Skip to content
Disclosery

IWD ISHARES TR

Follow

ETF (fund)

1,890 managers (1,913 13F filers) reported a position in IWD shares at 2025-12-31, 273,513,716 shares in all. 133 filers opened a position and 60 filers sold out during the quarter.

Managers
1,890
13F filers
1,913
New
133
Added
653
Reduced
547
Sold out
60
Shares held by filers
273,513,716

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Roxbury Financial LLC3,804$800K0.72%-4213F-HRTimeline
Sunpointe, LLC3,802$800K0.27%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,802$800K0.06%-176,69613F-HRTimelineGroup
Emprise Bank3,801$800K0.33%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,790$797K0.18%-2,00713F-HRTimeline
First County Bank /CT/3,777$794K0.42%013F-HRTimeline
Johnson Bixby & Associates, LLC3,771$793K0.1%-11013F-HRTimeline
Harbor Asset Planning, Inc.3,769$793K0.68%+1513F-HRTimeline
Mayflower Financial Advisors, LLC3,760$791K0.1%-2313F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,745$788K0.23%-8613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.3,744$788K0.09%-25413F-HRTimeline
BKM Wealth Management, LLC3,726$784K0.29%+8213F-HRTimeline
MWA Asset Management3,722$783K0.44%-12813F-HRTimeline
Archford Capital Strategies, LLC3,665$771K0.09%013F-HRTimeline
Waterfront Wealth Inc.3,510$769K0.15%-1513F-HRTimeline
Rockbridge Investment Management, LCC3,657$769K0.07%+113F-HRTimeline
CWA Asset Management Group, LLC3,655$769K0.03%013F-HRTimeline
Activest Wealth Management3,642$766K0.14%+96613F-HRTimeline
GM Advisory Group, LLC3,611$759K0.03%+1,51013F-HRTimeline
Coastal Bridge Advisors, LLC3,606$758K0.06%+82713F-HRTimeline
HANOVER ADVISORS INC3,604$758K0.29%013F-HRTimeline
WARNER FINANCIAL, INC3,606$758K0.26%+1513F-HRTimeline
FIRST FINANCIAL CORP /IN/3,603$758K0.29%-1,54613F-HRTimeline
Elevation Wealth Management LLC3,582$753K0.72%13F-HRTimeline
Moss Adams Wealth Advisors LLC3,567$750K0.05%013F-HRTimeline
CAPITAL CITY TRUST CO/FL3,563$749K0.17%013F-HRTimeline
Empire Financial Management Company, LLC3,562$749K0.16%-4013F-HRTimeline
Roble, Belko & Company, Inc3,559$749K0.1%-14613F-HRTimeline
Carnegie Investment Counsel3,559$749K0.01%+1,34313F-HRTimeline
Kesler, Norman & Wride, LLC3,550$747K0.13%new13F-HRTimeline
PACIFIC FINANCIAL GROUP INC3,544$745K0.41%-1,43713F-HRTimeline
Financial Guidance Group, Inc.3,542$745K0.3%013F-HRTimeline
Stanich Group LLC3,542$745K0.56%+113F-HRTimeline
Texas Yale Capital Corp.3,540$745K0.02%+8013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.3,540$745K0.26%-2713F-HRTimeline
PITCAIRN COgroup of 2 filers holding3,539$744K0Timeline
Independence Bank of Kentucky3,535$744K0.09%-1513F-HRTimeline
Mason Investment Advisory Services, Inc.3,528$742K0.04%+1613F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC3,528$742K0.12%013F-HRTimeline
NATURAL INVESTMENTS, LLC3,507$737K0.18%new13F-HRTimeline
Leo Wealth, LLC3,474$731K0.05%+70613F-HRTimeline
AFT, FORSYTH & COMPANY, INC.3,457$727K0.31%-19413F-HRTimeline
Manhattan West Asset Management, LLC3,455$727K0.15%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,445$725K0.04%-7,78413F-HRTimeline
Virtue Capital Management, LLC3,414$724K0.11%+83613F-HR/ATimeline
Auxano Advisors, LLC3,442$724K0.14%013F-HRTimeline
Stonebrook Private Inc.3,436$723K0.15%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.3,413$718K0.08%+2,14313F-HRTimeline
Jaffetilchin Investment Partners, LLC3,409$717K0.04%-2913F-HRTimeline
Cascade Financial Partners, LLC3,397$715K0.07%013F-HRTimeline
Westmount Partners, LLC3,388$713K0.18%013F-HRTimeline
Independent Advisor Alliance3,381$711K0.02%013F-HRTimeline
Miller Investment Management, LP3,368$708K0.07%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department3,363$707K0.19%-11413F-HRTimelineGroup
Peck Wealth Management, LLC3,336$702K0.66%013F-HRTimeline
Harvest Investment Services, LLC3,335$701K0.13%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,328$700K0.1%+813F-HRTimeline
Bell Bank3,324$699K0.03%013F-HRTimeline
AAF Wealth Management, LLC3,311$696K0.29%-3713F-HRTimeline
HORAN Wealth, LLC3,303$695K0.11%-2513F-HRTimeline
Financial Insights, Inc.3,291$692K0.23%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP3,286$691K0.03%+1413F-HRTimeline
Joel Adams & Associates, Inc.3,280$690K0.52%+26313F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.3,275$689K0.4%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/3,266$687K<0.01%-2,85813F-HRTimeline
Fort Sheridan Advisors LLC3,258$685K0.09%+3113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,257$685K<0.01%+62113F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC3,256$685K0.1%-813F-HR/ATimeline
WBH ADVISORY INC3,234$680K0.05%013F-HRTimeline
Capital Investment Advisory Services, L…3,230$679K0.05%+11013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,217$677K0.03%013F-HRTimeline
BIP Wealth, LLC3,213$676K0.02%+51813F-HRTimeline
TrueWealth Advisors, LLC3,210$675K0.17%+213F-HRTimeline
Darwin Wealth Management, LLC3,202$674K0.21%+20913F-HRTimeline
Tudor Financial Inc.3,199$673K0.34%013F-HRTimeline
Fortis Capital Advisors, LLC3,198$673K0.1%+99913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,197$673K0.01%-4513F-HRTimelineGroup
Integrated Advisors Network LLC3,197$672K0.03%+95813F-HRTimeline
Wealth Science Advisors LLC3,197$672K0.39%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,168$666K0.02%-1313F-HR/ATimelineGroup
Glassman Wealth Services3,157$664K0.09%013F-HRTimeline
Jacksonville Wealth Management, LLC3,142$661K0.47%new13F-HRTimeline
Performance Wealth Partners, LLC3,141$661K0.02%013F-HRTimeline
CHAPIN DAVIS, INC.3,136$660K0.15%+1013F-HRTimeline
Rialto Wealth Management, LLC3,136$660K0.16%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,116$655K0.11%+28013F-HRTimelineGroup
FIDELITY D & D BANCORP INC3,113$655K0.28%013F-HRTimeline
DAVIS R M INC3,111$654K0.01%+35813F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,105$653K0.45%013F-HRTimeline
ROCKLAND TRUST CO3,104$653K0.03%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC3,100$652K<0.01%-80013F-HRTimeline
Skyline Advisors, Inc.3,094$651K0.22%+1413F-HRTimeline
Baltimore-Washington Financial Advisors…3,047$641K0.03%+2,00613F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,043$640K0.22%013F-HRTimeline
Betterment LLC3,044$640K<0.01%-1,55213F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP3,029$637K0.16%+21013F-HRTimelineGroup
TFB Advisors LLC3,026$636K0.18%+113F-HRTimeline
Vulcan Value Partners, LLC2,748$636K0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC2,984$632K0.06%-5513F-HRTimeline
Warner Group LLC3,004$632K0.39%new13F-HRTimeline
Baron Wealth Management LLC3,001$631K0.19%new13F-HRTimeline
Lunt Capital Management, Inc.2,994$630K0.24%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,992$629K0.04%+1,92713F-HRTimeline
DSG Capital Advisors, LLC2,854$626K0.1%-1,05213F-HRTimeline
FARMERS TRUST CO2,970$625K0.1%013F-HRTimeline
Obermeyer Wealth Partners2,966$624K0.03%013F-HRTimeline
GGM Financial LLC2,966$624K0.3%+2113F-HRTimeline
Orgel Wealth Management, LLC2,964$623K0.01%-1013F-HRTimeline
Signal Advisors Wealth, LLC2,959$622K0.05%+31013F-HRTimeline
Ignite Planners, LLC2,830$622K0.1%new13F-HRTimeline
Wescott Financial Advisory Group, LLC2,953$621K0.05%-11013F-HRTimeline
Axis Wealth Partners, LLC2,949$620K0.34%+1113F-HRTimeline
JSF Financial, LLC2,944$619K0.13%-14013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,935$617K0.15%013F-HRTimeline
KINTRA WEALTH, LLC2,913$613K0.09%new13F-HRTimeline
Berkeley Capital Partners, LLC2,906$611K0.14%+413F-HRTimeline
Oxler Private Wealth LLC2,899$610K0.18%+1113F-HRTimeline
MSH Capital Advisors LLC2,886$607K0.13%+93213F-HRTimeline
SPINNAKER TRUST2,879$606K0.03%013F-HRTimeline
TRUST CO OF VERMONT2,876$605K0.03%-9413F-HRTimeline
Meridian Wealth Advisors, LLC2,858$601K0.08%-2013F-HRTimeline
NCM Capital Management, LLC2,848$599K0.22%-1713F-HRTimeline
WealthPLAN Partners, LLC2,842$598K0.09%013F-HRTimeline
PFG Advisors2,840$597K0.03%-47013F-HRTimeline
Peak Wealth Management LLC2,839$597K0.5%13F-HRTimeline
Pandora Wealth, Inc.2,831$595K0.36%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,743$592K0.13%+19313F-HRTimeline
Mirador Capital Partners LP2,810$591K0.08%+1413F-HRTimeline
Soltis Investment Advisors LLC2,805$590K0.04%+78913F-HR/ATimeline
Burton Enright Welch2,801$589K0.08%013F-HRTimeline
Stronghold Wealth Management L.L.C.2,787$586K0.87%13F-HRTimeline
Parkshore Wealth Management, Inc.2,782$585K0.22%+1313F-HRTimeline
Retirement Planning Group, LLC2,779$584K0.02%+15613F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC2,759$580K0.24%new13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC2,750$578K0.21%013F-HRTimeline
Wealthspire Retirement, LLC2,749$578K0.04%+6313F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management2,745$577K0.08%-7813F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC2,742$577K0.06%+113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,732$575K0.02%-11913F-HRTimelineGroup
AIRE ADVISORS, LLC2,727$574K0.1%+113F-HRTimeline
BOK Financial Private Wealth, Inc.2,727$574K0.04%013F-HRTimeline
Genesis Wealth Advisors, LLC2,713$571K0.39%013F-HRTimeline
Biltmore Family Office, LLC2,711$570K0.08%+13813F-HRTimeline
SmartHarvest Portfolios, LLC2,708$570K0.2%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,700$568K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC2,700$568K0.02%+25413F-HRTimeline
Front Row Advisors LLC2,695$567K0.19%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.2,689$566K0.09%013F-HRTimeline
APS Management Group, Inc.2,677$563K0.48%013F-HRTimeline
Hamilton Capital, LLC2,670$562K0.03%13F-HRTimeline
Elyxium Wealth, LLC2,665$561K0.16%013F-HRTimeline
MOTCO2,662$560K0.05%-1213F-HRTimeline
Cornerstone Wealth Group, LLC2,661$560K0.04%+35613F-HRTimeline
BROGAN FINANCIAL, INC.2,649$557K0.24%+1313F-HRTimeline
Cedarwood Wealth LLC2,531$555K0.62%13F-HRTimeline
Klingman & Associates, LLC2,633$554K0.03%013F-HRTimeline
Quadrant Private Wealth Management, LLC2,629$553K0.09%-27013F-HRTimeline
Chicago Wealth Management, Inc.2,621$551K0.22%013F-HRTimeline
Sovereign Financial Group, Inc.2,621$551K0.1%013F-HRTimeline
TigerOak Management, L.L.C.2,617$550K0.17%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,612$549K0.19%-4813F-HRTimeline
Portland Global Advisors LLC2,601$547K0.06%+79013F-HRTimeline
YHB Investment Advisors, Inc.2,595$546K0.04%-2513F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,563$539K0.35%-65013F-HRTimeline
Operose Advisors LLC2,562$539K0.13%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,560$539K0.02%-7613F-HRTimeline
DECISION INVESTMENTS, INC2,556$538K0.59%13F-HRTimeline
Members Trust Co2,534$533K0.02%+11013F-HRTimeline
Hamilton Point Investment Advisors, LLC2,527$532K0.08%-6013F-HRTimeline
Archer Investment Corp2,526$531K0.12%013F-HRTimeline
Sand Hill Global Advisors, LLC2,522$530K0.02%013F-HRTimeline
Cypress Capital, LLC2,520$530K0.15%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,517$529K0.12%013F-HRTimeline
Edgemoor Investment Advisors, Inc.2,506$527K0.04%-1,44513F-HRTimeline
Insight Advisors, LLC/ PA2,499$526K0.08%+913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,481$522K0.08%+75313F-HRTimeline
WealthBridge Capital Management, LLC2,479$522K0.12%-13313F-HRTimeline
Stablepoint Partners, LLC2,473$520K0.08%+29913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,470$520K0.05%-4213F-HRTimeline
Central Pacific Bank - Trust Division2,468$519K0.06%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,408$518K0.2%-26713F-HRTimelineGroup
Heartwood Wealth Advisors LLC2,463$518K0.05%+21013F-HRTimeline
Beacon Financial Strategies CORP2,456$517K0.29%+213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,450$515K0.05%-24013F-HRTimelineGroup
Woodward Financial Advisors, Inc.2,450$515K0.19%013F-HRTimeline
Brooklyn Investment Group2,418$513K0.02%new13F-HRTimeline
Gallacher Capital Management LLC2,427$510K0.2%013F-HRTimeline
Atala Financial Inc2,424$510K0.33%+10013F-HRTimeline
Austin Asset Management Co Inc2,401$505K0.08%013F-HRTimeline
Moors & Cabot, Inc.2,377$500K0.02%+2413F-HRTimeline
McNamara Financial Services, Inc.2,361$497K0.09%+6113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,360$496K0.08%013F-HRTimeline
One Day In July LLC2,359$496K0.04%+10013F-HRTimeline
Navigation Wealth Management, Inc.2,359$496K0.74%+1413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …2,357$496K0.08%+1313F-HRTimeline
First Citizens Asset Management, Inc.2,353$495K0.17%-413F-HRTimeline
Oder Investment Management, LLC2,352$495K0.36%+16913F-HRTimeline
Palisade Asset Management, LLC2,336$491K0.05%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,333$491K0.08%new13F-HRTimelineGroup
BCS Private Wealth Management, Inc.2,332$491K0.17%-1513F-HRTimeline