Skip to content
Disclosery

IWD ISHARES TR

Follow

ETF (fund)

1,890 managers (1,913 13F filers) reported a position in IWD shares at 2025-12-31, 273,513,716 shares in all. 133 filers opened a position and 60 filers sold out during the quarter.

Managers
1,890
13F filers
1,913
New
133
Added
653
Reduced
547
Sold out
60
Shares held by filers
273,513,716

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Ellis Investment Partners, LLC2,326$489K0.09%-5813F-HRTimeline
Compound Planning, Inc.2,323$489K0.01%-4913F-HRTimeline
HT Partners LLC2,322$488K0.15%013F-HRTimeline
High Falls Advisors, Inc2,321$488K0.1%+9513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,318$488K0.03%-1013F-HRTimeline
Aufman Associates Inc2,310$486K0.25%013F-HRTimeline
Kovack Advisors, Inc.2,309$486K0.02%new13F-HR/ATimeline
Heritage Financial Services, LLC2,306$485K0.04%013F-HRTimeline
SVB WEALTH LLC2,304$485K0.03%013F-HRTimeline
Tortuga Wealth Management, Inc2,299$483K0.51%13F-HRTimeline
Alexis Investment Partners, LLC2,283$480K0.18%-8113F-HRTimeline
Fusion Capital, LLC2,280$480K0.13%+613F-HRTimeline
W1M Asset Management Ltd2,279$479K<0.01%new13F-HRTimeline
Clayton Financial Group LLC2,271$478K0.24%+2,13813F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC2,268$477K0.04%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,262$476K0.06%-1613F-HRTimeline
Tortoise Investment Management, LLC2,251$473K0.04%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,238$471K0.09%-99313F-HRTimeline
PUREfi Wealth, LLC2,237$471K0.36%-34513F-HRTimeline
Towercrest Capital Management2,235$470K0.07%013F-HRTimeline
Platform Technology Partners2,234$470K0.1%+113F-HRTimeline
Stanley-Laman Group, Ltd.2,223$468K0.06%-37313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,221$467K0.02%013F-HRTimeline
WRAPMANAGER INC2,218$467K0.16%013F-HRTimeline
Truepoint, Inc.2,215$466K0.01%013F-HRTimeline
Clear Creek Financial Management, LLC2,214$466K0.04%-313F-HRTimeline
Clarity Financial LLC2,209$465K0.04%013F-HRTimeline
Essential Investment Partners LLC2,195$462K0.43%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,195$462K0.08%+7813F-HRTimeline
HEARTLAND ADVISORS INC2,192$461K0.02%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,188$460K0.01%-1113F-HRTimeline
Rockwood Wealth Management, LLC2,181$459K0.03%-21013F-HRTimeline
Impact Capital Partners LLC2,180$459K0.14%-1813F-HRTimeline
Pasadena Private Wealth, LLC2,177$458K0.06%013F-HRTimeline
Warren Street Wealth Advisors, LLC2,174$457K0.13%013F-HRTimeline
Old Mission Investment Co LLC2,173$457K0.11%013F-HRTimeline
Hollow Brook Wealth Management LLC2,170$456K0.12%013F-HRTimeline
Centerpoint Advisors, LLC2,170$456K0.14%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.2,168$456K0.15%+51513F-HRTimeline
Perkins Coie Trust Co2,162$455K0.08%013F-HRTimeline
Accretive Wealth Partners, LLC2,161$455K0.13%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,157$454K0.02%+35513F-HRTimelineGroup
WORLD EQUITY GROUP, INC.2,155$453K0.13%-7413F-HRTimeline
Galvin, Gaustad & Stein, LLC2,151$452K0.04%-35813F-HRTimeline
Triad Wealth Partners, LLC2,149$452K0.04%+50413F-HRTimeline
SC&H Financial Advisors, Inc.2,148$452K0.07%-49313F-HRTimeline
Gibson Capital, LLC2,146$451K0.08%013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.2,137$449K0.37%013F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC2,009$449K0.44%13F-HRTimeline
POWER WEALTH MANAGEMENT LLC2,131$448K0.16%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,128$448K0.03%013F-HRTimeline
Planning Project LLC2,125$447K0.11%13F-HRTimeline
Bravias Capital Group, LLC2,119$446K0.27%-7213F-HRTimeline
Harbor Group, Inc.2,114$445K0.07%+99313F-HRTimeline
WILLNER & HELLER, LLC2,112$444K0.32%+1013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,109$444K0.03%+113F-HRTimeline
Advisory Alpha, LLC2,107$443K0.01%+313F-HRTimeline
NWF Advisory Services Inc.2,109$443K0.05%-4813F-HRTimeline
Evolution Wealth Advisors, LLC2,098$441K0.04%013F-HRTimeline
Cypress Wealth Services, LLC2,096$441K0.06%+47013F-HRTimeline
Fiduciary Alliance LLC2,091$440K0.03%+29113F-HRTimeline
Ballew Advisors, Inc2,019$439K0.25%-1,28713F-HRTimeline
Lee, Kelleher & Klein Wealth Management2,081$438K0.26%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,079$437K0.11%-22113F-HRTimeline
First Nebraska Trust Co2,077$437K0.04%013F-HRTimeline
Beacon Capital Management, LLC2,061$434K0.07%+14413F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…2,060$433K0.02%013F-HRTimeline
Canal Capital Management, LLC2,059$433K0.06%+913F-HRTimeline
Red Door Wealth Management, LLC2,056$432K0.04%013F-HRTimeline
COFG Advisors, LLC2,055$432K0.11%13F-HRTimeline
LVW Advisors, LLC2,045$430K0.04%+44513F-HRTimeline
Triangle Securities Wealth Management2,041$429K0.09%-813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Charles Schwab Trust Coin group Charles Schwab Trust Co2,036$428K0.03%+59713F-HRTimelineGroup
ORRSTOWN FINANCIAL SERVICES INC2,033$428K0.07%-10813F-HRTimeline
GREENWOOD GEARHART LLC2,029$427K0.02%-1,18613F-HRTimeline
Providence Capital Advisors, LLC2,029$427K0.07%-54013F-HRTimeline
AssuredPartners Investment Advisors, LLC2,028$427K0.06%+17013F-HRTimeline
ASL Financial, LLC2,021$425K0.33%13F-HRTimeline
FineMark National Bank & Trust2,016$424K0.01%+10213F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC1,926$422K0.37%13F-HRTimeline
Talisman Wealth Advisors LLC1,999$421K0.33%-50013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,993$419K0.03%+213F-HR/ATimeline
McIlrath & Eck, LLC1,987$418K0.04%+19013F-HRTimeline
Legacy Wealth Management, LLC1,984$417K0.02%+48013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,968$417K0.03%new13F-HRTimeline
Gray Private Wealth, LLC1,970$414K0.2%013F-HRTimeline
Alvarez & Marsal Private Wealth Partner…1,967$414K0.08%13F-HRTimeline
MAIRS & POWER INC1,962$413K<0.01%-11,92413F-HRTimeline
LJI Wealth Management, LLC1,962$413K0.06%new13F-HRTimeline
Rothschild Wealth LLC1,937$407K0.04%+2313F-HR/ATimeline
Facet Wealth, Inc.1,854$407K0.01%+44413F-HRTimeline
Coordinated Financial Services, Inc.1,933$407K0.23%+34713F-HRTimeline
Institute for Wealth Management, LLC.1,930$406K0.04%-1,16713F-HRTimeline
Mascagni Wealth Management, Inc.1,930$406K0.3%-2513F-HRTimeline
NORTH DALLAS BANK & TRUST CO1,927$405K0.26%13F-HRTimeline
MCF Advisors LLC1,926$405K0.02%+19013F-HRTimeline
Koshinski Asset Management, Inc.1,925$405K0.03%+67313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,918$404K0.02%+79413F-HRTimeline
Arbor Wealth Advisors LLC1,910$402K0.29%013F-HRTimeline
Horizon Investment Services, LLC1,902$400K0.14%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP1,900$400K0.01%013F-HRTimelineGroup
Integris Wealth Management, LLC1,900$400K0.09%013F-HRTimeline
Plum Street Advisors, LLC1,899$399K0.14%new13F-HRTimeline
PITTENGER & ANDERSON INC1,895$399K0.02%013F-HRTimeline
Poehling Capital Management, INC.1,889$397K0.08%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,880$395K0.01%+13213F-HRTimelineGroup
Glen Eagle Advisors, LLC1,879$395K0.05%013F-HRTimeline
Crewe Advisors LLC1,879$395K0.04%013F-HRTimeline
Bay Capital Advisors, LLC1,874$394K0.24%013F-HRTimeline
Madison Wealth Partners, Inc1,872$394K0.07%+4313F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC1,867$393K0.17%013F-HRTimeline
Plus Group Wealth Advisors LLC1,866$393K0.44%13F-HRTimeline
Abacus Wealth Partners, LLC1,857$391K0.04%+57813F-HRTimeline
MJP ASSOCIATES INC /ADV1,854$390K0.05%-174,30713F-HRTimeline
WASHINGTON TRUST Co1,852$390K0.01%013F-HRTimeline
MCDONALD PARTNERS LLC1,850$389K0.12%013F-HRTimeline
Strategic Financial Partners, Ltd.1,843$388K0.17%-30013F-HRTimeline
PACK Private Wealth, LLC1,842$387K0.18%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,840$387K<0.01%-2,41013F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC1,836$386K0.14%013F-HRTimeline
Riverpoint Wealth Management Holdings, …1,833$386K0.08%013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.1,828$385K0.05%+413F-HRTimeline
Citizens Business Bank1,825$384K0.06%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,821$383K0.07%+51513F-HRTimeline
Trek Financial, LLC1,819$383K0.02%+63213F-HRTimeline
Cassia Capital Partners, LLC1,814$382K0.21%-12213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group1,805$380K0.04%013F-HRTimelineGroup
GW&K Investment Management, LLC1,804$379K<0.01%013F-HRTimeline
BAYBAN1,784$375K0.33%13F-HRTimeline
Elm Partners Management LLC1,782$375K0.01%+313F-HR/ATimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,780$374K0.06%-3613F-HRTimelineGroup
Arista Wealth Management, LLC1,780$374K0.05%+73013F-HRTimeline
Clear Trail Advisors, LLC1,780$374K0.09%13F-HRTimeline
Tailwinds Wealth, LLC1,776$374K0.4%13F-HRTimeline
JT Stratford LLC1,771$373K0.05%+59613F-HRTimeline
Matisse Capital1,763$371K0.17%+113F-HRTimeline
Altus Wealth Management, LLC1,761$370K0.16%013F-HRTimeline
United Financial Planning Group LLC1,757$370K0.22%new13F-HRTimeline
Farmers National Bank1,755$369K0.08%013F-HRTimeline
Park Edge Advisors, LLC1,748$368K0.08%013F-HRTimeline
SACHEM HILL LLC1,745$367K0.07%013F-HRTimeline
Fairway Wealth LLC1,745$367K0.1%-3213F-HRTimeline
Vantage Point Financial LLC1,743$367K0.13%-2213F-HRTimeline
Pinnacle Bancorp, Inc.1,743$367K0.11%-2113F-HRTimeline
CWS Financial Advisors, LLC1,735$365K0.1%-6213F-HRTimeline
Alliance Wealth Management Group1,725$363K0.08%013F-HRTimeline
Inscription Capital, LLC1,724$363K0.04%+413F-HRTimeline
Riverbend Wealth Management, LLC1,723$362K0.23%+113F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,722$362K0.06%-1713F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,718$361K0.1%+613F-HRTimeline
Financial Life Planners1,713$360K0.26%-6213F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC1,711$360K0.02%new13F-HRTimeline
Forum Private Client Group LLC1,707$359K0.12%-1213F-HRTimeline
Emergent Wealth Advisors, LLC1,705$359K0.2%+813F-HRTimeline
Oliver Luxxe Assets LLC1,685$354K0.05%-25813F-HRTimeline
Gateway Wealth Partners, LLC1,682$354K0.04%new13F-HRTimeline
Team Hewins, LLC1,678$353K0.11%013F-HRTimeline
OBSIDIAN CIO, LLC1,666$350K0.52%-26813F-HRTimeline
CATHY PARETO & ASSOCIATES, INC1,664$350K0.24%+813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,664$350K0.1%013F-HRTimeline
Rathbones Group PLC1,662$350K<0.01%-13713F-HR/ATimeline
Elk River Wealth Management LLC1,662$350K0.06%-1813F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,661$349K0.35%13F-HRTimeline
EFG International AGin group EFG International AG1,661$349K0.01%13F-HRTimelineGroup
Aspire Private Capital, LLC1,660$349K0.08%013F-HRTimeline
Sharp Wealth Advisory, LLC1,658$349K0.18%013F-HRTimeline
Keudell/Morrison Wealth Management1,654$348K0.07%13F-HRTimeline
Wealth Management Partners, LLC1,653$348K0.1%-9813F-HRTimeline
Belvedere Trading LLC1,652$347K0.06%new13F-HRTimeline
First Command Advisory Services, Inc.1,651$347K<0.01%+31513F-HRTimeline
JNBA Financial Advisors1,649$347K0.03%+10113F-HRTimeline
S.E.E.D. Planning Group LLC1,649$347K0.1%013F-HRTimeline
CIBC WORLD MARKET INC.1,646$346K<0.01%+4913F-HRTimeline
First PREMIER Bank1,644$346K0.08%013F-HRTimeline
APPLETON PARTNERS INC/MA1,639$345K0.02%013F-HRTimeline
Berkeley, Inc1,636$344K0.11%013F-HRTimeline
Causey Wealth LLC1,634$344K0.16%+313F-HRTimeline
Plancorp, LLC1,632$343K0.01%013F-HRTimeline
BCGM Wealth Management, LLC1,629$343K0.09%+113F-HRTimeline
Aerodigm Wealth, LLC1,629$343K0.13%-2213F-HR/ATimeline
EAGLE ROCK INVESTMENT COMPANY, LLC1,628$342K0.05%+38813F-HRTimeline
LaFleur & Godfrey LLC1,626$342K0.04%-6413F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,630$342K0.05%new13F-HRTimeline
Powerhouse Assets LLC1,615$340K0.3%13F-HRTimeline
DIVERSIFIED MANAGEMENT INC1,615$340K0.08%13F-HRTimeline
Kondo Wealth Advisors, Inc.1,613$339K0.13%+413F-HRTimeline
Stephenson & Company, Inc.1,597$336K0.18%-1013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,589$334K<0.01%+113F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC1,588$334K0.17%+313F-HRTimeline
Ledyard National Bank1,582$333K0.03%-2013F-HRTimeline
Evernest Financial Advisors, LLC1,480$332K0.07%new13F-HRTimeline
SageView Advisory Group, LLC1,576$331K0.01%-113F-HRTimeline
Nicholas Hoffman & Company, LLC.1,574$331K0.01%-2613F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,570$330K0.1%-17313F-HRTimeline
Pinnacle Wealth Management Group, Inc.1,570$330K0.16%013F-HRTimeline
James J. Burns & Company, LLC1,570$330K0.05%-8613F-HRTimeline
Cordgrass Capital Advisors, LLC1,559$328K0.08%-15613F-HRTimeline
Watchman Group, Inc.1,558$328K0.08%013F-HRTimeline
Trust Co1,557$327K0.03%+2613F-HRTimeline
Baring Financial LLC1,556$327K0.2%-2,31713F-HRTimeline