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IWB ISHARES TR

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ETF (fund)

1,536 managers (1,556 13F filers) reported a position in IWB shares at 2026-06-30, 95,842,256 shares in all. 118 filers opened a position and 40 filers sold out during the quarter.

Managers
1,536
13F filers
1,556
New
118
Added
374
Reduced
569
Sold out
40
Shares held by filers
95,842,256

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
ARMSTRONG ADVISORY GROUP, INC403$165K0.01%+29413F-HRTimeline
Founders Capital Management395$162K0.07%013F-HRTimeline
LONDON CO OF VIRGINIA392$161K<0.01%+7213F-HRTimeline
Financial Life Planners385$158K0.1%013F-HRTimeline
Institute for Wealth Management, LLC.374$153K0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC368$151K0.03%013F-HRTimeline
SJS Investment Consulting Inc.367$150K0.02%013F-HRTimeline
Roxbury Financial LLC353$144K0.11%+1213F-HRTimeline
Horizon Investments, LLC349$143K<0.01%-34913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC340$139K<0.01%+30013F-HRTimelineGroup
Winthrop Capital Management, LLC330$135K0.03%013F-HRTimeline
Key Capital Management, INC322$132K0.07%013F-HRTimeline
MARQUETTE ASSOCIATES, INC.321$131K0.1%013F-HRTimeline
Paladin Advisory Group, LLC308$126K0.08%013F-HRTimeline
Private Wealth Asset Management, LLC307$126K0.01%013F-HRTimeline
Milestone Investment Advisors LLC300$123K0.03%013F-HRTimeline
Frazier Financial Advisors, LLC300$123K0.06%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP291$119K0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC290$119K0.01%013F-HRTimeline
Pacific Center for Financial Services286$117K0.03%013F-HRTimeline
Hughes Financial Services, LLC286$117K0.02%013F-HRTimeline
Kozak & Associates, Inc.285$117K0.02%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC284$116K0.01%+19013F-HRTimelineGroup
Innovative Asset Advisors Group, LLC282$116K0.05%013F-HRTimeline
Quent Capital, LLC281$115K0.01%-6313F-HRTimeline
Keating Financial Advisory Services, In…265$109K0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.261$107K0.03%13F-HRTimeline
HHM Wealth Advisors, LLC258$106K0.01%013F-HRTimeline
CX Institutional256$105K<0.01%-113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.252$103K0.02%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…240$98.3K0.04%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/238$97.5K0.01%+2313F-HRTimeline
Avalon Trust Co235$96.2K0.01%-5013F-HRTimeline
GeoWealth Management, LLC231$94.6K<0.01%-1613F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA230$94.2K0.18%+18013F-HRTimeline
IMA Advisory Services, Inc.228$93.4K0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC212$86.8K0.02%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding211$86.4K-12,600Timeline
Providence Capital Advisors, LLC209$85.4K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.205$83.9K0.05%013F-HRTimeline
Washington Trust Advisors, Inc.200$81.9K0.01%013F-HRTimeline
Chung Wu Investment Group, LLC200$81.9K0.05%new13F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co200$80.8K0.02%new13F-HRTimeline
Windsor Advisory Group, LLC187$76.6K0.06%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.186$76.2K0.01%013F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC183$74.9K0.02%new13F-HRTimeline
Regatta Research & Money Management178$72.9K0.07%13F-HRTimeline
SYM FINANCIAL Corp178$72.7K0.01%013F-HRTimeline
Addison Advisors LLC171$70K0.03%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC170$69.6K0.01%013F-HRTimeline
Caldwell Trust Co168$68.8K0.01%013F-HRTimeline
WealthShield Partners, LLC167$68.4K0.01%-20613F-HRTimeline
TOP Private Wealth LLC.160$65.6K0.06%13F-HRTimeline
Investors Research Corp159$65.1K0.01%-13213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…157$64.3K0.02%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC153$62.7K0.01%013F-HRTimeline
MOTCO151$61.8K0.01%-12313F-HRTimeline
Aventura Private Wealth, LLC146$59.8K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC145$59.4K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…145$59K0.01%013F-HRTimeline
Forum Finance Group S.A.175$58K0.02%013F-HRTimeline
Evolution Advisers, Inc.135$55K0.02%+4513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …134$54.8K<0.01%+4413F-HRTimelineGroup
RMG Wealth Management LLC129$54.6K0.01%013F-HRTimeline
Avion Wealth130$53K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC125$51.2K0.02%-5313F-HRTimeline
Timmons Wealth Management, LLC118$48.1K0.04%013F-HRTimeline
GW&K Investment Management, LLC114$47K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC114$46.7K0.02%013F-HRTimeline
Eukles Asset Management111$45.5K0.02%-33613F-HRTimeline
Golden State Wealth Management, LLC106$43.6K<0.01%-33613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…106$43.4K<0.01%013F-HRTimelineGroup
RED REEF ADVISORS LLC106$43.4K0.04%013F-HRTimeline
Fourth Dimension Wealth, LLC102$41.6K0.01%013F-HRTimeline
Brooklyn FI, LLC101$41.3K0.01%new13F-HRTimeline
PINNEY & SCOFIELD, INC.100$41K0.02%-12513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…99$40.5K0.01%+113F-HRTimeline
LRI Investments, LLC96$39.3K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…90$36.9K0.03%013F-HRTimeline
Wagner Wealth Management, LLC89$36.4K0.01%013F-HRTimeline
Breakwater Investment Management86$35.2K0.01%013F-HRTimeline
Advocate Investing Services LLC83$34K0.03%013F-HRTimeline
OAKWORTH CAPITAL, INC.83$33.9K<0.01%new13F-HRTimeline
Rossby Financial, LCC82$33.6K0.01%013F-HRTimeline
Orion Capital Management LLC81$33.2K0.01%013F-HRTimeline
Redwood Park Advisors LLC76$31.1K0.02%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC75$30.7K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.75$30.7K0.02%013F-HRTimeline
REAP Financial Group, LLC75$30.5K0.01%+113F-HRTimeline
GILL CAPITAL PARTNERS, LLC73$29.9K0.01%-4513F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC71$29.1K<0.01%new13F-HRTimeline
NFSG Corp67$27.4K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC66$27.1K0.01%013F-HRTimeline
MCF Advisors LLC66$26.9K<0.01%+3713F-HRTimeline
Atlantic Edge Private Wealth Management…65$26.6K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC64$26.2K<0.01%013F-HRTimeline
Luminist Capital LLC62$25.4K0.03%new13F-HRTimeline
Caitlin John, LLC61$25K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC59$24.2K<0.01%013F-HRTimeline
Robinswood Financial LLC50$20.7K0.01%013F-HRTimeline
Pacifica Partners Inc.50$20.4K0.01%-1513F-HRTimeline
Quantum Portfolio Management LLC47$19.2K0.01%new13F-HRTimeline
Peachtree Investment Partners, LLC43$17.6K0.01%013F-HRTimeline
Ankerstar Wealth, LLC42$17.2K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC41$16.8K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC40$16.4K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC39$16K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC37$15K<0.01%-10413F-HRTimelineGroup
MCDONALD PARTNERS LLC36$14.7K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC31$12.7K<0.01%-613F-HRTimeline
Smallwood Wealth Investment Management,…30$12.6K0.01%013F-HRTimeline
STEPH & CO30$12.3K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.28$11.5K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…27$11.1K<0.01%013F-HRTimeline
Prosperity Bancshares Inc25$10.2K0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL25$10.2K<0.01%013F-HRTimeline
Piscataqua Savings Bank25$10.2K0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…24$9.83K0.01%013F-HRTimeline
Davis Capital Management21$8.6K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.17$6.96K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC15$6.54K<0.01%-113F-HRTimeline
Kentucky Trust Co15$6.14K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management13$5.32K<0.01%new13F-HRTimelineGroup
Winch Advisory Services, LLC12$5.01K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC12$4.91K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton12$4.91K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC11$4.5K<0.01%013F-HRTimelineGroup
BFSG, LLC10$4.14K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC8$3.28K<0.01%-25713F-HRTimeline
SBI Securities Co., Ltd.7$2.87K<0.01%-2213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6$2.46K<0.01%-1,59213F-HRTimelineGroup
Noble Wealth Management PBC5$2.05K<0.01%013F-HRTimeline
Montgomery Financial Services LLC3$1.23K<0.01%13F-HRTimeline
Burk Holdings LLC2$831<0.01%013F-HRTimeline
Ares Financial Consulting, LLC1$410<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC88$10.5Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.