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Disclosery

IWD ISHARES TR

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ETF (fund)

1,736 managers (1,757 13F filers) reported a position in IWD shares at 2025-09-30, 255,073,325 shares in all. 94 filers opened a position and 65 filers sold out during the quarter.

Managers
1,736
13F filers
1,757
New
94
Added
554
Reduced
622
Sold out
65
Shares held by filers
255,073,325

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
FIDELITY D & D BANCORP INC3,113$634K0.35%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,105$632K0.45%-2113F-HRTimeline
ROCKLAND TRUST CO3,104$632K0.03%+1,16413F-HRTimeline
Institute for Wealth Management, LLC.3,097$630K0.07%+36213F-HRTimeline
JSF Financial, LLC3,084$628K0.14%-1813F-HRTimeline
Skyline Advisors, Inc.3,080$627K0.22%+1113F-HRTimeline
Wescott Financial Advisory Group, LLC3,063$624K0.06%+413F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,043$620K0.25%013F-HRTimeline
Coppell Advisory Solutions LLC3,039$618K0.07%-6313F-HRTimeline
TFB Advisors LLC3,025$615K0.18%-1813F-HRTimeline
Joel Adams & Associates, Inc.3,017$614K0.5%+11713F-HRTimeline
Lunt Capital Management, Inc.2,994$610K0.23%013F-HRTimeline
Darwin Wealth Management, LLC2,993$609K0.19%-1813F-HRTimeline
Orgel Wealth Management, LLC2,974$605K0.01%-313F-HRTimeline
TRUST CO OF VERMONT2,970$605K0.03%-7413F-HRTimeline
FARMERS TRUST CO2,970$605K0.1%013F-HRTimeline
Obermeyer Wealth Partners2,966$604K0.03%013F-HRTimeline
GGM Financial LLC2,945$600K0.3%+5913F-HRTimeline
LM Advisors LLC2,941$599K0.09%013F-HRTimeline
Axis Wealth Partners, LLC2,938$598K0.35%-3313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,935$598K0.15%013F-HRTimeline
Ground Swell Capital, LLC2,925$596K1.3%new13F-HRTimeline
Berkeley Capital Partners, LLC2,902$591K0.14%013F-HRTimeline
Quadrant Private Wealth Management, LLC2,899$590K0.11%013F-HRTimeline
Oxler Private Wealth LLC2,888$588K0.17%+913F-HRTimeline
SPINNAKER TRUST2,879$586K0.03%013F-HRTimeline
Meridian Wealth Advisors, LLC2,878$586K0.08%013F-HRTimeline
MAIRS & POWER INC13,886$586K0.01%new13F-HRTimeline
Bristlecone Advisors, LLC2,865$583K0.05%013F-HRTimeline
NCM Capital Management, LLC2,865$583K0.23%+113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,851$580K0.02%013F-HRTimelineGroup
WealthPLAN Partners, LLC2,842$579K0.09%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,836$577K0.1%-16013F-HRTimelineGroup
Pandora Wealth, Inc.2,831$576K0.35%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management2,823$575K0.08%013F-HRTimelineGroup
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,819$574K0.14%-14813F-HRTimelineGroup
Burton Enright Welch2,801$570K0.09%013F-HRTimeline
Mirador Capital Partners LP2,796$569K0.08%+1213F-HRTimeline
Coastal Bridge Advisors, LLC2,779$566K0.04%-60413F-HRTimeline
Parkshore Wealth Management, Inc.2,769$564K0.23%-2,97013F-HRTimeline
Leo Wealth, LLC2,768$563K0.07%-16213F-HRTimeline
DAVIS R M INC2,753$560K0.01%+93813F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC2,750$560K0.2%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,741$558K0.06%+213F-HRTimeline
BOK Financial Private Wealth, Inc.2,727$555K0.03%+79813F-HRTimeline
AIRE ADVISORS, LLC2,726$555K0.1%+213F-HRTimeline
Genesis Wealth Advisors, LLC2,713$552K0.39%013F-HRTimeline
BIP Wealth, LLC2,695$549K0.03%+1,14313F-HRTimeline
Front Row Advisors LLC2,695$549K0.18%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,690$548K0.1%013F-HRTimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT, LLC.2,689$547K0.1%13F-HRTimeline
Wealthspire Retirement, LLC2,686$547K0.03%-5013F-HR/ATimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,675$545K0.21%+4113F-HR/ATimelineGroup
APS Management Group, Inc.2,677$545K0.48%13F-HRTimeline
Activest Wealth Management2,676$545K0.11%+1,38813F-HRTimeline
MOTCO2,674$544K0.05%+1,34613F-HRTimeline
Elyxium Wealth, LLC2,665$543K0.19%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,660$542K0.19%+713F-HRTimeline
Signal Advisors Wealth, LLC2,649$539K0.05%new13F-HRTimeline
Runnymede Capital Advisors, Inc.2,647$539K0.44%-5013F-HRTimeline
SC&H Financial Advisors, Inc.2,641$538K0.09%+613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,636$537K0.02%+1,37413F-HRTimeline
BROGAN FINANCIAL, INC.2,636$537K0.23%+1213F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,636$537K<0.01%+41613F-HRTimelineGroup
Klingman & Associates, LLC2,633$536K0.03%+1213F-HRTimeline
Retirement Planning Group, LLC2,623$534K0.02%new13F-HRTimeline
Chicago Wealth Management, Inc.2,621$534K0.23%013F-HRTimeline
Sovereign Financial Group, Inc.2,621$534K0.1%013F-HRTimeline
YHB Investment Advisors, Inc.2,620$533K0.04%+1013F-HRTimeline
TigerOak Management, L.L.C.2,617$533K0.17%013F-HRTimeline
WealthBridge Capital Management, LLC2,612$532K0.12%-3413F-HRTimeline
Stanley-Laman Group, Ltd.2,596$528K0.08%013F-HRTimeline
Hamilton Point Investment Advisors, LLC2,587$527K0.08%+61413F-HRTimeline
Onyx Bridge Wealth Group LLC2,586$526K0.06%+9913F-HRTimeline
PUREfi Wealth, LLC2,582$526K0.4%-12313F-HRTimeline
Biltmore Family Office, LLC2,573$524K0.07%013F-HRTimeline
Providence Capital Advisors, LLC2,569$523K0.09%013F-HRTimeline
Operose Advisors LLC2,562$522K0.13%-1313F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,550$519K0.13%+32013F-HRTimeline
Archer Investment Corp2,526$514K0.12%+18913F-HRTimeline
Sand Hill Global Advisors, LLC2,522$513K0.02%-29413F-HRTimeline
Cypress Capital, LLC2,520$513K0.15%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,517$512K0.11%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,512$511K0.05%+16513F-HRTimeline
Galvin, Gaustad & Stein, LLC2,509$511K0.04%+5613F-HRTimeline
Talisman Wealth Advisors LLC2,499$509K0.42%+313F-HRTimeline
Insight Advisors, LLC/ PA2,490$508K0.08%013F-HRTimeline
Central Pacific Bank - Trust Division2,468$502K0.06%-17413F-HRTimeline
Beacon Financial Strategies CORP2,454$500K0.29%-67413F-HRTimeline
Woodward Financial Advisors, Inc.2,450$499K0.19%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,449$498K0.18%+48113F-HRTimeline
CoreCap Advisors, LLC2,446$498K0.02%+84713F-HRTimeline
Gallacher Capital Management LLC2,427$494K0.2%+1413F-HRTimeline
Members Trust Co2,424$494K0.02%013F-HRTimeline
Texas Capital Bank Wealth Management Se…2,421$493K0.04%-31013F-HRTimeline
Austin Asset Management Co Inc2,401$489K0.09%013F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…2,400$489K0.04%new13F-HRTimeline
Rockwood Wealth Management, LLC2,391$487K0.04%-2013F-HRTimeline
Ellis Investment Partners, LLC2,384$485K0.09%-9413F-HRTimeline
PBMares Wealth Management LLC2,378$484K0.08%013F-HRTimeline
Compound Planning, Inc.2,372$483K0.02%-54813F-HRTimeline
Alexis Investment Partners, LLC2,364$481K0.19%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,360$480K0.08%013F-HRTimeline
First Citizens Asset Management, Inc.2,357$480K0.17%+12813F-HR/ATimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,356$480K<0.01%-25,28513F-HRTimelineGroup
Moors & Cabot, Inc.2,353$479K0.02%+12613F-HRTimeline
Virtue Capital Management, LLC2,578$478K0.08%-57713F-HR/ATimeline
BCS Private Wealth Management, Inc.2,347$478K0.17%+37513F-HRTimeline
Navigation Wealth Management, Inc.2,345$478K0.7%+76413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …2,344$477K0.08%+23413F-HRTimeline
Promus Capital, LLC2,342$477K0.3%new13F-HRTimeline
Palisade Asset Management, LLC2,336$476K0.04%-1,98413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,328$474K0.03%013F-HRTimeline
Atala Financial Inc2,324$473K0.3%013F-HRTimeline
HT Partners LLC2,322$473K0.14%013F-HRTimeline
Aufman Associates Inc2,310$470K0.26%013F-HRTimeline
Heritage Financial Services, LLC2,306$469K0.04%013F-HRTimeline
Cornerstone Wealth Group, LLC2,305$469K0.03%013F-HRTimeline
SVB WEALTH LLC2,304$469K0.03%-85713F-HRTimeline
McNamara Financial Services, Inc.2,300$468K0.09%-2513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,300$468K0.12%-41813F-HRTimeline
New Republic Capital, LLC2,289$466K0.14%013F-HRTimeline
Fusion Capital, LLC2,274$465K0.14%-6113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,278$464K0.06%+1013F-HRTimeline
NFJ INVESTMENT GROUP, LLC2,277$464K0.02%-89613F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC2,268$462K0.04%013F-HRTimeline
One Day In July LLC2,259$460K0.04%013F-HRTimeline
Heartwood Wealth Advisors LLC2,253$459K0.04%013F-HRTimeline
Tortoise Investment Management, LLC2,251$458K0.04%+5413F-HRTimeline
Integrated Advisors Network LLC2,239$456K0.02%-9813F-HRTimeline
Towercrest Capital Management2,235$455K0.07%013F-HRTimeline
Diamond Hill Capital Management, LLC (I…2,234$455K<0.01%-11,29813F-HRTimeline
Platform Technology Partners2,233$455K0.11%-3613F-HRTimeline
WORLD EQUITY GROUP, INC.2,229$454K0.1%+6213F-HRTimeline
High Falls Advisors, Inc2,226$453K0.09%+16213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,221$452K0.02%013F-HRTimeline
WRAPMANAGER INC2,218$452K0.14%-84513F-HRTimeline
Clear Creek Financial Management, LLC2,217$451K0.04%013F-HRTimeline
Carnegie Investment Counsel2,216$451K0.01%+7013F-HRTimeline
Truepoint, Inc.2,215$451K0.01%013F-HRTimeline
Clarity Financial LLC2,209$450K0.04%013F-HRTimeline
Washington Trust Bank2,204$449K0.03%-4,92913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SALEM INVESTMENT COUNSELORS INC2,199$448K0.01%-5313F-HRTimeline
Fortis Capital Advisors, LLC2,199$448K0.07%-3913F-HRTimeline
Impact Capital Partners LLC2,198$447K0.13%+1,03113F-HRTimeline
Bravias Capital Group, LLC2,191$446K0.3%+213F-HRTimeline
Oder Investment Management, LLC2,183$444K0.32%013F-HRTimeline
Pasadena Private Wealth, LLC2,177$443K0.06%013F-HRTimeline
Warren Street Wealth Advisors, LLC2,174$443K0.13%013F-HRTimeline
Stablepoint Partners, LLC2,174$443K0.07%+50113F-HRTimeline
Old Mission Investment Co LLC2,173$442K0.11%-3613F-HRTimeline
Centerpoint Advisors, LLC2,170$442K0.14%013F-HRTimeline
Hollow Brook Wealth Management LLC2,170$442K0.1%013F-HRTimeline
Perkins Coie Trust Co2,162$440K0.08%+1,50313F-HRTimeline
Accretive Wealth Partners, LLC2,161$440K0.13%013F-HRTimeline
NWF Advisory Services Inc.2,157$439K0.05%-10013F-HRTimeline
Gibson Capital, LLC2,146$437K0.08%013F-HRTimeline
Strategic Financial Partners, Ltd.2,143$436K0.2%-1913F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC2,141$436K0.07%-39413F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.2,137$435K0.38%013F-HRTimeline
POWER WEALTH MANAGEMENT LLC2,131$434K0.16%013F-HRTimeline
Sterling Capital Management LLC2,130$434K0.01%-20613F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,128$433K0.04%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,128$433K0.02%-1,65413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,117$431K0.08%013F-HRTimeline
Advisory Alpha, LLC2,104$430K0.01%+213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,108$429K0.03%-713F-HRTimeline
Headlands Technologies LLC2,107$429K0.03%new13F-HRTimeline
WILLNER & HELLER, LLC2,102$428K0.33%+1013F-HRTimeline
GM Advisory Group, LLC2,101$428K0.02%+75813F-HRTimeline
Evolution Wealth Advisors, LLC2,098$427K0.06%013F-HRTimeline
McCarthy & Cox2,087$425K0.1%+213F-HRTimeline
Lee, Kelleher & Klein Wealth Management2,081$424K0.26%013F-HRTimeline
First Nebraska Trust Co2,077$423K0.04%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,065$420K<0.01%-4013F-HRTimelineGroup
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…2,060$419K0.02%-10013F-HRTimeline
Red Door Wealth Management, LLC2,056$419K0.04%013F-HRTimeline
TLS Advisors LLC2,052$418K1.21%new13F-HRTimeline
Canal Capital Management, LLC2,050$417K0.06%+813F-HRTimeline
Triangle Securities Wealth Management2,049$417K0.09%+1813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Greenspring Advisors, LLC2,040$415K0.07%13F-HRTimeline
Soltis Investment Advisors LLC2,016$410K0.03%-52413F-HRTimeline
Journey Advisory Group, LLC2,014$410K0.03%+11613F-HRTimeline
McClarren Financial Advisors, Inc.1,763$406K0.25%-25013F-HRTimeline
Abich Financial Wealth Management LLC1,995$406K0.14%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,991$405K0.03%-10313F-HR/ATimeline
Gray Private Wealth, LLC1,970$401K0.2%013F-HRTimeline
Qube Research & Technologies Ltd1,959$399K<0.01%-17,84713F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,956$398K0.02%013F-HRTimeline
Mascagni Wealth Management, Inc.1,955$398K0.31%013F-HRTimeline
MSH Capital Advisors LLC1,954$398K0.11%+913F-HRTimeline
Oliver Luxxe Assets LLC1,943$396K0.06%+113F-HRTimeline
Cassia Capital Partners, LLC1,936$394K0.22%013F-HRTimeline
OBSIDIAN CIO, LLC1,934$394K0.05%+4613F-HRTimeline
NovaPoint Capital, LLC1,928$393K0.1%new13F-HRTimeline
Beacon Capital Management, LLC1,917$390K0.06%013F-HRTimeline
Rothschild Wealth LLC1,914$390K0.08%new13F-HRTimeline
FineMark National Bank & Trust1,914$390K0.01%-31713F-HRTimeline
Arbor Wealth Advisors LLC1,910$389K0.29%013F-HRTimeline
Horizon Investment Services, LLC1,902$387K0.15%-913F-HRTimeline