IWD ISHARES TR

ETF (fund)

1,719 managers (1,742 13F filers) reported a position in IWD shares at 2025-06-30, 258,182,053 shares in all. 111 filers opened a position and 89 filers sold out during the quarter.

Managers: 1,719
13F filers: 1,742
New: 111
Added: 587
Reduced: 579
Sold out: 89
Shares held by filers: 258,182,053

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Beacon Capital Management, LLC	1,917	$372K	0.05%	+8	13F-HR Timeline
MCDONALD PARTNERS LLC	1,915	$372K	0.09%	0	13F-HR Timeline
Horizon Investment Services, LLC	1,911	$371K	0.16%	0	13F-HR Timeline
Arbor Wealth Advisors LLC	1,910	$371K	0.3%	0	13F-HR Timeline
Integris Wealth Management, LLC	1,900	$369K	0.1%	0	13F-HR Timeline
Journey Advisory Group, LLC	1,898	$369K	0.03%	0	13F-HR Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	1,890	$367K	0.05%	+317	13F-HR Timeline
Poehling Capital Management, INC.	1,889	$367K	0.09%	0	13F-HR Timeline
OBSIDIAN CIO, LLC	1,888	$367K	0.05%	-129	13F-HR Timeline
DGS Capital Management, LLCin group DGS Capital Management, LLC	1,885	$366K	0.08%	-161	13F-HR Timeline Group
Glen Eagle Advisors, LLC	1,879	$365K	0.06%	0	13F-HR Timeline
Bay Capital Advisors, LLC	1,871	$363K	0.28%	-12	13F-HR Timeline
PITTENGER & ANDERSON INC	1,870	$363K	0.01%	0	13F-HR Timeline
IRONWOOD INVESTMENT MANAGEMENT LLC	1,867	$363K	0.18%	0	13F-HR Timeline
Pinnacle Bancorp, Inc.	1,865	$362K	0.11%	0	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	1,858	$361K	0.09%	-243	13F-HR Timeline
Single Point Partners, LLC	1,855	$360K	0.08%	-11	13F-HR Timeline
WASHINGTON TRUST Co	1,852	$360K	0.01%	-20	13F-HR Timeline
LJI Wealth Management, LLC	1,850	$359K	0.06%	0	13F-HR Timeline
PACK Private Wealth, LLC	1,842	$358K	0.19%	0	13F-HR Timeline
ShoreHaven Wealth Partners, LLC	1,836	$357K	0.15%	0	13F-HR Timeline
MBL Wealth, LLC	1,834	$356K	0.03%	0	13F-HR Timeline
Philip James Wealth Mangement, LLC	1,820	$353K	0.05%	+8	13F-HR Timeline
DAVIS R M INC	1,815	$353K	0.01%	+13	13F-HR Timeline
Portland Global Advisors LLC	1,811	$352K	0.04%	new	13F-HR Timeline
Cypress Capital Groupin group Cypress Capital Group	1,805	$351K	0.04%	0	13F-HR Timeline Group
GW&K Investment Management, LLC	1,804	$350K	<0.01%	0	13F-HR Timeline
Rathbones Group PLC	1,799	$349K	<0.01%	+52	13F-HR Timeline
McIlrath & Eck, LLC	1,796	$349K	0.04%	+2	13F-HR Timeline
Tanager Wealth Management LLP	1,791	$348K	0.04%	0	13F-HR Timeline
CWS Financial Advisors, LLC	1,790	$348K	0.1%	+6	13F-HR Timeline
LaFleur & Godfrey LLC	1,779	$346K	0.04%	0	13F-HR Timeline
KINGSWOOD WEALTH ADVISORS, LLC	1,779	$346K	0.03%	+22	13F-HR Timeline
Wealth Management Partners, LLC	1,751	$343K	0.12%	0	13F-HR Timeline
Vantage Point Financial LLC	1,765	$343K	0.15%	0	13F-HR Timeline
Madison Wealth Partners, Inc	1,763	$343K	0.07%	-20	13F-HR Timeline
Altus Wealth Management, LLC	1,761	$342K	0.16%	0	13F-HR Timeline
Fairway Wealth LLC	1,758	$341K	0.11%	0	13F-HR Timeline
Farmers National Bank	1,755	$341K	0.09%	-50	13F-HR Timeline
Park Edge Advisors, LLC	1,748	$340K	0.09%	-221	13F-HR Timeline
SACHEM HILL LLC	1,745	$339K	0.07%	-618	13F-HR Timeline
Forum Private Client Group LLC	1,743	$339K	0.13%	+3	13F-HR Timeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.	1,743	$339K	0.02%	-764	13F-HR Timeline Group
ACIMA PRIVATE WEALTH, LLC	1,743	$339K	0.12%	0	13F-HR Timeline
Wealthfront Advisers LLC	1,742	$338K	<0.01%	+101	13F-HR Timeline
RAINEY & RANDALL WEALTH ADVISORS INC.	1,739	$338K	0.06%	-7	13F-HR Timeline
MCF Advisors LLC	1,736	$337K	0.02%	-279	13F-HR Timeline
Alliance Wealth Management Group	1,725	$335K	0.09%	-113	13F-HR Timeline
United Advisor Group, LLC	1,723	$335K	0.06%	new	13F-HR Timeline
Riverbend Wealth Management, LLC	1,721	$334K	0.25%	+1	13F-HR Timeline
King Wealth Management Group	1,720	$334K	0.05%	0	13F-HR Timeline
Inscription Capital, LLC	1,717	$333K	0.05%	+205	13F-HR Timeline
Cordgrass Capital Advisors, LLC	1,715	$333K	0.09%	0	13F-HR Timeline
Stephenson & Company, Inc.	1,709	$332K	0.2%	-16	13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	1,706	$331K	0.1%	+6	13F-HR Timeline
Elequin Capital, LP	1,691	$328K	0.05%	-337	13F-HR Timeline
Emergent Wealth Advisors, LLC	1,689	$328K	0.21%	+7	13F-HR Timeline
Berkeley, Inc	1,686	$327K	0.12%	0	13F-HR Timeline
Elk River Wealth Management LLC	1,680	$326K	0.06%	-47	13F-HR Timeline
Team Hewins, LLC	1,678	$326K	0.12%	+14	13F-HR Timeline
Stablepoint Partners, LLC	1,673	$325K	0.06%	+7	13F-HR Timeline
Wells Trecaso Financial Group, LLC	1,671	$325K	0.1%	-300	13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	1,664	$323K	0.1%	0	13F-HR Timeline
Andina Capital Management, LLC	1,661	$323K	0.23%	-1,792	13F-HR Timeline
Aspire Private Capital, LLC	1,660	$322K	0.07%	0	13F-HR Timeline
MFA Wealth Services	1,660	$322K	0.24%	+7	13F-HR Timeline
Sharp Wealth Advisory, LLC	1,658	$322K	0.21%	0	13F-HR Timeline
James J. Burns & Company, LLC	1,656	$322K	0.05%	-4	13F-HR Timeline
BCGM Wealth Management, LLC	1,655	$321K	0.09%	+30	13F-HR Timeline
IBEX WEALTH ADVISORS	1,653	$321K	0.03%	new	13F-HR Timeline
Jackson, Grant Investment Advisers, Inc.	1,653	$321K	0.12%	0	13F-HR Timeline
Aerodigm Wealth, LLC	1,651	$321K	0.15%	+22	13F-HR Timeline
S.E.E.D. Planning Group LLC	1,649	$320K	0.1%	0	13F-HR Timeline
SteelPeak Wealth, LLC	1,640	$319K	0.01%	+109	13F-HR Timeline
Causey Wealth LLC	1,631	$317K	0.16%	0	13F-HR Timeline
JNBA Financial Advisors	1,628	$316K	0.03%	-53	13F-HR Timeline
CIBC WORLD MARKET INC.	1,623	$315K	<0.01%	-79	13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	1,621	$315K	<0.01%	+218	13F-HR Timeline Group
Laird Norton Wetherby Wealth Management…	1,621	$315K	0.01%		13F-HR Timeline
Principle Wealth Partners LLC	1,620	$315K	0.02%	0	13F-HR Timeline
Kondo Wealth Advisors, Inc.	1,605	$315K	0.14%	new	13F-HR Timeline
CoreCap Advisors, LLC	1,599	$311K	0.01%	+70	13F-HR Timeline
MATRIX PRIVATE CAPITAL GROUP LLC	1,593	$309K	0.18%	-32	13F-HR Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	1,588	$308K	<0.01%	-786	13F-HR Timeline Group
Pillar Financial Advisors, LLC	1,587	$308K	0.21%	0	13F-HR Timeline
Baker Ellis Asset Management LLC	1,587	$308K	0.04%	0	13F-HR Timeline
Coordinated Financial Services, Inc.	1,586	$308K	0.21%		13F-HR Timeline
Navigation Wealth Management, Inc.	1,581	$307K	0.45%	new	13F-HR Timeline
First PREMIER Bank	1,580	$306K	0.07%	0	13F-HR Timeline
IFG Advisors, LLC	1,572	$305K	0.05%	-306	13F-HR Timeline
FORT WASHINGTON INVESTMENT ADVISORS INC…	1,571	$305K	<0.01%	0	13F-HR Timeline
Pinnacle Wealth Management Group, Inc.	1,570	$305K	0.17%	-52	13F-HR Timeline
HM PAYSON & CO	1,569	$305K	<0.01%	+240	13F-HR Timeline
SPIREPOINT PRIVATE CLIENT, LLC	1,561	$303K	0.03%	0	13F-HR Timeline
ELEVATION POINT WEALTH PARTNERS, LLC	1,559	$303K	0.02%	+1	13F-HR/A Timeline
Watchman Group, Inc.	1,558	$303K	0.08%	0	13F-HR Timeline
Stonehearth Capital Management, LLC	1,553	$302K	0.12%	0	13F-HR Timeline
BIP Wealth, LLC	1,552	$301K	0.02%	-910	13F-HR Timeline
ALLIUM FINANCIAL ADVISORS, LLC	1,551	$301K	0.26%	0	13F-HR/A Timeline
DOLIVER ADVISORS, LP	1,550	$301K	0.08%	0	13F-HR Timeline
Point Windward Advisors Inc.	1,549	$301K	0.14%	0	13F-HR Timeline
Triad Wealth Partners, LLC	1,536	$298K	0.06%	0	13F-HR Timeline
SageView Advisory Group, LLC	1,502	$298K	0.01%	+3	13F-HR Timeline
Trust Co	1,531	$297K	0.03%	-1	13F-HR Timeline
EWA, LLC	1,528	$297K	0.09%	+4	13F-HR Timeline
Legacy Wealth Management, LLC	1,527	$297K	0.02%	0	13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	1,522	$296K	0.03%	new	13F-HR Timeline
Private Wealth Partners, LLC	1,509	$293K	0.02%	0	13F-HR Timeline
PLANWISER FINANCIAL, LLC	1,471	$292K	0.25%	0	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	1,500	$291K	0.04%	0	13F-HR Timeline
Boreal Capital Management LLC	1,500	$291K	0.24%		13F-HR Timeline
Wharton Business Group, LLC	1,496	$291K	0.01%	+55	13F-HR Timeline
Wealth Architects, LLC	1,497	$291K	0.03%	0	13F-HR Timeline
VESTOR CAPITAL, LLC	11,933	$289K	0.02%	+11,274	13F-HR Timeline
Franklin, Parlapiano, Turner & Welch, L…	1,485	$288K	0.08%	0	13F-HR Timeline
EASTERLY INVESTMENT PARTNERS LLC	1,484	$288K	0.02%	0	13F-HR Timeline
RIDGECREST WEALTH PARTNERS, LLC	1,480	$287K	0.15%	0	13F-HR Timeline
Stockman Wealth Management, Inc.	1,475	$286K	0.04%	-15	13F-HR Timeline
Alpha Cubed Investments, LLC	1,469	$285K	0.01%	-221	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	1,461	$284K	0.01%	0	13F-HR Timeline
EdgeRock Capital LLC	1,460	$284K	0.09%	new	13F-HR Timeline
XTX Topco Ltdin group XTX Topco Ltd	1,455	$283K	0.01%	new	13F-HR Timeline Group
MOODY LYNN LIEBERSON & WALKER, LLC	1,449	$281K	0.02%	0	13F-HR Timeline
Permanens Capital L.P.	1,442	$280K	0.04%	new	13F-HR Timeline
Arlington Financial Advisors, LLC	1,434	$279K	0.05%	-1,886	13F-HR Timeline
KEB ASSET MANAGEMENT, LLC	1,432	$278K	0.07%	0	13F-HR Timeline
Keebeck Wealth Management	1,430	$278K	0.04%	+107	13F-HR Timeline
Lakeridge Wealth Management LLC	1,427	$277K	0.13%	-1,380	13F-HR Timeline
WATERSHED PRIVATE WEALTH LLC	1,426	$277K	0.1%	new	13F-HR Timeline
Lokken Investment Group LLC	1,425	$277K	0.11%	+111	13F-HR Timeline
VERUS WEALTH MANAGEMENT, LLC	1,424	$277K	0.28%	0	13F-HR Timeline
Echo Wealth Management, LLC	1,423	$276K	0.17%	-5	13F-HR Timeline
Sollinda Capital Management LLC	1,423	$276K	0.07%	0	13F-HR Timeline
ROBERTS GLORE & CO INC /IL/	1,417	$275K	0.08%	0	13F-HR Timeline
Moran Wealth Management, LLC	1,417	$275K	0.01%	new	13F-HR Timeline
Granite Bay Wealth Management, LLC	1,416	$275K	0.09%	0	13F-HR Timeline
WealthTrust Axiom LLC	1,414	$275K	0.08%	0	13F-HR Timeline
Wilkins Miller Wealth Management, LLC	1,412	$274K	0.19%	0	13F-HR Timeline
Montis Financial, LLC	1,411	$274K	0.08%	+158	13F-HR Timeline
EnRich Financial Partners LLC	1,408	$273K	0.08%	0	13F-HR Timeline
Gemmer Asset Management LLC	1,406	$273K	0.02%	new	13F-HR Timeline
Gibbs Wealth Management	1,402	$272K	0.05%	new	13F-HR Timeline
FFT WEALTH MANAGEMENT LLC	1,398	$272K	0.05%	0	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	1,401	$272K	0.03%	+258	13F-HR Timeline
Mechanics Bank Trust Department	1,400	$272K	0.04%	0	13F-HR Timeline
Summit Investment Advisory Services, LLC	1,399	$272K	0.12%	0	13F-HR/A Timeline
Net Worth Advisory Group	1,389	$270K	0.06%	new	13F-HR Timeline
Strategic Financial Concepts, LLC	1,388	$270K	0.04%	-1,077	13F-HR Timeline
Koshinski Asset Management, Inc.	1,386	$269K	0.02%	0	13F-HR Timeline
Northwest Quadrant Wealth Management, L…	1,383	$269K	0.06%	+6	13F-HR Timeline
Formidable Asset Management, LLC	1,427	$269K	0.04%	0	13F-HR Timeline
Horst & Graben Wealth Management LLC	1,379	$268K	0.04%	+19	13F-HR Timeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…	1,379	$268K	0.05%	+124	13F-HR Timeline Group
NBT BANK, N.A.in group NBT BANK, N.A.	1,375	$267K	0.02%	0	13F-HR Timeline Group
PLANNING ALTERNATIVES LTD /ADV	1,373	$267K	0.04%	0	13F-HR Timeline
Ledyard National Bank	1,365	$265K	0.03%	-27	13F-HR Timeline
Smith Salley Wealth Management	1,362	$265K	0.02%	+10	13F-HR Timeline
Cornerstone Management, Inc.	1,358	$264K	0.05%	0	13F-HR Timeline
DONALDSON CAPITAL MANAGEMENT, LLC	1,353	$263K	0.01%	0	13F-HR Timeline
Traynor Capital Management, Inc.	1,334	$262K	0.02%	new	13F-HR Timeline
Grey Ledge Advisors, LLC	1,346	$262K	0.06%	+5	13F-HR Timeline
Fermata Advisors, LLC	1,345	$261K	0.07%	-81	13F-HR Timeline
GM Advisory Group, LLC	1,343	$261K	0.01%	+4	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	1,342	$261K	0.01%	+202	13F-HR Timeline
Beaird Harris Wealth Management, LLC	1,338	$260K	0.02%	-31	13F-HR Timeline
Selective Wealth Management, Inc.	1,324	$260K	0.09%	0	13F-HR Timeline
MOTCO	1,328	$260K	0.02%	0	13F-HR Timeline
LIBERTY WEALTH MANAGEMENT LLC	1,336	$259K	0.04%	new	13F-HR Timeline
Proactive Wealth Strategies LLC	1,335	$259K	0.12%	+6	13F-HR Timeline
HARMONY ASSET MANAGEMENT LLC	1,332	$259K	0.1%	0	13F-HR Timeline
Facet Wealth, Inc.	1,323	$259K	0.01%	new	13F-HR Timeline
Monument Capital Management	1,331	$259K	0.07%	0	13F-HR Timeline
Equita Financial Network, Inc.	1,330	$258K	0.1%	0	13F-HR Timeline
FourThought Financial Partners, LLC	1,323	$257K	0.03%	-90	13F-HR Timeline
Sicart Associates LLC	1,317	$256K	0.09%	0	13F-HR Timeline
Savvy Advisors, Inc.	1,317	$256K	0.02%	-1,005	13F-HR Timeline
Signature Wealth Management Partners, L…	1,314	$255K	0.15%	+6	13F-HR Timeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…	1,308	$254K	0.1%	-7,962	13F-HR Timeline
MorganRosel Wealth Management, LLC	1,307	$254K	0.07%	0	13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	1,306	$254K	0.09%	+708	13F-HR Timeline
Lansing Street Advisors	1,306	$254K	0.08%	+5	13F-HR Timeline
Alliance Wealth Advisors, LLC	1,295	$252K	0.14%	-50	13F-HR Timeline
FUTURE YOU WEALTH LLC	1,293	$251K	0.14%	0	13F-HR Timeline
Gordian Advisors LLC	1,293	$251K	0.18%	0	13F-HR Timeline
Activest Wealth Management	1,288	$250K	0.06%	-80	13F-HR Timeline
MTM Investment Management, LLC	1,280	$249K	0.08%	0	13F-HR Timeline
QTR Family Wealth, LLC	1,280	$249K	0.15%	+2	13F-HR Timeline
OAK FAMILY ADVISORS, LLC	1,279	$248K	0.09%	-65	13F-HR Timeline
Abacus Wealth Partners, LLC	1,279	$248K	0.04%	0	13F-HR Timeline
S.A. Mason LLC	1,277	$248K	0.12%	0	13F-HR Timeline
SK Wealth Management, LLC	1,262	$248K	0.11%	+32	13F-HR Timeline
Orion Capital Management LLC	1,274	$247K	0.09%	0	13F-HR Timeline
RMR Capital Management, LLC	1,273	$247K	0.18%	0	13F-HR Timeline
GREATMARK INVESTMENT PARTNERS, INC.	1,270	$247K	0.03%	0	13F-HR Timeline
Persium Advisors, LLC	1,269	$246K	0.2%	-323	13F-HR Timeline
Crews Bank & Trust	1,269	$246K	0.04%	0	13F-HR Timeline
PDS Planning, Inc	1,265	$246K	0.02%	-8	13F-HR Timeline
Gerber Kawasaki Wealth & Investment Man…	1,262	$245K	0.01%	-105	13F-HR Timeline
BlackDiamond Wealth Management, LLC	1,249	$245K	0.14%	new	13F-HR Timeline
GRANDFIELD & DODD, LLC	1,255	$244K	0.01%	0	13F-HR Timeline