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Disclosery

IWD ISHARES TR

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ETF (fund)

1,736 managers (1,757 13F filers) reported a position in IWD shares at 2025-09-30, 255,073,325 shares in all. 94 filers opened a position and 65 filers sold out during the quarter.

Managers
1,736
13F filers
1,757
New
94
Added
554
Reduced
622
Sold out
65
Shares held by filers
255,073,325

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
W ADVISORS, LLC19,945$4.06M2.14%-1,95913F-HRTimeline
1900 WEALTH MANAGEMENT LLC19,753$4.02M0.27%013F-HRTimeline
McKinley Carter Wealth Services, Inc.19,705$4.01M0.21%-34313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding19,685$4.01M+170Timeline
Watts Gwilliam & Co., LLC19,616$3.99M0.65%+3713F-HRTimeline
D.A. DAVIDSON & CO.19,547$3.98M0.03%-39813F-HRTimeline
Serenus Wealth Advisors, LLC19,537$3.98M0.68%-20013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC19,524$3.97M0.33%-6213F-HRTimeline
Vestmark Advisory Solutions, Inc.19,471$3.96M0.08%+12,51613F-HRTimeline
2UniFi Bank19,468$3.96M1.98%+513F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding19,392$3.95M+5Timeline
WEALTHSPAN PARTNERS, LLC19,382$3.95M1.52%-36213F-HRTimeline
Argyle Capital Partners, LLC19,310$3.93M2.82%-37313F-HRTimeline
Smartleaf Asset Management LLC19,336$3.93M0.24%+15,75913F-HRTimeline
Farther Finance Advisors, LLC19,208$3.91M0.06%+7,81913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC19,152$3.9M0.62%-61813F-HRTimeline
DIXON FNANCIAL SERVICES, INC.18,930$3.85M1.76%013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC18,923$3.85M0.05%+16,02013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC18,825$3.83M0.37%+3113F-HRTimeline
My Personal CFO, LLC18,811$3.83M1.48%new13F-HRTimeline
Foundation Wealth Management, LLC\PA18,811$3.83M1.48%-28113F-HRTimeline
Acropolis Investment Management, LLC19,692$3.82M0.19%013F-HRTimeline
Simplicity Wealth,LLC18,724$3.81M0.22%-14,35513F-HRTimeline
Caprock Group, LLC18,862$3.8M0.09%13F-HRTimeline
SAGE FINANCIAL GROUP INC18,663$3.8M0.26%+1513F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.18,581$3.78M0.03%-5,25013F-HRTimeline
Ironwood Investment Counsel, LLC18,542$3.78M0.55%+5,18913F-HRTimeline
Kingsview Wealth Management, LLC18,497$3.77M0.06%+55813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC18,395$3.75M0.67%-1,30013F-HRTimeline
St. Louis Trust Co18,368$3.74M0.47%013F-HRTimeline
Busey Bank18,305$3.73M0.1%+1713F-HRTimeline
LANARK FINANCIAL, INC.18,262$3.72M0.29%+8413F-HRTimeline
TRUE Private Wealth Advisors18,236$3.71M0.38%-58513F-HRTimeline
Resurgent Financial Advisors LLC18,204$3.71M1.82%-1,43813F-HRTimeline
Aaron Wealth Advisors LLC17,929$3.65M0.22%013F-HRTimeline
BEAM WEALTH ADVISORS, INC.17,852$3.63M0.99%+4,22713F-HRTimeline
Goodman Financial Corp17,805$3.62M0.71%013F-HRTimeline
Icon Wealth Advisors, LLC17,431$3.55M0.24%+37913F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.17,388$3.54M0.54%+24813F-HRTimeline
Magnus Financial Group LLC17,338$3.53M0.28%-4,38213F-HRTimeline
Merit Financial Group, LLC16,948$3.45M0.03%-39413F-HR/ATimeline
Aprio Wealth Management, LLC16,932$3.45M0.34%+1213F-HRTimeline
One Capital Management, LLC16,911$3.44M0.11%-6,39413F-HRTimeline
GREAT LAKES ADVISORS, LLC16,899$3.44M0.03%+2,34513F-HRTimeline
RWA WEALTH PARTNERS, LLC16,883$3.44M0.04%+2,95713F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA16,669$3.39M0.14%-3,38113F-HRTimeline
Affinity Capital Advisors, LLC16,574$3.38M0.52%-19513F-HRTimeline
Mainstream Capital Management LLC16,594$3.38M2.25%-65713F-HRTimeline
Avior Wealth Management, LLC16,480$3.36M0.11%+27713F-HRTimeline
Premier Path Wealth Partners, LLC16,448$3.35M0.43%-1,43613F-HRTimeline
Dana Investment Advisors, Inc.16,413$3.34M0.1%+26713F-HRTimeline
Azimuth Capital Investment Management L…16,413$3.34M0.12%013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC16,382$3.33M0.05%013F-HRTimeline
Caliber Wealth Management, LLC / KS16,334$3.33M0.37%-1,09113F-HRTimeline
Opes Wealth Management LLC16,314$3.32M0.58%-2,05013F-HRTimeline
DONALD SMITH & CO., INC.in group DONALD SMITH & CO., INC.16,300$3.32M0.07%013F-HRTimelineGroup
Grove Bank & Trust16,196$3.3M0.39%+45513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,945$3.25M0.08%-1,33413F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC15,943$3.25M0.41%013F-HRTimeline
Procyon Advisors, LLC15,712$3.2M0.19%-1513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC15,680$3.19M0.06%-24913F-HRTimelineGroup
Game Plan Financial Advisors, LLC15,630$3.18M1.32%013F-HRTimeline
Western Wealth Management, LLC15,609$3.18M0.17%+7113F-HRTimeline
Quadcap Wealth Management, LLC15,606$3.18M0.38%-79913F-HRTimeline
GAMMA Investing LLC15,561$3.17M0.17%+41613F-HRTimeline
Topel & Distasi Wealth Management, LLC15,514$3.16M1.56%-4113F-HRTimeline
NTV Asset Management LLC15,490$3.15M0.34%+20513F-HRTimeline
Colorado Capital Management, Inc.15,404$3.14M1.21%-22513F-HRTimeline
BG Investment Services, LLC15,322$3.12M3.08%-2,08813F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC15,188$3.09M0.03%013F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC15,062$3.07M0.09%-53113F-HRTimeline
SOA Wealth Advisors, LLC.14,860$3.03M0.52%-1,00813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management14,826$3.02M0.01%new13F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC14,814$3.02M<0.01%+14,59913F-HRTimeline
Summit Trail Advisors, LLC14,801$3.01M0.04%+40513F-HRTimeline
Pathway Financial Advisors LLC14,660$2.98M0.4%013F-HRTimeline
Rinkey Investments14,649$2.98M0.79%-32413F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC14,557$2.96M1%-27313F-HRTimeline
Accredited Investors Inc.14,486$2.95M0.16%-6113F-HRTimeline
Clientfirst Wealth Management, LLC14,479$2.95M2.36%013F-HRTimeline
Verdence Capital Advisors LLC14,173$2.94M0.17%-7113F-HRTimeline
Ironsides Asset Advisors, LLC14,434$2.94M0.76%013F-HRTimeline
EPG Wealth Management LLC14,393$2.93M0.81%-66613F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC14,356$2.92M0.08%-9,32313F-HRTimeline
Evanson Asset Management, LLC14,329$2.92M0.16%+113F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC14,311$2.91M0.83%+2,53713F-HRTimeline
Destiny Wealth Partners, LLC14,293$2.91M0.36%-2,47413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO14,269$2.91M0.04%-28813F-HRTimeline
Autumn Glory Partners, LLC14,259$2.9M1.19%+3113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC14,211$2.89M0.33%-37613F-HRTimeline
Flywheel Private Wealth LLC14,188$2.89M2.26%-12713F-HRTimeline
Ascent Wealth Partners, LLC14,167$2.88M0.33%-29913F-HRTimeline
Joel Isaacson & Co., LLC14,110$2.87M0.1%+56813F-HRTimeline
Cornerstone Wealth Advisors, Inc.14,023$2.85M0.69%-35313F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …13,976$2.85M0.21%013F-HRTimeline
Pure Financial Advisors, LLC13,900$2.83M0.05%-78013F-HRTimeline
SIG BROKERAGE, LP13,889$2.83M0.71%013F-HRTimeline
Gilliland Jeter Wealth Management LLC13,846$2.82M0.87%+41413F-HRTimeline
COURIER CAPITAL LLC13,824$2.81M0.16%-15513F-HRTimeline
STAR Financial Bank13,654$2.78M1.64%-63013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.13,596$2.77M0.2%+47613F-HRTimeline
J2 Capital Management Inc13,586$2.77M2.08%-23913F-HRTimeline
Montis Financial, LLC13,576$2.76M0.64%+12,16513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC13,574$2.76M0.32%-813F-HRTimeline
Dynamic Advisor Solutions LLC13,539$2.76M0.08%-19,23313F-HRTimeline
MGO ONE SEVEN LLC13,533$2.76M0.06%+6,60313F-HRTimeline
Summa Corp.13,379$2.72M1.2%013F-HRTimeline
Argent Trust Co13,253$2.7M0.1%-2,81313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,189$2.69M0.06%+36713F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC13,148$2.68M0.19%-35013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC13,136$2.67M0.59%-6813F-HRTimeline
ARVEST INVESTMENTS, INC.12,932$2.63M0.38%-4,10313F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC12,915$2.63M0.81%-5713F-HRTimeline
Focus Financial Network, Inc.12,882$2.62M0.09%+3813F-HRTimeline
GFS Advisors, LLC12,792$2.6M0.33%-11713F-HRTimeline
Grant Street Asset Management, Inc.12,751$2.6M0.55%-5313F-HRTimeline
Dentgroup LLC12,693$2.58M1.67%+7113F-HRTimeline
Fisher Asset Management, LLC12,580$2.56M<0.01%+9,57613F-HRTimeline
Dynamic Financial Group12,524$2.55M2.21%+36713F-HRTimeline
WCG Wealth Advisors LLC12,522$2.55M0.16%-16713F-HRTimeline
BigSur Wealth Management LLC12,395$2.52M0.62%-20613F-HRTimeline
Granite Harbor Advisors, Inc.12,271$2.5M1.05%new13F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC12,267$2.5M1.91%-28613F-HRTimeline
JFG Wealth Management, LLC12,218$2.49M0.49%+5313F-HRTimeline
Allegheny Financial Group12,210$2.49M0.46%+1113F-HRTimeline
Atlas Brown,Inc.12,121$2.47M0.73%-2913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP12,052$2.45M0.03%+1,12713F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC11,900$2.42M0.12%-31513F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC11,875$2.42M0.16%013F-HRTimeline
PRIVATE TRUST CO NA11,862$2.41M0.21%+1,66413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC11,789$2.4M0.06%+51913F-HRTimeline
Secure Asset Management, LLC11,765$2.4M0.4%+7,95613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…11,762$2.39M0.12%013F-HRTimeline
Founders Financial Alliance, LLC11,756$2.39M0.45%-1,00213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,755$2.39M0.08%+4,01113F-HRTimelineGroup
OARSMAN CAPITAL, INC.11,725$2.39M0.33%-3,16313F-HRTimeline
Baron Financial Group, LLC11,611$2.36M1.3%-16813F-HRTimeline
Evercore Wealth Management, LLC11,514$2.34M0.03%-46913F-HRTimeline
Tactive Advisors, LLC11,435$2.33M0.66%+2,46513F-HRTimeline
SAXON INTERESTS, INC.11,529$2.32M0.91%-13,79313F-HRTimeline
Clarion Wealth Managment Partners, LLC11,413$2.32M2.29%-10413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP11,404$2.32M0.03%-97113F-HRTimelineGroup
IFP Advisors, Inc11,335$2.31M0.06%-6,34713F-HR/ATimeline
AE Wealth Management LLC11,328$2.31M0.01%+48513F-HRTimeline
Eagle Strategies LLC11,296$2.3M0.31%+3,74113F-HRTimeline
SilverOak Wealth Management LLC11,234$2.29M0.39%+5013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,229$2.29M0.14%+43713F-HRTimeline
Intrepid Financial Planning Group LLC11,200$2.28M0.87%-12413F-HRTimeline
Advocacy Wealth Management, LLC11,180$2.28M0.1%new13F-HRTimeline
GRIES FINANCIAL LLC11,127$2.27M0.36%+1913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…11,115$2.26M0.2%-11813F-HRTimelineGroup
Q3 Asset Management11,076$2.25M0.77%new13F-HRTimeline
CGN Advisors LLC11,025$2.24M0.18%-2213F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)11,000$2.24M0.02%-1,00013F-HRTimelineGroup
Wealth Dimensions Group, Ltd.10,955$2.23M0.46%-22213F-HRTimeline
Manchester Capital Management LLC10,885$2.22M0.3%013F-HRTimeline
Lion Street Advisors, LLC13,343$2.2M0.76%-1,37313F-HRTimeline
HMS Capital Management, LLC10,772$2.19M0.92%-113F-HRTimeline
WEDBUSH SECURITIES INC10,737$2.19M0.07%+1,13813F-HRTimeline
Verus Financial Partners, Inc.10,735$2.19M0.21%+113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\10,707$2.18M<0.01%-22,31013F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC10,618$2.16M0.22%013F-HRTimeline
CJM Wealth Advisers, Ltd.10,597$2.16M0.66%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,524$2.14M0.03%-39613F-HRTimelineGroup
FAS Wealth Partners, Inc.10,494$2.14M0.14%-42813F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC10,489$2.14M0.03%013F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO10,467$2.13M0.46%-39313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp10,343$2.11M0.1%-1,48113F-HRTimelineGroup
Bond & Devick Financial Network, Inc.10,275$2.09M0.63%-31713F-HRTimeline
WestHill Financial Advisors, Inc.10,262$2.09M0.41%-6413F-HRTimeline
Affiance Financial, LLC10,247$2.09M0.38%013F-HRTimeline
Florida Trust Wealth Management Co10,222$2.08M0.06%+18913F-HRTimeline
Prosperity Consulting Group, LLC10,214$2.08M0.1%+5,01013F-HRTimeline
jvl associates llc10,211$2.08M0.69%013F-HRTimeline
Advisory Resource Group10,193$2.08M0.37%+2,38013F-HRTimeline
BBR PARTNERS, LLC10,159$2.07M0.12%-11713F-HRTimeline
New Age Alpha Advisors, LLC10,094$2.06M0.09%-5,01013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC10,069$2.05M0.44%+30313F-HRTimeline
American Trust10,044$2.04M0.17%-3,54413F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…10,015$2.04M0.67%-4313F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC10,013$2.04M0.24%013F-HRTimeline
LEE DANNER & BASS INC9,999$2.04M0.15%013F-HRTimeline
Avantax Planning Partners, Inc.9,941$2.02M0.06%-46913F-HRTimeline
SAPIENT CAPITAL LLC9,934$2.02M0.03%-2513F-HRTimeline
Cyndeo Wealth Partners, LLC9,771$1.99M0.11%+113F-HRTimeline
Insight Inv LLC9,771$1.99M1.17%-34613F-HRTimeline
Glass Jacobson Investment Advisors llc9,762$1.99M0.72%+44513F-HRTimeline
Summit Financial Strategies, Inc.9,707$1.98M0.17%+3813F-HRTimeline
InvesTrust9,701$1.98M0.72%-63013F-HRTimeline
Quotient Wealth Partners, LLC9,581$1.95M0.05%+5913F-HRTimeline
SAX WEALTH ADVISORS, LLC9,522$1.94M0.1%+7513F-HRTimeline
STEPH & CO9,474$1.93M0.59%-64213F-HRTimeline
TOWNSQUARE CAPITAL LLC9,458$1.93M0.29%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC9,407$1.92M0.13%-75813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,386$1.91M0.13%+1,42313F-HRTimeline
World Investment Advisors9,313$1.9M0.04%+1,06513F-HRTimeline
Geneos Wealth Management Inc.9,238$1.88M0.05%+913F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC9,177$1.87M1.1%+60613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV9,167$1.87M0.51%-5913F-HRTimeline
INVESTED ADVISORS9,919$1.85M2.69%13F-HRTimeline