-HRTimeline
Fairway Wealth LLC2,016$825K0.19%-16313F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC2,012$824K0.31%-22213F-HRTimeline
SOA Wealth Advisors, LLC.2,008$822K0.14%-6813F-HRTimeline
Hurlow Wealth Management Group, Inc.2,007$822K0.17%013F-HRTimeline
CIBC WORLD MARKET INC.2,006$821K<0.01%-3513F-HRTimeline
RIVERBRIDGE PARTNERS LLC2,004$821K0.02%+2413F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC2,003$820K0.08%013F-HRTimeline
Smith Salley Wealth Management2,003$820K0.04%+5413F-HRTimeline
Perennial Investment Advisors, LLC2,002$820K0.05%+5313F-HRTimeline
Azimuth Capital Investment Management L…2,002$820K0.03%-213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,993$816K0.03%-67313F-HRTimeline
Douglass Winthrop Advisors, LLC1,990$815K0.01%013F-HRTimeline
Accelerate Investment Advisors LLC1,982$812K0.47%+17913F-HRTimeline
PARTHENON LLC1,980$811K0.08%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,978$810K0.04%+9013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,977$810K0.02%+7313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,977$809K0.05%-613F-HRTimeline
GAMMA Investing LLC1,975$809K0.03%+1,39313F-HRTimeline
JSF Financial, LLC1,971$807K0.13%new13F-HRTimeline
PLANWISER FINANCIAL, LLC1,964$804K0.56%-14913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,960$803K0.07%+48613F-HRTimelineGroup
Red Door Wealth Management, LLC1,953$800K0.07%+80613F-HRTimeline
AMI ASSET MANAGEMENT CORP1,953$800K0.05%+1,24513F-HRTimeline
Soltis Investment Advisors LLC1,941$795K0.05%+413F-HRTimeline
NORDEN GROUP LLC1,921$787K0.06%-5213F-HRTimeline
Buttonwood Financial Advisors Inc.1,919$786K0.24%-3013F-HRTimeline
Capital International Investorsin group Capital International Investo…1,934$786K<0.01%+46113F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,052$786K0.01%+1,01913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,906$781K0.02%-46513F-HRTimelineGroup
Mechanics Bank Trust Department1,900$778K0.1%013F-HRTimeline
Citizens National Bank Trust Department1,900$778K0.11%013F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.1,892$775K0.1%013F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC1,891$774K0.35%-3413F-HRTimeline
Rose Capital Advisors LLC1,890$774K0.42%13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,877$769K0.18%-10513F-HRTimelineGroup
Global Wealth Management, LLC1,866$764K0.39%+413F-HRTimeline
Heck Capital Advisors, LLC1,860$762K0.05%013F-HRTimeline
Cherry Creek Investment Advisors, Inc.1,856$760K0.3%+313F-HRTimeline
FORTE ASSET MANAGEMENT LLC1,855$760K0.31%013F-HRTimeline
Houlihan Financial Resource Group, Ltd.1,850$758K0.27%013F-HRTimeline
Omnia Family Wealth, LLC1,848$757K0.2%013F-HRTimeline
OARSMAN CAPITAL, INC.1,847$756K0.08%+1,28513F-HRTimeline
Nicholas Hoffman & Company, LLC.1,845$755K0.02%013F-HRTimeline
Journey Advisory Group, LLC1,836$752K0.06%013F-HRTimeline
Crewe Advisors LLC1,833$751K0.05%013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.1,836$750K0.4%-513F-HRTimeline
Delta Investment Management, LLC1,829$749K0.12%013F-HRTimeline
United Asset Strategies, Inc.1,828$749K0.05%-6713F-HRTimeline
Highland Investment Advisors LLC1,816$744K0.32%13F-HRTimeline
NTV Asset Management LLC1,811$742K0.07%013F-HRTimeline
Cornerstone Planning Group LLC1,813$741K0.09%+213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,807$740K0.02%+1,05913F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…1,799$737K0.07%-15213F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,798$736K0.08%-1013F-HR/ATimeline
SUMMIT WEALTH GROUP LLC / CO1,797$736K0.06%-25313F-HRTimeline
COURIER CAPITAL LLC1,776$727K0.04%-1013F-HRTimeline
PACK Private Wealth, LLC1,772$726K0.3%013F-HRTimeline
Sprinkle Financial Consultants LLC1,769$725K0.28%+313F-HRTimeline
Western Wealth Management, LLC1,756$719K0.02%+1013F-HRTimeline
WNY Asset Management, LLC1,739$712K0.06%-1613F-HRTimeline
Gilbert Capital Group, Inc.1,736$711K0.5%-1713F-HRTimeline
New Republic Capital, LLC1,731$709K0.16%+56113F-HRTimeline
Diversified Portfolios, Inc.1,727$707K0.05%-7413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,723$706K0.04%+113F-HRTimeline
STOCK YARDS BANK & TRUST CO1,721$705K0.02%013F-HR/ATimeline
KilterHowling LLC1,719$704K0.32%+413F-HRTimeline
Obermeyer Wealth Partners1,715$702K0.03%013F-HRTimeline
Avant Financial Advisors LLC1,713$701K0.44%013F-HRTimeline
Cardinal Point Capital Management ULC1,712$701K0.04%+36213F-HRTimeline
Palisade Asset Management, LLC1,711$701K0.06%013F-HRTimeline
Moss Adams Wealth Advisors LLC1,711$701K0.04%013F-HRTimeline
PUREfi Wealth, LLC1,701$697K0.38%new13F-HRTimeline
Westshore Wealth, LLC1,699$696K0.22%013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…1,690$692K0.09%013F-HRTimelineGroup
TRUE Private Wealth Advisors1,682$689K0.06%+2613F-HRTimeline
AAF Wealth Management, LLC1,681$688K0.25%-313F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,681$688K0.1%+413F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,678$687K0.13%new13F-HR/ATimeline
ALONGSIDE, LLC1,678$687K0.13%13F-HRTimeline
Integrated Investment Consultants, LLC1,675$686K0.14%+6613F-HRTimeline
Strategic Wealth Advisors LLC1,835$685K0.59%013F-HRTimeline
Stonebridge Financial Group, LLC1,647$674K0.05%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.1,635$670K0.27%013F-HRTimeline
LPWM LLC1,633$669K0.15%-16513F-HRTimeline
RFG Advisory, LLC1,626$666K0.01%+11013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,619$663K0.01%+9613F-HRTimelineGroup
Black Diamond Financial, LLC1,618$663K0.06%013F-HRTimeline
SIMA Wealth Partners, LLC1,617$662K0.47%-26713F-HRTimeline
Trexquant Investment LP1,611$660K<0.01%new13F-HRTimeline
Blankinship & Foster, LLC1,610$659K0.13%-3713F-HRTimeline
FAS Wealth Partners, Inc.1,607$658K0.03%+113F-HRTimeline
SYON CAPITAL LLC1,600$655K0.03%013F-HRTimeline
FORM Wealth Advisors, LLC1,600$655K0.07%-2413F-HRTimeline
USA FINANCIAL FORMULAS1,597$654K0.12%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,592$652K0.2%-3313F-HRTimelineGroup
Advyzon Investment Management, LLC1,589$651K0.05%-413F-HRTimeline
Notis-McConarty Edward1,585$649K0.28%-1513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,584$648K0.01%+213F-HRTimelineGroup
Powerhouse Assets LLC1,572$644K0.52%013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…1,572$644K0.39%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,572$644K0.03%-3613F-HRTimeline
GOLDEN ROAD ADVISORS LLC1,571$643K0.31%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,570$643K0.04%013F-HRTimeline
Asset Advisory Group, Inc.1,570$643K0.28%-1313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,565$641K-29Timeline
Qube Research & Technologies Ltd1,563$640K<0.01%new13F-HRTimeline
Uniting Wealth Partners, LLC1,560$639K0.13%-1413F-HRTimeline
Patriot Financial Group Insurance Agenc…1,555$637K0.07%-1,65913F-HRTimeline
Sigma Planning Corp1,553$636K0.02%+20013F-HRTimeline
Balboa Wealth Partners1,552$636K0.09%+72613F-HRTimeline
North Berkeley Wealth Management, LLC1,551$635K0.26%013F-HRTimeline
Hurley Capital, LLC1,550$635K0.33%013F-HRTimeline
Members Trust Co1,550$635K0.02%-12513F-HRTimeline
Carter Financial Group, INC.1,547$633K0.33%-4013F-HRTimeline
Gateway Wealth Partners, LLC1,541$631K0.04%-1,64313F-HRTimeline
Fermata Advisors, LLC1,540$631K0.13%-17613F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …1,535$629K0.07%013F-HRTimeline
GREENWOOD GEARHART LLC1,530$627K0.03%013F-HRTimeline
Security National Bank1,528$626K0.07%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…1,525$624K0.05%13F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC1,524$624K0.03%013F-HRTimeline
Spartan Wealth Advisory Services LLC1,519$622K0.05%013F-HRTimeline
MBL Wealth, LLC1,514$620K0.04%+1713F-HRTimeline
Crescent Grove Advisors, LLC1,511$619K0.05%-1113F-HRTimeline
Quotient Wealth Partners, LLC1,508$618K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…1,505$616K0.04%+1,38013F-HRTimeline
SIMON QUICK ADVISORS, LLC1,502$615K0.02%+8513F-HRTimeline
Yanni & Associates Investment Advisors,…1,501$615K0.57%-14213F-HRTimeline
Proficio Capital Partners LLC1,490$610K0.02%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC1,489$610K<0.01%+58613F-HRTimeline
BayBridge Capital Group, LLC1,487$609K0.32%new13F-HRTimeline
Blue Trust, Inc.1,485$608K0.01%+4413F-HRTimeline
HARBOUR INVESTMENTS, INC.1,483$607K0.01%-1813F-HRTimeline
WBH ADVISORY INC1,482$607K0.04%+34413F-HRTimeline
Alta Wealth Advisors LLC1,469$602K0.16%-20613F-HRTimeline
Triad Wealth Partners, LLC1,450$601K0.04%+41413F-HRTimeline
Northside Capital Management, LLC1,465$600K0.05%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,459$598K<0.01%+613F-HRTimeline
Vestmark Advisory Solutions, Inc.1,455$596K0.01%-35213F-HRTimeline
Curated Wealth Partners LLC1,450$594K0.07%013F-HR/ATimeline
Geneos Wealth Management Inc.1,446$592K0.01%+3213F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,444$591K0.02%013F-HRTimeline
K.J. Harrison & Partners Inc1,443$591K0.08%013F-HRTimeline
PINNACLE ASSOCIATES LTD1,432$586K0.01%013F-HRTimeline
Prasad Wealth Partners, LLC1,430$586K0.14%+313F-HRTimeline
Summit Asset Management, LLC1,424$583K0.07%013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,418$581K0.15%013F-HRTimeline
Edgestream Partners, L.P.1,411$578K0.02%-21813F-HRTimeline
OLD NATIONAL BANCORP /IN/1,410$577K0.01%-30,31913F-HRTimeline
Cogent Private Wealth, Inc.1,404$575K0.36%-5413F-HRTimeline
PFG Investments, LLC1,400$573K0.02%-22113F-HRTimeline
Flagship Private Wealth, LLC1,392$570K0.2%-513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC1,392$570K0.02%013F-HRTimeline
Farmers National Bank1,388$568K0.12%-413F-HRTimeline
Global Wealth Strategies & Associates1,385$567K0.11%+5813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,385$567K0.01%-7913F-HR/ATimeline
TUDOR INVESTMENT CORP ET AL1,384$567K<0.01%-6,36013F-HRTimeline
Sentry LLC1,383$566K0.16%+113F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,370$561K0.02%013F-HRTimeline
Alcosta Capital Management, Inc.1,368$560K0.38%-44013F-HRTimeline
Ruggaard & Associates LLC1,368$560K0.2%013F-HRTimeline
MA Private Wealth1,366$559K0.08%013F-HRTimeline
Adelphi Trust Co1,364$559K0.37%013F-HRTimeline
W1M Asset Management Ltd1,360$557K0.01%+17113F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,358$556K0.07%013F-HRTimeline
Manhattan West Asset Management, LLC1,358$556K0.09%-81113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,353$554K<0.01%-7,52913F-HRTimelineGroup
NESTEGG ADVISORS, INC.1,352$554K0.39%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,350$553K0.01%+413F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.1,350$553K0.33%013F-HRTimeline
Capital Advisors Wealth Management, LLC1,348$552K0.06%+7513F-HRTimeline
Aaron Wealth Advisors LLC1,342$550K0.03%new13F-HRTimeline
M3 Advisory Group, LLC1,342$550K0.28%+213F-HRTimeline
1ST SOURCE BANK1,340$549K0.02%-58113F-HRTimeline
AssuredPartners Investment Advisors, LLC1,340$549K0.05%013F-HRTimeline
Bridgewater Advisors Inc.1,323$549K0.03%013F-HRTimeline
Coastal Bridge Advisors, LLC1,334$546K0.03%013F-HRTimeline
Beaumont Financial Advisors, LLC1,333$546K0.03%+113F-HRTimeline