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Disclosery

IWD ISHARES TR

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ETF (fund)

1,885 managers (1,909 13F filers) reported a position in IWD shares at 2026-03-31, 268,233,059 shares in all. 111 filers opened a position and 106 filers sold out during the quarter.

Managers
1,885
13F filers
1,909
New
111
Added
585
Reduced
708
Sold out
106
Shares held by filers
268,233,059

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MARS JEWETT FINANCIAL GROUP, INC.3,572$763K0.24%+713F-HRTimeline
Moss Adams Wealth Advisors LLC3,567$762K0.06%013F-HRTimeline
XY Planning Network, Inc.3,544$762K0.12%new13F-HRTimeline
CAPITAL CITY TRUST CO/FL3,563$761K0.17%013F-HRTimeline
Empire Financial Management Company, LLC3,562$761K0.17%013F-HRTimeline
Roble, Belko & Company, Inc3,559$760K0.1%013F-HRTimeline
GM Advisory Group, LLC3,555$760K0.03%-5613F-HRTimeline
TMB Capital Partners, LLC3,552$759K0.26%-34313F-HRTimeline
Kesler, Norman & Wride, LLC3,550$759K0.13%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,548$758K0.17%-24213F-HRTimeline
Stanich Group LLC3,548$758K0.58%+613F-HRTimeline
Financial Guidance Group, Inc.3,542$757K0.3%013F-HRTimeline
Texas Yale Capital Corp.3,540$756K0.02%013F-HRTimeline
FIRST FINANCIAL CORP /IN/3,522$753K0.3%-8113F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,519$752K0.02%-80013F-HRTimeline
Waterfront Wealth Inc.3,508$750K0.14%-213F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO3,539$744K0.07%013F-HRTimelineGroup
MCF Advisors LLC3,467$741K0.03%+1,54113F-HRTimeline
Cornell Pochily Investment Advisors, In…3,464$740K0.22%new13F-HRTimeline
Gateway Wealth Partners, LLC3,457$739K0.03%+1,77513F-HRTimeline
Manhattan West Asset Management, LLC3,455$738K0.14%013F-HRTimeline
Auxano Advisors, LLC3,442$735K0.15%013F-HRTimeline
NATURAL INVESTMENTS, LLC3,435$733K0.18%-7213F-HRTimeline
Odyssey Capital Advisors, Inc.3,416$730K0.65%-42313F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.3,413$729K0.09%013F-HRTimeline
Jaffetilchin Investment Partners, LLC3,403$727K0.04%-613F-HRTimeline
Leo Wealth, LLC3,398$726K0.05%-7613F-HRTimeline
Cascade Financial Partners, LLC3,397$726K0.07%013F-HRTimeline
Signal Advisors Wealth, LLC3,394$725K0.05%+43513F-HRTimeline
Westmount Partners, LLC3,388$724K0.18%013F-HRTimeline
Stonebrook Private Inc.3,382$723K0.15%-5413F-HRTimeline
Glassman Wealth Services3,376$721K0.1%+21913F-HRTimeline
Miller Investment Management, LP3,368$720K0.07%013F-HRTimeline
Fort Sheridan Advisors LLC3,366$719K0.09%+10813F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department3,363$719K0.19%013F-HRTimelineGroup
Darwin Wealth Management, LLC3,345$715K0.22%+14313F-HRTimeline
Peck Wealth Management, LLC3,336$713K0.71%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,332$712K0.1%+413F-HRTimeline
Capital Investment Advisory Services, L…3,323$710K0.05%+9313F-HRTimeline
Clear Harbor Asset Management, LLC3,311$707K0.05%+1,99513F-HRTimeline
Baltimore-Washington Financial Advisors…3,301$705K0.03%+25413F-HRTimeline
KLINGENSTEIN FIELDS & CO LP3,297$704K0.03%+1113F-HRTimeline
Joel Adams & Associates, Inc.3,293$704K0.52%+1313F-HRTimeline
OBSIDIAN CIO, LLC3,281$701K0.63%+1,61513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.3,278$700K0.4%+313F-HRTimeline
Forthright Family Wealth Advisory LLC3,876$694K0.47%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.3,306$692K0.04%-3,67813F-HRTimeline
Retirement Planning Group, LLC3,239$692K0.02%+46013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC3,234$691K0.1%-2213F-HRTimeline
Front Row Advisors LLC3,228$690K0.23%+53313F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,043$689K0.22%013F-HRTimeline
DAVIS R M INC3,211$686K0.01%+10013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,200$684K0.02%+3213F-HRTimelineGroup
Tudor Financial Inc.3,199$684K0.35%013F-HR/ATimeline
TrueWealth Advisors, LLC3,199$683K0.17%-1113F-HRTimeline
Harvest Investment Services, LLC3,188$681K0.12%-14713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.3,178$679K0.23%-36213F-HRTimeline
EFG International AGin group EFG International AG3,143$673K0.01%+1,48213F-HRTimelineGroup
Wealth Science Advisors LLC3,197$672K0.38%013F-HRTimeline
Washington Trust Bank3,144$672K0.05%-1,24813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Performance Wealth Partners, LLC3,141$671K0.02%013F-HRTimeline
Rialto Wealth Management, LLC3,136$670K0.15%013F-HRTimeline
AAF Wealth Management, LLC3,133$669K0.27%-17813F-HRTimeline
VANCE WEALTH, LLC3,126$668K0.19%-2,19113F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,110$665K0.01%+1,23013F-HRTimelineGroup
Skyline Advisors, Inc.3,106$664K0.23%+1213F-HRTimeline
Opal Wealth Advisors, LLC3,105$663K0.15%-1,31213F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,105$663K0.45%013F-HRTimeline
ROCKLAND TRUST CO3,104$663K0.03%013F-HRTimeline
WBH ADVISORY INC3,083$663K0.05%-15113F-HRTimeline
Fortis Capital Advisors, LLC3,098$662K0.09%-10013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.3,096$662K0.31%-36113F-HRTimeline
Financial Insights, Inc.3,078$658K0.21%-21313F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,069$656K0.02%-13,22313F-HRTimeline
CHAPIN DAVIS, INC.3,054$652K0.15%-8213F-HRTimeline
GGM Financial LLC3,033$648K0.3%+6713F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP3,029$647K0.16%013F-HRTimelineGroup
NORRIS PERNE & FRENCH LLP/MI3,029$647K0.03%-2,20013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,024$646K0.03%-19313F-HRTimeline
SeaCrest Wealth Management, LLC3,013$644K0.07%-75813F-HRTimeline
Orgel Wealth Management, LLC3,005$642K0.01%+4113F-HRTimeline
Lunt Capital Management, Inc.2,994$640K0.25%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,992$639K0.04%013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…2,972$635K0.14%new13F-HRTimeline
FARMERS TRUST CO2,970$635K0.1%013F-HRTimeline
Obermeyer Wealth Partners2,966$634K0.03%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,964$633K<0.01%-29313F-HRTimelineGroup
Platform Technology Partners2,963$633K0.12%+72913F-HRTimeline
Axis Wealth Partners, LLC2,959$632K0.34%+1013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC2,945$629K0.07%-17,85013F-HRTimeline
Snider Financial Group2,936$627K0.19%-1,23513F-HRTimeline
Berkeley Capital Partners, LLC2,916$623K0.14%+1013F-HRTimeline
Oxler Private Wealth LLC2,907$621K0.19%+813F-HRTimeline
SPINNAKER TRUST2,879$615K0.03%013F-HRTimeline
New Republic Capital, LLC2,864$612K0.21%-1,99713F-HRTimeline
Coastal Bridge Advisors, LLC2,862$612K0.04%-74413F-HRTimeline
Meridian Wealth Advisors, LLC2,858$611K0.08%013F-HRTimeline
DSG Capital Advisors, LLC2,854$610K0.1%013F-HRTimeline
Burton Enright Welch2,848$609K0.08%+4713F-HRTimeline
PFG Advisors2,843$608K0.03%+313F-HRTimeline
WealthPlan Investment Management, LLC2,842$607K0.03%new13F-HRTimeline
Gallacher Capital Management LLC2,839$607K0.23%+41213F-HRTimeline
Peak Wealth Management LLC2,837$606K0.5%-213F-HRTimeline
Ignite Planners, LLC2,830$605K0.09%013F-HRTimeline
Warner Group LLC2,827$604K0.39%-17713F-HRTimeline
Kovack Advisors, Inc.2,820$604K0.03%+51113F-HRTimeline
TUDOR INVESTMENT CORP ET AL2,824$603K<0.01%-26,57713F-HRTimeline
Mirador Capital Partners LP2,820$603K0.09%+1013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,819$602K0.15%-11613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,810$601K0.02%+25013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,796$597K0.02%+6413F-HRTimelineGroup
FIDELITY D & D BANCORP INC2,790$596K0.24%-32313F-HRTimeline
Cornerstone Wealth Group, LLC2,629$594K0.04%-3213F-HRTimeline
PLANNING DIRECTIONS INC2,756$589K0.3%new13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC2,750$588K0.22%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management2,745$587K0.09%013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC2,744$586K0.06%+213F-HRTimeline
Wealthspire Retirement, LLC2,731$583K0.04%-1813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,730$583K0.03%+81213F-HRTimeline
AIRE ADVISORS, LLC2,729$583K0.11%+213F-HRTimeline
Stronghold Wealth Management L.L.C.2,714$580K0.88%-7313F-HRTimeline
Genesis Wealth Advisors, LLC2,713$580K0.39%013F-HRTimeline
GC Wealth Management RIA, LLC2,711$579K0.02%-1,32513F-HRTimeline
Carnegie Investment Counsel2,708$579K0.01%-85113F-HRTimeline
SmartHarvest Portfolios, LLC2,708$579K0.24%013F-HRTimeline
Proactive Wealth Strategies LLC2,704$578K0.11%+1,35713F-HRTimeline
APS Management Group, Inc.2,677$572K0.49%013F-HRTimeline
BOK Financial Private Wealth, Inc.2,675$572K0.03%-5213F-HRTimeline
Sovereign Financial Group, Inc.2,673$571K0.1%+5213F-HRTimeline
Hamilton Capital, LLC2,670$570K0.03%013F-HRTimeline
MOTCO2,662$569K0.05%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,659$568K0.03%+34113F-HRTimeline
BROGAN FINANCIAL, INC.2,659$568K0.25%+1013F-HRTimeline
Stablepoint Partners, LLC2,656$568K0.08%+18313F-HRTimeline
Soltis Investment Advisors LLC2,655$567K0.04%-15013F-HRTimeline
Quadrant Private Wealth Management, LLC2,649$566K0.09%+2013F-HRTimeline
Runnymede Capital Advisors, Inc.2,647$566K0.49%new13F-HRTimeline
Navigation Wealth Management, Inc.2,643$565K2.04%+28413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,639$564K0.09%-47713F-HRTimelineGroup
Klingman & Associates, LLC2,633$563K0.03%013F-HRTimeline
Fiduciary Alliance LLC2,506$561K0.03%+41513F-HRTimeline
Chicago Wealth Management, Inc.2,621$560K0.22%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,618$559K0.2%+613F-HRTimeline
TigerOak Management, L.L.C.2,617$559K0.18%013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,616$559K0.33%+5313F-HRTimeline
Sand Hill Global Advisors, LLC2,614$559K0.02%+9213F-HRTimeline
CoreCap Advisors, LLC2,608$557K0.02%-9213F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd2,607$557K0.14%+1,86013F-HRTimelineGroup
Betterment LLC2,608$557K<0.01%-43613F-HRTimeline
BCS Private Wealth Management, Inc.2,600$556K0.17%+26813F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.2,591$554K0.09%-9813F-HRTimeline
Global View Capital Management LLC2,587$553K0.15%new13F-HRTimeline
JSF Financial, LLC2,573$550K0.11%-37113F-HRTimeline
Biltmore Family Office, LLC2,573$550K0.08%-13813F-HRTimeline
Integrity Advisory Solutions, LLC2,572$550K0.07%new13F-HRTimeline
BIP Wealth, LLC2,566$548K0.02%-64713F-HRTimeline
MAIRS & POWER INC2,562$547K0.01%+60013F-HRTimeline
Operose Advisors LLC2,561$547K0.13%-113F-HRTimeline
Koshinski Asset Management, Inc.2,560$547K0.03%+63513F-HRTimeline
DECISION INVESTMENTS, INC2,556$546K0.62%013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC2,549$545K0.43%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC2,547$544K0.08%+2013F-HRTimeline
Cedarwood Wealth LLC2,538$542K0.55%+713F-HRTimeline
Members Trust Co2,534$541K0.02%013F-HRTimeline
Archer Investment Corp2,526$540K0.12%013F-HRTimeline
Cypress Capital, LLC2,520$538K0.15%013F-HRTimeline
WealthBridge Capital Management, LLC2,513$537K0.12%+3413F-HRTimeline
NCM Capital Management, LLC2,509$536K0.19%-33913F-HRTimeline
Edgemoor Investment Advisors, Inc.2,506$535K0.04%013F-HRTimeline
Insight Advisors, LLC/ PA2,504$535K0.1%+513F-HRTimeline
Parkshore Wealth Management, Inc.2,496$533K0.18%-28613F-HRTimeline
Portland Global Advisors LLC2,490$532K0.06%-11113F-HRTimeline
McIlrath & Eck, LLC2,489$532K0.04%+50213F-HRTimeline
Summit Wealth Partners, LLC2,479$530K0.08%new13F-HRTimeline
Wescott Financial Advisory Group, LLC2,473$528K0.05%-48013F-HRTimeline
Moors & Cabot, Inc.2,473$528K0.02%+9613F-HRTimeline
Atala Financial Inc2,424$522K0.35%013F-HRTimeline
EdgeRock Capital LLC2,418$517K0.14%+90913F-HRTimeline
Beacon Financial Strategies CORP2,405$514K0.29%-5113F-HRTimeline
YHB Investment Advisors, Inc.2,403$513K0.04%-19213F-HRTimeline
Woodward Financial Advisors, Inc.2,450$513K0.2%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.2,399$513K<0.01%-3,10613F-HRTimelineGroup
First Citizens Asset Management, Inc.2,372$507K0.18%+1913F-HRTimeline
Central Pacific Bank - Trust Division2,370$506K0.06%-9813F-HRTimeline
Austin Asset Management Co Inc2,361$504K0.08%-4013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,360$504K0.08%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …2,359$504K0.08%+213F-HRTimeline
Oder Investment Management, LLC2,353$503K0.39%+113F-HRTimeline
Independent Solutions Wealth Management…2,346$501K0.07%new13F-HRTimeline
Black Diamond Financial, LLC2,340$500K0.05%new13F-HRTimeline
Palisade Asset Management, LLC2,337$499K0.05%+113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,333$498K0.05%-13713F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,327$497K0.12%-19013F-HRTimeline
HT Partners LLC2,322$496K0.15%013F-HRTimeline
Ellis Investment Partners, LLC2,321$496K0.09%-513F-HRTimeline
Aufman Associates Inc2,310$494K0.24%013F-HRTimeline
Horizon Investment Services, LLC2,308$493K0.17%+40613F-HRTimeline
Fusion Capital, LLC2,305$492K0.13%+2513F-HRTimeline
Hamlin Capital Management, LLC2,299$491K0.01%-5,67613F-HRTimeline
One Day In July LLC2,292$490K0.04%-6713F-HRTimeline