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Disclosery

IWD ISHARES TR

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ETF (fund)

1,702 managers (1,724 13F filers) reported a position in IWD shares at 2025-03-31, 269,209,929 shares in all. 105 filers opened a position and 109 filers sold out during the quarter.

Managers
1,702
13F filers
1,724
New
105
Added
527
Reduced
651
Sold out
109
Shares held by filers
269,209,929

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50,568,567$9.51B0.85%-3,493,02513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY38,268,369$7.2B0.51%-109,21413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,629,692$2.94B0.56%+363,42913F-HR/ATimelineGroup
FMR LLCin group FMR LLC9,260,920$1.74B0.11%-8,06913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,085,957$1.71B0.13%-166,08613F-HRTimelineGroup
Financial Engines Advisors L.L.C.8,759,085$1.65B3.54%-253,99413F-HRTimeline
UBS Group AGin group UBS Group AG7,960,372$1.5B0.33%+823,28813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,693,980$1.26B-1,393,139Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,901,855$922M0.35%-351,95313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,681,498$881M1.7%+81,95513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,615,805$869M0.21%-1,668,21013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,518,369$850M0.13%+253,08813F-HRTimelineGroup
LPL Financial LLC3,949,393$743M0.29%+229,19813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,804,155$716M2.61%+83,31813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,355,155$631M0.33%-31,80013F-HRTimelineGroup
SYNOVUS FINANCIAL CORP3,175,934$598M7.74%+261,64613F-HRTimeline
Jasper Ridge Partners, L.P.2,674,684$503M16.17%-70,42113F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,647,656$498M0.71%-318,95713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,531,729$472M0.42%-1,453,36813F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,300,795$433M0.69%-200,55913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,089,385$393M0.56%+122,82313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,055,995$387M0.09%-309,56313F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,892,525$356M0.38%-242,65913F-HRTimelineGroup
Alaska Permanent Fund Corp1,875,445$342M4.8%-481,74313F-HRTimeline
GLOBALT Investments LLC / GA1,784,053$336M13.72%-46,54013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,776,693$334M0.01%-277,90813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,591,418$299M0.49%+1,104,92213F-HRTimelineGroup
TIAAgroup of 2 filers holding1,504,244$283M+289,250Timeline
Franklin Resourcesgroup of 3 filers holding1,295,847$244M+8,320Timeline
Stairway Partners, LLC1,271,722$239M14.75%+35,87313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,251,732$235M0.06%-267,32013F-HRTimelineGroup
Pacific Life Fund Advisors LLC1,236,524$233M26.1%new13F-HRTimeline
Cetera Investment Advisers1,181,842$222M0.43%-49,27413F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,173,801$221M0.08%-57,48913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,168,953$220M0.17%+140,96613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,092,493$206M0.51%+76,03313F-HRTimelineGroup
COMERICA BANK1,003,989$189M0.79%-82,72913F-HRTimeline
HighTower Advisors, LLC977,118$184M0.25%-88,76513F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding957,319$180M-84,932Timeline
NorthCoast Asset Management LLC941,235$177M0.89%+79,47513F-HR/ATimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC935,164$176M0.11%+358,90613F-HRTimelineGroup
Waldron Private Wealth LLC869,533$164M7.72%+18,68913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\848,496$160M0.21%-10,12813F-HRTimelineGroup
Johns Hopkins University846,133$159M6.01%-259,27113F-HRTimeline
OAKWORTH CAPITAL, INC.782,181$147M10.25%+18,00713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK750,163$141M0.9%-57113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS709,385$133M0.1%+12,01213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp705,338$133M0.03%-23,46213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…695,968$131M0.25%+24,29413F-HRTimeline
1ST SOURCE BANK675,118$127M7.49%+15,02913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…624,645$118M1.72%-67,47913F-HRTimelineGroup
Circle Wealth Management, LLC607,633$114M2.65%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC549,555$103M0.45%+15,13713F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA539,180$101M0.23%-2,47713F-HR/ATimelineGroup
Creative Planningin group Creative Planning536,335$101M0.09%+4,64413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC508,887$95.8M0.16%+16,54913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding501,110$94.3M+4,842Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.462,672$87.1M0.19%+48,03313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…450,423$84.8M0.07%+37,09313F-HRTimelineGroup
Modera Wealth Management, LLC439,699$82.7M1.12%-6,24913F-HRTimeline
Cedar Mountain Advisors, LLC414,979$78.1M17.49%+1,42813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.402,213$75.7M0.72%+11,35213F-HRTimelineGroup
CHOREO, LLC400,743$75.4M1.17%+12,24313F-HRTimeline
MML INVESTORS SERVICES, LLC399,099$75.1M0.25%+21,83313F-HRTimeline
Cassaday & Co Wealth Management LLC397,810$74.9M2.11%-5,78813F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…392,301$73.8M5.95%+26,76413F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC385,699$72.6M1.05%+21,66313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.384,195$72.3M7.76%+4,20713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS368,369$69.3M0.17%-1,93613F-HRTimeline
LANDAAS & CO /WI /ADV359,893$67.7M18.72%+4,74913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.359,247$67.6M0.95%+5,25813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding352,736$66.4M-3,083Timeline
StoneX Group Inc.in group StoneX Group Inc.333,681$62.8M3.44%+6,24813F-HR/ATimelineGroup
MAI Capital Management326,012$61.3M0.46%+5,59113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC324,419$61M0.84%+8,97113F-HRTimeline
Private Advisor Group, LLC322,231$60.6M0.37%+7,34513F-HRTimeline
Steward Partners Investment Advisory, L…319,708$60.2M0.53%+67,81813F-HRTimeline
EP Wealth Advisors, LLC312,937$58.9M0.47%-5,93913F-HRTimeline
Coho Partners, Ltd.306,766$57.7M3.48%+94,49513F-HRTimeline
First Business Financial Services, Inc.296,034$55.7M5.48%+8,57913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC292,615$55.1M0.08%-22,17013F-HRTimelineGroup
Cresset Asset Management, LLC290,291$54.6M0.27%-9,79013F-HRTimeline
Janney Montgomery Scott LLC282,728$53.2M0.15%-2,04813F-HRTimeline
Covenant Partners, LLC273,773$51.5M16.67%+119,88713F-HRTimeline
Paulson Wealth Management Inc.272,067$51.2M14.41%+11,22113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC268,291$50.5M0.14%-31,82213F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…263,807$49.6M0.02%-220,57913F-HRTimelineGroup
FSA Wealth Management LLC261,033$49.1M20.85%+7,14013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding251,965$47.4M-54,354Timeline
Badgley Phelps Wealth Managers, LLC245,700$46.2M1.12%-80,34613F-HRTimeline
Wind River Trust Co241,731$45.5M19.51%-11,60413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…229,184$44.8M0.1%+5,59413F-HR/ATimelineGroup
Graypoint LLC232,117$43.7M2.72%+22,21313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding228,688$43M-1,887Timeline
CAMBIAR INVESTORS LLC227,071$42.7M1.81%-65,68313F-HRTimeline
CX Institutional225,186$42.4M1.6%+31,56013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC221,946$41.8M0.09%-7,82713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL220,143$41.4M0.12%+6,09813F-HRTimeline
Wealthspire Advisors, LLC218,926$41.2M0.25%+111,59413F-HRTimeline
Relyea Zuckerberg Hanson LLC216,465$40.7M5.49%-5,83113F-HRTimeline
Comprehensive Financial Management LLC210,233$39.6M1.25%013F-HRTimeline
Nadler Financial Group, Inc.208,802$39.3M4.35%-4,27313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP207,211$39M0.98%+21,37713F-HRTimeline
Flaharty Asset Management, LLC206,816$38.9M5.62%-17,53613F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding200,062$37.2M-77,995Timeline
First Horizon Advisors, Inc.197,132$37.1M1.04%-2,36413F-HRTimeline
Waverly Advisors, LLC193,497$36.4M0.44%+56,98313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV190,649$35.9M0.08%+9,70913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP190,353$35.8M0.27%-5,60513F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC189,828$35.7M2.03%-23613F-HRTimeline
Prospera Financial Services Inc178,673$33.6M0.77%+151,53813F-HRTimeline
Beirne Wealth Consulting Services, LLC177,141$33.3M11.87%+81713F-HRTimeline
HB Wealth Management, LLC175,439$33M0.28%+10,15913F-HRTimeline
Legacy Edge Advisors, LLC173,658$32.7M5.1%+5,81813F-HRTimeline
Pinnacle Financial Partners Inc171,254$32.2M0.65%-7,11813F-HRTimeline
LBJ Family Wealth Advisors, Ltd.164,600$31M19.77%-3,91613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.178,920$29.8M0.06%+5,41013F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding156,124$29.4M-240,659Timeline
CFS Investment Advisory Services, LLC154,323$29M2.58%+12,14313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…153,814$28.9M0.12%+3,72213F-HRTimelineGroup
Cordatus Wealth Management LLC152,891$28.8M7.9%new13F-HRTimeline
IEQ CAPITAL, LLC150,553$28.3M0.23%+22,99113F-HRTimeline
Clearstead Advisors, LLC146,736$27.6M0.43%-1,81713F-HRTimeline
TRUE Private Wealth Advisors143,676$27M3.28%-17,51113F-HRTimeline
Waterloo Capital, L.P.143,645$27M2.51%+15,52513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC142,547$26.8M0.16%+36413F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC141,779$26.7M0.02%-2,16313F-HRTimelineGroup
Pacific Sage Partners, LLC141,313$26.6M5.99%+3,69313F-HRTimeline
JMAC ENTERPRISES LLC138,043$26M6.16%-65,44413F-HRTimeline
Cambridge Investment Research Advisors,…137,035$25.8M0.09%+9,80913F-HRTimeline
RMR Wealth Builders136,351$25.7M2.7%-1,06713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC135,019$25.4M0.22%-1,64213F-HR/ATimelineGroup
AMG National Trust Bank133,918$25.2M0.71%-1,65613F-HRTimeline
Dynamic Advisor Solutions LLC133,103$25M0.83%-29113F-HRTimeline
EQUITY INVESTMENT CORP128,946$24.3M0.54%-310,88713F-HRTimeline
Capital Advisors, Ltd. LLC128,454$24.2M3.18%-2,50713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC128,272$24.1M0.02%+81,57513F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC127,175$23.9M1.03%+122,90413F-HRTimelineGroup
FINANCIAL COUNSELORS INC125,095$23.5M0.36%+3,45713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/122,991$23.1M0.01%+2,07813F-HRTimelineGroup
NewEdge Advisors, LLC120,388$22.7M0.13%-15,11013F-HRTimeline
TruWealth Advisors, LLC119,439$22.5M1.36%+3,92413F-HRTimeline
PFW Advisors LLC118,069$22.2M6.97%-2,65713F-HRTimeline
Corundum Group, Inc.115,306$21.7M10.41%-1,81013F-HRTimeline
LWM ADVISORS INC114,781$21.2M21.84%-3,62713F-HRTimeline
Sanctuary Advisors, LLC111,498$21M0.15%+5,64413F-HRTimeline
Parkside Financial Bank & Trust109,364$20.6M2.62%-63313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC109,262$20.6M0.57%-38,67313F-HRTimeline
Fulton Bank, N.A.107,437$20.2M0.82%-1,73413F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.107,407$20.2M1.85%+10,40913F-HRTimelineGroup
AWM CAPITAL, LLC105,685$19.9M2.32%-3,00613F-HRTimeline
Venture Visionary Partners LLC104,076$19.6M0.82%+25413F-HRTimeline
Sylvest Advisors, LLC103,845$19.5M12.22%+1,21313F-HRTimeline
Ellenbecker Investment Group102,355$19.3M3.46%+32,60813F-HRTimeline
Westshore Wealth, LLC101,188$19M8.05%-1,37913F-HRTimeline
Atria Wealth Solutions, Inc.100,624$18.9M0.23%+2,35713F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…100,587$18.9M3.95%-121,83813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC97,521$18.3M0.02%-15,63213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…97,228$18.3M0.16%-92013F-HRTimelineGroup
VestGen Advisors, LLC94,006$17.7M0.8%13F-HRTimeline
SG Americas Securities, LLC93,356$17.6M0.06%+12,13013F-HRTimeline
CW Advisors, LLC92,886$17.4M0.21%+79013F-HRTimeline
CM WEALTH ADVISORS LLC92,069$17.3M5.54%013F-HRTimeline
GHP Investment Advisors, Inc.90,259$17M0.82%-92113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC90,062$16.9M0.14%-84,13313F-HRTimeline
RTD Financial Advisors, Inc.87,218$16.4M2.21%+4,07113F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC86,743$16.3M2.19%new13F-HRTimelineGroup
Independent Family Office, LLC86,064$16.2M8.52%+78813F-HRTimeline
Claro Advisors Inc.85,768$16.1M2.16%+18,23313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.85,096$16M0.1%-64,63813F-HRTimeline
SMI Advisory Services, LLC94,292$16M3.61%new13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC84,363$15.9M0.12%+2,48213F-HRTimelineGroup
Beacon Pointe Advisors, LLC84,282$15.9M0.18%-209,12913F-HRTimeline
Keel Point, LLC83,898$15.8M1.23%+2,67213F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC83,438$15.7M1.18%-29,17213F-HRTimelineGroup
Noble Family Wealth, LLC82,971$15.6M4.3%-1,78113F-HRTimeline
Integrated Investment Consultants, LLC88,017$15.6M3.11%+2,40513F-HR/ATimeline
Hirtle & Co., LLC82,619$15.5M0.61%-59113F-HRTimeline
MONTAG A & ASSOCIATES INC81,051$15.3M0.76%+1,99113F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC80,642$15.2M0.02%-48,37413F-HR/ATimelineGroup
Lindbrook Capital, LLC80,129$15.1M1.39%-1,58913F-HRTimeline
Orion Porfolio Solutions, LLC80,022$15.1M0.15%-27,31913F-HRTimeline
Orion Portfolio Solutions, LLC80,022$15.1M0.15%-27,31913F-HR/ATimeline
Bleakley Financial Group, LLC77,708$14.6M0.47%-2,73113F-HRTimeline
Prime Capital Investment Advisors, LLC77,253$14.5M0.17%+53,77313F-HRTimeline
RWA WEALTH PARTNERS, LLC76,205$14.3M0.18%+62,01413F-HRTimeline
NESTEGG ADVISORS, INC.76,069$14.3M15.21%-79213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC75,263$14.2M0.01%new13F-HR/ATimelineGroup
Objectivity Squared, LLC80,237$14.1M11.84%+4,65313F-HRTimeline
Ashton Thomas Private Wealth, LLC73,481$13.8M0.53%+13,74513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC73,218$13.8M0.17%-10,78013F-HRTimelineGroup
FDx Advisors, Inc.73,060$13.7M4.47%-6,76013F-HRTimeline
&PARTNERS73,724$13.7M0.15%-17,33413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA72,326$13.6M0.07%+6,68913F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC70,202$13.2M4.82%+6,30913F-HRTimeline
Caisse de depot et placement du Quebec70,000$13.2M0.03%013F-HRTimeline
Willis Johnson & Associates, Inc.69,795$13.1M0.99%+6,96013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO69,427$13.1M0.33%-27813F-HRTimeline
Newport Capital Group, LLC68,544$12.9M9.28%+1,12013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…68,500$12.9M0.07%+12,00013F-HRTimelineGroup