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Disclosery

IWD ISHARES TR

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ETF (fund)

1,885 managers (1,909 13F filers) reported a position in IWD shares at 2026-03-31, 268,233,059 shares in all. 111 filers opened a position and 106 filers sold out during the quarter.

Managers
1,885
13F filers
1,909
New
111
Added
585
Reduced
707
Sold out
106
Shares held by filers
268,233,059

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
Avion Wealth144$30K0.01%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC138$29.4K0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC126$29.2K0.02%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.135$28.8K0.01%013F-HRTimeline
Armor Investment Advisors, LLC135$28.8K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…135$28.8K0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC132$28.2K0.01%+1313F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC143$27.8K0.01%+1513F-HRTimeline
Bell Investment Advisors, Inc129$27.6K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL128$27.4K0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC127$27.1K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD124$26.5K0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.122$26.1K0.02%013F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC123$26K0.04%013F-HRTimeline
Reyes Financial Architecture, Inc.121$25.9K0.02%013F-HRTimeline
Twin Lakes Capital Management, LLC119$25.4K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC112$23.9K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.108$23.1K0.02%013F-HRTimeline
Signature Resources Capital Management,…108$23.1K0.01%-27413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…106$22.6K0.01%013F-HRTimeline
Kilter Group LLC104$22.2K0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA100$21.4K<0.01%013F-HRTimeline
Truvestments Capital LLC100$21.4K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC100$21.4K0.01%013F-HRTimeline
one8zero8, LLC100$21.4K<0.01%-10013F-HRTimeline
Chung Wu Investment Group, LLC100$21.4K0.02%013F-HRTimeline
Wilkerson Advisory Group LLC99$21.1K0.01%+113F-HRTimeline
Integrity Financial Corp /WA97$20.7K0.01%013F-HRTimeline
Financial Management Professionals, Inc.96$20.5K<0.01%013F-HRTimeline
Cheviot Value Management, LLC95$20.3K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC91$19.4K0.01%013F-HRTimeline
Gen-Wealth Partners Inc87$18.6K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…85$18.2K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…77$16.5K<0.01%013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC77$16.5K0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.72$15.4K<0.01%013F-HRTimeline
Evolution Advisers, Inc.71$15K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV68$15K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC66$14.1K0.01%013F-HRTimeline
HighMark Wealth Management LLC62$13.3K0.01%013F-HRTimeline
Milestone Investment Advisors LLC60$12.8K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV60$12K<0.01%013F-HR/ATimeline
Benson Wealth Management INC56$12K0.02%013F-HRTimeline
Realta Investment Advisors55$11.7K<0.01%+5213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.53$11.3K<0.01%-1,45813F-HRTimelineGroup
Nemes Rush Group LLC51$10.9K<0.01%013F-HRTimeline
Intelligent Financial Strategies50$10.7K0.01%013F-HRTimeline
Valued Wealth Advisors LLC50$10.7K<0.01%013F-HRTimeline
High Note Wealth, LLC47$10K<0.01%013F-HRTimeline
Bullock Wealth Management Group46$9.99K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.46$9.88K<0.01%013F-HRTimeline
Bravera Wealth45$9.62K<0.01%-113F-HRTimeline
BankChampaign, National Association40$8.55K0.01%new13F-HRTimeline
BFSG, LLC39$8.33K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA36$7.69K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.36$7.69K0.01%013F-HRTimeline
Daytona Street Capital LLC35$7.55K0.01%+2013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…35$7.48K<0.01%013F-HRTimelineGroup
Aventura Private Wealth, LLC34$7.26K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC33$7.05K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC32$6.84K<0.01%013F-HRTimeline
Granite Investment Partners, LLC29$6.2K<0.01%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC29$6.2K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC27$5.77K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC26$5.47K<0.01%013F-HRTimeline
Legacy Bridge, LLC25$5.34K<0.01%013F-HRTimeline
Horizons Wealth Management25$5.34K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.23$4.91K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP20$4.27K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.20$4.27K<0.01%013F-HRTimeline
United Financial Planning Group LLC20$4.27K<0.01%-1,73713F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …21$4K<0.01%013F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP18$4K<0.01%-2213F-HRTimelineGroup
Fairman Group, LLC16$3.42K<0.01%013F-HRTimeline
10Elms LLP14$2.99K<0.01%-2413F-HRTimeline
LM Advisors LLC628$2.94K0.05%+913F-HRTimeline
Westfuller Advisors, LLC10$2.14K<0.01%-113F-HRTimeline
Main Street Group, LTD9$1.92K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC7$1.5K<0.01%013F-HRTimeline
Hughes Financial Services, LLC7$1.5K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…5$1.07K<0.01%new13F-HRTimelineGroup
TopTier Wealth Management, LLC4$874<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA4$855<0.01%-413F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4$855<0.01%013F-HRTimeline
Dogwood Wealth Management LLC4$855<0.01%new13F-HRTimeline