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Disclosery

IWD ISHARES TR

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ETF (fund)

1,718 managers (1,740 13F filers) reported a position in IWD shares at 2024-12-31, 278,188,134 shares in all. 121 filers opened a position and 72 filers sold out during the quarter.

Managers
1,718
13F filers
1,740
New
121
Added
612
Reduced
482
Sold out
72
Shares held by filers
278,188,134

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Austin Asset Management Co Inc2,058$381K0.08%+213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,054$380K0.03%-513F-HRTimeline
Greenspring Advisors, LLC2,040$378K0.08%013F-HRTimeline
Triangle Securities Wealth Management2,031$376K0.1%-913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
McIlrath & Eck, LLC2,027$375K0.05%-1013F-HRTimeline
Canal Capital Management, LLC2,026$375K0.06%+913F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,026$375K0.02%+1513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,026$375K<0.01%+56213F-HRTimelineGroup
MCF Advisors LLC2,015$373K0.03%013F-HRTimeline
Alliance Wealth Management Group2,013$373K0.1%-34013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,010$372K0.01%new13F-HRTimeline
Matisse Capital2,008$372K0.19%+213F-HRTimeline
Glen Eagle Advisors, LLC2,003$371K0.06%013F-HRTimeline
Campion Asset Management1,993$369K0.28%-11113F-HRTimeline
Zhang Financial LLC1,990$368K0.02%-7013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,986$368K0.01%+11013F-HRTimelineGroup
Mascagni Wealth Management, Inc.1,955$368K0.37%13F-HR/ATimeline
Bay Capital Advisors, LLC1,987$368K0.3%13F-HRTimeline
Wells Trecaso Financial Group, LLC1,971$365K0.12%013F-HRTimeline
Gray Private Wealth, LLC1,970$365K0.22%013F-HRTimeline
Hamilton Point Investment Advisors, LLC1,965$364K0.07%013F-HRTimeline
ROCKLAND TRUST CO1,940$359K0.02%013F-HRTimeline
Cassia Capital Partners, LLC1,936$358K0.23%+81113F-HRTimeline
Horizon Investment Services, LLC1,931$357K0.15%-2013F-HRTimeline
NovaPoint Capital, LLC1,928$357K0.11%+10613F-HRTimeline
Financial Life Planners1,922$356K0.3%13F-HRTimeline
Safeguard Financial, LLC1,922$356K0.08%013F-HRTimeline
Berkeley, Inc1,921$356K0.18%-2,02113F-HR/ATimeline
MCDONALD PARTNERS LLC1,915$355K0.09%013F-HRTimeline
HILL ISLAND FINANCIAL LLC1,914$354K0.1%-5013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC1,913$354K0.33%13F-HRTimeline
Arbor Wealth Advisors LLC1,910$354K0.32%013F-HRTimeline
Beacon Capital Management, LLC1,901$352K0.05%-2313F-HRTimeline
Integris Wealth Management, LLC1,900$352K0.1%013F-HRTimeline
Forum Private Client Group LLC1,895$351K0.16%+5113F-HRTimeline
Poehling Capital Management, INC.1,889$350K0.09%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,884$349K0.07%+10913F-HRTimelineGroup
IFG Advisors, LLC1,879$348K0.07%-313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,804$348K0.02%-3013F-HRTimeline
Richard P Slaughter Associates Inc1,873$347K0.08%013F-HRTimeline
WASHINGTON TRUST Co1,872$347K0.01%013F-HRTimeline
ShoreHaven Wealth Partners, LLC1,871$346K0.16%013F-HRTimeline
PITTENGER & ANDERSON INC1,870$346K0.01%013F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC1,867$346K0.17%013F-HRTimeline
Vantage Point Financial LLC1,866$345K0.19%13F-HRTimeline
Stephenson & Company, Inc.1,860$344K0.23%013F-HRTimeline
Causey Wealth LLC1,860$344K0.2%13F-HRTimeline
Pinnacle Bancorp, Inc.1,858$344K0.11%013F-HRTimeline
LJI Wealth Management, LLC1,850$342K0.07%-21013F-HRTimeline
Pinnacle Wealth Management Group, Inc.1,848$342K0.21%-1,36213F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC1,846$342K0.26%new13F-HRTimeline
PUREfi Wealth, LLC1,846$342K0.33%13F-HRTimeline
Wise Wealth Partners1,845$342K0.84%13F-HRTimeline
MBL Wealth, LLC1,844$341K0.03%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,842$341K0.1%013F-HRTimeline
PACK Private Wealth, LLC1,842$341K0.2%013F-HRTimeline
Team Hewins, LLC1,835$340K0.13%013F-HR/ATimeline
LVW Advisors, LLC1,834$339K0.04%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,833$339K0.06%+4113F-HRTimeline
MIdWestOne Financial Group, Inc.1,807$335K0.05%-2,32313F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group1,805$334K0.04%new13F-HRTimelineGroup
Farmers National Bank1,805$334K0.1%13F-HRTimeline
Tanager Wealth Management LLP1,791$332K0.04%013F-HRTimeline
Madison Wealth Partners, Inc1,789$331K0.09%+2713F-HRTimeline
Journey Advisory Group, LLC1,896$331K0.04%013F-HRTimeline
OBSIDIAN CIO, LLC1,780$330K0.06%+913F-HRTimeline
Stone Summit Wealth LLC1,780$330K0.11%-2313F-HRTimeline
LaFleur & Godfrey LLC1,779$329K0.05%-3813F-HR/ATimeline
CWS Financial Advisors, LLC1,778$329K0.11%+7613F-HRTimeline
Altus Wealth Management, LLC1,761$326K0.15%013F-HRTimeline
Riverbend Wealth Management, LLC1,754$325K0.29%13F-HRTimeline
Wealth Management Partners, LLC1,751$324K0.14%-3713F-HRTimeline
James J. Burns & Company, LLC1,748$324K0.06%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,748$324K0.22%13F-HRTimeline
Fairway Wealth LLC1,745$323K0.15%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,743$323K0.11%013F-HRTimeline
First County Bank /CT/1,737$322K0.18%new13F-HRTimeline
Providence First Trust Co1,734$321K0.12%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,734$321K0.1%-12313F-HRTimeline
Moors & Cabot, Inc.1,730$320K0.02%-56913F-HRTimeline
Frank, Rimerman Advisors LLC1,728$320K0.02%013F-HRTimeline
Elk River Wealth Management LLC1,727$320K0.06%-47613F-HRTimeline
Ignite Planners, LLC1,713$319K0.07%-3613F-HRTimeline
DAVIS R M INC1,724$319K0.01%-4413F-HRTimeline
Laird Norton Wetherby Wealth Management…1,721$319K0.02%+38113F-HRTimeline
Cordgrass Capital Advisors, LLC1,715$317K0.09%-91013F-HRTimeline
Stablepoint Partners, LLC1,708$316K0.06%+13813F-HRTimeline
Rathbones Group PLC1,705$316K<0.01%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,700$315K0.06%new13F-HRTimelineGroup
JNBA Financial Advisors1,681$311K0.03%013F-HRTimeline
Triad Wealth Partners, LLC1,681$311K0.11%new13F-HRTimeline
First PREMIER Bank1,680$311K0.08%013F-HRTimeline
ERn Financial, LLC1,679$311K0.05%new13F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC1,676$310K0.12%+1,02813F-HRTimeline
Emergent Wealth Advisors, LLC1,675$310K0.22%+913F-HRTimeline
SteelPeak Wealth, LLC1,675$310K0.01%+24513F-HRTimeline
GSA CAPITAL PARTNERS LLP1,671$309K0.02%+51913F-HRTimeline
CIBC WORLD MARKET INC.1,662$308K<0.01%+5213F-HRTimeline
Watchman Group, Inc.1,660$307K0.08%013F-HRTimeline
Aspire Private Capital, LLC1,660$307K0.08%013F-HRTimeline
Sharp Wealth Advisory, LLC1,658$307K0.23%-25013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,653$306K0.12%-26213F-HRTimeline
DOLIVER ADVISORS, LP1,650$305K0.08%013F-HRTimeline
S.E.E.D. Planning Group LLC1,649$305K0.1%013F-HRTimeline
MFA Wealth Services1,646$305K0.24%13F-HRTimeline
JT Stratford LLC1,640$304K0.05%new13F-HRTimeline
IBEX WEALTH ADVISORS1,639$303K0.04%new13F-HRTimeline
Total Wealth Planning, LLC1,635$303K0.05%013F-HRTimeline
Aerodigm Wealth, LLC1,629$302K0.18%new13F-HRTimeline
Mechanics Bank Trust Department1,625$301K0.04%013F-HRTimeline
BCGM Wealth Management, LLC1,623$301K0.1%-6413F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,623$300K0.17%+2313F-HRTimeline
Principle Wealth Partners LLC1,620$300K0.02%013F-HRTimeline
EWA, LLC1,620$300K0.11%+913F-HRTimeline
Persium Advisors, LLC1,592$295K0.29%13F-HRTimeline
Granite Bay Wealth Management, LLC1,586$294K0.11%new13F-HRTimeline
Pillar Financial Advisors, LLC1,587$294K0.22%13F-HRTimeline
Baker Ellis Asset Management LLC1,587$294K0.04%013F-HRTimeline
Elm Partners Management LLC1,585$293K0.02%-4013F-HRTimeline
Y-Intercept (Hong Kong) Ltd1,581$293K0.02%new13F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,580$292K0.06%+213F-HRTimeline
Trust Co1,577$292K0.03%013F-HRTimeline
O'Dell Group, LLC1,577$292K0.07%+29713F-HRTimeline
Stockman Wealth Management, Inc.1,575$292K0.05%013F-HRTimeline
MorganRosel Wealth Management, LLC1,575$292K0.1%013F-HRTimeline
NWF Advisory Services Inc.1,575$291K0.04%-10013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.1,573$291K0.04%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,572$291K0.02%-1,11213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…1,571$291K<0.01%-65013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,567$290K0.11%new13F-HRTimeline
Bright Futures Wealth Management, LLC.1,499$289K0.26%+3013F-HRTimeline
USAdvisors Wealth Management, LLC1,564$289K0.09%+1513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,561$289K0.04%-13413F-HRTimeline
GRANDFIELD & DODD, LLC1,557$288K0.02%013F-HRTimeline
Stonehearth Capital Management, LLC1,553$288K0.12%013F-HRTimeline
Point Windward Advisors Inc.1,549$287K0.11%+7513F-HRTimeline
King Wealth Management Group1,543$286K0.04%013F-HRTimeline
MJP ASSOCIATES INC /ADV1,544$286K0.05%+813F-HRTimeline
Merriman Wealth Management, LLC1,539$285K0.01%+6713F-HRTimeline
Campbell Wealth Management1,518$281K0.03%new13F-HRTimeline
Private Wealth Partners, LLC1,509$279K0.02%013F-HRTimeline
Algorithmic Investment Models, LLC1,506$279K0.21%+28313F-HRTimeline
Legacy Wealth Management, LLC1,504$278K0.02%013F-HRTimeline
Beaird Harris Wealth Management, LLC1,502$278K0.02%+113F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,500$278K0.04%new13F-HRTimeline
Wealth Architects, LLC1,497$277K0.03%-24313F-HRTimeline
Ledyard National Bank1,491$276K0.03%+9913F-HRTimeline
Rothschild Wealth LLC1,490$276K0.08%-91813F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC1,487$275K0.01%013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…1,485$275K0.07%013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC1,480$274K0.15%013F-HRTimeline
Smith Salley Wealth Management1,476$273K0.02%013F-HRTimeline
Crewe Advisors LLC1,464$271K0.04%+61313F-HRTimeline
OAK FAMILY ADVISORS, LLC1,462$271K0.11%-4913F-HRTimeline
Nicholas Hoffman & Company, LLC.1,461$270K0.01%-1213F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Northwest Quadrant Wealth Management, L…1,460$270K0.06%+9613F-HRTimeline
Bell Bank1,455$269K0.02%+413F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,449$268K0.02%+14913F-HRTimeline
Cornerstone Management, Inc.1,446$268K0.05%013F-HRTimeline
Lake Hills Wealth Management, LLC1,439$266K0.18%+1213F-HRTimeline
Everest Private Wealth1,437$266K0.23%13F-HRTimeline
Echo Wealth Management, LLC1,435$266K0.18%013F-HRTimeline
Arlington Financial Advisors, LLC1,434$265K0.05%new13F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,432$265K0.08%+613F-HRTimeline
Formidable Asset Management, LLC1,427$264K0.04%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC1,426$264K0.07%013F-HR/ATimeline
VERUS WEALTH MANAGEMENT, LLC1,424$264K0.3%13F-HR/ATimeline
Sollinda Capital Management LLC1,423$263K0.07%013F-HRTimeline
Horst & Graben Wealth Management LLC1,420$263K0.05%-14313F-HRTimeline
ROBERTS GLORE & CO INC /IL/1,417$262K0.08%013F-HRTimeline
WealthTrust Axiom LLC1,414$262K0.08%+8113F-HRTimeline
Wilkins Miller Wealth Management, LLC1,412$261K0.27%13F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,411$261K<0.01%+213F-HRTimelineGroup
EnRich Financial Partners LLC1,408$261K0.09%013F-HRTimeline
STEVENS CAPITAL PARTNERS1,408$261K0.12%+20413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,407$260K<0.01%-19213F-HRTimelineGroup
Summit Investment Advisory Services, LLC1,399$259K0.13%013F-HRTimeline
FFT WEALTH MANAGEMENT LLC1,398$259K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,375$255K0.02%013F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV1,373$254K0.04%013F-HRTimeline
Activest Wealth Management1,368$253K0.07%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,366$253K<0.01%-18,79213F-HRTimelineGroup
Balentine LLC1,363$252K0.01%013F-HRTimeline
Sabal Trust CO1,360$252K0.01%+2013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,359$252K0.04%-5013F-HRTimeline
Koshinski Asset Management, Inc.1,356$251K0.02%-10813F-HRTimeline
Christensen, King & Associates Investme…1,339$251K0.12%+11613F-HRTimeline
Alliance Wealth Advisors, LLC1,345$249K0.14%-15013F-HRTimeline
180 WEALTH ADVISORS, LLC1,342$248K0.04%+713F-HRTimeline
Selective Wealth Management, Inc.1,324$247K0.1%+12413F-HRTimeline
GM Advisory Group, LLC1,336$247K0.01%-47613F-HRTimeline
HARMONY ASSET MANAGEMENT LLC1,332$247K0.1%013F-HRTimeline
Monument Capital Management1,331$246K0.07%013F-HRTimeline
HM PAYSON & CO1,329$246K<0.01%013F-HRTimeline
MOTCO1,328$246K0.03%013F-HRTimeline
Proactive Wealth Strategies LLC1,323$245K0.13%+713F-HRTimeline
Grey Ledge Advisors, LLC1,323$245K0.06%+2413F-HRTimeline
PDS Planning, Inc1,321$245K0.02%-22813F-HRTimeline
LYELL WEALTH MANAGEMENT, LP1,320$244K0.02%new13F-HRTimeline
Transform Wealth, LLC1,318$244K0.01%-19713F-HRTimeline