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IWB ISHARES TR

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ETF (fund)

1,458 managers (1,478 13F filers) reported a position in IWB shares at 2026-03-31, 97,924,367 shares in all. 66 filers opened a position and 78 filers sold out during the quarter.

Managers
1,458
13F filers
1,478
New
66
Added
427
Reduced
523
Sold out
78
Shares held by filers
97,924,367

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
STALEY CAPITAL ADVISERS INC2,100$749K0.03%013F-HRTimeline
Towneley Capital Management, Inc / DE2,096$747K0.16%013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,093$746K0.04%-11713F-HRTimeline
SOA Wealth Advisors, LLC.2,076$740K0.14%-3613F-HRTimeline
3 FACTOR INDEXING, LLC2,062$735K0.69%13F-HRTimeline
SIGNATUREFD, LLC2,052$732K0.01%-24113F-HRTimeline
Claro Advisors Inc.2,051$731K0.09%+60213F-HRTimeline
HEADINVEST, LLC2,050$731K0.15%-8013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,050$731K0.08%-26413F-HRTimeline
CIBC WORLD MARKET INC.2,041$728K<0.01%013F-HRTimeline
Acorn Wealth Advisors, LLC2,038$727K0.21%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,029$723K<0.01%new13F-HRTimelineGroup
Quadrant Private Wealth Management, LLC2,027$723K0.11%-913F-HRTimeline
Bogart Wealth, LLC2,019$720K0.03%013F-HRTimeline
Clear Creek Financial Management, LLC2,011$717K0.05%+9213F-HRTimeline
Cornerstone Planning Group LLC1,811$716K0.1%+7713F-HRTimeline
Hurlow Wealth Management Group, Inc.2,007$716K0.17%013F-HRTimeline
Azimuth Capital Investment Management L…2,004$715K0.03%-43513F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC2,003$714K0.09%-5513F-HRTimeline
Douglass Winthrop Advisors, LLC1,990$710K0.01%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,983$707K0.06%-1,01713F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,982$707K0.19%-8413F-HRTimelineGroup
Dynasty Wealth Management, LLC1,981$706K0.01%-54613F-HRTimeline
PARTHENON LLC1,980$706K0.08%013F-HRTimeline
RIVERBRIDGE PARTNERS LLC1,980$706K0.02%013F-HRTimeline
NORDEN GROUP LLC1,973$703K0.07%+113F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.1,841$700K0.4%+1013F-HRTimeline
CENTRAL TRUST Co1,952$696K0.01%-913F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…1,951$696K0.08%+30713F-HRTimeline
Perennial Investment Advisors, LLC1,949$695K0.06%-4813F-HRTimeline
Smith Salley Wealth Management1,949$695K0.03%013F-HRTimeline
Buttonwood Financial Advisors Inc.1,949$695K0.23%-13413F-HRTimeline
Soltis Investment Advisors LLC1,937$691K0.04%+18013F-HRTimeline
EASTERN BANK1,927$687K0.01%013F-HRTimeline
BIP Wealth, LLC1,925$686K0.03%013F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC1,925$686K0.35%-24813F-HRTimeline
SAX WEALTH ADVISORS, LLC1,836$686K0.03%013F-HRTimeline
1ST SOURCE BANK1,921$685K0.04%+64713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,904$679K0.02%+113F-HRTimeline
Mechanics Bank Trust Department1,900$677K0.09%013F-HRTimeline
Citizens National Bank Trust Department1,900$677K0.11%013F-HRTimeline
United Asset Strategies, Inc.1,895$676K0.05%-2413F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.1,892$675K0.1%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,888$673K0.04%+1313F-HRTimeline
SIMA Wealth Partners, LLC1,884$672K0.51%-2713F-HRTimeline
Global Wealth Management, LLC1,862$664K0.36%+513F-HRTimeline
Heck Capital Advisors, LLC1,860$663K0.05%013F-HRTimeline
Verdence Capital Advisors LLC1,860$663K0.04%+11913F-HRTimeline
FORTE ASSET MANAGEMENT LLC1,855$661K0.29%013F-HRTimeline
Cherry Creek Investment Advisors, Inc.1,853$661K0.29%+513F-HRTimeline
Houlihan Financial Resource Group, Ltd.1,850$660K0.26%013F-HRTimeline
Omnia Family Wealth, LLC1,848$659K0.21%013F-HRTimeline
Nicholas Hoffman & Company, LLC.1,845$658K0.02%-1513F-HRTimeline
Journey Advisory Group, LLC1,836$655K0.06%013F-HRTimeline
Strategic Wealth Advisors LLC1,835$654K0.52%013F-HRTimeline
Crewe Advisors LLC1,833$654K0.06%013F-HRTimeline
JB Capital LLC1,833$654K0.03%+213F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,831$653K0.02%+17213F-HRTimeline
Delta Investment Management, LLC1,829$652K0.12%013F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC1,817$648K<0.01%new13F-HRTimeline
NTV Asset Management LLC1,811$646K0.07%-10013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,808$645K0.08%-14513F-HRTimeline
Alcosta Capital Management, Inc.1,808$645K0.49%013F-HRTimeline
Vestmark Advisory Solutions, Inc.1,807$645K0.01%-1,11413F-HRTimeline
Accelerate Investment Advisors LLC1,803$643K0.43%-18813F-HRTimeline
Diversified Portfolios, Inc.1,801$642K0.05%013F-HRTimeline
LPWM LLC1,798$641K0.16%013F-HRTimeline
COURIER CAPITAL LLC1,786$637K0.04%-36713F-HR/ATimeline
Empowered Funds, LLC1,782$635K<0.01%new13F-HR/ATimeline
PACK Private Wealth, LLC1,772$632K0.29%013F-HRTimeline
Sprinkle Financial Consultants LLC1,766$630K0.29%013F-HRTimeline
Aviance Capital Partners, LLC1,766$630K0.07%013F-HRTimeline
WNY Asset Management, LLC1,755$626K0.06%13F-HRTimeline
Gilbert Capital Group, Inc.1,753$625K0.48%-213F-HRTimeline
Western Wealth Management, LLC1,746$622K0.02%+1913F-HR/ATimeline
Almanack Investment Partners, LLC.1,732$618K0.1%013F-HRTimeline
USA FINANCIAL FORMULAS1,723$614K0.12%-9813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,722$614K0.04%+113F-HRTimeline
STOCK YARDS BANK & TRUST CO1,721$614K0.02%-5313F-HRTimeline
Fermata Advisors, LLC1,716$612K0.14%-213F-HRTimeline
KilterHowling LLC1,715$612K0.31%+413F-HRTimeline
Obermeyer Wealth Partners1,715$612K0.03%013F-HRTimeline
Avant Financial Advisors LLC1,713$611K0.43%013F-HRTimeline
Palisade Asset Management, LLC1,711$610K0.06%013F-HRTimeline
Moss Adams Wealth Advisors LLC1,711$610K0.04%013F-HRTimeline
Westshore Wealth, LLC1,699$606K0.21%-3,62713F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…1,690$603K0.09%013F-HRTimelineGroup
AAF Wealth Management, LLC1,684$600K0.25%013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,677$598K0.09%+3613F-HRTimeline
Members Trust Co1,675$597K0.02%-23013F-HRTimeline
Alta Wealth Advisors LLC1,675$597K0.19%-14913F-HRTimeline
TRUE Private Wealth Advisors1,656$590K0.06%013F-HRTimeline
Avid Wealth Partners LLC1,649$588K0.28%new13F-HRTimeline
Stonebridge Financial Group, LLC1,647$587K0.05%013F-HRTimeline
Blankinship & Foster, LLC1,647$587K0.13%-43613F-HRTimeline
Yanni & Associates Investment Advisors,…1,643$586K0.61%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.1,635$583K0.27%new13F-HRTimeline
Edgestream Partners, L.P.1,629$581K0.02%-1,69513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,625$579K0.21%-1,05413F-HR/ATimelineGroup
FORM Wealth Advisors, LLC1,624$579K0.07%-21613F-HRTimeline
PFG Investments, LLC1,621$578K0.03%-14713F-HRTimeline
Pine Haven Investment Counsel, Inc1,620$578K0.42%013F-HRTimeline
Black Diamond Financial, LLC1,618$577K0.06%013F-HRTimeline
Integrated Investment Consultants, LLC1,609$574K0.12%+1113F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,608$573K0.03%013F-HRTimeline
FAS Wealth Partners, Inc.1,606$573K0.04%+17913F-HRTimeline
Notis-McConarty Edward1,600$570K0.28%013F-HR/ATimeline
SYON CAPITAL LLC1,600$570K0.03%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,598$570K<0.01%+66413F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,594$568K-549Timeline
Advyzon Investment Management, LLC1,593$568K0.05%-91913F-HRTimeline
Carter Financial Group, INC.1,587$566K0.35%+413F-HRTimeline
Asset Advisory Group, Inc.1,583$565K0.28%+213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,582$564K0.01%-63313F-HRTimelineGroup
Uniting Wealth Partners, LLC1,574$561K0.12%013F-HRTimeline
Powerhouse Assets LLC1,572$561K0.49%013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…1,572$561K0.38%-2613F-HRTimeline
GOLDEN ROAD ADVISORS LLC1,571$560K0.32%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,570$560K0.04%-10013F-HRTimeline
UNIQUE WEALTH, LLC1,562$557K0.08%-66813F-HRTimeline
Cornerstone Wealth Management, LLC1,557$555K0.03%013F-HRTimeline
North Berkeley Wealth Management, LLC1,551$553K0.29%-13113F-HRTimeline
Hurley Capital, LLC1,550$553K0.3%new13F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …1,535$547K0.07%013F-HRTimeline
GREENWOOD GEARHART LLC1,530$546K0.03%013F-HRTimeline
Security National Bank1,528$545K0.08%-18813F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…1,525$544K0.05%13F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC1,524$543K0.03%-23013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,523$543K0.01%-4313F-HRTimelineGroup
Crescent Grove Advisors, LLC1,522$543K0.05%+7213F-HRTimeline
Spartan Wealth Advisory Services LLC1,519$542K0.05%13F-HRTimeline
RFG Advisory, LLC1,516$540K0.01%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.1,501$535K0.01%+43113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,501$535K0.03%-65613F-HRTimelineGroup
Bridgewater Advisors Inc.1,323$535K0.03%+31813F-HRTimeline
MBL Wealth, LLC1,497$534K0.04%+71013F-HRTimeline
Proficio Capital Partners LLC1,490$531K0.03%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,474$526K0.04%+18413F-HRTimelineGroup
Northside Capital Management, LLC1,465$522K0.05%-60313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,464$522K0.01%-9213F-HRTimeline
Cogent Private Wealth, Inc.1,458$520K0.38%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,453$518K<0.01%+313F-HRTimeline
Curated Wealth Partners LLC1,450$517K0.07%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,444$515K0.02%+11013F-HRTimeline
K.J. Harrison & Partners Inc1,443$515K0.08%013F-HRTimeline
Blue Trust, Inc.1,441$514K0.01%+17713F-HRTimeline
PINNACLE ASSOCIATES LTD1,432$511K0.01%013F-HRTimeline
Capital International Investorsin group Capital International Investo…1,473$511K<0.01%-7,14613F-HRTimelineGroup
Prasad Wealth Partners, LLC1,427$509K0.14%+313F-HRTimeline
Summit Asset Management, LLC1,424$508K0.07%013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,418$506K0.14%013F-HRTimeline
SIMON QUICK ADVISORS, LLC1,417$505K0.02%-2813F-HRTimeline
Geneos Wealth Management Inc.1,414$504K0.01%-7913F-HRTimeline
Flagship Private Wealth, LLC1,397$498K0.2%+113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC1,392$496K0.01%013F-HRTimeline
Farmers National Bank1,392$496K0.11%013F-HRTimeline
LAWOOD & CO1,391$496K0.46%-8013F-HRTimeline
SeaCrest Wealth Management, LLC1,383$493K0.05%-3413F-HRTimeline
Sentry LLC1,382$493K0.16%-6813F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,370$488K0.03%+44913F-HRTimeline
TD Capital Management LLC1,370$488K0.04%+113F-HRTimeline
Ruggaard & Associates LLC1,368$488K0.19%-3513F-HRTimeline
MA Private Wealth1,366$487K0.08%-7813F-HRTimeline
Adelphi Trust Co1,364$486K0.4%-2813F-HRTimeline
AssuredPartners Investment Advisors, LLC1,340$484K0.05%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,358$484K0.07%013F-HRTimeline
Sigma Planning Corp1,353$483K0.01%+59013F-HRTimeline
NESTEGG ADVISORS, INC.1,352$482K0.42%013F-HRTimeline
Cardinal Point Capital Management ULC1,350$481K0.03%+37113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,350$481K0.35%+1,34613F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,346$480K0.01%013F-HRTimelineGroup
M3 Advisory Group, LLC1,340$478K0.29%+213F-HRTimeline
Coastal Bridge Advisors, LLC1,334$476K0.03%-1,38813F-HRTimeline
Beaumont Financial Advisors, LLC1,332$475K0.03%013F-HRTimeline
Pointe Capital Management LLC1,329$474K0.23%013F-HRTimeline
Global Wealth Strategies & Associates1,327$473K0.12%+2713F-HRTimeline
Krilogy Financial LLC1,230$473K0.02%013F-HRTimeline
Arbor Wealth Advisors LLC1,322$471K0.33%013F-HRTimeline
Factor Wealth Management LTD1,321$471K0.09%+1513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.1,299$463K0.18%013F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…1,333$462K<0.01%new13F-HRTimelineGroup
Asset Management Group, Inc.1,288$459K0.07%+313F-HRTimeline
Abacus Wealth Partners, LLC1,281$457K0.04%013F-HRTimeline
Capital Advisors Wealth Management, LLC1,273$454K0.06%+6513F-HRTimeline
Abacus Planning Group, Inc.1,269$452K0.06%013F-HRTimeline
UNION SAVINGS BANK1,263$450K0.2%013F-HRTimeline
CMH Wealth Management LLC1,248$445K0.08%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,244$444K0.01%013F-HRTimeline
SMI Advisory Services, LLC1,226$443K0.07%-33313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,234$440K0.15%013F-HRTimeline
McAdam, LLC1,233$440K0.02%-27213F-HRTimeline
Gibbs Wealth Management1,226$437K0.06%+27313F-HRTimeline
Investmark Advisory Group LLC1,219$435K0.19%+16713F-HRTimeline
Independent Wealth Advisors LLC1,218$434K0.43%+213F-HRTimeline
FIRST MANHATTAN CO. LLC.1,209$431K<0.01%-4013F-HRTimeline
Patton Albertson Miller Group, LLC1,207$430K0.05%013F-HRTimeline
WEDBUSH SECURITIES INC1,203$429K0.01%-1413F-HRTimeline
SOMERVILLE KURT F1,200$428K0.11%-54413F-HRTimeline
V2 Financial group LLC1,200$428K0.2%013F-HRTimeline
Grant Street Asset Management, Inc.1,199$428K0.08%new13F-HRTimeline