IWD ISHARES TR

ETF (fund)

1,702 managers (1,724 13F filers) reported a position in IWD shares at 2025-03-31, 269,209,929 shares in all. 105 filers opened a position and 109 filers sold out during the quarter.

Managers: 1,702
13F filers: 1,724
New: 105
Added: 527
Reduced: 651
Sold out: 109
Shares held by filers: 269,209,929

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Dakota Wealth Management	5,193	$977K	0.02%	-6,681	13F-HR Timeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS	5,192	$977K	0.04%	-546	13F-HR Timeline Group
Legacy Advisors, LLC	5,168	$972K	0.1%	+1,000	13F-HR Timeline
UPTICK PARTNERS, LLC	5,159	$971K	0.33%	0	13F-HR Timeline
Investmark Advisory Group LLC	5,157	$970K	0.48%	+7	13F-HR Timeline
Arax Advisory Partners	5,151	$969K	0.06%	+19	13F-HR Timeline
BSW Wealth Partners	5,148	$969K	0.15%	+790	13F-HR Timeline
Plante Moran Financial Advisors, LLC	5,147	$968K	0.08%	+79	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	5,119	$963K	0.02%	-181	13F-HR Timeline
Brown Financial Advisory	5,117	$963K	0.61%	0	13F-HR Timeline
CENTRAL TRUST Co	5,095	$959K	0.02%	-2,518	13F-HR Timeline
Csenge Advisory Group	5,434	$958K	0.05%	-61	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	5,085	$957K	0.03%	+950	13F-HR Timeline
DAVENPORT & Co LLC	5,082	$956K	0.01%	+1,946	13F-HR Timeline
Foundations Investment Advisors, LLC	5,082	$956K	0.02%	+1,014	13F-HR Timeline
Bonfire Financial	5,066	$953K	0.88%	+21	13F-HR Timeline
Hemington Wealth Management	5,068	$953K	0.15%	-83	13F-HR Timeline
S&CO INC	5,050	$950K	0.06%	0	13F-HR Timeline
Lakewood Asset Management LLC	5,036	$948K	0.64%	+257	13F-HR Timeline
Meridian Wealth Management, LLC	5,028	$946K	0.05%	+42	13F-HR Timeline
Patten Group, Inc.	4,995	$940K	0.22%	-12	13F-HR Timeline
Symmetry Partners, LLC	4,985	$938K	0.13%	-27	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	4,966	$934K	0.01%	-5,105	13F-HR Timeline
Moss Adams Wealth Advisors LLC	4,961	$933K	0.1%	+1,254	13F-HR Timeline
Beaumont Financial Advisors, LLC	4,958	$933K	0.07%	+6	13F-HR Timeline
PACIFIC FINANCIAL GROUP INC	4,942	$930K	0.75%	-387	13F-HR Timeline
ADIRONDACK TRUST CO	4,901	$922K	0.36%	+84	13F-HR Timeline
ABLE Financial Group, LLC	4,890	$920K	0.26%	-1,298	13F-HR Timeline
Columbia Bank	4,864	$915K	0.32%	+791	13F-HR Timeline
Annex Advisory Services, LLC	4,853	$913K	0.03%	-454	13F-HR Timeline
TFO Wealth Partners, LLC	4,812	$905K	0.18%	new	13F-HR Timeline
Bogart Wealth, LLC	4,795	$902K	0.04%	+12	13F-HR Timeline
1834 INVESTMENT ADVISORS CO	4,785	$900K	0.12%	-1,354	13F-HR Timeline
Sage Mountain Advisors LLC	4,783	$900K	0.07%	+2,480	13F-HR Timeline
JAMES INVESTMENT RESEARCH, INC.	4,777	$899K	0.11%	0	13F-HR Timeline
Chesley Taft & Associates LLC	4,764	$896K	0.04%	-988	13F-HR Timeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.	4,764	$896K	<0.01%	0	13F-HR Timeline Group
PERSONAL CFO SOLUTIONS, LLC	4,756	$895K	0.18%	-2,937	13F-HR Timeline
ATLAS CAPITAL ADVISORS INC.	4,727	$889K	0.11%	+450	13F-HR Timeline
CRA Financial Services, LLC	4,724	$889K	0.15%	+146	13F-HR Timeline
Regent Peak Wealth Advisors LLC	4,706	$885K	0.21%	0	13F-HR Timeline
Legacy Trust	4,695	$883K	0.21%	0	13F-HR Timeline
Connecticut Wealth Management, LLC	4,683	$881K	0.05%	-51	13F-HR Timeline
Woodside Wealth Management LLC	4,665	$878K	0.81%		13F-HR Timeline
Compound Planning, Inc.	4,655	$876K	0.04%	-514	13F-HR Timeline
Veracity Capital LLC	4,650	$875K	0.34%	-657	13F-HR Timeline
Willow Creek Wealth Management Inc.	4,635	$872K	0.08%	0	13F-HR Timeline
Stanich Group LLC	4,610	$867K	0.64%	-1	13F-HR Timeline
First Bank & Trust	4,596	$865K	0.17%	-104	13F-HR Timeline
BRASS TAX WEALTH MANAGEMENT, INC	4,571	$860K	0.18%	new	13F-HR Timeline
Guidance Point Advisors, LLC	4,570	$860K	0.24%	-11	13F-HR Timeline
Magnolia Private Wealth, LLC	4,554	$857K	0.73%	-9	13F-HR Timeline
Belpointe Asset Management LLC	4,535	$853K	0.04%	+2,121	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	4,530	$852K	0.46%	-514	13F-HR Timeline
REGIMEN WEALTH, LLC	4,497	$846K	0.27%	-171	13F-HR Timeline
HOGE FINANCIAL SERVICES, LLC	4,493	$845K	0.59%	+19	13F-HR Timeline
Walkner Condon Financial Advisors LLC	4,433	$834K	0.17%	0	13F-HR Timeline
Central Pacific Bank - Trust Division	4,423	$832K	0.12%	-5,319	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	4,410	$830K	0.09%	-228	13F-HR Timeline
Johnson Financial Group, LLC	4,410	$830K	0.09%	new	13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	4,396	$827K	0.35%	-345	13F-HR Timeline
Matthew Goff Investment Advisor, LLC	4,387	$825K	0.15%	0	13F-HR Timeline
Cadence Bank	4,383	$825K	0.06%	-189	13F-HR Timeline
RENASANT BANK	4,383	$825K	0.55%	-1,939	13F-HR Timeline
Fort Sheridan Advisors LLC	4,376	$823K	0.12%	+85	13F-HR Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.	4,348	$818K	0.05%	-16,104	13F-HR Timeline Group
INDEPENDENT FINANCIAL GROUP, LLC	4,339	$817K	0.03%	-178	13F-HR Timeline
Mezzasalma Advisors, LLC	4,333	$815K	0.28%	0	13F-HR Timeline
Palisade Asset Management, LLC	4,320	$813K	0.08%	+1	13F-HR Timeline
Nvest Financial, LLC	4,305	$810K	0.43%	-11	13F-HR Timeline
Bridgewater Advisors Inc.	4,440	$808K	0.07%	new	13F-HR Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…	4,289	$807K	0.01%	-41	13F-HR Timeline Group
Bedel Financial Consulting, Inc.	4,404	$805K	0.12%	0	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	4,275	$804K	0.04%	-79	13F-HR Timeline
Barnett & Company, Inc.	4,270	$803K	0.67%	-255	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	4,250	$800K	0.02%	+1,633	13F-HR Timeline
INVENIO WEALTH PARTNERS LLC	4,243	$798K	0.34%	-210	13F-HR Timeline
Washington Trust Advisors, Inc.	4,221	$794K	0.07%	-153	13F-HR Timeline
AdvisorNet Financial, Inc	4,211	$792K	0.06%	-36	13F-HR Timeline
PKS Advisory Services, LLC	4,205	$791K	0.22%	+234	13F-HR Timeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…	4,200	$790K	<0.01%	-54	13F-HR Timeline Group
Paragon Capital Management Ltd	4,187	$788K	0.16%	+5	13F-HR Timeline
CVA Family Office, LLC	4,183	$787K	0.12%	0	13F-HR Timeline
CONFLUENCE INVESTMENT MANAGEMENT LLC	4,155	$782K	0.01%	-24,220	13F-HR Timeline
FIRST UNITED BANK & TRUST	4,152	$781K	0.29%	0	13F-HR Timeline
Partners in Financial Planning	4,150	$781K	0.16%	+1	13F-HR Timeline
RFG Advisory, LLC	4,138	$779K	0.02%	-10,443	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	4,123	$776K	0.06%	-36	13F-HR Timeline
GOLDEN ROAD ADVISORS LLC	4,083	$768K	0.6%	+12	13F-HR Timeline
Evergreen Advisors, LLC	4,082	$768K	0.21%	+773	13F-HR Timeline
American Investment Services, Inc.	4,076	$767K	0.13%	-450	13F-HR Timeline
LOWERY THOMAS, LLC	4,071	$766K	0.52%	-183	13F-HR Timeline
EIGHT 31 FINANCIAL, LLC	4,064	$765K	0.49%	0	13F-HR Timeline
Kelman-Lazarov, Inc.	4,047	$761K	0.14%	new	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	4,021	$757K	0.09%	+94	13F-HR Timeline
Alpha Financial Advisors, LLC	4,020	$756K	0.34%	0	13F-HR Timeline
SSI INVESTMENT MANAGEMENT LLC	4,020	$756K	0.06%	0	13F-HR Timeline
Forthright Family Wealth Advisory LLC	4,018	$756K	0.5%	0	13F-HR Timeline
BANTAMAC CAPITAL, LLC	4,000	$753K	0.36%	0	13F-HR Timeline
MRWM Advisors, LLC	3,979	$749K	0.52%	0	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	3,979	$749K	0.07%	+1	13F-HR Timeline
PLANNING DIRECTIONS INC	3,973	$748K	0.32%	new	13F-HR Timeline
MWA Asset Management	3,971	$747K	0.52%	-43	13F-HR Timeline
RiverFront Investment Group, LLC	3,960	$745K	0.02%	+442	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	3,958	$745K	0.09%	0	13F-HR Timeline
TRUST POINT INC.	3,950	$743K	0.07%	0	13F-HR Timeline
CITY NATIONAL BANK OF FLORIDA /MSD	3,947	$743K	0.67%	+1,763	13F-HR Timeline
Occidental Asset Management, LLC	3,939	$741K	0.11%	0	13F-HR Timeline
Continuum Advisory, LLC	3,935	$740K	0.1%	-4	13F-HR Timeline
Accurate Wealth Management, LLC	4,187	$737K	0.14%	-213	13F-HR Timeline
Michels Family Financial, LLC	3,914	$737K	0.67%	-20	13F-HR Timeline
DSG Capital Advisors, LLC	3,906	$735K	0.15%	0	13F-HR Timeline
Roxbury Financial LLC	3,759	$731K	0.71%	-377	13F-HR Timeline
Mayflower Financial Advisors, LLC	3,876	$729K	0.11%	+39	13F-HR Timeline
Benchmark Financial Wealth Advisors, LLC	3,871	$728K	0.28%	+9	13F-HR Timeline
Darwin Wealth Management, LLC	3,929	$728K	0.24%	0	13F-HR Timeline
Rodgers & Associates, LTD	3,831	$721K	0.09%	+68	13F-HR Timeline
Wedmont Private Capital	4,085	$719K	0.04%	+2	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	3,813	$717K	0.03%	+169	13F-HR Timeline
LOWE BROCKENBROUGH & CO INC	3,813	$717K	0.05%	-364	13F-HR Timeline
Charter Oak Capital Management, LLC	3,808	$717K	0.07%	-62	13F-HR Timeline
Robertson Stephens Wealth Management, L…	3,805	$716K	0.03%	+426	13F-HR Timeline
Sunpointe, LLC	3,802	$715K	0.38%	0	13F-HR Timeline
Emprise Bank	3,801	$715K	0.38%	-107	13F-HR Timeline
William Howard & Co Financial Advisors …	3,798	$715K	0.67%	+16	13F-HR Timeline
Hamilton Capital, LLC	3,779	$711K	0.04%	0	13F-HR Timeline
SeaCrest Wealth Management, LLC	3,767	$709K	0.08%	+3	13F-HR Timeline
Empire Financial Management Company, LLC	3,758	$707K	0.22%	0	13F-HR Timeline
First County Bank /CT/	3,757	$707K	0.39%	+2,020	13F-HR Timeline
MAGNOLIA CAPITAL ADVISORS LLC	3,732	$702K	0.19%	+77	13F-HR Timeline
Roble, Belko & Company, Inc	3,705	$697K	0.11%	0	13F-HR Timeline
Root Financial Partners, LLC	3,703	$697K	0.07%	+145	13F-HR Timeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …	3,690	$694K	0.01%	-1,962	13F-HR Timeline Group
Lutz Financial Services LLC	3,685	$693K	0.06%	0	13F-HR Timeline
Alexis Investment Partners, LLC	3,679	$692K	0.33%	-1,325	13F-HR Timeline
Robinson Value Management, Ltd.	3,671	$691K	0.45%	+149	13F-HR Timeline
Brendel Financial Advisors LLC	3,653	$687K	0.42%	-238	13F-HR Timeline
Rialto Wealth Management, LLC	3,651	$687K	0.22%	0	13F-HR Timeline
Atlanta Consulting Group Advisors, LLC	3,642	$685K	0.2%	+15	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	3,639	$685K	0.37%	+5	13F-HR Timeline
Stonebrook Private Inc.	3,621	$681K	0.18%	-72	13F-HR Timeline
Archford Capital Strategies, LLC	3,610	$679K	0.1%	-3	13F-HR Timeline
HANOVER ADVISORS INC	3,604	$678K	0.29%	0	13F-HR Timeline
Independence Bank of Kentucky	3,550	$668K	0.1%	0	13F-HR Timeline
Financial Guidance Group, Inc.	3,542	$666K	0.36%	0	13F-HR Timeline
PITCAIRN COin group PITCAIRN CO	3,539	$666K	0.04%	0	13F-HR Timeline Group
BOURGEON CAPITAL MANAGEMENT LLC	3,528	$664K	0.14%	0	13F-HR Timeline
Waterfront Wealth Inc.	3,525	$663K	0.16%	0	13F-HR Timeline
Horan Securities, Inc.	3,519	$662K	0.25%	-2	13F-HR Timeline
WARNER FINANCIAL, INC	3,520	$662K	0.29%	+13	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	3,510	$661K	0.02%	+646	13F-HR Timeline Group
BKM Wealth Management, LLC	3,507	$660K	0.27%	+206	13F-HR Timeline
Bristlecone Advisors, LLC	3,493	$657K	0.05%	-334	13F-HR Timeline
Mason Investment Advisory Services, Inc.	3,483	$655K	0.04%	+15	13F-HR Timeline
Baring Financial LLC	3,470	$653K	0.55%	-52	13F-HR Timeline
Moloney Securities Asset Management, LLC	3,466	$652K	0.09%	+87	13F-HR Timeline
Andina Capital Management, LLC	3,453	$650K	0.46%	-1,117	13F-HR Timeline
Westmount Partners, LLC	3,443	$648K	0.2%	-217	13F-HR Timeline
Auxano Advisors, LLC	3,442	$648K	0.17%	0	13F-HR Timeline
Cornell Pochily Investment Advisors, In…	3,414	$642K	0.23%	0	13F-HR Timeline
Jaffetilchin Investment Partners, LLC	3,411	$642K	0.05%	+625	13F-HR Timeline
Cascade Financial Partners, LLC	3,397	$639K	0.08%	+549	13F-HR Timeline
Rockbridge Investment Management, LCC	3,372	$635K	0.08%	0	13F-HR Timeline
Texas Yale Capital Corp.	3,370	$634K	0.03%	0	13F-HR Timeline
Miller Investment Management, LP	3,368	$634K	0.07%	0	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	3,363	$633K	0.21%	0	13F-HR Timeline Group
Prosperity Consulting Group, LLC	3,362	$633K	0.05%	-14,696	13F-HR Timeline
Ballew Advisors, Inc	3,592	$633K	0.42%	0	13F-HR Timeline
Empower Advisory Group, LLC	3,347	$630K	<0.01%	-739	13F-HR Timeline
Regal Investment Advisors LLC	3,346	$630K	0.05%	-247	13F-HR Timeline
CHAPIN DAVIS, INC.	3,334	$628K	0.21%	-343	13F-HR Timeline
BOK Financial Private Wealth, Inc.	3,329	$626K	0.05%	0	13F-HR Timeline
Arlington Financial Advisors, LLC	3,320	$625K	0.11%	+1,886	13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	3,317	$624K	0.03%	-65	13F-HR Timeline
Fiduciary Alliance LLC	3,314	$624K	0.06%	new	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	3,309	$623K	0.1%	-563	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	3,287	$619K	0.02%	+1,301	13F-HR Timeline Group
MELFA WEALTH MANAGEMENT, INC.	3,275	$616K	0.42%	0	13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	3,307	$616K	0.06%	-18	13F-HR/A Timeline
Financial Insights, Inc.	3,269	$615K	0.24%	-1,812	13F-HR Timeline
GREENUP STREET WEALTH MANAGEMENT LLC	3,264	$614K	0.12%	-159	13F-HR Timeline
TrueWealth Advisors, LLC	3,243	$610K	0.2%	+112	13F-HR Timeline
Harvest Investment Services, LLC	3,243	$610K	0.17%	-2,408	13F-HR Timeline
LM Advisors LLC	3,241	$610K	0.11%	+726	13F-HR Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp	3,232	$608K	0.04%	0	13F-HR Timeline Group
EVOKE WEALTH, LLC	3,201	$602K	0.02%	0	13F-HR Timeline
Tudor Financial Inc.	3,199	$602K	0.36%	0	13F-HR Timeline
WRAPMANAGER INC	3,161	$595K	0.16%	-89	13F-HR Timeline
GREENWOOD GEARHART LLC	3,158	$594K	0.04%	-54	13F-HR Timeline
Glassman Wealth Services	3,157	$594K	0.1%	+48	13F-HR Timeline
Soltis Investment Advisors LLC	3,150	$593K	0.05%	+770	13F-HR Timeline
Bordeaux Wealth Advisors LLC	3,142	$591K	0.11%	0	13F-HR Timeline
ROBINSON SMITH WEALTH ADVISORS LLC	3,126	$588K	0.49%	0	13F-HR/A Timeline
Beacon Financial Strategies CORP	3,124	$588K	0.4%	-35	13F-HR Timeline
Capital Investment Advisory Services, L…	3,120	$587K	0.05%	-837	13F-HR Timeline
Manhattan West Asset Management, LLC	3,119	$587K	0.15%	+334	13F-HR Timeline
Good Life Advisors, LLC	3,116	$586K	0.04%	+403	13F-HR Timeline
FIDELITY D & D BANCORP INC	3,113	$586K	0.39%	0	13F-HR Timeline
Crestwood Advisors Group, LLC	3,107	$585K	0.01%	-54	13F-HR Timeline
TFB Advisors LLC	3,100	$583K	0.17%	-144	13F-HR Timeline