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Disclosery

IWD ISHARES TR

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ETF (fund)

1,736 managers (1,757 13F filers) reported a position in IWD shares at 2025-09-30, 255,073,325 shares in all. 94 filers opened a position and 65 filers sold out during the quarter.

Managers
1,736
13F filers
1,757
New
94
Added
554
Reduced
622
Sold out
65
Shares held by filers
255,073,325

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/49,570,538$10.1B0.76%-246,28513F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY36,383,111$7.41B0.45%+703,83013F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,328,827$2.31B0.33%-4,154,16913F-HRTimelineGroup
FMR LLCin group FMR LLC9,860,128$2.01B0.1%+1,018,44913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,912,762$1.81B0.12%-240,23813F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.8,578,287$1.75B3.33%-179,78413F-HRTimeline
UBS Group AGgroup of 2 filers holding7,678,670$1.56B-191,968Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,813,544$1.39B+92,428Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,618,785$1.14B1.84%+343,50313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,154,926$1.05B0.34%+176,13513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,900,539$998M0.2%-86,74313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,886,290$995M0.13%+162,78213F-HRTimelineGroup
LPL Financial LLC4,201,794$855M0.25%+36,56913F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,810,642$776M0.92%+1,396,73513F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp3,752,351$764M2.57%-178,67813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,391,670$691M0.42%-21,12313F-HRTimelineGroup
SYNOVUS FINANCIAL CORP3,240,013$660M7.55%+3,83913F-HRTimeline
Jasper Ridge Partners, L.P.2,524,684$514M11.57%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,238,926$456M0.62%-19,48513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,097,656$427M0.08%+38,44013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,861,320$379M0.49%-135,10113F-HRTimeline
GLOBALT Investments LLC / GA1,703,294$347M12.66%-28,89313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,516,261$309M0.28%-289,13113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,488,282$302M0.21%-549,16513F-HRTimelineGroup
TIAAgroup of 2 filers holding1,452,801$296M+220,836Timeline
Stairway Partners, LLC1,312,135$267M14.19%+22,54013F-HRTimeline
Cetera Investment Advisers1,311,920$267M0.31%+169,91013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,296,545$264M0.18%-20,83013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,185,123$241M0.06%-37,12613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,121,182$228M0.45%+12,38213F-HRTimelineGroup
Pacific Life Fund Advisors LLC1,079,013$220M22.54%-27,72913F-HRTimeline
HighTower Advisors, LLC1,058,499$215M0.24%+64,32313F-HRTimeline
COMERICA BANK960,531$196M0.74%-45,72013F-HRTimeline
NorthCoast Asset Management LLC916,955$187M0.73%-3,96513F-HRTimeline
Waldron Private Wealth LLC891,065$181M7.35%-1,35313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP822,701$167M0.26%+37,00913F-HRTimelineGroup
OAKWORTH CAPITAL, INC.809,233$165M9.52%+15,07513F-HRTimeline
Franklin Resourcesgroup of 3 filers holding768,929$157M+181,658Timeline
US BANCORP \DE\in group US BANCORP \DE\768,594$156M0.19%-77,26013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK717,126$146M0.81%-40,54513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp712,488$145M0.03%+32,01013F-HRTimelineGroup
1ST SOURCE BANK686,114$140M7.36%+8,73713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…650,121$133M0.2%-33,88313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…628,770$128M1.63%+4,85013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.612,154$124M0.17%+32,42613F-HRTimelineGroup
Circle Wealth Management, LLC607,633$124M2.41%013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC589,703$120M0.06%-105,79013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding586,961$120M+71,318Timeline
Natixis Investment Managersgroup of 2 filers holding553,689$113M-92,216Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS551,189$112M0.09%-189,26313F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC548,332$112M0.43%-86,56413F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA540,970$110M0.19%+16013F-HRTimelineGroup
Creative Planningin group Creative Planning524,353$107M0.08%-16,10713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC500,078$102M0.13%-2,76013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.473,430$96.4M<0.01%-110,88413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…456,131$92.9M0.06%-78813F-HRTimelineGroup
Modera Wealth Management, LLC443,946$90.4M1.05%-3,23713F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…431,794$87.9M5.93%+13,77113F-HRTimelineGroup
Cassaday & Co Wealth Management LLC428,406$87.2M2.01%-3,11013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS420,538$85.6M0.17%-6,81713F-HRTimeline
MML INVESTORS SERVICES, LLC408,283$83.1M0.22%+9,52813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC405,937$82.6M0.11%+7,39213F-HRTimelineGroup
Cedar Mountain Advisors, LLC400,966$81.6M15.89%-16,15913F-HRTimeline
CHOREO, LLC389,893$79.4M1.03%-5,62413F-HRTimeline
ALLIANCEBERNSTEIN L.P.387,794$79M0.02%+11,85013F-HRTimeline
Marquette Asset Management, LLC381,407$77.7M11.88%+41,72013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.379,841$77.3M0.9%+2,89413F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.365,039$74.3M7.13%-1,73313F-HRTimeline
LANDAAS & CO /WI /ADV361,124$73.5M16.71%+41013F-HRTimeline
MAI Capital Management356,398$72.6M0.45%-2,14113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.352,081$71.7M0.53%+20,13213F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.351,697$71.6M3.12%+9,46913F-HRTimelineGroup
Independence Asset Advisors, LLC343,569$69.9M29.68%+37,25013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding334,849$68.2M-16,914Timeline
Private Advisor Group, LLC333,868$68M0.33%+4,62213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC330,241$67.2M0.53%+16313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding318,712$64.9M+387Timeline
Steward Partners Investment Advisory, L…307,233$62.5M0.36%+18,34013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…291,173$59.3M0.12%+250,49813F-HRTimelineGroup
Cresset Asset Management, LLC289,965$59M0.26%+13,48313F-HR/ATimeline
Covenant Partners, LLC288,545$58.7M16.65%+7,59413F-HRTimeline
Paulson Wealth Management Inc.281,329$57.3M13.54%+33713F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC273,076$55.6M0.71%-103,99613F-HRTimeline
FSA Wealth Management LLC267,641$54.5M19.93%+1,53213F-HRTimeline
First Business Financial Services, Inc.265,429$54M4.96%-29,86713F-HRTimeline
Janney Montgomery Scott LLC263,370$53.6M0.13%+7,23813F-HRTimeline
Badgley Phelps Wealth Managers, LLC243,589$49.6M1.04%-52213F-HRTimeline
CX Institutional241,547$49.2M1.49%-20,47713F-HRTimeline
BLAIR WILLIAM & CO/IL237,715$48.4M0.13%+4,32313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding237,429$48.3M-186Timeline
Wind River Trust Co233,705$47.6M17.59%-4,59613F-HRTimeline
Beacon Pointe Advisors, LLC231,623$47.2M0.4%+150,81313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP228,418$46.5M0.95%-6,71213F-HRTimeline
Flaharty Asset Management, LLC221,900$45.2M5.74%+4,73813F-HRTimeline
Legacy Edge Advisors, LLC219,123$44.6M5.26%+17,73313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC214,755$43.7M0.07%-2,37613F-HRTimelineGroup
Comprehensive Financial Management LLC210,233$42.8M1.18%013F-HRTimeline
Mesirow Financial Investment Management…209,354$42.6M0.76%+3,61013F-HRTimeline
Relyea Zuckerberg Hanson LLC207,936$42.3M4.45%-7,80513F-HRTimeline
HB Wealth Management, LLC206,654$42.1M0.29%+25,07013F-HRTimeline
EQUITY INVESTMENT CORP203,866$41.5M0.87%+37,74013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV198,036$40.3M0.07%-2,05613F-HRTimeline
Waverly Advisors, LLC197,928$40.3M0.4%+96313F-HRTimeline
SIMON QUICK ADVISORS, LLC190,811$38.8M1.76%-4,62513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC185,078$37.7M0.15%-5,16813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.184,923$37.6M0.06%+1,27113F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP181,048$36.9M0.24%-4,35713F-HR/ATimelineGroup
Advisor OS, LLCin group Advisor OS, LLC180,498$36.7M3.17%-1,19213F-HRTimelineGroup
Saudi Central Bank178,016$36.2M1.38%013F-HRTimeline
MJP ASSOCIATES INC /ADV176,161$35.9M4.73%-5,73613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/172,049$35M0.01%+37,44913F-HRTimelineGroup
Americana Partners, LLC170,599$34.7M1.04%+75,25613F-HRTimeline
LBJ Family Wealth Advisors, Ltd.164,250$33.4M18.23%-61513F-HRTimeline
Wealthspire Advisors, LLC160,934$32.8M0.17%+12,12613F-HRTimeline
CFS Investment Advisory Services, LLC158,631$32.7M2.43%+3,34113F-HRTimeline
Waterloo Capital, L.P.151,850$30.9M2.3%+4,09413F-HRTimeline
Pinnacle Financial Partners Inc147,097$29.9M0.72%-14,81413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding146,874$29.9M+4,270Timeline
Pacific Sage Partners, LLC146,525$29.8M5%+2,39913F-HRTimeline
Objectivity Squared, LLC146,519$29.8M17.8%+11,75413F-HRTimeline
Ryan Investment Management, Inc.145,973$29.7M16.52%+9,41113F-HRTimeline
Clearstead Advisors, LLC145,582$29.6M0.43%-68813F-HRTimeline
Cambridge Investment Research Advisors,…144,275$29.4M0.08%-12213F-HRTimeline
JMAC ENTERPRISES LLC144,182$29.4M5.81%+1,50513F-HRTimeline
Sanctuary Advisors, LLC143,257$29.2M0.17%+27,89813F-HR/ATimeline
Nadler Financial Group, Inc.143,223$29.2M2.78%-55,59713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…142,754$29.1M0.1%-3,82613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC141,753$28.9M0.02%+10,36013F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC140,218$28.5M8.22%+7,60413F-HRTimeline
IEQ CAPITAL, LLC140,146$28.5M0.09%+14,78913F-HRTimeline
CAMBIAR INVESTORS LLC139,585$28.4M1.29%+42,48213F-HRTimeline
RMR Wealth Builders139,348$28.4M2.37%+1,45413F-HRTimeline
Midwest Trust Co135,753$27.6M0.36%+4,89213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC135,339$27.6M0.02%-8,23813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC135,128$27.5M0.17%+71813F-HR/ATimelineGroup
Capital Advisors, Ltd. LLC128,245$26.1M2.95%+1,64813F-HRTimeline
Ellenbecker Investment Group127,243$25.9M3.82%+8,83413F-HRTimeline
AMG National Trust Bank127,104$25.9M0.63%-6,43113F-HRTimeline
FIRST HORIZON CORP125,113$25.5M1.2%13F-HRTimeline
Corundum Group, Inc.122,726$25M10.27%+6,51113F-HRTimeline
TruWealth Advisors, LLC121,148$24.7M1.25%-2,94413F-HRTimeline
LWM ADVISORS INC115,975$23.6M21.21%+1,61613F-HRTimeline
PFW Advisors LLC113,836$23.2M6.85%-28913F-HRTimeline
NewEdge Advisors, LLC111,457$22.7M0.1%+3,45713F-HRTimeline
Venture Visionary Partners LLC108,525$22.1M0.76%+2,24213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC106,602$21.7M0.49%-6,22513F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC106,179$21.6M0.15%+27,29713F-HRTimelineGroup
Fulton Bank, N.A.105,279$21.4M0.75%-3,28913F-HRTimeline
Parkside Financial Bank & Trust104,716$21.3M1.65%-3,07913F-HRTimeline
AWM CAPITAL, LLC104,633$21.3M1.94%-25513F-HRTimeline
Sylvest Advisors, LLC102,986$21M11.26%-1,57313F-HRTimeline
Beirne Wealth Consulting Services, LLC102,587$20.9M5.01%+1,09013F-HRTimeline
Claro Advisors Inc.101,709$20.7M3.02%+17,76013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…99,234$20.2M3.28%-1,00813F-HRTimeline
Westshore Wealth, LLC97,476$19.8M6.78%-2,30713F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.95,180$19.4M1.34%-18,67513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC94,847$19.3M0.15%+7,90813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…92,731$18.9M0.14%-2,68013F-HRTimelineGroup
Integrated Investment Consultants, LLC96,919$18.7M3.17%+1,86913F-HRTimeline
CM WEALTH ADVISORS LLC91,696$18.7M4.92%-37313F-HRTimeline
VestGen Advisors, LLC91,305$18.6M0.62%-1,04913F-HRTimeline
GHP Investment Advisors, Inc.89,074$18.1M0.76%-68413F-HRTimeline
Ashton Thomas Private Wealth, LLC88,416$18M0.47%+12,71313F-HRTimeline
Independent Family Office, LLC86,911$17.7M7.49%-36513F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…86,015$17.5M0.01%-64,61113F-HRTimelineGroup
Noble Family Wealth, LLC84,892$17.3M3.81%-2513F-HRTimeline
SlateStone Wealth, LLC84,719$17.2M1.49%+10,46213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC84,623$17.2M0.11%+17,20113F-HRTimeline
RTD Financial Advisors, Inc.83,577$17M2.04%+3,77913F-HRTimeline
Keel Point, LLC83,351$17M1.04%-1,04213F-HRTimeline
Hirtle & Co., LLC82,352$16.8M0.59%-12213F-HRTimeline
&PARTNERS81,902$16.8M0.11%-6,82613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC80,380$16.4M0.58%-37,55013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC79,802$16.2M0.75%-2,37213F-HRTimeline
Fund Evaluation Group, LLC79,004$16.1M0.58%-23,93513F-HRTimeline
Bleakley Financial Group, LLC78,830$16M0.37%-89013F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding77,978$15.9M-27,410Timeline
Quantinno Capital Management LP77,176$15.7M0.04%+36,22713F-HRTimeline
NESTEGG ADVISORS, INC.76,627$15.6M13.85%+10013F-HRTimeline
Willis Johnson & Associates, Inc.75,826$15.4M0.96%-1,52513F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC74,859$15.2M0.49%+1,09213F-HRTimelineGroup
Arkadios Wealth Advisors73,261$14.9M0.37%+14,84213F-HRTimeline
CERTUITY, LLC72,888$14.8M1.02%+6,75613F-HRTimeline
Prism Advisors, Inc.72,831$14.8M4.01%-2,69313F-HRTimeline
Orion Porfolio Solutions, LLC72,649$14.8M0.11%+2,81913F-HRTimeline
Apella Capital, LLC73,272$14.8M0.33%+28,61413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT70,977$14.5M0.12%-15,50113F-HRTimeline
Newport Capital Group, LLC70,719$14.4M9.05%+56313F-HRTimeline
Glenmede Investment Management, LP70,442$14.3M0.07%+15613F-HRTimeline
Berman McAleer LLC70,035$14.3M1.99%13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO70,029$14.3M0.31%+67613F-HRTimeline
CWM, LLCin group CWM, LLC68,556$14M0.04%+4,20513F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC67,522$13.7M0.01%-12,64813F-HRTimelineGroup
SONATA CAPITAL GROUP INC66,955$13.6M5.03%+1,10313F-HRTimeline
Breakwater Capital Group66,689$13.6M2%-1,76713F-HRTimeline
XML Financial, LLC65,897$13.4M1.09%+31713F-HRTimeline
FDx Advisors, Inc.65,411$13.4M4.01%-6,11213F-HRTimeline
Moran Wealth Management, LLC65,120$13.3M0.4%+63,70313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.64,740$13.2M0.49%-6,18613F-HRTimelineGroup
WEST BANCORPORATION INC62,684$12.8M7.1%-93013F-HRTimeline