IWB ISHARES TR

ETF (fund)

1,408 managers (1,423 13F filers) reported a position in IWB shares at 2025-09-30, 98,454,387 shares in all. 83 filers opened a position and 38 filers sold out during the quarter.

Managers: 1,408
13F filers: 1,423
New: 83
Added: 379
Reduced: 498
Sold out: 38
Shares held by filers: 98,454,387

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Hurlow Wealth Management Group, Inc.	2,007	$734K	0.19%	0	13F-HR Timeline
Fulton Bank, N.A.	1,995	$729K	0.03%	0	13F-HR Timeline
United Asset Strategies, Inc.	1,993	$728K	0.06%	-143	13F-HR Timeline
HOHIMER WEALTH MANAGEMENT, LLC	1,980	$724K	0.1%	-17	13F-HR Timeline
PARTHENON LLC	1,980	$724K	0.08%	0	13F-HR Timeline
RIVERBRIDGE PARTNERS LLC	1,980	$724K	0.01%	0	13F-HR Timeline
Accelerate Investment Advisors LLC	1,979	$723K	0.49%	+6	13F-HR Timeline
NORDEN GROUP LLC	1,971	$720K	0.07%	+858	13F-HR Timeline
Smith Salley Wealth Management	1,949	$712K	0.04%	0	13F-HR Timeline
USA FINANCIAL FORMULAS	1,939	$709K	0.12%	-377	13F-HR Timeline
Gilbert Capital Group, Inc.	1,937	$708K	0.55%	-25	13F-HR Timeline
NTV Asset Management LLC	1,930	$705K	0.08%	+410	13F-HR Timeline
Members Trust Co	1,930	$705K	0.02%	-100	13F-HR Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	1,917	$701K	<0.01%	+610	13F-HR Timeline Group
Mechanics Bank Trust Department	1,900	$694K	0.1%	0	13F-HR Timeline
Citizens National Bank Trust Department	1,900	$694K	0.12%	-25	13F-HR Timeline
LAFFER TENGLER INVESTMENTS, INC.	1,892	$691K	0.11%	+266	13F-HR Timeline
SMI Advisory Services, LLC	1,877	$690K	0.13%	-80	13F-HR Timeline
GOLDEN ROAD ADVISORS LLC	1,881	$687K	0.4%	0	13F-HR Timeline
Patriot Financial Group Insurance Agenc…	1,878	$686K	0.09%	+29	13F-HR Timeline
Plante Moran Financial Advisors, LLC	1,875	$685K	0.04%	0	13F-HR Timeline
Security National Bank	1,863	$681K	0.1%	-62	13F-HR Timeline
Heck Capital Advisors, LLC	1,860	$680K	0.05%	0	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	1,860	$680K	0.02%	0	13F-HR Timeline
Journey Advisory Group, LLC	1,856	$678K	0.05%	0	13F-HR Timeline
CAHABA WEALTH MANAGEMENT, INC.	1,855	$678K	0.05%	+1	13F-HR Timeline
FORTE ASSET MANAGEMENT LLC	1,855	$678K	0.33%	0	13F-HR Timeline
Clear Creek Financial Management, LLC	1,854	$678K	0.06%	+939	13F-HR Timeline
Gerber Kawasaki Wealth & Investment Man…	1,851	$677K	0.02%	+2	13F-HR Timeline
Global Wealth Management, LLC	1,852	$677K	0.36%	+5	13F-HR Timeline
PINNACLE ASSOCIATES LTD	1,847	$675K	0.01%	0	13F-HR Timeline
Cherry Creek Investment Advisors, Inc.	1,844	$674K	0.29%	+4	13F-HR Timeline
Crewe Advisors LLC	1,833	$670K	0.06%	+418	13F-HR Timeline
Delta Investment Management, LLC	1,829	$668K	0.12%	0	13F-HR Timeline
PARAGON FINANCIAL PARTNERS, INC.	1,827	$668K	0.42%	+3	13F-HR Timeline
Alta Wealth Advisors LLC	1,820	$665K	0.24%	-67	13F-HR Timeline
Alcosta Capital Management, Inc.	1,817	$664K	0.36%	0	13F-HR Timeline
Main Street Financial Solutions, LLC	1,817	$664K	0.04%	+736	13F-HR Timeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC	1,812	$662K	0.01%	-158	13F-HR Timeline Group
World Investment Advisors	1,811	$662K	0.01%	+396	13F-HR Timeline
Soltis Investment Advisors LLC	1,803	$659K	0.05%	+77	13F-HR Timeline
Diversified Portfolios, Inc.	1,801	$658K	0.06%	+7	13F-HR Timeline
LPWM LLC	1,798	$657K	0.18%	0	13F-HR Timeline
TRUE Private Wealth Advisors	1,795	$656K	0.07%	0	13F-HR Timeline
Verdence Capital Advisors LLC	1,740	$654K	0.04%	-26	13F-HR Timeline
Quadrant Private Wealth Management, LLC	1,787	$653K	0.12%	-17	13F-HR Timeline
STOCK YARDS BANK & TRUST CO	1,774	$648K	0.02%	0	13F-HR Timeline
PACK Private Wealth, LLC	1,772	$648K	0.31%	0	13F-HR Timeline
BIP Wealth, LLC	1,768	$646K	0.03%	-29	13F-HR Timeline
Aviance Capital Partners, LLC	1,766	$645K	0.08%	0	13F-HR Timeline
Cornerstone Planning Group LLC	1,730	$644K	0.1%	-145	13F-HR Timeline
AAF Wealth Management, LLC	1,762	$644K	0.29%	+3	13F-HR Timeline
Sprinkle Financial Consultants LLC	1,762	$644K	0.36%	-26	13F-HR Timeline
WNY Asset Management, LLC	1,760	$643K	0.06%	+1	13F-HR Timeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	1,754	$641K	0.03%	0	13F-HR Timeline
U.S. Capital Wealth Advisors, LLC	1,749	$639K	0.02%	-87	13F-HR Timeline
SOMERVILLE KURT F	1,744	$637K	0.11%	0	13F-HR Timeline
Almanack Investment Partners, LLC.	1,732	$633K	0.1%	0	13F-HR Timeline
PFG Investments, LLC	1,731	$633K	0.03%	-16	13F-HR Timeline
Marks Group Wealth Management, Inc	1,725	$630K	0.06%	+17	13F-HR Timeline
Operose Advisors LLC	1,724	$630K	0.16%	+1,410	13F-HR Timeline
Fermata Advisors, LLC	1,720	$629K	0.16%	-91	13F-HR Timeline
North Berkeley Wealth Management, LLC	1,719	$628K	0.5%	0	13F-HR Timeline
Obermeyer Wealth Partners	1,715	$627K	0.03%	0	13F-HR Timeline
Avant Financial Advisors LLC	1,713	$626K	0.47%	0	13F-HR Timeline
Palisade Asset Management, LLC	1,711	$625K	0.06%	0	13F-HR Timeline
Moss Adams Wealth Advisors LLC	1,711	$625K	0.05%	0	13F-HR Timeline
KilterHowling LLC	1,706	$624K	0.35%	+4	13F-HR Timeline
Madison Asset Management, LLCin group Madison Asset Management, LLC	1,701	$622K	0.01%	+150	13F-HR Timeline Group
WEST MICHIGAN ADVISORS, LLC	1,699	$621K	0.15%	+81	13F-HR Timeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…	1,690	$618K	0.1%	0	13F-HR Timeline Group
Edgestream Partners, L.P.	1,688	$617K	0.02%	-916	13F-HR Timeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…	1,681	$614K	0.1%	+2	13F-HR Timeline Group
GREENWOOD GEARHART LLC	1,673	$611K	0.04%	0	13F-HR Timeline
Notis-McConarty Edward	1,650	$603K	0.28%	-200	13F-HR Timeline
PURE PORTFOLIOS HOLDINGS LLC	1,647	$602K	0.19%	0	13F-HR Timeline
Stonebridge Financial Group, LLC	1,647	$602K	0.05%	0	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	1,646	$602K	0.07%	+95	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	1,636	$598K	0.09%	+4	13F-HR Timeline
Murphy, Middleton, Hinkle & Parker, Inc.	1,635	$598K	0.29%	0	13F-HR Timeline
Pine Haven Investment Counsel, Inc	1,630	$596K	0.43%	new	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	1,628	$595K	<0.01%	-6,156	13F-HR Timeline Group
Black Diamond Financial, LLC	1,618	$591K	0.07%	new	13F-HR Timeline
JB Capital LLC	1,617	$591K	0.03%	+117	13F-HR Timeline
1ST SOURCE BANK	1,615	$590K	0.03%	-58	13F-HR Timeline
MIDLAND WEALTH ADVISORS, LLC	1,608	$588K	0.03%	-684	13F-HR Timeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…	1,603	$586K	0.12%	0	13F-HR Timeline
SYON CAPITAL LLC	1,600	$585K	0.03%	0	13F-HR Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	1,599	$584K	0.14%	0	13F-HR Timeline
Paradigm, Strategies in Wealth Manageme…	1,598	$584K	0.37%	0	13F-HR Timeline
Carter Financial Group, INC.	1,578	$577K	0.35%	-309	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	1,570	$574K	0.04%	-60	13F-HR Timeline
Integrated Investment Consultants, LLC	1,558	$569K	0.1%	+58	13F-HR Timeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	1,555	$568K	0.05%	0	13F-HR Timeline Group
Northside Capital Management, LLC	1,546	$565K	0.05%	0	13F-HR Timeline
WealthPLAN Partners, LLC	1,542	$564K	0.08%	0	13F-HR Timeline
Holt Capital Advisors, L.L.C. dba Holt …	1,535	$561K	0.09%	0	13F-HR Timeline
Prasad Wealth Partners, LLC	1,533	$560K	0.16%	+4	13F-HR Timeline
Geneos Wealth Management Inc.	1,528	$558K	0.01%	+2	13F-HR Timeline
Ridgeline Wealth, LLC	1,515	$554K	0.41%	-1	13F-HR Timeline
Cornerstone Wealth Management, LLC	1,508	$551K	0.03%	+45	13F-HR Timeline
Proficio Capital Partners LLC	1,490	$545K	0.04%	0	13F-HR/A Timeline
O'Brien Wealth Partners LLC	1,488	$544K	0.07%	-10	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	1,479	$541K	0.03%	+1	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	1,479	$541K	0.01%	-242	13F-HR Timeline
Western Wealth Management, LLC	1,478	$540K	0.03%	-13	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	1,477	$540K	0.01%	-365	13F-HR Timeline Group
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA	1,477	$540K	0.03%	new	13F-HR Timeline Group
Beirne Wealth Consulting Services, LLC	1,469	$537K	0.13%	0	13F-HR Timeline
KCM INVESTMENT ADVISORS LLC	1,465	$535K	0.02%	+453	13F-HR Timeline
K.J. Harrison & Partners Inc	1,443	$530K	0.08%	0	13F-HR Timeline
Curated Wealth Partners LLC	1,450	$530K	0.06%	0	13F-HR Timeline
Sentry LLC	1,449	$529K	0.13%	-48	13F-HR Timeline
SeaCrest Wealth Management, LLC	1,414	$522K	0.06%	-197	13F-HR Timeline
CPR Investments Inc.	1,425	$521K	0.36%	-270	13F-HR Timeline
Summit Asset Management, LLC	1,424	$520K	0.08%	0	13F-HR Timeline
Factor Wealth Management LTD	1,423	$520K	0.13%	+4	13F-HR Timeline
Arbor Wealth Advisors LLC	1,419	$519K	0.39%	0	13F-HR Timeline
FAS Wealth Partners, Inc.	1,419	$518K	0.04%	-2	13F-HR Timeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	1,418	$518K	0.15%	0	13F-HR Timeline
LGT Financial Advisors LLC	1,410	$515K	1.11%	-5	13F-HR Timeline
BSW Wealth Partners	1,406	$514K	0.06%	0	13F-HR Timeline
FIRST MANHATTAN CO. LLC.	1,404	$513K	<0.01%	0	13F-HR Timeline
Ruggaard & Associates LLC	1,403	$513K	0.19%	-1	13F-HR Timeline
Abacus Planning Group, Inc.	1,402	$512K	0.07%	-145	13F-HR Timeline
Global Wealth Strategies & Associates	1,400	$512K	0.13%	0	13F-HR Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding	1,395	$510K		-914	Timeline CARY STREET PARTNERS FINANCIAL LLC: 1,304 (0.01%) 13F-HR CARY STREET PARTNERS INVESTMENT A…: 91 (0.01%) 13F-HR
BECKER CAPITAL MANAGEMENT INC	1,392	$509K	0.01%	new	13F-HR Timeline
Farmers National Bank	1,392	$509K	0.12%	-112	13F-HR Timeline
TD Capital Management LLC	1,387	$507K	0.05%	+1	13F-HR Timeline
Crescent Grove Advisors, LLC	1,387	$507K	0.05%	+393	13F-HR Timeline
COUNTRY CLUB BANK	1,385	$505K	0.03%	-81	13F-HR Timeline
Pointe Capital Management LLC	1,375	$503K	0.25%	0	13F-HR Timeline
Beaumont Financial Advisors, LLC	1,369	$500K	0.03%	+1	13F-HR Timeline
Flagship Private Wealth, LLC	1,367	$500K	0.2%	-287	13F-HR Timeline
CHATHAM CAPITAL GROUP, INC.	1,358	$496K	0.07%	0	13F-HR Timeline
PARTNERS WEALTH MANAGEMENT, LLC	1,352	$494K	0.49%	0	13F-HR Timeline
NESTEGG ADVISORS, INC.	1,352	$494K	0.44%	-16	13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	1,348	$493K	<0.01%	+2	13F-HR Timeline
Claro Advisors Inc.	1,346	$492K	0.07%	-104	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	1,346	$492K	0.01%	+298	13F-HR Timeline Group
AssuredPartners Investment Advisors, LLC	1,335	$488K	0.11%	-37	13F-HR Timeline
M3 Advisory Group, LLC	1,335	$488K	0.3%	+3	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	1,334	$488K	0.02%	+524	13F-HR Timeline
Coastal Bridge Advisors, LLC	1,334	$488K	0.04%	-1,031	13F-HR Timeline
Blue Trust, Inc.	1,320	$482K	0.01%	-15	13F-HR Timeline
Shared Vision Wealth Group LLC	1,307	$479K	0.2%	0	13F-HR Timeline
Patton Albertson Miller Group, LLC	1,307	$478K	0.06%	0	13F-HR Timeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…	1,305	$477K	0.16%	-9	13F-HR Timeline Group
WETZEL INVESTMENT ADVISORS, INC.	1,299	$475K	0.2%	0	13F-HR Timeline
FULLCIRCLE WEALTH LLC	1,284	$475K	0.17%	-33	13F-HR Timeline
RFG Advisory, LLC	1,291	$472K	0.01%	-11	13F-HR Timeline
Maple Capital Management, Inc.	1,289	$471K	0.03%	-229	13F-HR Timeline
Asset Management Group, Inc.	1,281	$468K	0.08%	+3	13F-HR Timeline
Brooklyn Investment Group	1,386	$468K	0.06%	0	13F-HR/A Timeline
Astoria Strategic Wealth, Inc.	1,264	$462K	0.12%	0	13F-HR Timeline
Everest Private Wealth	1,259	$460K	0.29%	0	13F-HR Timeline
Krilogy Financial LLC	1,230	$456K	0.02%	new	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	1,248	$456K	0.01%	+3	13F-HR Timeline
Abacus Wealth Partners, LLC	1,246	$455K	0.07%	+25	13F-HR Timeline
Etesian Wealth Advisors, Inc.	1,241	$454K	0.15%	0	13F-HR Timeline
Atlas Brown,Inc.	1,239	$453K	0.13%	0	13F-HR Timeline
JUNCTURE WEALTH STRATEGIES, LLC	1,234	$451K	0.15%	+321	13F-HR Timeline
Madden Advisory Services, Inc.	1,230	$450K	0.17%	-293	13F-HR Timeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.	1,221	$446K	0.02%	-18	13F-HR Timeline Group
Creegan & Nassoura Financial Group, LLC	1,200	$439K	0.28%	0	13F-HR Timeline
V2 Financial group LLC	1,200	$439K	0.24%	0	13F-HR Timeline
Joseph Group Capital Management	1,199	$438K	0.12%	-57	13F-HR Timeline
Generation Capital Management LLC	1,190	$435K	0.31%	0	13F-HR Timeline
Thrive Wealth Management, LLC	1,186	$433K	0.07%	+310	13F-HR Timeline
Rothschild Capital Partners, LLC	1,173	$429K	0.1%	+3	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	1,170	$428K	0.04%	0	13F-HR Timeline
Founders Financial Alliance, LLC	1,169	$427K	0.08%	-387	13F-HR Timeline
Interchange Capital Partners, LLC	1,166	$426K	0.08%	0	13F-HR Timeline
Gilliland Jeter Wealth Management LLC	1,165	$426K	0.13%	-5	13F-HR Timeline
Octavia Wealth Advisors, LLC	1,164	$425K	0.04%	new	13F-HR Timeline
Redwood Wealth Management Group, LLC	1,163	$425K	0.18%	-20	13F-HR Timeline
Wellspring Financial Advisors, LLC	1,159	$424K	0.04%	-113	13F-HR Timeline
Capital Advisors Wealth Management, LLC	1,154	$422K	0.06%	-160	13F-HR Timeline
SkyOak Wealth, LLC	1,152	$421K	0.08%	-1	13F-HR Timeline
Guardian Asset Advisors, LLC	1,149	$420K	0.23%	+3	13F-HR Timeline
Red Door Wealth Management, LLC	1,147	$419K	0.04%	-2,563	13F-HR Timeline
LONDON CO OF VIRGINIA	1,140	$417K	<0.01%	-9,122	13F-HR Timeline
Willow Creek Wealth Management Inc.	1,135	$415K	0.03%	-42	13F-HR Timeline
Clark Asset Management, LLC	1,135	$415K	0.05%	-112	13F-HR Timeline
LVW Advisors, LLC	1,127	$412K	0.04%	0	13F-HR Timeline
Venture Visionary Partners LLC	1,121	$410K	0.01%	0	13F-HR Timeline
Meridian Wealth Partners, LLC	1,111	$406K	0.06%	0	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	1,107	$405K	0.24%	0	13F-HR Timeline
Anchor Investment Management, LLC	1,103	$403K	0.03%	+2	13F-HR Timeline
LongView Wealth Management	1,103	$403K	0.11%	-150	13F-HR Timeline
Cherry Tree Wealth Management, LLC	1,102	$403K	0.09%	0	13F-HR Timeline
Chesapeake Wealth Management	1,101	$402K	0.12%	-6	13F-HR Timeline
Baker Ellis Asset Management LLC	1,100	$402K	0.05%	-50	13F-HR Timeline
Drake & Associates, LLC	1,079	$400K	0.08%	-4	13F-HR Timeline
CAPE COD FIVE CENTS SAVINGS BANK	1,271	$400K	0.04%	0	13F-HR Timeline
PBMares Wealth Management LLC	1,092	$399K	0.06%	0	13F-HR Timeline
WEDBUSH SECURITIES INC	1,087	$397K	0.01%	-316	13F-HR Timeline
Washington Trust Bank	1,082	$395K	0.03%	-13	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Baring Financial LLC	1,081	$395K	0.27%	-181	13F-HR Timeline