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Disclosery

IWD ISHARES TR

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ETF (fund)

1,736 managers (1,757 13F filers) reported a position in IWD shares at 2025-09-30, 255,073,325 shares in all. 94 filers opened a position and 65 filers sold out during the quarter.

Managers
1,736
13F filers
1,757
New
94
Added
554
Reduced
622
Sold out
65
Shares held by filers
255,073,325

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC9,026$1.84M0.4%-26813F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC9,021$1.84M0.04%-6,76613F-HRTimelineGroup
Next Level Private LLC8,947$1.84M0.53%+6713F-HRTimeline
IFC Advisors LLC9,005$1.83M0.34%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.8,964$1.82M0.65%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,950$1.82M0.02%013F-HRTimeline
Prosperity Planning, Inc.8,914$1.81M0.49%013F-HRTimeline
True North Advisors, LLC8,879$1.81M0.29%+91013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT8,850$1.8M0.07%013F-HRTimeline
Centerpoint Advisory Group8,843$1.8M1.4%-69413F-HRTimeline
BURLING WEALTH PARTNERS, LLC8,833$1.8M0.3%+6,83213F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,807$1.79M0.05%-1,34313F-HRTimeline
CHEMUNG CANAL TRUST CO8,759$1.78M0.36%+1,84513F-HRTimeline
EVOKE WEALTH, LLC8,744$1.78M0.04%+73813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC8,717$1.77M0.61%+8713F-HRTimeline
MYCIO WEALTH PARTNERS, LLC8,715$1.77M0.41%013F-HRTimeline
Cambridge Financial Group, LLC8,576$1.75M0.56%+2,79213F-HRTimeline
Indiana Trust & Investment Management Co8,573$1.75M0.53%013F-HRTimeline
Strategic Blueprint, LLC8,551$1.74M0.08%+41113F-HRTimeline
MYECFO, LLC8,475$1.73M0.78%-36313F-HRTimeline
INTRUST BANK NA8,399$1.71M0.14%-27613F-HRTimeline
GenWealth Group, Inc.8,397$1.71M0.32%+84513F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.8,390$1.71M1.53%-3013F-HRTimeline
Gryphon Financial Partners LLC8,383$1.71M0.19%+20413F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC8,342$1.7M0.06%+59013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC8,310$1.69M0.25%-6,12113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC8,280$1.69M0.12%+6,72113F-HRTimeline
RKL Wealth Management LLC8,270$1.68M0.14%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,264$1.68M0.1%-813F-HRTimeline
Keystone Wealth Services, LLC8,264$1.68M0.37%+1113F-HRTimeline
McAdam, LLC8,201$1.67M0.08%-25813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,196$1.67M0.02%-58013F-HRTimelineGroup
Eldridge Investment Advisors, Inc.8,179$1.67M0.38%-2,61413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,121$1.65M0.05%+37113F-HRTimelineGroup
Alamar Capital Management, LLC8,104$1.65M0.87%013F-HRTimeline
BARRETT & COMPANY, INC.8,102$1.65M0.57%+1213F-HRTimeline
IFG Advisory, LLC8,097$1.65M0.07%-16613F-HRTimeline
Sound View Wealth Advisors Group, LLC8,063$1.64M0.11%+8813F-HRTimeline
Clifford Group, LLC8,034$1.64M1.27%-213F-HRTimeline
Hansen & Associates Financial Group, In…7,884$1.63M0.68%new13F-HRTimeline
Sepio Capital, LP8,017$1.63M0.1%-25,89113F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC7,995$1.63M1.2%-39513F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…7,920$1.62M0.01%013F-HRTimeline
Legacy Advisors, LLC7,964$1.62M0.2%new13F-HRTimeline
Great Waters Wealth Management7,938$1.62M0.19%-213F-HRTimeline
FIRST MANHATTAN CO. LLC.7,882$1.6M<0.01%+1,50813F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,847$1.6M0.16%-2,75713F-HRTimeline
Nabity-Jensen Investment Management Inc7,818$1.59M1.1%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…7,810$1.59M0.23%-2613F-HRTimeline
Jordan Park Group LLC7,799$1.59M0.09%013F-HRTimeline
BEACON FINANCIAL GROUP7,798$1.59M0.16%-4413F-HRTimeline
Bensler, LLC7,777$1.58M0.16%+113F-HRTimeline
Cooper Financial Group7,770$1.58M0.18%-14013F-HRTimeline
Anchor Investment Management, LLC7,748$1.58M0.13%+16213F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.7,732$1.57M0.99%+1113F-HRTimeline
Key Financial Inc7,714$1.57M0.29%+2313F-HRTimeline
MMA ASSET MANAGEMENT LLC7,665$1.56M0.52%+19213F-HRTimeline
David Kennon Inc7,650$1.56M0.56%+9313F-HRTimeline
Enclave Advisors LLC7,624$1.55M0.24%+313F-HRTimeline
Asset Dedication, LLC7,608$1.55M0.1%-713F-HRTimeline
First Western Trust Bank7,597$1.55M0.07%-2,35613F-HRTimeline
MAYPORT, LLC7,500$1.53M0.33%013F-HRTimeline
Maxele Advisors, LLC7,479$1.52M1.31%+2013F-HRTimeline
Aegis Wealth Management LLC7,471$1.52M0.81%-1,08913F-HRTimeline
Horizon Wealth Management, LLC7,456$1.52M0.22%+9213F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,387$1.5M0.12%+713F-HRTimeline
Wick Capital Partners, LLC7,356$1.5M0.36%-1,29813F-HRTimeline
PINNACLE ASSOCIATES LTD7,349$1.5M0.02%-2,51013F-HRTimeline
Sage Mountain Advisors LLC7,295$1.49M0.09%-17313F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC7,289$1.48M0.71%+1113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,286$1.48M0.1%+51113F-HRTimeline
Bruce G. Allen Investments, LLC7,279$1.48M1.06%+2513F-HRTimeline
TCI Wealth Advisors, Inc.7,279$1.48M0.09%+1,66213F-HRTimeline
WEALTH ALLIANCE, LLC7,270$1.48M0.15%new13F-HRTimeline
Litman Gregory Wealth Management LLC7,267$1.48M0.11%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,167$1.46M0.02%-19313F-HRTimeline
Ethos Financial Group, LLC7,155$1.46M0.11%-2713F-HRTimeline
Welch & Forbes LLC7,145$1.45M0.02%013F-HRTimeline
FIDUCIENT ADVISORS LLC7,129$1.45M0.17%+53213F-HRTimeline
GREENLEAF TRUST7,113$1.45M0.01%-27513F-HRTimeline
Capital Asset Advisory Services LLC7,110$1.45M0.06%-3613F-HRTimeline
Opus Capital Group, LLC7,104$1.45M0.16%-6913F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS7,080$1.44M0.03%-41513F-HRTimeline
EARNED WEALTH ADVISORS, LLC7,047$1.43M0.24%+113F-HRTimeline
Capital World Investors7,058$1.43M<0.01%+22713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding7,042$1.43M-76Timeline
Park Place Capital Corp7,023$1.43M0.3%-41713F-HRTimeline
Larson Financial Group LLC7,004$1.43M0.05%-20013F-HRTimeline
American Financial Advisors, LLC6,992$1.42M0.18%-1,02513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…6,990$1.42M0.23%-15913F-HRTimeline
Vise Technologies, Inc.6,969$1.42M0.05%-6,41013F-HRTimeline
Global Wealth Management, LLC6,964$1.42M0.74%-1,25613F-HRTimeline
B. Riley Wealth Advisors, Inc.6,963$1.42M0.07%-75113F-HRTimeline
RFP Financial Group LLC7,616$1.41M0.57%013F-HRTimeline
Almanack Investment Partners, LLC.6,918$1.41M0.22%-3,58013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,904$1.41M0.34%+213F-HRTimeline
Regal Investment Advisors LLC6,887$1.4M0.09%+3,21713F-HRTimeline
Global Strategic Investment Solutions, …6,789$1.38M0.14%+613F-HRTimeline
Garde Capital, Inc.6,771$1.38M0.07%-15013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK6,771$1.38M0.18%013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…6,735$1.37M0.03%+113F-HRTimeline
Verum Partners LLC6,715$1.37M0.29%-23113F-HRTimeline
Frederick Financial Consultants, LLC6,715$1.37M0.77%-2413F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …6,671$1.36M0.08%+46513F-HRTimelineGroup
Seneca Financial Advisors LLC6,639$1.35M0.44%-94113F-HRTimeline
Perennial Investment Advisors, LLC6,624$1.35M0.11%-13113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,584$1.34M0.05%+3,64913F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC6,564$1.34M0.08%+58013F-HRTimelineGroup
High Probability Advisors, LLC6,564$1.34M0.18%+44813F-HRTimeline
Financial Advisors, LLC6,537$1.33M0.24%013F-HRTimeline
VeraBank, N.A.6,485$1.32M0.25%013F-HRTimeline
Whitegate Investment Counselors, Inc.6,479$1.32M0.43%-15013F-HRTimeline
Warwick Investment Management, Inc.6,474$1.32M0.23%+1313F-HRTimeline
BAILARD, INC.6,468$1.32M0.03%013F-HRTimeline
Krilogy Financial LLC6,428$1.31M0.05%new13F-HRTimeline
Coastline Trust Co6,438$1.31M0.14%-11313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SG Americas Securities, LLC6,431$1.31M<0.01%-99,86313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC6,408$1.3M0.06%+5,67713F-HRTimeline
Northstar Group, Inc.6,389$1.3M0.19%-5713F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,373$1.3M0.55%-5313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,597$1.29M0.1%013F-HRTimeline
BHK Investment Advisors, LLC6,351$1.29M0.48%+213F-HRTimeline
Applied Finance Capital Management, LLC6,331$1.29M0.09%-18,72813F-HRTimeline
Certified Advisory Corp6,308$1.28M0.12%-23713F-HRTimeline
AlphaCore Capital LLC6,286$1.28M0.04%+213F-HRTimeline
Main Street Financial Solutions, LLC6,279$1.28M0.08%+1,68013F-HRTimeline
One Wealth Advisors, LLC6,274$1.28M0.16%013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,272$1.28M0.12%+7213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC6,267$1.28M0.04%+27313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,235$1.27M0.03%-24113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,228$1.27M0.15%+2613F-HRTimeline
Cascade Wealth Advisors, Inc6,117$1.26M0.62%-36813F-HRTimeline
Texas Bank & Trust Co6,168$1.26M0.47%-5013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC6,148$1.25M0.08%+813F-HRTimeline
Capital International Investorsin group Capital International Investo…6,139$1.25M<0.01%+19413F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/6,124$1.25M<0.01%-42713F-HRTimeline
Connecticut Wealth Management, LLC6,114$1.24M0.06%+1,43113F-HRTimeline
Tranquility Partners, LLC6,098$1.24M0.42%-40413F-HRTimeline
Thomasville National Bank6,097$1.24M0.08%-18513F-HRTimeline
Turtle Creek Wealth Advisors, LLC6,085$1.24M0.11%013F-HRTimeline
WESBANCO BANK INC6,079$1.24M0.03%-6613F-HRTimeline
Capital Investment Advisors, LLC6,069$1.24M0.02%+6113F-HRTimeline
STABLEFORD CAPITAL II LLC6,048$1.23M0.44%-113F-HRTimeline
Intrua Financial, LLC6,029$1.23M0.14%new13F-HRTimeline
Trust Co of the South6,000$1.22M0.2%-7813F-HRTimeline
TFO Wealth Partners, LLC5,998$1.22M0.2%+1,18613F-HRTimeline
Amplius Wealth Advisors, LLC5,987$1.22M0.11%-1,34513F-HRTimeline
SkyView Investment Advisors, LLC5,975$1.22M0.15%013F-HRTimeline
Thrive Wealth Management, LLC5,959$1.21M0.18%+6313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC5,935$1.21M0.06%-7013F-HRTimeline
Choate Investment Advisors5,926$1.21M0.02%-6013F-HRTimeline
National Philanthropic Trust5,925$1.21M0.01%013F-HRTimeline
Mascoma Wealth Management LLC5,880$1.2M0.26%-20013F-HRTimeline
Fort Point Capital Partners LLC5,853$1.19M0.15%-53113F-HRTimeline
Apexium Financial, LP5,853$1.19M0.06%-5313F-HRTimeline
Fairvoy Private Wealth, LLC5,844$1.19M0.27%013F-HRTimeline
LWM Advisory Services, LLC5,843$1.19M0.69%+57913F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,820$1.18M0.4%+113F-HRTimeline
Capital Advantage, Inc.5,799$1.18M0.18%-12113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,797$1.18M0.28%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.5,763$1.17M0.1%-26113F-HRTimeline
HARBOUR INVESTMENTS, INC.5,762$1.17M0.03%-1313F-HRTimeline
Canvas Wealth Advisors, LLC5,705$1.17M0.21%+1,07513F-HRTimeline
Jacobi Capital Management LLC5,722$1.16M0.07%+213F-HRTimeline
MIDDLETON & CO INC/MA5,696$1.16M0.13%013F-HRTimeline
Sendero Wealth Management, LLC5,693$1.16M0.14%013F-HRTimeline
Fragasso Financial Advisors Inc5,645$1.16M0.07%-5813F-HRTimeline
Live Oak Private Wealth LLC5,662$1.15M0.16%+813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,653$1.15M0.03%-7813F-HRTimeline
VANCE WEALTH, LLC5,597$1.14M0.35%-14813F-HRTimeline
Advisors Capital Management, LLC5,595$1.14M0.01%-1113F-HRTimeline
Snider Financial Group5,561$1.13M0.31%-55813F-HRTimeline
Foundations Investment Advisors, LLC5,559$1.13M0.02%+51813F-HRTimeline
PFG Investments, LLC5,544$1.13M0.06%-27813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…5,543$1.13M0.03%013F-HRTimelineGroup
Parisi Gray Wealth Management5,532$1.13M0.29%-13313F-HRTimeline
Legacy Capital Wealth Partners, LLC5,532$1.13M0.24%+2,25313F-HRTimeline
CITY HOLDING CO5,524$1.12M0.14%+3613F-HRTimeline
Investment Advisory Group, LLC5,519$1.12M0.31%013F-HRTimeline
Smead Capital Management, Inc.5,506$1.12M0.02%+2,01013F-HRTimeline
Cornerstone Wealth Management, LLC5,484$1.12M0.06%-5813F-HRTimeline
ORG Partners LLC5,388$1.12M0.2%+2,40313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,477$1.12M0.04%+14213F-HRTimelineGroup
Clark Capital Management Group, Inc.5,456$1.11M0.01%+1,84713F-HRTimeline
Chesley Taft & Associates LLC5,432$1.11M0.05%+6313F-HRTimeline
First National Trust Co5,427$1.1M0.04%-3513F-HRTimeline
Alteri Wealth LLC5,423$1.1M0.38%-1,18813F-HRTimeline
TSFG, LLC5,409$1.1M0.17%-13413F-HRTimeline
MONECO ADVISORS, LLC5,404$1.1M0.09%-42013F-HRTimeline
Vawter Financial, Ltd.5,398$1.1M0.5%new13F-HR/ATimeline
Core Wealth Advisors, Inc.5,383$1.1M0.29%+4113F-HRTimeline
STALEY CAPITAL ADVISERS INC5,358$1.09M0.04%013F-HRTimeline
F/m Investments LLC5,343$1.09M0.04%+41413F-HRTimeline
Stonebridge Financial Planning Group, L…5,317$1.08M0.41%+513F-HRTimeline
Fortitude Family Office, LLC5,300$1.08M0.29%new13F-HRTimeline
YANKCOM Partnership5,249$1.07M0.48%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI5,229$1.06M0.07%013F-HRTimeline
CENTRAL TRUST Co5,219$1.06M0.02%013F-HRTimeline
JP Wealth Management, Inc.5,216$1.06M0.71%013F-HRTimeline
BlueChip Wealth Advisors LLC5,205$1.06M0.45%-15213F-HRTimeline