IWD ISHARES TR

ETF (fund)

1,719 managers (1,742 13F filers) reported a position in IWD shares at 2025-06-30, 258,182,053 shares in all. 111 filers opened a position and 89 filers sold out during the quarter.

Managers: 1,719
13F filers: 1,742
New: 111
Added: 587
Reduced: 579
Sold out: 89
Shares held by filers: 258,182,053

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
JSF Financial, LLC	3,102	$602K	0.14%	+602	13F-HR Timeline
Coppell Advisory Solutions LLC	3,102	$600K	0.07%	new	13F-HR/A Timeline
Independent Advisor Alliance	3,085	$599K	0.02%	+88	13F-HR Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	3,078	$598K	0.1%	+1,350	13F-HR Timeline
Skyline Advisors, Inc.	3,069	$596K	0.22%	+10	13F-HR Timeline
WRAPMANAGER INC	3,063	$595K	0.14%	-98	13F-HR Timeline
Wescott Financial Advisory Group, LLC	3,059	$594K	0.06%	+5	13F-HR Timeline
TRUST CO OF VERMONT	3,044	$591K	0.03%	+702	13F-HR Timeline
TFB Advisors LLC	3,043	$591K	0.15%	-57	13F-HR Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	3,043	$591K	0.27%	0	13F-HR Timeline
MASECO LLP	3,028	$588K	0.02%		13F-HR Timeline
ORG Partners LLC	2,985	$585K	0.12%	+662	13F-HR Timeline
Darwin Wealth Management, LLC	3,011	$585K	0.2%	-918	13F-HR Timeline
Fisher Asset Management, LLC	3,004	$584K	<0.01%	+910	13F-HR Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …	2,996	$582K	0.13%	-33	13F-HR Timeline Group
Lunt Capital Management, Inc.	2,994	$582K	0.22%	0	13F-HR Timeline
Washington Trust Advisors, Inc.	2,993	$581K	0.05%	-1,228	13F-HR Timeline
Orgel Wealth Management, LLC	2,977	$578K	0.01%	+207	13F-HR Timeline
Northwest Financial Advisors	2,975	$578K	0.81%	+340	13F-HR Timeline
Axis Wealth Partners, LLC	2,971	$577K	0.38%	-108	13F-HR Timeline
FARMERS TRUST CO	2,970	$577K	0.11%	0	13F-HR Timeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP	2,967	$576K	0.15%	0	13F-HR Timeline Group
Obermeyer Wealth Partners	2,966	$576K	0.03%	0	13F-HR Timeline
LM Advisors LLC	2,941	$571K	0.07%	-300	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	2,935	$570K	0.15%	+673	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	2,935	$570K	0.03%	-12,083	13F-HR Timeline Group
Leo Wealth, LLC	2,930	$569K	0.04%	-113	13F-HR Timeline
Compound Planning, Inc.	2,920	$567K	0.02%	-1,735	13F-HR Timeline
CONFLUENCE INVESTMENT MANAGEMENT LLC	2,903	$564K	0.01%	-1,252	13F-HR Timeline
Berkeley Capital Partners, LLC	2,902	$564K	0.14%	+16	13F-HR Timeline
Joel Adams & Associates, Inc.	2,900	$563K	0.5%	+1,399	13F-HR Timeline
Quadrant Private Wealth Management, LLC	2,899	$563K	0.12%	-136	13F-HR Timeline
GGM Financial LLC	2,886	$561K	0.33%	new	13F-HR/A Timeline
SPINNAKER TRUST	2,879	$559K	0.03%	0	13F-HR Timeline
Oxler Private Wealth LLC	2,879	$559K	0.18%	-122	13F-HR Timeline
Meridian Wealth Advisors, LLC	2,878	$559K	0.09%	-20	13F-HR Timeline
Bristlecone Advisors, LLC	2,865	$556K	0.05%	-628	13F-HR Timeline
NCM Capital Management, LLC	2,864	$556K	0.23%	-100	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	2,851	$554K	0.02%	+1,095	13F-HR Timeline Group
WealthPLAN Partners, LLC	2,842	$552K	0.09%	0	13F-HR Timeline
Pandora Wealth, Inc.	2,831	$550K	0.34%	0	13F-HR Timeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management	2,823	$548K	0.08%	+50	13F-HR Timeline Group
Plancorp, LLC	2,818	$547K	0.02%	-25	13F-HR Timeline
Sand Hill Global Advisors, LLC	2,816	$547K	0.02%	+73	13F-HR Timeline
Burton Enright Welch	2,801	$544K	0.09%	0	13F-HR Timeline
Mirador Capital Partners LP	2,784	$541K	0.09%	+13	13F-HR Timeline
Zhang Financial LLC	2,776	$539K	0.02%	-37	13F-HR Timeline
PrairieView Partners, LLC	2,759	$535K	0.05%	0	13F-HR Timeline
BUCKHEAD CAPITAL MANAGEMENT LLC	2,750	$534K	0.21%	-250	13F-HR Timeline
CAHILL FINANCIAL ADVISORS INC	2,739	$532K	0.07%	+2	13F-HR Timeline
Wealthspire Retirement, LLC	2,736	$531K	0.04%	+422	13F-HR Timeline
Institute for Wealth Management, LLC.	2,735	$531K	0.06%	-255	13F-HR Timeline
Texas Capital Bank Wealth Management Se…	2,731	$530K	0.05%	-4	13F-HR Timeline
AIRE ADVISORS, LLC	2,724	$529K	0.1%	+2	13F-HR Timeline
ATTICUS WEALTH MANAGEMENT, LLC	2,718	$528K	0.14%	-50	13F-HR Timeline
Genesis Wealth Advisors, LLC	2,713	$527K	0.4%	0	13F-HR Timeline
PUREfi Wealth, LLC	2,705	$525K	0.42%	0	13F-HR Timeline
Runnymede Capital Advisors, Inc.	2,697	$524K	0.48%	0	13F-HR Timeline
Front Row Advisors LLC	2,695	$523K	0.18%	+100	13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	2,690	$522K	0.1%	0	13F-HR Timeline Group
RFG Advisory, LLC	2,687	$522K	0.01%	-1,451	13F-HR Timeline
Hamilton Capital, LLC	2,670	$519K	0.03%	-1,109	13F-HR Timeline
Elyxium Wealth, LLC	2,665	$518K	0.19%	0	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	2,653	$515K	0.19%	+7	13F-HR Timeline
WealthBridge Capital Management, LLC	2,646	$514K	0.13%	+214	13F-HR Timeline
Central Pacific Bank - Trust Division	2,642	$513K	0.07%	-1,781	13F-HR Timeline
SC&H Financial Advisors, Inc.	2,635	$512K	0.09%	+5	13F-HR Timeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC	2,634	$512K	0.23%	+1,307	13F-HR Timeline Group
BROGAN FINANCIAL, INC.	2,624	$510K	0.23%	+11	13F-HR Timeline
Chicago Wealth Management, Inc.	2,621	$509K	0.24%	0	13F-HR Timeline
Klingman & Associates, LLC	2,621	$509K	0.03%	0	13F-HR Timeline
Sovereign Financial Group, Inc.	2,621	$509K	0.1%	-108	13F-HR Timeline
TigerOak Management, L.L.C.	2,617	$508K	0.17%	0	13F-HR Timeline
YHB Investment Advisors, Inc.	2,610	$507K	0.04%	+63	13F-HR Timeline
Stanley-Laman Group, Ltd.	2,596	$504K	0.07%	+4	13F-HR Timeline
Operose Advisors LLC	2,575	$500K	0.14%	+286	13F-HR Timeline
Biltmore Family Office, LLC	2,573	$500K	0.08%	+61	13F-HR Timeline
Providence Capital Advisors, LLC	2,569	$499K	0.09%	new	13F-HR Timeline
Soltis Investment Advisors LLC	2,540	$493K	0.04%	-610	13F-HR Timeline
ORRSTOWN FINANCIAL SERVICES INC	2,535	$492K	0.1%	+247	13F-HR Timeline
Cypress Capital, LLC	2,520	$489K	0.14%	0	13F-HR Timeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…	2,517	$489K	0.1%	+17	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	2,506	$487K	0.04%	0	13F-HR Timeline
Balentine LLC	2,498	$485K	0.02%	+1,135	13F-HR Timeline
Talisman Wealth Advisors LLC	2,496	$485K	0.44%	-249	13F-HR Timeline
Insight Advisors, LLC/ PA	2,490	$484K	0.08%	+5	13F-HR Timeline
Onyx Bridge Wealth Group LLC	2,487	$483K	0.06%	-29	13F-HR Timeline
FORTE CAPITAL LLC /ADV	2,478	$481K	0.05%	0	13F-HR Timeline
Ellis Investment Partners, LLC	2,478	$481K	0.09%	-83	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	2,453	$476K	0.04%	0	13F-HR Timeline
Woodward Financial Advisors, Inc.	2,450	$476K	0.2%	0	13F-HR Timeline
Members Trust Co	2,424	$471K	0.02%	+413	13F-HR Timeline
Gallacher Capital Management LLC	2,413	$469K	0.22%	0	13F-HR Timeline
Rockwood Wealth Management, LLC	2,411	$468K	0.04%	+220	13F-HR Timeline
Austin Asset Management Co Inc	2,401	$466K	0.09%	-155	13F-HR Timeline
PBMares Wealth Management LLC	2,378	$462K	0.08%	0	13F-HR Timeline
Alexis Investment Partners, LLC	2,364	$459K	0.2%	-1,315	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	2,360	$458K	0.08%	0	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	2,347	$456K	0.05%	-96	13F-HR Timeline
Riverpoint Wealth Management Holdings, …	2,340	$454K	0.11%	0	13F-HR Timeline
Integrated Advisors Network LLC	2,337	$454K	0.02%	-4,257	13F-HR Timeline
Archer Investment Corp	2,337	$454K	0.11%	+1	13F-HR Timeline
Sterling Capital Management LLC	2,336	$454K	0.01%	+1,886	13F-HR/A Timeline
Fusion Capital, LLC	2,335	$454K	0.16%	-240	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	2,328	$452K	0.03%	0	13F-HR Timeline
McNamara Financial Services, Inc.	2,325	$452K	0.09%	-43	13F-HR Timeline
Atala Financial Inc	2,324	$451K	0.31%	0	13F-HR Timeline
HT Partners LLC	2,322	$451K	0.14%	0	13F-HR Timeline
LongView Wealth Management	2,316	$450K	0.14%	+665	13F-HR Timeline
Root Financial Partners, LLC	2,311	$449K	0.04%	-1,392	13F-HR Timeline
Aufman Associates Inc	2,310	$449K	0.28%	new	13F-HR Timeline
Heritage Financial Services, LLC	2,306	$448K	0.04%	-279	13F-HR Timeline
Cornerstone Wealth Group, LLC	2,305	$448K	0.03%	+161	13F-HR Timeline
New Republic Capital, LLC	2,289	$445K	0.16%	-713	13F-HR Timeline
Edgestream Partners, L.P.	2,280	$443K	0.01%	+561	13F-HR Timeline
Platform Technology Partners	2,269	$441K	0.12%	+56	13F-HR Timeline
LAKE STREET PRIVATE WEALTH, LLC	2,268	$441K	0.06%	-22	13F-HR Timeline
PETREDIS INVESTMENT ADVISORS LLC	2,268	$441K	0.04%	0	13F-HR Timeline
One Day In July LLC	2,259	$439K	0.04%	-74	13F-HR Timeline
NWF Advisory Services Inc.	2,257	$438K	0.05%	+461	13F-HR Timeline
Heartwood Wealth Advisors LLC	2,253	$438K	0.05%	-64	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	2,252	$437K	0.01%	-151	13F-HR/A Timeline
ALLSTATE CORPin group ALLSTATE CORP	2,250	$437K	0.03%	new	13F-HR Timeline Group
Kesler, Norman & Wride, LLC	2,250	$437K	0.08%	new	13F-HR Timeline
Bison Wealth, LLC	2,222	$436K	0.03%	0	13F-HR Timeline
Fortis Capital Advisors, LLC	2,238	$435K	0.08%	+34	13F-HR Timeline
MARINO, STRAM & ASSOCIATES LLC	2,235	$434K	0.09%	+2	13F-HR Timeline
Towercrest Capital Management	2,235	$434K	0.08%	-113	13F-HR Timeline
FineMark National Bank & Trust	2,231	$433K	0.01%	-38	13F-HR Timeline
Strategic Family Wealth Counselors, L.L…	2,230	$433K	0.12%	+129	13F-HR Timeline
Old North State Trust, LLC	2,229	$433K	0.3%	new	13F-HR Timeline
First Citizens Asset Management, Inc.	2,229	$433K	0.15%	+25	13F-HR/A Timeline
Moors & Cabot, Inc.	2,227	$433K	0.02%	+521	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	2,221	$431K	0.02%	0	13F-HR Timeline
Empower Advisory Group, LLC	2,220	$431K	<0.01%	-1,127	13F-HR Timeline
Clear Creek Financial Management, LLC	2,217	$431K	0.04%	0	13F-HR Timeline
Truepoint, Inc.	2,215	$430K	0.01%	-459	13F-HR Timeline
Clarity Financial LLC	2,209	$429K	0.05%	0	13F-HR Timeline
Old Mission Investment Co LLC	2,209	$429K	0.12%	+18	13F-HR Timeline
Tortoise Investment Management, LLC	2,197	$427K	0.04%	0	13F-HR Timeline
Bravias Capital Group, LLC	2,189	$425K	0.31%	+2	13F-HR Timeline
Oder Investment Management, LLC	2,183	$424K	0.32%	-5	13F-HR Timeline
Pasadena Private Wealth, LLC	2,177	$423K	0.07%	-118	13F-HR Timeline
GenTrust, LLC	2,175	$422K	0.02%	0	13F-HR Timeline
Warren Street Wealth Advisors, LLC	2,174	$422K	0.14%	+952	13F-HR Timeline
Hollow Brook Wealth Management LLC	2,170	$421K	0.12%	0	13F-HR Timeline
Centerpoint Advisors, LLC	2,170	$421K	0.14%	0	13F-HR Timeline
WORLD EQUITY GROUP, INC.	2,167	$421K	0.11%	+487	13F-HR Timeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…	2,160	$420K	0.02%	-65	13F-HR Timeline
Strategic Financial Partners, Ltd.	2,162	$420K	0.19%	0	13F-HR Timeline
Accretive Wealth Partners, LLC	2,161	$420K	0.14%	-190	13F-HR Timeline
Jentner Corp	2,158	$419K	0.11%	0	13F-HR Timeline
Gibson Capital, LLC	2,146	$417K	0.08%	0	13F-HR Timeline
Carnegie Investment Counsel	2,146	$417K	0.01%	0	13F-HR Timeline
SENTINEL WEALTH MANAGEMENT, INC.	2,137	$415K	0.39%		13F-HR/A Timeline
POWER WEALTH MANAGEMENT LLC	2,131	$414K	0.16%	0	13F-HR Timeline
Tyler-Stone Wealth Management	2,130	$414K	0.07%	0	13F-HR Timeline
WEATHERLY ASSET MANAGEMENT L. P.	2,128	$413K	0.04%	0	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	2,117	$411K	0.1%	+275	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	2,115	$411K	0.03%	+61	13F-HR Timeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …	2,110	$410K	0.08%	+7	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	2,105	$409K	<0.01%	+47	13F-HR Timeline Group
Advisory Alpha, LLC	2,102	$408K	0.01%	+2	13F-HR Timeline
Evolution Wealth Advisors, LLC	2,098	$407K	0.06%	-529	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	2,094	$407K	0.04%	+986	13F-HR/A Timeline
WILLNER & HELLER, LLC	2,092	$406K	0.34%	+9	13F-HR Timeline
McCarthy & Cox	2,085	$405K	0.11%	-4	13F-HR Timeline
Rice Partnership, LLC	2,083	$405K	0.07%	+322	13F-HR Timeline
Lee, Kelleher & Klein Wealth Management	2,081	$404K	0.27%	0	13F-HR Timeline
First Nebraska Trust Co	2,077	$403K	0.04%	-35	13F-HR Timeline
Financial Life Planners	2,072	$402K	0.33%	+9	13F-HR Timeline
High Falls Advisors, Inc	2,064	$401K	0.09%	+537	13F-HR Timeline
Providence First Trust Co	2,057	$400K	0.14%	+323	13F-HR Timeline
Red Door Wealth Management, LLC	2,056	$399K	0.05%	-281	13F-HR Timeline
Canal Capital Management, LLC	2,042	$397K	0.06%	+8	13F-HR Timeline
Triangle Securities Wealth Management	2,031	$394K	0.1%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	2,025	$393K	0.04%	-263	13F-HR Timeline Group
CATHY PARETO & ASSOCIATES, INC	2,024	$393K	0.32%	+209	13F-HR Timeline
EXCHANGE TRADED CONCEPTS, LLC	2,015	$391K	0.01%	new	13F-HR Timeline
McClarren Financial Advisors, Inc.	2,013	$391K	0.25%	+18	13F-HR Timeline
Matisse Capital	2,010	$390K	0.18%	+1	13F-HR Timeline
BURLING WEALTH PARTNERS, LLC	2,001	$389K	0.07%	-255	13F-HR Timeline
Global Trust Asset Management, LLC	1,992	$387K	0.21%	-145	13F-HR Timeline
LVW Advisors, LLC	1,991	$387K	0.04%	+393	13F-HR Timeline
Hamilton Point Investment Advisors, LLC	1,973	$383K	0.06%	+8	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	1,973	$383K	0.01%	-326	13F-HR Timeline Group
Scientech Research LLC	1,973	$383K	0.09%	new	13F-HR Timeline
BCS Private Wealth Management, Inc.	1,972	$383K	0.14%		13F-HR Timeline
Gray Private Wealth, LLC	1,970	$383K	0.21%	0	13F-HR Timeline
Fiduciary Alliance LLC	1,965	$382K	0.03%	-1,349	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	1,968	$381K	0.16%	-209	13F-HR Timeline
COZAD ASSET MANAGEMENT INC	1,961	$381K	0.03%	0	13F-HR/A Timeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/	1,956	$380K	0.02%	0	13F-HR Timeline
Mascagni Wealth Management, Inc.	1,955	$380K	0.32%	0	13F-HR Timeline
MSH Capital Advisors LLC	1,945	$378K	0.11%	+8	13F-HR Timeline
Campion Asset Management	1,943	$377K	0.28%	0	13F-HR Timeline
Oliver Luxxe Assets LLC	1,942	$377K	0.07%	-223	13F-HR Timeline
ROCKLAND TRUST CO	1,940	$377K	0.02%	0	13F-HR Timeline
Cassia Capital Partners, LLC	1,936	$376K	0.23%	0	13F-HR Timeline
BOK Financial Private Wealth, Inc.	1,929	$375K	0.02%	-1,400	13F-HR Timeline