Skip to content
Disclosery

IWD ISHARES TR

Follow

ETF (fund)

1,958 managers (1,982 13F filers) reported a position in IWD shares at 2026-06-30, 265,613,918 shares in all. 144 filers opened a position and 69 filers sold out during the quarter.

Managers
1,958
13F filers
1,982
New
144
Added
585
Reduced
700
Sold out
69
Shares held by filers
265,613,918

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Waterfront Wealth Inc.3,507$866K0.13%-113F-HRTimeline
Moss Adams Wealth Advisors LLC3,567$865K0.05%013F-HRTimeline
Roble, Belko & Company, Inc3,559$863K0.09%013F-HRTimeline
TMB Capital Partners, LLC3,552$861K0.27%013F-HRTimeline
Kesler, Norman & Wride, LLC3,550$861K0.14%013F-HRTimeline
Signal Advisors Wealth, LLC3,549$860K0.05%+15513F-HRTimeline
XY Planning Network, Inc.3,544$859K0.11%013F-HRTimeline
Financial Guidance Group, Inc.3,542$859K0.32%013F-HRTimeline
Texas Yale Capital Corp.3,540$858K0.02%013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO3,539$858K0.09%013F-HRTimelineGroup
Empire Financial Management Company, LLC3,537$857K0.34%-2513F-HRTimeline
TOWNSQUARE CAPITAL LLC3,532$856K0.16%-11513F-HRTimeline
MWA Asset Management3,524$854K0.39%-12613F-HRTimeline
CENTRAL TRUST Co3,524$854K0.02%-1,58513F-HRTimeline
First County Bank /CT/3,521$854K0.4%-8513F-HRTimeline
BCS Private Wealth Management, Inc.3,515$852K0.26%+91513F-HRTimeline
B. Riley Wealth Advisors, Inc.3,491$848K0.05%+18513F-HRTimeline
Integrity Advisory Solutions, LLC3,475$842K0.09%+90313F-HRTimeline
Beaumont Financial Advisors, LLC3,473$842K0.05%-1,50413F-HRTimeline
Cornell Pochily Investment Advisors, In…3,464$840K0.23%013F-HRTimeline
Auxano Advisors, LLC3,442$834K0.16%013F-HRTimeline
EFG International AGin group EFG International AG3,434$833K0.02%+29113F-HRTimelineGroup
HORAN Wealth, LLC3,436$833K0.1%-3,17013F-HR/ATimeline
NATURAL INVESTMENTS, LLC3,435$832K0.18%013F-HRTimeline
Diamond Hill Capital Management, LLC (I…3,423$830K0.01%-23,14413F-HRTimeline
Ground Swell Capital, LLC3,419$829K0.9%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,415$828K0.02%+60513F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.3,413$827K0.09%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,410$827K0.03%+38613F-HRTimeline
Mayflower Financial Advisors, LLC3,399$824K0.07%-36113F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…3,378$819K<0.01%new13F-HRTimelineGroup
Boyer Financial Services, Inc.3,315$818K0.69%new13F-HRTimeline
Baltimore-Washington Financial Advisors…3,370$817K0.03%+6913F-HRTimeline
Fort Sheridan Advisors LLC3,367$816K0.09%+113F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department3,363$815K0.19%013F-HRTimelineGroup
Stanich Group LLC3,355$813K0.51%-19313F-HRTimeline
Stonebrook Private Inc.3,349$812K0.15%-3313F-HRTimeline
Peck Wealth Management, LLC3,336$809K0.68%013F-HRTimeline
Regent Peak Wealth Advisors LLC3,327$807K0.15%-1,09413F-HRTimeline
Global View Capital Management LLC3,308$802K0.17%+72113F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,287$797K0.2%-33513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.3,278$795K0.43%013F-HRTimeline
Symphony Financial, Ltd. Co.3,270$793K0.09%+1,45713F-HRTimeline
Westmount Partners, LLC3,261$791K0.17%-12713F-HRTimeline
OBSIDIAN CIO, LLC3,244$787K0.58%-3713F-HRTimeline
DAVIS R M INC3,244$786K0.01%+3313F-HRTimeline
TRUST CO OF VERMONT3,236$785K0.03%13F-HRTimeline
Oxbow Advisors, LLC3,233$784K0.06%new13F-HRTimeline
Stablepoint Partners, LLC3,233$784K0.11%+57713F-HRTimeline
Wealth Science Advisors LLC3,191$774K0.34%-613F-HRTimeline
Heartland Bank & Trust Co3,171$769K0.16%+1,51713F-HRTimeline
One Day In July LLC3,166$768K0.05%+87413F-HRTimeline
CAPITAL CITY TRUST CO/FL3,162$767K0.16%-40113F-HRTimeline
Darwin Wealth Management, LLC3,155$765K0.21%-19013F-HRTimeline
Glassman Wealth Services3,144$762K0.09%-23213F-HRTimeline
Performance Wealth Partners, LLC3,141$761K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,139$761K0.02%-6113F-HRTimelineGroup
Rialto Wealth Management, LLC3,136$760K0.15%013F-HRTimeline
TrueWealth Advisors, LLC3,135$760K0.17%-6413F-HRTimeline
Retirement Planning Group, LLC3,128$758K0.02%-11113F-HRTimeline
Odyssey Capital Advisors, Inc.3,120$756K0.54%-29613F-HRTimeline
Skyline Advisors, Inc.3,116$755K0.24%+1013F-HRTimeline
Harvest Investment Services, LLC3,112$754K0.12%-7613F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,105$753K0.45%013F-HRTimeline
Targeted Financial Services LLC3,104$753K0.56%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.3,101$752K0.23%-7713F-HRTimeline
FinArc Investments, Inc.3,091$749K0.68%-86313F-HRTimeline
Financial Insights, Inc.3,078$746K0.2%013F-HRTimeline
AAF Wealth Management, LLC3,076$746K0.28%-5713F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC3,074$745K<0.01%new13F-HRTimelineGroup
Fiduciary Alliance LLC3,067$744K0.05%+56113F-HRTimeline
WBH ADVISORY INC3,061$742K0.05%-2213F-HRTimeline
ROCKLAND TRUST CO3,048$739K0.03%-5613F-HRTimeline
CHAPIN DAVIS, INC.3,047$739K0.13%-713F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,043$738K0.21%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI3,029$734K0.03%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC3,028$734K0.04%+3613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,010$730K0.03%+21413F-HRTimelineGroup
BOK Financial Private Wealth, Inc.3,007$729K0.04%+33213F-HRTimeline
New Republic Capital, LLC3,003$728K0.17%+13913F-HRTimeline
Tudor Financial Inc.2,999$727K0.33%-20013F-HR/ATimeline
Lunt Capital Management, Inc.2,994$726K0.27%013F-HRTimeline
Axis Wealth Partners, LLC2,968$719K0.35%+913F-HRTimeline
Peak Wealth Management LLC2,950$715K0.5%+11313F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC2,947$714K0.09%-28713F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC2,945$714K0.07%013F-HRTimeline
LM Advisors LLC2,941$713K0.08%+2,31313F-HRTimeline
PLANNING DIRECTIONS INC2,930$710K0.33%+17413F-HRTimeline
Berkeley Capital Partners, LLC2,916$707K0.15%013F-HRTimeline
Fortis Capital Advisors, LLC2,915$707K0.08%-18313F-HRTimeline
Oxler Private Wealth LLC2,914$706K0.2%+713F-HRTimeline
WealthPlan Investment Management, LLC2,910$705K0.04%+6813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.2,901$703K0.07%-68313F-HRTimeline
DSG Capital Advisors, LLC2,854$703K0.1%013F-HRTimeline
Platform Technology Partners2,897$702K0.11%-6613F-HRTimeline
Kovack Advisors, Inc.2,886$701K0.03%+6613F-HRTimeline
Hoese & Co LLP2,887$700K0.45%-2,07613F-HRTimeline
Betterment LLC2,880$698K<0.01%+27213F-HRTimeline
SPINNAKER TRUST2,879$698K0.03%013F-HRTimeline
VANCE WEALTH, LLC2,877$697K0.16%-24913F-HRTimeline
Impact Capital Partners LLC2,875$697K0.19%+73313F-HRTimeline
Stronghold Wealth Management L.L.C.2,874$697K0.93%+16013F-HRTimeline
PFG Advisors2,874$697K0.04%+3113F-HRTimeline
APS Management Group, Inc.2,865$695K0.53%+18813F-HRTimeline
Meridian Wealth Advisors, LLC2,858$693K0.08%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP2,847$690K0.02%-45013F-HRTimeline
Gallacher Capital Management LLC2,845$690K0.39%+613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.2,844$689K<0.01%+44513F-HRTimelineGroup
Ignite Planners, LLC2,830$686K0.09%013F-HRTimeline
Mirador Capital Partners LP2,829$686K0.08%+913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,819$683K0.15%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.2,805$680K0.09%+21413F-HRTimeline
Burton Enright Welch2,801$679K0.08%-4713F-HRTimeline
Macco Financial Group, Inc.2,798$678K0.44%+94813F-HRTimeline
Advyzon Investment Management, LLC2,794$677K0.05%+69213F-HRTimeline
Snider Financial Group2,786$675K0.17%-15013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,781$674K0.15%-24813F-HRTimelineGroup
Sterling Capital Management LLC2,780$674K0.01%+1,60213F-HRTimeline
SmartHarvest Portfolios, LLC2,763$670K0.22%+5513F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC2,750$667K0.23%013F-HRTimeline
Williams Jones Wealth Management, LLC.2,750$667K0.01%+62413F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management2,745$665K0.09%013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC2,745$665K0.06%+113F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/2,738$664K0.05%new13F-HRTimeline
AIRE ADVISORS, LLC2,730$662K0.11%+113F-HRTimeline
HANOVER ADVISORS INC2,724$660K0.24%-88013F-HRTimeline
Navigation Wealth Management, Inc.2,721$660K0.91%+7813F-HRTimeline
Wealthspire Retirement, LLC2,719$659K0.04%-1213F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC2,688$659K0.22%013F-HRTimelineGroup
Genesis Wealth Advisors, LLC2,713$658K0.39%013F-HRTimeline
Proactive Wealth Strategies LLC2,712$658K0.11%+813F-HRTimeline
Sovereign Financial Group, Inc.2,705$656K0.1%+3213F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,675$649K0.09%+3613F-HRTimelineGroup
Soltis Investment Advisors LLC2,672$648K0.04%+1713F-HRTimeline
Hamilton Capital, LLC2,670$647K0.03%013F-HRTimeline
BROGAN FINANCIAL, INC.2,667$647K0.26%+813F-HRTimeline
Cedarwood Wealth LLC2,666$646K0.49%+12813F-HRTimeline
MOTCO2,662$645K0.06%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,659$645K0.03%013F-HRTimeline
Coastal Bridge Advisors, LLC2,654$643K0.04%-20813F-HRTimeline
Runnymede Capital Advisors, Inc.2,647$642K0.38%013F-HRTimeline
GC Wealth Management RIA, LLC2,643$641K0.04%-6813F-HRTimeline
Facet Wealth, Inc.2,642$640K0.01%+74813F-HRTimeline
Cornerstone Wealth Group, LLC2,639$640K0.04%+1013F-HRTimeline
Carnegie Investment Counsel2,638$640K0.01%-7013F-HRTimeline
Koshinski Asset Management, Inc.2,635$639K0.03%+7513F-HRTimeline
CoreCap Advisors, LLC2,631$638K0.02%+2313F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,622$636K0.2%+413F-HRTimeline
Chicago Wealth Management, Inc.2,621$635K0.23%013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,616$634K0.27%013F-HRTimeline
FIDELITY D & D BANCORP INC2,608$632K0.22%-18213F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,604$631K<0.01%-36013F-HRTimelineGroup
Rose Capital Advisors LLC2,594$629K0.34%13F-HRTimeline
TigerOak Management, L.L.C.2,592$628K0.18%-2513F-HRTimeline
Vann Equity Management LLC2,590$628K0.38%-2,60613F-HRTimeline
BRAUN STACEY ASSOCIATES INC2,576$624K0.02%+61113F-HRTimeline
Biltmore Family Office, LLC2,573$624K0.08%013F-HRTimeline
MAIRS & POWER INC2,562$621K0.01%013F-HRTimeline
DECISION INVESTMENTS, INC2,556$620K0.56%013F-HRTimeline
NCM Capital Management, LLC2,554$619K0.19%+4513F-HRTimeline
Hamilton Point Investment Advisors, LLC2,547$617K0.09%013F-HRTimeline
Quantbot Technologies LP2,546$617K0.02%new13F-HRTimeline
Archer Investment Corp2,527$613K0.12%+113F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,521$611K0.01%+43213F-HRTimelineGroup
Cypress Capital, LLC2,520$611K0.17%013F-HRTimeline
GGM Financial LLC2,512$609K0.23%-52113F-HRTimeline
Members Trust Co2,512$609K0.02%-2213F-HRTimeline
Fusion Capital, LLC2,508$608K0.14%+20313F-HRTimeline
Insight Advisors, LLC/ PA2,507$608K0.11%+313F-HRTimeline
Edgemoor Investment Advisors, Inc.2,506$608K0.04%013F-HRTimeline
Klingman & Associates, LLC2,504$607K0.03%-12913F-HRTimeline
Operose Advisors LLC2,495$605K0.12%-6613F-HRTimeline
Portland Global Advisors LLC2,490$604K0.06%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.2,481$602K0.29%-61513F-HRTimeline
Summit Wealth Partners, LLC2,475$600K0.09%-413F-HRTimeline
Wescott Financial Advisory Group, LLC2,475$600K0.05%+213F-HRTimeline
First Citizens Asset Management, Inc.2,471$599K0.19%+9913F-HRTimeline
Moors & Cabot, Inc.2,469$598K0.02%-413F-HRTimeline
Palisade Asset Management, LLC2,462$597K0.06%+12513F-HRTimeline
YHB Investment Advisors, Inc.2,458$596K0.04%+5513F-HRTimeline
Woodward Financial Advisors, Inc.2,450$594K0.2%013F-HRTimeline
FIRST FINANCIAL CORP /IN/2,444$592K0.2%-1,07813F-HRTimeline
Alpine Global Management, LLC2,431$589K0.1%new13F-HRTimeline
Atala Financial Inc2,424$588K0.36%013F-HRTimeline
Beacon Financial Strategies CORP2,395$581K0.29%-1013F-HRTimeline
Central Pacific Bank - Trust Division2,370$575K0.06%013F-HRTimeline
Austin Asset Management Co Inc2,361$572K0.08%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,360$572K0.08%013F-HRTimeline
Oder Investment Management, LLC2,354$571K0.38%+113F-HRTimeline
Tenzing Financial LLC2,305$570K0.39%new13F-HRTimeline
Old Mission Investment Co LLC2,332$565K0.12%+15313F-HRTimeline
Elequin Capital, LP2,330$565K0.02%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,327$564K0.12%013F-HRTimeline
HT Partners LLC2,322$563K0.16%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,319$562K0.01%-1,20013F-HRTimeline
Ellis Investment Partners, LLC2,317$562K0.09%-413F-HRTimeline
CWA Asset Management Group, LLC2,315$561K0.02%+5213F-HRTimeline
Aufman Associates Inc2,310$560K0.22%013F-HRTimeline
Horizon Investment Services, LLC2,308$560K0.16%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC2,304$559K0.03%-7,77613F-HRTimeline