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Disclosery

IWD ISHARES TR

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ETF (fund)

1,958 managers (1,982 13F filers) reported a position in IWD shares at 2026-06-30, 265,613,918 shares in all. 144 filers opened a position and 69 filers sold out during the quarter.

Managers
1,958
13F filers
1,982
New
144
Added
585
Reduced
700
Sold out
69
Shares held by filers
265,613,918

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Mascoma Wealth Management LLC5,880$1.43M0.26%-70013F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH5,870$1.42M0.01%-7,23013F-HRTimelineGroup
Capital Advantage, Inc.5,850$1.42M0.17%013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,821$1.41M0.43%013F-HRTimeline
Dakota Wealth Management5,813$1.41M0.03%-50013F-HRTimeline
Choate Investment Advisors5,786$1.4M0.02%013F-HRTimeline
Independent Solutions Wealth Management…5,785$1.4M0.18%+3,43913F-HRTimeline
Ellevest, Inc.6,000$1.4M0.17%+69213F-HRTimeline
Mount Lucas Management LP5,771$1.4M0.5%-6,05413F-HRTimeline
AlphaCentric Advisors LLC5,771$1.4M1.19%-6,05413F-HRTimeline
Proficio Capital Partners LLC5,761$1.4M0.05%013F-HRTimeline
Thomasville National Bank5,761$1.4M0.08%13F-HRTimeline
Walsh & Associates, LLC5,702$1.38M1.13%+1813F-HRTimeline
MIDDLETON & CO INC/MA5,696$1.38M0.15%013F-HRTimeline
Sendero Wealth Management, LLC5,693$1.38M0.14%013F-HRTimeline
Stonebridge Financial Group, LLC / MO5,693$1.38M0.92%+613F-HRTimeline
LRI Investments, LLC5,673$1.38M0.11%-3,95313F-HRTimeline
Colter Lewis Investment Partners LLC5,670$1.37M0.61%+1713F-HRTimeline
Fragasso Financial Advisors Inc5,633$1.37M0.07%-1213F-HRTimeline
JSF Financial, LLC5,608$1.36M0.22%+3,03513F-HRTimeline
Wedmont Private Capital5,505$1.36M0.04%+1,37913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,599$1.36M0.15%-12113F-HRTimeline
Fort Point Capital Partners LLC5,580$1.35M0.14%+1513F-HRTimeline
Alamar Capital Management, LLC5,579$1.35M0.68%-2,45013F-HRTimeline
Investment Advisory Group, LLC5,573$1.35M0.29%+113F-HRTimeline
Elyxium Wealth, LLC5,541$1.34M0.14%013F-HRTimeline
Belpointe Asset Management LLC5,525$1.34M0.04%-33913F-HRTimeline
CRA Financial Services, LLC5,514$1.34M0.15%+5013F-HRTimeline
McAdam, LLC5,512$1.34M0.05%-1,13213F-HRTimeline
BCI SECURITIES, INC.5,471$1.33M11.43%013F-HRTimeline
Bedel Financial Consulting, Inc.5,469$1.33M0.13%+8113F-HRTimeline
Jacobi Capital Management LLC5,430$1.32M0.06%-5313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,427$1.32M0.02%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,411$1.31M0.02%-4,28513F-HRTimeline
BLUELINE ADVISORS LLC5,402$1.31M0.91%013F-HRTimeline
Vawter Financial, Ltd.5,399$1.31M0.49%013F-HRTimeline
Fairvoy Private Wealth, LLC5,396$1.31M0.26%013F-HRTimeline
Zhang Financial LLC5,366$1.3M0.04%+20513F-HRTimeline
ADIRONDACK TRUST CO5,362$1.3M0.39%-613F-HRTimeline
STALEY CAPITAL ADVISERS INC5,358$1.3M0.05%013F-HRTimeline
BlueChip Wealth Advisors LLC5,350$1.3M0.49%013F-HRTimeline
Alteri Wealth LLC5,338$1.29M0.36%-1713F-HRTimeline
Cornerstone Wealth Management, LLC5,336$1.29M0.06%+2313F-HRTimeline
Parisi Gray Wealth Management5,333$1.29M0.27%-10513F-HRTimeline
Stonebridge Financial Planning Group, L…5,328$1.29M0.41%+313F-HRTimeline
Core Wealth Advisors, Inc.5,314$1.29M0.26%-2513F-HRTimeline
PFG Investments, LLC5,304$1.29M0.05%+6013F-HRTimeline
Fortitude Family Office, LLC5,300$1.28M0.25%013F-HRTimeline
YANKCOM Partnership5,258$1.27M0.46%013F-HRTimeline
Sigma Planning Corp5,258$1.27M0.03%+16513F-HRTimeline
Investmark Advisory Group LLC5,236$1.27M0.48%+613F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC5,216$1.26M0.52%-5313F-HRTimeline
JP Wealth Management, Inc.5,216$1.26M0.8%013F-HRTimeline
Sharkey, Howes & Javer5,196$1.26M0.15%+613F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…5,193$1.26M0.16%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,159$1.26M0.08%+9013F-HRTimeline
ANDERSON HOAGLAND & CO5,183$1.26M0.1%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,180$1.26M0.01%-65813F-HR/ATimeline
Bonfire Financial5,172$1.25M0.81%+1613F-HRTimeline
R.H. Investment Group, LLC5,162$1.25M0.94%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,148$1.25M<0.01%+4,02013F-HRTimelineGroup
Cambridge Financial Group, LLC5,145$1.25M0.39%-1,81013F-HRTimeline
CITY HOLDING CO5,120$1.24M0.14%+1413F-HRTimeline
BSW Wealth Partners5,098$1.24M0.14%-5013F-HRTimeline
Strategic Family Wealth Counselors, L.L…5,085$1.23M0.29%+1,38613F-HRTimeline
Tassel Capital Management, Inc.5,072$1.23M0.58%+1613F-HRTimeline
WESBANCO BANK INC5,051$1.22M0.03%-48213F-HRTimeline
S&CO INC5,050$1.22M0.07%013F-HRTimeline
Curi Capital, LLC5,031$1.22M0.02%-74913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,022$1.22M0.03%+3,72813F-HRTimeline
Chesley Taft & Associates LLC5,006$1.21M0.05%-31013F-HRTimeline
Sidoxia Capital Management, LLC4,964$1.2M0.88%+4313F-HRTimeline
Rodgers & Associates, LTD4,963$1.2M0.11%-23813F-HRTimeline
Smead Capital Management, Inc.4,956$1.2M0.03%-1,30813F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS4,925$1.19M0.02%013F-HRTimeline
Bison Wealth, LLC4,822$1.19M0.11%+37113F-HRTimeline
Clear Harbor Asset Management, LLC4,903$1.19M0.07%+1,59213F-HRTimeline
Elmwood Wealth Management, Inc.4,892$1.19M0.3%-15013F-HRTimeline
Bridgewater Advisors Inc.4,663$1.19M0.06%-24213F-HRTimeline
Nvest Financial, LLC4,867$1.18M0.37%-7713F-HRTimeline
Monument Capital Management4,842$1.17M0.24%+3,86113F-HRTimeline
HighPoint Advisor Group LLC4,839$1.17M0.04%-513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,826$1.17M0.02%+22113F-HRTimelineGroup
TSFG, LLC4,809$1.17M0.15%-2213F-HRTimeline
Accurate Wealth Management, LLC4,719$1.16M0.11%+33213F-HRTimeline
Symmetry Partners, LLC4,802$1.16M0.06%-6113F-HRTimeline
Warner Group LLC4,788$1.16M0.29%+1,96113F-HRTimeline
Robinson Value Management, Ltd.4,779$1.16M0.62%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG4,764$1.16M0.02%013F-HRTimelineGroup
UPTICK PARTNERS, LLC4,769$1.16M0.18%-513F-HRTimeline
Aspen Grove Capital, LLC4,730$1.15M0.17%+14713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO4,727$1.15M0.28%013F-HRTimeline
Aegis Wealth Management LLC4,699$1.14M0.54%013F-HRTimeline
Cascade Financial Partners, LLC4,686$1.14M0.1%+1,28913F-HRTimeline
Clark Capital Management Group, Inc.4,661$1.13M0.01%+27313F-HRTimeline
ES4, LLC4,654$1.13M0.59%+1413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC4,632$1.12M0.64%-8013F-HRTimeline
RiverFront Investment Group, LLC4,608$1.12M0.01%+10013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,601$1.12M<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.4,596$1.11M0.3%-8913F-HRTimeline
MBL Wealth, LLC4,594$1.11M0.08%-4013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,581$1.11M0.02%-5,71413F-HRTimelineGroup
TritonPoint Partners, LLCgroup of 2 filers holding4,574$1.11M+2,398Timeline
MOR Wealth Management, LLC4,550$1.1M0.44%013F-HRTimeline
Root Financial Partners, LLC4,548$1.1M0.04%-37913F-HRTimeline
Woodside Wealth Management LLC4,535$1.1M0.77%013F-HRTimeline
First Bank & Trust4,521$1.1M0.16%013F-HRTimeline
FIDUCIENT ADVISORS LLC4,502$1.09M0.16%-44513F-HRTimeline
Walkner Condon Financial Advisors LLC4,477$1.09M0.13%-10213F-HRTimeline
Welch & Forbes LLC4,470$1.08M0.01%-1,42513F-HRTimeline
Guidance Point Advisors, LLC4,459$1.08M0.23%-8313F-HRTimeline
Roehl & Yi Investment Advisors, LLC4,457$1.08M0.36%013F-HRTimeline
Mezzasalma Advisors, LLC4,433$1.07M0.22%+10013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC4,422$1.07M0.15%-1,51513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd4,419$1.07M0.01%new13F-HRTimelineGroup
Curran Financial Partners, LLC4,413$1.07M0.16%+48313F-HRTimeline
REGIMEN WEALTH, LLC4,410$1.07M0.29%+1413F-HRTimeline
HOGE FINANCIAL SERVICES, LLC4,381$1.06M0.51%+1313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,381$1.06M0.09%-213F-HRTimeline
Advisors Capital Management, LLC4,376$1.06M0.01%-2,63613F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.4,371$1.06M0.37%-1,87413F-HRTimeline
Park Place Capital Corp4,351$1.05M0.17%-45513F-HRTimeline
Sovran Advisors, LLC4,165$1.05M0.08%013F-HRTimeline
First National Trust Co4,320$1.05M0.04%+4213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,314$1.05M0.01%+1,20413F-HRTimelineGroup
Barnett & Company, Inc.4,311$1.05M0.77%+7513F-HRTimeline
Magnolia Private Wealth, LLC4,302$1.04M0.57%013F-HRTimeline
Annex Advisory Services, LLC4,302$1.04M0.02%-14613F-HRTimeline
Veracity Capital LLC4,286$1.04M0.28%013F-HRTimeline
Embree Financial Group4,273$1.04M0.1%+913F-HRTimeline
GERMAN AMERICAN BANCORP, INC.4,257$1.03M0.08%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC4,246$1.03M0.49%+14813F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/4,236$1.03M<0.01%-1,99013F-HRTimeline
Robertson Stephens Wealth Management, L…4,235$1.03M0.03%-31513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,214$1.02M0.05%+35113F-HRTimeline
Patten Group, Inc.4,209$1.02M0.16%-41113F-HRTimeline
Resonant Capital Advisors, LLC4,183$1.01M0.05%+1813F-HRTimeline
Partners in Financial Planning4,170$1.01M0.15%+513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,166$1.01M0.04%-3213F-HRTimeline
GOLDEN ROAD ADVISORS LLC4,154$1.01M0.49%-9413F-HRTimeline
1834 INVESTMENT ADVISORS CO4,138$1M0.11%-2713F-HRTimeline
Plante Moran Financial Advisors, LLC4,135$1M0.05%-1513F-HRTimeline
Crestwood Advisors Group, LLC4,134$1M0.01%+8413F-HRTimeline
LONDON CO OF VIRGINIA4,130$1M0.01%-6,42713F-HRTimeline
Evergreen Advisors, LLC4,128$1M0.21%013F-HRTimeline
American Investment Services, Inc.4,076$988K0.21%013F-HRTimeline
Occidental Asset Management, LLC4,042$980K0.1%-46213F-HRTimeline
MRWM Advisors, LLC4,037$979K0.4%013F-HRTimeline
Independence Bank of Kentucky4,021$975K0.11%013F-HRTimeline
Kelman-Lazarov, Inc.4,020$974K0.13%+113F-HRTimeline
Lutz Financial Services LLC4,010$972K0.06%013F-HRTimeline
Alpha Financial Advisors, LLC4,003$971K0.27%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC4,000$970K0.04%new13F-HRTimeline
BANTAMAC CAPITAL, LLC4,000$970K0.69%013F-HRTimeline
Bell Bank3,985$966K0.04%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,978$964K0.02%-45613F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.3,958$960K0.09%013F-HRTimeline
Matthew Goff Investment Advisor, LLC3,952$958K0.16%-29213F-HRTimeline
Brown Financial Advisory3,949$957K0.4%013F-HRTimeline
Lakewood Asset Management LLC3,947$957K0.52%-17413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,946$957K0.08%+4413F-HRTimelineGroup
CVA Family Office, LLC3,941$955K0.09%013F-HRTimeline
Harbor Asset Planning, Inc.3,927$952K0.71%+10013F-HRTimeline
Paragon Capital Management Ltd3,901$946K0.18%-10713F-HRTimeline
LongView Wealth Management3,894$944K0.24%-13113F-HRTimeline
Rothschild Wealth LLC3,885$942K0.08%+2,68313F-HRTimeline
William Howard & Co Financial Advisors …3,878$940K0.73%+1313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,866$937K0.16%-13213F-HRTimeline
FIRST UNITED BANK & TRUST3,852$934K0.27%-1513F-HRTimeline
Continuum Advisory, LLC3,851$934K0.08%+313F-HRTimeline
LOWERY THOMAS, LLC3,851$934K0.46%+1213F-HRTimeline
ABLE Financial Group, LLC3,842$931K0.16%013F-HRTimeline
INVENIO WEALTH PARTNERS LLC3,830$929K0.33%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,828$928K0.05%+1,09813F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS3,822$927K0.44%-2113F-HRTimeline
Sunpointe, LLC3,805$922K0.26%+313F-HRTimeline
AdvisorNet Financial, Inc3,805$922K0.04%+313F-HRTimeline
Emprise Bank3,801$921K0.34%013F-HRTimeline
EIGHT 31 FINANCIAL, LLC3,775$915K0.54%-30213F-HRTimeline
Live Oak Private Wealth LLC3,771$914K0.11%-1,85613F-HRTimeline
Michels Family Financial, LLC3,760$911K0.58%-3313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,751$909K0.19%+20313F-HRTimeline
Roxbury Financial LLC3,748$909K0.72%-2613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,732$905K<0.01%-10213F-HRTimelineGroup
Rice Partnership, LLC3,731$905K0.11%-23213F-HRTimeline
Capital Investment Advisory Services, L…3,703$898K0.06%+38013F-HRTimeline
Independent Advisor Alliance3,688$894K0.02%-22,64513F-HRTimeline
GLR Partners, LLC3,672$890K0.41%-11313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,667$889K0.02%-57613F-HRTimelineGroup
Johnson Bixby & Associates, LLC3,662$888K0.1%+413F-HRTimeline
Rockbridge Investment Management, LCC3,658$887K0.07%013F-HRTimeline
Front Row Advisors LLC3,428$884K0.26%+20013F-HRTimeline
Legacy Trust3,635$881K0.16%-65013F-HRTimeline
Coastline Trust Co3,634$881K0.08%-82113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WOODMONT INVESTMENT COUNSEL LLC3,631$880K0.05%013F-HRTimeline
WARNER FINANCIAL, INC3,627$879K0.26%+1013F-HRTimeline
3 FACTOR INDEXING, LLC3,615$876K0.74%013F-HRTimeline
Archford Capital Strategies, LLC3,604$874K0.09%-12213F-HRTimeline
Heartwood Wealth Advisors LLC3,587$870K0.07%-3213F-HRTimeline
MARS JEWETT FINANCIAL GROUP, INC.3,579$868K0.18%+713F-HRTimeline