IWB ISHARES TR

ETF (fund)

1,346 managers (1,360 13F filers) reported a position in IWB shares at 2024-12-31, 100,574,860 shares in all. 72 filers opened a position and 45 filers sold out during the quarter.

Managers: 1,346
13F filers: 1,360
New: 72
Added: 395
Reduced: 424
Sold out: 45
Shares held by filers: 100,574,860

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
EWG Elevate Inc.	1,051	$339K	0.1%	0	13F-HR Timeline
Investmark Advisory Group LLC	1,050	$339K	0.17%	+3	13F-HR Timeline
Missouri Trust & Investment Co	1,050	$338K	0.12%	0	13F-HR Timeline
UPTICK PARTNERS, LLC	1,049	$338K	0.12%	+49	13F-HR Timeline
Beirne Wealth Consulting Services, LLC	1,048	$338K	0.12%	+2	13F-HR Timeline
Rockport Wealth LLC	1,048	$338K	0.15%	0	13F-HR Timeline
Keystone Wealth Services, LLC	1,046	$337K	0.09%	+1	13F-HR Timeline
WestEnd Advisors, LLC	1,045	$337K	0.01%	+264	13F-HR Timeline
New Century Financial Group, LLC	1,032	$336K	0.14%	+3	13F-HR Timeline
Lee, Kelleher & Klein Wealth Management	1,043	$336K	0.24%		13F-HR Timeline
Madison Wealth Partners, Inc	1,042	$336K	0.09%	+1	13F-HR Timeline
Frederick Financial Consultants, LLC	1,041	$335K	0.27%		13F-HR Timeline
SAXON INTERESTS, INC.	1,033	$333K	0.15%	0	13F-HR Timeline
Ethos Financial Group, LLC	1,022	$329K	0.04%	new	13F-HR Timeline
KCM INVESTMENT ADVISORS LLC	1,021	$329K	0.01%	+46	13F-HR Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\	1,017	$328K	<0.01%	+291	13F-HR/A Timeline Group
Ausdal Financial Partners, Inc.	1,012	$326K	0.03%	-77	13F-HR Timeline
CAPITAL ADVISORS INC/OK	1,010	$325K	0.01%	+96	13F-HR Timeline
Claro Advisors Inc.	1,010	$325K	0.04%	-136	13F-HR Timeline
Glass Jacobson Investment Advisors llc	1,008	$325K	0.11%	+17	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
ADVOCATE GROUP LLC	1,000	$322K	0.06%	0	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	995	$321K	0.01%	+141	13F-HR Timeline
Crescent Grove Advisors, LLC	994	$320K	0.03%	+29	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	993	$320K	0.01%	-1,961	13F-HR Timeline Group
Bristlecone Advisors, LLC	981	$316K	0.02%	-20	13F-HR Timeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC	981	$316K	0.2%	+3	13F-HR Timeline
Cardinal Point Capital Management ULC	979	$315K	0.05%	0	13F-HR Timeline
FFT WEALTH MANAGEMENT LLC	979	$315K	0.02%	+2	13F-HR Timeline
HOWARD WEALTH MANAGEMENT, LLC	977	$315K	0.17%	+3	13F-HR Timeline
S.A. Mason LLC	975	$314K	0.16%	0	13F-HR Timeline
Range Financial Group LLC	974	$314K	0.14%	new	13F-HR Timeline
Qube Research & Technologies Ltd	971	$313K	<0.01%	-7,879	13F-HR Timeline
Tenon Financial LLC	966	$311K	0.2%	0	13F-HR Timeline
Gibson Capital, LLC	958	$309K	0.06%	0	13F-HR Timeline
Fulcrum Capital LLC	957	$308K	0.06%	0	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	954	$307K	0.15%	-12	13F-HR Timeline
Topsail Wealth Management, LLC	952	$307K	0.07%		13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	950	$306K	0.03%	0	13F-HR Timeline
Olde Wealth Management, LLC	951	$306K	0.11%	0	13F-HR Timeline
Bedel Financial Consulting, Inc.	917	$306K	0.04%	-302	13F-HR Timeline
New Republic Capital, LLC	949	$306K	0.2%	-33	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	935	$301K	0.02%	-2	13F-HR Timeline Group
Smith Anglin Financial, LLC	927	$299K	0.03%	+3	13F-HR Timeline
Advus Financial Partners, LLC	927	$299K	0.13%	0	13F-HR/A Timeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …	924	$298K	<0.01%	-74	13F-HR Timeline Group
Avantax Planning Partners, Inc.	924	$298K	0.01%	0	13F-HR Timeline
Wade Financial Advisory, Inc	920	$296K	0.1%	0	13F-HR Timeline
Accelerate Investment Advisors LLC	919	$296K	0.26%	-76	13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	917	$295K	0.08%	new	13F-HR Timeline
Accretive Wealth Partners, LLC	916	$295K	0.13%	0	13F-HR Timeline
JUNCTURE WEALTH STRATEGIES, LLC	913	$294K	0.11%	0	13F-HR Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	910	$293K	<0.01%	new	13F-HR Timeline Group
Shared Vision Wealth Group LLC	909	$293K	0.15%	-9	13F-HR Timeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…	903	$291K	0.1%	0	13F-HR Timeline
Embree Financial Group	895	$288K	0.05%	-5	13F-HR Timeline
KEB ASSET MANAGEMENT, LLC	888	$286K	0.08%	0	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	885	$285K	0.01%	0	13F-HR Timeline
Eagle Ridge Investment Management	881	$284K	0.02%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Werba Rubin Papier Wealth Management	879	$283K	0.07%	0	13F-HR Timeline
QUEST INVESTMENT MANAGEMENT LLC	875	$282K	0.03%	0	13F-HR Timeline
CALTON & ASSOCIATES, INC.	874	$282K	0.12%	+51	13F-HR Timeline
Beacon Harbor Wealth Advisors, Inc.	872	$281K	0.07%	+64	13F-HR Timeline
Enterprise Bank & Trust Co	871	$281K	0.09%	+213	13F-HR Timeline
Hill Investment Group Partners, LLC	869	$280K	0.04%	0	13F-HR Timeline
MidAtlantic Capital Management, Inc.	869	$280K	0.21%	0	13F-HR Timeline
SAGE RHINO CAPITAL LLC	868	$280K	0.06%	0	13F-HR Timeline
Advisory Alpha, LLC	863	$278K	0.01%	+44	13F-HR Timeline
Traynor Capital Management, Inc.	862	$278K	0.02%	+34	13F-HR Timeline
Amundiin group Amundi	859	$277K	<0.01%	+713	13F-HR Timeline Group
WEST MICHIGAN ADVISORS, LLC	856	$276K	0.08%	new	13F-HR Timeline
Principle Wealth Partners LLC	854	$275K	0.02%	0	13F-HR Timeline
Financial Alternatives, Inc	851	$274K	0.19%	0	13F-HR Timeline
Amplius Wealth Advisors, LLC	850	$274K	0.03%	0	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	849	$274K	0.02%	0	13F-HR Timeline
Edge Financial Advisors LLC	842	$271K	0.24%	new	13F-HR Timeline
Benchmark Investment Advisors LLC	842	$271K	0.18%	0	13F-HR Timeline
Detalus Advisors, LLC	841	$271K	0.09%	-50	13F-HR Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …	840	$271K	0.06%	0	13F-HR Timeline Group
Covenant Partners, LLC	839	$270K	0.08%	0	13F-HR Timeline
RAM Investment Partners, LLC	836	$269K	0.07%	0	13F-HR Timeline
Allred Capital Management, LLC	835	$269K	0.1%	0	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	834	$269K	0.01%	+3	13F-HR Timeline
Wealth Advisors of Iowa, LLC	832	$268K	0.14%	-23	13F-HR Timeline
Greenhouse Wealth Management, LLC	825	$266K	0.18%	+1	13F-HR Timeline
NTV Asset Management LLC	824	$265K	0.04%	new	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	822	$265K	0.02%	0	13F-HR Timeline Group
Abound Wealth Management	818	$264K	0.08%	-1	13F-HR Timeline
Lindbrook Capital, LLC	818	$264K	0.02%	0	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	816	$263K	<0.01%	-44	13F-HR Timeline Group
BlueChip Wealth Advisors LLC	812	$262K	0.15%	0	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	810	$261K	0.01%	0	13F-HR Timeline
One Charles Private Wealth Services, LLC	808	$260K	0.09%	-40	13F-HR Timeline
HUTCHINSON CAPITAL MANAGEMENT/CA	806	$260K	0.05%	0	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	801	$258K	0.02%	+82	13F-HR/A Timeline
Iowa State Bank	800	$258K	0.05%	0	13F-HR Timeline
MELFA WEALTH MANAGEMENT, INC.	800	$258K	0.17%	0	13F-HR Timeline
Impact Capital Partners LLC	796	$256K	0.09%		13F-HR Timeline
ISTHMUS PARTNERS, LLC	795	$256K	0.03%	0	13F-HR Timeline
BUILDER INVESTMENT GROUP INC /ADV	793	$255K	0.07%	0	13F-HR Timeline
King Wealth Management Group	789	$254K	0.04%	-754	13F-HR Timeline
Stone Summit Wealth LLC	788	$254K	0.09%	0	13F-HR Timeline
INGALLS & SNYDER LLC	786	$253K	0.01%	0	13F-HR Timeline
Lewis Asset Management, LLC	785	$253K	0.19%	+1	13F-HR Timeline
New England Professional Planning Group…	780	$251K	0.13%	+102	13F-HR Timeline
Rollins Financial Advisors, LLC	779	$251K	0.04%	0	13F-HR Timeline
FULLCIRCLE WEALTH LLC	747	$251K	0.1%	-1	13F-HR Timeline
Prestige Wealth Management Group LLC	779	$251K	0.05%	0	13F-HR/A Timeline
HOWARD BAILEY SECURITIES, LLC	779	$251K	0.09%	new	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	774	$249K	0.03%	+2	13F-HR Timeline
Northstar Advisory Group, LLC	774	$249K	0.13%	new	13F-HR Timeline
Family Office Research LLC	770	$248K	0.11%		13F-HR Timeline
EPG Wealth Management LLC	769	$248K	0.07%	-10	13F-HR Timeline
BOSTON RESEARCH & MANAGEMENT INC	768	$247K	0.06%	0	13F-HR/A Timeline
Lakeshore Capital Group, Inc.	767	$247K	0.37%		13F-HR Timeline
CHERRYDALE WEALTH MANAGEMENT, LLC	761	$245K	0.09%	+3	13F-HR Timeline
Holistic Financial Partners	760	$245K	0.12%	0	13F-HR Timeline
Perennial Investment Advisors, LLC	760	$245K	0.03%	+10	13F-HR Timeline
MBL Wealth, LLC	757	$244K	0.02%	-25	13F-HR Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …	756	$244K	<0.01%	+560	13F-HR Timeline Group
IPG Investment Advisors LLC	755	$243K	0.06%	+60	13F-HR Timeline
ACORN CREEK CAPITAL LLC	754	$243K	0.12%	new	13F-HR Timeline
Rialto Wealth Management, LLC	754	$243K	0.08%		13F-HR Timeline
KDK Private Wealth Management, LLC	753	$243K	0.25%		13F-HR Timeline
Washington Trust Bank	752	$242K	0.02%	-2	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp	750	$242K	0.01%	0	13F-HR Timeline Group
ACORN FINANCIAL ADVISORY SERVICES INC /…	749	$241K	0.04%	0	13F-HR Timeline
FORTE CAPITAL LLC /ADV	741	$239K	0.03%	0	13F-HR Timeline
Parkworth Wealth Management, Inc.	739	$238K	0.2%		13F-HR Timeline
Disciplined Investments, LLC	736	$237K	0.12%	+60	13F-HR Timeline
Pallas Capital Advisors LLC	735	$237K	0.01%	-12	13F-HR Timeline
5T Wealth, LLC	735	$237K	0.13%		13F-HR Timeline
WealthCollab, LLC	730	$235K	0.15%	-82	13F-HR Timeline
BEARING POINT CAPITAL, LLC	730	$235K	0.05%		13F-HR Timeline
360 Financial, Inc.	729	$235K	0.09%	-48	13F-HR Timeline
BOSTON FAMILY OFFICE LLC	725	$234K	0.02%	0	13F-HR Timeline
TFR Capital, LLC.	725	$234K	0.12%		13F-HR Timeline
Faithward Advisors, LLC	724	$233K	0.04%	0	13F-HR Timeline
Clark Asset Management, LLC	724	$233K	0.04%	+48	13F-HR Timeline
MTM Investment Management, LLC	724	$233K	0.09%	+624	13F-HR Timeline
WEALTH EFFECTS LLC	723	$233K	0.08%	0	13F-HR Timeline
SageView Advisory Group, LLC	723	$233K	0.01%	new	13F-HR Timeline
MATRIX ASSET ADVISORS INC/NY	722	$233K	0.03%	+1	13F-HR Timeline
Kapstone Financial Advisors LLC	700	$232K	0.12%	0	13F-HR Timeline
Bigelow Investment Advisors, LLC	720	$232K	0.11%	-200	13F-HR Timeline
Intellus Advisors LLC	720	$232K	0.04%		13F-HR Timeline
BINGHAM PRIVATE WEALTH, LLC	719	$232K	0.25%		13F-HR Timeline
Athena Investment Management	718	$231K	0.13%	-16	13F-HR Timeline
Fayez Sarofim & Coin group Fayez Sarofim & Co	717	$231K	<0.01%	+66	13F-HR Timeline Group
UNIONVIEW, LLC	717	$231K	0.17%	+2	13F-HR Timeline
Carmel Capital Partners, LLC	717	$231K	0.09%	0	13F-HR Timeline
One Capital Management, LLC	713	$230K	0.01%	-262	13F-HR Timeline
Private Capital Management, LLC	708	$228K	0.02%	0	13F-HR Timeline
WATERSHED PRIVATE WEALTH LLC	705	$227K	0.09%	0	13F-HR Timeline
Evolution Wealth Advisors, LLC	704	$227K	0.04%	0	13F-HR Timeline
Aspect Partners, LLC	702	$226K	0.13%	0	13F-HR Timeline
Horan Securities, Inc.	701	$226K	0.09%	+6	13F-HR Timeline
Geller Advisors LLC	701	$226K	0.01%	0	13F-HR Timeline
ARS Wealth Advisors Group, LLC	701	$226K	0.03%	0	13F-HR Timeline
UNIQUE WEALTH, LLC	701	$226K	0.05%	new	13F-HR Timeline
Sigma Planning Corp	700	$226K	0.01%	+6	13F-HR Timeline
STATE STREET CORPin group STATE STREET CORP	700	$226K	<0.01%	0	13F-HR Timeline Group
Windsor Capital Management, LLC	699	$225K	0.07%	+39	13F-HR Timeline
Quadcap Wealth Management, LLC	696	$224K	0.03%	new	13F-HR Timeline
Rathbones Group PLC	694	$224K	<0.01%	new	13F-HR Timeline
626 Financial, LLC	691	$223K	0.12%	0	13F-HR Timeline
Fielder Capital Group LLC	690	$222K	0.07%	0	13F-HR Timeline
Northwest Quadrant Wealth Management, L…	690	$222K	0.05%	+2	13F-HR Timeline
Crumly & Associates Inc.	686	$221K	0.06%	0	13F-HR Timeline
Timonier Family Office, LTD.	685	$221K	0.11%		13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Summit Place Financial Advisors, LLC	682	$220K	0.12%	0	13F-HR Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …	681	$219K	0.05%	0	13F-HR Timeline Group
Quadrant Private Wealth Management, LLC	675	$218K	0.05%	+20	13F-HR Timeline
NovaPoint Capital, LLC	675	$218K	0.07%	0	13F-HR Timeline
Fortis Capital Management LLC	674	$217K	0.04%	-80	13F-HR Timeline
Pflug Koory, LLC	674	$217K	0.11%	0	13F-HR Timeline
Millington Financial Advisors, LLC	650	$214K	0.12%	0	13F-HR Timeline
Moss Adams Wealth Advisors LLC	665	$214K	0.02%	-397	13F-HR Timeline
AFFINITY WEALTH MANAGEMENT LLC	665	$214K	0.04%	0	13F-HR Timeline
Old Port Advisors	664	$214K	0.06%	-18	13F-HR Timeline
Frazier Financial Advisors, LLC	661	$214K	0.17%	+361	13F-HR Timeline
Silicon Valley Capital Partners	660	$213K	0.02%	+2	13F-HR Timeline
LexAurum Advisors, LLC	658	$212K	0.04%	-65	13F-HR Timeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…	632	$211K	0.01%	0	13F-HR Timeline
RMR Capital Management, LLC	654	$211K	0.16%	-134	13F-HR Timeline
UNITED BANK	650	$209K	0.02%	0	13F-HR Timeline
Bond & Devick Financial Network, Inc.	663	$208K	0.09%	0	13F-HR Timeline
GOULD ASSET MANAGEMENT LLC /CA/	644	$207K	0.04%	0	13F-HR Timeline
Twelve Points Wealth Management LLC	643	$207K	0.06%	-140	13F-HR Timeline
Seneschal Advisors, LLC	643	$207K	0.17%		13F-HR Timeline
OARSMAN CAPITAL, INC.	642	$207K	0.04%	-989	13F-HR Timeline
NWK Group, Inc.	640	$206K	0.08%	0	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	632	$204K	0.02%	new	13F-HR Timeline
Alta Wealth Advisors LLC	631	$203K	0.09%	new	13F-HR Timeline
LOGAN CAPITAL MANAGEMENT INC	631	$203K	0.01%	+71	13F-HR Timeline
Aspen Grove Capital, LLC	631	$203K	0.04%	new	13F-HR Timeline
CWS Financial Advisors, LLC	628	$202K	0.07%	new	13F-HR Timeline
Naviter Wealth, LLC	627	$202K	0.02%	new	13F-HR Timeline
SATOVSKY ASSET MANAGEMENT LLC	626	$202K	0.05%	new	13F-HR Timeline
AGH Wealth Advisors, LLC	625	$201K	0.19%		13F-HR Timeline
HOWLAND CAPITAL MANAGEMENT LLC	623	$201K	0.01%	-118	13F-HR Timeline