Skip to content
Disclosery

IWB ISHARES TR

Follow

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
Steigerwald, Gordon & Koch Inc.186$69.5K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC181$67.6K0.02%013F-HRTimeline
SYM FINANCIAL Corp178$66.3K0.01%013F-HRTimeline
Horizons Wealth Management170$63.5K0.04%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC170$63K0.01%013F-HRTimeline
Caldwell Trust Co168$62.7K0.01%013F-HRTimeline
Cresta Advisors, Ltd.166$62K0.03%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…157$58.6K0.02%013F-HRTimeline
North Ridge Wealth Advisors, Inc.150$56K0.03%013F-HRTimeline
Aventura Private Wealth, LLC146$54.5K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC145$54.1K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…145$54K0.02%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC131$48.9K<0.01%013F-HRTimeline
Avion Wealth130$48K0.01%013F-HRTimeline
Horizon Investments, LLC126$47.1K<0.01%new13F-HRTimeline
Estate Planners Group, LLC123$45.9K0.02%13F-HRTimeline
Golden State Wealth Management, LLC120$44.9K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.117$44K0.04%13F-HRTimeline
Timmons Wealth Management, LLC118$43.9K0.04%13F-HRTimeline
NFSG Corp117$43.7K0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …116$43.4K<0.01%+5113F-HRTimelineGroup
Crews Bank & Trust116$43.3K0.01%013F-HRTimeline
GW&K Investment Management, LLC114$43K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC114$42.6K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC109$40.7K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…106$39.6K<0.01%013F-HRTimelineGroup
RED REEF ADVISORS LLC106$39.6K0.04%13F-HRTimeline
Peachtree Investment Partners, LLC105$39.2K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC102$37.9K0.01%+1513F-HRTimeline
Woodside Wealth Management LLC99$37K0.03%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…98$36.8K0.01%013F-HRTimeline
LRI Investments, LLC96$35.9K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding94$35.1K-23Timeline
Barnes Dennig Private Wealth Management…90$33.6K0.03%013F-HRTimeline
True Wealth Design, LLC86$32.1K0.01%new13F-HRTimeline
Breakwater Investment Management86$32.1K0.01%013F-HRTimeline
OPTIMA CAPITAL LLC85$31.7K0.01%new13F-HRTimeline
Redwood Park Advisors LLC85$31.6K0.02%+113F-HRTimeline
Advocate Investing Services LLC83$31K0.03%13F-HRTimeline
Rossby Financial, LCC82$30.6K0.01%013F-HRTimeline
Orion Capital Management LLC81$30.2K0.01%+1613F-HRTimeline
1 NORTH WEALTH SERVICES LLC75$28K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.75$28K0.03%013F-HRTimeline
REAP Financial Group, LLC74$27.7K0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI70$26.1K<0.01%013F-HRTimeline
Pacifica Partners Inc.65$24.3K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…65$24.3K0.01%013F-HRTimeline
Caitlin John, LLC61$22.8K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC59$22.1K<0.01%013F-HRTimeline
Robinswood Financial LLC50$18.9K0.01%-9213F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA50$18.7K0.04%013F-HRTimeline
GODSEY & GIBB, INC49$18.3K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC47$17.6K0.01%-313F-HRTimeline
Vermillion & White Wealth Management Gr…45$16.8K0.01%013F-HRTimeline
Ankerstar Wealth, LLC42$15.7K0.02%13F-HRTimeline
Tradewinds Capital Management, LLC40$14.9K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC39$14.6K<0.01%013F-HRTimeline
ARK Investment Management LLCin group ARK Investment Management LLC38$14.1K<0.01%new13F-HRTimelineGroup
IAG Wealth Partners, LLC37$13.8K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…30$11.5K0.01%013F-HRTimeline
STEPH & CO30$11.2K<0.01%013F-HRTimeline
MCF Advisors LLC29$10.8K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.28$10.5K<0.01%-8113F-HRTimeline
Piscataqua Savings Bank25$9.34K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL25$9.34K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…24$8.96K0.01%13F-HRTimeline
Palouse Capital Management, Inc.22$8.22K0.01%013F-HRTimeline
Davis Capital Management21$7.84K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.17$6.35K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC17$6.35K<0.01%-2813F-HRTimeline
Wilkerson Advisory Group LLC16$5.94K<0.01%13F-HRTimeline
Kentucky Trust Co15$5.6K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/15$5.6K<0.01%013F-HRTimelineGroup
Winch Advisory Services, LLC12$4.54K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC12$4.48K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12$4.48K<0.01%-73,66113F-HRTimelineGroup
Rosenberg Matthew Hamilton12$4.48K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC11$4.11K<0.01%013F-HRTimelineGroup
BFSG, LLC10$3.78K<0.01%013F-HRTimeline
Noble Wealth Management PBC5$1.87K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.4$1.49K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.2$747<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC1$373<0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC0$82<0.01%-8313F-HRTimelineAmount filed as zero, left out of ratios.