IWB ISHARES TR

ETF (fund)

1,408 managers (1,423 13F filers) reported a position in IWB shares at 2025-09-30, 98,454,387 shares in all. 83 filers opened a position and 38 filers sold out during the quarter.

Managers: 1,408
13F filers: 1,423
New: 83
Added: 379
Reduced: 498
Sold out: 38
Shares held by filers: 98,454,387

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Windsor Capital Management, LLC	638	$233K	0.06%	-35	13F-HR Timeline
Pallas Capital Advisors LLC	637	$233K	0.01%	-87	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	632	$231K	0.02%	0	13F-HR Timeline
Aspen Grove Capital, LLC	631	$231K	0.04%	0	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	629	$230K	0.07%	new	13F-HR Timeline
Moors & Cabot, Inc.	627	$229K	0.01%	-36	13F-HR Timeline
Prestige Wealth Management Group LLC	625	$228K	0.04%	0	13F-HR/A Timeline
AGH Wealth Advisors, LLC	625	$228K	0.17%	0	13F-HR Timeline
HOWLAND CAPITAL MANAGEMENT LLC	623	$228K	0.01%	0	13F-HR Timeline
Trexquant Investment LP	621	$227K	<0.01%	new	13F-HR Timeline
Freedom Day Solutions, LLC	621	$227K	0.06%	+1	13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	619	$226K	0.05%	-91	13F-HR Timeline
ROBERTS GLORE & CO INC /IL/	619	$226K	0.06%	0	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	617	$226K	0.02%	0	13F-HR Timeline
N.E.W. Advisory Services LLC	613	$224K	0.02%	0	13F-HR Timeline
VICTORY FINANCIAL GROUP, LLC	613	$224K	0.03%	+1	13F-HR Timeline
Resurgent Financial Advisors LLC	612	$224K	0.11%	0	13F-HR Timeline
Dunhill Financial, LLC	608	$222K	0.06%	+68	13F-HR Timeline
PENNINGTON PARTNERS & CO., LLC	608	$222K	0.11%	+1	13F-HR Timeline
PRUDENT INVESTORS NETWORK, INC.	605	$221K	0.05%	new	13F-HR Timeline
WIMMER ASSOCIATES 1, LLC	604	$221K	0.11%	0	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	596	$218K	0.01%	new	13F-HR Timeline
Autumn Glory Partners, LLC	591	$216K	0.09%	0	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	589	$215K	0.02%	-1	13F-HR Timeline
Sterling Financial Planning, Inc.	589	$215K	0.07%	0	13F-HR Timeline
VISTA FINANCE, LLC	588	$215K	0.14%	new	13F-HR Timeline
Fort Sheridan Advisors LLC	585	$214K	0.03%	0	13F-HR Timeline
Snider Financial Group	584	$214K	0.06%	new	13F-HR Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…	583	$213K	0.03%	new	13F-HR Timeline
Hemington Wealth Management	583	$213K	0.03%	0	13F-HR Timeline
Mandatum Life Insurance Co Ltd	581	$212K	0.05%	new	13F-HR Timeline
LITTLEJOHN FINANCIAL SERVICES, INC.	581	$212K	0.15%	new	13F-HR Timeline
Matisse Capital	580	$212K	0.1%	new	13F-HR Timeline
Colorado Capital Management, Inc.	577	$211K	0.08%	new	13F-HR Timeline
Cassaday & Co Wealth Management LLC	577	$211K	<0.01%	new	13F-HR Timeline
Shira Ridge Wealth Management	576	$211K	0.09%	new	13F-HR Timeline
Samalin Investment Counsel, LLC	575	$210K	0.07%	new	13F-HR Timeline
HARBOUR INVESTMENTS, INC.	575	$210K	<0.01%	+42	13F-HR Timeline
Life Planning Partners, Inc	574	$210K	0.15%	new	13F-HR Timeline
One Capital Management, LLC	573	$210K	0.01%	-55	13F-HR Timeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	573	$210K	0.03%	new	13F-HR Timeline
BAILARD, INC.	572	$209K	<0.01%	-100	13F-HR Timeline
LS Investment Advisors, LLC	572	$209K	0.03%	-50	13F-HR Timeline
Signature Wealth Management Partners, L…	570	$208K	0.11%	new	13F-HR Timeline
Fayez Sarofim & Coin group Fayez Sarofim & Co	568	$208K	<0.01%	new	13F-HR Timeline Group
BBR PARTNERS, LLC	564	$206K	0.01%	new	13F-HR Timeline
360 Financial, Inc.	564	$206K	0.07%	-100	13F-HR Timeline
Northstar Advisory Group, LLC	563	$206K	0.08%	new	13F-HR Timeline
OARSMAN CAPITAL, INC.	562	$205K	0.03%	new	13F-HR Timeline
BENNETT SELBY INVESTMENTS LP	561	$205K	0.07%	new	13F-HR Timeline
BridgePort Financial Solutions, LLC	560	$205K	0.06%	new	13F-HR Timeline
RVW Wealth, LLC	553	$202K	0.02%	new	13F-HR Timeline
Northwest Capital Management Inc	553	$202K	0.21%	+2	13F-HR Timeline
PRIVATE TRUST CO NA	550	$201K	0.02%	-745	13F-HR Timeline
CWS Financial Advisors, LLC	550	$201K	0.06%	new	13F-HR Timeline
Blume Capital Management, Inc.	550	$201K	0.04%	0	13F-HR Timeline
HFG Wealth Management, LLC	549	$201K	0.11%	new	13F-HR/A Timeline
Spectrum Asset Management, Inc. (NB/CA)	548	$200K	0.07%	new	13F-HR Timeline
Axis Wealth Partners, LLC	547	$200K	0.12%	new	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	547	$200K	0.04%	0	13F-HR Timeline
Root Financial Partners, LLC	533	$195K	0.01%	new	13F-HR Timeline
City State Bank	525	$192K	0.06%	0	13F-HR Timeline
WealthShield Partners, LLC	512	$187K	0.02%	+179	13F-HR Timeline
First Pacific Financial	508	$186K	0.03%	+1	13F-HR Timeline
Fairway Wealth LLC	502	$184K	0.05%	+100	13F-HR Timeline
Copia Wealth Management	502	$183K	0.14%	-21	13F-HR Timeline
Trifecta Capital Advisors, LLC	500	$183K	0.03%	0	13F-HR Timeline
Beaird Harris Wealth Management, LLC	496	$181K	0.01%	-124	13F-HR Timeline
C M BIDWELL & ASSOCIATES LTD	496	$181K	0.09%	-52,585	13F-HR Timeline
Grove Bank & Trust	491	$179K	0.02%	+269	13F-HR Timeline
Creative Capital Management Investments…	482	$176K	0.06%	new	13F-HR Timeline
CoreCap Advisors, LLC	478	$175K	0.01%	-4,665	13F-HR Timeline
Millstone Evans Group, LLC	478	$175K	0.11%	0	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	460	$168K	0.05%	-76	13F-HR Timeline Group
CREATIVE FINANCIAL DESIGNS INC /ADV	458	$168K	0.01%	+14	13F-HR Timeline
GAMMA Investing LLC	451	$165K	0.01%	0	13F-HR Timeline
Eukles Asset Management	447	$163K	0.06%	0	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	445	$163K	0.12%	0	13F-HR Timeline
Westside Investment Management, Inc.	430	$157K	0.03%	0	13F-HR Timeline
Integrity Financial Corp /WA	416	$152K	0.07%	new	13F-HR Timeline
McIlrath & Eck, LLC	409	$149K	0.02%	-99	13F-HR Timeline
Family Manage LLC	405	$148K	0.02%	0	13F-HR Timeline
Founders Capital Management	395	$144K	0.08%	0	13F-HR Timeline
HOWE & RUSLING INC	390	$143K	0.01%	0	13F-HR Timeline
Financial Life Planners	383	$140K	0.09%	new	13F-HR Timeline
Independence Bank of Kentucky	373	$136K	0.02%	0	13F-HR Timeline
Pandora Wealth, Inc.	371	$136K	0.08%	0	13F-HR Timeline
Cedar Mountain Advisors, LLC	368	$134K	0.03%	0	13F-HR Timeline
PINNEY & SCOFIELD, INC.	360	$132K	0.08%	0	13F-HR Timeline
CURIO WEALTH, LLC	350	$128K	0.05%	new	13F-HR Timeline
Private Wealth Asset Management, LLC	341	$125K	0.01%	0	13F-HR Timeline
Roxbury Financial LLC	341	$124K	0.11%	-13	13F-HR Timeline
Hughes Financial Services, LLC	327	$122K	0.02%	0	13F-HR Timeline
Winthrop Capital Management, LLC	330	$121K	0.03%	0	13F-HR Timeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …	353	$120K	0.01%	0	13F-HR Timeline Group
Stuart Chaussee & Associates, Inc.	320	$117K	0.03%	0	13F-HR Timeline
Paladin Advisory Group, LLC	308	$113K	0.09%	0	13F-HR Timeline
Milestone Investment Advisors LLC	300	$110K	0.03%	0	13F-HR Timeline
Frazier Financial Advisors, LLC	300	$110K	0.07%	0	13F-HR Timeline
Salomon & Ludwin, LLC	290	$107K	0.01%	0	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	291	$106K	0.01%	0	13F-HR Timeline Group
Pacific Center for Financial Services	286	$105K	0.03%	0	13F-HR Timeline
Avalon Trust Co	285	$104K	0.01%	0	13F-HR Timeline
Kozak & Associates, Inc.	285	$104K	0.02%	new	13F-HR Timeline
Bay Harbor Wealth Management, LLC	278	$102K	0.03%	-9	13F-HR Timeline
SJS Investment Consulting Inc.	267	$97.6K	0.01%	new	13F-HR Timeline
HANTZ FINANCIAL SERVICES, INC.	266	$97K	<0.01%	-116	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
MARYLAND CAPITAL ADVISORS INC.	261	$95.4K	0.03%	0	13F-HR Timeline
HHM Wealth Advisors, LLC	258	$94.3K	0.01%	0	13F-HR Timeline
Corundum Trust Company, INC	258	$94.3K	0.2%	new	13F-HR Timeline
JNBA Financial Advisors	255	$93.2K	0.01%	0	13F-HR Timeline
CX Institutional	254	$93K	<0.01%	0	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	252	$92.1K	0.02%	0	13F-HR Timeline
TANAKA CAPITAL MANAGEMENT INC	235	$86K	0.15%		13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	232	$84.8K	0.04%	0	13F-HR Timeline Group
TRUST CO OF TOLEDO NA /OH/	215	$78.6K	0.01%	0	13F-HR Timeline
Providence Capital Advisors, LLC	209	$76.2K	0.01%	0	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	202	$73.9K	<0.01%	+26	13F-HR Timeline Group
Washington Trust Advisors, Inc.	200	$73.1K	0.01%	new	13F-HR Timeline
Activest Wealth Management	195	$71.3K	0.01%	+195	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	186	$68K	0.01%	new	13F-HR Timeline
Medallion Wealth Advisors, LLC	181	$66.2K	0.02%	0	13F-HR Timeline
Capital Investment Advisory Services, L…	180	$65.8K	0.01%	-47	13F-HR Timeline
Cordgrass Capital Advisors, LLC	178	$65.1K	0.02%	0	13F-HR Timeline
SYM FINANCIAL Corp	178	$64.9K	0.01%	0	13F-HR Timeline
Koesten, Hirschmann & Crabtree, INC.	177	$64.7K	0.03%	0	13F-HR Timeline
Horizons Wealth Management	170	$62.1K	0.04%	0	13F-HR Timeline
VALLEY NATIONAL ADVISERS INC	170	$62K	0.01%	0	13F-HR Timeline
Caldwell Trust Co	168	$61.4K	0.01%	+80	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	157	$57.4K	0.11%	0	13F-HR Timeline
Kiker Wealth Management, LLC	156	$57K	0.03%	-62	13F-HR Timeline
North Ridge Wealth Advisors, Inc.	150	$54.8K	0.03%	0	13F-HR Timeline
Aventura Private Wealth, LLC	146	$53.4K	0.02%	0	13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	145	$53K	0.01%	0	13F-HR Timeline
CHILTON CAPITAL MANAGEMENT LLC	145	$53K	<0.01%	0	13F-HR Timeline
Robinswood Financial LLC	142	$52.1K	0.02%	0	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	131	$47.9K	<0.01%	new	13F-HR Timeline
RMG Wealth Management LLC	129	$47.3K	0.01%	0	13F-HR Timeline
Avion Wealth	130	$47K	0.01%	0	13F-HR Timeline
Luminist Capital LLC	138	$44.6K	0.04%	-44	13F-HR Timeline
Golden State Wealth Management, LLC	120	$43.9K	<0.01%	0	13F-HR Timeline
FSA Wealth Management LLC	120	$43.9K	0.02%	0	13F-HR Timeline
NFSG Corp	117	$42.8K	0.01%	0	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding	117	$42.8K		0	Timeline ANGELES WEALTH MANAGEMENT, LLC: 94 (<0.01%) 13F-HR Angeles Investment Advisors, LLC: 23 (<0.01%) 13F-HR
Crews Bank & Trust	116	$42.4K	0.01%	0	13F-HR Timeline
GW&K Investment Management, LLC	114	$42K	<0.01%	0	13F-HR Timeline
MB, LEVIS & ASSOCIATES, LLC	114	$41.7K	0.02%	0	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	109	$39.8K	<0.01%	0	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	109	$39.8K	0.02%	0	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	106	$38.7K	<0.01%	0	13F-HR Timeline Group
Peachtree Investment Partners, LLC	105	$38.3K	0.01%	0	13F-HR Timeline
Woodside Wealth Management LLC	99	$36.2K	0.03%	0	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	98	$35.9K	0.01%	new	13F-HR Timeline
LRI Investments, LLC	96	$35.1K	<0.01%	0	13F-HR Timeline
ABSHER WEALTH MANAGEMENT, LLC	90	$32.9K	<0.01%	new	13F-HR Timeline
Barnes Dennig Private Wealth Management…	90	$32.9K	0.04%	0	13F-HR Timeline
Fourth Dimension Wealth, LLC	87	$31.6K	0.01%	0	13F-HR Timeline
Breakwater Investment Management	86	$31.4K	0.01%	-277	13F-HR Timeline
First Command Advisory Services, Inc.	86	$31.4K	<0.01%	new	13F-HR Timeline
Redwood Park Advisors LLC	84	$30.9K	0.02%	0	13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	83	$30.4K	0.01%	new	13F-HR Timeline
Rossby Financial, LCC	82	$30.1K	0.01%	0	13F-HR Timeline
1 NORTH WEALTH SERVICES LLC	75	$27.4K	0.01%	0	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	75	$27.4K	0.03%	0	13F-HR Timeline
LOGAN CAPITAL MANAGEMENT INC	71	$25.9K	<0.01%	0	13F-HR Timeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI	70	$25.6K	<0.01%	0	13F-HR Timeline
Pacifica Partners Inc.	65	$23.8K	0.01%	-25	13F-HR Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …	65	$23.8K	<0.01%	+5	13F-HR Timeline Group
Atlantic Edge Private Wealth Management…	65	$23.8K	0.01%	0	13F-HR Timeline
Orion Capital Management LLC	65	$23.8K	0.01%	new	13F-HR Timeline
Caitlin John, LLC	61	$22.3K	0.02%	new	13F-HR Timeline
Glen Eagle Advisors, LLC	59	$21.6K	<0.01%	0	13F-HR Timeline
VICTORY CAPITAL MANAGEMENT INC	59	$21.5K	<0.01%	+4	13F-HR Timeline
AllSquare Wealth Management LLC	58	$21.2K	0.01%	-8	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	50	$18.3K	0.01%	0	13F-HR/A Timeline
Federation des caisses Desjardins du Qu…	50	$18.3K	<0.01%	0	13F-HR Timeline
INVESTMENT COUNSEL CO OF NEVADA	50	$18.3K	0.04%	0	13F-HR Timeline
EXCHANGE TRADED CONCEPTS, LLC	45	$16.4K	<0.01%	-1,984	13F-HR Timeline
Vermillion & White Wealth Management Gr…	45	$16.4K	0.01%	0	13F-HR Timeline
Tradewinds Capital Management, LLC	40	$14.6K	<0.01%	0	13F-HR Timeline
HOEY INVESTMENTS, INC	39	$14.3K	<0.01%	0	13F-HR Timeline
Bangor Savings Bank	38	$13.9K	<0.01%	0	13F-HR Timeline
IAG Wealth Partners, LLC	37	$13.5K	<0.01%	0	13F-HR Timeline
Smallwood Wealth Investment Management,…	30	$11.2K	0.01%	0	13F-HR Timeline
STEPH & CO	30	$11K	<0.01%	0	13F-HR Timeline
MCF Advisors LLC	29	$10.6K	<0.01%	0	13F-HR Timeline
Strategic Investment Solutions, Inc. /IL	25	$9.14K	<0.01%	0	13F-HR Timeline
Piscataqua Savings Bank	25	$9.14K	0.01%	0	13F-HR Timeline
Palouse Capital Management, Inc.	22	$8.04K	0.01%	0	13F-HR Timeline
Kathleen S. Wright Associates Inc.	22	$8.04K	<0.01%	new	13F-HR Timeline
Davis Capital Management	21	$7.67K	0.01%		13F-HR Timeline
Morling Financial Advisors, LLC	20	$7.31K	<0.01%	new	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	20	$7.31K	<0.01%	-114	13F-HR Timeline
BARRETT & COMPANY, INC.	17	$6.21K	<0.01%	0	13F-HR Timeline
Lowe Wealth Advisors, LLC	16	$5.85K	<0.01%	0	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	15	$5.49K	<0.01%	0	13F-HR Timeline Group
Abich Financial Wealth Management LLC	15	$5.48K	<0.01%		13F-HR Timeline
Kentucky Trust Co	15	$5.48K	<0.01%	0	13F-HR Timeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management	13	$4.75K	<0.01%	new	13F-HR Timeline Group
Winch Advisory Services, LLC	12	$4.43K	<0.01%	0	13F-HR Timeline