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Disclosery

IWD ISHARES TR

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ETF (fund)

1,736 managers (1,757 13F filers) reported a position in IWD shares at 2025-09-30, 255,073,325 shares in all. 94 filers opened a position and 65 filers sold out during the quarter.

Managers
1,736
13F filers
1,757
New
94
Added
554
Reduced
622
Sold out
65
Shares held by filers
255,073,325

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Gotham Asset Management, LLC62,617$12.7M0.06%+10,98813F-HRTimeline
COUNTRY CLUB BANK62,632$12.7M0.75%-4,09513F-HRTimeline
Haverford Trust Co62,456$12.7M0.11%+5,95813F-HRTimeline
Integrated Wealth Concepts LLC62,416$12.7M0.11%+5,06913F-HRTimeline
Summit Financial, LLC61,831$12.6M0.19%+2,53013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC61,260$12.5M5.24%+1,04013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…61,041$12.4M3.05%-18513F-HRTimeline
INSIGHT 2811, INC.61,003$12.4M5.54%+20013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…60,000$12.2M0.02%013F-HRTimeline
Aptus Capital Advisors, LLC59,464$12.1M0.11%+49413F-HRTimeline
INVESTMENT PARTNERS, LTD.57,714$11.7M4.14%-14713F-HRTimeline
SCS Capital Management LLC57,358$11.7M0.13%-21313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC57,294$11.7M0.23%-11913F-HRTimeline
Avidian Wealth Enterprises, LLC56,259$11.5M0.43%-71313F-HRTimeline
BOKF, NAin group BOKF, NA56,203$11.4M0.17%-65913F-HRTimelineGroup
FMA Wealth Management, LLC55,418$11.3M7.74%-55613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC55,346$11.3M0.07%+6,95913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC55,006$11.2M0.18%-2,95213F-HRTimeline
Chicago Partners Investment Group LLC53,692$11.1M0.29%+4213F-HRTimeline
Arcadia Wealth Management, LLC53,825$11M4.35%+5,31313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC53,456$10.9M0.85%+2,31513F-HRTimeline
JFS WEALTH ADVISORS, LLC53,418$10.9M0.64%+5,39313F-HRTimeline
Wilmington Savings Fund Society, FSB53,386$10.9M0.26%+22,95213F-HR/ATimeline
Goelzer Investment Management, Inc.53,384$10.9M0.58%+11613F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding52,521$10.7M-1,464Timeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.52,312$10.7M0.1%-57213F-HRTimelineGroup
Morton Capital Management LLC/CA52,161$10.6M1.74%+55113F-HRTimeline
Newton One Investments LLC51,664$10.5M3.11%+10213F-HRTimeline
MATHER GROUP, LLC.51,437$10.5M0.11%-20813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC51,098$10.4M0.02%-1,52213F-HRTimelineGroup
MERITAGE PORTFOLIO MANAGEMENT50,153$10.2M0.68%-28,53813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC49,796$10.1M0.01%-71,25413F-HRTimelineGroup
Blue Trust, Inc.49,304$10M0.11%+2,25013F-HRTimeline
Montecito Bank & Trust49,157$10M1.55%13F-HRTimeline
NewEdge Wealth, LLC48,234$9.85M0.14%-53613F-HRTimeline
Visionary Wealth Advisors48,124$9.8M0.46%-7,32713F-HRTimeline
DIVERSIFIED TRUST CO47,966$9.77M0.2%+2,04813F-HRTimeline
NWAM LLC47,292$9.64M0.52%+1,76213F-HR/ATimeline
Tradition Wealth Management, LLC47,144$9.6M0.71%-1213F-HRTimeline
Allworth Financial LP45,462$9.26M0.04%+1,72613F-HRTimeline
Valeo Financial Advisors, LLC45,356$9.23M0.21%-31,00513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC45,307$9.22M0.72%-79813F-HRTimeline
HANCOCK WHITNEY CORP44,973$9.16M0.17%-1,39513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT44,698$9.1M0.18%+92613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC44,596$9.08M0.08%-2,47913F-HRTimeline
Oldfather Financial Services, LLC44,249$9.01M2.81%+38013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC43,456$8.85M0.5%+3413F-HRTimeline
Smith & Howard Wealth Management, LLC43,040$8.76M2.04%+89413F-HRTimeline
REBALANCE, LLC42,924$8.74M0.53%+19013F-HRTimeline
Wellspring Financial Advisors, LLC42,192$8.59M0.79%-13913F-HRTimeline
Quent Capital, LLC42,000$8.55M0.72%-1,10413F-HRTimeline
NOTTINGHAM ADVISORS, INC.41,985$8.55M1.19%-98713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …41,570$8.47M0.01%-5,31713F-HRTimelineGroup
WEBSTER BANK, N. A.41,250$8.4M0.81%+2,13313F-HRTimeline
Ausdal Financial Partners, Inc.40,704$8.29M0.4%+6113F-HRTimeline
FOSTER & MOTLEY INC40,602$8.27M0.45%+3,85613F-HRTimeline
Arete Wealth Advisors, LLC40,196$8.18M0.51%+3,21013F-HRTimeline
EAGLE CAPITAL MANAGEMENT LLC39,837$8.11M0.03%new13F-HRTimeline
Segment Wealth Management, LLC39,224$7.99M0.48%-3,77813F-HRTimeline
Ballast, Inc.39,175$7.98M1.94%+1,20113F-HRTimeline
HBK Sorce Advisory LLC38,868$7.92M0.2%-83413F-HR/ATimeline
Parallel Advisors, LLC38,454$7.83M0.14%-1,07613F-HRTimeline
Sunburst Financial Group, LLC38,451$7.83M1.65%013F-HRTimeline
Mullaney, Keating & Wright, Inc.38,226$7.78M4.32%-25413F-HRTimeline
Astoria Strategic Wealth, Inc.37,905$7.72M1.95%-1,25713F-HRTimeline
Atria Investments, Inc37,661$7.67M0.09%+23,24213F-HRTimeline
SIGNATUREFD, LLC37,640$7.66M0.12%+1,96513F-HRTimeline
Sierra Capital LLC37,475$7.63M0.84%-4,50713F-HRTimeline
NorthRock Partners, LLC37,255$7.58M0.14%-52213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.37,157$7.56M0.18%+11,20813F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…37,045$7.54M0.1%-1,34913F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC37,023$7.54M1.1%013F-HRTimeline
Arbor Investment Advisors, LLC36,979$7.53M0.96%-1,87513F-HRTimeline
J.W. COLE ADVISORS, INC.36,924$7.52M0.14%-1213F-HRTimeline
CFM WEALTH PARTNERS LLC36,916$7.52M1.09%+15613F-HRTimeline
ASPIRIANT, LLC36,909$7.51M0.23%+1,08913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp36,901$7.51M0.2%-2,00113F-HRTimelineGroup
Advisory Services Network, LLC36,663$7.46M0.11%-2,04713F-HRTimeline
Finley Financial, LLC35,981$7.33M3.39%-35013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…35,300$7.19M0.03%-9,20013F-HRTimelineGroup
OneDigital Investment Advisors LLC34,913$7.11M0.07%-3,14413F-HRTimeline
Raub Brock Capital Management LP34,610$7.05M1.52%+1,15113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO34,353$6.99M0.01%+2,07813F-HRTimelineGroup
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…34,160$6.96M0.01%-1,56313F-HRTimelineGroup
BRIGHTON JONES LLC34,090$6.94M0.17%+28013F-HRTimeline
TCW GROUP INCin group TCW GROUP INC34,061$6.93M0.06%-1,60713F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding33,772$6.88M+16,693Timeline
RETIREMENT INCOME SOLUTIONS, INC33,576$6.84M1.17%-21313F-HRTimeline
Quantum Portfolio Management LLC33,555$6.83M2.03%+15,75813F-HRTimeline
Widmann Financial Services, Inc.33,487$6.82M4.29%+1,80413F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding33,379$6.8M-2,221Timeline
Sowell Financial Services LLC33,370$6.79M0.26%+1,31313F-HRTimeline
Johns Hopkins University33,316$6.78M0.38%013F-HRTimeline
EASTERN BANK33,152$6.75M0.12%+59413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding32,585$6.63M+780Timeline
Auour Investments LLC32,402$6.6M2.15%+26813F-HRTimeline
American Institute for Advanced Investm…32,069$6.53M4.28%-1,62413F-HRTimeline
Snowden Capital Advisors LLC31,703$6.45M0.18%+54213F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P31,469$6.41M0.01%013F-HRTimelineGroup
Baker Avenue Asset Management, LP31,423$6.4M0.15%-83713F-HRTimeline
QUADRANT CAPITAL GROUP LLC31,293$6.37M0.21%013F-HRTimeline
WHITTIER TRUST CO30,993$6.35M0.07%-44713F-HRTimeline
Linscomb Wealth, Inc.31,053$6.32M0.27%-80413F-HRTimeline
Total Wealth Planning, LLC30,910$6.29M0.73%+7,10013F-HRTimeline
Prospera Financial Services Inc30,442$6.21M0.11%-1,35513F-HRTimeline
SEVEN MILE ADVISORY30,218$6.15M0.99%+22,32013F-HRTimeline
Gladstone Institutional Advisory LLC30,092$6.13M0.24%+11613F-HRTimeline
Crescent Grove Advisors, LLC30,044$6.12M0.59%-1,44313F-HRTimeline
Red Tortoise LLC29,911$6.09M2.67%+11513F-HRTimeline
Confluence Wealth Services, Inc.29,709$6.05M0.3%+78113F-HRTimeline
Hardy Reed LLC29,678$6.04M0.44%013F-HRTimeline
Harbour Capital Advisors, LLC29,412$6.02M1.23%-1,42313F-HRTimeline
Disciplined Investments, LLC29,543$6.01M2.39%+6713F-HRTimeline
Ballentine Partners, LLC29,138$5.93M0.08%-59313F-HRTimeline
Composition Wealth, LLC29,046$5.91M0.09%-50913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.29,043$5.91M0.69%+2,78913F-HRTimeline
RHUMBLINE ADVISERS28,815$5.87M<0.01%-1,23513F-HRTimeline
Brand Asset Management Group, Inc.28,708$5.84M1.64%-21513F-HRTimeline
ARK & TLK INVESTMENTS, LLC28,681$5.84M1.85%-4,85913F-HRTimeline
Towerpoint Wealth, LLC28,639$5.83M2.39%-37813F-HRTimeline
Ullmann Wealth Partners Group, LLC28,635$5.83M0.64%-1,10013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC28,143$5.77M0.12%-2713F-HRTimeline
Brightwater Advisory LLC28,246$5.75M3.95%-69813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO28,165$5.73M0.03%-12,72213F-HRTimelineGroup
American State Bank (Iowa)28,158$5.73M2.92%-3,16613F-HRTimeline
Pointe Capital Management LLC28,153$5.73M2.8%+3,35113F-HRTimeline
HRT FINANCIAL LP28,110$5.72M0.02%+21,70313F-HRTimeline
Mill Creek Capital Advisors, LLC28,033$5.71M0.12%+84413F-HRTimeline
MACKENZIE FINANCIAL CORP27,839$5.67M0.01%+1,03013F-HRTimeline
ROTHSCHILD INVESTMENT LLC27,701$5.64M0.32%-58813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…27,561$5.61M0.01%-27,04613F-HRTimeline
Aureus Asset Management, LLC27,245$5.55M0.36%-1813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…27,142$5.53M0.15%+27,13413F-HRTimelineGroup
Community Bank, N.A.27,074$5.51M0.67%-1,51713F-HRTimeline
POTENTIA WEALTH27,009$5.5M2.1%+33013F-HRTimeline
FORTE ASSET MANAGEMENT LLC26,792$5.45M2.63%-78213F-HRTimeline
IHT Wealth Management, LLC26,597$5.41M0.14%+1,02413F-HRTimeline
Stegner Investment Associates Inc.26,573$5.41M2.97%+313F-HRTimeline
Prime Capital Investment Advisors, LLC26,433$5.38M0.07%-5813F-HRTimeline
SOL Capital Management CO26,394$5.37M0.48%013F-HRTimeline
OLD NATIONAL BANCORP /IN/26,393$5.37M0.09%+5613F-HRTimeline
Rehmann Capital Advisory Group26,169$5.33M0.29%-7913F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc25,816$5.25M<0.01%-14,93913F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC25,728$5.24M0.61%-23713F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/25,662$5.22M2.05%-2,23013F-HRTimelineGroup
Hanson & Doremus Investment Management25,642$5.22M0.66%-1,80513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…25,486$5.19M0.09%+3,71813F-HRTimelineGroup
JMG Financial Group, Ltd.25,362$5.16M0.15%-5413F-HRTimeline
Valmark Advisers, Inc.25,318$5.15M0.07%+1,25113F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC25,318$5.15M2.32%-40013F-HRTimeline
Sequoia Financial Advisors, LLC25,299$5.15M0.03%+2,53613F-HRTimeline
Alta Wealth Advisors LLC25,263$5.14M1.84%+10613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,137$5.12M0.1%-86213F-HRTimelineGroup
Paladin Advisory Group, LLC25,058$5.1M3.98%+16,69613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp25,052$5.1M0.1%+2,01613F-HRTimelineGroup
Global Retirement Partners, LLC24,760$5.04M0.11%+6213F-HRTimeline
Diversified Portfolios, Inc.24,706$5.03M0.44%+10013F-HRTimeline
New England Private Wealth Advisors LLC24,351$4.96M0.65%+9113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,338$4.95M0.01%-18,49713F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC24,183$4.92M1.9%+48113F-HRTimeline
Provenance Wealth Advisors, LLC24,108$4.91M0.63%-77613F-HRTimeline
Dorsey & Whitney Trust CO LLC23,927$4.87M0.26%-1,51013F-HRTimeline
Next Capital Management LLC23,894$4.86M1.62%+2,59913F-HRTimeline
MONETARY MANAGEMENT GROUP INC23,699$4.82M1.11%+1,00013F-HRTimeline
Bryn Mawr Trust Advisors, LLC23,664$4.82M0.24%+9,34913F-HRTimeline
Consolidated Portfolio Review Corp23,587$4.82M0.61%+1,98013F-HRTimeline
Broadview Financial Management, LLC23,603$4.81M3.24%-1,06813F-HRTimeline
Cornerstone Advisory, LLC23,431$4.77M0.47%-19813F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…23,267$4.74M0.73%-26413F-HRTimelineGroup
Riverview Capital Advisers, LLC23,266$4.74M1.37%-39413F-HRTimeline
Columbus Macro, LLC23,205$4.72M0.54%-35213F-HRTimeline
RFG Advisory, LLC23,164$4.72M0.1%+20,47713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC22,893$4.66M0.65%new13F-HRTimeline
TPG Financial Advisors, LLC22,893$4.66M1.74%+9313F-HRTimeline
STOCK YARDS BANK & TRUST CO22,843$4.65M0.15%-1,94113F-HRTimeline
GTS SECURITIES LLC22,801$4.64M0.18%-113,78213F-HRTimeline
Clarius Group, LLC22,776$4.64M0.27%-3013F-HRTimeline
UMB Bank, n.a.22,760$4.63M0.07%-1,84013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Asset Management Group, Inc.22,349$4.55M0.74%+7913F-HRTimeline
Mutual Advisors, LLC22,103$4.53M0.1%-77213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC22,035$4.49M0.01%+7,35113F-HRTimelineGroup
Perigon Wealth Management, LLC22,013$4.48M0.09%+19313F-HRTimeline
FC Advisory LLC21,922$4.46M1.31%-6713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC21,876$4.45M0.07%-18513F-HRTimeline
Winthrop Advisory Group LLC21,564$4.39M0.38%+2,72913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management21,537$4.38M0.15%+14713F-HRTimelineGroup
Golden State Wealth Management, LLC21,493$4.38M0.48%-1,87113F-HRTimeline
SMITH, MOORE & CO.21,251$4.33M0.33%+14813F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC21,184$4.31M0.21%-1,46513F-HRTimeline
DT Investment Partners, LLC21,180$4.31M0.36%-83613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC21,143$4.3M1.32%-87513F-HRTimelineGroup
EQUITABLE TRUST CO20,933$4.26M0.2%+15413F-HRTimeline
Fiduciary Wealth Partners, LLC20,822$4.24M1.78%-4,72413F-HRTimeline
Heck Capital Advisors, LLC20,636$4.2M0.32%-5,32113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding20,471$4.17M+5Timeline
Glenview Trust Co20,353$4.14M0.07%-31813F-HRTimeline
Holistic Financial Partners20,104$4.09M1.68%-43313F-HRTimeline
STAGE HARBOR FINANCIAL, LLC20,065$4.09M2.99%-63913F-HRTimeline
Tandem Financial, LLC20,059$4.08M1.52%-39413F-HRTimeline
Stillwater Capital Advisors, LLC19,956$4.06M0.46%-51913F-HRTimeline