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Disclosery

IWD ISHARES TR

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ETF (fund)

1,958 managers (1,982 13F filers) reported a position in IWD shares at 2026-06-30, 265,613,918 shares in all. 144 filers opened a position and 69 filers sold out during the quarter.

Managers
1,958
13F filers
1,982
New
144
Added
585
Reduced
700
Sold out
69
Shares held by filers
265,613,918

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BBR PARTNERS, LLC10,159$2.46M0.12%+8,90013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC10,118$2.45M0.13%+8,12013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS10,114$2.45M0.09%+4,63813F-HRTimelineGroup
NORTHEAST INVESTMENT MANAGEMENT10,088$2.45M0.09%013F-HRTimeline
Summit Financial Strategies, Inc.10,059$2.44M0.17%+8413F-HRTimeline
Advisory Resource Group10,034$2.43M0.37%-11913F-HRTimeline
Bond & Devick Financial Network, Inc.10,019$2.43M0.6%-5113F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC10,009$2.43M1.19%-19813F-HRTimeline
Clarion Wealth Managment Partners, LLC9,983$2.42M1.95%-7313F-HRTimeline
WestHill Financial Advisors, Inc.9,980$2.42M0.41%013F-HRTimeline
Glass Jacobson Investment Advisors llc9,947$2.41M0.75%+20613F-HRTimeline
American Trust9,916$2.4M0.19%+1,65313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,915$2.4M0.08%+52713F-HRTimelineGroup
Avantax Planning Partners, Inc.9,844$2.39M0.06%-6813F-HRTimeline
LEE DANNER & BASS INC9,799$2.38M0.14%013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC9,764$2.37M0.38%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP9,753$2.36M<0.01%new13F-HRTimelineGroup
TRUST POINT INC.9,750$2.36M0.2%013F-HRTimeline
Qube Research & Technologies Ltd9,736$2.36M<0.01%+1,96013F-HRTimeline
Granite Harbor Advisors, Inc.9,687$2.35M0.93%-62513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,665$2.34M0.09%-1213F-HRTimeline
First Western Trust Bank9,592$2.33M0.11%+1,61613F-HRTimeline
InvesTrust9,584$2.32M0.89%-513F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC9,581$2.32M0.13%-5413F-HRTimeline
Quotient Wealth Partners, LLC9,558$2.32M0.05%-6513F-HRTimeline
Geneos Wealth Management Inc.9,499$2.3M0.05%+19913F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…9,489$2.3M0.58%-513F-HRTimeline
Virtue Capital Management, LLC9,476$2.3M0.31%+4,36213F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC9,455$2.29M1.55%-2213F-HRTimeline
SAX WEALTH ADVISORS, LLC10,695$2.29M0.09%+1,12413F-HRTimeline
NovaPoint Capital, LLC9,417$2.28M0.47%-78113F-HRTimeline
STEPH & CO9,405$2.28M0.58%-12213F-HRTimeline
GenWealth Group, Inc.9,373$2.27M0.35%+1,24013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,365$2.27M0.15%+33413F-HRTimeline
Foundations Investment Advisors, LLC9,357$2.27M0.02%+1,31513F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC9,259$2.24M0.44%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.9,239$2.24M0.2%-24013F-HRTimeline
Flaharty Asset Management, LLC9,052$2.23M3.2%-115,43213F-HRTimeline
Verus Financial Partners, Inc.9,203$2.23M0.19%+113F-HRTimeline
BigSur Wealth Management LLC9,180$2.23M0.54%-21513F-HRTimeline
Summit Trail Advisors, LLC9,163$2.22M0.03%-46713F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding9,125$2.21M-8,439Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\9,091$2.2M<0.01%-7413F-HRTimelineGroup
Fisher Asset Management, LLC9,033$2.19M<0.01%-4,76913F-HRTimeline
Tactive Advisors, LLC9,025$2.19M0.54%-96813F-HRTimeline
Next Level Private LLC8,972$2.18M0.43%-1313F-HRTimeline
Insight Inv LLC8,971$2.17M1.03%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.8,957$2.17M0.7%13F-HRTimeline
BARRETT & COMPANY, INC.8,952$2.17M0.61%+1,16013F-HRTimeline
McGlone Suttner Wealth Management, Inc.8,935$2.17M0.25%-36913F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC8,920$2.16M0.54%-1,46013F-HRTimeline
Gryphon Financial Partners LLC8,910$2.16M0.19%-2,77013F-HRTimeline
MAYPORT, LLC8,910$2.16M0.33%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC8,898$2.16M0.1%+1,93213F-HRTimelineGroup
Clearwave Capital, LLC8,881$2.15M1.19%-42413F-HRTimeline
Financial Management Professionals, Inc.8,870$2.15M0.2%+8,77413F-HRTimeline
BURLING WEALTH PARTNERS, LLC8,833$2.14M0.31%013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.8,762$2.12M1.61%+513F-HRTimeline
Columbia Bank8,751$2.12M0.48%+1,08313F-HRTimeline
Vigil Wealth Management, LLC8,748$2.12M1.51%-413F-HRTimeline
MYCIO WEALTH PARTNERS, LLC8,715$2.11M0.39%013F-HRTimeline
Indiana Trust & Investment Management Co8,704$2.11M0.58%+14513F-HRTimeline
Centerpoint Advisory Group8,698$2.11M1.34%-8013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC8,691$2.11M0.14%-97313F-HRTimeline
Edgestream Partners, L.P.8,647$2.1M0.06%+4,46713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,631$2.09M0.03%013F-HRTimeline
Eldridge Investment Advisors, Inc.8,630$2.09M0.41%+45013F-HRTimeline
EARNED WEALTH ADVISORS, LLC8,623$2.09M0.13%-4013F-HRTimeline
True North Advisors, LLC8,586$2.08M0.2%-60613F-HRTimeline
RiverGlades Family Offices LLC8,565$2.08M0.95%new13F-HRTimeline
RKL Wealth Management LLC8,471$2.05M0.16%013F-HRTimeline
St. Louis Trust Co19,418$2.05M0.25%013F-HRTimeline
David Kennon Inc8,424$2.04M0.67%+5113F-HRTimeline
Capital Asset Advisory Services LLC8,416$2.04M0.07%+5313F-HRTimeline
INTRUST BANK NA8,399$2.04M0.15%013F-HRTimeline
Affiance Financial, LLC8,391$2.03M0.29%-1,85613F-HRTimeline
United Advisor Group, LLC8,294$2.01M0.21%+67313F-HRTimeline
Sage Mountain Advisors LLC8,249$2M0.12%-7213F-HRTimeline
MYECFO, LLC8,215$1.99M0.75%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,214$1.99M0.1%-14013F-HRTimeline
Perennial Investment Advisors, LLC8,200$1.99M0.13%+25813F-HRTimeline
IFC Advisors LLC8,123$1.97M0.25%-88213F-HRTimeline
HUB Investment Partners, LLC8,116$1.97M0.04%+1,41013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,038$1.95M0.05%-2413F-HRTimelineGroup
Bruce G. Allen Investments, LLC8,026$1.95M1.24%+73413F-HRTimeline
TOWER BRIDGE ADVISORS8,000$1.94M0.17%+3,50013F-HRTimeline
Revolve Wealth Partners, LLC7,953$1.93M0.2%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC7,919$1.92M0.12%-7413F-HRTimeline
Great Waters Wealth Management7,858$1.91M0.18%+1713F-HRTimeline
PKS Advisory Services, LLC7,832$1.9M0.3%+3,71913F-HRTimeline
Nabity-Jensen Investment Management Inc7,818$1.9M1.16%013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC7,804$1.89M1.1%-3813F-HRTimeline
ZENITH SOLUTIONS, INC.7,772$1.88M1.71%13F-HRTimeline
Balboa Wealth Partners7,746$1.88M0.26%+4,01213F-HRTimeline
Oak Barrel Wealth Advisory LLC7,738$1.88M0.83%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co7,721$1.87M0.02%-10513F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC7,719$1.87M0.14%-1,14113F-HRTimeline
FIRST MANHATTAN CO. LLC.7,692$1.86M<0.01%+66413F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.7,298$1.84M0.99%-40913F-HRTimeline
Security Financial Services, INC.7,566$1.83M0.25%-76313F-HRTimeline
MMA ASSET MANAGEMENT LLC7,528$1.83M0.58%013F-HRTimeline
Key Financial Inc7,512$1.82M0.3%-15013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…7,509$1.82M0.03%-6913F-HRTimelineGroup
BEACON FINANCIAL GROUP7,476$1.81M0.16%-32213F-HRTimeline
WEALTH ALLIANCE, LLC7,455$1.81M0.15%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,444$1.8M0.14%+513F-HRTimeline
Maxele Advisors, LLC7,430$1.8M1.26%13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,398$1.79M0.02%+2,19813F-HRTimelineGroup
Clifford Group, LLC7,358$1.78M1.23%-57913F-HRTimeline
Jordan Park Group LLC7,355$1.78M0.09%-44413F-HRTimeline
Breachway Investments LLC7,336$1.78M2.68%-1,14013F-HRTimeline
Ethos Financial Group, LLC7,276$1.77M0.12%+67213F-HRTimeline
HARBOUR INVESTMENTS, INC.7,294$1.77M0.02%-37213F-HRTimeline
Legacy Advisors, LLC7,257$1.76M0.16%013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC7,236$1.75M0.67%-5713F-HRTimeline
Prosperity Planning, Inc.7,233$1.75M0.4%-42913F-HRTimeline
Vulcan Value Partners, LLC7,011$1.75M0.05%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise7,179$1.74M0.09%-60413F-HRTimelineGroup
PINNACLE ASSOCIATES LTD7,168$1.74M0.02%-18713F-HRTimeline
FINANCIAL DISCOVERY GROUP INC7,154$1.73M3.7%-29513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,149$1.73M0.12%-1,51713F-HRTimelineGroup
GREENLEAF TRUST7,127$1.73M0.02%-5613F-HRTimeline
Enclave Advisors LLC7,096$1.72M0.22%013F-HRTimeline
Opus Capital Group, LLC7,092$1.72M0.17%013F-HRTimeline
DV Trading LLC7,029$1.7M0.14%-5,54013F-HRTimeline
Wick Capital Partners, LLC6,996$1.7M0.26%013F-HRTimeline
Almanack Investment Partners, LLC.6,983$1.69M0.22%+6513F-HRTimeline
Global Wealth Management, LLC6,964$1.69M0.86%013F-HRTimeline
Greenspring Advisors, LLC6,929$1.68M0.09%-7313F-HRTimeline
Manhattan West Asset Management, LLC6,917$1.68M0.28%+3,46213F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST6,901$1.67M0.59%+67413F-HRTimeline
Global Strategic Investment Solutions, …6,840$1.66M0.15%+2113F-HRTimeline
Keystone Wealth Services, LLC6,836$1.66M0.31%-52013F-HRTimeline
BHK Investment Advisors, LLC6,806$1.65M0.49%+113F-HRTimeline
Capital Investment Advisors, LLC6,783$1.64M0.02%+6213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK6,771$1.64M0.21%013F-HRTimelineGroup
Garde Capital, Inc.6,771$1.64M0.07%013F-HRTimeline
Texas Bank & Trust Co6,768$1.64M0.54%+60013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…6,514$1.64M0.33%+3,54213F-HRTimeline
American Financial Advisors, LLC6,752$1.64M0.2%-3013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,728$1.63M0.31%-16113F-HR/ATimeline
Bensler, LLC6,712$1.63M0.14%+6613F-HRTimeline
Northstar Group, Inc.6,697$1.62M0.21%+6513F-HRTimeline
National Philanthropic Trust6,690$1.62M0.02%-1,02913F-HRTimeline
Asset Dedication, LLC6,689$1.62M0.1%+5513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC6,671$1.62M0.09%+713F-HRTimeline
Anchor Investment Management, LLC6,654$1.61M0.12%-1,26313F-HRTimeline
Tannin Capital LLC6,629$1.61M1.06%-17713F-HRTimeline
Cooke Wealth Management, LLC6,628$1.61M1.32%-78313F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…6,616$1.6M0.23%-6413F-HRTimeline
GAINLINE FINANCIAL PARTNERS, LLC6,585$1.6M1.49%13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC6,578$1.59M0.04%+313F-HRTimeline
Bluespring Wealth Management, LLC6,550$1.59M0.03%+5,09413F-HRTimeline
TCI Wealth Advisors, Inc.6,537$1.58M0.07%+1,13313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,527$1.58M0.03%-2213F-HRTimeline
Cascade Wealth Advisors, Inc6,117$1.58M0.63%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding6,490$1.57M-391Timeline
Canvas Wealth Advisors, LLC6,480$1.57M0.22%013F-HRTimeline
Frederick Financial Consultants, LLC6,460$1.57M0.66%013F-HRTimeline
Providence First Trust Co6,439$1.56M0.44%-69113F-HRTimeline
STABLEFORD CAPITAL II LLC6,432$1.56M0.54%-1,96513F-HRTimeline
BAILARD, INC.6,425$1.56M0.03%-4313F-HRTimeline
Cooper Financial Group6,407$1.55M0.13%-5,05313F-HRTimeline
Legacy Capital Wealth Partners, LLC6,370$1.54M0.3%+2,61113F-HRTimeline
Krilogy Financial LLC6,365$1.54M0.05%+1413F-HRTimeline
Larson Financial Group LLC6,357$1.54M0.04%-4113F-HRTimeline
Verum Partners LLC6,355$1.54M0.23%-9013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,349$1.54M0.02%-16813F-HRTimeline
Thrive Wealth Management, LLC6,322$1.53M0.2%+19413F-HRTimeline
Tranquility Partners, LLC6,288$1.52M0.52%-17013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,265$1.52M0.12%-4113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC6,259$1.52M0.07%+34713F-HRTimeline
High Probability Advisors, LLC6,221$1.51M0.16%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…6,205$1.5M0.15%+113F-HRTimeline
MONECO ADVISORS, LLC6,204$1.5M0.09%+65513F-HRTimeline
Orgel Wealth Management, LLC6,183$1.5M0.03%+3,17813F-HRTimeline
Crusonia Wealth Advisors LLC6,107$1.48M0.24%013F-HRTimeline
F/m Investments LLC6,098$1.48M0.08%+37813F-HRTimeline
Turtle Creek Wealth Advisors, LLC6,085$1.48M0.08%013F-HRTimeline
AlphaCore Capital LLC6,082$1.47M0.03%+69713F-HRTimeline
TFO Wealth Partners, LLC6,081$1.47M0.16%+3013F-HRTimeline
Seneca Financial Advisors LLC6,077$1.47M0.38%+1613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC6,070$1.47M0.33%-71413F-HRTimeline
Strategic Blueprint, LLC6,054$1.47M0.07%+47013F-HRTimeline
Connecticut Wealth Management, LLC6,045$1.47M0.05%-74613F-HRTimeline
Warwick Investment Management, Inc.6,039$1.46M0.16%013F-HRTimeline
Whitegate Investment Counselors, Inc.6,030$1.46M0.42%013F-HRTimeline
Meridian Wealth Management, LLC6,031$1.46M0.05%+13813F-HRTimeline
Trust Co of the South6,000$1.45M0.2%013F-HRTimeline
Texas Capital Bank Wealth Management Se…5,999$1.45M0.08%-77513F-HRTimeline
Certified Advisory Corp5,988$1.45M0.12%-9813F-HRTimeline
Amplius Wealth Advisors, LLC5,987$1.45M0.11%013F-HRTimeline
Bogart Wealth, LLC5,983$1.45M0.05%-2513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,968$1.45M0.03%+1,21913F-HRTimeline
Main Street Financial Solutions, LLC5,967$1.45M0.09%-17913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5,906$1.43M<0.01%+21313F-HRTimelineGroup
Asempa Wealth Advisors5,905$1.43M1.09%-18413F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,895$1.43M0.01%-1,35013F-HRTimeline
Daybright Advisory Services, Inc.5,675$1.43M0.34%+12113F-HRTimeline
VeraBank, N.A.5,884$1.43M0.24%-60113F-HRTimeline