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Disclosery

IWD ISHARES TR

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ETF (fund)

1,702 managers (1,724 13F filers) reported a position in IWD shares at 2025-03-31, 269,209,929 shares in all. 105 filers opened a position and 109 filers sold out during the quarter.

Managers
1,702
13F filers
1,724
New
105
Added
527
Reduced
651
Sold out
109
Shares held by filers
269,209,929

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Canvas Wealth Advisors, LLC3,285$582K0.15%new13F-HRTimeline
Axis Wealth Partners, LLC3,079$579K0.43%+1413F-HRTimeline
Skyline Advisors, Inc.3,059$576K0.23%+1213F-HRTimeline
Modern Wealth Management, LLC3,055$575K0.02%+3213F-HR/ATimeline
Wescott Financial Advisory Group, LLC3,054$575K0.06%+413F-HRTimeline
Leo Wealth, LLC3,043$573K0.08%-12813F-HRTimeline
Quadrant Private Wealth Management, LLC3,035$571K0.14%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,029$570K0.13%-8113F-HRTimelineGroup
Sigma Planning Corp3,013$567K0.02%-29413F-HRTimeline
New Republic Capital, LLC3,002$565K0.24%-3213F-HRTimeline
Oxler Private Wealth LLC3,001$565K0.2%+913F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC3,000$564K0.18%013F-HRTimeline
Independent Advisor Alliance2,997$564K0.02%-15,87013F-HRTimeline
Lunt Capital Management, Inc.2,994$563K0.2%-32013F-HRTimeline
Institute for Wealth Management, LLC.2,990$563K0.07%-913F-HRTimeline
FARMERS TRUST CO2,970$559K0.11%013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,967$558K0.16%013F-HRTimelineGroup
Obermeyer Wealth Partners2,966$558K0.03%+16013F-HRTimeline
NCM Capital Management, LLC2,964$558K0.25%-5213F-HRTimeline
Main Street Financial Solutions, LLC2,937$553K0.05%+11713F-HRTimeline
Revisor Wealth Management LLC2,937$553K0.25%new13F-HRTimeline
Meridian Wealth Advisors, LLC2,898$545K0.09%013F-HRTimeline
CSS LLC/IL2,890$544K0.04%new13F-HRTimeline
Berkeley Capital Partners, LLC2,886$543K0.15%013F-HRTimeline
SIMA Wealth Partners, LLC2,880$542K0.45%013F-HRTimeline
SPINNAKER TRUST2,879$542K0.04%013F-HRTimeline
AAF Wealth Management, LLC2,857$537K0.29%-10913F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,043$537K0.33%013F-HRTimeline
Plancorp, LLC2,843$535K0.02%+2513F-HRTimeline
WealthPLAN Partners, LLC2,842$535K0.08%013F-HRTimeline
Pandora Wealth, Inc.2,831$533K0.35%13F-HRTimeline
Zhang Financial LLC2,813$529K0.03%+82313F-HRTimeline
Lakeridge Wealth Management LLC2,807$528K0.26%-6913F-HRTimeline
Burton Enright Welch2,801$527K0.11%013F-HRTimeline
Virtue Capital Management, LLC2,801$527K0.06%-1,30313F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC2,787$524K0.11%-18013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management2,773$522K0.08%13F-HRTimelineGroup
Mirador Capital Partners LP2,771$521K0.09%+1113F-HRTimeline
Orgel Wealth Management, LLC2,770$521K0.01%+33013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,768$521K0.17%-23513F-HRTimeline
PrairieView Partners, LLC2,759$519K0.05%-12513F-HRTimeline
Talisman Wealth Advisors LLC2,745$517K0.53%+14313F-HRTimeline
Sand Hill Global Advisors, LLC2,743$516K0.02%-5213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,737$515K0.07%+113F-HRTimeline
Texas Capital Bank Wealth Management Se…2,735$515K0.05%-2,55913F-HRTimeline
Sovereign Financial Group, Inc.2,729$513K0.12%-11613F-HRTimeline
AIRE ADVISORS, LLC2,722$512K0.11%+113F-HRTimeline
Coastal Bridge Advisors, LLC2,719$512K0.05%+1,50713F-HR/ATimeline
Genesis Wealth Advisors, LLC2,713$510K0.41%-5613F-HRTimeline
PUREfi Wealth, LLC2,705$509K0.51%+85913F-HRTimeline
Runnymede Capital Advisors, Inc.2,697$507K0.49%+8613F-HRTimeline
Sovran Advisors, LLC2,871$506K0.07%-8513F-HRTimeline
EAGLE CAPITAL MANAGEMENT LLC2,690$506K<0.01%-131,41813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,690$506K0.11%-11813F-HRTimelineGroup
Truepoint, Inc.2,674$503K0.01%+32813F-HRTimeline
Elyxium Wealth, LLC2,665$501K0.22%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,646$498K0.19%+713F-HRTimeline
Northwest Financial Advisors2,635$496K0.41%-8313F-HRTimeline
GWN SECURITIES INC.2,641$496K0.03%new13F-HRTimeline
SC&H Financial Advisors, Inc.2,630$495K0.1%+513F-HRTimeline
Evolution Wealth Advisors, LLC2,627$494K0.08%new13F-HRTimeline
Klingman & Associates, LLC2,621$493K0.03%-2613F-HRTimeline
Chicago Wealth Management, Inc.2,621$493K0.26%013F-HRTimeline
TigerOak Management, L.L.C.2,617$492K0.19%013F-HRTimeline
BROGAN FINANCIAL, INC.2,613$492K0.24%+1113F-HRTimeline
Front Row Advisors LLC2,595$488K0.19%013F-HRTimeline
Stanley-Laman Group, Ltd.2,592$488K0.08%+613F-HRTimeline
Heritage Financial Services, LLC2,585$486K0.05%-10713F-HRTimeline
Bremer Bank National Association2,576$485K0.09%013F-HRTimeline
Fusion Capital, LLC2,575$484K0.18%+3513F-HRTimeline
Ellis Investment Partners, LLC2,561$482K0.1%-44613F-HRTimeline
Austin Asset Management Co Inc2,556$481K0.1%+49813F-HRTimeline
YHB Investment Advisors, Inc.2,547$479K0.04%-12713F-HRTimeline
Cypress Capital, LLC2,520$474K0.14%013F-HRTimeline
Onyx Bridge Wealth Group LLC2,516$473K0.07%new13F-HRTimeline
Biltmore Family Office, LLC2,512$473K0.08%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,507$472K0.03%-11113F-HRTimelineGroup
Edgemoor Investment Advisors, Inc.2,506$472K0.04%-40013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,500$470K0.12%013F-HRTimeline
JSF Financial, LLC2,500$470K0.12%+113F-HRTimeline
Performance Wealth Partners, LLC2,491$469K0.02%-44713F-HRTimeline
Insight Advisors, LLC/ PA2,485$468K0.08%-4813F-HRTimeline
FORTE CAPITAL LLC /ADV2,478$466K0.06%+14613F-HRTimeline
Strategic Financial Concepts, LLC2,465$464K0.09%+213F-HRTimeline
BIP Wealth, LLC2,462$463K0.03%-18113F-HRTimeline
Galvin, Gaustad & Stein, LLC2,453$462K0.04%013F-HRTimeline
Woodward Financial Advisors, Inc.2,450$461K0.22%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,443$460K0.06%+513F-HRTimeline
WealthBridge Capital Management, LLC2,432$458K0.13%-51513F-HRTimeline
Gallacher Capital Management LLC2,413$454K0.22%013F-HRTimeline
Curran Financial Partners, LLC2,406$453K0.11%+2913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,403$452K0.02%+6913F-HRTimeline
CAPITAL CITY TRUST CO/FL2,385$449K0.12%-55713F-HRTimeline
PBMares Wealth Management LLC2,378$447K0.09%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,374$447K<0.01%+1,00813F-HRTimelineGroup
McNamara Financial Services, Inc.2,368$446K0.1%+22413F-HRTimeline
SACHEM HILL LLC2,363$445K0.09%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,360$444K0.09%013F-HRTimeline
Towercrest Capital Management2,348$442K0.08%-40513F-HRTimeline
TRUST CO OF VERMONT2,342$441K0.02%+15713F-HRTimeline
Riverpoint Wealth Management Holdings, …2,340$440K0.11%-1313F-HRTimeline
Red Door Wealth Management, LLC2,337$440K0.07%-9313F-HRTimeline
Archer Investment Corp2,336$440K0.11%-1,18713F-HRTimeline
One Day In July LLC2,333$439K0.04%+4413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,328$438K0.02%-10013F-HRTimeline
Atala Financial Inc2,324$437K0.32%-35313F-HRTimeline
HT Partners LLC2,322$437K0.15%013F-HRTimeline
Savvy Advisors, Inc.2,322$437K0.04%+1,15713F-HRTimeline
ORG Partners LLC2,323$437K0.11%+1,05013F-HRTimeline
Algorithmic Investment Models, LLC2,319$436K0.32%+81313F-HRTimeline
Heartwood Wealth Advisors LLC2,317$436K0.05%-913F-HRTimeline
Wealthspire Retirement, LLC2,314$435K0.03%+1113F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,299$433K0.01%-3913F-HRTimelineGroup
Pasadena Private Wealth, LLC2,295$432K0.08%+11813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,290$431K0.07%-6913F-HRTimeline
Operose Advisors LLC2,289$431K0.14%+16513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,288$431K0.04%-27813F-HRTimelineGroup
ORRSTOWN FINANCIAL SERVICES INC2,288$431K0.1%-32913F-HRTimeline
Accretive Wealth Partners, LLC2,351$430K0.15%new13F-HRTimeline
FineMark National Bank & Trust2,269$427K0.02%-15713F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC2,268$427K0.04%013F-HRTimeline
McClarren Financial Advisors, Inc.1,995$426K0.28%new13F-HRTimeline
CWA Asset Management Group, LLC2,263$426K0.02%-1,16213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,262$426K0.12%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC2,256$424K0.09%+1,03013F-HRTimeline
Werba Rubin Papier Wealth Management2,243$422K0.09%+1,02513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,233$420K0.09%+213F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…2,225$419K0.02%013F-HRTimeline
Wise Wealth Partners2,223$418K1%+37813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,221$418K0.02%013F-HRTimeline
Clear Creek Financial Management, LLC2,217$417K0.04%-1013F-HRTimeline
Platform Technology Partners2,213$416K0.12%+213F-HRTimeline
Clarity Financial LLC2,209$416K0.05%013F-HRTimeline
Fortis Capital Advisors, LLC2,204$415K0.08%new13F-HRTimeline
First Citizens Asset Management, Inc.2,204$415K0.16%-1013F-HR/ATimeline
Tortoise Investment Management, LLC2,197$413K0.04%013F-HR/ATimeline
Old Mission Investment Co LLC2,191$412K0.12%-16513F-HRTimeline
Rockwood Wealth Management, LLC2,191$412K0.04%013F-HRTimeline
Oder Investment Management, LLC2,188$412K0.35%+7913F-HRTimeline
Bravias Capital Group, LLC2,187$412K0.33%-10413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.2,186$411K0.22%+97313F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,177$410K0.18%-1,23613F-HRTimeline
GenTrust, LLC2,175$409K0.02%new13F-HRTimeline
Hollow Brook Wealth Management LLC2,170$408K0.12%013F-HRTimeline
Centerpoint Advisors, LLC2,170$408K0.15%013F-HRTimeline
Oliver Luxxe Assets LLC2,165$407K0.08%-60913F-HRTimeline
Global Assets Advisory, LLC2,289$407K0.08%new13F-HRTimeline
Strategic Financial Partners, Ltd.2,162$407K0.21%013F-HRTimeline
Jentner Corp2,158$406K0.12%-2613F-HRTimeline
Bison Wealth, LLC2,222$405K0.04%new13F-HRTimeline
Gibson Capital, LLC2,146$404K0.09%013F-HR/ATimeline
Cornerstone Wealth Group, LLC2,144$403K0.03%013F-HRTimeline
Global Trust Asset Management, LLC2,137$402K0.25%-12013F-HRTimeline
Delta Financial Group, Inc.2,117$402K0.09%-1613F-HRTimeline
POWER WEALTH MANAGEMENT LLC2,131$401K0.16%-3013F-HRTimeline
Tyler-Stone Wealth Management2,130$401K0.07%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,128$400K0.04%013F-HRTimeline
First Nebraska Trust Co2,112$397K0.04%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …2,103$396K0.08%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,101$395K0.13%+613F-HRTimeline
AssuredPartners Investment Advisors, LLC2,101$395K0.08%-2113F-HRTimeline
Advisory Alpha, LLC2,100$395K0.01%+313F-HR/ATimeline
Fisher Asset Management, LLC2,094$394K<0.01%-2,08513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,093$394K0.03%-9513F-HRTimeline
McCarthy & Cox2,089$393K0.17%-19913F-HRTimeline
WILLNER & HELLER, LLC2,083$392K0.36%+913F-HRTimeline
Smartleaf Asset Management LLC2,103$392K0.04%+1,08013F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY2,082$392K0.01%-3,19813F-HRTimeline
Lee, Kelleher & Klein Wealth Management2,081$392K0.29%013F-HRTimeline
Talon Private Wealth, LLC2,018$389K0.05%new13F-HRTimeline
Financial Life Planners2,063$388K0.38%+14113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,058$387K<0.01%+3213F-HRTimelineGroup
DGS Capital Management, LLCin group DGS Capital Management, LLC2,046$385K0.1%-7713F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC2,040$384K0.04%-1,47813F-HRTimelineGroup
Greenspring Advisors, LLC2,040$384K0.09%013F-HRTimeline
Canal Capital Management, LLC2,034$383K0.06%+813F-HRTimeline
Triangle Securities Wealth Management2,031$382K0.1%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Elequin Capital, LP2,028$382K0.07%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,054$380K0.03%013F-HRTimeline
OBSIDIAN CIO, LLC2,017$380K0.06%+23713F-HRTimeline
MCF Advisors LLC2,015$379K0.03%013F-HRTimeline
Members Trust Co2,011$378K0.01%013F-HRTimeline
Matisse Capital2,009$378K0.2%+113F-HRTimeline
Wells Trecaso Financial Group, LLC1,971$371K0.12%013F-HRTimeline
Gray Private Wealth, LLC1,970$371K0.22%013F-HRTimeline
Park Edge Advisors, LLC1,969$370K0.1%-10,84213F-HRTimeline
Hamilton Point Investment Advisors, LLC1,965$370K0.07%013F-HRTimeline
COZAD ASSET MANAGEMENT INC1,961$369K0.04%-21713F-HRTimeline
Y-Intercept (Hong Kong) Ltd1,958$368K0.02%+37713F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,956$368K0.02%-7013F-HRTimeline
Mascagni Wealth Management, Inc.1,955$368K0.37%013F-HR/ATimeline
Campion Asset Management1,943$366K0.28%-5013F-HRTimeline
Armstrong, Fleming & Moore, Inc1,940$365K0.44%new13F-HRTimeline
ROCKLAND TRUST CO1,940$365K0.02%013F-HRTimeline
MSH Capital Advisors LLC1,937$364K0.11%-13113F-HRTimeline
Cassia Capital Partners, LLC1,936$364K0.23%013F-HRTimeline
Carnegie Investment Counsel2,146$363K0.01%013F-HRTimeline
NovaPoint Capital, LLC1,928$363K0.11%013F-HRTimeline
MCDONALD PARTNERS LLC1,915$360K0.09%013F-HRTimeline
Safeguard Financial, LLC1,915$360K0.08%-713F-HRTimeline