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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
IFS Advisors, LLC383$92.8K0.04%013F-HRTimeline
Retirement Wealth Solutions LLC377$91.4K0.05%+3913F-HRTimeline
SRH ADVISORS, LLC370$89.7K0.02%013F-HRTimeline
Catherine Avery Investment Management L…370$89.7K0.04%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC364$88.4K<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC364$88.2K0.05%013F-HRTimeline
Westside Investment Management, Inc.344$83.4K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC330$80K0.01%013F-HRTimeline
Noble Wealth Management PBC320$77.6K0.04%-6013F-HRTimeline
Investors Research Corp313$75.9K0.01%-6513F-HRTimeline
Merrithew & Thorsten Inc306$74K0.06%+113F-HRTimeline
CNB Bank305$73.9K0.03%013F-HRTimeline
Vision Retirement, LLC304$73.8K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton304$73.7K0.01%013F-HRTimeline
Rossmore Private Capital302$73.2K0.01%013F-HRTimeline
Hickory Point Bank & Trust300$72.7K0.04%013F-HRTimeline
LOM Asset Management Ltd300$72.7K0.02%013F-HRTimeline
Regatta Research & Money Management293$71K0.07%13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC293$71K0.04%013F-HRTimeline
Piscataqua Savings Bank290$70.3K0.05%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.289$70.1K0.01%-2013F-HR/ATimeline
Cornerstone Planning Group LLC282$69.7K0.01%-4413F-HRTimeline
Longview Financial Advisors LLC286$69.3K0.03%013F-HRTimeline
MRP Capital Investments, LLC282$68.4K0.05%013F-HRTimeline
Atlantic Edge Private Wealth Management…271$65.7K0.01%013F-HRTimeline
North Star Investment Management Corp.269$65.1K<0.01%013F-HRTimeline
Signature Resources Capital Management,…267$64.7K0.03%+15913F-HRTimeline
SITTNER & NELSON, LLC266$64.5K0.02%013F-HRTimeline
Providence Capital Advisors, LLC261$63.2K0.01%-44813F-HRTimeline
Bear Mountain Capital, Inc.256$63.1K0.02%013F-HRTimeline
Hilton Head Capital Partners, LLC260$63K0.03%-5613F-HRTimeline
Caitlin John, LLC260$63K0.03%013F-HRTimeline
LifeSteps Financial, Inc.256$62.1K0.03%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS253$61.3K0.01%new13F-HRTimeline
Synergy Investment Management, LLC247$59.8K0.01%+113F-HRTimeline
Salomon & Ludwin, LLC244$59.5K<0.01%-2513F-HRTimeline
Tidemark, LLC244$59.2K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.243$58.9K0.03%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …242$58.7K0.01%13F-HRTimelineGroup
Global Trust Asset Management, LLC236$57.2K0.02%013F-HRTimeline
Quaker Wealth Management, LLC233$56.4K0.02%+113F-HRTimeline
VALLEY NATIONAL ADVISERS INC224$54.3K0.01%013F-HRTimeline
Financial Perspectives, Inc224$54.2K0.01%+113F-HRTimeline
Owl Creek Wealth Partners LLC217$52.7K0.02%013F-HRTimeline
VSM Wealth Advisory, LLC213$51.6K0.01%013F-HRTimeline
Signature Equity Partners, LLC207$50.2K0.02%-18713F-HRTimeline
Prestige Wealth Management Group LLC201$48.7K0.01%013F-HRTimeline
Aberdeen Wealth Management LLC200$48.5K0.02%013F-HRTimeline
Topsail Wealth Management, LLC200$48.5K0.01%-14913F-HRTimeline
Peachtree Investment Partners, LLC192$46.5K0.01%013F-HRTimeline
Davis Capital Management189$45.8K0.03%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.185$44.8K0.02%-46713F-HRTimeline
SJS Investment Consulting Inc.183$44.4K<0.01%013F-HRTimeline
RMG Wealth Management LLC170$43.8K<0.01%013F-HRTimeline
Access Investment Management LLC180$43.6K0.01%013F-HRTimeline
Center for Financial Planning, Inc.176$42.7K<0.01%-2313F-HRTimeline
TOP Private Wealth LLC.176$42.6K0.04%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC165$40K<0.01%-5613F-HRTimeline
Triumph Capital Management164$39.8K0.01%-4313F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC164$39.8K0.01%013F-HRTimeline
New England Capital Financial Advisors …163$39.4K0.01%+113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN160$38.8K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.154$37.3K0.03%013F-HRTimeline
Holos Integrated Wealth LLC148$36.6K0.02%-13013F-HRTimeline
Advantage Trust Co149$36.1K0.01%new13F-HRTimeline
Heritage Wealth Advisors146$35.4K<0.01%013F-HRTimeline
Avion Wealth144$34K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC140$33.9K0.02%-3513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.135$32.7K0.01%013F-HRTimeline
Armor Investment Advisors, LLC135$32.7K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…135$32.7K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC132$32K0.01%013F-HRTimeline
Bell Investment Advisors, Inc129$31.3K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL128$31K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC126$30.5K0.02%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD124$30.1K0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.122$29.6K0.02%013F-HRTimeline
Reyes Financial Architecture, Inc.121$29.3K0.02%013F-HRTimeline
Twin Lakes Capital Management, LLC119$28.9K0.01%013F-HRTimeline
Markowski Investments116$28.1K0.01%13F-HRTimeline
N.E.W. Advisory Services LLC112$27.2K<0.01%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC110$26.7K0.03%-13413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…106$25.7K0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.105$25.5K0.02%-313F-HRTimeline
Kilter Group LLC104$25.3K0.01%013F-HRTimeline
REXFORD CAPITAL INC102$24.7K0.02%new13F-HRTimeline
Timbuktu Capital Management, LLC102$24.7K0.04%13F-HRTimeline
Truvestments Capital LLC100$24.2K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC100$24.2K0.01%013F-HRTimeline
one8zero8, LLC100$24.2K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC100$24.2K0.02%013F-HRTimeline
Wilkerson Advisory Group LLC99$24K0.01%013F-HRTimeline
Integrity Financial Corp /WA97$23.5K0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA96$23.3K0.04%new13F-HRTimeline
Cheviot Value Management, LLC95$23K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC91$22.1K0.01%013F-HRTimeline
Gen-Wealth Partners Inc87$21.1K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…85$20.6K0.01%013F-HRTimeline
Richardson Capital Management LLC80$19.4K0.01%-14313F-HRTimeline
Steigerwald, Gordon & Koch Inc.72$17.5K<0.01%013F-HRTimeline
Evolution Advisers, Inc.71$17K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…69$16.7K<0.01%-813F-HRTimeline
Delos Wealth Advisors, LLC66$16K0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA63$15.3K<0.01%-3713F-HRTimeline
HighMark Wealth Management LLC62$15.1K0.01%013F-HRTimeline
Milestone Investment Advisors LLC60$14.5K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV60$14K<0.01%013F-HRTimeline
Benson Wealth Management INC56$13.6K0.01%013F-HRTimeline
Downshift Financial, LLC55$13.3K0.01%new13F-HRTimeline
Realta Investment Advisors54$13.2K<0.01%-113F-HRTimeline
Nemes Rush Group LLC51$12.4K<0.01%013F-HRTimeline
Intelligent Financial Strategies50$12.1K0.01%013F-HRTimeline
Valued Wealth Advisors LLC50$12.1K<0.01%013F-HRTimeline
High Note Wealth, LLC47$11.4K<0.01%013F-HRTimeline
Bullock Wealth Management Group46$11.3K<0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.46$11.2K<0.01%013F-HRTimeline
Bravera Wealth45$10.9K<0.01%013F-HRTimeline
Mosley Wealth Management43$10.4K<0.01%new13F-HRTimeline
REAP Financial Group, LLC41$9.97K<0.01%new13F-HRTimeline
Brooklyn FI, LLC40$9.9K<0.01%new13F-HRTimeline
BankChampaign, National Association40$9.7K0.01%013F-HRTimeline
BFSG, LLC39$9.46K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA36$8.73K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.36$8.73K0.01%013F-HRTimeline
Daytona Street Capital LLC35$8.64K0.01%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC35$8.48K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC34$8.24K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC33$8K<0.01%013F-HRTimeline
Granite Investment Partners, LLC29$7.03K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC27$6.55K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…26$6.3K<0.01%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC26$6.3K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC25$6.09K<0.01%new13F-HRTimeline
Legacy Bridge, LLC25$6.06K<0.01%013F-HRTimeline
Horizon Investments, LLC24$5.82K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.23$5.58K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …21$5K<0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP20$4.85K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.20$4.85K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC19$4.61K<0.01%-10813F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP16$3.88K<0.01%-213F-HRTimelineGroup
Prosperity Bancshares Inc16$3.88K<0.01%new13F-HRTimeline
Fairman Group, LLC16$3.88K<0.01%013F-HRTimeline
10Elms LLP14$3.39K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12$2.92K<0.01%+713F-HRTimelineGroup
Westfuller Advisors, LLC10$2.42K<0.01%013F-HRTimeline
Main Street Group, LTD8$1.94K<0.01%-113F-HRTimeline
Fortis Group Advisors, LLC7$1.7K<0.01%013F-HRTimeline
Hughes Financial Services, LLC7$1.7K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA4$970<0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4$970<0.01%013F-HRTimeline
Dogwood Wealth Management LLC4$970<0.01%013F-HRTimeline