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Disclosery

IWB ISHARES TR

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ETF (fund)

1,381 managers (1,396 13F filers) reported a position in IWB shares at 2025-06-30, 97,276,497 shares in all. 110 filers opened a position and 54 filers sold out during the quarter.

Managers
1,381
13F filers
1,396
New
110
Added
425
Reduced
442
Sold out
54
Shares held by filers
97,276,497

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Moors & Cabot, Inc.663$225K0.01%+1013F-HRTimeline
Petix & Botte Co658$223K0.05%new13F-HRTimeline
LexAurum Advisors, LLC657$223K0.04%013F-HRTimeline
RMR Capital Management, LLC654$222K0.16%013F-HRTimeline
Rathbones Group PLC653$222K<0.01%new13F-HRTimeline
UNITED BANK650$221K0.03%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …647$220K0.04%13F-HRTimelineGroup
Disciplined Investments, LLC645$219K0.09%new13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/644$219K0.04%new13F-HRTimeline
Twelve Points Wealth Management LLC643$218K0.06%new13F-HRTimeline
Seneschal Advisors, LLC643$218K0.17%new13F-HRTimeline
NWK Group, Inc.640$217K0.08%013F-HRTimeline
IFG Advisory, LLC638$217K0.01%new13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC632$214K0.02%new13F-HRTimeline
Aspen Grove Capital, LLC631$214K0.04%new13F-HRTimeline
One Capital Management, LLC628$213K0.01%-11313F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC626$213K0.05%new13F-HRTimeline
Prestige Wealth Management Group LLC625$212K0.04%013F-HR/ATimeline
AGH Wealth Advisors, LLC625$212K0.17%new13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC623$212K0.01%new13F-HRTimeline
LS Investment Advisors, LLC622$211K0.03%new13F-HRTimeline
Freedom Day Solutions, LLC620$211K0.06%new13F-HRTimeline
Beaird Harris Wealth Management, LLC620$211K0.02%-13013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …620$210K0.01%new13F-HR/ATimeline
ROBERTS GLORE & CO INC /IL/619$210K0.06%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC617$210K0.02%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…617$209K0.01%-64713F-HRTimelineGroup
Virtue Capital Management, LLC615$209K0.04%new13F-HRTimeline
N.E.W. Advisory Services LLC613$208K0.02%+4213F-HRTimeline
Telos Capital Management, Inc.612$208K0.02%new13F-HRTimeline
Resurgent Financial Advisors LLC612$208K0.11%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC612$208K0.03%new13F-HRTimeline
PENNINGTON PARTNERS & CO., LLC607$206K0.11%new13F-HRTimeline
WIMMER ASSOCIATES 1, LLC604$205K0.1%new13F-HRTimeline
Consolidated Portfolio Review Corp601$204K0.03%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC603$204K0.06%-26113F-HRTimeline
Autumn Glory Partners, LLC591$201K0.09%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC590$200K0.02%new13F-HRTimeline
Sterling Financial Planning, Inc.589$200K0.07%new13F-HRTimeline
Fort Sheridan Advisors LLC585$199K0.03%new13F-HRTimeline
Hemington Wealth Management583$197K0.03%013F-HRTimeline
Northwest Capital Management Inc551$187K0.1%+113F-HRTimeline
Blume Capital Management, Inc.550$187K0.04%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…547$186K0.05%013F-HRTimeline
Dunhill Financial, LLC540$184K0.05%+49413F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department536$182K0.05%+813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.533$181K<0.01%+5213F-HRTimeline
City State Bank525$178K0.06%013F-HRTimeline
Copia Wealth Management523$178K0.15%013F-HRTimeline
McIlrath & Eck, LLC508$172K0.02%+10113F-HRTimeline
First Pacific Financial507$172K0.03%+213F-HRTimeline
Trifecta Capital Advisors, LLC500$170K0.03%013F-HRTimeline
Millstone Evans Group, LLC478$162K0.11%013F-HRTimeline
GAMMA Investing LLC451$153K0.01%-113F-HRTimeline
Eukles Asset Management447$152K0.06%+5913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV444$151K0.01%-7813F-HRTimeline
Stephens Consulting, LLC435$148K0.04%new13F-HRTimeline
Westside Investment Management, Inc.430$146K0.03%013F-HRTimeline
Family Manage LLC405$138K0.02%+3013F-HRTimeline
Fairway Wealth LLC402$137K0.04%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC445$136K0.12%-7113F-HRTimeline
Founders Capital Management395$134K0.08%-22313F-HRTimeline
HOWE & RUSLING INC390$132K0.01%+30413F-HRTimeline
Beacon Capital Management, LLC389$132K0.02%+3713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.382$130K<0.01%-2113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Independence Bank of Kentucky373$127K0.02%-6013F-HRTimeline
Pandora Wealth, Inc.371$126K0.08%013F-HRTimeline
Cedar Mountain Advisors, LLC368$125K0.03%013F-HRTimeline
Breakwater Investment Management363$123K0.05%013F-HRTimeline
PINNEY & SCOFIELD, INC.360$122K0.08%013F-HRTimeline
Roxbury Financial LLC354$120K0.12%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …353$120K0.02%+2113F-HRTimelineGroup
Private Wealth Asset Management, LLC341$116K0.02%+22513F-HRTimeline
Hughes Financial Services, LLC327$114K0.02%-5613F-HRTimeline
GeoWealth Management, LLC333$113K<0.01%+5413F-HRTimeline
WealthShield Partners, LLC333$113K0.01%+16613F-HRTimeline
Center for Financial Planning, Inc.332$113K0.01%013F-HRTimeline
Winthrop Capital Management, LLC330$112K0.03%013F-HRTimeline
Stuart Chaussee & Associates, Inc.320$109K0.02%013F-HRTimeline
Operose Advisors LLC314$107K0.03%013F-HRTimeline
MorganRosel Wealth Management, LLC313$106K0.03%013F-HRTimeline
Paladin Advisory Group, LLC308$105K0.08%013F-HRTimeline
Milestone Investment Advisors LLC300$102K0.03%013F-HRTimeline
Frazier Financial Advisors, LLC300$102K0.07%013F-HRTimeline
Salomon & Ludwin, LLC290$98.9K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP291$98.8K0.01%013F-HRTimelineGroup
Bay Harbor Wealth Management, LLC287$97.5K0.03%new13F-HRTimeline
Pacific Center for Financial Services286$97.1K0.03%013F-HRTimeline
Avalon Trust Co285$96.8K0.01%new13F-HRTimeline
Legacy Advisors, LLC30,467$89.7K1.45%-59,92713F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.261$88.6K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC258$87.6K0.01%013F-HRTimeline
JNBA Financial Advisors255$86.6K0.01%013F-HRTimeline
CX Institutional254$86K<0.01%-2313F-HR/ATimeline
BROWN, LISLE/CUMMINGS, INC.252$85.6K0.02%013F-HRTimeline
Transce3nd, LLC247$83.9K0.04%013F-HRTimeline
Insight Inv LLC245$83.2K0.06%013F-HRTimeline
Legacy Investment Solutions, LLC232$78.8K0.04%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…232$78.8K0.04%-42213F-HRTimelineGroup
Capital Investment Advisory Services, L…227$77.1K0.01%013F-HRTimeline
Grove Bank & Trust222$75.4K0.01%013F-HRTimeline
Kiker Wealth Management, LLC218$74K0.04%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/215$73K0.01%new13F-HRTimeline
Providence Capital Advisors, LLC209$70.8K0.01%new13F-HRTimeline
Luminist Capital LLC182$61.8K0.06%-1513F-HRTimeline
Medallion Wealth Advisors, LLC181$61.5K0.02%013F-HRTimeline
Cordgrass Capital Advisors, LLC178$60.4K0.02%+5313F-HRTimeline
SYM FINANCIAL Corp178$60.3K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.177$60.1K0.03%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.176$59.6K<0.01%-30913F-HRTimelineGroup
Horizons Wealth Management170$57.7K0.04%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC170$57K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC158$53.7K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…157$53.3K0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.150$50.9K0.03%013F-HRTimeline
Aventura Private Wealth, LLC146$49.6K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC145$49.2K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…145$49K0.02%013F-HRTimeline
Robinswood Financial LLC142$48.4K0.02%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.134$45.5K0.03%+613F-HRTimeline
RMG Wealth Management LLC129$44.5K0.01%13F-HRTimeline
Avion Wealth130$44K0.01%013F-HR/ATimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP143$43.9K0.02%13F-HRTimeline
Golden State Wealth Management, LLC120$40.7K<0.01%-313F-HRTimeline
FSA Wealth Management LLC120$40.7K0.02%013F-HRTimeline
Centricity Wealth Management, LLC120$40.7K0.03%013F-HRTimeline
NFSG Corp117$39.7K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding117$39.7K+33Timeline
Crews Bank & Trust116$39.4K0.01%013F-HRTimeline
GW&K Investment Management, LLC114$39K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC114$38.7K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC109$37K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.109$37K0.02%-14413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…106$36K<0.01%013F-HRTimelineGroup
Peachtree Investment Partners, LLC105$35.6K0.01%013F-HRTimeline
Woodside Wealth Management LLC99$33.6K0.03%013F-HRTimeline
LRI Investments, LLC96$32.6K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…90$30.6K0.04%013F-HRTimeline
Pacifica Partners Inc.90$30.4K0.01%-17713F-HRTimeline
Caldwell Trust Co88$29.9K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC87$29.4K0.01%-2513F-HRTimeline
Redwood Park Advisors LLC84$28.6K0.02%013F-HRTimeline
Rossby Financial, LCC82$27.8K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC75$25.5K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.75$25.5K0.02%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC71$24.1K<0.01%-56013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI70$23.8K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC88$23.1K0.26%new13F-HRTimeline
AllSquare Wealth Management LLC66$22.4K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…65$22.1K0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC64$21.6K<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …60$20.4K<0.01%+2813F-HRTimelineGroup
Glen Eagle Advisors, LLC59$20.1K<0.01%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC55$18.8K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC50$17K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…50$17K<0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA50$17K0.03%013F-HRTimeline
Vermillion & White Wealth Management Gr…45$15.3K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC40$13.6K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC39$13.2K<0.01%013F-HRTimeline
Bangor Savings Bank38$12.9K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton37$12.6K<0.01%-1713F-HRTimeline
IAG Wealth Partners, LLC37$12.6K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…30$10.4K0.01%013F-HRTimeline
STEPH & CO30$10.2K<0.01%013F-HRTimeline
MARSHALL & SULLIVAN INC /WA/29$9.85K<0.01%new13F-HRTimeline
MCF Advisors LLC29$9.85K<0.01%-713F-HRTimeline
Piscataqua Savings Bank25$8.49K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL25$8.49K<0.01%013F-HRTimeline
Palouse Capital Management, Inc.22$7.47K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.17$5.77K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC16$5.43K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/15$5.09K<0.01%013F-HR/ATimelineGroup
Kentucky Trust Co15$5.09K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC12$4.11K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC11$3.73K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC10$3.4K<0.01%013F-HR/ATimelineGroup
Weaver Capital Management LLC2$680<0.01%013F-HRTimeline
ARK Investment Management LLCin group ARK Investment Management LLC0$98<0.01%-1313F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.