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Disclosery

IWD ISHARES TR

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ETF (fund)

1,718 managers (1,740 13F filers) reported a position in IWD shares at 2024-12-31, 278,188,134 shares in all. 121 filers opened a position and 72 filers sold out during the quarter.

Managers
1,718
13F filers
1,740
New
121
Added
612
Reduced
482
Sold out
72
Shares held by filers
278,188,134

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
QRG CAPITAL MANAGEMENT, INC.10,071$1.86M0.02%+3,86613F-HRTimeline
BBR PARTNERS, LLC10,056$1.86M0.13%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,021$1.86M0.14%+32213F-HRTimeline
WEDBUSH SECURITIES INC9,946$1.84M0.07%+90013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,895$1.83M0.05%-513F-HRTimeline
PINNACLE ASSOCIATES LTD9,892$1.83M0.02%+18913F-HRTimeline
Vestmark Advisory Solutions, Inc.9,845$1.82M0.06%new13F-HRTimeline
Insight Inv LLC9,834$1.82M1.27%new13F-HRTimeline
Glass Jacobson Investment Advisors llc9,805$1.82M0.6%+1,11413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ELEMENT POINTE ADVISORS, LLC9,766$1.81M0.43%013F-HRTimeline
McAdam, LLC9,744$1.8M0.1%-60113F-HRTimeline
Central Pacific Bank - Trust Division9,742$1.8M0.24%-14,02113F-HRTimeline
Summit Financial Strategies, Inc.9,653$1.79M0.2%013F-HRTimeline
Great Waters Wealth Management9,643$1.79M0.23%-3813F-HRTimeline
SAPIENT CAPITAL LLC9,621$1.78M0.03%-413F-HRTimeline
Quotient Wealth Partners, LLC9,619$1.78M0.06%013F-HRTimeline
B. Riley Wealth Advisors, Inc.9,593$1.78M0.06%-89113F-HRTimeline
STEPH & CO9,573$1.77M0.6%+56413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,500$1.76M<0.01%013F-HRTimelineGroup
MARSHALL FINANCIAL GROUP INC /ADV9,499$1.76M0.54%-68213F-HRTimeline
Adero Partners, LLC9,447$1.75M0.11%-313F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC9,437$1.75M0.03%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,432$1.75M0.05%+1,23513F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp9,425$1.74M0.11%-7113F-HRTimelineGroup
PFG Advisors9,400$1.74M0.11%-1,40713F-HRTimeline
Curi Capital, LLC9,389$1.74M0.04%+5,17713F-HRTimeline
Peloton Wealth Strategists9,367$1.73M0.7%+7713F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC9,301$1.72M0.42%+32313F-HRTimeline
Parkside Advisors LLC9,214$1.71M0.4%-94413F-HRTimeline
AE Wealth Management LLC9,174$1.7M0.01%+5613F-HRTimeline
Sound View Wealth Advisors Group, LLC9,163$1.7M0.14%-30113F-HRTimeline
MYECFO, LLC9,148$1.69M0.91%-47013F-HRTimeline
Prosperity Planning, Inc.9,148$1.69M0.54%-24813F-HRTimeline
BEACON FINANCIAL GROUP9,061$1.68M0.18%-34313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,048$1.68M0.14%new13F-HR/ATimeline
IFC Advisors LLC9,005$1.67M0.36%13F-HRTimeline
Pure Financial Advisors, LLC8,981$1.66M0.04%+59613F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.8,964$1.66M0.77%013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC8,940$1.66M1.37%13F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC8,871$1.64M0.21%013F-HRTimeline
Keystone Wealth Services, LLC8,870$1.64M0.43%-38013F-HRTimeline
Next Level Private LLC8,865$1.64M0.66%+413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,859$1.64M0.03%+2,77513F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT8,850$1.64M0.07%013F-HRTimeline
Indiana Trust & Investment Management Co8,842$1.64M0.56%-15813F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.8,827$1.63M0.34%new13F-HRTimeline
COURIER CAPITAL LLC8,752$1.62M0.11%+4,10013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding8,735$1.62M+114Timeline
RKL Wealth Management LLC8,710$1.61M0.14%+6,29413F-HRTimeline
Florida Trust Wealth Management Co8,672$1.61M0.05%013F-HRTimeline
GenWealth Group, Inc.8,608$1.59M0.36%-1613F-HRTimeline
Breed's Hill Capital LLC8,603$1.59M0.83%013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC8,580$1.59M1.12%+19813F-HRTimeline
Aegis Wealth Management LLC8,560$1.58M1.07%13F-HRTimeline
Clifford Group, LLC8,547$1.58M1.21%-2913F-HRTimeline
Gryphon Financial Partners LLC8,533$1.58M0.23%-9913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…8,508$1.57M0.27%-14113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,503$1.57M<0.01%new13F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co8,378$1.55M0.02%-20013F-HRTimelineGroup
INTRUST BANK NA8,360$1.55M0.16%013F-HRTimeline
Cooper Financial Group8,358$1.55M0.19%-71613F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…7,920$1.54M0.01%013F-HRTimeline
Alteri Wealth LLC8,250$1.53M0.42%13F-HRTimeline
Global Wealth Management, LLC8,220$1.52M0.97%013F-HRTimeline
World Investment Advisors8,159$1.51M0.04%+2,35513F-HRTimeline
GREENLEAF TRUST8,150$1.51M0.01%-3713F-HRTimeline
Bruce G. Allen Investments, LLC8,139$1.51M1.22%+18313F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.8,118$1.5M1.48%+11513F-HRTimeline
New Age Alpha Advisors, LLC8,060$1.49M0.06%new13F-HR/ATimeline
BARRETT & COMPANY, INC.8,032$1.49M0.63%+1113F-HRTimeline
Heck Capital Advisors, LLC8,031$1.49M0.17%+6,70013F-HR/ATimeline
True North Advisors, LLC8,013$1.48M0.35%013F-HRTimeline
SAX WEALTH ADVISORS, LLC7,912$1.46M0.11%+17213F-HRTimeline
SEVEN MILE ADVISORY7,911$1.46M0.93%013F-HRTimeline
Larson Financial Group LLC7,881$1.46M0.08%-28913F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS7,826$1.45M0.03%+16113F-HRTimeline
Nabity-Jensen Investment Management Inc7,818$1.45M1.09%013F-HRTimeline
Jordan Park Group LLC7,799$1.44M0.11%-5313F-HRTimeline
Bensler, LLC7,772$1.44M0.17%+213F-HRTimeline
Anchor Investment Management, LLC7,732$1.43M0.13%+7713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,721$1.43M0.15%+5,06213F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.7,719$1.43M<0.01%013F-HRTimelineGroup
PARAGON FINANCIAL PARTNERS, INC.7,707$1.43M1.07%-74113F-HRTimeline
DRW Securities, LLC7,697$1.42M0.1%+4613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC7,693$1.42M0.28%+3,02913F-HRTimeline
Key Financial Inc7,686$1.42M0.32%+3913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,683$1.42M0.05%+1,62313F-HRTimelineGroup
IFG Advisory, LLC7,662$1.42M0.08%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…7,641$1.41M0.04%+59513F-HRTimelineGroup
Eagle Strategies LLC7,635$1.41M0.24%-1413F-HRTimeline
RFP Financial Group LLC7,616$1.41M0.55%013F-HRTimeline
CENTRAL TRUST Co7,613$1.41M0.03%+2,52613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,607$1.41M0.16%013F-HRTimeline
Apella Capital, LLC7,589$1.41M0.05%+7513F-HRTimeline
Seneca Financial Advisors LLC7,582$1.4M0.7%-1,92313F-HRTimeline
Advisory Resource Group7,576$1.4M0.3%-27,74713F-HRTimeline
Mascoma Wealth Management LLC7,573$1.4M0.35%+1,24313F-HRTimeline
American Financial Advisors, LLC7,546$1.4M0.2%-52613F-HRTimeline
MEMBERS WEALTH LLC7,215$1.39M1.04%13F-HRTimeline
MGO ONE SEVEN LLC7,504$1.39M0.05%+1,58013F-HRTimeline
MAYPORT, LLC7,500$1.39M0.41%013F-HRTimeline
MMA ASSET MANAGEMENT LLC7,473$1.38M0.6%-12,46513F-HRTimeline
Marcum Wealth, LLC7,467$1.38M0.12%+60713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC7,456$1.38M0.38%-1213F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,369$1.36M0.13%+613F-HRTimeline
Litman Gregory Wealth Management LLC7,340$1.36M0.12%013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC7,333$1.36M0.87%-23213F-HRTimeline
Maxele Advisors, LLC7,328$1.36M1.29%13F-HRTimeline
Farther Finance Advisors, LLC7,321$1.36M0.05%+1,42213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,303$1.35M0.02%-13513F-HRTimeline
VANCE WEALTH, LLC7,271$1.35M0.52%+3113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…7,254$1.34M0.23%-8413F-HRTimeline
Smead Capital Management, Inc.7,247$1.34M0.02%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,244$1.34M0.11%+35413F-HRTimeline
Horizon Wealth Management, LLC7,239$1.34M0.23%+1,04113F-HRTimeline
Verum Partners LLC7,192$1.33M0.38%-75413F-HRTimeline
Opus Capital Group, LLC7,192$1.33M0.17%-2513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.7,167$1.33M0.66%-8713F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO7,104$1.32M0.08%new13F-HRTimeline
Enclave Advisors LLC7,096$1.31M0.22%013F-HRTimeline
Garde Capital, Inc.7,095$1.31M0.09%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC7,046$1.3M0.42%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,928$1.28M0.39%+9513F-HRTimeline
CHEMUNG CANAL TRUST CO6,914$1.28M0.27%+5013F-HRTimeline
David Kennon Inc6,882$1.27M0.5%+25013F-HRTimeline
Whitegate Investment Counselors, Inc.6,853$1.27M0.43%013F-HRTimeline
Global Strategic Investment Solutions, …6,847$1.27M0.15%+34013F-HRTimeline
BHK Investment Advisors, LLC6,818$1.26M0.47%-913F-HRTimeline
Capital Asset Advisory Services LLC6,761$1.26M0.06%+813F-HRTimeline
Wick Capital Partners, LLC6,801$1.26M0.37%-57613F-HR/ATimeline
Thrive Wealth Management, LLC6,758$1.25M0.22%+1,06313F-HRTimeline
Frederick Financial Consultants, LLC6,737$1.25M1%13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,736$1.25M0.03%+53413F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,630$1.23M0.13%+2613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,612$1.22M0.18%-913F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management6,608$1.22M<0.01%+2,74613F-HRTimelineGroup
ANDERSON HOAGLAND & CO6,340$1.21M0.12%+5,20013F-HRTimeline
Asset Dedication, LLC6,538$1.21M0.1%-14013F-HRTimeline
Financial Advisors, LLC6,537$1.21M0.23%-56313F-HRTimeline
Northstar Group, Inc.6,529$1.21M0.2%-5713F-HRTimeline
Alamar Capital Management, LLC6,473$1.2M0.66%+49713F-HRTimeline
Thomasville National Bank6,447$1.19M0.09%-20013F-HRTimeline
Embree Financial Group6,433$1.19M0.2%+8613F-HRTimeline
Capital Advantage, Inc.6,424$1.19M0.22%new13F-HRTimeline
Focus Financial Network, Inc.6,413$1.19M0.05%-5,73413F-HRTimeline
CASTLEARK MANAGEMENT LLC6,400$1.18M0.04%013F-HRTimeline
Fort Point Capital Partners LLC6,399$1.18M0.13%new13F-HRTimeline
Paladin Advisory Group, LLC6,394$1.18M0.91%-10813F-HRTimeline
Texas Bank & Trust Co6,391$1.18M0.49%13F-HRTimeline
Sunbelt Securities, Inc.6,401$1.18M0.1%+4,71913F-HRTimeline
Tranquility Partners, LLC6,298$1.18M0.44%-7213F-HRTimeline
VeraBank, N.A.6,363$1.18M0.33%013F-HRTimeline
FIRST MANHATTAN CO. LLC.6,358$1.18M<0.01%+4113F-HRTimeline
WESBANCO BANK INC6,327$1.17M0.04%-13313F-HRTimeline
RENASANT BANK6,322$1.17M0.76%+1,93913F-HRTimeline
Schechter Investment Advisors, LLC6,294$1.17M0.09%+17213F-HRTimeline
Fairhaven Wealth Management, LLC6,259$1.16M0.36%+2513F-HRTimeline
Amplius Wealth Advisors, LLC6,222$1.15M0.12%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding6,267$1.15M+31Timeline
RITHOLTZ WEALTH MANAGEMENT6,204$1.15M0.03%+21613F-HRTimeline
Advisors Capital Management, LLC6,191$1.15M0.02%+50113F-HRTimeline
ABLE Financial Group, LLC6,188$1.15M0.34%-5,86913F-HRTimeline
STABLEFORD CAPITAL II LLC6,183$1.14M0.45%-22013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC6,144$1.14M0.09%-7213F-HRTimeline
1834 INVESTMENT ADVISORS CO6,139$1.14M0.14%-10,65113F-HRTimeline
Cascade Wealth Advisors, Inc6,117$1.13M0.77%013F-HRTimeline
High Probability Advisors, LLC6,116$1.13M0.2%013F-HRTimeline
Trust Co of the South6,078$1.13M0.23%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,075$1.12M0.03%-113F-HRTimeline
Ethos Financial Group, LLC6,069$1.12M0.15%new13F-HRTimeline
Geneos Wealth Management Inc.6,035$1.12M0.04%-27913F-HRTimeline
Capital Investment Advisors, LLC6,023$1.11M0.02%-86013F-HRTimeline
Summit X, LLC6,019$1.11M0.25%+4813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,012$1.11M0.04%+1,23813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC6,005$1.11M0.07%013F-HRTimeline
WMS Partners, LLC6,001$1.11M0.06%+3513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC5,975$1.11M0.83%-1513F-HRTimeline
SkyView Investment Advisors, LLC5,975$1.11M0.18%013F-HRTimeline
FIDUCIENT ADVISORS LLC5,971$1.11M0.14%-49313F-HRTimeline
Snider Financial Group5,956$1.1M0.34%new13F-HRTimeline
WealthShield Partners, LLC5,946$1.1M0.16%+62513F-HRTimeline
Fragasso Financial Advisors Inc5,942$1.1M0.08%-2513F-HRTimeline
National Philanthropic Trust5,941$1.1M0.02%+1613F-HRTimeline
PFG Investments, LLC5,915$1.1M0.07%-14413F-HRTimeline
Vawter Financial, Ltd.5,912$1.09M0.66%-22513F-HRTimeline
Coastline Trust Co5,904$1.09M0.13%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Advocates Investment Manageme…5,886$1.09M0.06%-4,03413F-HRTimeline
Apexium Financial, LP5,860$1.08M0.07%-10413F-HRTimeline
Parkshore Wealth Management, Inc.5,857$1.08M0.65%13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,818$1.08M0.43%013F-HRTimeline
Strategic Blueprint, LLC5,809$1.08M0.06%-48213F-HRTimeline
Johnson Bixby & Associates, LLC5,781$1.07M0.16%-1,03713F-HRTimeline
Composition Wealth, LLC5,780$1.07M0.02%+2,99913F-HRTimeline
Jacobi Capital Management LLC5,757$1.07M0.08%+113F-HRTimeline
Chesley Taft & Associates LLC5,752$1.06M0.05%+1,06513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,738$1.06M0.04%-11613F-HRTimelineGroup
Betterment LLC5,737$1.06M<0.01%+12413F-HRTimeline
MIDDLETON & CO INC/MA5,736$1.06M0.12%-8013F-HRTimeline
CITY HOLDING CO5,694$1.05M0.15%-8513F-HRTimeline
TCI Wealth Advisors, Inc.5,688$1.05M0.09%-54013F-HRTimeline