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IWB ISHARES TR

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ETF (fund)

1,536 managers (1,556 13F filers) reported a position in IWB shares at 2026-06-30, 95,842,256 shares in all. 118 filers opened a position and 40 filers sold out during the quarter.

Managers
1,536
13F filers
1,556
New
118
Added
374
Reduced
569
Sold out
40
Shares held by filers
95,842,256

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
TD Capital Management LLC1,328$544K0.04%-4213F-HRTimeline
Arbor Wealth Advisors LLC1,322$541K0.33%013F-HRTimeline
Clark Capital Management Group, Inc.1,304$534K<0.01%+66913F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.1,299$532K0.18%013F-HRTimeline
Asset Management Group, Inc.1,291$529K0.08%+313F-HRTimeline
Empowered Funds, LLC1,288$527K<0.01%-49413F-HRTimeline
Abacus Wealth Partners, LLC1,281$525K0.06%013F-HRTimeline
Abacus Planning Group, Inc.1,269$520K0.06%013F-HRTimeline
Factor Wealth Management LTD1,264$518K0.08%-5713F-HRTimeline
UNION SAVINGS BANK1,263$517K0.21%013F-HRTimeline
CMH Wealth Management LLC1,248$511K0.08%013F-HRTimeline
DV Trading LLC1,247$511K0.04%-5,71113F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,234$505K0.13%013F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC1,233$505K0.02%new13F-HRTimeline
Amundiin group Amundi1,232$505K<0.01%new13F-HRTimelineGroup
Krilogy Financial LLC1,230$504K0.01%013F-HRTimeline
Drake & Associates, LLC1,230$504K0.08%+19313F-HRTimeline
Strategent Financial, LLC1,228$503K0.29%+17913F-HRTimeline
Confluence Wealth Services, Inc.1,223$501K0.01%new13F-HRTimeline
SMI Advisory Services, LLC1,203$496K0.08%-2313F-HRTimeline
Investmark Advisory Group LLC1,209$495K0.19%-1013F-HRTimeline
Patton Albertson Miller Group, LLC1,207$494K0.05%013F-HRTimeline
Independent Wealth Advisors LLC1,206$494K0.45%-1213F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,205$494K0.02%+5713F-HRTimelineGroup
Shared Vision Wealth Group LLC1,203$493K0.17%+2113F-HRTimeline
V2 Financial group LLC1,200$491K0.18%013F-HRTimeline
Integrity Advisory Solutions, LLC1,198$491K0.05%new13F-HRTimeline
Generation Capital Management LLC1,190$487K0.3%013F-HRTimeline
Quantbot Technologies LP1,189$487K0.02%new13F-HRTimeline
Maple Capital Management, Inc.1,187$486K0.03%013F-HRTimeline
TMB Capital Partners, LLC1,183$484K0.15%013F-HRTimeline
Embree Financial Group1,183$484K0.05%+113F-HRTimeline
Rothschild Capital Partners, LLC1,181$484K0.1%+213F-HRTimeline
WEDBUSH SECURITIES INC1,171$480K0.01%-3213F-HRTimeline
Imprint Wealth LLC1,172$480K1.95%013F-HRTimeline
JPL Wealth Management, LLC1,171$480K0.1%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,170$479K0.04%013F-HRTimeline
Wellspring Financial Advisors, LLC1,167$478K0.03%+213F-HRTimeline
Ridgeline Wealth, LLC1,163$476K0.28%013F-HRTimeline
Guardian Asset Advisors, LLC1,157$474K0.22%+1313F-HRTimeline
FIRST MANHATTAN CO. LLC.1,155$473K<0.01%-5413F-HRTimeline
Valtinson Bruner Financial Planning LLC1,145$469K0.12%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO1,136$465K0.12%013F-HRTimeline
LVW Advisors, LLC1,127$462K0.04%013F-HRTimeline
Dunhill Financial, LLC1,122$460K0.09%+51413F-HRTimeline
Meridian Wealth Partners, LLC1,111$455K0.06%013F-HRTimeline
Venture Visionary Partners LLC1,108$454K0.01%+213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,107$453K0.21%013F-HRTimeline
Baker Ellis Asset Management LLC1,100$450K0.05%013F-HRTimeline
Anchor Investment Management, LLC1,099$450K0.03%-713F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,097$446K0.01%new13F-HRTimeline
TBH Global Asset Management, LLC1,086$445K0.08%+23413F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,086$445K0.06%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,085$444K0.08%-3213F-HR/ATimeline
E6 Portfolios, LLC1,082$443K0.35%-2413F-HRTimeline
Baring Financial LLC1,082$443K0.24%013F-HRTimeline
Pine Haven Investment Counsel, Inc1,080$442K0.3%-54013F-HRTimeline
XY Planning Network, Inc.1,074$440K0.06%013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC1,070$438K0.22%013F-HR/ATimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,067$437K0.01%013F-HRTimelineGroup
Washington Trust Bank1,067$437K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clark Asset Management, LLC1,065$436K0.03%013F-HRTimeline
Symphony Financial, Ltd. Co.1,064$436K0.05%+1113F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV1,062$435K0.1%new13F-HRTimeline
Pointe Capital Management LLC1,059$434K0.19%-27013F-HRTimeline
SkyOak Wealth, LLC1,055$432K0.07%-4213F-HRTimeline
Avantax Planning Partners, Inc.1,051$430K0.01%+6113F-HRTimeline
Madison Wealth Partners, Inc1,050$430K0.05%-513F-HRTimeline
Rockport Wealth LLC1,048$429K0.07%013F-HRTimeline
Astoria Strategic Wealth, Inc.1,046$428K0.1%013F-HRTimeline
Disciplined Investments, LLC1,045$428K0.14%013F-HR/ATimeline
WestEnd Advisors, LLC1,045$428K0.01%-1013F-HRTimeline
FOSTER & MOTLEY INC1,036$424K0.02%-113F-HRTimeline
Keystone Wealth Services, LLC1,035$424K0.08%+113F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC1,027$421K0.41%-2513F-HRTimeline
CAPITAL ADVISORS INC/OK1,024$419K0.01%-8313F-HRTimeline
Operose Advisors LLC1,022$419K0.08%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC1,015$416K<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,015$416K<0.01%+113F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC1,012$414K0.01%013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,005$412K0.13%-1513F-HRTimeline
Beirne Wealth Consulting Services, LLC1,003$411K0.08%-10213F-HRTimeline
SeaCrest Wealth Management, LLC1,004$411K0.05%-37913F-HRTimeline
HORAN Wealth, LLC1,002$410K0.05%+15213F-HR/ATimeline
Chesapeake Wealth Management1,000$410K0.11%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,000$410K0.09%013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,000$410K0.05%013F-HRTimeline
Cherry Tree Wealth Management, LLC997$408K0.08%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management997$408K0.21%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.997$408K0.02%-50413F-HRTimelineGroup
Madden Advisory Services, Inc.996$408K0.15%013F-HRTimeline
Silver Oak Advisory Group, Inc.994$407K0.16%013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC992$406K0.15%+213F-HRTimeline
FFT WEALTH MANAGEMENT LLC988$404K0.06%+213F-HRTimeline
Kathmere Capital Management, LLC981$402K0.02%+613F-HRTimeline
Bedel Financial Consulting, Inc.980$401K0.04%+6313F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.979$401K0.03%013F-HRTimeline
Sowell Financial Services LLC977$400K0.01%+113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC976$400K0.06%-18213F-HRTimeline
S.A. Mason LLC975$399K0.12%013F-HRTimeline
Range Financial Group LLC974$399K0.11%013F-HRTimeline
NovaPoint Capital, LLC967$396K0.08%new13F-HRTimeline
Joseph Group Capital Management966$396K0.08%-113F-HRTimeline
Tenon Financial LLC966$396K0.13%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC963$394K0.15%+213F-HRTimeline
Frederick Financial Consultants, LLC962$394K0.17%013F-HRTimeline
Gibson Capital, LLC958$392K0.06%013F-HRTimeline
Fulcrum Capital LLC957$392K0.08%013F-HRTimeline
Manske Wealth Management954$391K0.1%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC948$388K0.02%-9813F-HRTimeline
Advisory Alpha, LLC943$386K0.01%+113F-HRTimeline
Orgel Wealth Management, LLC940$385K0.01%013F-HRTimeline
Etesian Wealth Advisors, Inc.940$385K0.11%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…936$383K0.01%+13813F-HRTimelineGroup
Navigation Group, LLC931$381K0.07%+10613F-HRTimeline
Advus Financial Partners, LLC927$380K0.11%013F-HR/ATimeline
AFT, FORSYTH & COMPANY, INC.922$378K0.18%+213F-HRTimeline
Verdence Capital Advisors LLC922$377K0.02%-93813F-HRTimeline
NORTHLAND SECURITIES, INC.916$375K0.22%+413F-HRTimeline
UPTICK PARTNERS, LLC915$375K0.06%-713F-HRTimeline
ODonnell Financial Services, LLC914$374K0.11%013F-HRTimeline
Columbia Bank913$374K0.08%013F-HRTimeline
55 North Private Wealth, LLC912$373K0.07%+113F-HRTimeline
Sherman Wealth Management LLC912$373K0.28%+213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/907$371K<0.01%-413F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…903$370K0.1%013F-HRTimeline
Atlas Brown,Inc.900$369K0.1%-10013F-HRTimeline
WEALTHGARDEN F.S. LLC895$367K0.21%013F-HRTimeline
SAXON INTERESTS, INC.895$367K0.1%013F-HRTimeline
Parkwoods Wealth Partners, LLC895$366K0.06%+113F-HRTimeline
ADELL HARRIMAN & CARPENTER INC893$366K0.02%013F-HRTimeline
Kelly Financial Services LLC888$364K0.08%-913F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK886$363K0.03%13F-HRTimeline
Accretive Wealth Partners, LLC883$362K0.09%013F-HRTimeline
TOWNSQUARE CAPITAL LLC882$361K0.07%-3713F-HRTimeline
LAWOOD & CO881$361K0.24%-51013F-HRTimeline
Reynders McVeigh Capital Management, LLC877$359K0.02%-2413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd876$359K<0.01%-20,15113F-HRTimelineGroup
Legacy Wealth Management, LLC / MS875$358K0.09%-2513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.870$356K0.02%-6513F-HRTimelineGroup
MidAtlantic Capital Management, Inc.869$356K0.22%013F-HRTimeline
SAGE RHINO CAPITAL LLC866$355K0.06%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC863$353K0.02%013F-HRTimeline
Intellus Advisors LLC863$353K0.04%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC856$351K0.02%+113F-HRTimeline
Financial Alternatives, Inc851$348K0.17%013F-HRTimeline
Glass Jacobson Investment Advisors llc851$348K0.11%013F-HRTimeline
Werba Rubin Papier Wealth Management850$348K0.04%+213F-HRTimeline
Arsenal Capital Advisors LLC846$347K0.2%013F-HRTimeline
RAM Investment Partners, LLC836$342K0.05%013F-HRTimeline
Allred Capital Management, LLC835$342K0.11%013F-HRTimeline
Wealth Advisors of Iowa, LLC832$341K0.09%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…826$338K0.04%-1813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC826$338K0.04%-113F-HRTimeline
Aureus Asset Management, LLC824$337K0.02%-12013F-HRTimeline
Greenhouse Wealth Management, LLC823$337K0.24%-113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT822$337K0.02%013F-HRTimelineGroup
BlueChip Wealth Advisors LLC812$333K0.13%013F-HRTimeline
Principle Wealth Partners LLC812$333K0.02%-2513F-HRTimeline
Kapstone Financial Advisors LLC810$332K0.14%013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA806$330K0.06%013F-HRTimeline
Abound Wealth Management805$329K0.07%013F-HRTimeline
Schonfeld Strategic Advisors LLC803$329K<0.01%new13F-HRTimeline
Iowa State Bank800$328K0.05%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.800$328K0.18%013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.800$328K0.08%-1313F-HRTimeline
Rathbones Group PLC797$326K<0.01%+413F-HRTimeline
ISTHMUS PARTNERS, LLC795$326K0.03%013F-HRTimeline
Schuylkill Financial LLC793$325K0.3%13F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV793$325K0.06%013F-HRTimeline
SmartHarvest Portfolios, LLC793$325K0.1%-3013F-HRTimeline
CALTON & ASSOCIATES, INC.789$323K0.05%-5013F-HRTimeline
Stone Summit Wealth LLC788$323K0.08%013F-HRTimeline
AMJ Financial Wealth Management903$322K0.08%013F-HRTimeline
IPG Investment Advisors LLC781$320K0.05%013F-HRTimeline
Faithward Advisors, LLC781$320K0.04%+113F-HRTimeline
Family Office Research LLC776$318K0.12%013F-HRTimeline
Thrive Wealth Management, LLC775$317K0.04%+10013F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC768$314K0.07%013F-HRTimeline
Lewis Asset Management, LLC766$314K0.11%+113F-HRTimeline
Blom & Howell Financial Planning, Inc.766$314K0.26%-3013F-HRTimeline
IFG Advisory, LLC765$313K0.01%new13F-HRTimeline
Holistic Financial Partners760$311K0.19%013F-HRTimeline
Highview Capital Management LLC/DE/760$311K0.09%013F-HRTimeline
Millington Financial Advisors, LLC764$311K0.12%013F-HRTimeline
Pacific Asset Management, LLC758$310K0.15%+213F-HRTimeline
KDK Private Wealth Management, LLC754$309K0.26%013F-HRTimeline
Unified Investment Management753$308K0.29%-12013F-HRTimeline
Alesco Advisors, LLC, An ESL Co751$308K0.01%-5013F-HRTimeline
Hegarty Advisors, LLC749$307K0.21%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …748$306K0.04%013F-HRTimelineGroup
Missouri Trust & Investment Co750$306K0.08%013F-HRTimeline
Everhart Financial Group, Inc.747$306K0.02%+1413F-HRTimeline
Kemnay Advisory Services Inc.743$304K0.04%+9313F-HRTimeline
Private Capital Management, LLC737$302K0.03%+2913F-HRTimeline
WealthCollab, LLC730$299K0.11%013F-HRTimeline
BEARING POINT CAPITAL, LLC730$299K0.04%013F-HRTimeline
MTM Investment Management, LLC729$298K0.09%+213F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC727$298K0.05%013F-HRTimeline
Rialto Wealth Management, LLC727$298K0.06%013F-HRTimeline