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Disclosery

IWB ISHARES TR

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ETF (fund)

1,333 managers (1,345 13F filers) reported a position in IWB shares at 2025-03-31, 97,779,994 shares in all. 73 filers opened a position and 76 filers sold out during the quarter.

Managers
1,333
13F filers
1,345
New
73
Added
411
Reduced
450
Sold out
76
Shares held by filers
97,779,994

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GOLDEN ROAD ADVISORS LLC1,881$577K0.45%013F-HRTimeline
Nicholas Hoffman & Company, LLC.1,878$576K0.02%+1513F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
STOCK YARDS BANK & TRUST CO1,870$574K0.02%+21813F-HRTimeline
LCNB CORP1,865$572K0.21%013F-HRTimeline
Verdence Capital Advisors LLC1,858$570K0.04%-12113F-HRTimeline
Journey Advisory Group, LLC1,856$569K0.05%013F-HRTimeline
FORTE ASSET MANAGEMENT LLC1,855$569K0.29%013F-HRTimeline
Alcosta Capital Management, Inc.1,852$568K0.38%-43913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,852$568K0.05%-58413F-HRTimeline
Houlihan Financial Resource Group, Ltd.1,850$567K0.25%-22313F-HRTimeline
PINNACLE ASSOCIATES LTD1,847$567K0.01%013F-HRTimeline
Global Wealth Management, LLC1,842$565K0.33%+513F-HRTimeline
Sprinkle Financial Consultants LLC1,841$564K0.36%-60113F-HRTimeline
Cherry Creek Investment Advisors, Inc.1,836$563K0.29%+313F-HRTimeline
Coppell Advisory Solutions LLC1,534$563K0.08%+1,14213F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC1,830$561K0.43%new13F-HRTimeline
Moser Wealth Advisors, LLC1,829$561K0.29%+2513F-HRTimeline
Delta Investment Management, LLC1,829$561K0.11%013F-HRTimeline
BIP Wealth, LLC1,825$560K0.04%-44913F-HRTimeline
Americana Partners, LLC1,823$559K0.02%-78013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.1,821$558K0.44%+413F-HRTimeline
SYNOVUS FINANCIAL CORP1,813$556K0.01%-5313F-HRTimeline
Fermata Advisors, LLC1,811$556K0.1%-11813F-HRTimeline
Obermeyer Wealth Partners1,810$555K0.03%new13F-HRTimeline
Diversified Portfolios, Inc.1,794$550K0.06%-1,92613F-HRTimeline
WNY Asset Management, LLC1,792$550K0.07%-2713F-HRTimeline
Accelerate Investment Advisors LLC1,774$544K0.46%+85513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,773$544K0.23%-10013F-HRTimeline
PACK Private Wealth, LLC1,772$544K0.32%013F-HRTimeline
COREPATH WEALTH PARTNERS LLC1,875$543K0.52%new13F-HRTimeline
Aviance Capital Partners, LLC1,766$542K0.08%new13F-HRTimeline
PFG Investments, LLC1,761$540K0.03%+3613F-HRTimeline
Scharf Investments, LLC1,757$539K0.02%-8,35613F-HRTimeline
AAF Wealth Management, LLC1,756$539K0.29%+313F-HRTimeline
SOMERVILLE KURT F1,744$535K0.09%new13F-HRTimeline
Almanack Investment Partners, LLC.1,732$531K0.11%-1,02213F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT1,725$529K0.22%+48613F-HRTimeline
KilterHowling LLC1,697$527K0.34%+413F-HRTimeline
FORM Wealth Advisors, LLC1,717$527K0.07%13F-HRTimeline
Heritage Financial Services, LLC1,716$526K0.05%-5013F-HRTimeline
Avant Financial Advisors LLC1,713$525K0.48%+4113F-HRTimeline
Moss Adams Wealth Advisors LLC1,711$525K0.06%+1,04613F-HRTimeline
Marks Group Wealth Management, Inc1,708$524K0.05%013F-HRTimeline
Schechter Investment Advisors, LLC1,700$521K0.04%013F-HRTimeline
AlphaCore Capital LLC1,693$519K0.04%new13F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…1,690$518K0.1%013F-HR/ATimelineGroup
1ST SOURCE BANK1,685$517K0.03%+26513F-HRTimeline
SeaCrest Wealth Management, LLC1,683$516K0.06%-43213F-HRTimeline
Patriot Financial Group Insurance Agenc…1,675$514K0.07%+59413F-HRTimeline
GREENWOOD GEARHART LLC1,673$513K0.04%013F-HRTimeline
Callan Capital, LLC1,660$509K0.04%+1013F-HRTimeline
Palisade Asset Management, LLC1,660$509K0.05%013F-HRTimeline
North Berkeley Wealth Management, LLC1,658$509K0.53%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,653$507K0.01%+113F-HRTimelineGroup
Claro Advisors Inc.1,652$507K0.07%+64213F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,652$507K0.19%-1913F-HRTimeline
Flagship Private Wealth, LLC1,652$507K0.24%+313F-HRTimeline
Larson Financial Group LLC1,651$506K0.02%+6313F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC1,648$506K0.38%+1513F-HRTimeline
Stonebridge Financial Group, LLC1,647$505K0.05%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.1,635$502K0.28%013F-HRTimeline
LPWM LLC1,633$501K0.16%-613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,633$501K0.1%+413F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC1,630$500K0.04%-58713F-HRTimeline
Paradigm, Strategies in Wealth Manageme…1,630$500K0.34%013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,628$499K0.08%+413F-HRTimeline
Founders Financial Alliance, LLC1,628$499K0.12%-413F-HRTimeline
Soltis Investment Advisors LLC1,626$499K0.04%-613F-HRTimeline
Kelman-Lazarov, Inc.1,626$499K0.09%-3013F-HRTimeline
Bogart Wealth, LLC1,625$499K0.02%013F-HRTimeline
WealthPLAN Partners, LLC1,618$496K0.07%013F-HRTimeline
Black Diamond Financial, LLC1,618$496K0.07%013F-HRTimeline
Quadrant Private Wealth Management, LLC1,604$492K0.12%+92913F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…1,603$492K0.12%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,599$490K0.15%013F-HRTimeline
W ADVISORS, LLC1,596$490K0.31%new13F-HRTimeline
Abacus Planning Group, Inc.1,578$484K0.08%013F-HRTimeline
LongView Wealth Management1,576$483K0.14%-51613F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,575$483K0.03%-3313F-HRTimelineGroup
Blue Trust, Inc.1,568$481K0.01%+813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,562$479K0.07%-77113F-HRTimeline
Benchmark Financial Wealth Advisors, LLC1,558$478K0.18%new13F-HRTimeline
Ridgeline Wealth, LLC1,557$478K0.41%-413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…1,555$477K0.05%013F-HRTimelineGroup
Ruggaard & Associates LLC1,555$477K0.21%013F-HRTimeline
Northside Capital Management, LLC1,546$474K0.08%013F-HRTimeline
Sunbelt Securities, Inc.1,540$472K0.04%+2513F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …1,535$471K0.07%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,525$468K0.02%-2413F-HRTimeline
Prasad Wealth Partners, LLC1,525$468K0.15%+413F-HRTimeline
Madden Advisory Services, Inc.1,523$467K0.22%013F-HRTimeline
Maple Capital Management, Inc.1,518$466K0.04%013F-HRTimeline
Revolve Wealth Partners, LLC1,509$463K0.07%013F-HRTimeline
COUNTRY CLUB BANK1,513$462K0.03%-1313F-HRTimeline
Farmers National Bank1,504$461K0.13%013F-HRTimeline
Integrated Investment Consultants, LLC1,500$460K0.09%new13F-HR/ATimeline
O'Brien Wealth Partners LLC1,498$459K0.09%-7613F-HRTimeline
Sentry LLC1,496$459K0.09%+113F-HRTimeline
Black Swift Group, LLC1,494$458K0.1%new13F-HRTimeline
Western Wealth Management, LLC1,491$457K0.03%-813F-HRTimeline
Proficio Capital Partners LLC1,490$457K0.04%013F-HRTimeline
JB Capital LLC1,490$457K0.03%+23613F-HRTimeline
Plante Moran Financial Advisors, LLC1,489$457K0.04%013F-HRTimeline
FIRST MANHATTAN CO. LLC.1,484$455K<0.01%+26013F-HRTimeline
Cornerstone Wealth Management, LLC1,463$449K0.03%+1613F-HRTimeline
LGT Financial Advisors LLC1,453$446K1.36%+22713F-HRTimeline
Curated Wealth Partners LLC1,450$445K0.06%013F-HRTimeline
Factor Wealth Management LTD1,447$444K0.14%+1213F-HRTimeline
K.J. Harrison & Partners Inc1,443$443K0.09%-55013F-HRTimeline
World Investment Advisors1,429$438K0.01%+2113F-HRTimeline
Summit Asset Management, LLC1,424$437K0.08%013F-HRTimeline
FAS Wealth Partners, Inc.1,420$436K0.04%-213F-HRTimeline
Arbor Wealth Advisors LLC1,419$435K0.39%-15313F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,418$435K0.16%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,412$433K0.16%013F-HRTimeline
BSW Wealth Partners1,406$431K0.07%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,405$431K0.03%-1,45013F-HRTimeline
Interchange Capital Partners, LLC1,404$431K0.12%new13F-HRTimeline
Global Wealth Strategies & Associates1,400$429K0.13%013F-HRTimeline
TD Capital Management LLC1,385$425K0.04%-213F-HRTimeline
Pointe Capital Management LLC1,375$422K0.25%013F-HRTimeline
AssuredPartners Investment Advisors, LLC1,372$421K0.08%+3713F-HRTimeline
NESTEGG ADVISORS, INC.1,368$419K0.45%+113F-HRTimeline
Beaumont Financial Advisors, LLC1,367$419K0.03%-26013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,358$417K0.07%013F-HRTimeline
FULLCIRCLE WEALTH LLC1,375$416K0.17%+62813F-HRTimeline
Mittelman Wealth Management1,353$415K0.37%+313F-HRTimeline
Arete Wealth Advisors, LLC1,351$415K0.03%+8213F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC1,352$415K0.47%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,350$414K<0.01%+15113F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,344$413K<0.01%+62713F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC1,335$409K<0.01%-1,85413F-HRTimelineGroup
NAPATREE CAPITAL LLC1,330$408K0.23%-5813F-HRTimeline
Patton Albertson Miller Group, LLC1,307$401K0.06%013F-HR/ATimeline
CAPE COD FIVE CENTS SAVINGS BANK1,271$400K0.04%013F-HRTimeline
Capital Advisors Wealth Management, LLC1,301$399K0.07%+16313F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.1,299$398K0.2%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,264$398K0.02%013F-HRTimelineGroup
PRIVATE TRUST CO NA1,295$397K0.04%013F-HRTimeline
True Link Financial Advisors, LLC1,294$397K0.03%-1013F-HRTimeline
Clark Asset Management, LLC1,277$392K0.07%+55313F-HRTimeline
Asset Management Group, Inc.1,275$391K0.07%+413F-HRTimeline
Wellspring Financial Advisors, LLC1,269$389K0.04%+213F-HRTimeline
Astoria Strategic Wealth, Inc.1,264$388K0.11%013F-HRTimeline
UNION SAVINGS BANK1,263$387K0.19%013F-HRTimeline
Baring Financial LLC1,262$387K0.32%013F-HRTimeline
Joseph Group Capital Management1,259$386K0.15%-213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …1,265$385K0.02%-10513F-HRTimelineGroup
Etesian Wealth Advisors, Inc.1,241$381K0.16%013F-HRTimeline
Atlas Brown,Inc.1,239$380K0.13%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,238$380K0.01%+24313F-HRTimeline
Shared Vision Wealth Group LLC1,233$378K0.21%+32413F-HRTimeline
Gibbs Wealth Management1,223$375K0.09%-2413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,228$375K0.06%013F-HRTimeline
Abacus Wealth Partners, LLC1,221$375K0.06%013F-HRTimeline
Marcum Wealth, LLC1,201$368K0.03%+12313F-HRTimeline
Creegan & Nassoura Financial Group, LLC1,200$368K0.25%013F-HRTimeline
V2 Financial group LLC1,200$368K0.24%013F-HRTimeline
Reynders McVeigh Capital Management, LLC1,194$366K0.02%013F-HRTimeline
Generation Capital Management LLC1,190$365K0.33%013F-HRTimeline
Redwood Wealth Management Group, LLC1,183$363K0.18%-6013F-HRTimeline
WEDBUSH SECURITIES INC1,179$362K0.01%013F-HRTimeline
Willow Creek Wealth Management Inc.1,177$361K0.04%-4213F-HRTimeline
Gilliland Jeter Wealth Management LLC1,174$360K0.13%+7013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,172$360K0.01%+313F-HRTimeline
Rothschild Capital Partners, LLC1,168$358K0.09%+313F-HRTimeline
SkyOak Wealth, LLC1,153$354K0.08%+213F-HRTimeline
Baker Ellis Asset Management LLC1,150$353K0.05%013F-HRTimeline
Guardian Asset Advisors, LLC1,144$351K0.23%+213F-HRTimeline
Aureus Asset Management, LLC1,139$349K0.02%-43813F-HRTimeline
GWN SECURITIES INC.1,121$348K0.02%new13F-HRTimeline
LVW Advisors, LLC1,127$346K0.04%013F-HRTimeline
Venture Visionary Partners LLC1,121$344K0.01%013F-HRTimeline
NORDEN GROUP LLC1,113$341K0.04%013F-HRTimeline
Snowden Capital Advisors LLC1,112$341K0.01%-3,62913F-HRTimeline
Meridian Wealth Partners, LLC1,111$341K0.05%013F-HRTimeline
Anchor Investment Management, LLC1,110$340K0.03%-1813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,107$340K0.25%013F-HRTimeline
Chesapeake Wealth Management1,107$340K0.12%-3513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,106$339K<0.01%+8913F-HRTimelineGroup
AMI ASSET MANAGEMENT CORP1,104$339K0.02%-1,91613F-HRTimeline
Cherry Tree Wealth Management, LLC1,102$338K0.08%013F-HRTimeline
Abundance Wealth Counselors1,095$336K0.07%-1,64013F-HRTimeline
Washington Trust Bank1,095$336K0.03%+34313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PBMares Wealth Management LLC1,092$335K0.07%-10213F-HRTimeline
Drake & Associates, LLC1,083$332K0.09%013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,075$330K0.13%013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC1,070$328K0.33%+613F-HRTimeline
FORTE CAPITAL LLC /ADV1,068$328K0.04%+32713F-HRTimeline
Wernau Asset Management Inc.1,060$325K0.34%013F-HRTimeline
Silver Oak Advisory Group, Inc.1,061$325K0.17%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,008$325K0.11%013F-HRTimeline
Madison Wealth Partners, Inc1,055$324K0.08%+1313F-HRTimeline
Investmark Advisory Group LLC1,052$323K0.16%+213F-HRTimeline
EWG Elevate Inc.1,051$322K0.12%013F-HRTimeline
Missouri Trust & Investment Co1,050$322K0.11%013F-HRTimeline
Legacy Wealth Management, LLC / MS1,050$322K0.11%-18013F-HRTimeline
Keystone Wealth Services, LLC1,048$321K0.09%+213F-HRTimeline
Lee, Kelleher & Klein Wealth Management1,043$320K0.24%013F-HRTimeline
Frederick Financial Consultants, LLC1,041$319K0.23%013F-HRTimeline