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IWB ISHARES TR

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ETF (fund)

1,484 managers (1,501 13F filers) reported a position in IWB shares at 2025-12-31, 101,085,544 shares in all. 75 filers opened a position and 57 filers sold out during the quarter.

Managers
1,484
13F filers
1,501
New
75
Added
411
Reduced
499
Sold out
57
Shares held by filers
101,085,544

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Rialto Wealth Management, LLC727$271K0.06%-2713F-HRTimeline
MTM Investment Management, LLC726$271K0.09%+213F-HRTimeline
BOSTON FAMILY OFFICE LLC725$271K0.02%013F-HRTimeline
GEM Asset Management, LLC716$271K0.12%013F-HRTimeline
TFR Capital, LLC.725$271K0.09%013F-HRTimeline
Wealth Dimensions Group, Ltd.724$270K0.05%013F-HRTimeline
Redhawk Wealth Advisors, Inc.723$270K0.03%-813F-HRTimeline
HRT FINANCIAL LP724$270K<0.01%-11,27713F-HRTimeline
WEALTH EFFECTS LLC723$270K0.08%013F-HRTimeline
EPG Wealth Management LLC720$269K0.07%013F-HRTimeline
Rydar Equities, Inc.719$269K0.21%+213F-HRTimeline
Carmel Capital Partners, LLC717$268K0.09%013F-HRTimeline
Marin Bay Wealth Advisors, LLC713$266K0.15%13F-HRTimeline
Athena Investment Management712$266K0.14%013F-HRTimeline
Private Capital Management, LLC708$265K0.03%013F-HRTimeline
Aspect Partners, LLC702$262K0.11%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP700$261K<0.01%013F-HRTimelineGroup
MATRIX ASSET ADVISORS INC/NY697$260K0.02%-5413F-HRTimeline
Quadcap Wealth Management, LLC696$260K0.03%013F-HRTimeline
Headlands Technologies LLC692$258K0.02%-1,39713F-HRTimeline
626 Financial, LLC691$258K0.11%013F-HRTimeline
Fielder Capital Group LLC690$258K0.05%013F-HRTimeline
Intellus Advisors LLC688$257K0.03%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC687$257K0.09%-16113F-HRTimeline
Moors & Cabot, Inc.687$257K0.01%+6013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC687$257K0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT687$257K0.01%013F-HRTimeline
King Wealth Management Group686$256K0.03%-1513F-HRTimeline
Timonier Family Office, LTD.685$256K0.08%013F-HRTimeline
Gateway Wealth Partners, LLC684$255K0.03%new13F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC684$255K0.23%-813F-HRTimeline
LANARK FINANCIAL, INC.683$255K0.02%-10013F-HRTimeline
Summit Place Financial Advisors, LLC682$255K0.12%013F-HRTimeline
Fortis Capital Management LLC681$254K0.03%+213F-HRTimeline
New England Professional Planning Group…678$253K0.11%013F-HRTimeline
Colter Lewis Investment Partners LLC677$253K0.29%13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC676$252K0.07%+113F-HRTimeline
JNBA Financial Advisors673$251K0.02%+41813F-HRTimeline
Magnus Financial Group LLC671$250K0.02%new13F-HRTimeline
Bigelow Investment Advisors, LLC670$250K0.1%-5013F-HRTimeline
Revolve Wealth Partners, LLC668$249K0.03%-24613F-HRTimeline
Silicon Valley Capital Partners667$249K0.02%+213F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC665$248K0.04%013F-HRTimeline
Bond & Devick Financial Network, Inc.663$248K0.07%013F-HRTimeline
Kemnay Advisory Services Inc.660$246K0.04%new13F-HRTimeline
Petix & Botte Co658$246K0.06%013F-HRTimeline
Tempo Wealth, LLC658$246K0.04%13F-HRTimeline
BAILARD, INC.655$245K0.01%+8313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC654$244K0.01%013F-HRTimeline
Pflug Koory, LLC652$243K0.11%-2213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.652$243K0.06%013F-HRTimeline
Howard Capital Management, LLC652$243K<0.01%-2313F-HRTimeline
UNITED BANK650$243K0.03%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC650$243K0.07%+2113F-HRTimeline
Investors Research Corp647$242K0.04%-36613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …647$242K0.05%013F-HRTimelineGroup
Disciplined Investments, LLC645$241K0.09%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/644$240K0.04%013F-HRTimeline
Seneschal Advisors, LLC643$240K0.18%013F-HRTimeline
IFG Advisory, LLC640$239K0.01%+113F-HRTimeline
NWK Group, Inc.640$239K0.08%013F-HRTimeline
XXI WEALTH, LLC636$238K0.14%13F-HRTimeline
Clark Capital Management Group, Inc.635$237K<0.01%new13F-HRTimeline
Olde Wealth Management, LLC637$237K0.07%-2013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC633$237K<0.01%+57413F-HRTimeline
SMART Wealth LLC633$236K0.07%new13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC632$236K0.02%013F-HRTimeline
Aspen Grove Capital, LLC631$236K0.04%013F-HRTimeline
Rathbones Group PLC627$234K<0.01%-2613F-HR/ATimeline
Prestige Wealth Management Group LLC625$233K0.04%013F-HRTimeline
AGH Wealth Advisors, LLC625$233K0.18%013F-HRTimeline
Freedom Day Solutions, LLC621$232K0.06%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC620$231K0.07%+113F-HRTimeline
ROBERTS GLORE & CO INC /IL/619$231K0.06%013F-HRTimeline
Resurgent Financial Advisors LLC612$229K0.11%013F-HRTimeline
Windsor Capital Management, LLC612$229K0.06%-2613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC609$227K0.01%-1413F-HRTimeline
PENNINGTON PARTNERS & CO., LLC609$227K0.09%+113F-HRTimeline
Dunhill Financial, LLC608$227K0.06%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp608$227K0.01%new13F-HRTimelineGroup
PRUDENT INVESTORS NETWORK, INC.605$226K0.05%013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC605$226K0.19%13F-HRTimeline
WIMMER ASSOCIATES 1, LLC604$226K0.1%013F-HRTimeline
Latitude Advisors, LLC602$225K0.1%new13F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC600$224K0.02%-18213F-HRTimeline
Berkeley Capital Partners, LLC600$224K0.05%-20013F-HRTimeline
Vision Retirement, LLC600$224K0.06%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV597$223K0.01%+113F-HRTimeline
InvesTrust595$222K0.09%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC592$221K0.02%-2513F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)591$221K0.07%+4313F-HRTimeline
Autumn Glory Partners, LLC591$221K0.08%013F-HRTimeline
Sterling Financial Planning, Inc.589$220K0.07%013F-HRTimeline
SageView Advisory Group, LLC589$220K0.01%-17013F-HRTimeline
VISTA FINANCE, LLC588$220K0.15%013F-HRTimeline
Fort Sheridan Advisors LLC585$218K0.03%013F-HRTimeline
Marks Group Wealth Management, Inc583$218K0.02%-1,14213F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…583$218K0.03%013F-HRTimeline
Everhart Financial Group, Inc.582$217K0.02%new13F-HRTimeline
Financial Connections Group, Inc.582$217K0.07%-14013F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.581$217K0.16%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.579$216K0.01%new13F-HRTimeline
Evolution Wealth Advisors, LLC579$216K0.02%-12513F-HRTimeline
Cassaday & Co Wealth Management LLC577$215K<0.01%013F-HRTimeline
Samalin Investment Counsel, LLC576$215K0.08%+113F-HRTimeline
Shira Ridge Wealth Management576$215K0.09%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…575$215K0.01%new13F-HRTimeline
Dorato Capital Management566$214K0.16%13F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC573$214K0.03%013F-HRTimeline
LS Investment Advisors, LLC572$214K0.03%013F-HRTimeline
Signature Wealth Management Partners, L…570$213K0.11%013F-HRTimeline
Independence Bank of Kentucky568$212K0.03%+19513F-HRTimeline
Matisse Capital567$212K0.09%-1313F-HRTimeline
Northstar Advisory Group, LLC564$211K0.07%+113F-HRTimeline
BBR PARTNERS, LLC564$211K0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.562$210K0.03%013F-HRTimeline
BENNETT SELBY INVESTMENTS LP561$210K0.07%013F-HRTimeline
BridgePort Financial Solutions, LLC560$209K0.06%013F-HRTimeline
Strategic Financial Concepts, LLC557$208K0.19%new13F-HRTimeline
Root Financial Partners, LLC557$208K0.01%+2413F-HRTimeline
Axis Wealth Partners, LLC557$208K0.11%+1013F-HRTimeline
RVW Wealth, LLC555$207K0.02%+213F-HRTimeline
HFG Wealth Management, LLC550$206K0.11%+113F-HRTimeline
PRIVATE TRUST CO NA550$205K0.02%013F-HRTimeline
CWS Financial Advisors, LLC550$205K0.06%013F-HRTimeline
Blume Capital Management, Inc.550$205K0.04%013F-HRTimeline
Colorado Capital Management, Inc.550$205K0.08%-2713F-HRTimeline
WADDELL & ASSOCIATES, LLC548$205K0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…547$204K0.03%013F-HRTimeline
PKS Advisory Services, LLC547$204K0.05%new13F-HRTimeline
Mascagni Wealth Management, Inc.546$204K0.15%new13F-HRTimeline
SP Asset Management LLC544$203K0.02%new13F-HRTimeline
Trexquant Investment LP543$203K<0.01%-7813F-HRTimeline
PFG Private Wealth Management, LLC541$202K0.09%new13F-HRTimeline
Hardy Reed LLC540$202K0.01%new13F-HRTimeline
Breachway Investments LLC540$202K0.21%13F-HRTimeline
LIBRA WEALTH LLC538$201K0.06%new13F-HRTimeline
Argos Wealth Advisors, LLC536$200K0.05%13F-HRTimeline
Federation des caisses Desjardins du Qu…535$200K<0.01%+48513F-HRTimeline
City State Bank525$196K0.05%013F-HRTimeline
CoreCap Advisors, LLC517$193K0.01%+3913F-HRTimeline
First Pacific Financial510$190K0.02%+213F-HRTimeline
Copia Wealth Management502$187K0.13%013F-HRTimeline
Trifecta Capital Advisors, LLC500$187K0.03%013F-HRTimeline
Beaird Harris Wealth Management, LLC496$185K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD496$185K0.09%013F-HRTimeline
Creative Capital Management Investments…482$180K0.05%013F-HRTimeline
Millstone Evans Group, LLC478$179K0.11%013F-HRTimeline
Signature Equity Partners, LLC467$174K0.1%13F-HRTimeline
CURIO WEALTH, LLC453$171K0.06%+10313F-HRTimeline
GAMMA Investing LLC451$168K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC445$168K0.12%013F-HRTimeline
Eukles Asset Management447$167K0.06%013F-HRTimeline
N.E.W. Advisory Services LLC434$162K0.01%-17913F-HRTimeline
Westside Investment Management, Inc.430$161K0.03%013F-HRTimeline
First Command Advisory Services, Inc.429$160K<0.01%+34313F-HRTimeline
Fairway Wealth LLC423$158K0.04%-7913F-HRTimeline
Integrity Financial Corp /WA416$155K0.08%013F-HRTimeline
McIlrath & Eck, LLC410$153K0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV406$152K0.01%-5213F-HRTimeline
Family Manage LLC405$151K0.02%013F-HRTimeline
Founders Capital Management395$148K0.08%013F-HRTimeline
HOWE & RUSLING INC390$146K0.01%013F-HRTimeline
Pandora Wealth, Inc.371$139K0.08%013F-HRTimeline
Cedar Mountain Advisors, LLC368$137K0.03%013F-HRTimeline
SJS Investment Consulting Inc.367$137K0.02%+10013F-HRTimeline
PINNEY & SCOFIELD, INC.360$134K0.08%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.351$131K<0.01%+14913F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN350$131K0.01%-60013F-HRTimeline
Quent Capital, LLC343$128K0.01%-41313F-HRTimeline
Roxbury Financial LLC341$127K0.11%013F-HRTimeline
Winthrop Capital Management, LLC330$123K0.03%013F-HRTimeline
Hughes Financial Services, LLC327$122K0.02%013F-HRTimeline
CX Institutional324$121K<0.01%+7013F-HRTimeline
MARQUETTE ASSOCIATES, INC.321$120K0.15%-47113F-HRTimeline
Paladin Advisory Group, LLC308$115K0.08%013F-HRTimeline
Keating Financial Advisory Services, In…308$115K0.02%13F-HRTimeline
Private Wealth Asset Management, LLC307$115K0.01%-3413F-HRTimeline
Milestone Investment Advisors LLC300$112K0.03%013F-HRTimeline
Frazier Financial Advisors, LLC300$112K0.07%013F-HRTimeline
Salomon & Ludwin, LLC290$109K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP291$109K0.01%013F-HRTimelineGroup
Kozak & Associates, Inc.285$108K0.02%013F-HRTimeline
Avalon Trust Co285$106K0.01%013F-HRTimeline
Pacific Center for Financial Services286$105K0.03%013F-HRTimeline
Grove Bank & Trust269$100K0.01%-22213F-HRTimeline
Wellington Grp LLC269$100K0.03%13F-HR/ATimeline
MARYLAND CAPITAL ADVISORS INC.261$97.5K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC258$96.3K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.252$94.1K0.02%013F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC235$88K0.16%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…232$86.6K0.04%013F-HRTimelineGroup
Bay Harbor Wealth Management, LLC228$85.1K0.02%-5013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/215$80.3K0.01%013F-HRTimeline
Providence Capital Advisors, LLC209$77.9K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC205$76.6K0.02%+2713F-HRTimeline
Washington Trust Advisors, Inc.200$74.7K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…195$72.8K0.01%+1513F-HRTimeline
Activest Wealth Management195$72.8K0.01%013F-HRTimeline
Windsor Advisory Group, LLC187$69.8K0.06%new13F-HRTimeline