IWD ISHARES TR

ETF (fund)

1,719 managers (1,742 13F filers) reported a position in IWD shares at 2025-06-30, 258,182,053 shares in all. 111 filers opened a position and 89 filers sold out during the quarter.

Managers: 1,719
13F filers: 1,742
New: 111
Added: 587
Reduced: 579
Sold out: 89
Shares held by filers: 258,182,053

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Dakota Wealth Management	5,196	$1.01M	0.02%	+3	13F-HR Timeline
Sharkey, Howes & Javer	5,166	$1M	0.13%	-325	13F-HR Timeline
Investmark Advisory Group LLC	5,164	$1M	0.47%	+7	13F-HR Timeline
HUB Investment Partners, LLC	5,160	$1M	0.04%	-452	13F-HR Timeline
BSW Wealth Partners	5,148	$1000K	0.14%	0	13F-HR Timeline
Brown Financial Advisory	5,117	$994K	0.55%	0	13F-HR Timeline
Bonfire Financial	5,089	$988K	0.81%	+23	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	5,085	$988K	0.03%	0	13F-HR Timeline
Hoese & Co LLP	5,063	$983K	0.79%	-160	13F-HR Timeline
Hemington Wealth Management	5,052	$981K	0.14%	-16	13F-HR Timeline
S&CO INC	5,050	$980K	0.06%	0	13F-HR Timeline
Ellevest, Inc.	5,044	$980K	0.16%	-5,994	13F-HR Timeline
Foundations Investment Advisors, LLC	5,041	$979K	0.02%	-41	13F-HR Timeline
Meridian Wealth Management, LLC	5,038	$979K	0.04%	+10	13F-HR Timeline
Csenge Advisory Group	5,179	$977K	0.05%	-255	13F-HR Timeline
Patten Group, Inc.	5,023	$976K	0.21%	+28	13F-HR Timeline
Belpointe Asset Management LLC	4,996	$970K	0.04%	+461	13F-HR Timeline
Symmetry Partners, LLC	4,995	$970K	0.12%	+10	13F-HR Timeline
Tassel Capital Management, Inc.	4,990	$969K	0.74%	-393	13F-HR Timeline
Annex Advisory Services, LLC	4,983	$968K	0.02%	+130	13F-HR Timeline
ELEVATE WEALTH ADVISORY, INC	4,975	$966K	0.69%	-995	13F-HR Timeline
F/m Investments LLC	4,929	$957K	0.03%	-749	13F-HR Timeline
Beaumont Financial Advisors, LLC	4,922	$956K	0.07%	-36	13F-HR Timeline
PACIFIC FINANCIAL GROUP INC	4,915	$955K	0.75%	-27	13F-HR Timeline
ADIRONDACK TRUST CO	4,901	$952K	0.35%	0	13F-HR Timeline
LRI Investments, LLC	4,897	$951K	0.08%	-2,473	13F-HR Timeline
CWA Asset Management Group, LLC	4,876	$947K	0.04%	+2,613	13F-HR Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.	4,812	$935K	0.06%	+464	13F-HR Timeline Group
TFO Wealth Partners, LLC	4,812	$935K	0.16%	0	13F-HR Timeline
1834 INVESTMENT ADVISORS CO	4,786	$930K	0.12%	+1	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	4,768	$926K	0.09%	+358	13F-HR Timeline
Columbia Bank	4,718	$923K	0.28%	-146	13F-HR Timeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG	4,764	$922K	0.02%	new	13F-HR Timeline Group
Higgins & Schmidt Wealth Strategies LLC	4,741	$921K	0.51%	new	13F-HR Timeline
CRA Financial Services, LLC	4,731	$919K	0.14%	+7	13F-HR Timeline
Canvas Wealth Advisors, LLC	4,630	$918K	0.18%	+1,345	13F-HR Timeline
Bogart Wealth, LLC	4,699	$913K	0.04%	-96	13F-HR Timeline
Legacy Trust	4,695	$912K	0.22%	0	13F-HR Timeline
Connecticut Wealth Management, LLC	4,683	$910K	0.04%	0	13F-HR Timeline
Woodside Wealth Management LLC	4,665	$906K	0.78%	0	13F-HR Timeline
Lakewood Asset Management LLC	4,650	$903K	0.6%	-386	13F-HR Timeline
COLDSTREAM CAPITAL MANAGEMENT INC	4,648	$903K	0.01%	-1,074	13F-HR Timeline
AdvisorNet Financial, Inc	4,644	$902K	0.06%	+433	13F-HR Timeline
Willow Creek Wealth Management Inc.	4,635	$900K	0.08%	0	13F-HR Timeline
Johnson Bixby & Associates, LLC	4,633	$900K	0.12%	-922	13F-HR Timeline
DAVENPORT & Co LLC	4,630	$899K	<0.01%	-452	13F-HR Timeline
Bridgewater Advisors Inc.	4,533	$898K	0.07%	+93	13F-HR Timeline
Main Street Financial Solutions, LLC	4,599	$893K	0.06%	+1,662	13F-HR Timeline
Guidance Point Advisors, LLC	4,590	$891K	0.23%	+20	13F-HR Timeline
First Bank & Trust	4,584	$890K	0.16%	-12	13F-HR Timeline
Veracity Capital LLC	4,561	$886K	0.31%	-89	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	4,557	$885K	0.01%	-409	13F-HR Timeline
Wise Wealth Partners	4,534	$881K	1.47%	+2,311	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	4,530	$880K	0.45%	0	13F-HR Timeline
RiverFront Investment Group, LLC	4,518	$878K	0.02%	+558	13F-HR Timeline
Plante Moran Financial Advisors, LLC	4,510	$876K	0.06%	-637	13F-HR Timeline
Bedel Financial Consulting, Inc.	4,503	$875K	0.12%	+99	13F-HR Timeline
Walkner Condon Financial Advisors LLC	4,495	$873K	0.16%	+62	13F-HR Timeline
Accurate Wealth Management, LLC	4,387	$866K	0.13%	+200	13F-HR Timeline
PKS Advisory Services, LLC	4,430	$860K	0.22%	+225	13F-HR Timeline
Crumly & Associates Inc.	4,409	$856K	0.21%	new	13F-HR Timeline
Matthew Goff Investment Advisor, LLC	4,387	$852K	0.16%	0	13F-HR Timeline
REGIMEN WEALTH, LLC	4,386	$852K	0.26%	-111	13F-HR Timeline
RENASANT BANK	4,383	$851K	0.57%	0	13F-HR Timeline
Cadence Bank	4,377	$850K	0.06%	-6	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	4,353	$845K	0.02%	+103	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	4,347	$844K	0.08%	+326	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	4,342	$843K	0.04%	+67	13F-HR Timeline
Mezzasalma Advisors, LLC	4,333	$842K	0.25%	0	13F-HR Timeline
Palisade Asset Management, LLC	4,320	$839K	0.08%	0	13F-HR Timeline
Nvest Financial, LLC	4,313	$838K	0.44%	+8	13F-HR Timeline
HOGE FINANCIAL SERVICES, LLC	4,311	$837K	0.52%	-182	13F-HR Timeline
Magnolia Private Wealth, LLC	4,308	$837K	0.65%	-246	13F-HR Timeline
INDEPENDENT FINANCIAL GROUP, LLC	4,286	$832K	0.02%	-53	13F-HR Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…	4,263	$828K	0.01%	-26	13F-HR Timeline Group
INVENIO WEALTH PARTNERS LLC	4,243	$824K	0.33%	0	13F-HR Timeline
Barnett & Company, Inc.	4,241	$824K	0.65%	-29	13F-HR Timeline
Financial Advocates Investment Manageme…	5,077	$822K	0.07%	-749	13F-HR Timeline
Evergreen Advisors, LLC	4,228	$821K	0.22%	+146	13F-HR Timeline
ABLE Financial Group, LLC	4,200	$816K	0.2%	-690	13F-HR Timeline
JAMES INVESTMENT RESEARCH, INC.	4,196	$815K	0.1%	-581	13F-HR Timeline
Paragon Capital Management Ltd	4,192	$814K	0.15%	+5	13F-HR Timeline
CVA Family Office, LLC	4,183	$812K	0.11%	0	13F-HR Timeline
Wedmont Private Capital	4,120	$808K	0.03%	+35	13F-HR Timeline
Partners in Financial Planning	4,151	$806K	0.15%	+1	13F-HR Timeline
GOLDEN ROAD ADVISORS LLC	4,137	$804K	0.53%	+54	13F-HR Timeline
LOWERY THOMAS, LLC	4,089	$794K	0.51%	+18	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	4,087	$794K	0.05%	-36	13F-HR Timeline
American Investment Services, Inc.	4,076	$792K	0.2%	0	13F-HR Timeline
Rodgers & Associates, LTD	4,073	$791K	0.09%	+242	13F-HR Timeline
EIGHT 31 FINANCIAL, LLC	4,064	$789K	0.52%	0	13F-HR Timeline
Kelman-Lazarov, Inc.	4,048	$786K	0.13%	+1	13F-HR Timeline
Alpha Financial Advisors, LLC	4,046	$786K	0.3%	+26	13F-HR Timeline
Occidental Asset Management, LLC	4,039	$784K	0.11%	+100	13F-HR Timeline
Forthright Family Wealth Advisory LLC	4,018	$780K	0.49%	0	13F-HR Timeline
LOWE BROCKENBROUGH & CO INC	4,013	$779K	0.04%	+200	13F-HR Timeline
Robertson Stephens Wealth Management, L…	4,009	$779K	0.03%	+204	13F-HR Timeline
FIRST UNITED BANK & TRUST	4,002	$777K	0.27%	-150	13F-HR Timeline
BANTAMAC CAPITAL, LLC	4,000	$777K	0.28%	0	13F-HR Timeline
Roxbury Financial LLC	3,999	$777K	0.76%	+240	13F-HR Timeline
Sovran Advisors, LLC	3,951	$773K	0.08%	+1,080	13F-HR Timeline
MRWM Advisors, LLC	3,979	$773K	0.48%	0	13F-HR Timeline
Curi Capital, LLC	3,974	$772K	0.01%	new	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	3,958	$769K	0.09%	0	13F-HR Timeline
Continuum Advisory, LLC	3,935	$764K	0.09%	0	13F-HR Timeline
TRUST POINT INC.	3,930	$763K	0.07%	-20	13F-HR Timeline
Michels Family Financial, LLC	3,918	$761K	0.65%	+4	13F-HR Timeline
DSG Capital Advisors, LLC	3,906	$759K	0.13%	0	13F-HR Timeline
Curran Financial Partners, LLC	3,893	$756K	0.17%	+1,487	13F-HR Timeline
MWA Asset Management	3,884	$754K	0.46%	-87	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT LLC	3,876	$753K	0.13%	+1,089	13F-HR Timeline
Baring Financial LLC	3,867	$751K	0.56%	+397	13F-HR Timeline
Benchmark Financial Wealth Advisors, LLC	3,822	$742K	0.25%	-49	13F-HR Timeline
William Howard & Co Financial Advisors …	3,815	$741K	0.65%	+17	13F-HR Timeline
Stanich Group LLC	3,763	$740K	0.66%	-847	13F-HR Timeline
Secure Asset Management, LLC	3,809	$740K	0.14%	-9,118	13F-HR Timeline
Charter Oak Capital Management, LLC	3,808	$740K	0.06%	0	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	3,805	$739K	0.06%	-174	13F-HR Timeline
Sunpointe, LLC	3,802	$738K	0.29%	0	13F-HR Timeline
Emprise Bank	3,801	$738K	0.35%	0	13F-HR Timeline
BEACON INVESTMENT ADVISORY SERVICES, IN…	3,782	$735K	0.03%	new	13F-HR Timeline
First County Bank /CT/	3,777	$734K	0.39%	+20	13F-HR Timeline
BKM Wealth Management, LLC	3,774	$733K	0.29%	+267	13F-HR Timeline
SeaCrest Wealth Management, LLC	3,766	$731K	0.08%	-1	13F-HR Timeline
Mayflower Financial Advisors, LLC	3,761	$730K	0.1%	-115	13F-HR Timeline
Harbor Asset Planning, Inc.	3,742	$727K	0.69%		13F-HR Timeline
Robinson Value Management, Ltd.	3,740	$726K	0.46%	+69	13F-HR Timeline
MAGNOLIA CAPITAL ADVISORS LLC	3,732	$725K	0.18%	0	13F-HR Timeline
Roble, Belko & Company, Inc	3,705	$720K	0.1%	0	13F-HR Timeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …	3,690	$717K	0.01%	0	13F-HR Timeline Group
Rockbridge Investment Management, LCC	3,676	$714K	0.08%	+304	13F-HR Timeline
Regal Investment Advisors LLC	3,670	$713K	0.05%	+324	13F-HR Timeline
Lutz Financial Services LLC	3,658	$710K	0.06%	-27	13F-HR Timeline
Empire Financial Management Company, LLC	3,652	$709K	0.2%	-106	13F-HR Timeline
Rialto Wealth Management, LLC	3,651	$709K	0.2%	0	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	3,645	$708K	0.36%	+6	13F-HR Timeline
Ballew Advisors, Inc	3,574	$706K	0.42%	-18	13F-HR Timeline
Archford Capital Strategies, LLC	3,610	$701K	0.09%	0	13F-HR Timeline
Clark Capital Management Group, Inc.	3,609	$701K	<0.01%	+1,919	13F-HR Timeline
HANOVER ADVISORS INC	3,604	$700K	0.29%	0	13F-HR Timeline
Balefire, LLC	3,580	$695K	0.15%	new	13F-HR Timeline
WARNER FINANCIAL, INC	3,578	$695K	0.29%	+58	13F-HR Timeline
AAF Wealth Management, LLC	3,572	$694K	0.32%	+715	13F-HR Timeline
Moss Adams Wealth Advisors LLC	3,567	$693K	0.06%	-1,394	13F-HR Timeline
CAPITAL CITY TRUST CO/FL	3,563	$692K	0.18%	+1,178	13F-HR Timeline
Smartleaf Asset Management LLC	3,577	$692K	0.06%	+1,474	13F-HR Timeline
Independence Bank of Kentucky	3,550	$690K	0.1%	0	13F-HR Timeline
Financial Guidance Group, Inc.	3,542	$688K	0.33%	0	13F-HR Timeline
PITCAIRN COin group PITCAIRN CO	3,539	$687K	0.05%	0	13F-HR/A Timeline Group
Horan Securities, Inc.	3,533	$686K	0.24%	+14	13F-HR Timeline
BOURGEON CAPITAL MANAGEMENT LLC	3,528	$685K	0.14%	0	13F-HR Timeline
Waterfront Wealth Inc.	3,525	$685K	0.15%	0	13F-HR Timeline
Mason Investment Advisory Services, Inc.	3,498	$679K	0.04%	+15	13F-HR Timeline
Smead Capital Management, Inc.	3,496	$679K	0.01%	-2,944	13F-HR Timeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…	3,489	$678K	0.19%	-8,293	13F-HR Timeline Group
Moloney Securities Asset Management, LLC	3,472	$674K	0.08%	+6	13F-HR Timeline
Stonebrook Private Inc.	3,469	$674K	0.16%	-152	13F-HR Timeline
Cornell Pochily Investment Advisors, In…	3,464	$673K	0.22%	+50	13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	3,458	$672K	0.27%	-938	13F-HR Timeline
Auxano Advisors, LLC	3,442	$669K	0.16%	0	13F-HR Timeline
GC Wealth Management RIA, LLC	3,438	$668K	0.05%	+2,243	13F-HR Timeline
Jaffetilchin Investment Partners, LLC	3,425	$665K	0.04%	+14	13F-HR Timeline
Cascade Financial Partners, LLC	3,397	$660K	0.08%	0	13F-HR Timeline
Westmount Partners, LLC	3,388	$658K	0.18%	-55	13F-HR Timeline
Coastal Bridge Advisors, LLC	3,383	$657K	0.05%	+664	13F-HR Timeline
Texas Yale Capital Corp.	3,370	$655K	0.02%	0	13F-HR Timeline
Miller Investment Management, LP	3,368	$654K	0.07%	0	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	3,363	$653K	0.19%	0	13F-HR Timeline Group
CHAPIN DAVIS, INC.	3,353	$651K	0.18%	+19	13F-HR Timeline
Bell Bank	3,324	$646K	0.03%	+1,869	13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	3,316	$644K	0.03%	-1	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	3,315	$644K	0.1%	+6	13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	3,307	$642K	0.05%	0	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	3,279	$637K	0.14%	new	13F-HR Timeline
MELFA WEALTH MANAGEMENT, INC.	3,275	$636K	0.4%	0	13F-HR Timeline
GREENUP STREET WEALTH MANAGEMENT LLC	3,264	$634K	0.11%	0	13F-HR Timeline
Harvest Investment Services, LLC	3,250	$631K	0.14%	+7	13F-HR Timeline
Sigma Planning Corp	3,249	$631K	0.02%	+236	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	3,248	$631K	0.01%	-262	13F-HR Timeline Group
WBH ADVISORY INC	3,234	$628K	0.05%	+2,057	13F-HR Timeline
TrueWealth Advisors, LLC	3,214	$624K	0.18%	-29	13F-HR Timeline
CITY NATIONAL BANK OF FLORIDA /MSD	3,213	$624K	0.45%	-734	13F-HR Timeline
Tudor Financial Inc.	3,199	$621K	0.35%	0	13F-HR Timeline
NFJ INVESTMENT GROUP, LLC	3,173	$616K	0.02%	-4,371	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	3,167	$615K	0.02%	-120	13F-HR Timeline Group
SVB WEALTH LLC	3,161	$614K	0.03%	new	13F-HR Timeline
Crestwood Advisors Group, LLC	3,159	$614K	0.01%	+52	13F-HR Timeline
GREENWOOD GEARHART LLC	3,158	$613K	0.04%	0	13F-HR Timeline
Glassman Wealth Services	3,157	$613K	0.09%	0	13F-HR Timeline
Financial Insights, Inc.	3,156	$613K	0.22%	-113	13F-HR Timeline
Virtue Capital Management, LLC	3,155	$613K	0.11%	+354	13F-HR Timeline
Bordeaux Wealth Advisors LLC	3,142	$610K	0.08%	0	13F-HR Timeline
Performance Wealth Partners, LLC	3,141	$610K	0.02%	+650	13F-HR Timeline
Fort Sheridan Advisors LLC	3,129	$608K	0.09%	-1,247	13F-HR Timeline
Beacon Financial Strategies CORP	3,128	$608K	0.38%	+4	13F-HR Timeline
ROBINSON SMITH WEALTH ADVISORS LLC	3,126	$607K	0.49%	0	13F-HR Timeline
Capital Investment Advisory Services, L…	3,120	$606K	0.05%	0	13F-HR Timeline
Manhattan West Asset Management, LLC	3,119	$606K	0.14%	0	13F-HR Timeline
FIDELITY D & D BANCORP INC	3,113	$605K	0.37%	0	13F-HR Timeline
Good Life Advisors, LLC	3,105	$603K	0.04%	-11	13F-HR Timeline