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Disclosery

IWD ISHARES TR

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ETF (fund)

1,958 managers (1,982 13F filers) reported a position in IWD shares at 2026-06-30, 265,613,918 shares in all. 144 filers opened a position and 69 filers sold out during the quarter.

Managers
1,958
13F filers
1,982
New
144
Added
585
Reduced
700
Sold out
69
Shares held by filers
265,613,918

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Apollon Wealth Management, LLCgroup of 2 filers holding23,481$5.69M+2,151Timeline
Cornerstone Advisory, LLC23,407$5.67M0.47%+2213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC23,220$5.63M0.1%-6,76413F-HRTimeline
Dorsey & Whitney Trust CO LLC22,996$5.57M0.27%+413F-HRTimeline
STOCK YARDS BANK & TRUST CO22,921$5.56M0.16%-14113F-HR/ATimeline
Columbus Macro, LLC22,896$5.55M0.54%+88213F-HRTimeline
Broadview Financial Management, LLC22,758$5.52M3.37%-41313F-HRTimeline
Tanglewood Legacy Advisors, LLC22,694$5.5M1.78%+1113F-HRTimeline
Riverview Capital Advisers, LLC22,453$5.44M1.56%+5913F-HRTimeline
Provenance Wealth Advisors, LLC22,368$5.42M0.52%-34513F-HRTimeline
Asset Management Group, Inc.22,264$5.4M0.79%-3113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp22,144$5.37M0.09%+2513F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC22,021$5.34M0.25%-213F-HRTimeline
Vestmark Advisory Solutions, Inc.21,882$5.3M0.05%-8,74413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC21,592$5.23M0.06%+20513F-HRTimeline
SMITH, MOORE & CO.21,582$5.23M0.34%+4413F-HRTimeline
Mutual Advisors, LLC21,377$5.18M0.1%-45913F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…20,958$5.08M0.68%-1,84713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management20,694$5.02M0.15%-1,42613F-HRTimelineGroup
D.A. DAVIDSON & CO.20,665$5.01M0.03%+76713F-HRTimeline
HMS Capital Management, LLC20,600$4.99M1.87%+59113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding20,548$4.98M-137Timeline
Caprock Group, LLC20,547$4.98M0.1%new13F-HRTimeline
Permanens Capital L.P.20,400$4.95M0.51%+18,78313F-HRTimeline
UMB Bank, n.a.19,806$4.8M0.06%-2,37913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legal & General Group Plcin group Legal & General Group Plc19,753$4.79M<0.01%+9,19613F-HRTimelineGroup
CHILTON INVESTMENT CO INC.19,736$4.78M0.11%013F-HRTimeline
One Capital Management, LLC22,192$4.74M0.13%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC19,516$4.73M0.26%-11613F-HRTimeline
FC Advisory LLC19,456$4.72M1.25%-1,00613F-HRTimeline
CARRET ASSET MANAGEMENT, LLC19,281$4.67M0.41%+65113F-HRTimeline
Simplicity Wealth,LLC19,255$4.67M0.16%+3,22113F-HRTimeline
Serenus Wealth Advisors, LLC19,223$4.66M0.81%013F-HRTimeline
LANARK FINANCIAL, INC.19,175$4.65M0.31%+5813F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC19,154$4.64M0.13%+3,54213F-HR/ATimeline
Smartleaf Asset Management LLC19,067$4.63M0.15%013F-HRTimeline
Stillwater Capital Advisors, LLC19,085$4.63M0.47%-24013F-HRTimeline
GAMMA Investing LLC19,024$4.61M0.17%+1,55113F-HRTimeline
DIXON FNANCIAL SERVICES, INC.18,930$4.59M1.86%013F-HRTimeline
NBH Bank18,845$4.57M1.92%13F-HRTimeline
Acropolis Investment Management, LLC18,811$4.56M0.18%-11413F-HR/ATimeline
Procyon Advisors, LLC18,807$4.56M0.2%+22213F-HRTimeline
Summa Corp.18,766$4.55M1.43%+5,38713F-HRTimeline
Tandem Financial, LLC18,731$4.54M1.46%-63013F-HRTimeline
SAGE FINANCIAL GROUP INC18,535$4.49M0.25%-1213F-HRTimeline
Busey Bank18,403$4.46M0.11%+19013F-HRTimeline
Foundation Wealth Management, LLC\PA18,389$4.46M1.35%-20213F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC18,273$4.45M0.14%-54413F-HRTimelineGroup
Holistic Financial Partners18,284$4.43M2.71%-1,05013F-HRTimeline
Argyle Capital Partners, LLC18,266$4.43M2.79%+6513F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC18,088$4.38M0.08%+1,03313F-HRTimeline
W ADVISORS, LLC18,049$4.38M1.99%-50113F-HRTimeline
WEALTHSPAN PARTNERS, LLC18,048$4.38M1.38%-51413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,972$4.36M0.07%new13F-HRTimeline
Aureum Wealth Management, LLC17,932$4.35M2.7%+1,92513F-HRTimeline
McKinley Carter Wealth Services, Inc.17,897$4.34M0.22%-6113F-HRTimeline
Joel Isaacson & Co., LLC17,870$4.33M0.13%+1,03813F-HRTimeline
Goodman Financial Corp17,805$4.32M0.67%013F-HRTimeline
Aaron Wealth Advisors LLC17,773$4.31M0.22%013F-HRTimeline
BEAM WEALTH ADVISORS, INC.17,671$4.28M0.94%-2,33713F-HR/ATimeline
Icon Wealth Advisors, LLC17,347$4.21M0.25%+1413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC16,893$4.1M0.46%-45813F-HRTimeline
Affinity Capital Advisors, LLC16,249$4.02M0.5%-9313F-HRTimeline
Intrua Financial, LLC16,367$3.97M0.38%+6,00313F-HRTimeline
Empirical Financial Services, LLC d.b.a…16,346$3.96M0.06%-44013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.16,320$3.96M0.5%-13513F-HR/ATimeline
Empowered Funds, LLC16,243$3.94M0.02%+58213F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC16,206$3.93M0.4%+26313F-HRTimeline
Caliber Wealth Management, LLC / KS16,169$3.92M0.38%-33813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC16,141$3.91M0.08%-17013F-HRTimelineGroup
Golden State Wealth Management, LLC16,099$3.9M0.36%-1,16113F-HRTimeline
Cambria Investment Management, L.P.16,076$3.9M0.19%+68413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding15,992$3.88M-213Timeline
Grove Bank & Trust15,989$3.88M0.38%+2113F-HRTimeline
TRUE Private Wealth Advisors15,968$3.87M0.33%-65813F-HRTimeline
AE Wealth Management LLC15,936$3.86M0.02%+1,04413F-HRTimeline
Midwest Professional Planners, LTD.15,915$3.86M0.76%new13F-HRTimeline
Western Wealth Management, LLC15,809$3.83M0.13%-1,42313F-HRTimeline
Game Plan Financial Advisors, LLC15,705$3.81M1.41%-7513F-HRTimeline
Glenview Trust Co15,700$3.81M0.05%-5,35113F-HR/ATimeline
Azimuth Capital Investment Management L…15,567$3.77M0.13%-6613F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC15,417$3.74M0.62%+2,23913F-HRTimeline
Atwater Malick LLC15,413$3.74M0.81%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding14,908$3.72M+5,788Timeline
Topel & Distasi Wealth Management, LLC15,260$3.7M1.78%-40013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…15,201$3.69M0.22%-15613F-HRTimeline
SAPIENT CAPITAL LLC15,197$3.68M0.05%+1,27613F-HR/ATimeline
Gilliland Jeter Wealth Management LLC15,195$3.68M0.97%+74513F-HRTimeline
Premier Path Wealth Partners, LLC15,105$3.66M0.42%-50813F-HRTimeline
Colorado Capital Management, Inc.15,060$3.65M1.25%-17913F-HRTimeline
Magnus Financial Group LLC15,014$3.64M0.26%-26013F-HRTimeline
Resurgent Financial Advisors LLC14,929$3.62M1.01%-1,09813F-HRTimeline
Pathway Financial Advisors LLC14,660$3.62M0.42%013F-HRTimeline
Accredited Investors Inc.14,861$3.6M0.16%-60313F-HRTimeline
NTV Asset Management LLC14,825$3.59M0.35%-6113F-HRTimeline
Evanson Financial, LLC14,777$3.58M0.18%13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP14,721$3.57M0.04%+1,15713F-HRTimeline
Avior Wealth Management, LLC14,685$3.56M0.09%-1,67313F-HRTimeline
Mainstream Capital Management LLC14,598$3.54M2.13%-24813F-HRTimeline
WCG Wealth Advisors LLC14,582$3.54M0.08%-25413F-HRTimeline
Quadcap Wealth Management, LLC14,505$3.52M0.34%-17913F-HRTimeline
Clientfirst Wealth Management, LLC14,479$3.51M2.88%013F-HRTimeline
EPG Wealth Management LLC14,439$3.5M0.84%+1213F-HRTimeline
Ironsides Asset Advisors, LLC14,365$3.48M0.82%013F-HRTimeline
Autumn Glory Partners, LLC14,259$3.46M0.98%013F-HRTimeline
BG Investment Services, LLC14,160$3.43M2.47%-44313F-HRTimeline
RFG Advisory, LLC14,105$3.42M0.05%-10113F-HRTimeline
SOA Wealth Advisors, LLC.13,925$3.38M0.57%-22513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC13,909$3.37M1%-21913F-HRTimeline
SIG BROKERAGE, LP13,889$3.37M0.54%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …13,773$3.36M0.01%-18,72213F-HRTimelineGroup
Q3 Asset Management13,798$3.35M0.61%+1,54813F-HRTimeline
Focus Financial Network, Inc.13,785$3.34M0.1%+55013F-HRTimeline
SAXON INTERESTS, INC.13,784$3.34M0.92%+96513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC13,670$3.31M1%-1,30313F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC13,605$3.3M0.34%-76313F-HRTimeline
Ascent Wealth Partners, LLC13,565$3.29M0.33%+3613F-HRTimeline
ANCHYRA PARTNERS LLC13,456$3.26M0.78%+87713F-HRTimeline
Eagle Strategies LLC13,439$3.26M0.32%-27513F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,434$3.26M0.1%+10,36513F-HRTimeline
COURIER CAPITAL LLC13,407$3.25M0.16%-12913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC13,257$3.21M0.22%-12213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …13,133$3.18M0.04%013F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC13,125$3.18M0.82%-20013F-HRTimeline
Flywheel Private Wealth LLC13,119$3.18M1.57%-19413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO13,260$3.18M0.04%-11313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/13,068$3.17M1.02%-2,50113F-HRTimelineGroup
DONALD SMITH & CO., INC.in group DONALD SMITH & CO., INC.13,000$3.15M0.06%013F-HRTimelineGroup
CHEMUNG CANAL TRUST CO12,987$3.15M0.58%+12013F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…12,967$3.14M0.03%new13F-HRTimelineGroup
Cornerstone Wealth Advisors, Inc.12,944$3.14M0.66%-34513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.12,841$3.11M0.19%-24713F-HRTimeline
STAGE HARBOR FINANCIAL, LLC12,840$3.11M1.8%013F-HRTimeline
Pure Financial Advisors, LLC12,811$3.11M0.04%-17613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA12,804$3.1M0.12%013F-HRTimeline
Grant Street Asset Management, Inc.12,792$3.1M0.51%+3013F-HRTimeline
MGO ONE SEVEN LLC12,710$3.08M0.05%+67913F-HRTimeline
Quantum Portfolio Management LLC12,660$3.07M1.1%-14713F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC12,654$3.07M2%+3013F-HRTimeline
INVESTED ADVISORS12,618$3.06M2.71%-38713F-HRTimeline
Argos Wealth Advisors, LLC12,591$3.05M0.81%-9213F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC12,583$3.05M0.17%+313F-HRTimeline
Capital World Investors12,556$3.05M<0.01%+1,31513F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …12,555$3.04M0.2%013F-HRTimeline
Dynamic Financial Group12,500$3.03M2.29%+54813F-HRTimeline
Johnson Financial Group, LLC12,488$3.03M0.16%+16713F-HRTimeline
IFG Advisory, LLC12,382$3M0.11%+11,89513F-HRTimeline
Cyndeo Wealth Partners, LLC12,231$2.97M0.14%+1,16913F-HRTimeline
Allegheny Financial Group12,137$2.94M0.31%-33513F-HRTimeline
Montis Financial, LLC12,072$2.93M0.6%-18513F-HRTimeline
49 WEALTH MANAGEMENT, LLC11,983$2.91M0.55%new13F-HR/ATimeline
ALONGSIDE, LLC11,983$2.91M0.55%13F-HRTimeline
IFP Advisors, Inc11,913$2.89M0.05%-24713F-HRTimeline
Atlas Brown,Inc.11,860$2.88M0.77%-13413F-HRTimeline
STAR Financial Bank11,730$2.84M1.16%013F-HRTimeline
Nolet Wealth Management, LLC11,725$2.84M1.57%013F-HRTimeline
Xcelsior Advisor Partners LLC11,724$2.84M0.38%+1,39813F-HRTimeline
Rinkey Investments11,658$2.83M0.67%-98113F-HRTimeline
Dana Investment Advisors, Inc.11,629$2.82M0.07%-2,38713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC11,613$2.82M0.06%-13913F-HRTimeline
WEDBUSH SECURITIES INC11,477$2.78M0.07%+48913F-HRTimeline
PlanVest Financial, Inc11,448$2.78M1.85%+60413F-HRTimeline
Founders Financial Alliance, LLC11,436$2.77M0.37%-4813F-HRTimeline
Capital International Investorsin group Capital International Investo…11,416$2.77M<0.01%+56713F-HRTimelineGroup
Florida Trust Wealth Management Co11,413$2.77M0.07%+57213F-HRTimeline
Dynamic Advisor Solutions LLC11,392$2.76M0.08%-7713F-HRTimeline
Strategic Wealth Advisors LLC13,076$2.75M2.35%-1,69813F-HRTimeline
SilverOak Wealth Management LLC11,295$2.74M0.35%013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC11,278$2.73M1.37%-95713F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp11,207$2.72M0.11%+3,89313F-HRTimelineGroup
Advocacy Wealth Management, LLC11,180$2.71M0.1%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,023$2.67M0.03%+68413F-HRTimelineGroup
Baron Financial Group, LLC11,016$2.67M1.27%-22513F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)11,000$2.67M0.02%013F-HRTimelineGroup
Regal Investment Advisors LLC11,000$2.67M0.14%+1,08913F-HRTimeline
New Age Alpha Advisors, LLC10,985$2.66M0.11%+80513F-HRTimeline
Secure Asset Management, LLC10,971$2.66M0.37%-37613F-HRTimeline
CJM Wealth Advisers, Ltd.10,962$2.66M0.7%+41413F-HRTimeline
World Investment Advisors12,011$2.65M0.04%-55813F-HRTimeline
CGN Advisors LLC10,858$2.63M0.19%-3413F-HRTimeline
Indivisible Partners10,855$2.63M0.15%+26113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,781$2.61M0.1%-26313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP10,758$2.61M0.03%-36013F-HRTimelineGroup
Wealth Dimensions Group, Ltd.10,744$2.6M0.47%-2813F-HRTimeline
Verdence Capital Advisors LLC10,625$2.58M0.14%-3,92413F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC10,618$2.57M0.21%013F-HRTimeline
Horizon Wealth Management, LLC10,613$2.57M0.33%+32713F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC10,595$2.57M0.21%013F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC10,580$2.56M0.05%-45513F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC10,492$2.54M0.04%-7,60713F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC10,489$2.54M0.07%013F-HRTimelineGroup
Index Technologies Group LLC10,418$2.53M2.02%-13013F-HRTimeline
Manchester Capital Management LLC10,284$2.49M0.32%-17113F-HRTimeline
FAS Wealth Partners, Inc.10,269$2.49M0.13%-32313F-HRTimeline
PRIVATE TRUST CO NA10,269$2.49M0.2%-42813F-HRTimeline
Highland Investment Advisors LLC10,253$2.49M1.08%13F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC10,246$2.48M0.29%013F-HRTimeline
Evercore Wealth Management, LLC10,223$2.48M0.04%-17513F-HRTimeline
jvl associates llc10,211$2.48M0.7%013F-HRTimeline
Intrepid Financial Planning Group LLC10,182$2.47M0.84%-8213F-HRTimeline