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Disclosery

IWB ISHARES TR

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ETF (fund)

1,346 managers (1,360 13F filers) reported a position in IWB shares at 2024-12-31, 100,574,860 shares in all. 72 filers opened a position and 45 filers sold out during the quarter.

Managers
1,346
13F filers
1,360
New
72
Added
395
Reduced
424
Sold out
45
Shares held by filers
100,574,860

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
FMR LLCin group FMR LLC9,844,574$3.17B0.19%-139,24013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,740,751$3.14B2.98%+460,80813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,910,219$1.58B+449,845Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,094,981$1.32B0.12%+454,81413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp3,083,704$993M3.35%-24,80713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,681,504$864M0.12%-25,72613F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,510,358$809M0.7%+2,499,11813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,437,281$785M0.52%-32,22313F-HRTimelineGroup
LPL Financial LLC2,417,657$779M0.32%+23,65013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,184,687$704M0.05%-635,44113F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,949,924$628M0.01%+217,66713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,829,425$589M0.11%-381,02613F-HRTimelineGroup
Millburn Ridgefield LLC /DE/1,605,165$517M12.94%+77,53713F-HRTimeline
Catalyst Capital Advisors LLC1,605,165$517M11.02%+77,53713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,511,222$487M0.12%+46,05313F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC1,329,268$428M4.17%+39,20413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,264,126$407M0.03%+76,55613F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,243,032$397M6.71%-9,00813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,216,618$392M0.33%-2,61813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,168,393$376M1.66%+20,71913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding965,331$311M+30,003Timeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…949,000$306M0.65%-47,00013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS936,323$302M0.86%-15,87213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding922,731$297M+165,116Timeline
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…791,000$255M2.18%013F-HRTimelineGroup
CHURCHILL MANAGEMENT Corp790,933$255M2.78%+43,43213F-HRTimeline
Legacy Wealth Management, LLC777,699$251M16.08%-3,89713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV774,884$250M0.61%-10,93613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC738,053$238M0.52%+52,22413F-HRTimelineGroup
Capstone Financial Advisors, Inc.680,762$219M13.55%-14,78513F-HRTimeline
Creative Planningin group Creative Planning652,649$210M0.2%-5,66513F-HRTimelineGroup
Johns Hopkins University634,929$205M7.7%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC609,068$196M0.07%13F-HR/ATimelineGroup
TIAAgroup of 2 filers holding594,985$192M-12,778Timeline
COMERICA BANK575,484$185M0.75%+2,18613F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\570,452$184M0.24%-1,80613F-HRTimelineGroup
Constellation Investments, Inc.565,441$182M8.29%13F-HRTimeline
DAIDO LIFE INSURANCE CO537,123$173M21.23%013F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC521,578$168M21.11%-5,86913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA515,676$166M0.04%-68,00813F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC508,479$164M9.19%-5,65013F-HR/ATimeline
Mariner, LLCin group Mariner, LLC505,935$163M0.27%+2,37613F-HRTimelineGroup
Empower Advisory Group, LLC501,752$162M0.54%-11,58213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.493,563$160M0.29%+101,90413F-HRTimelineGroup
HighTower Advisors, LLC486,387$157M0.21%+2,61013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC484,944$156M0.04%+10,28413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP452,883$146M0.23%+47,74713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding409,433$132M-5,514Timeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…400,000$129M1.72%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding379,000$122M+175,400Timeline
MPS Loria Financial Planners, LLC377,918$122M36.04%-6,36713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC377,748$122M0.08%-3,98213F-HRTimelineGroup
Arbor Investment Advisors, LLC345,708$111M15.69%-4,68513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…339,227$109M0.21%+31,79013F-HR/ATimeline
Waverly Advisors, LLC334,499$108M1.67%-1,86613F-HRTimeline
McKinley Carter Wealth Services, Inc.310,196$99.9M6.12%-9,90813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC290,455$93.6M0.12%+151,44513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/289,397$93.2M0.05%+4,98713F-HRTimelineGroup
Cetera Investment Advisers277,205$89.3M0.19%+15,22713F-HRTimeline
AMG National Trust Bank249,903$80.8M2.23%-6,55513F-HRTimeline
Winthrop Advisory Group LLC250,392$80.7M9.68%-1,33613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP247,251$79.7M0.08%+47,13613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.238,935$77M0.15%-1,80313F-HRTimelineGroup
Parkside Advisors LLC229,428$73.9M17.42%-1,52513F-HRTimeline
Ballentine Partners, LLC225,096$72.5M1.24%-2,96413F-HRTimeline
BOK Financial Private Wealth, Inc.224,477$72.3M5.25%-3,66013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC216,785$69.8M0.1%+9,99313F-HRTimeline
JFS WEALTH ADVISORS, LLC215,164$69.3M4.74%-3,08213F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC213,683$68.8M3.17%+113F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP210,064$67.9M0.07%-54,26313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK203,869$65.7M0.4%+75,18713F-HRTimelineGroup
EPIQ Capital Group, LLC203,092$65.4M17.07%+5,81513F-HRTimeline
WASHINGTON TRUST Co199,122$64.1M2.3%-3,25313F-HRTimeline
NorthCoast Asset Management LLC189,407$61M0.3%-4,55013F-HR/ATimeline
Jordan Park Group LLC188,304$60.7M4.48%+9,18113F-HRTimeline
OBSIDIAN CIO, LLC184,410$59.4M10.85%-2,55813F-HRTimeline
BRIGHTON JONES LLC182,541$58.8M1.7%+6,00613F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS182,496$58.8M0.05%+157,95413F-HRTimelineGroup
Enclave Advisors LLC174,963$56.4M9.27%-4,24213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp173,017$55.7M0.01%-21713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC165,805$53.4M1.2%+5,58813F-HRTimelineGroup
CHOREO, LLC162,151$52.3M0.75%-1,50213F-HRTimeline
Cambridge Investment Research Advisors,…153,325$49.4M0.17%+5,55013F-HRTimeline
HBC Financial Services, PLLC152,745$49.2M30.15%-5,12613F-HRTimeline
MML INVESTORS SERVICES, LLC151,618$48.8M0.17%-1,36113F-HRTimeline
NIXON PEABODY TRUST CO145,033$46.7M3.85%-82213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP144,843$46.4M0.08%-24,35813F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV143,760$46.3M1.48%013F-HRTimeline
Conservest Capital Advisors, Inc.141,738$45.7M4.72%+9113F-HRTimeline
US FINANCIAL ADVISORS, LLC139,531$45M13.82%+2,60113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.138,279$44.5M0.42%+1,86313F-HRTimelineGroup
IEQ CAPITAL, LLC138,275$44.5M0.43%+16,50513F-HRTimeline
St. Louis Trust Co137,738$44.4M6.34%-1,36513F-HRTimeline
DT Investment Partners, LLC125,404$40.4M3.42%-3,97213F-HRTimeline
NewEdge Advisors, LLC125,000$40.3M0.24%+9,49713F-HRTimeline
Keel Point, LLC122,573$39.5M3.16%-55913F-HRTimeline
American Financial Advisors, LLC121,973$39.3M5.54%-1,41713F-HRTimeline
Brewster Financial Planning LLC120,074$38.7M29.3%-3,22913F-HRTimeline
Wealthfront Advisers LLC117,974$38M0.11%+21,71313F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…117,207$37.8M0.1%+3,30813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.115,467$37.2M0.08%+80613F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC114,427$36.9M0.41%+2,97413F-HRTimeline
SACHEM HILL LLC113,144$36.5M7.61%-1,13313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC111,664$36M2.11%-1,02413F-HRTimeline
MONTAG A & ASSOCIATES INC109,763$35.4M1.68%+60813F-HRTimeline
Busey Bank108,414$34.9M1.15%-1,08113F-HRTimeline
Financial Management Professionals, Inc.107,969$34.8M4.4%+2,36313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC105,513$34M0.83%+1,75913F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…104,647$33.7M9.12%-3,54413F-HRTimeline
HOGE FINANCIAL SERVICES, LLC103,306$33.3M24.37%+46813F-HRTimeline
RTD Financial Advisors, Inc.100,705$32.4M4.16%-1,37313F-HRTimeline
JT Stratford LLC99,454$32M5.27%+9,92813F-HRTimeline
Wealthspire Advisors, LLC95,881$30.9M0.31%+1213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding94,152$30.3M+6,896Timeline
Wescott Financial Advisory Group, LLC93,909$30.3M3.14%-1,33713F-HRTimeline
Legacy Advisors, LLC90,961$29.3M2.84%+2,94013F-HRTimeline
XML Financial, LLC89,377$28.8M2.64%+6,28113F-HRTimeline
PITCAIRN COin group PITCAIRN CO88,777$28.6M1.69%+8,19713F-HRTimelineGroup
Robertson Stephens Wealth Management, L…88,068$28.4M1.01%-2,56913F-HRTimeline
Parker Investment Management, LLC87,954$28.3M4.42%013F-HRTimeline
Gray Private Wealth, LLC87,858$28.3M16.86%-1,45013F-HRTimeline
WHITTIER TRUST CO86,383$27.8M0.37%-14,52013F-HRTimeline
May Hill Capital, LLC86,015$27.7M10.73%13F-HRTimeline
Wilmington Savings Fund Society, FSB85,645$27.6M0.5%013F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC84,815$27.3M0.77%new13F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC82,310$26.5M0.31%-5713F-HRTimelineGroup
Opus Capital Group, LLC81,780$26.3M3.35%-34213F-HRTimeline
BLAIR WILLIAM & CO/IL81,284$26.2M0.08%-52913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…80,153$25.8M0.36%+5,15513F-HRTimelineGroup
MAI Capital Management79,166$25.5M0.19%+3,55913F-HRTimeline
Sequoia Financial Advisors, LLC78,690$25.4M0.24%-1,89013F-HR/ATimeline
Copperwynd Financial, LLC77,699$25M6.91%+3,50313F-HRTimeline
Sachetta, LLC77,526$25M9.86%-28213F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.76,841$24.8M2.29%+4,41113F-HRTimelineGroup
ACT WEALTH MANAGEMENT, LLC74,879$24.1M11.28%+59613F-HRTimeline
NorthRock Partners, LLC74,188$23.9M0.78%-3,27613F-HR/ATimeline
RHUMBLINE ADVISERS74,028$23.8M0.02%-25,94313F-HR/ATimeline
FineMark National Bank & Trust72,575$23.4M0.82%-53713F-HRTimeline
Cresset Asset Management, LLC69,349$22.3M0.11%-2,52113F-HRTimeline
ASPIRIANT, LLC68,926$22.2M0.8%+1,06213F-HRTimeline
Koss-Olinger Consulting, LLC68,323$22M1.93%-98613F-HRTimeline
Orion Porfolio Solutions, LLC67,690$21.8M0.22%+14,65713F-HRTimeline
Orion Portfolio Solutions, LLC67,690$21.8M0.22%+14,65713F-HRTimeline
OneDigital Investment Advisors LLC67,074$21.6M0.25%-2,32213F-HRTimeline
Modera Wealth Management, LLC66,853$21.5M0.26%-92013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC66,264$21.3M0.45%+27913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP65,972$21.3M0.51%+50,61213F-HRTimeline
Clearstead Advisors, LLC65,747$21.2M0.32%+2413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC65,058$21M0.03%+33,25913F-HRTimelineGroup
Paragon Capital Management LLC64,006$20.6M11.05%-1,20713F-HRTimeline
Cornerstone Wealth Group, LLC61,524$19.8M1.62%-31113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC61,206$19.7M0.28%+1,24913F-HRTimeline
TRUST POINT INC.60,320$19.4M1.35%013F-HRTimeline
Austin Private Wealth, LLC59,973$19.3M1.81%-24713F-HRTimeline
DAVIS R M INC59,948$19.3M0.38%+2,17513F-HRTimeline
Turtle Creek Wealth Advisors, LLC59,604$19.2M4.43%+37,25613F-HRTimeline
FSA WEALTH PARTNERS, INC.59,193$19.1M4.47%+1,75613F-HRTimeline
Integrated Wealth Concepts LLC58,902$19M0.22%+92913F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC58,391$18.8M0.57%-3,71913F-HRTimeline
Centerpoint Advisors, LLC58,387$18.8M6.59%-4,72213F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc57,176$18.4M<0.01%+6,65113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…54,179$17.8M0.03%-11,68313F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC54,405$17.5M0.01%-17,47813F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC54,353$17.5M0.41%-28713F-HRTimeline
Auxano Advisors, LLC54,106$17.4M4.39%-44413F-HRTimeline
Single Point Partners, LLC54,061$17.4M4.01%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC53,284$17.2M2.54%-64013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.51,271$17M0.81%-2,83913F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.52,442$16.9M11.4%-2,14413F-HRTimeline
1900 WEALTH MANAGEMENT LLC52,349$16.9M1.42%-913F-HRTimeline
CHARTIST INC /CA/52,311$16.9M8.73%-65113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA52,297$16.8M0.09%-10,15513F-HRTimelineGroup
Campbell Wealth Management51,848$16.7M1.5%+3,72813F-HRTimeline
Perigon Wealth Management, LLC50,844$16.6M0.41%-4,20313F-HRTimeline
UMB Bank, n.a.51,391$16.6M0.26%-22513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tortoise Investment Management, LLC49,626$16M1.69%-73013F-HR/ATimeline
Bordeaux Wealth Advisors LLC48,639$15.7M2.52%013F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC47,065$15.2M0.12%+3,47913F-HRTimelineGroup
Rice Partnership, LLC46,391$14.9M2.85%-1,35413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO46,259$14.9M0.02%+39,92313F-HRTimelineGroup
Glassman Wealth Services46,235$14.9M2.51%-35813F-HRTimeline
Curi Capital, LLC45,476$14.7M0.34%-7,51213F-HRTimeline
Trust Co45,239$14.6M1.67%+24113F-HRTimeline
Utah Retirement Systems44,100$14.2M0.16%+22,95013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.43,780$14.1M0.34%-40913F-HRTimelineGroup
CWM, LLCin group CWM, LLC43,311$14M0.06%-7,86113F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC43,130$13.9M0.02%+913F-HRTimelineGroup
Latigo Investments, LLC42,556$13.7M6.97%013F-HRTimeline
Northstar Financial Companies, Inc.42,272$13.6M12.89%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding42,182$13.6M-2,285Timeline
New England Private Wealth Advisors LLC42,173$13.6M2.15%+12213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/41,839$13.5M6.34%-2,27613F-HRTimelineGroup
Glenview Trust Co41,544$13.4M0.25%-24613F-HRTimeline
JMG Financial Group, Ltd.41,395$13.3M0.45%-18513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC40,500$13M0.02%new13F-HRTimeline
YHB Investment Advisors, Inc.40,038$12.9M1.06%-98013F-HRTimeline
Jaffetilchin Investment Partners, LLC39,697$12.8M0.93%+1613F-HRTimeline
Clarius Group, LLC39,400$12.7M0.87%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC39,138$12.6M0.47%+48613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co38,610$12.4M0.16%013F-HRTimelineGroup