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Disclosery

IWB ISHARES TR

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ETF (fund)

1,458 managers (1,478 13F filers) reported a position in IWB shares at 2026-03-31, 97,924,367 shares in all. 66 filers opened a position and 78 filers sold out during the quarter.

Managers
1,458
13F filers
1,478
New
66
Added
427
Reduced
523
Sold out
78
Shares held by filers
97,924,367

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Generation Capital Management LLC1,190$424K0.31%013F-HRTimeline
W1M Asset Management Ltd1,189$424K<0.01%-1013F-HRTimeline
Maple Capital Management, Inc.1,187$423K0.03%-7513F-HRTimeline
TMB Capital Partners, LLC1,183$422K0.14%013F-HRTimeline
Embree Financial Group1,182$422K0.05%+113F-HRTimeline
Shared Vision Wealth Group LLC1,182$421K0.17%-13713F-HRTimeline
Rothschild Capital Partners, LLC1,179$420K0.1%+313F-HRTimeline
Imprint Wealth LLC1,172$418K1.91%013F-HRTimeline
JPL Wealth Management, LLC1,171$418K0.1%013F-HR/ATimeline
New Republic Capital, LLC1,170$417K0.14%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,170$417K0.04%013F-HRTimeline
Founders Financial Alliance, LLC1,168$416K0.08%+6813F-HRTimeline
Wellspring Financial Advisors, LLC1,165$415K0.03%+313F-HRTimeline
Ridgeline Wealth, LLC1,163$415K0.3%-413F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC1,158$413K0.06%+22713F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,148$409K0.02%-5613F-HRTimelineGroup
Red Door Wealth Management, LLC1,147$409K0.04%013F-HRTimeline
WBH ADVISORY INC1,138$409K0.03%+15913F-HRTimeline
Valtinson Bruner Financial Planning LLC1,145$408K0.11%new13F-HRTimeline
Guardian Asset Advisors, LLC1,144$408K0.24%-813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO1,136$405K0.11%013F-HRTimeline
STABLEFORD CAPITAL II LLC1,128$402K0.15%-11113F-HRTimeline
LVW Advisors, LLC1,127$402K0.04%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,117$398K0.09%-59713F-HRTimeline
Meridian Wealth Partners, LLC1,111$396K0.05%013F-HRTimeline
GQG Partners LLC1,110$396K<0.01%-16,71613F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,107$395K0.21%013F-HRTimeline
CAPITAL ADVISORS INC/OK1,107$395K0.01%+21813F-HRTimeline
Anchor Investment Management, LLC1,106$394K0.03%+213F-HRTimeline
Venture Visionary Partners LLC1,106$394K0.01%013F-HRTimeline
E6 Portfolios, LLC1,106$394K0.41%+12113F-HRTimeline
Beirne Wealth Consulting Services, LLC1,105$394K0.11%-22613F-HRTimeline
Baker Ellis Asset Management LLC1,100$392K0.05%013F-HRTimeline
SkyOak Wealth, LLC1,097$391K0.07%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,086$387K0.05%013F-HRTimeline
XY Planning Network, Inc.1,074$386K0.06%+113F-HRTimeline
Baring Financial LLC1,082$386K0.24%+113F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC1,070$381K0.28%013F-HRTimeline
Washington Trust Bank1,067$380K0.03%-1513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Madison Asset Management, LLCin group Madison Asset Management, LLC1,067$380K<0.01%-1,13813F-HRTimelineGroup
Clark Asset Management, LLC1,065$380K0.04%013F-HRTimeline
Wernau Asset Management Inc.1,060$378K0.39%013F-HRTimeline
WestEnd Advisors, LLC1,055$376K0.01%-11313F-HRTimeline
Madison Wealth Partners, Inc1,055$376K0.06%-213F-HRTimeline
Symphony Financial, Ltd. Co.1,053$375K0.05%+10013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC1,052$375K0.39%-30013F-HRTimeline
Strategent Financial, LLC1,049$374K0.25%013F-HRTimeline
Rockport Wealth LLC1,048$374K0.07%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,046$373K0.02%+14713F-HRTimeline
Astoria Strategic Wealth, Inc.1,046$373K0.09%013F-HRTimeline
Disciplined Investments, LLC1,045$373K0.13%+40013F-HRTimeline
Heirloom Wealth Management1,043$372K0.07%new13F-HRTimeline
FOSTER & MOTLEY INC1,037$370K0.02%-113F-HRTimeline
Drake & Associates, LLC1,037$370K0.07%-4213F-HRTimeline
Triad Wealth Partners, LLC1,036$369K0.03%-21613F-HRTimeline
Keystone Wealth Services, LLC1,034$369K0.08%+113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,033$368K<0.01%013F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC1,023$365K0.12%+3113F-HRTimeline
Operose Advisors LLC1,022$364K0.08%+25813F-HRTimeline
Signal Advisors Wealth, LLC1,022$364K0.03%new13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,020$364K0.13%-2513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,014$362K<0.01%+66313F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC1,012$361K0.01%013F-HRTimeline
CPR Investments Inc.1,000$357K0.24%-28413F-HRTimeline
Atlas Brown,Inc.1,000$357K0.11%-20013F-HRTimeline
Chesapeake Wealth Management1,000$357K0.11%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,000$357K0.09%-59913F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,000$357K0.05%013F-HRTimeline
Cherry Tree Wealth Management, LLC997$355K0.08%-10513F-HRTimeline
Lee, Kelleher & Klein Wealth Management997$355K0.21%013F-HRTimeline
Madden Advisory Services, Inc.996$355K0.14%013F-HRTimeline
Silver Oak Advisory Group, Inc.994$354K0.15%013F-HRTimeline
Avantax Planning Partners, Inc.990$353K0.01%-3113F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC990$353K0.15%-213F-HRTimeline
FFT WEALTH MANAGEMENT LLC986$352K0.06%+113F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.979$349K0.03%-13413F-HRTimeline
Sowell Financial Services LLC976$348K0.01%+113F-HRTimeline
Kathmere Capital Management, LLC975$348K0.02%new13F-HRTimeline
S.A. Mason LLC975$348K0.13%013F-HRTimeline
Range Financial Group LLC974$347K0.12%013F-HRTimeline
Joseph Group Capital Management967$345K0.09%013F-HRTimeline
Tenon Financial LLC966$344K0.14%013F-HRTimeline
Frederick Financial Consultants, LLC962$343K0.17%-7913F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC961$343K0.14%-813F-HRTimeline
Gibson Capital, LLC958$342K0.06%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co957$341K<0.01%-86313F-HRTimelineGroup
Fulcrum Capital LLC957$341K0.07%013F-HRTimeline
Aureus Asset Management, LLC944$337K0.02%-13413F-HRTimeline
Advisory Alpha, LLC942$336K0.01%+11313F-HRTimeline
Orgel Wealth Management, LLC940$335K0.01%+1713F-HRTimeline
Etesian Wealth Advisors, Inc.940$335K0.11%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.935$333K0.02%013F-HRTimelineGroup
Redwood Wealth Management Group, LLC930$332K0.14%-3613F-HRTimeline
Advus Financial Partners, LLC927$330K0.13%013F-HR/ATimeline
UPTICK PARTNERS, LLC922$329K0.07%-11513F-HRTimeline
AFT, FORSYTH & COMPANY, INC.920$328K0.15%-1413F-HRTimeline
TOWNSQUARE CAPITAL LLC919$328K0.07%013F-HRTimeline
Bedel Financial Consulting, Inc.917$327K0.04%013F-HRTimeline
ADVOCATE GROUP LLC917$327K0.05%-8313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …917$327K0.02%-2713F-HRTimeline
ODonnell Financial Services, LLC914$326K0.11%013F-HRTimeline
Columbia Bank913$326K0.09%-8413F-HRTimeline
NORTHLAND SECURITIES, INC.912$325K0.31%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/911$325K<0.01%+89613F-HRTimelineGroup
55 North Private Wealth, LLC911$325K0.08%+113F-HRTimeline
Sherman Wealth Management LLC910$324K0.28%-513F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…903$322K0.1%013F-HRTimeline
AMJ Financial Wealth Management903$322K0.08%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC903$322K<0.01%+27013F-HRTimeline
Reynders McVeigh Capital Management, LLC901$321K0.02%+2413F-HRTimeline
Legacy Wealth Management, LLC / MS900$321K0.09%013F-HRTimeline
Kelly Financial Services LLC897$320K0.08%+5313F-HRTimeline
SAXON INTERESTS, INC.895$319K0.11%013F-HRTimeline
WEALTHGARDEN F.S. LLC895$319K0.22%-313F-HRTimeline
Parkwoods Wealth Partners, LLC894$319K0.08%+113F-HRTimeline
ADELL HARRIMAN & CARPENTER INC893$318K0.02%-10013F-HRTimeline
HORAN Wealth, LLC850$318K0.03%new13F-HRTimeline
Accretive Wealth Partners, LLC883$315K0.09%013F-HRTimeline
Unified Investment Management873$311K0.32%-16013F-HRTimeline
Centurion Wealth Management LLC872$311K0.07%013F-HRTimeline
MidAtlantic Capital Management, Inc.869$310K0.21%013F-HRTimeline
SAGE RHINO CAPITAL LLC866$309K0.06%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC863$308K0.02%013F-HRTimeline
Intellus Advisors LLC863$308K0.04%+17513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC855$305K0.03%new13F-HRTimeline
TBH Global Asset Management, LLC852$304K0.06%new13F-HRTimeline
Financial Alternatives, Inc851$303K0.16%013F-HRTimeline
Glass Jacobson Investment Advisors llc851$303K0.1%-10113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC850$303K0.08%+8613F-HRTimeline
Werba Rubin Papier Wealth Management848$302K0.04%+213F-HRTimeline
Arsenal Capital Advisors LLC846$302K0.22%-3013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…844$301K0.04%-4213F-HRTimeline
LongView Wealth Management788$300K0.08%-7613F-HRTimeline
CALTON & ASSOCIATES, INC.839$299K0.04%+113F-HRTimeline
Millington Financial Advisors, LLC764$299K0.13%013F-HRTimeline
Principle Wealth Partners LLC837$298K0.02%013F-HRTimeline
RAM Investment Partners, LLC836$298K0.05%013F-HRTimeline
Allred Capital Management, LLC835$298K0.11%013F-HRTimeline
Wealth Advisors of Iowa, LLC832$297K0.09%013F-HRTimeline
SHP Wealth Management831$296K0.02%+1513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC827$295K0.04%-5413F-HRTimeline
Balboa Wealth Partners826$295K0.05%+7913F-HRTimeline
Navigation Group, LLC825$294K0.07%13F-HRTimeline
Greenhouse Wealth Management, LLC824$294K0.18%+113F-HRTimeline
SmartHarvest Portfolios, LLC823$293K0.12%-5613F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT822$293K0.02%013F-HRTimelineGroup
Oak Wealth Advisors LLC814$290K0.16%013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.813$290K0.08%013F-HRTimeline
BlueChip Wealth Advisors LLC812$290K0.13%013F-HRTimeline
Kapstone Financial Advisors LLC810$289K0.14%013F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.807$288K0.06%013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA806$287K0.05%013F-HRTimeline
Abound Wealth Management805$287K0.07%-1313F-HRTimeline
Alesco Advisors, LLC, An ESL Co801$286K0.01%013F-HRTimeline
Iowa State Bank800$285K0.05%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.800$285K0.16%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…798$284K0.01%-1213F-HRTimelineGroup
Blom & Howell Financial Planning, Inc.796$284K0.28%-1113F-HRTimeline
ISTHMUS PARTNERS, LLC795$283K0.03%013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV793$283K0.06%013F-HRTimeline
Rathbones Group PLC793$283K<0.01%+16613F-HR/ATimeline
Stone Summit Wealth LLC788$281K0.08%013F-HRTimeline
IPG Investment Advisors LLC781$278K0.05%+113F-HRTimeline
Faithward Advisors, LLC780$278K0.04%-2113F-HRTimeline
Family Office Research LLC776$277K0.12%+213F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC768$274K0.06%013F-HR/ATimeline
Goldstone Financial Group, LLC765$273K0.03%+1513F-HRTimeline
Lewis Asset Management, LLC765$273K0.11%+113F-HRTimeline
Holistic Financial Partners760$271K0.1%013F-HRTimeline
Highview Capital Management LLC/DE/760$271K0.1%013F-HRTimeline
Pacific Asset Management, LLC756$270K0.15%+213F-HRTimeline
KDK Private Wealth Management, LLC754$269K0.25%013F-HRTimeline
Missouri Trust & Investment Co750$267K0.08%013F-HRTimeline
Hegarty Advisors, LLC749$267K0.21%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC748$267K0.01%-313F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …748$267K0.04%-28813F-HRTimelineGroup
Spectrum Asset Management, Inc. (NB/CA)747$266K0.08%+15613F-HRTimeline
Snowden Capital Advisors LLC738$263K0.01%-9,65113F-HRTimeline
Everhart Financial Group, Inc.733$261K0.02%+15113F-HRTimeline
Farringdon Capital, Ltd.731$261K0.06%new13F-HRTimeline
WealthCollab, LLC730$260K0.11%013F-HRTimeline
BEARING POINT CAPITAL, LLC730$260K0.04%013F-HRTimeline
MTM Investment Management, LLC727$259K0.08%+113F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC727$259K0.05%013F-HRTimeline
Rialto Wealth Management, LLC727$259K0.06%013F-HRTimeline
TFR Capital, LLC.725$259K0.08%013F-HRTimeline
Redhawk Wealth Advisors, Inc.724$258K0.03%+113F-HRTimeline
Wealth Dimensions Group, Ltd.724$258K0.05%013F-HRTimeline
WEALTH EFFECTS LLC723$258K0.09%013F-HRTimeline
Rydar Equities, Inc.721$257K0.2%+213F-HRTimeline
EPG Wealth Management LLC720$257K0.07%013F-HRTimeline
GEM Asset Management, LLC716$255K0.11%013F-HRTimeline
Athena Investment Management712$254K0.13%013F-HRTimeline
Private Capital Management, LLC708$253K0.03%013F-HRTimeline
AMI ASSET MANAGEMENT CORP708$252K0.02%-1,05213F-HRTimeline
Quadcap Wealth Management, LLC705$251K0.03%+913F-HRTimeline
Aspect Partners, LLC702$250K0.1%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP700$250K<0.01%013F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC700$249K0.02%-3913F-HRTimeline
Horizon Investments, LLC698$249K<0.01%+57213F-HRTimeline