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Disclosery

IWD ISHARES TR

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ETF (fund)

1,718 managers (1,740 13F filers) reported a position in IWD shares at 2024-12-31, 278,188,134 shares in all. 121 filers opened a position and 72 filers sold out during the quarter.

Managers
1,718
13F filers
1,740
New
121
Added
612
Reduced
482
Sold out
72
Shares held by filers
278,188,134

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Richard W. Paul & Associates, LLC253$46.8K0.02%-2613F-HRTimeline
Centricity Wealth Management, LLC250$46.3K0.04%13F-HRTimeline
HHM Wealth Advisors, LLC249$46.1K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC247$45.7K0.01%013F-HRTimeline
Rise Advisors, LLC246$45.6K0.02%+113F-HRTimeline
Tidemark, LLC244$45.2K0.02%-39613F-HRTimeline
Global Financial Private Client, LLC235$43.5K0.02%013F-HRTimeline
New England Capital Financial Advisors …232$43K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC224$41K0.01%-1913F-HRTimeline
JDM Financial Group LLC216$40K0.02%+113F-HRTimeline
Frazier Financial Advisors, LLC207$38.2K0.03%-1813F-HRTimeline
Abound Wealth Management202$37.4K0.01%+113F-HRTimeline
Aberdeen Wealth Management LLC200$37K0.03%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.187$35K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHILTON CAPITAL MANAGEMENT LLC188$34.8K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.185$34.2K0.02%013F-HRTimeline
VSM Wealth Advisory, LLC185$34.2K0.01%13F-HRTimeline
SJS Investment Consulting Inc.183$33.9K0.01%013F-HRTimeline
Access Investment Management LLC180$33.3K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC174$32.2K<0.01%new13F-HR/ATimeline
Peterson Wealth Services173$32K0.01%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC172$31.8K0.01%013F-HRTimeline
Stephens Consulting, LLC172$31.8K0.01%013F-HRTimeline
Eagle Bay Advisors LLC171$31.7K0.02%013F-HRTimeline
Transce3nd, LLC163$30.8K0.01%13F-HRTimeline
Mendota Financial Group, LLC164$30.4K0.02%-15313F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC164$30.4K0.02%013F-HRTimeline
Amundiin group Amundi162$29.9K<0.01%013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN160$29.6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.150$29K0.01%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC150$27.8K0.01%013F-HRTimeline
Holos Integrated Wealth LLC147$27.2K0.02%13F-HRTimeline
Richardson Capital Management LLC143$26.5K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC143$26.5K0.02%13F-HRTimeline
Avion Wealth144$26K0.01%013F-HRTimeline
Aventura Private Wealth, LLC140$25.9K0.01%13F-HRTimeline
Versant Capital Management, Inc138$25.5K0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC136$25.2K<0.01%-50013F-HRTimelineGroup
Armor Investment Advisors, LLC135$25K0.01%013F-HRTimeline
Brooklyn Investment Group130$24.1K0.01%new13F-HRTimeline
Putney Financial Group LLC130$24.1K0.02%13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP132$24K<0.01%+6313F-HRTimelineGroup
Morton Brown Family Wealth, LLC127$23.5K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC126$23.3K0.01%+7113F-HRTimeline
Perkins Coie Trust Co125$23.1K0.01%013F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC123$23K0.05%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD124$23K0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.122$22.6K0.02%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.118$21.8K<0.01%-5013F-HRTimelineGroup
Stuart Chaussee & Associates, Inc.117$21.7K0.01%013F-HRTimeline
FSC Wealth Advisors, LLC116$21.5K0.01%013F-HRTimeline
Millstone Evans Group, LLC116$21.5K0.01%13F-HRTimeline
Greenline Partners, LLC110$20.4K<0.01%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.108$20K0.02%13F-HRTimeline
POM Investment Strategies, LLC106$19.6K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…106$19.6K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…106$19K0.01%-2,12913F-HRTimeline
Capital Investment Counsel, Inc100$18.5K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.98$18.2K0.01%+113F-HRTimeline
WR Wealth Planners, LLC97$17.9K0.01%+113F-HRTimeline
Financial Management Professionals, Inc.96$17.8K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.95$17.6K0.01%13F-HRTimeline
Fourth Dimension Wealth, LLC91$16.8K0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners87$16.2K<0.01%-1513F-HRTimelineGroup
Financial Perspectives, Inc87$16.1K0.01%013F-HRTimeline
Bullock Wealth Management Group84$15.5K0.01%013F-HRTimeline
BFSG, LLC83$15.4K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC81$15K<0.01%new13F-HRTimeline
Evolution Advisers, Inc.71$13K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV68$13K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC70$13K0.01%13F-HRTimeline
Cape Investment Advisory, Inc.67$12.4K<0.01%new13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC71$12.4K0.01%013F-HRTimeline
Davis Capital Management65$12K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…65$12K0.01%013F-HRTimeline
Perritt Capital Management Inc64$12K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…61$11.3K0.01%13F-HRTimeline
Nemes Rush Group LLC60$11.1K<0.01%+2113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV60$11K<0.01%013F-HRTimeline
Integrity Financial Corp /WA58$10.7K0.01%013F-HRTimeline
Luminist Capital LLC56$10.4K0.02%13F-HRTimeline
Hexagon Capital Partners LLC49$9.07K<0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.48$8.89K0.01%013F-HRTimeline
High Note Wealth, LLC47$8.7K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.45$8.38K<0.01%new13F-HRTimeline
Ransom Advisory, Ltd45$8.33K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC42$7.97K<0.01%new13F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC42$7.78K0.01%13F-HRTimeline
Ridgewood Investments LLC41$7.59K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.40$7.41K<0.01%-1513F-HRTimeline
Menard Financial Group LLC39$7.22K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC37$7.15K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…37$7.15K<0.01%new13F-HRTimelineGroup
10Elms LLP38$7.03K0.01%13F-HRTimeline
FIRST COMMUNITY TRUST NA36$6.67K<0.01%013F-HRTimeline
Trivant Custom Portfolio Group, LLC36$6.67K<0.01%-813F-HRTimeline
PMV Capital Advisers, LLC34$6.29K0.02%13F-HRTimeline
Global Wealth Strategies & Associates30$5.55K<0.01%-5613F-HRTimeline
Granite Investment Partners, LLC29$5.37K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC27$5K<0.01%13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC26$4.81K<0.01%013F-HR/ATimeline
Horizons Wealth Management25$4.63K<0.01%-3413F-HRTimeline
Iron Horse Wealth Management, LLC23$4.26K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.23$4.26K<0.01%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP20$3.7K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC20$3.7K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.17$3.26K0.3%-19,53713F-HRTimeline
Provident Wealth Management, LLC16$2.96K<0.01%013F-HRTimeline
Fairman Group, LLC16$2.96K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.14$2.59K<0.01%013F-HRTimeline
Legacy Bridge, LLC12$2.22K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11$2.04K<0.01%new13F-HRTimelineGroup
Capital A Wealth Management, LLC11$2.04K<0.01%13F-HRTimeline
Transcendent Capital Group LLC9$1.67K<0.01%013F-HRTimeline
Main Street Group, LTD8$1.48K<0.01%013F-HRTimeline
Hara Capital LLC5$926<0.01%013F-HR/ATimeline
Trifecta Capital Advisors, LLC2$371<0.01%013F-HRTimeline
Members Trust Co2,011$372M-22013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.