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Disclosery

IWD ISHARES TR

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ETF (fund)

1,890 managers (1,913 13F filers) reported a position in IWD shares at 2025-12-31, 273,513,716 shares in all. 133 filers opened a position and 60 filers sold out during the quarter.

Managers
1,890
13F filers
1,913
New
133
Added
653
Reduced
547
Sold out
60
Shares held by filers
273,513,716

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
HARBOUR INVESTMENTS, INC.6,252$1.32M0.03%+49013F-HRTimeline
Amplius Wealth Advisors, LLC6,250$1.31M0.11%+26313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,208$1.31M0.03%+1,07513F-HRTimelineGroup
Certified Advisory Corp6,207$1.31M0.12%-10113F-HRTimeline
Elequin Capital, LP6,204$1.3M0.17%+2,39913F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…6,175$1.3M0.16%13F-HRTimeline
Texas Bank & Trust Co6,168$1.3M0.47%013F-HRTimeline
LRI Investments, LLC6,167$1.3M0.1%+2,74113F-HRTimeline
Crusonia Wealth Advisors LLC6,162$1.3M0.29%13F-HRTimeline
Belpointe Asset Management LLC6,145$1.29M0.05%+94013F-HRTimeline
Connecticut Wealth Management, LLC6,121$1.29M0.06%+713F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY6,101$1.28M0.04%new13F-HRTimeline
Curi Capital, LLC6,095$1.28M0.02%+2,03213F-HRTimeline
Seneca Financial Advisors LLC6,057$1.27M0.39%-58213F-HRTimeline
Investment Advisory Group, LLC6,049$1.27M0.33%+53013F-HRTimeline
Coastline Trust Co6,039$1.27M0.12%-39913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Warwick Investment Management, Inc.6,036$1.27M0.2%-43813F-HRTimeline
TFO Wealth Partners, LLC6,028$1.27M0.19%+3013F-HRTimeline
Tranquility Partners, LLC6,014$1.27M0.46%-8413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,005$1.26M0.03%+92013F-HRTimeline
Trust Co of the South6,000$1.26M0.2%013F-HRTimeline
SkyView Investment Advisors, LLC5,975$1.26M0.16%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC5,957$1.25M0.06%+2213F-HRTimeline
Columbia Bank5,954$1.25M0.35%+1,16013F-HRTimeline
Thrive Wealth Management, LLC5,951$1.25M0.18%-813F-HRTimeline
Meridian Wealth Management, LLC5,940$1.25M0.04%+74213F-HRTimeline
Walsh & Associates, LLC5,898$1.24M1.22%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5,885$1.24M<0.01%+3,82013F-HRTimelineGroup
Mascoma Wealth Management LLC5,880$1.24M0.27%013F-HRTimeline
WealthShield Partners, LLC5,878$1.24M0.14%+1,14013F-HRTimeline
Capital Advantage, Inc.5,850$1.23M0.17%+5113F-HRTimeline
Fairvoy Private Wealth, LLC5,844$1.23M0.28%013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,821$1.22M0.42%+113F-HRTimeline
Choate Investment Advisors5,786$1.22M0.02%-14013F-HRTimeline
Fort Point Capital Partners LLC5,547$1.22M0.15%-30613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC5,779$1.22M0.09%-36913F-HRTimeline
Brown Miller Wealth Management, LLC5,769$1.21M0.34%new13F-HRTimeline
Proficio Capital Partners LLC5,761$1.21M0.09%new13F-HRTimeline
Thomasville National Bank5,761$1.21M0.08%-33613F-HRTimeline
Jacobi Capital Management LLC5,723$1.2M0.07%+113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,699$1.2M0.14%-52913F-HRTimeline
MIDDLETON & CO INC/MA5,696$1.2M0.13%013F-HRTimeline
Sendero Wealth Management, LLC5,693$1.2M0.13%013F-HRTimeline
Stonebridge Financial Group, LLC / MO5,678$1.19M1.03%13F-HRTimeline
Foundations Investment Advisors, LLC5,674$1.19M0.02%+11513F-HRTimeline
Fragasso Financial Advisors Inc5,645$1.19M0.07%013F-HRTimeline
Live Oak Private Wealth LLC5,631$1.18M0.16%-3113F-HRTimeline
MONECO ADVISORS, LLC5,544$1.17M0.09%+14013F-HRTimeline
Alteri Wealth LLC5,539$1.17M0.38%+11613F-HRTimeline
WESBANCO BANK INC5,538$1.16M0.03%-54113F-HRTimeline
PFG Investments, LLC5,538$1.16M0.05%-613F-HRTimeline
Parisi Gray Wealth Management5,506$1.16M0.26%-2613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.5,505$1.16M<0.01%new13F-HRTimelineGroup
TCI Wealth Advisors, Inc.5,498$1.16M0.06%-1,78113F-HRTimeline
Cornerstone Wealth Management, LLC5,486$1.15M0.06%+213F-HRTimeline
BCI SECURITIES, INC.5,471$1.15M9.94%13F-HRTimeline
F/m Investments LLC5,459$1.15M0.04%+11613F-HRTimeline
Roehl & Yi Investment Advisors, LLC5,457$1.15M0.46%+92713F-HRTimeline
ADIRONDACK TRUST CO5,437$1.14M0.38%+55013F-HRTimeline
BLUELINE ADVISORS LLC5,402$1.14M0.93%13F-HRTimeline
Vawter Financial, Ltd.5,399$1.14M0.48%+113F-HR/ATimeline
STALEY CAPITAL ADVISERS INC5,358$1.13M0.05%013F-HRTimeline
Core Wealth Advisors, Inc.5,339$1.12M0.29%-4413F-HRTimeline
Stonebridge Financial Planning Group, L…5,321$1.12M0.4%+413F-HRTimeline
VANCE WEALTH, LLC5,317$1.12M0.33%-28013F-HR/ATimeline
Chesley Taft & Associates LLC5,316$1.12M0.04%-11613F-HRTimeline
CRA Financial Services, LLC5,300$1.11M0.15%+13813F-HRTimeline
Fortitude Family Office, LLC5,300$1.11M0.26%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…5,293$1.11M0.03%-25013F-HRTimelineGroup
Clark Capital Management Group, Inc.5,288$1.11M0.01%-16813F-HRTimeline
YANKCOM Partnership5,258$1.11M0.47%+913F-HRTimeline
CENTRAL TRUST Co5,247$1.1M0.02%+2813F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI5,229$1.1M0.07%013F-HRTimeline
Investmark Advisory Group LLC5,219$1.1M0.47%+6113F-HRTimeline
JP Wealth Management, Inc.5,216$1.1M0.78%013F-HRTimeline
Bedel Financial Consulting, Inc.5,196$1.09M0.12%+44713F-HRTimeline
CITY HOLDING CO5,195$1.09M0.13%-32913F-HRTimeline
HUB Investment Partners, LLC5,189$1.09M0.03%+1013F-HRTimeline
ANDERSON HOAGLAND & CO5,183$1.09M0.09%013F-HRTimeline
Sharkey, Howes & Javer5,183$1.09M0.14%+913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,177$1.09M0.01%+18313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,177$1.09M0.04%-30013F-HRTimelineGroup
Legacy Trust5,173$1.09M0.2%+47813F-HRTimeline
Ellevest, Inc.5,169$1.09M0.15%013F-HRTimeline
HighPoint Advisor Group LLC5,160$1.09M0.02%new13F-HRTimeline
BlueChip Wealth Advisors LLC5,148$1.08M0.46%-5713F-HRTimeline
BSW Wealth Partners5,148$1.08M0.13%013F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS5,140$1.08M0.02%-1,94013F-HRTimeline
Bonfire Financial5,136$1.08M0.81%+2513F-HRTimeline
Rodgers & Associates, LTD5,064$1.07M0.11%+1,01613F-HRTimeline
S&CO INC5,050$1.06M0.07%013F-HRTimeline
FIDUCIENT ADVISORS LLC5,043$1.06M0.13%-2,08613F-HRTimeline
UPTICK PARTNERS, LLC5,042$1.06M0.23%-5813F-HRTimeline
Tassel Capital Management, Inc.5,036$1.06M0.64%+2413F-HRTimeline
Bridgewater Advisors Inc.4,832$1.06M0.07%+15213F-HRTimeline
Beaumont Financial Advisors, LLC4,971$1.05M0.07%+713F-HRTimeline
Hoese & Co LLP4,963$1.04M0.74%013F-HRTimeline
Sigma Planning Corp4,903$1.03M0.03%+89113F-HRTimeline
Symmetry Partners, LLC4,903$1.03M0.06%-5113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC4,866$1.02M0.7%+413F-HRTimeline
New Republic Capital, LLC4,861$1.02M0.27%+2,57213F-HRTimeline
Nvest Financial, LLC4,840$1.02M0.42%+3,25813F-HRTimeline
Wise Wealth Partners4,819$1.01M1.45%+21013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG4,764$1.01M0.02%013F-HRTimelineGroup
TSFG, LLC4,799$1.01M0.15%-61013F-HRTimeline
Plante Moran Financial Advisors, LLC4,796$1.01M0.06%+12813F-HRTimeline
Walkner Condon Financial Advisors LLC4,769$1M0.14%+21513F-HRTimeline
Annex Advisory Services, LLC4,760$1M0.02%+16213F-HRTimeline
Patten Group, Inc.4,754$1000K0.18%-10613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,739$997K0.02%+31613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO4,727$994K0.27%-5,74013F-HRTimeline
Bogart Wealth, LLC4,724$994K0.04%+2513F-HRTimeline
Aegis Wealth Management LLC4,699$988K0.56%-2,77213F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,684$985K0.31%+2,23513F-HRTimeline
Root Financial Partners, LLC4,675$983K0.05%+1,00013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC4,666$981K0.46%-2013F-HRTimeline
Woodside Wealth Management LLC4,665$981K0.73%013F-HRTimeline
Robertson Stephens Wealth Management, L…4,636$975K0.03%+62713F-HRTimeline
MBL Wealth, LLC4,634$975K0.08%+2,80013F-HRTimeline
ES4, LLC4,622$972K0.67%13F-HRTimeline
First Bank & Trust4,609$969K0.16%+2513F-HRTimeline
Daybright Advisory Services, Inc.4,604$968K0.26%13F-HRTimeline
Robinson Value Management, Ltd.4,587$965K0.52%+39413F-HRTimeline
GERMAN AMERICAN BANCORP, INC.4,556$958K0.08%-1,20713F-HRTimeline
MOR Wealth Management, LLC4,550$957K0.44%13F-HRTimeline
Accurate Wealth Management, LLC4,387$955K0.12%013F-HRTimeline
Guidance Point Advisors, LLC4,527$954K0.22%-213F-HRTimeline
Aspen Grove Capital, LLC4,516$950K0.16%+45813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,508$948K0.02%-1,14513F-HRTimeline
Elmwood Wealth Management, Inc.4,507$948K0.3%new13F-HRTimeline
Occidental Asset Management, LLC4,504$947K0.11%+46513F-HRTimeline
BlueCrest Capital Management Ltd4,500$947K0.04%new13F-HRTimeline
HRT FINANCIAL LP4,462$938K<0.01%-23,64813F-HRTimeline
Regent Peak Wealth Advisors LLC4,421$930K0.18%013F-HRTimeline
Opal Wealth Advisors, LLC4,417$929K0.24%new13F-HRTimeline
Lakewood Asset Management LLC4,408$927K0.54%-28013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,403$926K0.09%-4013F-HRTimeline
GOLDEN ROAD ADVISORS LLC4,397$925K0.53%+22913F-HRTimeline
REGIMEN WEALTH, LLC4,393$924K0.27%013F-HRTimeline
Washington Trust Bank4,392$924K0.06%+2,18813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smead Capital Management, Inc.4,392$924K0.02%-1,11413F-HRTimeline
PKS Advisory Services, LLC4,388$923K0.21%-6113F-HRTimeline
Mezzasalma Advisors, LLC4,333$919K0.22%013F-HRTimeline
HOGE FINANCIAL SERVICES, LLC4,351$915K0.49%+2113F-HRTimeline
Veracity Capital LLC4,339$913K0.27%+413F-HRTimeline
Matthew Goff Investment Advisor, LLC4,336$912K0.16%-5113F-HRTimeline
Embree Financial Group4,331$911K0.11%-51713F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,319$908K0.02%013F-HRTimeline
RiverFront Investment Group, LLC4,315$908K0.01%-3013F-HRTimeline
Magnolia Private Wealth, LLC4,302$905K0.63%013F-HRTimeline
Legacy Capital Wealth Partners, LLC4,288$902K0.19%-1,24413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,269$898K0.04%-9913F-HRTimeline
Zhang Financial LLC4,243$892K0.03%+16413F-HRTimeline
1834 INVESTMENT ADVISORS CO4,240$892K0.11%-30713F-HRTimeline
INVENIO WEALTH PARTNERS LLC4,240$892K0.33%013F-HRTimeline
Barnett & Company, Inc.4,236$891K0.72%-513F-HRTimeline
LongView Wealth Management4,085$889K0.21%+113F-HRTimeline
Paragon Capital Management Ltd4,204$884K0.18%+613F-HRTimeline
Wedmont Private Capital4,124$884K0.03%+213F-HRTimeline
Sovran Advisors, LLC4,033$884K0.08%013F-HRTimeline
Lutz Financial Services LLC4,171$877K0.06%-2913F-HRTimeline
Snider Financial Group4,171$877K0.23%-1,39013F-HRTimeline
Partners in Financial Planning4,160$875K0.15%+713F-HRTimeline
RENASANT BANK4,145$872K0.59%-44413F-HRTimeline
Evergreen Advisors, LLC4,128$868K0.21%13F-HRTimeline
AdvisorNet Financial, Inc4,108$864K0.05%-12513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC4,087$860K0.05%013F-HRTimeline
EIGHT 31 FINANCIAL, LLC4,077$858K0.47%+1313F-HRTimeline
American Investment Services, Inc.4,076$857K0.2%013F-HRTimeline
Resonant Capital Advisors, LLC4,064$855K0.05%-49913F-HRTimeline
Crestwood Advisors Group, LLC4,052$852K0.01%013F-HRTimeline
Kelman-Lazarov, Inc.4,050$852K0.12%+113F-HRTimeline
GC Wealth Management RIA, LLC4,036$849K0.03%-10013F-HRTimeline
Rice Partnership, LLC4,028$847K0.11%+69813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,017$845K0.18%+31513F-HRTimeline
Balboa Wealth Partners4,013$844K0.14%-2213F-HRTimeline
Alpha Financial Advisors, LLC4,003$842K0.26%013F-HRTimeline
BANTAMAC CAPITAL, LLC4,000$841K0.59%013F-HRTimeline
MRWM Advisors, LLC3,979$837K0.45%013F-HRTimeline
Brown Financial Advisory3,970$835K0.42%-1,11213F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS3,967$834K0.44%13F-HRTimeline
DiNuzzo Private Wealth, Inc.3,958$833K0.09%013F-HRTimeline
CVA Family Office, LLC3,948$830K0.1%013F-HRTimeline
ABLE Financial Group, LLC3,944$830K0.17%-12213F-HRTimeline
Curran Financial Partners, LLC3,928$826K0.16%+2813F-HRTimeline
Xcelsior Advisor Partners LLC3,906$822K0.4%13F-HRTimeline
TMB Capital Partners, LLC3,895$819K0.28%13F-HRTimeline
FIRST UNITED BANK & TRUST3,867$813K0.26%013F-HRTimeline
Continuum Advisory, LLC3,857$811K0.08%-10113F-HRTimeline
William Howard & Co Financial Advisors …3,851$810K0.68%+1913F-HRTimeline
Bison Wealth, LLC3,830$809K0.09%+9713F-HRTimeline
Cadence Bank3,848$809K0.05%-52313F-HRTimeline
SeaCrest Wealth Management, LLC3,771$808K0.08%+313F-HRTimeline
Odyssey Capital Advisors, Inc.3,839$807K0.72%13F-HRTimeline
TRUST POINT INC.3,835$807K0.06%013F-HRTimeline
LOWERY THOMAS, LLC3,824$804K0.45%+1813F-HRTimeline
Michels Family Financial, LLC3,815$802K0.59%+213F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,814$802K0.01%-96613F-HRTimelineGroup
MARS JEWETT FINANCIAL GROUP, INC.3,565$801K0.24%13F-HRTimeline
Charter Oak Capital Management, LLC3,808$801K0.06%013F-HRTimeline