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Disclosery

IWB ISHARES TR

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ETF (fund)

Filings received so far for Q3 2026: 82 13F filers report a position in IWB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Trust Co93,427$38.9M3.38%-28,30313F-HRTimeline
RTD Financial Advisors, Inc.93,063$38.7M4.24%-36713F-HRTimeline
ACT WEALTH MANAGEMENT, LLC79,833$33.2M9.77%-1,62513F-HRTimeline
Paladin Partners, LLC55,022$22.9M14.09%+2,68713F-HRTimeline
Farther Finance Advisors, LLC39,838$16.6M0.12%-2,46813F-HRTimeline
YHB Investment Advisors, Inc.39,513$16.4M1.04%-1,10813F-HRTimeline
Hamilton Capital, LLC28,905$12M0.68%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.25,124$10.5M0.98%-3013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST24,544$10.2M0.94%-55813F-HRTimeline
Apella Capital, LLC22,175$9.41M0.12%+4,24813F-HRTimeline
Monument Capital Management19,933$8.29M1.73%+19813F-HRTimeline
Breakwater Capital Group19,645$8.17M0.97%+29013F-HRTimeline
Avidian Wealth Enterprises, LLC15,172$6.31M0.18%+2,11413F-HRTimeline
SigFig Wealth Management, LLC14,912$6.21M0.15%-19913F-HRTimeline
Valeo Financial Advisors, LLC13,349$5.55M0.12%+413F-HRTimeline
MKD WEALTH COACHES, LLC10,022$4.17M3.45%013F-HRTimeline
Cambridge Financial Group, LLC8,962$3.67M1.16%013F-HRTimeline
Box Hill Private Wealth LLC7,744$3.22M2.34%+44813F-HRTimeline
Acropolis Investment Management, LLC7,558$3.15M0.13%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC7,348$3.06M0.04%013F-HRTimeline
EASTERN BANK5,078$2.11M0.03%-11613F-HRTimeline
Wedmont Private Capital4,711$1.99M0.05%+313F-HRTimeline
Asempa Wealth Advisors4,711$1.96M1.53%-45813F-HRTimeline
LBJ Family Wealth Advisors, Ltd.4,670$1.94M0.99%+813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC4,360$1.81M0.43%-5013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3,596$1.5M1.01%-4513F-HRTimeline
Decker Wealth Management LLC3,463$1.44M0.29%013F-HRTimeline
Pathway Financial Advisors LLC3,400$1.41M0.16%013F-HRTimeline
Montecito Bank & Trust3,334$1.39M0.21%-1013F-HRTimeline
Legacy Private Trust Co.3,264$1.36M0.08%013F-HRTimeline
Heartwood Wealth Advisors LLC3,055$1.27M0.1%013F-HRTimeline
ROCKLAND TRUST CO2,519$1.05M0.04%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,424$1.01M0.03%-14113F-HRTimeline
Retirement Wealth Solutions LLC2,302$958K0.51%+2813F-HRTimeline
Towneley Capital Management, Inc / DE2,096$872K0.17%013F-HRTimeline
GAMMA Investing LLC1,974$822K0.03%-113F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,798$748K0.08%013F-HRTimeline
Sprinkle Financial Consultants LLC1,774$738K0.29%+513F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,685$701K0.1%+413F-HRTimeline
STABLEFORD CAPITAL II LLC1,663$692K0.24%-1,95913F-HRTimeline
Stonebridge Financial Group, LLC1,647$685K0.05%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…1,525$635K0.06%013F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC1,505$626K0.08%new13F-HRTimeline
Adelphi Trust Co1,497$623K0.41%+13313F-HRTimeline
Global Wealth Strategies & Associates1,414$588K0.11%+2913F-HRTimeline
Capital Advisors Wealth Management, LLC1,351$562K0.06%+313F-HRTimeline
Factor Wealth Management LTD1,265$526K0.08%+113F-HRTimeline
Arbor Wealth Advisors LLC1,262$525K0.33%-6013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,107$461K0.12%-12713F-HRTimeline
Baring Financial LLC1,082$450K0.24%013F-HRTimeline
Venture Visionary Partners LLC1,064$443K0.01%-4413F-HRTimeline
Lee, Kelleher & Klein Wealth Management997$415K0.21%013F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.979$407K0.03%013F-HRTimeline
Coastline Trust Co941$392K0.04%-3,15513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Atlas Brown,Inc.900$375K0.1%013F-HRTimeline
LAWOOD & CO856$356K0.25%-2513F-HRTimeline
Iowa State Bank800$333K0.06%013F-HRTimeline
Everhart Financial Group, Inc.744$310K0.02%-313F-HRTimeline
Polaris Financial Partners748$309K0.14%13F-HRTimeline
CapWealth Advisors, LLC713$297K0.02%+1313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC689$287K0.02%+113F-HRTimeline
RFG - Bristol Wealth Advisors, LLC656$273K0.07%-2213F-HRTimeline
Shira Ridge Wealth Management576$240K0.08%013F-HRTimeline
Galvin, Gaustad & Stein, LLC572$238K0.02%013F-HRTimeline
Dorato Capital Management545$231K0.15%-813F-HRTimeline
RVW Wealth, LLC555$231K0.01%013F-HRTimeline
Balefire, LLC534$222K0.03%-2213F-HRTimeline
CoreCap Advisors, LLC520$216K0.01%+313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP427$178K0.01%+13613F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC403$168K0.01%013F-HRTimeline
Roxbury Financial LLC360$150K0.12%+713F-HRTimeline
CX Institutional257$107K<0.01%+113F-HRTimeline
Horizons Wealth Management170$70.7K0.04%13F-HRTimeline
Investors Research Corp154$64.1K0.01%-513F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH91$37.9K0.01%new13F-HRTimeline
Planning Strategies Inc.73$30.4K0.02%new13F-HRTimeline
STEPH & CO30$12.5K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC23$9.57K<0.01%-1813F-HRTimeline
Davis Capital Management21$8.74K0.01%013F-HRTimeline
Noble Wealth Management PBC10$4.16K<0.01%+513F-HRTimeline
GK Wealth Management LLC10$4.16K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton6$2.5K<0.01%-613F-HRTimeline