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Disclosery

IWD ISHARES TR

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ETF (fund)

1,890 managers (1,913 13F filers) reported a position in IWD shares at 2025-12-31, 273,513,716 shares in all. 133 filers opened a position and 60 filers sold out during the quarter.

Managers
1,890
13F filers
1,913
New
133
Added
653
Reduced
547
Sold out
60
Shares held by filers
273,513,716

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Stonehearth Capital Management, LLC1,553$327K0.12%013F-HRTimeline
DOLIVER ADVISORS, LP1,550$326K0.08%013F-HRTimeline
Journey Advisory Group, LLC1,550$326K0.03%-46413F-HRTimeline
King Wealth Management Group1,548$326K0.04%-6113F-HRTimeline
JB Capital LLC1,549$326K0.01%+43413F-HRTimeline
Point Windward Advisors Inc.1,549$326K0.16%013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…1,485$325K0.08%013F-HRTimeline
Balentine LLC1,546$325K0.01%+4313F-HRTimeline
McClarren Financial Advisors, Inc.1,478$325K0.19%-28513F-HRTimeline
Alley Investment Management Company, LLC1,545$325K0.04%new13F-HRTimeline
EWA, LLC1,542$324K0.08%+713F-HRTimeline
Single Point Partners, LLC1,530$322K0.06%-29013F-HRTimeline
Csenge Advisory Group1,528$321K0.01%+13513F-HRTimeline
CFG Wealth Management Services, Inc.1,527$321K0.29%13F-HRTimeline
Smith Salley Wealth Management1,525$321K0.02%+813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,522$320K0.03%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,511$318K0.02%new13F-HRTimelineGroup
Private Wealth Partners, LLC1,509$317K0.02%013F-HRTimeline
EdgeRock Capital LLC1,509$317K0.08%-1913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,506$317K0.02%+113F-HRTimeline
ABNER HERRMAN & BROCK LLC1,500$316K0.03%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,500$316K0.04%013F-HRTimeline
Boreal Capital Management LLC1,500$316K0.24%013F-HRTimeline
Wealth Architects, LLC1,497$315K0.03%013F-HRTimeline
Wharton Business Group, LLC1,496$315K0.01%013F-HRTimeline
Baker Ellis Asset Management LLC1,486$313K0.04%-10113F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC1,484$312K0.02%013F-HRTimeline
Stockman Wealth Management, Inc.1,475$310K0.04%013F-HR/ATimeline
MASECO LLP1,474$310K0.01%new13F-HRTimeline
Cardinal Point Capital Management ULC1,458$307K0.02%-2613F-HRTimeline
Bluespring Wealth Management, LLC1,456$306K0.03%+34013F-HRTimeline
Permanens Capital L.P.1,456$306K0.04%+713F-HRTimeline
Principle Wealth Partners LLC1,453$306K0.02%-16713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,449$305K0.04%-10313F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,449$305K0.02%013F-HRTimeline
Financial Alternatives, Inc1,436$302K0.18%new13F-HRTimeline
Arlington Financial Advisors, LLC1,434$302K0.04%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,432$301K0.06%-20213F-HRTimeline
Campion Asset Management1,427$300K0.21%-39113F-HRTimeline
Praetorian Wealth Management, Inc.1,425$300K0.06%new13F-HRTimeline
IFG Advisors, LLC1,424$300K0.05%-25213F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC1,424$300K0.28%013F-HRTimeline
Sollinda Capital Management LLC1,423$299K0.08%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC1,422$299K0.09%013F-HRTimeline
Foundry Financial Group, Inc.1,422$299K0.15%new13F-HRTimeline
Bright Futures Wealth Management, LLC.1,419$298K0.22%013F-HRTimeline
ROBERTS GLORE & CO INC /IL/1,417$298K0.08%013F-HRTimeline
Traynor Capital Management, Inc.1,416$298K0.02%+8113F-HRTimeline
WealthTrust Axiom LLC1,414$297K0.08%013F-HRTimeline
CHILTON INVESTMENT CO INC.1,413$297K0.01%new13F-HRTimeline
Wilkins Miller Wealth Management, LLC1,412$297K0.18%013F-HRTimeline
Ground Swell Capital, LLC1,411$297K0.61%-1,51413F-HRTimeline
Net Worth Advisory Group1,402$295K0.06%new13F-HRTimeline
Wealthfront Advisers LLC1,401$295K<0.01%-40813F-HRTimeline
Mechanics Bank Trust Department1,400$294K0.04%013F-HRTimeline
Summit Investment Advisory Services, LLC1,399$294K0.11%013F-HRTimeline
ORBA Wealth Advisors, L.L.C.1,399$294K0.26%new13F-HRTimeline
Northwest Quadrant Wealth Management, L…1,396$294K0.06%+713F-HRTimeline
Gemmer Asset Management LLC1,387$292K0.02%-1113F-HRTimeline
Crumly & Associates Inc.1,383$291K0.06%-313F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,381$290K0.03%-613F-HRTimeline
Selective Wealth Management, Inc.1,324$290K0.09%013F-HRTimeline
Formidable Asset Management, LLC1,425$290K0.04%013F-HRTimeline
GreatBanc Trust CO1,379$290K0.2%013F-HRTimeline
3Chopt Investment Partners, LLC1,378$290K0.06%+58513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,375$289K0.02%013F-HRTimelineGroup
HM PAYSON & CO1,366$287K<0.01%+3713F-HRTimeline
LifeWealth Investments, LLC1,366$287K0.09%+29513F-HRTimeline
Granite Bay Wealth Management, LLC1,364$287K0.07%-513F-HRTimeline
Horst & Graben Wealth Management LLC1,362$287K0.04%-1713F-HRTimeline
Cornerstone Management, Inc.1,358$286K0.05%013F-HRTimeline
BCS Wealth Management1,358$286K0.03%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC1,353$285K0.01%013F-HRTimeline
Sterling Investment Counsel, LLC1,348$284K0.08%013F-HRTimeline
Proactive Wealth Strategies LLC1,347$283K0.11%+213F-HRTimeline
Fermata Advisors, LLC1,346$283K0.07%+113F-HRTimeline
Keebeck Wealth Management1,340$282K0.03%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,340$282K0.03%-43613F-HRTimelineGroup
EnRich Financial Partners LLC1,339$282K0.08%-6913F-HRTimeline
Van Diest Capital, LLC1,338$281K0.42%13F-HRTimeline
MEMBERS WEALTH LLC1,284$281K0.18%013F-HRTimeline
Pillar Financial Advisors, LLC1,337$281K0.17%013F-HRTimeline
Equita Financial Network, Inc.1,334$281K0.08%013F-HRTimeline
Signature Wealth Management Partners, L…1,325$279K0.14%+613F-HRTimeline
Sicart Associates LLC1,317$277K0.07%013F-HRTimeline
Lansing Street Advisors1,316$277K0.07%+513F-HRTimeline
Clear Harbor Asset Management, LLC1,316$277K0.02%new13F-HRTimeline
HOWE & RUSLING INC1,313$276K0.02%+95613F-HRTimeline
Tanglewood Wealth Management, Inc.1,313$276K0.03%+25613F-HRTimeline
Symphony Financial, Ltd. Co.1,298$275K0.04%new13F-HRTimeline
Legacy Financial Advisors, Inc.1,308$275K0.04%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,308$275K0.1%013F-HRTimeline
MorganRosel Wealth Management, LLC1,307$275K0.07%013F-HRTimeline
Kastel Capital Advisors, LLC1,303$274K0.17%13F-HRTimeline
Lakeridge Wealth Management LLC1,299$273K0.12%-13013F-HRTimeline
NerdWallet Wealth Partners, LLC1,293$272K0.12%013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC1,291$272K0.22%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,291$271K0.01%new13F-HRTimelineGroup
MTM Investment Management, LLC1,281$269K0.09%+113F-HRTimeline
Raab & Moskowitz Asset Management LLC1,279$269K0.06%013F-HRTimeline
Sunbelt Securities, Inc.1,279$269K0.02%-47013F-HRTimeline
S.A. Mason LLC1,277$269K0.11%013F-HRTimeline
Orion Capital Management LLC1,274$268K0.09%013F-HRTimeline
RMR Capital Management, LLC1,273$268K0.19%013F-HRTimeline
Christensen, King & Associates Investme…1,270$267K0.11%-6013F-HRTimeline
Persium Advisors, LLC1,269$267K0.19%013F-HRTimeline
Crews Bank & Trust1,269$267K0.04%013F-HRTimeline
PLANWISER FINANCIAL, LLC1,217$267K0.2%-25413F-HR/ATimeline
PDS Planning, Inc1,268$267K0.02%+313F-HRTimeline
Old North State Trust, LLC1,266$266K0.16%013F-HRTimeline
OAK FAMILY ADVISORS, LLC1,263$266K0.08%-1613F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC1,256$264K0.06%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,251$263K<0.01%+97613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Penobscot Investment Management Company…1,245$262K0.02%013F-HRTimeline
Alpha Cubed Investments, LLC1,241$261K0.01%-613F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,239$261K0.03%013F-HRTimeline
FourThought Financial Partners, LLC1,238$260K0.02%-313F-HRTimeline
Retirement Solution LLC1,237$260K0.06%+8013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC1,236$260K0.04%+7513F-HRTimelineGroup
QTR Family Wealth, LLC1,158$260K0.11%-513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,234$260K0.01%+2713F-HRTimeline
ATWOOD & PALMER INC1,234$260K0.01%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…1,230$259K<0.01%-3013F-HRTimeline
PECAUT & CO.1,228$258K0.08%-313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,226$258K0.02%new13F-HRTimeline
Washington Trust Advisors, Inc.1,226$258K0.02%-1,99513F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,226$258K0.02%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,223$257K0.13%013F-HRTimeline
USAdvisors Wealth Management, LLC1,225$257K0.08%+2613F-HRTimeline
Greenhouse Wealth Management, LLC1,221$257K0.15%+513F-HRTimeline
Alliance Wealth Advisors, LLC1,218$256K0.12%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,215$256K0.09%+93413F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK1,214$255K0.13%new13F-HRTimeline
COMMONS CAPITAL, LLC1,212$255K0.18%+213F-HRTimeline
Frank, Rimerman Advisors LLC1,208$254K0.02%013F-HRTimeline
Heritage Wealth Management, Inc. /CA/1,207$254K0.16%-213F-HRTimeline
Pines Wealth Management, LLC1,205$253K0.08%013F-HRTimeline
Trilogy Capital Inc.1,201$253K0.01%013F-HRTimeline
Missouri Trust & Investment Co1,200$252K0.07%013F-HRTimeline
True Link Financial Advisors, LLC1,195$251K0.02%+8513F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC1,190$250K0.06%+613F-HRTimeline
Timonier Family Office, LTD.1,189$250K0.08%013F-HRTimeline
COZAD ASSET MANAGEMENT INC1,187$250K0.02%-9713F-HRTimeline
Alpha Financial Partners LLC1,181$248K0.15%+613F-HRTimeline
Monument Group Wealth Advisors, LLC1,175$247K0.13%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,179$247K0.05%new13F-HRTimeline
180 WEALTH ADVISORS, LLC1,172$246K0.03%-313F-HRTimeline
Commonwealth Retirement Investments LLC1,166$245K0.08%013F-HRTimeline
Financial Advisory Corp1,165$245K0.04%013F-HRTimeline
Sharper & Granite LLC1,159$244K0.09%013F-HRTimeline
Falcon Wealth Planning1,159$244K0.02%+113F-HRTimeline
NOVEM GROUP1,156$243K0.03%+613F-HRTimeline
Legacy Capital Group California, Inc.1,151$242K0.06%new13F-HRTimeline
SP Asset Management LLC1,151$242K0.02%+613F-HRTimeline
PATTEN & PATTEN INC/TN1,149$242K0.01%+113F-HRTimeline
Legacy Wealth Asset Management, LLC1,148$241K0.06%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,146$241K0.02%013F-HRTimeline
Beaird Harris Wealth Management, LLC1,143$240K0.02%-23013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,106$240K0.02%013F-HRTimeline
SK Wealth Management, LLC1,087$239K0.07%-17813F-HRTimeline
FSM Wealth Advisors, LLC1,135$239K0.03%013F-HRTimeline
Millennium Capital Advisors, LLC1,134$239K0.14%013F-HRTimeline
Northern Financial Advisors Inc1,134$239K0.27%013F-HRTimeline
Addison Advisors LLC1,132$238K0.05%-19513F-HRTimeline
HARMONY ASSET MANAGEMENT LLC1,132$238K0.08%013F-HRTimeline
Englebert Financial Advisers, LLC1,131$238K0.27%13F-HRTimeline
Collaborative Wealth Managment Inc.1,126$237K0.08%-513F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,117$237K<0.01%+61213F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…1,124$236K0.04%-5913F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC1,123$236K0.21%13F-HRTimeline
Investment Research Partners LLC1,114$234K0.1%-313F-HRTimeline
CDKV HOLDINGS LLC1,111$234K0.2%13F-HRTimeline
Tempo Wealth, LLC1,110$233K0.04%13F-HRTimeline
Insight Wealth Strategies, LLC1,105$232K0.03%+113F-HRTimeline
Kathmere Capital Management, LLC1,103$232K0.02%013F-HRTimeline
NVWM, LLC1,100$231K0.05%013F-HRTimeline
V2 Financial group LLC1,100$231K0.11%013F-HRTimeline
Barnes Wealth Management Group, Inc1,100$231K0.12%+213F-HRTimeline
BRAUN STACEY ASSOCIATES INC1,098$231K0.01%-3613F-HRTimeline
Old Port Advisors1,098$231K0.06%new13F-HRTimeline
KilterHowling LLC1,090$229K0.12%+513F-HRTimeline
Stone Summit Wealth LLC1,086$228K0.06%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC1,085$228K0.02%-2413F-HRTimelineGroup
Values Added Financial LLC1,083$228K0.1%013F-HRTimeline
Roundview Capital LLC1,082$228K0.01%013F-HRTimeline
Garden State Investment Advisory Servic…1,079$227K0.05%new13F-HRTimeline
Advyzon Investment Management, LLC1,078$227K0.03%013F-HRTimeline
First Bancorp, Inc /ME/1,077$227K0.12%new13F-HRTimeline
Laurel Wealth Advisors LLC1,070$225K0.03%new13F-HRTimeline
West Financial Advisors, LLC1,070$225K0.04%013F-HRTimeline
High Net Worth Advisory Group LLC1,070$225K0.05%013F-HRTimeline
Headland Capital, LLC1,070$225K0.06%-4813F-HRTimeline
Chicago Capital, LLC1,068$225K0.01%013F-HRTimeline
Manuka Financial, LLC1,068$225K0.14%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,063$224K<0.01%013F-HRTimeline
SteelPeak Wealth, LLC1,063$224K0.01%-46813F-HRTimeline
Convergence Financial, LLC1,062$223K0.03%013F-HRTimeline
Armstrong, Fleming & Moore, Inc1,061$223K0.1%+413F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV1,055$222K0.05%013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV1,055$222K0.1%013F-HRTimeline