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Disclosery

IWD ISHARES TR

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ETF (fund)

1,890 managers (1,913 13F filers) reported a position in IWD shares at 2025-12-31, 273,513,716 shares in all. 133 filers opened a position and 60 filers sold out during the quarter.

Managers
1,890
13F filers
1,913
New
133
Added
653
Reduced
547
Sold out
60
Shares held by filers
273,513,716

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC1,050$221K0.04%013F-HRTimeline
Luken Investment Analytics, LLC1,047$220K0.09%013F-HRTimeline
Meridian Financial Partners LLC1,002$220K0.09%013F-HRTimeline
Richard P Slaughter Associates Inc1,042$219K0.05%013F-HRTimeline
Millstone Evans Group, LLC1,039$219K0.13%+17913F-HRTimeline
Robinswood Financial LLC1,036$218K0.07%+313F-HRTimeline
Schneider Downs Wealth Management Advis…1,032$217K0.02%-2213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,033$217K0.01%013F-HRTimeline
Lakeshore Financial Planning, Inc.1,029$216K0.08%+213F-HRTimeline
Clarity Wealth Advisors, LLC1,028$216K0.04%013F-HRTimeline
Private Wealth Management Group, LLC1,028$216K0.06%+78813F-HRTimeline
Heritage Family Offices, LLP1,025$216K0.1%013F-HRTimeline
WEST PACES ADVISORS INC.1,024$215K0.04%+49313F-HRTimeline
CAPITAL ADVISORS INC/OK1,022$215K<0.01%013F-HRTimeline
Beacon Bank & Trust1,022$215K0.04%-12113F-HRTimeline
Hurley Capital, LLC1,022$215K0.12%+513F-HRTimeline
TFC Financial Management, Inc.1,021$215K0.03%013F-HRTimeline
Maple Capital Management, Inc.1,018$214K0.01%new13F-HRTimeline
Tilson Financial Group, Inc.1,017$214K0.07%+113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,016$214K<0.01%013F-HRTimelineGroup
Cannon Financial Strategists, Inc.1,015$214K0.03%013F-HRTimeline
Founders Capital Management1,007$212K0.11%013F-HRTimeline
CSS LLC/IL1,007$212K0.01%013F-HRTimeline
Valpey Financial Services, LLC1,007$212K0.14%+113F-HR/ATimeline
Neumann Capital Management, LLC1,006$212K0.06%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,004$211K0.03%new13F-HRTimeline
Lighthouse Financial LLC1,004$211K0.14%013F-HRTimeline
COUNTRY TRUST BANK1,003$211K<0.01%013F-HRTimeline
MLP3, LLC1,002$211K0.23%13F-HRTimeline
Gordian Advisors LLC1,001$210K0.14%-29213F-HRTimeline
Ballast Rock Private Wealth LLC1,000$210K0.13%13F-HRTimeline
BURNS J W & CO INC/NY1,000$210K0.02%013F-HRTimeline
First City Capital Management, Inc.1,000$210K0.11%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.998$210K0.05%013F-HRTimeline
Tull Financial Group, Inc.996$209K0.09%013F-HRTimeline
Bluesphere Advisors LLC990$208K0.09%+413F-HRTimeline
Wilson & Boucher Capital Management, LLC985$207K0.14%013F-HRTimeline
Monument Capital Management981$206K0.05%new13F-HRTimeline
Columbia Asset Management980$206K0.04%new13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC979$206K0.01%new13F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.979$206K0.03%new13F-HRTimeline
GUERRA PAN ADVISORS, LLC978$206K0.12%-4913F-HRTimeline
CONNABLE OFFICE INC975$205K0.02%new13F-HRTimeline
SACKS & ASSOCIATES, LLC974$205K0.15%13F-HRTimeline
Allen Mooney & Barnes Investment Adviso…971$204K0.03%new13F-HRTimeline
ALONGSIDE, LLC971$204K0.07%13F-HRTimeline
Valtrion Capital Management, LLC969$204K0.2%new13F-HRTimeline
Drake & Associates, LLC965$203K0.04%new13F-HRTimeline
City State Bank962$202K0.06%+13013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC960$202K0.09%new13F-HRTimeline
Vision Capital Management, Inc.958$202K0.02%new13F-HRTimeline
MANCHESTER FINANCIAL INC957$201K0.04%new13F-HRTimeline
GRANDFIELD & DODD, LLC955$201K0.01%-30013F-HRTimeline
Princeton Global Asset Management LLC955$201K0.03%new13F-HRTimeline
TD Waterhouse Canada Inc.955$201K<0.01%+26513F-HRTimeline
Seneschal Advisors, LLC953$200K0.15%013F-HRTimeline
Granite FO LLC913$192K0.1%+213F-HRTimeline
Copia Wealth Management909$191K0.14%013F-HRTimeline
West Branch Capital LLC900$189K0.05%013F-HRTimeline
IAG Wealth Partners, LLC884$186K0.02%+513F-HRTimeline
Birchwood Financial Partners, Inc.882$185K0.18%13F-HRTimeline
Sound Income Strategies, LLC838$183K0.01%+713F-HRTimeline
Medallion Wealth Advisors, LLC872$183K0.06%013F-HRTimeline
NFSG Corp869$183K0.03%+313F-HRTimeline
Strategic Wealth Partners, Ltd.867$182K0.01%+5113F-HRTimeline
LOWE BROCKENBROUGH & CO INC864$182K0.01%-2,88013F-HRTimeline
WealthCollab, LLC863$181K0.07%013F-HRTimeline
SIMA Wealth Partners, LLC858$181K0.14%013F-HRTimeline
CoreFirst Bank & Trust854$180K0.1%+4213F-HRTimeline
KERR FINANCIAL PLANNING Corp785$174K0.23%+113F-HR/ATimeline
PIN OAK INVESTMENT ADVISORS INC753$169K0.12%-25013F-HRTimeline
TrustBankin group TrustBank800$168K0.07%13F-HRTimelineGroup
Advocate Investing Services LLC800$168K0.15%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.779$164K0.11%-30513F-HRTimeline
DB Fitzpatrick & Co, Inc765$161K0.14%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC763$160K0.02%013F-HRTimeline
Cornerstone Planning Group LLC730$160K0.02%-32413F-HRTimeline
Greykasell Wealth Strategies, Inc.757$159K0.06%+413F-HRTimeline
CENTAURUS FINANCIAL, INC.751$158K0.01%-6213F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd747$157K0.04%013F-HRTimelineGroup
First Pacific Financial741$156K0.02%+113F-HRTimeline
Keating Financial Advisory Services, In…740$156K0.02%13F-HRTimeline
Wealth Watch Advisors, INC731$154K0.06%+17213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co725$152K0.01%013F-HRTimelineGroup
UNION SAVINGS BANK708$149K0.06%13F-HRTimeline
SYM FINANCIAL Corp695$146K0.02%+16813F-HRTimeline
Ares Financial Consulting, LLC679$143K0.14%13F-HRTimeline
ARIEL INVESTMENTS, LLC668$141K<0.01%new13F-HRTimeline
Pacifica Partners Inc.655$139K0.06%013F-HRTimeline
Sellwood Investment Partners LLC660$139K0.05%013F-HRTimeline
High Point Wealth Management, LLC659$139K0.13%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.649$137K0.06%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV629$132K0.01%013F-HRTimeline
MilWealth Group LLC618$130K0.03%013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP600$126K<0.01%-1,00013F-HRTimeline
Catherine Avery Investment Management L…592$125K0.07%013F-HRTimeline
SHP Wealth Management587$124K0.01%13F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC588$124K0.06%+3013F-HRTimeline
Windsor Advisory Group, LLC586$123K0.11%-65213F-HRTimeline
WOLFF WIESE MAGANA LLC583$123K0.07%013F-HRTimeline
Palouse Capital Management, Inc.577$121K0.08%013F-HRTimeline
United Community Bankin group United Community Bank575$121K0.05%+8313F-HRTimelineGroup
Avalon Trust Co558$117K0.01%013F-HRTimeline
S&T Bank/PA550$116K0.04%013F-HRTimeline
ESL Trust Services, LLC536$113K0.02%013F-HRTimeline
Provident Wealth Management, LLC516$109K0.03%013F-HRTimeline
Jackson Hole Capital Partners, LLC497$105K0.02%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC483$102K0.05%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.480$101K0.01%13F-HRTimeline
Capital Investment Counsel, Inc475$99.9K0.01%new13F-HRTimeline
Collier Financial474$99.7K0.07%-4513F-HRTimeline
Cherry Tree Wealth Management, LLC472$99.3K0.02%013F-HRTimeline
Bernard Wealth Management Corp.467$98.2K0.04%013F-HRTimeline
Coston, McIsaac & Partners470$98K0.02%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP462$97.2K0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.456$95.9K0.03%+45113F-HRTimeline
TD Capital Management LLC454$95.5K0.01%013F-HRTimeline
Cornerstone Financial Management LLC445$93.6K0.09%13F-HR/ATimeline
Concord Wealth Partnersin group Concord Wealth Partners439$92.4K0.01%+313F-HRTimelineGroup
Signature Equity Partners, LLC439$92.2K0.05%13F-HRTimeline
Abound Wealth Management432$90.8K0.02%+18513F-HRTimeline
Field & Main Bank400$84.1K0.02%013F-HRTimeline
Noble Wealth Management PBC400$84.1K0.04%013F-HRTimeline
Glassy Mountain Advisors, Inc.396$83.3K0.03%013F-HRTimeline
Smithfield Trust Co390$82K<0.01%013F-HRTimeline
Wellington Grp LLC389$81.8K0.03%13F-HR/ATimeline
IFS Advisors, LLC383$80.6K0.04%013F-HRTimeline
Signature Resources Capital Management,…382$80.3K0.04%new13F-HRTimeline
Investors Research Corp378$79.5K0.01%013F-HRTimeline
SRH ADVISORS, LLC370$77.8K0.02%013F-HRTimeline
Register Financial Advisors LLC367$77.2K0.03%-46513F-HRTimeline
Atlantic Private Wealth, LLC364$76.6K0.05%013F-HRTimeline
Caldwell Trust Co358$75.3K0.01%013F-HRTimeline
Topsail Wealth Management, LLC349$73.4K0.01%013F-HRTimeline
Westside Investment Management, Inc.344$72.4K0.01%013F-HRTimeline
New Millennium Group LLC344$72.4K0.03%-5613F-HRTimeline
Raleigh Capital Management Inc.339$71.2K0.03%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.332$69.8K<0.01%+13213F-HRTimelineGroup
FINANCIAL CONSULATE, INC329$69.2K0.01%+3913F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC318$66.9K0.04%13F-HRTimeline
Towne Trust Company, N.A317$66.7K0.02%new13F-HRTimeline
Hilton Head Capital Partners, LLC315$66.3K0.04%13F-HRTimeline
CNB Bank305$64.2K0.03%013F-HRTimeline
Rosenberg Matthew Hamilton304$63.9K0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC304$63.9K0.03%013F-HRTimeline
Rossmore Private Capital302$63.5K0.01%013F-HRTimeline
LOM Asset Management Ltd300$63.1K0.02%013F-HRTimeline
Merrithew & Thorsten Inc304$63K0.07%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC296$62.2K<0.01%-6,11213F-HRTimeline
EQ WEALTH ADVISORS, LLC293$61.6K0.04%new13F-HRTimeline
Piscataqua Savings Bank290$61K0.04%013F-HRTimeline
Longview Financial Advisors LLC286$60.2K0.03%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.285$60.1K0.02%013F-HRTimeline
SITTNER & NELSON, LLC266$59.7K0.02%013F-HRTimeline
Salomon & Ludwin, LLC269$57.7K0.01%-1413F-HRTimeline
Atlantic Edge Private Wealth Management…271$57K0.01%013F-HRTimeline
North Star Investment Management Corp.269$56.5K<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.256$56.1K0.02%-113F-HRTimeline
Caitlin John, LLC260$54.7K0.04%013F-HRTimeline
MGB Wealth Management, LLC255$53.6K0.02%+213F-HRTimeline
HHM Wealth Advisors, LLC254$53.4K0.01%013F-HRTimeline
Tidemark, LLC244$51.3K0.01%013F-HRTimeline
Triumph Capital Management243$51.2K0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …242$50.9K0.01%013F-HRTimelineGroup
Global Trust Asset Management, LLC236$49.6K0.02%-1,42113F-HRTimeline
Rossby Financial, LCC232$48.8K0.02%new13F-HRTimeline
Quaker Wealth Management, LLC231$48.6K0.02%+113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…231$48.6K<0.01%-26,91113F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC224$47K0.01%013F-HRTimeline
Dunhill Financial, LLC223$46.9K0.01%-78113F-HRTimeline
Richardson Capital Management LLC223$46.9K0.02%013F-HRTimeline
Financial Perspectives, Inc222$46.7K0.01%+113F-HRTimeline
Prestige Wealth Management Group LLC201$42.3K0.01%013F-HRTimeline
Aberdeen Wealth Management LLC200$42.1K0.02%013F-HRTimeline
Creative Capital Management Investments…200$42.1K0.01%013F-HRTimeline
one8zero8, LLC200$42.1K0.01%013F-HRTimeline
Camelot Portfolios, LLC197$41.4K0.03%new13F-HRTimeline
Peachtree Investment Partners, LLC191$40.3K0.01%-5013F-HRTimeline
Key Capital Management, INC190$40K0.04%13F-HRTimeline
Davis Capital Management189$39.8K0.03%013F-HRTimeline
VSM Wealth Advisory, LLC185$38.9K0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.185$38.9K0.02%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC184$38.7K0.05%13F-HRTimeline
SJS Investment Consulting Inc.183$38.5K<0.01%013F-HRTimeline
Vision Retirement, LLC178$37.4K0.01%13F-HRTimeline
Center for Financial Planning, Inc.176$37K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC175$36.8K0.01%+2513F-HRTimeline
Access Investment Management LLC180$36.6K0.01%013F-HRTimeline
Eagle Bay Advisors LLC169$35.5K0.03%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC164$34.5K0.01%013F-HRTimeline
New England Capital Financial Advisors …162$34.1K0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.154$33.9K0.03%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN160$33.7K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC147$31.2K0.02%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC148$31.1K0.01%new13F-HRTimeline
Heritage Wealth Advisors146$30.7K<0.01%new13F-HRTimeline
Avion Wealth144$30K0.01%013F-HRTimeline
Versant Capital Management, Inc138$29K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC136$28.6K<0.01%013F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.135$28.4K0.01%013F-HRTimeline