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Disclosery

IWD ISHARES TR

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ETF (fund)

1,718 managers (1,740 13F filers) reported a position in IWD shares at 2024-12-31, 278,188,134 shares in all. 121 filers opened a position and 72 filers sold out during the quarter.

Managers
1,718
13F filers
1,740
New
121
Added
612
Reduced
482
Sold out
72
Shares held by filers
278,188,134

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Sicart Associates LLC1,317$244K0.09%-3013F-HRTimeline
Five Oceans Advisors1,315$243K0.11%-65613F-HRTimeline
Lokken Investment Group LLC1,314$243K0.11%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,308$242K0.1%013F-HRTimeline
Lansing Street Advisors1,296$240K0.08%new13F-HRTimeline
FUTURE YOU WEALTH LLC1,293$239K0.17%13F-HRTimeline
Gordian Advisors LLC1,293$239K0.19%-15313F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC1,294$239K<0.01%new13F-HR/ATimeline
Clark Capital Management Group, Inc.1,290$239K<0.01%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC1,283$237K0.13%+2113F-HRTimeline
Keebeck Wealth Management1,282$237K0.03%+3213F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,248$237K0.22%013F-HRTimeline
MTM Investment Management, LLC1,279$237K0.09%+7813F-HRTimeline
Abacus Wealth Partners, LLC1,279$237K0.04%new13F-HRTimeline
Crews Bank & Trust1,279$237K0.04%13F-HRTimeline
S.A. Mason LLC1,277$236K0.12%013F-HRTimeline
Orion Capital Management LLC1,274$236K0.1%013F-HRTimeline
ORG Partners LLC1,273$236K0.03%+45513F-HRTimeline
RMR Capital Management, LLC1,273$236K0.18%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.1,270$235K0.03%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,267$235K0.02%013F-HRTimeline
Archer Investment Management, LLC1,267$235K0.14%13F-HRTimeline
FSM Wealth Advisors, LLC1,233$234K0.06%+113F-HRTimeline
New Century Financial Group, LLC1,256$234K0.1%+713F-HRTimeline
LPF Advisors LLC1,263$234K0.2%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC1,255$232K0.01%-1,14113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,254$232K0.01%-4513F-HRTimeline
Addison Advisors LLC1,250$231K0.06%013F-HRTimeline
PATTEN & PATTEN INC/TN1,246$231K0.02%-9813F-HRTimeline
Single Point Partners, LLC1,242$230K0.05%new13F-HRTimeline
Windsor Advisory Group, LLC1,238$229K0.27%+65213F-HRTimeline
ATWOOD & PALMER INC1,234$228K0.02%013F-HRTimeline
SK Wealth Management, LLC1,227$227K0.12%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,226$227K0.05%13F-HRTimeline
Signature Wealth Management Partners, L…1,223$226K0.16%+5513F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,223$226K0.17%013F-HRTimeline
Greenhouse Wealth Management, LLC1,221$226K0.15%-713F-HRTimeline
Sharper & Granite LLC1,219$226K0.1%013F-HRTimeline
Werba Rubin Papier Wealth Management1,218$225K0.05%013F-HRTimeline
Alpha Financial Partners LLC1,216$225K0.18%new13F-HRTimeline
BRAUN STACEY ASSOCIATES INC1,214$225K0.01%-213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1,213$225K0.21%13F-HRTimeline
Beacon Bank & Trust1,213$225K0.05%013F-HRTimeline
Coastal Bridge Advisors, LLC1,212$224K0.06%-4,22613F-HRTimeline
COMMONS CAPITAL, LLC1,206$223K0.2%+113F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK1,205$223K0.12%new13F-HRTimeline
Wealthfront Advisers LLC1,205$223K<0.01%new13F-HR/ATimeline
Missouri Trust & Investment Co1,200$222K0.08%013F-HRTimeline
LongView Wealth Management1,200$222K0.07%013F-HRTimeline
GC Wealth Management RIA, LLC1,198$222K0.04%-37013F-HRTimeline
LEIGH BALDWIN & CO., LLC1,197$222K0.19%13F-HR/ATimeline
Pines Wealth Management, LLC1,205$221K0.1%13F-HRTimeline
Trek Financial, LLC1,187$220K0.02%013F-HRTimeline
Roundview Capital LLC1,185$219K0.02%013F-HRTimeline
HOURGLASS CAPITAL, LLC1,185$219K0.06%013F-HRTimeline
WBH ADVISORY INC1,180$218K0.02%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,173$217K0.02%013F-HRTimeline
WINTRUST INVESTMENTS LLC1,172$217K0.19%-1,15713F-HRTimeline
BCS Wealth Management1,172$217K0.05%new13F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,172$217K0.03%13F-HRTimeline
FourThought Financial Partners, LLC1,166$216K0.02%013F-HRTimeline
SageView Advisory Group, LLC1,166$216K0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC1,166$216K0.09%013F-HRTimeline
Savvy Advisors, Inc.1,165$216K0.03%013F-HRTimeline
Enterprise Bank & Trust Co1,164$215K0.07%013F-HRTimeline
Community Financial Services Group, LLC1,163$215K0.04%-5113F-HRTimeline
Rappaport Reiches Capital Management, L…1,163$215K0.06%013F-HRTimeline
Financial Advisory Corp1,161$215K0.04%13F-HRTimeline
Brookmont Capital Management1,144$212K0.11%-2713F-HRTimeline
Texas Capital Bancshares Inc/TX1,144$212K0.09%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,143$212K0.04%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,138$211K0.01%-55513F-HR/ATimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,082$210K0.08%13F-HRTimeline
Northern Financial Advisors Inc1,134$210K0.17%013F-HRTimeline
Millennium Capital Advisors, LLC1,134$210K0.14%013F-HRTimeline
Pacifica Partners Inc.1,135$210K0.09%-30013F-HRTimeline
Probity Advisors, Inc.1,124$208K0.04%013F-HRTimeline
Insight Wealth Strategies, LLC1,119$207K0.03%+113F-HRTimeline
KilterHowling LLC1,071$207K0.12%+613F-HRTimeline
Bluespring Wealth Management, LLC1,116$207K0.02%013F-HRTimeline
Kathmere Capital Management, LLC1,103$204K0.02%013F-HRTimeline
Inlet Private Wealth, LLC1,102$204K0.05%013F-HRTimeline
High Net Worth Advisory Group LLC1,101$204K0.06%-2813F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,100$204K<0.01%-45,00013F-HRTimeline
NVWM, LLC1,100$204K0.05%013F-HRTimeline
V2 Financial group LLC1,100$204K0.12%013F-HRTimeline
Seneschal Advisors, LLC1,099$203K0.17%13F-HRTimeline
Falcon Wealth Planning1,095$203K0.02%+413F-HRTimeline
Blue Investment Partners LLC1,092$202K0.07%013F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC1,091$202K0.01%new13F-HRTimeline
Bluesphere Advisors LLC1,091$202K0.1%+513F-HRTimeline
Monument Group Wealth Advisors, LLC1,089$202K0.14%013F-HRTimeline
Values Added Financial LLC1,083$200K0.12%013F-HRTimeline
West Financial Advisors, LLC1,070$198K0.04%+71913F-HRTimeline
Copia Wealth Management1,055$195K0.19%13F-HRTimeline
Robinswood Financial LLC1,049$194K0.07%-31713F-HRTimeline
Luken Investment Analytics, LLC1,047$194K0.09%013F-HRTimeline
Smartleaf Asset Management LLC1,023$189K0.02%+23213F-HRTimeline
Hurley Capital, LLC1,006$188K0.15%13F-HRTimeline
City State Bank1,002$186K0.07%-1613F-HRTimeline
Founders Capital Management984$182K0.12%013F-HRTimeline
Parkworth Wealth Management, Inc.983$182K0.15%13F-HRTimeline
TFC Financial Management, Inc.983$182K0.03%013F-HRTimeline
Sugarloaf Wealth Management, LLC952$176K0.03%013F-HRTimeline
West Branch Capital LLC940$174K0.06%-413F-HRTimeline
Wingate Wealth Advisors, Inc.926$171K0.17%13F-HRTimeline
S&T Bank/PA922$171K0.05%new13F-HRTimeline
Granite FO LLC904$167K0.1%+213F-HRTimeline
Medallion Wealth Advisors, LLC872$163K0.08%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC880$163K0.02%013F-HRTimeline
IAG Wealth Partners, LLC879$163K0.03%013F-HRTimeline
CoreFirst Bank & Trust877$162K0.1%+50613F-HRTimeline
Bear Mountain Capital, Inc.832$161K0.06%-2013F-HRTimeline
CENTAURUS FINANCIAL, INC.871$161K0.01%-6913F-HRTimeline
WealthCollab, LLC863$160K0.1%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV858$159K0.01%+113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.853$158K0.03%+113F-HRTimeline
Realta Investment Advisors823$154K0.06%new13F-HRTimeline
CoreCap Advisors, LLC825$153K0.01%-69413F-HRTimeline
Compass Planning Associates Inc800$148K0.15%13F-HRTimeline
Register Financial Advisors LLC797$148K0.07%+1413F-HRTimeline
WINNACLE WEALTH LLC796$147K0.15%13F-HRTimeline
Noble Wealth Management PBC784$145K0.1%13F-HRTimeline
Dunhill Financial, LLC772$143K0.07%+6813F-HRTimeline
DB Fitzpatrick & Co, Inc769$142K0.13%-12613F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd747$138K0.04%13F-HRTimelineGroup
NFSG Corp735$136K0.03%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co725$134K0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.720$133K<0.01%013F-HRTimeline
UNION SAVINGS BANK708$131K0.06%013F-HRTimeline
GPS Wealth Strategies Group, LLC694$129K0.02%+4113F-HRTimeline
Wood Tarver Financial Group, LLC687$127K0.04%13F-HRTimeline
VESTOR CAPITAL, LLC666$123K0.01%013F-HRTimeline
Sellwood Investment Partners LLC660$122K0.07%13F-HRTimeline
Element Wealth, LLC641$119K0.06%-1213F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.624$116K<0.01%new13F-HRTimelineGroup
MilWealth Group LLC618$114K0.03%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…598$111K0.03%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC593$110K0.01%new13F-HRTimeline
Catherine Avery Investment Management L…592$110K0.1%13F-HR/ATimeline
RE Dickinson Investment Advisors, LLC58,746$109K6.13%+1,57313F-HR/ATimeline
WOLFF WIESE MAGANA LLC583$108K0.07%-1613F-HRTimeline
First Pacific Financial581$108K0.03%+313F-HRTimeline
Palouse Capital Management, Inc.577$107K0.07%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.574$106K0.05%013F-HRTimeline
First Command Advisory Services, Inc.561$104K<0.01%013F-HRTimeline
Avalon Trust Co558$103K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC551$102K0.02%013F-HRTimeline
WEST PACES ADVISORS INC.531$98.3K0.02%-3713F-HRTimeline
SYM FINANCIAL Corp527$97.6K0.01%013F-HRTimeline
United Community Bankin group United Community Bank492$91.1K0.04%new13F-HRTimelineGroup
Bernard Wealth Management Corp.487$90.2K0.04%13F-HR/ATimeline
ARCADIA INVESTMENT ADVISORS LLC483$89.4K0.05%013F-HRTimeline
ESL Trust Services, LLC479$88.7K0.02%013F-HRTimeline
Hopwood Financial Services, Inc.474$87.8K0.07%13F-HRTimeline
Sachetta, LLC470$87K0.03%+46113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP462$85.5K0.01%new13F-HRTimelineGroup
Pineridge Advisors LLC462$85.5K0.03%+313F-HRTimeline
Investors Research Corp458$84.8K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC457$84.6K0.02%013F-HRTimeline
TD Capital Management LLC454$84K0.01%013F-HRTimeline
Salomon & Ludwin, LLC437$80.9K0.01%-2213F-HRTimeline
Topsail Wealth Management, LLC430$79.6K0.02%13F-HRTimeline
MITCHELL SINKLER & STARR/PA430$79.6K0.02%013F-HRTimeline
Synergy Investment Management, LLC425$78.7K0.03%13F-HRTimeline
Nova Wealth Management, Inc.409$75.7K0.07%13F-HRTimeline
Field & Main Bank407$75.3K0.03%013F-HRTimeline
Smithfield Trust Co390$73K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.390$72.2K0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …381$71K<0.01%013F-HRTimelineGroup
IFS Advisors, LLC383$70.9K0.06%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …378$70K0.02%-4413F-HRTimelineGroup
TruNorth Capital Management, LLC377$69.8K0.02%013F-HRTimeline
SRH ADVISORS, LLC370$68.5K0.02%013F-HRTimeline
Prestige Wealth Management Group LLC361$66.8K0.01%013F-HR/ATimeline
RICHARDSON FINANCIAL SERVICES INC.355$65.7K0.05%-27313F-HRTimeline
SITTNER & NELSON, LLC346$64.1K0.03%013F-HRTimeline
Westside Investment Management, Inc.344$63.7K0.01%013F-HRTimeline
Cornerstone Planning Group LLC324$62.9K0.02%-413F-HRTimeline
Retirement Wealth Solutions LLC337$61.9K0.05%13F-HRTimeline
Atlantic Edge Private Wealth Management…326$60.4K0.02%+27113F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…323$60K<0.01%013F-HRTimelineGroup
Denver PWM, LLC316$58.6K0.02%+113F-HRTimeline
Venturi Wealth Management, LLC306$56.7K<0.01%-4613F-HRTimeline
CNB Bank305$56.5K0.03%013F-HRTimeline
Rosenberg Matthew Hamilton304$56.3K0.01%-3113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC303$56.1K0.04%13F-HRTimeline
Atlantic Private Wealth, LLC301$55.7K0.04%013F-HRTimeline
Future Financial Wealth Managment LLC300$55.5K0.04%013F-HRTimeline
Northwest Capital Management Inc298$55.2K0.02%013F-HRTimeline
Sound Income Strategies, LLC292$54K<0.01%-213F-HRTimeline
Piscataqua Savings Bank290$53.7K0.05%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA284$52.6K0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC275$52.2K0.03%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC278$51.4K0.02%+213F-HRTimeline
one8zero8, LLC269$49.8K0.01%13F-HRTimeline
North Star Investment Management Corp.269$49.7K<0.01%+113F-HRTimeline
HOWE & RUSLING INC267$49.4K<0.01%+1813F-HRTimeline
Peachtree Investment Partners, LLC265$49.1K0.02%013F-HRTimeline
Caitlin John, LLC260$48.1K0.03%013F-HRTimeline