Skip to content
Disclosery

IWD ISHARES TR

Follow

ETF (fund)

1,718 managers (1,740 13F filers) reported a position in IWD shares at 2024-12-31, 278,188,134 shares in all. 121 filers opened a position and 72 filers sold out during the quarter.

Managers
1,718
13F filers
1,740
New
121
Added
612
Reduced
482
Sold out
72
Shares held by filers
278,188,134

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Ellenbecker Investment Group69,747$12.9M2.31%+38,98813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO69,705$12.9M0.24%-7,62513F-HRTimeline
XML Financial, LLC69,572$12.9M1.18%+26013F-HRTimeline
CHURCHILL MANAGEMENT Corp68,304$12.6M0.14%-3,19513F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC67,927$12.6M2.47%-5,84113F-HRTimeline
Claro Advisors Inc.67,535$12.5M1.69%-1,90713F-HRTimeline
Newport Capital Group, LLC67,424$12.5M9.2%+1,48313F-HRTimeline
US FINANCIAL ADVISORS, LLC66,332$12.3M3.78%+1,55013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …66,055$12.2M0.02%+17,96913F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA65,637$12.2M0.06%-16,91013F-HRTimelineGroup
CERTUITY, LLC65,633$12.2M1.32%+24,53313F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…64,823$12M0.12%-39,34413F-HRTimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…64,496$11.9M3.7%-25013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC64,480$11.9M0.23%-4,23713F-HRTimeline
CWM, LLCin group CWM, LLC64,174$11.9M0.05%-82513F-HRTimelineGroup
SONATA CAPITAL GROUP INC64,084$11.9M4.91%+32313F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC63,893$11.8M4.45%+8,32513F-HRTimeline
Aptus Capital Advisors, LLC62,966$11.7M0.14%+6,04613F-HRTimeline
Willis Johnson & Associates, Inc.62,835$11.6M0.89%-1,30613F-HRTimeline
INSIGHT 2811, INC.62,371$11.5M5.95%-1,33113F-HRTimeline
Breakwater Capital Group61,982$11.5M2.28%-93113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC61,277$11.3M0.3%13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC60,936$11.3M6.22%13F-HRTimeline
Prism Advisors, Inc.60,720$11.2M3.37%-30613F-HRTimeline
FMA Wealth Management, LLC60,480$11.2M8.33%-27813F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…60,000$11.1M0.02%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC59,736$11.1M0.43%+1,80513F-HRTimeline
HARRIS ASSOCIATES L P59,610$11M0.01%new13F-HRTimeline
WEST BANCORPORATION INC57,768$10.7M7.03%+62213F-HRTimeline
Avidian Wealth Enterprises, LLC57,059$10.6M0.47%+32813F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD57,032$10.6M0.01%+52,89813F-HRTimelineGroup
Sterling Capital Management LLC56,923$10.5M0.14%new13F-HRTimeline
Haverford Trust Co56,664$10.5M0.1%-1,98913F-HRTimeline
BOKF, NAin group BOKF, NA57,144$10.5M0.18%-3,93913F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…56,500$10.5M0.06%+5,70013F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.56,427$10.4M4.3%+1113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.53,940$10.4M0.49%-100,93313F-HRTimelineGroup
SlateStone Wealth, LLC56,271$10.4M1.02%+7,90613F-HRTimeline
Visionary Wealth Advisors56,138$10.4M0.61%-1,04013F-HRTimeline
MATHER GROUP, LLC.56,104$10.4M0.13%-82313F-HRTimeline
NOTTINGHAM ADVISORS, INC.55,631$10.3M1.31%-6,18313F-HRTimeline
Summit Financial, LLC55,204$10.2M0.36%+7,31113F-HRTimeline
Chicago Partners Investment Group LLC53,637$9.99M0.33%+413F-HRTimeline
Goelzer Investment Management, Inc.52,952$9.8M0.57%-5,21213F-HRTimeline
Newton One Investments LLC51,748$9.58M3.69%-87013F-HRTimeline
Integrated Wealth Concepts LLC51,504$9.53M0.11%+8,12413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC50,951$9.43M0.09%+31313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC49,796$9.22M0.02%+69513F-HRTimelineGroup
Montecito Bank & Trust49,442$9.15M1.59%-26613F-HRTimeline
NWAM LLC49,002$9.07M0.56%+1,43013F-HRTimeline
Blue Trust, Inc.48,804$9.04M0.12%-92813F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC47,800$8.85M0.01%+40,00013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC45,741$8.82M0.88%-62513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC47,299$8.76M0.82%+1,75513F-HRTimeline
Tradition Wealth Management, LLC47,150$8.73M0.77%+213F-HRTimeline
Kingsview Wealth Management, LLC46,835$8.67M0.17%+31,28813F-HRTimeline
HANCOCK WHITNEY CORP46,827$8.67M0.27%+2,54513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC46,697$8.65M0.01%new13F-HRTimelineGroup
DIVERSIFIED TRUST CO46,605$8.63M0.21%-1,75613F-HRTimeline
JFS WEALTH ADVISORS, LLC46,109$8.54M0.58%-1,91913F-HRTimeline
Segment Wealth Management, LLC46,029$8.52M0.58%-13013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.45,511$8.43M0.09%+4,72713F-HR/ATimelineGroup
Valeo Financial Advisors, LLC44,704$8.28M0.23%-31213F-HRTimeline
Essential Planning, LLC.43,163$8.28M0.05%new13F-HRTimeline
Clayton Financial Group LLC44,648$8.27M2.98%-313F-HRTimeline
GREAT LAKES ADVISORS, LLC43,866$8.12M0.07%+34,04313F-HRTimeline
Sierra Capital LLC43,709$8.09M0.96%+2013F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.43,681$8.09M0.06%+14,92813F-HRTimeline
Allworth Financial LP41,893$8.07M0.04%+8,53513F-HRTimeline
Oldfather Financial Services, LLC43,254$8.01M3.05%+27113F-HRTimeline
Ausdal Financial Partners, Inc.43,118$7.98M0.69%+26113F-HRTimeline
Morton Capital Management LLC/CA42,818$7.93M1.5%+5,70113F-HRTimeline
Wellspring Financial Advisors, LLC42,424$7.85M0.82%-20113F-HRTimeline
Marquette Asset Management, LLC42,231$7.82M1.28%+14213F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC42,178$7.81M0.22%+26,59913F-HRTimeline
REBALANCE, LLC42,010$7.78M0.58%+30613F-HRTimeline
LYRICAL ASSET MANAGEMENT LP41,610$7.7M0.11%+34,58713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…41,416$7.67M0.15%+14,71113F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC41,389$7.66M0.5%-1,34813F-HRTimeline
NFJ INVESTMENT GROUP, LLC41,385$7.66M0.25%+39,48513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,289$7.64M0.01%+38,46013F-HRTimelineGroup
Snowden Capital Advisors LLC40,829$7.56M0.23%-15313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO40,828$7.56M0.01%+12,42713F-HRTimelineGroup
Smith & Howard Wealth Management, LLC40,463$7.49M2.12%-28413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp40,040$7.41M0.22%+15013F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding40,004$7.41M+12,124Timeline
Jump Financial, LLCin group Jump Financial, LLC39,914$7.39M0.16%new13F-HRTimelineGroup
Arbor Investment Advisors, LLC39,235$7.26M1.02%+33013F-HRTimeline
Sowell Financial Services LLC38,848$7.19M0.38%+7,45813F-HRTimeline
Finley Financial, LLC37,912$7.16M3.73%13F-HRTimeline
OneDigital Investment Advisors LLC38,563$7.14M0.08%+34513F-HRTimeline
Mullaney, Keating & Wright, Inc.38,505$7.13M4.81%-47013F-HRTimeline
Parallel Advisors, LLC38,476$7.12M0.16%+58013F-HRTimeline
Sunburst Financial Group, LLC38,451$7.12M1.76%013F-HRTimeline
Edge Capital Group, LLC38,407$7.11M0.36%-30113F-HRTimeline
BG Investment Services, LLC38,206$7.07M7.12%13F-HRTimeline
HBK Sorce Advisory LLC37,859$7.01M0.21%-1,76713F-HRTimeline
HMS Capital Management, LLC37,671$6.97M3.37%-1,12813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding37,354$6.92M+7,170Timeline
Wilmington Savings Fund Society, FSB37,119$6.87M0.12%+6,98513F-HRTimeline
American State Bank (Iowa)37,030$6.86M4.13%+1,44613F-HRTimeline
Tandem Financial, LLC36,879$6.83M7.23%13F-HRTimeline
Astoria Strategic Wealth, Inc.36,700$6.79M2.02%-73913F-HRTimeline
BRIGHTON JONES LLC36,663$6.79M0.2%+2,98113F-HR/ATimeline
NorthRock Partners, LLC36,312$6.72M0.22%+57113F-HR/ATimeline
WEBSTER BANK, N. A.36,210$6.7M0.72%+84413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC35,833$6.63M1.34%-1,55513F-HRTimeline
Ballast, Inc.35,804$6.63M1.9%+46013F-HRTimeline
Baker Avenue Asset Management, LP35,525$6.58M0.2%-10213F-HRTimeline
CFM WEALTH PARTNERS LLC35,344$6.54M1.1%+25113F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC35,250$6.53M1.07%+1,26913F-HRTimeline
Linscomb Wealth, Inc.34,321$6.35M0.32%-60613F-HRTimeline
Advisory Services Network, LLC34,311$6.35M0.12%+2,59813F-HRTimeline
ARK & TLK INVESTMENTS, LLC34,309$6.35M2.21%+413F-HRTimeline
OLD NATIONAL BANCORP /IN/34,309$6.35M0.15%+9,44113F-HRTimeline
Premier Path Wealth Partners, LLC34,171$6.33M0.96%+12,90013F-HRTimeline
ASPIRIANT, LLC33,800$6.26M0.23%-92313F-HRTimeline
Sepio Capital, LP33,640$6.23M0.5%-73313F-HRTimeline
WHITTIER TRUST CO33,489$6.2M0.08%-1,12713F-HRTimeline
EASTERN BANK33,348$6.17M0.11%+36013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P33,306$6.17M0.01%013F-HRTimelineGroup
Mill Creek Capital Advisors, LLC32,931$6.1M0.15%013F-HRTimeline
Quent Capital, LLC32,917$6.09M0.63%+4,06813F-HRTimeline
American Institute for Advanced Investm…32,820$6.08M4.53%-73413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO32,296$5.98M0.04%+2,36613F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\32,279$5.98M<0.01%-2,30913F-HR/ATimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC32,024$5.93M<0.01%-27813F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/32,004$5.92M2.79%-3,72913F-HRTimelineGroup
Harbour Capital Advisors, LLC31,592$5.89M1.31%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC31,424$5.82M0.4%-2013F-HRTimeline
Ullmann Wealth Partners Group, LLC31,137$5.76M0.74%-78113F-HRTimeline
Global Retirement Partners, LLC30,641$5.67M0.16%+4,05213F-HRTimeline
Ballentine Partners, LLC30,561$5.66M0.1%-12513F-HRTimeline
Towerpoint Wealth, LLC30,064$5.57M2.73%+25513F-HRTimeline
Auour Investments LLC28,656$5.55M1.94%+56313F-HRTimeline
Widmann Financial Services, Inc.29,804$5.52M4.27%+1,25213F-HRTimeline
Crescent Grove Advisors, LLC29,775$5.51M0.55%-14113F-HRTimeline
J.W. COLE ADVISORS, INC.29,703$5.5M0.22%+92213F-HRTimeline
Arete Wealth Advisors, LLC29,700$5.5M0.4%+38813F-HRTimeline
Hardy Reed LLC29,678$5.49M0.48%013F-HRTimeline
SIGNATUREFD, LLC29,628$5.49M0.1%+1,21613F-HRTimeline
Red Tortoise LLC29,575$5.48M2.87%+13313F-HRTimeline
Brightwater Advisory LLC29,545$5.47M4.29%-16713F-HRTimeline
Brand Asset Management Group, Inc.29,524$5.47M2.22%-3513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC29,234$5.41M1.35%+1,03913F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC29,173$5.4M0.13%-77513F-HRTimeline
Disciplined Investments, LLC29,153$5.4M2.66%+5013F-HRTimeline
Gladstone Institutional Advisory LLC29,093$5.39M0.25%-4013F-HRTimeline
Community Bank, N.A.29,079$5.38M0.69%-36813F-HRTimeline
ROTHSCHILD INVESTMENT LLC28,931$5.36M0.35%+1,37313F-HRTimeline
Confluence Wealth Services, Inc.27,114$5.26M0.34%+56413F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC28,375$5.25M0.07%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC28,217$5.22M0.67%+113F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC28,145$5.21M0.22%+14,37813F-HRTimeline
IHT Wealth Management, LLC28,005$5.18M0.17%-3,59813F-HRTimeline
Dorsey & Whitney Trust CO LLC27,822$5.15M0.28%+1,78313F-HRTimeline
Tanglewood Legacy Advisors, LLC27,670$5.12M2.19%-28913F-HRTimeline
MACKENZIE FINANCIAL CORP27,600$5.11M0.01%013F-HR/ATimeline
MERITAGE PORTFOLIO MANAGEMENT27,502$5.09M0.32%+39113F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC27,473$5.09M2.31%-21813F-HRTimeline
Hanson & Doremus Investment Management27,377$5.07M0.79%+14513F-HRTimeline
UMB Bank, n.a.27,307$5.06M0.08%-14,05413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aureus Asset Management, LLC27,263$5.05M0.33%013F-HRTimeline
Riverview Capital Advisers, LLC27,234$5.04M1.52%+58713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.27,167$5.03M0.12%+63413F-HRTimelineGroup
Prospera Financial Services Inc27,135$5.03M0.12%-3,01513F-HRTimeline
Stegner Investment Associates Inc.26,570$4.92M3.26%+313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hillcrest Wealth Advisors - NY, LLC26,218$4.85M2.31%-45013F-HRTimeline
SOL Capital Management CO26,124$4.84M0.54%+70013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.26,098$4.83M0.73%+1,83413F-HR/ATimeline
Manchester Capital Management LLC25,966$4.81M0.56%+2213F-HRTimeline
Alta Wealth Advisors LLC25,555$4.73M2.07%+62713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding25,546$4.73M+1,495Timeline
JMG Financial Group, Ltd.25,541$4.73M0.16%+7913F-HRTimeline
Mutual Advisors, LLC24,756$4.71M0.14%+40713F-HRTimeline
Broadview Financial Management, LLC25,423$4.71M3.37%-36813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,341$4.69M0.11%-2,18113F-HRTimelineGroup
Cornerstone Advisory, LLC23,904$4.65M0.53%-40013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc24,841$4.6M<0.01%+78613F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO24,624$4.56M0.16%+65813F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…24,441$4.53M0.93%-12713F-HRTimelineGroup
TPG Financial Advisors, LLC24,044$4.45M1.94%+50513F-HRTimeline
Diversified Portfolios, Inc.24,037$4.45M0.49%+33713F-HRTimeline
WEALTH ALLIANCE, LLC24,008$4.44M0.53%new13F-HRTimeline
FORTE ASSET MANAGEMENT LLC23,904$4.43M2.35%-16113F-HRTimeline
MONETARY MANAGEMENT GROUP INC23,722$4.39M1.14%+30013F-HRTimeline
FIRST MERCHANTS CORP23,612$4.37M0.17%013F-HRTimeline
Valmark Advisers, Inc.23,492$4.35M0.07%+90213F-HRTimeline
Prime Capital Investment Advisors, LLC23,480$4.35M0.06%+11613F-HRTimeline
Moran Wealth Management, LLC23,456$4.34M0.14%new13F-HRTimeline
Rehmann Capital Advisory Group23,451$4.34M0.28%-28413F-HRTimeline
SAGE FINANCIAL GROUP INC23,378$4.33M0.35%-4813F-HRTimeline
Sequoia Financial Advisors, LLC23,304$4.31M0.04%+2,45813F-HR/ATimeline
DT Investment Partners, LLC23,256$4.31M0.36%-4,27213F-HRTimeline
One Capital Management, LLC23,175$4.29M0.14%-46413F-HRTimeline
Azimuth Capital Investment Management L…23,167$4.29M0.17%+20413F-HRTimeline
D.A. DAVIDSON & CO.23,149$4.29M0.03%+63013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC22,684$4.2M0.08%+32613F-HRTimeline
New England Private Wealth Advisors LLC22,497$4.16M0.66%-53413F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA21,350$4.14M0.2%+9,02413F-HRTimeline