Skip to content
Disclosery

IWD ISHARES TR

Follow

ETF (fund)

1,890 managers (1,913 13F filers) reported a position in IWD shares at 2025-12-31, 273,513,716 shares in all. 133 filers opened a position and 60 filers sold out during the quarter.

Managers
1,890
13F filers
1,913
New
133
Added
653
Reduced
547
Sold out
60
Shares held by filers
273,513,716

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Cornerstone Advisory, LLC23,496$4.94M0.47%+6513F-HRTimeline
Mill Creek Capital Advisors, LLC23,465$4.94M0.1%-4,56813F-HRTimeline
TPG Financial Advisors, LLC23,333$4.91M1.64%+44013F-HRTimeline
Tanglewood Legacy Advisors, LLC23,320$4.91M1.84%-86313F-HRTimeline
UMB Bank, n.a.23,186$4.88M0.06%+42613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Provenance Wealth Advisors, LLC23,077$4.85M0.54%-1,03113F-HRTimeline
STOCK YARDS BANK & TRUST CO22,910$4.82M0.15%+6713F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…22,851$4.81M0.69%-41613F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding22,815$4.8M+3,130Timeline
Winthrop Advisory Group LLC22,775$4.79M0.41%+1,21113F-HR/ATimeline
M.D. Sass, LLC22,751$4.79M0.38%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp22,743$4.78M0.09%-2,30913F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC22,704$4.78M<0.01%+20,34813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management22,677$4.77M0.16%+1,14013F-HRTimelineGroup
Capital World Investors22,320$4.73M<0.01%+15,26213F-HRTimeline
MONETARY MANAGEMENT GROUP INC22,482$4.73M1.09%-1,21713F-HRTimeline
Asset Management Group, Inc.22,452$4.72M0.76%+10313F-HRTimeline
Riverview Capital Advisers, LLC22,327$4.7M1.42%-93913F-HRTimeline
Heck Capital Advisors, LLC22,199$4.67M0.35%+1,56313F-HRTimeline
W ADVISORS, LLC22,199$4.67M2.35%+2,25413F-HRTimeline
Mutual Advisors, LLC22,125$4.65M0.1%+2213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,028$4.63M0.01%-2,31013F-HRTimelineGroup
Vise Technologies, Inc.21,947$4.62M0.09%+14,97813F-HRTimeline
Columbus Macro, LLC21,881$4.6M0.5%-1,32413F-HRTimeline
Qube Research & Technologies Ltd21,616$4.55M0.01%+19,65713F-HRTimeline
SMITH, MOORE & CO.21,500$4.52M0.34%+24913F-HRTimeline
DT Investment Partners, LLC21,180$4.46M0.37%013F-HRTimeline
FC Advisory LLC21,120$4.44M1.28%-80213F-HRTimeline
TOWNSQUARE CAPITAL LLC21,059$4.43M0.99%+11,60113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/21,043$4.43M1.76%-4,61913F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…20,859$4.42M<0.01%+14,72013F-HRTimelineGroup
Glenview Trust Co20,967$4.41M0.07%+61413F-HRTimeline
EQUITABLE TRUST CO20,933$4.4M0.2%013F-HRTimeline
Fiduciary Wealth Partners, LLC20,822$4.38M1.8%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC20,795$4.37M0.46%new13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding20,759$4.37M+288Timeline
Premier Path Wealth Partners, LLC20,682$4.35M0.56%+4,23413F-HRTimeline
Merit Financial Group, LLC20,382$4.29M0.03%+3,43413F-HRTimeline
STAGE HARBOR FINANCIAL, LLC20,249$4.26M2.87%+18413F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc20,121$4.25M<0.01%-5,69513F-HRTimelineGroup
Perigon Wealth Management, LLC20,195$4.25M0.08%-1,81813F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC19,923$4.19M0.21%-1,26113F-HRTimeline
Holistic Financial Partners19,922$4.19M1.52%-18213F-HRTimeline
1900 WEALTH MANAGEMENT LLC19,730$4.15M0.27%-2313F-HRTimeline
Acropolis Investment Management, LLC19,692$4.14M0.19%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC19,654$4.13M0.31%+13013F-HRTimeline
Serenus Wealth Advisors, LLC19,537$4.11M0.8%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO19,534$4.11M0.54%new13F-HRTimeline
LANARK FINANCIAL, INC.19,516$4.11M0.31%+1,25413F-HRTimeline
Stillwater Capital Advisors, LLC19,373$4.07M0.44%-58313F-HRTimeline
2UniFi Bank19,350$4.07M1.93%-11813F-HRTimeline
World Investment Advisors19,282$4.06M0.07%+9,96913F-HR/ATimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…19,268$4.05M<0.01%new13F-HRTimelineGroup
Procyon Advisors, LLC19,112$4.02M0.2%+3,40013F-HRTimeline
McKinley Carter Wealth Services, Inc.18,980$3.99M0.22%-72513F-HRTimeline
Icon Wealth Advisors, LLC18,952$3.99M0.27%+1,52113F-HRTimeline
DIXON FNANCIAL SERVICES, INC.18,930$3.98M1.77%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC18,917$3.98M0.56%-23513F-HRTimeline
Prosperity Consulting Group, LLC18,836$3.96M0.18%+8,62213F-HRTimeline
CARRET ASSET MANAGEMENT, LLC18,779$3.95M0.37%-4613F-HRTimeline
WEALTHSPAN PARTNERS, LLC18,775$3.95M1.44%-60713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …18,701$3.93M0.06%+14,86613F-HRTimelineGroup
Golden State Wealth Management, LLC18,688$3.93M0.42%-2,80513F-HRTimeline
Foundation Wealth Management, LLC\PA18,685$3.93M1.43%-12613F-HRTimeline
Argyle Capital Partners, LLC18,555$3.9M2.85%-75513F-HRTimeline
SAGE FINANCIAL GROUP INC18,534$3.9M0.26%-12913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC18,395$3.87M0.6%013F-HRTimeline
St. Louis Trust Co18,368$3.86M0.44%013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding18,083$3.85M-1,309Timeline
BEAM WEALTH ADVISORS, INC.18,258$3.84M1.05%+40613F-HRTimeline
Busey Bank18,213$3.83M0.1%-9213F-HRTimeline
One Capital Management, LLC17,981$3.78M0.11%+1,07013F-HRTimeline
Aaron Wealth Advisors LLC17,929$3.77M0.21%013F-HRTimeline
TRUE Private Wealth Advisors17,921$3.77M0.38%-31513F-HRTimeline
Goodman Financial Corp17,805$3.75M0.71%013F-HRTimeline
PINEBRIDGE INVESTMENTS LLC17,794$3.74M0.03%13F-HR/ATimeline
SEIZERT CAPITAL PARTNERS, LLC17,577$3.7M0.16%new13F-HRTimeline
National Philanthropic Trust17,376$3.65M0.04%+11,45113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.17,147$3.61M0.51%-24113F-HRTimeline
Resurgent Financial Advisors LLC17,112$3.6M1.8%-1,09213F-HRTimeline
Caliber Wealth Management, LLC / KS16,986$3.57M0.38%+65213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC16,887$3.55M1.19%-4,25613F-HRTimelineGroup
GAMMA Investing LLC16,553$3.48M0.17%+99213F-HRTimeline
Cambria Investment Management, L.P.16,536$3.48M0.2%new13F-HRTimeline
Grove Bank & Trust16,421$3.45M0.39%+22513F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC16,382$3.45M0.06%013F-HRTimeline
Affinity Capital Advisors, LLC16,376$3.44M0.48%-19813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding16,338$3.44M+393Timeline
Avior Wealth Management, LLC16,325$3.43M0.11%-15513F-HRTimeline
Opes Wealth Management LLC16,324$3.43M0.58%+1013F-HRTimeline
INTEGRITY ALLIANCE, LLC.16,292$3.43M0.13%+15,28513F-HRTimeline
Simplicity Wealth,LLC15,990$3.36M0.2%-2,73413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC15,943$3.35M0.39%013F-HRTimeline
Azimuth Capital Investment Management L…15,913$3.35M0.12%-50013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC15,872$3.34M0.07%+19213F-HRTimelineGroup
Verdence Capital Advisors LLC15,856$3.34M0.2%+1,68313F-HRTimeline
Magnus Financial Group LLC15,801$3.32M0.25%-1,53713F-HRTimeline
Game Plan Financial Advisors, LLC15,780$3.32M1.33%+15013F-HRTimeline
Western Wealth Management, LLC15,769$3.32M0.15%+16013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,651$3.29M0.06%+2,46213F-HR/ATimeline
Topel & Distasi Wealth Management, LLC15,609$3.28M1.6%+9513F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC15,418$3.24M0.14%+11,41813F-HRTimeline
Colorado Capital Management, Inc.15,355$3.23M1.21%-4913F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC15,188$3.19M0.04%013F-HRTimelineGroup
New Age Alpha Advisors, LLC15,178$3.19M0.14%+5,08413F-HRTimeline
Quadcap Wealth Management, LLC15,178$3.19M0.37%-42813F-HRTimeline
Pathway Financial Advisors LLC14,660$3.17M0.4%013F-HRTimeline
Mainstream Capital Management LLC15,000$3.16M2.07%-1,59413F-HRTimeline
BG Investment Services, LLC14,952$3.15M2.8%-37013F-HRTimeline
INVESTED ADVISORS14,934$3.14M3.25%+5,01513F-HRTimeline
NTV Asset Management LLC14,911$3.14M0.33%-57913F-HRTimeline
WCG Wealth Advisors LLC14,894$3.13M0.09%+2,37213F-HRTimeline
Destiny Wealth Partners, LLC14,293$3.13M0.36%013F-HRTimeline
AE Wealth Management LLC14,837$3.12M0.02%+3,50913F-HRTimeline
Fisher Asset Management, LLC14,717$3.1M<0.01%+2,13713F-HRTimeline
Dana Investment Advisors, Inc.14,640$3.08M0.09%-1,77313F-HRTimeline
Accredited Investors Inc.14,490$3.05M0.16%+413F-HRTimeline
Clientfirst Wealth Management, LLC14,479$3.05M2.45%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC14,414$3.03M1%-14313F-HRTimeline
EPG Wealth Management LLC14,412$3.03M0.82%+1913F-HRTimeline
Joel Isaacson & Co., LLC14,402$3.03M0.1%+29213F-HRTimeline
Ironsides Asset Advisors, LLC14,365$3.02M0.77%-6913F-HRTimeline
RFG Advisory, LLC14,324$3.01M0.06%-8,84013F-HRTimeline
SAXON INTERESTS, INC.14,308$3.01M1.06%+2,77913F-HRTimeline
SOA Wealth Advisors, LLC.14,306$3.01M0.51%-55413F-HRTimeline
Autumn Glory Partners, LLC14,259$3M1.05%013F-HRTimeline
Evanson Asset Management, LLC14,233$2.99M0.16%-9613F-HRTimeline
Pullen Investment Management, LLC14,161$2.98M1.57%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC14,113$2.97M0.33%-9813F-HRTimeline
ARVEST INVESTMENTS, INC.14,104$2.97M0.42%+1,17213F-HRTimeline
Q3 Asset Management14,071$2.96M0.68%+2,99513F-HRTimeline
Summit Trail Advisors, LLC14,034$2.95M0.05%-76713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO13,988$2.94M0.04%-28113F-HRTimeline
Gilliland Jeter Wealth Management LLC13,982$2.94M0.89%+13613F-HRTimeline
BECKER CAPITAL MANAGEMENT INC13,954$2.94M0.08%-1,10813F-HRTimeline
Empirical Financial Services, LLC d.b.a…13,946$2.93M0.05%+7,21113F-HRTimeline
SIG BROKERAGE, LP13,889$2.92M0.98%013F-HRTimeline
SAPIENT CAPITAL LLC13,708$2.91M0.04%+3,77413F-HRTimeline
COURIER CAPITAL LLC13,749$2.89M0.16%-7513F-HRTimeline
Ascent Wealth Partners, LLC13,733$2.89M0.33%-43413F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …13,705$2.88M0.21%-27113F-HRTimeline
Cornerstone Wealth Advisors, Inc.13,669$2.88M0.67%-35413F-HRTimeline
Focus Financial Network, Inc.13,651$2.87M0.1%+76913F-HRTimeline
Janney Capital Management LLC13,609$2.86M0.18%+8,40913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC13,579$2.86M0.31%+513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\13,553$2.85M<0.01%+2,84613F-HRTimelineGroup
FLOW TRADERS U.S. LLC13,471$2.83M0.09%new13F-HRTimeline
STAR Financial Bank13,465$2.83M1.45%-18913F-HRTimeline
Rinkey Investments13,422$2.82M0.72%-1,22713F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.13,407$2.82M0.2%-18913F-HRTimeline
Summa Corp.13,379$2.81M1.21%013F-HRTimeline
Flywheel Private Wealth LLC13,375$2.81M1.76%-81313F-HRTimeline
Pure Financial Advisors, LLC13,368$2.81M0.04%-53213F-HRTimeline
Dentgroup LLC13,321$2.8M1.92%+62813F-HRTimeline
Argent Trust Co13,228$2.78M0.1%-2513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC13,149$2.77M0.58%+1313F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC13,098$2.76M<0.01%-1,71613F-HRTimeline
GTS SECURITIES LLC13,083$2.75M0.09%-9,71813F-HRTimeline
Strategic Wealth Advisors LLC13,076$2.75M2.35%13F-HRTimeline
DONALD SMITH & CO., INC.in group DONALD SMITH & CO., INC.13,000$2.73M0.05%-3,30013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP12,985$2.73M0.03%+93313F-HRTimeline
CHEMUNG CANAL TRUST CO12,867$2.71M0.54%+4,10813F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC12,814$2.7M0.19%-33413F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC12,811$2.69M0.81%-10413F-HRTimeline
GFS Advisors, LLC12,792$2.69M0.32%013F-HRTimeline
SB Capital Management Inc12,764$2.68M0.98%13F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC12,747$2.68M1.94%13F-HRTimeline
Quantum Portfolio Management LLC12,742$2.68M1.18%-20,81313F-HRTimeline
Grant Street Asset Management, Inc.12,711$2.67M0.54%-4013F-HRTimeline
Argos Wealth Advisors, LLC12,711$2.67M0.72%13F-HRTimeline
Eagle Strategies LLC12,616$2.65M0.34%+1,32013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC12,608$2.65M0.14%+70813F-HRTimeline
Secure Asset Management, LLC12,525$2.63M0.41%+76013F-HRTimeline
Montis Financial, LLC12,515$2.63M0.52%-1,06113F-HRTimeline
Allegheny Financial Group12,462$2.62M0.39%+25213F-HRTimeline
Granite Harbor Advisors, Inc.12,407$2.61M1.1%+13613F-HRTimeline
BigSur Wealth Management LLC12,395$2.61M0.63%013F-HRTimeline
Cyndeo Wealth Partners, LLC12,375$2.6M0.14%+2,60413F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC12,310$2.59M1.91%+4313F-HRTimeline
Johnson Financial Group, LLC12,276$2.58M0.16%new13F-HRTimeline
Atlas Brown,Inc.12,135$2.55M0.76%+1413F-HRTimeline
Dynamic Financial Group11,960$2.52M2.15%-56413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC11,804$2.48M0.06%+1513F-HRTimeline
Dynamic Advisor Solutions LLC11,802$2.48M0.08%-1,73713F-HRTimeline
PRIVATE TRUST CO NA11,735$2.47M0.22%-12713F-HRTimeline
Nolet Wealth Management, LLC11,725$2.47M1.37%13F-HR/ATimeline
MGO ONE SEVEN LLC11,713$2.46M0.05%-1,82013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…11,701$2.46M0.11%-6113F-HRTimeline
IFC Advisors LLC11,581$2.44M0.36%+2,57613F-HRTimeline
IFP Advisors, Inc11,558$2.43M0.05%+22313F-HRTimeline
Baron Financial Group, LLC11,456$2.41M1.29%-15513F-HRTimeline
OARSMAN CAPITAL, INC.11,333$2.38M0.31%-39213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP11,299$2.38M0.03%-10513F-HRTimelineGroup
SilverOak Wealth Management LLC11,295$2.38M0.37%+6113F-HRTimeline
Advocacy Wealth Management, LLC11,180$2.35M0.1%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC11,137$2.34M0.67%-3,17413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,129$2.34M0.17%+1,74313F-HRTimeline
Intrepid Financial Planning Group LLC11,043$2.32M0.88%-15713F-HRTimeline
WEDBUSH SECURITIES INC11,032$2.32M0.07%+29513F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)11,000$2.31M0.02%013F-HRTimelineGroup