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Disclosery

IWB ISHARES TR

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ETF (fund)

1,381 managers (1,396 13F filers) reported a position in IWB shares at 2025-06-30, 97,276,497 shares in all. 110 filers opened a position and 54 filers sold out during the quarter.

Managers
1,381
13F filers
1,396
New
110
Added
425
Reduced
442
Sold out
54
Shares held by filers
97,276,497

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Venture Visionary Partners LLC1,121$381K0.01%013F-HRTimeline
NORDEN GROUP LLC1,113$378K0.04%013F-HRTimeline
Meridian Wealth Partners, LLC1,111$377K0.05%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,107$376K0.24%013F-HRTimeline
Chesapeake Wealth Management1,107$376K0.13%013F-HRTimeline
Smith Anglin Financial, LLC1,106$375K0.03%+17713F-HRTimeline
Cherry Tree Wealth Management, LLC1,102$374K0.09%013F-HRTimeline
Reynders McVeigh Capital Management, LLC1,102$374K0.02%-9213F-HRTimeline
Anchor Investment Management, LLC1,101$374K0.03%-913F-HRTimeline
Washington Trust Bank1,095$372K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PBMares Wealth Management LLC1,092$371K0.07%013F-HRTimeline
UPTICK PARTNERS, LLC1,088$370K0.11%+8813F-HRTimeline
Drake & Associates, LLC1,083$368K0.09%013F-HRTimeline
Main Street Financial Solutions, LLC1,081$367K0.03%new13F-HRTimeline
Aureus Asset Management, LLC1,078$366K0.02%-6113F-HRTimeline
Abundance Wealth Counselors1,074$365K0.07%-2113F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC1,070$363K0.31%013F-HRTimeline
Silver Oak Advisory Group, Inc.1,061$360K0.17%013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,060$360K0.13%-1513F-HRTimeline
Wernau Asset Management Inc.1,060$360K0.41%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,059$360K0.01%+22313F-HRTimeline
Madison Wealth Partners, Inc1,057$359K0.08%+213F-HRTimeline
EWG Elevate Inc.1,051$357K0.11%013F-HRTimeline
Legacy Wealth Management, LLC / MS1,050$357K0.11%013F-HRTimeline
Strategent Financial, LLC1,049$356K0.28%new13F-HRTimeline
Keystone Wealth Services, LLC1,049$356K0.09%+113F-HRTimeline
FORTE CAPITAL LLC /ADV1,048$356K0.04%-2013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,048$356K0.01%new13F-HRTimelineGroup
Rockport Wealth LLC1,048$356K0.08%new13F-HRTimeline
Investmark Advisory Group LLC1,046$355K0.17%-613F-HRTimeline
Frederick Financial Consultants, LLC1,041$353K0.22%013F-HRTimeline
FOSTER & MOTLEY INC1,036$352K0.02%-413F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,033$351K<0.01%+3513F-HR/ATimelineGroup
Unified Investment Management1,033$351K0.38%013F-HRTimeline
Bridgewater Advisors Inc.1,005$351K0.03%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management1,022$347K0.23%-2113F-HRTimeline
Avantax Planning Partners, Inc.1,021$347K0.01%+9713F-HRTimeline
ODonnell Financial Services, LLC1,015$345K0.13%+10113F-HRTimeline
KCM INVESTMENT ADVISORS LLC1,012$344K0.01%013F-HRTimeline
CAPITAL ADVISORS INC/OK1,010$343K0.01%+6013F-HRTimeline
FFT WEALTH MANAGEMENT LLC982$341K0.07%+213F-HRTimeline
ADVOCATE GROUP LLC1,000$340K0.06%013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,000$340K0.05%013F-HRTimeline
Crescent Grove Advisors, LLC994$338K0.03%013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC993$337K0.02%new13F-HRTimeline
Parkwoods Wealth Partners, LLC992$337K0.19%new13F-HRTimeline
Gibbs Wealth Management990$336K0.06%-23313F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC986$335K0.18%+213F-HRTimeline
WBH ADVISORY INC982$333K0.03%new13F-HRTimeline
Berkeley Capital Partners, LLC980$333K0.08%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC977$332K0.17%-113F-HRTimeline
S.A. Mason LLC975$331K0.16%013F-HRTimeline
Range Financial Group LLC974$331K0.13%013F-HRTimeline
Tenon Financial LLC966$328K0.14%013F-HRTimeline
Advus Financial Partners, LLC965$328K0.13%+3813F-HR/ATimeline
Gibson Capital, LLC958$325K0.06%013F-HRTimeline
Fulcrum Capital LLC957$325K0.07%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN950$323K0.03%013F-HRTimeline
Mosaic Advisors LLC950$323K0.47%new13F-HRTimeline
New Republic Capital, LLC949$322K0.11%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.944$321K0.16%+213F-HRTimeline
McAdam, LLC942$320K0.02%-613F-HRTimeline
Cyndeo Wealth Partners, LLC939$319K0.02%+5713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.935$317K0.02%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…934$317K0.01%new13F-HRTimelineGroup
SAXON INTERESTS, INC.1,033$317K0.15%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\932$316K<0.01%-17413F-HRTimelineGroup
Bristlecone Advisors, LLC930$316K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC924$314K0.02%013F-HRTimeline
Bedel Financial Consulting, Inc.917$311K0.04%013F-HRTimeline
Clear Creek Financial Management, LLC915$311K0.03%+26213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC913$310K0.11%013F-HRTimeline
Kelly Financial Services LLC904$307K0.09%new13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC903$307K0.1%-8813F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…903$307K0.1%013F-HRTimeline
AMJ Financial Wealth Management903$307K0.08%013F-HRTimeline
Glass Jacobson Investment Advisors llc901$306K0.12%-10713F-HRTimeline
Embree Financial Group895$304K0.05%013F-HRTimeline
High Falls Advisors, Inc893$303K0.07%new13F-HRTimeline
KEB ASSET MANAGEMENT, LLC888$302K0.08%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co885$301K0.01%013F-HRTimeline
Accretive Wealth Partners, LLC883$300K0.1%013F-HRTimeline
Thrive Wealth Management, LLC876$297K0.05%-14313F-HRTimeline
IPG Investment Advisors LLC875$297K0.06%+21513F-HRTimeline
CALTON & ASSOCIATES, INC.875$297K0.05%013F-HRTimeline
Centurion Wealth Management LLC872$296K0.08%new13F-HRTimeline
Enterprise Bank & Trust Co871$296K0.11%013F-HRTimeline
MidAtlantic Capital Management, Inc.869$295K0.21%013F-HRTimeline
SAGE RHINO CAPITAL LLC868$295K0.06%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC867$294K0.01%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC863$293K0.02%013F-HRTimeline
Principle Wealth Partners LLC854$290K0.02%013F-HRTimeline
Financial Alternatives, Inc851$289K0.19%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC845$287K0.02%-113F-HRTimeline
Edge Financial Advisors LLC842$286K0.15%013F-HRTimeline
Werba Rubin Papier Wealth Management841$286K0.05%-4013F-HRTimeline
Covenant Partners, LLC839$285K0.09%013F-HRTimeline
RAM Investment Partners, LLC836$284K0.06%013F-HRTimeline
Traynor Capital Management, Inc.836$284K0.02%013F-HRTimeline
Allred Capital Management, LLC835$284K0.11%013F-HRTimeline
Wealth Advisors of Iowa, LLC832$282K0.11%013F-HRTimeline
Greenhouse Wealth Management, LLC828$281K0.18%+113F-HRTimeline
Arete Wealth Advisors, LLC827$281K0.02%-52413F-HRTimeline
Advisory Alpha, LLC827$281K0.01%+613F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT822$279K0.02%013F-HRTimelineGroup
Abound Wealth Management820$278K0.08%+113F-HRTimeline
Oak Wealth Advisors LLC814$276K0.18%new13F-HRTimeline
NWAM LLC794$276K0.02%-2213F-HR/ATimeline
BlueChip Wealth Advisors LLC812$276K0.12%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP810$275K0.01%013F-HRTimeline
One Charles Private Wealth Services, LLC808$274K0.08%013F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.807$274K0.07%013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA806$274K0.05%013F-HRTimeline
Iowa State Bank800$272K0.05%013F-HRTimeline
Amplius Wealth Advisors, LLC800$272K0.03%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.800$272K0.17%013F-HRTimeline
Faithward Advisors, LLC797$271K0.04%+7313F-HRTimeline
ISTHMUS PARTNERS, LLC795$270K0.03%013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV793$269K0.07%013F-HRTimeline
MARQUETTE ASSOCIATES, INC.792$269K0.26%013F-HRTimeline
Stone Summit Wealth LLC788$268K0.08%013F-HRTimeline
MBL Wealth, LLC787$267K0.03%-3213F-HRTimeline
INGALLS & SNYDER LLC786$267K0.01%013F-HRTimeline
SageView Advisory Group, LLC759$265K0.01%-1013F-HRTimeline
LANARK FINANCIAL, INC.783$265K0.02%-6713F-HRTimeline
New England Professional Planning Group…780$265K0.12%013F-HRTimeline
New Century Financial Group, LLC779$265K0.31%new13F-HRTimeline
Family Office Research LLC772$262K0.12%+113F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC768$261K0.06%013F-HR/ATimeline
Headlands Technologies LLC765$260K0.03%-9513F-HRTimeline
Lewis Asset Management, LLC762$259K0.12%+113F-HRTimeline
Holistic Financial Partners760$258K0.11%013F-HRTimeline
Highview Capital Management LLC/DE/760$258K0.1%013F-HRTimeline
Goldstone Financial Group, LLC750$258K0.03%new13F-HRTimeline
Rialto Wealth Management, LLC754$256K0.07%013F-HRTimeline
KDK Private Wealth Management, LLC754$256K0.27%+113F-HRTimeline
Redhawk Wealth Advisors, Inc.750$255K0.03%-1013F-HRTimeline
Missouri Trust & Investment Co750$255K0.08%-30013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…749$254K0.04%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …748$254K0.05%-9213F-HRTimelineGroup
Purkiss Capital Advisors LLC747$254K0.14%new13F-HRTimeline
Balboa Wealth Partners745$253K0.05%new13F-HRTimeline
Parkworth Wealth Management, Inc.742$252K0.18%+113F-HRTimeline
XY Planning Network, Inc.742$252K0.09%new13F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC732$249K0.22%013F-HR/ATimeline
King Wealth Management Group731$248K0.03%013F-HRTimeline
WealthCollab, LLC730$248K0.14%013F-HRTimeline
BEARING POINT CAPITAL, LLC730$248K0.05%013F-HRTimeline
MTM Investment Management, LLC727$247K0.08%+113F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC725$246K0.03%-15013F-HRTimeline
TFR Capital, LLC.725$246K0.09%013F-HR/ATimeline
BOSTON FAMILY OFFICE LLC725$246K0.02%013F-HRTimeline
Wealth Dimensions Group, Ltd.724$246K0.05%new13F-HRTimeline
Pallas Capital Advisors LLC724$246K0.01%-4313F-HRTimeline
WEALTH EFFECTS LLC723$246K0.09%013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY722$245K0.02%013F-HR/ATimeline
Financial Connections Group, Inc.722$245K0.1%013F-HRTimeline
Bigelow Investment Advisors, LLC720$244K0.11%013F-HRTimeline
EPG Wealth Management LLC720$244K0.07%013F-HRTimeline
GEM Asset Management, LLC716$244K0.13%013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC719$244K0.23%013F-HRTimeline
Carmel Capital Partners, LLC717$243K0.09%013F-HRTimeline
Rydar Equities, Inc.715$243K0.19%13F-HRTimeline
Rollins Financial Advisors, LLC713$242K0.04%013F-HRTimeline
Athena Investment Management712$242K0.14%-613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC710$241K0.06%+4913F-HRTimeline
Watts Gwilliam & Co., LLC662$241K0.04%013F-HRTimeline
Private Capital Management, LLC708$241K0.02%013F-HRTimeline
Evolution Wealth Advisors, LLC704$239K0.04%013F-HRTimeline
Sigma Planning Corp704$239K0.01%-2313F-HRTimeline
Aspect Partners, LLC702$238K0.12%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP700$238K<0.01%013F-HRTimelineGroup
Kapstone Financial Advisors LLC700$238K0.12%013F-HRTimeline
WEALTHGARDEN F.S. LLC683$237K0.2%+2013F-HRTimeline
Quadcap Wealth Management, LLC696$236K0.03%013F-HRTimeline
Horan Securities, Inc.696$236K0.08%+1713F-HRTimeline
True Link Financial Advisors, LLC694$236K0.02%-60013F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC692$235K0.24%new13F-HRTimeline
626 Financial, LLC691$235K0.11%013F-HR/ATimeline
Fielder Capital Group LLC690$234K0.06%013F-HRTimeline
Intellus Advisors LLC688$234K0.03%-3213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC687$233K0.01%new13F-HRTimelineGroup
TRUST CO OF VERMONT687$233K0.01%+14413F-HRTimeline
Timonier Family Office, LTD.685$233K0.09%013F-HRTimeline
Snowden Capital Advisors LLC682$232K0.01%-43013F-HRTimeline
Summit Place Financial Advisors, LLC682$232K0.12%013F-HRTimeline
SIMPLEX TRADING, LLC681$231K0.01%new13F-HRTimeline
Fortis Capital Management LLC678$230K0.04%+213F-HRTimeline
Pflug Koory, LLC674$229K0.12%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC648$229K0.07%-6213F-HRTimeline
Windsor Capital Management, LLC673$229K0.07%013F-HRTimeline
Diversified Enterprises, LLC673$229K0.02%new13F-HRTimeline
BAILARD, INC.672$228K0.01%new13F-HRTimeline
Blue Oak Capital, LLC669$227K0.12%013F-HRTimeline
Millington Financial Advisors, LLC650$227K0.11%new13F-HRTimeline
My Legacy Advisors, LLC657$226K0.08%new13F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC665$226K0.04%013F-HRTimeline
360 Financial, Inc.664$225K0.07%013F-HRTimeline
Silicon Valley Capital Partners664$225K0.02%+213F-HRTimeline
Bond & Devick Financial Network, Inc.663$225K0.07%013F-HRTimeline