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Disclosery

IWD ISHARES TR

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ETF (fund)

1,718 managers (1,740 13F filers) reported a position in IWD shares at 2024-12-31, 278,188,134 shares in all. 121 filers opened a position and 72 filers sold out during the quarter.

Managers
1,718
13F filers
1,740
New
121
Added
612
Reduced
482
Sold out
72
Shares held by filers
278,188,134

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BankPlus Trust Departmentin group BankPlus Trust Department3,363$623K0.2%13F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC3,350$620K0.01%new13F-HRTimelineGroup
Vulcan Value Partners, LLC3,336$618K0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.3,329$616K0.04%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,325$614K0.06%-20613F-HRTimeline
Lunt Capital Management, Inc.3,314$614K0.24%-20613F-HRTimeline
Evergreen Advisors, LLC3,309$613K0.17%-1,17113F-HRTimeline
Sigma Planning Corp3,307$612K0.02%+613F-HRTimeline
BKM Wealth Management, LLC3,301$611K0.25%+27213F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.3,275$606K0.41%-5513F-HRTimeline
WRAPMANAGER INC3,250$602K0.15%-21913F-HRTimeline
TFB Advisors LLC3,244$601K0.17%-213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,232$598K0.03%-1,34713F-HRTimelineGroup
GREENWOOD GEARHART LLC3,212$595K0.04%013F-HRTimeline
EVOKE WEALTH, LLC3,201$593K0.02%+91013F-HRTimeline
Tudor Financial Inc.3,199$592K0.35%+7013F-HRTimeline
Cassady Schiller Wealth Management, LLC3,182$589K0.22%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,185$589K0.04%+1,95713F-HRTimeline
Leo Wealth, LLC3,171$587K0.05%+1713F-HRTimeline
WORLD EQUITY GROUP, INC.3,164$586K0.13%+1,58213F-HRTimeline
Crestwood Advisors Group, LLC3,161$585K0.01%+67113F-HRTimeline
Beacon Financial Strategies CORP3,159$585K0.39%-1113F-HRTimeline
Bordeaux Wealth Advisors LLC3,142$582K0.09%013F-HR/ATimeline
DAVENPORT & Co LLC3,136$581K<0.01%+1313F-HRTimeline
TrueWealth Advisors, LLC3,131$580K0.19%-1813F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,126$579K0.49%+90013F-HRTimeline
FIDELITY D & D BANCORP INC3,113$576K0.38%013F-HR/ATimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,110$576K0.14%-18113F-HRTimelineGroup
Catalina Capital Group, LLC3,110$576K0.19%-19713F-HRTimeline
Glassman Wealth Services3,109$576K0.1%013F-HRTimeline
EVERPAR ADVISORS LLC3,071$569K0.29%new13F-HRTimeline
Axis Wealth Partners, LLC3,065$567K0.48%13F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP3,050$565K0.02%new13F-HRTimelineGroup
Wescott Financial Advisory Group, LLC3,050$565K0.06%+513F-HRTimeline
Skyline Advisors, Inc.3,047$564K0.22%+713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,046$564K0.04%+8213F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,043$563K0.36%013F-HRTimeline
SIMPLEX TRADING, LLC3,040$562K0.02%new13F-HRTimeline
Quadrant Private Wealth Management, LLC3,035$562K0.14%013F-HRTimeline
New Republic Capital, LLC3,034$562K0.37%-8,42513F-HRTimeline
Modern Wealth Management, LLC3,023$560K0.02%+613F-HR/ATimeline
NCM Capital Management, LLC3,016$558K0.25%+113F-HRTimeline
Ellis Investment Partners, LLC3,007$557K0.11%-18113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC3,003$556K0.17%-10813F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC3,000$555K0.18%013F-HRTimeline
Institute for Wealth Management, LLC.2,999$555K0.07%-1613F-HRTimeline
Oxler Private Wealth LLC2,992$554K0.18%+1213F-HRTimeline
Sovran Advisors, LLC2,956$552K0.08%13F-HRTimeline
FARMERS TRUST CO2,970$550K0.1%013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,967$549K0.15%013F-HRTimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT LLC2,967$549K0.11%013F-HRTimeline
AAF Wealth Management, LLC2,966$549K0.28%+413F-HR/ATimeline
IAMS WEALTH MANAGEMENT, LLC2,956$547K0.25%-58413F-HRTimeline
WealthBridge Capital Management, LLC2,947$546K0.15%+51813F-HRTimeline
CAPITAL CITY TRUST CO/FL2,942$545K0.14%-21313F-HRTimeline
Performance Wealth Partners, LLC2,938$544K0.02%013F-HRTimeline
Edgemoor Investment Advisors, Inc.2,906$538K0.05%013F-HRTimeline
Meridian Wealth Advisors, LLC2,898$537K0.09%013F-HRTimeline
Berkeley Capital Partners, LLC2,886$534K0.15%+513F-HRTimeline
SIMA Wealth Partners, LLC2,880$533K0.45%-4,20213F-HRTimeline
PrairieView Partners, LLC2,884$533K0.06%013F-HRTimeline
SPINNAKER TRUST2,879$533K0.03%013F-HRTimeline
Lakeridge Wealth Management LLC2,876$532K0.28%+213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,864$530K0.01%+1113F-HRTimelineGroup
Cascade Financial Partners, LLC2,848$527K0.07%013F-HRTimeline
Sovereign Financial Group, Inc.2,845$527K0.12%013F-HRTimeline
Dechtman Wealth Management, LLC2,845$527K0.1%+1513F-HRTimeline
Oliver Luxxe Assets LLC2,774$526K0.1%013F-HR/ATimeline
WealthPLAN Partners, LLC2,842$526K0.07%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,827$523K0.02%+4313F-HRTimelineGroup
Main Street Financial Solutions, LLC2,820$522K0.05%-80013F-HRTimeline
Plancorp, LLC2,818$522K0.02%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,808$520K0.11%+2,56813F-HRTimelineGroup
Obermeyer Wealth Partners2,806$519K0.03%-26013F-HRTimeline
Burton Enright Welch2,801$519K0.11%+49513F-HRTimeline
Sand Hill Global Advisors, LLC2,795$517K0.02%013F-HRTimeline
Jaffetilchin Investment Partners, LLC2,786$516K0.04%+42313F-HRTimeline
Manhattan West Asset Management, LLC2,785$516K0.14%013F-HRTimeline
Genesis Wealth Advisors, LLC2,769$513K0.45%13F-HRTimeline
Mirador Capital Partners LP2,760$511K0.09%+1513F-HRTimeline
Towercrest Capital Management2,753$510K0.08%-34013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,736$507K0.07%+213F-HRTimeline
AIRE ADVISORS, LLC2,721$504K0.1%+213F-HRTimeline
49 WEALTH MANAGEMENT, LLC2,721$504K0.07%new13F-HRTimeline
Northwest Financial Advisors2,718$503K0.42%+2,41713F-HRTimeline
Good Life Advisors, LLC2,713$502K0.04%-3,03913F-HRTimeline
Heritage Financial Services, LLC2,692$498K0.07%+38613F-HRTimeline
Atala Financial Inc2,677$496K0.35%13F-HRTimeline
YHB Investment Advisors, Inc.2,674$495K0.04%+20313F-HRTimeline
Elyxium Wealth, LLC2,665$493K0.3%013F-HRTimeline
Klingman & Associates, LLC2,647$490K0.03%+43913F-HRTimeline
BIP Wealth, LLC2,643$489K0.03%+1,18713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,639$489K0.18%+813F-HRTimeline
SC&H Financial Advisors, Inc.2,625$486K0.1%+613F-HRTimeline
Chicago Wealth Management, Inc.2,621$485K0.25%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,618$485K0.03%-74613F-HRTimelineGroup
ORRSTOWN FINANCIAL SERVICES INC2,617$484K0.13%-2913F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,617$484K0.01%-65013F-HRTimeline
TigerOak Management, L.L.C.2,617$484K0.18%13F-HRTimeline
Runnymede Capital Advisors, Inc.2,611$483K0.42%13F-HRTimeline
Talisman Wealth Advisors LLC2,602$482K0.51%+12513F-HRTimeline
BROGAN FINANCIAL, INC.2,602$482K0.24%+1413F-HRTimeline
Front Row Advisors LLC2,595$480K0.17%013F-HRTimeline
Stanley-Laman Group, Ltd.2,586$479K0.07%-1,20913F-HRTimeline
Bremer Bank National Association2,576$477K0.09%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,566$475K0.04%+32713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,559$474K<0.01%-34,35813F-HRTimelineGroup
Fusion Capital, LLC2,540$470K0.19%+413F-HRTimeline
WOLVERINE TRADING, LLC2,545$470K0.01%new13F-HRTimeline
Insight Advisors, LLC/ PA2,533$468K0.08%+713F-HRTimeline
Cypress Capital, LLC2,520$467K0.13%013F-HRTimeline
LM Advisors LLC2,515$466K0.08%013F-HR/ATimeline
Biltmore Family Office, LLC2,512$465K0.08%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,500$463K0.11%013F-HRTimeline
JSF Financial, LLC2,499$463K0.12%-11013F-HRTimeline
Strategic Financial Concepts, LLC2,463$456K0.09%+19413F-HR/ATimeline
Belpointe Asset Management LLC2,414$455K0.03%-5313F-HRTimeline
Galvin, Gaustad & Stein, LLC2,453$454K0.04%013F-HRTimeline
Woodward Financial Advisors, Inc.2,450$454K0.22%013F-HRTimeline
Alpha Cubed Investments, LLC2,442$452K0.02%-413F-HRTimeline
Orgel Wealth Management, LLC2,440$452K0.01%+2013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,438$451K0.06%+24013F-HRTimeline
Quantum Private Wealth, LLC2,436$451K0.14%013F-HRTimeline
Red Door Wealth Management, LLC2,430$450K0.07%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,428$449K0.02%013F-HRTimeline
FineMark National Bank & Trust2,426$449K0.02%+3813F-HRTimeline
Americana Partners, LLC2,413$447K0.02%new13F-HRTimeline
Gallacher Capital Management LLC2,413$447K0.22%013F-HRTimeline
LRI Investments, LLC2,405$445K0.04%-5,24213F-HRTimeline
Bravias Capital Group, LLC2,291$443K0.36%13F-HRTimeline
Soltis Investment Advisors LLC2,380$441K0.04%+6913F-HRTimeline
PBMares Wealth Management LLC2,378$440K0.09%+5513F-HRTimeline
Curran Financial Partners, LLC2,377$440K0.12%+16213F-HRTimeline
SACHEM HILL LLC2,363$437K0.09%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,360$437K0.08%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,359$437K0.07%-22513F-HRTimeline
Old Mission Investment Co LLC2,356$436K0.13%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,355$436K0.01%+5013F-HRTimeline
Riverpoint Wealth Management Holdings, …2,353$436K0.11%013F-HRTimeline
Truepoint, Inc.2,346$434K0.01%-28013F-HRTimeline
Impact Capital Partners LLC2,346$434K0.15%13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,338$433K0.01%-3613F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC2,334$432K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FORTE CAPITAL LLC /ADV2,332$432K0.05%-31013F-HRTimeline
Heartwood Wealth Advisors LLC2,326$431K0.05%013F-HRTimeline
HT Partners LLC2,322$430K0.15%013F-HRTimeline
TrinityPoint Wealth, LLC2,315$429K0.06%+80913F-HRTimeline
Montis Financial, LLC2,311$428K0.13%-1213F-HRTimeline
Wealthspire Retirement, LLC2,303$426K0.03%013F-HRTimeline
Sage Mountain Advisors LLC2,303$426K0.03%-1013F-HRTimeline
Golden State Wealth Management, LLC2,296$425K0.06%13F-HRTimeline
One Day In July LLC2,289$424K0.04%+66113F-HRTimeline
McCarthy & Cox2,288$424K0.15%+213F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC2,268$420K0.04%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,262$419K0.12%013F-HRTimeline
Global Trust Asset Management, LLC2,257$418K0.16%+6613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,231$413K0.09%+213F-HRTimeline
Clear Creek Financial Management, LLC2,227$412K0.04%new13F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…2,225$412K0.02%-10013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,221$411K0.02%013F-HRTimeline
First Citizens Asset Management, Inc.2,214$410K0.15%+2613F-HR/ATimeline
Platform Technology Partners2,211$409K0.12%+113F-HRTimeline
Clarity Financial LLC2,209$409K0.05%013F-HRTimeline
Tortoise Investment Management, LLC2,197$407K0.04%-13613F-HR/ATimeline
TRANSCEND CAPITAL ADVISORS, LLC2,188$405K0.03%-98613F-HRTimeline
Rockwood Wealth Management, LLC2,191$405K0.04%+113F-HRTimeline
TRUST CO OF VERMONT2,185$405K0.02%+1313F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,184$404K0.37%13F-HRTimeline
Jentner Corp2,184$404K0.12%013F-HRTimeline
Simplicity Wealth,LLC2,184$404K0.08%-15,27313F-HRTimeline
COZAD ASSET MANAGEMENT INC2,178$403K0.04%+26813F-HRTimeline
Pasadena Private Wealth, LLC2,177$403K0.08%013F-HRTimeline
Trilogy Capital Inc.2,176$403K0.02%new13F-HRTimeline
Centerpoint Advisors, LLC2,170$402K0.14%-66113F-HRTimeline
Hollow Brook Wealth Management LLC2,170$402K0.12%013F-HRTimeline
Strategic Financial Partners, Ltd.2,162$400K0.2%013F-HRTimeline
POWER WEALTH MANAGEMENT LLC2,161$400K0.17%013F-HRTimeline
Capital Wealth Planning, LLC2,150$398K<0.01%new13F-HRTimeline
Carnegie Investment Counsel2,146$397K0.01%-4313F-HRTimeline
Gibson Capital, LLC2,146$397K0.08%013F-HRTimeline
Cornerstone Wealth Group, LLC2,144$397K0.03%-2113F-HRTimeline
McNamara Financial Services, Inc.2,144$397K0.09%-28013F-HRTimeline
Philip James Wealth Mangement, LLC2,136$395K0.05%+1113F-HRTimeline
GW&K Investment Management, LLC2,136$395K<0.01%-6913F-HRTimeline
Delta Financial Group, Inc.2,133$395K0.09%new13F-HRTimeline
Tyler-Stone Wealth Management2,130$394K0.07%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,128$394K0.03%013F-HRTimeline
Operose Advisors LLC2,124$393K0.13%-613F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC2,123$393K0.1%+4613F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC2,122$393K0.08%13F-HRTimeline
Rice Partnership, LLC2,120$392K0.07%013F-HRTimeline
St. Clair Advisors, LLC2,117$392K0.11%new13F-HRTimeline
First Nebraska Trust Co2,112$391K0.04%+3513F-HRTimeline
Oder Investment Management, LLC2,109$391K0.33%013F-HRTimeline
Advisory Alpha, LLC2,097$388K0.01%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,095$388K0.13%+713F-HRTimeline
Lee, Kelleher & Klein Wealth Management2,081$385K0.27%13F-HRTimeline
WILLNER & HELLER, LLC2,074$384K0.34%-3613F-HRTimeline
MSH Capital Advisors LLC2,068$383K0.12%+1013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2,064$382K0.14%013F-HRTimeline