IWB ISHARES TR

ETF (fund)

1,346 managers (1,360 13F filers) reported a position in IWB shares at 2024-12-31, 100,574,860 shares in all. 72 filers opened a position and 45 filers sold out during the quarter.

Managers: 1,346
13F filers: 1,360
New: 72
Added: 395
Reduced: 424
Sold out: 45
Shares held by filers: 100,574,860

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Orgel Wealth Management, LLC	2,043	$658K	0.02%	0	13F-HR Timeline
Acorn Wealth Advisors, LLC	2,038	$657K	0.27%	0	13F-HR Timeline
Willis Johnson & Associates, Inc.	2,036	$656K	0.05%	+38	13F-HR Timeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…	2,026	$653K	0.27%	-51	13F-HR Timeline Group
KICKSTAND VENTURES, LLC.	2,019	$650K	0.17%	-50	13F-HR Timeline
Regal Investment Advisors LLC	2,016	$649K	0.05%	+6	13F-HR Timeline
Hurlow Wealth Management Group, Inc.	2,007	$647K	0.2%	0	13F-HR Timeline
Citizens National Bank Trust Department	2,000	$644K	0.14%	0	13F-HR Timeline
CHILDRESS CAPITAL ADVISORS, LLC	2,000	$644K	0.18%	0	13F-HR Timeline
HOHIMER WEALTH MANAGEMENT, LLC	1,997	$643K	0.12%	0	13F-HR Timeline
K.J. Harrison & Partners Inc	1,993	$641K	0.1%	0	13F-HR Timeline
PARTHENON LLC	1,980	$638K	0.08%	-80	13F-HR Timeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	1,979	$638K	0.04%	0	13F-HR Timeline
Verdence Capital Advisors LLC	1,979	$637K	0.05%	+1	13F-HR Timeline
CONNABLE OFFICE INC	1,973	$636K	0.07%	new	13F-HR Timeline
NEW WAVE WEALTH ADVISORS LLC	1,951	$629K	0.26%	+51	13F-HR Timeline
Harbor Group, Inc.	1,942	$626K	0.14%	-31	13F-HR Timeline
Fermata Advisors, LLC	1,929	$621K	0.12%	-992	13F-HR Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	1,918	$617K	0.05%	-603,283	13F-HR Timeline
Blue Oak Capital, LLC	1,907	$614K	0.37%		13F-HR Timeline
Mechanics Bank Trust Department	1,900	$612K	0.08%	0	13F-HR Timeline
GOLDEN ROAD ADVISORS LLC	1,881	$606K	0.46%	0	13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	1,873	$603K	0.26%	-6	13F-HR Timeline
SYNOVUS FINANCIAL CORP	1,866	$602K	0.01%	+95	13F-HR Timeline
LCNB CORP	1,865	$601K	0.22%	-200	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	1,863	$600K	0.02%	+18	13F-HR/A TimelineThe filing omitted confidential holdings, a later amendment may add them.
Zhang Financial LLC	1,856	$598K	0.03%	0	13F-HR Timeline
FORTE ASSET MANAGEMENT LLC	1,855	$598K	0.32%	0	13F-HR Timeline
PINNACLE ASSOCIATES LTD	1,847	$595K	0.01%	+227	13F-HR Timeline
Global Wealth Management, LLC	1,837	$592K	0.38%	+5	13F-HR Timeline
Cherry Creek Investment Advisors, Inc.	1,833	$590K	0.29%	+4	13F-HR Timeline
Delta Investment Management, LLC	1,829	$589K	0.11%	0	13F-HR Timeline
Silverleafe Capital Partners, LLC	1,821	$587K	0.19%	+2	13F-HR Timeline
WNY Asset Management, LLC	1,819	$586K	0.07%	+8	13F-HR Timeline
PARAGON FINANCIAL PARTNERS, INC.	1,817	$585K	0.44%	-95	13F-HR Timeline
Moser Wealth Advisors, LLC	1,804	$581K	0.3%	+46	13F-HR Timeline
PACK Private Wealth, LLC	1,772	$571K	0.34%	0	13F-HR Timeline
WealthShield Partners, LLC	1,767	$569K	0.08%	+1,600	13F-HR Timeline
Heritage Financial Services, LLC	1,766	$569K	0.08%	0	13F-HR Timeline
Schonfeld Strategic Advisors LLC	1,754	$565K	<0.01%	new	13F-HR Timeline
AAF Wealth Management, LLC	1,753	$565K	0.28%	+4	13F-HR/A Timeline
KilterHowling LLC	1,693	$563K	0.32%	+6	13F-HR Timeline
Antonelli Financial Advisors, LLC	1,743	$562K	0.47%		13F-HR Timeline
PFG Investments, LLC	1,725	$556K	0.03%	+43	13F-HR Timeline
Virtue Capital Management, LLC	1,715	$553K	0.11%	new	13F-HR Timeline
Journey Advisory Group, LLC	1,856	$552K	0.07%	0	13F-HR Timeline
Marks Group Wealth Management, Inc	1,708	$550K	0.05%	-145	13F-HR Timeline
Schechter Investment Advisors, LLC	1,700	$548K	0.04%	0	13F-HR Timeline
Legacy Wealth Asset Management, LLC	1,699	$547K	0.15%	new	13F-HR Timeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…	1,690	$544K	0.11%	0	13F-HR Timeline Group
MEMBERS WEALTH LLC	1,636	$544K	0.41%		13F-HR Timeline
Catalina Capital Group, LLC	1,686	$543K	0.18%	-5	13F-HR Timeline
GREENWOOD GEARHART LLC	1,673	$539K	0.04%	-60	13F-HR Timeline
Avant Financial Advisors LLC	1,672	$539K	0.49%		13F-HR Timeline
PURE PORTFOLIOS HOLDINGS LLC	1,671	$538K	0.2%	0	13F-HR Timeline
Palisade Asset Management, LLC	1,660	$535K	0.05%	0	13F-HR Timeline
North Berkeley Wealth Management, LLC	1,658	$534K	0.54%		13F-HR Timeline
Kelman-Lazarov, Inc.	1,656	$533K	0.1%	0	13F-HR Timeline
STOCK YARDS BANK & TRUST CO	1,652	$532K	0.02%	-470	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	1,652	$532K	0.01%	+187	13F-HR Timeline Group
Callan Capital, LLC	1,650	$532K	0.04%	-2,556	13F-HR Timeline
Flagship Private Wealth, LLC	1,649	$531K	0.26%	-3	13F-HR Timeline
Stonebridge Financial Group, LLC	1,647	$531K	0.06%		13F-HR Timeline
RMR Wealth Builders	1,646	$530K	0.05%	+350	13F-HR/A Timeline
LPWM LLC	1,639	$528K	0.17%	-10	13F-HR Timeline
Trexquant Investment LP	1,636	$527K	0.01%	new	13F-HR Timeline
Murphy, Middleton, Hinkle & Parker, Inc.	1,635	$527K	0.3%	0	13F-HR Timeline
SAGE PRIVATE WEALTH GROUP, LLC	1,633	$526K	0.39%	-6	13F-HR Timeline
Founders Financial Alliance, LLC	1,632	$526K	0.14%	0	13F-HR Timeline
Soltis Investment Advisors LLC	1,632	$526K	0.05%	-112	13F-HR Timeline
Paradigm, Strategies in Wealth Manageme…	1,630	$525K	0.35%	0	13F-HR Timeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…	1,629	$525K	0.1%	+4	13F-HR Timeline Group
Beaumont Financial Advisors, LLC	1,627	$524K	0.04%	-184	13F-HR Timeline
Bogart Wealth, LLC	1,625	$524K	0.02%	0	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	1,624	$523K	0.09%	+5	13F-HR Timeline
Black Diamond Financial, LLC	1,618	$521K	0.08%	0	13F-HR Timeline
WealthPLAN Partners, LLC	1,618	$521K	0.07%	-35	13F-HR Timeline
U.S. Capital Wealth Advisors, LLC	1,614	$520K	0.02%	-31	13F-HR Timeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.	1,608	$518K	0.03%	-172	13F-HR Timeline Group
FARMERS & MERCHANTS TRUST Co OF LONG BE…	1,603	$516K	0.13%	0	13F-HR Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	1,599	$515K	0.16%	0	13F-HR Timeline
Larson Financial Group LLC	1,588	$511K	0.03%	+151	13F-HR Timeline
Abacus Planning Group, Inc.	1,578	$508K	0.09%	0	13F-HR Timeline
Aureus Asset Management, LLC	1,577	$508K	0.03%	0	13F-HR Timeline
O'Brien Wealth Partners LLC	1,574	$507K	0.09%	0	13F-HR Timeline
Arbor Wealth Advisors LLC	1,572	$506K	0.45%	-112	13F-HR Timeline
Private Portfolio Partners LLC	1,566	$505K	0.09%	+181	13F-HR Timeline
Ridgeline Wealth, LLC	1,561	$503K	0.41%		13F-HR Timeline
Blue Trust, Inc.	1,560	$502K	0.01%	-95	13F-HR/A Timeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	1,555	$501K	0.05%	0	13F-HR Timeline Group
Ruggaard & Associates LLC	1,555	$501K	0.22%	0	13F-HR Timeline
Gerber Kawasaki Wealth & Investment Man…	1,549	$499K	0.02%	-1	13F-HR Timeline
IAMS WEALTH MANAGEMENT, LLC	1,547	$498K	0.23%	new	13F-HR Timeline
Northside Capital Management, LLC	1,546	$498K	0.13%	-449	13F-HR Timeline
Holt Capital Advisors, L.L.C. dba Holt …	1,535	$495K	0.07%	0	13F-HR Timeline
COUNTRY CLUB BANK	1,526	$493K	0.03%	0	13F-HR Timeline
Madden Advisory Services, Inc.	1,523	$491K	0.23%	0	13F-HR Timeline
Sunbelt Securities, Inc.	1,515	$490K	0.04%	0	13F-HR Timeline
Ullmann Wealth Partners Group, LLC	1,521	$490K	0.06%	0	13F-HR Timeline
Prasad Wealth Partners, LLC	1,521	$490K	0.16%		13F-HR Timeline
Maple Capital Management, Inc.	1,518	$489K	0.04%	+318	13F-HR Timeline
Revolve Wealth Partners, LLC	1,509	$486K	0.07%	+542	13F-HR/A Timeline
Farmers National Bank	1,504	$485K	0.14%		13F-HR Timeline
Western Wealth Management, LLC	1,499	$483K	0.03%	-15	13F-HR/A Timeline
Sentry LLC	1,495	$482K	0.09%	+1	13F-HR Timeline
Proficio Capital Partners LLC	1,490	$480K	0.04%	0	13F-HR/A Timeline
Plante Moran Financial Advisors, LLC	1,489	$480K	0.04%	+32	13F-HR Timeline
Premier Path Wealth Partners, LLC	1,476	$476K	0.07%	new	13F-HR Timeline
Edgestream Partners, L.P.	1,466	$472K	0.02%	-131	13F-HR Timeline
Curated Wealth Partners LLC	1,450	$467K	0.05%	0	13F-HR Timeline
Cornerstone Wealth Management, LLC	1,447	$466K	0.03%	+94	13F-HR Timeline
RFG - Bristol Wealth Advisors, LLC	1,440	$464K	0.15%		13F-HR Timeline
Factor Wealth Management LTD	1,435	$462K	0.15%		13F-HR Timeline
Summit Asset Management, LLC	1,424	$459K	0.08%	0	13F-HR Timeline
FAS Wealth Partners, Inc.	1,422	$458K	0.04%	-13	13F-HR Timeline
1ST SOURCE BANK	1,420	$457K	0.03%	-360	13F-HR Timeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	1,418	$457K	0.16%	0	13F-HR Timeline
ARQ WEALTH ADVISORS, LLC	1,412	$455K	0.17%	0	13F-HR Timeline
Geneos Wealth Management Inc.	1,408	$454K	0.02%	-96	13F-HR Timeline
World Investment Advisors	1,408	$454K	0.01%	+354	13F-HR Timeline
BSW Wealth Partners	1,406	$453K	0.07%	0	13F-HR Timeline
NESTEGG ADVISORS, INC.	1,367	$452K	0.46%		13F-HR Timeline
Global Wealth Strategies & Associates	1,400	$451K	0.14%	0	13F-HR Timeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …	1,396	$450K	0.06%		13F-HR Timeline
NAPATREE CAPITAL LLC	1,388	$447K	0.26%	new	13F-HR Timeline
TD Capital Management LLC	1,387	$447K	0.05%	-39	13F-HR Timeline
Pointe Capital Management LLC	1,375	$443K	0.25%	-55	13F-HR/A Timeline
Betterment LLC	1,368	$441K	<0.01%	-1,134	13F-HR Timeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …	1,370	$438K	0.02%	-4	13F-HR Timeline Group
CHATHAM CAPITAL GROUP, INC.	1,358	$437K	0.07%	0	13F-HR Timeline
PARTNERS WEALTH MANAGEMENT, LLC	1,352	$436K	0.5%		13F-HR Timeline
Mittelman Wealth Management	1,350	$435K	0.4%	new	13F-HR Timeline
Modern Wealth Management, LLC	1,345	$433K	0.02%	+224	13F-HR/A Timeline
AssuredPartners Investment Advisors, LLC	1,335	$430K	0.08%		13F-HR Timeline
WEALTH ALLIANCE, LLC	1,314	$423K	0.05%	-6	13F-HR Timeline
Patton Albertson Miller Group, LLC	1,307	$421K	0.06%	0	13F-HR Timeline
True Link Financial Advisors, LLC	1,304	$420K	0.04%	-68	13F-HR Timeline
Invst, LLC	1,300	$419K	0.05%	new	13F-HR Timeline
WETZEL INVESTMENT ADVISORS, INC.	1,299	$418K	0.21%	0	13F-HR Timeline
PRIVATE TRUST CO NA	1,295	$417K	0.04%	+745	13F-HR Timeline
Asset Management Group, Inc.	1,271	$410K	0.07%	+4	13F-HR Timeline
Arete Wealth Advisors, LLC	1,269	$409K	0.03%	+141	13F-HR Timeline
Wellspring Financial Advisors, LLC	1,267	$408K	0.04%	+4	13F-HR Timeline
Astoria Strategic Wealth, Inc.	1,264	$407K	0.12%	-572	13F-HR Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…	1,264	$407K	0.01%	+568	13F-HR Timeline Group
Highview Capital Management LLC/DE/	1,263	$407K	0.16%	-396	13F-HR/A Timeline
UNION SAVINGS BANK	1,263	$407K	0.2%	0	13F-HR Timeline
Baring Financial LLC	1,262	$406K	0.36%		13F-HR Timeline
Joseph Group Capital Management	1,261	$406K	0.16%	-158	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	1,255	$404K	0.01%	+188	13F-HR Timeline
JB Capital LLC	1,254	$404K	0.02%	+1	13F-HR Timeline
Gibbs Wealth Management	1,247	$402K	0.11%	+27	13F-HR Timeline
Redwood Wealth Management Group, LLC	1,243	$400K	0.2%	-12	13F-HR Timeline
Etesian Wealth Advisors, Inc.	1,241	$400K	0.18%	0	13F-HR Timeline
CAPE COD FIVE CENTS SAVINGS BANK	1,271	$400K	0.04%	0	13F-HR Timeline
Atlas Brown,Inc.	1,239	$399K	0.14%	0	13F-HR Timeline
Simplicity Wealth,LLC	1,239	$399K	0.08%	0	13F-HR Timeline
PENOBSCOT WEALTH MANAGEMENT	1,239	$399K	0.18%	-78	13F-HR Timeline
Legacy Wealth Management, LLC / MS	1,230	$396K	0.16%	-100	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	1,228	$396K	0.06%	-16	13F-HR Timeline
LGT Financial Advisors LLC	1,226	$395K	0.87%	0	13F-HR Timeline
FIRST MANHATTAN CO. LLC.	1,224	$394K	<0.01%	0	13F-HR Timeline
Abacus Wealth Partners, LLC	1,221	$393K	0.06%	0	13F-HR Timeline
Willow Creek Wealth Management Inc.	1,219	$393K	0.04%	0	13F-HR Timeline
Creegan & Nassoura Financial Group, LLC	1,200	$387K	0.26%	0	13F-HR Timeline
V2 Financial group LLC	1,200	$387K	0.23%	0	13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	1,199	$386K	<0.01%	+26	13F-HR Timeline
Reynders McVeigh Capital Management, LLC	1,194	$385K	0.02%	0	13F-HR Timeline
PBMares Wealth Management LLC	1,194	$385K	0.08%	0	13F-HR Timeline
Generation Capital Management LLC	1,190	$383K	0.33%		13F-HR Timeline
WEDBUSH SECURITIES INC	1,179	$380K	0.01%	+132	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	1,200	$377K	0.02%	0	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	1,169	$377K	0.01%	-327	13F-HR Timeline
Rothschild Capital Partners, LLC	1,165	$375K	0.09%	+4	13F-HR Timeline
SkyOak Wealth, LLC	1,151	$371K	0.08%	-123	13F-HR Timeline
Baker Ellis Asset Management LLC	1,150	$370K	0.05%	0	13F-HR Timeline
Berkeley Capital Partners, LLC	1,150	$370K	0.1%	-300	13F-HR Timeline
Chesapeake Wealth Management	1,142	$368K	0.13%	0	13F-HR Timeline
Guardian Asset Advisors, LLC	1,142	$368K	0.24%	+3	13F-HR Timeline
McAdam, LLC	1,139	$367K	0.02%	+18	13F-HR Timeline
Capital Advisors Wealth Management, LLC	1,138	$367K	0.07%	+20	13F-HR Timeline
Anchor Investment Management, LLC	1,128	$363K	0.03%	0	13F-HR Timeline
LVW Advisors, LLC	1,127	$363K	0.04%	new	13F-HR Timeline
Venture Visionary Partners LLC	1,121	$361K	0.02%	+273	13F-HR/A Timeline
Drake & Associates, LLC	1,083	$359K	0.1%	0	13F-HR Timeline
NORDEN GROUP LLC	1,113	$358K	0.04%	0	13F-HR Timeline
Meridian Wealth Partners, LLC	1,111	$358K	0.05%	0	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	1,107	$357K	0.26%		13F-HR Timeline
Gilliland Jeter Wealth Management LLC	1,104	$356K	0.12%	0	13F-HR Timeline
Cherry Tree Wealth Management, LLC	1,102	$355K	0.09%	0	13F-HR Timeline
Park Place Capital Corp	1,093	$352K	0.1%	new	13F-HR Timeline
Patriot Financial Group Insurance Agenc…	1,081	$348K	0.05%	new	13F-HR Timeline
Marcum Wealth, LLC	1,078	$347K	0.03%	+22	13F-HR Timeline
ENCOMPASS WEALTH ADVISORS, LLC	1,075	$346K	0.14%	0	13F-HR Timeline
FOSTER & MOTLEY INC	1,065	$343K	0.02%	-105	13F-HR Timeline
FORTRESS FINANCIAL GROUP, LLC	1,064	$343K	0.34%		13F-HR Timeline
Telos Capital Management, Inc.	1,060	$342K	0.04%	+1	13F-HR Timeline
Wernau Asset Management Inc.	1,060	$341K	0.33%		13F-HR Timeline
Silver Oak Advisory Group, Inc.	1,061	$341K	0.18%	0	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	1,057	$341K	0.02%	+533	13F-HR Timeline Group