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Disclosery

IWD ISHARES TR

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ETF (fund)

1,958 managers (1,982 13F filers) reported a position in IWD shares at 2026-06-30, 265,613,918 shares in all. 144 filers opened a position and 69 filers sold out during the quarter.

Managers
1,958
13F filers
1,982
New
144
Added
585
Reduced
700
Sold out
69
Shares held by filers
265,613,918

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
Apella Capital, LLC69,260$17.2M0.24%-3,13713F-HRTimeline
Meramec Financial Planners, LLC68,485$17.1M6.25%+8,01013F-HRTimeline
WEST BANCORPORATION INC70,539$17.1M7.31%-2,59213F-HRTimeline
Integrated Wealth Concepts LLC69,220$16.8M0.11%+11,22313F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC67,594$16.4M0.01%new13F-HR/ATimelineGroup
SONATA CAPITAL GROUP INC67,587$16.4M5.29%+92813F-HRTimeline
Berman McAleer LLC67,488$16.4M1.89%-82313F-HRTimeline
GFS Advisors, LLC9,348$16.2M2.49%-9213F-HR/ATimeline
Farther Finance Advisors, LLC64,218$15.6M0.12%+73713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO63,291$15.3M0.23%-8,91413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC63,143$15.3M4.3%+1,56413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC63,113$15.3M0.07%-29,64013F-HRTimeline
Breakwater Capital Group61,515$14.9M1.79%+26213F-HRTimeline
Aptus Capital Advisors, LLC61,322$14.9M0.11%+2,54013F-HRTimeline
Arete Wealth Advisors, LLC61,285$14.9M0.98%+13,82313F-HR/ATimeline
INSIGHT 2811, INC.61,000$14.8M5.99%+1,27613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC60,827$14.7M0.01%-52,33913F-HRTimelineGroup
Avidian Wealth Enterprises, LLC59,721$14.5M0.4%+3,90313F-HRTimeline
FDx Advisors, Inc.59,013$14.3M4.31%-2,53013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA58,890$14.3M0.06%-20,36113F-HRTimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…58,572$14.2M3.01%-54913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC58,376$14.2M0.87%+1,03413F-HRTimeline
CAMBIAR INVESTORS LLC57,833$14M0.61%-82,44313F-HRTimeline
IEQ CAPITAL, LLC57,583$14M0.06%-103,04313F-HRTimeline
Orion Porfolio Solutions, LLC57,185$13.9M0.11%-12,08513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA57,068$13.9M0.39%-46513F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.56,939$13.8M4.31%+16113F-HRTimeline
CERTUITY, LLC56,216$13.6M0.67%+7713F-HRTimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…55,774$13.5M0.03%+12,08413F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC55,768$13.5M0.21%-20413F-HRTimeline
Chicago Partners Investment Group LLC54,741$13.5M0.27%+99213F-HRTimeline
Haverford Trust Co55,569$13.5M0.12%-46213F-HRTimeline
Prism Advisors, Inc.55,366$13.4M3.26%-22213F-HRTimeline
BOKF, NAin group BOKF, NA55,362$13.4M0.19%-69113F-HRTimelineGroup
Krane Financial Solutions LLC55,203$13.4M8.24%-2,17013F-HRTimeline
NewEdge Wealth, LLC53,283$12.9M0.13%+23,02313F-HRTimeline
JFS WEALTH ADVISORS, LLC53,224$12.9M0.64%-72613F-HRTimeline
NWAM LLC51,908$12.6M0.63%+3,87013F-HRTimeline
Paladin Partners, LLC51,090$12.4M8.19%-1,03013F-HRTimeline
Kelsey Financial, LLC50,631$12.3M9.31%+59513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.50,576$12.3M0.01%new13F-HRTimelineGroup
Snowden Capital Advisors LLC50,573$12.3M0.29%+2,60813F-HRTimeline
FOSTER & MOTLEY INC50,563$12.3M0.56%+2,82113F-HRTimeline
XML Financial, LLC50,237$12.2M0.89%+94013F-HRTimeline
Newton One Investments LLC50,120$12.2M3.06%-58613F-HRTimeline
Valeo Financial Advisors, LLC48,793$11.8M0.25%+1,73613F-HRTimeline
DIVERSIFIED TRUST CO48,614$11.8M0.19%+24013F-HRTimeline
Tradition Wealth Management, LLC47,811$11.6M0.71%+113F-HRTimeline
WEBSTER BANK, N. A.47,432$11.5M1%+98713F-HRTimeline
SCS Capital Management LLC47,373$11.5M0.11%+3,99313F-HRTimeline
FMA Wealth Management, LLC47,348$11.5M7.35%-2,40513F-HRTimeline
Argent Trust Co47,224$11.4M0.33%+2,04213F-HRTimeline
Montecito Bank & Trust46,627$11.3M1.69%-1,63713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding46,455$11.3M-1,229Timeline
MATHER GROUP, LLC.45,664$11.1M0.1%-52013F-HRTimeline
PINEBRIDGE INVESTMENTS LLC45,508$11M0.09%+18,85413F-HRTimeline
NorthRock Partners, LLC45,467$11M0.16%-1,36013F-HRTimeline
HANCOCK WHITNEY CORP45,243$11M0.18%-313F-HRTimeline
OFS Enterprise LLC45,212$11M2.8%+28513F-HRTimeline
Morton Capital Management LLC/CA45,061$10.9M1.49%-2,25513F-HRTimeline
Visionary Wealth Advisors44,825$10.9M0.43%-63213F-HRTimeline
Allworth Financial LP44,387$10.8M0.05%-271,21113F-HRTimeline
Smith & Howard Wealth Management, LLC44,240$10.7M2.21%-99013F-HRTimeline
HBK Sorce Advisory LLC41,441$10.6M0.21%+18313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC42,924$10.4M0.08%-35413F-HRTimeline
Blue Trust, Inc.42,702$10.4M0.11%-6,13113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…41,888$10.2M0.03%-243,54913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC41,597$10.1M0.58%-9913F-HRTimeline
Wellspring Financial Advisors, LLC41,227$9.99M0.66%-29313F-HRTimeline
Atria Investments, Inc41,028$9.95M0.1%+10,83113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.41,024$9.95M0.33%-17,67713F-HRTimelineGroup
Arcadia Wealth Management, LLC40,910$9.92M3.11%+1,38913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC40,538$9.83M0.5%-19913F-HRTimeline
TCW GROUP INCin group TCW GROUP INC40,328$9.78M0.07%-34,15113F-HRTimelineGroup
Parallel Advisors, LLC39,583$9.6M0.15%-8513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT39,311$9.53M0.14%-3,07713F-HR/ATimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP39,173$9.5M0.01%-292,07313F-HRTimelineGroup
Advisory Services Network, LLC39,025$9.46M0.11%+91213F-HRTimeline
Quent Capital, LLC38,938$9.44M0.58%-27613F-HRTimeline
Sowell Financial Services LLC38,915$9.43M0.31%+6,32013F-HRTimeline
Sunburst Financial Group, LLC38,698$9.38M1.57%013F-HRTimeline
Ironwood Investment Counsel, LLC38,693$9.38M1.23%+3,08113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…38,523$9.34M0.79%13F-HRTimelineGroup
Stegner Investment Associates Inc.38,393$9.31M4.43%+213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…38,352$9.3M0.19%+29,83313F-HRTimelineGroup
Segment Wealth Management, LLC38,049$9.22M0.48%-47513F-HRTimeline
Ausdal Financial Partners, Inc.37,942$9.2M0.36%-2,58113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…37,706$9.14M0.11%+2,39613F-HRTimelineGroup
VANGUARD GROUP INCgroup of 3 filers holding37,543$9.1M+513Timeline
Waterloo Capital, L.P.37,287$9.04M0.51%-7,62513F-HRTimeline
Independence Asset Advisors, LLC37,250$9.03M2.35%013F-HRTimeline
Alexis Investment Partners, LLC37,106$9.01M5.27%new13F-HRTimeline
Arbor Investment Advisors, LLC37,111$9M1.02%+1613F-HRTimeline
Global Retirement Partners, LLC36,980$8.97M0.14%13F-HRTimeline
CFM WEALTH PARTNERS LLC36,980$8.97M1.14%+1,32613F-HRTimeline
Sierra Capital LLC36,928$8.95M0.87%+1113F-HRTimeline
ASPIRIANT, LLC36,690$8.9M0.22%+16913F-HRTimeline
Veratis Advisors, Inc.36,570$8.87M6.27%13F-HRTimeline
Goelzer Investment Management, Inc.36,530$8.86M0.39%-13,85313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.36,294$8.8M0.84%+2,74513F-HRTimeline
Prosperity Consulting Group, LLC36,273$8.79M0.33%+8,79913F-HRTimeline
Savvy Advisors, Inc.36,204$8.78M0.19%+94313F-HRTimeline
Perigon Wealth Management, LLC36,028$8.73M0.14%+15,08913F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC35,903$8.7M1.02%013F-HRTimeline
BRIGHTON JONES LLC35,684$8.65M0.16%+16913F-HRTimeline
J.W. COLE ADVISORS, INC.35,659$8.64M0.15%new13F-HRTimeline
SIGNATUREFD, LLC35,392$8.58M0.11%+20513F-HRTimeline
Raub Brock Capital Management LP35,357$8.57M2.36%-68513F-HRTimeline
Astoria Strategic Wealth, Inc.35,283$8.55M1.95%-44813F-HRTimeline
Kingsview Wealth Management, LLC35,076$8.5M0.1%+13,92413F-HRTimeline
DT Investment Partners, LLC35,063$8.5M0.63%013F-HRTimeline
Hirtle & Co., LLC35,009$8.49M0.28%-39,80713F-HRTimeline
Aprio Wealth Management, LLC34,832$8.44M0.42%+7,08913F-HRTimeline
Widmann Financial Services, Inc.34,728$8.42M4.52%+48913F-HRTimeline
Sepio Capital, LP34,717$8.42M0.42%+30913F-HRTimeline
Northern Lights Advisors, Inc.34,695$8.41M4.58%-1,87013F-HRTimeline
REBALANCE, LLC34,593$8.39M0.44%-4813F-HRTimeline
Pointe Capital Management LLC34,534$8.37M3.75%+2,23813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp34,394$8.34M0.2%-75813F-HRTimelineGroup
American State Bank (Iowa)34,311$8.32M3.37%+2,16313F-HRTimeline
Mullaney, Keating & Wright, Inc.34,296$8.31M4.02%-2,57913F-HRTimeline
OneDigital Investment Advisors LLC33,912$8.22M0.07%-1,77813F-HRTimeline
Confluence Wealth Services, Inc.33,891$8.22M0.23%-99413F-HRTimeline
BIP Wealth, LLC33,499$8.12M0.23%+30,93313F-HRTimeline
Finley Financial, LLC33,346$8.08M3.25%-1,94513F-HRTimeline
CIBC WORLD MARKET INC.33,296$8.07M0.01%+31,50013F-HRTimeline
TPG Financial Advisors, LLC32,922$7.98M2.38%+67113F-HRTimeline
EASTERN BANK32,906$7.98M0.12%+65613F-HRTimeline
Gladstone Institutional Advisory LLC32,449$7.87M0.25%+2,17813F-HRTimeline
DAVENPORT & Co LLC32,111$7.78M0.04%+23,04213F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK31,915$7.74M0.01%new13F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…31,700$7.69M0.03%-52,10013F-HRTimelineGroup
Maloon Powers Pitre Higgins & Dennehy, …31,668$7.68M2.64%13F-HRTimeline
Auour Investments LLC31,595$7.66M2.2%-12713F-HRTimeline
M.D. Sass, LLC31,554$7.65M0.51%-1,43013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.31,463$7.63M0.16%-2,46113F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC31,331$7.6M0.01%+19,24913F-HRTimelineGroup
American Institute for Advanced Investm…31,216$7.57M4.37%-32113F-HRTimeline
Ballentine Partners, LLC31,161$7.55M0.09%-7313F-HRTimeline
Composition Wealth, LLC31,037$7.52M0.09%+1,90713F-HRTimeline
QUADRANT CAPITAL GROUP LLC30,998$7.51M0.21%-23513F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P30,891$7.49M0.01%-57813F-HRTimelineGroup
WHITTIER TRUST CO30,065$7.43M0.07%-1,96613F-HRTimeline
Baker Avenue Asset Management, LP30,294$7.34M0.14%-45113F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC30,093$7.3M0.09%+9,81113F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…29,871$7.24M0.2%+20,44913F-HRTimelineGroup
Crescent Grove Advisors, LLC29,869$7.24M0.61%+1,98613F-HRTimeline
Harbour Capital Advisors, LLC29,277$7.23M1.32%013F-HRTimeline
Hardy Reed LLC29,678$7.19M0.46%013F-HRTimeline
MidFirst Bank29,677$7.19M0.51%-1,80113F-HRTimeline
NOTTINGHAM ADVISORS, INC.28,513$7.01M0.84%-2,23413F-HRTimeline
ARK & TLK INVESTMENTS, LLC28,681$6.95M1.72%013F-HRTimeline
GREAT LAKES ADVISORS, LLC28,654$6.95M0.05%+3,73913F-HRTimeline
Disciplined Investments, LLC28,624$6.94M2.24%-1,01313F-HR/ATimeline
RETIREMENT INCOME SOLUTIONS, INC32,403$6.92M1.19%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding28,542$6.92M-1,964Timeline
Estate Counselors, LLC28,438$6.89M0.59%+3913F-HRTimeline
Prime Capital Investment Advisors, LLC28,206$6.84M0.07%+8013F-HRTimeline
Brand Asset Management Group, Inc.28,171$6.83M1.51%-30613F-HRTimeline
Vise Technologies, Inc.28,070$6.8M0.08%+6,12313F-HRTimeline
ROTHSCHILD INVESTMENT LLC28,046$6.8M0.25%-1,38413F-HRTimeline
EQUITABLE TRUST CO28,035$6.8M0.28%+7,10213F-HRTimeline
Next Capital Management LLC27,975$6.78M1.83%-9013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC27,352$6.78M0.13%-44513F-HRTimeline
Towerpoint Wealth, LLC27,783$6.74M2.34%-92413F-HRTimeline
FORTE ASSET MANAGEMENT LLC27,597$6.69M2.73%+13113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC27,593$6.69M0.09%-25,23513F-HRTimeline
Piedmont Capital Management, LLC/NC27,500$6.67M4.07%013F-HRTimeline
Ullmann Wealth Partners Group, LLC27,480$6.66M0.61%-37913F-HRTimeline
Brightwater Advisory LLC27,281$6.61M4.18%-25913F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD27,263$6.61M1.36%13F-HRTimeline
IHT Wealth Management, LLC27,244$6.6M0.14%-11613F-HRTimeline
KLCM Advisors, Inc.27,218$6.6M0.53%+78713F-HRTimeline
Sequoia Financial Advisors, LLC26,936$6.53M0.03%+39413F-HRTimeline
Valmark Advisers, Inc.26,772$6.49M0.07%+14513F-HRTimeline
EAGLE CAPITAL MANAGEMENT LLC26,571$6.44M0.02%+18,81213F-HRTimeline
Linscomb Wealth, Inc.26,353$6.39M0.28%-2,04713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC26,243$6.36M0.44%+5,71813F-HRTimeline
Community Bank, N.A.26,209$6.35M0.69%+38913F-HRTimeline
POTENTIA WEALTH26,143$6.34M2.59%-39413F-HRTimeline
SG Americas Securities, LLC26,141$6.34M<0.01%+6,51513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO26,116$6.33M0.03%-1,99413F-HRTimelineGroup
Aureus Asset Management, LLC25,814$6.26M0.38%-1,43113F-HRTimeline
Hanson & Doremus Investment Management25,718$6.24M0.63%+2013F-HRTimeline
Heck Capital Advisors, LLC25,627$6.21M0.37%+1,38513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC25,399$6.16M0.01%+1,61413F-HRTimelineGroup
New England Private Wealth Advisors LLC24,547$6.09M0.59%+4813F-HRTimeline
Paladin Advisory Group, LLC24,818$6.02M4%-7913F-HRTimeline
Merit Financial Group, LLC24,782$6.01M0.04%-10613F-HR/ATimeline
Winthrop Advisory Group LLC24,452$5.93M0.4%+18513F-HRTimeline
Diversified Portfolios, Inc.24,412$5.92M0.43%-10313F-HRTimeline
KINTRA WEALTH, LLC22,795$5.9M0.31%+2,77913F-HRTimeline
MONETARY MANAGEMENT GROUP INC24,227$5.87M1.21%+83513F-HRTimeline
Rehmann Capital Advisory Group24,249$5.87M0.27%-58613F-HRTimeline
RHUMBLINE ADVISERS24,202$5.87M<0.01%-1,24713F-HRTimeline
CASTLEARK MANAGEMENT LLC24,040$5.83M0.16%013F-HRTimeline
JMG Financial Group, Ltd.23,936$5.8M0.14%-42913F-HRTimeline
OLD NATIONAL BANCORP /IN/23,933$5.8M0.12%-3,44613F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC23,738$5.75M2.06%-37513F-HRTimeline
Alta Wealth Advisors LLC23,549$5.71M1.55%-83013F-HRTimeline