IWD ISHARES TR

ETF (fund)

1,958 managers (1,982 13F filers) reported a position in IWD shares at 2026-06-30, 265,613,918 shares in all. 144 filers opened a position and 69 filers sold out during the quarter.

Managers: 1,958
13F filers: 1,982
New: 144
Added: 585
Reduced: 700
Sold out: 69
Shares held by filers: 265,613,918

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Luken Investment Analytics, LLC	1,047	$254K	0.09%	0	13F-HR Timeline
Keystone Financial Group	1,044	$253K	0.02%	0	13F-HR Timeline
Richard P Slaughter Associates Inc	1,042	$253K	0.05%	0	13F-HR Timeline
HOURGLASS CAPITAL, LLC	1,039	$252K	0.05%	0	13F-HR/A Timeline
Millstone Evans Group, LLC	1,039	$252K	0.14%	0	13F-HR Timeline
Missouri Trust & Investment Co	1,000	$252K	0.07%	-200	13F-HR Timeline
Keating Financial Advisory Services, In…	1,037	$251K	0.03%	+138	13F-HR Timeline
True Link Financial Advisors, LLC	1,033	$250K	0.01%	-276	13F-HR/A Timeline
Schneider Downs Wealth Management Advis…	1,032	$250K	0.02%	0	13F-HR Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC	1,033	$250K	0.01%	0	13F-HR Timeline
Lakeshore Financial Planning, Inc.	1,028	$249K	0.08%	0	13F-HR Timeline
Hurley Capital, LLC	1,029	$249K	0.13%	+3	13F-HR Timeline
Clarity Wealth Advisors, LLC	1,028	$249K	0.04%	0	13F-HR Timeline
Heritage Family Offices, LLP	1,025	$248K	0.1%	0	13F-HR Timeline
Pacific Excel Wealth Advisors, Inc.	1,025	$248K	0.1%	new	13F-HR Timeline
WEST PACES ADVISORS INC.	1,024	$248K	0.04%	0	13F-HR Timeline
Bluesphere Advisors LLC	1,023	$248K	0.08%	+2	13F-HR Timeline
Beaird Harris Wealth Management, LLC	1,023	$248K	0.02%	-118	13F-HR Timeline
CAPITAL ADVISORS INC/OK	1,022	$248K	<0.01%	new	13F-HR Timeline
Beacon Bank & Trust	1,022	$248K	0.05%	0	13F-HR/A Timeline
ALBION FINANCIAL GROUP /UT	1,021	$248K	0.01%	new	13F-HR Timeline
Tilson Financial Group, Inc.	1,019	$247K	0.07%	+1	13F-HR Timeline
Maple Capital Management, Inc.	1,018	$247K	0.01%	0	13F-HR Timeline
Fiera Capital Corpin group Fiera Capital Corp	1,016	$246K	<0.01%	0	13F-HR Timeline Group
Cannon Financial Strategists, Inc.	1,015	$246K	0.03%	0	13F-HR Timeline
SACKS & ASSOCIATES, LLC	974	$245K	0.17%	0	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	1,004	$245K	0.03%	0	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	1,009	$245K	0.01%	new	13F-HR Timeline
Founders Capital Management	1,007	$244K	0.11%	0	13F-HR Timeline
CSS LLC/IL	1,007	$244K	0.01%	0	13F-HR Timeline
Neumann Capital Management, LLC	1,006	$244K	0.16%	0	13F-HR Timeline
COUNTRY TRUST BANK	1,003	$243K	<0.01%	0	13F-HR Timeline
Gordian Advisors LLC	1,001	$243K	0.14%	0	13F-HR Timeline
BURNS J W & CO INC/NY	1,000	$242K	0.03%	0	13F-HR Timeline
First City Capital Management, Inc.	1,000	$242K	0.12%	0	13F-HR Timeline
Hemenway Trust Co LLC	1,000	$242K	0.02%	0	13F-HR Timeline
OARSMAN CAPITAL, INC.	1,000	$242K	0.03%	0	13F-HR Timeline
Charles Schwab Trust Coin group Charles Schwab Trust Co	999	$242K	0.01%	0	13F-HR Timeline Group
Lighthouse Financial LLC	994	$241K	0.13%	-10	13F-HR Timeline
Crumly & Associates Inc.	992	$240K	0.05%	-391	13F-HR Timeline
ACCREDITED INVESTOR SERVICES, LLC	989	$240K	0.14%	-54	13F-HR Timeline
Wilson & Boucher Capital Management, LLC	985	$239K	0.14%	0	13F-HR Timeline
RESOLUTE WEALTH ADVISOR, INC.	1,112	$238K	0.14%	0	13F-HR Timeline
Columbia Asset Management	980	$238K	0.04%	0	13F-HR Timeline
LAFFER TENGLER INVESTMENTS, INC.	979	$237K	0.03%	0	13F-HR Timeline
GUERRA PAN ADVISORS, LLC	978	$237K	0.13%	0	13F-HR Timeline
CONNABLE OFFICE INC	975	$236K	0.02%	0	13F-HR Timeline
Capital Investment Management, Inc.	969	$235K	0.07%	new	13F-HR Timeline
Valpey Financial Services, LLC	966	$234K	0.14%	+1	13F-HR Timeline
Valtrion Capital Management, LLC	964	$234K	0.17%	0	13F-HR Timeline
City State Bank	962	$233K	0.05%	0	13F-HR Timeline
HOWARD WEALTH MANAGEMENT, LLC	960	$233K	0.09%	0	13F-HR Timeline
Vision Capital Management, Inc.	958	$232K	0.03%	0	13F-HR Timeline
Princeton Global Asset Management LLC	955	$232K	0.03%	-15	13F-HR Timeline
Destiny Wealth Partners, LLC	919	$231K	0.03%	-13,374	13F-HR Timeline
Ledgewood Wealth Advisors, LLC	950	$230K	0.12%	0	13F-HR Timeline
Lantz Financial LLC	949	$230K	0.04%	-4,358	13F-HR Timeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…	947	$230K	0.09%	new	13F-HR Timeline
Adirondack Capital Advisors, LLC	947	$230K	0.12%	0	13F-HR Timeline
Prasad Wealth Partners, LLC	946	$229K	0.06%	+3	13F-HR Timeline
Manuka Financial, LLC	946	$229K	0.12%	0	13F-HR Timeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC	938	$227K	0.18%	new	13F-HR Timeline Group
Foundry Financial Group, Inc.	933	$226K	0.1%	new	13F-HR Timeline
Wingate Wealth Advisors, Inc.	930	$225K	0.1%	new	13F-HR Timeline
Aspire Capital Advisors LLC	927	$225K	0.04%	new	13F-HR Timeline
Strategic Investment Advisors / MI	927	$225K	0.01%	new	13F-HR Timeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC	918	$223K	0.01%	new	13F-HR Timeline
Granite FO LLC	917	$222K	0.12%	+2	13F-HR Timeline
Aviance Capital Partners, LLC	915	$222K	0.02%	new	13F-HR Timeline
SAGE PRIVATE WEALTH GROUP, LLC	913	$221K	0.1%	new	13F-HR Timeline
FourThought Financial Partners, LLC	912	$221K	0.02%	-56	13F-HR Timeline
BARNES PETTEY FINANCIAL ADVISORS, LLC	906	$220K	0.07%	new	13F-HR Timeline
Interchange Capital Partners, LLC	906	$220K	0.04%	new	13F-HR Timeline
Daner Wealth Management, LLC	849	$220K	0.12%	new	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	905	$219K	0.01%	new	13F-HR Timeline
First Bancorp, Inc /ME/	902	$219K	0.09%	new	13F-HR Timeline
West Branch Capital LLC	900	$218K	0.05%	0	13F-HR Timeline
LifeWealth Investments, LLC	900	$218K	0.06%	-42	13F-HR Timeline
VAUGHAN & Co SECURITIES, INC.	897	$217K	0.1%	new	13F-HR Timeline
FIRST FINANCIAL BANK - TRUST DIVISION	896	$217K	0.02%	new	13F-HR Timeline
ARIEL INVESTMENTS, LLC	895	$217K	<0.01%	new	13F-HR Timeline
W.H. Cornerstone Investments Inc.	891	$216K	0.12%	new	13F-HR Timeline
Compass Ion Advisors, LLC	890	$216K	0.02%	new	13F-HR Timeline
Provident Investment Management, Inc.	889	$216K	0.02%	-500	13F-HR Timeline
SHELTON CAPITAL MANAGEMENT	888	$215K	<0.01%	new	13F-HR Timeline
KFA Private Wealth Group, LLC	887	$215K	0.05%	new	13F-HR Timeline
Carroll Advisory Group, LLC	887	$215K	0.07%	new	13F-HR Timeline
Vistica Wealth Advisors, LLC	885	$215K	0.19%	new	13F-HR Timeline
ADVOCATE GROUP LLC	884	$214K	0.03%	new	13F-HR Timeline
Capital Advisors Wealth Management, LLC	880	$213K	0.03%	new	13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	880	$213K	0.03%	-352	13F-HR Timeline
IAG Wealth Partners, LLC	879	$213K	0.02%	0	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	879	$213K	0.05%	new	13F-HR Timeline
Discipline Wealth Solutions, LLC	874	$212K	0.02%	new	13F-HR Timeline
Inlet Private Wealth, LLC	873	$212K	0.05%	new	13F-HR Timeline
Westover Capital Advisors, LLC	872	$211K	0.04%	new	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	872	$211K	0.02%	new	13F-HR Timeline
Tull Financial Group, Inc.	872	$211K	0.08%	new	13F-HR Timeline
ForthRight Wealth Management, LLC	866	$210K	0.05%	new	13F-HR Timeline
LOWE BROCKENBROUGH & CO INC	864	$209K	0.01%	0	13F-HR Timeline
Opus Financial Solutions LLC	864	$209K	0.17%	-86	13F-HR Timeline
WealthCollab, LLC	863	$209K	0.08%	0	13F-HR Timeline
Beverly Hills Private Wealth, LLC	863	$209K	0.04%	new	13F-HR Timeline
Francis Financial, Inc.	863	$209K	0.03%	new	13F-HR Timeline
PLANNING ALTERNATIVES LTD /ADV	862	$209K	0.02%	new	13F-HR Timeline
Strathmore Capital Advisors, Inc.	843	$209K	0.06%	new	13F-HR Timeline
Intellectus Partners, LLC	859	$208K	0.04%	new	13F-HR Timeline
WJ Financial Advisors LLC	856	$208K	0.15%	new	13F-HR Timeline
GREENWOOD GEARHART LLC	856	$208K	0.01%	new	13F-HR Timeline
Weaver Consulting Group	856	$208K	0.04%	new	13F-HR Timeline
Archer Investment Management, LLC	856	$208K	0.07%	-87	13F-HR Timeline
Old Peak Finance LLC	856	$208K	0.1%	new	13F-HR Timeline
COOPER/HAIMS ADVISORS, LLC	855	$207K	0.09%	new	13F-HR Timeline
Firestone Capital Management	855	$207K	0.04%	new	13F-HR Timeline
Waterway Wealth Management, LLC	855	$207K	0.04%	new	13F-HR Timeline
Aspire Growth Partners LLC	854	$207K	0.12%	new	13F-HR Timeline
Journey Advisory Group, LLC	852	$207K	0.02%	new	13F-HR Timeline
MAIMON WEALTH MANAGEMENT LTD.	850	$206K	0.16%	new	13F-HR Timeline
Wernau Asset Management Inc.	847	$205K	0.19%	new	13F-HR Timeline
MATAURO, LLC	846	$205K	0.03%	new	13F-HR Timeline
CYPRESS FINANCIAL PLANNING LLC	845	$205K	0.05%	new	13F-HR Timeline
SHELTON WEALTH MANAGEMENT, LLC	843	$204K	0.08%	new	13F-HR Timeline
Goldstone Financial Group, LLC	842	$204K	0.02%	new	13F-HR Timeline
MANCHESTER FINANCIAL INC	842	$204K	0.04%	new	13F-HR Timeline
Peak Asset Management, LLC	838	$203K	0.03%	new	13F-HR Timeline
MUIRFIELD WEALTH ADVISORS LLC	836	$203K	0.13%	new	13F-HR Timeline
ABSOLUTE CAPITAL MANAGEMENT, LLC	836	$203K	0.05%	new	13F-HR Timeline
Sage Financial Management Group, Inc.	832	$202K	0.06%	new	13F-HR Timeline
HCR Wealth Advisors	831	$202K	0.02%	new	13F-HR Timeline
JMN Financial LLC	830	$201K	0.16%	new	13F-HR Timeline
DAHRING \| CUSMANO LLC	828	$201K	0.11%	new	13F-HR Timeline
Seneschal Advisors, LLC	828	$201K	0.14%	-125	13F-HR Timeline
Sulzberger Capital Advisors, Inc.	827	$200K	0.2%	new	13F-HR Timeline
SIMA Wealth Partners, LLC	826	$200K	0.14%	-29	13F-HR Timeline
NFSG Corp	823	$200K	0.02%	+2	13F-HR Timeline
BKM Wealth Management, LLC	817	$198K	0.07%	-2,866	13F-HR Timeline
TrustBankin group TrustBank	800	$194K	0.07%	new	13F-HR Timeline Group
Advocate Investing Services LLC	800	$194K	0.15%	0	13F-HR Timeline
VIMA LLC	799	$194K	0.19%		13F-HR Timeline
Creative Capital Management Investments…	794	$192K	0.04%	0	13F-HR Timeline
Private Wealth Management Group, LLC	788	$191K	0.04%	-240	13F-HR Timeline
KERR FINANCIAL PLANNING Corp	788	$191K	0.21%	+1	13F-HR Timeline
Allied Private Wealth LLC	765	$188K	0.12%		13F-HR Timeline
Washington Trust Advisors, Inc.	771	$187K	0.01%	-16	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	763	$185K	0.02%	0	13F-HR Timeline
Greykasell Wealth Strategies, Inc.	762	$185K	0.07%	+2	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	755	$183K	0.11%	-24	13F-HR Timeline
DB Fitzpatrick & Co, Inc	736	$178K	0.14%	-6	13F-HR/A Timeline
Caldwell Trust Co	735	$178K	0.01%	+377	13F-HR Timeline
UNION SAVINGS BANK	708	$172K	0.07%	0	13F-HR Timeline
SYM FINANCIAL Corp	695	$168K	0.01%	-225	13F-HR Timeline
CoreFirst Bank & Trust	694	$168K	0.08%	-15	13F-HR Timeline
Robinswood Financial LLC	691	$168K	0.05%	+2	13F-HR Timeline
Pacifica Partners Inc.	678	$167K	0.05%	0	13F-HR Timeline
Ares Financial Consulting, LLC	684	$166K	0.12%	+3	13F-HR Timeline
Forum Finance Group S.A.	835	$164K	0.06%	0	13F-HR Timeline
Collier Financial	668	$162K	0.11%	+91	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	664	$161K	0.01%	0	13F-HR Timeline
Frazier Financial Advisors, LLC	662	$160K	0.08%	0	13F-HR Timeline
Sellwood Investment Partners LLC	660	$160K	0.06%	0	13F-HR Timeline
High Point Wealth Management, LLC	659	$160K	0.13%	0	13F-HR Timeline
HM PAYSON & CO	658	$160K	<0.01%	-671	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	643	$156K	0.01%	-129	13F-HR Timeline
FLAGSHIP WEALTH ADVISORS, LLC	642	$156K	0.03%	+499	13F-HR Timeline
Birchwood Financial Partners, Inc.	634	$154K	0.13%	+1	13F-HR Timeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	631	$153K	0.07%	-23	13F-HR Timeline
Copia Wealth Management	626	$152K	0.09%	0	13F-HR Timeline
MilWealth Group LLC	618	$150K	0.03%	0	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	608	$147K	0.06%	-41	13F-HR Timeline
SCHRODER INVESTMENT MANAGEMENT GROUP	600	$145K	<0.01%	0	13F-HR Timeline
SHP Wealth Management	588	$143K	0.01%	-14	13F-HR Timeline
Windsor Advisory Group, LLC	586	$142K	0.1%	0	13F-HR Timeline
WOLFF WIESE MAGANA LLC	583	$141K	0.06%	0	13F-HR Timeline
Palouse Capital Management, Inc.	577	$140K	0.09%	0	13F-HR Timeline
Silver Grove Financial Group, Inc.	560	$136K	0.07%	+214	13F-HR Timeline
S&T Bank/PA	550	$133K	0.04%	0	13F-HR Timeline
HHM Wealth Advisors, LLC	549	$133K	0.01%	-9	13F-HR Timeline
Community Financial Services Group, LLC	545	$133K	0.02%	+10	13F-HR Timeline
Activest Wealth Management	547	$133K	0.03%	-3,095	13F-HR Timeline
Register Financial Advisors LLC	527	$128K	0.04%	+1	13F-HR Timeline
Basecamp Wealth Advisors LLC	522	$126K	0.02%	0	13F-HR Timeline
Provident Wealth Management, LLC	516	$125K	0.03%	0	13F-HR Timeline
United Community Bankin group United Community Bank	492	$119K	0.04%	0	13F-HR Timeline Group
JPL Wealth Management, LLC	491	$119K	0.02%	0	13F-HR Timeline
ARCADIA INVESTMENT ADVISORS LLC	483	$117K	0.05%	0	13F-HR Timeline
Medallion Wealth Advisors, LLC	480	$116K	0.04%	-592	13F-HR Timeline
Key Capital Management, INC	479	$116K	0.06%	0	13F-HR Timeline
Capital Investment Counsel, Inc	475	$115K	0.01%	0	13F-HR Timeline
Coston, McIsaac & Partners	470	$113K	0.02%	0	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	462	$112K	0.01%	0	13F-HR Timeline Group
Cape Investment Advisory, Inc.	460	$112K	0.03%	new	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	454	$110K	0.08%	0	13F-HR/A Timeline
GILL CAPITAL PARTNERS, LLC	450	$109K	0.03%	0	13F-HR Timeline
Abound Wealth Management	449	$109K	0.02%	+10	13F-HR Timeline
Concord Wealth Partnersin group Concord Wealth Partners	447	$108K	0.01%	new	13F-HR Timeline Group
Bernard Wealth Management Corp.	443	$107K	0.04%	0	13F-HR Timeline
Cherry Tree Wealth Management, LLC	431	$104K	0.02%	0	13F-HR Timeline
FINANCIAL CONSULATE, INC	424	$103K	0.01%	+95	13F-HR Timeline
Burk Holdings LLC	418	$101K	0.04%	0	13F-HR Timeline
Investment Research & Advisory Group, I…	417	$101K	0.03%	new	13F-HR Timeline