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Disclosery

IWB ISHARES TR

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ETF (fund)

1,333 managers (1,345 13F filers) reported a position in IWB shares at 2025-03-31, 97,779,994 shares in all. 73 filers opened a position and 76 filers sold out during the quarter.

Managers
1,333
13F filers
1,345
New
73
Added
411
Reduced
450
Sold out
76
Shares held by filers
97,779,994

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
PIN OAK INVESTMENT ADVISORS INC516$136K0.1%013F-HRTimeline
Darwin Wealth Management, LLC413$133K0.04%013F-HRTimeline
Independence Bank of Kentucky433$133K0.02%+15513F-HRTimeline
Westside Investment Management, Inc.430$132K0.03%013F-HRTimeline
McIlrath & Eck, LLC407$125K0.02%+113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.403$124K<0.01%+14313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Eukles Asset Management388$119K0.05%+11113F-HRTimeline
Amundiin group Amundi390$119K<0.01%-46913F-HRTimelineGroup
Hughes Financial Services, LLC383$118K0.02%new13F-HRTimeline
Financial Life Planners381$117K0.11%+113F-HRTimeline
Roxbury Financial LLC354$116K0.11%+21513F-HRTimeline
Family Manage LLC375$115K0.02%013F-HRTimeline
Pandora Wealth, Inc.371$114K0.07%13F-HRTimeline
Cedar Mountain Advisors, LLC368$113K0.03%-413F-HRTimeline
Breakwater Investment Management363$111K0.05%013F-HRTimeline
PINNEY & SCOFIELD, INC.360$110K0.08%013F-HRTimeline
Beacon Capital Management, LLC352$108K0.01%-2113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …332$102K0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.332$102K0.01%013F-HRTimeline
Winthrop Capital Management, LLC330$101K0.03%013F-HRTimeline
Stuart Chaussee & Associates, Inc.320$98.2K0.02%013F-HRTimeline
Operose Advisors LLC314$96.3K0.03%new13F-HRTimeline
MorganRosel Wealth Management, LLC313$96K0.03%new13F-HRTimeline
Paladin Advisory Group, LLC308$94.5K0.08%013F-HRTimeline
Quent Capital, LLC305$93.5K0.01%-15013F-HRTimeline
Milestone Investment Advisors LLC300$92K0.03%013F-HRTimeline
Frazier Financial Advisors, LLC300$92K0.07%-36113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP291$89.3K0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC290$89K0.01%013F-HRTimeline
Pacific Center for Financial Services286$87.7K0.02%013F-HRTimeline
GeoWealth Management, LLC279$85.6K<0.01%+813F-HRTimeline
CX Institutional277$85K<0.01%-7,93613F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.261$80.1K0.04%013F-HRTimeline
HHM Wealth Advisors, LLC258$79.1K0.01%013F-HRTimeline
Pacifica Partners Inc.267$78.7K0.04%013F-HRTimeline
JNBA Financial Advisors255$78.2K0.01%+8113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.253$77.6K0.04%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.252$77.3K0.02%-2713F-HRTimeline
Transce3nd, LLC247$75.8K0.03%-5313F-HRTimeline
Insight Inv LLC245$75.2K0.05%013F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC235$72K0.17%013F-HRTimeline
Capital Investment Advisory Services, L…227$69.6K0.01%-3013F-HRTimeline
Grove Bank & Trust222$68.1K0.01%013F-HRTimeline
Kiker Wealth Management, LLC218$66.9K0.05%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…208$64K0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC201$61.7K0.02%013F-HRTimeline
Luminist Capital LLC197$60.6K0.07%new13F-HRTimeline
Medallion Wealth Advisors, LLC181$55.5K0.03%013F-HRTimeline
SYM FINANCIAL Corp178$54.5K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.177$54.3K0.03%013F-HRTimeline
Horizons Wealth Management170$52.1K0.04%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC170$52K0.01%013F-HRTimeline
WealthShield Partners, LLC167$51.2K0.01%-1,60013F-HRTimeline
ZynergyRetirementPlanningLLC150$48.3K0.03%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…157$48.2K0.01%-113F-HRTimeline
North Ridge Wealth Advisors, Inc.150$46K0.03%013F-HRTimeline
Fiduciary Wealth Partners, LLC148$45.4K0.04%13F-HRTimeline
Aventura Private Wealth, LLC146$44.8K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC145$44.5K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…145$44K0.02%013F-HRTimeline
Robinswood Financial LLC142$43.6K0.02%013F-HRTimeline
Avion Wealth130$41K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.128$39.3K0.03%new13F-HRTimeline
Cordgrass Capital Advisors, LLC125$38.3K0.01%013F-HRTimeline
Golden State Wealth Management, LLC123$37.7K0.01%+913F-HR/ATimeline
FSA Wealth Management LLC120$36.8K0.02%013F-HRTimeline
Centricity Wealth Management, LLC120$36.8K0.03%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED120$36.6K<0.01%new13F-HR/ATimeline
eCIO, Inc.118$36.2K0.01%13F-HRTimeline
NFSG Corp117$35.9K0.01%+10013F-HRTimeline
Private Wealth Asset Management, LLC116$35.6K0.01%13F-HRTimeline
Crews Bank & Trust116$35.6K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC109$35.1K<0.01%013F-HRTimeline
GW&K Investment Management, LLC114$35K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC114$35K0.02%013F-HRTimeline
Fourth Dimension Wealth, LLC112$34.5K0.02%013F-HRTimeline
Arax Advisory Partners110$33.8K<0.01%+1413F-HRTimeline
Brooklyn Investment Group109$33.4K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…106$32.5K<0.01%013F-HRTimelineGroup
Peachtree Investment Partners, LLC105$32.1K0.01%+113F-HRTimeline
Woodside Wealth Management LLC99$30.4K0.03%13F-HRTimeline
LRI Investments, LLC96$29.4K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…90$27.6K0.04%13F-HRTimeline
Caldwell Trust Co88$27K<0.01%013F-HRTimeline
HOWE & RUSLING INC86$26.4K<0.01%013F-HRTimeline
Redwood Park Advisors LLC84$25.8K0.02%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding84$25.8K-32Timeline
Rossby Financial, LCC82$24.8K0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.76$23.3K0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC75$23K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.75$23K0.02%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI70$21.5K<0.01%+2513F-HRTimeline
AllSquare Wealth Management LLC66$20.2K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC65$19.9K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…65$19.9K0.01%013F-HRTimeline
Atala Financial Inc65$19.9K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC59$18.1K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton54$16.6K<0.01%-5113F-HRTimeline
TD Waterhouse Canada Inc.53$16.2K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC50$15.3K0.01%-1413F-HRTimeline
Federation des caisses Desjardins du Qu…50$15.3K<0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA50$15.3K0.03%013F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.49$15K0.01%13F-HRTimeline
Dunhill Financial, LLC46$14.2K0.01%013F-HRTimeline
Columbia River Financial Group, LLC46$14K0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…45$13.8K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC40$12.3K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC39$12K<0.01%013F-HRTimeline
Bangor Savings Bank38$11.7K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC37$11.3K<0.01%013F-HRTimeline
Goodman Advisory Group, LLC37$11.3K<0.01%new13F-HR/ATimeline
MCF Advisors LLC36$11K<0.01%new13F-HRTimeline
Continuum Advisory, LLC34$10.4K<0.01%+2113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …32$9.85K<0.01%-72413F-HRTimelineGroup
Smallwood Wealth Investment Management,…30$9.44K0.01%new13F-HRTimeline
STEPH & CO30$9.2K<0.01%013F-HRTimeline
Piscataqua Savings Bank25$7.67K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL25$7.67K<0.01%013F-HRTimeline
Peoples Bank/KS23$7.05K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …22$6.75K0.01%013F-HRTimeline
Palouse Capital Management, Inc.22$6.75K<0.01%-21913F-HRTimeline
Davis Capital Management21$6.44K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.17$5.21K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC16$4.91K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC16$4.91K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/15$4.6K<0.01%013F-HRTimelineGroup
ARK Investment Management LLCin group ARK Investment Management LLC13$3.87K<0.01%+213F-HRTimelineGroup
Winch Advisory Services, LLC12$3.7K<0.01%+613F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC11$3.37K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC10$3.07K<0.01%new13F-HR/ATimelineGroup
Archer Investment Corp3$929<0.01%-11413F-HRTimeline
Weaver Capital Management LLC2$614<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-63213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.