IWB ISHARES TR

ETF (fund)

1,333 managers (1,345 13F filers) reported a position in IWB shares at 2025-03-31, 97,779,994 shares in all. 73 filers opened a position and 76 filers sold out during the quarter.

Managers: 1,333
13F filers: 1,345
New: 73
Added: 411
Reduced: 450
Sold out: 76
Shares held by filers: 97,779,994

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
FOSTER & MOTLEY INC	1,040	$319K	0.02%	-25	13F-HR Timeline
Beirne Wealth Consulting Services, LLC	1,034	$317K	0.11%	-14	13F-HR Timeline
SAXON INTERESTS, INC.	1,033	$317K	0.15%	0	13F-HR Timeline
Unified Investment Management	1,033	$317K	0.37%	new	13F-HR Timeline
Thrive Wealth Management, LLC	1,019	$313K	0.06%	-1,105	13F-HR Timeline
KCM INVESTMENT ADVISORS LLC	1,012	$310K	0.01%	-9	13F-HR Timeline
RMR Wealth Builders	1,007	$309K	0.03%	-639	13F-HR Timeline
ADVOCATE GROUP LLC	1,000	$307K	0.06%	0	13F-HR Timeline
UPTICK PARTNERS, LLC	1,000	$307K	0.1%	-49	13F-HR Timeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …	1,000	$307K	0.04%	-396	13F-HR Timeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …	998	$306K	<0.01%	+74	13F-HR Timeline Group
Bridgewater Advisors Inc.	1,005	$306K	0.03%	new	13F-HR Timeline
Columbia Bank	997	$306K	0.11%	new	13F-HR Timeline
Crescent Grove Advisors, LLC	994	$305K	0.03%	0	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	993	$305K	0.01%	0	13F-HR Timeline Group
RFG - Bristol Wealth Advisors, LLC	991	$304K	0.1%	-449	13F-HR Timeline
WestEnd Advisors, LLC	988	$303K	0.01%	-57	13F-HR Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	988	$303K	<0.01%	+78	13F-HR Timeline Group
INTEGRITY ALLIANCE, LLC.	984	$302K	0.01%	new	13F-HR Timeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC	984	$302K	0.19%	+3	13F-HR Timeline
FFT WEALTH MANAGEMENT LLC	980	$301K	0.06%	+1	13F-HR Timeline
Berkeley Capital Partners, LLC	980	$301K	0.08%	-170	13F-HR Timeline
Cardinal Point Capital Management ULC	979	$300K	0.03%	0	13F-HR Timeline
HOWARD WEALTH MANAGEMENT, LLC	978	$300K	0.17%	+1	13F-HR Timeline
S.A. Mason LLC	975	$299K	0.16%	0	13F-HR Timeline
Range Financial Group LLC	974	$299K	0.13%	0	13F-HR Timeline
Tenon Financial LLC	966	$296K	0.18%	0	13F-HR Timeline
5T Wealth, LLC	959	$294K	0.17%	+224	13F-HR Timeline
Gibson Capital, LLC	958	$294K	0.06%	0	13F-HR/A Timeline
Fulcrum Capital LLC	957	$294K	0.07%	0	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	950	$291K	0.03%	0	13F-HR Timeline
CAPITAL ADVISORS INC/OK	950	$291K	0.01%	-60	13F-HR Timeline
New Republic Capital, LLC	949	$291K	0.13%	0	13F-HR Timeline
Olde Wealth Management, LLC	951	$291K	0.1%	0	13F-HR Timeline
McAdam, LLC	948	$291K	0.02%	-191	13F-HR Timeline
FSM Wealth Advisors, LLC	942	$289K	0.06%	new	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	942	$289K	0.16%	-12	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	935	$287K	0.02%	0	13F-HR Timeline Group
Bristlecone Advisors, LLC	930	$285K	0.02%	-51	13F-HR Timeline
Smith Anglin Financial, LLC	929	$285K	0.03%	+2	13F-HR Timeline
Advus Financial Partners, LLC	927	$284K	0.12%	0	13F-HR/A Timeline
ROTHSCHILD INVESTMENT LLC	924	$283K	0.02%	+375	13F-HR Timeline
Avantax Planning Partners, Inc.	924	$283K	0.01%	0	13F-HR Timeline
Wade Financial Advisory, Inc	920	$282K	0.1%	0	13F-HR Timeline
Bedel Financial Consulting, Inc.	917	$282K	0.04%	0	13F-HR Timeline
ODonnell Financial Services, LLC	914	$280K	0.12%	new	13F-HR Timeline
Global Assets Advisory, LLC	957	$280K	0.05%	new	13F-HR Timeline
JUNCTURE WEALTH STRATEGIES, LLC	913	$280K	0.11%	0	13F-HR Timeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…	903	$277K	0.1%	0	13F-HR Timeline
AMJ Financial Wealth Management	903	$277K	0.08%	new	13F-HR Timeline
Embree Financial Group	895	$275K	0.05%	0	13F-HR Timeline
NTV Asset Management LLC	895	$275K	0.04%	+71	13F-HR Timeline
KEB ASSET MANAGEMENT, LLC	888	$272K	0.08%	0	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	885	$271K	0.01%	0	13F-HR Timeline
Accretive Wealth Partners, LLC	883	$271K	0.1%	-33	13F-HR Timeline
Cyndeo Wealth Partners, LLC	882	$271K	0.02%	-1,389	13F-HR Timeline
Werba Rubin Papier Wealth Management	881	$270K	0.06%	+2	13F-HR Timeline
QUEST INVESTMENT MANAGEMENT LLC	875	$268K	0.03%	0	13F-HR Timeline
CALTON & ASSOCIATES, INC.	875	$268K	0.06%	+1	13F-HR/A Timeline
Enterprise Bank & Trust Co	871	$267K	0.1%	0	13F-HR Timeline
BluePointe Capital Management, LLC	870	$267K	0.1%	new	13F-HR Timeline
MidAtlantic Capital Management, Inc.	869	$267K	0.21%	0	13F-HR Timeline
SAGE RHINO CAPITAL LLC	868	$266K	0.06%	0	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	867	$266K	0.01%	-388	13F-HR Timeline
Crewe Advisors LLC	866	$266K	0.04%	+431	13F-HR Timeline
LaSalle St. Investment Advisors, LLC	864	$265K	0.06%	new	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	863	$265K	0.02%	+14	13F-HR Timeline
Headlands Technologies LLC	860	$264K	0.03%	-4,340	13F-HR Timeline
Principle Wealth Partners LLC	854	$262K	0.02%	0	13F-HR Timeline
Financial Alternatives, Inc	851	$261K	0.19%	0	13F-HR Timeline
LANARK FINANCIAL, INC.	850	$260K	0.02%	new	13F-HR Timeline
KINGSWOOD WEALTH ADVISORS, LLC	846	$260K	0.02%	new	13F-HR/A Timeline
Edge Financial Advisors LLC	842	$258K	0.16%	0	13F-HR Timeline
Benchmark Investment Advisors LLC	842	$258K	0.17%	0	13F-HR Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …	840	$258K	0.06%	0	13F-HR Timeline Group
Covenant Partners, LLC	839	$257K	0.08%	0	13F-HR Timeline
Traynor Capital Management, Inc.	836	$256K	0.02%	-26	13F-HR Timeline
RAM Investment Partners, LLC	836	$256K	0.06%	0	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	836	$256K	0.01%	+2	13F-HR Timeline
Allred Capital Management, LLC	835	$256K	0.1%	0	13F-HR Timeline
Wealth Advisors of Iowa, LLC	832	$255K	0.11%	0	13F-HR Timeline
Greenhouse Wealth Management, LLC	827	$254K	0.19%	+2	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	822	$252K	0.02%	0	13F-HR Timeline Group
Advisory Alpha, LLC	821	$252K	0.01%	-42	13F-HR/A Timeline
Abound Wealth Management	819	$251K	0.08%	+1	13F-HR Timeline
MBL Wealth, LLC	819	$251K	0.03%	+62	13F-HR Timeline
Lindbrook Capital, LLC	818	$251K	0.02%	0	13F-HR Timeline
Ausdal Financial Partners, Inc.	817	$251K	0.02%	-195	13F-HR Timeline
NWAM LLC	816	$250K	0.02%	new	13F-HR Timeline
BlueChip Wealth Advisors LLC	812	$249K	0.12%	0	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	810	$248K	0.01%	0	13F-HR Timeline
One Charles Private Wealth Services, LLC	808	$248K	0.08%	0	13F-HR Timeline
Beacon Harbor Wealth Advisors, Inc.	807	$248K	0.06%	-65	13F-HR Timeline
HUTCHINSON CAPITAL MANAGEMENT/CA	806	$247K	0.05%	0	13F-HR Timeline
Iowa State Bank	800	$245K	0.05%	0	13F-HR Timeline
Amplius Wealth Advisors, LLC	800	$245K	0.03%	-50	13F-HR Timeline
MELFA WEALTH MANAGEMENT, INC.	800	$245K	0.17%	0	13F-HR Timeline
ISTHMUS PARTNERS, LLC	795	$244K	0.03%	0	13F-HR Timeline
BUILDER INVESTMENT GROUP INC /ADV	793	$243K	0.07%	0	13F-HR Timeline
MARQUETTE ASSOCIATES, INC.	792	$243K	0.24%	+471	13F-HR Timeline
Stone Summit Wealth LLC	788	$242K	0.08%	0	13F-HR Timeline
INGALLS & SNYDER LLC	786	$241K	0.01%	0	13F-HR Timeline
New England Professional Planning Group…	780	$239K	0.12%	0	13F-HR Timeline
PERSONAL CFO SOLUTIONS, LLC	775	$238K	0.05%	new	13F-HR Timeline
Family Office Research LLC	771	$237K	0.12%	+1	13F-HR Timeline
SageView Advisory Group, LLC	769	$236K	0.01%	+46	13F-HR Timeline
BOSTON RESEARCH & MANAGEMENT INC	768	$236K	0.06%	0	13F-HR/A Timeline
Lakeshore Capital Group, Inc.	767	$235K	0.23%	0	13F-HR Timeline
Pallas Capital Advisors LLC	767	$235K	0.01%	+32	13F-HR Timeline
Lewis Asset Management, LLC	761	$233K	0.19%	-24	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	760	$233K	0.03%	-14	13F-HR Timeline
Holistic Financial Partners	760	$233K	0.11%	0	13F-HR Timeline
Highview Capital Management LLC/DE/	760	$233K	0.1%	-503	13F-HR Timeline
Rialto Wealth Management, LLC	754	$231K	0.07%	0	13F-HR Timeline
KDK Private Wealth Management, LLC	753	$231K	0.26%	0	13F-HR Timeline
Alta Wealth Advisors LLC	752	$231K	0.11%	+121	13F-HR Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp	750	$230K	0.01%	0	13F-HR Timeline Group
Beaird Harris Wealth Management, LLC	750	$230K	0.02%	+158	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	749	$230K	0.04%	0	13F-HR Timeline
One Capital Management, LLC	741	$227K	0.01%	+28	13F-HR Timeline
Parkworth Wealth Management, Inc.	741	$227K	0.18%	+2	13F-HR Timeline
ALLIUM FINANCIAL ADVISORS, LLC	732	$225K	0.2%		13F-HR Timeline
King Wealth Management Group	731	$224K	0.03%	-58	13F-HR Timeline
WealthCollab, LLC	730	$224K	0.14%	0	13F-HR Timeline
BEARING POINT CAPITAL, LLC	730	$224K	0.05%	0	13F-HR Timeline
MTM Investment Management, LLC	726	$223K	0.09%	+2	13F-HR Timeline
Sigma Planning Corp	727	$223K	0.01%	+27	13F-HR Timeline
TFR Capital, LLC.	725	$222K	0.09%	0	13F-HR Timeline
Faithward Advisors, LLC	724	$222K	0.04%	0	13F-HR Timeline
BOSTON FAMILY OFFICE LLC	725	$222K	0.02%	0	13F-HR Timeline
WEALTH EFFECTS LLC	723	$222K	0.09%	0	13F-HR Timeline
MATRIX ASSET ADVISORS INC/NY	722	$222K	0.02%	0	13F-HR Timeline
Financial Connections Group, Inc.	722	$221K	0.1%	+140	13F-HR Timeline
Bigelow Investment Advisors, LLC	720	$221K	0.1%	0	13F-HR Timeline
EPG Wealth Management LLC	720	$221K	0.06%	-49	13F-HR Timeline
Intellus Advisors LLC	720	$221K	0.04%	0	13F-HR Timeline
BINGHAM PRIVATE WEALTH, LLC	719	$221K	0.23%	0	13F-HR Timeline
GEM Asset Management, LLC	716	$220K	0.12%	new	13F-HR Timeline
Athena Investment Management	718	$220K	0.13%	0	13F-HR Timeline
Carmel Capital Partners, LLC	717	$220K	0.09%	0	13F-HR Timeline
Capital Management Associates, Inc	716	$220K	0.05%	new	13F-HR Timeline
Rollins Financial Advisors, LLC	713	$219K	0.04%	-66	13F-HR/A Timeline
Private Capital Management, LLC	708	$217K	0.02%	0	13F-HR Timeline
Evolution Wealth Advisors, LLC	704	$216K	0.04%	0	13F-HR Timeline
Aspect Partners, LLC	702	$215K	0.12%	0	13F-HR Timeline
STATE STREET CORPin group STATE STREET CORP	700	$215K	<0.01%	0	13F-HR Timeline Group
Kapstone Financial Advisors LLC	700	$215K	0.12%	0	13F-HR Timeline
Quadcap Wealth Management, LLC	696	$213K	0.03%	0	13F-HR Timeline
626 Financial, LLC	691	$212K	0.11%	0	13F-HR Timeline
Fielder Capital Group LLC	690	$212K	0.06%	0	13F-HR Timeline
Crumly & Associates Inc.	686	$210K	0.06%	0	13F-HR Timeline
Timonier Family Office, LTD.	685	$210K	0.09%	0	13F-HR Timeline
Summit Place Financial Advisors, LLC	682	$209K	0.12%	0	13F-HR Timeline
WATERSHED PRIVATE WEALTH LLC	682	$209K	0.08%	-23	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	710	$209K	0.1%	new	13F-HR Timeline
Horan Securities, Inc.	679	$208K	0.08%	-22	13F-HR Timeline
Fortis Capital Management LLC	676	$207K	0.04%	+2	13F-HR Timeline
NovaPoint Capital, LLC	675	$207K	0.06%	0	13F-HR Timeline
Pflug Koory, LLC	674	$207K	0.12%	0	13F-HR Timeline
Windsor Capital Management, LLC	673	$206K	0.06%	-26	13F-HR Timeline
Composition Wealth, LLC	671	$206K	<0.01%	new	13F-HR Timeline
Blue Oak Capital, LLC	669	$205K	0.11%	-1,238	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	667	$205K	0.01%	-390	13F-HR Timeline Group
AFFINITY WEALTH MANAGEMENT LLC	665	$204K	0.04%	0	13F-HR Timeline
360 Financial, Inc.	664	$204K	0.07%	-65	13F-HR Timeline
Bond & Devick Financial Network, Inc.	663	$203K	0.07%	0	13F-HR Timeline
WEALTHGARDEN F.S. LLC	663	$203K	0.2%	new	13F-HR Timeline
Watts Gwilliam & Co., LLC	662	$203K	0.04%	new	13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	661	$203K	0.06%	-256	13F-HR Timeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC	661	$203K	0.05%	new	13F-HR Timeline Group
IPG Investment Advisors LLC	660	$202K	0.05%	-95	13F-HR Timeline
Silicon Valley Capital Partners	662	$202K	0.03%	+2	13F-HR Timeline
LexAurum Advisors, LLC	657	$202K	0.04%	-1	13F-HR Timeline
RMR Capital Management, LLC	654	$201K	0.14%	0	13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	654	$201K	0.15%	new	13F-HR Timeline Group
Clear Creek Financial Management, LLC	653	$200K	0.02%	new	13F-HR Timeline
Moors & Cabot, Inc.	653	$200K	0.01%	new	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	647	$198K	0.04%		13F-HR Timeline Group
NWK Group, Inc.	640	$196K	0.09%	0	13F-HR Timeline
LOGAN CAPITAL MANAGEMENT INC	631	$194K	0.01%	0	13F-HR Timeline
Prestige Wealth Management Group LLC	625	$192K	0.04%	-154	13F-HR/A Timeline
Founders Capital Management	618	$190K	0.12%	0	13F-HR Timeline
Hemington Wealth Management	583	$178K	0.03%	0	13F-HR Timeline
N.E.W. Advisory Services LLC	571	$175K	0.01%	new	13F-HR Timeline
Northwest Capital Management Inc	550	$169K	0.07%	+2	13F-HR Timeline
Blume Capital Management, Inc.	550	$169K	0.04%	0	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	547	$168K	0.05%	0	13F-HR Timeline
TRUST CO OF VERMONT	543	$167K	0.01%	+17	13F-HR Timeline
SIMA Wealth Partners, LLC	539	$165K	0.14%	0	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	528	$162K	0.05%	-68	13F-HR Timeline Group
City State Bank	525	$161K	0.05%	0	13F-HR Timeline
Copia Wealth Management	523	$160K	0.15%	0	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	522	$160K	0.01%	-48	13F-HR Timeline
First Pacific Financial	505	$155K	0.03%	-11	13F-HR Timeline
Trifecta Capital Advisors, LLC	500	$153K	0.03%	0	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	485	$149K	<0.01%	+64	13F-HR Timeline Group
HARBOUR INVESTMENTS, INC.	481	$147K	<0.01%	-52	13F-HR Timeline
Millstone Evans Group, LLC	478	$147K	0.1%	+387	13F-HR Timeline
GAMMA Investing LLC	452	$139K	0.01%	0	13F-HR/A Timeline
PFG Private Wealth Management, LLC	451	$138K	0.07%	+17	13F-HR Timeline