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Disclosery

IWD ISHARES TR

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ETF (fund)

1,718 managers (1,740 13F filers) reported a position in IWD shares at 2024-12-31, 278,188,134 shares in all. 121 filers opened a position and 72 filers sold out during the quarter.

Managers
1,718
13F filers
1,740
New
121
Added
612
Reduced
482
Sold out
72
Shares held by filers
278,188,134

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HIGHLAND CAPITAL MANAGEMENT, LLC22,107$4.09M0.23%-81513F-HRTimeline
Asset Management Group, Inc.22,087$4.09M0.73%-54313F-HRTimeline
POTENTIA WEALTH22,066$4.09M1.82%13F-HRTimeline
FC Advisory LLC22,050$4.08M1.37%-60913F-HRTimeline
SVB WEALTH LLC22,018$4.08M0.08%new13F-HRTimeline
Columbus Macro, LLC21,895$4.05M0.56%new13F-HRTimeline
Sandy Spring Bank21,865$4.05M0.16%-49313F-HRTimeline
Caprock Group, LLC21,847$4.04M0.13%+2,20413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management21,681$4.01M0.12%-30913F-HRTimelineGroup
Resurgent Financial Advisors LLC21,535$3.99M2.35%-28013F-HRTimeline
McKinley Carter Wealth Services, Inc.21,411$3.96M0.24%-1,17913F-HRTimeline
Arkadios Wealth Advisors21,267$3.94M0.21%-35013F-HRTimeline
TCW GROUP INCin group TCW GROUP INC21,058$3.9M0.03%+6,70613F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC21,051$3.9M1.86%-42013F-HRTimeline
Consolidated Portfolio Review Corp21,032$3.89M0.62%new13F-HRTimeline
Holistic Financial Partners20,819$3.85M1.91%-4613F-HRTimeline
Aaron Wealth Advisors LLC20,677$3.83M0.44%+3,93013F-HRTimeline
Merit Financial Group, LLC20,657$3.82M0.07%+12,42213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…20,582$3.81M0.21%+21113F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,452$3.79M0.24%+15,86813F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC20,592$3.78M0.83%-95113F-HRTimeline
STAGE HARBOR FINANCIAL, LLC20,417$3.78M3.29%+4413F-HRTimeline
Hamlin Capital Management, LLC20,266$3.75M0.09%new13F-HRTimeline
OARSMAN CAPITAL, INC.20,213$3.74M0.65%+14013F-HRTimeline
Watts Gwilliam & Co., LLC20,077$3.73M0.79%+24913F-HRTimeline
Next Capital Management LLC20,105$3.72M1.53%+1,14313F-HRTimeline
Acropolis Investment Management, LLC19,992$3.7M0.22%-5813F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/19,847$3.67M<0.01%+5,84613F-HRTimeline
1900 WEALTH MANAGEMENT LLC19,741$3.65M0.31%-9213F-HRTimeline
Magnus Financial Group LLC19,726$3.65M0.35%-66813F-HRTimeline
RHUMBLINE ADVISERS19,709$3.65M<0.01%-16,47513F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC19,695$3.65M0.85%013F-HRTimeline
SMITH, MOORE & CO.19,674$3.64M0.33%-28913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding19,658$3.64M-35Timeline
Dana Investment Advisors, Inc.19,641$3.64M0.12%+15,04313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC19,485$3.61M0.34%+4413F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.18,486$3.6M3.2%13F-HRTimeline
Park Place Capital Corp19,426$3.6M1.01%+10,29713F-HRTimeline
Stillwater Capital Advisors, LLC19,352$3.58M0.44%-1,43913F-HRTimeline
Foundation Wealth Management, LLC\PA19,308$3.57M1.73%13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding19,187$3.55M+1,470Timeline
IFP Advisors, Inc19,177$3.55M0.12%+11,66113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC19,061$3.53M0.39%-3,72013F-HRTimeline
Qube Research & Technologies Ltd19,053$3.53M0.01%-9,59313F-HRTimeline
EQUITABLE TRUST CO19,029$3.52M0.2%new13F-HRTimeline
St. Louis Trust Co19,018$3.52M0.5%013F-HRTimeline
Pointe Capital Management LLC18,878$3.5M2.01%+32013F-HR/ATimeline
Independent Advisor Alliance18,867$3.49M0.05%+17,58113F-HRTimeline
EPG Wealth Management LLC18,855$3.49M0.92%+2813F-HRTimeline
SAXON INTERESTS, INC.18,751$3.47M1.53%+5,72013F-HRTimeline
Mainstream Capital Management LLC18,686$3.46M2.43%-16513F-HRTimeline
Baron Wealth Management LLC18,641$3.45M1.62%new13F-HRTimeline
Busey Bank18,623$3.45M0.11%+1,70113F-HRTimeline
Argyle Capital Partners, LLC18,320$3.39M2.91%13F-HRTimeline
Prosperity Consulting Group, LLC18,058$3.34M0.25%+14,67113F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding18,030$3.33M+723Timeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…17,977$3.33M1.12%-4,95213F-HRTimelineGroup
Rinkey Investments17,841$3.3M1.06%-1,84513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding17,836$3.3M-2,603Timeline
Goodman Financial Corp17,805$3.3M0.7%013F-HRTimeline
DONALD SMITH & CO., INC.in group DONALD SMITH & CO., INC.17,800$3.3M0.08%013F-HRTimelineGroup
GTS SECURITIES LLC17,701$3.28M0.16%-14,57313F-HRTimeline
Bryn Mawr Trust Advisors, LLC17,657$3.27M0.18%+8913F-HR/ATimeline
Winthrop Advisory Group LLC17,457$3.23M0.39%+2,56113F-HRTimeline
Quadcap Wealth Management, LLC17,237$3.19M0.47%-7,01413F-HRTimeline
Dodge & Cox17,100$3.17M<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC16,650$3.17M0.08%+92713F-HRTimeline
STAR Financial Bank17,038$3.15M2.27%-2,27313F-HRTimeline
Affinity Capital Advisors, LLC16,915$3.15M0.59%-9813F-HRTimeline
Aprio Wealth Management, LLC16,995$3.15M0.46%-48613F-HRTimeline
Avior Wealth Management, LLC16,923$3.13M0.11%+22213F-HRTimeline
Quantum Portfolio Management LLC16,684$3.09M1.66%+4113F-HRTimeline
Argent Trust Co16,682$3.09M0.13%+21413F-HRTimeline
SOA Wealth Advisors, LLC.16,505$3.06M0.56%-79613F-HR/ATimeline
Opes Wealth Management LLC16,314$3.02M0.62%+2013F-HRTimeline
Topel & Distasi Wealth Management, LLC16,257$3.01M1.29%-5,10213F-HRTimeline
UNIONVIEW, LLC16,184$3M2.2%-3413F-HRTimeline
Provenance Wealth Advisors, LLC16,138$2.99M0.39%-65013F-HRTimeline
FOSTER & MOTLEY INC16,112$2.98M0.19%+8,95013F-HRTimeline
Grove Bank & Trust16,098$2.98M0.41%+44713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC16,041$2.97M0.07%+70513F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC15,943$2.95M0.44%-2,43313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC15,933$2.95M0.07%+19313F-HRTimelineGroup
Glenview Trust Co15,926$2.95M0.06%-6013F-HRTimeline
W ADVISORS, LLC15,870$2.94M1.82%+2,62713F-HRTimeline
Western Wealth Management, LLC15,862$2.94M0.19%-1,97113F-HR/ATimeline
Integrated Advisors Network LLC15,730$2.91M0.14%+11,34413F-HRTimeline
Cornerstone Wealth Advisors, Inc.15,663$2.9M0.8%-11313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC15,637$2.89M0.44%013F-HRTimeline
Colorado Capital Management, Inc.15,629$2.89M1.4%013F-HRTimeline
2UniFi Bank15,625$2.89M1.93%13F-HRTimeline
Game Plan Financial Advisors, LLC15,630$2.89M1.37%013F-HRTimeline
GFS Advisors, LLC15,391$2.85M0.43%-3513F-HRTimeline
Procyon Advisors, LLC15,319$2.84M0.18%+82613F-HRTimeline
Sendero Wealth Management, LLC15,309$2.83M0.42%+9,61613F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC15,293$2.83M0.04%+1,37913F-HRTimeline
Pullen Investment Management, LLC15,212$2.82M1.83%new13F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC15,188$2.81M0.03%013F-HRTimelineGroup
Flywheel Private Wealth LLC15,182$2.81M2.58%13F-HRTimeline
BluePointe Capital Management, LLC15,172$2.81M1.61%+4,74213F-HRTimeline
NTV Asset Management LLC15,141$2.8M0.37%-42013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC14,979$2.77M1.09%-20513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP14,970$2.77M0.05%+28513F-HR/ATimelineGroup
Washington Trust Bank14,966$2.77M0.27%+5,61313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital World Investors14,984$2.77M<0.01%+10,50013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK14,927$2.76M0.09%013F-HRTimelineGroup
ARVEST INVESTMENTS, INC.14,862$2.75M0.44%+26013F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC14,793$2.74M0.06%+3,73113F-HRTimelineGroup
Pathway Financial Advisors LLC14,654$2.71M0.62%-2613F-HRTimeline
Verdence Capital Advisors LLC14,605$2.7M0.22%-12013F-HRTimeline
RFG Advisory, LLC14,581$2.7M0.08%+1,73113F-HRTimeline
Autumn Glory Partners, LLC14,553$2.69M1.32%013F-HRTimeline
Clientfirst Wealth Management, LLC14,480$2.68M2.71%13F-HRTimeline
Ironsides Asset Advisors, LLC14,439$2.67M0.77%+7413F-HRTimeline
American Trust14,396$2.67M0.2%+12,45613F-HRTimeline
Grant Street Asset Management, Inc.14,344$2.66M0.69%-19013F-HRTimeline
One Wealth Advisors, LLC14,284$2.64M0.39%+10,72813F-HRTimeline
Ascent Wealth Partners, LLC14,280$2.64M0.36%+1,06313F-HRTimeline
Icon Wealth Advisors, LLC14,267$2.64M0.22%-2413F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC14,218$2.63M0.38%-34713F-HRTimeline
Accredited Investors Inc.14,204$2.63M0.15%-613F-HRTimeline
RWA WEALTH PARTNERS, LLC14,191$2.63M0.03%-70,78513F-HRTimeline
Founders Financial Alliance, LLC14,146$2.62M0.72%-3013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)14,000$2.59M0.03%-1,50013F-HRTimelineGroup
SCHAPER BENZ & WISE INVESTMENT COUNSEL …13,976$2.59M0.21%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.13,957$2.58M0.27%-1,43513F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC13,629$2.52M0.2%-31513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.13,606$2.52M0.21%-3813F-HRTimeline
Evanson Asset Management, LLC13,494$2.5M0.17%-83213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC13,405$2.48M0.81%013F-HRTimeline
Ironwood Investment Counsel, LLC13,400$2.48M0.42%+15713F-HRTimeline
McGlone Suttner Wealth Management, Inc.13,385$2.48M0.41%new13F-HRTimeline
WCG Wealth Advisors LLC13,373$2.48M0.16%+4413F-HRTimeline
PRIVATE TRUST CO NA13,334$2.47M0.25%+2,94413F-HRTimeline
GAMMA Investing LLC13,332$2.47M0.21%+3,39113F-HRTimeline
Serenus Wealth Advisors, LLC13,281$2.46M0.43%13F-HRTimeline
Lion Street Advisors, LLC13,214$2.45M0.78%+30013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC13,105$2.43M2.41%13F-HRTimeline
DIXON FNANCIAL SERVICES, INC.13,010$2.41M1.31%013F-HRTimeline
Gilliland Jeter Wealth Management LLC12,871$2.38M0.8%-8113F-HRTimeline
Park Edge Advisors, LLC12,811$2.37M0.69%+10,84213F-HRTimeline
Joel Isaacson & Co., LLC12,776$2.37M0.11%+14113F-HRTimeline
Capital International Investorsin group Capital International Investo…12,651$2.34M<0.01%+8,88713F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC12,617$2.34M0.18%-2,45613F-HRTimeline
BigSur Wealth Management LLC12,601$2.33M0.67%013F-HRTimeline
Almanack Investment Partners, LLC.12,419$2.3M0.35%+1013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC12,405$2.3M0.13%-8113F-HRTimeline
Atlas Brown,Inc.12,339$2.28M0.78%+913F-HRTimeline
Zions Bancorporation, N.A.12,330$2.28M0.14%-51113F-HRTimeline
Evercore Wealth Management, LLC12,287$2.27M0.03%-30813F-HRTimeline
Dynamic Financial Group12,161$2.25M2.29%13F-HRTimeline
Allegheny Financial Group12,127$2.25M0.58%+1,02213F-HRTimeline
Baron Financial Group, LLC12,119$2.24M1.39%-26513F-HRTimeline
Vise Technologies, Inc.12,002$2.22M0.19%+9,93013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC11,975$2.22M0.53%-10113F-HRTimeline
Quantinno Capital Management LP11,932$2.21M0.02%-64013F-HRTimeline
Intrepid Financial Planning Group LLC11,904$2.2M0.93%-34613F-HRTimeline
Dakota Wealth Management11,874$2.2M0.05%+7,55913F-HRTimeline
LORD, ABBETT & CO. LLC11,868$2.2M0.01%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC11,689$2.16M0.02%+6,81713F-HRTimeline
Clarius Group, LLC11,606$2.15M0.15%013F-HRTimeline
Northeast Financial Consultants Inc11,571$2.14M0.09%-48513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…11,451$2.12M0.21%-2613F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP11,427$2.12M0.03%+513F-HRTimeline
Custos Family Office, LLC11,408$2.11M0.74%-1,17813F-HRTimeline
InvesTrust11,411$2.11M0.59%13F-HRTimeline
Wealth Dimensions Group, Ltd.11,376$2.11M0.52%-12613F-HRTimeline
Certified Advisory Corp11,367$2.1M0.23%+16413F-HRTimeline
BECKER CAPITAL MANAGEMENT INC11,154$2.06M0.07%-5,71513F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,081$2.05M0.06%+3,62713F-HRTimeline
JFG Wealth Management, LLC11,077$2.05M0.47%-41713F-HRTimeline
GRIES FINANCIAL LLC11,054$2.05M0.36%+27013F-HRTimeline
SilverOak Wealth Management LLC11,005$2.04M0.44%013F-HRTimeline
First Western Trust Bank10,883$2.01M0.09%-3,34613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO10,870$2.01M0.48%-5513F-HRTimeline
CGN Advisors LLC10,820$2M0.19%+17813F-HRTimeline
Bond & Devick Financial Network, Inc.10,529$2M0.85%013F-HRTimeline
FAS Wealth Partners, Inc.10,785$2M0.17%-19313F-HRTimeline
Mount Lucas Management LP10,710$1.98M0.69%new13F-HRTimeline
AlphaCentric Advisors LLC10,710$1.98M1.98%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,683$1.98M0.06%+17413F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC10,673$1.98M0.16%013F-HRTimeline
Centerpoint Advisory Group10,655$1.97M1.91%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,672$1.97M0.16%-1,396,86113F-HRTimeline
Verus Financial Partners, Inc.10,732$1.97M0.22%+113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC10,618$1.97M0.26%-2,41213F-HRTimeline
CJM Wealth Advisers, Ltd.10,597$1.96M0.66%-31213F-HRTimeline
Avantax Planning Partners, Inc.10,551$1.95M0.07%-2413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.10,548$1.95M0.39%-41013F-HRTimeline
WestHill Financial Advisors, Inc.10,520$1.95M0.44%-39913F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC10,489$1.94M0.03%new13F-HRTimelineGroup
Janney Capital Management LLC10,469$1.94M0.13%new13F-HRTimeline
Affiance Financial, LLC10,405$1.93M0.46%013F-HRTimeline
Ellevest, Inc.10,379$1.92M0.11%+513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…10,339$1.91M0.71%-613F-HRTimeline
Eldridge Investment Advisors, Inc.10,242$1.9M0.44%-7313F-HRTimeline
jvl associates llc10,211$1.89M0.72%-3213F-HRTimeline
LEE DANNER & BASS INC10,182$1.88M0.15%+67513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,091$1.87M0.03%-47113F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO10,080$1.87M0.03%-94413F-HRTimeline