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Disclosery

IWD ISHARES TR

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ETF (fund)

1,719 managers (1,742 13F filers) reported a position in IWD shares at 2025-06-30, 258,182,053 shares in all. 111 filers opened a position and 89 filers sold out during the quarter.

Managers
1,719
13F filers
1,742
New
111
Added
587
Reduced
579
Sold out
89
Shares held by filers
258,182,053

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BENEDICT FINANCIAL ADVISORS INC9,294$1.81M0.41%-4213F-HRTimeline
Geneos Wealth Management Inc.9,229$1.79M0.04%-7,77513F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV9,226$1.79M0.54%+2213F-HRTimeline
IFC Advisors LLC9,005$1.75M0.33%013F-HRTimeline
Tactive Advisors, LLC8,970$1.74M0.56%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.8,964$1.74M0.68%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,950$1.74M0.02%-36113F-HRTimeline
Prosperity Planning, Inc.8,914$1.73M0.5%-4613F-HRTimeline
Next Level Private LLC8,880$1.72M0.56%+813F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT8,850$1.72M0.07%013F-HRTimeline
Parkside Advisors LLC8,845$1.72M0.38%013F-HRTimeline
MYECFO, LLC8,838$1.72M0.84%-31013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,776$1.7M0.02%+2013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC8,630$1.7M0.55%+63913F-HRTimeline
MYCIO WEALTH PARTNERS, LLC8,715$1.69M0.39%013F-HRTimeline
INTRUST BANK NA8,675$1.68M0.15%+20813F-HRTimeline
Breed's Hill Capital LLC8,603$1.67M0.8%013F-HRTimeline
Indiana Trust & Investment Management Co8,573$1.67M0.55%-10413F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC8,571$1.66M1.07%-13413F-HRTimeline
McAdam, LLC8,459$1.64M0.09%+1,53913F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.8,420$1.64M1.57%+39213F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC8,390$1.63M1.25%-40913F-HRTimeline
Paladin Advisory Group, LLC8,362$1.62M1.24%+1,91513F-HRTimeline
Global Wealth Management, LLC8,220$1.62M0.89%013F-HRTimeline
Aegis Wealth Management LLC8,560$1.61M0.97%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,272$1.61M0.11%-57413F-HRTimeline
RKL Wealth Management LLC8,270$1.61M0.14%013F-HRTimeline
IFG Advisory, LLC8,263$1.6M0.08%+46913F-HRTimeline
Keystone Wealth Services, LLC8,253$1.6M0.39%-62913F-HRTimeline
World Investment Advisors8,248$1.6M0.04%+13013F-HRTimeline
Gryphon Financial Partners LLC8,179$1.59M0.21%-44813F-HRTimeline
Strategic Blueprint, LLC8,140$1.58M0.08%+2,45813F-HRTimeline
Alamar Capital Management, LLC8,104$1.57M0.85%013F-HRTimeline
BARRETT & COMPANY, INC.8,090$1.57M0.59%-3313F-HRTimeline
Clifford Group, LLC8,036$1.56M1.28%-21113F-HRTimeline
American Financial Advisors, LLC8,017$1.56M0.22%-3413F-HRTimeline
EVOKE WEALTH, LLC8,006$1.55M0.04%+4,80513F-HRTimeline
Sound View Wealth Advisors Group, LLC7,975$1.55M0.11%-12513F-HRTimeline
True North Advisors, LLC7,969$1.55M0.3%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,963$1.55M0.13%+96613F-HRTimeline
Great Waters Wealth Management7,940$1.54M0.2%+2913F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…7,920$1.54M0.01%013F-HRTimeline
Cooper Financial Group7,910$1.54M0.18%-30113F-HRTimeline
SEVEN MILE ADVISORY7,898$1.53M0.92%-7813F-HRTimeline
Alpine Global Management, LLC7,853$1.53M0.36%new13F-HRTimeline
BEACON FINANCIAL GROUP7,842$1.52M0.16%-7313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…7,836$1.52M0.24%013F-HRTimeline
Nabity-Jensen Investment Management Inc7,818$1.52M1.12%013F-HRTimeline
Advisory Resource Group7,813$1.52M0.29%+51513F-HRTimeline
Jordan Park Group LLC7,799$1.51M0.1%013F-HRTimeline
Bensler, LLC7,776$1.51M0.17%+213F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC7,752$1.51M0.06%+1,60513F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,750$1.51M0.05%+6213F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,744$1.5M0.06%-32,95013F-HRTimelineGroup
PARAGON FINANCIAL PARTNERS, INC.7,721$1.5M1.02%+413F-HRTimeline
B. Riley Wealth Advisors, Inc.7,714$1.5M0.07%-5,39813F-HRTimeline
Key Financial Inc7,691$1.49M0.3%+513F-HRTimeline
Enclave Advisors LLC7,621$1.48M0.24%+52513F-HRTimeline
RFP Financial Group LLC7,616$1.48M0.61%013F-HRTimeline
Asset Dedication, LLC7,615$1.48M0.11%+44713F-HRTimeline
Anchor Investment Management, LLC7,586$1.47M0.13%+213F-HRTimeline
Seneca Financial Advisors LLC7,580$1.47M0.57%-2913F-HRTimeline
David Kennon Inc7,557$1.47M0.55%+27813F-HRTimeline
Eagle Strategies LLC7,555$1.47M0.22%-9113F-HRTimeline
GenWealth Group, Inc.7,552$1.47M0.3%-1,03913F-HRTimeline
Park Place Capital Corp7,440$1.46M0.33%-1,14913F-HRTimeline
MAYPORT, LLC7,500$1.46M0.35%013F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS7,495$1.46M0.03%013F-HRTimeline
Wick Capital Partners, LLC8,654$1.45M0.38%+1,17313F-HRTimeline
MMA ASSET MANAGEMENT LLC7,473$1.45M0.56%013F-HRTimeline
Sage Mountain Advisors LLC7,468$1.45M0.09%+2,68513F-HRTimeline
Maxele Advisors, LLC7,459$1.45M1.26%+5513F-HRTimeline
GREENLEAF TRUST7,388$1.43M0.01%+7513F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,380$1.43M0.12%+713F-HRTimeline
Horizon Wealth Management, LLC7,364$1.43M0.25%+9713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,360$1.43M0.02%+6713F-HRTimeline
Amplius Wealth Advisors, LLC7,332$1.42M0.13%+1,11013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC7,278$1.41M0.76%+1813F-HRTimeline
Litman Gregory Wealth Management LLC7,267$1.41M0.11%013F-HRTimeline
Bruce G. Allen Investments, LLC7,254$1.41M1.07%-24413F-HRTimeline
Capital Asset Advisory Services LLC7,146$1.4M0.07%+18113F-HRTimeline
Larson Financial Group LLC7,204$1.4M0.06%-51813F-HRTimeline
Ethos Financial Group, LLC7,182$1.39M0.12%-8,63013F-HRTimeline
Opus Capital Group, LLC7,173$1.39M0.17%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…7,149$1.39M0.23%013F-HRTimeline
Welch & Forbes LLC7,145$1.39M0.02%-7513F-HRTimeline
Washington Trust Bank7,133$1.39M0.12%-20,44813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Colonial Trust Advisorsgroup of 2 filers holding7,118$1.38M-1,382Timeline
EARNED WEALTH ADVISORS, LLC7,046$1.37M0.27%-46013F-HRTimeline
Vestmark Advisory Solutions, Inc.6,955$1.35M0.02%new13F-HRTimeline
Verum Partners LLC6,946$1.35M0.31%-10813F-HRTimeline
MGO ONE SEVEN LLC6,930$1.35M0.04%-12913F-HRTimeline
Garde Capital, Inc.6,921$1.34M0.07%-17413F-HRTimeline
CHEMUNG CANAL TRUST CO6,914$1.34M0.28%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,911$1.34M0.04%+43113F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC6,902$1.34M0.38%-7413F-HRTimeline
Capital World Investors6,831$1.32M<0.01%-3,33713F-HRTimeline
Global Strategic Investment Solutions, …6,783$1.32M0.14%-6013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC6,775$1.32M0.09%-613F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK6,771$1.32M0.18%013F-HRTimelineGroup
Perennial Investment Advisors, LLC6,755$1.31M0.13%+16813F-HRTimeline
Frederick Financial Consultants, LLC6,739$1.31M0.81%+113F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,734$1.31M0.03%+1,61513F-HRTimeline
LONDON CO OF VIRGINIA6,704$1.3M0.01%-37,01513F-HRTimeline
Whitegate Investment Counselors, Inc.6,629$1.29M0.44%013F-HRTimeline
Alteri Wealth LLC6,611$1.28M0.5%-1,23113F-HRTimeline
FIDUCIENT ADVISORS LLC6,597$1.28M0.16%-5013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,597$1.28M0.1%-1,03013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/6,551$1.27M<0.01%-8,51013F-HRTimeline
Coastline Trust Co6,551$1.27M0.15%+69213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Certified Advisory Corp6,545$1.27M0.13%-34113F-HRTimeline
Financial Advisors, LLC6,537$1.27M0.24%013F-HRTimeline
Cascade Wealth Advisors, Inc6,485$1.27M0.72%+36813F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD6,530$1.27M<0.01%-3,72413F-HRTimelineGroup
Tranquility Partners, LLC6,502$1.26M0.45%-6713F-HRTimeline
VeraBank, N.A.6,485$1.26M0.25%+12213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,476$1.26M0.03%+42313F-HRTimeline
BAILARD, INC.6,468$1.26M0.03%013F-HRTimeline
Warwick Investment Management, Inc.6,461$1.25M0.24%+4113F-HRTimeline
Northstar Group, Inc.6,446$1.25M0.19%+313F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,426$1.25M0.57%-31613F-HRTimeline
HRT FINANCIAL LP6,407$1.24M0.01%new13F-HRTimeline
Fort Point Capital Partners LLC6,384$1.24M0.12%-3513F-HRTimeline
FIRST MANHATTAN CO. LLC.6,374$1.24M<0.01%+10013F-HRTimeline
BHK Investment Advisors, LLC6,349$1.23M0.48%+113F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …6,206$1.22M0.08%-11213F-HRTimelineGroup
AlphaCore Capital LLC6,284$1.22M0.05%+4,57513F-HRTimeline
Thomasville National Bank6,282$1.22M0.08%-16513F-HRTimeline
One Wealth Advisors, LLC6,274$1.22M0.17%013F-HRTimeline
Texas Bank & Trust Co6,218$1.21M0.48%-9313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,202$1.2M0.17%-3313F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,200$1.2M0.12%013F-HR/ATimeline
STABLEFORD CAPITAL II LLC6,049$1.2M0.45%013F-HRTimeline
WESBANCO BANK INC6,145$1.19M0.04%-18213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC6,140$1.19M0.09%+2613F-HRTimeline
Snider Financial Group6,119$1.19M0.34%-37613F-HRTimeline
High Probability Advisors, LLC6,116$1.19M0.18%013F-HRTimeline
Summit X, LLC6,115$1.19M0.22%+613F-HRTimeline
Sunbelt Securities, Inc.6,401$1.18M0.1%+5,12913F-HRTimeline
Turtle Creek Wealth Advisors, LLC6,085$1.18M0.14%new13F-HRTimeline
Mascoma Wealth Management LLC6,080$1.18M0.27%-25013F-HRTimeline
Trust Co of the South6,078$1.18M0.21%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.6,024$1.17M0.11%-48913F-HRTimeline
Capital Investment Advisors, LLC6,008$1.17M0.02%-613F-HR/ATimeline
SIGMA INVESTMENT COUNSELORS INC6,005$1.17M0.06%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,994$1.16M0.04%+2,18113F-HRTimeline
Choate Investment Advisors5,986$1.16M0.03%+40013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC5,984$1.16M0.08%new13F-HRTimelineGroup
SkyView Investment Advisors, LLC5,975$1.16M0.17%013F-HRTimeline
National Philanthropic Trust5,925$1.15M0.02%-73113F-HRTimeline
Capital Advantage, Inc.5,920$1.15M0.18%-50413F-HRTimeline
Capital International Investorsin group Capital International Investo…5,945$1.15M<0.01%-2,79213F-HRTimelineGroup
Apexium Financial, LP5,906$1.15M0.06%+4613F-HRTimeline
Thrive Wealth Management, LLC5,896$1.15M0.18%+36213F-HRTimeline
Betterment LLC5,885$1.14M<0.01%+18013F-HRTimeline
Fairvoy Private Wealth, LLC5,844$1.14M0.28%+14613F-HRTimeline
MONECO ADVISORS, LLC5,824$1.13M0.11%+15513F-HRTimeline
PFG Investments, LLC5,822$1.13M0.07%+2013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,819$1.13M0.41%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,797$1.13M0.29%-1,32513F-HRTimeline
Cambridge Financial Group, LLC5,784$1.12M0.42%+44713F-HRTimeline
HARBOUR INVESTMENTS, INC.5,775$1.12M0.03%-30113F-HRTimeline
VANCE WEALTH, LLC5,745$1.12M0.38%-17913F-HRTimeline
Parkshore Wealth Management, Inc.5,739$1.11M0.54%-13113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,731$1.11M0.04%-4,64813F-HRTimeline
Balboa Wealth Partners5,727$1.11M0.22%new13F-HRTimeline
Jacobi Capital Management LLC5,720$1.11M0.07%-3813F-HRTimeline
Embree Financial Group5,712$1.11M0.17%+24913F-HRTimeline
Fragasso Financial Advisors Inc5,703$1.11M0.07%-3513F-HRTimeline
MIDDLETON & CO INC/MA5,696$1.11M0.12%013F-HRTimeline
Sendero Wealth Management, LLC5,693$1.11M0.14%013F-HR/ATimeline
Parisi Gray Wealth Management5,665$1.1M0.32%-12913F-HRTimeline
Live Oak Private Wealth LLC5,654$1.1M0.16%-27313F-HRTimeline
TCI Wealth Advisors, Inc.5,617$1.09M0.07%-4813F-HRTimeline
Advisors Capital Management, LLC5,606$1.09M0.01%-44213F-HRTimeline
TSFG, LLC5,543$1.08M0.19%+113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…5,543$1.08M0.03%-1,71213F-HRTimelineGroup
Cornerstone Wealth Management, LLC5,542$1.08M0.07%-2113F-HRTimeline
Investment Advisory Group, LLC5,519$1.07M0.32%+3113F-HRTimeline
WealthShield Partners, LLC5,517$1.07M0.13%-11313F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC5,513$1.07M0.05%-2,43313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.5,491$1.07M0.13%+76413F-HRTimeline
CITY HOLDING CO5,488$1.07M0.14%-11613F-HRTimeline
First National Trust Co5,462$1.06M0.04%013F-HRTimeline
Chesley Taft & Associates LLC5,369$1.04M0.05%+60513F-HRTimeline
UPTICK PARTNERS, LLC5,362$1.04M0.3%+20313F-HRTimeline
STALEY CAPITAL ADVISERS INC5,358$1.04M0.04%013F-HRTimeline
BlueChip Wealth Advisors LLC5,357$1.04M0.46%013F-HRTimeline
Core Wealth Advisors, Inc.5,342$1.04M0.3%+213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,335$1.04M0.04%+14313F-HRTimelineGroup
ANDERSON HOAGLAND & CO5,320$1.03M0.1%-1,02013F-HRTimeline
Stonebridge Financial Planning Group, L…5,312$1.03M0.43%+413F-HRTimeline
Janney Capital Management LLC5,300$1.03M0.07%-78013F-HRTimeline
LWM Advisory Services, LLC5,264$1.02M0.71%new13F-HRTimeline
YANKCOM Partnership5,249$1.02M0.5%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI5,229$1.02M0.07%013F-HRTimeline
CENTRAL TRUST Co5,219$1.01M0.02%+12413F-HRTimeline
JP Wealth Management, Inc.5,216$1.01M0.76%-976,22713F-HRTimeline
Prosperity Consulting Group, LLC5,204$1.01M0.07%+1,84213F-HRTimeline
FIRST FINANCIAL CORP /IN/5,204$1.01M0.45%013F-HRTimeline