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Disclosery

IWD ISHARES TR

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ETF (fund)

1,702 managers (1,724 13F filers) reported a position in IWD shares at 2025-03-31, 269,209,929 shares in all. 105 filers opened a position and 109 filers sold out during the quarter.

Managers
1,702
13F filers
1,724
New
105
Added
527
Reduced
651
Sold out
109
Shares held by filers
269,209,929

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Asset Management Group, Inc.22,177$4.17M0.77%+9013F-HRTimeline
FC Advisory LLC22,035$4.15M1.4%-1513F-HRTimeline
Applied Finance Capital Management, LLC21,800$4.1M0.3%-75,28513F-HRTimeline
D.A. DAVIDSON & CO.21,674$4.08M0.03%-1,47513F-HRTimeline
Resurgent Financial Advisors LLC21,084$3.97M2.38%-45113F-HRTimeline
Consolidated Portfolio Review Corp20,991$3.95M0.63%-4113F-HRTimeline
HMS Capital Management, LLC23,250$3.93M2.18%-14,42113F-HRTimeline
EQUITABLE TRUST CO20,779$3.91M0.22%+1,75013F-HRTimeline
Holistic Financial Partners20,723$3.9M1.88%-9613F-HRTimeline
Next Capital Management LLC20,579$3.87M1.86%+47413F-HRTimeline
McKinley Carter Wealth Services, Inc.20,558$3.87M0.24%-85313F-HRTimeline
WEALTHSPAN PARTNERS, LLC20,518$3.86M1.78%-53313F-HRTimeline
Stillwater Capital Advisors, LLC20,509$3.86M0.54%+1,15713F-HRTimeline
Sandy Spring Bank20,507$3.86M0.16%-1,35813F-HRTimeline
Atria Investments, Inc20,376$3.83M0.05%-58,38613F-HRTimeline
STAGE HARBOR FINANCIAL, LLC20,279$3.82M3.23%-13813F-HRTimeline
Premier Path Wealth Partners, LLC20,249$3.81M0.59%-13,92213F-HRTimeline
Merit Financial Group, LLC20,126$3.79M0.06%-53113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding19,982$3.76M+324Timeline
Watts Gwilliam & Co., LLC19,907$3.75M0.81%-17013F-HRTimeline
Acropolis Investment Management, LLC19,772$3.72M0.22%-22013F-HRTimeline
1900 WEALTH MANAGEMENT LLC19,770$3.72M0.31%+2913F-HRTimeline
Magnus Financial Group LLC19,765$3.72M0.36%+3913F-HRTimeline
Serenus Wealth Advisors, LLC19,737$3.71M0.62%+6,45613F-HRTimeline
SMITH, MOORE & CO.19,696$3.71M0.34%+2213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC19,695$3.71M0.84%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC19,548$3.68M0.36%+6313F-HRTimeline
Simplicity Wealth,LLC19,452$3.66M0.28%+17,26813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding19,405$3.65M+218Timeline
Quantum Portfolio Management LLC19,164$3.61M1.83%+2,48013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC18,937$3.56M0.4%-12413F-HRTimeline
Foundation Wealth Management, LLC\PA18,935$3.56M1.7%-37313F-HRTimeline
DIXON FNANCIAL SERVICES, INC.18,930$3.56M1.93%+5,92013F-HRTimeline
EPG Wealth Management LLC18,842$3.55M0.99%-1313F-HRTimeline
Argyle Capital Partners, LLC18,766$3.53M3.03%+44613F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.19,270$3.52M3.14%+78413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC20,233$3.51M0.76%-35913F-HRTimeline
Perigon Wealth Management, LLC18,643$3.51M0.09%+1,99313F-HRTimeline
Busey Bank18,623$3.5M0.12%013F-HRTimeline
DRW Securities, LLC18,556$3.49M0.3%+10,85913F-HRTimeline
Kingsview Wealth Management, LLC18,510$3.48M0.07%-28,32513F-HRTimeline
St. Louis Trust Co18,368$3.46M0.5%-65013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC18,127$3.41M0.11%+6,97313F-HRTimeline
LANARK FINANCIAL, INC.18,088$3.4M0.29%+18,07113F-HRTimeline
Aaron Wealth Advisors LLC17,929$3.37M0.39%-2,74813F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC17,852$3.36M0.08%+3,05913F-HRTimelineGroup
Goodman Financial Corp17,805$3.35M0.72%013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding18,247$3.35M+217Timeline
ANCHOR CAPITAL ADVISORS LLC17,753$3.34M0.1%-24,42513F-HRTimeline
Winthrop Advisory Group LLC17,606$3.31M0.4%+14913F-HRTimeline
Mainstream Capital Management LLC17,544$3.3M2.62%-1,14213F-HRTimeline
2UniFi Bank16,732$3.25M2.1%+1,10713F-HRTimeline
Dodge & Cox17,100$3.22M<0.01%013F-HRTimeline
Caliber Wealth Management, LLC / KS17,062$3.21M0.44%13F-HRTimeline
Icon Wealth Advisors, LLC17,032$3.2M0.26%+2,76513F-HRTimeline
Geneos Wealth Management Inc.17,004$3.2M0.05%+10,96913F-HRTimeline
Aprio Wealth Management, LLC16,914$3.18M0.4%-8113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding16,568$3.12M-1,268Timeline
Quadcap Wealth Management, LLC16,448$3.09M0.45%-78913F-HRTimeline
SOA Wealth Advisors, LLC.16,445$3.09M0.65%-6013F-HRTimeline
Avior Wealth Management, LLC16,349$3.08M0.12%-57413F-HRTimeline
Opes Wealth Management LLC16,314$3.07M0.62%013F-HRTimeline
DONALD SMITH & CO., INC.in group DONALD SMITH & CO., INC.16,300$3.07M0.08%-1,50013F-HRTimelineGroup
Glenview Trust Co16,216$3.05M0.06%+29013F-HR/ATimeline
Grove Bank & Trust15,993$3.01M0.4%-10513F-HRTimeline
Topel & Distasi Wealth Management, LLC15,983$3.01M1.4%-27413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC15,954$3M0.07%+2113F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC15,943$3M0.47%013F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC15,870$2.99M0.08%+6,43313F-HRTimelineGroup
Affinity Capital Advisors, LLC16,877$2.97M0.59%-3813F-HRTimeline
Ethos Financial Group, LLC15,812$2.97M0.28%+9,74313F-HRTimeline
ARVEST INVESTMENTS, INC.15,785$2.97M0.47%+92313F-HRTimeline
Western Wealth Management, LLC15,759$2.97M0.2%-10313F-HRTimeline
Rinkey Investments15,678$2.95M0.93%-2,16313F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC15,649$2.94M0.05%+35613F-HRTimeline
Colorado Capital Management, Inc.15,629$2.94M1.37%013F-HRTimeline
Game Plan Financial Advisors, LLC15,630$2.94M1.43%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC15,580$2.93M0.38%-5713F-HRTimeline
Provenance Wealth Advisors, LLC15,481$2.91M0.42%-65713F-HRTimeline
Argent Trust Co15,453$2.91M0.12%-1,22913F-HRTimeline
Diamond Hill Capital Management, LLC (I…15,445$2.91M0.01%-97,04113F-HRTimeline
Cornerstone Wealth Advisors, Inc.15,363$2.89M0.8%-30013F-HRTimeline
NTV Asset Management LLC15,285$2.88M0.38%+14413F-HRTimeline
IFP Advisors, Inc15,206$2.86M0.09%-3,97113F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC15,188$2.86M0.03%013F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC15,464$2.84M0.03%-28,40213F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/15,061$2.83M<0.01%-4,78613F-HRTimeline
Procyon Advisors, LLC15,027$2.83M0.17%-29213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,018$2.83M0.16%-5,56413F-HRTimelineGroup
Verdence Capital Advisors LLC14,907$2.8M0.21%+30213F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC14,881$2.8M1.1%-9813F-HRTimeline
Accredited Investors Inc.14,847$2.79M0.17%+64313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT14,830$2.79M0.08%+8,62613F-HRTimeline
Flywheel Private Wealth LLC14,829$2.79M2.54%-35313F-HRTimeline
Lion Street Advisors, LLC14,714$2.77M0.88%+1,50013F-HRTimeline
Pathway Financial Advisors LLC14,681$2.76M0.5%+2713F-HRTimeline
OARSMAN CAPITAL, INC.14,587$2.74M0.49%-5,62613F-HRTimeline
Clientfirst Wealth Management, LLC14,479$2.72M3.09%-113F-HRTimeline
Ironsides Asset Advisors, LLC14,434$2.72M0.8%-513F-HRTimeline
TOWNSQUARE CAPITAL LLC14,375$2.7M0.03%+2,68613F-HRTimeline
Evanson Asset Management, LLC14,333$2.7M0.19%+83913F-HRTimeline
Grant Street Asset Management, Inc.14,306$2.69M0.66%-3813F-HRTimeline
Autumn Glory Partners, LLC14,259$2.68M1.33%-29413F-HRTimeline
Ascent Wealth Partners, LLC14,235$2.68M0.36%-4513F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC14,136$2.66M0.21%+50713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC14,114$2.66M0.38%-10413F-HRTimeline
COURIER CAPITAL LLC14,010$2.64M0.17%+5,25813F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …13,976$2.63M0.21%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP13,933$2.62M0.04%-1,03713F-HRTimelineGroup
GFS Advisors, LLC13,864$2.61M0.52%-1,52713F-HRTimeline
New Age Alpha Advisors, LLC13,773$2.59M0.12%+5,71313F-HRTimeline
GAMMA Investing LLC13,744$2.59M0.19%+41213F-HR/ATimeline
Bryn Mawr Trust Advisors, LLC13,540$2.55M0.15%-4,11713F-HRTimeline
Founders Financial Alliance, LLC13,521$2.54M0.62%-62513F-HRTimeline
Joel Isaacson & Co., LLC13,503$2.54M0.12%+72713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp13,453$2.53M0.12%+4,02813F-HRTimelineGroup
Ironwood Investment Counsel, LLC13,353$2.51M0.43%-4713F-HRTimeline
Q3 Asset Management13,276$2.5M1.71%new13F-HRTimeline
Gilliland Jeter Wealth Management LLC13,258$2.49M0.88%+38713F-HRTimeline
WCG Wealth Advisors LLC13,217$2.49M0.19%-15613F-HR/ATimeline
PRECEDENT WEALTH PARTNERS, LLC13,204$2.48M0.69%-20113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,198$2.48M0.06%+3,76613F-HRTimelineGroup
FORTRESS FINANCIAL GROUP, LLC13,150$2.47M2.47%+4513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.13,128$2.47M0.2%-47813F-HRTimeline
B. Riley Wealth Advisors, Inc.13,112$2.47M0.07%+3,51913F-HRTimeline
Secure Asset Management, LLC12,927$2.43M0.49%+9,13013F-HRTimeline
W ADVISORS, LLC12,704$2.39M1.5%-3,16613F-HRTimeline
Allegheny Financial Group12,656$2.38M0.61%+52913F-HRTimeline
BigSur Wealth Management LLC12,601$2.37M0.64%013F-HRTimeline
Heck Capital Advisors, LLC12,545$2.36M0.27%+4,51413F-HRTimeline
STAR Financial Bank12,500$2.35M1.72%-4,53813F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC12,335$2.32M0.13%-7013F-HRTimeline
PRIVATE TRUST CO NA12,330$2.32M0.24%-1,00413F-HRTimeline
Composition Wealth, LLC12,326$2.32M0.05%+6,54613F-HRTimeline
Atlas Brown,Inc.12,299$2.31M0.81%-4013F-HRTimeline
Evercore Wealth Management, LLC12,233$2.3M0.04%-5413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.12,183$2.29M0.45%+1,63513F-HRTimeline
Dynamic Financial Group12,167$2.29M2.29%+613F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC12,148$2.29M0.18%-46913F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)12,000$2.26M0.02%-2,00013F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…11,969$2.25M0.14%13F-HRTimeline
Baron Financial Group, LLC11,904$2.24M1.41%-21513F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…11,782$2.22M0.67%-6,19513F-HRTimelineGroup
Focus Financial Network, Inc.11,766$2.21M0.09%+5,35313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,502$2.16M0.06%-4,53913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…11,451$2.15M0.21%013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP11,427$2.15M0.03%013F-HRTimeline
Wealth Dimensions Group, Ltd.11,344$2.13M0.51%-3213F-HRTimeline
Intrepid Financial Planning Group LLC11,330$2.13M0.99%-57413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,246$2.12M0.16%+8,20013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC11,225$2.11M0.07%+1,33013F-HRTimeline
Northeast Financial Consultants Inc11,205$2.11M0.09%-36613F-HRTimeline
SilverOak Wealth Management LLC11,184$2.1M0.46%+17913F-HRTimeline
Custos Family Office, LLC11,127$2.09M0.74%-28113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO11,075$2.08M0.04%+99513F-HRTimeline
GRIES FINANCIAL LLC11,047$2.08M0.4%-713F-HRTimeline
Ellevest, Inc.11,038$2.08M0.14%+65913F-HRTimeline
Centerpoint Advisory Group10,980$2.07M2.03%+32513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO10,860$2.04M0.49%-1013F-HRTimeline
Adero Partners, LLC10,795$2.03M0.13%+1,34813F-HRTimeline
Eldridge Investment Advisors, Inc.10,793$2.03M0.47%+55113F-HRTimeline
CGN Advisors LLC10,753$2.02M0.2%-6713F-HRTimeline
SAPIENT CAPITAL LLC10,727$2.02M0.04%+1,10613F-HRTimeline
FAS Wealth Partners, Inc.10,645$2M0.16%-14013F-HRTimeline
First Western Trust Bank10,641$2M0.1%-24213F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC10,618$2M0.27%013F-HRTimeline
CJM Wealth Advisers, Ltd.10,597$1.99M0.7%013F-HRTimeline
Bond & Devick Financial Network, Inc.10,592$1.99M0.72%+6313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC10,510$1.98M0.15%-16313F-HRTimeline
Dentgroup LLC10,503$1.98M1.48%new13F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC10,489$1.97M0.04%013F-HRTimelineGroup
Avantax Planning Partners, Inc.10,410$1.96M0.07%-14113F-HRTimeline
WestHill Financial Advisors, Inc.10,408$1.96M0.45%-11213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,379$1.95M0.07%+4,36713F-HRTimeline
InvesTrust10,272$1.93M0.53%-1,13913F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD10,254$1.93M<0.01%-46,77813F-HR/ATimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…10,222$1.92M0.68%-11713F-HRTimeline
jvl associates llc10,211$1.92M0.78%013F-HRTimeline
Verus Financial Partners, Inc.10,733$1.91M0.22%+113F-HRTimeline
AE Wealth Management LLC10,122$1.9M0.02%+94813F-HRTimeline
Insight Inv LLC10,117$1.9M1.31%+28313F-HRTimeline
Affiance Financial, LLC10,096$1.9M0.44%-30913F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,091$1.9M0.06%-99013F-HRTimeline
Capital World Investors10,168$1.89M<0.01%-4,81613F-HRTimeline
BBR PARTNERS, LLC10,056$1.89M0.13%013F-HRTimeline
LEE DANNER & BASS INC10,049$1.89M0.15%-13313F-HRTimeline
PINNACLE ASSOCIATES LTD10,033$1.89M0.03%+14113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,981$1.88M0.03%-11013F-HRTimelineGroup
Farther Finance Advisors, LLC9,817$1.84M0.05%+2,49613F-HRTimeline
ELEMENT POINTE ADVISORS, LLC9,766$1.84M0.45%013F-HRTimeline
WEDBUSH SECURITIES INC9,748$1.83M0.07%-19813F-HRTimeline
Summit Financial Strategies, Inc.9,653$1.82M0.18%013F-HRTimeline
Glass Jacobson Investment Advisors llc9,805$1.82M0.6%013F-HRTimeline
Quotient Wealth Partners, LLC9,563$1.8M0.06%-5613F-HRTimeline
STEPH & CO9,561$1.8M0.65%-1213F-HRTimeline
Cyndeo Wealth Partners, LLC9,440$1.78M0.12%+5,00713F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC9,336$1.76M0.41%+3513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC9,311$1.75M0.03%+6,95613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV9,204$1.73M0.54%-29513F-HRTimeline
SAX WEALTH ADVISORS, LLC9,169$1.73M0.12%+1,25713F-HRTimeline