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Disclosery

IWD ISHARES TR

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ETF (fund)

1,702 managers (1,724 13F filers) reported a position in IWD shares at 2025-03-31, 269,209,929 shares in all. 105 filers opened a position and 109 filers sold out during the quarter.

Managers
1,702
13F filers
1,724
New
105
Added
527
Reduced
651
Sold out
109
Shares held by filers
269,209,929

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MYECFO, LLC9,148$1.72M0.91%013F-HRTimeline
Curtis Advisory Group, LLC9,127$1.72M0.5%new13F-HRTimeline
IFC Advisors LLC9,005$1.69M0.35%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.8,964$1.69M0.74%013F-HRTimeline
Prosperity Planning, Inc.8,960$1.69M0.53%-18813F-HRTimeline
Keystone Wealth Services, LLC8,882$1.67M0.45%+1213F-HRTimeline
Next Level Private LLC8,872$1.67M0.62%+713F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC8,871$1.67M0.21%013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT8,850$1.67M0.08%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,846$1.66M0.13%-1,17513F-HRTimeline
Parkside Advisors LLC8,845$1.66M0.4%-36913F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…9,270$1.66M0.68%+7,96213F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC8,799$1.66M1.35%-14113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,756$1.65M0.02%+37813F-HRTimelineGroup
MYCIO WEALTH PARTNERS, LLC8,715$1.64M0.39%-3,26013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC8,705$1.64M1.17%+12513F-HRTimeline
Indiana Trust & Investment Management Co8,677$1.63M0.59%-16513F-HRTimeline
Florida Trust Wealth Management Co8,672$1.63M0.05%013F-HRTimeline
Capital International Investorsin group Capital International Investo…8,737$1.63M<0.01%-3,91413F-HRTimelineGroup
Gryphon Financial Partners LLC8,627$1.62M0.23%+9413F-HRTimeline
Breed's Hill Capital LLC8,603$1.62M0.87%013F-HRTimeline
GenWealth Group, Inc.8,591$1.62M0.36%-1713F-HRTimeline
Park Place Capital Corp8,589$1.62M0.44%-10,83713F-HRTimeline
Aegis Wealth Management LLC8,560$1.61M0.95%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding8,500$1.6M-235Timeline
INTRUST BANK NA8,467$1.59M0.16%+10713F-HRTimeline
Pure Financial Advisors, LLC8,317$1.56M0.03%-66413F-HRTimeline
RKL Wealth Management LLC8,270$1.56M0.15%-44013F-HRTimeline
Clifford Group, LLC8,247$1.55M1.45%-30013F-HRTimeline
Global Wealth Management, LLC8,220$1.55M0.89%013F-HRTimeline
Cooper Financial Group8,211$1.54M0.2%-14713F-HRTimeline
BARRETT & COMPANY, INC.8,123$1.53M0.66%+9113F-HRTimeline
World Investment Advisors8,118$1.53M0.04%-4113F-HRTimeline
Alamar Capital Management, LLC8,104$1.52M0.91%+1,63113F-HRTimeline
Sound View Wealth Advisors Group, LLC8,100$1.52M0.13%-1,06313F-HRTimeline
American Financial Advisors, LLC8,051$1.51M0.22%+50513F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.8,028$1.51M1.5%-9013F-HRTimeline
SEVEN MILE ADVISORY7,976$1.5M1%+6513F-HRTimeline
True North Advisors, LLC7,969$1.5M0.27%-4413F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC7,946$1.5M0.07%-20,19913F-HRTimeline
BEACON FINANCIAL GROUP7,915$1.49M0.16%-1,14613F-HRTimeline
Great Waters Wealth Management7,911$1.49M0.21%-1,73213F-HRTimeline
Alteri Wealth LLC7,842$1.48M0.65%-40813F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…7,836$1.47M0.26%-67213F-HRTimeline
Nabity-Jensen Investment Management Inc7,818$1.47M1.17%013F-HRTimeline
Jordan Park Group LLC7,799$1.47M0.11%013F-HRTimeline
IFG Advisory, LLC7,794$1.47M0.08%+13213F-HRTimeline
Bensler, LLC7,774$1.46M0.18%+213F-HRTimeline
Quantbot Technologies LP7,747$1.46M0.05%new13F-HRTimeline
Larson Financial Group LLC7,722$1.45M0.07%-15913F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.7,717$1.45M1.14%+1013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.7,719$1.45M<0.01%013F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,688$1.45M0.05%+513F-HRTimelineGroup
Key Financial Inc7,686$1.45M0.31%013F-HRTimeline
Eagle Strategies LLC7,646$1.44M0.25%+1113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,627$1.44M0.13%-3,04513F-HRTimeline
RFP Financial Group LLC7,616$1.43M0.58%013F-HRTimeline
Seneca Financial Advisors LLC7,609$1.43M0.69%+2713F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,607$1.43M0.17%013F-HRTimeline
Anchor Investment Management, LLC7,584$1.43M0.13%-14813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC7,991$1.42M0.65%new13F-HRTimeline
NFJ INVESTMENT GROUP, LLC7,544$1.42M0.05%-33,84113F-HRTimeline
GTS SECURITIES LLC7,543$1.42M0.06%-10,15813F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…7,920$1.41M0.01%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC7,506$1.41M0.31%+46013F-HRTimeline
MAYPORT, LLC7,500$1.41M0.39%013F-HRTimeline
Bruce G. Allen Investments, LLC7,498$1.41M1.12%-64113F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS7,495$1.41M0.03%-33113F-HRTimeline
Wick Capital Partners, LLC7,481$1.41M0.42%+68013F-HRTimeline
MMA ASSET MANAGEMENT LLC7,473$1.41M0.59%013F-HRTimeline
Maxele Advisors, LLC7,404$1.39M1.35%+7613F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,373$1.39M0.13%+413F-HRTimeline
LRI Investments, LLC7,370$1.39M0.13%+4,96513F-HRTimeline
GREENLEAF TRUST7,313$1.38M0.01%-83713F-HRTimeline
Advisory Resource Group7,298$1.37M0.28%-27813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,293$1.37M0.02%-1013F-HRTimeline
David Kennon Inc7,279$1.37M0.55%+39713F-HRTimeline
Litman Gregory Wealth Management LLC7,267$1.37M0.12%-7313F-HRTimeline
Horizon Wealth Management, LLC7,267$1.37M0.23%+2813F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC7,260$1.37M0.86%-7313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…7,255$1.37M0.04%-38613F-HRTimelineGroup
Welch & Forbes LLC7,220$1.36M0.02%+1,76013F-HRTimeline
Opus Capital Group, LLC7,173$1.35M0.17%-1913F-HRTimeline
Asset Dedication, LLC7,168$1.35M0.11%+63013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…7,149$1.35M0.23%-10513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC7,122$1.34M0.36%-33413F-HRTimeline
Enclave Advisors LLC7,096$1.34M0.23%013F-HRTimeline
Garde Capital, Inc.7,095$1.33M0.08%013F-HRTimeline
MGO ONE SEVEN LLC7,059$1.33M0.05%-44513F-HRTimeline
Verum Partners LLC7,054$1.33M0.36%-13813F-HRTimeline
Capital Asset Advisory Services LLC6,965$1.32M0.07%+20413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,997$1.32M0.14%-72413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,976$1.31M0.44%+4813F-HRTimeline
Marcum Wealth, LLC6,941$1.31M0.11%-52613F-HRTimeline
McAdam, LLC6,920$1.3M0.08%-2,82413F-HRTimeline
Almanack Investment Partners, LLC.6,918$1.3M0.26%-5,50113F-HRTimeline
CHEMUNG CANAL TRUST CO6,914$1.3M0.29%013F-HRTimeline
Certified Advisory Corp6,886$1.3M0.15%-4,48113F-HRTimeline
MEMBERS WEALTH LLC6,861$1.29M0.97%-35413F-HRTimeline
Global Strategic Investment Solutions, …6,843$1.29M0.15%-413F-HRTimeline
JFG Wealth Management, LLC6,804$1.28M0.29%-4,27313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC6,781$1.28M0.1%-46313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK6,771$1.27M0.19%-8,15613F-HR/ATimelineGroup
WETZEL INVESTMENT ADVISORS, INC.6,742$1.27M0.64%-42513F-HRTimeline
Frederick Financial Consultants, LLC6,738$1.27M0.91%+113F-HRTimeline
PFG Advisors6,722$1.26M0.07%-2,67813F-HRTimeline
National Philanthropic Trust6,656$1.25M0.02%+71513F-HRTimeline
FIDUCIENT ADVISORS LLC6,647$1.25M0.16%+67613F-HRTimeline
Whitegate Investment Counselors, Inc.6,629$1.25M0.44%-22413F-HRTimeline
Integrated Advisors Network LLC6,594$1.24M0.06%-9,13613F-HRTimeline
Perennial Investment Advisors, LLC6,587$1.24M0.14%+1,58013F-HRTimeline
Tranquility Partners, LLC6,569$1.24M0.48%+27113F-HRTimeline
Dana Investment Advisors, Inc.6,557$1.23M0.04%-13,08413F-HRTimeline
Financial Advisors, LLC6,537$1.23M0.24%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.6,513$1.23M0.13%-7,44413F-HRTimeline
Snider Financial Group6,495$1.22M0.4%+53913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,480$1.22M0.04%-4,20313F-HRTimelineGroup
BAILARD, INC.6,468$1.22M0.03%+1,42513F-HRTimeline
Thomasville National Bank6,447$1.21M0.09%013F-HRTimeline
Paladin Advisory Group, LLC6,447$1.21M0.97%+5313F-HRTimeline
Northstar Group, Inc.6,443$1.21M0.2%-8613F-HRTimeline
Smead Capital Management, Inc.6,440$1.21M0.02%-80713F-HRTimeline
Schechter Investment Advisors, LLC6,430$1.21M0.1%+13613F-HRTimeline
Warwick Investment Management, Inc.6,420$1.21M0.25%new13F-HRTimeline
Fort Point Capital Partners LLC6,419$1.21M0.14%+2013F-HRTimeline
CASTLEARK MANAGEMENT LLC6,400$1.2M0.04%013F-HRTimeline
VeraBank, N.A.6,363$1.2M0.33%013F-HRTimeline
BHK Investment Advisors, LLC6,348$1.19M0.5%-47013F-HRTimeline
Mascoma Wealth Management LLC6,330$1.19M0.3%-1,24313F-HRTimeline
WESBANCO BANK INC6,327$1.19M0.04%013F-HRTimeline
Capital Advantage, Inc.6,424$1.19M0.22%013F-HRTimeline
Texas Bank & Trust Co6,311$1.19M0.5%-8013F-HRTimeline
FIRST MANHATTAN CO. LLC.6,274$1.18M<0.01%-8413F-HRTimeline
One Wealth Advisors, LLC6,274$1.18M0.18%-8,01013F-HRTimeline
Amplius Wealth Advisors, LLC6,222$1.17M0.12%013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,200$1.17M0.13%-43013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,235$1.16M0.18%-37713F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC6,147$1.16M0.06%+1,30913F-HRTimelineGroup
High Probability Advisors, LLC6,116$1.15M0.19%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC6,114$1.15M0.1%-3013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …6,318$1.15M0.09%+5113F-HRTimelineGroup
Summit X, LLC6,109$1.15M0.24%+9013F-HRTimeline
Janney Capital Management LLC6,080$1.14M0.08%-4,38913F-HRTimeline
Trust Co of the South6,078$1.14M0.24%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,076$1.14M0.03%+113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,053$1.14M0.03%-68313F-HRTimeline
Advisors Capital Management, LLC6,048$1.14M0.02%-14313F-HRTimeline
Capital Investment Advisors, LLC6,014$1.13M0.02%-913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC6,005$1.13M0.07%013F-HRTimeline
SkyView Investment Advisors, LLC5,975$1.12M0.17%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC5,970$1.12M0.8%-513F-HRTimeline
Live Oak Private Wealth LLC5,927$1.12M0.18%+79813F-HRTimeline
VANCE WEALTH, LLC5,924$1.11M0.42%-1,34713F-HRTimeline
Parkshore Wealth Management, Inc.5,870$1.1M0.64%+1313F-HRTimeline
Apexium Financial, LP5,860$1.1M0.07%013F-HRTimeline
Coastline Trust Co5,859$1.1M0.14%-4513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Advocates Investment Manageme…5,826$1.1M0.08%-6013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,819$1.09M0.45%+113F-HRTimeline
PFG Investments, LLC5,802$1.09M0.07%-11313F-HRTimeline
Parisi Gray Wealth Management5,794$1.09M0.36%+43313F-HRTimeline
Cascade Wealth Advisors, Inc6,117$1.09M0.75%013F-HRTimeline
Jacobi Capital Management LLC5,758$1.08M0.08%+113F-HRTimeline
Fragasso Financial Advisors Inc5,738$1.08M0.08%-20413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,722$1.08M0.02%-3,13713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,708$1.07M<0.01%-206,99613F-HRTimelineGroup
Betterment LLC5,705$1.07M<0.01%-3213F-HRTimeline
Fairvoy Private Wealth, LLC5,698$1.07M0.29%+11413F-HRTimeline
MIDDLETON & CO INC/MA5,696$1.07M0.13%-4013F-HRTimeline
Sendero Wealth Management, LLC5,693$1.07M0.15%-9,61613F-HRTimeline
Strategic Blueprint, LLC5,682$1.07M0.06%-12713F-HRTimeline
F/m Investments LLC5,678$1.07M0.04%+91313F-HRTimeline
Vawter Financial, Ltd.5,673$1.07M0.6%-23913F-HRTimeline
MONECO ADVISORS, LLC5,669$1.07M0.11%+3013F-HR/ATimeline
STABLEFORD CAPITAL II LLC6,049$1.07M0.45%-13413F-HRTimeline
TCI Wealth Advisors, Inc.5,665$1.07M0.09%-2313F-HRTimeline
WealthShield Partners, LLC5,630$1.06M0.14%-31613F-HRTimeline
ANDERSON HOAGLAND & CO6,340$1.06M0.13%013F-HRTimeline
HUB Investment Partners, LLC5,612$1.06M0.04%013F-HRTimeline
CITY HOLDING CO5,604$1.05M0.15%-9013F-HRTimeline
Choate Investment Advisors5,586$1.05M0.03%013F-HRTimeline
Cornerstone Wealth Management, LLC5,563$1.05M0.07%-4313F-HRTimeline
Johnson Bixby & Associates, LLC5,555$1.05M0.16%-22613F-HRTimeline
TSFG, LLC5,542$1.04M0.21%+113F-HRTimeline
Thrive Wealth Management, LLC5,534$1.04M0.2%-1,22413F-HRTimeline
Sharkey, Howes & Javer5,491$1.03M0.15%+813F-HRTimeline
Investment Advisory Group, LLC5,488$1.03M0.35%013F-HRTimeline
Embree Financial Group5,463$1.03M0.17%-97013F-HRTimeline
First National Trust Co5,462$1.03M0.04%013F-HRTimeline
True Link Financial Advisors, LLC5,398$1.02M0.08%new13F-HRTimeline
Tassel Capital Management, Inc.5,383$1.01M0.89%+2313F-HRTimeline
STALEY CAPITAL ADVISERS INC5,358$1.01M0.05%013F-HRTimeline
BlueChip Wealth Advisors LLC5,357$1.01M0.5%013F-HRTimeline
Core Wealth Advisors, Inc.5,340$1M0.32%+113F-HRTimeline
Cambridge Financial Group, LLC5,337$1M0.43%+313F-HRTimeline
Stonebridge Financial Planning Group, L…5,308$999K0.46%+413F-HRTimeline
JT Stratford LLC5,252$988K0.17%+3,61213F-HRTimeline
YANKCOM Partnership5,249$988K0.54%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI5,229$984K0.07%-1513F-HRTimeline
Hoese & Co LLP5,223$983K0.85%013F-HRTimeline
FIRST FINANCIAL CORP /IN/5,204$979K0.47%-6013F-HRTimeline