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IWD ISHARES TR

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ETF (fund)

1,736 managers (1,757 13F filers) reported a position in IWD shares at 2025-09-30, 255,073,325 shares in all. 94 filers opened a position and 65 filers sold out during the quarter.

Managers
1,736
13F filers
1,757
New
94
Added
554
Reduced
622
Sold out
65
Shares held by filers
255,073,325

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
ALLSTATE CORPin group ALLSTATE CORP1,900$387K0.01%-35013F-HRTimelineGroup
Integris Wealth Management, LLC1,900$387K0.09%013F-HRTimeline
PITTENGER & ANDERSON INC1,895$386K0.01%+2513F-HRTimeline
Poehling Capital Management, INC.1,889$385K0.08%013F-HRTimeline
Glen Eagle Advisors, LLC1,879$383K0.05%013F-HRTimeline
Crewe Advisors LLC1,879$383K0.04%+68313F-HRTimeline
Bay Capital Advisors, LLC1,874$381K0.25%+313F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC1,867$380K0.17%013F-HRTimeline
Laird Norton Wetherby Wealth Management…1,864$379K0.02%+24313F-HRTimeline
AssuredPartners Investment Advisors, LLC1,858$378K0.08%013F-HRTimeline
WASHINGTON TRUST Co1,852$377K0.01%013F-HRTimeline
MCDONALD PARTNERS LLC1,850$377K0.11%-6513F-HRTimeline
PACK Private Wealth, LLC1,842$375K0.18%013F-HRTimeline
ShoreHaven Wealth Partners, LLC1,836$374K0.14%013F-HRTimeline
MBL Wealth, LLC1,834$373K0.03%013F-HRTimeline
Riverpoint Wealth Management Holdings, …1,833$373K0.08%-50713F-HRTimeline
Madison Wealth Partners, Inc1,829$372K0.07%+6613F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.1,824$371K0.05%-6613F-HRTimeline
Single Point Partners, LLC1,820$371K0.08%-3513F-HRTimeline
Campion Asset Management1,818$370K0.26%-12513F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,816$370K0.07%-6913F-HRTimelineGroup
Portland Global Advisors LLC1,811$369K0.04%013F-HRTimeline
Wealthfront Advisers LLC1,809$368K<0.01%+6713F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group1,805$367K0.04%013F-HRTimelineGroup
GW&K Investment Management, LLC1,804$367K<0.01%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,802$367K0.02%+5913F-HRTimelineGroup
Fiduciary Alliance LLC1,800$366K0.02%-16513F-HRTimeline
Rathbones Group PLC1,799$366K<0.01%013F-HRTimeline
McIlrath & Eck, LLC1,797$366K0.04%+113F-HRTimeline
CWS Financial Advisors, LLC1,797$366K0.1%+713F-HRTimeline
Elm Partners Management LLC1,779$362K0.01%+64913F-HR/ATimeline
Fairway Wealth LLC1,777$362K0.1%+1913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,776$362K0.03%-24913F-HRTimelineGroup
Financial Life Planners1,775$361K0.24%-29713F-HRTimeline
Vantage Point Financial LLC1,765$359K0.14%013F-HRTimeline
Pinnacle Bancorp, Inc.1,764$359K0.11%-10113F-HRTimeline
Matisse Capital1,762$359K0.16%-24813F-HRTimeline
Altus Wealth Management, LLC1,761$359K0.16%013F-HRTimeline
Farmers National Bank1,755$357K0.08%013F-HRTimeline
Wealth Management Partners, LLC1,751$356K0.11%013F-HRTimeline
Sunbelt Securities, Inc.1,749$356K0.02%-4,65213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,748$356K0.01%-22513F-HRTimelineGroup
Park Edge Advisors, LLC1,748$356K0.08%013F-HRTimeline
SACHEM HILL LLC1,745$355K0.07%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,743$355K0.11%013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,739$354K0.06%013F-HRTimeline
MCF Advisors LLC1,736$353K0.02%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,728$352K0.05%-1,35013F-HRTimeline
Alliance Wealth Management Group1,725$351K0.08%013F-HRTimeline
Riverbend Wealth Management, LLC1,722$351K0.24%+113F-HRTimeline
Inscription Capital, LLC1,720$350K0.04%+313F-HRTimeline
Forum Private Client Group LLC1,719$350K0.12%-2413F-HRTimeline
Cordgrass Capital Advisors, LLC1,715$349K0.09%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,712$348K0.09%+613F-HRTimeline
Emergent Wealth Advisors, LLC1,697$345K0.2%+813F-HRTimeline
LaFleur & Godfrey LLC1,690$344K0.04%-8913F-HRTimeline
Elk River Wealth Management LLC1,680$342K0.05%013F-HRTimeline
Team Hewins, LLC1,678$342K0.12%013F-HRTimeline
IFG Advisors, LLC1,676$341K0.06%+10413F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,664$339K0.1%013F-HRTimeline
EFG Private Wealth Management (Americas…1,661$338K0.06%new13F-HRTimeline
IBEX WEALTH ADVISORS1,660$338K0.03%+713F-HRTimeline
Aspire Private Capital, LLC1,660$338K0.07%013F-HR/ATimeline
Sharp Wealth Advisory, LLC1,658$338K0.18%013F-HRTimeline
Global Trust Asset Management, LLC1,657$337K0.15%-33513F-HRTimeline
CATHY PARETO & ASSOCIATES, INC1,656$337K0.25%-36813F-HRTimeline
James J. Burns & Company, LLC1,656$337K0.05%013F-HRTimeline
Aerodigm Wealth, LLC1,651$337K0.14%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,653$336K0.11%013F-HRTimeline
S.E.E.D. Planning Group LLC1,649$336K0.1%013F-HRTimeline
Triad Wealth Partners, LLC1,645$335K0.04%+10913F-HRTimeline
First PREMIER Bank1,644$334K0.08%+6413F-HRTimeline
APPLETON PARTNERS INC/MA1,639$334K0.02%new13F-HRTimeline
Berkeley, Inc1,636$333K0.11%-5013F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,634$333K0.07%+20213F-HRTimeline
Plancorp, LLC1,632$332K0.01%-1,18613F-HRTimeline
Causey Wealth LLC1,631$332K0.16%013F-HRTimeline
BCGM Wealth Management, LLC1,628$331K0.09%-2713F-HRTimeline
Cypress Wealth Services, LLC1,626$331K0.05%new13F-HRTimeline
Principle Wealth Partners LLC1,620$330K0.02%013F-HRTimeline
Cullen Capital Management, LLC1,616$329K<0.01%new13F-HRTimeline
King Wealth Management Group1,609$328K0.04%-11113F-HRTimeline
Kondo Wealth Advisors, Inc.1,609$328K0.13%+413F-HRTimeline
Stephenson & Company, Inc.1,607$327K0.19%-10213F-HRTimeline
Ledyard National Bank1,602$326K0.03%+23713F-HRTimeline
LVW Advisors, LLC1,600$326K0.03%-39113F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,600$326K<0.01%+50013F-HRTimeline
Nicholas Hoffman & Company, LLC.1,600$326K0.01%+13913F-HRTimeline
CIBC WORLD MARKET INC.1,597$325K<0.01%-2613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,588$323K<0.01%013F-HRTimelineGroup
Baker Ellis Asset Management LLC1,587$323K0.04%013F-HRTimeline
Coordinated Financial Services, Inc.1,586$323K0.21%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,585$323K0.17%-813F-HRTimeline
Nvest Financial, LLC1,582$322K0.19%-2,73113F-HRTimeline
SageView Advisory Group, LLC1,577$321K0.01%+7513F-HRTimeline
Pinnacle Wealth Management Group, Inc.1,570$320K0.16%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,561$318K0.03%013F-HRTimeline
Watchman Group, Inc.1,558$317K0.08%013F-HRTimeline
Stonehearth Capital Management, LLC1,553$316K0.12%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,552$316K0.04%+21613F-HRTimeline
DOLIVER ADVISORS, LP1,550$316K0.08%013F-HRTimeline
Point Windward Advisors Inc.1,549$315K0.15%013F-HRTimeline
JNBA Financial Advisors1,548$315K0.03%-8013F-HRTimeline
EWA, LLC1,535$312K0.09%+713F-HRTimeline
SteelPeak Wealth, LLC1,531$312K0.01%-10913F-HRTimeline
Trust Co1,531$312K0.03%013F-HRTimeline
EdgeRock Capital LLC1,528$311K0.09%+6813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,522$310K0.03%013F-HRTimeline
Smith Salley Wealth Management1,517$309K0.02%+15513F-HRTimeline
Private Wealth Partners, LLC1,509$307K0.02%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,505$306K0.02%-2,30013F-HRTimeline
Legacy Wealth Management, LLC1,504$306K0.02%-2313F-HRTimeline
Balentine LLC1,503$306K0.01%-99513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,500$305K0.04%013F-HRTimeline
Boreal Capital Management LLC1,500$305K0.25%013F-HRTimeline
ABNER HERRMAN & BROCK LLC1,500$305K0.03%new13F-HRTimeline
Wealth Architects, LLC1,497$305K0.03%013F-HRTimeline
Wharton Business Group, LLC1,496$305K0.01%013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…1,485$302K0.08%013F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC1,484$302K0.02%013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC1,480$301K0.14%013F-HRTimeline
Stockman Wealth Management, Inc.1,475$300K0.04%013F-HRTimeline
PLANWISER FINANCIAL, LLC1,471$300K0.24%013F-HRTimeline
Cardinal Point Capital Management ULC1,484$299K0.02%new13F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,449$295K0.02%013F-HRTimeline
Permanens Capital L.P.1,449$295K0.04%+713F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co1,439$293K0.02%+28413F-HRTimelineGroup
Arlington Financial Advisors, LLC1,434$292K0.04%013F-HRTimeline
Lakeridge Wealth Management LLC1,429$291K0.13%+213F-HRTimeline
Lokken Investment Group LLC1,425$290K0.1%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC1,424$290K0.27%013F-HRTimeline
Echo Wealth Management, LLC1,423$290K0.17%013F-HRTimeline
Sollinda Capital Management LLC1,423$290K0.08%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC1,422$290K0.09%-413F-HRTimeline
Revolve Wealth Partners, LLC1,420$289K0.03%new13F-HRTimeline
Bright Futures Wealth Management, LLC.1,419$289K0.23%13F-HRTimeline
ROBERTS GLORE & CO INC /IL/1,417$288K0.08%013F-HRTimeline
WealthTrust Axiom LLC1,414$288K0.08%013F-HRTimeline
Wilkins Miller Wealth Management, LLC1,412$287K0.18%013F-HRTimeline
Facet Wealth, Inc.1,410$287K0.01%+8713F-HRTimeline
EnRich Financial Partners LLC1,408$287K0.08%013F-HRTimeline
Mechanics Bank Trust Department1,400$285K0.04%013F-HRTimeline
Summit Investment Advisory Services, LLC1,399$285K0.11%013F-HR/ATimeline
Gemmer Asset Management LLC1,398$285K0.02%-813F-HRTimeline
Csenge Advisory Group1,393$284K0.01%-3,78613F-HRTimeline
Andina Capital Management, LLC1,390$283K0.16%-27113F-HRTimeline
Northwest Quadrant Wealth Management, L…1,389$283K0.06%+613F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,387$282K0.03%-1413F-HRTimeline
Crumly & Associates Inc.1,386$282K0.06%-3,02313F-HRTimeline
Horst & Graben Wealth Management LLC1,379$281K0.04%013F-HRTimeline
GreatBanc Trust CO1,379$281K0.19%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,375$280K0.02%013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC1,373$280K0.02%+3513F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV1,373$280K0.04%013F-HRTimeline
Granite Bay Wealth Management, LLC1,369$279K0.07%-4713F-HRTimeline
Formidable Asset Management, LLC1,425$277K0.04%-213F-HRTimeline
Cornerstone Management, Inc.1,358$276K0.05%013F-HRTimeline
Savvy Advisors, Inc.1,358$276K0.01%+4113F-HRTimeline
Grey Ledge Advisors, LLC1,357$276K0.06%+1113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC1,353$275K0.01%013F-HRTimeline
Sterling Investment Counsel, LLC1,348$275K0.09%new13F-HRTimeline
Fermata Advisors, LLC1,345$274K0.07%013F-HRTimeline
Proactive Wealth Strategies LLC1,345$274K0.12%+1013F-HRTimeline
Keebeck Wealth Management1,340$273K0.03%-9013F-HRTimeline
Pillar Financial Advisors, LLC1,337$272K0.17%-25013F-HRTimeline
First Command Advisory Services, Inc.1,336$272K<0.01%+1,01413F-HRTimeline
Traynor Capital Management, Inc.1,335$272K0.02%+113F-HRTimeline
Equita Financial Network, Inc.1,334$272K0.09%+413F-HRTimeline
Selective Wealth Management, Inc.1,324$271K0.09%013F-HRTimeline
Christensen, King & Associates Investme…1,330$271K0.12%+10313F-HRTimeline
HM PAYSON & CO1,329$271K<0.01%-24013F-HRTimeline
Addison Advisors LLC1,327$270K0.06%+7713F-HRTimeline
Signature Wealth Management Partners, L…1,319$269K0.14%+513F-HRTimeline
Sicart Associates LLC1,317$268K0.07%013F-HRTimeline
Lansing Street Advisors1,311$267K0.07%+513F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,308$266K0.09%013F-HRTimeline
Providence First Trust Co1,307$266K0.09%-75013F-HRTimeline
MorganRosel Wealth Management, LLC1,307$266K0.07%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,306$266K0.05%013F-HRTimeline
NerdWallet Wealth Partners, LLC1,293$263K0.13%13F-HRTimeline
Gordian Advisors LLC1,293$263K0.18%013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC1,291$263K0.22%-26013F-HRTimeline
MEMBERS WEALTH LLC1,284$262K0.17%13F-HRTimeline
COZAD ASSET MANAGEMENT INC1,284$261K0.02%-67713F-HRTimeline
MTM Investment Management, LLC1,280$261K0.08%013F-HRTimeline
Raab & Moskowitz Asset Management LLC1,279$260K0.06%new13F-HRTimeline
OAK FAMILY ADVISORS, LLC1,279$260K0.08%013F-HRTimeline
Abacus Wealth Partners, LLC1,279$260K0.04%013F-HRTimeline
S.A. Mason LLC1,277$260K0.11%013F-HRTimeline
Orion Capital Management LLC1,274$259K0.09%013F-HRTimeline
RMR Capital Management, LLC1,273$259K0.18%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.1,270$259K0.03%013F-HRTimeline
Persium Advisors, LLC1,269$258K0.19%013F-HRTimeline
Crews Bank & Trust1,269$258K0.04%013F-HRTimeline
Old North State Trust, LLC1,266$258K0.16%-96313F-HRTimeline
SK Wealth Management, LLC1,265$258K0.1%+313F-HRTimeline
PDS Planning, Inc1,265$257K0.02%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…1,260$257K<0.01%-31113F-HRTimeline
LYRICAL ASSET MANAGEMENT LP1,258$256K<0.01%+18313F-HRTimeline
GRANDFIELD & DODD, LLC1,255$256K0.01%013F-HRTimeline