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Disclosery

IWD ISHARES TR

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ETF (fund)

1,736 managers (1,757 13F filers) reported a position in IWD shares at 2025-09-30, 255,073,325 shares in all. 94 filers opened a position and 65 filers sold out during the quarter.

Managers
1,736
13F filers
1,757
New
94
Added
554
Reduced
622
Sold out
65
Shares held by filers
255,073,325

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Westside Investment Management, Inc.344$70K0.01%013F-HRTimeline
CNB Bank305$62.1K0.03%013F-HRTimeline
Rosenberg Matthew Hamilton304$61.9K0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC304$61.9K0.04%013F-HRTimeline
Rossmore Private Capital302$61.5K0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC300$61.1K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LOM Asset Management Ltd300$61K0.02%013F-HRTimeline
FINANCIAL CONSULATE, INC290$59K0.01%new13F-HRTimeline
Piscataqua Savings Bank290$59K0.05%013F-HRTimeline
Longview Financial Advisors LLC286$58.2K0.03%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.285$58K0.04%013F-HRTimeline
Salomon & Ludwin, LLC283$58K0.01%-1413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC281$57.3K0.02%+113F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.275$56K<0.01%-3213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Atlantic Edge Private Wealth Management…271$55.2K0.01%013F-HRTimeline
North Star Investment Management Corp.269$54.7K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC266$54.2K0.02%-8013F-HRTimeline
Caitlin John, LLC260$52.9K0.04%new13F-HRTimeline
Bear Mountain Capital, Inc.257$52.7K0.02%-213F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA254$51.7K0.01%-3013F-HRTimeline
HHM Wealth Advisors, LLC254$51.7K0.01%013F-HRTimeline
MGB Wealth Management, LLC253$51.6K0.01%013F-HRTimeline
Abound Wealth Management247$50.2K0.01%+113F-HRTimeline
Tidemark, LLC244$49.7K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …242$49.3K0.01%13F-HRTimelineGroup
Peachtree Investment Partners, LLC241$49.1K0.02%-2513F-HRTimeline
Private Wealth Management Group, LLC240$48.9K0.01%new13F-HRTimeline
Quaker Wealth Management, LLC230$46.8K0.02%+113F-HRTimeline
Richardson Capital Management LLC223$45.4K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC224$45K0.01%013F-HRTimeline
Financial Perspectives, Inc221$45K0.01%-2113F-HRTimeline
Main Street Group, LTD213$43.4K0.01%+20513F-HRTimeline
Prestige Wealth Management Group LLC201$40.9K0.01%013F-HR/ATimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.200$40.7K<0.01%new13F-HRTimelineGroup
Aberdeen Wealth Management LLC200$40.7K0.03%013F-HRTimeline
Creative Capital Management Investments…200$40.7K0.01%013F-HRTimeline
one8zero8, LLC200$40.7K0.01%-6913F-HRTimeline
Davis Capital Management189$38.5K0.03%13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.185$37.7K0.02%013F-HRTimeline
VSM Wealth Advisory, LLC185$37.7K0.01%013F-HRTimeline
SJS Investment Consulting Inc.183$37.3K0.01%013F-HRTimeline
Access Investment Management LLC180$36.6K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC179$36.4K0.02%013F-HRTimeline
Center for Financial Planning, Inc.176$35.8K<0.01%-21413F-HRTimeline
RMG Wealth Management LLC170$34.8K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC164$33.4K0.01%013F-HRTimeline
New England Capital Financial Advisors …162$33K0.01%-7013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN160$32.6K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC150$30.5K0.01%013F-HRTimeline
Advantage Trust Co149$30.3K0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC145$29.5K0.02%013F-HRTimeline
Pineridge Advisors LLC144$29.4K0.01%013F-HRTimeline
Holos Integrated Wealth LLC147$29.3K0.02%013F-HRTimeline
Avion Wealth144$29K0.01%013F-HRTimeline
Versant Capital Management, Inc138$28.1K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC136$27.7K<0.01%013F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.135$27.5K0.01%013F-HRTimeline
Armor Investment Advisors, LLC135$27.5K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC135$27.5K<0.01%-3413F-HRTimeline
Clayton Financial Group LLC133$27.1K0.02%new13F-HRTimeline
Bell Investment Advisors, Inc129$26.3K<0.01%+3013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC128$26.1K0.01%-1513F-HRTimeline
Morton Brown Family Wealth, LLC127$25.9K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC126$25.7K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD124$25.2K0.01%013F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC123$25K0.05%13F-HRTimeline
SYNTAX RESEARCH, INC.122$24.8K0.02%013F-HRTimeline
Twin Lakes Capital Management, LLC119$24.2K0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.117$23.8K0.01%013F-HRTimeline
Painted Porch Advisors LLC116$23.6K0.01%-17313F-HRTimeline
Frazier Financial Advisors, LLC108$22K0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.108$22K0.02%013F-HRTimeline
POM Investment Strategies, LLC106$21.6K0.01%013F-HRTimeline
Kilter Group LLC103$21K0.01%013F-HRTimeline
Truvestments Capital LLC100$20.4K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC100$20.4K0.02%013F-HRTimeline
Cheviot Value Management, LLC95$19.6K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.96$19.5K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC91$18.5K0.01%013F-HRTimeline
Gen-Wealth Partners Inc87$17.7K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…85$17.3K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…77$15.7K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.72$14.7K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC70$14.3K<0.01%-4313F-HRTimeline
Accredited Wealth Management, LLC30$14.3K0.01%-4013F-HRTimeline
Evolution Advisers, Inc.71$14K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV68$14K<0.01%013F-HR/ATimeline
Delos Wealth Advisors, LLC66$13.4K0.01%013F-HRTimeline
Perritt Capital Management Inc65$13.3K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…65$13.2K0.01%013F-HRTimeline
HighMark Wealth Management LLC62$12.5K0.01%+113F-HRTimeline
Richard W. Paul & Associates, LLC61$12.4K<0.01%-6513F-HRTimeline
Milestone Investment Advisors LLC60$12.2K<0.01%-15813F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV60$12K<0.01%013F-HRTimeline
Nemes Rush Group LLC51$10.4K<0.01%013F-HRTimeline
Intelligent Financial Strategies50$10.2K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC50$10.2K<0.01%013F-HRTimeline
Rise Advisors, LLC50$10.2K<0.01%-4913F-HRTimeline
High Note Wealth, LLC47$9.57K<0.01%013F-HRTimeline
Kozak & Associates, Inc.47$9.52K<0.01%new13F-HRTimeline
Bullock Wealth Management Group46$9.48K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.46$9.33K<0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP44$9K<0.01%-8813F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC43$8.75K<0.01%-1,97213F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC42$8.55K0.01%013F-HRTimeline
BFSG, LLC39$7.94K<0.01%013F-HRTimeline
10Elms LLP38$7.74K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA36$7.33K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.36$7.33K0.01%013F-HR/ATimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…35$7.13K<0.01%013F-HRTimelineGroup
Aventura Private Wealth, LLC34$6.92K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC32$6.51K<0.01%013F-HRTimeline
Integrity Financial Corp /WA32$6.51K<0.01%-2613F-HRTimeline
Mowery & Schoenfeld Wealth Management, …31$6.31K0.01%new13F-HRTimeline
Granite Investment Partners, LLC29$5.9K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC26$5.29K<0.01%-5,02413F-HR/ATimeline
Legacy Bridge, LLC25$5.09K<0.01%013F-HRTimeline
Horizons Wealth Management25$5.09K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.23$4.68K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP20$4.07K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC20$4.07K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.20$4.07K<0.01%-2013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …21$4K<0.01%013F-HRTimelineGroup
Fairman Group, LLC16$3.26K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.14$2.89K<0.01%013F-HRTimeline
Westfuller Advisors, LLC11$2.24K<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA8$1.63K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC8$1.63K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC8$1.63K<0.01%013F-HRTimeline
Hughes Financial Services, LLC7$1.44K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.5$1.02K<0.01%-6613F-HRTimeline
Beutel, Goodman & Co Ltd.6$1K<0.01%new13F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4$814<0.01%013F-HRTimeline
Kiker Wealth Management, LLC4$814<0.01%013F-HRTimeline
Realta Investment Advisors3$518<0.01%013F-HRTimeline
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.