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Disclosery

IWD ISHARES TR

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ETF (fund)

1,885 managers (1,909 13F filers) reported a position in IWD shares at 2026-03-31, 268,233,059 shares in all. 111 filers opened a position and 106 filers sold out during the quarter.

Managers
1,885
13F filers
1,909
New
111
Added
585
Reduced
707
Sold out
106
Shares held by filers
268,233,059

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Spire Wealth Managementin group Spire Wealth Management22,120$4.73M0.16%-55713F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp22,119$4.73M0.09%-62413F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC22,023$4.71M0.25%+2,10013F-HRTimeline
Columbus Macro, LLC22,014$4.7M0.5%+13313F-HRTimeline
Mutual Advisors, LLC21,836$4.67M0.1%-28913F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD21,784$4.65M0.68%-3,16913F-HRTimeline
Vise Technologies, Inc.21,947$4.62M0.09%013F-HRTimeline
SMITH, MOORE & CO.21,538$4.6M0.33%+3813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC21,387$4.57M0.06%-5,00213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding21,330$4.56M-1,485Timeline
Kingsview Wealth Management, LLC21,152$4.52M0.06%-14,90413F-HRTimeline
Glenview Trust Co21,051$4.5M0.07%+8413F-HRTimeline
Perigon Wealth Management, LLC20,939$4.47M0.08%+74413F-HRTimeline
EQUITABLE TRUST CO20,933$4.47M0.21%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding20,685$4.42M-74Timeline
HARBOR INVESTMENT ADVISORY, LLC20,525$4.39M0.35%+87113F-HRTimeline
FC Advisory LLC20,462$4.37M1.28%-65813F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC20,282$4.33M0.05%+5,09413F-HRTimelineGroup
KINTRA WEALTH, LLC20,016$4.28M0.3%+17,10313F-HRTimeline
HMS Capital Management, LLC20,009$4.28M1.65%+9,01713F-HRTimeline
BEAM WEALTH ADVISORS, INC.20,008$4.28M1.06%+1,75013F-HRTimeline
D.A. DAVIDSON & CO.19,898$4.25M0.03%-7,41613F-HRTimeline
CHILTON INVESTMENT CO INC.19,736$4.22M0.1%+18,32313F-HRTimeline
1900 WEALTH MANAGEMENT LLC19,632$4.19M0.27%-9813F-HRTimeline
SG Americas Securities, LLC19,626$4.19M<0.01%-5,74413F-HRTimeline
St. Louis Trust Co19,418$4.15M0.48%+1,05013F-HRTimeline
Tandem Financial, LLC19,361$4.14M1.4%-17,46413F-HRTimeline
Holistic Financial Partners19,334$4.13M1.54%-58813F-HRTimeline
Stillwater Capital Advisors, LLC19,325$4.13M0.47%-4813F-HRTimeline
Serenus Wealth Advisors, LLC19,223$4.11M0.82%-31413F-HRTimeline
LANARK FINANCIAL, INC.19,117$4.08M0.31%-39913F-HRTimeline
DIXON FNANCIAL SERVICES, INC.18,930$4.04M1.82%013F-HRTimeline
Acropolis Investment Management, LLC18,925$4.04M0.18%-76713F-HRTimeline
2UniFi Bank18,851$4.03M1.95%-49913F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC18,817$4.03M0.15%+6,69513F-HRTimelineGroup
Smartleaf Asset Management LLC19,067$3.99M0.14%-11,45713F-HRTimeline
CARRET ASSET MANAGEMENT, LLC18,630$3.98M0.39%-14913F-HRTimeline
Foundation Wealth Management, LLC\PA18,591$3.97M1.4%-9413F-HRTimeline
Procyon Advisors, LLC18,585$3.97M0.2%-52713F-HRTimeline
WEALTHSPAN PARTNERS, LLC18,562$3.97M1.4%-21313F-HRTimeline
W ADVISORS, LLC18,550$3.96M2.03%-3,64913F-HRTimeline
SAGE FINANCIAL GROUP INC18,547$3.96M0.26%+1313F-HRTimeline
Icon Wealth Advisors, LLC17,333$3.94M0.26%-1,61913F-HRTimeline
Busey Bank18,213$3.89M0.11%013F-HRTimeline
Argyle Capital Partners, LLC18,201$3.89M2.8%-35413F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC18,099$3.87M0.06%-550,51013F-HRTimeline
McKinley Carter Wealth Services, Inc.17,958$3.84M0.22%-1,02213F-HRTimeline
Goodman Financial Corp17,805$3.8M0.65%013F-HRTimeline
Aaron Wealth Advisors LLC17,773$3.8M0.22%-15613F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding17,564$3.75M+9,088Timeline
GAMMA Investing LLC17,473$3.73M0.17%+92013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC17,351$3.71M0.49%-1,56613F-HRTimeline
Golden State Wealth Management, LLC17,260$3.69M0.4%-1,42813F-HRTimeline
Western Wealth Management, LLC17,232$3.68M0.14%+1,46313F-HR/ATimeline
THOMPSON SIEGEL & WALMSLEY LLC17,055$3.64M0.06%+67313F-HRTimeline
Joel Isaacson & Co., LLC16,832$3.6M0.12%+2,43013F-HRTimeline
Empirical Financial Services, LLC d.b.a…16,786$3.59M0.06%+2,84013F-HRTimeline
Everhart Financial Group, Inc.16,628$3.55M0.3%new13F-HRTimeline
TRUE Private Wealth Advisors16,626$3.55M0.34%-1,29513F-HRTimeline
Caliber Wealth Management, LLC / KS16,507$3.53M0.39%-47913F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.16,455$3.52M0.49%-69213F-HRTimeline
Avior Wealth Management, LLC16,358$3.5M0.1%+3313F-HRTimeline
Affinity Capital Advisors, LLC16,342$3.49M0.49%-3413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC16,311$3.49M0.07%+43913F-HRTimelineGroup
Opes Wealth Management LLC16,244$3.47M0.59%-8013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding16,205$3.46M-133Timeline
Simplicity Wealth,LLC16,034$3.43M0.19%+4413F-HRTimeline
Resurgent Financial Advisors LLC16,027$3.42M1.25%-1,08513F-HRTimeline
L2 Asset Management, LLC16,027$3.42M0.33%new13F-HRTimeline
Aureum Wealth Management, LLC16,007$3.42M2.38%+9,19013F-HRTimeline
Grove Bank & Trust15,968$3.41M0.39%-45313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC15,943$3.41M0.39%013F-HRTimeline
TWO SIGMA SECURITIES, LLC15,837$3.38M0.39%+8,30913F-HRTimeline
Game Plan Financial Advisors, LLC15,780$3.37M1.52%013F-HRTimeline
Empowered Funds, LLC15,661$3.35M0.02%new13F-HR/ATimeline
Topel & Distasi Wealth Management, LLC15,660$3.35M1.73%+5113F-HRTimeline
Azimuth Capital Investment Management L…15,633$3.34M0.13%-28013F-HRTimeline
Premier Path Wealth Partners, LLC15,613$3.34M0.43%-5,06913F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC15,612$3.34M0.09%-52,26913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/15,569$3.33M1.19%-5,47413F-HRTimelineGroup
Accredited Investors Inc.15,464$3.3M0.18%+97413F-HRTimeline
Cambria Investment Management, L.P.15,392$3.29M0.18%-1,14413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…15,357$3.28M0.21%+3,65613F-HRTimeline
Magnus Financial Group LLC15,274$3.26M0.27%-52713F-HRTimeline
Colorado Capital Management, Inc.15,239$3.26M1.21%-11613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC14,973$3.2M1.16%-1,91413F-HR/ATimelineGroup
AE Wealth Management LLC14,892$3.18M0.02%+5513F-HRTimeline
NTV Asset Management LLC14,886$3.18M0.35%-2513F-HRTimeline
Mainstream Capital Management LLC14,846$3.17M2.13%-15413F-HRTimeline
WCG Wealth Advisors LLC14,836$3.17M0.09%-5813F-HRTimeline
Pathway Financial Advisors LLC14,660$3.16M0.39%013F-HRTimeline
Strategic Wealth Advisors LLC14,774$3.16M2.53%+1,69813F-HRTimeline
Quadcap Wealth Management, LLC14,684$3.14M0.36%-49413F-HRTimeline
BG Investment Services, LLC14,603$3.12M2.59%-34913F-HRTimeline
Verdence Capital Advisors LLC14,549$3.11M0.18%-1,30713F-HRTimeline
Clientfirst Wealth Management, LLC14,479$3.09M2.61%013F-HRTimeline
Gilliland Jeter Wealth Management LLC14,450$3.09M0.91%+46813F-HRTimeline
EPG Wealth Management LLC14,427$3.08M0.84%+1513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC14,368$3.07M0.34%+25513F-HRTimeline
Ironsides Asset Advisors, LLC14,365$3.07M0.77%013F-HRTimeline
Destiny Wealth Partners, LLC14,293$3.05M0.33%013F-HRTimeline
Autumn Glory Partners, LLC14,259$3.05M1.12%013F-HRTimeline
RFG Advisory, LLC14,206$3.04M0.06%-11813F-HRTimeline
SOA Wealth Advisors, LLC.14,150$3.02M0.57%-15613F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC14,128$3.02M0.98%-28613F-HRTimeline
Dana Investment Advisors, Inc.14,016$2.99M0.09%-62413F-HRTimeline
Evanson Asset Management, LLC13,958$2.98M0.16%-27513F-HRTimeline
SAPIENT CAPITAL LLC13,921$2.97M0.04%+21313F-HR/ATimeline
SIG BROKERAGE, LP13,889$2.97M0.84%013F-HRTimeline
Fisher Asset Management, LLC13,802$2.95M<0.01%-91513F-HRTimeline
Eagle Strategies LLC13,714$2.93M0.35%+1,09813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP13,564$2.9M0.04%+57913F-HRTimeline
COURIER CAPITAL LLC13,536$2.89M0.16%-21313F-HR/ATimeline
Ascent Wealth Partners, LLC13,529$2.89M0.34%-20413F-HRTimeline
Summa Corp.13,379$2.86M1.18%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC13,379$2.86M0.29%-20013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO13,373$2.86M0.04%-61513F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC13,325$2.85M0.78%+51413F-HRTimeline
Flywheel Private Wealth LLC13,313$2.84M1.62%-6213F-HRTimeline
Cornerstone Wealth Advisors, Inc.13,289$2.84M0.65%-38013F-HRTimeline
Focus Financial Network, Inc.13,235$2.83M0.1%-41613F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC13,178$2.82M0.56%+2913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …13,133$2.81M0.04%-5,56813F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.13,088$2.8M0.19%-31913F-HRTimeline
St. Clair Advisors, LLC13,039$2.79M0.74%new13F-HRTimeline
INVESTED ADVISORS13,005$2.78M2.81%-1,92913F-HRTimeline
DONALD SMITH & CO., INC.in group DONALD SMITH & CO., INC.13,000$2.78M0.05%013F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC12,998$2.78M0.41%-67,08513F-HRTimelineGroup
Pure Financial Advisors, LLC12,987$2.77M0.04%-38113F-HRTimeline
CHEMUNG CANAL TRUST CO12,867$2.75M0.56%013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC12,840$2.74M1.82%-7,40913F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH13,100$2.74M0.03%new13F-HRTimelineGroup
SAXON INTERESTS, INC.12,819$2.74M0.95%-1,48913F-HRTimeline
Quantum Portfolio Management LLC12,807$2.74M1.19%+6513F-HR/ATimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA12,804$2.74M0.12%-13,64313F-HRTimeline
Grant Street Asset Management, Inc.12,762$2.73M0.53%+5113F-HRTimeline
Argos Wealth Advisors, LLC12,683$2.71M0.78%-2813F-HRTimeline
Rinkey Investments12,639$2.7M0.69%-78313F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC12,624$2.7M2%-12313F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC12,580$2.69M0.14%-2813F-HRTimeline
ANCHYRA PARTNERS LLC12,579$2.69M0.82%+3,49313F-HRTimeline
World Investment Advisors12,569$2.69M0.04%-6,71313F-HRTimeline
DV Trading LLC12,569$2.69M0.24%new13F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …12,555$2.68M0.21%-1,15013F-HRTimeline
Allegheny Financial Group12,472$2.66M0.36%+1013F-HRTimeline
Johnson Financial Group, LLC12,321$2.63M0.18%+4513F-HRTimeline
Montis Financial, LLC12,257$2.62M0.54%-25813F-HRTimeline
Q3 Asset Management12,250$2.62M0.64%-1,82113F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC12,235$2.61M1.93%-7513F-HRTimeline
IFP Advisors, Inc12,160$2.6M0.05%+60213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC12,082$2.58M<0.01%-10,62213F-HRTimelineGroup
MGO ONE SEVEN LLC12,031$2.57M0.05%+31813F-HRTimeline
Atlas Brown,Inc.11,994$2.56M0.77%-14113F-HRTimeline
Dynamic Financial Group11,952$2.55M2.09%-813F-HRTimeline
Mount Lucas Management LP11,825$2.53M0.93%+3,41813F-HRTimeline
AlphaCentric Advisors LLC11,825$2.53M2.52%+3,41813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC11,752$2.51M0.07%-5213F-HRTimeline
STAR Financial Bank11,730$2.51M1.18%-1,73513F-HRTimeline
Nolet Wealth Management, LLC11,725$2.51M1.43%013F-HRTimeline
Gryphon Financial Partners LLC11,680$2.5M0.26%+3,21413F-HRTimeline
Founders Financial Alliance, LLC11,484$2.45M0.44%+49013F-HRTimeline
Dynamic Advisor Solutions LLC11,469$2.45M0.08%-33313F-HRTimeline
Cooper Financial Group11,460$2.45M0.25%+3,75813F-HRTimeline
Secure Asset Management, LLC11,347$2.42M0.38%-1,17813F-HRTimeline
SilverOak Wealth Management LLC11,295$2.41M0.38%013F-HRTimeline
Baron Financial Group, LLC11,241$2.4M1.3%-21513F-HRTimeline
Applied Finance Capital Management, LLC11,205$2.39M0.18%-85,83013F-HRTimeline
Advocacy Wealth Management, LLC11,180$2.39M0.11%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP11,118$2.38M0.03%-18113F-HRTimelineGroup
Cyndeo Wealth Partners, LLC11,062$2.36M0.12%-1,31313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,044$2.36M0.17%-8513F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC11,035$2.36M0.05%+2,21013F-HRTimelineGroup
Capital World Investors11,241$2.35M<0.01%-11,07913F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)11,000$2.35M0.02%013F-HRTimelineGroup
WEDBUSH SECURITIES INC10,988$2.35M0.07%-4413F-HRTimeline
CGN Advisors LLC10,892$2.33M0.18%-4413F-HRTimeline
PlanVest Financial, Inc10,844$2.32M1.76%13F-HRTimeline
Florida Trust Wealth Management Co10,841$2.32M0.06%+61913F-HRTimeline
Wealth Dimensions Group, Ltd.10,772$2.3M0.45%-11113F-HRTimeline
EVOKE WEALTH, LLC10,732$2.29M0.04%+16513F-HRTimeline
PRIVATE TRUST CO NA10,697$2.29M0.2%-1,03813F-HRTimeline
Capital International Investorsin group Capital International Investo…10,849$2.27M<0.01%-10,01013F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC10,618$2.27M0.22%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC10,595$2.26M0.22%013F-HRTimeline
FAS Wealth Partners, Inc.10,592$2.26M0.14%+8913F-HRTimeline
Indivisible Partners10,594$2.26M0.2%+88313F-HRTimeline
LONDON CO OF VIRGINIA10,557$2.26M0.01%-130,30713F-HRTimeline
Index Technologies Group LLC10,548$2.25M2.46%+7113F-HRTimeline
CJM Wealth Advisers, Ltd.10,548$2.25M0.69%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC10,489$2.24M0.05%013F-HRTimelineGroup
Manchester Capital Management LLC10,455$2.23M0.32%013F-HRTimeline
Epoch Investment Partners, Inc.10,432$2.23M0.01%013F-HRTimeline
Evercore Wealth Management, LLC10,398$2.22M0.03%-21813F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc10,557$2.22M<0.01%-9,56413F-HRTimelineGroup
FIDUCIARY FAMILY OFFICE, LLC10,380$2.22M0.63%-75713F-HRTimeline
Intrua Financial, LLC10,364$2.21M0.24%+2,80213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,339$2.21M0.03%+17413F-HRTimelineGroup
Xcelsior Advisor Partners LLC10,326$2.21M0.84%+6,42013F-HRTimeline
Granite Harbor Advisors, Inc.10,312$2.2M0.96%-2,09513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,295$2.2M0.05%+4,08713F-HRTimelineGroup