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IWB ISHARES TR

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ETF (fund)

1,458 managers (1,478 13F filers) reported a position in IWB shares at 2026-03-31, 97,924,367 shares in all. 66 filers opened a position and 78 filers sold out during the quarter.

Managers
1,458
13F filers
1,478
New
66
Added
427
Reduced
523
Sold out
78
Shares held by filers
97,924,367

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MATRIX ASSET ADVISORS INC/NY698$249K0.02%+113F-HRTimeline
Vision Retirement, LLC696$248K0.07%+9613F-HRTimeline
626 Financial, LLC691$246K0.11%013F-HRTimeline
Fielder Capital Group LLC690$246K0.05%013F-HRTimeline
King Wealth Management Group686$245K0.03%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC687$245K0.01%013F-HRTimelineGroup
PRAIRIEVIEW WEALTH PARTNERS, LLC684$244K0.2%013F-HRTimeline
LANARK FINANCIAL, INC.683$244K0.02%013F-HRTimeline
Summit Place Financial Advisors, LLC682$243K0.12%013F-HRTimeline
Fortis Capital Management LLC679$242K0.03%-213F-HRTimeline
New England Professional Planning Group…678$242K0.1%013F-HRTimeline
Colter Lewis Investment Partners LLC677$241K0.23%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC677$241K0.07%+113F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC675$241K0.03%+7513F-HRTimeline
Thrive Wealth Management, LLC675$241K0.04%-22213F-HRTimeline
JNBA Financial Advisors673$240K0.02%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC672$240K0.08%-1513F-HRTimeline
Bigelow Investment Advisors, LLC670$239K0.1%013F-HRTimeline
Silicon Valley Capital Partners669$239K0.02%+213F-HRTimeline
Revolve Wealth Partners, LLC663$236K0.03%-513F-HRTimeline
Bond & Devick Financial Network, Inc.663$236K0.07%013F-HRTimeline
LexAurum Advisors, LLC662$236K0.03%13F-HRTimeline
LWM Advisory Services, LLC659$235K0.25%-1,63513F-HRTimeline
Tempo Wealth, LLC659$235K0.04%+113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC657$234K0.07%+3713F-HRTimeline
Howard Capital Management, LLC656$234K<0.01%+413F-HRTimeline
Avise Financial Cooperative, Inc.655$234K0.19%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC655$233K0.01%+113F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC652$232K0.04%-1313F-HRTimeline
Pflug Koory, LLC652$232K0.11%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.652$232K0.06%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC651$232K0.07%+113F-HRTimeline
Kemnay Advisory Services Inc.650$232K0.04%-1013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …647$231K0.04%013F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/644$230K0.04%013F-HRTimeline
Seneschal Advisors, LLC643$229K0.17%013F-HRTimeline
NWK Group, Inc.640$228K0.09%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC635$226K0.02%new13F-HRTimeline
Clark Capital Management Group, Inc.635$226K<0.01%013F-HRTimeline
Trek Financial, LLC635$226K0.01%-43613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC632$225K0.02%013F-HRTimeline
Aspen Grove Capital, LLC631$225K0.04%013F-HRTimeline
Schaeffer Financial LLC629$224K0.19%new13F-HRTimeline
Bison Wealth, LLC554$224K0.02%new13F-HRTimeline
AGH Wealth Advisors, LLC625$223K0.16%013F-HRTimeline
Resurgent Financial Advisors LLC623$222K0.08%+1113F-HRTimeline
ROBERTS GLORE & CO INC /IL/619$221K0.06%013F-HRTimeline
Olde Wealth Management, LLC618$220K0.07%-1913F-HRTimeline
PENNINGTON PARTNERS & CO., LLC609$217K0.07%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC609$217K0.01%013F-HRTimeline
Dunhill Financial, LLC608$217K0.05%013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.605$216K0.05%013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC605$216K0.17%013F-HRTimeline
WIMMER ASSOCIATES 1, LLC604$215K0.11%013F-HRTimeline
Windsor Capital Management, LLC603$215K0.06%-913F-HRTimeline
Latitude Advisors, LLC602$215K0.1%013F-HRTimeline
Cyndeo Wealth Partners, LLC601$214K0.01%-4,64513F-HRTimeline
Freedom Day Solutions, LLC601$214K0.06%-2013F-HRTimeline
Prestige Wealth Management Group LLC600$214K0.04%-2513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV598$213K0.01%+113F-HRTimeline
Carmel Capital Partners, LLC596$213K0.08%-12113F-HRTimeline
KINTRA WEALTH, LLC595$212K0.02%new13F-HRTimeline
InvesTrust595$212K0.09%013F-HRTimeline
Brooklyn Investment Group593$211K0.01%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC592$211K0.02%013F-HRTimeline
Autumn Glory Partners, LLC591$211K0.08%013F-HRTimeline
Sterling Financial Planning, Inc.589$210K0.06%013F-HRTimeline
Dorato Capital Management566$210K0.15%013F-HRTimeline
VISTA FINANCE, LLC588$210K0.17%013F-HRTimeline
Fort Sheridan Advisors LLC585$209K0.03%013F-HRTimeline
Marks Group Wealth Management, Inc583$208K0.02%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…583$208K0.03%013F-HRTimeline
GAMMA Investing LLC582$208K0.01%+13113F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.581$207K0.16%013F-HRTimeline
Financial Connections Group, Inc.582$207K0.07%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…575$207K0.01%013F-HRTimeline
Marin Bay Wealth Advisors, LLC579$207K0.12%-13413F-HRTimeline
Evolution Wealth Advisors, LLC579$206K0.02%013F-HRTimeline
Samalin Investment Counsel, LLC577$206K0.07%+113F-HRTimeline
Cassaday & Co Wealth Management LLC577$206K<0.01%013F-HRTimeline
Shira Ridge Wealth Management576$205K0.08%013F-HRTimeline
SageView Advisory Group, LLC574$205K0.01%-1513F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC573$204K0.04%013F-HRTimeline
MorganRosel Wealth Management, LLC571$204K0.08%-3,90113F-HRTimeline
Signature Wealth Management Partners, L…570$203K0.1%013F-HRTimeline
Northstar Advisory Group, LLC566$202K0.08%+213F-HRTimeline
BBR PARTNERS, LLC564$201K0.01%013F-HRTimeline
BOSTON FAMILY OFFICE LLC564$201K0.01%-16113F-HRTimeline
Moors & Cabot, Inc.562$200K0.01%-12513F-HRTimeline
OARSMAN CAPITAL, INC.562$200K0.02%013F-HRTimeline
BENNETT SELBY INVESTMENTS LP561$200K0.07%013F-HRTimeline
Bull Harbor Capital LLC561$200K0.05%13F-HRTimeline
Root Financial Partners, LLC551$196K0.01%-613F-HRTimeline
PRIVATE TRUST CO NA550$196K0.02%013F-HRTimeline
Colorado Capital Management, Inc.550$196K0.07%013F-HRTimeline
Blume Capital Management, Inc.550$196K0.03%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…542$193K0.03%-513F-HRTimeline
Federation des caisses Desjardins du Qu…535$191K<0.01%013F-HRTimeline
City State Bank525$187K0.05%013F-HRTimeline
CoreCap Advisors, LLC517$184K0.01%013F-HRTimeline
First Pacific Financial511$182K0.02%+113F-HRTimeline
Trifecta Capital Advisors, LLC500$178K0.03%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD496$177K0.08%013F-HRTimeline
Beaird Harris Wealth Management, LLC496$177K0.01%013F-HRTimeline
Creative Capital Management Investments…482$172K0.05%013F-HRTimeline
Millstone Evans Group, LLC478$170K0.1%013F-HRTimeline
Independence Bank of Kentucky468$167K0.02%-10013F-HRTimeline
Signature Equity Partners, LLC461$164K0.09%-613F-HRTimeline
CURIO WEALTH, LLC453$162K0.06%013F-HRTimeline
Eukles Asset Management447$159K0.07%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC445$159K0.11%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV444$158K0.01%+3813F-HRTimeline
Golden State Wealth Management, LLC442$158K0.02%+32213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.440$157K<0.01%-33813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Copia Wealth Management435$155K0.11%-6713F-HRTimeline
N.E.W. Advisory Services LLC434$155K0.01%013F-HRTimeline
Westside Investment Management, Inc.430$153K0.02%013F-HRTimeline
First Command Advisory Services, Inc.429$153K<0.01%013F-HRTimeline
Integrity Financial Corp /WA416$148K0.07%013F-HRTimeline
McIlrath & Eck, LLC411$147K0.01%+113F-HRTimeline
Family Manage LLC405$144K0.02%013F-HRTimeline
Founders Capital Management395$141K0.07%013F-HRTimeline
HOWE & RUSLING INC390$139K0.01%013F-HRTimeline
Financial Life Planners385$137K0.11%new13F-HRTimeline
WealthShield Partners, LLC373$133K0.01%-2,77913F-HRTimeline
Cedar Mountain Advisors, LLC368$131K0.03%013F-HRTimeline
SJS Investment Consulting Inc.367$131K0.02%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN350$125K0.01%013F-HRTimeline
Quent Capital, LLC344$123K0.01%+113F-HRTimeline
Roxbury Financial LLC341$121K0.11%013F-HRTimeline
Winthrop Capital Management, LLC330$118K0.03%013F-HRTimeline
Petix & Botte Co329$117K0.03%-32913F-HRTimeline
Key Capital Management, INC322$115K0.08%new13F-HRTimeline
MARQUETTE ASSOCIATES, INC.321$114K0.12%013F-HRTimeline
LONDON CO OF VIRGINIA320$114K<0.01%-30,13513F-HRTimeline
Paladin Advisory Group, LLC308$110K0.08%013F-HRTimeline
Private Wealth Asset Management, LLC307$109K0.01%013F-HRTimeline
Kozak & Associates, Inc.285$107K0.02%013F-HRTimeline
Milestone Investment Advisors LLC300$107K0.03%013F-HRTimeline
Frazier Financial Advisors, LLC300$107K0.06%013F-HRTimeline
Salomon & Ludwin, LLC290$104K0.01%013F-HRTimeline
RETIREMITTEN FINANCIAL LLC292$104K0.05%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP291$104K0.01%013F-HRTimelineGroup
Investors Research Corp291$104K0.02%-35613F-HRTimeline
Global Assets Advisory, LLC290$103K0.03%new13F-HRTimeline
Pacific Center for Financial Services286$102K0.03%013F-HRTimeline
Hughes Financial Services, LLC286$102K0.02%-4113F-HRTimeline
Avalon Trust Co285$102K0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC282$100K0.06%13F-HRTimeline
MOTCO274$97.7K0.01%new13F-HRTimeline
Grove Bank & Trust269$95.9K0.01%013F-HRTimeline
Mascoma Wealth Management LLC265$94.5K0.02%new13F-HRTimeline
Keating Financial Advisory Services, In…265$94.5K0.02%-4313F-HRTimeline
HHM Wealth Advisors, LLC258$92K0.01%013F-HRTimeline
CX Institutional257$91K<0.01%-6713F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.252$89.9K0.02%013F-HRTimeline
GeoWealth Management, LLC247$88.1K<0.01%new13F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC235$84K0.14%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…232$82.7K0.04%013F-HRTimelineGroup
PINNEY & SCOFIELD, INC.225$80.2K0.04%-13513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/215$76.7K0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC212$75.6K0.02%-1613F-HRTimeline
Providence Capital Advisors, LLC209$74.4K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.205$73.1K0.06%new13F-HRTimeline
Washington Trust Advisors, Inc.200$71.3K0.01%013F-HRTimeline
Activest Wealth Management195$69.5K0.01%013F-HRTimeline
Windsor Advisory Group, LLC187$66.7K0.06%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.186$66.3K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC181$64.5K0.02%013F-HRTimeline
Cordgrass Capital Advisors, LLC178$63.5K0.01%-2713F-HRTimeline
SYM FINANCIAL Corp178$63.3K0.01%013F-HRTimeline
Addison Advisors LLC171$61K0.01%new13F-HRTimeline
Horizons Wealth Management170$60.6K0.04%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC170$60K0.01%013F-HRTimeline
Caldwell Trust Co168$59.9K0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC161$57.4K0.01%-1,46113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…157$56K0.02%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC153$54.6K0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.150$53.5K0.03%013F-HRTimeline
Aventura Private Wealth, LLC146$52.1K0.02%013F-HRTimeline
RMG Wealth Management LLC129$52K0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…145$52K0.01%013F-HR/ATimeline
CHILTON CAPITAL MANAGEMENT LLC145$51.7K<0.01%013F-HRTimeline
Forum Finance Group S.A.175$50K0.03%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC141$50K<0.01%new13F-HRTimelineGroup
Avion Wealth130$46K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…125$44.6K<0.01%-7013F-HRTimeline
Wellington Grp LLC124$44.2K0.01%-14513F-HRTimeline
GILL CAPITAL PARTNERS, LLC118$42.1K0.01%new13F-HRTimeline
Timmons Wealth Management, LLC118$41.9K0.04%013F-HRTimeline
Crews Bank & Trust116$41.4K0.01%013F-HRTimeline
GW&K Investment Management, LLC114$41K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC114$40.6K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC109$38.9K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…106$37.8K<0.01%013F-HRTimelineGroup
RED REEF ADVISORS LLC106$37.8K0.04%013F-HRTimeline
Fourth Dimension Wealth, LLC102$36.2K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…98$35.2K0.01%013F-HRTimeline
LRI Investments, LLC96$34.2K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC94$33.5K<0.01%013F-HRTimelineGroup