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Disclosery

IWD ISHARES TR

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ETF (fund)

1,719 managers (1,742 13F filers) reported a position in IWD shares at 2025-06-30, 258,182,053 shares in all. 111 filers opened a position and 89 filers sold out during the quarter.

Managers
1,719
13F filers
1,742
New
111
Added
587
Reduced
579
Sold out
89
Shares held by filers
258,182,053

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SMITH, MOORE & CO.21,103$4.1M0.34%+1,40713F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC20,967$4.07M0.1%+5,09713F-HRTimelineGroup
EQUITABLE TRUST CO20,779$4.04M0.2%013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC20,704$4.02M3.27%+42513F-HRTimeline
Glenview Trust Co20,671$4.01M0.07%+4,45513F-HRTimeline
Holistic Financial Partners20,537$3.99M1.75%-18613F-HRTimeline
Stillwater Capital Advisors, LLC20,475$3.98M0.51%-3413F-HRTimeline
Watts Gwilliam & Co., LLC19,579$3.98M0.65%-32813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding20,466$3.98M+484Timeline
Tandem Financial, LLC20,453$3.97M3.73%-17,05113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA20,050$3.89M0.18%-35,95513F-HRTimeline
McKinley Carter Wealth Services, Inc.20,048$3.89M0.22%-51013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC19,770$3.88M0.7%-46313F-HRTimeline
D.A. DAVIDSON & CO.19,945$3.87M0.03%-1,72913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO19,905$3.87M0.97%13F-HRTimeline
Qube Research & Technologies Ltd19,806$3.85M0.01%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC19,753$3.84M0.29%-1713F-HRTimeline
WEALTHSPAN PARTNERS, LLC19,744$3.83M1.59%-77413F-HRTimeline
Serenus Wealth Advisors, LLC19,737$3.83M0.65%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC19,695$3.83M0.77%013F-HRTimeline
Acropolis Investment Management, LLC19,692$3.82M0.21%-8013F-HRTimeline
Argyle Capital Partners, LLC19,683$3.82M3.15%+91713F-HRTimeline
Atria Wealth Solutions, Inc.19,651$3.82M0.09%-80,97313F-HRTimeline
Resurgent Financial Advisors LLC19,642$3.82M2.09%-1,44213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC19,586$3.8M0.34%+3813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding19,515$3.79M+110Timeline
2UniFi Bank19,463$3.78M2.15%+2,73113F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.19,549$3.77M3.11%+27913F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding19,387$3.76M+1,140Timeline
Foundation Wealth Management, LLC\PA19,092$3.71M1.6%+15713F-HRTimeline
DIXON FNANCIAL SERVICES, INC.18,930$3.68M1.86%013F-HRTimeline
Winthrop Advisory Group LLC18,835$3.66M0.35%+1,22913F-HRTimeline
TRUE Private Wealth Advisors18,821$3.66M0.41%-124,85513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC18,794$3.65M0.39%-14313F-HRTimeline
SAGE FINANCIAL GROUP INC18,648$3.62M0.27%-4,66313F-HRTimeline
DRW Securities, LLC18,556$3.6M0.25%013F-HRTimeline
St. Louis Trust Co18,368$3.57M0.48%013F-HRTimeline
Opes Wealth Management LLC18,364$3.57M0.63%+2,05013F-HRTimeline
Busey Bank18,288$3.55M0.11%-33513F-HRTimeline
LANARK FINANCIAL, INC.18,178$3.53M0.29%+9013F-HRTimeline
Kingsview Wealth Management, LLC17,939$3.48M0.06%-57113F-HRTimeline
Aaron Wealth Advisors LLC17,929$3.48M0.36%013F-HRTimeline
Premier Path Wealth Partners, LLC17,884$3.47M0.48%-2,36513F-HRTimeline
Goodman Financial Corp17,805$3.46M0.69%013F-HRTimeline
Quantum Portfolio Management LLC17,797$3.46M1.65%-1,36713F-HRTimeline
IFP Advisors, Inc17,682$3.43M0.1%+2,47613F-HRTimeline
BG Investment Services, LLC17,410$3.43M4.29%-8,14613F-HRTimeline
Caliber Wealth Management, LLC / KS17,425$3.38M0.36%+36313F-HRTimeline
Merit Financial Group, LLC17,342$3.37M0.04%-2,78413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…17,279$3.36M0.09%+71113F-HRTimelineGroup
Mainstream Capital Management LLC17,251$3.35M2.44%-29313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.17,140$3.33M0.57%+4,95713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding17,079$3.32M-19,354Timeline
Icon Wealth Advisors, LLC17,052$3.31M0.24%+2013F-HRTimeline
ARVEST INVESTMENTS, INC.17,035$3.31M0.5%+1,25013F-HRTimeline
Aprio Wealth Management, LLC16,920$3.29M0.37%+613F-HRTimeline
Affinity Capital Advisors, LLC16,769$3.26M0.56%-10813F-HRTimeline
Destiny Wealth Partners, LLC16,767$3.26M0.44%new13F-HRTimeline
Azimuth Capital Investment Management L…16,413$3.19M0.12%-6,20013F-HRTimeline
Quadcap Wealth Management, LLC16,405$3.19M0.4%-4313F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC16,382$3.18M0.05%+73313F-HRTimeline
DONALD SMITH & CO., INC.in group DONALD SMITH & CO., INC.16,300$3.17M0.07%013F-HRTimelineGroup
Avior Wealth Management, LLC16,203$3.15M0.11%-14613F-HRTimeline
Dana Investment Advisors, Inc.16,146$3.14M0.1%+9,58913F-HRTimeline
Argent Trust Co16,066$3.12M0.12%+61313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC15,943$3.1M0.43%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC15,929$3.09M0.06%-2513F-HRTimelineGroup
SOA Wealth Advisors, LLC.15,868$3.08M0.58%-57713F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC15,787$3.07M0.06%-2,06513F-HRTimelineGroup
Grove Bank & Trust15,741$3.06M0.38%-25213F-HRTimeline
Procyon Advisors, LLC15,727$3.05M0.29%+70013F-HRTimeline
Colorado Capital Management, Inc.15,629$3.04M1.3%013F-HRTimeline
Game Plan Financial Advisors, LLC15,630$3.04M1.33%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC15,593$3.03M0.09%-2,53413F-HRTimeline
Topel & Distasi Wealth Management, LLC15,555$3.02M1.58%-42813F-HRTimeline
Western Wealth Management, LLC15,538$3.02M0.18%-22113F-HRTimeline
NTV Asset Management LLC15,285$2.97M0.35%013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC15,188$2.95M0.03%013F-HRTimelineGroup
GAMMA Investing LLC15,145$2.94M0.19%+1,40113F-HRTimeline
New Age Alpha Advisors, LLC15,104$2.93M0.13%+1,33113F-HRTimeline
EPG Wealth Management LLC15,059$2.92M0.88%-3,78313F-HRTimeline
Rinkey Investments14,973$2.91M0.87%-70513F-HRTimeline
OARSMAN CAPITAL, INC.14,888$2.89M0.45%+30113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC14,830$2.88M1.05%-5113F-HRTimeline
Lion Street Advisors, LLC14,716$2.86M0.87%+213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14,684$2.85M0.01%-253,60713F-HRTimelineGroup
Pure Financial Advisors, LLC14,680$2.85M0.05%+6,36313F-HRTimeline
Pathway Financial Advisors LLC14,660$2.85M0.42%-2113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC14,587$2.83M0.35%-99313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO14,557$2.83M0.05%+3,48213F-HRTimeline
GREAT LAKES ADVISORS, LLC14,554$2.83M0.02%-91013F-HRTimeline
Accredited Investors Inc.14,547$2.83M0.17%-30013F-HRTimeline
Clientfirst Wealth Management, LLC14,479$2.81M2.87%013F-HRTimeline
Ascent Wealth Partners, LLC14,466$2.81M0.35%+23113F-HRTimeline
Ironsides Asset Advisors, LLC14,434$2.8M0.81%013F-HRTimeline
TWO SIGMA SECURITIES, LLC14,431$2.8M0.35%new13F-HRTimeline
Atria Investments, Inc14,419$2.8M0.03%-5,95713F-HRTimeline
Summit Trail Advisors, LLC14,396$2.8M0.05%new13F-HRTimeline
Cornerstone Wealth Advisors, Inc.14,376$2.79M0.72%-98713F-HRTimeline
Evanson Asset Management, LLC14,328$2.78M0.17%-513F-HRTimeline
Flywheel Private Wealth LLC14,315$2.78M2.23%-51413F-HRTimeline
Bryn Mawr Trust Advisors, LLC14,315$2.78M0.15%+77513F-HRTimeline
STAR Financial Bank14,284$2.77M1.76%+1,78413F-HRTimeline
Verdence Capital Advisors LLC14,244$2.77M0.19%-66313F-HRTimeline
Autumn Glory Partners, LLC14,228$2.76M1.29%-3113F-HRTimeline
COURIER CAPITAL LLC13,979$2.72M0.16%-3113F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …13,976$2.71M0.21%013F-HRTimeline
RWA WEALTH PARTNERS, LLC13,926$2.7M0.03%-62,27913F-HRTimeline
SIG BROKERAGE, LP13,889$2.7M0.74%new13F-HRTimeline
J2 Capital Management Inc13,825$2.69M2.14%new13F-HRTimeline
BEAM WEALTH ADVISORS, INC.13,625$2.65M0.79%new13F-HRTimeline
American Trust13,588$2.64M0.25%-14,49013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC13,582$2.64M0.34%-53213F-HRTimeline
Joel Isaacson & Co., LLC13,542$2.63M0.11%+3913F-HRTimeline
Diamond Hill Capital Management, LLC (I…13,532$2.63M0.01%-1,91313F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC13,498$2.62M0.19%-63813F-HRTimeline
Gilliland Jeter Wealth Management LLC13,432$2.61M0.85%+17413F-HRTimeline
Vise Technologies, Inc.13,379$2.6M0.11%13F-HRTimeline
Summa Corp.13,379$2.6M1.35%new13F-HRTimeline
Ironwood Investment Counsel, LLC13,353$2.59M0.4%013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC13,204$2.56M0.63%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.13,120$2.55M0.2%-813F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC12,972$2.52M0.86%-13,30113F-HRTimeline
GFS Advisors, LLC12,909$2.51M0.34%-95513F-HRTimeline
Focus Financial Network, Inc.12,844$2.49M0.1%+1,07813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,822$2.49M0.06%+1,32013F-HRTimeline
Grant Street Asset Management, Inc.12,804$2.49M0.56%-1,50213F-HRTimeline
Founders Financial Alliance, LLC12,758$2.48M0.56%-76313F-HRTimeline
WCG Wealth Advisors LLC12,689$2.46M0.16%-52813F-HRTimeline
Dentgroup LLC12,622$2.45M1.7%+2,11913F-HRTimeline
BigSur Wealth Management LLC12,601$2.45M0.62%013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC12,553$2.44M2.07%-59713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP12,375$2.4M0.04%-1,55813F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC12,215$2.37M0.13%-12013F-HRTimeline
Allegheny Financial Group12,199$2.37M0.53%-45713F-HRTimeline
JFG Wealth Management, LLC12,165$2.36M0.49%+5,36113F-HRTimeline
Dynamic Financial Group12,157$2.36M2.28%-1013F-HRTimeline
Atlas Brown,Inc.12,150$2.36M0.76%-14913F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)12,000$2.33M0.02%013F-HRTimelineGroup
Evercore Wealth Management, LLC11,983$2.33M0.04%-25013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC11,875$2.31M0.16%-27313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp11,824$2.3M0.1%-1,62913F-HRTimelineGroup
Baron Financial Group, LLC11,779$2.29M1.34%-12513F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC11,774$2.29M0.75%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…11,762$2.28M0.12%-20713F-HRTimeline
Clarion Wealth Managment Partners, LLC11,517$2.24M2.45%13F-HRTimeline
Farther Finance Advisors, LLC11,389$2.21M0.04%+1,57213F-HRTimeline
Intrepid Financial Planning Group LLC11,324$2.2M0.92%-613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC11,270$2.19M0.06%+4513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…11,233$2.18M0.2%-21813F-HRTimelineGroup
Northeast Financial Consultants Inc11,205$2.18M0.09%013F-HRTimeline
SilverOak Wealth Management LLC11,184$2.17M0.41%013F-HRTimeline
Wealth Dimensions Group, Ltd.11,177$2.17M0.48%-16713F-HRTimeline
GRIES FINANCIAL LLC11,108$2.16M0.39%+6113F-HRTimeline
CGN Advisors LLC11,047$2.15M0.19%+29413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP10,925$2.12M0.03%-50213F-HRTimeline
FAS Wealth Partners, Inc.10,922$2.12M0.16%+27713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,920$2.12M0.03%+93913F-HRTimelineGroup
Manchester Capital Management LLC10,885$2.11M0.28%-19,69813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO10,860$2.11M0.47%013F-HRTimeline
Verus Financial Partners, Inc.10,734$2.11M0.21%+113F-HRTimeline
AE Wealth Management LLC10,843$2.11M0.02%+72113F-HRTimeline
Eldridge Investment Advisors, Inc.10,793$2.1M0.44%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,792$2.1M0.14%-45413F-HRTimeline
HMS Capital Management, LLC10,773$2.09M0.94%-12,47713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC10,618$2.06M0.25%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.10,604$2.06M0.23%+2,99713F-HRTimeline
CJM Wealth Advisers, Ltd.10,597$2.06M0.68%013F-HRTimeline
Bond & Devick Financial Network, Inc.10,592$2.06M0.68%013F-HRTimeline
Almanack Investment Partners, LLC.10,498$2.04M0.32%+3,58013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC10,489$2.04M0.03%013F-HRTimelineGroup
Avantax Planning Partners, Inc.10,410$2.02M0.06%013F-HRTimeline
Custos Family Office, LLC10,399$2.02M0.64%-72813F-HRTimeline
InvesTrust10,331$2.01M0.77%+5913F-HRTimeline
WestHill Financial Advisors, Inc.10,326$2.01M0.43%-8213F-HRTimeline
BBR PARTNERS, LLC10,276$2M0.12%+22013F-HRTimeline
Affiance Financial, LLC10,247$1.99M0.4%+15113F-HRTimeline
jvl associates llc10,211$1.98M0.71%013F-HRTimeline
PRIVATE TRUST CO NA10,198$1.98M0.19%-2,13213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC10,165$1.97M0.14%-34513F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,150$1.97M0.06%+5913F-HRTimeline
Insight Inv LLC10,117$1.97M1.32%013F-HRTimeline
STEPH & CO10,116$1.96M0.64%+55513F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC10,087$1.96M0.36%+5,33113F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…10,058$1.95M0.64%-16413F-HRTimeline
Florida Trust Wealth Management Co10,033$1.95M0.06%+1,36113F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC10,013$1.94M0.23%+1,14213F-HRTimeline
LEE DANNER & BASS INC9,999$1.94M0.15%-5013F-HRTimeline
SAPIENT CAPITAL LLC9,959$1.93M0.03%-76813F-HRTimeline
First Western Trust Bank9,953$1.93M0.09%-68813F-HRTimeline
PINNACLE ASSOCIATES LTD9,859$1.91M0.03%-17413F-HRTimeline
Cyndeo Wealth Partners, LLC9,770$1.9M0.11%+33013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC9,766$1.9M0.46%013F-HRTimeline
Summit Financial Strategies, Inc.9,669$1.88M0.17%+1613F-HRTimeline
WEDBUSH SECURITIES INC9,599$1.86M0.07%-14913F-HRTimeline
Centerpoint Advisory Group9,537$1.85M1.61%-1,44313F-HRTimeline
Quotient Wealth Partners, LLC9,522$1.85M0.05%-4113F-HRTimeline
TOWNSQUARE CAPITAL LLC9,458$1.84M0.18%-4,91713F-HRTimeline
SAX WEALTH ADVISORS, LLC9,447$1.83M0.11%+27813F-HRTimeline
Glass Jacobson Investment Advisors llc9,317$1.81M0.7%-48813F-HRTimeline