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Disclosery

IWD ISHARES TR

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ETF (fund)

1,719 managers (1,742 13F filers) reported a position in IWD shares at 2025-06-30, 258,182,053 shares in all. 111 filers opened a position and 89 filers sold out during the quarter.

Managers
1,719
13F filers
1,742
New
111
Added
587
Reduced
579
Sold out
89
Shares held by filers
258,182,053

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/49,816,823$9.68B0.78%-751,74413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY35,679,281$6.93B0.45%-2,589,08813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,482,996$3.01B0.49%-146,69613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,153,000$1.78B0.12%+67,04313F-HRTimelineGroup
FMR LLCin group FMR LLC8,841,679$1.72B0.1%-419,24113F-HRTimelineGroup
Financial Engines Advisors L.L.C.8,758,071$1.7B3.4%-1,01413F-HRTimeline
UBS Group AGgroup of 2 filers holding7,870,638$1.53B-89,734Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,721,116$1.31B+27,136Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,275,282$1.02B1.8%+593,78413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,987,282$969M0.21%+371,47713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,978,791$967M0.33%+76,93613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,723,508$917M0.13%+205,13913F-HRTimelineGroup
LPL Financial LLC4,165,225$809M0.27%+215,83213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,931,029$764M2.62%+126,87413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,412,793$663M0.43%+57,63813F-HRTimelineGroup
SYNOVUS FINANCIAL CORP3,236,174$629M7.69%+60,24013F-HRTimeline
Jasper Ridge Partners, L.P.2,524,684$490M12.27%-150,00013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,413,907$469M0.61%-233,74913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,258,411$439M0.64%-42,38413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,059,216$400M0.08%+3,22113F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,037,447$394M0.3%-494,28213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,996,421$388M0.51%-92,96413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,805,392$351M0.34%-87,13313F-HRTimelineGroup
GLOBALT Investments LLC / GA1,732,187$336M12.89%-51,86613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,317,375$256M0.18%+148,42213F-HRTimelineGroup
Stairway Partners, LLC1,289,595$250M14.21%+17,87313F-HRTimeline
TIAAgroup of 2 filers holding1,231,965$239M-272,279Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,222,249$238M0.06%-29,48313F-HRTimelineGroup
Cetera Investment Advisers1,142,010$222M0.37%-39,83213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,108,800$216M0.47%+16,30713F-HR/ATimelineGroup
Pacific Life Fund Advisors LLC1,106,742$215M23.04%-129,78213F-HRTimeline
COMERICA BANK1,006,251$195M0.76%+2,26213F-HRTimeline
HighTower Advisors, LLC994,176$193M0.24%+17,05813F-HRTimeline
NorthCoast Asset Management LLC920,920$179M0.76%-20,31513F-HRTimeline
Waldron Private Wealth LLC892,418$173M7.56%+22,88513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\845,854$164M0.21%-2,64213F-HRTimelineGroup
OAKWORTH CAPITAL, INC.794,158$154M9.94%+11,97713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP785,692$153M0.2%-805,72613F-HR/ATimelineGroup
COMMERCE BANKin group COMMERCE BANK757,671$147M0.87%+7,50813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS740,452$144M0.11%+31,06713F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC695,493$135M0.07%-239,67113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…684,004$135M0.22%-11,96413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp680,478$132M0.02%-24,86013F-HRTimelineGroup
1ST SOURCE BANK677,377$132M7.26%+2,25913F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding645,905$125M-311,414Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…623,920$121M1.67%-72513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC634,896$119M0.47%+85,34113F-HRTimelineGroup
Circle Wealth Management, LLC607,633$118M2.62%013F-HRTimeline
Franklin Resourcesgroup of 3 filers holding587,271$114M-708,576Timeline
BlackRock, Inc.in group BlackRock, Inc.584,314$113M<0.01%-1,192,37913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.579,728$112M0.2%+117,05613F-HR/ATimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA540,810$105M0.22%+1,63013F-HRTimelineGroup
Creative Planningin group Creative Planning540,460$105M0.09%+4,12513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding515,643$100M+14,533Timeline
Mariner, LLCin group Mariner, LLC502,838$97.7M0.14%-6,04913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…456,919$88.7M0.06%+6,49613F-HRTimelineGroup
Modera Wealth Management, LLC447,183$86.9M1.08%+7,48413F-HRTimeline
Cassaday & Co Wealth Management LLC431,516$83.8M2.1%+33,70613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS427,355$83M0.19%+58,98613F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…418,023$81.2M5.84%+25,72213F-HRTimelineGroup
Cedar Mountain Advisors, LLC417,125$81M16.84%+2,14613F-HRTimeline
MML INVESTORS SERVICES, LLC398,755$77.5M0.22%-34413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC398,545$77.4M0.1%+105,93013F-HRTimelineGroup
CHOREO, LLC395,517$76.8M1.07%-5,22613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC377,072$73.2M0.99%-8,62713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.376,947$73.2M0.92%+17,70013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.375,944$73M0.02%-797,85713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.366,772$71.2M7.33%-17,42313F-HRTimeline
LANDAAS & CO /WI /ADV360,714$70.1M16.73%+82113F-HRTimeline
MAI Capital Management358,539$69.6M0.48%+32,52713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding351,763$68.3M-973Timeline
StoneX Group Inc.in group StoneX Group Inc.342,228$66.5M3.23%+8,54713F-HRTimelineGroup
Marquette Asset Management, LLC339,687$66M11.06%+298,10713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.331,949$64.5M0.53%-70,26413F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC330,078$64.1M0.76%+5,65913F-HRTimeline
Private Advisor Group, LLC329,246$63.9M0.34%+7,01513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding318,325$61.8M+66,360Timeline
EP Wealth Advisors, LLC313,086$60.8M0.4%+14913F-HRTimeline
Independence Asset Advisors, LLC306,319$59.5M37.02%new13F-HRTimeline
First Business Financial Services, Inc.295,296$57.4M5.17%-73813F-HRTimeline
Steward Partners Investment Advisory, L…288,893$56.1M0.44%-30,81513F-HRTimeline
Paulson Wealth Management Inc.280,992$54.6M14.13%+8,92513F-HRTimeline
Covenant Partners, LLC280,951$54.6M16.29%+7,17813F-HRTimeline
Cresset Asset Management, LLC276,482$53.7M0.27%-13,80913F-HR/ATimeline
FSA Wealth Management LLC266,109$51.7M20.16%+5,07613F-HRTimeline
CX Institutional262,024$50.9M1.77%+36,83813F-HR/ATimeline
Janney Montgomery Scott LLC256,132$49.7M0.13%-26,59613F-HRTimeline
Badgley Phelps Wealth Managers, LLC244,111$47.4M1.05%-1,58913F-HRTimeline
Wind River Trust Co238,301$46.3M18.56%-3,43013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding237,615$46.2M+8,927Timeline
Graypoint LLC235,430$45.7M2.57%+3,31313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP235,130$45.7M1%+27,91913F-HRTimeline
BLAIR WILLIAM & CO/IL233,392$45.3M0.13%+13,24913F-HRTimeline
Flaharty Asset Management, LLC217,162$42.2M5.77%+10,34613F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC217,131$42.2M0.08%-4,81513F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC215,741$41.9M4.91%-72413F-HRTimeline
Comprehensive Financial Management LLC210,233$40.8M1.14%013F-HRTimeline
Mesirow Financial Investment Management…205,744$40M0.78%+173,09313F-HRTimeline
Legacy Edge Advisors, LLC201,390$39.1M5.22%+27,73213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV200,092$38.9M0.09%+9,44313F-HRTimeline
Nadler Financial Group, Inc.198,820$38.6M3.95%-9,98213F-HRTimeline
Waverly Advisors, LLC196,965$38.3M0.42%+3,46813F-HRTimeline
SIMON QUICK ADVISORS, LLC195,436$38M1.92%+5,60813F-HR/ATimeline
First Horizon Advisors, Inc.192,871$37.5M0.97%-4,26113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC190,246$37M0.19%+47,69913F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP185,405$36M0.25%-4,94813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.183,652$35.7M0.06%+4,73213F-HRTimelineGroup
MJP ASSOCIATES INC /ADV181,897$35.3M5.24%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC181,690$35.3M3.47%+179,65013F-HRTimelineGroup
HB Wealth Management, LLC181,584$35.3M0.28%+6,14513F-HRTimeline
Saudi Central Bank178,016$34.6M1.41%new13F-HRTimeline
EQUITY INVESTMENT CORP166,126$32.3M0.71%+37,18013F-HRTimeline
LBJ Family Wealth Advisors, Ltd.164,865$32M18.63%+26513F-HRTimeline
Pinnacle Financial Partners Inc161,911$31.4M0.66%-9,34313F-HRTimeline
CFS Investment Advisory Services, LLC155,290$30.2M2.47%+96713F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…150,626$29.3M0.01%-113,18113F-HRTimelineGroup
Wealthspire Advisors, LLC148,808$28.9M0.16%-70,11813F-HRTimeline
Waterloo Capital, L.P.147,756$28.7M2.32%+4,11113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…146,580$28.5M0.11%-7,23413F-HRTimelineGroup
Clearstead Advisors, LLC146,270$28.4M0.4%-46613F-HRTimeline
Cambridge Investment Research Advisors,…144,397$28M0.09%+7,36213F-HRTimeline
Pacific Sage Partners, LLC144,126$28M5.56%+2,81313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC143,577$27.9M0.02%+1,79813F-HRTimelineGroup
JMAC ENTERPRISES LLC142,677$27.7M5.93%+4,63413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding142,604$27.7M-13,520Timeline
RMR Wealth Builders137,894$26.8M2.43%+1,54313F-HRTimeline
GTS SECURITIES LLC136,583$26.5M1.18%+129,04013F-HRTimeline
Ryan Investment Management, Inc.136,562$26.5M16.95%13F-HRTimeline
Objectivity Squared, LLC134,765$26.2M18%+54,52813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/134,600$26.1M0.01%+11,60913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC134,410$26.1M0.19%-60913F-HR/ATimelineGroup
AMG National Trust Bank133,535$25.9M0.68%-38313F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC132,614$25.8M8.2%+62,41213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC131,393$25.5M0.02%+3,12113F-HRTimelineGroup
River Road Asset Management, LLC130,509$25.5M0.32%new13F-HRTimeline
Midwest Trust Co130,861$25.4M0.35%13F-HRTimeline
Capital Advisors, Ltd. LLC126,597$24.6M3.03%-1,85713F-HRTimeline
IEQ CAPITAL, LLC125,357$24.3M0.15%-25,19613F-HRTimeline
TruWealth Advisors, LLC124,092$24.1M1.33%+4,65313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC121,050$23.5M0.02%+23,52913F-HR/ATimelineGroup
Ellenbecker Investment Group118,409$23M3.72%+16,05413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC117,930$22.9M0.89%-9,24513F-HRTimelineGroup
Corundum Group, Inc.116,215$22.6M9.98%+90913F-HRTimeline
Sanctuary Advisors, LLC115,359$22.4M0.14%+3,86113F-HRTimeline
LWM ADVISORS INC114,359$22.2M21.36%-42213F-HRTimeline
PFW Advisors LLC114,125$22.2M6.82%-3,94413F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.113,855$22.1M1.8%+6,44813F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC112,827$21.9M0.54%+3,56513F-HRTimeline
Fulton Bank, N.A.108,568$21.1M0.78%+1,13113F-HRTimeline
NewEdge Advisors, LLC108,000$21M0.11%-12,38813F-HRTimeline
Parkside Financial Bank & Trust107,795$20.9M2.26%-1,56913F-HRTimeline
SG Americas Securities, LLC106,294$20.6M0.09%+12,93813F-HRTimeline
Venture Visionary Partners LLC106,283$20.6M0.78%+2,20713F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding105,388$20.5M-94,674Timeline
AWM CAPITAL, LLC104,888$20.4M2.14%-79713F-HRTimeline
Sylvest Advisors, LLC104,559$20.3M11.7%+71413F-HRTimeline
Arax Advisory Partners97,425$20.1M0.93%+92,27413F-HRTimeline
Fund Evaluation Group, LLC102,939$20M0.77%+79,95413F-HRTimeline
Beirne Wealth Consulting Services, LLC101,497$19.7M6.39%-75,64413F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…100,242$19.5M3.57%-34513F-HRTimeline
Westshore Wealth, LLC99,783$19.4M7.43%-1,40513F-HRTimeline
CAMBIAR INVESTORS LLC97,103$18.9M0.79%-129,96813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…95,411$18.5M0.15%-1,81713F-HRTimelineGroup
Americana Partners, LLC95,343$18.5M0.64%new13F-HRTimeline
CW Advisors, LLC94,854$18.3M0.18%+1,96813F-HRTimeline
VestGen Advisors, LLC92,354$17.9M0.72%-1,65213F-HRTimeline
CM WEALTH ADVISORS LLC92,069$17.9M5.26%013F-HRTimeline
Integrated Investment Consultants, LLC95,050$17.5M3.43%+7,03313F-HRTimeline
GHP Investment Advisors, Inc.89,758$17.4M0.77%-50113F-HRTimeline
&PARTNERS88,728$17.2M0.13%+15,00413F-HRTimeline
Independent Family Office, LLC87,276$17M7.86%+1,21213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC86,939$16.9M0.16%+13,72113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.86,809$16.9M0.09%+1,71313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT86,478$16.8M0.14%+21,21913F-HRTimeline
Noble Family Wealth, LLC84,917$16.5M4.03%+1,94613F-HRTimeline
Keel Point, LLC84,393$16.4M1.08%+49513F-HRTimeline
Claro Advisors Inc.83,949$16.3M2.69%-1,81913F-HRTimeline
Hirtle & Co., LLC82,474$16M0.61%-14513F-HRTimeline
MONTAG A & ASSOCIATES INC82,174$16M0.78%+1,12313F-HRTimeline
Beacon Pointe Advisors, LLC80,810$15.7M0.16%-3,47213F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC80,170$15.6M0.02%-47213F-HRTimelineGroup
RTD Financial Advisors, Inc.79,798$15.5M1.98%-7,42013F-HRTimeline
Bleakley Financial Group, LLC79,720$15.5M0.39%+2,01213F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC78,882$15.3M0.11%-5,48113F-HR/ATimelineGroup
MERITAGE PORTFOLIO MANAGEMENT78,691$15.3M0.97%+52,82113F-HRTimeline
Willis Johnson & Associates, Inc.77,351$15M1.02%+7,55613F-HRTimeline
NESTEGG ADVISORS, INC.76,527$14.9M14.31%+45813F-HRTimeline
Ashton Thomas Private Wealth, LLC75,703$14.7M0.52%+2,22213F-HRTimeline
Prism Advisors, Inc.75,524$14.7M4.18%+7,13413F-HRTimeline
SlateStone Wealth, LLC74,257$14.4M1.35%+6,36213F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC73,767$14.3M0.45%-9,67113F-HRTimelineGroup
FDx Advisors, Inc.71,523$13.9M4.24%-1,53713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.70,926$13.8M0.62%+18,26413F-HRTimelineGroup
Glenmede Investment Management, LP70,286$13.7M0.07%13F-HRTimeline
Newport Capital Group, LLC70,156$13.6M9.24%+1,61213F-HRTimeline
Orion Porfolio Solutions, LLC69,830$13.6M0.12%-10,19213F-HR/ATimeline
FIRST CITIZENS BANK & TRUST CO69,353$13.5M0.24%-7413F-HRTimeline
Breakwater Capital Group68,456$13.3M2.17%+4,78713F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC67,422$13.1M0.09%+1,85113F-HRTimeline
CHURCHILL MANAGEMENT Corp66,521$12.9M0.14%-98313F-HRTimeline