IWB ISHARES TR

ETF (fund)

1,484 managers (1,501 13F filers) reported a position in IWB shares at 2025-12-31, 101,085,544 shares in all. 75 filers opened a position and 57 filers sold out during the quarter.

Managers: 1,484
13F filers: 1,501
New: 75
Added: 411
Reduced: 499
Sold out: 57
Shares held by filers: 101,085,544

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Vontobel Holding Ltd.in group Vontobel Holding Ltd.	2,300	$859K	<0.01%	0	13F-HR Timeline Group
LWM Advisory Services, LLC	2,294	$857K	0.5%	+75	13F-HR Timeline
SIGNATUREFD, LLC	2,293	$856K	0.01%	-10	13F-HR Timeline
Old North State Wealth Management, LLC	2,275	$850K	0.4%	+6	13F-HR Timeline
Verum Partners LLC	2,273	$849K	0.17%	-7	13F-HR Timeline
HM PAYSON & CO	2,272	$848K	0.01%	0	13F-HR Timeline
Next Level Private LLC	2,261	$844K	0.22%	+4	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	2,245	$838K	0.06%	+44	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	2,240	$837K	0.02%	0	13F-HR Timeline
PACES FERRY WEALTH ADVISORS, LLC	2,231	$833K	0.34%	-90	13F-HR Timeline
UNIQUE WEALTH, LLC	2,230	$833K	0.12%	-105	13F-HR Timeline
Harbor Group, Inc.	2,218	$828K	0.12%	-14	13F-HR Timeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC	2,215	$827K	0.01%	-308	13F-HR Timeline Group
CENTAURUS FINANCIAL, INC.	2,210	$825K	0.04%	+30	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	2,208	$825K	0.03%	0	13F-HR Timeline
Kohmann Bosshard Financial Services, LLC	2,205	$823K	0.07%	0	13F-HR Timeline
Madison Asset Management, LLCin group Madison Asset Management, LLC	2,205	$823K	0.01%	+504	13F-HR Timeline Group
NWAM LLC	2,196	$823K	0.05%	+1,403	13F-HR Timeline
Synergy Investment Management, LLC	2,194	$819K	0.29%	0	13F-HR Timeline
SAGE PRIVATE WEALTH GROUP, LLC	2,173	$811K	0.44%	-112	13F-HR Timeline
Manhattan West Asset Management, LLC	2,172	$811K	0.17%	-121	13F-HR Timeline
PLANWISER FINANCIAL, LLC	2,153	$810K	0.61%	+16	13F-HR/A Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	2,167	$809K	0.11%	0	13F-HR Timeline
StoneX Group Inc.in group StoneX Group Inc.	2,157	$808K	0.04%	+4	13F-HR Timeline Group
TritonPoint Partners, LLCgroup of 2 filers holding	2,162	$808K		-905	Timeline TritonPoint Partners, LLC: 1,609 (0.32%) 13F-HR TRITONPOINT WEALTH, LLC: 553 (0.02%) 13F-HR
COURIER CAPITAL LLC	2,153	$804K	0.05%	-291	13F-HR Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding	2,143	$800K		+748	Timeline CARY STREET PARTNERS FINANCIAL LLC: 1,764 (0.02%) 13F-HR CARY STREET PARTNERS INVESTMENT A…: 379 (0.04%) 13F-HR
IFS Advisors, LLC	2,141	$800K	0.42%	0	13F-HR Timeline
HEADINVEST, LLC	2,130	$795K	0.16%	-210	13F-HR Timeline
Portland Global Advisors LLC	2,117	$791K	0.08%	0	13F-HR Timeline
SOA Wealth Advisors, LLC.	2,112	$789K	0.13%	-12	13F-HR Timeline
STALEY CAPITAL ADVISERS INC	2,100	$784K	0.03%	0	13F-HR Timeline
Towneley Capital Management, Inc / DE	2,096	$783K	0.17%	new	13F-HR Timeline
WealthPlan Investment Management, LLC	2,088	$780K	0.05%	-37	13F-HR Timeline
Buttonwood Financial Advisors Inc.	2,083	$778K	0.26%	-20	13F-HR Timeline
Blankinship & Foster, LLC	2,083	$778K	0.17%	-27	13F-HR Timeline
Arax Advisory Partners	2,076	$775K	0.02%	new	13F-HR Timeline
Northside Capital Management, LLC	2,068	$772K	0.07%	+522	13F-HR Timeline
Quantum Portfolio Management LLC	2,068	$772K	0.34%	-3,412	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	2,066	$772K	0.2%	+1,606	13F-HR Timeline Group
HOHIMER WEALTH MANAGEMENT, LLC	2,058	$768K	0.1%	+78	13F-HR Timeline
CIBC WORLD MARKET INC.	2,041	$762K	<0.01%	-15	13F-HR Timeline
Acorn Wealth Advisors, LLC	2,038	$761K	0.23%	0	13F-HR Timeline
Quadrant Private Wealth Management, LLC	2,036	$760K	0.12%	+249	13F-HR Timeline
Bogart Wealth, LLC	2,019	$754K	0.03%	0	13F-HR Timeline
Hurlow Wealth Management Group, Inc.	2,007	$749K	0.18%	0	13F-HR Timeline
Perennial Investment Advisors, LLC	1,997	$746K	0.06%	-39	13F-HR Timeline
Accelerate Investment Advisors LLC	1,991	$743K	0.5%	+12	13F-HR Timeline
Douglass Winthrop Advisors, LLC	1,990	$743K	0.01%	-50	13F-HR Timeline
PARTHENON LLC	1,980	$739K	0.08%	0	13F-HR Timeline
RIVERBRIDGE PARTNERS LLC	1,980	$739K	0.01%	0	13F-HR Timeline
Heritage Financial Services, LLC	1,974	$737K	0.06%	-172	13F-HR Timeline
NORDEN GROUP LLC	1,972	$736K	0.07%	+1	13F-HR Timeline
CENTRAL TRUST Co	1,961	$732K	0.01%	-495	13F-HR Timeline
Wealth Enhancement Trust Services, Inc.	1,953	$729K	0.09%		13F-HR Timeline
Smith Salley Wealth Management	1,949	$728K	0.04%	0	13F-HR Timeline
EASTERN BANK	1,927	$720K	0.01%	-182	13F-HR Timeline
BIP Wealth, LLC	1,925	$719K	0.03%	+157	13F-HR Timeline
United Asset Strategies, Inc.	1,919	$717K	0.06%	-74	13F-HR Timeline
Clear Creek Financial Management, LLC	1,919	$717K	0.06%	+65	13F-HR Timeline
NTV Asset Management LLC	1,911	$714K	0.08%	-19	13F-HR Timeline
SIMA Wealth Partners, LLC	1,911	$714K	0.54%	-171	13F-HR Timeline
Members Trust Co	1,905	$711K	0.02%	-25	13F-HR Timeline
Gerber Kawasaki Wealth & Investment Man…	1,903	$711K	0.02%	+52	13F-HR Timeline
Mechanics Bank Trust Department	1,900	$710K	0.09%	0	13F-HR Timeline
Citizens National Bank Trust Department	1,900	$710K	0.12%	0	13F-HR Timeline
LAFFER TENGLER INVESTMENTS, INC.	1,892	$707K	0.11%	0	13F-HR Timeline
ALONGSIDE, LLC	1,888	$705K	0.23%		13F-HR Timeline
Plante Moran Financial Advisors, LLC	1,875	$700K	0.04%	0	13F-HR Timeline
Heck Capital Advisors, LLC	1,860	$695K	0.05%	0	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	1,860	$695K	0.02%	0	13F-HR Timeline
Global Wealth Management, LLC	1,857	$694K	0.37%	+5	13F-HR Timeline
FORTE ASSET MANAGEMENT LLC	1,855	$693K	0.31%	0	13F-HR Timeline
Houlihan Financial Resource Group, Ltd.	1,850	$691K	0.26%	new	13F-HR Timeline
Cherry Creek Investment Advisors, Inc.	1,848	$690K	0.3%	+4	13F-HR Timeline
Omnia Family Wealth, LLC	1,848	$690K	0.2%	new	13F-HR Timeline
FORM Wealth Advisors, LLC	1,840	$687K	0.08%		13F-HR Timeline
SAX WEALTH ADVISORS, LLC	1,836	$686K	0.03%	+357	13F-HR Timeline
Journey Advisory Group, LLC	1,836	$686K	0.06%	-20	13F-HR Timeline
Strategic Wealth Advisors LLC	1,835	$685K	0.59%		13F-HR Timeline
Crewe Advisors LLC	1,833	$685K	0.06%	0	13F-HR Timeline
JB Capital LLC	1,831	$684K	0.03%	+214	13F-HR Timeline
PARAGON FINANCIAL PARTNERS, INC.	1,831	$684K	0.42%	+4	13F-HR Timeline
Delta Investment Management, LLC	1,829	$683K	0.12%	0	13F-HR Timeline
Alta Wealth Advisors LLC	1,824	$681K	0.23%	+4	13F-HR Timeline
USA FINANCIAL FORMULAS	1,821	$680K	0.12%	-118	13F-HR Timeline
Fayez Sarofim & Coin group Fayez Sarofim & Co	1,820	$680K	<0.01%	+1,252	13F-HR Timeline Group
Alcosta Capital Management, Inc.	1,808	$675K	0.42%	-9	13F-HR Timeline
Diversified Portfolios, Inc.	1,801	$672K	0.06%	0	13F-HR Timeline
LPWM LLC	1,798	$671K	0.17%	0	13F-HR Timeline
STOCK YARDS BANK & TRUST CO	1,774	$662K	0.02%	0	13F-HR Timeline
Park Place Capital Corp	1,773	$662K	0.14%	new	13F-HR Timeline
PACK Private Wealth, LLC	1,772	$662K	0.3%	0	13F-HR Timeline
Cornerstone Planning Group LLC	1,734	$660K	0.1%	+4	13F-HR Timeline
PFG Investments, LLC	1,768	$660K	0.03%	+37	13F-HR Timeline
Sprinkle Financial Consultants LLC	1,766	$660K	0.34%	+4	13F-HR Timeline
Aviance Capital Partners, LLC	1,766	$659K	0.08%	0	13F-HR Timeline
AMI ASSET MANAGEMENT CORP	1,760	$657K	0.04%	new	13F-HR Timeline
Soltis Investment Advisors LLC	1,757	$656K	0.04%	-46	13F-HR/A Timeline
Gilbert Capital Group, Inc.	1,755	$655K	0.49%	-182	13F-HR Timeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	1,754	$655K	0.03%	0	13F-HR Timeline
SOMERVILLE KURT F	1,744	$651K	0.11%	0	13F-HR Timeline
Verdence Capital Advisors LLC	1,741	$650K	0.04%	+1	13F-HR Timeline
Almanack Investment Partners, LLC.	1,732	$647K	0.11%	0	13F-HR Timeline
Western Wealth Management, LLC	1,727	$645K	0.03%	+249	13F-HR Timeline
CAHABA WEALTH MANAGEMENT, INC.	1,721	$643K	0.04%	-134	13F-HR Timeline
Fermata Advisors, LLC	1,718	$642K	0.15%	-2	13F-HR Timeline
Security National Bank	1,716	$641K	0.09%	-147	13F-HR Timeline
Obermeyer Wealth Partners	1,715	$640K	0.03%	0	13F-HR Timeline
WEST MICHIGAN ADVISORS, LLC	1,714	$640K	0.15%	+15	13F-HR Timeline
Avant Financial Advisors LLC	1,713	$640K	0.46%	0	13F-HR Timeline
KilterHowling LLC	1,711	$639K	0.32%	+5	13F-HR Timeline
Palisade Asset Management, LLC	1,711	$639K	0.06%	0	13F-HR Timeline
Moss Adams Wealth Advisors LLC	1,711	$639K	0.05%	0	13F-HR Timeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…	1,690	$631K	0.09%	0	13F-HR Timeline Group
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…	1,685	$629K	0.1%	+4	13F-HR Timeline Group
AAF Wealth Management, LLC	1,684	$629K	0.27%	-78	13F-HR Timeline
North Berkeley Wealth Management, LLC	1,682	$628K	0.37%	-37	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	1,670	$624K	0.04%	+100	13F-HR Timeline
Index Technologies Group LLC	1,668	$623K	0.65%		13F-HR Timeline
U.S. Capital Wealth Advisors, LLC	1,659	$620K	0.02%	-90	13F-HR Timeline
TRUE Private Wealth Advisors	1,656	$618K	0.06%	-139	13F-HR Timeline
Patriot Financial Group Insurance Agenc…	1,652	$617K	0.07%	-226	13F-HR Timeline
Stonebridge Financial Group, LLC	1,647	$615K	0.05%	0	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	1,646	$615K	0.06%	0	13F-HR Timeline
MLG Wealth Management DBA Pine Grove Fi…	1,644	$614K	0.07%		13F-HR Timeline
Yanni & Associates Investment Advisors,…	1,643	$614K	0.61%		13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	1,641	$613K	0.09%	+5	13F-HR Timeline
PURE PORTFOLIOS HOLDINGS LLC	1,632	$610K	0.18%	-15	13F-HR Timeline
VAN DEN BERG MANAGEMENT I, INC	1,622	$606K	0.14%	new	13F-HR Timeline
Heritage Family Offices, LLP	1,621	$605K	0.28%	new	13F-HR Timeline
Pine Haven Investment Counsel, Inc	1,620	$605K	0.43%	-10	13F-HR Timeline
Black Diamond Financial, LLC	1,618	$604K	0.06%	0	13F-HR Timeline
MIDLAND WEALTH ADVISORS, LLC	1,608	$600K	0.03%	0	13F-HR Timeline
Notis-McConarty Edward	1,600	$598K	0.28%	-50	13F-HR Timeline
SYON CAPITAL LLC	1,600	$598K	0.03%	0	13F-HR Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	1,599	$597K	0.14%	0	13F-HR Timeline
Integrated Investment Consultants, LLC	1,598	$597K	0.12%	+40	13F-HR/A Timeline
Paradigm, Strategies in Wealth Manageme…	1,598	$597K	0.39%	0	13F-HR Timeline
SMI Advisory Services, LLC	1,559	$594K	0.1%	-318	13F-HR Timeline
Carter Financial Group, INC.	1,583	$591K	0.35%	+5	13F-HR Timeline
Asset Advisory Group, Inc.	1,581	$591K	0.3%		13F-HR Timeline
Uniting Wealth Partners, LLC	1,574	$588K	0.18%	-1,949	13F-HR Timeline
Powerhouse Assets LLC	1,572	$587K	0.52%		13F-HR Timeline
GOLDEN ROAD ADVISORS LLC	1,571	$587K	0.33%	-310	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	1,566	$585K	0.01%	+89	13F-HR Timeline Group
Cornerstone Wealth Management, LLC	1,557	$582K	0.03%	+49	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	1,556	$581K	0.01%	+77	13F-HR Timeline
WealthPLAN Partners, LLC	1,542	$576K	0.09%	0	13F-HR Timeline
Holt Capital Advisors, L.L.C. dba Holt …	1,535	$573K	0.08%	0	13F-HR Timeline
GREENWOOD GEARHART LLC	1,530	$571K	0.03%	-143	13F-HR Timeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	1,525	$569K	0.05%	-30	13F-HR Timeline Group
RFG Advisory, LLC	1,514	$565K	0.01%	+223	13F-HR Timeline
FOUNDERS FINANCIAL SECURITIES LLC	1,510	$564K	0.03%	new	13F-HR Timeline
McAdam, LLC	1,505	$562K	0.03%	+563	13F-HR Timeline
Geneos Wealth Management Inc.	1,493	$557K	0.01%	-35	13F-HR Timeline
Proficio Capital Partners LLC	1,490	$556K	0.04%	0	13F-HR Timeline
O'Brien Wealth Partners LLC	1,488	$556K	0.07%	0	13F-HR Timeline
LAWOOD & CO	1,471	$549K	0.52%		13F-HR Timeline
Cogent Private Wealth, Inc.	1,458	$544K	0.41%		13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	1,450	$541K	<0.01%	+102	13F-HR Timeline
Crescent Grove Advisors, LLC	1,450	$541K	0.05%	+63	13F-HR Timeline
Curated Wealth Partners LLC	1,450	$541K	0.06%	0	13F-HR Timeline
Sentry LLC	1,450	$541K	0.15%	+1	13F-HR Timeline
Claro Advisors Inc.	1,449	$541K	0.07%	+103	13F-HR Timeline
SIMON QUICK ADVISORS, LLC	1,445	$539K	0.02%	-1,463	13F-HR Timeline
MA Private Wealth	1,444	$539K	0.09%	-1,334	13F-HR Timeline
K.J. Harrison & Partners Inc	1,443	$539K	0.07%	0	13F-HR Timeline
SeaCrest Wealth Management, LLC	1,417	$536K	0.05%	+3	13F-HR Timeline
PINNACLE ASSOCIATES LTD	1,432	$535K	0.01%	-415	13F-HR Timeline
FAS Wealth Partners, Inc.	1,427	$533K	0.03%	+8	13F-HR Timeline
Summit Asset Management, LLC	1,424	$532K	0.08%	0	13F-HR Timeline
Prasad Wealth Partners, LLC	1,424	$532K	0.14%	-109	13F-HR Timeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	1,418	$530K	0.14%	0	13F-HR Timeline
BSW Wealth Partners	1,406	$525K	0.06%	0	13F-HR Timeline
Ruggaard & Associates LLC	1,403	$524K	0.21%	0	13F-HR Timeline
Flagship Private Wealth, LLC	1,396	$521K	0.2%	+29	13F-HR Timeline
BECKER CAPITAL MANAGEMENT INC	1,392	$520K	0.01%	0	13F-HR Timeline
Farmers National Bank	1,392	$520K	0.12%	0	13F-HR Timeline
Adelphi Trust Co	1,392	$520K	0.42%		13F-HR Timeline
TD Capital Management LLC	1,369	$511K	0.05%	-18	13F-HR Timeline
CHATHAM CAPITAL GROUP, INC.	1,358	$507K	0.07%	0	13F-HR Timeline
PARTNERS WEALTH MANAGEMENT, LLC	1,352	$505K	0.53%	0	13F-HR Timeline
NESTEGG ADVISORS, INC.	1,352	$505K	0.43%	0	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	1,346	$503K	0.01%	0	13F-HR Timeline Group
Shared Vision Wealth Group LLC	1,319	$501K	0.2%	+12	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	1,340	$500K	0.07%	+5	13F-HR Timeline
M3 Advisory Group, LLC	1,338	$500K	0.3%	+3	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	1,334	$498K	0.02%	0	13F-HR Timeline
Beirne Wealth Consulting Services, LLC	1,331	$497K	0.14%	-138	13F-HR Timeline
Beaumont Financial Advisors, LLC	1,332	$497K	0.03%	-37	13F-HR Timeline
Pointe Capital Management LLC	1,329	$496K	0.25%	-46	13F-HR Timeline
Arbor Wealth Advisors LLC	1,322	$494K	0.35%	-97	13F-HR Timeline
Factor Wealth Management LTD	1,306	$488K	0.11%	-117	13F-HR Timeline
Global Wealth Strategies & Associates	1,300	$485K	0.12%	-100	13F-HR Timeline
WETZEL INVESTMENT ADVISORS, INC.	1,299	$485K	0.2%	0	13F-HR Timeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…	1,290	$482K	0.04%	+447	13F-HR Timeline Group
Asset Management Group, Inc.	1,285	$480K	0.08%	+4	13F-HR Timeline
CPR Investments Inc.	1,284	$480K	0.32%	-141	13F-HR Timeline
Abacus Wealth Partners, LLC	1,281	$478K	0.05%	+35	13F-HR Timeline