IWB ISHARES TR

ETF (fund)

1,408 managers (1,423 13F filers) reported a position in IWB shares at 2025-09-30, 98,454,387 shares in all. 83 filers opened a position and 38 filers sold out during the quarter.

Managers: 1,408
13F filers: 1,423
New: 83
Added: 379
Reduced: 498
Sold out: 38
Shares held by filers: 98,454,387

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
UPTICK PARTNERS, LLC	1,079	$394K	0.1%	-9	13F-HR Timeline
Aureus Asset Management, LLC	1,078	$394K	0.03%	0	13F-HR Timeline
FORTRESS FINANCIAL GROUP, LLC	1,064	$389K	0.3%	-6	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	1,062	$388K	0.01%	+3	13F-HR Timeline
ENCOMPASS WEALTH ADVISORS, LLC	1,060	$387K	0.13%	0	13F-HR Timeline
Wernau Asset Management Inc.	1,060	$387K	0.4%	0	13F-HR Timeline
Silver Oak Advisory Group, Inc.	1,061	$387K	0.18%	0	13F-HR Timeline
Madison Wealth Partners, Inc	1,057	$386K	0.08%	0	13F-HR Timeline
Investmark Advisory Group LLC	1,054	$385K	0.17%	+8	13F-HR Timeline
EWG Elevate Inc.	1,053	$385K	0.12%	+2	13F-HR Timeline
Keystone Wealth Services, LLC	1,050	$384K	0.08%	+1	13F-HR Timeline
Strategent Financial, LLC	1,049	$383K	0.27%	0	13F-HR Timeline
Rockport Wealth LLC	1,048	$383K	0.08%	0	13F-HR Timeline
Frederick Financial Consultants, LLC	1,041	$380K	0.21%	0	13F-HR Timeline
FOSTER & MOTLEY INC	1,036	$379K	0.02%	0	13F-HR Timeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …	1,033	$378K	<0.01%	0	13F-HR Timeline Group
Unified Investment Management	1,033	$378K	0.38%	0	13F-HR Timeline
Lee, Kelleher & Klein Wealth Management	1,022	$374K	0.23%	0	13F-HR Timeline
Avantax Planning Partners, Inc.	1,021	$373K	0.01%	0	13F-HR Timeline
Sowell Financial Services LLC	1,015	$371K	0.01%	-934	13F-HR Timeline
Investors Research Corp	1,013	$370K	0.07%	-5,140	13F-HR Timeline
Bridgewater Advisors Inc.	1,005	$369K	0.03%	0	13F-HR Timeline
Abundance Wealth Counselors	1,007	$368K	0.06%	-67	13F-HR Timeline
SAXON INTERESTS, INC.	1,033	$366K	0.14%	0	13F-HR Timeline
ADVOCATE GROUP LLC	1,000	$365K	0.06%	0	13F-HR Timeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …	1,000	$365K	0.05%	0	13F-HR Timeline
Columbia Bank	997	$364K	0.1%	-528	13F-HR Timeline
ADELL HARRIMAN & CARPENTER INC	993	$363K	0.02%	0	13F-HR Timeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC	989	$361K	0.17%	+3	13F-HR Timeline
FFT WEALTH MANAGEMENT LLC	983	$359K	0.07%	+1	13F-HR Timeline
WBH ADVISORY INC	979	$358K	0.03%	-3	13F-HR Timeline
HOWARD WEALTH MANAGEMENT, LLC	978	$358K	0.16%	+1	13F-HR Timeline
Cardinal Point Capital Management ULC	981	$357K	0.02%	-323	13F-HR Timeline
S.A. Mason LLC	975	$356K	0.16%	0	13F-HR Timeline
Range Financial Group LLC	974	$356K	0.13%	0	13F-HR Timeline
NovaPoint Capital, LLC	967	$353K	0.09%	new	13F-HR Timeline
Tenon Financial LLC	966	$353K	0.18%	0	13F-HR Timeline
Gibson Capital, LLC	958	$350K	0.06%	0	13F-HR Timeline
Fulcrum Capital LLC	957	$350K	0.07%	0	13F-HR Timeline
Squarepoint Ops LLCin group Squarepoint Ops LLC	955	$349K	<0.01%	new	13F-HR Timeline Group
Gibbs Wealth Management	953	$348K	0.08%	-37	13F-HR Timeline
Reynders McVeigh Capital Management, LLC	952	$348K	0.02%	-150	13F-HR Timeline
Glass Jacobson Investment Advisors llc	952	$348K	0.13%	+51	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	951	$348K	0.04%	-273	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	950	$347K	0.03%	0	13F-HR Timeline
New Republic Capital, LLC	949	$347K	0.11%	0	13F-HR Timeline
McAdam, LLC	942	$344K	0.02%	0	13F-HR Timeline
Cyndeo Wealth Partners, LLC	938	$343K	0.02%	-1	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	935	$342K	0.02%	0	13F-HR Timeline Group
AFT, FORSYTH & COMPANY, INC.	931	$340K	0.16%	-13	13F-HR Timeline
Bristlecone Advisors, LLC	930	$340K	0.03%	0	13F-HR Timeline
Advus Financial Partners, LLC	927	$339K	0.13%	-38	13F-HR/A Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…	927	$339K	0.01%	-7	13F-HR Timeline Group
ROTHSCHILD INVESTMENT LLC	921	$337K	0.02%	-3	13F-HR Timeline
TOWNSQUARE CAPITAL LLC	919	$336K	0.05%	new	13F-HR Timeline
Bedel Financial Consulting, Inc.	917	$335K	0.04%	0	13F-HR Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\	914	$334K	<0.01%	-18	13F-HR Timeline Group
ODonnell Financial Services, LLC	914	$334K	0.12%	-101	13F-HR Timeline
Revolve Wealth Partners, LLC	914	$334K	0.04%	-315	13F-HR Timeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…	903	$330K	0.1%	0	13F-HR Timeline
AMJ Financial Wealth Management	903	$330K	0.08%	0	13F-HR Timeline
Advisory Alpha, LLC	895	$329K	0.01%	+68	13F-HR Timeline
Centurion Wealth Management LLC	898	$328K	0.07%	+26	13F-HR Timeline
WestEnd Advisors, LLC	897	$328K	0.01%	-287	13F-HR Timeline
Embree Financial Group	895	$327K	0.04%	0	13F-HR Timeline
High Falls Advisors, Inc	893	$326K	0.07%	0	13F-HR Timeline
Parkwoods Wealth Partners, LLC	891	$326K	0.11%	-101	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	889	$325K	0.02%	+269	13F-HR Timeline
KEB ASSET MANAGEMENT, LLC	888	$325K	0.07%	0	13F-HR Timeline
CAPITAL ADVISORS INC/OK	888	$324K	0.01%	-122	13F-HR Timeline
Accretive Wealth Partners, LLC	883	$323K	0.1%	0	13F-HR Timeline
CALTON & ASSOCIATES, INC.	876	$320K	0.05%	+1	13F-HR Timeline
ROCKLAND TRUST CO	871	$318K	0.01%	new	13F-HR Timeline
MidAtlantic Capital Management, Inc.	869	$318K	0.22%	0	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	867	$317K	0.01%	0	13F-HR Timeline
SAGE RHINO CAPITAL LLC	866	$317K	0.06%	-2	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	863	$315K	0.02%	0	13F-HR Timeline
LaSalle St. Investment Advisors, LLC	856	$313K	0.06%	+253	13F-HR Timeline
Financial Alternatives, Inc	851	$311K	0.19%	0	13F-HR Timeline
IAMS WEALTH MANAGEMENT, LLC	848	$310K	0.12%	-711	13F-HR Timeline
KINGSWOOD WEALTH ADVISORS, LLC	844	$308K	0.02%	-1	13F-HR Timeline
Symphony Financial, Ltd. Co.	843	$308K	0.04%	new	13F-HR Timeline
Werba Rubin Papier Wealth Management	844	$308K	0.05%	+3	13F-HR Timeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…	843	$308K	0.03%	new	13F-HR Timeline Group
Edge Financial Advisors LLC	842	$308K	0.14%	0	13F-HR Timeline
Covenant Partners, LLC	839	$307K	0.09%	0	13F-HR Timeline
Principle Wealth Partners LLC	837	$306K	0.02%	-17	13F-HR Timeline
RAM Investment Partners, LLC	836	$306K	0.06%	0	13F-HR Timeline
Allred Capital Management, LLC	835	$305K	0.11%	0	13F-HR Timeline
Wealth Advisors of Iowa, LLC	832	$304K	0.1%	0	13F-HR Timeline
Arete Wealth Advisors, LLC	826	$302K	0.02%	-1	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	822	$300K	0.02%	0	13F-HR Timeline Group
Greenhouse Wealth Management, LLC	821	$300K	0.18%	-7	13F-HR Timeline
Abound Wealth Management	817	$298K	0.07%	-3	13F-HR Timeline
Oak Wealth Advisors LLC	814	$298K	0.17%	0	13F-HR Timeline
BlueChip Wealth Advisors LLC	812	$297K	0.13%	0	13F-HR Timeline
Advyzon Investment Management, LLC	811	$296K	0.05%	new	13F-HR Timeline
Kapstone Financial Advisors LLC	810	$296K	0.14%	+110	13F-HR Timeline
Kelly Financial Services LLC	808	$295K	0.08%	-96	13F-HR Timeline
Beacon Harbor Wealth Advisors, Inc.	807	$295K	0.07%	0	13F-HR Timeline
HUTCHINSON CAPITAL MANAGEMENT/CA	806	$295K	0.05%	0	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	801	$293K	0.01%	-84	13F-HR Timeline
IPG Investment Advisors LLC	800	$292K	0.05%	-75	13F-HR Timeline
Iowa State Bank	800	$292K	0.06%	0	13F-HR Timeline
Berkeley Capital Partners, LLC	800	$292K	0.07%	-180	13F-HR Timeline
MELFA WEALTH MANAGEMENT, INC.	800	$292K	0.17%	0	13F-HR Timeline
NWAM LLC	793	$292K	0.02%	-1	13F-HR/A Timeline
Faithward Advisors, LLC	799	$292K	0.04%	+2	13F-HR Timeline
ISTHMUS PARTNERS, LLC	795	$291K	0.06%	0	13F-HR Timeline
BUILDER INVESTMENT GROUP INC /ADV	793	$290K	0.07%	0	13F-HR Timeline
MARQUETTE ASSOCIATES, INC.	792	$289K	0.35%	0	13F-HR Timeline
Stone Summit Wealth LLC	788	$288K	0.08%	0	13F-HR Timeline
MBL Wealth, LLC	787	$288K	0.03%	0	13F-HR Timeline
One Charles Private Wealth Services, LLC	783	$286K	0.08%	-25	13F-HR Timeline
LANARK FINANCIAL, INC.	783	$286K	0.02%	0	13F-HR Timeline
QUEST INVESTMENT MANAGEMENT LLC	782	$286K	0.03%	+57	13F-HR Timeline
Family Office Research LLC	773	$283K	0.12%	+1	13F-HR Timeline
BOSTON RESEARCH & MANAGEMENT INC	768	$281K	0.06%	0	13F-HR/A Timeline
Lewis Asset Management, LLC	763	$279K	0.11%	+1	13F-HR Timeline
Coppell Advisory Solutions LLC	764	$278K	0.03%	new	13F-HR Timeline
Millington Financial Advisors, LLC	764	$278K	0.13%	+114	13F-HR Timeline
Holistic Financial Partners	760	$278K	0.11%	0	13F-HR Timeline
Highview Capital Management LLC/DE/	760	$278K	0.1%	0	13F-HR Timeline
SageView Advisory Group, LLC	759	$277K	0.01%	0	13F-HR Timeline
Quent Capital, LLC	756	$276K	0.02%	new	13F-HR Timeline
Pacific Asset Management, LLC	755	$276K	0.19%	new	13F-HR Timeline
Rialto Wealth Management, LLC	754	$276K	0.07%	0	13F-HR Timeline
KDK Private Wealth Management, LLC	754	$275K	0.28%	0	13F-HR Timeline
MATRIX ASSET ADVISORS INC/NY	751	$275K	0.03%	+29	13F-HR Timeline
Missouri Trust & Investment Co	750	$274K	0.08%	0	13F-HR Timeline
Goldstone Financial Group, LLC	750	$274K	0.03%	0	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	749	$274K	0.04%	0	13F-HR Timeline
Sigma Planning Corp	749	$274K	0.01%	+45	13F-HR Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …	748	$273K	0.05%	0	13F-HR Timeline Group
Balboa Wealth Partners	745	$272K	0.05%	0	13F-HR Timeline
Purkiss Capital Advisors LLC	733	$268K	0.13%	-14	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	731	$267K	0.03%	-19	13F-HR Timeline
WealthCollab, LLC	730	$267K	0.12%	0	13F-HR Timeline
BEARING POINT CAPITAL, LLC	730	$267K	0.05%	0	13F-HR Timeline
JACOBSON & SCHMITT ADVISORS, LLC	727	$266K	0.05%	new	13F-HR Timeline
New Century Financial Group, LLC	727	$266K	0.47%	-52	13F-HR Timeline
BOSTON FAMILY OFFICE LLC	725	$265K	0.02%	0	13F-HR Timeline
TFR Capital, LLC.	725	$265K	0.09%	0	13F-HR Timeline
Wealth Dimensions Group, Ltd.	724	$265K	0.05%	0	13F-HR Timeline
MTM Investment Management, LLC	724	$265K	0.08%	-3	13F-HR Timeline
WEALTH EFFECTS LLC	723	$264K	0.08%	0	13F-HR Timeline
Bigelow Investment Advisors, LLC	720	$263K	0.11%	0	13F-HR Timeline
EPG Wealth Management LLC	720	$263K	0.07%	0	13F-HR Timeline
Rydar Equities, Inc.	717	$263K	0.21%	+2	13F-HR Timeline
GEM Asset Management, LLC	716	$263K	0.12%	0	13F-HR Timeline
Financial Connections Group, Inc.	722	$263K	0.1%	0	13F-HR Timeline
Carmel Capital Partners, LLC	717	$262K	0.11%	0	13F-HR Timeline
Athena Investment Management	712	$260K	0.14%	0	13F-HR Timeline
Private Capital Management, LLC	708	$259K	0.02%	0	13F-HR Timeline
TBH Global Asset Management, LLC	708	$259K	0.05%	new	13F-HR Timeline
Evolution Wealth Advisors, LLC	704	$257K	0.03%	0	13F-HR Timeline
Aspect Partners, LLC	702	$257K	0.12%	0	13F-HR Timeline
King Wealth Management Group	701	$256K	0.03%	-30	13F-HR Timeline
STATE STREET CORPin group STATE STREET CORP	700	$256K	<0.01%	0	13F-HR Timeline Group
True Link Financial Advisors, LLC	700	$256K	0.02%	+6	13F-HR Timeline
HORAN Wealth, LLC	697	$255K	0.04%	new	13F-HR Timeline
Quadcap Wealth Management, LLC	696	$254K	0.03%	0	13F-HR Timeline
PRAIRIEVIEW WEALTH PARTNERS, LLC	692	$253K	0.24%	0	13F-HR Timeline
626 Financial, LLC	691	$253K	0.11%	0	13F-HR Timeline
Fielder Capital Group LLC	690	$252K	0.06%	0	13F-HR Timeline
XY Planning Network, Inc.	742	$252K	0.09%	0	13F-HR Timeline
WEALTHGARDEN F.S. LLC	683	$252K	0.18%	0	13F-HR Timeline
Snowden Capital Advisors LLC	688	$252K	0.01%	+6	13F-HR Timeline
Intellus Advisors LLC	688	$251K	0.03%	0	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	687	$251K	0.01%	0	13F-HR Timeline Group
TRUST CO OF VERMONT	687	$251K	0.01%	0	13F-HR Timeline
Timonier Family Office, LTD.	685	$250K	0.08%	0	13F-HR Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…	682	$249K	0.02%	+65	13F-HR Timeline Group
Summit Place Financial Advisors, LLC	682	$249K	0.12%	0	13F-HR Timeline
Fortis Capital Management LLC	679	$248K	0.03%	+1	13F-HR Timeline
SIMPLEX TRADING, LLC	681	$248K	0.01%	0	13F-HR Timeline
New England Professional Planning Group…	678	$248K	0.11%	-102	13F-HR Timeline
RFG - Bristol Wealth Advisors, LLC	675	$247K	0.07%	-228	13F-HR Timeline
Howard Capital Management, LLC	675	$247K	<0.01%	new	13F-HR Timeline
Pflug Koory, LLC	674	$246K	0.12%	0	13F-HR Timeline
Olde Wealth Management, LLC	657	$245K	0.08%		13F-HR Timeline
Silicon Valley Capital Partners	665	$243K	0.02%	+1	13F-HR Timeline
AFFINITY WEALTH MANAGEMENT LLC	665	$243K	0.04%	0	13F-HR Timeline
Bond & Devick Financial Network, Inc.	663	$242K	0.07%	0	13F-HR Timeline
Watts Gwilliam & Co., LLC	663	$242K	0.04%	+1	13F-HR Timeline
Petix & Botte Co	658	$240K	0.06%	0	13F-HR Timeline
LexAurum Advisors, LLC	657	$240K	0.03%	0	13F-HR Timeline
ELEVATION POINT WEALTH PARTNERS, LLC	654	$239K	0.02%	new	13F-HR Timeline
RMR Capital Management, LLC	654	$239K	0.17%	0	13F-HR Timeline
Rathbones Group PLC	653	$239K	<0.01%	0	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	653	$239K	0.08%	+5	13F-HR Timeline
INTEGRAL INVESTMENT ADVISORS, INC.	652	$238K	0.06%	new	13F-HR Timeline
UNITED BANK	650	$238K	0.03%	0	13F-HR Timeline
Triad Wealth Partners, LLC	648	$237K	0.03%	new	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	647	$236K	0.05%		13F-HR Timeline Group
Disciplined Investments, LLC	645	$236K	0.09%	0	13F-HR Timeline
GOULD ASSET MANAGEMENT LLC /CA/	644	$235K	0.04%	0	13F-HR Timeline
Seneschal Advisors, LLC	643	$235K	0.17%	0	13F-HR Timeline
NWK Group, Inc.	640	$234K	0.08%	0	13F-HR Timeline
IFG Advisory, LLC	639	$234K	0.01%	+1	13F-HR Timeline