IWD ISHARES TR

ETF (fund)

1,736 managers (1,757 13F filers) reported a position in IWD shares at 2025-09-30, 255,073,325 shares in all. 94 filers opened a position and 65 filers sold out during the quarter.

Managers: 1,736
13F filers: 1,757
New: 94
Added: 554
Reduced: 622
Sold out: 65
Shares held by filers: 255,073,325

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Koshinski Asset Management, Inc.	1,252	$255K	0.02%	-134	13F-HR Timeline
Alpha Cubed Investments, LLC	1,247	$254K	0.01%	-222	13F-HR Timeline
Penobscot Investment Management Company…	1,245	$253K	0.02%	-5	13F-HR Timeline
FourThought Financial Partners, LLC	1,241	$253K	0.02%	-82	13F-HR Timeline
Bath Savings Trust Co	1,240	$252K	0.02%	new	13F-HR Timeline
EAGLE ROCK INVESTMENT COMPANY, LLC	1,240	$252K	0.04%	-10	13F-HR Timeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …	1,239	$252K	0.03%	+67	13F-HR Timeline
Windsor Advisory Group, LLC	1,238	$252K	0.22%	0	13F-HR Timeline
ATWOOD & PALMER INC	1,234	$251K	0.01%	0	13F-HR Timeline
MUIRFIELD WEALTH ADVISORS LLC	1,232	$251K	0.19%	new	13F-HR Timeline
PECAUT & CO.	1,231	$251K	0.08%	+2	13F-HR Timeline
BARNES PETTEY FINANCIAL ADVISORS, LLC	1,223	$249K	0.14%	0	13F-HR Timeline
LEIGH BALDWIN & CO., LLC	1,222	$249K	0.14%	+9	13F-HR/A Timeline
Alliance Wealth Advisors, LLC	1,218	$248K	0.12%	-77	13F-HR Timeline
Greenhouse Wealth Management, LLC	1,216	$248K	0.15%	+4	13F-HR Timeline
COMMONS CAPITAL, LLC	1,210	$246K	0.17%	+1	13F-HR Timeline
Heritage Wealth Management, Inc. /CA/	1,209	$246K	0.17%	-3	13F-HR Timeline
Frank, Rimerman Advisors LLC	1,208	$246K	0.02%	0	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	1,207	$246K	0.01%	-135	13F-HR Timeline
Pines Wealth Management, LLC	1,205	$245K	0.08%	0	13F-HR Timeline
Trilogy Capital Inc.	1,201	$245K	0.01%	0	13F-HR Timeline
Missouri Trust & Investment Co	1,200	$244K	0.07%	0	13F-HR Timeline
USAdvisors Wealth Management, LLC	1,199	$244K	0.08%	+5	13F-HR Timeline
EVERPAR ADVISORS LLC	1,192	$243K	0.1%	new	13F-HR Timeline
Timonier Family Office, LTD.	1,189	$242K	0.08%	0	13F-HR Timeline
Trek Financial, LLC	1,187	$242K	0.01%	0	13F-HR Timeline
NORTHSTAR ASSET MANAGEMENT INC	1,184	$241K	0.06%	0	13F-HR Timeline
Redwood Investment Management, LLCin group Redwood Investment Management…	1,183	$241K	0.03%	new	13F-HR/A Timeline Group
Elwood & Goetz Wealth Advisory Group, L…	1,183	$241K	0.05%	0	13F-HR Timeline
JT Stratford LLC	1,175	$239K	0.03%	0	13F-HR Timeline
Monument Group Wealth Advisors, LLC	1,175	$239K	0.14%	0	13F-HR Timeline
Alpha Financial Partners LLC	1,175	$239K	0.16%	-5	13F-HR Timeline
Tarbox Family Office, Inc.	1,175	$239K	0.04%	0	13F-HR Timeline
180 WEALTH ADVISORS, LLC	1,175	$239K	0.03%	0	13F-HR Timeline
Commonwealth Retirement Investments LLC	1,166	$237K	0.08%	0	13F-HR Timeline
Financial Advisory Corp	1,165	$237K	0.03%	0	13F-HR Timeline
QTR Family Wealth, LLC	1,163	$237K	0.11%	-117	13F-HR Timeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC	1,161	$236K	0.04%	0	13F-HR Timeline Group
Sharper & Granite LLC	1,159	$236K	0.08%	0	13F-HR Timeline
Falcon Wealth Planning	1,158	$236K	0.02%	-8	13F-HR Timeline
Retirement Solution LLC	1,157	$236K	0.06%	-2	13F-HR/A Timeline
NOVEM GROUP	1,150	$234K	0.03%	+5	13F-HR Timeline
PATTEN & PATTEN INC/TN	1,148	$234K	0.01%	0	13F-HR Timeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…	1,146	$233K	0.02%	-27	13F-HR Timeline
SP Asset Management LLC	1,145	$233K	0.02%	+5	13F-HR Timeline
Texas Capital Bancshares Inc/TX	1,144	$233K	0.09%	0	13F-HR Timeline
Beacon Bank & Trust	1,143	$233K	0.05%	0	13F-HR Timeline
FSM Wealth Advisors, LLC	1,135	$231K	0.03%	+2	13F-HR Timeline
BRAUN STACEY ASSOCIATES INC	1,134	$231K	0.01%	-15	13F-HR Timeline
Northern Financial Advisors Inc	1,134	$231K	0.12%	0	13F-HR Timeline
Millennium Capital Advisors, LLC	1,134	$231K	0.14%	0	13F-HR Timeline
HARMONY ASSET MANAGEMENT LLC	1,132	$230K	0.08%	-200	13F-HR Timeline
Collaborative Wealth Managment Inc.	1,131	$230K	0.09%	+42	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	1,124	$229K	0.01%	+40	13F-HR Timeline
Investment Research Partners LLC	1,117	$229K	0.1%		13F-HR Timeline
Harbor Group, Inc.	1,121	$228K	0.04%	+3	13F-HR Timeline
Headland Capital, LLC	1,118	$228K	0.06%	new	13F-HR Timeline
Bluespring Wealth Management, LLC	1,116	$227K	0.02%	0	13F-HR Timeline
JB Capital LLC	1,115	$227K	0.01%	new	13F-HR Timeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC	1,106	$227K	0.02%	0	13F-HR Timeline
True Link Financial Advisors, LLC	1,110	$226K	0.01%	new	13F-HR Timeline
Inspire Advisors, LLCin group Inspire Investing, LLC	1,109	$226K	0.02%	new	13F-HR Timeline Group
Insight Wealth Strategies, LLC	1,104	$225K	0.03%	-17	13F-HR Timeline
Kathmere Capital Management, LLC	1,103	$225K	0.02%	0	13F-HR Timeline
NVWM, LLC	1,100	$224K	0.05%	0	13F-HR Timeline
V2 Financial group LLC	1,100	$224K	0.12%	0	13F-HR Timeline
Barnes Wealth Management Group, Inc	1,098	$224K	0.12%	-8	13F-HR Timeline
Stone Summit Wealth LLC	1,086	$221K	0.06%	-91	13F-HR Timeline
KilterHowling LLC	1,085	$221K	0.12%	+5	13F-HR Timeline
Values Added Financial LLC	1,083	$220K	0.1%	0	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	1,084	$220K	0.14%	-8	13F-HR Timeline
Roundview Capital LLC	1,082	$220K	0.01%	0	13F-HR Timeline
Advyzon Investment Management, LLC	1,078	$219K	0.04%	-6	13F-HR Timeline
LifeWealth Investments, LLC	1,071	$218K	0.07%	new	13F-HR/A Timeline
West Financial Advisors, LLC	1,070	$218K	0.04%	0	13F-HR Timeline
High Net Worth Advisory Group LLC	1,070	$218K	0.05%	-31	13F-HR Timeline
HOURGLASS CAPITAL, LLC	1,069	$218K	0.05%	0	13F-HR Timeline
Chicago Capital, LLC	1,068	$217K	0.01%	new	13F-HR Timeline
Manuka Financial, LLC	1,068	$217K	0.14%	0	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	1,065	$217K	0.01%	+24	13F-HR Timeline
Twelve Points Wealth Management LLC	1,062	$216K	0.05%	-4	13F-HR Timeline
Convergence Financial, LLC	1,062	$216K	0.03%	-35	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	1,063	$216K	<0.01%	0	13F-HR Timeline
Tanglewood Wealth Management, Inc.	1,057	$215K	0.02%	0	13F-HR Timeline
Armstrong, Fleming & Moore, Inc	1,057	$215K	0.1%	new	13F-HR Timeline
Cornerstone Planning Group LLC	1,054	$215K	0.03%	+861	13F-HR Timeline
BUILDER INVESTMENT GROUP INC /ADV	1,055	$215K	0.05%	0	13F-HR Timeline
TANDEM CAPITAL MANAGEMENT CORP /ADV	1,055	$215K	0.1%	0	13F-HR Timeline
Schneider Downs Wealth Management Advis…	1,054	$215K	0.03%	0	13F-HR Timeline
Safeguard Investment Advisory Group, LLC	1,052	$214K	0.05%	new	13F-HR Timeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	1,050	$214K	0.03%	0	13F-HR Timeline
Arista Wealth Management, LLC	1,050	$214K	0.03%	0	13F-HR Timeline
Luken Investment Analytics, LLC	1,047	$213K	0.08%	0	13F-HR Timeline
Richard P Slaughter Associates Inc	1,042	$212K	0.05%	0	13F-HR Timeline
Baltimore-Washington Financial Advisors…	1,041	$212K	0.01%	+1	13F-HR Timeline
Robinswood Financial LLC	1,033	$210K	0.07%	-25	13F-HR Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC	1,033	$210K	0.01%	new	13F-HR Timeline
Clarity Wealth Advisors, LLC	1,028	$209K	0.05%	new	13F-HR Timeline
Lakeshore Financial Planning, Inc.	1,027	$209K	0.08%	new	13F-HR Timeline
GUERRA PAN ADVISORS, LLC	1,027	$209K	0.13%	new	13F-HR Timeline
Heritage Family Offices, LLP	1,025	$209K	0.1%	new	13F-HR Timeline
CAPITAL ADVISORS INC/OK	1,022	$208K	<0.01%	new	13F-HR Timeline
TFC Financial Management, Inc.	1,021	$208K	0.03%	+38	13F-HR Timeline
Wells Trecaso Financial Group, LLC	1,020	$208K	0.1%	-651	13F-HR Timeline
Wingate Wealth Advisors, Inc.	1,018	$207K	0.14%	new	13F-HR Timeline
Hurley Capital, LLC	1,017	$207K	0.12%	+5	13F-HR Timeline
Tilson Financial Group, Inc.	1,016	$207K	0.07%	new	13F-HR Timeline
Fiera Capital Corpin group Fiera Capital Corp	1,016	$207K	<0.01%	new	13F-HR Timeline Group
Cannon Financial Strategists, Inc.	1,015	$207K	0.03%	new	13F-HR Timeline
Strategic Wealth Investment Group, LLC	1,013	$206K	0.02%	new	13F-HR Timeline
Meridian Financial Partners LLC	1,002	$205K	0.09%	-63	13F-HR Timeline
Founders Capital Management	1,007	$205K	0.11%	0	13F-HR Timeline
CSS LLC/IL	1,007	$205K	0.01%	new	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	1,007	$205K	0.01%	new	13F-HR Timeline
LaSalle St. Investment Advisors, LLC	1,011	$205K	0.04%	new	13F-HR Timeline
Valpey Financial Services, LLC	1,006	$205K	0.13%	new	13F-HR Timeline
Neumann Capital Management, LLC	1,006	$205K	0.06%	new	13F-HR Timeline
Dunhill Financial, LLC	1,004	$204K	0.05%	+4	13F-HR Timeline
Lighthouse Financial LLC	1,004	$204K	0.13%	-52	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	1,003	$204K	0.15%	0	13F-HR Timeline
COUNTRY TRUST BANK	1,003	$204K	<0.01%	0	13F-HR Timeline
BURNS J W & CO INC/NY	1,000	$204K	0.02%	new	13F-HR Timeline
First City Capital Management, Inc.	1,000	$204K	0.11%	new	13F-HR Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.	998	$203K	0.05%	new	13F-HR Timeline
Tull Financial Group, Inc.	996	$203K	0.09%	-178	13F-HR Timeline
Bluesphere Advisors LLC	986	$201K	0.09%	new	13F-HR Timeline
Wilson & Boucher Capital Management, LLC	985	$201K	0.13%	new	13F-HR Timeline
Seneschal Advisors, LLC	953	$194K	0.14%	-96	13F-HR Timeline
Granite FO LLC	911	$185K	0.1%	+2	13F-HR Timeline
Copia Wealth Management	909	$185K	0.14%	-146	13F-HR Timeline
West Branch Capital LLC	900	$183K	0.05%	0	13F-HR Timeline
IAG Wealth Partners, LLC	879	$179K	0.02%	0	13F-HR Timeline
Medallion Wealth Advisors, LLC	872	$178K	0.06%	0	13F-HR Timeline
NFSG Corp	866	$176K	0.03%	+3	13F-HR Timeline
WealthCollab, LLC	863	$176K	0.08%	0	13F-HR Timeline
Millstone Evans Group, LLC	860	$175K	0.11%	0	13F-HR Timeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD	859	$175K	<0.01%	-5,671	13F-HR Timeline Group
SIMA Wealth Partners, LLC	858	$175K	0.13%	0	13F-HR Timeline
Register Financial Advisors LLC	832	$169K	0.07%	+28	13F-HR Timeline
City State Bank	832	$169K	0.05%	-20	13F-HR Timeline
Sound Income Strategies, LLC	831	$169K	0.01%	0	13F-HR Timeline
Strategic Wealth Partners, Ltd.	816	$166K	0.01%	-230	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	813	$166K	0.01%	+1	13F-HR Timeline
CoreFirst Bank & Trust	812	$165K	0.09%	-65	13F-HR Timeline
WINNACLE WEALTH LLC	796	$162K	0.13%	new	13F-HR Timeline
3Chopt Investment Partners, LLC	793	$161K	0.04%	+82	13F-HR Timeline
KERR FINANCIAL PLANNING Corp	784	$161K	0.23%		13F-HR/A Timeline
JPL Wealth Management, LLC	766	$156K	0.04%	new	13F-HR Timeline
DB Fitzpatrick & Co, Inc	765	$156K	0.14%	0	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	763	$155K	0.02%	0	13F-HR Timeline
Greykasell Wealth Strategies, Inc.	753	$153K	0.06%	new	13F-HR Timeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd	747	$152K	0.03%	0	13F-HR Timeline Group
GPS Wealth Strategies Group, LLC	743	$151K	0.02%	+1	13F-HR Timeline
First Pacific Financial	740	$151K	0.02%	+6	13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	725	$148K	0.01%	-50	13F-HR Timeline Group
Cloud Capital Management, LLC	706	$143K	0.08%	new	13F-HR Timeline
TD Waterhouse Canada Inc.	690	$141K	<0.01%	0	13F-HR Timeline
Sellwood Investment Partners LLC	660	$134K	0.05%	0	13F-HR Timeline
VESTOR CAPITAL, LLC	659	$134K	0.01%	-11,274	13F-HR Timeline
Pacifica Partners Inc.	655	$134K	0.05%	-300	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	649	$132K	0.06%	-25	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	629	$128K	0.01%	0	13F-HR Timeline
MilWealth Group LLC	618	$126K	0.03%	0	13F-HR Timeline
Catherine Avery Investment Management L…	592	$121K	0.08%	0	13F-HR Timeline
WOLFF WIESE MAGANA LLC	583	$119K	0.07%	0	13F-HR Timeline
Palouse Capital Management, Inc.	577	$117K	0.07%	0	13F-HR Timeline
Wealth Watch Advisors, INC	559	$114K	0.05%	new	13F-HR Timeline
Avalon Trust Co	558	$114K	0.01%	0	13F-HR Timeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	558	$114K	0.05%	-24	13F-HR Timeline
S&T Bank/PA	550	$112K	0.03%	-372	13F-HR Timeline
ESL Trust Services, LLC	536	$109K	0.02%	+57	13F-HR Timeline
WEST PACES ADVISORS INC.	531	$108K	0.02%	0	13F-HR Timeline
SYM FINANCIAL Corp	527	$107K	0.01%	0	13F-HR Timeline
Collier Financial	519	$106K	0.08%		13F-HR Timeline
Provident Wealth Management, LLC	516	$105K	0.03%	0	13F-HR Timeline
MANNING & NAPIER ADVISORS LLC	505	$103K	<0.01%	new	13F-HR Timeline
Jackson Hole Capital Partners, LLC	497	$101K	0.02%	0	13F-HR Timeline
United Community Bankin group United Community Bank	492	$100K	0.03%	0	13F-HR Timeline Group
Hopwood Financial Services, Inc.	489	$99.6K	0.07%	0	13F-HR Timeline
ARCADIA INVESTMENT ADVISORS LLC	483	$98.3K	0.05%	0	13F-HR Timeline
Cherry Tree Wealth Management, LLC	472	$96.1K	0.02%	0	13F-HR Timeline
Bernard Wealth Management Corp.	467	$95.1K	0.04%	0	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	462	$94.1K	0.01%	0	13F-HR Timeline Group
TD Capital Management LLC	454	$92.4K	0.01%	0	13F-HR Timeline
Concord Wealth Partnersin group Concord Wealth Partners	436	$88.7K	0.01%	-57	13F-HR Timeline Group
New Millennium Group LLC	400	$81.4K	0.04%	new	13F-HR Timeline
Noble Wealth Management PBC	400	$81.4K	0.04%		13F-HR Timeline
Field & Main Bank	400	$81.4K	0.02%	0	13F-HR Timeline
North Capital, Inc.	397	$80.8K	0.06%	+1	13F-HR Timeline
Glassy Mountain Advisors, Inc.	396	$80.6K	0.02%	new	13F-HR Timeline
Smithfield Trust Co	390	$79K	<0.01%	0	13F-HR Timeline
Grey Fox Wealth Advisors, LLC	387	$78.9K	0.02%	new	13F-HR Timeline
IFS Advisors, LLC	383	$78K	0.05%	0	13F-HR Timeline
Investors Research Corp	378	$77K	0.01%	-80	13F-HR Timeline
TruNorth Capital Management, LLC	377	$76.8K	0.02%	0	13F-HR Timeline
SRH ADVISORS, LLC	370	$75.3K	0.02%	0	13F-HR Timeline
Atlantic Private Wealth, LLC	364	$74.1K	0.05%	0	13F-HR Timeline
Caldwell Trust Co	358	$72.9K	0.01%	+111	13F-HR Timeline
HOWE & RUSLING INC	357	$72.7K	<0.01%	-335	13F-HR Timeline
Topsail Wealth Management, LLC	349	$71.1K	0.01%	0	13F-HR Timeline