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Disclosery

IWB ISHARES TR

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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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,577,955$4.32B2.64%+321,45313F-HRTimelineGroup
FMR LLCin group FMR LLC9,844,192$3.68B0.19%-131,18013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,914,890$1.84B0.13%+505,89213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,772,147$1.78B+431,122Timeline
M&T Bank Corpin group M&T Bank Corp2,831,032$1.06B3.39%-2,74513F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,691,766$1.01B0.13%-58,42613F-HRTimelineGroup
LPL Financial LLC2,451,013$915M0.25%+3,32513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,297,491$858M0.47%-61,01313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,217,141$828M0.01%+490,96913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,089,875$780M0.05%-907,91413F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,959,384$732M+214,691Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,611,305$602M0.12%+12,80613F-HRTimelineGroup
Millburn Ridgefield LLC /DE/1,462,605$546M13.01%-3,10813F-HRTimeline
Catalyst Capital Advisors LLC1,462,605$546M11.23%-3,10813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,403,281$524M4.28%-23,04113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,384,623$517M0.07%-433,03313F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,342,895$501M0.03%+21,54013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,322,245$494M0.31%-15,30513F-HR/ATimelineGroup
BOKF, NAin group BOKF, NA1,297,149$484M7.41%+17,09613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,164,954$435M0.83%-3,63613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,109,517$414M1.6%-55,02513F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP1,078,170$403M5.5%+599,75513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding910,329$340M-34,882Timeline
MERCER GLOBAL ADVISORS INC /ADV792,517$296M0.45%+2,94113F-HRTimeline
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…791,000$295M2.17%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\775,933$290M0.34%+24,71113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC745,035$278M0.41%-12,47513F-HRTimelineGroup
Legacy Wealth Management, LLC710,475$265M15.29%-12,11713F-HRTimeline
TIAAgroup of 2 filers holding699,305$262M-51,968Timeline
Creative Planningin group Creative Planning657,338$245M0.18%+2,07513F-HRTimelineGroup
Capstone Financial Advisors, Inc.649,033$242M12.91%-5,38413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC631,389$236M0.07%+7,20213F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …592,936$221M1.67%13F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.552,047$206M0.35%+187,98313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC546,824$204M0.24%+11,22513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA535,259$200M0.04%-60,44613F-HRTimelineGroup
COMERICA BANK535,026$200M0.8%+42013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…508,594$193M0.26%-15,78213F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…499,000$186M0.32%+37,00013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC493,513$184M0.04%+12,77913F-HRTimelineGroup
IEQ CAPITAL, LLC487,726$182M0.55%+37,63113F-HRTimeline
HighTower Advisors, LLC480,347$179M0.2%+2,97513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC474,141$177M8.47%+42413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC455,129$170M0.12%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP454,079$170M0.23%+36,49213F-HRTimelineGroup
RED CEDAR INVESTMENT MANAGEMENT, LLC409,248$153M16.51%-7,94513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding363,695$136M-27,289Timeline
Cetera Investment Advisers352,531$132M0.14%+27,60113F-HRTimeline
MPS Loria Financial Planners, LLC333,549$125M32.02%-70213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/329,319$123M0.05%+21,74213F-HRTimelineGroup
Waverly Advisors, LLC326,569$122M0.99%-1,50413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC322,356$120M0.07%+7,81413F-HR/ATimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …307,337$115M0.31%-159,61613F-HRTimelineGroup
NorthRock Partners, LLC298,766$112M1.89%+218,12213F-HRTimeline
Arbor Investment Advisors, LLC291,167$109M14.31%-10,46213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC281,876$105M0.41%+162,53713F-HRTimelineGroup
Johns Hopkins University264,479$98.8M7.19%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP256,407$95.8M0.09%+58,02913F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.252,707$94.4M5.27%-49,83613F-HRTimeline
Winthrop Advisory Group LLC247,833$92.6M7.84%-6,05813F-HR/ATimeline
AMG National Trust Bank239,869$89.6M2.11%-7,05513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.232,230$86.7M0.14%-2,20213F-HRTimelineGroup
Ballentine Partners, LLC209,813$78.4M1.1%-2,81313F-HRTimeline
JFS WEALTH ADVISORS, LLC202,434$75.6M4.26%-17313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC201,874$75.4M0.11%+36,96113F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC200,295$74.8M0.96%-5,84713F-HRTimeline
BOK Financial Private Wealth, Inc.200,186$74.8M4.58%-2,24413F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC199,085$74.3M2.11%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK197,238$73.7M0.41%+23113F-HRTimelineGroup
WASHINGTON TRUST Co193,808$72.4M2.37%-1,06413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC186,418$69.6M0.09%-17,29013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.185,221$69.2M0.1%+7,02213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS184,997$69.1M0.04%+1,32413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC179,752$67.1M1.04%+3,76913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP176,483$65.8M0.09%+32,05413F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC174,862$65.3M0.16%+8,03513F-HRTimeline
Cambridge Investment Research Advisors,…171,615$64.1M0.17%-3,38513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp167,532$62.6M0.01%-1,49213F-HRTimelineGroup
Mason & Associates Inc166,627$62.2M11.71%new13F-HRTimeline
BRIGHTON JONES LLC166,068$62M2.29%-10,91613F-HRTimeline
Enclave Advisors LLC162,230$60.6M8.58%-4,13313F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP160,558$60.4M0.05%+7,99813F-HRTimeline
Napier Financial, LLC152,542$57M14.23%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…152,126$56.8M0.1%+27,93213F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC150,834$56.3M0.03%+22,30413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.147,605$55.1M0.38%+1,62413F-HRTimelineGroup
CHOREO, LLC143,474$54M0.69%+7,02713F-HRTimeline
Hippocratic Financial Advisors, LLC140,497$52.5M24.19%+7,79113F-HRTimeline
JT Stratford LLC139,310$52M6.68%-3,93113F-HRTimeline
Conservest Capital Advisors, Inc.134,715$50.3M4.54%-3,99413F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…134,455$50.2M0.09%-16,74513F-HRTimeline
Jordan Park Group LLC128,433$48M2.78%-3,76013F-HRTimeline
NewEdge Advisors, LLC125,692$46.9M0.17%+67513F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV124,298$46.4M0.76%-22,02513F-HR/ATimeline
Keel Point, LLC123,791$46.2M2.79%-1,10213F-HRTimeline
Trust Co122,119$45.6M4.28%-1,18613F-HRTimeline
DT Investment Partners, LLC119,231$44.5M3.69%-1,91313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…117,462$43.9M0.91%+105,50913F-HRTimelineGroup
Brewster Financial Planning LLC117,456$43.9M26.95%-1,23613F-HRTimeline
Financial Management Professionals, Inc.116,015$43.3M4.47%-5,17513F-HRTimeline
Wealthfront Advisers LLC115,305$43.1M0.1%+2,23413F-HRTimeline
Beacon Pointe Advisors, LLC115,133$43M0.3%+10,84913F-HRTimeline
HOGE FINANCIAL SERVICES, LLC114,894$42.9M23.12%+3,24113F-HRTimeline
NIXON PEABODY TRUST CO114,885$42.9M3.25%-5,15113F-HRTimeline
ASPIRIANT, LLC114,328$42.7M1.23%+2,26013F-HRTimeline
American Financial Advisors, LLC110,979$41.4M5.35%-3,50913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC108,548$40.5M2.06%-1,12913F-HRTimeline
MONTAG A & ASSOCIATES INC107,439$40.1M1.83%-40613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC105,492$40M0.83%013F-HRTimeline
Busey Bank104,713$39.1M1.03%-47513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding102,680$38.3M+11,301Timeline
Constellation Investments, Inc.101,441$37.9M1.17%013F-HRTimeline
DAIDO LIFE INSURANCE CO97,981$36.6M5.15%013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…94,964$36M8.95%-1,45213F-HRTimeline
St. Louis Trust Co96,475$36M4.13%-38213F-HRTimeline
RTD Financial Advisors, Inc.95,812$35.8M4.37%-3,11113F-HRTimeline
TFO Wealth Partners, LLC90,934$34M5.08%-9313F-HRTimeline
SACHEM HILL LLC90,464$33.8M6.56%-14013F-HRTimeline
Wealthspire Advisors, LLC90,318$33.7M0.27%-84,10813F-HRTimeline
Legacy Advisors, LLC89,307$33.4M3.58%-27113F-HRTimeline
PITCAIRN COgroup of 2 filers holding88,267$33M+24,299Timeline
FRANKLIN RESOURCES INCin group Franklin Resources88,157$32.9M0.01%+25,03813F-HRTimelineGroup
Wescott Financial Advisory Group, LLC87,394$32.6M2.85%-1,10913F-HRTimeline
Parker Investment Management, LLC87,333$32.6M4.64%-20013F-HRTimeline
WHITTIER TRUST CO85,261$32.4M0.35%+1,74613F-HRTimeline
Wilmington Savings Fund Society, FSB85,671$32M0.75%+2613F-HRTimeline
Gray Private Wealth, LLC85,348$31.9M15.57%-3,03513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…85,216$31.8M0.4%+1,84413F-HRTimelineGroup
Robertson Stephens Wealth Management, L…85,154$31.8M0.9%-33013F-HRTimeline
Karpus Management, Inc.84,998$31.7M0.97%-77913F-HR/ATimeline
May Hill Capital, LLC84,801$31.7M8.54%-1,06413F-HR/ATimeline
XML Financial, LLC83,601$31.2M2.55%-91213F-HRTimeline
RHUMBLINE ADVISERS83,116$31M0.03%-20,28513F-HRTimeline
Quantinno Capital Management LP82,301$30.7M0.06%+8,00413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC81,968$30.6M0.02%+6,48813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC79,893$29.8M0.25%+14,18813F-HRTimelineGroup
Sequoia Financial Advisors, LLC79,320$29.6M0.17%-74313F-HRTimeline
Clearstead Advisors, LLC78,942$29.5M0.37%+7,78713F-HRTimeline
Opus Capital Group, LLC78,674$29.4M3.18%-86013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC77,792$29M0.32%-5,66213F-HRTimelineGroup
MAI Capital Management77,471$28.9M0.17%-1,75413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC77,364$28.9M0.22%+1413F-HRTimeline
BLAIR WILLIAM & CO/IL76,144$28.4M0.08%-46913F-HRTimeline
ACT WEALTH MANAGEMENT, LLC76,072$28.4M9.29%-2,09613F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.73,831$27.6M1.92%+52613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP71,360$26.6M0.04%-186,44013F-HRTimelineGroup
EQUITY INVESTMENT CORP71,179$26.6M0.54%new13F-HRTimeline
FineMark National Bank & Trust68,977$25.8M0.8%-2,07913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA68,084$25.4M0.12%13F-HRTimelineGroup
Modera Wealth Management, LLC67,985$25.4M0.29%-38813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP63,640$23.8M0.48%-1,40713F-HRTimeline
Robinhood Asset Management, LLC62,369$23.3M1.86%13F-HRTimeline
Cornerstone Wealth Group, LLC61,980$23.1M1.58%-1,41013F-HRTimeline
OneDigital Investment Advisors LLC61,834$23.1M0.23%-60613F-HRTimeline
DAVIS R M INC60,692$22.7M0.39%+55113F-HRTimeline
Farther Finance Advisors, LLC60,594$22.6M0.24%+50,59613F-HRTimeline
QUADRANT CAPITAL GROUP LLC59,072$22.1M0.67%+25,50413F-HRTimeline
Perigon Wealth Management, LLC58,962$22M0.39%+1,75113F-HRTimeline
GM Advisory Group, LLC57,879$21.6M0.85%+44,89713F-HRTimeline
Single Point Partners, LLC57,292$21.4M4.23%-77313F-HRTimeline
Centerpoint Advisors, LLC56,894$21.2M6.54%-1,12313F-HRTimeline
TRUST POINT INC.56,664$21.2M1.67%013F-HRTimeline
UMB Bank, n.a.56,335$21M0.28%+48913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Paragon Capital Management LLC54,814$20.5M10.37%-3,57113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…53,867$20.3M0.04%+22613F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.53,794$20.1M0.75%+1,08813F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.53,612$20M10.57%-35113F-HRTimeline
Auxano Advisors, LLC52,161$19.5M3.85%-52713F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.51,909$19.4M16.07%-1,47313F-HRTimeline
Koss-Olinger Consulting, LLC51,682$19.3M1.5%-3,12413F-HRTimeline
Austin Private Wealth, LLC51,368$19.2M1.44%-2,88313F-HRTimeline
Badgley Phelps Wealth Managers, LLC51,203$19.1M0.35%-31813F-HRTimeline
CWM, LLCin group CWM, LLC51,080$19.1M0.05%+22,63513F-HRTimelineGroup
SCS Capital Management LLC49,136$18.3M0.19%-2,39313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC49,029$18.3M0.01%-159,24013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc48,430$18.1M<0.01%+13,05013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC48,395$18.1M0.01%-12,35813F-HRTimelineGroup
Paladin Partners, LLC48,225$18M13.42%13F-HRTimeline
&PARTNERS47,821$18M0.09%-31,58613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC48,079$18M0.1%-12,04513F-HRTimelineGroup
Cresset Asset Management, LLC48,060$17.9M0.08%-84113F-HRTimeline
Heritage Investment Group, Inc.47,976$17.9M2.73%-1,00013F-HRTimeline
Tortoise Investment Management, LLC47,607$17.8M1.56%-81613F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding45,231$16.9M-577Timeline
Rice Partnership, LLC44,992$16.8M2.27%-1,01813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…43,459$16.2M0.04%+25,53513F-HRTimeline
Glassman Wealth Services43,255$16.2M2.18%-76113F-HRTimeline
Integrated Wealth Concepts LLC43,064$16.1M0.19%-21,65513F-HRTimeline
Latigo Investments, LLC42,556$15.9M7.82%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.42,295$15.8M0.18%+31,32313F-HRTimeline
Texas Capital Bank Wealth Management Se…42,267$15.8M0.91%+13,14113F-HRTimeline
New England Private Wealth Advisors LLC42,236$15.8M1.96%-30213F-HR/ATimeline
YHB Investment Advisors, Inc.42,179$15.8M1.09%+36613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC42,063$15.7M0.02%-1,65013F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC41,161$15.4M1.77%+28913F-HRTimeline
HB Wealth Management, LLC41,092$15.3M0.1%-15013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC40,632$15.2M0.4%+88813F-HRTimeline
Jaffetilchin Investment Partners, LLC40,168$15M0.88%+18413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC40,104$15M0.32%-32013F-HRTimeline
CHARTIST INC /CA/39,795$14.9M10.07%-96613F-HRTimeline