IWD ISHARES TR

ETF (fund)

1,718 managers (1,740 13F filers) reported a position in IWD shares at 2024-12-31, 278,188,134 shares in all. 121 filers opened a position and 72 filers sold out during the quarter.

Managers: 1,718
13F filers: 1,740
New: 121
Added: 612
Reduced: 482
Sold out: 72
Shares held by filers: 278,188,134

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Legacy Capital Wealth Partners, LLC	5,667	$1.05M	0.26%	new	13F-HR Timeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …	5,652	$1.05M	0.02%	+4,047	13F-HR Timeline Group
Harvest Investment Services, LLC	5,651	$1.05M	0.26%	+18	13F-HR Timeline
MONECO ADVISORS, LLC	5,639	$1.04M	0.11%	-31	13F-HR/A Timeline
HUB Investment Partners, LLC	5,612	$1.04M	0.04%	-189	13F-HR Timeline
Cornerstone Wealth Management, LLC	5,606	$1.04M	0.07%	-69	13F-HR Timeline
Choate Investment Advisors	5,586	$1.03M	0.02%	0	13F-HR Timeline
Fairvoy Private Wealth, LLC	5,584	$1.03M	0.27%		13F-HR Timeline
TSFG, LLC	5,541	$1.03M	0.21%	-24	13F-HR Timeline
SEIZERT CAPITAL PARTNERS, LLC	5,542	$1.03M	0.05%	new	13F-HR Timeline
Coppell Advisory Solutions LLC	5,551	$1.03M	0.14%	-241	13F-HR Timeline
Csenge Advisory Group	5,495	$1.02M	0.06%	-316	13F-HR Timeline
Investment Advisory Group, LLC	5,488	$1.02M	0.34%	+41	13F-HR Timeline
Sharkey, Howes & Javer	5,483	$1.02M	0.14%	-545	13F-HR Timeline
First National Trust Co	5,462	$1.01M	0.04%	0	13F-HR Timeline
Welch & Forbes LLC	5,460	$1.01M	0.01%	+610	13F-HR Timeline
Parisi Gray Wealth Management	5,361	$993K	0.32%	+53	13F-HR Timeline
Tassel Capital Management, Inc.	5,360	$992K	0.88%		13F-HR Timeline
STALEY CAPITAL ADVISERS INC	5,358	$992K	0.04%	0	13F-HR Timeline
BlueChip Wealth Advisors LLC	5,357	$992K	0.55%	+88	13F-HR Timeline
Core Wealth Advisors, Inc.	5,339	$988K	0.33%	+93	13F-HR Timeline
Cambridge Financial Group, LLC	5,334	$987K	0.42%	-53	13F-HR Timeline
PACIFIC FINANCIAL GROUP INC	5,329	$986K	0.73%	-71	13F-HR Timeline
Annex Advisory Services, LLC	5,307	$983K	0.03%	+463	13F-HR Timeline
Veracity Capital LLC	5,307	$982K	0.36%	+748	13F-HR Timeline
Stonebridge Financial Planning Group, L…	5,304	$982K	0.44%	new	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	5,300	$981K	0.03%	0	13F-HR Timeline
Texas Capital Bank Wealth Management Se…	5,294	$980K	0.1%	+63	13F-HR Timeline
MILLER HOWARD INVESTMENTS INC /NY	5,280	$977K	0.03%	new	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	5,264	$975K	0.45%	-86	13F-HR Timeline
YANKCOM Partnership	5,249	$972K	0.52%		13F-HR Timeline
NORRIS PERNE & FRENCH LLP/MI	5,244	$971K	0.07%	-21,121	13F-HR Timeline
Hoese & Co LLP	5,223	$967K	0.84%	-1	13F-HR Timeline
JP Wealth Management, Inc.	5,216	$966K	0.71%		13F-HR Timeline
Compound Planning, Inc.	5,169	$957K	0.05%	-433	13F-HR Timeline
UPTICK PARTNERS, LLC	5,159	$955K	0.35%	+186	13F-HR Timeline
Investmark Advisory Group LLC	5,150	$953K	0.47%	+9	13F-HR Timeline
Hemington Wealth Management	5,151	$953K	0.24%	+1	13F-HR Timeline
Private Portfolio Partners LLC	5,132	$950K	0.17%	+80	13F-HR Timeline
Arax Advisory Partners	5,132	$950K	0.06%	+234	13F-HR Timeline
Live Oak Private Wealth LLC	5,129	$950K	0.16%	-73	13F-HR Timeline
Brown Financial Advisory	5,117	$947K	0.67%	-90	13F-HR Timeline
Financial Insights, Inc.	5,081	$941K	0.35%	0	13F-HR Timeline
Opal Wealth Advisors, LLC	5,075	$940K	0.28%	new	13F-HR Timeline
Plante Moran Financial Advisors, LLC	5,068	$938K	0.08%	-100	13F-HR Timeline
S&CO INC	5,050	$934K	0.06%	0	13F-HR Timeline
Bonfire Financial	5,045	$934K	0.85%		13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	5,044	$934K	0.51%		13F-HR Timeline
BAILARD, INC.	5,043	$934K	0.02%	+109	13F-HR Timeline
STEEL GROVE CAPITAL ADVISORS, LLC	5,025	$930K	0.13%	new	13F-HR Timeline
Symmetry Partners, LLC	5,012	$928K	0.13%	+579	13F-HR Timeline
Perennial Investment Advisors, LLC	5,007	$927K	0.11%	+1,361	13F-HR Timeline
Patten Group, Inc.	5,007	$927K	0.21%	-601	13F-HR Timeline
Alexis Investment Partners, LLC	5,004	$926K	0.45%		13F-HR Timeline
Meridian Wealth Management, LLC	4,986	$923K	0.04%	-48	13F-HR Timeline
Intergy Private Wealth, LLC	4,966	$919K	0.34%	new	13F-HR Timeline
Beaumont Financial Advisors, LLC	4,952	$917K	0.07%	-53	13F-HR Timeline
Calamos Wealth Management LLCin group Calamos Advisors LLC	4,838	$896K	0.04%	0	13F-HR Timeline Group
ADIRONDACK TRUST CO	4,817	$892K	0.34%	+130	13F-HR Timeline
Bogart Wealth, LLC	4,783	$885K	0.04%	+30	13F-HR Timeline
Lakewood Asset Management LLC	4,779	$885K	0.61%	+154	13F-HR Timeline
JAMES INVESTMENT RESEARCH, INC.	4,777	$884K	0.11%	0	13F-HR Timeline
F/m Investments LLC	4,765	$882K	0.03%	new	13F-HR Timeline
Headlands Technologies LLC	4,764	$882K	0.09%	+4,142	13F-HR Timeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.	4,764	$882K	<0.01%	0	13F-HR Timeline Group
MORRIS FINANCIAL CONCEPTS, INC.	4,741	$878K	0.38%	-116	13F-HR Timeline
Connecticut Wealth Management, LLC	4,734	$876K	0.04%	+1	13F-HR Timeline
Regent Peak Wealth Advisors LLC	4,706	$871K	0.2%	-292	13F-HR/A Timeline
First Bank & Trust	4,700	$870K	0.17%	-157	13F-HR Timeline
Legacy Trust	4,695	$869K	0.2%	0	13F-HR Timeline
REGIMEN WEALTH, LLC	4,668	$864K	0.28%	+141	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	4,638	$859K	0.1%	+2,436	13F-HR Timeline
Willow Creek Wealth Management Inc.	4,635	$858K	0.09%	-44	13F-HR Timeline
Bedel Financial Consulting, Inc.	4,404	$856K	0.12%	+57	13F-HR Timeline
Stanich Group LLC	4,611	$854K	0.64%		13F-HR Timeline
Guidance Point Advisors, LLC	4,581	$848K	0.24%	+23	13F-HR Timeline
CRA Financial Services, LLC	4,578	$848K	0.15%	+98	13F-HR Timeline
Cadence Bank	4,572	$846K	0.06%	+176	13F-HR Timeline
Andina Capital Management, LLC	4,570	$846K	0.69%	new	13F-HR Timeline
Magnolia Private Wealth, LLC	4,563	$845K	0.75%		13F-HR Timeline
American Investment Services, Inc.	4,526	$838K	0.15%	0	13F-HR/A Timeline
Barnett & Company, Inc.	4,525	$838K	0.55%	0	13F-HR Timeline
INDEPENDENT FINANCIAL GROUP, LLC	4,517	$836K	0.03%	+160	13F-HR Timeline
HOGE FINANCIAL SERVICES, LLC	4,474	$828K	0.61%	+24	13F-HR Timeline
Roxbury Financial LLC	4,136	$826K	0.8%		13F-HR Timeline
INVENIO WEALTH PARTNERS LLC	4,453	$824K	0.35%	0	13F-HR Timeline
LAKE STREET ADVISORS GROUP, LLC	4,452	$824K	0.04%	-652	13F-HR Timeline
Walkner Condon Financial Advisors LLC	4,433	$821K	0.17%	+642	13F-HR Timeline
Cyndeo Wealth Partners, LLC	4,433	$821K	0.06%	-84	13F-HR Timeline
Matthew Goff Investment Advisor, LLC	4,387	$812K	0.15%	-5	13F-HR Timeline
Washington Trust Advisors, Inc.	4,374	$810K	0.07%	+749	13F-HR Timeline
Accurate Wealth Management, LLC	4,400	$808K	0.15%	-2,059	13F-HR Timeline
BSW Wealth Partners	4,358	$807K	0.12%	0	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	4,354	$806K	0.04%	-69	13F-HR Timeline
Mezzasalma Advisors, LLC	4,333	$802K	0.26%	new	13F-HR Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…	4,330	$802K	0.01%	+918	13F-HR Timeline Group
Palisade Asset Management, LLC	4,319	$800K	0.08%	+1	13F-HR Timeline
Nvest Financial, LLC	4,316	$799K	0.41%	+86	13F-HR Timeline
Fort Sheridan Advisors LLC	4,291	$794K	0.12%	+399	13F-HR Timeline
ATLAS CAPITAL ADVISORS INC.	4,277	$792K	0.1%	+468	13F-HR Timeline
Ascent Group, LLCin group Ascent Group, LLC	4,271	$791K	0.06%	-7,269	13F-HR Timeline Group
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…	4,254	$788K	<0.01%	+44	13F-HR Timeline Group
LOWERY THOMAS, LLC	4,254	$787K	0.51%	+23	13F-HR Timeline
AdvisorNet Financial, Inc	4,247	$786K	0.07%	+1,466	13F-HR Timeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…	4,215	$780K	0.16%	0	13F-HR Timeline
CVA Family Office, LLC	4,183	$774K	0.12%	0	13F-HR Timeline
Paragon Capital Management Ltd	4,182	$774K	0.15%	-519	13F-HR Timeline
Fisher Asset Management, LLC	4,179	$774K	<0.01%	+1,920	13F-HR Timeline
LOWE BROCKENBROUGH & CO INC	4,177	$773K	0.05%	0	13F-HR Timeline
Legacy Advisors, LLC	4,168	$772K	0.07%	0	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	4,159	$770K	0.06%	-118	13F-HR Timeline
FIRST UNITED BANK & TRUST	4,152	$769K	0.28%	-35	13F-HR Timeline
Partners in Financial Planning	4,149	$768K	0.16%	0	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	4,135	$766K	0.02%	0	13F-HR Timeline
Bison Wealth, LLC	4,121	$763K	0.17%	+502	13F-HR Timeline
Columbia Bank	4,073	$761K	0.26%	+870	13F-HR Timeline
Virtue Capital Management, LLC	4,104	$760K	0.15%	+65	13F-HR Timeline
Empower Advisory Group, LLC	4,086	$756K	<0.01%	-26	13F-HR Timeline
GOLDEN ROAD ADVISORS LLC	4,071	$754K	0.57%	+35	13F-HR Timeline
Foundations Investment Advisors, LLC	4,068	$753K	0.01%	+630	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	3,872	$753K	0.12%	+11	13F-HR Timeline
EIGHT 31 FINANCIAL, LLC	4,064	$752K	0.57%	+380	13F-HR Timeline
Wedmont Private Capital	4,083	$750K	0.04%	+1,351	13F-HR Timeline
Alpha Financial Advisors, LLC	4,020	$744K	0.34%	-177	13F-HR Timeline
SSI INVESTMENT MANAGEMENT LLC	4,020	$744K	0.06%	0	13F-HR Timeline
Forthright Family Wealth Advisory LLC	4,018	$744K	0.48%	0	13F-HR Timeline
MWA Asset Management	4,014	$743K	0.49%	+34	13F-HR Timeline
BANTAMAC CAPITAL, LLC	4,000	$741K	0.33%	0	13F-HR Timeline
MRWM Advisors, LLC	3,979	$737K	0.58%		13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	3,978	$736K	0.07%	0	13F-HR Timeline
PKS Advisory Services, LLC	3,971	$735K	0.18%		13F-HR Timeline
DiNuzzo Private Wealth, Inc.	3,958	$733K	0.09%	0	13F-HR Timeline
Capital Investment Advisory Services, L…	3,957	$733K	0.07%	-60	13F-HR Timeline
TRUST POINT INC.	3,950	$731K	0.05%	-963	13F-HR Timeline
Occidental Asset Management, LLC	3,939	$729K	0.11%	0	13F-HR Timeline
Continuum Advisory, LLC	3,939	$729K	0.09%	0	13F-HR Timeline
Michels Family Financial, LLC	3,934	$728K	0.67%		13F-HR Timeline
Darwin Wealth Management, LLC	3,929	$728K	0.24%	-550	13F-HR/A Timeline
TITLEIST ASSET MANAGEMENT, LLC	3,927	$727K	0.08%	+583	13F-HR Timeline
Emprise Bank	3,908	$723K	0.41%	0	13F-HR Timeline
DSG Capital Advisors, LLC	3,906	$723K	0.13%		13F-HR Timeline
LITTLE HOUSE CAPITAL LLC	3,897	$721K	0.21%	new	13F-HR Timeline
Brendel Financial Advisors LLC	3,891	$720K	0.44%	-32	13F-HR Timeline
Charter Oak Capital Management, LLC	3,870	$716K	0.07%	0	13F-HR Timeline
Benchmark Financial Wealth Advisors, LLC	3,862	$715K	0.23%	-11	13F-HR Timeline
Mayflower Financial Advisors, LLC	3,837	$710K	0.11%	-121	13F-HR Timeline
Bristlecone Advisors, LLC	3,827	$708K	0.06%	-93	13F-HR Timeline
Sunpointe, LLC	3,802	$704K	0.35%	0	13F-HR Timeline
Secure Asset Management, LLC	3,797	$703K	0.11%	+7	13F-HR Timeline
William Howard & Co Financial Advisors …	3,782	$700K	0.63%	+20	13F-HR Timeline
Hamilton Capital, LLC	3,779	$700K	0.05%	0	13F-HR Timeline
Epoch Investment Partners, Inc.	3,778	$699K	<0.01%	new	13F-HR Timeline
CHAPIN DAVIS, INC.	3,677	$698K	0.23%	0	13F-HR Timeline
SeaCrest Wealth Management, LLC	3,764	$697K	0.07%	+53	13F-HR Timeline
Rodgers & Associates, LTD	3,763	$697K	0.08%	+8	13F-HR Timeline
Empire Financial Management Company, LLC	3,758	$696K	0.22%	0	13F-HR Timeline
Moss Adams Wealth Advisors LLC	3,707	$686K	0.07%	0	13F-HR Timeline
Roble, Belko & Company, Inc	3,705	$686K	0.11%	0	13F-HR Timeline
Stonebrook Private Inc.	3,693	$684K	0.18%	-168	13F-HR Timeline
Lutz Financial Services LLC	3,685	$682K	0.06%	0	13F-HR Timeline
Westmount Partners, LLC	3,660	$678K	0.21%	0	13F-HR Timeline
MAGNOLIA CAPITAL ADVISORS LLC	3,655	$677K	0.18%	new	13F-HR/A Timeline
Rialto Wealth Management, LLC	3,651	$676K	0.22%		13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	3,644	$675K	0.02%	+454	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	3,634	$673K	0.33%	-33	13F-HR Timeline
Atlanta Consulting Group Advisors, LLC	3,627	$671K	0.25%	+19	13F-HR/A Timeline
Archford Capital Strategies, LLC	3,613	$669K	0.1%	+3	13F-HR Timeline
HANOVER ADVISORS INC	3,604	$667K	0.28%	0	13F-HR Timeline
Regal Investment Advisors LLC	3,593	$665K	0.05%	+740	13F-HR Timeline
Ballew Advisors, Inc	3,592	$665K	0.42%	+1	13F-HR Timeline
Aveo Capital Partners, LLC	3,588	$664K	0.07%	+98	13F-HR Timeline
Root Financial Partners, LLC	3,558	$659K	0.08%	-201	13F-HR Timeline
Independence Bank of Kentucky	3,550	$657K	0.1%	0	13F-HR Timeline
Financial Guidance Group, Inc.	3,542	$656K	0.36%	0	13F-HR Timeline
PITCAIRN COin group PITCAIRN CO	3,539	$655K	0.04%	new	13F-HR Timeline Group
BOURGEON CAPITAL MANAGEMENT LLC	3,528	$653K	0.12%	0	13F-HR Timeline
Waterfront Wealth Inc.	3,525	$653K	0.16%	+6	13F-HR Timeline
Archer Investment Corp	3,523	$652K	0.17%	0	13F-HR Timeline
Robinson Value Management, Ltd.	3,522	$652K	0.43%	-397	13F-HR Timeline
Baring Financial LLC	3,522	$652K	0.58%		13F-HR Timeline
Horan Securities, Inc.	3,521	$652K	0.25%	-14	13F-HR Timeline
RiverFront Investment Group, LLC	3,518	$651K	0.01%	new	13F-HR Timeline
Advisor OS, LLCin group Advisor OS, LLC	3,518	$651K	0.08%	-150	13F-HR Timeline Group
WARNER FINANCIAL, INC	3,507	$649K	0.28%	+18	13F-HR Timeline
Mason Investment Advisory Services, Inc.	3,468	$642K	0.04%	+17	13F-HR Timeline
Auxano Advisors, LLC	3,442	$637K	0.16%	0	13F-HR Timeline
Charles Schwab Trust Coin group Charles Schwab Trust Co	3,431	$635K	0.05%	+138	13F-HR Timeline Group
CWA Asset Management Group, LLC	3,425	$634K	0.03%	-41	13F-HR Timeline
Invesco Ltd.in group Invesco Ltd.	3,424	$634K	<0.01%	new	13F-HR Timeline Group
GREENUP STREET WEALTH MANAGEMENT LLC	3,423	$634K	0.13%	-36	13F-HR Timeline
Cornell Pochily Investment Advisors, In…	3,414	$632K	0.22%	0	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	3,413	$629K	0.28%	-159	13F-HR Timeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…	3,392	$628K	0.1%	+272	13F-HR Timeline Group
Thompson David Blair	3,392	$628K	0.46%		13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	3,382	$626K	0.03%	+3	13F-HR Timeline
Robertson Stephens Wealth Management, L…	3,379	$626K	0.02%	+2,131	13F-HR Timeline
Moloney Securities Asset Management, LLC	3,379	$626K	0.08%	-316	13F-HR Timeline
Rockbridge Investment Management, LCC	3,372	$624K	0.08%	+1	13F-HR Timeline
Texas Yale Capital Corp.	3,370	$624K	0.03%	+130	13F-HR Timeline
Miller Investment Management, LP	3,368	$624K	0.07%	0	13F-HR Timeline