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Disclosery

IWD ISHARES TR

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ETF (fund)

1,885 managers (1,909 13F filers) reported a position in IWD shares at 2026-03-31, 268,233,059 shares in all. 111 filers opened a position and 106 filers sold out during the quarter.

Managers
1,885
13F filers
1,909
New
111
Added
585
Reduced
707
Sold out
106
Shares held by filers
268,233,059

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
TCW GROUP INCin group TCW GROUP INC74,479$15.9M0.12%-21,85413F-HRTimelineGroup
PW Nova Financial Services LLC74,372$15.9M3.99%+1,58813F-HRTimeline
Ballast, Inc.74,187$15.9M3.67%+3,20913F-HRTimeline
Willis Johnson & Associates, Inc.74,115$15.8M0.92%-85413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC73,831$15.8M0.55%-1,72213F-HRTimelineGroup
WEST BANCORPORATION INC73,131$15.6M7.8%+6,27413F-HRTimeline
Bryn Mawr Trust Advisors, LLC72,792$15.6M0.75%+33,16113F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC72,440$15.5M9.4%+12913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO72,205$15.4M0.32%+1,61713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC71,394$15.3M0.02%+20,27513F-HRTimelineGroup
Newport Capital Group, LLC71,067$15.2M9.25%-12913F-HRTimeline
Callan Family Office, LLC69,384$14.8M0.34%-157,93913F-HRTimeline
Orion Porfolio Solutions, LLC69,270$14.8M0.13%-28,03313F-HRTimeline
Berman McAleer LLC68,311$14.6M1.99%-1,52013F-HRTimeline
SONATA CAPITAL GROUP INC66,659$14.2M5.25%+34513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.64,927$13.9M0.17%+10,79013F-HRTimelineGroup
Meramec Financial Planners, LLC60,475$13.7M5.45%+3,59013F-HRTimeline
Farther Finance Advisors, LLC63,481$13.6M0.13%+27,93413F-HRTimeline
Private Advisory Group LLC61,674$13.2M0.92%new13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC61,579$13.2M4.14%-5,20713F-HRTimeline
FDx Advisors, Inc.61,543$13.2M4.2%-2,28513F-HRTimeline
Breakwater Capital Group61,253$13.1M1.75%-98613F-HRTimeline
INSIGHT 2811, INC.59,724$12.8M5.55%+1,23913F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…59,121$12.6M3.01%-38713F-HRTimeline
Aptus Capital Advisors, LLC58,782$12.6M0.11%+32013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.58,701$12.5M0.45%-5,59413F-HRTimelineGroup
Integrated Wealth Concepts LLC57,997$12.4M0.1%+12,77513F-HRTimeline
Krane Financial Solutions LLC57,373$12.3M8.33%13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC57,342$12.3M0.89%+1,44613F-HRTimeline
Chicago Partners Investment Group LLC53,749$12.2M0.27%+6013F-HRTimeline
INVESTMENT PARTNERS, LTD.56,778$12.1M4.32%-3813F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA57,533$12M0.37%-2,48113F-HRTimelineGroup
CERTUITY, LLC56,139$12M0.79%-9,93613F-HRTimeline
BOKF, NAin group BOKF, NA56,053$12M0.18%-36,46813F-HRTimelineGroup
Haverford Trust Co56,031$12M0.11%-3,12113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC55,972$12M0.22%-7913F-HRTimeline
Avidian Wealth Enterprises, LLC55,818$11.9M0.38%-27913F-HRTimeline
Prism Advisors, Inc.55,588$11.9M3.17%-74013F-HRTimeline
JFS WEALTH ADVISORS, LLC53,950$11.5M0.64%-29513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC52,828$11.3M0.17%-6,24013F-HRTimeline
Paladin Partners, LLC52,120$11.1M8.03%+9,95013F-HRTimeline
Newton One Investments LLC50,706$10.8M2.94%-82113F-HRTimeline
Goelzer Investment Management, Inc.50,383$10.8M0.52%+9213F-HRTimeline
Kelsey Financial, LLC50,036$10.7M9.35%-11,36013F-HRTimeline
FMA Wealth Management, LLC49,753$10.6M7.07%-4,10813F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…49,648$10.6M0.95%13F-HRTimelineGroup
XML Financial, LLC49,297$10.5M0.85%-17,10113F-HRTimeline
HANCOCK WHITNEY CORP45,246$10.4M0.18%-3,04313F-HRTimeline
Blue Trust, Inc.48,833$10.4M0.12%-7,82013F-HRTimeline
DIVERSIFIED TRUST CO48,374$10.3M0.19%+1413F-HRTimeline
Montecito Bank & Trust48,264$10.3M1.7%-57513F-HRTimeline
NWAM LLC48,038$10.3M0.59%-7913F-HRTimeline
Snowden Capital Advisors LLC47,965$10.2M0.27%+7,09913F-HRTimeline
Tradition Wealth Management, LLC47,810$10.2M0.73%+1713F-HRTimeline
FOSTER & MOTLEY INC47,742$10.2M0.53%+3,06613F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding47,684$10.2M-1,776Timeline
Arete Wealth Advisors, LLC47,462$10.1M0.76%+4,84013F-HR/ATimeline
Morton Capital Management LLC/CA47,316$10.1M1.5%-2,11813F-HRTimeline
Valeo Financial Advisors, LLC47,057$10.1M0.24%+61213F-HRTimeline
NorthRock Partners, LLC46,827$10M0.16%+1,04413F-HRTimeline
WEBSTER BANK, N. A.46,445$9.92M0.94%+4,78013F-HRTimeline
MATHER GROUP, LLC.46,184$9.87M0.1%-1,44113F-HRTimeline
Visionary Wealth Advisors45,457$9.71M0.43%-82413F-HRTimeline
Argent Trust Co45,182$9.65M0.33%+31,95413F-HRTimeline
HBK Sorce Advisory LLC41,258$9.65M0.2%+2,84713F-HRTimeline
Smith & Howard Wealth Management, LLC45,230$9.64M2.09%+1,93113F-HRTimeline
OFS Enterprise LLC44,927$9.6M2.82%13F-HRTimeline
Waterloo Capital, L.P.44,912$9.6M0.67%-107,01113F-HRTimeline
FLOW TRADERS U.S. LLC44,026$9.41M0.3%+30,55513F-HRTimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…43,690$9.34M0.02%-102,22013F-HRTimelineGroup
SCS Capital Management LLC43,380$9.27M0.1%-1,56113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC43,278$9.25M0.07%-67113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT42,388$9.06M0.16%-1,43913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC41,696$8.91M0.64%+213F-HRTimeline
Wellspring Financial Advisors, LLC41,520$8.87M0.67%-15613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC40,737$8.7M0.47%-1,43013F-HRTimeline
Ausdal Financial Partners, Inc.40,523$8.66M0.39%+60513F-HRTimeline
Parallel Advisors, LLC39,668$8.48M0.15%+1,33813F-HR/ATimeline
Arcadia Wealth Management, LLC39,521$8.44M3.06%-15,92813F-HRTimeline
Quent Capital, LLC39,214$8.38M0.59%-1,59013F-HRTimeline
Sunburst Financial Group, LLC38,698$8.27M1.59%+24713F-HR/ATimeline
Segment Wealth Management, LLC38,524$8.23M0.48%-22013F-HRTimeline
Stegner Investment Associates Inc.38,391$8.2M4.49%+213F-HRTimeline
Advisory Services Network, LLC38,113$8.14M0.11%-15,79413F-HRTimeline
Independence Asset Advisors, LLC37,250$7.96M2.88%013F-HRTimeline
Arbor Investment Advisors, LLC37,095$7.93M1.03%+5413F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding37,030$7.91M+35,475Timeline
Sierra Capital LLC36,917$7.89M0.86%-57513F-HRTimeline
Mullaney, Keating & Wright, Inc.36,875$7.88M4.28%-1,25513F-HRTimeline
Northern Lights Advisors, Inc.36,565$7.81M5.29%-64413F-HRTimeline
ASPIRIANT, LLC36,521$7.8M0.22%-12013F-HRTimeline
Raub Brock Capital Management LP36,042$7.7M1.95%+1,31813F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC35,903$7.67M1.08%-1,21113F-HRTimeline
Astoria Strategic Wealth, Inc.35,731$7.63M1.94%-69413F-HRTimeline
OneDigital Investment Advisors LLC35,690$7.63M0.07%-2,53313F-HRTimeline
CFM WEALTH PARTNERS LLC35,654$7.62M1.14%-84113F-HRTimeline
Ironwood Investment Counsel, LLC35,612$7.61M1.1%-4813F-HRTimeline
GTS SECURITIES LLC35,532$7.59M0.27%+22,44913F-HRTimeline
BRIGHTON JONES LLC35,515$7.59M0.17%new13F-HR/ATimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…35,310$7.54M0.1%-81813F-HRTimelineGroup
Finley Financial, LLC35,291$7.54M3.53%-59013F-HRTimeline
Savvy Advisors, Inc.35,261$7.53M0.2%-98713F-HRTimeline
SIGNATUREFD, LLC35,187$7.52M0.12%-10213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp35,152$7.51M0.2%-1,14913F-HRTimelineGroup
DT Investment Partners, LLC35,063$7.49M0.62%+13,88313F-HRTimeline
Confluence Wealth Services, Inc.34,885$7.45M0.29%-1613F-HRTimeline
REBALANCE, LLC34,641$7.4M0.43%+13313F-HRTimeline
Sepio Capital, LP34,408$7.35M0.4%-4,20713F-HRTimeline
Widmann Financial Services, Inc.34,239$7.32M4.35%-4513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.33,924$7.25M0.16%-1,29813F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.33,549$7.17M0.74%-1,49813F-HRTimeline
M.D. Sass, LLC32,984$7.05M0.53%+10,23313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …32,495$6.98M0.01%-8,68313F-HRTimelineGroup
Sowell Financial Services LLC32,595$6.96M0.26%-2,98713F-HRTimeline
WHITTIER TRUST CO32,031$6.94M0.08%+26813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC32,403$6.92M1.18%+44013F-HRTimeline
Pointe Capital Management LLC32,296$6.9M3.42%+2,20313F-HRTimeline
TPG Financial Advisors, LLC32,251$6.89M2.24%+8,91813F-HRTimeline
EASTERN BANK32,250$6.89M0.12%-1,26213F-HRTimeline
American State Bank (Iowa)32,148$6.87M3.3%+1,95113F-HRTimeline
Auour Investments LLC31,722$6.78M2.13%+38213F-HRTimeline
Wall Capital Group, Inc.31,554$6.74M7.2%new13F-HRTimeline
American Institute for Advanced Investm…31,537$6.74M4.37%+713F-HRTimeline
MidFirst Bank31,478$6.73M0.56%-84613F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P31,469$6.72M0.01%013F-HRTimelineGroup
Ballentine Partners, LLC31,234$6.67M0.09%+2,48813F-HRTimeline
QUADRANT CAPITAL GROUP LLC31,233$6.67M0.2%-6013F-HR/ATimeline
Harbour Capital Advisors, LLC29,277$6.63M1.26%-8513F-HRTimeline
NOTTINGHAM ADVISORS, INC.30,747$6.57M0.85%-40813F-HRTimeline
Baker Avenue Asset Management, LP30,745$6.57M0.15%-1,43113F-HRTimeline
Vestmark Advisory Solutions, Inc.30,626$6.54M0.07%-3,92313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding30,506$6.52M-4,378Timeline
Gladstone Institutional Advisory LLC30,271$6.47M0.24%+54713F-HRTimeline
NewEdge Wealth, LLC30,260$6.47M0.08%-58,03613F-HRTimeline
Atria Investments, Inc30,197$6.45M0.07%-15,75913F-HRTimeline
Red Tortoise LLC30,137$6.44M2.7%+10113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC29,984$6.41M0.15%+23,61913F-HRTimeline
Hardy Reed LLC29,678$6.34M0.46%013F-HRTimeline
Disciplined Investments, LLC29,637$6.33M2.27%+913F-HRTimeline
ROTHSCHILD INVESTMENT LLC29,430$6.29M0.33%+78313F-HRTimeline
Composition Wealth, LLC29,130$6.22M0.09%-2713F-HRTimeline
Towerpoint Wealth, LLC28,707$6.13M2.48%-31313F-HRTimeline
ARK & TLK INVESTMENTS, LLC28,681$6.13M1.66%013F-HRTimeline
Brand Asset Management Group, Inc.28,477$6.08M1.58%-10613F-HRTimeline
Linscomb Wealth, Inc.28,400$6.07M0.27%-1,97813F-HRTimeline
Estate Counselors, LLC28,399$6.07M0.54%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC27,797$6.02M0.12%-2613F-HRTimeline
Prime Capital Investment Advisors, LLC28,126$6.01M0.07%+1,43213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO28,110$6.01M0.03%-84313F-HRTimelineGroup
Next Capital Management LLC28,065$6M1.82%+2,38613F-HRTimeline
Crescent Grove Advisors, LLC27,883$5.96M0.59%-1,69413F-HRTimeline
Ullmann Wealth Partners Group, LLC27,859$5.95M0.62%-71413F-HRTimeline
Aprio Wealth Management, LLC27,743$5.93M0.32%+1,72713F-HRTimeline
Brightwater Advisory LLC27,540$5.88M3.89%-70613F-HRTimeline
Piedmont Capital Management, LLC/NC27,500$5.88M3.92%013F-HRTimeline
Prosperity Consulting Group, LLC27,474$5.87M0.26%+8,63813F-HRTimeline
FORTE ASSET MANAGEMENT LLC27,466$5.87M2.58%-38913F-HRTimeline
OLD NATIONAL BANCORP /IN/27,379$5.85M0.1%+2,98513F-HRTimeline
IHT Wealth Management, LLC27,360$5.85M0.14%+96413F-HRTimeline
Aureus Asset Management, LLC27,245$5.82M0.39%013F-HRTimeline
PINEBRIDGE INVESTMENTS LLC26,654$5.7M0.05%+8,86013F-HRTimeline
Valmark Advisers, Inc.26,627$5.69M0.07%+52813F-HRTimeline
Diamond Hill Capital Management, LLC (I…26,567$5.68M0.04%-530,33613F-HRTimeline
Sequoia Financial Advisors, LLC26,542$5.67M0.03%+1,65913F-HRTimeline
POTENTIA WEALTH26,537$5.67M2.19%+17313F-HRTimeline
RWA WEALTH PARTNERS, LLC26,475$5.66M0.06%-99,16413F-HRTimeline
KLCM Advisors, Inc.26,431$5.65M0.49%+99513F-HRTimeline
Independent Advisor Alliance26,333$5.63M0.06%+22,95213F-HRTimeline
Community Bank, N.A.25,820$5.52M0.66%-4913F-HRTimeline
Hanson & Doremus Investment Management25,698$5.49M0.63%+2513F-HRTimeline
RHUMBLINE ADVISERS25,449$5.44M<0.01%+1,62913F-HRTimeline
GREAT LAKES ADVISORS, LLC24,915$5.32M0.04%-61,71213F-HRTimeline
Paladin Advisory Group, LLC24,897$5.32M4.05%-9813F-HRTimeline
Merit Financial Group, LLC24,888$5.32M0.04%+4,50613F-HRTimeline
Rehmann Capital Advisory Group24,835$5.31M0.28%-14,39013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…24,793$5.3M0.1%-40913F-HRTimelineGroup
Diversified Portfolios, Inc.24,515$5.24M0.43%-6813F-HRTimeline
New England Private Wealth Advisors LLC24,499$5.23M0.6%+4813F-HRTimeline
Alta Wealth Advisors LLC24,379$5.21M1.69%-28513F-HRTimeline
JMG Financial Group, Ltd.24,365$5.21M0.14%-46813F-HRTimeline
Winthrop Advisory Group LLC24,267$5.19M0.42%+1,49213F-HRTimeline
Heck Capital Advisors, LLC24,242$5.18M0.38%+2,04313F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC24,113$5.15M2.09%-12513F-HRTimeline
CASTLEARK MANAGEMENT LLC24,040$5.14M0.17%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC23,980$5.12M0.57%-56013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC23,785$5.08M0.01%-8,25213F-HRTimelineGroup
Mill Creek Capital Advisors, LLC23,465$5.01M0.1%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC23,392$5M1.19%+91013F-HRTimeline
Cornerstone Advisory, LLC23,385$5M0.47%-11113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC23,252$4.97M0.62%new13F-HRTimeline
Broadview Financial Management, LLC23,171$4.95M3.38%-32913F-HRTimeline
STOCK YARDS BANK & TRUST CO23,062$4.93M0.15%+15213F-HRTimeline
Dorsey & Whitney Trust CO LLC22,992$4.91M0.27%-1,17313F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…22,805$4.87M0.71%-4613F-HRTimelineGroup
Provenance Wealth Advisors, LLC22,713$4.85M0.51%-36413F-HRTimeline
Tanglewood Legacy Advisors, LLC22,683$4.85M1.75%-63713F-HRTimeline
Riverview Capital Advisers, LLC22,394$4.78M1.6%+6713F-HRTimeline
Asset Management Group, Inc.22,295$4.76M0.77%-15713F-HRTimeline
One Capital Management, LLC22,192$4.74M0.13%+4,21113F-HRTimeline
UMB Bank, n.a.22,185$4.74M0.07%-1,00113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.