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Disclosery

IWB ISHARES TR

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ETF (fund)

1,333 managers (1,345 13F filers) reported a position in IWB shares at 2025-03-31, 97,779,994 shares in all. 73 filers opened a position and 76 filers sold out during the quarter.

Managers
1,333
13F filers
1,345
New
73
Added
411
Reduced
450
Sold out
76
Shares held by filers
97,779,994

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,240,732$3.12B2.8%+499,98113F-HR/ATimelineGroup
FMR LLCin group FMR LLC9,821,642$3.01B0.19%-22,93213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,680,953$1.44B-229,266Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,151,386$1.27B0.11%+56,40513F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp2,811,818$862M3.14%-271,88613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,717,504$834M0.12%+36,00013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,419,538$742M0.39%-17,74313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,404,845$738M0.02%+454,92113F-HRTimelineGroup
LPL Financial LLC2,401,110$737M0.29%-16,54713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,183,914$670M0.05%-77313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,880,906$577M0.11%+51,48113F-HR/ATimelineGroup
Millburn Ridgefield LLC /DE/1,693,608$519M12.59%+88,44313F-HRTimeline
Catalyst Capital Advisors LLC1,693,608$519M10.64%+88,44313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,540,231$472M0.11%+29,00913F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC1,360,302$417M4.03%+31,03413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,284,339$394M0.32%+67,72113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,279,512$392M0.03%+15,38613F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,268,112$389M6.88%+25,08013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,185,789$364M0.91%+249,46613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,166,523$358M1.55%-1,87013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,010,730$310M0.71%+235,84613F-HRTimeline
UBS Group AGin group UBS Group AG975,368$299M0.07%+10,03713F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…949,000$291M0.64%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding922,144$283M-587Timeline
CHURCHILL MANAGEMENT Corp792,824$243M3.08%+1,89113F-HRTimeline
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…791,000$243M2.18%013F-HRTimelineGroup
Legacy Wealth Management, LLC758,328$233M15.5%-19,37113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC737,801$226M0.47%-25213F-HRTimelineGroup
Creative Planningin group Creative Planning667,125$205M0.19%+14,47613F-HRTimelineGroup
Capstone Financial Advisors, Inc.666,279$204M12.82%-14,48313F-HRTimeline
Johns Hopkins University634,929$195M7.35%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\605,556$186M0.25%+35,10413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC599,145$184M0.07%-9,92313F-HRTimelineGroup
TIAAgroup of 2 filers holding596,776$183M+1,791Timeline
COMERICA BANK570,148$175M0.73%-5,33613F-HRTimeline
Mariner, LLCin group Mariner, LLC508,740$156M0.26%+2,80513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC470,659$152M0.04%-14,28513F-HRTimelineGroup
Empower Advisory Group, LLC492,575$151M0.49%-9,17713F-HRTimeline
HighTower Advisors, LLC485,642$149M0.2%-74513F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC453,841$139M19.26%-67,73713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP411,838$126M0.2%-41,04513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding401,697$123M-7,736Timeline
IEQ CAPITAL, LLC381,635$117M0.93%+243,36013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC375,700$115M0.08%-2,04813F-HRTimelineGroup
DAIDO LIFE INSURANCE CO363,896$112M15.13%-173,22713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA354,611$109M0.02%-161,06513F-HR/ATimelineGroup
Arbor Investment Advisors, LLC345,016$106M14.47%-69213F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP342,643$105M3.09%new13F-HRTimelineGroup
MPS Loria Financial Planners, LLC342,260$105M31.14%-35,65813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…337,657$104M0.2%-1,57013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.374,850$102M0.22%-118,71313F-HRTimelineGroup
Waverly Advisors, LLC331,951$102M1.24%-2,54813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP321,500$98.6M0.21%-57,50013F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.303,752$93.2M5.73%-6,44413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/292,417$89.7M0.05%+3,02013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP283,100$86.8M0.14%+138,25713F-HRTimelineGroup
Cetera Investment Advisers278,340$85.4M0.17%+1,13513F-HRTimeline
AMG National Trust Bank248,562$76.2M2.14%-1,34113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.237,214$72.8M0.14%-1,72113F-HRTimelineGroup
Winthrop Advisory Group LLC230,155$70.6M8.49%-20,23713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC228,397$70.1M0.1%+11,61213F-HRTimeline
Parkside Advisors LLC225,017$69M16.62%-4,41113F-HRTimeline
Ballentine Partners, LLC223,455$68.5M1.19%-1,64113F-HRTimeline
BOK Financial Private Wealth, Inc.219,688$67.4M5.06%-4,78913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC215,318$66M1.41%+149,05413F-HRTimeline
Jordan Park Group LLC211,745$65M4.72%+23,44113F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP212,153$64.7M0.07%+2,08913F-HRTimeline
JFS WEALTH ADVISORS, LLC207,639$63.7M4.31%-7,52513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK203,354$62.4M0.4%-51513F-HRTimelineGroup
WASHINGTON TRUST Co199,015$61M2.34%-10713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS186,117$57.1M0.04%+3,62113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP185,512$56.9M0.06%-61,73913F-HRTimelineGroup
NorthCoast Asset Management LLC180,704$55.4M0.28%-8,70313F-HR/ATimeline
OBSIDIAN CIO, LLC180,221$55.3M8.99%-4,18913F-HRTimeline
BRIGHTON JONES LLC178,427$54.7M1.76%-4,11413F-HRTimeline
NIXON PEABODY TRUST CO176,343$54.1M4.59%+31,31013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp175,903$54M0.01%+2,88613F-HRTimelineGroup
Enclave Advisors LLC174,538$53.5M9.14%-42513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC165,941$53.5M1.2%+13613F-HRTimelineGroup
Wealthspire Advisors, LLC173,878$53.3M0.32%+77,99713F-HRTimeline
Cambridge Investment Research Advisors,…173,356$53.2M0.18%+20,03113F-HRTimeline
MML INVESTORS SERVICES, LLC168,777$51.8M0.17%+17,15913F-HRTimeline
CHOREO, LLC154,363$47.3M0.73%-7,78813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC153,237$47M0.07%-137,21813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.145,609$44.7M0.42%+7,33013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.144,608$44.4M0.1%+29,14113F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV143,760$44.1M1.27%013F-HR/ATimeline
Conservest Capital Advisors, Inc.141,549$43.4M4.56%-18913F-HRTimeline
US FINANCIAL ADVISORS, LLC138,602$42.5M12.57%-92913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC127,480$39.1M0.04%-2,382,87813F-HRTimelineGroup
Wealthfront Advisers LLC126,610$38.8M0.1%+8,63613F-HRTimeline
Keel Point, LLC124,725$38.3M2.97%+2,15213F-HRTimeline
Financial Management Professionals, Inc.123,727$38M4.85%+15,75813F-HRTimeline
NewEdge Advisors, LLC122,170$37.5M0.22%-2,83013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…121,912$37.4M0.09%+4,70513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC121,527$37.3M0.04%+56,46913F-HRTimelineGroup
CWM, LLCin group CWM, LLC120,858$37.1M0.15%+77,54713F-HRTimelineGroup
American Financial Advisors, LLC119,668$36.7M5.33%-2,30513F-HRTimeline
JT Stratford LLC119,327$36.6M6.47%+19,87313F-HRTimeline
Brewster Financial Planning LLC118,718$36.4M26.92%-1,35613F-HRTimeline
Beacon Pointe Advisors, LLC115,420$35.4M0.4%+99313F-HRTimeline
SACHEM HILL LLC110,370$33.9M6.65%-2,77413F-HRTimeline
Busey Bank107,971$33.1M1.12%-44313F-HRTimeline
HOGE FINANCIAL SERVICES, LLC107,572$33M23.07%+4,26613F-HRTimeline
MONTAG A & ASSOCIATES INC107,001$32.8M1.64%-2,76213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC106,440$32.6M2%-5,22413F-HRTimeline
St. Louis Trust Co106,199$32.6M4.72%-31,53913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC105,513$32.4M0.82%013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…103,617$31.8M8.57%-1,03013F-HRTimeline
Trust Co102,299$31.4M3.73%+57,06013F-HRTimeline
DT Investment Partners, LLC101,633$31.2M3.01%-23,77113F-HRTimeline
Constellation Investments, Inc.101,441$31.1M1.48%-464,00013F-HRTimeline
RTD Financial Advisors, Inc.96,216$29.5M3.97%-4,48913F-HRTimeline
TFO Wealth Partners, LLC90,596$27.8M5.51%new13F-HRTimeline
RHUMBLINE ADVISERS90,573$27.8M0.03%+16,54513F-HR/ATimeline
Wescott Financial Advisory Group, LLC90,515$27.8M2.88%-3,39413F-HRTimeline
Legacy Advisors, LLC90,394$27.7M2.9%-56713F-HRTimeline
Robertson Stephens Wealth Management, L…88,101$27M1.01%+3313F-HRTimeline
PITCAIRN COin group PITCAIRN CO88,055$27M1.63%-72213F-HRTimelineGroup
Parker Investment Management, LLC87,954$27M4.82%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding87,824$26.9M-6,328Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC87,665$26.9M0.02%+33,26013F-HRTimelineGroup
WHITTIER TRUST CO86,483$26.5M0.37%+10013F-HRTimeline
Gray Private Wealth, LLC86,077$26.4M15.89%-1,78113F-HRTimeline
May Hill Capital, LLC86,044$26.4M9.96%+2913F-HRTimeline
XML Financial, LLC85,903$26.3M2.46%-3,47413F-HRTimeline
Wilmington Savings Fund Society, FSB85,645$26.3M0.49%013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC83,485$25.6M0.3%+1,17513F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…81,630$25M0.37%+1,47713F-HRTimelineGroup
Copperwynd Financial, LLC80,990$24.8M6.85%+3,29113F-HRTimeline
Opus Capital Group, LLC80,583$24.7M3.18%-1,19713F-HRTimeline
MAI Capital Management79,306$24.3M0.18%+14013F-HRTimeline
Sequoia Financial Advisors, LLC78,319$24M0.19%-37113F-HRTimeline
Sachetta, LLC77,527$23.8M9.75%+113F-HRTimeline
BLAIR WILLIAM & CO/IL77,302$23.7M0.07%-3,98213F-HRTimeline
&PARTNERS75,055$22.9M0.24%+48,97513F-HRTimeline
ACT WEALTH MANAGEMENT, LLC73,870$22.7M10.25%-1,00913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC72,613$22.3M0.31%+11,40713F-HRTimeline
NorthRock Partners, LLC72,605$22.3M0.75%-1,58313F-HRTimeline
FineMark National Bank & Trust72,262$22.2M0.81%-31313F-HRTimeline
ASPIRIANT, LLC71,605$22M0.76%+2,67913F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.70,313$21.6M1.97%-6,52813F-HRTimelineGroup
Integrated Wealth Concepts LLC69,728$21.4M0.25%+10,82613F-HRTimeline
Cresset Asset Management, LLC69,250$21.2M0.11%-9913F-HRTimeline
Clearstead Advisors, LLC68,477$21M0.33%+2,73013F-HRTimeline
Modera Wealth Management, LLC68,365$21M0.28%+1,51213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA66,134$20.3M0.11%+13,83713F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP65,329$20M0.5%-64313F-HRTimeline
Koss-Olinger Consulting, LLC64,898$19.9M1.68%-3,42513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…61,176$19.9M0.04%+6,99713F-HR/ATimelineGroup
OneDigital Investment Advisors LLC64,178$19.7M0.23%-2,89613F-HRTimeline
Alaska Permanent Fund Corp61,848$18.8M0.26%+49,17513F-HRTimeline
Ethos Financial Group, LLC61,052$18.7M1.79%+60,03013F-HRTimeline
DAVIS R M INC60,712$18.6M0.37%+76413F-HRTimeline
TRUST POINT INC.60,320$18.5M1.69%013F-HRTimeline
Paragon Capital Management LLC60,189$18.5M10.56%-3,81713F-HRTimeline
Centerpoint Advisors, LLC59,385$18.2M6.73%+99813F-HRTimeline
Austin Private Wealth, LLC58,852$18.1M1.62%-1,12113F-HRTimeline
Cornerstone Wealth Group, LLC58,406$17.9M1.49%-3,11813F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC56,310$17.3M0.53%-28,50513F-HRTimeline
Perigon Wealth Management, LLC55,543$17M0.44%+4,69913F-HRTimeline
Auxano Advisors, LLC54,006$16.6M4.39%-10013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC53,793$16.5M2.56%+50913F-HRTimeline
Mullaney, Keating & Wright, Inc.53,697$16.5M11.1%+1,25513F-HRTimeline
Single Point Partners, LLC52,887$16.2M3.81%-1,17413F-HRTimeline
1900 WEALTH MANAGEMENT LLC52,349$16.1M1.34%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.52,077$16M0.78%+80613F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC52,063$16M0.39%-2,29013F-HRTimeline
UMB Bank, n.a.50,924$15.6M0.26%-46713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AVANTAX ADVISORY SERVICES, INC.49,827$15.3M0.09%+17,48013F-HRTimeline
Orion Porfolio Solutions, LLC49,809$15.3M0.15%-17,88113F-HRTimeline
Orion Portfolio Solutions, LLC49,809$15.3M0.15%-17,88113F-HR/ATimeline
Tortoise Investment Management, LLC49,326$15.1M1.58%-30013F-HR/ATimeline
Bordeaux Wealth Advisors LLC48,639$14.9M2.76%013F-HRTimeline
Rice Partnership, LLC47,303$14.5M2.98%+91213F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc47,425$14.5M<0.01%-9,75113F-HRTimelineGroup
SCS Capital Management LLC47,167$14.5M0.18%new13F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC46,899$14.4M0.12%-16613F-HR/ATimelineGroup
Glassman Wealth Services44,512$13.7M2.28%-1,72313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC43,404$13.3M0.02%+27413F-HRTimelineGroup
Quantinno Capital Management LP43,001$13.2M0.09%+28,36513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.42,882$13.2M0.34%-89813F-HRTimelineGroup
Latigo Investments, LLC42,556$13.1M6.96%013F-HRTimeline
New England Private Wealth Advisors LLC42,268$13M2%+9513F-HRTimeline
FIDUCIENT ADVISORS LLC41,436$12.7M1.59%+6,51413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC41,381$12.7M0.44%+2,24313F-HRTimeline
HB Wealth Management, LLC41,219$12.6M0.11%+14,74813F-HRTimeline
JMG Financial Group, Ltd.41,091$12.6M0.43%-30413F-HRTimeline
YHB Investment Advisors, Inc.40,870$12.5M1.05%+83213F-HRTimeline
Jaffetilchin Investment Partners, LLC39,872$12.2M0.89%+17513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …39,510$12.1M0.33%+12,85613F-HRTimelineGroup
Clarius Group, LLC39,400$12.1M0.76%013F-HRTimeline
Glenview Trust Co39,111$12M0.23%-2,43313F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co38,666$11.9M0.16%+5613F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/38,585$11.8M5.63%-3,25413F-HRTimelineGroup
Curi Capital, LLC38,545$11.8M0.29%-6,93113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC37,839$11.6M0.17%-513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding37,764$11.6M-4,418Timeline
BRADLEY FOSTER & SARGENT INC/CT37,735$11.6M0.2%-14213F-HRTimeline
Atria Wealth Solutions, Inc.37,370$11.5M0.14%+1,87313F-HRTimeline