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Disclosery

IWB ISHARES TR

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ETF (fund)

1,381 managers (1,396 13F filers) reported a position in IWB shares at 2025-06-30, 97,276,497 shares in all. 110 filers opened a position and 54 filers sold out during the quarter.

Managers
1,381
13F filers
1,396
New
110
Added
425
Reduced
442
Sold out
54
Shares held by filers
97,276,497

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,828,766$3.65B2.77%+588,03413F-HRTimelineGroup
FMR LLCin group FMR LLC10,133,793$3.44B0.19%+312,15113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,768,103$1.62B0.13%+616,71713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,629,715$1.57B-51,238Timeline
M&T Bank Corpin group M&T Bank Corp2,923,970$993M3.41%+112,15213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,751,986$934M0.13%+34,48213F-HRTimelineGroup
LPL Financial LLC2,447,669$831M0.28%+46,55913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,385,776$810M0.52%-33,76213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,913,537$650M0.04%-270,37713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,780,576$605M0.1%-100,33013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,657,217$563M0.01%-747,62813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,606,643$546M0.12%+66,41213F-HRTimelineGroup
Millburn Ridgefield LLC /DE/1,586,642$539M12.97%-106,96613F-HRTimeline
Catalyst Capital Advisors LLC1,586,642$539M10.88%-106,96613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,405,034$477M4.29%+44,73213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,370,878$466M0.34%+86,53913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,344,682$457M0.03%+65,17013F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,288,976$438M7.09%+20,86413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,173,874$399M0.89%-11,91513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,165,020$395M1.56%-1,50313F-HRTimelineGroup
UBS Group AGin group UBS Group AG995,872$338M0.07%+20,50413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding939,034$319M+16,890Timeline
CHURCHILL MANAGEMENT Corp798,988$271M2.94%+6,16413F-HRTimeline
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…791,000$269M2.17%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV783,548$266M0.6%-227,18213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC749,361$254M0.45%+11,56013F-HRTimelineGroup
Legacy Wealth Management, LLC728,850$247M15.39%-29,47813F-HRTimeline
Capstone Financial Advisors, Inc.661,216$225M13.02%-5,06313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\659,590$224M0.28%+54,03413F-HRTimelineGroup
Creative Planningin group Creative Planning657,797$223M0.19%-9,32813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC579,524$197M0.07%-19,62113F-HRTimelineGroup
TIAAgroup of 2 filers holding573,914$194M-22,862Timeline
COMERICA BANK553,572$188M0.73%-16,57613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…542,758$187M0.31%+205,10113F-HRTimeline
Mariner, LLCin group Mariner, LLC535,883$182M0.26%+27,14313F-HRTimelineGroup
HighTower Advisors, LLC497,173$169M0.21%+11,53113F-HRTimeline
Empower Advisory Group, LLC478,858$163M0.49%-13,71713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC466,465$158M8.32%+450,28713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC453,121$154M0.04%-17,53813F-HRTimelineGroup
RED CEDAR INVESTMENT MANAGEMENT, LLC434,149$147M18.61%-19,69213F-HRTimeline
IEQ CAPITAL, LLC419,418$142M0.87%+37,78313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP418,739$142M0.21%+6,90113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA414,161$141M0.03%+59,55013F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding404,653$137M+2,956Timeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…385,000$131M0.26%-564,00013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.368,232$125M0.22%-6,61813F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC360,044$122M0.08%-15,65613F-HRTimelineGroup
Arbor Investment Advisors, LLC346,676$118M15.08%+1,66013F-HRTimeline
MPS Loria Financial Planners, LLC332,397$113M33.21%-9,86313F-HRTimeline
Waverly Advisors, LLC331,452$113M1.24%-49913F-HRTimeline
McKinley Carter Wealth Services, Inc.303,806$103M5.73%+5413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/282,613$96M0.05%-9,80413F-HRTimelineGroup
Cetera Investment Advisers268,706$91.2M0.15%-9,63413F-HRTimeline
Johns Hopkins University264,479$89.8M4.75%-370,45013F-HRTimeline
Winthrop Advisory Group LLC257,112$87.3M8.42%+26,95713F-HRTimeline
AMG National Trust Bank247,705$84.1M2.21%-85713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.236,244$80.2M0.14%-97013F-HRTimelineGroup
Parkside Advisors LLC221,192$75.1M16.5%-3,82513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC215,766$73.3M0.1%-12,63113F-HRTimeline
Ballentine Partners, LLC215,316$73.1M1.1%-8,13913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC213,047$72.3M1.18%-2,27113F-HRTimeline
BOK Financial Private Wealth, Inc.208,336$70.7M4.72%-11,35213F-HRTimeline
JFS WEALTH ADVISORS, LLC206,774$70.2M4.47%-86513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK201,718$68.5M0.4%-1,63613F-HRTimelineGroup
WASHINGTON TRUST Co195,514$66.4M2.35%-3,50113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP189,403$64.3M0.06%+3,89113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS185,529$63M0.05%-58813F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC185,502$63M0.08%+32,26513F-HRTimelineGroup
NorthCoast Asset Management LLC184,834$62.8M0.27%+4,13013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC178,911$60.8M1.14%+12,97013F-HRTimelineGroup
BRIGHTON JONES LLC177,798$60.4M1.64%-62913F-HRTimeline
OBSIDIAN CIO, LLC177,419$60.2M8.75%-2,80213F-HRTimeline
Cambridge Investment Research Advisors,…176,650$60M0.18%+3,29413F-HRTimeline
Wealthspire Advisors, LLC175,920$59.7M0.34%+2,04213F-HRTimeline
Enclave Advisors LLC172,157$58.5M9.44%-2,38113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp169,477$57.5M0.01%-6,42613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC167,228$56.8M0.16%-1,54913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.163,546$55.6M0.1%+18,93813F-HR/ATimelineGroup
NIXON PEABODY TRUST CO155,920$52.9M4.1%-20,42313F-HRTimeline
Jordan Park Group LLC155,130$52.7M3.42%-56,61513F-HRTimeline
DAIDO LIFE INSURANCE CO146,147$49.6M7.42%-217,74913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.144,119$48.9M0.4%-1,49013F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV143,760$48.8M1.08%013F-HR/ATimeline
SCHRODER INVESTMENT MANAGEMENT GROUP143,750$48.5M0.04%-68,40313F-HRTimeline
CHOREO, LLC138,988$47.2M0.66%-15,37513F-HRTimeline
Conservest Capital Advisors, Inc.138,423$47M4.64%-3,12613F-HRTimeline
RHUMBLINE ADVISERS138,156$46.9M0.04%+47,58313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP137,500$46.7M0.08%-184,00013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP135,537$46M0.06%-147,56313F-HR/ATimelineGroup
JT Stratford LLC132,571$45M6.81%+13,24413F-HRTimeline
Hippocratic Financial Advisors, LLC129,694$44M23.52%new13F-HRTimeline
DT Investment Partners, LLC127,808$43.4M3.9%+26,17513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…122,238$42.4M0.09%+32613F-HR/ATimelineGroup
Keel Point, LLC124,251$42.2M2.79%-47413F-HRTimeline
NewEdge Advisors, LLC123,154$41.8M0.22%+98413F-HRTimeline
Trust Co122,182$41.5M4.68%+19,88313F-HRTimeline
Brewster Financial Planning LLC119,766$40.7M27.44%+1,04813F-HRTimeline
Financial Management Professionals, Inc.118,438$40.2M4.52%-5,28913F-HRTimeline
American Financial Advisors, LLC117,260$39.8M5.56%-2,40813F-HRTimeline
Beacon Pointe Advisors, LLC116,486$39.6M0.41%+1,06613F-HRTimeline
Wealthfront Advisers LLC116,441$39.5M0.1%-10,16913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC115,293$39.2M0.21%+87,38613F-HRTimelineGroup
HOGE FINANCIAL SERVICES, LLC112,795$38.4M23.85%+5,22313F-HRTimeline
ASPIRIANT, LLC112,672$38.3M1.22%+41,06713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC111,619$37.9M2.09%+5,17913F-HRTimeline
Busey Bank107,132$36.4M1.11%-83913F-HRTimeline
MONTAG A & ASSOCIATES INC106,381$36.1M1.76%-62013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC105,492$35.8M0.81%-2113F-HRTimeline
St. Louis Trust Co104,677$35.5M4.74%-1,52213F-HRTimeline
RTD Financial Advisors, Inc.102,283$34.7M4.44%+6,06713F-HRTimeline
Constellation Investments, Inc.101,441$34.4M1.59%013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…100,930$34.3M8.95%-2,68713F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc99,135$33.5M0.01%+51,71013F-HRTimelineGroup
SACHEM HILL LLC95,291$32.4M6.6%-15,07913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC93,900$31.9M0.03%-27,62713F-HRTimelineGroup
TFO Wealth Partners, LLC91,027$30.9M5.44%+43113F-HRTimeline
Gray Private Wealth, LLC90,228$30.6M16.48%+4,15113F-HRTimeline
Wescott Financial Advisory Group, LLC89,455$30.4M2.91%-1,06013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC89,426$30.4M0.02%+1,76113F-HR/ATimelineGroup
PITCAIRN COin group PITCAIRN CO88,503$30.1M1.97%+44813F-HR/ATimelineGroup
Parker Investment Management, LLC87,954$29.9M4.58%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding87,492$29.7M-332Timeline
Robertson Stephens Wealth Management, L…87,297$29.6M1.03%-80413F-HRTimeline
May Hill Capital, LLC86,155$29.3M9.63%+11113F-HRTimeline
Wilmington Savings Fund Society, FSB86,027$29.2M0.52%+38213F-HRTimeline
Karpus Management, Inc.85,468$29M0.94%+49,01813F-HRTimeline
XML Financial, LLC85,227$28.9M2.51%-67613F-HRTimeline
Copperwynd Financial, LLC85,117$28.9M7.21%+4,12713F-HRTimeline
WHITTIER TRUST CO84,086$28.6M0.34%-2,39713F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC83,454$28.4M0.31%-3113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…81,872$27.8M0.38%+24213F-HRTimelineGroup
MAI Capital Management81,268$27.6M0.19%+1,96213F-HRTimeline
Opus Capital Group, LLC80,082$27.2M3.26%-50113F-HRTimeline
Sequoia Financial Advisors, LLC80,024$27.2M0.19%+1,70513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC77,307$26.3M0.31%+4,69413F-HRTimeline
&PARTNERS77,585$26.2M0.2%+2,53013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC76,847$26.1M11.02%+2,97713F-HRTimeline
Sachetta, LLC76,520$26M10.27%-1,00713F-HRTimeline
BLAIR WILLIAM & CO/IL76,252$25.9M0.07%-1,05013F-HRTimeline
NorthRock Partners, LLC75,691$25.7M0.67%+3,08613F-HR/ATimeline
FineMark National Bank & Trust73,430$24.9M0.85%+1,16813F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.71,519$24.3M1.98%+1,20613F-HRTimelineGroup
Clearstead Advisors, LLC71,232$24.2M0.34%+2,75513F-HRTimeline
Glenmede Investment Management, LP69,892$23.7M0.12%13F-HRTimeline
Modera Wealth Management, LLC68,280$23.2M0.29%-8513F-HRTimeline
Curi Capital, LLC67,143$22.8M0.43%+28,59813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC67,033$22.8M0.21%+48,62013F-HRTimelineGroup
Integrated Wealth Concepts LLC66,393$22.5M0.23%-3,33513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP65,316$22.2M0.48%-1313F-HRTimeline
Cornerstone Wealth Group, LLC64,881$22M1.65%+6,47513F-HRTimeline
OneDigital Investment Advisors LLC63,796$21.7M0.24%-38213F-HRTimeline
DAVIS R M INC60,643$20.6M0.38%-6913F-HRTimeline
Perigon Wealth Management, LLC60,168$20.4M0.48%+4,62513F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…60,000$20.4M0.04%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC59,722$20.3M0.15%+12,82313F-HR/ATimelineGroup
Paragon Capital Management LLC59,397$20.2M10.36%-79213F-HRTimeline
Centerpoint Advisors, LLC59,388$20.2M6.84%+313F-HRTimeline
Single Point Partners, LLC58,430$19.8M4.34%+5,54313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC57,333$19.5M0.02%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC57,101$19.4M0.01%+36,78613F-HRTimelineGroup
TRUST POINT INC.56,664$19.2M1.81%-3,65613F-HRTimeline
Quantinno Capital Management LP55,913$19M0.08%+12,91213F-HRTimeline
Austin Private Wealth, LLC54,876$18.6M1.48%-3,97613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…54,769$18.6M0.03%+52,74513F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC54,197$18.4M1.39%+1,84813F-HRTimeline
Koss-Olinger Consulting, LLC54,089$18.4M1.51%-10,80913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources53,804$18.3M<0.01%+23,10613F-HRTimelineGroup
SENTINEL WEALTH MANAGEMENT, INC.53,718$18.2M17.14%13F-HR/ATimeline
Auxano Advisors, LLC53,663$18.2M4.25%-34313F-HRTimeline
Mullaney, Keating & Wright, Inc.53,445$18.1M11.88%-25213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD53,081$18M9.35%+17,19113F-HRTimeline
SCS Capital Management LLC52,649$17.9M0.2%+5,48213F-HRTimeline
Badgley Phelps Wealth Managers, LLC52,017$17.7M0.39%-4613F-HRTimeline
Orion Porfolio Solutions, LLC51,890$17.6M0.15%+2,08113F-HR/ATimeline
UMB Bank, n.a.51,261$17.4M0.27%+33713F-HR/ATimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.51,233$17.4M0.78%-84413F-HRTimelineGroup
Heritage Investment Group, Inc.49,633$16.9M2.91%+17,15313F-HRTimeline
Tortoise Investment Management, LLC49,047$16.7M1.59%-27913F-HRTimeline
Cresset Asset Management, LLC48,923$16.6M0.08%-20,32713F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.48,825$16.6M0.09%-1,00213F-HRTimeline
Bordeaux Wealth Advisors LLC48,706$16.5M2.12%+6713F-HRTimeline
Rice Partnership, LLC48,698$16.5M2.87%+1,39513F-HRTimeline
CWM, LLCin group CWM, LLC47,050$16M0.06%-73,80813F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding46,965$15.9M+7,455Timeline
OLD NATIONAL BANCORP /IN/45,338$15.4M0.27%+29,89013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/45,101$15.3M6.42%+6,51613F-HR/ATimelineGroup
Glassman Wealth Services44,321$15.1M2.31%-19113F-HRTimeline
New England Private Wealth Advisors LLC42,443$14.8M2.16%+17513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC43,406$14.7M0.02%+213F-HRTimelineGroup
FIDUCIENT ADVISORS LLC43,351$14.7M1.8%+1,91513F-HRTimeline
YHB Investment Advisors, Inc.43,104$14.6M1.13%+2,23413F-HRTimeline
Latigo Investments, LLC42,556$14.5M7.44%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.41,281$14M0.35%-1,60113F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC41,172$14M1.96%-12,62113F-HRTimeline
JMG Financial Group, Ltd.41,036$13.9M0.42%-5513F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP40,621$13.8M0.99%-302,02213F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC39,887$13.5M0.89%+1513F-HRTimeline
HB Wealth Management, LLC39,724$13.5M0.11%-1,49513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…39,655$13.5M0.22%+21,19213F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC39,535$13.4M0.44%-1,84613F-HRTimeline