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IWB ISHARES TR

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ETF (fund)

1,536 managers (1,556 13F filers) reported a position in IWB shares at 2026-06-30, 95,842,256 shares in all. 118 filers opened a position and 40 filers sold out during the quarter.

Managers
1,536
13F filers
1,556
New
118
Added
374
Reduced
569
Sold out
40
Shares held by filers
95,842,256

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Redhawk Wealth Advisors, Inc.725$297K0.03%+113F-HRTimeline
TFR Capital, LLC.725$297K0.08%013F-HRTimeline
Wealth Dimensions Group, Ltd.724$296K0.05%013F-HRTimeline
WEALTH EFFECTS LLC723$296K0.08%013F-HRTimeline
Rydar Equities, Inc.723$296K0.17%+213F-HRTimeline
SHP Wealth Management721$295K0.02%-11013F-HRTimeline
EPG Wealth Management LLC720$295K0.07%013F-HRTimeline
Accel Wealth Management718$294K0.07%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC717$294K0.07%-30613F-HRTimeline
Oak Wealth Advisors LLC717$294K0.14%-9713F-HRTimeline
GEM Asset Management, LLC716$293K0.12%013F-HRTimeline
KINTRA WEALTH, LLC687$293K0.02%+9213F-HRTimeline
Aspect Partners, LLC702$287K0.11%013F-HRTimeline
Quadcap Wealth Management, LLC701$287K0.03%-413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP700$287K<0.01%013F-HR/ATimelineGroup
CapWealth Advisors, LLC700$287K0.02%new13F-HRTimeline
MATRIX ASSET ADVISORS INC/NY698$286K0.02%013F-HRTimeline
TRUST CO OF VERMONT697$285K0.01%13F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.698$285K0.06%-10913F-HRTimeline
626 Financial, LLC691$283K0.11%013F-HRTimeline
Fielder Capital Group LLC690$283K0.06%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC688$282K0.02%-1213F-HRTimeline
Snowden Capital Advisors LLC687$281K0.01%-5113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC687$281K0.01%013F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …687$281K0.01%-23013F-HRTimeline
King Wealth Management Group686$281K0.03%013F-HRTimeline
Timonier Family Office, LTD.685$281K0.08%13F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC684$280K0.21%013F-HRTimeline
LANARK FINANCIAL, INC.683$280K0.02%013F-HRTimeline
LongView Wealth Management682$279K0.07%-10613F-HRTimeline
Summit Place Financial Advisors, LLC682$279K0.12%013F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC680$278K0.03%+513F-HRTimeline
New England Professional Planning Group…678$278K0.1%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC678$278K0.07%+113F-HRTimeline
Colter Lewis Investment Partners LLC677$277K0.12%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.674$276K<0.01%new13F-HRTimelineGroup
Silicon Valley Capital Partners670$274K0.02%+113F-HRTimeline
Bigelow Investment Advisors, LLC670$274K0.1%013F-HRTimeline
Bond & Devick Financial Network, Inc.663$271K0.07%013F-HRTimeline
LexAurum Advisors, LLC662$271K0.03%013F-HRTimeline
Fortis Capital Management LLC660$270K0.03%-1913F-HRTimeline
Tempo Wealth, LLC660$270K0.04%+113F-HRTimeline
Petix & Botte Co658$269K0.05%+32913F-HRTimeline
Revolve Wealth Partners, LLC656$269K0.03%-713F-HRTimeline
Beverly Hills Private Wealth, LLC655$268K0.05%new13F-HRTimeline
Avise Financial Cooperative, Inc.655$268K0.19%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC655$268K<0.01%013F-HRTimeline
Transcendent Capital Group LLC655$268K0.1%new13F-HRTimeline
VICUS CAPITAL653$267K0.02%new13F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC652$267K0.03%013F-HRTimeline
Pflug Koory, LLC652$267K0.11%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.652$267K0.06%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC651$266K0.07%-613F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …647$265K0.04%13F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/644$264K0.04%013F-HRTimeline
Seneschal Advisors, LLC643$263K0.18%013F-HRTimeline
GAINLINE FINANCIAL PARTNERS, LLC642$263K0.25%13F-HRTimeline
NWK Group, Inc.640$262K0.08%013F-HRTimeline
Athena Investment Management637$261K0.15%-7513F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC635$260K0.02%013F-HRTimeline
Trek Financial, LLC635$260K0.01%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC632$259K0.02%013F-HRTimeline
Aspen Grove Capital, LLC631$258K0.04%013F-HRTimeline
Schaeffer Financial LLC629$258K0.2%013F-HRTimeline
AGH Wealth Advisors, LLC625$256K0.16%013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC2,500$256K0.06%-36713F-HRTimeline
New Capital Management LP622$255K0.06%new13F-HRTimeline
ROBERTS GLORE & CO INC /IL/619$253K0.06%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS618$253K0.03%new13F-HRTimeline
BOSTON FAMILY OFFICE LLC617$253K0.02%+5313F-HRTimeline
JNBA Financial Advisors613$251K0.02%-6013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC613$251K0.06%-3813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC613$251K0.01%new13F-HRTimeline
COFG Advisors, LLC611$250K0.04%new13F-HRTimeline
PENNINGTON PARTNERS & CO., LLC610$250K0.08%+113F-HRTimeline
Latitude Advisors, LLC609$249K0.1%+713F-HRTimeline
Capital Asset Managemnet, LLC609$249K0.56%-2,20513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC609$249K0.01%013F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…611$248K<0.01%-72213F-HRTimelineGroup
EQUITY INVESTMENT CORP606$248K<0.01%new13F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.605$248K0.05%013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC605$248K0.17%013F-HRTimeline
WIMMER ASSOCIATES 1, LLC604$247K0.11%013F-HRTimeline
SOMERVILLE KURT F600$246K0.06%-60013F-HRTimeline
Freedom Day Solutions, LLC600$246K0.05%-113F-HRTimeline
Prestige Wealth Management Group LLC600$246K0.04%013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC600$246K0.05%new13F-HRTimeline
Vision Retirement, LLC600$246K0.06%-9613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV599$245K0.01%+113F-HRTimeline
Olde Wealth Management, LLC599$245K0.07%-1913F-HRTimeline
InvesTrust594$243K0.09%-113F-HRTimeline
Windsor Capital Management, LLC592$243K0.06%-1113F-HRTimeline
Resurgent Financial Advisors LLC592$242K0.07%-3113F-HRTimeline
Williams Jones Wealth Management, LLC.591$242K<0.01%new13F-HRTimeline
Autumn Glory Partners, LLC591$242K0.07%013F-HRTimeline
Sterling Financial Planning, Inc.589$241K0.07%013F-HRTimeline
VISTA FINANCE, LLC588$241K0.13%013F-HRTimeline
Founders Financial Alliance, LLC586$240K0.03%-58213F-HRTimeline
Fort Sheridan Advisors LLC585$240K0.03%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC585$240K0.05%-26513F-HRTimeline
Marks Group Wealth Management, Inc583$239K0.02%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…583$239K0.03%013F-HRTimeline
Wernau Asset Management Inc.580$238K0.23%-48013F-HRTimeline
Marin Bay Wealth Advisors, LLC579$237K0.13%013F-HR/ATimeline
Samalin Investment Counsel, LLC578$237K0.08%+113F-HRTimeline
Cassaday & Co Wealth Management LLC577$236K<0.01%013F-HRTimeline
Shira Ridge Wealth Management576$236K0.08%013F-HRTimeline
SageView Advisory Group, LLC575$236K0.01%+113F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC573$235K0.04%013F-HRTimeline
PKS Advisory Services, LLC572$234K0.04%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC572$234K0.02%-2013F-HRTimeline
MorganRosel Wealth Management, LLC571$234K0.08%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co571$234K<0.01%-38613F-HRTimelineGroup
Signature Wealth Management Partners, L…570$233K0.11%013F-HRTimeline
HOWE & RUSLING INC568$233K0.01%+17813F-HRTimeline
Northstar Advisory Group, LLC567$232K0.07%+113F-HRTimeline
BBR PARTNERS, LLC564$231K0.01%013F-HRTimeline
Howard Capital Management, LLC563$230K<0.01%-9313F-HRTimeline
Moors & Cabot, Inc.562$230K0.01%013F-HRTimeline
Granite Bay Wealth Management, LLC561$230K0.02%new13F-HRTimeline
BENNETT SELBY INVESTMENTS LP561$230K0.07%013F-HRTimeline
Bull Harbor Capital LLC561$230K0.04%013F-HRTimeline
BridgePort Financial Solutions, LLC560$229K0.06%new13F-HRTimeline
Bison Wealth, LLC555$228K0.02%+113F-HRTimeline
Dorato Capital Management553$228K0.15%-1313F-HRTimeline
Balefire, LLC556$228K0.04%new13F-HRTimeline
BRADY FAMILY WEALTH, LLC556$228K0.07%new13F-HRTimeline
RVW Wealth, LLC555$227K0.01%new13F-HRTimeline
HFG Wealth Management, LLC552$226K0.23%new13F-HRTimeline
CWS Financial Advisors, LLC550$225K0.05%new13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp550$225K0.01%new13F-HRTimelineGroup
Blume Capital Management, Inc.550$225K0.03%013F-HRTimeline
Colorado Capital Management, Inc.550$225K0.08%013F-HRTimeline
SP Asset Management LLC546$224K0.02%new13F-HRTimeline
Horizon Wealth Management, LLC546$224K0.03%new13F-HRTimeline
Root Financial Partners, LLC546$224K0.01%-513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…545$223K0.01%-3013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)541$222K0.06%-20613F-HRTimeline
Hardy Reed LLC540$221K0.01%new13F-HRTimeline
Interchange Capital Partners, LLC540$221K0.04%new13F-HRTimeline
Goldstone Financial Group, LLC538$220K0.02%-22713F-HRTimeline
LIBRA WEALTH LLC538$220K0.06%new13F-HRTimeline
Independent Wealth Network Inc.537$220K0.06%new13F-HRTimeline
Matisse Capital537$220K0.09%new13F-HRTimeline
PRIVATE TRUST CO NA536$219K0.02%-1413F-HRTimeline
Argos Wealth Advisors, LLC536$219K0.06%new13F-HRTimeline
Coastwise Capital Group, LLC535$219K0.13%new13F-HRTimeline
Federation des caisses Desjardins du Qu…535$219K<0.01%013F-HRTimeline
ADVOCATE GROUP LLC533$218K0.03%-38413F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.529$217K0.16%-5213F-HRTimeline
City State Bank525$215K0.05%013F-HRTimeline
Telos Capital Management, Inc.524$215K0.02%new13F-HRTimeline
National Wealth Management Group, LLC523$214K0.07%new13F-HRTimeline
Financial Plan, Inc.523$214K0.02%new13F-HRTimeline
Legacy Wealth Partners, LLC522$214K0.05%new13F-HRTimeline
LifeSteps Financial, Inc.520$213K0.1%new13F-HRTimeline
Investment Advisory Group, LLC518$212K0.05%new13F-HRTimeline
A4 Wealth Advisors LLC518$212K0.14%new13F-HRTimeline
CoreCap Advisors, LLC517$212K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…516$211K0.03%-2613F-HRTimeline
SMART Wealth LLC513$210K0.05%new13F-HRTimeline
Beacon Capital Management, LLC507$207K0.03%new13F-HRTimeline
Clifford Group, LLC506$207K0.14%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC505$207K<0.01%new13F-HRTimeline
Wealth Quarterback LLC505$207K0.06%new13F-HRTimeline
Axis Wealth Partners, LLC504$206K0.1%new13F-HRTimeline
Purkiss Capital Advisors LLC504$206K0.08%new13F-HRTimeline
Downshift Financial, LLC502$206K0.09%new13F-HRTimeline
HighRoad Wealth Advisors, LLC502$205K0.17%new13F-HRTimeline
SONATA CAPITAL GROUP INC500$205K0.07%new13F-HRTimeline
Main Street Financial Solutions, LLC500$205K0.01%new13F-HRTimeline
Ignite Planners, LLC500$205K0.03%new13F-HRTimeline
Carmel Capital Partners, LLC500$205K0.07%-9613F-HRTimeline
Quantum Financial Advisors, LLC500$205K0.02%new13F-HRTimeline
Trifecta Capital Advisors, LLC500$205K0.03%013F-HRTimeline
Donalies Financial Planning, LLC500$205K0.15%new13F-HRTimeline
Affinity Capital Advisors, LLC495$204K0.03%new13F-HRTimeline
PARK NATIONAL CORP /OH/497$204K0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD496$203K0.08%013F-HRTimeline
Beaird Harris Wealth Management, LLC496$203K0.01%013F-HRTimeline
BAILARD, INC.495$203K<0.01%new13F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…494$202K0.07%new13F-HRTimeline
Avid Wealth Partners LLC494$202K0.1%-1,15513F-HRTimeline
Foguth Wealth Management, LLC.498$202K0.02%new13F-HRTimeline
INGALLS & SNYDER LLC493$202K0.01%new13F-HRTimeline
Coyle Financial Counsel LLC491$201K0.04%new13F-HRTimeline
Creative Capital Management Investments…482$197K0.05%013F-HRTimeline
First Pacific Financial479$196K0.02%-3213F-HRTimeline
Millstone Evans Group, LLC478$196K0.11%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.458$188K<0.01%+1813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Signature Equity Partners, LLC455$186K0.09%-613F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC442$186K0.02%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC445$182K0.13%013F-HR/ATimeline
Copia Wealth Management435$178K0.11%013F-HRTimeline
N.E.W. Advisory Services LLC434$178K0.01%013F-HRTimeline
Westside Investment Management, Inc.430$176K0.02%013F-HRTimeline
First Command Advisory Services, Inc.429$176K<0.01%013F-HRTimeline
Integrity Financial Corp /WA416$170K0.08%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV412$169K0.01%-3213F-HRTimeline
Family Manage LLC405$166K0.02%013F-HRTimeline