IWB ISHARES TR

ETF (fund)

1,484 managers (1,501 13F filers) reported a position in IWB shares at 2025-12-31, 101,085,544 shares in all. 75 filers opened a position and 57 filers sold out during the quarter.

Managers: 1,484
13F filers: 1,501
New: 75
Added: 411
Reduced: 499
Sold out: 57
Shares held by filers: 101,085,544

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
1ST SOURCE BANK	1,274	$476K	0.02%	-341	13F-HR Timeline
Abacus Planning Group, Inc.	1,269	$474K	0.06%	-133	13F-HR Timeline
Blue Trust, Inc.	1,264	$472K	0.01%	-56	13F-HR Timeline
UNION SAVINGS BANK	1,263	$472K	0.2%		13F-HR Timeline
Maple Capital Management, Inc.	1,262	$471K	0.03%	-27	13F-HR Timeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…	1,252	$468K	0.16%	-53	13F-HR Timeline Group
Triad Wealth Partners, LLC	1,252	$468K	0.04%	+604	13F-HR Timeline
Krilogy Financial LLC	1,230	$467K	0.02%	0	13F-HR Timeline
FIRST MANHATTAN CO. LLC.	1,249	$466K	<0.01%	-155	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	1,244	$465K	0.01%	+182	13F-HR Timeline
STABLEFORD CAPITAL II LLC	1,239	$463K	0.17%	new	13F-HR Timeline
JUNCTURE WEALTH STRATEGIES, LLC	1,234	$461K	0.15%	0	13F-HR Timeline
WEDBUSH SECURITIES INC	1,217	$454K	0.01%	+130	13F-HR Timeline
Independent Wealth Advisors LLC	1,216	$454K	0.47%		13F-HR Timeline
TWO SIGMA SECURITIES, LLC	1,209	$451K	0.06%	-17,448	13F-HR Timeline
Capital Advisors Wealth Management, LLC	1,208	$451K	0.06%	+54	13F-HR Timeline
Patton Albertson Miller Group, LLC	1,207	$451K	0.05%	-100	13F-HR Timeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.	1,204	$450K	0.02%	-17	13F-HR Timeline Group
Atlas Brown,Inc.	1,200	$448K	0.13%	-39	13F-HR Timeline
Creegan & Nassoura Financial Group, LLC	1,200	$448K	0.29%	0	13F-HR Timeline
V2 Financial group LLC	1,200	$448K	0.22%	0	13F-HR Timeline
W1M Asset Management Ltd	1,199	$448K	<0.01%	new	13F-HR Timeline
ROCKLAND TRUST CO	1,191	$445K	0.02%	+320	13F-HR Timeline
Generation Capital Management LLC	1,190	$444K	0.29%	0	13F-HR Timeline
TMB Capital Partners, LLC	1,183	$442K	0.15%		13F-HR Timeline
Embree Financial Group	1,181	$441K	0.05%	+286	13F-HR Timeline
Rothschild Capital Partners, LLC	1,176	$439K	0.1%	+3	13F-HR Timeline
LaSalle St. Investment Advisors, LLC	1,173	$438K	0.07%	+317	13F-HR Timeline
Imprint Wealth LLC	1,172	$438K	2.05%	-1,172	13F-HR Timeline
JPL Wealth Management, LLC	1,171	$437K	0.11%	-928	13F-HR Timeline
New Republic Capital, LLC	1,170	$437K	0.12%	+221	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	1,170	$437K	0.04%	0	13F-HR Timeline
WestEnd Advisors, LLC	1,168	$436K	0.01%	+271	13F-HR Timeline
Ridgeline Wealth, LLC	1,167	$436K	0.3%	-348	13F-HR Timeline
Interchange Capital Partners, LLC	1,166	$435K	0.08%	0	13F-HR Timeline
Wellspring Financial Advisors, LLC	1,162	$434K	0.03%	+3	13F-HR Timeline
Guardian Asset Advisors, LLC	1,152	$430K	0.22%	+3	13F-HR Timeline
Gilliland Jeter Wealth Management LLC	1,149	$429K	0.13%	-16	13F-HR Timeline
Red Door Wealth Management, LLC	1,147	$428K	0.04%	0	13F-HR Timeline
BURKE & HERBERT BANK & TRUST CO	1,136	$424K	0.12%	-1,271	13F-HR Timeline
LVW Advisors, LLC	1,127	$421K	0.04%	0	13F-HR Timeline
AVITY INVESTMENT MANAGEMENT INC.	1,113	$416K	0.03%	-1,650	13F-HR Timeline
Meridian Wealth Partners, LLC	1,111	$415K	0.06%	0	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	1,107	$414K	0.23%	0	13F-HR Timeline
Venture Visionary Partners LLC	1,106	$413K	0.01%	-15	13F-HR Timeline
Anchor Investment Management, LLC	1,104	$412K	0.03%	+1	13F-HR Timeline
Cherry Tree Wealth Management, LLC	1,102	$412K	0.09%	0	13F-HR Timeline
Baker Ellis Asset Management LLC	1,100	$411K	0.05%	0	13F-HR Timeline
Founders Financial Alliance, LLC	1,100	$411K	0.08%	-69	13F-HR Timeline
SkyOak Wealth, LLC	1,097	$410K	0.07%	-55	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	1,086	$406K	0.06%	+337	13F-HR Timeline
Washington Trust Bank	1,082	$404K	0.03%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Baring Financial LLC	1,081	$404K	0.25%	0	13F-HR Timeline
Drake & Associates, LLC	1,079	$403K	0.08%	0	13F-HR Timeline
Aureus Asset Management, LLC	1,078	$403K	0.03%	0	13F-HR Timeline
XY Planning Network, Inc.	1,073	$401K	0.07%	+331	13F-HR Timeline
Trek Financial, LLC	1,071	$400K	0.02%	new	13F-HR Timeline
CAPE COD FIVE CENTS SAVINGS BANK	1,271	$400K	0.04%	0	13F-HR Timeline
FORTRESS FINANCIAL GROUP, LLC	1,070	$399K	0.29%	+6	13F-HR Timeline
HARBOUR INVESTMENTS, INC.	1,070	$399K	0.01%	+495	13F-HR Timeline
Clark Asset Management, LLC	1,065	$398K	0.04%	-70	13F-HR Timeline
Wernau Asset Management Inc.	1,060	$396K	0.39%	0	13F-HR Timeline
Madison Wealth Partners, Inc	1,057	$395K	0.07%	0	13F-HR Timeline
Investmark Advisory Group LLC	1,052	$393K	0.17%	-2	13F-HR Timeline
Ignite Planners, LLC	1,036	$392K	0.06%	new	13F-HR Timeline
Strategent Financial, LLC	1,049	$392K	0.25%	0	13F-HR Timeline
Rockport Wealth LLC	1,048	$391K	0.08%	0	13F-HR Timeline
Astoria Strategic Wealth, Inc.	1,046	$391K	0.1%	-218	13F-HR Timeline
ENCOMPASS WEALTH ADVISORS, LLC	1,045	$390K	0.13%	-15	13F-HR Timeline
Frederick Financial Consultants, LLC	1,041	$389K	0.21%	0	13F-HR Timeline
FOSTER & MOTLEY INC	1,038	$388K	0.02%	+2	13F-HR Timeline
UPTICK PARTNERS, LLC	1,037	$387K	0.08%	-42	13F-HR Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …	1,036	$387K	0.06%	+288	13F-HR Timeline Group
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …	1,033	$386K	<0.01%	0	13F-HR Timeline Group
Unified Investment Management	1,033	$386K	0.39%	0	13F-HR Timeline
Keystone Wealth Services, LLC	1,033	$386K	0.08%	-17	13F-HR Timeline
Avantax Planning Partners, Inc.	1,021	$381K	0.01%	0	13F-HR Timeline
Bridgewater Advisors Inc.	1,005	$378K	0.02%	0	13F-HR Timeline
KCM INVESTMENT ADVISORS LLC	1,012	$378K	0.01%	-453	13F-HR Timeline
Foster Group, Inc.	1,012	$378K	0.01%	new	13F-HR Timeline
Abundance Wealth Counselors	1,007	$376K	0.06%	0	13F-HR Timeline
Chesapeake Wealth Management	1,000	$373K	0.11%	-101	13F-HR Timeline
ADVOCATE GROUP LLC	1,000	$373K	0.06%	0	13F-HR Timeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …	1,000	$373K	0.05%	0	13F-HR Timeline
Columbia Bank	997	$372K	0.1%	0	13F-HR Timeline
Lee, Kelleher & Klein Wealth Management	997	$372K	0.22%	-25	13F-HR Timeline
Madden Advisory Services, Inc.	996	$372K	0.15%	-234	13F-HR Timeline
Silver Oak Advisory Group, Inc.	994	$371K	0.17%	-67	13F-HR Timeline
ADELL HARRIMAN & CARPENTER INC	993	$371K	0.02%	0	13F-HR Timeline
ABSOLUTE CAPITAL MANAGEMENT, LLC	992	$370K	0.13%	-3,397	13F-HR Timeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC	992	$370K	0.17%	+3	13F-HR Timeline
E6 Portfolios, LLC	985	$368K	0.42%		13F-HR Timeline
FFT WEALTH MANAGEMENT LLC	985	$368K	0.07%	+2	13F-HR Timeline
WBH ADVISORY INC	979	$366K	0.03%	0	13F-HR Timeline
Cardinal Point Capital Management ULC	979	$366K	0.02%	-2	13F-HR Timeline
Sowell Financial Services LLC	975	$364K	0.01%	-40	13F-HR Timeline
S.A. Mason LLC	975	$364K	0.14%	0	13F-HR Timeline
Range Financial Group LLC	974	$364K	0.13%	0	13F-HR Timeline
Gibbs Wealth Management	953	$363K	0.09%	0	13F-HR Timeline
HOWARD WEALTH MANAGEMENT, LLC	969	$362K	0.16%	-9	13F-HR Timeline
Joseph Group Capital Management	967	$361K	0.09%	-232	13F-HR Timeline
Redwood Wealth Management Group, LLC	966	$361K	0.15%	-197	13F-HR Timeline
Tenon Financial LLC	966	$361K	0.15%	0	13F-HR Timeline
Gibson Capital, LLC	958	$358K	0.07%	0	13F-HR Timeline
Fulcrum Capital LLC	957	$357K	0.07%	0	13F-HR Timeline
Symphony Financial, Ltd. Co.	953	$356K	0.05%	+110	13F-HR Timeline
Glass Jacobson Investment Advisors llc	952	$356K	0.13%	0	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	944	$352K	0.02%	+55	13F-HR Timeline
Etesian Wealth Advisors, Inc.	940	$351K	0.11%	-301	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	935	$349K	0.02%	0	13F-HR Timeline Group
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\	934	$349K	<0.01%	+20	13F-HR Timeline Group
AFT, FORSYTH & COMPANY, INC.	934	$349K	0.15%	+3	13F-HR Timeline
PERSONAL CFO SOLUTIONS, LLC	931	$348K	0.06%	new	13F-HR Timeline
Advus Financial Partners, LLC	927	$346K	0.12%	0	13F-HR/A Timeline
High Falls Advisors, Inc	923	$345K	0.07%	+30	13F-HR Timeline
Orgel Wealth Management, LLC	923	$345K	0.01%	-1,984	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	921	$344K	0.02%	0	13F-HR Timeline
TOWNSQUARE CAPITAL LLC	919	$343K	0.08%	0	13F-HR Timeline
Bedel Financial Consulting, Inc.	917	$342K	0.04%	0	13F-HR Timeline
Sherman Wealth Management LLC	915	$342K	0.3%		13F-HR/A Timeline
ODonnell Financial Services, LLC	914	$341K	0.12%	0	13F-HR Timeline
WEALTHGARDEN F.S. LLC	898	$341K	0.22%	+215	13F-HR Timeline
55 North Private Wealth, LLC	910	$340K	0.09%		13F-HR Timeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…	903	$337K	0.1%	0	13F-HR Timeline
AMJ Financial Wealth Management	903	$337K	0.08%	0	13F-HR Timeline
Legacy Wealth Management, LLC / MS	900	$336K	0.09%	new	13F-HR Timeline
KINGSWOOD WEALTH ADVISORS, LLC	899	$336K	0.02%	+55	13F-HR Timeline
Thrive Wealth Management, LLC	897	$335K	0.05%	-289	13F-HR Timeline
SAXON INTERESTS, INC.	895	$334K	0.12%	-138	13F-HR Timeline
Parkwoods Wealth Partners, LLC	893	$333K	0.1%	+2	13F-HR Timeline
CAPITAL ADVISORS INC/OK	889	$332K	0.01%	+1	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	886	$331K	0.04%	-65	13F-HR Timeline
Accretive Wealth Partners, LLC	883	$330K	0.1%	0	13F-HR Timeline
LongView Wealth Management	864	$329K	0.08%	-239	13F-HR Timeline
VICTORY FINANCIAL GROUP, LLC	881	$329K	0.04%	+268	13F-HR Timeline
SmartHarvest Portfolios, LLC	879	$328K	0.11%		13F-HR Timeline
Reynders McVeigh Capital Management, LLC	877	$328K	0.02%	-75	13F-HR Timeline
Arsenal Capital Advisors LLC	876	$327K	0.23%		13F-HR Timeline
Centurion Wealth Management LLC	872	$326K	0.07%	-26	13F-HR Timeline
MidAtlantic Capital Management, Inc.	869	$325K	0.21%	0	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	867	$324K	0.01%	0	13F-HR Timeline
SAGE RHINO CAPITAL LLC	866	$323K	0.06%	0	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	863	$322K	0.02%	0	13F-HR Timeline
Financial Alternatives, Inc	851	$318K	0.18%	0	13F-HR Timeline
Werba Rubin Papier Wealth Management	846	$316K	0.09%	+2	13F-HR Timeline
Kelly Financial Services LLC	844	$315K	0.08%	+36	13F-HR Timeline
Edge Financial Advisors LLC	842	$314K	0.13%	0	13F-HR Timeline
Covenant Partners, LLC	839	$313K	0.09%	0	13F-HR Timeline
CALTON & ASSOCIATES, INC.	838	$313K	0.05%	-38	13F-HR Timeline
Principle Wealth Partners LLC	837	$313K	0.02%	0	13F-HR Timeline
RAM Investment Partners, LLC	836	$312K	0.06%	0	13F-HR Timeline
Allred Capital Management, LLC	835	$312K	0.11%	0	13F-HR Timeline
Wealth Advisors of Iowa, LLC	832	$311K	0.1%	0	13F-HR Timeline
Advisory Alpha, LLC	829	$310K	0.01%	-66	13F-HR Timeline
Greenhouse Wealth Management, LLC	823	$307K	0.18%	+2	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	822	$307K	0.02%	0	13F-HR Timeline Group
Abound Wealth Management	818	$305K	0.07%	+1	13F-HR Timeline
SHP Wealth Management	816	$305K	0.02%		13F-HR Timeline
Oak Wealth Advisors LLC	814	$304K	0.17%	0	13F-HR Timeline
LEGACY FINANCIAL GROUP, INC.	813	$304K	0.08%	new	13F-HR Timeline
BlueChip Wealth Advisors LLC	812	$303K	0.13%	0	13F-HR Timeline
Main Street Financial Solutions, LLC	810	$302K	0.02%	-1,007	13F-HR Timeline
Kapstone Financial Advisors LLC	810	$302K	0.15%	0	13F-HR Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…	810	$302K	0.01%	+128	13F-HR Timeline Group
Beacon Harbor Wealth Advisors, Inc.	807	$301K	0.07%	0	13F-HR Timeline
Blom & Howell Financial Planning, Inc.	807	$301K	0.3%		13F-HR Timeline
HUTCHINSON CAPITAL MANAGEMENT/CA	806	$301K	0.05%	0	13F-HR Timeline
Faithward Advisors, LLC	801	$299K	0.04%	+2	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	801	$299K	0.01%	0	13F-HR Timeline
Iowa State Bank	800	$299K	0.06%	0	13F-HR Timeline
MELFA WEALTH MANAGEMENT, INC.	800	$299K	0.17%	0	13F-HR Timeline
Linden Thomas Advisory Services, LLC	796	$297K	0.03%	new	13F-HR Timeline
ISTHMUS PARTNERS, LLC	795	$297K	0.03%	0	13F-HR Timeline
BUILDER INVESTMENT GROUP INC /ADV	793	$296K	0.06%	0	13F-HR Timeline
Stone Summit Wealth LLC	788	$294K	0.08%	0	13F-HR Timeline
MBL Wealth, LLC	787	$294K	0.02%	0	13F-HR Timeline
Family Office Research LLC	774	$292K	0.12%	+1	13F-HR Timeline
IPG Investment Advisors LLC	780	$291K	0.05%	-20	13F-HR Timeline
HANTZ FINANCIAL SERVICES, INC.	778	$291K	<0.01%	+512	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
TWIN PEAKS WEALTH ADVISORS, LLC	764	$291K	0.08%	+111	13F-HR Timeline
Millington Financial Advisors, LLC	764	$289K	0.13%	0	13F-HR Timeline
Coppell Advisory Solutions LLC	764	$287K	0.03%	0	13F-HR Timeline
BOSTON RESEARCH & MANAGEMENT INC	768	$287K	0.07%	0	13F-HR/A Timeline
Lewis Asset Management, LLC	764	$285K	0.12%	+1	13F-HR Timeline
Operose Advisors LLC	764	$285K	0.07%	-960	13F-HR Timeline
Sigma Planning Corp	763	$285K	0.01%	+14	13F-HR Timeline
Holistic Financial Partners	760	$284K	0.1%	0	13F-HR Timeline
Highview Capital Management LLC/DE/	760	$284K	0.1%	0	13F-HR Timeline
Pacific Asset Management, LLC	754	$282K	0.17%	-1	13F-HR Timeline
KDK Private Wealth Management, LLC	754	$282K	0.25%	0	13F-HR/A Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	751	$280K	0.01%	-497	13F-HR Timeline
Missouri Trust & Investment Co	750	$280K	0.08%	0	13F-HR Timeline
Goldstone Financial Group, LLC	750	$280K	0.03%	0	13F-HR Timeline
Hegarty Advisors, LLC	749	$280K	0.24%		13F-HR Timeline
Balboa Wealth Partners	747	$279K	0.05%	+2	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	739	$276K	0.02%	+150	13F-HR Timeline
Purkiss Capital Advisors LLC	733	$274K	0.13%	0	13F-HR Timeline
WealthCollab, LLC	730	$273K	0.11%	0	13F-HR Timeline
BEARING POINT CAPITAL, LLC	730	$273K	0.04%	0	13F-HR Timeline
JACOBSON & SCHMITT ADVISORS, LLC	727	$271K	0.05%	0	13F-HR Timeline