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Disclosery

IWB ISHARES TR

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ETF (fund)

1,381 managers (1,396 13F filers) reported a position in IWB shares at 2025-06-30, 97,276,497 shares in all. 110 filers opened a position and 54 filers sold out during the quarter.

Managers
1,381
13F filers
1,396
New
110
Added
425
Reduced
442
Sold out
54
Shares held by filers
97,276,497

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FORM Wealth Advisors, LLC2,026$688K0.08%+30913F-HRTimeline
Bogart Wealth, LLC2,018$685K0.03%+39313F-HRTimeline
AMERIFLEX GROUP, INC.2,032$683K0.36%-7413F-HRTimeline
Hurlow Wealth Management Group, Inc.2,007$682K0.19%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC1,997$678K0.12%013F-HRTimeline
Fulton Bank, N.A.1,995$677K0.03%-4913F-HRTimeline
PARTHENON LLC1,980$672K0.08%013F-HRTimeline
RIVERBRIDGE PARTNERS LLC1,980$672K0.01%013F-HRTimeline
SMI Advisory Services, LLC1,957$671K0.13%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,975$671K0.17%13F-HRTimeline
Accelerate Investment Advisors LLC1,973$670K0.5%+19913F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC1,970$669K0.01%-2,58613F-HRTimelineGroup
SAGE PRIVATE WEALTH GROUP, LLC1,969$669K0.43%+32113F-HRTimeline
Gilbert Capital Group, Inc.1,962$666K0.55%13F-HRTimeline
Sowell Financial Services LLC1,949$662K0.03%013F-HRTimeline
Smith Salley Wealth Management1,949$662K0.04%013F-HRTimeline
Security National Bank1,925$654K0.11%013F-HRTimeline
Citizens National Bank Trust Department1,925$654K0.13%-7513F-HRTimeline
Cornerstone Planning Group LLC1,875$647K0.13%-29113F-HRTimeline
Mechanics Bank Trust Department1,900$645K0.09%013F-HRTimeline
Carter Financial Group, INC.1,887$641K0.42%13F-HRTimeline
Alta Wealth Advisors LLC1,887$641K0.3%+1,13513F-HRTimeline
Scharf Investments, LLC1,886$641K0.02%+12913F-HRTimeline
GOLDEN ROAD ADVISORS LLC1,881$639K0.42%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,875$637K0.04%+38613F-HRTimeline
Global Wealth Management, LLC1,847$634K0.35%+513F-HRTimeline
LCNB CORP1,865$633K0.22%013F-HRTimeline
Composition Wealth, LLC1,861$632K0.01%+1,19013F-HRTimeline
Heck Capital Advisors, LLC1,860$632K0.05%new13F-HRTimeline
Nicholas Hoffman & Company, LLC.1,860$632K0.02%-1813F-HRTimeline
Journey Advisory Group, LLC1,856$630K0.05%013F-HRTimeline
FORTE ASSET MANAGEMENT LLC1,855$630K0.32%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,854$629K0.05%+213F-HRTimeline
Notis-McConarty Edward1,850$628K0.31%-25013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,849$628K0.02%+32413F-HRTimeline
Houlihan Financial Resource Group, Ltd.1,850$628K0.26%013F-HRTimeline
Patriot Financial Group Insurance Agenc…1,849$628K0.07%+17413F-HRTimeline
PINNACLE ASSOCIATES LTD1,847$627K0.01%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,842$625K0.01%+18913F-HRTimelineGroup
Cherry Creek Investment Advisors, Inc.1,840$625K0.29%+413F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,836$623K0.02%-6313F-HRTimeline
Moser Wealth Advisors, LLC1,829$621K0.3%013F-HRTimeline
Delta Investment Management, LLC1,829$621K0.12%013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.1,824$619K0.42%+313F-HRTimeline
Americana Partners, LLC1,823$619K0.02%013F-HRTimeline
Alcosta Capital Management, Inc.1,817$617K0.34%-3513F-HRTimeline
Fermata Advisors, LLC1,811$615K0.16%013F-HRTimeline
Arax Advisory Partners110$615K0.03%013F-HRTimeline
Quadrant Private Wealth Management, LLC1,804$613K0.13%+20013F-HRTimeline
Heritage Financial Services, LLC1,799$611K0.06%+8313F-HRTimeline
LPWM LLC1,798$611K0.18%+16513F-HRTimeline
BIP Wealth, LLC1,797$610K0.04%-2813F-HRTimeline
TRUE Private Wealth Advisors1,795$610K0.07%-29813F-HRTimeline
Diversified Portfolios, Inc.1,794$609K0.06%013F-HRTimeline
Sprinkle Financial Consultants LLC1,788$607K0.37%-5313F-HRTimeline
Annex Advisory Services, LLC1,782$605K0.01%-3,01613F-HRTimeline
STOCK YARDS BANK & TRUST CO1,774$602K0.02%-9613F-HRTimeline
PACK Private Wealth, LLC1,772$602K0.32%013F-HRTimeline
Verdence Capital Advisors LLC1,766$600K0.04%-9213F-HRTimeline
Aviance Capital Partners, LLC1,766$600K0.08%013F-HRTimeline
WNY Asset Management, LLC1,759$597K0.07%-3313F-HRTimeline
AAF Wealth Management, LLC1,759$597K0.27%+313F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC1,754$596K0.03%-22513F-HRTimeline
PFG Investments, LLC1,747$593K0.03%-1413F-HRTimeline
SOMERVILLE KURT F1,744$592K0.1%013F-HRTimeline
Almanack Investment Partners, LLC.1,732$588K0.09%013F-HRTimeline
Soltis Investment Advisors LLC1,726$586K0.05%+10013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,721$584K0.01%+48313F-HRTimeline
North Berkeley Wealth Management, LLC1,719$584K0.54%+6113F-HRTimeline
Obermeyer Wealth Partners1,715$582K0.03%-9513F-HRTimeline
Avant Financial Advisors LLC1,713$582K0.48%013F-HRTimeline
Palisade Asset Management, LLC1,711$581K0.06%+5113F-HRTimeline
Moss Adams Wealth Advisors LLC1,711$581K0.05%013F-HRTimeline
Marks Group Wealth Management, Inc1,708$580K0.05%013F-HRTimeline
Ted Buchan & Co1,705$579K0.23%new13F-HRTimeline
KilterHowling LLC1,702$578K0.34%+513F-HRTimeline
CPR Investments Inc.1,695$576K0.45%new13F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…1,690$574K0.1%013F-HR/ATimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,679$570K0.11%+4613F-HRTimelineGroup
1ST SOURCE BANK1,673$568K0.03%-1213F-HRTimeline
GREENWOOD GEARHART LLC1,673$568K0.04%013F-HRTimeline
Nemes Rush Group LLC1,658$563K0.06%-12,87413F-HRTimeline
Flagship Private Wealth, LLC1,654$562K0.24%+213F-HR/ATimeline
Stonebridge Financial Group, LLC1,647$559K0.05%013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,647$559K0.19%-513F-HRTimeline
Kelman-Lazarov, Inc.1,646$559K0.09%+2013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,632$554K0.09%+413F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,630$553K0.04%013F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.1,626$552K0.1%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,618$549K0.15%-39813F-HRTimeline
SeaCrest Wealth Management, LLC1,611$547K0.06%-7213F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…1,603$544K0.12%013F-HRTimeline
SYON CAPITAL LLC1,600$543K0.04%new13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,599$543K0.15%013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…1,598$543K0.36%-3213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC1,559$529K0.24%new13F-HRTimeline
Founders Financial Alliance, LLC1,556$528K0.12%-7213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…1,555$528K0.05%013F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC1,551$527K0.01%+21613F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,551$527K0.07%-1113F-HRTimeline
Abacus Planning Group, Inc.1,547$525K0.08%-3113F-HR/ATimeline
Northside Capital Management, LLC1,546$525K0.04%013F-HRTimeline
WealthPLAN Partners, LLC1,542$524K0.08%-7613F-HRTimeline
Ausdal Financial Partners, Inc.1,538$522K0.03%+72113F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …1,535$521K0.09%013F-HRTimeline
Columbia Bank1,525$520K0.16%+52813F-HRTimeline
Prasad Wealth Partners, LLC1,529$519K0.15%+413F-HRTimeline
Geneos Wealth Management Inc.1,526$518K0.01%-1,76013F-HRTimeline
Madden Advisory Services, Inc.1,523$517K0.22%013F-HRTimeline
NTV Asset Management LLC1,520$516K0.06%+62513F-HRTimeline
Maple Capital Management, Inc.1,518$515K0.04%013F-HRTimeline
Ridgeline Wealth, LLC1,516$515K0.42%-4113F-HRTimeline
SYNOVUS FINANCIAL CORP1,510$513K0.01%-30313F-HRTimeline
Farmers National Bank1,504$511K0.13%013F-HRTimeline
JB Capital LLC1,500$509K0.02%+1013F-HRTimeline
Integrated Investment Consultants, LLC1,500$509K0.1%013F-HRTimeline
O'Brien Wealth Partners LLC1,498$509K0.08%013F-HRTimeline
Sentry LLC1,497$508K0.1%+113F-HRTimeline
Western Wealth Management, LLC1,491$506K0.03%013F-HRTimeline
Proficio Capital Partners LLC1,490$506K0.03%013F-HRTimeline
SAX WEALTH ADVISORS, LLC1,478$502K0.03%new13F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.1,635$502K0.28%013F-HRTimeline
Beirne Wealth Consulting Services, LLC1,469$499K0.16%+43513F-HRTimeline
Cornerstone Wealth Management, LLC1,463$497K0.03%013F-HRTimeline
COUNTRY CLUB BANK1,466$495K0.03%-4713F-HRTimeline
Claro Advisors Inc.1,450$492K0.08%-20213F-HRTimeline
Curated Wealth Partners LLC1,450$492K0.06%013F-HRTimeline
K.J. Harrison & Partners Inc1,443$490K0.08%013F-HRTimeline
Sunbelt Securities, Inc.1,515$488K0.04%-2513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,428$485K0.01%+43513F-HRTimelineGroup
Summit Asset Management, LLC1,424$484K0.08%013F-HRTimeline
FAS Wealth Partners, Inc.1,421$483K0.04%+113F-HRTimeline
Factor Wealth Management LTD1,419$482K0.13%-2813F-HRTimeline
Arbor Wealth Advisors LLC1,419$482K0.39%013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,418$482K0.15%013F-HRTimeline
LGT Financial Advisors LLC1,415$481K1.22%-3813F-HRTimeline
World Investment Advisors1,415$480K0.01%-1413F-HRTimeline
Crewe Advisors LLC1,415$480K0.07%+54913F-HRTimeline
BSW Wealth Partners1,406$477K0.07%013F-HRTimeline
FIRST MANHATTAN CO. LLC.1,404$477K<0.01%-8013F-HRTimeline
Ruggaard & Associates LLC1,404$477K0.19%-15113F-HRTimeline
WEDBUSH SECURITIES INC1,403$476K0.02%+22413F-HRTimeline
Global Wealth Strategies & Associates1,400$475K0.14%013F-HRTimeline
Larson Financial Group LLC1,390$472K0.02%-26113F-HRTimeline
Brooklyn Investment Group1,386$471K0.06%+1,27713F-HR/ATimeline
Quantbot Technologies LP1,386$471K0.01%new13F-HRTimeline
TD Capital Management LLC1,386$471K0.04%+113F-HRTimeline
Pointe Capital Management LLC1,375$467K0.24%013F-HRTimeline
AssuredPartners Investment Advisors, LLC1,372$466K0.11%013F-HRTimeline
Beaumont Financial Advisors, LLC1,368$464K0.03%+113F-HRTimeline
NESTEGG ADVISORS, INC.1,368$464K0.45%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,358$461K0.07%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,346$457K<0.01%-413F-HRTimeline
FULLCIRCLE WEALTH LLC1,317$457K0.17%-5813F-HRTimeline
Shared Vision Wealth Group LLC1,307$454K0.23%+7413F-HRTimeline
Blue Trust, Inc.1,335$453K0.01%-23313F-HRTimeline
M3 Advisory Group, LLC1,332$452K0.31%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…1,314$446K0.17%-66413F-HRTimelineGroup
Capital Advisors Wealth Management, LLC1,314$446K0.07%+1313F-HRTimeline
Patton Albertson Miller Group, LLC1,307$444K0.06%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,307$444K<0.01%+31913F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC1,306$443K0.08%+53113F-HRTimeline
Cardinal Point Capital Management ULC1,304$443K0.04%+32513F-HRTimeline
RFG Advisory, LLC1,302$442K0.01%-1,24613F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.1,299$441K0.2%013F-HRTimeline
PRIVATE TRUST CO NA1,295$440K0.04%013F-HRTimeline
UNION SAVINGS BANK1,263$439K0.2%013F-HRTimeline
Asset Management Group, Inc.1,278$434K0.08%+313F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,412$433K0.15%013F-HRTimeline
Wellspring Financial Advisors, LLC1,272$432K0.04%+313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,268$431K0.02%new13F-HRTimelineGroup
Astoria Strategic Wealth, Inc.1,264$429K0.12%013F-HRTimeline
Baring Financial LLC1,262$429K0.32%013F-HRTimeline
Everest Private Wealth1,259$428K0.31%new13F-HRTimeline
Joseph Group Capital Management1,256$426K0.14%-313F-HR/ATimeline
LongView Wealth Management1,253$426K0.13%-32313F-HRTimeline
Clark Asset Management, LLC1,247$423K0.06%-3013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,245$423K0.01%+7313F-HRTimeline
Etesian Wealth Advisors, Inc.1,241$421K0.16%013F-HRTimeline
Atlas Brown,Inc.1,239$421K0.14%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,239$421K0.02%-33613F-HRTimelineGroup
Revolve Wealth Partners, LLC1,229$417K0.05%-28013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC1,352$416K0.47%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,224$416K0.06%-413F-HRTimeline
Abacus Wealth Partners, LLC1,221$415K0.06%013F-HRTimeline
Creegan & Nassoura Financial Group, LLC1,200$407K0.27%013F-HRTimeline
V2 Financial group LLC1,200$407K0.25%013F-HRTimeline
Generation Capital Management LLC1,190$404K0.32%013F-HRTimeline
WestEnd Advisors, LLC1,184$402K0.01%+19613F-HRTimeline
Redwood Wealth Management Group, LLC1,183$402K0.18%013F-HRTimeline
Willow Creek Wealth Management Inc.1,177$400K0.04%013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK1,271$400K0.04%013F-HRTimeline
Rothschild Capital Partners, LLC1,170$397K0.1%+213F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,170$397K0.05%new13F-HRTimeline
Gilliland Jeter Wealth Management LLC1,170$397K0.13%-413F-HRTimeline
Interchange Capital Partners, LLC1,166$396K0.09%-23813F-HR/ATimeline
SkyOak Wealth, LLC1,153$392K0.08%013F-HRTimeline
Baker Ellis Asset Management LLC1,150$391K0.05%013F-HRTimeline
Guardian Asset Advisors, LLC1,146$389K0.22%+213F-HRTimeline
LVW Advisors, LLC1,127$383K0.04%013F-HRTimeline