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Disclosery

IWD ISHARES TR

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ETF (fund)

1,719 managers (1,742 13F filers) reported a position in IWD shares at 2025-06-30, 258,182,053 shares in all. 111 filers opened a position and 89 filers sold out during the quarter.

Managers
1,719
13F filers
1,742
New
111
Added
587
Reduced
579
Sold out
89
Shares held by filers
258,182,053

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Penobscot Investment Management Company…1,250$243K0.02%+5513F-HRTimeline
Addison Advisors LLC1,250$243K0.06%013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC1,250$243K0.04%+1113F-HRTimeline
Windsor Advisory Group, LLC1,238$240K0.34%013F-HRTimeline
ATWOOD & PALMER INC1,234$240K0.01%013F-HRTimeline
PECAUT & CO.1,229$239K0.08%-3613F-HRTimeline
Christensen, King & Associates Investme…1,227$238K0.11%+213F-HRTimeline
Pines Wealth Management, LLC1,205$238K0.08%013F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.1,112$238K0.14%13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,223$238K0.16%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1,220$237K0.11%-96613F-HRTimeline
Werba Rubin Papier Wealth Management1,218$237K0.04%-1,02513F-HRTimeline
LEIGH BALDWIN & CO., LLC1,213$236K0.15%+413F-HRTimeline
Greenhouse Wealth Management, LLC1,212$235K0.15%+313F-HRTimeline
Heritage Wealth Management, Inc. /CA/1,212$235K0.18%+4813F-HRTimeline
COMMONS CAPITAL, LLC1,209$235K0.18%+113F-HRTimeline
Frank, Rimerman Advisors LLC1,208$235K0.02%013F-HRTimeline
Grassi Investment Management1,204$234K0.02%new13F-HRTimeline
Trilogy Capital Inc.1,201$233K0.01%-27913F-HRTimeline
Missouri Trust & Investment Co1,200$233K0.08%013F-HRTimeline
Crewe Advisors LLC1,196$232K0.03%-34313F-HRTimeline
USAdvisors Wealth Management, LLC1,194$232K0.09%-21913F-HRTimeline
Timonier Family Office, LTD.1,189$231K0.09%new13F-HRTimeline
Trek Financial, LLC1,187$231K0.02%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC1,184$230K0.06%-2613F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…1,183$230K0.05%013F-HRTimeline
Alpha Financial Partners LLC1,180$229K0.17%-3113F-HRTimeline
Stone Summit Wealth LLC1,177$229K0.07%-28213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,175$228K0.02%+113F-HRTimeline
JT Stratford LLC1,175$228K0.03%-4,07713F-HRTimeline
Monument Group Wealth Advisors, LLC1,175$228K0.14%013F-HRTimeline
Tarbox Family Office, Inc.1,175$228K0.03%new13F-HRTimeline
180 WEALTH ADVISORS, LLC1,175$228K0.03%-17213F-HRTimeline
Tull Financial Group, Inc.1,174$228K0.1%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,173$228K0.02%013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,172$228K0.03%013F-HRTimeline
Sharper & Granite LLC1,159$228K0.09%013F-HRTimeline
Impact Capital Partners LLC1,167$227K0.07%013F-HRTimeline
Commonwealth Retirement Investments LLC1,166$226K0.09%013F-HRTimeline
Falcon Wealth Planning1,166$226K0.02%+7113F-HRTimeline
Financial Advisory Corp1,165$226K0.03%+213F-HRTimeline
Enterprise Bank & Trust Co1,164$226K0.08%013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC1,161$226K0.04%new13F-HRTimelineGroup
Retirement Solution LLC1,159$225K0.06%new13F-HR/ATimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co1,155$224K0.02%-62213F-HRTimelineGroup
BRAUN STACEY ASSOCIATES INC1,149$223K0.01%-613F-HRTimeline
PATTEN & PATTEN INC/TN1,148$223K0.01%-9913F-HRTimeline
NOVEM GROUP1,145$222K0.03%+3213F-HRTimeline
Texas Capital Bancshares Inc/TX1,144$222K0.08%013F-HRTimeline
Brookmont Capital Management1,144$222K0.13%013F-HRTimeline
Beacon Bank & Trust1,143$222K0.05%-7013F-HRTimeline
FSM Wealth Advisors, LLC1,133$222K0.04%+113F-HRTimeline
SP Asset Management LLC1,140$221K0.02%new13F-HRTimeline
Northern Financial Advisors Inc1,134$220K0.17%013F-HRTimeline
Millennium Capital Advisors, LLC1,134$220K0.15%013F-HRTimeline
Insight Wealth Strategies, LLC1,121$220K0.03%+113F-HRTimeline
Elm Partners Management LLC1,130$219K0.01%-45313F-HR/ATimeline
Harbor Group, Inc.1,118$217K0.04%+213F-HRTimeline
Bluespring Wealth Management, LLC1,116$217K0.02%013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,106$216K0.02%-13913F-HRTimeline
Barnes Wealth Management Group, Inc1,106$215K0.13%-113F-HRTimeline
Kathmere Capital Management, LLC1,103$214K0.02%013F-HRTimeline
High Net Worth Advisory Group LLC1,101$214K0.06%013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,100$214K<0.01%013F-HRTimeline
NVWM, LLC1,100$214K0.05%013F-HRTimeline
V2 Financial group LLC1,100$214K0.13%013F-HRTimeline
Convergence Financial, LLC1,097$213K0.04%new13F-HRTimeline
Blue Investment Partners LLC1,092$212K0.07%013F-HRTimeline
Collaborative Wealth Managment Inc.1,089$212K0.09%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,092$211K0.14%-27613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,084$211K0.01%new13F-HR/ATimeline
Advyzon Investment Management, LLC1,084$211K0.05%+43913F-HRTimeline
Values Added Financial LLC1,083$210K0.1%013F-HRTimeline
Roundview Capital LLC1,082$210K0.01%-10313F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,082$210K0.07%013F-HRTimeline
KilterHowling LLC1,080$210K0.13%new13F-HRTimeline
LYRICAL ASSET MANAGEMENT LP1,075$209K<0.01%new13F-HRTimeline
West Financial Advisors, LLC1,070$208K0.04%013F-HRTimeline
HOURGLASS CAPITAL, LLC1,069$208K0.05%013F-HRTimeline
Manuka Financial, LLC1,068$207K0.11%-26513F-HRTimeline
Twelve Points Wealth Management LLC1,066$207K0.06%013F-HRTimeline
Meridian Financial Partners LLC1,065$207K0.1%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,063$206K<0.01%013F-HRTimeline
Robinswood Financial LLC1,058$206K0.07%+513F-HRTimeline
Tanglewood Wealth Management, Inc.1,057$205K0.02%new13F-HRTimeline
Lighthouse Financial LLC1,056$205K0.16%new13F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV1,055$205K0.05%new13F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV1,055$205K0.1%new13F-HRTimeline
Copia Wealth Management1,055$205K0.17%013F-HRTimeline
Schneider Downs Wealth Management Advis…1,054$205K0.03%new13F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC1,050$204K0.01%new13F-HRTimeline
Arista Wealth Management, LLC1,050$204K0.03%new13F-HRTimeline
Seneschal Advisors, LLC1,049$204K0.16%-2513F-HRTimeline
Francis Financial, Inc.1,048$203K0.05%new13F-HRTimeline
Luken Investment Analytics, LLC1,047$203K0.09%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,046$203K0.02%13F-HRTimeline
Talon Private Wealth, LLC1,046$203K0.03%-97213F-HRTimeline
Richard P Slaughter Associates Inc1,042$202K0.04%-82313F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,041$202K0.01%new13F-HRTimeline
Baltimore-Washington Financial Advisors…1,040$202K0.01%new13F-HRTimeline
Resonant Capital Advisors, LLC1,038$202K0.01%new13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,034$201K0.03%new13F-HRTimeline
Hurley Capital, LLC1,012$197K0.14%+413F-HRTimeline
Founders Capital Management1,007$196K0.12%+2313F-HRTimeline
COUNTRY TRUST BANK1,003$195K<0.01%new13F-HRTimeline
Dunhill Financial, LLC1,000$194K0.06%+22513F-HRTimeline
TFC Financial Management, Inc.983$191K0.03%013F-HRTimeline
Parkworth Wealth Management, Inc.976$189K0.14%+513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,003$188K0.16%-24513F-HRTimeline
Pacifica Partners Inc.955$185K0.07%-18013F-HRTimeline
S&T Bank/PA922$179K0.05%013F-HRTimeline
Granite FO LLC909$176K0.1%+313F-HRTimeline
West Branch Capital LLC900$175K0.05%-4013F-HRTimeline
IAG Wealth Partners, LLC879$171K0.02%013F-HRTimeline
CoreFirst Bank & Trust877$170K0.1%new13F-HRTimeline
Medallion Wealth Advisors, LLC872$170K0.07%013F-HRTimeline
NFSG Corp863$168K0.03%+213F-HRTimeline
WealthCollab, LLC863$168K0.09%013F-HRTimeline
Millstone Evans Group, LLC860$167K0.11%013F-HRTimeline
SIMA Wealth Partners, LLC858$167K0.13%-2,02213F-HRTimeline
City State Bank852$165K0.05%-15013F-HRTimeline
Sound Income Strategies, LLC831$161K0.01%+41113F-HRTimeline
CENTAURUS FINANCIAL, INC.812$158K0.01%-12613F-HRTimeline
Register Financial Advisors LLC804$156K0.07%+313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co775$151K0.01%+5013F-HRTimelineGroup
DB Fitzpatrick & Co, Inc765$149K0.13%-413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC763$148K0.02%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd747$145K0.04%013F-HR/ATimelineGroup
GPS Wealth Strategies Group, LLC742$144K0.02%+1513F-HRTimeline
First Pacific Financial734$143K0.02%+6113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC731$142K0.01%+31213F-HRTimeline
UNION SAVINGS BANK708$138K0.06%013F-HRTimeline
3Chopt Investment Partners, LLC711$138K0.03%-2713F-HRTimeline
TD Waterhouse Canada Inc.690$135K<0.01%-12113F-HRTimeline
HOWE & RUSLING INC692$134K0.01%+55213F-HRTimeline
Wood Tarver Financial Group, LLC687$133K0.04%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.674$131K0.06%013F-HRTimeline
Sellwood Investment Partners LLC660$128K0.06%013F-HRTimeline
Perkins Coie Trust Co659$128K0.02%+53413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV629$122K0.01%013F-HRTimeline
MilWealth Group LLC618$120K0.03%013F-HRTimeline
Catherine Avery Investment Management L…592$115K0.09%013F-HRTimeline
WOLFF WIESE MAGANA LLC583$113K0.07%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC582$113K0.05%-1013F-HRTimeline
Palouse Capital Management, Inc.577$112K0.07%013F-HRTimeline
Avalon Trust Co558$108K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.531$103K0.02%013F-HRTimeline
SYM FINANCIAL Corp527$102K0.01%013F-HRTimeline
Provident Wealth Management, LLC516$100K0.03%013F-HRTimeline
Jackson Hole Capital Partners, LLC497$96.5K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners493$95.7K0.01%+1213F-HRTimelineGroup
United Community Bankin group United Community Bank492$95.6K0.03%013F-HRTimelineGroup
Hopwood Financial Services, Inc.489$95K0.07%+1513F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC483$93.8K0.05%013F-HRTimeline
ESL Trust Services, LLC479$93K0.02%013F-HRTimeline
Capital Investment Counsel, Inc475$92.3K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC472$91.7K0.02%-2613F-HRTimeline
Bernard Wealth Management Corp.467$90.7K0.04%-2013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP462$89.7K0.01%013F-HRTimelineGroup
Investors Research Corp458$89K0.02%013F-HRTimeline
TD Capital Management LLC454$88.2K0.01%013F-HRTimeline
Field & Main Bank400$77.7K0.03%-713F-HRTimeline
North Capital, Inc.396$76.9K0.07%013F-HRTimeline
Center for Financial Planning, Inc.390$75.8K0.01%013F-HRTimeline
Smithfield Trust Co390$75K<0.01%013F-HRTimeline
IFS Advisors, LLC383$74.4K0.06%013F-HRTimeline
TruNorth Capital Management, LLC377$73.2K0.02%013F-HRTimeline
SRH ADVISORS, LLC370$71.9K0.02%013F-HRTimeline
Atlantic Private Wealth, LLC364$70.7K0.05%+6313F-HRTimeline
Topsail Wealth Management, LLC349$67.8K0.01%013F-HRTimeline
SITTNER & NELSON, LLC346$67.2K0.03%013F-HRTimeline
Westside Investment Management, Inc.344$66.8K0.01%013F-HRTimeline
First Command Advisory Services, Inc.322$62.5K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.307$60K<0.01%+14313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CNB Bank305$59.2K0.03%013F-HRTimeline
Rosenberg Matthew Hamilton304$59K0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC304$59K0.04%013F-HRTimeline
Salomon & Ludwin, LLC297$58.3K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC300$58.3K0.04%013F-HRTimeline
LOM Asset Management Ltd300$58K0.02%13F-HR/ATimeline
Capital A Wealth Management, LLC346$57.2K0.64%+22413F-HRTimeline
Piscataqua Savings Bank290$56.3K0.05%013F-HRTimeline
Painted Porch Advisors LLC289$56.1K0.02%new13F-HRTimeline
Longview Financial Advisors LLC286$55.5K0.03%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.285$55.4K0.04%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA284$55.2K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC280$54.4K0.02%+113F-HRTimeline
Atlantic Edge Private Wealth Management…271$52.6K0.01%-5513F-HRTimeline
one8zero8, LLC269$52.2K0.01%013F-HRTimeline
North Star Investment Management Corp.269$52.2K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC266$51.6K0.02%+113F-HRTimeline
Bear Mountain Capital, Inc.259$50.7K0.02%-57313F-HRTimeline
HHM Wealth Advisors, LLC254$49.3K0.01%+513F-HRTimeline
MGB Wealth Management, LLC253$49.2K0.02%-11113F-HRTimeline
Centricity Wealth Management, LLC250$48.6K0.04%013F-HRTimeline
Caldwell Trust Co247$48K<0.01%013F-HRTimeline
Abound Wealth Management246$47.8K0.01%+4313F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …244$47.4K0.01%13F-HRTimelineGroup
Tidemark, LLC244$47.4K0.02%013F-HRTimeline
Financial Perspectives, Inc242$46.9K0.01%+15513F-HRTimeline