Skip to content
Disclosery

IWD ISHARES TR

Follow

ETF (fund)

1,719 managers (1,742 13F filers) reported a position in IWD shares at 2025-06-30, 258,182,053 shares in all. 111 filers opened a position and 89 filers sold out during the quarter.

Managers
1,719
13F filers
1,742
New
111
Added
587
Reduced
579
Sold out
89
Shares held by filers
258,182,053

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
COUNTRY CLUB BANK66,727$12.9M0.81%-2,02813F-HRTimeline
CERTUITY, LLC66,132$12.8M1.21%+37913F-HRTimeline
SONATA CAPITAL GROUP INC65,852$12.8M5.11%+99513F-HRTimeline
XML Financial, LLC65,580$12.7M1.11%+51113F-HRTimeline
CWM, LLCin group CWM, LLC64,351$12.5M0.04%+17413F-HRTimelineGroup
WEST BANCORPORATION INC63,614$12.4M7.81%-99913F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…61,226$11.9M3.19%-29313F-HRTimeline
INSIGHT 2811, INC.60,803$11.8M5.59%+1,23713F-HRTimeline
GENESIS PRIVATE WEALTH, LLC60,220$11.7M5.51%+9613F-HRTimeline
M.D. Sass, LLC60,000$11.7M0.94%+1,77213F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…60,000$11.7M0.02%013F-HRTimeline
Summit Financial, LLC59,301$11.5M0.26%-95813F-HRTimeline
Aptus Capital Advisors, LLC58,970$11.5M0.11%-1,66413F-HRTimeline
Arkadios Wealth Advisors58,419$11.3M0.34%+22,10213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC57,958$11.3M0.19%-3,24513F-HRTimeline
INVESTMENT PARTNERS, LTD.57,861$11.2M4.25%+2,22613F-HRTimeline
SCS Capital Management LLC57,571$11.2M0.12%+6,37513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC57,413$11.2M0.24%-1,29713F-HRTimeline
Integrated Wealth Concepts LLC57,347$11.1M0.11%+9,02813F-HRTimeline
Avidian Wealth Enterprises, LLC56,972$11.1M0.45%-27113F-HRTimeline
BOKF, NAin group BOKF, NA56,862$11M0.18%-3413F-HRTimelineGroup
Haverford Trust Co56,498$11M0.1%-21313F-HRTimeline
FMA Wealth Management, LLC55,974$10.9M8.04%-3,43113F-HRTimeline
Visionary Wealth Advisors55,451$10.8M0.55%-20813F-HRTimeline
Chicago Partners Investment Group LLC53,650$10.7M0.31%+813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…54,607$10.6M0.03%+13,28413F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding53,985$10.5M+26,634Timeline
Goelzer Investment Management, Inc.53,268$10.3M0.57%+20513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.52,884$10.3M0.17%+1,37713F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC52,620$10.2M0.02%-59113F-HRTimelineGroup
MATHER GROUP, LLC.51,645$10M0.11%-1,27213F-HRTimeline
Gotham Asset Management, LLC51,629$10M0.06%+17,71313F-HRTimeline
Morton Capital Management LLC/CA51,610$10M1.78%+4,72613F-HRTimeline
Newton One Investments LLC51,562$10M3.15%+16013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC51,141$9.93M0.85%+1,77313F-HRTimeline
NewEdge Wealth, LLC48,770$9.49M0.15%-92213F-HRTimeline
Arcadia Wealth Management, LLC48,512$9.42M4.12%+2,43913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC48,387$9.4M0.06%-41,67513F-HRTimeline
JFS WEALTH ADVISORS, LLC48,025$9.33M0.59%+1,94513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …46,887$9.19M0.02%-50813F-HRTimelineGroup
Tradition Wealth Management, LLC47,156$9.16M0.73%+213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC47,075$9.14M0.08%-3,16313F-HRTimeline
Blue Trust, Inc.47,054$9.14M0.11%+2,11813F-HRTimeline
HANCOCK WHITNEY CORP46,368$9.01M0.17%+2,10013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC46,105$8.97M0.82%+1,16213F-HRTimeline
DIVERSIFIED TRUST CO45,918$8.92M0.2%+22013F-HRTimeline
NWAM LLC45,530$8.85M0.51%+61913F-HR/ATimeline
Apella Capital, LLC44,658$8.75M0.24%-11,71413F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…44,500$8.64M0.05%-24,00013F-HRTimelineGroup
Oldfather Financial Services, LLC43,869$8.52M2.93%+40613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT43,772$8.5M0.19%+28,94213F-HRTimeline
Allworth Financial LP43,736$8.49M0.04%+1,84913F-HRTimeline
Valeo Financial Advisors, LLC76,361$8.49M0.21%+32,38413F-HR/ATimeline
OXFORD FINANCIAL GROUP, LTD. LLC43,422$8.43M0.5%+2,42813F-HRTimeline
Quent Capital, LLC43,104$8.37M0.81%+9,45713F-HRTimeline
Segment Wealth Management, LLC43,002$8.35M0.53%-50613F-HRTimeline
NOTTINGHAM ADVISORS, INC.42,972$8.35M1.24%-3,18513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,835$8.32M0.01%new13F-HRTimelineGroup
REBALANCE, LLC42,734$8.3M0.56%+18813F-HRTimeline
Wellspring Financial Advisors, LLC42,331$8.22M0.83%-11113F-HRTimeline
Smith & Howard Wealth Management, LLC42,146$8.19M2.08%+1,23913F-HRTimeline
Sierra Capital LLC41,982$8.15M0.94%-52413F-HRTimeline
Quantinno Capital Management LP40,949$7.95M0.03%+15,22413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO40,887$7.94M0.05%-6313F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc40,755$7.92M<0.01%+2,62913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…40,675$7.9M0.02%-188,50913F-HR/ATimelineGroup
Ausdal Financial Partners, Inc.40,643$7.89M0.53%-31813F-HRTimeline
HBK Sorce Advisory LLC39,702$7.71M0.21%+1,16713F-HRTimeline
Parallel Advisors, LLC39,530$7.68M0.15%+44213F-HRTimeline
Astoria Strategic Wealth, Inc.39,162$7.61M2.06%+2,34313F-HRTimeline
WEBSTER BANK, N. A.39,117$7.6M0.78%+19613F-HRTimeline
Advisory Services Network, LLC38,710$7.56M0.12%+28113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp38,902$7.56M0.21%-95313F-HRTimelineGroup
Arbor Investment Advisors, LLC38,854$7.55M0.97%-56213F-HRTimeline
Mullaney, Keating & Wright, Inc.38,480$7.47M4.89%+8113F-HRTimeline
Sunburst Financial Group, LLC38,451$7.47M1.67%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…38,394$7.46M0.12%-1,03613F-HRTimelineGroup
OneDigital Investment Advisors LLC38,057$7.39M0.08%+2,27113F-HRTimeline
Ballast, Inc.37,974$7.38M1.93%+1,89613F-HR/ATimeline
NorthRock Partners, LLC37,777$7.34M0.19%+4,67113F-HR/ATimeline
DIMENSION CAPITAL MANAGEMENT LLC37,023$7.19M1.13%+94813F-HRTimeline
Arete Wealth Advisors, LLC36,986$7.18M0.51%+5,00313F-HRTimeline
J.W. COLE ADVISORS, INC.36,936$7.17M0.15%+81613F-HRTimeline
CFM WEALTH PARTNERS LLC36,760$7.14M1.14%+99213F-HRTimeline
FOSTER & MOTLEY INC36,746$7.14M0.41%+9,75913F-HRTimeline
Finley Financial, LLC36,331$7.06M3.55%+32413F-HRTimeline
ASPIRIANT, LLC35,820$6.96M0.22%+2,02013F-HRTimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…35,723$6.94M0.01%-11,65713F-HRTimelineGroup
SIGNATUREFD, LLC35,675$6.93M0.12%-1,16513F-HRTimeline
TCW GROUP INCin group TCW GROUP INC35,668$6.93M0.05%new13F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding35,600$6.91M+1,759Timeline
Caisse de depot et placement du Quebec34,599$6.72M0.01%-35,40113F-HRTimeline
Sepio Capital, LP33,908$6.59M0.47%+26713F-HRTimeline
BRIGHTON JONES LLC33,810$6.57M0.18%+1,82813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC33,789$6.56M1.2%-2,13113F-HRTimeline
American Institute for Advanced Investm…33,693$6.54M4.63%+39813F-HRTimeline
ARK & TLK INVESTMENTS, LLC33,540$6.51M2.09%-77313F-HRTimeline
Raub Brock Capital Management LP33,459$6.5M1.42%+1,34313F-HRTimeline
Johns Hopkins University33,316$6.47M0.34%-812,81713F-HRTimeline
Simplicity Wealth,LLC33,079$6.43M0.27%+13,62713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\33,017$6.41M<0.01%-6113F-HRTimelineGroup
Dynamic Advisor Solutions LLC32,772$6.37M0.2%-100,33113F-HRTimeline
EASTERN BANK32,558$6.32M0.12%-44113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO32,275$6.27M0.01%-1,49513F-HRTimelineGroup
Baker Avenue Asset Management, LP32,260$6.27M0.18%-1,66513F-HRTimeline
Auour Investments LLC32,134$6.24M2.15%+13613F-HRTimeline
Sowell Financial Services LLC32,057$6.23M0.25%+45313F-HRTimeline
Linscomb Wealth, Inc.31,857$6.19M0.28%-1,71813F-HRTimeline
Prospera Financial Services Inc31,797$6.18M0.12%-146,87613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding31,805$6.18M-2,058Timeline
Widmann Financial Services, Inc.31,683$6.15M4.29%+1,06813F-HRTimeline
Crescent Grove Advisors, LLC31,487$6.12M0.59%-1,67113F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P31,469$6.11M0.01%-1,73413F-HRTimelineGroup
WHITTIER TRUST CO31,440$6.11M0.07%-7913F-HRTimeline
American State Bank (Iowa)31,324$6.08M3.37%-5,48113F-HRTimeline
QUADRANT CAPITAL GROUP LLC31,293$6.08M0.22%-10613F-HRTimeline
Harbour Capital Advisors, LLC30,835$6.06M1.28%-75713F-HRTimeline
Snowden Capital Advisors LLC31,161$6.05M0.18%+42913F-HRTimeline
Wilmington Savings Fund Society, FSB30,434$5.91M0.11%-3,23913F-HRTimeline
RHUMBLINE ADVISERS30,050$5.84M<0.01%-10,22213F-HRTimeline
Gladstone Institutional Advisory LLC29,976$5.82M0.24%+10013F-HRTimeline
Red Tortoise LLC29,796$5.79M2.83%+11313F-HRTimeline
Ullmann Wealth Partners Group, LLC29,735$5.78M0.68%-53813F-HRTimeline
Ballentine Partners, LLC29,731$5.77M0.09%-1,89613F-HRTimeline
Hardy Reed LLC29,678$5.76M0.46%013F-HRTimeline
Composition Wealth, LLC29,555$5.74M0.1%+17,22913F-HRTimeline
Disciplined Investments, LLC29,476$5.73M2.42%+58213F-HRTimeline
Towerpoint Wealth, LLC29,017$5.64M2.5%+1,04313F-HRTimeline
Brightwater Advisory LLC28,944$5.62M4.04%-20213F-HR/ATimeline
Confluence Wealth Services, Inc.28,928$5.62M0.31%+1,05313F-HRTimeline
Brand Asset Management Group, Inc.28,923$5.62M2.1%-16913F-HRTimeline
Community Bank, N.A.28,591$5.55M0.73%-31713F-HRTimeline
ROTHSCHILD INVESTMENT LLC28,289$5.49M0.34%-94313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC28,170$5.47M0.12%-88313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/27,892$5.42M2.27%-3,95413F-HR/ATimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC27,641$5.37M<0.01%new13F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC27,574$5.36M2.73%+2,11713F-HRTimeline
Hanson & Doremus Investment Management27,447$5.33M0.71%+3613F-HRTimeline
Aureus Asset Management, LLC27,263$5.3M0.34%013F-HRTimeline
Mill Creek Capital Advisors, LLC27,189$5.28M0.12%013F-HRTimeline
MACKENZIE FINANCIAL CORP26,809$5.21M0.01%-79113F-HRTimeline
POTENTIA WEALTH26,679$5.18M2.95%-67613F-HRTimeline
Stegner Investment Associates Inc.26,570$5.16M3.16%-313F-HRTimeline
Prime Capital Investment Advisors, LLC26,491$5.15M0.07%-50,76213F-HRTimeline
SOL Capital Management CO26,394$5.13M0.5%+22413F-HRTimeline
OLD NATIONAL BANCORP /IN/26,337$5.12M0.09%+2,53513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.26,254$5.1M0.67%+8813F-HRTimeline
Rehmann Capital Advisory Group26,248$5.1M0.31%+3,78813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,999$5.05M0.11%+38113F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC25,965$5.04M0.63%-52113F-HRTimeline
Heck Capital Advisors, LLC25,957$5.04M0.43%+13,41213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.25,949$5.04M0.13%+1613F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC25,800$5.01M0.01%new13F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC25,718$5M2.35%-30013F-HRTimeline
IHT Wealth Management, LLC25,573$4.97M0.14%-1,60313F-HRTimeline
Fiduciary Wealth Partners, LLC25,546$4.96M4.67%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC25,437$4.94M0.26%013F-HRTimeline
JMG Financial Group, Ltd.25,416$4.94M0.15%+5413F-HRTimeline
Alta Wealth Advisors LLC25,157$4.89M2.31%+11613F-HRTimeline
Applied Finance Capital Management, LLC25,059$4.87M0.33%+3,25913F-HRTimeline
Provenance Wealth Advisors, LLC24,884$4.83M0.69%+9,40313F-HRTimeline
Pointe Capital Management LLC24,802$4.82M2.5%+2,23513F-HRTimeline
STOCK YARDS BANK & TRUST CO24,784$4.81M0.16%-2,39313F-HRTimeline
Global Retirement Partners, LLC24,698$4.8M0.12%13F-HRTimeline
Broadview Financial Management, LLC24,671$4.79M3.26%-67713F-HRTimeline
New England Private Wealth Advisors LLC24,260$4.78M0.7%+1,68213F-HRTimeline
Diversified Portfolios, Inc.24,606$4.78M0.46%+13313F-HRTimeline
UMB Bank, n.a.24,600$4.78M0.07%-37913F-HR/ATimeline
SAXON INTERESTS, INC.25,322$4.76M2.23%013F-HRTimeline
Valmark Advisers, Inc.24,067$4.67M0.07%+28113F-HRTimeline
FIRST MERCHANTS CORP23,935$4.65M0.18%+71013F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.23,831$4.63M0.04%-6,35413F-HRTimeline
Total Wealth Planning, LLC23,810$4.62M0.58%+22,17513F-HRTimeline
Tanglewood Legacy Advisors, LLC23,702$4.6M1.89%-5,42713F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC23,679$4.6M0.13%+5,92613F-HRTimeline
Riverview Capital Advisers, LLC23,660$4.6M1.32%-19813F-HRTimeline
Cornerstone Advisory, LLC23,629$4.59M0.49%-56613F-HRTimeline
Columbus Macro, LLC23,557$4.58M0.56%-1,12313F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…23,531$4.57M0.78%-6013F-HR/ATimelineGroup
Mutual Advisors, LLC22,875$4.55M0.11%-49013F-HRTimeline
Golden State Wealth Management, LLC23,364$4.54M0.55%-2,33313F-HRTimeline
One Capital Management, LLC23,305$4.53M0.16%-47413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp23,036$4.47M0.1%+19,80413F-HRTimelineGroup
Clarius Group, LLC22,806$4.43M0.26%013F-HRTimeline
TPG Financial Advisors, LLC22,800$4.43M1.77%-1,89013F-HRTimeline
Sequoia Financial Advisors, LLC22,763$4.42M0.03%-1,14813F-HRTimeline
MONETARY MANAGEMENT GROUP INC22,699$4.41M1.09%-10013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC22,649$4.4M0.24%-16813F-HRTimeline
Asset Management Group, Inc.22,270$4.33M0.75%+9313F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC22,061$4.28M0.08%-1,46613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC22,018$4.28M1.18%-5,06713F-HRTimelineGroup
DT Investment Partners, LLC22,016$4.28M0.38%-43,60813F-HRTimeline
FC Advisory LLC21,989$4.27M1.32%-4613F-HRTimeline
W ADVISORS, LLC21,904$4.25M2.44%+9,20013F-HRTimeline
Perigon Wealth Management, LLC21,820$4.24M0.1%+3,17713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,768$4.23M0.08%+8,57013F-HRTimelineGroup
Magnus Financial Group LLC21,720$4.22M0.37%+1,95513F-HRTimeline
Consolidated Portfolio Review Corp21,607$4.2M0.58%+61613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management21,390$4.15M0.15%-84513F-HRTimelineGroup
Next Capital Management LLC21,295$4.14M1.53%+71613F-HRTimeline