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Disclosery

IWD ISHARES TR

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ETF (fund)

1,702 managers (1,724 13F filers) reported a position in IWD shares at 2025-03-31, 269,209,929 shares in all. 105 filers opened a position and 109 filers sold out during the quarter.

Managers
1,702
13F filers
1,724
New
105
Added
527
Reduced
651
Sold out
109
Shares held by filers
269,209,929

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GRANDFIELD & DODD, LLC1,255$236K0.01%-30213F-HRTimeline
Montis Financial, LLC1,253$236K0.07%-1,05813F-HRTimeline
Addison Advisors LLC1,250$235K0.06%013F-HRTimeline
PATTEN & PATTEN INC/TN1,247$235K0.02%+113F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC1,239$233K0.04%new13F-HRTimeline
Selective Wealth Management, Inc.1,324$233K0.1%013F-HRTimeline
Windsor Advisory Group, LLC1,238$233K0.3%013F-HRTimeline
ATWOOD & PALMER INC1,234$232K0.02%013F-HRTimeline
Christensen, King & Associates Investme…1,225$232K0.11%-11413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,232$231K0.01%-1,95313F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,223$230K0.18%013F-HRTimeline
Warren Street Wealth Advisors, LLC1,222$230K0.09%new13F-HRTimeline
Beacon Bank & Trust1,213$228K0.06%013F-HRTimeline
Alpha Financial Partners LLC1,211$228K0.18%-513F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC1,210$228K0.07%-21613F-HR/ATimeline
LEIGH BALDWIN & CO., LLC1,209$228K0.18%+1213F-HRTimeline
Greenhouse Wealth Management, LLC1,209$227K0.17%-1213F-HRTimeline
Frank, Rimerman Advisors LLC1,208$227K0.02%-52013F-HRTimeline
COMMONS CAPITAL, LLC1,208$227K0.21%+213F-HRTimeline
Missouri Trust & Investment Co1,200$226K0.08%013F-HRTimeline
GC Wealth Management RIA, LLC1,195$225K0.04%-313F-HRTimeline
Penobscot Investment Management Company…1,195$225K0.02%new13F-HRTimeline
Trek Financial, LLC1,187$223K0.02%013F-HRTimeline
Spectrum Wealth Counsel, LLC1,187$223K0.03%new13F-HRTimeline
Roundview Capital LLC1,185$223K0.02%013F-HRTimeline
PINKERTON WEALTH, LLC1,185$223K0.03%new13F-HRTimeline
44 WEALTH MANAGEMENT LLC1,185$223K0.08%new13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…1,183$223K0.05%new13F-HRTimeline
WBH ADVISORY INC1,177$221K0.02%-313F-HRTimeline
Monument Group Wealth Advisors, LLC1,175$221K0.15%+8613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,173$221K0.02%013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,172$221K0.03%013F-HRTimeline
Impact Capital Partners LLC1,167$220K0.08%-1,17913F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,245$220K0.03%new13F-HRTimeline
Commonwealth Retirement Investments LLC1,166$219K0.09%013F-HRTimeline
Enterprise Bank & Trust Co1,164$219K0.08%013F-HRTimeline
Heritage Wealth Management, Inc. /CA/1,164$219K0.19%new13F-HRTimeline
Rappaport Reiches Capital Management, L…1,163$219K0.05%013F-HRTimeline
Financial Advisory Corp1,163$219K0.04%+213F-HRTimeline
Sharper & Granite LLC1,159$218K0.09%-6013F-HRTimeline
BRAUN STACEY ASSOCIATES INC1,155$217K0.01%-5913F-HRTimeline
Texas Capital Bancshares Inc/TX1,144$215K0.09%013F-HRTimeline
Brookmont Capital Management1,144$215K0.12%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,143$215K0.04%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,140$215K0.01%+213F-HR/ATimeline
Northern Financial Advisors Inc1,134$213K0.18%013F-HRTimeline
Millennium Capital Advisors, LLC1,134$213K0.16%013F-HRTimeline
FSM Wealth Advisors, LLC1,132$213K0.05%-10113F-HRTimeline
SK Wealth Management, LLC1,230$213K0.11%+313F-HRTimeline
BURNS J W & CO INC/NY1,130$213K0.03%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,174$213K0.02%new13F-HRTimeline
Probity Advisors, Inc.1,124$211K0.04%013F-HRTimeline
Insight Wealth Strategies, LLC1,120$211K0.03%+113F-HRTimeline
Bluespring Wealth Management, LLC1,116$210K0.02%013F-HRTimeline
Harbor Group, Inc.1,116$210K0.04%new13F-HRTimeline
NOVEM GROUP1,113$209K0.03%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,108$209K0.02%new13F-HR/ATimeline
Barnes Wealth Management Group, Inc1,107$208K0.13%new13F-HRTimeline
Kathmere Capital Management, LLC1,103$208K0.02%013F-HRTimeline
High Net Worth Advisory Group LLC1,101$207K0.06%013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,100$207K<0.01%013F-HRTimeline
NVWM, LLC1,100$207K0.05%013F-HRTimeline
V2 Financial group LLC1,100$207K0.13%013F-HRTimeline
Falcon Wealth Planning1,095$206K0.02%013F-HRTimeline
Bluesphere Advisors LLC1,095$206K0.12%+413F-HRTimeline
Pacifica Partners Inc.1,135$206K0.09%013F-HRTimeline
Blue Investment Partners LLC1,092$205K0.08%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC1,084$204K0.02%new13F-HRTimelineGroup
Values Added Financial LLC1,083$204K0.11%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,082$204K0.08%013F-HRTimeline
Coordinated Financial Services, Inc./CO1,076$202K0.16%13F-HRTimeline
Seneschal Advisors, LLC1,074$202K0.17%-2513F-HRTimeline
West Financial Advisors, LLC1,070$201K0.04%013F-HRTimeline
HOURGLASS CAPITAL, LLC1,069$201K0.05%-11613F-HRTimeline
Pines Wealth Management, LLC1,205$201K0.09%013F-HRTimeline
Twelve Points Wealth Management LLC1,066$201K0.05%new13F-HRTimeline
Meridian Financial Partners LLC1,065$200K0.1%new13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,063$200K<0.01%new13F-HRTimeline
Copia Wealth Management1,055$199K0.18%013F-HRTimeline
Robinswood Financial LLC1,053$198K0.07%+413F-HRTimeline
Luken Investment Analytics, LLC1,047$197K0.09%013F-HRTimeline
Hurley Capital, LLC1,008$190K0.14%+213F-HRTimeline
City State Bank1,002$189K0.06%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,248$187K0.14%013F-HRTimeline
Founders Capital Management984$185K0.12%013F-HRTimeline
TFC Financial Management, Inc.983$185K0.03%013F-HRTimeline
von Borstel & Associates, Inc.976$183K0.05%new13F-HRTimeline
Parkworth Wealth Management, Inc.971$183K0.15%-1213F-HRTimeline
West Branch Capital LLC940$177K0.06%013F-HRTimeline
Realta Investment Advisors939$177K0.08%+11613F-HRTimeline
CENTAURUS FINANCIAL, INC.938$176K0.01%+6713F-HRTimeline
S&T Bank/PA922$173K0.06%013F-HRTimeline
Granite FO LLC906$171K0.1%+213F-HRTimeline
IAG Wealth Partners, LLC879$165K0.03%013F-HRTimeline
Medallion Wealth Advisors, LLC872$164K0.07%013F-HRTimeline
WealthCollab, LLC863$162K0.1%013F-HRTimeline
NFSG Corp861$162K0.04%+12613F-HRTimeline
Millstone Evans Group, LLC860$162K0.11%+74413F-HRTimeline
TD Waterhouse Canada Inc.811$152K<0.01%+9113F-HRTimeline
Bear Mountain Capital, Inc.832$151K0.06%013F-HRTimeline
Register Financial Advisors LLC801$151K0.08%+413F-HRTimeline
WINNACLE WEALTH LLC796$150K0.14%013F-HRTimeline
Dunhill Financial, LLC775$146K0.07%+313F-HRTimeline
DB Fitzpatrick & Co, Inc769$145K0.14%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC763$144K0.02%-11713F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd747$141K0.04%013F-HR/ATimelineGroup
3Chopt Investment Partners, LLC738$139K0.04%new13F-HRTimeline
Noble Wealth Management PBC730$137K0.09%-5413F-HRTimeline
GPS Wealth Strategies Group, LLC727$137K0.02%+3313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co725$136K0.01%013F-HRTimelineGroup
UNION SAVINGS BANK708$133K0.07%013F-HRTimeline
Cloud Capital Management, LLC700$131K0.09%13F-HRTimeline
Wood Tarver Financial Group, LLC687$129K0.04%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.674$127K0.06%+10013F-HRTimeline
First Pacific Financial673$127K0.03%+9213F-HRTimeline
Sellwood Investment Partners LLC660$124K0.06%013F-HRTimeline
VESTOR CAPITAL, LLC659$124K0.01%-713F-HRTimeline
Advyzon Investment Management, LLC645$121K0.04%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV629$118K0.01%-22913F-HRTimeline
MilWealth Group LLC618$116K0.03%013F-HRTimeline
Laurel Wealth Advisors LLC602$113K0.02%+5113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…598$113K0.05%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC592$111K0.05%-1,08413F-HRTimeline
Catherine Avery Investment Management L…592$111K0.1%013F-HRTimeline
WOLFF WIESE MAGANA LLC583$110K0.07%013F-HRTimeline
Palouse Capital Management, Inc.577$109K0.07%013F-HRTimeline
Avalon Trust Co558$105K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.531$99.9K0.02%013F-HRTimeline
SYM FINANCIAL Corp527$99.2K0.01%013F-HRTimeline
Provident Wealth Management, LLC516$97.1K0.03%+50013F-HRTimeline
Wayfinding Financial, LLC505$95K0.04%new13F-HRTimeline
Cherry Tree Wealth Management, LLC498$93.7K0.02%+4113F-HRTimeline
Jackson Hole Capital Partners, LLC497$93.5K0.02%+25013F-HRTimeline
United Community Bankin group United Community Bank492$92.6K0.03%013F-HRTimelineGroup
Bernard Wealth Management Corp.487$91.6K0.04%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC483$90.9K0.05%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners481$90.5K0.01%+39413F-HRTimelineGroup
ESL Trust Services, LLC479$90.1K0.02%013F-HRTimeline
Capital Investment Counsel, Inc475$89.4K0.01%+37513F-HRTimeline
Hopwood Financial Services, Inc.474$89.2K0.07%013F-HRTimeline
Sachetta, LLC470$88.4K0.04%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP462$86.9K0.01%013F-HRTimelineGroup
Investors Research Corp458$86.2K0.02%013F-HRTimeline
TD Capital Management LLC454$85.4K0.01%013F-HRTimeline
Sterling Capital Management LLC450$84.7K<0.01%-56,47313F-HRTimeline
Sound Income Strategies, LLC420$79K<0.01%+12813F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC419$78.8K<0.01%+24513F-HRTimeline
Nova Wealth Management, Inc.409$77K0.07%013F-HR/ATimeline
Field & Main Bank407$76.6K0.03%013F-HRTimeline
North Capital, Inc.396$74.5K0.07%13F-HRTimeline
Center for Financial Planning, Inc.390$73.4K0.01%013F-HRTimeline
Smithfield Trust Co390$73K<0.01%013F-HRTimeline
IFS Advisors, LLC383$72.1K0.06%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …381$72K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …378$71.1K0.02%13F-HRTimelineGroup
TruNorth Capital Management, LLC377$70.9K0.02%013F-HRTimeline
SRH ADVISORS, LLC370$69.6K0.02%013F-HRTimeline
MGB Wealth Management, LLC364$68.5K0.02%new13F-HRTimeline
Topsail Wealth Management, LLC349$65.7K0.01%-8113F-HRTimeline
SITTNER & NELSON, LLC346$65.1K0.03%013F-HRTimeline
Westside Investment Management, Inc.344$64.7K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…326$61.3K0.02%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…323$61K0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.322$60.6K<0.01%-23913F-HRTimeline
ABOUND FINANCIAL, LLC306$57.6K0.03%new13F-HRTimeline
CNB Bank305$57.4K0.03%013F-HRTimeline
Rosenberg Matthew Hamilton304$57.2K0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC304$57.2K0.04%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC303$57K0.04%013F-HRTimeline
Atlantic Private Wealth, LLC301$56.6K0.04%013F-HRTimeline
Future Financial Wealth Managment LLC300$56.4K0.04%013F-HRTimeline
Northwest Capital Management Inc298$56.1K0.02%013F-HRTimeline
Salomon & Ludwin, LLC297$55.9K0.01%-14013F-HRTimeline
Piscataqua Savings Bank290$54.6K0.05%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.285$53.6K0.04%-7013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA284$53.4K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC279$52.5K0.02%+113F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC275$51.7K0.03%013F-HRTimeline
one8zero8, LLC269$50.6K0.01%013F-HRTimeline
North Star Investment Management Corp.269$50.5K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC265$49.9K0.02%013F-HRTimeline
Centricity Wealth Management, LLC250$47K0.04%013F-HRTimeline
HHM Wealth Advisors, LLC249$46.9K0.01%013F-HRTimeline
Rise Advisors, LLC247$46.6K0.02%+113F-HRTimeline
Caldwell Trust Co247$46.5K<0.01%new13F-HRTimeline
Tidemark, LLC244$45.9K0.02%013F-HRTimeline
Cornerstone Planning Group LLC253$45.1K0.01%-7113F-HRTimeline
Global Financial Private Client, LLC235$44.2K0.02%013F-HRTimeline
Compass Planning Associates Inc234$44K0.04%-56613F-HRTimeline
New England Capital Financial Advisors …232$43.7K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC224$42K0.01%013F-HRTimeline
Richardson Capital Management LLC223$42K0.03%+8013F-HRTimeline
Milestone Investment Advisors LLC218$41K0.01%new13F-HRTimeline
JDM Financial Group LLC217$40.8K0.02%+113F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC216$40.6K<0.01%+2813F-HRTimeline
N.E.W. Advisory Services LLC216$40.6K<0.01%new13F-HRTimeline
Amundiin group Amundi210$39.6K<0.01%+4813F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.210$39.5K<0.01%+9213F-HRTimelineGroup
Frazier Financial Advisors, LLC207$39K0.03%013F-HRTimeline
Abound Wealth Management203$38.2K0.01%+113F-HRTimeline