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Disclosery

IWD ISHARES TR

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ETF (fund)

1,890 managers (1,913 13F filers) reported a position in IWD shares at 2025-12-31, 273,513,716 shares in all. 133 filers opened a position and 60 filers sold out during the quarter.

Managers
1,890
13F filers
1,913
New
133
Added
653
Reduced
547
Sold out
60
Shares held by filers
273,513,716

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Wealthspire Advisors, LLC80,943$17M0.14%-79,99113F-HRTimeline
Hirtle & Co., LLC80,817$17M0.58%-1,53513F-HRTimeline
Gotham Asset Management, LLC80,801$17M0.06%+18,18413F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC80,083$17M2.77%new13F-HRTimelineGroup
VestGen Advisors, LLC78,019$16.4M0.7%-13,28613F-HRTimeline
Napier Financial, LLC77,792$16.4M4.09%13F-HRTimeline
LYRICAL ASSET MANAGEMENT LP77,777$16.4M0.21%+76,51913F-HRTimeline
MONTAG A & ASSOCIATES INC76,844$16.2M0.74%-2,95813F-HRTimeline
NESTEGG ADVISORS, INC.76,544$16.1M13.75%-8313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC75,553$15.9M0.54%-4,82713F-HRTimelineGroup
Willis Johnson & Associates, Inc.74,969$15.8M0.97%-85713F-HRTimeline
PW Nova Financial Services LLC72,784$15.4M5.85%13F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC72,311$15.2M10.42%13F-HRTimeline
Apella Capital, LLC71,858$15.1M0.3%-1,41413F-HRTimeline
Newport Capital Group, LLC71,196$15M9.15%+47713F-HR/ATimeline
Ballast, Inc.70,978$14.9M3.49%+31,80313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO70,588$14.8M0.31%+55913F-HRTimeline
Berman McAleer LLC69,831$14.7M2.01%-20413F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC67,881$14.3M0.41%+53,52513F-HRTimeline
WEST BANCORPORATION INC66,857$14.1M7.37%+4,17313F-HRTimeline
GENESIS PRIVATE WEALTH, LLC66,786$14M4.36%+5,52613F-HRTimeline
XML Financial, LLC66,398$14M1.14%+50113F-HRTimeline
SONATA CAPITAL GROUP INC66,314$13.9M5.04%-64113F-HRTimeline
CERTUITY, LLC66,075$13.9M0.87%-6,81313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.64,295$13.5M0.51%-44513F-HRTimelineGroup
FDx Advisors, Inc.63,828$13.4M6.85%-1,58313F-HRTimeline
Summit Financial, LLC63,208$13.3M0.2%+1,37713F-HRTimeline
Breakwater Capital Group62,239$13.1M1.83%-4,45013F-HRTimeline
Kelsey Financial, LLC61,396$12.9M11.09%13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA61,091$12.8M0.06%13F-HRTimelineGroup
Sterling Capital Management LLC60,979$12.8M0.21%+58,84913F-HRTimeline
Meramec Financial Planners, LLC56,885$12.8M4.98%13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA60,014$12.7M0.38%new13F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…60,000$12.6M0.02%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…59,508$12.5M2.95%-1,53313F-HRTimeline
Haverford Trust Co59,152$12.4M0.11%-3,30413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC59,068$12.4M0.19%+4,06213F-HRTimeline
INSIGHT 2811, INC.58,485$12.3M5.43%-2,51813F-HRTimeline
Aptus Capital Advisors, LLC58,462$12.3M0.1%-1,00213F-HRTimeline
INVESTMENT PARTNERS, LTD.56,816$12M4.18%-89813F-HRTimeline
Blue Trust, Inc.56,653$11.9M0.13%+7,34913F-HRTimeline
Prism Advisors, Inc.56,328$11.8M3.16%-16,50313F-HRTimeline
Avidian Wealth Enterprises, LLC56,097$11.8M0.43%-16213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC56,051$11.8M0.21%-1,24313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC55,896$11.8M0.88%+2,44013F-HRTimeline
Chicago Partners Investment Group LLC53,689$11.7M0.29%-313F-HRTimeline
Arcadia Wealth Management, LLC55,449$11.7M4.34%+1,62413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC55,236$11.6M0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC54,245$11.4M0.64%+82713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.54,137$11.4M0.09%+1,82513F-HRTimelineGroup
Advisory Services Network, LLC53,907$11.3M0.16%+17,24413F-HRTimeline
FMA Wealth Management, LLC53,861$11.3M7.34%-1,55713F-HRTimeline
Newton One Investments LLC51,527$10.8M3.2%-13713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC51,119$10.8M0.02%+2113F-HRTimelineGroup
Goelzer Investment Management, Inc.50,291$10.6M0.49%-3,09313F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding49,460$10.4M-3,061Timeline
Morton Capital Management LLC/CA49,434$10.4M1.6%-2,72713F-HRTimeline
Montecito Bank & Trust48,839$10.3M1.64%-31813F-HRTimeline
NWAM LLC48,117$10.2M0.57%+82513F-HRTimeline
DIVERSIFIED TRUST CO48,360$10.2M0.19%+39413F-HRTimeline
HANCOCK WHITNEY CORP48,289$10.2M0.18%+3,31613F-HRTimeline
Tradition Wealth Management, LLC47,793$10.1M0.72%+64913F-HRTimeline
MATHER GROUP, LLC.47,625$10M0.1%-3,81213F-HRTimeline
Valeo Financial Advisors, LLC46,445$9.77M0.22%+1,08913F-HRTimeline
Visionary Wealth Advisors46,281$9.73M0.44%-1,84313F-HRTimeline
Atria Investments, Inc45,956$9.67M0.11%+8,29513F-HRTimeline
NorthRock Partners, LLC45,783$9.63M0.16%+8,52813F-HRTimeline
Integrated Wealth Concepts LLC45,222$9.51M0.11%-17,19413F-HRTimeline
SCS Capital Management LLC44,941$9.45M0.1%-12,41713F-HRTimeline
FOSTER & MOTLEY INC44,676$9.4M0.5%+4,07413F-HRTimeline
Oldfather Financial Services, LLC43,987$9.25M2.75%-26213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC43,949$9.24M0.08%-64713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT43,827$9.22M0.17%-87113F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…43,300$9.11M0.04%+8,00013F-HRTimelineGroup
Smith & Howard Wealth Management, LLC43,299$9.11M2.08%+25913F-HRTimeline
Arete Wealth Advisors, LLC42,622$8.97M0.62%+2,42613F-HR/ATimeline
Paladin Partners, LLC42,170$8.87M6.61%13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC42,167$8.87M0.49%-1,28913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC41,694$8.77M0.64%-3,61313F-HRTimeline
Wellspring Financial Advisors, LLC41,676$8.77M0.69%-51613F-HRTimeline
WEBSTER BANK, N. A.41,665$8.76M0.82%+41513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …41,178$8.74M0.01%-39213F-HRTimelineGroup
NorthCoast Asset Management LLC41,442$8.72M0.19%-875,51313F-HRTimeline
NFJ INVESTMENT GROUP, LLC41,105$8.65M0.31%+38,82813F-HRTimeline
HBK Sorce Advisory LLC38,411$8.63M0.2%-45713F-HRTimeline
Snowden Capital Advisors LLC40,866$8.6M0.22%+9,16313F-HRTimeline
Quent Capital, LLC40,804$8.58M0.62%-1,19613F-HRTimeline
Ausdal Financial Partners, Inc.39,918$8.4M0.39%-78613F-HRTimeline
Bryn Mawr Trust Advisors, LLC39,631$8.34M0.4%+15,96713F-HRTimeline
Veratis Advisors, Inc.36,978$8.25M6.53%13F-HRTimeline
Rehmann Capital Advisory Group39,225$8.25M0.43%+13,05613F-HRTimeline
Segment Wealth Management, LLC38,744$8.15M0.47%-48013F-HRTimeline
Sepio Capital, LP38,615$8.12M0.44%+30,59813F-HRTimeline
Sunburst Financial Group, LLC38,451$8.09M1.64%013F-HRTimeline
Stegner Investment Associates Inc.38,389$8.07M4.29%+11,81613F-HRTimeline
Parallel Advisors, LLC38,330$8.06M0.15%-12413F-HRTimeline
OneDigital Investment Advisors LLC38,223$8.04M0.08%+3,31013F-HRTimeline
Mullaney, Keating & Wright, Inc.38,130$8.02M4.23%-9613F-HRTimeline
Sierra Capital LLC37,492$7.89M0.83%+1713F-HRTimeline
Independence Asset Advisors, LLC37,250$7.84M4.32%-306,31913F-HRTimeline
Northern Lights Advisors, Inc.37,209$7.83M5.37%13F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC37,114$7.81M1.09%+9113F-HRTimeline
Arbor Investment Advisors, LLC37,041$7.79M1.03%+6213F-HRTimeline
J.W. COLE ADVISORS, INC.37,307$7.74M0.19%+38313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.36,660$7.71M0.46%+32,05513F-HRTimelineGroup
ASPIRIANT, LLC36,641$7.71M0.22%-26813F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC36,567$7.69M0.01%-30,95513F-HRTimelineGroup
CFM WEALTH PARTNERS LLC36,495$7.68M1.11%-42113F-HRTimeline
Astoria Strategic Wealth, Inc.36,425$7.66M1.93%-1,48013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp36,301$7.64M0.2%-60013F-HRTimelineGroup
Savvy Advisors, Inc.36,248$7.62M0.25%+34,89013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…36,128$7.6M0.1%-91713F-HRTimelineGroup
Kingsview Wealth Management, LLC36,056$7.58M0.11%+17,55913F-HRTimeline
Finley Financial, LLC35,881$7.55M3.46%-10013F-HRTimeline
Ironwood Investment Counsel, LLC35,660$7.5M1.05%+17,11813F-HRTimeline
Sowell Financial Services LLC35,582$7.48M0.27%+2,21213F-HRTimeline
Farther Finance Advisors, LLC35,547$7.48M0.08%+16,33913F-HRTimeline
SIGNATUREFD, LLC35,289$7.42M0.11%-2,35113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.35,222$7.41M0.16%-1,93513F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.35,047$7.37M0.77%+6,00413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO35,034$7.37M0.01%+68113F-HRTimelineGroup
Confluence Wealth Services, Inc.34,901$7.34M0.3%+5,19213F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding34,884$7.34M+2,299Timeline
Raub Brock Capital Management LP34,724$7.3M1.63%+11413F-HRTimeline
Vestmark Advisory Solutions, Inc.34,549$7.27M0.1%+15,07813F-HRTimeline
REBALANCE, LLC34,508$7.26M0.42%-8,41613F-HRTimeline
Widmann Financial Services, Inc.34,284$7.21M4.41%+79713F-HRTimeline
EASTERN BANK33,512$7.05M0.12%+36013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding33,263$7M-116Timeline
WHITTIER TRUST CO31,763$6.88M0.07%+77013F-HRTimeline
Tandem Financial, LLC36,825$6.82M8.23%+16,76613F-HRTimeline
MidFirst Bank32,324$6.8M0.54%13F-HRTimeline
Baker Avenue Asset Management, LP32,176$6.77M0.16%+75313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC32,037$6.74M0.01%+10,00213F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC31,963$6.72M1.14%-1,61313F-HRTimeline
American Institute for Advanced Investm…31,530$6.63M4.26%-53913F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P31,469$6.62M0.01%013F-HRTimelineGroup
Auour Investments LLC31,340$6.59M2.1%-1,06213F-HRTimeline
QUADRANT CAPITAL GROUP LLC31,293$6.58M0.2%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.31,155$6.55M0.91%-10,83013F-HRTimeline
Smartleaf Asset Management LLC30,524$6.47M0.25%+11,18813F-HRTimeline
Cullen Capital Management, LLC30,562$6.43M0.07%+28,94613F-HRTimeline
Linscomb Wealth, Inc.30,378$6.39M0.27%-67513F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT30,371$6.39M0.42%-19,78213F-HRTimeline
American State Bank (Iowa)30,197$6.35M3.05%+2,03913F-HRTimeline
Pointe Capital Management LLC30,093$6.33M3.14%+1,94013F-HRTimeline
Red Tortoise LLC30,036$6.32M2.71%+12513F-HRTimeline
Global Retirement Partners, LLC29,976$6.31M0.11%+5,21613F-HRTimeline
Gladstone Institutional Advisory LLC29,724$6.25M0.24%-36813F-HRTimeline
Hardy Reed LLC29,678$6.24M0.45%013F-HRTimeline
Disciplined Investments, LLC29,628$6.23M2.4%+8513F-HRTimeline
Harbour Capital Advisors, LLC29,362$6.23M1.27%-5013F-HRTimeline
Crescent Grove Advisors, LLC29,577$6.22M0.59%-46713F-HRTimeline
TUDOR INVESTMENT CORP ET AL29,401$6.18M0.03%new13F-HRTimeline
Composition Wealth, LLC29,157$6.13M0.09%+11113F-HRTimeline
Towerpoint Wealth, LLC29,020$6.1M2.42%+38113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO28,953$6.09M0.03%+78813F-HRTimelineGroup
Ballentine Partners, LLC28,746$6.05M0.08%-39213F-HRTimeline
ARK & TLK INVESTMENTS, LLC28,681$6.03M1.66%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC28,647$6.03M0.33%+94613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC27,823$6.03M0.13%-32013F-HRTimeline
Brand Asset Management Group, Inc.28,583$6.01M1.68%-12513F-HRTimeline
Brightwater Advisory LLC28,246$5.94M4.01%013F-HRTimeline
FORTE ASSET MANAGEMENT LLC27,855$5.86M2.66%+1,06313F-HRTimeline
Ullmann Wealth Partners Group, LLC28,573$5.85M0.61%-6213F-HRTimeline
Piedmont Capital Management, LLC/NC27,500$5.78M3.8%13F-HRTimeline
SOL Capital Management CO27,399$5.76M0.52%+1,00513F-HRTimeline
D.A. DAVIDSON & CO.27,314$5.75M0.04%+7,76713F-HRTimeline
Aureus Asset Management, LLC27,245$5.73M0.37%013F-HRTimeline
Prime Capital Investment Advisors, LLC26,694$5.61M0.07%+26113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA26,447$5.56M0.24%+9,77813F-HRTimeline
IHT Wealth Management, LLC26,396$5.55M0.14%-20113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC26,389$5.55M0.09%+4,51313F-HRTimeline
POTENTIA WEALTH26,364$5.55M2.03%-64513F-HRTimeline
Valmark Advisers, Inc.26,099$5.49M0.07%+78113F-HRTimeline
Aprio Wealth Management, LLC26,016$5.48M0.31%+9,08413F-HRTimeline
Community Bank, N.A.25,869$5.44M0.64%-1,20513F-HRTimeline
Next Capital Management LLC25,679$5.4M1.73%+1,78513F-HRTimeline
Hanson & Doremus Investment Management25,673$5.4M0.65%+3113F-HRTimeline
KLCM Advisors, Inc.25,436$5.35M0.46%new13F-HRTimeline
SG Americas Securities, LLC25,370$5.34M0.01%+18,93913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,202$5.3M0.1%+6513F-HRTimelineGroup
Paladin Advisory Group, LLC24,995$5.26M3.84%-6313F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD24,953$5.25M0.75%13F-HRTimeline
Sequoia Financial Advisors, LLC24,883$5.23M0.03%-41613F-HRTimeline
JMG Financial Group, Ltd.24,833$5.22M0.15%-52913F-HRTimeline
Alta Wealth Advisors LLC24,664$5.19M1.73%-59913F-HRTimeline
Diversified Portfolios, Inc.24,583$5.17M0.43%-12313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC24,540$5.16M0.58%-1,18813F-HRTimeline
New England Private Wealth Advisors LLC24,451$5.14M0.64%+10013F-HR/ATimeline
OLD NATIONAL BANCORP /IN/24,394$5.13M0.09%-1,99913F-HRTimeline
Clarius Group, LLC24,276$5.11M0.29%+1,50013F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC24,238$5.1M2.19%-1,08013F-HRTimeline
Caprock Group, LLC24,190$5.09M0.11%+5,32813F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…24,181$5.09M0.21%+22,05313F-HR/ATimeline
Dorsey & Whitney Trust CO LLC24,165$5.08M0.27%+23813F-HRTimeline
SEVEN MILE ADVISORY24,056$5.06M0.87%-6,16213F-HRTimeline
CASTLEARK MANAGEMENT LLC24,040$5.06M0.15%new13F-HRTimeline
RHUMBLINE ADVISERS23,820$5.01M<0.01%-4,99513F-HRTimeline
Broadview Financial Management, LLC23,500$4.94M3.31%-10313F-HRTimeline