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Disclosery

IWD ISHARES TR

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ETF (fund)

1,718 managers (1,740 13F filers) reported a position in IWD shares at 2024-12-31, 278,188,134 shares in all. 121 filers opened a position and 72 filers sold out during the quarter.

Managers
1,718
13F filers
1,740
New
121
Added
612
Reduced
482
Sold out
72
Shares held by filers
278,188,134

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/54,061,592$10B0.93%+4,699,79213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY38,377,583$7.1B0.5%+6,497,51813F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,266,263$2.83B0.54%+39,81213F-HRTimelineGroup
FMR LLCin group FMR LLC9,268,989$1.72B0.1%+354,69413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,252,043$1.71B0.14%+671,71013F-HRTimelineGroup
Financial Engines Advisors L.L.C.9,013,079$1.67B3.51%-325,68613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,087,119$1.5B+1,446,728Timeline
UBS Group AGgroup of 2 filers holding7,137,084$1.32B+238,236Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,284,015$1.16B0.28%+1,683,29713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,253,808$973M0.36%13F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,599,543$852M1.63%+160,16013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,265,281$790M0.11%+346,94613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,985,097$738M0.7%-2,191,56413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp3,720,837$689M2.32%+173,05813F-HRTimelineGroup
LPL Financial LLC3,720,195$689M0.28%+426,21813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,386,955$627M0.42%+139,68913F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,966,613$549M0.75%+1,025,35713F-HRTimelineGroup
SYNOVUS FINANCIAL CORP2,914,288$540M6.87%+65,37413F-HRTimeline
Jasper Ridge Partners, L.P.2,745,105$508M16.09%+27,52913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,501,354$463M0.73%+299,28013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,365,558$438M0.09%+372,45313F-HRTimelineGroup
Alaska Permanent Fund Corp2,357,188$436M6.48%-106,36413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,135,184$395M0.41%+187,75913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,054,601$380M0.01%-547,25513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,966,562$364M0.53%-86,24413F-HRTimeline
GLOBALT Investments LLC / GA1,830,593$339M12.97%-52,77113F-HRTimeline
TIAAgroup of 2 filers holding1,762,457$326M+309,253Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,519,052$281M0.07%+518,27413F-HRTimelineGroup
Franklin Resourcesgroup of 3 filers holding1,287,527$238M+519,338Timeline
Stairway Partners, LLC1,235,849$229M14.41%+42,87513F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,231,290$228M0.08%-512,71313F-HRTimeline
Cetera Investment Advisers1,231,116$228M0.48%+127,49713F-HRTimeline
Johns Hopkins University1,105,404$205M7.7%013F-HRTimeline
COMERICA BANK1,086,718$201M0.81%+72,20113F-HR/ATimeline
HighTower Advisors, LLC1,065,883$197M0.27%+80,22513F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding1,042,251$193M+576,168Timeline
CITIGROUP INCin group CITIGROUP INC1,027,987$190M0.18%-53,24113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,016,460$188M0.49%+74613F-HRTimelineGroup
NorthCoast Asset Management LLC861,760$160M0.78%+36,61613F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\858,624$159M0.21%-13,17813F-HRTimelineGroup
Waldron Private Wealth LLC850,844$158M6.34%-5,70413F-HRTimeline
OAKWORTH CAPITAL, INC.764,174$141M9.73%+17,64113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK750,734$139M0.86%-12,66013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp728,800$135M0.02%+59,99613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS697,373$129M0.1%-82,83313F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…692,124$128M1.8%+31,15213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…671,674$124M0.24%+9,60413F-HR/ATimeline
1ST SOURCE BANK660,089$122M6.99%-5,67313F-HRTimeline
Circle Wealth Management, LLC607,633$112M2.41%+27513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC576,258$107M0.06%-14,56813F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA541,657$100M0.18%+142,32613F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC534,418$99.1M0.44%+15,33513F-HRTimelineGroup
Creative Planningin group Creative Planning531,691$98.4M0.1%+7,15813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding496,268$91.9M+318,607Timeline
Mariner, LLCin group Mariner, LLC492,338$91.1M0.15%-6,49713F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…484,386$89.7M0.03%+353,99413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP486,496$89.6M0.15%-3,41113F-HRTimelineGroup
Modera Wealth Management, LLC445,948$82.6M1%-5,84113F-HRTimeline
EQUITY INVESTMENT CORP439,833$81.4M1.91%+327,53713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.414,639$76.8M0.17%+24,02513F-HR/ATimelineGroup
Cedar Mountain Advisors, LLC413,551$76.6M16.82%+2,65113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…413,330$76.5M0.06%+52113F-HRTimelineGroup
Cassaday & Co Wealth Management LLC403,598$74.7M2.04%+34,58113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding396,783$73.5M+274,987Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.390,861$72.4M0.69%-16,75813F-HRTimelineGroup
CHOREO, LLC388,500$71.9M1.03%+4,95813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.379,988$70.3M7.51%+4,14813F-HRTimeline
MML INVESTORS SERVICES, LLC377,266$69.8M0.24%+7,13413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS370,305$68.6M0.2%-1,28413F-HRTimeline
Geller Advisors LLC367,037$67.9M4.46%-21,46113F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…365,537$67.7M5.64%-63513F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC364,036$67.4M0.94%-4,04713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding355,819$65.9M-11,428Timeline
LANDAAS & CO /WI /ADV355,144$65.7M18.2%-2,98113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.353,989$65.5M0.9%+7,83613F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.327,433$60.6M3.33%+1,87513F-HR/ATimelineGroup
Badgley Phelps Wealth Managers, LLC326,046$60.4M1.41%+102,38113F-HRTimeline
MAI Capital Management320,421$59.3M0.44%+12,45913F-HRTimeline
EP Wealth Advisors, LLC318,876$59M0.48%-4,46013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC315,448$58.4M0.82%+2,63313F-HRTimeline
Private Advisor Group, LLC314,886$58.3M0.33%-10,96713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC314,785$58.3M0.07%+22,77913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding306,319$56.7M+28,798Timeline
ASSETMARK, INCin group ASSETMARK, INC300,113$55.6M0.15%-8,76213F-HRTimelineGroup
Cresset Asset Management, LLC300,081$55.6M0.27%-23,63313F-HRTimeline
Beacon Pointe Advisors, LLC293,411$54.3M0.6%+215,07713F-HRTimeline
CAMBIAR INVESTORS LLC292,754$54.2M2.15%+260,64813F-HRTimeline
LONDON CO OF VIRGINIA290,119$53.7M0.29%+278,86713F-HRTimeline
First Business Financial Services, Inc.287,455$53.2M5.26%+1,05213F-HRTimeline
Janney Montgomery Scott LLC284,776$52.7M0.15%+105,73613F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding278,057$52M+113,677Timeline
Paulson Wealth Management Inc.260,846$48.3M13.18%+30,98513F-HRTimeline
FSA Wealth Management LLC253,893$47M19.08%-1,13313F-HRTimeline
Wind River Trust Co253,335$46.9M18.44%013F-HRTimeline
Steward Partners Investment Advisory, L…251,890$46.6M0.41%+3,49113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT240,880$44.6M0.41%+193,03813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…223,590$43.6M0.08%+5,34313F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding230,575$42.7M-13,973Timeline
Cerity Partners LLCin group Cerity Partners LLC229,773$42.6M0.09%+33,73513F-HRTimelineGroup
Flaharty Asset Management, LLC224,352$41.5M6.06%-5,31013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…222,425$41.2M8.87%+106,35513F-HRTimeline
Relyea Zuckerberg Hanson LLC222,296$41.2M5.53%+1,52313F-HRTimeline
BLAIR WILLIAM & CO/IL214,045$39.6M0.12%-6,31913F-HRTimeline
Nadler Financial Group, Inc.213,075$39.4M4.16%-4,81013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC212,704$39.4M0.04%+162,65013F-HRTimelineGroup
Coho Partners, Ltd.212,271$39.3M1.81%+210,71913F-HRTimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…211,066$39.1M0.08%+181,47813F-HRTimelineGroup
Comprehensive Financial Management LLC210,233$38.9M1.07%013F-HRTimeline
Graypoint LLC209,904$38.9M2.35%+3,62413F-HRTimeline
Mesirow Financial Investment Management…208,636$38.6M0.77%+4213F-HRTimeline
JMAC ENTERPRISES LLC203,487$37.7M5.91%+6,49013F-HRTimeline
First Horizon Advisors, Inc.199,496$36.9M1.03%+2,22013F-HRTimeline
M.D. Sass, LLC197,774$36.6M2.8%+129,48713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP195,958$36.3M0.27%-1,76713F-HRTimelineGroup
CX Institutional193,626$35.8M1.42%+63,08713F-HRTimeline
SIMON QUICK ADVISORS, LLC190,064$35.2M2.11%-84013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP185,834$34.4M0.82%+5,08213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV180,940$33.5M0.08%-10,14713F-HRTimeline
Pinnacle Financial Partners Inc178,372$33M0.67%+20,75013F-HRTimeline
Beirne Wealth Consulting Services, LLC176,324$32.6M11.77%+93113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.173,510$32.3M0.06%+3,81313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC174,195$32.2M0.27%+131,56313F-HRTimeline
LBJ Family Wealth Advisors, Ltd.168,516$31.2M18.6%-1,22713F-HR/ATimeline
Legacy Edge Advisors, LLC167,840$31M4.92%+35,59913F-HRTimeline
HB Wealth Management, LLC165,280$30.6M0.31%+1,36013F-HRTimeline
Cullen Capital Management, LLC163,124$30.2M0.35%new13F-HRTimeline
TRUE Private Wealth Advisors161,187$29.8M3.62%-2,88213F-HRTimeline
Covenant Partners, LLC153,886$28.5M8.78%+7,28113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…150,092$27.8M0.11%+13313F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.149,734$27.7M0.17%+75,77313F-HRTimeline
Clearstead Advisors, LLC148,553$27.5M0.42%-75,65313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC147,935$27.4M0.77%+38,68613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC143,942$26.6M0.02%+2,48413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC142,183$26.3M0.16%+91,60213F-HRTimelineGroup
CFS Investment Advisory Services, LLC142,180$26.3M2.36%+1,68113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…138,188$25.6M0.06%+114,95813F-HR/ATimeline
Pacific Sage Partners, LLC137,620$25.5M5.81%+3,86913F-HRTimeline
RMR Wealth Builders137,418$25.4M2.63%+1,94013F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC136,661$25.3M0.2%-1,98113F-HRTimelineGroup
Waverly Advisors, LLC136,514$25.3M0.39%+19,09213F-HRTimeline
NewEdge Advisors, LLC135,498$25.1M0.15%+26,36813F-HRTimeline
AMG National Trust Bank135,574$25M0.69%-2,11413F-HRTimeline
EAGLE CAPITAL MANAGEMENT LLC134,108$24.8M0.09%new13F-HRTimeline
Dynamic Advisor Solutions LLC133,394$24.7M1.07%-28013F-HRTimeline
Capital Advisors, Ltd. LLC130,961$24.2M3.06%+29913F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC129,016$23.9M0.02%+77,63113F-HR/ATimelineGroup
Waterloo Capital, L.P.128,120$23.7M2.5%+3,52713F-HRTimeline
IEQ CAPITAL, LLC127,562$23.6M0.23%+104,32913F-HRTimeline
Cambridge Investment Research Advisors,…127,226$23.6M0.08%+30013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…125,288$23.2M0.95%+119,05713F-HRTimelineGroup
FINANCIAL COUNSELORS INC121,638$22.5M0.33%+9,06013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/120,913$22.4M0.01%+17713F-HRTimelineGroup
PFW Advisors LLC120,726$22.4M6.87%13F-HRTimeline
Dynasty Wealth Management, LLC118,422$21.9M0.38%+109,55213F-HRTimeline
LWM ADVISORS INC118,408$21.9M22%13F-HRTimeline
Corundum Group, Inc.117,116$21.7M8.1%-4,06713F-HRTimeline
TruWealth Advisors, LLC115,515$21.4M1.29%+2,56613F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC112,610$20.8M1.33%+44,17013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC113,153$20.8M0.02%+48,48513F-HRTimelineGroup
Diamond Hill Capital Management, LLC (I…112,486$20.8M0.09%+110,56413F-HRTimeline
Sanctuary Advisors, LLC105,854$20.6M0.13%+3,61413F-HRTimeline
Parkside Financial Bank & Trust109,997$20.4M2.7%+88613F-HRTimeline
Fulton Bank, N.A.109,171$20.2M0.78%-4,76813F-HRTimeline
AWM CAPITAL, LLC108,691$20.1M2.46%-5,93513F-HRTimeline
Orion Porfolio Solutions, LLC107,341$19.9M0.2%+41,20013F-HRTimeline
Orion Portfolio Solutions, LLC107,341$19.9M0.2%+41,20013F-HRTimeline
Wealthspire Advisors, LLC107,332$19.9M0.2%+22113F-HRTimeline
Venture Visionary Partners LLC103,822$19.2M0.82%+4,66513F-HR/ATimeline
Sylvest Advisors, LLC102,632$19M11.68%13F-HRTimeline
Westshore Wealth, LLC102,567$19M7.69%+12913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd98,607$18.3M0.37%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.98,267$18.2M0.2%+2,37713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…98,148$18.2M0.15%+2,77813F-HRTimelineGroup
Applied Finance Capital Management, LLC97,085$18M0.78%+86,57113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.96,998$17.9M1.66%+12,32113F-HRTimelineGroup
CW Advisors, LLC92,096$17.1M0.23%+6,59713F-HRTimeline
CM WEALTH ADVISORS LLC92,069$17M5.57%013F-HRTimeline
&PARTNERS91,058$17M0.2%+54,28113F-HRTimeline
GHP Investment Advisors, Inc.91,180$16.9M0.79%-30913F-HRTimeline
NewEdge Wealth, LLC87,541$16.2M0.28%+61,93113F-HRTimeline
Independent Family Office, LLC85,276$15.8M8.2%+3,25013F-HRTimeline
Noble Family Wealth, LLC84,752$15.6M4.31%-27313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC83,998$15.6M0.16%+73,52913F-HRTimelineGroup
Hirtle & Co., LLC83,210$15.4M0.65%-35013F-HRTimeline
RTD Financial Advisors, Inc.83,147$15.4M1.97%+36713F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC81,881$15.2M0.12%+18,44413F-HRTimelineGroup
Lindbrook Capital, LLC81,718$15.1M1.36%-1,80213F-HRTimeline
Keel Point, LLC81,226$15M1.2%+1,20013F-HRTimeline
SG Americas Securities, LLC81,226$15M0.07%-69,08913F-HRTimeline
Jain Global LLC80,834$15M0.45%13F-HRTimeline
NESTEGG ADVISORS, INC.76,861$14.9M15.12%13F-HRTimeline
Integrated Investment Consultants, LLC85,612$14.9M3.08%-2,58213F-HR/ATimeline
Bleakley Financial Group, LLC80,439$14.9M0.45%+57613F-HRTimeline
FDx Advisors, Inc.79,820$14.8M4.32%-6,26413F-HRTimeline
MONTAG A & ASSOCIATES INC79,060$14.6M0.69%+10,37913F-HRTimeline
Atria Investments, Inc78,762$14.6M0.18%+70,80313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC78,130$14.5M0.1%+9,56013F-HRTimeline
Objectivity Squared, LLC75,584$13.9M9.64%+1,95213F-HRTimeline
COUNTRY CLUB BANK71,334$13.2M0.88%-3,46713F-HRTimeline
Caisse de depot et placement du Quebec70,000$13M0.03%-50,00013F-HRTimeline