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Disclosery

IWD ISHARES TR

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ETF (fund)

1,890 managers (1,913 13F filers) reported a position in IWD shares at 2025-12-31, 273,513,716 shares in all. 133 filers opened a position and 60 filers sold out during the quarter.

Managers
1,890
13F filers
1,913
New
133
Added
653
Reduced
547
Sold out
60
Shares held by filers
273,513,716

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Founders Financial Alliance, LLC10,994$2.31M0.44%-76213F-HRTimeline
HMS Capital Management, LLC10,992$2.31M0.96%+22013F-HRTimeline
CGN Advisors LLC10,936$2.3M0.18%-8913F-HRTimeline
Wealth Dimensions Group, Ltd.10,883$2.29M0.45%-7213F-HRTimeline
Asempa Wealth Advisors10,881$2.29M1.97%13F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…10,822$2.28M0.2%-29313F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC10,618$2.23M0.22%013F-HRTimeline
Evercore Wealth Management, LLC10,616$2.23M0.03%-89813F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC10,595$2.23M0.21%+9,03413F-HRTimeline
EVOKE WEALTH, LLC10,567$2.22M0.04%+1,82313F-HRTimeline
CJM Wealth Advisers, Ltd.10,548$2.22M0.66%-4913F-HRTimeline
FAS Wealth Partners, Inc.10,503$2.21M0.14%+913F-HRTimeline
Clarion Wealth Managment Partners, LLC10,496$2.21M2.04%-91713F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC10,489$2.21M0.03%013F-HRTimelineGroup
Index Technologies Group LLC10,477$2.2M2.3%13F-HRTimeline
One Wealth Advisors, LLC10,467$2.2M0.27%+4,19313F-HRTimeline
Manchester Capital Management LLC10,455$2.2M0.3%-43013F-HRTimeline
Epoch Investment Partners, Inc.10,432$2.19M0.01%new13F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC10,399$2.19M1.15%13F-HRTimeline
NovaPoint Capital, LLC10,393$2.19M0.56%+8,46513F-HRTimeline
WestHill Financial Advisors, Inc.10,256$2.16M0.41%-613F-HRTimeline
Affiance Financial, LLC10,247$2.16M0.35%013F-HRTimeline
Florida Trust Wealth Management Co10,222$2.15M0.06%013F-HRTimeline
jvl associates llc10,211$2.15M0.7%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,165$2.14M0.02%-35913F-HRTimelineGroup
Regal Investment Advisors LLC10,162$2.14M0.13%+3,27513F-HRTimeline
BBR PARTNERS, LLC10,159$2.14M0.11%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.10,120$2.13M0.02%+6,32413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,097$2.12M0.08%+3,51313F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC10,013$2.11M0.25%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP10,005$2.1M<0.01%new13F-HRTimelineGroup
Summit Financial Strategies, Inc.9,975$2.1M0.17%+26813F-HRTimeline
ELEMENT POINTE ADVISORS, LLC9,970$2.1M0.41%-9913F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…9,929$2.09M0.66%-8613F-HRTimeline
Avantax Planning Partners, Inc.9,925$2.09M0.06%-1613F-HRTimeline
Bond & Devick Financial Network, Inc.9,910$2.08M0.59%-36513F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT9,850$2.07M0.08%+1,00013F-HRTimeline
Park Place Capital Corp9,836$2.07M0.43%+2,81313F-HRTimeline
InvesTrust9,821$2.07M0.8%+12013F-HRTimeline
LEE DANNER & BASS INC9,799$2.06M0.15%-20013F-HRTimeline
Tactive Advisors, LLC9,799$2.06M0.6%-1,63613F-HRTimeline
J2 Capital Management Inc9,776$2.06M1.5%-3,81013F-HRTimeline
Insight Inv LLC9,767$2.05M1.15%-413F-HRTimeline
Glass Jacobson Investment Advisors llc9,764$2.05M0.74%+213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC9,753$2.05M0.13%-2,12213F-HRTimeline
Advisory Resource Group9,744$2.05M0.36%-44913F-HRTimeline
McGlone Suttner Wealth Management, Inc.9,740$2.05M0.28%new13F-HRTimeline
Indivisible Partners9,711$2.04M0.22%13F-HRTimeline
STEPH & CO9,623$2.02M0.58%+14913F-HRTimeline
Verus Financial Partners, Inc.9,201$2.02M0.19%-1,53413F-HRTimeline
SAX WEALTH ADVISORS, LLC9,571$2.01M0.09%+4913F-HRTimeline
Quotient Wealth Partners, LLC9,558$2.01M0.05%-2313F-HRTimeline
VISTA CAPITAL PARTNERS, INC.9,479$1.99M0.2%+1,63213F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC9,409$1.98M1.11%+23213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC9,335$1.96M0.13%-7213F-HRTimeline
Clearwave Capital, LLC9,282$1.95M1.44%13F-HRTimeline
Geneos Wealth Management Inc.9,264$1.95M0.05%+2613F-HRTimeline
True North Advisors, LLC9,192$1.93M0.25%+31313F-HRTimeline
STABLEFORD CAPITAL II LLC9,186$1.93M0.7%+3,13813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,131$1.92M0.16%+4,48113F-HRTimeline
ANCHYRA PARTNERS LLC9,086$1.91M0.59%13F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC9,064$1.91M0.4%+3813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,063$1.91M0.09%+5,90913F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.8,964$1.89M0.64%013F-HRTimeline
Next Level Private LLC8,960$1.88M0.49%+1313F-HRTimeline
BURLING WEALTH PARTNERS, LLC8,833$1.86M0.29%013F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC8,825$1.86M0.04%-19613F-HRTimelineGroup
Centerpoint Advisory Group8,778$1.85M1.42%-6513F-HRTimeline
Vigil Wealth Management, LLC8,752$1.84M1.53%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,739$1.84M0.05%-6813F-HRTimeline
MYCIO WEALTH PARTNERS, LLC8,715$1.83M0.38%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,631$1.82M0.02%-31913F-HRTimeline
EARNED WEALTH ADVISORS, LLC8,624$1.81M0.13%+1,57713F-HR/ATimeline
American Trust8,619$1.81M0.15%-1,42513F-HRTimeline
Prosperity Planning, Inc.8,597$1.81M0.47%-31713F-HRTimeline
Keystone Wealth Services, LLC8,573$1.8M0.38%+30913F-HRTimeline
Indiana Trust & Investment Management Co8,559$1.8M0.53%-1413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,543$1.8M0.07%-25,22913F-HRTimelineGroup
ARGENT CAPITAL MANAGEMENT LLC8,485$1.78M0.05%new13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC8,476$1.78M0.06%+13413F-HRTimelineGroup
Breachway Investments LLC8,474$1.78M1.88%13F-HRTimeline
Gryphon Financial Partners LLC8,466$1.78M0.19%+8313F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.8,422$1.77M1.51%+3213F-HRTimeline
McAdam, LLC8,421$1.77M0.08%+22013F-HRTimeline
GenWealth Group, Inc.8,168$1.77M0.3%-22913F-HRTimeline
Mount Lucas Management LP8,407$1.77M0.78%new13F-HRTimeline
AlphaCentric Advisors LLC8,407$1.77M1.76%13F-HRTimeline
INTRUST BANK NA8,399$1.77M0.15%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,381$1.76M0.09%+11713F-HRTimeline
MYECFO, LLC8,315$1.75M0.74%-16013F-HRTimeline
RKL Wealth Management LLC8,270$1.74M0.14%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…7,920$1.74M0.02%013F-HRTimeline
Hansen & Associates Financial Group, In…7,718$1.73M0.95%-16613F-HRTimeline
Turtle Creek Wealth Advisors, LLC8,195$1.72M0.14%+2,11013F-HRTimeline
Eldridge Investment Advisors, Inc.8,179$1.72M0.38%013F-HRTimeline
Moran Wealth Management, LLC8,163$1.72M0.05%-56,95713F-HRTimeline
BARRETT & COMPANY, INC.8,065$1.7M0.57%-3713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,052$1.69M0.02%-14413F-HRTimelineGroup
Alamar Capital Management, LLC8,029$1.69M0.93%-7513F-HRTimeline
Clifford Group, LLC8,011$1.69M1.3%-2313F-HRTimeline
Sound View Wealth Advisors Group, LLC7,993$1.68M0.11%-7013F-HRTimeline
David Kennon Inc7,984$1.68M0.6%+33413F-HRTimeline
Hamlin Capital Management, LLC7,975$1.68M0.04%new13F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC7,972$1.68M1.19%-2313F-HRTimeline
Lantz Financial LLC7,959$1.67M0.35%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.7,954$1.67M<0.01%+7213F-HRTimeline
LORD, ABBETT & CO. LLC7,919$1.67M0.01%new13F-HRTimeline
Anchor Investment Management, LLC7,901$1.66M0.14%+15313F-HRTimeline
Cooke Wealth Management, LLC7,569$1.65M1.44%13F-HRTimeline
Litman Gregory Wealth Management LLC7,853$1.65M0.12%+58613F-HRTimeline
Great Waters Wealth Management7,850$1.65M0.18%-8813F-HRTimeline
ORG Partners LLC7,835$1.65M0.29%+2,44713F-HRTimeline
Nabity-Jensen Investment Management Inc7,818$1.64M1.11%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…7,810$1.64M0.24%013F-HRTimeline
Jordan Park Group LLC7,799$1.64M0.1%013F-HRTimeline
BEACON FINANCIAL GROUP7,798$1.64M0.16%013F-HRTimeline
Bensler, LLC7,779$1.64M0.16%+213F-HRTimeline
Oak Barrel Wealth Advisory LLC7,752$1.63M0.97%13F-HRTimeline
Strategic Blueprint, LLC7,719$1.62M0.1%-83213F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …7,455$1.62M0.08%+78413F-HRTimelineGroup
Cooper Financial Group7,702$1.62M0.17%-6813F-HRTimeline
MMA ASSET MANAGEMENT LLC7,665$1.61M0.57%013F-HRTimeline
Key Financial Inc7,662$1.61M0.29%-5213F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…7,613$1.6M0.03%new13F-HRTimelineGroup
Asset Dedication, LLC7,612$1.6M0.11%+413F-HRTimeline
IFG Advisory, LLC7,611$1.6M0.07%-48613F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.7,609$1.6M0.98%-12313F-HRTimeline
First Western Trust Bank7,596$1.6M0.08%-113F-HRTimeline
Providence First Trust Co7,575$1.59M0.55%+6,26813F-HRTimeline
Intrua Financial, LLC7,562$1.59M0.17%+1,53313F-HRTimeline
Cambridge Financial Group, LLC8,168$1.59M0.55%-40813F-HRTimeline
TWO SIGMA SECURITIES, LLC7,528$1.58M0.22%-78213F-HRTimeline
MAYPORT, LLC7,500$1.58M0.32%013F-HRTimeline
Edgestream Partners, L.P.7,498$1.58M0.04%new13F-HRTimeline
Capital Asset Advisory Services LLC7,238$1.57M0.06%+12813F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,433$1.56M0.13%+4613F-HRTimeline
Maxele Advisors, LLC7,429$1.56M1.27%-5013F-HRTimeline
Enclave Advisors LLC7,427$1.56M0.22%-19713F-HRTimeline
Bruce G. Allen Investments, LLC7,371$1.55M1.05%+9213F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC7,317$1.54M0.24%new13F-HRTimeline
PINNACLE ASSOCIATES LTD7,315$1.54M0.02%-3413F-HRTimeline
Perennial Investment Advisors, LLC7,316$1.54M0.12%+69213F-HRTimeline
Sage Mountain Advisors LLC7,295$1.53M0.08%013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC7,293$1.53M0.69%+413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,270$1.53M0.05%-85113F-HRTimelineGroup
Legacy Advisors, LLC7,257$1.53M0.16%-70713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp7,211$1.52M0.07%-3,13213F-HRTimelineGroup
Tannin Capital LLC7,198$1.51M1.35%13F-HRTimeline
Welch & Forbes LLC7,145$1.5M0.02%013F-HRTimeline
GREENLEAF TRUST7,113$1.5M0.01%013F-HRTimeline
Opus Capital Group, LLC7,092$1.49M0.16%-1213F-HRTimeline
DAVENPORT & Co LLC7,076$1.49M0.01%+1,93113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC6,592$1.48M0.43%-2,12513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding6,994$1.47M-48Timeline
B. Riley Wealth Advisors, Inc.6,984$1.47M0.07%+2113F-HRTimeline
Global Wealth Management, LLC6,964$1.46M0.79%013F-HRTimeline
Greenspring Advisors, LLC6,942$1.46M0.09%+4,90213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC6,932$1.46M0.08%+36813F-HRTimelineGroup
Almanack Investment Partners, LLC.6,918$1.46M0.25%013F-HRTimeline
Wick Capital Partners, LLC6,906$1.45M0.26%-45013F-HR/ATimeline
WEST MICHIGAN ADVISORS, LLC6,906$1.45M0.33%+213F-HRTimeline
Larson Financial Group LLC6,866$1.44M0.05%-13813F-HRTimeline
Texas Capital Bank Wealth Management Se…6,830$1.44M0.08%+4,40913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…6,824$1.44M0.22%-16613F-HRTimeline
Aureum Wealth Management, LLC6,817$1.43M1.33%13F-HRTimeline
BHK Investment Advisors, LLC6,803$1.43M0.47%+45213F-HRTimeline
Global Strategic Investment Solutions, …6,795$1.43M0.14%+613F-HRTimeline
First National Trust Co6,778$1.43M0.05%+1,35113F-HRTimeline
American Financial Advisors, LLC6,776$1.43M0.18%-21613F-HRTimeline
Garde Capital, Inc.6,771$1.42M0.08%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK6,771$1.42M0.19%013F-HRTimelineGroup
Ethos Financial Group, LLC6,736$1.42M0.1%-41913F-HRTimeline
LWM Advisory Services, LLC6,717$1.41M0.83%+87413F-HRTimeline
Frederick Financial Consultants, LLC6,716$1.41M0.77%+113F-HRTimeline
Horizon Wealth Management, LLC6,671$1.4M0.22%-78513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC6,666$1.4M0.09%-62013F-HRTimeline
Northstar Group, Inc.6,629$1.39M0.19%+24013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,627$1.39M0.02%-54013F-HRTimeline
Krilogy Financial LLC6,347$1.39M0.05%-8113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,603$1.39M0.03%+36813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC6,579$1.38M0.04%+31213F-HRTimeline
High Probability Advisors, LLC6,564$1.38M0.18%013F-HRTimeline
WEALTH ALLIANCE, LLC6,542$1.38M0.13%-72813F-HRTimeline
Dakota Wealth Management6,511$1.37M0.02%+1,70413F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,501$1.37M0.09%-9613F-HRTimeline
VeraBank, N.A.6,485$1.36M0.25%013F-HRTimeline
Canvas Wealth Advisors, LLC6,480$1.36M0.23%+77513F-HRTimeline
Advisors Capital Management, LLC6,474$1.36M0.02%+87913F-HRTimeline
Verum Partners LLC6,469$1.36M0.27%-24613F-HRTimeline
BAILARD, INC.6,468$1.36M0.03%013F-HRTimeline
Whitegate Investment Counselors, Inc.6,380$1.34M0.42%-9913F-HRTimeline
Cascade Wealth Advisors, Inc6,117$1.34M0.62%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,365$1.34M0.06%-1,91513F-HRTimeline
Capital Investment Advisors, LLC6,355$1.34M0.02%+28613F-HRTimeline
HOURGLASS CAPITAL, LLC6,339$1.33M0.29%+5,27013F-HRTimeline
AlphaCore Capital LLC6,324$1.33M0.03%+3813F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,322$1.33M0.54%-5113F-HRTimeline
United Advisor Group, LLC6,307$1.33M0.17%new13F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,305$1.33M0.12%+3313F-HRTimeline
Main Street Financial Solutions, LLC6,265$1.32M0.1%-1413F-HRTimeline