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Disclosery

IWB ISHARES TR

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ETF (fund)

1,408 managers (1,423 13F filers) reported a position in IWB shares at 2025-09-30, 98,454,387 shares in all. 83 filers opened a position and 38 filers sold out during the quarter.

Managers
1,408
13F filers
1,423
New
83
Added
379
Reduced
498
Sold out
38
Shares held by filers
98,454,387

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLLP11,256,502$4.09B2.79%+427,73613F-HRTimelineGroup
FMR LLCin group FMR LLC9,975,372$3.65B0.19%-158,42113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,408,998$1.61B0.12%-359,10513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,341,025$1.59B-288,690Timeline
MORGAN STANLEYin group MORGAN STANLEY2,997,789$1.1B0.07%+1,084,25213F-HR/ATimelineGroup
M&T Bank Corpin group M&T Bank Corp2,833,777$1.04B3.48%-90,19313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,750,192$1.01B0.13%-1,79413F-HRTimelineGroup
LPL Financial LLC2,447,688$895M0.26%+1913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,358,504$862M0.52%-27,27213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,817,656$664M0.1%+37,08013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,744,693$638M+805,659Timeline
BlackRock, Inc.in group BlackRock, Inc.1,726,172$631M0.01%+68,95513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,598,499$584M0.12%-8,14413F-HRTimelineGroup
Millburn Ridgefield LLC /DE/1,465,713$536M12.79%-120,92913F-HRTimeline
Catalyst Capital Advisors LLC1,465,713$536M10.81%-120,92913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,426,322$521M4.37%+21,28813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,337,550$489M0.33%-33,32813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,321,355$483M0.03%-23,32713F-HR/ATimelineGroup
BOKF, NAin group BOKF, NA1,280,053$468M7.04%-8,92313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,168,590$427M0.87%-5,28413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,164,542$426M1.63%-47813F-HRTimelineGroup
UBS Group AGin group UBS Group AG945,211$345M0.07%-50,66113F-HRTimelineGroup
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…791,000$289M2.19%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV789,576$289M0.48%+6,02813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC757,510$277M0.45%+8,14913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\751,222$275M0.33%+91,63213F-HRTimelineGroup
TIAAgroup of 2 filers holding751,273$274M+177,359Timeline
Legacy Wealth Management, LLC722,592$264M15.55%-6,25813F-HRTimeline
Creative Planningin group Creative Planning655,263$239M0.18%-2,53413F-HRTimelineGroup
Capstone Financial Advisors, Inc.654,417$239M12.96%-6,79913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC624,187$228M0.07%+44,66313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA595,705$218M0.04%+181,54413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC535,599$196M0.25%-28413F-HRTimelineGroup
COMERICA BANK534,606$195M0.73%-18,96613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…524,376$193M0.29%-18,38213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC480,734$176M0.04%+27,61313F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP478,415$175M3.99%+437,79413F-HRTimelineGroup
HighTower Advisors, LLC477,372$174M0.2%-19,80113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC473,717$173M8.47%+7,25213F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …466,953$171M0.47%-11,90513F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…462,000$169M0.31%+77,00013F-HRTimeline
IEQ CAPITAL, LLC450,095$165M0.5%+30,67713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP417,587$153M0.21%-1,15213F-HRTimelineGroup
RED CEDAR INVESTMENT MANAGEMENT, LLC417,193$152M17.87%-16,95613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding390,984$143M-13,669Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.364,064$133M0.23%-4,16813F-HRTimelineGroup
MPS Loria Financial Planners, LLC334,251$122M32.46%+1,85413F-HRTimeline
Waverly Advisors, LLC328,073$120M1.2%-3,37913F-HRTimeline
Cetera Investment Advisers324,930$119M0.14%+56,22413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC314,542$115M0.07%-45,50213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/307,577$112M0.05%+24,96413F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.302,543$111M5.81%-1,26313F-HRTimeline
Arbor Investment Advisors, LLC301,629$110M14%-45,04713F-HRTimeline
Johns Hopkins University264,479$96.7M5.39%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP257,800$94.2M0.14%+120,30013F-HRTimelineGroup
Winthrop Advisory Group LLC253,891$92.8M8.12%-3,22113F-HRTimeline
AMG National Trust Bank246,924$90.2M2.2%-78113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.234,432$85.7M0.14%-1,81213F-HRTimelineGroup
Ballentine Partners, LLC212,626$77.7M1.08%-2,69013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC208,269$76.1M0.05%+151,16813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC206,142$75.3M1.01%-6,90513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC203,708$74.5M0.1%-12,05813F-HRTimeline
JFS WEALTH ADVISORS, LLC202,607$74M4.33%-4,16713F-HRTimeline
BOK Financial Private Wealth, Inc.202,430$74M4.66%-5,90613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP198,378$72.5M0.07%+8,97513F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK197,007$72M0.4%-4,71113F-HRTimelineGroup
WASHINGTON TRUST Co194,872$71.2M2.34%-64213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS183,673$67.1M0.05%-1,85613F-HRTimelineGroup
NorthCoast Asset Management LLC178,035$65.1M0.25%-6,79913F-HRTimeline
BRIGHTON JONES LLC176,984$64.7M1.55%-81413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC175,983$64.3M1.06%-2,92813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.178,199$64.1M0.09%+14,65313F-HRTimelineGroup
Cambridge Investment Research Advisors,…175,000$64M0.18%-1,65013F-HRTimeline
Wealthspire Advisors, LLC174,426$63.7M0.33%-1,49413F-HRTimeline
OBSIDIAN CIO, LLC172,890$63.2M8.29%-4,52913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp169,024$61.8M0.01%-45313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC166,827$61M0.16%-40113F-HRTimeline
Enclave Advisors LLC166,363$60.8M9.29%-5,79413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC164,913$60.3M0.08%-20,58913F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP152,560$55.6M0.04%+8,81013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…151,200$55.3M0.1%+91,20013F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV146,323$53.5M0.98%+2,56313F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.145,981$53.4M0.39%+1,86213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP144,429$52.6M0.08%+8,89213F-HRTimelineGroup
JT Stratford LLC143,241$52.4M7.01%+10,67013F-HRTimeline
Conservest Capital Advisors, Inc.138,709$50.7M4.69%+28613F-HRTimeline
CHOREO, LLC136,447$49.9M0.65%-2,54113F-HRTimeline
Hippocratic Financial Advisors, LLC132,706$48.5M23.33%+3,01213F-HRTimeline
Jordan Park Group LLC132,193$48.3M2.76%-22,93713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC128,530$47M0.03%+34,63013F-HRTimelineGroup
NewEdge Advisors, LLC125,017$45.7M0.21%+1,86313F-HRTimeline
Keel Point, LLC124,893$45.6M2.81%+64213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…124,194$45.4M0.09%+1,95613F-HRTimelineGroup
Trust Co123,305$45.1M4.61%+1,12313F-HRTimeline
Financial Management Professionals, Inc.121,190$44.3M4.61%+2,75213F-HRTimeline
DT Investment Partners, LLC121,144$44.3M3.75%-6,66413F-HRTimeline
NIXON PEABODY TRUST CO120,036$43.9M3.21%-35,88413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC119,339$43.6M0.18%+4,04613F-HRTimelineGroup
Brewster Financial Planning LLC118,692$43.4M27.28%-1,07413F-HRTimeline
American Financial Advisors, LLC114,488$41.8M5.39%-2,77213F-HRTimeline
Wealthfront Advisers LLC113,071$41.3M0.1%-3,37013F-HRTimeline
ASPIRIANT, LLC112,068$41M1.25%-60413F-HRTimeline
HOGE FINANCIAL SERVICES, LLC111,653$40.8M23.39%-1,14213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC109,677$40.1M2.08%-1,94213F-HRTimeline
MONTAG A & ASSOCIATES INC107,845$39.4M1.81%+1,46413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC105,492$38.8M0.83%013F-HRTimeline
Busey Bank105,188$38.4M1.07%-1,94413F-HRTimeline
Beacon Pointe Advisors, LLC104,284$38.1M0.32%-12,20213F-HRTimeline
RHUMBLINE ADVISERS103,401$37.8M0.03%-34,75513F-HRTimeline
Constellation Investments, Inc.101,441$37.1M1.73%013F-HRTimeline
RTD Financial Advisors, Inc.98,923$36.2M4.35%-3,36013F-HRTimeline
DAIDO LIFE INSURANCE CO97,981$35.8M5.15%-48,16613F-HRTimeline
St. Louis Trust Co96,857$35.4M4.41%-7,82013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…96,416$35.2M8.9%-4,51413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding91,379$33.4M+3,887Timeline
TFO Wealth Partners, LLC91,027$33.3M5.42%013F-HRTimeline
SACHEM HILL LLC90,604$33.1M6.62%-4,68713F-HRTimeline
Legacy Advisors, LLC89,578$32.7M4.04%+59,11113F-HRTimeline
Wescott Financial Advisory Group, LLC88,503$32.3M2.9%-95213F-HRTimeline
Gray Private Wealth, LLC88,383$32.3M16.29%-1,84513F-HRTimeline
Parker Investment Management, LLC87,533$32M4.36%-42113F-HRTimeline
May Hill Capital, LLC85,865$31.4M9.2%-29013F-HRTimeline
Karpus Management, Inc.85,777$31.3M0.99%+30913F-HRTimeline
Wilmington Savings Fund Society, FSB85,645$31.3M0.75%-38213F-HR/ATimeline
Robertson Stephens Wealth Management, L…85,484$31.2M0.94%-1,81313F-HRTimeline
XML Financial, LLC84,513$30.9M2.51%-71413F-HRTimeline
WHITTIER TRUST CO83,515$30.7M0.35%-57113F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC83,454$30.5M0.34%013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…83,372$30.5M0.39%+1,50013F-HRTimelineGroup
NorthRock Partners, LLC80,644$29.5M0.53%+4,95313F-HRTimeline
Sequoia Financial Advisors, LLC80,063$29.3M0.18%+3913F-HRTimeline
Opus Capital Group, LLC79,534$29.1M3.27%-54813F-HRTimeline
&PARTNERS79,407$29.1M0.19%+1,82213F-HRTimeline
MAI Capital Management79,225$29M0.18%-2,04313F-HRTimeline
ACT WEALTH MANAGEMENT, LLC78,168$28.6M10.01%+1,32113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC77,350$28.3M0.22%+4313F-HRTimeline
BLAIR WILLIAM & CO/IL76,613$28M0.07%+36113F-HRTimeline
Sachetta, LLC76,454$27.9M10.4%-6613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC75,480$27.6M0.02%-13,94613F-HRTimelineGroup
Quantinno Capital Management LP74,297$27.2M0.07%+18,38413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…73,673$26.9M0.74%+62,02213F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.73,305$26.8M1.85%+1,78613F-HRTimelineGroup
Clearstead Advisors, LLC71,155$26M0.38%-7713F-HRTimeline
FineMark National Bank & Trust71,056$26M0.85%-2,37413F-HRTimeline
Glenmede Investment Management, LP69,878$25.5M0.12%-1413F-HRTimeline
Modera Wealth Management, LLC68,373$25M0.29%+9313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC65,705$24M0.19%-1,32813F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP65,047$23.8M0.49%-26913F-HRTimeline
Integrated Wealth Concepts LLC64,719$23.7M0.21%-1,67413F-HRTimeline
PITCAIRN COin group PITCAIRN CO63,968$23.4M1.85%-24,53513F-HRTimelineGroup
Cornerstone Wealth Group, LLC63,390$23.2M1.56%-1,49113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources63,119$23.1M0.01%+9,31513F-HRTimelineGroup
OneDigital Investment Advisors LLC62,440$22.8M0.23%-1,35613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,753$22.2M0.02%+3,42013F-HRTimelineGroup
DAVIS R M INC60,141$22M0.38%-50213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC60,124$22M0.13%+40213F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…59,426$21.7M0.03%+4,65713F-HRTimelineGroup
Paragon Capital Management LLC58,385$21.3M10.3%-1,01213F-HRTimeline
Single Point Partners, LLC58,065$21.2M4.31%-36513F-HRTimeline
Centerpoint Advisors, LLC58,017$21.2M6.58%-1,37113F-HRTimeline
Perigon Wealth Management, LLC57,211$20.9M0.43%-2,95713F-HRTimeline
TRUST POINT INC.56,664$20.7M1.67%013F-HRTimeline
UMB Bank, n.a.55,846$20.4M0.3%+4,58513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Austin Private Wealth, LLC54,251$19.8M1.53%-62513F-HRTimeline
Mullaney, Keating & Wright, Inc.53,963$19.7M10.95%+51813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…53,641$19.6M0.04%+49,66013F-HRTimelineGroup
SENTINEL WEALTH MANAGEMENT, INC.53,382$19.5M16.95%-33613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.52,706$19.3M0.72%+1,47313F-HRTimelineGroup
Auxano Advisors, LLC52,688$19.3M4.09%-97513F-HRTimeline
Orion Porfolio Solutions, LLC52,016$19M0.15%+12613F-HRTimeline
SCS Capital Management LLC51,529$18.8M0.21%-1,12013F-HRTimeline
Badgley Phelps Wealth Managers, LLC51,521$18.8M0.4%-49613F-HRTimeline
Koss-Olinger Consulting, LLC54,806$18.6M1.54%+71713F-HRTimeline
Heritage Investment Group, Inc.48,976$17.9M2.87%-65713F-HRTimeline
Cresset Asset Management, LLC48,901$17.9M0.08%-2213F-HR/ATimeline
FLOW TRADERS U.S. LLC48,667$17.8M0.72%+44,29513F-HRTimeline
Tortoise Investment Management, LLC48,423$17.7M1.58%-62413F-HRTimeline
Rice Partnership, LLC46,010$16.8M2.39%-2,68813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding45,808$16.7M-1,157Timeline
Glassman Wealth Services44,016$16.1M2.26%-30513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC43,713$16M0.02%+30713F-HRTimelineGroup
Latigo Investments, LLC42,556$15.6M7.84%013F-HRTimeline
New England Private Wealth Advisors LLC42,538$15.5M2.05%+9513F-HRTimeline
YHB Investment Advisors, Inc.41,813$15.3M1.12%-1,29113F-HRTimeline
GTS SECURITIES LLC41,284$15.1M0.58%+19,23513F-HRTimeline
HB Wealth Management, LLC41,242$15.1M0.1%+1,51813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/41,224$15.1M5.92%-3,87713F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC40,872$14.9M1.9%-30013F-HRTimeline
FIDUCIENT ADVISORS LLC40,871$14.9M1.75%-2,48013F-HRTimeline
JMG Financial Group, Ltd.40,792$14.9M0.42%-24413F-HRTimeline
CHARTIST INC /CA/40,761$14.9M10.17%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,618$14.8M0.02%+17,95113F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC40,424$14.8M0.33%+4,94713F-HRTimeline
Jaffetilchin Investment Partners, LLC39,984$14.6M0.87%+9713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC39,744$14.5M0.41%+20913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…39,696$14.5M0.2%+4113F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT39,562$14.5M0.21%+53613F-HRTimeline
Clarius Group, LLC39,400$14.4M0.85%013F-HRTimeline
Glenview Trust Co39,173$14.3M0.23%-6913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding39,162$14.3M+256Timeline