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Disclosery

IWB ISHARES TR

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ETF (fund)

1,346 managers (1,360 13F filers) reported a position in IWB shares at 2024-12-31, 100,574,860 shares in all. 72 filers opened a position and 45 filers sold out during the quarter.

Managers
1,346
13F filers
1,360
New
72
Added
395
Reduced
424
Sold out
45
Shares held by filers
100,574,860

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
LS Investment Advisors, LLC622$200K0.03%new13F-HRTimeline
Founders Capital Management618$199K0.13%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department596$192K0.06%13F-HRTimelineGroup
Beaird Harris Wealth Management, LLC592$191K0.02%-6113F-HRTimeline
Hemington Wealth Management583$187K0.05%013F-HRTimeline
Financial Connections Group, Inc.582$187K0.09%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV570$184K0.01%+113F-HRTimeline
Blume Capital Management, Inc.550$177K0.04%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC549$177K0.01%013F-HRTimeline
Northwest Capital Management Inc548$177K0.08%+113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…547$176K0.05%+40013F-HRTimeline
SIMA Wealth Partners, LLC539$174K0.15%013F-HRTimeline
HARBOUR INVESTMENTS, INC.533$172K<0.01%-4013F-HRTimeline
TRUST CO OF VERMONT526$169K0.01%013F-HRTimeline
City State Bank525$169K0.06%013F-HRTimeline
Copia Wealth Management523$168K0.16%13F-HRTimeline
First Pacific Financial516$166K0.04%-1,68513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC516$162K0.15%013F-HRTimeline
Trifecta Capital Advisors, LLC500$161K0.03%013F-HRTimeline
Security National Bank492$159K0.02%new13F-HRTimeline
Quent Capital, LLC455$147K0.02%+45513F-HRTimeline
GAMMA Investing LLC452$146K0.01%013F-HRTimeline
Crewe Advisors LLC435$140K0.02%new13F-HRTimeline
PFG Private Wealth Management, LLC434$140K0.08%013F-HRTimeline
Westside Investment Management, Inc.430$139K0.03%013F-HRTimeline
AlphaMark Advisors, LLC427$138K0.06%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.421$136K<0.01%new13F-HRTimelineGroup
Pineridge Advisors LLC416$134K0.05%013F-HRTimeline
Darwin Wealth Management, LLC413$133K0.04%013F-HR/ATimeline
McIlrath & Eck, LLC406$131K0.02%+213F-HRTimeline
Coppell Advisory Solutions LLC392$127K0.02%013F-HRTimeline
Financial Life Planners380$122K0.1%13F-HRTimeline
Family Manage LLC375$121K0.02%+2513F-HRTimeline
Beacon Capital Management, LLC373$120K0.02%+113F-HRTimeline
Cedar Mountain Advisors, LLC372$120K0.03%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp370$119K0.01%013F-HRTimelineGroup
Breakwater Investment Management363$117K0.05%013F-HR/ATimeline
PINNEY & SCOFIELD, INC.360$116K0.09%13F-HRTimeline
Smartleaf Asset Management LLC348$113K0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …332$109K0.01%new13F-HRTimelineGroup
Winthrop Capital Management, LLC330$107K0.03%new13F-HRTimeline
Center for Financial Planning, Inc.332$107K0.01%013F-HRTimeline
MARQUETTE ASSOCIATES, INC.321$103K0.09%-10213F-HRTimeline
Stuart Chaussee & Associates, Inc.320$103K0.03%013F-HRTimeline
Paladin Advisory Group, LLC308$99.2K0.08%013F-HRTimeline
Transce3nd, LLC300$97.3K0.03%13F-HRTimeline
Milestone Investment Advisors LLC300$96.6K0.03%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP291$93.7K0.01%-10013F-HRTimelineGroup
Salomon & Ludwin, LLC290$93.4K0.01%-13313F-HRTimeline
Pacific Center for Financial Services286$92.1K0.02%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.279$89.8K0.03%013F-HRTimeline
Independence Bank of Kentucky278$89.6K0.01%013F-HRTimeline
Eukles Asset Management277$89.2K0.04%-3813F-HRTimeline
GeoWealth Management, LLC271$87.3K<0.01%+5413F-HRTimeline
Mainstream Capital Management LLC269$86.7K0.06%new13F-HRTimeline
Pacifica Partners Inc.267$85.9K0.04%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.261$84.1K0.04%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.260$84K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HHM Wealth Advisors, LLC258$83.1K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…257$82.8K0.01%+7213F-HRTimeline
Insight Inv LLC245$78.9K0.05%new13F-HRTimeline
Palouse Capital Management, Inc.241$77.6K0.05%013F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC235$76K0.17%013F-HRTimeline
Grove Bank & Trust222$71.5K0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC222$71.5K0.01%013F-HRTimeline
Kiker Wealth Management, LLC218$70.2K0.06%13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…208$67K0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC201$64.8K0.02%013F-HRTimeline
SYM FINANCIAL Corp178$57.2K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.177$57K0.03%013F-HRTimeline
JNBA Financial Advisors174$56.1K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC181$55.5K0.03%13F-HRTimeline
Horizons Wealth Management170$54.8K0.04%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC170$54K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…158$50.9K0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.150$48.3K0.03%new13F-HRTimeline
ZynergyRetirementPlanningLLC150$47.2K0.03%013F-HRTimeline
Aventura Private Wealth, LLC146$47K0.03%13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…145$47K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC145$46.7K<0.01%013F-HRTimeline
Roxbury Financial LLC139$46.3K0.04%13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP143$46.1K0.01%013F-HRTimeline
Robinswood Financial LLC142$45.8K0.02%013F-HRTimeline
Avion Wealth130$41K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC125$40.3K0.01%013F-HRTimeline
FSA Wealth Management LLC120$38.7K0.02%-6013F-HRTimeline
Centricity Wealth Management, LLC120$38.7K0.04%13F-HRTimeline
Archer Investment Corp117$37.7K0.01%013F-HRTimeline
Crews Bank & Trust116$37.4K0.01%13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding116$37.4K-1Timeline
GW&K Investment Management, LLC114$37K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC114$36.7K0.01%13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC114$36.7K0.02%013F-HRTimeline
Fourth Dimension Wealth, LLC112$36.2K0.02%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC109$35.1K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…106$34.1K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton105$33.8K0.01%-3113F-HRTimeline
Peachtree Investment Partners, LLC104$33.6K0.01%013F-HRTimeline
Clarkston Capital Partners, LLC103$33.2K<0.01%013F-HRTimeline
Arax Advisory Partners96$31K<0.01%013F-HRTimeline
LRI Investments, LLC96$30.9K<0.01%013F-HRTimeline
Millstone Evans Group, LLC91$29.3K0.02%13F-HRTimeline
Caldwell Trust Co88$28.4K<0.01%013F-HRTimeline
HOWE & RUSLING INC86$27.7K<0.01%013F-HRTimeline
Redwood Park Advisors LLC84$27.1K0.02%13F-HRTimeline
Quest 10 Wealth Builders, Inc.75$24.2K0.02%13F-HRTimeline
Transcendent Capital Group LLC73$23.4K0.01%013F-HRTimeline
AllSquare Wealth Management LLC66$21.3K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC65$20.9K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…65$20.9K0.01%013F-HRTimeline
Atala Financial Inc65$20.9K0.01%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC64$20.6K0.01%013F-HRTimeline
Caitlin John, LLC61$19.7K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC59$19K<0.01%013F-HRTimeline
WR Wealth Planners, LLC58$18.6K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…50$16.1K<0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA50$16.1K0.04%13F-HRTimeline
Dunhill Financial, LLC46$15K0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI45$14.5K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…45$14.5K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC40$12.9K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC39$12.6K<0.01%013F-HRTimeline
Bangor Savings Bank38$12.2K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC37$11.9K<0.01%013F-HRTimeline
STEPH & CO30$9.66K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC30$9.66K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL25$8.05K<0.01%013F-HRTimeline
Piscataqua Savings Bank25$8.05K0.01%013F-HRTimeline
Sound Income Strategies, LLC23$7.41K<0.01%-7213F-HRTimeline
Peoples Bank/KS23$7.41K0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …22$7.09K0.01%013F-HRTimeline
Davis Capital Management21$6.76K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC19$6.12K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.17$5.48K<0.01%013F-HRTimeline
NFSG Corp17$5.37K<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC16$5.16K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC16$5.16K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/15$4.83K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC13$4.19K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC11$3.54K<0.01%013F-HRTimelineGroup
ARK Investment Management LLCin group ARK Investment Management LLC11$3.44K<0.01%new13F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC10$3.22K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC6$1.95K<0.01%-9013F-HRTimeline
IMG Wealth Management, Inc.6$1.93K<0.01%13F-HRTimeline
Weaver Capital Management LLC2$645<0.01%013F-HRTimeline
Members Trust Co2,040$657M-1013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.