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Disclosery

IWB ISHARES TR

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ETF (fund)

1,458 managers (1,478 13F filers) reported a position in IWB shares at 2026-03-31, 97,924,367 shares in all. 66 filers opened a position and 78 filers sold out during the quarter.

Managers
1,458
13F filers
1,478
New
66
Added
427
Reduced
523
Sold out
78
Shares held by filers
97,924,367

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLLP10,453,379$3.64B1.75%-1,124,57613F-HRTimelineGroup
FMR LLCin group FMR LLC10,059,810$3.59B0.19%+215,61813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,155,585$1.84B0.13%+240,69513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,489,878$1.6B-282,269Timeline
M&T Bank Corpin group M&T Bank Corp2,861,198$1.02B3.34%+30,16613F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,658,525$948M0.13%-33,24113F-HRTimelineGroup
LPL Financial LLC2,536,712$904M0.24%+85,69913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,329,545$831M0.48%+32,05413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,029,785$724M0.04%-60,09013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,941,114$692M-18,270Timeline
Millburn Ridgefield LLC /DE/1,641,733$585M12.59%+179,12813F-HRTimeline
Catalyst Capital Advisors LLC1,641,733$585M10.91%+179,12813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,638,420$584M0.01%-578,72113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,579,924$563M0.11%-31,38113F-HR/ATimelineGroup
JOHNSON INVESTMENT COUNSEL INC1,419,562$506M4.09%+16,28113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,380,105$492M0.3%+57,86013F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,287,018$459M7.02%-10,13113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,279,821$456M0.8%+114,86713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,266,451$439M0.03%-76,44413F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,168,747$417M0.05%-215,87613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,139,720$406M+229,391Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,112,041$397M1.58%+2,52413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\892,182$318M0.39%+116,24913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding866,242$309M+502,547Timeline
Cerity Partners LLCin group Cerity Partners LLC800,125$285M0.4%+55,09013F-HRTimelineGroup
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…791,000$282M2.17%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV784,742$280M0.41%-7,77513F-HRTimeline
Legacy Wealth Management, LLC708,202$253M14.73%-2,27313F-HRTimeline
Capstone Financial Advisors, Inc.646,320$230M12.41%-2,71313F-HRTimeline
Creative Planningin group Creative Planning642,293$229M0.16%-15,04513F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …609,704$217M1.66%+16,76813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC592,068$211M0.07%-39,32113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC580,691$207M0.24%+33,86713F-HRTimelineGroup
TIAAgroup of 4 filers holding583,702$206M-115,603Timeline
ALLSTATE CORPin group ALLSTATE CORP552,584$197M2.11%-525,58613F-HRTimelineGroup
HighTower Advisors, LLC524,139$187M0.2%+43,79213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC521,919$186M0.14%+66,79013F-HRTimelineGroup
IEQ CAPITAL, LLC515,288$184M0.85%+27,56213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC479,707$175M0.04%-13,80613F-HR/ATimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …442,559$158M0.41%+135,22213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP429,657$153M0.21%-24,42213F-HRTimelineGroup
RED CEDAR INVESTMENT MANAGEMENT, LLC395,325$141M14.61%-13,92313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA377,116$134M0.03%-158,14313F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.377,746$134M0.18%13F-HRTimelineGroup
Cetera Investment Advisers361,081$129M0.14%+8,55013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/341,619$122M0.05%+12,30013F-HRTimelineGroup
MPS Loria Financial Planners, LLC340,935$122M32.07%+7,38613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…333,625$118M0.26%-174,96913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC325,497$116M0.07%+3,14113F-HRTimelineGroup
Waverly Advisors, LLC319,023$114M0.85%-7,54613F-HRTimeline
NorthRock Partners, LLC298,262$106M1.72%-50413F-HRTimeline
Arbor Investment Advisors, LLC290,982$104M13.51%-18513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC272,499$97.2M0.38%-9,37713F-HRTimelineGroup
Johns Hopkins University264,479$94.3M6.83%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK263,864$94.1M0.46%+66,62613F-HRTimelineGroup
AMG National Trust Bank260,127$92.8M2.01%+20,25813F-HRTimeline
Winthrop Advisory Group LLC249,440$88.9M7.27%+1,60713F-HRTimeline
McKinley Carter Wealth Services, Inc.247,303$88.2M5.09%-5,40413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.229,201$81.7M0.13%-3,02913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.150,714$76.2M0.49%+3,10913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.206,661$73.7M0.11%+21,44013F-HRTimelineGroup
Ballentine Partners, LLC206,406$73.6M1.02%-3,40713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC203,909$72.7M0.12%+2,03513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC200,572$71.5M0.88%+27713F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP205,438$71.2M0.06%+44,88013F-HRTimeline
JFS WEALTH ADVISORS, LLC199,371$71.1M3.98%-3,06313F-HRTimeline
BOK Financial Private Wealth, Inc.195,697$69.8M4.21%-4,48913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP192,546$68.7M0.06%-63,86113F-HRTimelineGroup
WASHINGTON TRUST Co189,374$67.5M2.28%-4,43413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC182,403$65M0.95%+2,65113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS180,267$64.3M0.04%-4,73013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP179,474$61.3M0.09%+2,99113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC169,884$60.6M0.17%-4,97813F-HRTimeline
Cambridge Investment Research Advisors,…168,512$60.1M0.15%-3,10313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC168,327$60M0.03%+17,49313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp164,874$58.8M0.01%-2,65813F-HRTimelineGroup
Enclave Advisors LLC161,579$57.6M8.21%-65113F-HRTimeline
BRIGHTON JONES LLC161,066$57.4M1.27%-5,00213F-HR/ATimeline
Mason & Associates Inc164,995$57.2M11.11%-1,63213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC155,710$55.5M0.08%-30,70813F-HRTimeline
Hippocratic Financial Advisors, LLC153,195$54.6M23.96%+12,69813F-HRTimeline
Napier Financial, LLC152,330$54.3M12.46%-21213F-HRTimeline
Clearstead Advisors, LLC149,294$53.2M0.49%+70,35213F-HRTimeline
Beacon Pointe Advisors, LLC146,399$52.2M0.28%+31,26613F-HRTimeline
CHOREO, LLC141,727$50.5M0.62%-1,74713F-HRTimeline
JT Stratford LLC140,000$49.9M6.35%+69013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…138,445$49.4M0.09%-13,68113F-HRTimelineGroup
NIXON PEABODY TRUST CO131,275$46.8M3.72%+16,39013F-HRTimeline
Conservest Capital Advisors, Inc.130,159$46.4M4.21%-4,55613F-HRTimeline
Wealthfront Advisers LLC129,164$46.1M0.1%+13,85913F-HRTimeline
Gotham Asset Management, LLC127,789$45.6M0.14%+119,97413F-HRTimeline
NewEdge Advisors, LLC125,398$44.7M0.16%-29413F-HR/ATimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV124,298$44.3M0.71%013F-HR/ATimeline
Keel Point, LLC123,959$44.2M2.96%+16813F-HRTimeline
DT Investment Partners, LLC123,821$44.1M3.67%+4,59013F-HRTimeline
Jordan Park Group LLC123,264$44M2.34%-5,16913F-HRTimeline
Trust Co122,783$43.8M4.1%+66413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP122,120$43.5M0.04%+50,76013F-HRTimelineGroup
Brewster Financial Planning LLC119,982$42.8M25.88%+2,52613F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…119,455$42.6M0.08%-15,00013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…116,843$41.7M0.91%-61913F-HRTimelineGroup
Financial Management Professionals, Inc.116,424$41.5M4.66%+40913F-HRTimeline
ASPIRIANT, LLC112,708$40.2M1.14%-1,62013F-HRTimeline
HOGE FINANCIAL SERVICES, LLC112,594$40.1M21.49%-2,30013F-HRTimeline
American Financial Advisors, LLC108,328$38.6M5.15%-2,65113F-HRTimeline
MONTAG A & ASSOCIATES INC107,418$38.3M1.78%-2113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC105,492$38.1M0.78%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC105,534$37.6M1.99%-3,01413F-HRTimeline
Busey Bank104,619$37.3M1.01%-9413F-HRTimeline
Constellation Investments, Inc.101,441$36.2M1.2%013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…93,093$36.1M8.6%-1,87113F-HRTimeline
DAIDO LIFE INSURANCE CO97,981$34.9M5.15%013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO92,276$34.5M3.17%+4,00913F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources95,969$34.2M0.01%+7,81213F-HRTimelineGroup
St. Louis Trust Co95,825$34.2M3.99%-65013F-HRTimeline
RTD Financial Advisors, Inc.94,537$33.7M4.14%-1,27513F-HRTimeline
TFO Wealth Partners, LLC90,670$32.3M4.4%-26413F-HRTimeline
Quantinno Capital Management LP89,506$31.9M0.05%+7,20513F-HRTimeline
Legacy Advisors, LLC89,267$31.8M3.75%-4013F-HRTimeline
SACHEM HILL LLC88,231$31.5M6.09%-2,23313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding87,540$31.2M-15,140Timeline
Parker Investment Management, LLC87,063$31M4.72%-27013F-HRTimeline
Wilmington Savings Fund Society, FSB87,001$31M0.74%+1,33013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…86,682$30.9M0.39%+1,46613F-HRTimelineGroup
Wescott Financial Advisory Group, LLC86,531$30.9M2.7%-86313F-HRTimeline
Gray Private Wealth, LLC85,266$30.4M15.29%-8213F-HRTimeline
Robertson Stephens Wealth Management, L…85,158$30.4M0.85%+413F-HRTimeline
Karpus Management, Inc.85,096$30.3M0.95%+9813F-HRTimeline
WHITTIER TRUST CO82,482$29.8M0.34%-2,77913F-HRTimeline
May Hill Capital, LLC83,571$29.8M7.48%-1,23013F-HRTimeline
Wealthspire Advisors, LLC82,761$29.5M0.23%-7,55713F-HRTimeline
XML Financial, LLC82,562$29.4M2.38%-1,03913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC81,907$29.2M0.23%+2,01413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL80,895$28.8M0.08%+4,75113F-HRTimeline
RHUMBLINE ADVISERS78,550$28M0.02%-4,56613F-HRTimeline
Opus Capital Group, LLC78,036$27.8M2.99%-63813F-HRTimeline
ACT WEALTH MANAGEMENT, LLC77,651$27.7M9.3%+1,57913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC76,990$27.5M0.21%-37413F-HRTimeline
MAI Capital Management76,819$27.4M0.16%-65213F-HRTimeline
Sequoia Financial Advisors, LLC74,728$26.6M0.15%-4,59213F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC73,992$26.4M0.33%-3,80013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC73,877$26.3M0.02%-8,09113F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.71,246$25.4M1.72%-2,58513F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA67,422$24M0.12%-66213F-HRTimelineGroup
Modera Wealth Management, LLC67,297$24M0.29%-68813F-HRTimeline
Integrated Wealth Concepts LLC65,258$23.3M0.19%+22,19413F-HRTimeline
Cornerstone Wealth Group, LLC58,955$22.7M1.47%-3,02513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP62,346$22.2M0.47%-1,29413F-HRTimeline
OneDigital Investment Advisors LLC61,171$21.8M0.21%-66313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC61,120$21.8M0.11%+13,04113F-HRTimelineGroup
UMB Bank, n.a.59,206$21.1M0.29%+2,87113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Perigon Wealth Management, LLC59,203$21.1M0.38%+24113F-HRTimeline
QUADRANT CAPITAL GROUP LLC59,035$21M0.63%-3713F-HR/ATimeline
DAVIS R M INC58,937$21M0.37%-1,75513F-HRTimeline
Heritage Investment Group, Inc.58,079$20.7M3.13%+10,10313F-HRTimeline
GM Advisory Group, LLC57,402$20.5M0.79%-47713F-HRTimeline
Single Point Partners, LLC56,780$20.2M4.03%-51213F-HRTimeline
TRUST POINT INC.55,275$19.7M1.71%-1,38913F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc54,670$19.5M<0.01%+6,24013F-HRTimelineGroup
Paragon Capital Management LLC54,299$19.4M9.58%-51513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.54,265$19.3M0.7%+47113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…54,743$19.3M0.04%+87613F-HRTimelineGroup
Centerpoint Advisors, LLC53,891$19.2M6.25%-3,00313F-HRTimeline
Paladin Partners, LLC52,825$18.8M13.58%+4,60013F-HRTimeline
Mullaney, Keating & Wright, Inc.51,951$18.5M10.06%-1,66113F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.51,754$18.5M14.76%-15513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC50,880$18.1M0.01%+1,85113F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC50,724$18.1M0.38%+10,62013F-HRTimeline
Badgley Phelps Wealth Managers, LLC50,463$18M0.36%-74013F-HRTimeline
Cresset Asset Management, LLC50,138$17.9M0.08%+2,07813F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…50,000$17.8M0.03%-449,00013F-HRTimeline
Auxano Advisors, LLC49,756$17.7M3.54%-2,40513F-HRTimeline
SCS Capital Management LLC48,996$17.5M0.19%-14013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding48,787$17.4M+3,556Timeline
Farther Finance Advisors, LLC47,625$17.1M0.16%-12,96913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,642$17M0.02%+34,94213F-HRTimelineGroup
Tortoise Investment Management, LLC46,963$16.7M1.38%-64413F-HRTimeline
ALLIANCEBERNSTEIN L.P.43,891$16.4M0.01%+16,77313F-HRTimeline
CWM, LLCin group CWM, LLC45,888$16.4M0.04%-5,19213F-HRTimelineGroup
Rice Partnership, LLC45,746$16.3M2.23%+75413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC45,173$16.1M0.03%+3,11013F-HRTimelineGroup
Glassman Wealth Services42,852$15.3M2.08%-40313F-HRTimeline
Latigo Investments, LLC42,556$15.2M7.56%013F-HRTimeline
HB Wealth Management, LLC42,229$15.1M0.1%+1,13713F-HRTimeline
New England Private Wealth Advisors LLC41,790$14.9M1.72%-44613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC37,759$14.8M0.19%+2013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC41,533$14.8M0.37%+90113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC41,161$14.7M1.69%013F-HRTimeline
Texas Capital Bank Wealth Management Se…41,136$14.7M0.87%-1,13113F-HRTimeline
YHB Investment Advisors, Inc.40,625$14.5M1.04%-1,55413F-HRTimeline
Jaffetilchin Investment Partners, LLC40,216$14.3M0.85%+4813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT39,555$14.1M0.22%-313F-HR/ATimeline
CHARTIST INC /CA/39,253$14M10.05%-54213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…39,109$14M0.04%-4,35013F-HRTimeline
SG Americas Securities, LLC38,947$13.9M0.02%new13F-HRTimeline
Glenview Trust Co38,808$13.8M0.22%+3313F-HRTimeline
Koss-Olinger Consulting, LLC38,634$13.8M1.15%-13,04813F-HRTimeline
Private Advisor Group, LLC37,811$13.5M0.06%+2,09613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…36,977$13.2M0.18%+36213F-HRTimelineGroup
JMG Financial Group, Ltd.36,958$13.2M0.36%-1213F-HRTimeline