IWD ISHARES TR

ETF (fund)

1,958 managers (1,982 13F filers) reported a position in IWD shares at 2026-06-30, 265,613,918 shares in all. 144 filers opened a position and 69 filers sold out during the quarter.

Managers: 1,958
13F filers: 1,982
New: 144
Added: 585
Reduced: 700
Sold out: 69
Shares held by filers: 265,613,918

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Stonehearth Capital Management, LLC	1,553	$376K	0.13%	0	13F-HR Timeline
DOLIVER ADVISORS, LP	1,550	$376K	0.09%	0	13F-HR Timeline
Point Windward Advisors Inc.	1,549	$376K	0.17%	0	13F-HR Timeline
King Wealth Management Group	1,548	$375K	0.04%	0	13F-HR Timeline
Balentine LLC	1,546	$375K	0.01%	0	13F-HR Timeline
Citizens Business Bank	1,545	$375K	0.06%	-80	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	1,535	$372K	0.01%	0	13F-HR Timeline
JT Stratford LLC	1,534	$372K	0.04%	0	13F-HR Timeline
Trust Co	1,531	$371K	0.03%	-26	13F-HR Timeline
Single Point Partners, LLC	1,528	$370K	0.07%	-3	13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	1,522	$369K	0.03%	0	13F-HR Timeline
Farmers National Bank	1,509	$366K	0.08%	-246	13F-HR Timeline
Oliver Luxxe Assets LLC	1,507	$365K	0.05%	-50	13F-HR Timeline
Legacy Wealth Management, LLC	1,504	$365K	0.02%	-480	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	1,500	$364K	0.04%	0	13F-HR Timeline
Boreal Capital Management LLC	1,500	$364K	0.27%	0	13F-HR Timeline
W1M Asset Management Ltd	1,498	$363K	<0.01%	+210	13F-HR Timeline
EWA, LLC	1,497	$363K	0.07%	-28	13F-HR Timeline
Wealth Architects, LLC	1,496	$363K	0.03%	-1	13F-HR Timeline
Wharton Business Group, LLC	1,496	$363K	0.01%	0	13F-HR Timeline
Institute for Wealth Management, LLC.	1,493	$362K	0.03%	-432	13F-HR Timeline
EAGLE ROCK INVESTMENT COMPANY, LLC	1,488	$361K	0.04%	-26	13F-HR Timeline
MEMBERS WEALTH LLC	1,487	$360K	0.2%	+157	13F-HR Timeline
Baker Ellis Asset Management LLC	1,486	$360K	0.04%	0	13F-HR Timeline
Franklin, Parlapiano, Turner & Welch, L…	1,485	$360K	0.08%	0	13F-HR Timeline
LaFleur & Godfrey LLC	1,484	$360K	0.04%	-72	13F-HR Timeline
EASTERLY INVESTMENT PARTNERS LLC	1,484	$360K	0.02%	0	13F-HR Timeline
LMCG INVESTMENTS, LLC	1,479	$359K	0.02%	0	13F-HR Timeline
EdgeRock Capital LLC	1,476	$358K	0.08%	-942	13F-HR Timeline
NFJ INVESTMENT GROUP, LLC	1,475	$358K	0.01%	+964	13F-HR Timeline
Evernest Financial Advisors, LLC	1,462	$354K	0.07%	0	13F-HR Timeline
Pinnacle Wealth Management Group, Inc.	1,459	$354K	0.17%	-36	13F-HR Timeline
Principle Wealth Partners LLC	1,453	$352K	0.02%	0	13F-HR Timeline
Mechanics Bank Trust Department	1,448	$351K	0.04%	+90	13F-HR Timeline
Trek Financial, LLC	1,447	$351K	0.02%	+10	13F-HR Timeline
Financial Alternatives, Inc	1,436	$348K	0.17%	0	13F-HR Timeline
Arlington Financial Advisors, LLC	1,434	$348K	0.04%	0	13F-HR Timeline
3Chopt Investment Partners, LLC	1,433	$347K	0.07%	+317	13F-HR Timeline
IFG Advisors, LLC	1,431	$347K	0.05%	+3	13F-HR Timeline
Prairie Wealth Advisors, Inc.	0	$346K	0.08%	new	13F-HR TimelineAmount filed as zero, left out of ratios.
Latitude Advisors, LLC	1,426	$346K	0.14%	+237	13F-HR Timeline
Praetorian Wealth Management, Inc.	1,425	$345K	0.06%	0	13F-HR Timeline
VERUS WEALTH MANAGEMENT, LLC	1,424	$345K	0.28%	0	13F-HR Timeline
Sollinda Capital Management LLC	1,423	$345K	0.07%	0	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	1,423	$345K	0.02%	-84	13F-HR Timeline
KEB ASSET MANAGEMENT, LLC	1,420	$344K	0.06%	0	13F-HR Timeline
Bright Futures Wealth Management, LLC.	1,419	$344K	0.22%	0	13F-HR Timeline
Campion Asset Management	1,419	$344K	0.21%	0	13F-HR Timeline
ROBERTS GLORE & CO INC /IL/	1,417	$344K	0.08%	0	13F-HR Timeline
WealthTrust Axiom LLC	1,414	$343K	0.08%	0	13F-HR Timeline
WATERSHED PRIVATE WEALTH LLC	1,413	$343K	0.1%	0	13F-HR Timeline
Wilkins Miller Wealth Management, LLC	1,412	$342K	0.19%	0	13F-HR Timeline
Northwest Quadrant Wealth Management, L…	1,406	$341K	0.06%	+5	13F-HR Timeline
SageView Advisory Group, LLC	1,403	$340K	0.01%	-119	13F-HR Timeline
Summit Investment Advisory Services, LLC	1,399	$339K	0.09%	0	13F-HR Timeline
Trilogy Capital Inc.	1,396	$338K	0.01%	+28	13F-HR Timeline
TFC Financial Management, Inc.	1,378	$334K	0.04%	+2	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	1,375	$333K	0.02%	0	13F-HR Timeline Group
Layline Advisors, LLC	1,373	$333K	0.3%	+7	13F-HR Timeline
Horst & Graben Wealth Management LLC	1,362	$332K	0.04%	0	13F-HR Timeline
NerdWallet Wealth Partners, LLC	1,370	$332K	0.11%	+77	13F-HR Timeline
SACHEM HILL LLC	1,367	$331K	0.06%	-378	13F-HR Timeline
MASECO LLP	1,361	$330K	0.01%	0	13F-HR Timeline
Watchman Group, Inc.	1,357	$329K	0.07%	-40	13F-HR Timeline
Simmons Bankin group Simmons Bank	1,353	$328K	0.02%	new	13F-HR Timeline Group
Cornerstone Management, Inc.	1,348	$327K	0.05%	-10	13F-HR Timeline
CFG Wealth Management Services, Inc.	1,527	$326K	0.31%	0	13F-HR Timeline
Keebeck Wealth Management	1,344	$326K	0.03%	-359	13F-HR Timeline
Alvarez & Marsal Private Wealth Partner…	1,340	$325K	0.04%	-627	13F-HR Timeline
Stephenson & Company, Inc.	1,336	$324K	0.15%	-215	13F-HR Timeline
WealthShield Partners, LLC	1,336	$324K	0.05%	-3,389	13F-HR Timeline
Fermata Advisors, LLC	1,331	$323K	0.07%	-319	13F-HR Timeline
Strategic Financial Partners, Ltd.	1,329	$322K	0.12%	-21	13F-HR Timeline
Portfolio Resources Advisor Group, Inc.	1,327	$322K	0.27%	0	13F-HR Timeline
Lansing Street Advisors	1,325	$321K	0.07%	+4	13F-HR Timeline
Sicart Associates LLC	1,317	$319K	0.08%	0	13F-HR Timeline
Tanglewood Wealth Management, Inc.	1,313	$318K	0.03%	0	13F-HR Timeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…	1,308	$317K	0.09%	0	13F-HR Timeline
MorganRosel Wealth Management, LLC	1,307	$317K	0.11%	0	13F-HR Timeline
VESTOR CAPITAL, LLC	5,911	$316K	0.02%	+5,161	13F-HR Timeline
Lakeridge Wealth Management LLC	1,301	$315K	0.12%	+1	13F-HR Timeline
MOODY LYNN LIEBERSON & WALKER, LLC	1,300	$315K	0.02%	-194	13F-HR Timeline
Pillar Financial Advisors, LLC	1,297	$314K	0.16%	-40	13F-HR Timeline
Foster Group, Inc.	1,296	$314K	0.01%	new	13F-HR Timeline
Clear Trail Advisors, LLC	1,294	$314K	0.05%	-388	13F-HR Timeline
ALLIUM FINANCIAL ADVISORS, LLC	1,291	$313K	0.2%	0	13F-HR Timeline
Wealthstar Advisors, LLC	1,286	$312K	0.16%	+280	13F-HR Timeline
MTM Investment Management, LLC	1,281	$311K	0.09%	0	13F-HR Timeline
Arista Wealth Management, LLC	1,279	$310K	0.03%	-501	13F-HR Timeline
S.A. Mason LLC	1,277	$310K	0.1%	0	13F-HR Timeline
TD Waterhouse Canada Inc.	1,269	$309K	<0.01%	+579	13F-HR Timeline
Orion Capital Management LLC	1,274	$309K	0.1%	0	13F-HR Timeline
RMR Capital Management, LLC	1,273	$309K	0.21%	0	13F-HR Timeline
Chicago Capital, LLC	1,272	$308K	0.01%	+204	13F-HR Timeline
PDS Planning, Inc	1,269	$308K	0.02%	-1	13F-HR Timeline
Wealthfront Advisers LLC	1,269	$308K	<0.01%	+40	13F-HR Timeline
Gemmer Asset Management LLC	1,267	$307K	0.02%	-57	13F-HR Timeline
Christensen, King & Associates Investme…	1,266	$307K	0.12%	0	13F-HR Timeline
One Wealth Advisors, LLC	1,264	$306K	0.03%	-100	13F-HR Timeline
OAK FAMILY ADVISORS, LLC	1,263	$306K	0.09%	0	13F-HR Timeline
Crews Bank & Trust	1,259	$305K	0.04%	-10	13F-HR Timeline
Elwood & Goetz Wealth Advisory Group, L…	1,258	$305K	0.05%	0	13F-HR Timeline
Kohmann Bosshard Financial Services, LLC	1,254	$304K	0.03%	+27	13F-HR Timeline
Persium Advisors, LLC	1,246	$302K	0.2%	0	13F-HR/A Timeline
Retirement Solution LLC	1,246	$302K	0.06%	+88	13F-HR Timeline
Penobscot Investment Management Company…	1,245	$302K	0.02%	0	13F-HR Timeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …	1,239	$300K	0.04%	0	13F-HR Timeline
CCM INVESTMENT ADVISERS LLC	1,235	$299K	0.02%	new	13F-HR Timeline
ATWOOD & PALMER INC	1,234	$299K	0.02%	0	13F-HR Timeline
Old North State Trust, LLC	1,232	$299K	0.15%	-34	13F-HR Timeline
Raab & Moskowitz Asset Management LLC	1,229	$298K	0.06%	-50	13F-HR Timeline
Greenhouse Wealth Management, LLC	1,221	$296K	0.21%	0	13F-HR Timeline
COZAD ASSET MANAGEMENT INC	1,221	$296K	0.02%	+34	13F-HR Timeline
ABNER HERRMAN & BROCK LLC	1,220	$296K	0.03%	0	13F-HR Timeline
Alliance Wealth Advisors, LLC	1,218	$295K	0.12%	0	13F-HR Timeline
PLANWISER FINANCIAL, LLC	1,217	$295K	0.21%	0	13F-HR Timeline
NOVEM GROUP	1,217	$295K	0.03%	+57	13F-HR Timeline
COMMONS CAPITAL, LLC	1,214	$294K	0.21%	+1	13F-HR Timeline
FORT WASHINGTON INVESTMENT ADVISORS INC…	1,213	$294K	<0.01%	+28	13F-HR Timeline
180 WEALTH ADVISORS, LLC	1,211	$294K	0.03%	+51	13F-HR Timeline
Heritage Wealth Management, Inc. /CA/	1,207	$293K	0.15%	0	13F-HR Timeline
Global Assets Advisory, LLC	1,195	$292K	0.06%	+253	13F-HR Timeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC	1,204	$292K	0.04%	-271	13F-HR Timeline Group
ELEVATION WEALTH PARTNERS, LLC	1,201	$291K	0.09%	-19	13F-HR Timeline
Addison Capital Co	1,200	$291K	0.05%	-90	13F-HR Timeline
HOWARD FINANCIAL SERVICES, LTD.	1,200	$291K	0.03%	0	13F-HR Timeline
Formidable Asset Management, LLC	1,349	$288K	0.05%	+3	13F-HR Timeline
ESL Trust Services, LLC	1,171	$284K	0.05%	+635	13F-HR Timeline
First PREMIER Bank	1,169	$283K	0.05%	0	13F-HR Timeline
Commonwealth Retirement Investments LLC	1,166	$283K	0.08%	0	13F-HR Timeline
SK Wealth Management, LLC	1,093	$282K	0.06%	+4	13F-HR Timeline
LIBERTY WEALTH MANAGEMENT LLC	1,319	$282K	0.04%	0	13F-HR Timeline
Falcon Wealth Planning	1,160	$281K	0.02%	-44	13F-HR Timeline
SP Asset Management LLC	1,159	$281K	0.02%	+4	13F-HR Timeline
Alpha Financial Partners LLC	1,158	$281K	0.15%	+4	13F-HR Timeline
PECAUT & CO.	1,156	$280K	0.09%	+1	13F-HR Timeline
Curated Wealth Partners LLC	1,150	$279K	0.03%	0	13F-HR/A Timeline
Kastel Capital Advisors, LLC	1,303	$278K	0.18%	0	13F-HR Timeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…	1,146	$278K	0.02%	0	13F-HR Timeline
FSM Wealth Advisors, LLC	1,136	$275K	0.03%	0	13F-HR Timeline
PATTEN & PATTEN INC/TN	1,135	$275K	0.01%	0	13F-HR Timeline
Elk River Wealth Management LLC	1,135	$275K	0.04%	-294	13F-HR Timeline
Timonier Family Office, LTD.	1,135	$275K	0.08%		13F-HR Timeline
Millennium Capital Advisors, LLC	1,134	$275K	0.15%	0	13F-HR Timeline
Kathmere Capital Management, LLC	1,133	$275K	0.01%	0	13F-HR Timeline
Addison Advisors LLC	1,132	$274K	0.13%	0	13F-HR Timeline
HARMONY ASSET MANAGEMENT LLC	1,132	$274K	0.07%	0	13F-HR Timeline
BANK OF HAWAII	1,132	$274K	0.01%	-671	13F-HR Timeline
Englebert Financial Advisers, LLC	1,131	$274K	0.27%	0	13F-HR Timeline
NORTHSTAR ASSET MANAGEMENT INC	1,128	$273K	0.08%	-62	13F-HR Timeline
Clayton Financial Group LLC	1,128	$273K	0.15%	-1,147	13F-HR Timeline
Factor Wealth Management LTD	1,123	$272K	0.04%	new	13F-HR Timeline
Tempo Wealth, LLC	1,118	$271K	0.04%	+4	13F-HR Timeline
Investment Research Partners LLC	1,114	$270K	0.09%	0	13F-HR Timeline
Insight Wealth Strategies, LLC	1,107	$270K	0.03%	+1	13F-HR Timeline
QTR Family Wealth, LLC	1,114	$270K	0.09%	+1	13F-HR Timeline
CDKV HOLDINGS LLC	1,111	$269K	0.21%	0	13F-HR Timeline
TRB Wealth Management, LLC	1,109	$269K	0.04%	0	13F-HR Timeline
Meridian Financial Partners LLC	1,087	$269K	0.09%	-224	13F-HR Timeline
Wealthquest Corp	1,107	$268K	0.02%	new	13F-HR Timeline
Monument Group Wealth Advisors, LLC	5,840	$268K	0.13%	+4,665	13F-HR Timeline
Objective Capital Management, LLC	1,104	$268K	0.24%	new	13F-HR Timeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	1,103	$267K	0.07%	new	13F-HR Timeline
FIRST AMERICAN BANK	1,100	$267K	0.01%	-27	13F-HR Timeline
V2 Financial group LLC	1,100	$267K	0.1%	0	13F-HR Timeline
KilterHowling LLC	1,098	$266K	0.12%	+3	13F-HR Timeline
TANDEMGROWTH FINANCIAL ADVISORS LLC	1,098	$266K	0.22%	0	13F-HR Timeline
Financial Advisory Corp	1,097	$266K	0.04%	new	13F-HR Timeline
First Pacific Financial	1,096	$266K	0.03%	-1,014	13F-HR Timeline
Asset One Wealth Management LLC	1,071	$265K	0.03%	-1	13F-HR Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.	1,090	$264K	0.05%	+92	13F-HR Timeline
Dunhill Financial, LLC	1,090	$264K	0.05%	+868	13F-HR Timeline
Stone Summit Wealth LLC	1,086	$263K	0.07%	0	13F-HR Timeline
Farringdon Capital, Ltd.	1,083	$263K	0.13%	-137	13F-HR Timeline
Values Added Financial LLC	1,083	$263K	0.09%	0	13F-HR Timeline
Roundview Capital LLC	1,082	$262K	0.01%	0	13F-HR Timeline
Garden State Investment Advisory Servic…	1,073	$260K	0.05%	-4	13F-HR Timeline
Investor's Fiduciary Advisor Network, L…	1,076	$260K	0.09%	-107	13F-HR Timeline
Laurel Wealth Advisors LLC	1,070	$259K	0.03%	0	13F-HR Timeline
Strategic Wealth Partners, Ltd.	1,070	$259K	0.02%	0	13F-HR Timeline
High Net Worth Advisory Group LLC	1,070	$259K	0.06%	0	13F-HR Timeline
Armstrong, Fleming & Moore, Inc	1,069	$259K	0.09%	+3	13F-HR Timeline
Braun-Bostich & Associates Inc.	1,067	$259K	0.14%	new	13F-HR Timeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC	1,066	$258K	0.02%	-40	13F-HR Timeline
Wellington Grp LLC	1,066	$258K	0.07%	+27	13F-HR/A Timeline
Pines Wealth Management, LLC	1,065	$258K	0.07%	-29	13F-HR Timeline
RETIREMITTEN FINANCIAL LLC	1,065	$258K	0.11%	+86	13F-HR Timeline
USAdvisors Wealth Management, LLC	1,065	$258K	0.07%	-165	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	1,063	$258K	0.01%	0	13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	1,060	$257K	0.01%	+335	13F-HR Timeline Group
Ballast Rock Private Wealth LLC	1,057	$256K	0.12%	new	13F-HR Timeline
BUILDER INVESTMENT GROUP INC /ADV	1,055	$256K	0.05%	0	13F-HR Timeline
Headland Capital, LLC	1,055	$256K	0.06%	0	13F-HR Timeline
CPR Investments Inc.	1,053	$255K	0.2%	new	13F-HR Timeline
DONALDSON CAPITAL MANAGEMENT, LLC	1,052	$255K	0.01%	-114	13F-HR Timeline
Barnes Wealth Management Group, Inc	1,052	$255K	0.12%	-31	13F-HR Timeline
Inspire Advisors, LLCin group Inspire Investing, LLC	1,052	$255K	0.02%	+17	13F-HR Timeline Group
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	1,050	$255K	0.04%	0	13F-HR Timeline
FORBES J M & CO LLP	1,050	$255K	0.02%	0	13F-HR Timeline
West Financial Advisors, LLC	1,049	$254K	0.04%	-21	13F-HR Timeline