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Disclosery

IWD ISHARES TR

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ETF (fund)

1,719 managers (1,742 13F filers) reported a position in IWD shares at 2025-06-30, 258,182,053 shares in all. 111 filers opened a position and 89 filers sold out during the quarter.

Managers
1,719
13F filers
1,742
New
111
Added
587
Reduced
579
Sold out
89
Shares held by filers
258,182,053

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
New England Capital Financial Advisors …232$45.1K0.02%013F-HRTimeline
Quaker Wealth Management, LLC229$44.5K0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC223$43.3K0.01%new13F-HRTimeline
Richardson Capital Management LLC223$43.3K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC224$43K0.01%013F-HRTimeline
Milestone Investment Advisors LLC218$42.3K0.01%013F-HRTimeline
JDM Financial Group LLC218$42.3K0.02%+113F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC215$41.8K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC201$39K0.01%013F-HR/ATimeline
Gitterman Wealth Management, LLC201$39K0.01%new13F-HRTimeline
Aberdeen Wealth Management LLC200$38.8K0.03%new13F-HRTimeline
Creative Capital Management Investments…200$38.8K0.01%013F-HRTimeline
Cornerstone Planning Group LLC193$37.6K0.01%-6013F-HRTimeline
Quantbot Technologies LP187$36.3K<0.01%-7,56013F-HRTimeline
VSM Wealth Advisory, LLC185$35.9K0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.185$35.9K0.02%013F-HRTimeline
SJS Investment Consulting Inc.183$35.5K0.01%013F-HRTimeline
Access Investment Management LLC180$35K0.01%13F-HRTimeline
Clarity Asset Management, Inc.180$35K0.02%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC179$34.8K0.02%-12413F-HRTimeline
Stephens Consulting, LLC172$33.4K0.01%013F-HRTimeline
RMG Wealth Management LLC170$33.3K0.01%13F-HRTimeline
Private Wealth Asset Management, LLC169$32.8K<0.01%-913F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC164$31.9K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN160$31.1K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC150$29.1K0.01%013F-HRTimeline
Advantage Trust Co149$28.9K0.01%new13F-HRTimeline
Holos Integrated Wealth LLC147$28.8K0.02%013F-HRTimeline
Dynamic Wealth Strategies, LLC145$28.2K0.02%013F-HRTimeline
Pineridge Advisors LLC144$27.9K0.01%+113F-HRTimeline
Brooklyn Investment Group143$27.8K<0.01%+1313F-HR/ATimeline
FLAGSHIP WEALTH ADVISORS, LLC143$27.8K0.01%013F-HRTimeline
Avion Wealth144$27K0.01%013F-HR/ATimeline
Versant Capital Management, Inc138$26.8K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC136$26.4K<0.01%013F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.135$26.2K0.01%013F-HRTimeline
Armor Investment Advisors, LLC135$26.2K0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP132$26K<0.01%013F-HRTimelineGroup
Putney Financial Group LLC130$25.2K0.03%013F-HR/ATimeline
Morton Brown Family Wealth, LLC127$24.7K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC126$24.5K0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC126$24.5K0.01%+413F-HRTimeline
C M BIDWELL & ASSOCIATES LTD124$24.1K0.01%013F-HRTimeline
Berkshire Money Management, Inc.123$23.9K<0.01%new13F-HRTimeline
SYNTAX RESEARCH, INC.122$23.7K0.02%013F-HRTimeline
Twin Lakes Capital Management, LLC119$23.1K0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.117$22.7K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC113$21.9K<0.01%-10313F-HRTimeline
Frazier Financial Advisors, LLC108$21K0.01%-9913F-HRTimeline
FIDUCIARY ADVISORS, INC.108$21K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…106$20.6K<0.01%013F-HRTimeline
POM Investment Strategies, LLC106$20.6K0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC103$20K0.01%013F-HRTimeline
Kilter Group LLC103$20K0.01%new13F-HRTimeline
GeoWealth Management, LLC100$19.4K<0.01%+3213F-HRTimeline
Truvestments Capital LLC100$19.4K<0.01%-3113F-HRTimeline
Chung Wu Investment Group, LLC100$19.4K0.02%new13F-HRTimeline
Rise Advisors, LLC99$19.3K0.01%-14813F-HRTimeline
CarsonAllaria Wealth Management, Ltd.99$19.3K0.01%+113F-HRTimeline
Bell Investment Advisors, Inc99$19.2K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.96$18.6K<0.01%013F-HRTimeline
Cheviot Value Management, LLC95$18.6K<0.01%+3013F-HRTimeline
Fourth Dimension Wealth, LLC91$17.7K0.01%013F-HRTimeline
Gen-Wealth Partners Inc87$16.9K0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…85$16.5K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.71$13.8K0.01%013F-HRTimeline
Accredited Wealth Management, LLC70$13.6K0.01%013F-HRTimeline
Evolution Advisers, Inc.71$13K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV68$13K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC66$12.8K0.01%new13F-HRTimeline
Perritt Capital Management Inc65$12.7K0.01%+113F-HR/ATimeline
Vermillion & White Wealth Management Gr…65$12.6K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.62$12K<0.01%-14813F-HRTimelineGroup
HighMark Wealth Management LLC61$11.9K0.01%new13F-HRTimeline
Integrity Financial Corp /WA58$11.3K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.58$11.2K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV60$11K<0.01%013F-HRTimeline
Luminist Capital LLC56$11K0.01%013F-HRTimeline
Nemes Rush Group LLC51$9.91K<0.01%-913F-HRTimeline
Intelligent Financial Strategies50$9.71K0.01%new13F-HRTimeline
Valued Wealth Advisors LLC50$9.71K0.01%new13F-HRTimeline
High Note Wealth, LLC47$9.13K<0.01%013F-HRTimeline
Bullock Wealth Management Group46$9.11K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.46$8.86K<0.01%+113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC42$8.16K0.01%13F-HRTimeline
Ridgewood Investments LLC41$7.96K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.40$7.77K<0.01%013F-HRTimeline
BFSG, LLC39$7.58K<0.01%-2213F-HRTimeline
10Elms LLP38$7.38K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA36$6.99K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.36$6.99K0.01%13F-HRTimeline
Legacy Investment Solutions, LLC35$6.8K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…35$6.8K<0.01%-6313F-HRTimelineGroup
Aventura Private Wealth, LLC34$6.6K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC32$6.22K<0.01%013F-HRTimeline
Granite Investment Partners, LLC29$5.63K<0.01%013F-HRTimeline
Transce3nd, LLC29$5.63K<0.01%013F-HRTimeline
Legacy Bridge, LLC25$4.86K<0.01%013F-HRTimeline
Horizons Wealth Management25$4.86K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC23$4.47K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.23$4.47K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …21$4K<0.01%-36013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP20$3.88K<0.01%013F-HRTimeline
NewSquare Capital LLC20$3.88K<0.01%+2013F-HRTimeline
AllSquare Wealth Management LLC20$3.88K<0.01%013F-HRTimeline
PMV Capital Advisers, LLC16$3.11K0.01%new13F-HRTimeline
Fairman Group, LLC16$3.11K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.14$2.75K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA8$1.55K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8$1.55K<0.01%new13F-HRTimelineGroup
N.E.W. Advisory Services LLC8$1.55K<0.01%-20813F-HRTimeline
Main Street Group, LTD8$1.55K<0.01%013F-HRTimeline
Hughes Financial Services, LLC7$1.36K<0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4$777<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC4$777<0.01%new13F-HRTimeline
Realta Investment Advisors3$494<0.01%-93613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
BROADWATER CAPITAL MANAGEMENT LLC5,050$5.05K+5,02413F-HR/ATimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.