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Disclosery

IWD ISHARES TR

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ETF (fund)

1,885 managers (1,909 13F filers) reported a position in IWD shares at 2026-03-31, 268,233,059 shares in all. 111 filers opened a position and 106 filers sold out during the quarter.

Managers
1,885
13F filers
1,909
New
111
Added
585
Reduced
708
Sold out
106
Shares held by filers
268,233,059

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Tortuga Wealth Management, Inc2,291$489K0.46%-813F-HRTimeline
Clayton Financial Group LLC2,275$486K0.25%+413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,270$485K0.06%+813F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC2,268$485K0.04%013F-HRTimeline
CWA Asset Management Group, LLC2,263$484K0.02%-1,39213F-HRTimeline
Tortoise Investment Management, LLC2,251$481K0.04%013F-HRTimeline
McNamara Financial Services, Inc.2,246$480K0.09%-11513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,240$479K0.09%+213F-HRTimeline
Towercrest Capital Management2,235$477K0.07%013F-HRTimeline
Integrated Advisors Network LLC2,229$476K0.02%-96813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,221$475K0.02%013F-HRTimeline
WRAPMANAGER INC2,218$474K0.16%013F-HRTimeline
Stanley-Laman Group, Ltd.2,216$473K0.06%-713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,209$472K0.08%+1413F-HRTimeline
Clarity Financial LLC2,209$472K0.05%013F-HRTimeline
Truepoint, Inc.2,208$472K0.01%-713F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,205$471K0.02%-21,97613F-HRTimeline
Essential Investment Partners LLC2,195$469K0.43%013F-HRTimeline
WORLD EQUITY GROUP, INC.2,188$468K0.12%+3313F-HRTimeline
Accretive Wealth Partners, LLC2,183$466K0.13%+2213F-HRTimeline
Rockwood Wealth Management, LLC2,181$466K0.03%013F-HRTimeline
Old Mission Investment Co LLC2,179$466K0.11%+613F-HRTimeline
Triangle Securities Wealth Management2,178$465K0.11%+13713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,176$465K0.05%+83613F-HRTimelineGroup
Centerpoint Advisors, LLC2,170$464K0.15%013F-HRTimeline
Hollow Brook Wealth Management LLC2,170$464K0.12%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.2,168$463K0.15%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,163$462K0.01%-2513F-HR/ATimeline
Perkins Coie Trust Co2,162$462K0.09%013F-HRTimeline
SC&H Financial Advisors, Inc.2,154$460K0.07%+613F-HRTimeline
Gibson Capital, LLC2,146$459K0.09%013F-HRTimeline
NVWM, LLC2,144$458K0.1%+1,04413F-HRTimeline
Impact Capital Partners LLC2,142$458K0.14%-3813F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.2,137$457K0.37%013F-HRTimeline
AssuredPartners Investment Advisors, LLC2,104$456K0.05%+7613F-HRTimeline
POWER WEALTH MANAGEMENT LLC2,131$455K0.17%013F-HRTimeline
GreatBanc Trust CO2,129$455K0.32%+75013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,128$455K0.04%013F-HRTimeline
Williams Jones Wealth Management, LLC.2,126$454K0.01%new13F-HRTimeline
Harbor Group, Inc.2,118$452K0.07%+413F-HRTimeline
Advisory Alpha, LLC2,110$451K0.01%+313F-HRTimeline
First Pacific Financial2,110$451K0.06%+1,36913F-HRTimeline
Bravias Capital Group, LLC2,104$450K0.29%-1513F-HRTimeline
Advyzon Investment Management, LLC2,102$449K0.04%+1,02413F-HRTimeline
Ballew Advisors, Inc2,011$449K0.25%-813F-HRTimeline
Cypress Wealth Services, LLC2,097$448K0.06%+113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,089$447K<0.01%+24913F-HRTimelineGroup
WILLNER & HELLER, LLC2,090$446K0.33%-2213F-HRTimeline
Warren Street Wealth Advisors, LLC2,088$446K0.11%-8613F-HRTimeline
Triad Wealth Partners, LLC2,084$445K0.04%-6513F-HRTimeline
Lee, Kelleher & Klein Wealth Management2,081$445K0.26%013F-HRTimeline
First Nebraska Trust Co2,077$444K0.04%013F-HRTimeline
Versant Capital Management, Inc2,071$443K0.04%+1,93313F-HRTimeline
Beacon Capital Management, LLC2,068$442K0.08%+713F-HRTimeline
Canal Capital Management, LLC2,065$441K0.06%+613F-HRTimeline
COFG Advisors, LLC2,063$441K0.11%+813F-HRTimeline
MSH Capital Advisors LLC2,061$440K0.09%-82513F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…2,060$440K0.02%013F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC1,930$439K0.41%-7913F-HRTimeline
Red Door Wealth Management, LLC2,056$439K0.05%013F-HRTimeline
Mason Investment Advisory Services, Inc.2,022$432K0.02%-1,50613F-HRTimeline
Clear Creek Financial Management, LLC2,012$430K0.03%-20213F-HRTimeline
Compound Planning, Inc.2,007$429K0.01%-31613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,005$429K0.11%+28713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,998$427K0.03%+513F-HRTimeline
Legacy Wealth Management, LLC1,984$424K0.02%013F-HRTimeline
LWM Advisory Services, LLC1,983$424K0.45%-4,73413F-HRTimeline
Gray Private Wealth, LLC1,970$421K0.21%013F-HRTimeline
Spartan Wealth Advisory Services LLC1,970$421K0.04%13F-HRTimeline
Alvarez & Marsal Private Wealth Partner…1,967$420K0.06%013F-HRTimeline
BRAUN STACEY ASSOCIATES INC1,965$420K0.01%+86713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,964$420K0.03%-413F-HRTimeline
Pasadena Private Wealth, LLC1,959$419K0.06%-21813F-HRTimeline
Elevation Wealth Management LLC1,959$419K0.38%-1,62313F-HRTimeline
Madison Wealth Partners, Inc1,952$417K0.07%+8013F-HRTimeline
Pinnacle Bancorp, Inc.1,950$417K0.12%+20713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,941$415K0.03%-16813F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,935$413K0.07%+15513F-HRTimelineGroup
DIVERSIFIED MANAGEMENT INC1,934$413K0.07%+31913F-HRTimeline
Coordinated Financial Services, Inc.1,933$413K0.24%013F-HRTimeline
Mascagni Wealth Management, Inc.1,930$412K0.29%013F-HRTimeline
NORTH DALLAS BANK & TRUST CO1,927$412K0.28%013F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC1,926$412K0.39%013F-HRTimeline
Institute for Wealth Management, LLC.1,925$411K0.04%-513F-HRTimeline
RENASANT BANK1,923$411K0.29%-2,22213F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,923$411K0.02%-23413F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,914$409K0.06%-56713F-HRTimeline
PUREfi Wealth, LLC1,914$409K0.27%-32313F-HRTimeline
Arbor Wealth Advisors LLC1,910$408K0.29%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,909$408K0.11%-17013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP1,900$406K<0.01%013F-HRTimelineGroup
Integris Wealth Management, LLC1,900$406K0.09%013F-HRTimeline
Plum Street Advisors, LLC1,899$406K0.14%013F-HRTimeline
ASL Financial, LLC1,897$405K0.32%-12413F-HRTimeline
PITTENGER & ANDERSON INC1,895$405K0.02%013F-HRTimeline
Facet Wealth, Inc.1,894$405K0.01%+4013F-HRTimeline
ARVEST INVESTMENTS, INC.1,889$404K0.06%-12,21513F-HRTimeline
Poehling Capital Management, INC.1,889$404K0.08%013F-HRTimeline
Riverstone Advisors, LLC1,883$402K0.2%new13F-HRTimeline
Glen Eagle Advisors, LLC1,879$402K0.06%013F-HRTimeline
Crewe Advisors LLC1,879$401K0.03%013F-HRTimeline
SteelPeak Wealth, LLC1,874$400K0.01%+81113F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC1,867$399K0.17%013F-HRTimeline
Plus Group Wealth Advisors LLC1,866$399K0.44%013F-HRTimeline
Abacus Wealth Partners, LLC1,857$397K0.04%013F-HRTimeline
WASHINGTON TRUST Co1,852$396K0.01%013F-HRTimeline
MCDONALD PARTNERS LLC1,850$395K0.09%013F-HRTimeline
Macco Financial Group, Inc.1,850$395K0.3%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,849$395K0.03%-60113F-HRTimelineGroup
PACK Private Wealth, LLC1,842$394K0.18%013F-HRTimeline
STRATEGIC PLANNING GROUP, LLC1,837$393K0.05%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC1,837$392K0.14%+113F-HRTimeline
Riverpoint Wealth Management Holdings, …1,833$392K0.08%013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.1,832$391K0.05%+413F-HRTimeline
Bay Capital Advisors, LLC1,832$391K0.24%-4213F-HRTimeline
Navigate Wealth Management, LLC1,724$389K0.27%13F-HRTimeline
Baring Financial LLC1,819$389K0.24%+26313F-HRTimeline
Cassia Capital Partners, LLC1,814$388K0.2%013F-HRTimeline
Financial Sense Advisors, Inc.1,812$387K0.08%new13F-HRTimeline
Harold Davidson & Associates Inc.1,810$387K0.19%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group1,805$386K0.04%013F-HRTimelineGroup
BANK OF HAWAII1,803$385K0.02%new13F-HRTimeline
GW&K Investment Management, LLC1,804$385K<0.01%013F-HRTimeline
CIBC WORLD MARKET INC.1,796$384K<0.01%+15013F-HRTimeline
NWF Advisory Services Inc.1,797$384K0.04%-31213F-HRTimeline
Symphony Financial, Ltd. Co.1,813$383K0.05%+51513F-HRTimeline
BAYBAN1,784$381K0.33%013F-HRTimeline
Arista Wealth Management, LLC1,780$380K0.05%013F-HRTimeline
Talisman Wealth Advisors LLC1,777$380K0.31%-22213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,774$379K0.01%+52313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Box Hill Private Wealth LLC1,772$379K0.37%new13F-HRTimeline
Matisse Capital1,764$377K0.16%+113F-HRTimeline
Altus Wealth Management, LLC1,761$376K0.17%013F-HRTimeline
Farmers National Bank1,755$375K0.08%013F-HRTimeline
SVB WEALTH LLC1,754$375K0.02%-55013F-HRTimeline
Elm Partners Management LLC1,785$374K0.02%+313F-HRTimeline
Park Edge Advisors, LLC1,748$373K0.09%013F-HRTimeline
SACHEM HILL LLC1,745$373K0.07%013F-HRTimeline
Fairway Wealth LLC1,745$373K0.1%013F-HRTimeline
Vantage Point Financial LLC1,744$373K0.13%+113F-HRTimeline
Wealth Management Partners, LLC1,735$371K0.11%+8213F-HRTimeline
Forum Private Client Group LLC1,727$369K0.12%+2013F-HRTimeline
Inscription Capital, LLC1,727$369K0.04%+313F-HRTimeline
MJP ASSOCIATES INC /ADV1,725$369K0.04%-12913F-HRTimeline
Alliance Wealth Management Group1,725$369K0.08%013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.1,722$368K0.06%013F-HRTimeline
Emergent Wealth Advisors, LLC1,712$366K0.22%+713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC1,705$364K0.06%-32813F-HRTimeline
Keebeck Wealth Management1,703$364K0.04%+36313F-HRTimeline
Plancorp, LLC1,632$362K0.01%013F-HRTimeline
LVW Advisors, LLC1,690$361K0.04%-35513F-HRTimeline
Retireful, LLC1,662$361K0.51%new13F-HRTimeline
Rathbones Group PLC1,684$360K<0.01%+2213F-HR/ATimeline
Clear Trail Advisors, LLC1,682$359K0.06%-9813F-HRTimeline
Sharp Wealth Advisory, LLC1,681$359K0.18%+2313F-HRTimeline
Team Hewins, LLC1,678$359K0.11%013F-HRTimeline
IBEX WEALTH ADVISORS1,675$358K0.03%new13F-HRTimeline
CATHY PARETO & ASSOCIATES, INC1,670$357K0.24%+613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,664$356K0.1%013F-HR/ATimeline
First Command Advisory Services, Inc.1,661$355K<0.01%+1013F-HRTimeline
Aspire Private Capital, LLC1,660$355K0.08%013F-HRTimeline
Heartland Bank & Trust Co1,654$353K0.08%new13F-HRTimeline
Fermata Advisors, LLC1,650$353K0.08%+30413F-HRTimeline
JNBA Financial Advisors1,649$352K0.03%013F-HRTimeline
S.E.E.D. Planning Group LLC1,649$352K0.1%013F-HRTimeline
BCGM Wealth Management, LLC1,644$351K0.09%+1513F-HRTimeline
APPLETON PARTNERS INC/MA1,639$350K0.02%013F-HRTimeline
Financial Life Planners1,638$350K0.27%-7513F-HRTimeline
Berkeley, Inc1,636$350K0.12%013F-HRTimeline
Causey Wealth LLC1,636$350K0.15%+213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,630$349K0.05%013F-HRTimeline
Aerodigm Wealth, LLC1,629$348K0.13%013F-HRTimeline
Align Financial, LLC1,626$347K0.2%-340,38713F-HRTimeline
Citizens Business Bank1,625$347K0.06%-20013F-HRTimeline
Kondo Wealth Advisors, Inc.1,617$346K0.13%+413F-HRTimeline
Permanens Capital L.P.1,617$346K0.04%+16113F-HRTimeline
Powerhouse Assets LLC1,615$345K0.3%013F-HRTimeline
Hansen & Associates Financial Group, In…1,596$344K0.19%-6,12213F-HRTimeline
TD Capital Management LLC1,606$343K0.03%+1,15213F-HRTimeline
Ledyard National Bank1,582$338K0.03%013F-HRTimeline
JB Capital LLC1,582$338K0.01%+3313F-HRTimeline
Riverbend Wealth Management, LLC1,581$338K0.21%-14213F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…1,485$338K0.08%013F-HRTimeline
Hamilton Wealth, LLC1,576$337K0.07%new13F-HR/ATimeline
ACIMA PRIVATE WEALTH, LLC1,570$335K0.11%013F-HRTimeline
James J. Burns & Company, LLC1,570$335K0.05%013F-HRTimeline
Csenge Advisory Group1,569$335K0.02%+4113F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC1,564$334K0.02%-14713F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,560$333K0.16%-2813F-HRTimeline
Cordgrass Capital Advisors, LLC1,559$333K0.08%013F-HRTimeline
Evernest Financial Advisors, LLC1,462$333K0.07%-1813F-HRTimeline
Trust Co1,557$333K0.03%013F-HRTimeline
Oliver Luxxe Assets LLC1,557$333K0.05%-12813F-HRTimeline
LaFleur & Godfrey LLC1,556$332K0.04%-7013F-HRTimeline
Stonehearth Capital Management, LLC1,553$332K0.13%013F-HRTimeline
Stephenson & Company, Inc.1,551$331K0.18%-4613F-HRTimeline
McClarren Financial Advisors, Inc.1,551$331K0.2%+7313F-HRTimeline
DOLIVER ADVISORS, LP1,550$331K0.08%013F-HRTimeline
King Wealth Management Group1,548$331K0.04%013F-HRTimeline
Point Windward Advisors Inc.1,549$331K0.17%013F-HRTimeline