IWD ISHARES TR

ETF (fund)

1,736 managers (1,757 13F filers) reported a position in IWD shares at 2025-09-30, 255,073,325 shares in all. 94 filers opened a position and 65 filers sold out during the quarter.

Managers: 1,736
13F filers: 1,757
New: 94
Added: 554
Reduced: 622
Sold out: 65
Shares held by filers: 255,073,325

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Belpointe Asset Management LLC	5,205	$1.06M	0.04%	+209	13F-HR Timeline
Janney Capital Management LLC	5,200	$1.06M	0.07%	-100	13F-HR Timeline
ANDERSON HOAGLAND & CO	5,183	$1.06M	0.09%	-137	13F-HR Timeline
Meridian Wealth Management, LLC	5,198	$1.05M	0.04%	+160	13F-HR Timeline
HUB Investment Partners, LLC	5,179	$1.05M	0.04%	+19	13F-HR Timeline
Sharkey, Howes & Javer	5,174	$1.05M	0.14%	+8	13F-HR Timeline
Ellevest, Inc.	5,169	$1.05M	0.15%	+125	13F-HR Timeline
CRA Financial Services, LLC	5,162	$1.05M	0.14%	+431	13F-HR Timeline
Investmark Advisory Group LLC	5,158	$1.05M	0.46%	-6	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	5,149	$1.05M	0.41%	-55	13F-HR Timeline
BSW Wealth Partners	5,148	$1.05M	0.13%	0	13F-HR Timeline
DAVENPORT & Co LLC	5,145	$1.05M	0.01%	+515	13F-HR Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC	5,133	$1.05M	0.03%	-1,778	13F-HR Timeline Group
Bonfire Financial	5,111	$1.04M	0.8%	+22	13F-HR Timeline
UPTICK PARTNERS, LLC	5,100	$1.04M	0.27%	-262	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	5,085	$1.04M	0.02%	0	13F-HR Timeline
Brown Financial Advisory	5,082	$1.03M	0.54%	-35	13F-HR Timeline
S&CO INC	5,050	$1.03M	0.06%	0	13F-HR Timeline
Tassel Capital Management, Inc.	5,012	$1.02M	0.65%	+22	13F-HR Timeline
Hemington Wealth Management	5,010	$1.02M	0.13%	-42	13F-HR Timeline
COLDSTREAM CAPITAL MANAGEMENT INC	4,994	$1.02M	0.01%	+346	13F-HR Timeline
PACIFIC FINANCIAL GROUP INC	4,981	$1.01M	0.75%	+66	13F-HR Timeline
Beaumont Financial Advisors, LLC	4,964	$1.01M	0.07%	+42	13F-HR Timeline
Hoese & Co LLP	4,963	$1.01M	0.77%	-100	13F-HR Timeline
Symmetry Partners, LLC	4,954	$1.01M	0.11%	-41	13F-HR Timeline
ADIRONDACK TRUST CO	4,887	$995K	0.33%	-14	13F-HR Timeline
ELEVATE WEALTH ADVISORY, INC	4,862	$990K	0.72%	-113	13F-HR Timeline
Patten Group, Inc.	4,860	$989K	0.19%	-163	13F-HR Timeline
Embree Financial Group	4,848	$987K	0.13%	-864	13F-HR Timeline
Dakota Wealth Management	4,807	$979K	0.02%	-389	13F-HR/A Timeline
Columbia Bank	4,794	$977K	0.27%	+76	13F-HR Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…	4,780	$973K	0.02%	+517	13F-HR Timeline Group
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG	4,764	$968K	0.02%	0	13F-HR Timeline Group
Bedel Financial Consulting, Inc.	4,749	$967K	0.12%	+246	13F-HR Timeline
WealthShield Partners, LLC	4,738	$965K	0.11%	-779	13F-HR Timeline
Bogart Wealth, LLC	4,699	$957K	0.04%	0	13F-HR Timeline
Legacy Trust	4,695	$956K	0.19%	0	13F-HR Timeline
Lakewood Asset Management LLC	4,688	$954K	0.58%	+38	13F-HR Timeline
Higgins & Schmidt Wealth Strategies LLC	4,686	$954K	0.48%	-55	13F-HR Timeline
Bridgewater Advisors Inc.	4,680	$951K	0.07%	+147	13F-HR Timeline
Plante Moran Financial Advisors, LLC	4,668	$950K	0.06%	+158	13F-HR Timeline
Woodside Wealth Management LLC	4,665	$950K	0.75%	0	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	4,650	$947K	0.08%	+303	13F-HR Timeline
Willow Creek Wealth Management Inc.	4,635	$944K	0.08%	0	13F-HR Timeline
Wise Wealth Partners	4,609	$938K	1.43%	+75	13F-HR Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.	4,605	$938K	0.05%	-207	13F-HR Timeline Group
Annex Advisory Services, LLC	4,598	$936K	0.02%	-385	13F-HR Timeline
Betterment LLC	4,596	$936K	<0.01%	-1,289	13F-HR Timeline
RENASANT BANK	4,589	$934K	0.59%	+206	13F-HR Timeline
First Bank & Trust	4,584	$933K	0.16%	0	13F-HR Timeline
Resonant Capital Advisors, LLC	4,563	$929K	0.05%	+3,525	13F-HR Timeline
Walkner Condon Financial Advisors LLC	4,554	$927K	0.15%	+59	13F-HR Timeline
1834 INVESTMENT ADVISORS CO	4,547	$926K	0.11%	-239	13F-HR Timeline
Guidance Point Advisors, LLC	4,529	$923K	0.22%	-61	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	4,530	$922K	0.4%	0	13F-HR Timeline
PKS Advisory Services, LLC	4,449	$906K	0.19%	+19	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	4,443	$905K	0.09%	-325	13F-HR Timeline
INDEPENDENT FINANCIAL GROUP, LLC	4,423	$901K	0.02%	+137	13F-HR Timeline
Regent Peak Wealth Advisors LLC	4,421	$900K	0.18%		13F-HR Timeline
REGIMEN WEALTH, LLC	4,393	$894K	0.27%	+7	13F-HR Timeline
Matthew Goff Investment Advisor, LLC	4,387	$893K	0.15%	0	13F-HR Timeline
Accurate Wealth Management, LLC	4,387	$891K	0.12%	0	13F-HR Timeline
Cadence Bank	4,371	$890K	0.05%	-6	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	4,368	$889K	0.04%	+26	13F-HR Timeline
RiverFront Investment Group, LLC	4,345	$885K	0.02%	-173	13F-HR Timeline
Veracity Capital LLC	4,335	$883K	0.28%	-226	13F-HR Timeline
Mezzasalma Advisors, LLC	4,333	$882K	0.23%	0	13F-HR Timeline
HOGE FINANCIAL SERVICES, LLC	4,330	$882K	0.51%	+19	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	4,319	$879K	0.02%	-34	13F-HR Timeline
Magnolia Private Wealth, LLC	4,302	$876K	0.64%	-6	13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	4,250	$865K	0.01%	+2,629	13F-HR Timeline Group
Barnett & Company, Inc.	4,241	$863K	0.67%	0	13F-HR Timeline
INVENIO WEALTH PARTNERS LLC	4,240	$863K	0.31%	-3	13F-HR Timeline
AdvisorNet Financial, Inc	4,233	$862K	0.05%	-411	13F-HR Timeline
Lutz Financial Services LLC	4,200	$855K	0.06%	+542	13F-HR Timeline
Paragon Capital Management Ltd	4,198	$855K	0.16%	+6	13F-HR Timeline
Robinson Value Management, Ltd.	4,193	$854K	0.5%	+453	13F-HR Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC	4,188	$853K	<0.01%	new	13F-HR Timeline Group
GOLDEN ROAD ADVISORS LLC	4,168	$849K	0.49%	+31	13F-HR Timeline
Partners in Financial Planning	4,153	$845K	0.15%	+2	13F-HR Timeline
Wedmont Private Capital	4,122	$843K	0.03%	+2	13F-HR Timeline
XTX Topco Ltdin group XTX Topco Ltd	4,141	$843K	0.04%	+2,686	13F-HR Timeline Group
GC Wealth Management RIA, LLC	4,136	$842K	0.03%	+698	13F-HR Timeline
LONDON CO OF VIRGINIA	4,100	$835K	<0.01%	-2,604	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	4,087	$832K	0.06%	0	13F-HR Timeline
LongView Wealth Management	4,084	$831K	0.23%	+1,768	13F-HR Timeline
Zhang Financial LLC	4,079	$831K	0.03%	+1,303	13F-HR Timeline
American Investment Services, Inc.	4,076	$830K	0.2%	0	13F-HR Timeline
ABLE Financial Group, LLC	4,066	$828K	0.18%	-134	13F-HR Timeline
EIGHT 31 FINANCIAL, LLC	4,064	$827K	0.47%	0	13F-HR Timeline
Curi Capital, LLC	4,063	$827K	0.02%	+89	13F-HR Timeline
Aspen Grove Capital, LLC	4,058	$826K	0.14%	new	13F-HR Timeline
Crestwood Advisors Group, LLC	4,052	$825K	0.01%	+893	13F-HR Timeline
Kelman-Lazarov, Inc.	4,049	$824K	0.12%	+1	13F-HR Timeline
Rodgers & Associates, LTD	4,048	$824K	0.08%	-25	13F-HR Timeline
Occidental Asset Management, LLC	4,039	$822K	0.1%	0	13F-HR Timeline
Sovran Advisors, LLC	4,033	$822K	0.07%	+82	13F-HR Timeline
Balboa Wealth Partners	4,035	$821K	0.14%	-1,692	13F-HR Timeline
Sigma Planning Corp	4,012	$817K	0.02%	+763	13F-HR Timeline
Robertson Stephens Wealth Management, L…	4,009	$816K	0.02%	0	13F-HR Timeline
Alpha Financial Advisors, LLC	4,003	$815K	0.29%	-43	13F-HR Timeline
LOGAN CAPITAL MANAGEMENT INC	4,000	$814K	0.03%	-1,513	13F-HR Timeline
BANTAMAC CAPITAL, LLC	4,000	$814K	0.62%	0	13F-HR Timeline
JAMES INVESTMENT RESEARCH, INC.	3,998	$814K	0.09%	-198	13F-HR Timeline
MRWM Advisors, LLC	3,979	$810K	0.46%	0	13F-HR Timeline
Continuum Advisory, LLC	3,958	$806K	0.09%	+23	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	3,951	$804K	0.06%	+1,445	13F-HR Timeline
CVA Family Office, LLC	3,948	$804K	0.1%	-235	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	3,958	$798K	0.09%	0	13F-HR Timeline
DSG Capital Advisors, LLC	3,906	$795K	0.13%	0	13F-HR Timeline
RENAISSANCE TECHNOLOGIES LLC	3,900	$794K	<0.01%	-21,900	13F-HR Timeline
Curran Financial Partners, LLC	3,900	$794K	0.16%	+7	13F-HR Timeline
Johnson Bixby & Associates, LLC	3,881	$790K	0.1%	-752	13F-HR Timeline
Baring Financial LLC	3,873	$788K	0.54%	+6	13F-HR Timeline
FIRST UNITED BANK & TRUST	3,867	$787K	0.26%	-135	13F-HR Timeline
MWA Asset Management	3,850	$784K	0.43%	-34	13F-HR Timeline
Roxbury Financial LLC	3,846	$783K	0.72%	-153	13F-HR Timeline
TRUST POINT INC.	3,835	$781K	0.06%	-95	13F-HR Timeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …	3,835	$781K	0.01%	+145	13F-HR Timeline Group
William Howard & Co Financial Advisors …	3,832	$780K	0.66%	+17	13F-HR Timeline
Benchmark Financial Wealth Advisors, LLC	3,831	$780K	0.23%	+9	13F-HR Timeline
Michels Family Financial, LLC	3,813	$776K	0.6%	-105	13F-HR Timeline
Charter Oak Capital Management, LLC	3,808	$775K	0.06%	0	13F-HR Timeline
LOWERY THOMAS, LLC	3,806	$775K	0.45%	-283	13F-HR Timeline
Elequin Capital, LP	3,805	$775K	0.07%	+2,114	13F-HR Timeline
Sunpointe, LLC	3,802	$774K	0.28%	0	13F-HR Timeline
Emprise Bank	3,801	$774K	0.33%	0	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	3,796	$773K	0.01%	-761	13F-HR Timeline
SeaCrest Wealth Management, LLC	3,768	$772K	0.08%	+2	13F-HR Timeline
Mayflower Financial Advisors, LLC	3,783	$770K	0.1%	+22	13F-HR Timeline
First County Bank /CT/	3,777	$769K	0.39%	0	13F-HR Timeline
Harbor Asset Planning, Inc.	3,754	$764K	0.68%	+12	13F-HR Timeline
LOWE BROCKENBROUGH & CO INC	3,744	$762K	0.04%	-269	13F-HR Timeline
Bison Wealth, LLC	3,733	$762K	0.07%	+1,511	13F-HR Timeline
Roble, Belko & Company, Inc	3,705	$754K	0.1%	0	13F-HR Timeline
MAGNOLIA CAPITAL ADVISORS LLC	3,702	$754K	0.2%	-30	13F-HR Timeline
BRASS TAX WEALTH MANAGEMENT, INC	3,700	$753K	0.13%	new	13F-HR Timeline
Root Financial Partners, LLC	3,675	$748K	0.05%	+1,364	13F-HR Timeline
Archford Capital Strategies, LLC	3,665	$746K	0.09%	+55	13F-HR Timeline
Rockbridge Investment Management, LCC	3,656	$744K	0.07%	-20	13F-HR Timeline
CWA Asset Management Group, LLC	3,655	$744K	0.03%	-1,221	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	3,651	$743K	0.36%	+6	13F-HR Timeline
BKM Wealth Management, LLC	3,644	$742K	0.27%	-130	13F-HR Timeline
HANOVER ADVISORS INC	3,604	$734K	0.28%	0	13F-HR Timeline
Empire Financial Management Company, LLC	3,602	$733K	0.17%	-50	13F-HR Timeline
WARNER FINANCIAL, INC	3,591	$731K	0.27%	+13	13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	3,567	$726K	0.26%	+109	13F-HR Timeline
Moss Adams Wealth Advisors LLC	3,567	$726K	0.06%	0	13F-HR Timeline
CAPITAL CITY TRUST CO/FL	3,563	$725K	0.18%	0	13F-HR Timeline
Independence Bank of Kentucky	3,550	$723K	0.09%	0	13F-HR Timeline
Financial Guidance Group, Inc.	3,542	$721K	0.32%	0	13F-HR Timeline
Stanich Group LLC	3,541	$721K	0.44%	-222	13F-HR Timeline
PITCAIRN COin group PITCAIRN CO	3,539	$721K	0.06%	0	13F-HR Timeline Group
Waterfront Wealth Inc.	3,525	$720K	0.15%	0	13F-HR Timeline
BOURGEON CAPITAL MANAGEMENT LLC	3,528	$718K	0.13%	0	13F-HR Timeline
Mason Investment Advisory Services, Inc.	3,512	$715K	0.04%	+14	13F-HR Timeline
Moloney Securities Asset Management, LLC	3,478	$708K	0.08%	+6	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	3,477	$708K	0.19%	+114	13F-HR Timeline Group
Cornell Pochily Investment Advisors, In…	3,464	$705K	0.21%	0	13F-HR Timeline
Texas Yale Capital Corp.	3,460	$704K	0.02%	+90	13F-HR Timeline
Manhattan West Asset Management, LLC	3,455	$703K	0.15%	+336	13F-HR Timeline
Auxano Advisors, LLC	3,442	$701K	0.15%	0	13F-HR Timeline
Jaffetilchin Investment Partners, LLC	3,438	$700K	0.04%	+13	13F-HR Timeline
Stonebrook Private Inc.	3,436	$700K	0.15%	-33	13F-HR Timeline
LRI Investments, LLC	3,426	$697K	0.06%	-1,471	13F-HR Timeline
Cascade Financial Partners, LLC	3,397	$692K	0.08%	0	13F-HR Timeline
Westmount Partners, LLC	3,388	$691K	0.18%	0	13F-HR Timeline
Independent Advisor Alliance	3,381	$688K	0.02%	+296	13F-HR Timeline
Miller Investment Management, LP	3,368	$686K	0.07%	0	13F-HR Timeline
AAF Wealth Management, LLC	3,348	$682K	0.31%	-224	13F-HR Timeline
Peck Wealth Management, LLC	3,336	$679K	0.65%		13F-HR Timeline
Harvest Investment Services, LLC	3,335	$679K	0.14%	+85	13F-HR Timeline
Rice Partnership, LLC	3,330	$678K	0.1%	+1,247	13F-HR Timeline
HORAN Wealth, LLC	3,328	$678K	0.11%	new	13F-HR Timeline
Bell Bank	3,324	$677K	0.03%	0	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	3,320	$676K	0.1%	+5	13F-HR Timeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…	3,311	$674K	0.18%	-178	13F-HR Timeline Group
PFG Advisors	3,310	$674K	0.03%	new	13F-HR Timeline
Ballew Advisors, Inc	3,306	$672K	0.37%	-268	13F-HR Timeline
Financial Insights, Inc.	3,291	$670K	0.22%	+135	13F-HR Timeline
MELFA WEALTH MANAGEMENT, INC.	3,275	$667K	0.39%	0	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	3,272	$666K	0.03%	new	13F-HR Timeline
GREENUP STREET WEALTH MANAGEMENT LLC	3,264	$665K	0.1%	0	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	3,242	$660K	0.01%	-6	13F-HR Timeline Group
WBH ADVISORY INC	3,234	$658K	0.05%	0	13F-HR Timeline
MARINO, STRAM & ASSOCIATES LLC	3,231	$658K	0.12%	+996	13F-HR Timeline
Fort Sheridan Advisors LLC	3,227	$657K	0.09%	+98	13F-HR Timeline
Washington Trust Advisors, Inc.	3,221	$656K	0.05%	+228	13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	3,217	$655K	0.03%	-99	13F-HR Timeline
GREENWOOD GEARHART LLC	3,215	$655K	0.04%	+57	13F-HR Timeline
CITY NATIONAL BANK OF FLORIDA /MSD	3,213	$654K	0.43%	0	13F-HR Timeline
TrueWealth Advisors, LLC	3,208	$653K	0.18%	-6	13F-HR Timeline
Tudor Financial Inc.	3,199	$651K	0.35%	0	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	3,181	$648K	0.02%	+14	13F-HR Timeline Group
Glassman Wealth Services	3,157	$643K	0.09%	0	13F-HR Timeline
KINGSWOOD WEALTH ADVISORS, LLC	3,154	$642K	0.04%	+1,375	13F-HR Timeline
Performance Wealth Partners, LLC	3,141	$639K	0.02%	0	13F-HR Timeline
Rialto Wealth Management, LLC	3,136	$638K	0.16%	-515	13F-HR Timeline
CHAPIN DAVIS, INC.	3,126	$637K	0.16%	-227	13F-HR Timeline
Capital Investment Advisory Services, L…	3,120	$635K	0.05%	0	13F-HR Timeline