IWD ISHARES TR

ETF (fund)

1,702 managers (1,724 13F filers) reported a position in IWD shares at 2025-03-31, 269,209,929 shares in all. 105 filers opened a position and 109 filers sold out during the quarter.

Managers: 1,702
13F filers: 1,724
New: 105
Added: 527
Reduced: 651
Sold out: 109
Shares held by filers: 269,209,929

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Horizon Investment Services, LLC	1,911	$360K	0.17%	-20	13F-HR Timeline
Arbor Wealth Advisors LLC	1,910	$359K	0.32%	0	13F-HR Timeline
Beacon Capital Management, LLC	1,909	$359K	0.05%	+8	13F-HR Timeline
Integris Wealth Management, LLC	1,900	$358K	0.1%	0	13F-HR Timeline
Journey Advisory Group, LLC	1,898	$357K	0.03%	+2	13F-HR Timeline
Poehling Capital Management, INC.	1,889	$355K	0.09%	0	13F-HR Timeline
Advisor Resource Council	2,404	$354K	0.03%	new	13F-HR Timeline
Bay Capital Advisors, LLC	1,883	$354K	0.3%	-104	13F-HR Timeline
Glen Eagle Advisors, LLC	1,879	$354K	0.06%	-124	13F-HR Timeline
IFG Advisors, LLC	1,878	$353K	0.07%	-1	13F-HR Timeline
WASHINGTON TRUST Co	1,872	$352K	0.01%	0	13F-HR Timeline
PITTENGER & ANDERSON INC	1,870	$352K	0.01%	0	13F-HR Timeline
IRONWOOD INVESTMENT MANAGEMENT LLC	1,867	$351K	0.19%	0	13F-HR Timeline
Single Point Partners, LLC	1,866	$351K	0.08%	+624	13F-HR Timeline
Pinnacle Bancorp, Inc.	1,865	$351K	0.11%	+7	13F-HR Timeline
Richard P Slaughter Associates Inc	1,865	$351K	0.08%	-8	13F-HR Timeline
LJI Wealth Management, LLC	1,850	$348K	0.07%	0	13F-HR Timeline
PACK Private Wealth, LLC	1,842	$347K	0.21%	0	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	1,842	$347K	0.09%	0	13F-HR Timeline
Alliance Wealth Management Group	1,838	$346K	0.09%	-175	13F-HR Timeline
ShoreHaven Wealth Partners, LLC	1,836	$346K	0.17%	-35	13F-HR Timeline
MBL Wealth, LLC	1,834	$345K	0.03%	-10	13F-HR Timeline
CATHY PARETO & ASSOCIATES, INC	1,815	$342K	0.3%	-98	13F-HR Timeline
Philip James Wealth Mangement, LLC	1,812	$341K	0.04%	-324	13F-HR Timeline
Cypress Capital Groupin group Cypress Capital Group	1,805	$340K	0.04%	0	13F-HR Timeline Group
Farmers National Bank	1,805	$340K	0.1%	0	13F-HR Timeline
DAVIS R M INC	1,802	$339K	0.01%	+78	13F-HR Timeline
GW&K Investment Management, LLC	1,804	$339K	<0.01%	-332	13F-HR Timeline
NWF Advisory Services Inc.	1,796	$338K	0.05%	+221	13F-HR Timeline
McIlrath & Eck, LLC	1,794	$337K	0.04%	-233	13F-HR Timeline
Tanager Wealth Management LLP	1,791	$337K	0.04%	0	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	1,788	$336K	0.01%	new	13F-HR Timeline
CWS Financial Advisors, LLC	1,784	$336K	0.11%	+6	13F-HR Timeline
Madison Wealth Partners, Inc	1,783	$336K	0.08%	-6	13F-HR Timeline
LaFleur & Godfrey LLC	1,779	$335K	0.05%	0	13F-HR Timeline
Charles Schwab Trust Coin group Charles Schwab Trust Co	1,777	$334K	0.03%	-1,654	13F-HR Timeline Group
Vantage Point Financial LLC	1,765	$332K	0.17%	-101	13F-HR Timeline
Rice Partnership, LLC	1,761	$331K	0.07%	-359	13F-HR Timeline
Altus Wealth Management, LLC	1,761	$331K	0.16%	0	13F-HR Timeline
Fairway Wealth LLC	1,758	$331K	0.12%	+13	13F-HR Timeline
KINGSWOOD WEALTH ADVISORS, LLC	1,757	$331K	0.03%	+185	13F-HR/A Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	1,756	$330K	0.02%	-1,071	13F-HR Timeline Group
Wealth Management Partners, LLC	1,751	$329K	0.15%	0	13F-HR Timeline
Rathbones Group PLC	1,747	$329K	<0.01%	+42	13F-HR Timeline
RAINEY & RANDALL WEALTH ADVISORS INC.	1,746	$328K	0.06%	+166	13F-HR Timeline
ACIMA PRIVATE WEALTH, LLC	1,743	$328K	0.12%	0	13F-HR Timeline
Forum Private Client Group LLC	1,740	$327K	0.14%	-155	13F-HR Timeline
Providence First Trust Co	1,734	$326K	0.13%	0	13F-HR Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1,728	$325K	0.06%	-105	13F-HR Timeline
Elk River Wealth Management LLC	1,727	$325K	0.06%	0	13F-HR Timeline
Stephenson & Company, Inc.	1,725	$325K	0.21%	-135	13F-HR Timeline
King Wealth Management Group	1,720	$324K	0.05%	+177	13F-HR Timeline
Riverbend Wealth Management, LLC	1,720	$324K	0.29%	-34	13F-HR Timeline
Edgestream Partners, L.P.	1,719	$323K	0.01%	new	13F-HR Timeline
Cordgrass Capital Advisors, LLC	1,715	$323K	0.09%	0	13F-HR Timeline
AlphaCore Capital LLC	1,709	$321K	0.03%	new	13F-HR Timeline
Moors & Cabot, Inc.	1,706	$321K	0.02%	-24	13F-HR Timeline
CIBC WORLD MARKET INC.	1,702	$320K	<0.01%	+40	13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	1,700	$320K	0.11%	-34	13F-HR Timeline
Clark Capital Management Group, Inc.	1,690	$318K	<0.01%	+400	13F-HR Timeline
Alpha Cubed Investments, LLC	1,690	$318K	0.01%	-752	13F-HR Timeline
Berkeley, Inc	1,686	$317K	0.15%	-235	13F-HR Timeline
Ignite Planners, LLC	1,741	$317K	0.06%	+28	13F-HR Timeline
Aveo Capital Partners, LLC	1,721	$317K	0.05%	-1,867	13F-HR Timeline
Emergent Wealth Advisors, LLC	1,682	$317K	0.23%	+7	13F-HR Timeline
JNBA Financial Advisors	1,681	$316K	0.03%	0	13F-HR Timeline
WORLD EQUITY GROUP, INC.	1,680	$316K	0.09%	-1,484	13F-HR Timeline
Stablepoint Partners, LLC	1,666	$313K	0.06%	-42	13F-HR Timeline
Team Hewins, LLC	1,664	$313K	0.12%	-171	13F-HR/A Timeline
Farmers & Merchants Trust Co of Chamber…	1,664	$313K	0.11%	-400	13F-HR Timeline
Aspire Private Capital, LLC	1,660	$312K	0.08%	0	13F-HR Timeline
James J. Burns & Company, LLC	1,660	$312K	0.06%	-88	13F-HR Timeline
Sharp Wealth Advisory, LLC	1,658	$312K	0.24%	0	13F-HR Timeline
Jackson, Grant Investment Advisers, Inc.	1,653	$311K	0.12%	0	13F-HR Timeline
MFA Wealth Services	1,653	$311K	0.26%	+7	13F-HR Timeline
LongView Wealth Management	1,651	$311K	0.09%	+451	13F-HR Timeline
S.E.E.D. Planning Group LLC	1,649	$310K	0.1%	0	13F-HR Timeline
Wealthfront Advisers LLC	1,641	$309K	<0.01%	+436	13F-HR Timeline
Total Wealth Planning, LLC	1,635	$308K	0.05%	0	13F-HR Timeline
Causey Wealth LLC	1,631	$307K	0.17%	-229	13F-HR Timeline
Aerodigm Wealth, LLC	1,629	$307K	0.17%	0	13F-HR Timeline
MATRIX PRIVATE CAPITAL GROUP LLC	1,625	$306K	0.18%	+2	13F-HR Timeline
BCGM Wealth Management, LLC	1,625	$306K	0.09%	+2	13F-HR Timeline
Pinnacle Wealth Management Group, Inc.	1,622	$305K	0.21%	-226	13F-HR Timeline
Principle Wealth Partners LLC	1,620	$305K	0.02%	0	13F-HR Timeline
Brio Consultants, LLC	1,610	$303K	0.05%	new	13F-HR/A Timeline
LVW Advisors, LLC	1,598	$301K	0.04%	-236	13F-HR Timeline
Persium Advisors, LLC	1,592	$300K	0.28%	0	13F-HR Timeline
Pillar Financial Advisors, LLC	1,587	$299K	0.22%	0	13F-HR Timeline
Baker Ellis Asset Management LLC	1,587	$299K	0.04%	0	13F-HR Timeline
First PREMIER Bank	1,580	$298K	0.08%	-100	13F-HR Timeline
Elm Partners Management LLC	1,583	$298K	0.02%	-2	13F-HR/A Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	1,573	$296K	0.05%	0	13F-HR Timeline
FORT WASHINGTON INVESTMENT ADVISORS INC…	1,571	$296K	<0.01%	0	13F-HR Timeline
SPIREPOINT PRIVATE CLIENT, LLC	1,561	$294K	0.04%	0	13F-HR Timeline
Watchman Group, Inc.	1,558	$293K	0.08%	-102	13F-HR Timeline
ELEVATION POINT WEALTH PARTNERS, LLC	1,558	$293K	0.03%	-7,490	13F-HR/A Timeline
Stonehearth Capital Management, LLC	1,553	$292K	0.12%	0	13F-HR Timeline
ALLIUM FINANCIAL ADVISORS, LLC	1,551	$292K	0.27%		13F-HR Timeline
DOLIVER ADVISORS, LP	1,550	$292K	0.08%	-100	13F-HR Timeline
Point Windward Advisors Inc.	1,549	$291K	0.12%	0	13F-HR Timeline
Crewe Advisors LLC	1,539	$290K	0.04%	+75	13F-HR Timeline
Triad Wealth Partners, LLC	1,536	$289K	0.09%	-145	13F-HR Timeline
Trust Co	1,532	$288K	0.03%	-45	13F-HR Timeline
SteelPeak Wealth, LLC	1,531	$288K	0.01%	-144	13F-HR Timeline
CoreCap Advisors, LLC	1,529	$288K	0.01%	+704	13F-HR Timeline
Legacy Wealth Management, LLC	1,527	$287K	0.02%	+23	13F-HR Timeline
High Falls Advisors, Inc	1,527	$287K	0.07%	new	13F-HR Timeline
EWA, LLC	1,524	$287K	0.11%	-96	13F-HR Timeline
Private Wealth Partners, LLC	1,509	$284K	0.02%	0	13F-HR Timeline
Joel Adams & Associates, Inc.	1,501	$282K	0.25%	new	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	1,500	$282K	0.04%	0	13F-HR Timeline
SageView Advisory Group, LLC	1,499	$282K	0.01%	+333	13F-HR Timeline
Wealth Architects, LLC	1,497	$282K	0.03%	0	13F-HR/A Timeline
Stockman Wealth Management, Inc.	1,490	$280K	0.04%	-85	13F-HR Timeline
Rothschild Wealth LLC	1,490	$280K	0.08%	0	13F-HR Timeline
Franklin, Parlapiano, Turner & Welch, L…	1,485	$279K	0.08%	0	13F-HR Timeline
EASTERLY INVESTMENT PARTNERS LLC	1,484	$279K	0.02%	new	13F-HR Timeline
Trilogy Capital Inc.	1,480	$279K	0.01%	-696	13F-HR Timeline
RIDGECREST WEALTH PARTNERS, LLC	1,480	$278K	0.15%	0	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	1,461	$275K	0.01%	0	13F-HR/A TimelineThe filing omitted confidential holdings, a later amendment may add them.
Stone Summit Wealth LLC	1,459	$275K	0.09%	-321	13F-HR Timeline
Bell Bank	1,455	$274K	0.01%	0	13F-HR Timeline
MOODY LYNN LIEBERSON & WALKER, LLC	1,449	$273K	0.02%	0	13F-HR Timeline
Wharton Business Group, LLC	1,441	$271K	0.01%	new	13F-HR Timeline
Inscription Capital, LLC	1,512	$271K	0.04%		13F-HR Timeline
PLANWISER FINANCIAL, LLC	1,471	$271K	0.25%		13F-HR Timeline
KEB ASSET MANAGEMENT, LLC	1,432	$270K	0.08%	0	13F-HR Timeline
Echo Wealth Management, LLC	1,428	$269K	0.18%	-7	13F-HR Timeline
Formidable Asset Management, LLC	1,427	$269K	0.04%	0	13F-HR Timeline
Fermata Advisors, LLC	1,426	$268K	0.05%	new	13F-HR Timeline
VERUS WEALTH MANAGEMENT, LLC	1,424	$268K	0.29%	0	13F-HR Timeline
Sollinda Capital Management LLC	1,423	$268K	0.07%	0	13F-HR Timeline
ROBERTS GLORE & CO INC /IL/	1,417	$267K	0.08%	0	13F-HR Timeline
WealthTrust Axiom LLC	1,414	$266K	0.08%	0	13F-HR Timeline
Granite Bay Wealth Management, LLC	1,416	$266K	0.09%	-170	13F-HR Timeline
FourThought Financial Partners, LLC	1,413	$266K	0.03%	+247	13F-HR Timeline
Wilkins Miller Wealth Management, LLC	1,412	$266K	0.2%	0	13F-HR Timeline
USAdvisors Wealth Management, LLC	1,413	$265K	0.09%	-151	13F-HR Timeline
EnRich Financial Partners LLC	1,408	$265K	0.09%	0	13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	1,403	$264K	<0.01%	-4	13F-HR Timeline Group
Mechanics Bank Trust Department	1,400	$263K	0.04%	-225	13F-HR Timeline
Summit Investment Advisory Services, LLC	1,399	$263K	0.13%	0	13F-HR Timeline
FFT WEALTH MANAGEMENT LLC	1,398	$263K	0.06%	0	13F-HR Timeline
Ledyard National Bank	1,392	$262K	0.03%	-99	13F-HR Timeline
St. Clair Advisors, LLC	1,389	$261K	0.07%	-728	13F-HR Timeline
Koshinski Asset Management, Inc.	1,386	$261K	0.02%	+30	13F-HR Timeline
Northwest Quadrant Wealth Management, L…	1,377	$259K	0.06%	-83	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	1,375	$259K	0.02%	0	13F-HR Timeline Group
PLANNING ALTERNATIVES LTD /ADV	1,373	$258K	0.04%	0	13F-HR Timeline
Beaird Harris Wealth Management, LLC	1,369	$258K	0.02%	-133	13F-HR Timeline
Activest Wealth Management	1,368	$257K	0.07%	0	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	1,368	$257K	0.17%	-380	13F-HR Timeline
Gerber Kawasaki Wealth & Investment Man…	1,367	$257K	0.01%	+113	13F-HR Timeline
Balentine LLC	1,363	$256K	0.01%	0	13F-HR Timeline
Horst & Graben Wealth Management LLC	1,360	$256K	0.05%	-60	13F-HR Timeline
Cornerstone Management, Inc.	1,358	$256K	0.05%	-88	13F-HR Timeline
DONALDSON CAPITAL MANAGEMENT, LLC	1,353	$255K	0.01%	-134	13F-HR Timeline
Smith Salley Wealth Management	1,352	$254K	0.02%	-124	13F-HR Timeline
180 WEALTH ADVISORS, LLC	1,347	$253K	0.04%	+5	13F-HR Timeline
Alliance Wealth Advisors, LLC	1,345	$253K	0.15%	0	13F-HR Timeline
OAK FAMILY ADVISORS, LLC	1,344	$253K	0.11%	-118	13F-HR Timeline
Grey Ledge Advisors, LLC	1,341	$252K	0.07%	+18	13F-HR Timeline
Sabal Trust CO	1,340	$252K	0.01%	-20	13F-HR Timeline
GM Advisory Group, LLC	1,339	$252K	0.01%	+3	13F-HR Timeline
Manuka Financial, LLC	1,333	$251K	0.16%	new	13F-HR Timeline
HARMONY ASSET MANAGEMENT LLC	1,332	$251K	0.11%	0	13F-HR Timeline
Monument Capital Management	1,331	$250K	0.08%	0	13F-HR Timeline
Equita Financial Network, Inc.	1,330	$250K	0.09%	new	13F-HR Timeline
HM PAYSON & CO	1,329	$250K	<0.01%	0	13F-HR Timeline
Proactive Wealth Strategies LLC	1,329	$250K	0.13%	+6	13F-HR Timeline
MOTCO	1,328	$250K	0.03%	0	13F-HR Timeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC	1,327	$250K	0.13%	new	13F-HR Timeline Group
Keebeck Wealth Management	1,323	$249K	0.04%	+41	13F-HR Timeline
Transform Wealth, LLC	1,318	$248K	0.02%	0	13F-HR Timeline
Sicart Associates LLC	1,317	$248K	0.09%	0	13F-HR Timeline
Five Oceans Advisors	1,315	$247K	0.12%	0	13F-HR Timeline
Lokken Investment Group LLC	1,314	$247K	0.1%	0	13F-HR Timeline
Signature Wealth Management Partners, L…	1,308	$246K	0.16%	+85	13F-HR Timeline
MorganRosel Wealth Management, LLC	1,307	$246K	0.07%	-268	13F-HR Timeline
Bright Futures Wealth Management, LLC.	1,419	$245K	0.27%	-80	13F-HR Timeline
Lansing Street Advisors	1,301	$245K	0.08%	+5	13F-HR Timeline
Cullen Capital Management, LLC	1,294	$243K	<0.01%	-161,830	13F-HR Timeline
FUTURE YOU WEALTH LLC	1,293	$243K	0.16%	0	13F-HR Timeline
Gordian Advisors LLC	1,293	$243K	0.19%	0	13F-HR Timeline
Capital Management Associates, Inc	1,288	$242K	0.05%	new	13F-HR Timeline
Abacus Wealth Partners, LLC	1,279	$241K	0.04%	0	13F-HR Timeline
QTR Family Wealth, LLC	1,278	$241K	0.18%		13F-HR Timeline
MTM Investment Management, LLC	1,280	$240K	0.09%	+1	13F-HR Timeline
S.A. Mason LLC	1,277	$240K	0.13%	0	13F-HR Timeline
Orion Capital Management LLC	1,274	$240K	0.1%	0	13F-HR Timeline
PDS Planning, Inc	1,273	$240K	0.02%	-48	13F-HR Timeline
RMR Capital Management, LLC	1,273	$240K	0.17%	0	13F-HR Timeline
Sunbelt Securities, Inc.	1,272	$239K	0.02%	-5,129	13F-HR Timeline
GREATMARK INVESTMENT PARTNERS, INC.	1,270	$239K	0.03%	0	13F-HR Timeline
Crews Bank & Trust	1,269	$239K	0.04%	-10	13F-HR Timeline
PECAUT & CO.	1,265	$238K	0.08%	new	13F-HR Timeline
LPF Advisors LLC	1,263	$238K	0.19%	0	13F-HR Timeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…	1,255	$236K	0.05%	-629	13F-HR Timeline Group
KCM INVESTMENT ADVISORS LLC	1,255	$236K	0.01%	0	13F-HR Timeline