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Disclosery

IWD ISHARES TR

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ETF (fund)

1,952 managers (1,976 13F filers) reported a position in IWD shares at 2026-06-30, 265,516,499 shares in all. 143 filers opened a position and 68 filers sold out during the quarter.

Managers
1,952
13F filers
1,976
New
143
Added
583
Reduced
697
Sold out
68
Shares held by filers
265,516,499

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/44,711,921$10.8B0.7%-1,432,57713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY40,662,951$9.86B0.52%-1,564,30613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,508,393$2.79B0.29%-126,16013F-HRTimelineGroup
FMR LLCin group FMR LLC8,896,508$2.16B0.09%-394,17913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,644,566$2.1B0.42%+7,452,54313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,498,901$2.06B0.12%-146,25913F-HRTimelineGroup
Financial Engines Advisors L.L.C.7,898,903$1.91B3.4%-120,32113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,809,581$1.65B-182,436Timeline
UBS Group AGgroup of 2 filers holding6,375,513$1.55B-268,521Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,192,377$1.5B2.06%+165,59913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,686,036$1.38B0.24%+671,29013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,232,373$1.27B0.34%-280,15413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,160,192$1.01B0.12%-997,02913F-HRTimelineGroup
LPL Financial LLC4,042,964$980M0.22%-241,82813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,793,923$920M2.7%+248,84013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,411,025$827M0.41%+25,06313F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …3,257,065$790M5.38%+11,24013F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,107,712$753M0.82%-628,34313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,718,123$660M0.26%+76,97013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,187,427$530M0.09%-30,48213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,143,441$520M0.62%-18,32913F-HRTimelineGroup
TIAAgroup of 4 filers holding2,078,752$504M+176,238Timeline
Jasper Ridge Partners, L.P.2,045,358$496M10.57%-421,79713F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,821,926$442M0.37%+356,11813F-HRTimelineGroup
GLOBALT Investments LLC / GA1,715,696$416M14.03%-33,40813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,601,482$388M0.49%-4,76013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,534,580$372M0.57%-4,17713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,437,113$348M+4,956Timeline
Stairway Partners, LLC1,331,855$323M15.21%+49113F-HRTimeline
71 West Capital Partners1,306,647$317M10.95%+42,31913F-HRTimeline
Cetera Investment Advisers1,245,656$302M0.28%+15,98313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,190,361$289M-41,230Timeline
Natixis Investment Managersgroup of 2 filers holding1,187,387$288M-88,239Timeline
CITIGROUP INCin group CITIGROUP INC1,172,263$284M0.13%+73,76213F-HRTimelineGroup
HighTower Advisors, LLC1,041,916$253M0.24%-47,72913F-HRTimeline
OAKWORTH CAPITAL, INC.877,912$213M10.15%+15,61513F-HRTimeline
Waldron Private Wealth LLC853,400$207M7.16%-16,21513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC848,030$206M0.25%+32,44813F-HRTimelineGroup
OpenArc Corporate Advisory, LLC807,045$196M2.33%+59,97113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\793,380$192M0.21%-7,51013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp786,854$191M0.03%-116,72113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.785,470$190M0.22%+72,15713F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC742,315$180M0.1%-38,50913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC730,583$177M0.27%-8,25713F-HRTimelineGroup
Dynasty Wealth Management, LLC725,606$176M1.31%+67,23513F-HRTimeline
Circle Wealth Management, LLC672,670$163M2.05%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK663,733$161M0.71%-43,06913F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources663,216$161M0.03%-1,701,08713F-HRTimelineGroup
1ST SOURCE BANK632,344$153M6.95%+10,45513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…593,962$144M1.61%+10,97813F-HRTimelineGroup
Creative Planningin group Creative Planning509,090$123M0.07%-27,80113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…494,171$122M0.2%-3,70713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC480,631$117M0.34%+11,00913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS461,550$112M0.17%+25,90613F-HRTimeline
Mariner, LLCin group Mariner, LLC453,552$110M0.12%-24,60113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP446,355$108M0.15%-335,57113F-HR/ATimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.442,652$107M1.06%+7,57413F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…428,133$104M5.87%-3,04513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding421,361$102M+17,599Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…414,670$101M0.05%-46,09413F-HRTimelineGroup
Cassaday & Co Wealth Management LLC407,487$98.8M1.86%-10,46413F-HRTimeline
CHOREO, LLC404,733$98.1M1.08%+1,92113F-HRTimeline
Marquette Asset Management, LLC397,757$96.4M12.42%+4,17713F-HRTimeline
Cedar Mountain Advisors, LLC395,280$95.8M16.5%+10413F-HRTimeline
Waverly Advisors, LLC392,600$95.2M0.55%+120,05813F-HRTimeline
LANDAAS & CO /WI /ADV385,177$93.4M16.99%+11,65413F-HRTimeline
MAI Capital Management382,514$92.7M0.35%+21,44713F-HRTimeline
Steward Partners Investment Advisory, L…382,011$92.6M0.47%+1,29013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.364,575$88.4M3.56%+5,50713F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA360,680$87.4M0.13%-64,89013F-HRTimelineGroup
Modera Wealth Management, LLC359,145$87.1M0.93%-4,37513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC353,038$85.6M0.63%-1,90013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.337,493$81.8M<0.01%-302,73013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.332,274$80.6M7.14%-8,65613F-HR/ATimeline
Cresset Asset Management, LLC327,952$79.5M0.29%+3,45813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…321,271$77.9M0.13%-15,25313F-HRTimelineGroup
EP Wealth Advisors, LLC319,919$77.6M0.3%+16,83213F-HRTimeline
ALLIANCEBERNSTEIN L.P.362,548$77.5M0.03%+158,20313F-HRTimeline
Private Advisor Group, LLC309,791$75.1M0.34%-24,00513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS307,073$74.4M0.04%-499,68713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC304,240$73.8M0.15%-96,83213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/301,351$73.1M0.03%+18,65813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC284,963$69.1M0.25%-24,84713F-HRTimelineGroup
Caisse de depot et placement du Quebec281,975$68.4M0.1%new13F-HRTimeline
Beirne Wealth Consulting Services, LLC271,741$65.9M13.11%+179,76013F-HRTimeline
Janney Montgomery Scott LLC269,580$65.4M0.13%-3,27813F-HRTimeline
First Business Financial Services, Inc.265,835$64.4M5%-37113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP265,552$64.4M0.8%+40,90713F-HRTimeline
Beacon Pointe Advisors, LLC261,551$63.4M0.3%-77,17613F-HRTimeline
SMI Advisory Services, LLC255,736$63.2M10.25%-14,15813F-HRTimeline
Badgley Phelps Wealth Managers, LLC259,924$63M1.1%+8,42213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV257,408$62.4M0.08%+26,42413F-HR/ATimeline
BRIDGES INVESTMENT MANAGEMENT INC253,556$61.5M0.75%-3,69713F-HRTimeline
Paulson Wealth Management Inc.253,476$61.5M13.03%-20,07013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding245,196$59.4M+2,013Timeline
HB Wealth Management, LLC244,415$59.3M0.33%+8,10413F-HRTimeline
EQUITY INVESTMENT CORP241,235$58.5M1.12%-159,36013F-HRTimeline
BLAIR WILLIAM & CO/IL232,981$56.5M0.15%-26,66713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…222,877$54M0.46%+33,29313F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.220,733$53.5M0.07%+30,66813F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC215,569$52.3M4.36%+9,08513F-HR/ATimeline
Americana Partners, LLC213,798$51.8M1.17%-27013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC211,834$51.4M0.02%+17,53613F-HRTimelineGroup
Comprehensive Financial Management LLC210,233$51M1.67%013F-HRTimeline
Wind River Trust Co207,228$50.2M16.97%-24,17113F-HRTimeline
Legacy Edge Advisors, LLC207,147$50.2M4.61%-14,61613F-HR/ATimeline
Mesirow Financial Investment Management…196,514$47.6M0.75%-10,78313F-HRTimeline
Wilmington Savings Fund Society, FSB187,828$45.5M1.02%+17,24713F-HRTimeline
Saudi Central Bank178,016$44.2M0.58%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP171,512$41.6M0.25%-4,87713F-HRTimelineGroup
CFS Investment Advisory Services, LLC166,111$41M2.73%-11,96013F-HRTimeline
Corundum Group, Inc.167,207$40.5M12.02%+1,47713F-HRTimeline
Prospera Financial Services Inc166,431$40.4M0.59%-14,06413F-HRTimeline
Arax Advisory Partners165,039$40M0.27%+61,91113F-HRTimeline
Pacific Sage Partners, LLC164,320$39.8M5.67%+9,30513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding160,664$38.9M+6,216Timeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC158,923$38.5M0.02%-65,36313F-HRTimelineGroup
Quantinno Capital Management LP156,169$37.9M0.05%+23,76013F-HRTimeline
Midwest Trust Co155,710$37.7M0.43%-1,39613F-HRTimeline
Ellenbecker Investment Group155,500$37.7M4.38%+8,76313F-HRTimeline
LBJ Family Wealth Advisors, Ltd.155,137$37.7M19.2%-1,82713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC151,925$36.8M0.02%+11313F-HRTimelineGroup
Savant Capital, LLC147,184$35.8M0.11%+8,62213F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC147,043$35.7M8.82%-6,52313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC145,301$35.2M0.23%-1,40713F-HRTimeline
Objectivity Squared, LLC144,543$35M19.74%+92313F-HRTimeline
Cordatus Wealth Management LLC144,489$35M7.69%-13,39913F-HRTimeline
JMAC ENTERPRISES LLC143,943$34.9M5.88%-213F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding142,259$34.6M-74,731Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.140,095$34M0.2%-203,53613F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…139,126$33.7M0.11%-3,99313F-HRTimelineGroup
Sanctuary Advisors, LLC138,965$33.7M0.16%-7,25113F-HRTimeline
Claro Advisors Inc.138,046$33.5M3.51%+10,55813F-HRTimeline
RMR Wealth Builders136,510$33.1M2.06%-67413F-HRTimeline
Sylvest Advisors, LLC132,225$32.1M14.45%+9,99913F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…129,437$31.4M0.01%-140,65413F-HRTimelineGroup
Capital Advisors, Ltd. LLC129,178$31.3M3.16%+3,10313F-HRTimeline
LWM ADVISORS INC127,487$30.9M23.05%+2,19313F-HRTimeline
RWA WEALTH PARTNERS, LLC127,277$30.9M0.3%+100,80213F-HRTimeline
Cambridge Investment Research Advisors,…127,219$30.8M0.07%+3,45513F-HR/ATimeline
SIMON QUICK ADVISORS, LLC124,223$30.1M1.22%-14,92313F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC122,810$29.8M0.22%-33,11413F-HRTimelineGroup
Modern Wealth Management, LLC122,334$29.7M0.35%+116,57413F-HRTimeline
FIRST HORIZON CORP122,215$29.6M1.14%-2,13213F-HRTimeline
AMG National Trust Bank121,896$29.6M0.61%-8,75613F-HRTimeline
Ryan Investment Management, Inc.120,376$29.2M13.21%+7,51113F-HRTimeline
Nadler Financial Group, Inc.119,675$29M2.46%-36913F-HRTimeline
CX Institutional118,254$28.7M0.83%-2,68613F-HRTimeline
Clearstead Advisors, LLC117,742$28.5M0.27%-48,31413F-HRTimeline
GTS SECURITIES LLC116,951$28.4M0.6%+81,41913F-HRTimeline
Gotham Asset Management, LLC116,884$28.3M0.07%+1,58113F-HRTimeline
NewEdge Advisors, LLC116,785$28.3M0.08%-5,28513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.116,488$28.2M0.26%+51,56113F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.114,711$27.8M1.69%+16,18313F-HRTimelineGroup
PFW Advisors LLC109,904$26.6M7.77%-1,11113F-HRTimeline
Fulton Bank, N.A.109,030$26.4M0.81%-4713F-HRTimeline
Venture Visionary Partners LLC107,710$26.1M0.73%+71013F-HRTimeline
AWM CAPITAL, LLC104,700$25.4M2.03%-39113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…100,602$24.4M0.13%-7713F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC99,228$24.1M1.05%+26,43613F-HRTimeline
Arkadios Wealth Advisors98,500$23.9M0.37%-6,99013F-HRTimeline
Bleakley Financial Group, LLC98,484$23.9M0.3%+13,08713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.94,896$23M0.36%+70,10313F-HRTimeline
CM WEALTH ADVISORS LLC94,592$22.9M4.14%013F-HRTimeline
Fund Evaluation Group, LLC94,280$22.9M0.62%+48413F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…93,413$22.6M3.26%-6713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC93,111$22.6M0.14%-2,76813F-HRTimelineGroup
SlateStone Wealth, LLC92,514$22.4M1.72%+7613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC92,496$22.4M0.41%+1,68713F-HRTimeline
Integrated Wealth Concepts LLC91,752$22.2M0.11%+33,75513F-HRTimeline
Westshore Wealth, LLC90,319$21.9M6.8%-2,07213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO89,848$21.8M0.02%+4,88213F-HRTimelineGroup
GHP Investment Advisors, Inc.87,962$21.3M0.78%-4213F-HRTimeline
Summit Financial, LLC87,331$21.2M0.23%+2,84113F-HRTimeline
Ashton Thomas Private Wealth, LLC86,242$20.9M0.44%-4,39413F-HRTimeline
Independent Family Office, LLC86,163$20.9M8.39%+1,49813F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC85,612$20.8M0.02%-12,05813F-HRTimelineGroup
Wealthspire Advisors, LLC85,448$20.7M0.11%+7,44413F-HRTimeline
Integrated Investment Consultants, LLC84,176$20.4M4.02%-5,78713F-HRTimeline
Noble Family Wealth, LLC82,217$19.9M3.57%-55813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT81,486$19.8M0.14%-6,09513F-HRTimeline
Keel Point, LLC80,834$19.6M1.16%-1,25913F-HRTimeline
Napier Financial, LLC80,154$19.4M4.05%+99313F-HRTimeline
NESTEGG ADVISORS, INC.80,035$19.4M13.72%+74613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO79,919$19.4M1.6%+3,33013F-HRTimeline
RTD Financial Advisors, Inc.79,264$19.2M2.1%-1,23713F-HRTimeline
PW Nova Financial Services LLC78,713$19.1M4.09%+4,34113F-HRTimeline
&PARTNERS78,265$19M0.08%-17,26413F-HRTimeline
VestGen Advisors, LLC77,208$18.7M0.55%-9813F-HRTimeline
TUDOR INVESTMENT CORP ET AL76,311$18.5M0.08%+73,48713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC75,795$18.4M0.55%+1,96413F-HRTimelineGroup
NorthCoast Asset Management LLC75,245$18.2M0.4%-8,71013F-HRTimeline
Newport Capital Group, LLC74,500$18.1M10.14%+3,43313F-HRTimeline
Ballast, Inc.74,114$18M3.39%-7313F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC73,717$17.9M0.35%+4,33313F-HRTimelineGroup
Willis Johnson & Associates, Inc.72,762$17.6M0.98%-1,35313F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC72,440$17.6M10.58%013F-HRTimeline
Private Advisory Group LLC71,874$17.4M0.97%+10,20013F-HRTimeline
MONTAG A & ASSOCIATES INC71,478$17.3M0.73%-5,76213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC71,209$17.3M0.02%-18513F-HRTimelineGroup