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Disclosery

IWD ISHARES TR

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ETF (fund)

1,702 managers (1,724 13F filers) reported a position in IWD shares at 2025-03-31, 269,209,929 shares in all. 105 filers opened a position and 109 filers sold out during the quarter.

Managers
1,702
13F filers
1,724
New
105
Added
527
Reduced
651
Sold out
109
Shares held by filers
269,209,929

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Prestige Wealth Management Group LLC201$37.8K0.01%-16013F-HR/ATimeline
Creative Capital Management Investments…200$37.6K0.01%new13F-HRTimeline
Dakota Community Bank & Trust NA190$35.8K0.17%new13F-HRTimeline
VSM Wealth Advisory, LLC185$34.8K0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.185$34.8K0.02%013F-HRTimeline
SJS Investment Consulting Inc.183$34.4K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC178$33.5K<0.01%13F-HRTimeline
Stephens Consulting, LLC172$32.4K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.164$31K<0.01%-2313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MB, LEVIS & ASSOCIATES, LLC164$30.9K0.01%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC162$30.5K0.01%-1013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN160$30.1K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC150$28.2K0.02%013F-HRTimeline
Holos Integrated Wealth LLC147$27.7K0.02%013F-HRTimeline
Dynamic Wealth Strategies, LLC145$27.3K0.02%new13F-HRTimeline
Pineridge Advisors LLC143$26.9K0.01%-31913F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC143$26.9K0.01%013F-HR/ATimeline
HOWE & RUSLING INC140$26.3K<0.01%-12713F-HRTimeline
Avion Wealth144$26K0.01%013F-HRTimeline
Versant Capital Management, Inc138$26K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC136$25.6K<0.01%013F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.135$25.4K0.01%+4013F-HRTimeline
Armor Investment Advisors, LLC135$25.4K0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP132$25K<0.01%013F-HRTimelineGroup
Truvestments Capital LLC131$24.6K0.01%new13F-HRTimeline
Brooklyn Investment Group130$24.5K0.01%013F-HRTimeline
Putney Financial Group LLC130$24.5K0.03%013F-HRTimeline
Morton Brown Family Wealth, LLC127$23.9K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC126$23.7K0.01%013F-HRTimeline
Perkins Coie Trust Co125$23.5K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD124$23.3K0.01%013F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC123$23K0.05%013F-HRTimeline
Richard W. Paul & Associates, LLC122$23K0.01%-13113F-HRTimeline
SYNTAX RESEARCH, INC.122$23K0.02%013F-HRTimeline
Capital A Wealth Management, LLC122$23K0.02%+11113F-HRTimeline
Twin Lakes Capital Management, LLC119$22.4K0.02%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …118$22.2K0.04%new13F-HRTimeline
Stuart Chaussee & Associates, Inc.117$22K0.01%013F-HRTimeline
FSC Wealth Advisors, LLC116$21.8K0.01%013F-HRTimeline
Greenline Partners, LLC110$20.7K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.108$20.3K0.02%013F-HRTimeline
POM Investment Strategies, LLC106$19.9K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…106$19.9K<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC103$19.4K0.02%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.98$18.6K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…98$18.4K0.01%+6113F-HRTimelineGroup
Financial Management Professionals, Inc.96$18.1K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC91$17.1K0.01%013F-HRTimeline
Financial Perspectives, Inc87$16.4K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…85$16K0.02%+2413F-HRTimeline
Cape Investment Advisory, Inc.71$13.4K0.01%+413F-HRTimeline
Accredited Wealth Management, LLC70$13.2K0.01%013F-HRTimeline
Evolution Advisers, Inc.71$13K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV68$13K<0.01%013F-HRTimeline
GeoWealth Management, LLC68$12.8K<0.01%new13F-HRTimeline
Davis Capital Management65$12.2K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…65$12.2K0.01%013F-HRTimeline
Perritt Capital Management Inc64$12.2K0.01%013F-HRTimeline
Cheviot Value Management, LLC65$12K<0.01%new13F-HRTimeline
BFSG, LLC61$11.5K<0.01%-2213F-HRTimeline
Nemes Rush Group LLC60$11.3K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV60$11K<0.01%013F-HRTimeline
Integrity Financial Corp /WA58$10.9K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.58$10.9K<0.01%-9213F-HRTimeline
Luminist Capital LLC56$10.5K0.01%013F-HRTimeline
Elite Financial, Inc.55$10K0.01%new13F-HRTimeline
Hexagon Capital Partners LLC49$9.22K<0.01%013F-HRTimeline
High Note Wealth, LLC47$8.84K<0.01%013F-HRTimeline
Bullock Wealth Management Group46$8.73K<0.01%-3813F-HRTimeline
Physician Wealth Advisors, Inc.45$8.55K<0.01%013F-HRTimeline
Ridgewood Investments LLC41$7.71K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.40$7.53K<0.01%013F-HRTimeline
10Elms LLP38$7.15K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA36$6.77K0.01%013F-HRTimeline
Aventura Private Wealth, LLC34$6.4K<0.01%-10613F-HRTimeline
HOEY INVESTMENTS, INC32$6.02K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates30$5.64K<0.01%013F-HRTimeline
Granite Investment Partners, LLC29$5.46K<0.01%013F-HRTimeline
Transce3nd, LLC29$5.46K<0.01%-13413F-HRTimeline
JP Wealth Management, Inc.981,443$5.22K<0.01%+976,22713F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC26$4.89K<0.01%013F-HR/ATimeline
Legacy Bridge, LLC25$4.7K<0.01%+1313F-HRTimeline
Horizons Wealth Management25$4.7K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC23$4.33K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.23$4.33K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC21$3.95K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP20$3.76K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC20$3.76K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC19$3.58K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC177$3.2K<0.01%new13F-HRTimeline
Fairman Group, LLC16$2.96K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.14$2.65K<0.01%013F-HRTimeline
Trivant Custom Portfolio Group, LLC10$1.88K<0.01%-2613F-HRTimeline
Main Street Group, LTD8$1.51K<0.01%013F-HRTimeline
Hughes Financial Services, LLC7$1.31K<0.01%new13F-HRTimeline
Hara Capital LLC5$941<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$188<0.01%new13F-HRTimeline
Keystone Global Partners, LLC1$188<0.01%13F-HRTimeline
Beutel, Goodman & Co Ltd.1$00%new13F-HR/ATimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,80413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NewSquare Capital LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.