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Disclosery

IWD ISHARES TR

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ETF (fund)

1,890 managers (1,913 13F filers) reported a position in IWD shares at 2025-12-31, 273,513,716 shares in all. 133 filers opened a position and 60 filers sold out during the quarter.

Managers
1,890
13F filers
1,913
New
133
Added
653
Reduced
547
Sold out
60
Shares held by filers
273,513,716

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
Armor Investment Advisors, LLC135$28.4K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC135$28.4K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.132$28K0.03%13F-HRTimeline
Bell Investment Advisors, Inc129$27.1K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC128$26.9K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC127$26.7K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC126$26.5K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD124$26.1K0.01%013F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC123$26K0.05%013F-HRTimeline
SYNTAX RESEARCH, INC.122$25.7K0.02%013F-HRTimeline
Reyes Financial Architecture, Inc.121$25.5K0.02%new13F-HRTimeline
Twin Lakes Capital Management, LLC119$25K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC119$25K0.01%-6013F-HRTimeline
Motiv8 Investments LLC115$24K0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC112$23.6K<0.01%+10413F-HRTimeline
Frazier Financial Advisors, LLC108$22.7K0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.108$22.7K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…106$22.3K0.01%new13F-HRTimeline
POM Investment Strategies, LLC106$22.3K0.01%013F-HRTimeline
Kilter Group LLC104$21.8K0.01%+113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA100$21K<0.01%-15413F-HRTimeline
Truvestments Capital LLC100$21K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC100$21K0.01%-4513F-HRTimeline
Chung Wu Investment Group, LLC100$21K0.02%013F-HRTimeline
Cheviot Value Management, LLC95$20.8K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC98$20.7K0.01%13F-HRTimeline
Integrity Financial Corp /WA97$20.4K0.01%+6513F-HRTimeline
Financial Management Professionals, Inc.96$20.2K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC91$19.1K0.01%013F-HRTimeline
Gen-Wealth Partners Inc87$18.3K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…85$17.9K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…77$16.2K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.72$15.1K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC70$14.7K<0.01%013F-HRTimeline
Evolution Advisers, Inc.71$14K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV68$14K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC66$13.9K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…65$13.7K0.01%013F-HRTimeline
HighMark Wealth Management LLC62$13K0.01%013F-HRTimeline
Milestone Investment Advisors LLC60$12.6K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV60$12K<0.01%013F-HRTimeline
Benson Wealth Management INC56$11.8K0.01%13F-HRTimeline
Nemes Rush Group LLC51$10.7K<0.01%013F-HRTimeline
Intelligent Financial Strategies50$10.5K0.01%013F-HRTimeline
Valued Wealth Advisors LLC50$10.5K<0.01%013F-HRTimeline
High Note Wealth, LLC47$9.89K<0.01%013F-HRTimeline
Bullock Wealth Management Group46$9.78K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.46$9.69K<0.01%013F-HRTimeline
Bravera Wealth46$9.68K<0.01%13F-HRTimeline
Ransom Advisory, Ltd45$9.46K<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC42$8.84K0.01%013F-HRTimeline
BFSG, LLC39$8.2K<0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP40$8K<0.01%-413F-HRTimelineGroup
10Elms LLP38$7.99K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA36$7.57K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.36$7.57K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…35$7.36K<0.01%013F-HRTimelineGroup
Parvin Asset Management, LLC34$7.15K0.01%new13F-HRTimeline
Aventura Private Wealth, LLC34$7.15K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC33$6.94K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC32$6.73K<0.01%013F-HRTimeline
Luminist Capital LLC31$6.52K0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …31$6.52K0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.31$6.52K<0.01%new13F-HRTimeline
Modus Advisors, LLC30$6.31K<0.01%new13F-HRTimeline
Granite Investment Partners, LLC29$6.1K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC27$5.68K<0.01%-3413F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC26$5.47K<0.01%013F-HRTimeline
Legacy Bridge, LLC25$5.26K<0.01%013F-HRTimeline
Horizons Wealth Management25$5.26K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC25$5.26K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.23$4.84K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP20$4.21K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.20$4.21K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …21$4K<0.01%013F-HRTimelineGroup
Fairman Group, LLC16$3.37K<0.01%013F-HRTimeline
Daytona Street Capital LLC15$3.15K<0.01%13F-HRTimeline
LM Advisors LLC619$2.94K0.06%-2,32213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC12$2.52K<0.01%-3113F-HRTimeline
RHL GROUP, LLC12$2.52K<0.01%13F-HRTimeline
Westfuller Advisors, LLC11$2.31K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA8$1.68K<0.01%013F-HRTimeline
Garner Asset Management Corp8$1.68K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC7$1.47K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC7$1.47K<0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4$841<0.01%013F-HRTimeline
Realta Investment Advisors3$535<0.01%013F-HRTimeline
Navalign, LLC0$72<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Align Financial, LLC342,013$342K13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
VESTOR CAPITAL, LLC1,630$139+97113F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.