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Disclosery

IWD ISHARES TR

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ETF (fund)

1,702 managers (1,724 13F filers) reported a position in IWD shares at 2025-03-31, 269,209,929 shares in all. 105 filers opened a position and 109 filers sold out during the quarter.

Managers
1,702
13F filers
1,724
New
105
Added
527
Reduced
651
Sold out
109
Shares held by filers
269,209,929

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Prism Advisors, Inc.68,390$12.9M3.96%+7,67013F-HRTimeline
COUNTRY CLUB BANK68,755$12.8M0.86%-2,57913F-HRTimeline
SlateStone Wealth, LLC67,895$12.8M1.28%+11,62413F-HRTimeline
US FINANCIAL ADVISORS, LLC67,545$12.7M3.76%+1,21313F-HRTimeline
CHURCHILL MANAGEMENT Corp67,504$12.7M0.16%-80013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC67,332$12.7M2.73%-59513F-HRTimeline
CERTUITY, LLC65,753$12.4M1.3%+12013F-HRTimeline
DT Investment Partners, LLC65,624$12.3M1.19%+42,36813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC65,571$12.3M0.09%-12,55913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT65,259$12.3M0.11%-175,62113F-HRTimeline
XML Financial, LLC65,069$12.2M1.14%-4,50313F-HRTimeline
SONATA CAPITAL GROUP INC64,857$12.2M5.31%+77313F-HRTimeline
WEST BANCORPORATION INC64,613$12.2M8.26%+6,84513F-HRTimeline
CWM, LLCin group CWM, LLC64,177$12.1M0.05%+313F-HRTimelineGroup
Breakwater Capital Group63,669$12M2.13%+1,68713F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…61,519$11.6M3.55%-2,97713F-HRTimeline
FMA Wealth Management, LLC59,405$11.5M8.87%-1,07513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC61,203$11.5M0.21%-3,27713F-HRTimeline
Aptus Capital Advisors, LLC60,634$11.4M0.13%-2,33213F-HRTimeline
Summit Financial, LLC60,259$11.3M0.32%+5,05513F-HRTimeline
GENESIS PRIVATE WEALTH, LLC60,124$11.3M6%-81213F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…60,000$11.3M0.02%013F-HRTimeline
INSIGHT 2811, INC.59,566$11.2M5.69%-2,80513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC58,710$11M0.28%-2,56713F-HRTimeline
M.D. Sass, LLC58,228$11M0.96%-139,54613F-HRTimeline
Copperwynd Financial, LLC57,616$10.8M2.99%new13F-HRTimeline
Avidian Wealth Enterprises, LLC57,243$10.8M0.48%+18413F-HRTimeline
BOKF, NAin group BOKF, NA56,896$10.7M0.19%-24813F-HRTimelineGroup
Haverford Trust Co56,711$10.7M0.11%+4713F-HRTimeline
Visionary Wealth Advisors55,659$10.5M0.63%-47913F-HRTimeline
INVESTMENT PARTNERS, LTD.55,635$10.5M4.34%-79213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA56,005$10.4M0.5%+34,65513F-HRTimeline
Apella Capital, LLC56,372$10.1M0.35%+48,78313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC53,211$10M0.02%+3,41513F-HRTimelineGroup
Goelzer Investment Management, Inc.53,063$9.98M0.58%+11113F-HR/ATimeline
MATHER GROUP, LLC.52,917$9.96M0.12%-3,18713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.52,662$9.91M0.48%-1,27813F-HRTimelineGroup
Chicago Partners Investment Group LLC53,642$9.86M0.33%+513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.51,507$9.69M0.17%+5,99613F-HRTimelineGroup
Newton One Investments LLC51,402$9.67M3.46%-34613F-HRTimeline
SCS Capital Management LLC51,196$9.63M0.12%new13F-HR/ATimeline
JOHNSON INVESTMENT COUNSEL INC50,238$9.45M0.09%-71313F-HRTimeline
Montecito Bank & Trust49,711$9.35M1.66%+26913F-HRTimeline
NewEdge Wealth, LLC49,692$9.35M0.17%-37,84913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC49,368$9.29M0.88%+2,06913F-HRTimeline
Integrated Wealth Concepts LLC48,319$9.09M0.11%-3,18513F-HRTimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…47,380$8.92M0.02%-163,68613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …47,395$8.91M0.02%-18,66013F-HRTimelineGroup
Tradition Wealth Management, LLC47,154$8.87M0.78%+413F-HRTimeline
Morton Capital Management LLC/CA46,884$8.82M1.7%+4,06613F-HRTimeline
NOTTINGHAM ADVISORS, INC.46,157$8.68M1.33%-9,47413F-HRTimeline
JFS WEALTH ADVISORS, LLC46,080$8.67M0.59%-2913F-HRTimeline
Arcadia Wealth Management, LLC46,073$8.67M4.28%new13F-HRTimeline
DIVERSIFIED TRUST CO45,698$8.6M0.21%-90713F-HRTimeline
Clayton Financial Group LLC45,021$8.47M3.11%+37313F-HRTimeline
Blue Trust, Inc.44,936$8.46M0.11%-3,86813F-HRTimeline
NWAM LLC44,911$8.45M0.73%-4,09113F-HRTimeline
HANCOCK WHITNEY CORP44,268$8.33M0.27%-2,55913F-HRTimeline
Valeo Financial Advisors, LLC43,977$8.27M0.23%-72713F-HRTimeline
LONDON CO OF VIRGINIA43,719$8.23M0.05%-246,40013F-HRTimeline
Segment Wealth Management, LLC43,508$8.19M0.55%-2,52113F-HRTimeline
Oldfather Financial Services, LLC43,463$8.18M3.1%+20913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC44,943$8.11M0.86%-79813F-HRTimeline
REBALANCE, LLC42,546$8.01M0.59%+53613F-HRTimeline
Sierra Capital LLC42,506$8M0.96%-1,20313F-HRTimeline
Wellspring Financial Advisors, LLC42,442$7.99M0.89%+1813F-HRTimeline
Marquette Asset Management, LLC41,580$7.82M1.38%-65113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…41,323$7.77M0.02%-96,86513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC40,994$7.71M0.54%-39513F-HRTimeline
Ausdal Financial Partners, Inc.40,961$7.71M0.58%-2,15713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO40,950$7.71M0.05%+8,65413F-HRTimelineGroup
Smith & Howard Wealth Management, LLC40,907$7.7M2.1%+44413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…40,694$7.66M0.31%-84,59413F-HRTimelineGroup
RHUMBLINE ADVISERS40,272$7.58M0.01%+20,56313F-HR/ATimeline
Allworth Financial LP41,887$7.57M0.04%-613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp39,855$7.5M0.23%-18513F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…39,430$7.42M0.15%-1,98613F-HRTimelineGroup
Arbor Investment Advisors, LLC39,416$7.42M1.01%+18113F-HRTimeline
Parallel Advisors, LLC39,088$7.34M0.17%+61213F-HRTimeline
WEBSTER BANK, N. A.38,921$7.32M0.8%+2,71113F-HRTimeline
HBK Sorce Advisory LLC38,535$7.25M0.21%+67613F-HRTimeline
Sunburst Financial Group, LLC38,451$7.23M1.78%013F-HRTimeline
Advisory Services Network, LLC38,429$7.23M0.14%+4,11813F-HRTimeline
Mullaney, Keating & Wright, Inc.38,399$7.23M4.87%-10613F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc38,126$7.15M<0.01%+13,28513F-HRTimelineGroup
Tandem Financial, LLC37,504$7.06M7.69%+62513F-HRTimeline
SIGNATUREFD, LLC36,840$6.93M0.13%+7,21213F-HRTimeline
Astoria Strategic Wealth, Inc.36,819$6.93M2.04%+11913F-HRTimeline
American State Bank (Iowa)36,805$6.93M4.18%-22513F-HRTimeline
Arkadios Wealth Advisors36,317$6.83M0.26%+15,05013F-HRTimeline
J.W. COLE ADVISORS, INC.36,120$6.8M0.21%+6,41713F-HRTimeline
Ballast, Inc.36,078$6.79M1.92%+27413F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC36,075$6.79M1.2%+82513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC35,920$6.76M1.41%+8713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding36,433$6.76M-921Timeline
OneDigital Investment Advisors LLC35,786$6.73M0.08%-2,77713F-HRTimeline
CFM WEALTH PARTNERS LLC35,768$6.73M1.19%+42413F-HRTimeline
Finley Financial, LLC36,007$6.56M3.65%-1,90513F-HRTimeline
ARK & TLK INVESTMENTS, LLC34,313$6.46M2.27%+413F-HRTimeline
Baker Avenue Asset Management, LP33,925$6.38M0.2%-1,60013F-HRTimeline
Gotham Asset Management, LLC33,916$6.38M0.05%new13F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding33,841$6.37M+1,817Timeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding33,863$6.36M-6,141Timeline
ASPIRIANT, LLC33,800$6.36M0.22%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO33,770$6.35M0.01%-7,05813F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB33,673$6.34M0.12%-3,44613F-HRTimeline
Quent Capital, LLC33,647$6.33M0.66%+73013F-HRTimeline
Sepio Capital, LP33,641$6.33M0.5%+113F-HRTimeline
Linscomb Wealth, Inc.33,575$6.32M0.31%-74613F-HRTimeline
American Institute for Advanced Investm…33,295$6.26M4.78%+47513F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P33,203$6.25M0.01%-10313F-HRTimelineGroup
Crescent Grove Advisors, LLC33,158$6.24M0.65%+3,38313F-HRTimeline
NorthRock Partners, LLC33,106$6.23M0.21%-3,20613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\33,078$6.22M<0.01%+79913F-HRTimelineGroup
EASTERN BANK32,999$6.21M0.12%-34913F-HRTimeline
Mesirow Financial Investment Management…32,651$6.14M0.12%-175,98513F-HRTimeline
Raub Brock Capital Management LP32,116$6.04M1.35%new13F-HRTimeline
Arete Wealth Advisors, LLC31,983$6.02M0.46%+2,28313F-HRTimeline
BRIGHTON JONES LLC31,982$6.02M0.19%-4,68113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP31,900$6M0.01%new13F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/31,846$5.99M2.85%-15813F-HRTimelineGroup
Ballentine Partners, LLC31,627$5.95M0.1%+1,06613F-HRTimeline
Sowell Financial Services LLC31,604$5.95M0.27%-7,24413F-HRTimeline
WHITTIER TRUST CO31,519$5.93M0.08%-1,97013F-HRTimeline
QUADRANT CAPITAL GROUP LLC31,399$5.91M0.22%-2513F-HRTimeline
Auour Investments LLC31,998$5.83M2.11%+3,34213F-HRTimeline
Snowden Capital Advisors LLC30,732$5.78M0.19%-10,09713F-HRTimeline
Widmann Financial Services, Inc.30,615$5.76M4.47%+81113F-HRTimeline
Manchester Capital Management LLC30,583$5.75M0.71%+4,61713F-HRTimeline
Harbour Capital Advisors, LLC31,592$5.73M1.42%013F-HRTimeline
Ullmann Wealth Partners Group, LLC30,273$5.7M0.76%-86413F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.30,185$5.68M0.05%-13,49613F-HRTimeline
Gladstone Institutional Advisory LLC29,876$5.62M0.26%+78313F-HRTimeline
Red Tortoise LLC29,683$5.59M2.91%+10813F-HRTimeline
Hardy Reed LLC29,678$5.58M0.49%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC29,232$5.5M0.37%+30113F-HRTimeline
Brightwater Advisory LLC29,146$5.48M4.34%-39913F-HR/ATimeline
Tanglewood Legacy Advisors, LLC29,129$5.48M2.4%+1,45913F-HRTimeline
Brand Asset Management Group, Inc.29,092$5.47M2.28%-43213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC29,053$5.47M0.14%-12013F-HRTimeline
Community Bank, N.A.28,908$5.44M0.73%-17113F-HRTimeline
Disciplined Investments, LLC28,894$5.44M2.5%-25913F-HRTimeline
American Trust28,078$5.28M1.3%+13,68213F-HRTimeline
Towerpoint Wealth, LLC27,974$5.26M2.61%-2,09013F-HRTimeline
MACKENZIE FINANCIAL CORP27,600$5.19M0.01%013F-HRTimeline
Washington Trust Bank27,581$5.19M0.52%+12,61513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hanson & Doremus Investment Management27,411$5.16M0.75%+3413F-HRTimeline
POTENTIA WEALTH27,355$5.15M2.41%+5,28913F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding27,351$5.15M+1,805Timeline
Aureus Asset Management, LLC27,263$5.13M0.36%013F-HRTimeline
Mill Creek Capital Advisors, LLC27,189$5.12M0.12%-5,74213F-HRTimeline
STOCK YARDS BANK & TRUST CO27,177$5.11M0.18%+2,55313F-HRTimeline
IHT Wealth Management, LLC27,176$5.11M0.16%-82913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC27,085$5.1M1.3%-2,14913F-HRTimelineGroup
FOSTER & MOTLEY INC26,987$5.08M0.32%+10,87513F-HRTimeline
Stegner Investment Associates Inc.26,573$5M3.5%+313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIGNET FINANCIAL MANAGEMENT, LLC26,486$4.98M0.67%-1,73113F-HRTimeline
Confluence Wealth Services, Inc.27,875$4.98M0.31%+76113F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC26,273$4.94M1.87%-1,20013F-HRTimeline
SOL Capital Management CO26,170$4.92M0.54%+4613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.26,166$4.92M0.74%+6813F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC26,018$4.9M2.42%-20013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.25,933$4.88M0.13%-1,23413F-HRTimelineGroup
MERITAGE PORTFOLIO MANAGEMENT25,870$4.87M0.32%-1,63213F-HRTimeline
Quantinno Capital Management LP25,725$4.84M0.03%+13,79313F-HRTimeline
Golden State Wealth Management, LLC25,697$4.84M0.72%+23,40113F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,618$4.82M0.1%+27713F-HRTimelineGroup
BG Investment Services, LLC25,556$4.81M5.18%-12,65013F-HRTimeline
FORTE ASSET MANAGEMENT LLC25,457$4.79M2.41%+1,55313F-HRTimeline
Dorsey & Whitney Trust CO LLC25,437$4.79M0.28%-2,38513F-HRTimeline
JMG Financial Group, Ltd.25,362$4.77M0.16%-17913F-HRTimeline
Broadview Financial Management, LLC25,348$4.77M3.56%-7513F-HRTimeline
SAXON INTERESTS, INC.25,322$4.76M2.23%+6,57113F-HRTimeline
Alta Wealth Advisors LLC25,041$4.71M2.16%-51413F-HRTimeline
UMB Bank, n.a.24,979$4.7M0.08%-2,32813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TPG Financial Advisors, LLC24,690$4.65M2.05%+64613F-HRTimeline
Columbus Macro, LLC24,680$4.64M0.61%+2,78513F-HRTimeline
Diversified Portfolios, Inc.24,473$4.6M0.48%+43613F-HRTimeline
Sequoia Financial Advisors, LLC23,911$4.5M0.03%+60713F-HRTimeline
Riverview Capital Advisers, LLC23,858$4.49M1.41%-3,37613F-HRTimeline
OLD NATIONAL BANCORP /IN/23,802$4.48M0.12%-10,50713F-HRTimeline
Valmark Advisers, Inc.23,786$4.48M0.07%+29413F-HRTimeline
One Capital Management, LLC23,779$4.47M0.15%+60413F-HRTimeline
BluePointe Capital Management, LLC23,649$4.45M1.7%+8,47713F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…23,591$4.44M0.86%-85013F-HR/ATimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC23,527$4.43M0.09%+84313F-HRTimeline
Cornerstone Advisory, LLC24,195$4.43M0.52%+29113F-HRTimeline
SAGE FINANCIAL GROUP INC23,311$4.39M0.35%-6713F-HRTimeline
FIRST MERCHANTS CORP23,225$4.37M0.17%-38713F-HRTimeline
Fund Evaluation Group, LLC22,985$4.32M0.19%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC22,817$4.29M0.26%+71013F-HRTimeline
Clarius Group, LLC22,806$4.29M0.27%+11,20013F-HRTimeline
MONETARY MANAGEMENT GROUP INC22,799$4.29M1.16%-92313F-HRTimeline
Azimuth Capital Investment Management L…22,613$4.25M0.17%-55413F-HRTimeline
New England Private Wealth Advisors LLC22,578$4.25M0.66%+8113F-HRTimeline
Pointe Capital Management LLC22,567$4.25M2.48%+3,68913F-HRTimeline
Caprock Group, LLC22,500$4.23M0.13%+65313F-HRTimeline
Rehmann Capital Advisory Group22,460$4.23M0.27%-99113F-HRTimeline
Mutual Advisors, LLC23,365$4.22M0.12%-1,39113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management22,235$4.18M0.13%+55413F-HRTimelineGroup