IWD ISHARES TR

ETF (fund)

1,885 managers (1,909 13F filers) reported a position in IWD shares at 2026-03-31, 268,233,059 shares in all. 111 filers opened a position and 106 filers sold out during the quarter.

Managers: 1,885
13F filers: 1,909
New: 111
Added: 585
Reduced: 707
Sold out: 106
Shares held by filers: 268,233,059

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Lakeshore Financial Planning, Inc.	1,028	$220K	0.08%	-1	13F-HR Timeline
Clarity Wealth Advisors, LLC	1,028	$220K	0.05%	0	13F-HR Timeline
Private Wealth Management Group, LLC	1,028	$220K	0.06%	0	13F-HR Timeline
Hurley Capital, LLC	1,026	$219K	0.12%	+4	13F-HR Timeline
Heritage Family Offices, LLP	1,025	$219K	0.1%	0	13F-HR Timeline
WEST PACES ADVISORS INC.	1,024	$219K	0.04%	0	13F-HR Timeline
Beacon Bank & Trust	1,022	$218K	0.04%	0	13F-HR Timeline
Bluesphere Advisors LLC	1,021	$218K	0.08%	+31	13F-HR Timeline
Tilson Financial Group, Inc.	1,018	$218K	0.07%	+1	13F-HR Timeline
Maple Capital Management, Inc.	1,018	$218K	0.01%	0	13F-HR Timeline
Fiera Capital Corpin group Fiera Capital Corp	1,016	$217K	<0.01%	0	13F-HR Timeline Group
Cannon Financial Strategists, Inc.	1,015	$217K	0.03%	0	13F-HR Timeline
Founders Capital Management	1,007	$215K	0.11%	0	13F-HR Timeline
CSS LLC/IL	1,007	$215K	0.01%	0	13F-HR Timeline
Wealthstar Advisors, LLC	1,006	$215K	0.13%	new	13F-HR Timeline
Neumann Capital Management, LLC	1,006	$215K	0.06%	0	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	1,004	$215K	0.03%	0	13F-HR Timeline
Lighthouse Financial LLC	1,004	$215K	0.13%	0	13F-HR Timeline
COUNTRY TRUST BANK	1,003	$214K	<0.01%	0	13F-HR Timeline
Gordian Advisors LLC	1,001	$214K	0.14%	0	13F-HR Timeline
BURNS J W & CO INC/NY	1,000	$214K	0.02%	0	13F-HR Timeline
First City Capital Management, Inc.	1,000	$214K	0.11%	0	13F-HR Timeline
Hemenway Trust Co LLC	1,000	$214K	0.02%	new	13F-HR Timeline
OARSMAN CAPITAL, INC.	1,000	$214K	0.03%	-10,333	13F-HR Timeline
Charles Schwab Trust Coin group Charles Schwab Trust Co	999	$213K	0.01%	-1,037	13F-HR Timeline Group
VOISARD ASSET MANAGEMENT GROUP, INC.	998	$213K	0.05%	0	13F-HR Timeline
Wilson & Boucher Capital Management, LLC	985	$210K	0.14%	0	13F-HR Timeline
Monument Capital Management	981	$210K	0.05%	0	13F-HR Timeline
Columbia Asset Management	980	$209K	0.04%	0	13F-HR Timeline
LAFFER TENGLER INVESTMENTS, INC.	979	$209K	0.03%	0	13F-HR Timeline
RETIREMITTEN FINANCIAL LLC	979	$209K	0.1%		13F-HR Timeline
GUERRA PAN ADVISORS, LLC	978	$209K	0.13%	0	13F-HR Timeline
CONNABLE OFFICE INC	975	$208K	0.02%	0	13F-HR Timeline
SACKS & ASSOCIATES, LLC	974	$208K	0.15%	0	13F-HR Timeline
Princeton Global Asset Management LLC	970	$207K	0.03%	+15	13F-HR Timeline
FourThought Financial Partners, LLC	968	$207K	0.02%	-270	13F-HR Timeline
Valpey Financial Services, LLC	965	$206K	0.13%	-42	13F-HR Timeline
ORBA Wealth Advisors, L.L.C.	964	$206K	0.25%	-435	13F-HR Timeline
Valtrion Capital Management, LLC	964	$206K	0.19%	-5	13F-HR Timeline
City State Bank	962	$206K	0.05%	0	13F-HR Timeline
HOWARD WEALTH MANAGEMENT, LLC	960	$205K	0.09%	0	13F-HR Timeline
Vision Capital Management, Inc.	958	$205K	0.03%	0	13F-HR Timeline
Seneschal Advisors, LLC	953	$204K	0.15%	0	13F-HR Timeline
Opus Financial Solutions LLC	950	$203K	0.19%	new	13F-HR Timeline
Ledgewood Wealth Advisors, LLC	950	$203K	0.11%	new	13F-HR Timeline
Adirondack Capital Advisors, LLC	947	$202K	0.13%	new	13F-HR Timeline
Manuka Financial, LLC	946	$202K	0.12%	-122	13F-HR Timeline
Prasad Wealth Partners, LLC	943	$202K	0.05%	new	13F-HR Timeline
Financial & Tax Architects, LLC	943	$201K	0.04%	new	13F-HR Timeline
360 Financial, Inc.	943	$201K	0.06%	new	13F-HR Timeline
Archer Investment Management, LLC	943	$201K	0.08%	new	13F-HR Timeline
Global Assets Advisory, LLC	942	$201K	0.06%	new	13F-HR Timeline
LifeWealth Investments, LLC	942	$201K	0.06%	-424	13F-HR Timeline
SYM FINANCIAL Corp	920	$197K	0.02%	+225	13F-HR Timeline
Granite FO LLC	915	$196K	0.12%	+2	13F-HR/A Timeline
West Branch Capital LLC	900	$192K	0.05%	0	13F-HR Timeline
Keating Financial Advisory Services, In…	899	$192K	0.03%	+159	13F-HR Timeline
IAG Wealth Partners, LLC	879	$188K	0.02%	-5	13F-HR Timeline
LOWE BROCKENBROUGH & CO INC	864	$185K	0.01%	0	13F-HR Timeline
WealthCollab, LLC	863	$184K	0.08%	0	13F-HR Timeline
SIMA Wealth Partners, LLC	855	$183K	0.14%	-3	13F-HR Timeline
KERR FINANCIAL PLANNING Corp	787	$179K	0.13%	+2	13F-HR/A Timeline
NFSG Corp	821	$176K	0.03%	-48	13F-HR Timeline
Advocate Investing Services LLC	800	$171K	0.14%	0	13F-HR Timeline
Creative Capital Management Investments…	794	$170K	0.05%	+594	13F-HR Timeline
Washington Trust Advisors, Inc.	787	$168K	0.01%	-439	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	779	$166K	0.11%	0	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	772	$165K	0.01%	+21	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	763	$163K	0.02%	0	13F-HR Timeline
Greykasell Wealth Strategies, Inc.	760	$162K	0.07%	+3	13F-HR Timeline
VESTOR CAPITAL, LLC	750	$160K	0.01%	-880	13F-HR Timeline
DB Fitzpatrick & Co, Inc	742	$159K	0.14%	-23	13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	725	$155K	0.01%	0	13F-HR Timeline Group
CoreFirst Bank & Trust	709	$151K	0.08%	-145	13F-HR Timeline
Providence Capital Advisors, LLC	709	$151K	0.02%	-1,320	13F-HR Timeline
UNION SAVINGS BANK	708	$151K	0.07%	0	13F-HR Timeline
TD Waterhouse Canada Inc.	690	$148K	<0.01%	-265	13F-HR Timeline
Robinswood Financial LLC	689	$147K	0.05%	-347	13F-HR/A Timeline
Ares Financial Consulting, LLC	681	$146K	0.12%	+2	13F-HR Timeline
Pacifica Partners Inc.	678	$145K	0.05%	+23	13F-HR Timeline
Forum Finance Group S.A.	835	$144K	0.08%		13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	664	$142K	0.01%	+35	13F-HR Timeline
Frazier Financial Advisors, LLC	662	$141K	0.08%	+554	13F-HR Timeline
Sellwood Investment Partners LLC	660	$141K	0.06%	0	13F-HR Timeline
High Point Wealth Management, LLC	659	$141K	0.14%	0	13F-HR Timeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	654	$140K	0.06%	+66	13F-HR Timeline
PEOPLES FINANCIAL SERVICES CORP.	652	$139K	0.07%	+467	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	649	$139K	0.06%	0	13F-HR Timeline
Birchwood Financial Partners, Inc.	633	$135K	0.13%	-249	13F-HR Timeline
Copia Wealth Management	626	$134K	0.09%	-283	13F-HR Timeline
MilWealth Group LLC	618	$132K	0.03%	0	13F-HR Timeline
Cache Advisors, LLC	608	$130K	0.02%	new	13F-HR Timeline
SHP Wealth Management	602	$129K	0.01%	+15	13F-HR Timeline
SCHRODER INVESTMENT MANAGEMENT GROUP	600	$128K	<0.01%	0	13F-HR Timeline
Windsor Advisory Group, LLC	586	$125K	0.1%	0	13F-HR Timeline
WOLFF WIESE MAGANA LLC	583	$125K	0.07%	0	13F-HR Timeline
Palouse Capital Management, Inc.	577	$123K	0.08%	0	13F-HR Timeline
Collier Financial	577	$123K	0.09%	+103	13F-HR Timeline
HHM Wealth Advisors, LLC	558	$119K	0.01%	+304	13F-HR Timeline
S&T Bank/PA	550	$118K	0.04%	0	13F-HR Timeline
Community Financial Services Group, LLC	535	$115K	0.02%	new	13F-HR Timeline
ESL Trust Services, LLC	536	$115K	0.02%	0	13F-HR Timeline
Register Financial Advisors LLC	526	$112K	0.04%	+159	13F-HR Timeline
Basecamp Wealth Advisors LLC	522	$111K	0.02%	new	13F-HR Timeline
Provident Wealth Management, LLC	516	$110K	0.03%	0	13F-HR Timeline
Sound Income Strategies, LLC	508	$109K	0.01%	-330	13F-HR Timeline
NFJ INVESTMENT GROUP, LLC	511	$109K	<0.01%	-40,594	13F-HR Timeline
Jackson Hole Capital Partners, LLC	498	$106K	0.02%	+1	13F-HR Timeline
United Community Bankin group United Community Bank	492	$105K	0.04%	-83	13F-HR Timeline Group
JPL Wealth Management, LLC	491	$105K	0.02%	new	13F-HR/A Timeline
IFG Advisory, LLC	487	$104K	0.3%	-7,124	13F-HR Timeline
ARCADIA INVESTMENT ADVISORS LLC	483	$103K	0.05%	0	13F-HR Timeline
Key Capital Management, INC	479	$102K	0.07%	+289	13F-HR Timeline
Capital Investment Counsel, Inc	475	$101K	0.01%	0	13F-HR Timeline
Coston, McIsaac & Partners	470	$100K	0.02%	0	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	462	$98.7K	0.01%	0	13F-HR Timeline Group
PIN OAK INVESTMENT ADVISORS INC	454	$97K	0.07%	-299	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	450	$96.2K	0.03%	new	13F-HR Timeline
Cornerstone Financial Management LLC	445	$95.1K	0.09%	0	13F-HR/A Timeline
Bernard Wealth Management Corp.	443	$94.7K	0.04%	-24	13F-HR Timeline
Abound Wealth Management	439	$93.7K	0.02%	+7	13F-HR Timeline
Cherry Tree Wealth Management, LLC	431	$92.1K	0.02%	-41	13F-HR Timeline
Burk Holdings LLC	418	$89.3K	0.04%	new	13F-HR Timeline
Field & Main Bank	400	$85.5K	0.02%	0	13F-HR Timeline
Glassy Mountain Advisors, Inc.	396	$84.6K	0.03%	0	13F-HR Timeline
Signature Equity Partners, LLC	394	$84.2K	0.05%	-45	13F-HR Timeline
Smithfield Trust Co	390	$84K	<0.01%	0	13F-HR Timeline
PARK NATIONAL CORP /OH/	385	$82.3K	<0.01%	new	13F-HR Timeline
IFS Advisors, LLC	383	$81.8K	0.04%	0	13F-HR Timeline
Noble Wealth Management PBC	380	$81.2K	0.04%	-20	13F-HR Timeline
Investors Research Corp	378	$80.8K	0.02%	0	13F-HR Timeline
SRH ADVISORS, LLC	370	$79.1K	0.02%	0	13F-HR Timeline
Catherine Avery Investment Management L…	370	$79.1K	0.04%	-222	13F-HR Timeline
Atlantic Private Wealth, LLC	364	$77.8K	0.05%	0	13F-HR Timeline
Caldwell Trust Co	358	$76.5K	0.01%	0	13F-HR Timeline
Cornerstone Planning Group LLC	326	$75.4K	0.01%	-404	13F-HR Timeline
Topsail Wealth Management, LLC	349	$74.6K	0.01%	0	13F-HR Timeline
Silver Grove Financial Group, Inc.	346	$74K	0.06%	new	13F-HR Timeline
Westside Investment Management, Inc.	344	$73.5K	0.01%	0	13F-HR Timeline
Retirement Wealth Solutions LLC	338	$72.2K	0.05%	new	13F-HR Timeline
Private Wealth Asset Management, LLC	330	$70.5K	0.01%	+195	13F-HR Timeline
FINANCIAL CONSULATE, INC	329	$70.3K	0.01%	0	13F-HR Timeline
Main Management LLCin group Main Management ETF Advisors,…	323	$69K	0.01%	new	13F-HR Timeline Group
Towne Trust Company, N.A	317	$67.7K	0.02%	0	13F-HR Timeline
Hilton Head Capital Partners, LLC	316	$67.4K	0.04%	+1	13F-HR Timeline
Wealth Enhancement Trust Services, Inc.	309	$66K	0.01%	-171	13F-HR Timeline
CNB Bank	305	$65.2K	0.03%	0	13F-HR Timeline
Merrithew & Thorsten Inc	305	$65K	0.06%	+1	13F-HR Timeline
Rosenberg Matthew Hamilton	304	$65K	0.01%	0	13F-HR Timeline
Wealth Preservation Advisors, LLC	304	$65K	0.05%	0	13F-HR Timeline
Vision Retirement, LLC	304	$65K	0.02%	+126	13F-HR Timeline
Rossmore Private Capital	302	$64.5K	0.01%	0	13F-HR Timeline
Hickory Point Bank & Trust	300	$64.1K	0.04%	new	13F-HR Timeline
LOM Asset Management Ltd	300	$64.1K	0.02%	0	13F-HR Timeline
MCGUIRE CAPITAL ADVISORS INC	293	$62.6K	0.04%	-25	13F-HR Timeline
Piscataqua Savings Bank	290	$62K	0.04%	0	13F-HR Timeline
Scarborough Advisors, LLC	288	$61.5K	0.01%	new	13F-HR Timeline
Longview Financial Advisors LLC	286	$61.1K	0.03%	0	13F-HR Timeline
MRP Capital Investments, LLC	282	$60.3K	0.05%	new	13F-HR Timeline
Holos Integrated Wealth LLC	278	$60.2K	0.03%	+131	13F-HR Timeline
MARSHALL INVESTMENT MANAGEMENT, LLC	275	$58.8K	0.03%	new	13F-HR Timeline
Bear Mountain Capital, Inc.	256	$58.2K	0.02%	0	13F-HR Timeline
Salomon & Ludwin, LLC	269	$58K	0.01%	0	13F-HR Timeline
Atlantic Edge Private Wealth Management…	271	$57.9K	0.01%	0	13F-HR Timeline
North Star Investment Management Corp.	269	$57.4K	<0.01%	0	13F-HR Timeline
SITTNER & NELSON, LLC	266	$56.8K	0.02%	0	13F-HR Timeline
Caitlin John, LLC	260	$55.6K	0.03%	0	13F-HR Timeline
VAN DEN BERG MANAGEMENT I, INC	247	$52.8K	0.01%	-1,009	13F-HR Timeline
Synergy Investment Management, LLC	246	$52.6K	0.02%	new	13F-HR Timeline
Tidemark, LLC	244	$52.1K	0.01%	0	13F-HR Timeline
PURSUIT WEALTH STRATEGIES, LLC	244	$52.1K	0.07%	+60	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	243	$51.9K	0.03%	-42	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	242	$51.7K	0.01%	0	13F-HR Timeline Group
Global Trust Asset Management, LLC	236	$50.4K	0.02%	0	13F-HR Timeline
Rossby Financial, LCC	232	$49.9K	0.01%	0	13F-HR Timeline
Quaker Wealth Management, LLC	232	$49.6K	0.02%	+1	13F-HR Timeline
Legend Capital Advisors LLC	231	$49.4K	0.03%	new	13F-HR Timeline
Richardson Capital Management LLC	223	$47.6K	0.02%	0	13F-HR Timeline
Financial Perspectives, Inc	223	$47.6K	0.01%	+1	13F-HR Timeline
Dunhill Financial, LLC	222	$47.6K	0.01%	-1	13F-HR Timeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC	221	$47.2K	<0.01%	-75	13F-HR Timeline
VALLEY NATIONAL ADVISERS INC	224	$47K	0.01%	0	13F-HR Timeline
Owl Creek Wealth Partners LLC	217	$46.3K	0.02%		13F-HR Timeline
VSM Wealth Advisory, LLC	213	$45.5K	0.01%	+28	13F-HR Timeline
Triumph Capital Management	207	$44.2K	0.01%	-36	13F-HR Timeline
Prestige Wealth Management Group LLC	201	$42.9K	0.01%	0	13F-HR Timeline
Aberdeen Wealth Management LLC	200	$42.7K	0.02%	0	13F-HR Timeline
Center for Financial Planning, Inc.	199	$42.5K	<0.01%	+23	13F-HR Timeline
Peachtree Investment Partners, LLC	192	$41K	0.02%	+1	13F-HR Timeline
Davis Capital Management	189	$40.4K	0.03%	0	13F-HR Timeline
RMG Wealth Management LLC	170	$39.9K	<0.01%	new	13F-HR Timeline
SJS Investment Consulting Inc.	183	$39.1K	<0.01%	0	13F-HR Timeline
Access Investment Management LLC	180	$38.5K	0.01%	0	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	175	$37.4K	0.02%	0	13F-HR Timeline
MB, LEVIS & ASSOCIATES, LLC	164	$35K	0.01%	0	13F-HR Timeline
New England Capital Financial Advisors …	162	$34.6K	0.01%	0	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	160	$34.2K	<0.01%	0	13F-HR Timeline
Three Bearings Fiduciary Advisors, Inc.	154	$32.9K	0.03%	0	13F-HR Timeline
GRAND WEALTH MANAGEMENT, LLC	148	$31.6K	0.01%	0	13F-HR Timeline
Heritage Wealth Advisors	146	$31.2K	<0.01%	0	13F-HR Timeline