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Disclosery

IWD ISHARES TR

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ETF (fund)

1,885 managers (1,909 13F filers) reported a position in IWD shares at 2026-03-31, 268,233,059 shares in all. 111 filers opened a position and 106 filers sold out during the quarter.

Managers
1,885
13F filers
1,909
New
111
Added
585
Reduced
708
Sold out
106
Shares held by filers
268,233,059

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Horizon Wealth Management, LLC10,286$2.2M0.32%+3,61513F-HRTimeline
Intrepid Financial Planning Group LLC10,264$2.19M0.89%-77913F-HRTimeline
Affiance Financial, LLC10,247$2.19M0.36%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC10,246$2.19M0.26%+23313F-HRTimeline
jvl associates llc10,211$2.18M0.73%013F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC10,207$2.18M1.17%-19213F-HRTimeline
NovaPoint Capital, LLC10,198$2.18M0.55%-19513F-HRTimeline
New Age Alpha Advisors, LLC10,180$2.18M0.1%-4,99813F-HRTimeline
Advisory Resource Group10,153$2.17M0.37%+40913F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT10,088$2.16M0.09%+23813F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC10,080$2.15M0.12%new13F-HRTimeline
Bond & Devick Financial Network, Inc.10,070$2.15M0.6%+16013F-HRTimeline
Clarion Wealth Managment Partners, LLC10,056$2.15M1.95%-44013F-HRTimeline
Cullen Capital Management, LLC10,026$2.14M0.02%-20,53613F-HRTimeline
Curtis Advisory Group, LLC9,996$2.14M0.46%new13F-HRTimeline
Tactive Advisors, LLC9,993$2.14M0.6%+19413F-HRTimeline
WestHill Financial Advisors, Inc.9,980$2.13M0.41%-27613F-HRTimeline
Summit Financial Strategies, Inc.9,975$2.13M0.17%013F-HRTimeline
Avantax Planning Partners, Inc.9,912$2.12M0.06%-1313F-HRTimeline
Regal Investment Advisors LLC9,911$2.12M0.12%-25113F-HRTimeline
Y-Intercept (Hong Kong) Ltd9,885$2.11M0.04%new13F-HRTimeline
LEE DANNER & BASS INC9,799$2.09M0.13%013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC9,764$2.09M0.39%-20613F-HRTimeline
TRUST POINT INC.9,750$2.08M0.18%+5,91513F-HRTimeline
Glass Jacobson Investment Advisors llc9,741$2.08M0.72%-2313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,696$2.07M0.03%+4,51913F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …9,120$2.07M0.04%+1,66513F-HRTimelineGroup
Verus Financial Partners, Inc.9,202$2.07M0.19%+113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,677$2.07M0.1%+61413F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC9,664$2.06M0.15%-3,15013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC9,635$2.06M0.13%-11813F-HRTimeline
Summit Trail Advisors, LLC9,630$2.06M0.03%-4,40413F-HRTimeline
LRI Investments, LLC9,626$2.06M0.18%+3,45913F-HRTimeline
Quotient Wealth Partners, LLC9,623$2.06M0.05%+6513F-HRTimeline
InvesTrust9,589$2.05M0.86%-23213F-HRTimeline
STEPH & CO9,527$2.04M0.58%-9613F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…9,494$2.03M0.6%-43513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.9,479$2.03M0.2%013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC9,477$2.02M1.52%+6813F-HRTimeline
GFS Advisors, LLC9,440$2.02M0.26%-3,35213F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,422$2.01M0.07%-79,47913F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC9,571$2.01M0.1%013F-HRTimeline
BigSur Wealth Management LLC9,395$2.01M0.56%-3,00013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,388$2.01M0.06%-70913F-HR/ATimelineGroup
Clearwave Capital, LLC9,305$1.99M1.36%+2313F-HRTimeline
McGlone Suttner Wealth Management, Inc.9,304$1.99M0.26%-43613F-HRTimeline
Geneos Wealth Management Inc.9,300$1.99M0.05%+3613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,631$1.98M0.03%013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC9,259$1.98M0.41%+19513F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,218$1.97M0.05%+47913F-HRTimeline
True North Advisors, LLC9,192$1.96M0.22%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\9,165$1.96M<0.01%-4,38813F-HRTimelineGroup
DAVENPORT & Co LLC9,069$1.94M0.01%+1,99313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,031$1.93M0.15%-10013F-HRTimeline
IFC Advisors LLC9,005$1.92M0.28%-2,57613F-HRTimeline
Next Level Private LLC8,985$1.92M0.43%+2513F-HRTimeline
Insight Inv LLC8,971$1.92M1.05%-79613F-HRTimeline
MAYPORT, LLC8,910$1.9M0.35%+1,41013F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…8,905$1.9M0.42%new13F-HRTimelineGroup
Capital Asset Advisory Services LLC8,363$1.9M0.07%+1,12513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC8,860$1.89M0.14%-47513F-HRTimeline
BURLING WEALTH PARTNERS, LLC8,833$1.89M0.31%013F-HRTimeline
Centerpoint Advisory Group8,778$1.88M1.41%013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.8,757$1.87M1.48%+33513F-HRTimeline
Vigil Wealth Management, LLC8,752$1.87M1.51%013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC8,715$1.86M0.37%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,666$1.85M0.13%+4,86413F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC8,663$1.85M0.12%+3913F-HRTimeline
Indiana Trust & Investment Management Co8,559$1.83M0.56%013F-HRTimeline
Breachway Investments LLC8,476$1.82M1.75%+213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,519$1.82M0.07%-2413F-HRTimelineGroup
RKL Wealth Management LLC8,471$1.81M0.16%+20113F-HRTimeline
INTRUST BANK NA8,399$1.79M0.15%013F-HRTimeline
STABLEFORD CAPITAL II LLC8,397$1.79M0.67%-78913F-HRTimeline
David Kennon Inc8,373$1.79M0.64%+38913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,354$1.79M0.09%-2713F-HRTimeline
Security Financial Services, INC.8,329$1.78M0.28%new13F-HRTimeline
Sage Mountain Advisors LLC8,321$1.78M0.12%+1,02613F-HRTimeline
American Trust8,263$1.77M0.16%-35613F-HRTimeline
MYECFO, LLC8,215$1.76M0.73%-10013F-HRTimeline
Eldridge Investment Advisors, Inc.8,180$1.75M0.38%+113F-HRTimeline
GenWealth Group, Inc.8,133$1.74M0.3%-3513F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.7,707$1.73M0.98%+9813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,062$1.72M0.05%+79213F-HRTimelineGroup
Foundations Investment Advisors, LLC8,042$1.72M0.02%+2,36813F-HRTimeline
Alamar Capital Management, LLC8,029$1.72M1.05%013F-HRTimeline
Sound View Wealth Advisors Group, LLC7,993$1.71M0.12%013F-HRTimeline
First Western Trust Bank7,976$1.7M0.09%+38013F-HRTimeline
Perennial Investment Advisors, LLC7,942$1.7M0.14%+62613F-HRTimeline
Clifford Group, LLC7,937$1.7M1.31%-7413F-HRTimeline
Anchor Investment Management, LLC7,917$1.69M0.14%+1613F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC7,842$1.68M1.13%-13013F-HRTimeline
Great Waters Wealth Management7,841$1.68M0.18%-913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co7,826$1.67M0.02%-22613F-HRTimelineGroup
Nabity-Jensen Investment Management Inc7,818$1.67M1.16%013F-HRTimeline
Jordan Park Group LLC7,799$1.67M0.09%013F-HRTimeline
BEACON FINANCIAL GROUP7,798$1.67M0.17%013F-HRTimeline
BARRETT & COMPANY, INC.7,792$1.66M0.57%-27313F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise7,783$1.66M0.06%new13F-HRTimelineGroup
Qube Research & Technologies Ltd7,776$1.66M<0.01%-13,84013F-HRTimeline
EAGLE CAPITAL MANAGEMENT LLC7,759$1.66M0.01%-411,90113F-HRTimeline
National Philanthropic Trust7,719$1.65M0.02%-9,65713F-HRTimeline
Columbia Bank7,668$1.64M0.47%+1,71413F-HRTimeline
HARBOUR INVESTMENTS, INC.7,666$1.64M0.03%+1,41413F-HRTimeline
Key Financial Inc7,662$1.64M0.29%013F-HRTimeline
Prosperity Planning, Inc.7,662$1.64M0.41%-93513F-HRTimeline
United Advisor Group, LLC7,621$1.63M0.2%+1,31413F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…7,578$1.62M0.04%-3513F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC7,528$1.61M0.57%-13713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…7,245$1.61M0.02%-67513F-HRTimeline
FINANCIAL DISCOVERY GROUP INC7,449$1.59M3.72%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,439$1.59M0.13%+613F-HRTimeline
Cooke Wealth Management, LLC7,411$1.58M1.4%-15813F-HRTimeline
Galvin, Gaustad & Stein, LLC7,376$1.58M0.13%+5,22513F-HRTimeline
Keystone Wealth Services, LLC7,356$1.57M0.34%-1,21713F-HRTimeline
PINNACLE ASSOCIATES LTD7,355$1.57M0.02%+4013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp7,314$1.56M0.07%+10313F-HRTimelineGroup
CAMBRIDGE CAPITAL MANAGEMENT, LLC7,293$1.56M0.67%013F-HRTimeline
Bruce G. Allen Investments, LLC7,292$1.56M1.02%-7913F-HRTimeline
Legacy Advisors, LLC7,257$1.55M0.18%013F-HRTimeline
GREENLEAF TRUST7,183$1.53M0.02%+7013F-HRTimeline
Providence First Trust Co7,130$1.52M0.54%-44513F-HRTimeline
Enclave Advisors LLC7,096$1.52M0.22%-33113F-HRTimeline
Opus Capital Group, LLC7,092$1.51M0.16%013F-HRTimeline
FIRST MANHATTAN CO. LLC.7,028$1.5M<0.01%-92613F-HRTimeline
Advisors Capital Management, LLC7,012$1.5M0.02%+53813F-HRTimeline
Greenspring Advisors, LLC7,002$1.5M0.09%+6013F-HRTimeline
Wick Capital Partners, LLC6,996$1.49M0.27%+9013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP6,972$1.49M0.09%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC6,966$1.49M0.08%+3413F-HRTimelineGroup
Global Wealth Management, LLC6,964$1.49M0.81%013F-HRTimeline
Cambridge Financial Group, LLC6,955$1.49M0.5%-1,21313F-HRTimeline
Almanack Investment Partners, LLC.6,918$1.48M0.25%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,889$1.47M0.32%-1713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding6,881$1.47M-113Timeline
Global Strategic Investment Solutions, …6,819$1.46M0.14%+2413F-HRTimeline
Tannin Capital LLC6,806$1.45M1.06%-39213F-HRTimeline
BHK Investment Advisors, LLC6,805$1.45M0.49%+213F-HRTimeline
Connecticut Wealth Management, LLC6,791$1.45M0.06%+67013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC6,784$1.45M0.37%+19213F-HRTimeline
American Financial Advisors, LLC6,782$1.45M0.19%+613F-HRTimeline
Texas Capital Bank Wealth Management Se…6,774$1.45M0.09%-5613F-HRTimeline
Garde Capital, Inc.6,771$1.45M0.09%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK6,771$1.45M0.2%013F-HRTimelineGroup
Capital Investment Advisors, LLC6,721$1.44M0.02%+36613F-HR/ATimeline
HUB Investment Partners, LLC6,706$1.43M0.04%+1,51713F-HRTimeline
Cascade Wealth Advisors, Inc6,117$1.43M0.63%013F-HRTimeline
Krilogy Financial LLC6,351$1.43M0.05%+413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…6,680$1.43M0.23%-14413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC6,664$1.42M0.09%-213F-HRTimeline
Bensler, LLC6,646$1.42M0.15%-1,13313F-HRTimeline
McAdam, LLC6,644$1.42M0.06%-1,77713F-HRTimeline
Asset Dedication, LLC6,634$1.42M0.1%-97813F-HRTimeline
Northstar Group, Inc.6,632$1.42M0.2%+313F-HRTimeline
Mascoma Wealth Management LLC6,580$1.41M0.29%+70013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC6,575$1.4M0.04%-7,37913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC6,569$1.4M0.04%-1013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,549$1.4M0.03%-5413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,517$1.39M0.02%-11013F-HR/ATimeline
HORAN Wealth, LLC6,606$1.39M0.13%+3,30313F-HRTimeline
VeraBank, N.A.6,485$1.39M0.25%013F-HRTimeline
Ethos Financial Group, LLC6,604$1.39M0.1%-13213F-HRTimeline
Canvas Wealth Advisors, LLC6,480$1.38M0.24%013F-HRTimeline
BAILARD, INC.6,468$1.38M0.03%013F-HRTimeline
Frederick Financial Consultants, LLC6,460$1.38M0.69%-25613F-HRTimeline
Tranquility Partners, LLC6,458$1.38M0.52%+44413F-HRTimeline
Verum Partners LLC6,445$1.38M0.26%-2413F-HRTimeline
Larson Financial Group LLC6,398$1.37M0.04%-46813F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC6,341$1.35M0.02%new13F-HRTimelineGroup
Dakota Wealth Management6,313$1.35M0.03%-19813F-HR/ATimeline
MATRIX ASSET ADVISORS INC/NY6,306$1.35M0.12%+113F-HRTimeline
Smead Capital Management, Inc.6,264$1.34M0.03%+1,87213F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,245$1.33M0.53%-7713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/6,226$1.33M<0.01%+2,96013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST6,227$1.33M0.51%13F-HRTimeline
High Probability Advisors, LLC6,221$1.33M0.17%-34313F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…6,204$1.33M0.15%+2913F-HRTimeline
Texas Bank & Trust Co6,168$1.32M0.5%013F-HRTimeline
Main Street Financial Solutions, LLC6,146$1.31M0.1%-11913F-HRTimeline
Thrive Wealth Management, LLC6,128$1.31M0.2%+17713F-HRTimeline
Asempa Wealth Advisors6,089$1.31M1.14%-4,79213F-HRTimeline
Crusonia Wealth Advisors LLC6,107$1.3M0.27%-5513F-HRTimeline
Certified Advisory Corp6,086$1.3M0.12%-12113F-HRTimeline
Turtle Creek Wealth Advisors, LLC6,085$1.3M0.1%-2,11013F-HRTimeline
Seneca Financial Advisors LLC6,061$1.3M0.38%+413F-HRTimeline
TFO Wealth Partners, LLC6,051$1.29M0.18%+2313F-HRTimeline
Warwick Investment Management, Inc.6,039$1.29M0.19%+313F-HRTimeline
Whitegate Investment Counselors, Inc.6,030$1.29M0.41%-35013F-HRTimeline
Bogart Wealth, LLC6,008$1.28M0.05%+1,28413F-HRTimeline
Trust Co of the South6,000$1.28M0.21%013F-HRTimeline
Amplius Wealth Advisors, LLC5,987$1.28M0.11%-26313F-HRTimeline
SkyView Investment Advisors, LLC5,975$1.28M0.17%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC5,937$1.27M0.18%-1,38013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC5,912$1.26M0.07%-4513F-HRTimeline
Welch & Forbes LLC5,895$1.26M0.02%-1,25013F-HRTimeline
Meridian Wealth Management, LLC5,893$1.26M0.04%-4713F-HRTimeline
Belpointe Asset Management LLC5,864$1.25M0.05%-28113F-HRTimeline
Capital Advantage, Inc.5,850$1.25M0.16%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,838$1.25M0.01%-4,28213F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,821$1.24M0.43%013F-HRTimeline