IWD ISHARES TR

ETF (fund)

1,885 managers (1,909 13F filers) reported a position in IWD shares at 2026-03-31, 268,233,059 shares in all. 111 filers opened a position and 106 filers sold out during the quarter.

Managers: 1,885
13F filers: 1,909
New: 111
Added: 585
Reduced: 708
Sold out: 106
Shares held by filers: 268,233,059

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Balentine LLC	1,546	$330K	0.01%	0	13F-HR Timeline
Smith Salley Wealth Management	1,539	$329K	0.02%	+14	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	1,535	$328K	0.01%	-39	13F-HR Timeline
JT Stratford LLC	1,534	$328K	0.04%	-237	13F-HR Timeline
Single Point Partners, LLC	1,531	$327K	0.07%	+1	13F-HR Timeline
CFG Wealth Management Services, Inc.	1,527	$326K	0.3%	0	13F-HR Timeline
EWA, LLC	1,525	$326K	0.07%	-17	13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	1,522	$325K	0.03%	0	13F-HR Timeline
SageView Advisory Group, LLC	1,522	$325K	0.01%	-54	13F-HR Timeline
Third View Private Wealth, LLC	1,521	$325K	0.04%	new	13F-HR Timeline
EAGLE ROCK INVESTMENT COMPANY, LLC	1,514	$323K	0.05%	-114	13F-HR Timeline
Private Wealth Partners, LLC	1,509	$322K	0.02%	0	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	1,507	$322K	0.02%	+1	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	1,500	$321K	0.04%	0	13F-HR Timeline
Boreal Capital Management LLC	1,500	$321K	0.28%	0	13F-HR Timeline
Wealth Architects, LLC	1,497	$320K	0.03%	0	13F-HR Timeline
Wharton Business Group, LLC	1,496	$320K	0.01%	0	13F-HR Timeline
HOWE & RUSLING INC	1,495	$319K	0.02%	+182	13F-HR Timeline
Pinnacle Wealth Management Group, Inc.	1,495	$319K	0.16%	-75	13F-HR Timeline
MOODY LYNN LIEBERSON & WALKER, LLC	1,494	$319K	0.02%	+45	13F-HR Timeline
Baker Ellis Asset Management LLC	1,486	$317K	0.04%	0	13F-HR Timeline
EASTERLY INVESTMENT PARTNERS LLC	1,484	$317K	0.02%	0	13F-HR Timeline
Praetorian Wealth Management, Inc.	1,425	$316K	0.06%	0	13F-HR Timeline
LMCG INVESTMENTS, LLC	1,479	$316K	0.02%	new	13F-HR Timeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC	1,475	$315K	0.05%	+239	13F-HR Timeline Group
Cardinal Point Capital Management ULC	1,458	$312K	0.02%	0	13F-HR Timeline
Bluespring Wealth Management, LLC	1,456	$311K	0.03%	0	13F-HR Timeline
Principle Wealth Partners LLC	1,453	$311K	0.02%	0	13F-HR Timeline
Horst & Graben Wealth Management LLC	1,362	$310K	0.04%	0	13F-HR Timeline
Trek Financial, LLC	1,437	$307K	0.02%	-382	13F-HR Timeline
Financial Alternatives, Inc	1,436	$307K	0.17%	0	13F-HR Timeline
Arlington Financial Advisors, LLC	1,434	$306K	0.04%	0	13F-HR Timeline
Elk River Wealth Management LLC	1,429	$305K	0.05%	-233	13F-HR Timeline
IFG Advisors, LLC	1,428	$305K	0.05%	+4	13F-HR Timeline
VERUS WEALTH MANAGEMENT, LLC	1,424	$304K	0.28%	0	13F-HR Timeline
Sollinda Capital Management LLC	1,423	$304K	0.07%	0	13F-HR Timeline
KEB ASSET MANAGEMENT, LLC	1,420	$303K	0.06%	-12	13F-HR Timeline
Bright Futures Wealth Management, LLC.	1,419	$303K	0.21%	0	13F-HR Timeline
Campion Asset Management	1,419	$303K	0.21%	-8	13F-HR Timeline
ROBERTS GLORE & CO INC /IL/	1,417	$303K	0.08%	0	13F-HR Timeline
WealthTrust Axiom LLC	1,414	$302K	0.07%	0	13F-HR Timeline
WATERSHED PRIVATE WEALTH LLC	1,413	$302K	0.09%	-9	13F-HR Timeline
Wilkins Miller Wealth Management, LLC	1,412	$302K	0.18%	0	13F-HR Timeline
Patriot Financial Group Insurance Agenc…	1,412	$302K	0.02%	new	13F-HR Timeline
MEMBERS WEALTH LLC	1,330	$301K	0.18%	+46	13F-HR Timeline
Net Worth Advisory Group	1,408	$301K	0.06%	+6	13F-HR Timeline
Selective Wealth Management, Inc.	1,324	$301K	0.09%	0	13F-HR Timeline
Northwest Quadrant Wealth Management, L…	1,401	$299K	0.06%	+5	13F-HR Timeline
Summit Investment Advisory Services, LLC	1,399	$299K	0.11%	0	13F-HR Timeline
FFT WEALTH MANAGEMENT LLC	1,398	$299K	0.05%	new	13F-HR Timeline
Gibbs Wealth Management	1,398	$299K	0.04%	new	13F-HR Timeline
Watchman Group, Inc.	1,397	$298K	0.07%	-161	13F-HR Timeline
Provident Investment Management, Inc.	1,389	$297K	0.03%	new	13F-HR Timeline
Crumly & Associates Inc.	1,383	$296K	0.06%	0	13F-HR Timeline
TFC Financial Management, Inc.	1,376	$294K	0.04%	+355	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	1,375	$294K	0.02%	0	13F-HR Timeline Group
Trilogy Capital Inc.	1,368	$292K	0.01%	+167	13F-HR Timeline
Layline Advisors, LLC	1,366	$292K	0.33%		13F-HR Timeline
One Wealth Advisors, LLC	1,364	$291K	0.04%	-9,103	13F-HR Timeline
Granite Bay Wealth Management, LLC	1,364	$291K	0.06%	0	13F-HR Timeline
MASECO LLP	1,361	$291K	0.01%	-113	13F-HR Timeline
Van Diest Capital, LLC	1,358	$290K	0.23%	+20	13F-HR Timeline
Cornerstone Management, Inc.	1,358	$290K	0.05%	0	13F-HR Timeline
Mechanics Bank Trust Department	1,358	$290K	0.04%	-42	13F-HR Timeline
Strategic Financial Partners, Ltd.	1,350	$288K	0.12%	-493	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	1,345	$287K	0.03%	-36	13F-HR Timeline
Pillar Financial Advisors, LLC	1,337	$286K	0.17%	0	13F-HR Timeline
Stockman Wealth Management, Inc.	1,334	$285K	0.03%	-141	13F-HR Timeline
EnRich Financial Partners LLC	1,334	$285K	0.08%	-5	13F-HR Timeline
Meridian Financial Partners LLC	1,311	$284K	0.11%	+309	13F-HR Timeline
HM PAYSON & CO	1,329	$284K	<0.01%	-37	13F-HR Timeline
Portfolio Resources Advisor Group, Inc.	1,327	$284K	0.28%	-334	13F-HR Timeline
Formidable Asset Management, LLC	1,346	$283K	0.04%	-79	13F-HR Timeline
Gemmer Asset Management LLC	1,324	$283K	0.02%	-63	13F-HR Timeline
Lansing Street Advisors	1,321	$282K	0.07%	+5	13F-HR Timeline
LIBERTY WEALTH MANAGEMENT LLC	1,319	$282K	0.04%	-130	13F-HR Timeline
Sicart Associates LLC	1,317	$281K	0.07%	0	13F-HR Timeline
Tanglewood Wealth Management, Inc.	1,313	$281K	0.02%	0	13F-HR Timeline
Royal Fund Management, LLC	898	$280K	0.03%	new	13F-HR Timeline
True Link Financial Advisors, LLC	1,309	$280K	0.02%	+114	13F-HR/A Timeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…	1,308	$279K	0.09%	0	13F-HR Timeline
MorganRosel Wealth Management, LLC	1,307	$279K	0.11%	0	13F-HR Timeline
Lakeridge Wealth Management LLC	1,300	$278K	0.12%	+1	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	1,294	$276K	0.01%	+60	13F-HR Timeline
NerdWallet Wealth Partners, LLC	1,293	$276K	0.12%	0	13F-HR Timeline
ALLIUM FINANCIAL ADVISORS, LLC	1,291	$276K	0.22%	0	13F-HR Timeline
Addison Capital Co	1,290	$276K	0.05%	new	13F-HR Timeline
W1M Asset Management Ltd	1,288	$275K	<0.01%	-991	13F-HR Timeline
Kastel Capital Advisors, LLC	1,303	$274K	0.17%	0	13F-HR Timeline
Sunbelt Securities, Inc.	1,282	$274K	0.02%	+3	13F-HR Timeline
MTM Investment Management, LLC	1,281	$274K	0.09%	0	13F-HR Timeline
Raab & Moskowitz Asset Management LLC	1,279	$273K	0.06%	0	13F-HR Timeline
S.A. Mason LLC	1,277	$273K	0.1%	0	13F-HR Timeline
PLANWISER FINANCIAL, LLC	1,217	$273K	0.2%	0	13F-HR Timeline
Orion Capital Management LLC	1,274	$272K	0.09%	0	13F-HR Timeline
RMR Capital Management, LLC	1,273	$272K	0.2%	0	13F-HR Timeline
Sterling Investment Counsel, LLC	1,272	$272K	0.08%	-76	13F-HR Timeline
PDS Planning, Inc	1,270	$271K	0.02%	+2	13F-HR Timeline
Crews Bank & Trust	1,269	$271K	0.04%	0	13F-HR Timeline
Old North State Trust, LLC	1,266	$271K	0.16%	0	13F-HR Timeline
Christensen, King & Associates Investme…	1,266	$270K	0.12%	-4	13F-HR Timeline
OAK FAMILY ADVISORS, LLC	1,263	$270K	0.08%	0	13F-HR Timeline
BBR PARTNERS, LLC	1,259	$269K	0.02%	-8,900	13F-HR Timeline
Elwood & Goetz Wealth Advisory Group, L…	1,258	$269K	0.05%	+134	13F-HR Timeline
Persium Advisors, LLC	1,246	$266K	0.21%	-23	13F-HR Timeline
Penobscot Investment Management Company…	1,245	$266K	0.02%	0	13F-HR Timeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …	1,239	$265K	0.03%	0	13F-HR Timeline
ATWOOD & PALMER INC	1,234	$264K	0.01%	0	13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	1,232	$263K	0.04%	-589	13F-HR Timeline
Wealthfront Advisers LLC	1,229	$263K	<0.01%	-172	13F-HR Timeline
Kohmann Bosshard Financial Services, LLC	1,227	$262K	0.03%	+1	13F-HR/A Timeline
ABNER HERRMAN & BROCK LLC	1,220	$261K	0.03%	-280	13F-HR Timeline
Greenhouse Wealth Management, LLC	1,221	$261K	0.16%	0	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	1,220	$261K	0.09%	+5	13F-HR Timeline
Farringdon Capital, Ltd.	1,220	$261K	0.06%	new	13F-HR Timeline
Alliance Wealth Advisors, LLC	1,218	$260K	0.12%	0	13F-HR Timeline
COMMONS CAPITAL, LLC	1,213	$259K	0.22%	+1	13F-HR Timeline
Heritage Wealth Management, Inc. /CA/	1,207	$258K	0.14%	0	13F-HR Timeline
Falcon Wealth Planning	1,204	$257K	0.02%	+45	13F-HR Timeline
USAdvisors Wealth Management, LLC	1,230	$257K	0.09%	+5	13F-HR Timeline
Convergence Financial, LLC	1,193	$257K	0.03%	+131	13F-HR Timeline
Rothschild Wealth LLC	1,202	$257K	0.02%	-735	13F-HR Timeline
HOWARD FINANCIAL SERVICES, LTD.	1,200	$256K	0.03%	new	13F-HR Timeline
Missouri Trust & Investment Co	1,200	$256K	0.08%	0	13F-HR Timeline
NORTHSTAR ASSET MANAGEMENT INC	1,190	$254K	0.08%	0	13F-HR Timeline
Latitude Advisors, LLC	1,189	$254K	0.12%	new	13F-HR Timeline
COZAD ASSET MANAGEMENT INC	1,187	$254K	0.02%	0	13F-HR Timeline
FORT WASHINGTON INVESTMENT ADVISORS INC…	1,185	$253K	<0.01%	-45	13F-HR Timeline
Investor's Fiduciary Advisor Network, L…	1,183	$252K	0.08%	+4	13F-HR Timeline
Sterling Capital Management LLC	1,178	$252K	<0.01%	-59,801	13F-HR Timeline
Monument Group Wealth Advisors, LLC	1,175	$251K	0.14%	0	13F-HR Timeline
Laurel Wealth Advisors LLC	1,070	$250K	0.02%	0	13F-HR Timeline
QTR Family Wealth, LLC	1,113	$250K	0.1%	-45	13F-HR Timeline
First PREMIER Bank	1,169	$250K	0.06%	-475	13F-HR Timeline
DONALDSON CAPITAL MANAGEMENT, LLC	1,166	$249K	0.01%	-187	13F-HR Timeline
Commonwealth Retirement Investments LLC	1,166	$249K	0.08%	0	13F-HR Timeline
NOVEM GROUP	1,160	$248K	0.03%	+4	13F-HR Timeline
180 WEALTH ADVISORS, LLC	1,160	$248K	0.03%	-12	13F-HR Timeline
Sharper & Granite LLC	1,159	$248K	0.08%	0	13F-HR Timeline
Retirement Solution LLC	1,158	$247K	0.06%	-79	13F-HR Timeline
SP Asset Management LLC	1,155	$247K	0.02%	+4	13F-HR Timeline
PECAUT & CO.	1,155	$247K	0.08%	-73	13F-HR Timeline
Alpha Financial Partners LLC	1,154	$247K	0.15%	-27	13F-HR Timeline
Curated Wealth Partners LLC	1,150	$246K	0.03%	new	13F-HR Timeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC	1,106	$245K	0.02%	0	13F-HR Timeline
MILLER HOWARD INVESTMENTS INC /NY	1,147	$245K	0.01%	-4,954	13F-HR Timeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…	1,146	$245K	0.02%	0	13F-HR Timeline
Beaird Harris Wealth Management, LLC	1,141	$244K	0.02%	-2	13F-HR Timeline
FSM Wealth Advisors, LLC	1,136	$243K	0.03%	+1	13F-HR Timeline
PATTEN & PATTEN INC/TN	1,135	$242K	0.01%	-14	13F-HR Timeline
Millennium Capital Advisors, LLC	1,134	$242K	0.15%	0	13F-HR Timeline
Asset One Wealth Management LLC	1,072	$242K	0.03%	new	13F-HR Timeline
Kathmere Capital Management, LLC	1,133	$242K	0.02%	+30	13F-HR Timeline
Addison Advisors LLC	1,132	$242K	0.05%	0	13F-HR Timeline
HARMONY ASSET MANAGEMENT LLC	1,132	$242K	0.07%	0	13F-HR Timeline
Englebert Financial Advisers, LLC	1,131	$242K	0.27%	0	13F-HR Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	1,128	$241K	<0.01%	-461	13F-HR Timeline Group
FIRST AMERICAN BANK	1,127	$241K	0.02%	new	13F-HR Timeline
3Chopt Investment Partners, LLC	1,116	$238K	0.05%	-262	13F-HR Timeline
Tempo Wealth, LLC	1,114	$238K	0.04%	+4	13F-HR Timeline
Investment Research Partners LLC	1,114	$238K	0.1%	0	13F-HR Timeline
RESOLUTE WEALTH ADVISOR, INC.	1,112	$238K	0.14%		13F-HR Timeline
CDKV HOLDINGS LLC	1,111	$237K	0.21%	0	13F-HR Timeline
TRB Wealth Management, LLC	1,109	$237K	0.03%		13F-HR Timeline
Insight Wealth Strategies, LLC	1,106	$236K	0.03%	+1	13F-HR Timeline
SK Wealth Management, LLC	1,089	$236K	0.07%	+2	13F-HR Timeline
V2 Financial group LLC	1,100	$235K	0.11%	0	13F-HR Timeline
TANDEMGROWTH FINANCIAL ADVISORS LLC	1,098	$235K	0.22%	-25	13F-HR Timeline
KilterHowling LLC	1,095	$234K	0.12%	+5	13F-HR Timeline
Pines Wealth Management, LLC	1,094	$234K	0.08%	-111	13F-HR Timeline
Brookmont Capital Management	1,088	$232K	0.13%	new	13F-HR Timeline
Stone Summit Wealth LLC	1,086	$232K	0.06%	0	13F-HR Timeline
Values Added Financial LLC	1,083	$231K	0.1%	0	13F-HR Timeline
Barnes Wealth Management Group, Inc	1,083	$231K	0.12%	-17	13F-HR Timeline
Roundview Capital LLC	1,082	$231K	0.01%	0	13F-HR Timeline
Garden State Investment Advisory Servic…	1,077	$230K	0.06%	-2	13F-HR Timeline
Medallion Wealth Advisors, LLC	1,072	$229K	0.07%	+200	13F-HR Timeline
Strategic Wealth Partners, Ltd.	1,070	$229K	0.02%	+203	13F-HR Timeline
West Financial Advisors, LLC	1,070	$229K	0.04%	0	13F-HR Timeline
High Net Worth Advisory Group LLC	1,070	$229K	0.05%	0	13F-HR Timeline
Chicago Capital, LLC	1,068	$228K	0.01%	0	13F-HR Timeline
Armstrong, Fleming & Moore, Inc	1,066	$228K	0.1%	+5	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	1,063	$227K	<0.01%	0	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	1,059	$226K	0.02%	new	13F-HR Timeline
BUILDER INVESTMENT GROUP INC /ADV	1,055	$225K	0.05%	0	13F-HR Timeline
TANDEM CAPITAL MANAGEMENT CORP /ADV	1,055	$225K	0.11%	0	13F-HR Timeline
Headland Capital, LLC	1,055	$225K	0.06%	-15	13F-HR Timeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	1,050	$224K	0.04%	0	13F-HR Timeline
FORBES J M & CO LLP	1,050	$224K	0.02%	new	13F-HR Timeline
Luken Investment Analytics, LLC	1,047	$224K	0.09%	0	13F-HR Timeline
Tradewinds, LLC.	967	$223K	0.07%	new	13F-HR Timeline
Keystone Financial Group	1,044	$223K	0.02%	new	13F-HR Timeline
ACCREDITED INVESTOR SERVICES, LLC	1,043	$223K	0.14%	new	13F-HR Timeline
Richard P Slaughter Associates Inc	1,042	$223K	0.05%	0	13F-HR Timeline
HOURGLASS CAPITAL, LLC	1,039	$222K	0.05%	-5,300	13F-HR Timeline
Millstone Evans Group, LLC	1,039	$222K	0.13%	0	13F-HR Timeline
Wellington Grp LLC	1,039	$222K	0.07%	+650	13F-HR Timeline
Inspire Advisors, LLCin group Inspire Investing, LLC	1,035	$221K	0.02%	-50	13F-HR Timeline Group
Schneider Downs Wealth Management Advis…	1,032	$221K	0.02%	0	13F-HR Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC	1,033	$220K	0.01%	0	13F-HR Timeline