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Disclosery

IWD ISHARES TR

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ETF (fund)

1,885 managers (1,909 13F filers) reported a position in IWD shares at 2026-03-31, 268,233,059 shares in all. 111 filers opened a position and 106 filers sold out during the quarter.

Managers
1,885
13F filers
1,909
New
111
Added
585
Reduced
708
Sold out
106
Shares held by filers
268,233,059

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
KMG FIDUCIARY PARTNERS, LLC5,818$1.24M0.09%+3913F-HRTimeline
Modern Wealth Management, LLC5,760$1.24M0.02%new13F-HRTimeline
Choate Investment Advisors5,786$1.24M0.02%013F-HRTimeline
Curi Capital, LLC5,780$1.24M0.02%-31513F-HRTimeline
Proficio Capital Partners LLC5,761$1.23M0.07%013F-HRTimeline
Fragasso Financial Advisors Inc5,645$1.22M0.07%013F-HRTimeline
F/m Investments LLC5,720$1.22M0.08%+26113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,720$1.22M0.15%+2113F-HRTimeline
MIDDLETON & CO INC/MA5,696$1.22M0.14%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5,693$1.22M<0.01%-19213F-HRTimelineGroup
Sendero Wealth Management, LLC5,693$1.22M0.13%013F-HRTimeline
Stonebridge Financial Group, LLC / MO5,687$1.22M1.02%+913F-HRTimeline
Walsh & Associates, LLC5,684$1.21M1.2%-21413F-HRTimeline
NOMURA ASSET MANAGEMENT INTERNATIONAL I…in group NOMURA ASSET MANAGEMENT CO LTD5,668$1.21M<0.01%new13F-HRTimelineGroup
Colter Lewis Investment Partners LLC5,653$1.21M1.14%new13F-HRTimeline
Live Oak Private Wealth LLC5,627$1.2M0.17%-413F-HRTimeline
Strategic Blueprint, LLC5,584$1.19M0.07%-2,13513F-HRTimeline
Investment Advisory Group, LLC5,572$1.19M0.3%-47713F-HRTimeline
Fort Point Capital Partners LLC5,565$1.19M0.16%+1813F-HRTimeline
Daybright Advisory Services, Inc.5,554$1.19M0.33%+95013F-HRTimeline
MONECO ADVISORS, LLC5,549$1.19M0.09%+513F-HRTimeline
Elyxium Wealth, LLC5,541$1.18M0.38%+2,87613F-HRTimeline
WESBANCO BANK INC5,533$1.18M0.03%-513F-HRTimeline
Jacobi Capital Management LLC5,483$1.17M0.07%-24013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,476$1.17M0.05%+29913F-HRTimelineGroup
BCI SECURITIES, INC.5,471$1.17M11.52%013F-HRTimeline
CRA Financial Services, LLC5,464$1.17M0.15%+16413F-HRTimeline
Parisi Gray Wealth Management5,438$1.16M0.28%-6813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,427$1.16M0.03%-57813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,411$1.16M0.09%+3,07813F-HRTimelineGroup
TCI Wealth Advisors, Inc.5,404$1.15M0.06%-9413F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding5,376$1.15M+2,968Timeline
BLUELINE ADVISORS LLC5,402$1.15M0.9%013F-HRTimeline
Vawter Financial, Ltd.5,399$1.15M0.49%013F-HR/ATimeline
Fairvoy Private Wealth, LLC5,396$1.15M0.28%-44813F-HRTimeline
Bridgewater Advisors Inc.4,905$1.15M0.07%+7313F-HRTimeline
Bedel Financial Consulting, Inc.5,388$1.15M0.13%+19213F-HRTimeline
AlphaCore Capital LLC5,385$1.15M0.03%-93913F-HRTimeline
ADIRONDACK TRUST CO5,368$1.15M0.39%-6913F-HRTimeline
R.H. Investment Group, LLC5,162$1.15M0.88%new13F-HRTimeline
STALEY CAPITAL ADVISERS INC5,358$1.14M0.05%013F-HRTimeline
Alteri Wealth LLC5,355$1.14M0.37%-18413F-HRTimeline
BlueChip Wealth Advisors LLC5,350$1.14M0.5%+20213F-HRTimeline
Core Wealth Advisors, Inc.5,339$1.14M0.27%013F-HRTimeline
Stonebridge Financial Planning Group, L…5,325$1.14M0.42%+413F-HRTimeline
Chesley Taft & Associates LLC5,316$1.14M0.05%013F-HRTimeline
Cornerstone Wealth Management, LLC5,313$1.14M0.06%-17313F-HRTimeline
Ellevest, Inc.5,308$1.13M0.16%+13913F-HRTimeline
Lantz Financial LLC5,307$1.13M0.23%-2,65213F-HRTimeline
Fortitude Family Office, LLC5,300$1.13M0.25%013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC5,269$1.13M0.51%+60313F-HRTimeline
YANKCOM Partnership5,258$1.12M0.46%013F-HRTimeline
PFG Investments, LLC5,244$1.12M0.05%-29413F-HRTimeline
Investmark Advisory Group LLC5,230$1.12M0.48%+1113F-HRTimeline
JP Wealth Management, Inc.5,216$1.11M0.76%013F-HRTimeline
Rodgers & Associates, LTD5,201$1.11M0.11%+13713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,200$1.11M0.02%new13F-HRTimelineGroup
Vann Equity Management LLC5,196$1.11M0.79%13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…5,193$1.11M0.16%-2,61713F-HRTimeline
Sharkey, Howes & Javer5,190$1.11M0.15%+713F-HRTimeline
ANDERSON HOAGLAND & CO5,183$1.11M0.1%013F-HRTimeline
Zhang Financial LLC5,161$1.1M0.04%+91813F-HRTimeline
Bonfire Financial5,156$1.1M0.83%+2013F-HRTimeline
BSW Wealth Partners5,148$1.1M0.13%013F-HRTimeline
CENTRAL TRUST Co5,109$1.09M0.02%-13813F-HRTimeline
CITY HOLDING CO5,106$1.09M0.14%-8913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,069$1.09M0.08%-1,43213F-HRTimeline
Sigma Planning Corp5,093$1.09M0.03%+19013F-HRTimeline
Tassel Capital Management, Inc.5,056$1.08M0.59%+2013F-HRTimeline
S&CO INC5,050$1.08M0.07%013F-HRTimeline
Elmwood Wealth Management, Inc.5,042$1.08M0.3%+53513F-HRTimeline
Virtue Capital Management, LLC5,114$1.07M0.16%+1,70013F-HRTimeline
Beaumont Financial Advisors, LLC4,977$1.06M0.07%+613F-HRTimeline
Hoese & Co LLP4,963$1.06M0.79%013F-HRTimeline
FIDUCIENT ADVISORS LLC4,947$1.06M0.14%-9613F-HRTimeline
Nvest Financial, LLC4,944$1.06M0.39%+10413F-HRTimeline
Root Financial Partners, LLC4,927$1.05M0.05%+25213F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS4,925$1.05M0.02%-21513F-HRTimeline
Sidoxia Capital Management, LLC4,921$1.05M0.91%13F-HRTimeline
Bison Wealth, LLC4,451$1.04M0.1%+62113F-HRTimeline
Symmetry Partners, LLC4,863$1.04M0.06%-4013F-HRTimeline
HighPoint Advisor Group LLC4,844$1.03M0.04%-31613F-HRTimeline
Wise Wealth Partners4,839$1.03M1.4%+2013F-HRTimeline
TSFG, LLC4,831$1.03M0.16%+3213F-HRTimeline
Park Place Capital Corp4,806$1.03M0.21%-5,03013F-HRTimeline
Robinson Value Management, Ltd.4,779$1.02M0.57%+19213F-HRTimeline
UPTICK PARTNERS, LLC4,774$1.02M0.2%-26813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,749$1.01M0.02%+1013F-HR/ATimeline
BURKE & HERBERT BANK & TRUST CO4,727$1.01M0.28%013F-HRTimeline
WealthShield Partners, LLC4,725$1.01M0.11%-1,15313F-HRTimeline
ELEVATE WEALTH ADVISORY, INC4,712$1.01M0.64%-15413F-HRTimeline
Aegis Wealth Management LLC4,699$1M0.57%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,685$1M0.31%+113F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG4,764$998K0.02%013F-HRTimelineGroup
ES4, LLC4,640$991K0.64%+1813F-HRTimeline
MBL Wealth, LLC4,634$990K0.08%013F-HRTimeline
Patten Group, Inc.4,620$987K0.17%-13413F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,605$984K0.02%+79113F-HRTimelineGroup
Aspen Grove Capital, LLC4,583$979K0.19%+6713F-HRTimeline
Walkner Condon Financial Advisors LLC4,579$978K0.13%-19013F-HRTimeline
Accurate Wealth Management, LLC4,387$973K0.12%013F-HRTimeline
Charter Oak Capital Management, LLC4,552$973K0.08%+74413F-HRTimeline
Guidance Point Advisors, LLC4,542$973K0.23%+1513F-HRTimeline
MOR Wealth Management, LLC4,550$972K0.45%013F-HRTimeline
Robertson Stephens Wealth Management, L…4,550$972K0.03%-8613F-HRTimeline
Woodside Wealth Management LLC4,535$969K0.76%-13013F-HRTimeline
First Bank & Trust4,521$966K0.16%-8813F-HRTimeline
RiverFront Investment Group, LLC4,508$963K0.01%+19313F-HRTimeline
Sovran Advisors, LLC4,165$963K0.08%+13213F-HRTimeline
Occidental Asset Management, LLC4,504$962K0.11%013F-HRTimeline
TOWER BRIDGE ADVISORS4,500$962K0.09%new13F-HRTimeline
Roehl & Yi Investment Advisors, LLC4,457$952K0.36%-1,00013F-HRTimeline
Coastline Trust Co4,455$952K0.09%-1,58413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Annex Advisory Services, LLC4,448$950K0.02%-31213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…4,434$947K0.03%-85913F-HRTimelineGroup
Regent Peak Wealth Advisors LLC4,421$945K0.19%013F-HRTimeline
REGIMEN WEALTH, LLC4,396$939K0.27%+313F-HRTimeline
Clark Capital Management Group, Inc.4,388$938K0.01%-90013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,383$937K0.09%-2013F-HRTimeline
HOGE FINANCIAL SERVICES, LLC4,368$933K0.5%+1713F-HRTimeline
Mezzasalma Advisors, LLC4,333$926K0.24%013F-HRTimeline
Magnolia Private Wealth, LLC4,302$919K0.61%013F-HRTimeline
Wedmont Private Capital4,126$916K0.03%+213F-HRTimeline
Veracity Capital LLC4,286$916K0.33%-5313F-HRTimeline
Legacy Trust4,285$916K0.18%-88813F-HRTimeline
First National Trust Co4,278$914K0.03%-2,50013F-HRTimeline
Embree Financial Group4,264$911K0.11%-6713F-HRTimeline
GERMAN AMERICAN BANCORP, INC.4,257$910K0.08%-29913F-HRTimeline
GOLDEN ROAD ADVISORS LLC4,248$908K0.52%-14913F-HRTimeline
Matthew Goff Investment Advisor, LLC4,244$907K0.15%-9213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,243$907K0.02%+1,04613F-HRTimelineGroup
Barnett & Company, Inc.4,236$905K0.7%013F-HRTimeline
LongView Wealth Management4,025$905K0.23%-6013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,198$897K0.04%-7113F-HRTimeline
Edgestream Partners, L.P.4,180$893K0.03%-3,31813F-HRTimeline
Partners in Financial Planning4,165$890K0.15%+513F-HRTimeline
1834 INVESTMENT ADVISORS CO4,165$890K0.11%-7513F-HRTimeline
Resonant Capital Advisors, LLC4,165$890K0.05%+10113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,160$889K0.02%-34813F-HRTimeline
Plante Moran Financial Advisors, LLC4,150$887K0.06%-64613F-HRTimeline
Evergreen Advisors, LLC4,128$882K0.21%013F-HRTimeline
Lakewood Asset Management LLC4,121$880K0.56%-28713F-HRTimeline
PKS Advisory Services, LLC4,113$879K0.2%-27513F-HRTimeline
PACIFIC FINANCIAL GROUP INC4,098$876K0.47%+55413F-HRTimeline
EIGHT 31 FINANCIAL, LLC4,077$871K0.53%013F-HRTimeline
American Investment Services, Inc.4,076$871K0.19%013F-HRTimeline
Crestwood Advisors Group, LLC4,050$865K0.01%-213F-HRTimeline
Ascent Advisors, LLC4,039$863K1.59%new13F-HRTimeline
MRWM Advisors, LLC4,037$863K0.47%+5813F-HRTimeline
Independence Bank of Kentucky4,021$859K0.11%+48613F-HRTimeline
Kelman-Lazarov, Inc.4,019$859K0.12%-3113F-HRTimeline
Lutz Financial Services LLC4,010$857K0.06%-16113F-HRTimeline
Paragon Capital Management Ltd4,008$856K0.18%-19613F-HRTimeline
Alpha Financial Advisors, LLC4,003$855K0.26%013F-HRTimeline
BANTAMAC CAPITAL, LLC4,000$855K0.62%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,998$854K0.17%-1913F-HRTimeline
Bell Bank3,985$851K0.04%+66113F-HRTimeline
Rice Partnership, LLC3,963$847K0.12%-6513F-HRTimeline
DiNuzzo Private Wealth, Inc.3,958$846K0.09%013F-HRTimeline
FinArc Investments, Inc.3,954$845K0.81%-10513F-HRTimeline
Brown Financial Advisory3,949$844K0.42%-2113F-HRTimeline
CVA Family Office, LLC3,941$842K0.09%-713F-HRTimeline
Curran Financial Partners, LLC3,930$840K0.15%+213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,902$834K0.08%-32,75813F-HRTimelineGroup
FIRST UNITED BANK & TRUST3,867$826K0.27%013F-HRTimeline
William Howard & Co Financial Advisors …3,865$826K0.71%+1413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,863$825K0.05%+41813F-HRTimeline
Continuum Advisory, LLC3,848$822K0.08%-913F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS3,843$821K0.43%-12413F-HRTimeline
ABLE Financial Group, LLC3,842$821K0.16%-10213F-HRTimeline
LOWERY THOMAS, LLC3,839$820K0.47%+1513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,834$819K<0.01%new13F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC3,830$818K0.32%-41013F-HRTimeline
Harbor Asset Planning, Inc.3,827$818K0.69%+5813F-HRTimeline
Sunpointe, LLC3,802$812K0.27%013F-HRTimeline
AdvisorNet Financial, Inc3,802$812K0.04%-30613F-HRTimeline
Emprise Bank3,801$812K0.33%013F-HRTimeline
Michels Family Financial, LLC3,793$810K0.58%-2213F-HRTimeline
GLR Partners, LLC3,785$809K0.44%13F-HRTimeline
Roxbury Financial LLC3,774$806K0.73%-3013F-HRTimeline
Mayflower Financial Advisors, LLC3,760$803K0.1%013F-HRTimeline
Legacy Capital Wealth Partners, LLC3,759$803K0.17%-52913F-HRTimeline
Balboa Wealth Partners3,734$798K0.13%-27913F-HRTimeline
Archford Capital Strategies, LLC3,726$796K0.09%+6113F-HRTimeline
Strategic Family Wealth Counselors, L.L…3,699$790K0.21%+95613F-HRTimeline
Brooklyn Investment Group3,696$790K0.02%+1,27813F-HRTimeline
BKM Wealth Management, LLC3,683$787K0.29%-4313F-HRTimeline
Johnson Bixby & Associates, LLC3,658$782K0.1%-11313F-HRTimeline
Rockbridge Investment Management, LCC3,658$782K0.07%+113F-HRTimeline
MWA Asset Management3,650$780K0.43%-7213F-HR/ATimeline
TOWNSQUARE CAPITAL LLC3,647$779K0.18%-17,41213F-HRTimeline
Activest Wealth Management3,642$778K0.14%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,631$776K0.05%-45613F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,622$774K0.21%-12313F-HRTimeline
Heartwood Wealth Advisors LLC3,619$773K0.07%+1,15613F-HRTimeline
WARNER FINANCIAL, INC3,617$773K0.27%+1113F-HRTimeline
3 FACTOR INDEXING, LLC3,615$772K0.73%13F-HRTimeline
First County Bank /CT/3,606$770K0.41%-17113F-HRTimeline
HANOVER ADVISORS INC3,604$770K0.31%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.3,584$766K0.09%-16013F-HRTimeline