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Disclosery

IWD ISHARES TR

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ETF (fund)

1,958 managers (1,982 13F filers) reported a position in IWD shares at 2026-06-30, 265,613,918 shares in all. 144 filers opened a position and 69 filers sold out during the quarter.

Managers
1,958
13F filers
1,982
New
144
Added
585
Reduced
700
Sold out
69
Shares held by filers
265,613,918

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
LAKE STREET PRIVATE WEALTH, LLC2,276$552K0.06%+613F-HRTimeline
WORLD EQUITY GROUP, INC.2,275$552K0.12%+8713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,274$551K0.01%+50013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthBridge Capital Management, LLC2,273$551K0.11%-24013F-HRTimeline
Black Diamond Financial, LLC2,272$551K0.05%-6813F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC2,268$550K0.04%013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV2,264$549K0.23%+1,20913F-HRTimeline
Accretive Wealth Partners, LLC2,259$548K0.13%+7613F-HRTimeline
Convergence Financial, LLC2,255$547K0.04%+1,06213F-HRTimeline
Tortoise Investment Management, LLC2,251$546K0.04%013F-HRTimeline
Beacon Capital Management, LLC2,247$545K0.08%+17913F-HRTimeline
McNamara Financial Services, Inc.2,246$544K0.09%013F-HRTimeline
Riverpoint Wealth Management Holdings, …2,240$543K0.1%+40713F-HRTimeline
AssuredPartners Investment Advisors, LLC2,224$539K0.05%+12013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,221$538K0.04%013F-HRTimeline
WRAPMANAGER INC2,218$538K0.17%013F-HRTimeline
Stanley-Laman Group, Ltd.2,216$537K0.05%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,214$537K0.02%+29113F-HRTimelineGroup
Clarity Financial LLC2,209$536K0.05%013F-HRTimeline
Truepoint, Inc.2,208$535K0.01%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,200$533K0.08%-4013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,195$532K0.08%-1413F-HRTimeline
Essential Investment Partners LLC2,195$532K0.43%013F-HRTimeline
SeaCrest Wealth Management, LLC2,190$531K0.06%-82313F-HRTimeline
Triad Wealth Partners, LLC2,084$530K0.03%013F-HRTimeline
Towercrest Capital Management2,185$530K0.07%-5013F-HRTimeline
Rockwood Wealth Management, LLC2,181$529K0.03%013F-HRTimeline
Triangle Securities Wealth Management2,176$528K0.1%-213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Versant Capital Management, Inc2,173$527K0.05%+10213F-HRTimeline
Hollow Brook Wealth Management LLC2,170$526K0.1%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.2,168$526K0.16%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,163$524K0.01%013F-HRTimeline
Perkins Coie Trust Co2,162$524K0.09%013F-HRTimeline
Inscription Capital, LLC2,150$521K0.05%+42313F-HRTimeline
Gibson Capital, LLC2,146$520K0.09%013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.2,137$518K0.37%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,134$517K0.04%-19913F-HRTimeline
COFG Advisors, LLC2,132$517K0.09%+6913F-HRTimeline
Clear Creek Financial Management, LLC2,131$517K0.03%+11913F-HRTimeline
POWER WEALTH MANAGEMENT LLC2,131$517K0.18%013F-HRTimeline
Private Wealth Partners, LLC2,130$516K0.04%+62113F-HRTimeline
GreatBanc Trust CO2,129$516K0.32%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …2,129$516K0.07%-23013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,128$516K0.04%013F-HRTimeline
Madison Wealth Partners, Inc2,128$516K0.07%+17613F-HRTimeline
Harbor Group, Inc.2,120$514K0.06%+213F-HRTimeline
Sand Hill Global Advisors, LLC2,116$513K0.02%-49813F-HRTimeline
WILLNER & HELLER, LLC2,096$508K0.32%+613F-HRTimeline
Warren Street Wealth Advisors, LLC2,088$506K0.11%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management2,081$504K0.26%013F-HRTimeline
First Nebraska Trust Co2,077$504K0.04%013F-HRTimeline
Smith Salley Wealth Management2,075$503K0.02%+53613F-HRTimeline
DDD Partners, LLC2,072$502K0.03%new13F-HRTimeline
Canal Capital Management, LLC2,071$502K0.06%+613F-HRTimeline
Bravias Capital Group, LLC2,058$499K0.3%-4613F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…2,060$499K0.02%013F-HRTimeline
Red Door Wealth Management, LLC2,056$498K0.05%013F-HRTimeline
Sonoma Private Wealth LLC2,051$497K0.53%new13F-HRTimeline
Ballew Advisors, Inc2,011$496K0.26%013F-HRTimeline
Cypress Wealth Services, LLC2,044$495K0.06%-5313F-HRTimeline
Granite Bay Wealth Management, LLC2,042$495K0.05%+67813F-HRTimeline
SC&H Financial Advisors, Inc.2,033$493K0.07%-12113F-HRTimeline
ARVEST INVESTMENTS, INC.2,029$492K0.06%+14013F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,027$491K0.1%+9313F-HRTimeline
Advisory Alpha, LLC2,019$490K0.01%-9113F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC1,937$489K0.06%13F-HRTimeline
Compound Planning, Inc.2,011$487K0.01%+413F-HRTimeline
Cullen Capital Management, LLC2,000$485K<0.01%-8,02613F-HRTimeline
United Financial Planning Group LLC2,000$485K0.25%+1,98013F-HRTimeline
Tortuga Wealth Management, Inc1,997$484K0.37%-29413F-HRTimeline
Baring Financial LLC1,996$484K0.27%+17713F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,995$484K0.02%-21013F-HRTimeline
Sargent Investment Group, LLC1,991$483K0.06%new13F-HRTimeline
Parkshore Wealth Management, Inc.1,983$481K0.14%-51313F-HRTimeline
Mason Investment Advisory Services, Inc.1,979$480K0.02%-4313F-HRTimeline
MSH Capital Advisors LLC1,977$479K0.08%-8413F-HRTimeline
Gray Private Wealth, LLC1,970$478K0.21%013F-HRTimeline
Spartan Wealth Advisory Services LLC1,970$478K0.04%013F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC1,931$478K0.42%+113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,964$476K0.03%013F-HRTimeline
Stockman Wealth Management, Inc.1,963$476K0.05%+62913F-HRTimeline
LJI Wealth Management, LLC1,962$476K0.07%new13F-HRTimeline
Pasadena Private Wealth, LLC1,959$475K0.06%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP1,954$474K<0.01%+5413F-HRTimelineGroup
IMA Advisory Services, Inc.1,933$469K0.03%new13F-HRTimeline
Mascagni Wealth Management, Inc.1,930$468K0.29%013F-HRTimeline
NORTH DALLAS BANK & TRUST CO1,927$467K0.28%013F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC1,926$467K0.4%013F-HRTimeline
MCF Advisors LLC1,924$466K0.02%-1,54313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,914$464K0.06%013F-HRTimeline
PUREfi Wealth, LLC1,914$464K0.25%013F-HRTimeline
Arbor Wealth Advisors LLC1,910$463K0.28%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,909$463K0.11%013F-HRTimeline
ORBA Wealth Advisors, L.L.C.1,907$462K0.4%+94313F-HRTimeline
ASL Financial, LLC1,900$461K0.32%+313F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY1,900$461K0.01%+75313F-HRTimeline
Trexquant Investment LP1,900$461K<0.01%new13F-HRTimeline
Integris Wealth Management, LLC1,900$461K0.09%013F-HRTimeline
Plum Street Advisors, LLC1,899$460K0.15%013F-HRTimeline
Galvin, Gaustad & Stein, LLC1,898$460K0.03%-5,47813F-HRTimeline
PITTENGER & ANDERSON INC1,895$459K0.02%013F-HRTimeline
Riverstone Advisors, LLC1,884$457K0.19%+113F-HRTimeline
Glen Eagle Advisors, LLC1,879$456K0.06%013F-HRTimeline
SteelPeak Wealth, LLC1,874$454K0.01%013F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC1,867$453K0.16%013F-HRTimeline
Obermeyer Wealth Partners1,867$453K0.02%-1,09913F-HRTimeline
Plus Group Wealth Advisors LLC1,861$451K0.42%-513F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.1,852$449K0.05%+2013F-HRTimeline
WASHINGTON TRUST Co1,852$449K0.01%013F-HRTimeline
Gateway Wealth Partners, LLC1,851$449K0.03%-1,60613F-HRTimeline
MCDONALD PARTNERS LLC1,850$448K0.11%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,849$448K0.04%013F-HRTimelineGroup
STRATEGIC PLANNING GROUP, LLC1,842$447K0.05%+513F-HRTimeline
PACK Private Wealth, LLC1,842$447K0.18%013F-HRTimeline
Selective Wealth Management, Inc.1,800$446K0.12%+47613F-HRTimeline
ShoreHaven Wealth Partners, LLC1,837$445K0.14%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,827$443K0.01%new13F-HRTimelineGroup
Coppell Advisory Solutions LLC1,898$442K0.05%new13F-HRTimeline
Crewe Advisors LLC1,821$441K0.03%-5813F-HRTimeline
Joel Adams & Associates, Inc.1,819$441K0.28%-1,47413F-HRTimeline
HOWE & RUSLING INC1,817$441K0.03%+32213F-HRTimeline
Cassia Capital Partners, LLC1,814$440K0.21%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group1,805$438K0.04%013F-HRTimelineGroup
GW&K Investment Management, LLC1,804$437K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC1,800$436K0.12%-37013F-HRTimeline
NWF Advisory Services Inc.1,797$435K0.04%013F-HRTimeline
Washington Trust Bank1,793$435K0.03%-1,35113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIRST AMERICAN TRUST, FSB1,788$433K0.03%+72913F-HRTimeline
JB Capital LLC1,784$433K0.01%+20213F-HRTimeline
BAYBAN1,784$432K0.33%013F-HRTimeline
Fairway Wealth LLC1,782$432K0.1%+3713F-HRTimeline
Box Hill Private Wealth LLC1,778$431K0.35%+613F-HRTimeline
Tailwinds Wealth, LLC1,776$431K0.25%new13F-HRTimeline
Abacus Wealth Partners, LLC1,772$430K0.05%-8513F-HRTimeline
Bay Capital Advisors, LLC1,770$429K0.23%-6213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,769$429K0.04%+42413F-HRTimeline
Matisse Capital1,765$428K0.17%+113F-HRTimeline
Navigate Wealth Management, LLC1,724$428K0.26%013F-HRTimeline
Altus Wealth Management, LLC1,761$427K0.16%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,756$426K0.03%-18513F-HRTimeline
SVB WEALTH LLC1,754$425K0.03%013F-HRTimeline
Park Edge Advisors, LLC1,748$424K0.09%013F-HRTimeline
Collaborative Wealth Managment Inc.1,744$423K0.18%new13F-HRTimeline
Vantage Point Financial LLC1,744$423K0.13%013F-HRTimeline
Wealth Management Partners, LLC1,735$421K0.1%013F-HRTimeline
Sharper & Granite LLC1,724$418K0.13%+56513F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,722$418K0.06%013F-HRTimeline
TWO SIGMA SECURITIES, LLC1,720$417K0.04%-14,11713F-HRTimeline
Emergent Wealth Advisors, LLC1,717$416K0.22%+513F-HRTimeline
Retireful, LLC1,662$415K0.39%013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC1,705$413K0.06%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,704$413K0.08%-30113F-HRTimeline
Forum Private Client Group LLC1,701$412K0.12%-2613F-HRTimeline
Elm Partners Management LLC1,698$412K0.01%-8713F-HR/ATimeline
LVW Advisors, LLC1,690$410K0.04%013F-HRTimeline
Rathbones Group PLC1,684$408K<0.01%013F-HRTimeline
IBEX WEALTH ADVISORS1,680$407K0.03%+513F-HRTimeline
Team Hewins, LLC1,678$407K0.11%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC1,676$406K0.24%+613F-HRTimeline
Alliance Wealth Management Group1,675$406K0.08%-5013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC1,671$405K0.06%new13F-HRTimeline
Opal Wealth Advisors, LLC1,669$405K0.09%-1,43613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,664$403K0.1%013F-HRTimeline
Aspire Private Capital, LLC1,660$402K0.08%013F-HRTimeline
Sharp Wealth Advisory, LLC1,658$402K0.19%-2313F-HRTimeline
First Command Advisory Services, Inc.1,651$400K<0.01%-1013F-HRTimeline
Pinnacle Bancorp, Inc.1,649$400K0.1%-30113F-HRTimeline
S.E.E.D. Planning Group LLC1,649$400K0.11%013F-HRTimeline
BCGM Wealth Management, LLC1,645$399K0.08%+113F-HRTimeline
Financial Life Planners1,643$398K0.26%+513F-HRTimeline
Causey Wealth LLC1,638$397K0.16%+213F-HRTimeline
APPLETON PARTNERS INC/MA1,639$397K0.02%013F-HRTimeline
JNBA Financial Advisors1,637$397K0.03%-1213F-HRTimeline
Elevation Wealth Management LLC1,636$397K0.3%-32313F-HRTimeline
Csenge Advisory Group1,635$396K0.02%+6613F-HRTimeline
NOMURA ASSET MANAGEMENT INTERNATIONAL I…in group NOMURA ASSET MANAGEMENT CO LTD1,635$396K<0.01%-4,03313F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,630$395K0.05%013F-HRTimeline
Align Financial, LLC1,626$394K0.2%013F-HRTimeline
Berkeley, Inc1,624$394K0.12%-1213F-HRTimeline
Talisman Wealth Advisors LLC1,624$394K0.29%-15313F-HRTimeline
Merrion Investment Management Co, LLC1,620$393K0.19%new13F-HRTimeline
Powerhouse Assets LLC1,615$392K0.32%013F-HRTimeline
RENASANT BANK1,613$391K0.25%-31013F-HRTimeline
FFT WEALTH MANAGEMENT LLC1,610$390K0.06%+21213F-HRTimeline
TD Capital Management LLC1,610$390K0.03%+413F-HRTimeline
Aerodigm Wealth, LLC1,607$390K0.13%-2213F-HRTimeline
Financial Sense Advisors, Inc.1,599$388K0.08%-21313F-HRTimeline
Poehling Capital Management, INC.1,590$386K0.08%-29913F-HRTimeline
Riverbend Wealth Management, LLC1,582$384K0.2%+113F-HRTimeline
Kondo Wealth Advisors, Inc.1,580$383K0.13%-3713F-HRTimeline
Ascent Advisors, LLC1,570$383K0.44%-2,46913F-HRTimeline
Integrated Advisors Network LLC1,579$383K0.02%-65013F-HRTimeline
Hamilton Wealth, LLC1,576$382K0.07%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,570$381K0.11%013F-HRTimeline
James J. Burns & Company, LLC1,570$381K0.04%013F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC1,564$379K0.02%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,562$379K0.16%+213F-HRTimeline
Ledyard National Bank1,562$379K0.03%-2013F-HRTimeline
Cordgrass Capital Advisors, LLC1,559$378K0.14%013F-HRTimeline
McClarren Financial Advisors, Inc.1,554$377K0.19%+313F-HRTimeline