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Disclosery

IWD ISHARES TR

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ETF (fund)

1,890 managers (1,913 13F filers) reported a position in IWD shares at 2025-12-31, 273,513,716 shares in all. 133 filers opened a position and 60 filers sold out during the quarter.

Managers
1,890
13F filers
1,913
New
133
Added
653
Reduced
547
Sold out
60
Shares held by filers
273,513,716

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/52,256,616$11B0.8%+2,686,07813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY39,663,587$8.34B0.5%+3,280,47613F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,560,204$2.43B0.35%+231,37713F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,251,710$1.95B0.13%+338,94813F-HRTimelineGroup
FMR LLCin group FMR LLC8,612,243$1.81B0.09%-1,247,88513F-HRTimelineGroup
Financial Engines Advisors L.L.C.8,417,954$1.77B3.35%-160,33313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,893,642$1.66B+1,080,098Timeline
UBS Group AGgroup of 2 filers holding6,641,046$1.4B-1,037,624Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,895,769$1.24B0.24%+995,23013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,848,639$1.23B1.92%+229,85413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,379,206$1.13B0.35%+224,28013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,928,650$1.04B0.13%+42,36013F-HRTimelineGroup
LPL Financial LLC4,290,502$902M0.25%+88,70813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,785,045$796M2.56%+32,69413F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,557,589$748M0.41%+165,91913F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,422,500$725M0.88%-388,14213F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …3,263,800$687M5.19%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,540,656$534M0.09%+443,00013F-HRTimelineGroup
Jasper Ridge Partners, L.P.2,524,684$531M11.77%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,344,574$493M0.66%+105,64813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,916,312$403M0.36%+400,05113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,726,024$363M0.48%-135,29613F-HRTimeline
GLOBALT Investments LLC / GA1,686,679$355M12.95%-16,61513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,507,315$317M0.19%+19,03313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,440,501$303M0.55%+319,31913F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,432,278$301M+845,317Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,397,904$294M0.07%+212,78113F-HRTimelineGroup
TIAAgroup of 2 filers holding1,375,310$290M-77,491Timeline
Stairway Partners, LLC1,323,057$278M14.41%+10,92213F-HRTimeline
Cetera Investment Advisers1,295,575$273M0.3%-16,34513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,250,236$263M0.18%-46,30913F-HRTimelineGroup
71 West Capital Partners1,141,321$240M11.04%13F-HRTimeline
HighTower Advisors, LLC1,099,616$231M0.25%+41,11713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,053,204$222M0.14%+502,01513F-HRTimelineGroup
Pacific Life Fund Advisors LLC1,043,643$220M22.61%-35,37013F-HRTimeline
COMERICA BANK974,143$205M0.82%+13,61213F-HRTimeline
Waldron Private Wealth LLC880,945$185M7.32%-10,12013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp858,292$181M0.03%+145,80413F-HRTimelineGroup
OAKWORTH CAPITAL, INC.835,036$176M9.59%+25,80313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\824,090$173M0.2%+55,49613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP814,429$171M0.23%-8,27213F-HR/ATimelineGroup
COMMERCE BANKin group COMMERCE BANK725,356$153M0.84%+8,23013F-HRTimelineGroup
Franklin Resourcesgroup of 3 filers holding676,044$142M-92,885Timeline
OpenArc Corporate Advisory, LLC673,355$142M2.34%13F-HRTimeline
Circle Wealth Management, LLC672,633$141M2.18%+65,00013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…652,027$141M0.19%+1,90613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…621,161$131M1.63%-7,60913F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC619,817$130M0.18%+213,88013F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding615,744$130M+62,055Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.611,239$129M0.19%-91513F-HRTimelineGroup
1ST SOURCE BANK610,192$128M6.73%-75,92213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC568,609$120M1.79%+549,68613F-HRTimeline
Diamond Hill Capital Management, LLC (I…556,903$117M0.6%+554,66913F-HRTimeline
Creative Planningin group Creative Planning539,464$113M0.08%+15,11113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC531,496$112M0.13%+31,41813F-HRTimelineGroup
EQUITY INVESTMENT CORP512,134$108M2.17%+308,26813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC488,638$103M0.4%-59,69413F-HRTimelineGroup
Mizuho Bank, Ltd.in group MIZUHO FINANCIAL GROUP INC480,000$101M12.02%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC455,284$95.8M0.23%+47,00113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC452,281$95.1M0.14%+237,52613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…449,483$94.5M0.06%-6,64813F-HR/ATimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA433,880$91.3M0.14%-107,09013F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…430,753$90.6M6.05%-1,04113F-HRTimelineGroup
Cassaday & Co Wealth Management LLC422,578$88.9M1.87%-5,82813F-HRTimeline
EAGLE CAPITAL MANAGEMENT LLC419,660$88.3M0.27%+379,82313F-HRTimeline
ALLIANCEBERNSTEIN L.P.415,954$87.5M0.03%+28,16013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS414,312$87.1M0.17%-6,22613F-HRTimeline
Beacon Pointe Advisors, LLC413,095$86.9M0.61%+181,47213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.403,058$84.8M0.93%+23,21713F-HRTimelineGroup
Cedar Mountain Advisors, LLC402,552$84.7M16.33%+1,58613F-HRTimeline
CHOREO, LLC398,421$84.4M1.08%+8,52813F-HRTimeline
Dynasty Wealth Management, LLC395,837$83.3M0.82%new13F-HRTimeline
Marquette Asset Management, LLC383,771$80.7M11.92%+2,36413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding372,708$78.4M+53,996Timeline
BlackRock, Inc.in group BlackRock, Inc.369,437$77.7M<0.01%-103,99313F-HRTimelineGroup
LANDAAS & CO /WI /ADV365,197$76.8M16.9%+4,07313F-HRTimeline
Modera Wealth Management, LLC364,779$76.7M0.89%-79,16713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.362,438$76.2M0.52%+10,35713F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.362,323$76.2M7.32%-2,71613F-HRTimeline
MAI Capital Management362,100$76.2M0.44%+5,70213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.357,505$75.2M3.26%+5,80813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…338,643$71.7M0.13%+47,47013F-HRTimelineGroup
Private Advisor Group, LLC336,342$70.7M0.33%+2,47413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC329,410$69.3M0.52%-83113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding326,171$68.6M-8,678Timeline
Janney Montgomery Scott LLC326,035$68.6M0.16%+62,66513F-HRTimeline
Allworth Financial LP320,484$67.4M0.28%+275,02213F-HRTimeline
Steward Partners Investment Advisory, L…309,939$65.2M0.36%+2,70613F-HRTimeline
EP Wealth Advisors, LLC308,352$64.9M0.34%13F-HRTimeline
Covenant Partners, LLC307,868$64.8M18.93%+19,32313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT304,086$64M0.5%+233,10913F-HRTimeline
Cresset Asset Management, LLC297,973$62.7M0.27%+8,00813F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding288,568$61.5M+210,590Timeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding286,198$60.2M+139,324Timeline
Badgley Phelps Wealth Managers, LLC284,280$59.8M1.1%+40,69113F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC282,349$59.4M0.03%-307,35413F-HRTimelineGroup
Waverly Advisors, LLC280,747$59.1M0.48%+82,81913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC275,191$57.9M0.32%+219,84513F-HRTimeline
Paulson Wealth Management Inc.270,484$56.9M13.14%-10,84513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC267,626$56.3M0.71%-5,45013F-HRTimeline
SMI Advisory Services, LLC254,744$55.5M9.56%new13F-HRTimeline
First Business Financial Services, Inc.262,423$55.2M5.07%-3,00613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/252,535$53.1M0.02%+80,48613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL248,735$52.3M0.14%+11,02013F-HRTimeline
CX Institutional236,247$49.7M1.48%-5,30013F-HRTimeline
HB Wealth Management, LLC234,716$49.4M0.32%+28,06213F-HRTimeline
Wind River Trust Co233,705$49.2M18.36%013F-HRTimeline
Legacy Edge Advisors, LLC227,640$47.9M5.24%+8,51713F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC227,323$47.8M1.03%+152,46413F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP221,880$46.7M0.95%-6,53813F-HRTimeline
Comprehensive Financial Management LLC210,233$44.2M1.33%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV208,607$43.9M0.07%+10,57113F-HRTimeline
Gainplan LLC208,239$43.8M16.45%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC207,859$43.7M4.42%-7713F-HRTimeline
Americana Partners, LLC207,378$43.6M1.2%+36,77913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding199,408$41.9M-38,021Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.195,334$41.1M0.07%+10,41113F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…190,793$40.1M0.01%+104,77813F-HRTimelineGroup
CFS Investment Advisory Services, LLC185,358$39M2.85%+26,72713F-HRTimeline
Prospera Financial Services Inc184,865$38.9M0.64%+154,42313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC182,339$37.8M0.15%-2,73913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…179,058$37.7M0.43%+153,57213F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP178,771$37.6M0.24%-2,27713F-HRTimelineGroup
Saudi Central Bank178,016$37.4M1.4%013F-HRTimeline
CAMBIAR INVESTORS LLC177,191$37.3M1.67%+37,60613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC168,002$35.3M0.24%+83,37913F-HRTimeline
Mesirow Financial Investment Management…167,710$35.3M0.72%-41,64413F-HRTimeline
Corundum Group, Inc.163,052$34.3M11.51%+40,32613F-HRTimeline
Cordatus Wealth Management LLC162,675$34.2M7.91%new13F-HRTimeline
IEQ CAPITAL, LLC160,667$33.8M0.1%+20,52113F-HRTimeline
LBJ Family Wealth Advisors, Ltd.160,552$33.8M18.57%-3,69813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC155,876$32.8M0.7%+49,27413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC154,838$32.6M0.02%+13,08513F-HRTimelineGroup
Pacific Sage Partners, LLC151,978$32M5.07%+5,45313F-HRTimeline
Waterloo Capital, L.P.151,923$32M2.31%+7313F-HRTimeline
Objectivity Squared, LLC149,193$31.4M17.55%+2,67413F-HRTimeline
Clearstead Advisors, LLC148,630$31.3M0.39%+3,04813F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC147,901$31.2M8.51%+7,68313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…148,113$31.1M0.08%+120,55213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…147,287$31M0.11%+4,53313F-HRTimelineGroup
Cambridge Investment Research Advisors,…147,031$30.9M0.08%+2,75613F-HRTimeline
Midwest Trust Co146,816$30.9M0.39%+11,06313F-HRTimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…145,910$30.7M0.06%+111,75013F-HRTimelineGroup
&PARTNERS144,642$30.7M0.16%+62,74013F-HRTimeline
Sanctuary Advisors, LLC143,158$30.1M0.16%-9913F-HRTimeline
JMAC ENTERPRISES LLC141,924$29.9M5.71%-2,25813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC141,873$29.8M0.02%+6,53413F-HR/ATimelineGroup
LONDON CO OF VIRGINIA140,864$29.6M0.17%+136,76413F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC138,862$29.2M0.24%+32,68313F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC138,634$29.2M0.17%+3,50613F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC138,576$29.1M1.27%-52,23513F-HRTimeline
RMR Wealth Builders138,448$29.1M2.33%-90013F-HRTimeline
Nadler Financial Group, Inc.138,327$29.1M2.71%-4,89613F-HRTimeline
Ellenbecker Investment Group134,362$28.3M3.95%+7,11913F-HRTimeline
Claro Advisors Inc.130,002$27.3M3.73%+28,29313F-HRTimeline
Flaharty Asset Management, LLC128,182$27M3.37%-93,71813F-HRTimeline
NewEdge Advisors, LLC126,357$26.6M0.1%+14,90013F-HRTimeline
AMG National Trust Bank126,261$26.6M0.63%-84313F-HRTimeline
Capital Advisors, Ltd. LLC126,242$26.6M2.99%-2,00313F-HRTimeline
RWA WEALTH PARTNERS, LLC125,639$26.4M0.29%+108,75613F-HRTimeline
FIRST HORIZON CORP124,145$26.1M1.17%-96813F-HRTimeline
TruWealth Advisors, LLC120,916$25.4M1.24%-23213F-HRTimeline
LWM ADVISORS INC117,480$24.7M21.73%+1,50513F-HRTimeline
Sylvest Advisors, LLC117,450$24.7M13.18%+14,46413F-HRTimeline
Wilmington Savings Fund Society, FSB115,640$24.3M0.57%+62,25413F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.113,949$24M1.67%+18,76913F-HRTimelineGroup
PFW Advisors LLC113,949$24M7.24%+11313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC113,879$24M0.02%+64,08313F-HRTimelineGroup
CWM, LLCin group CWM, LLC113,083$23.8M0.06%+44,52713F-HRTimelineGroup
Ryan Investment Management, Inc.110,008$23.1M12.81%-35,96513F-HRTimeline
Venture Visionary Partners LLC109,139$23M0.75%+61413F-HRTimeline
Fulton Bank, N.A.106,535$22.4M0.77%+1,25613F-HRTimeline
AWM CAPITAL, LLC104,889$22.1M2%+25613F-HRTimeline
Arkadios Wealth Advisors104,517$22M0.44%+31,25613F-HRTimeline
Parkside Financial Bank & Trust103,825$21.8M1.64%-89113F-HRTimeline
Arax Advisory Partners103,478$21.8M0.63%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…99,197$20.9M0.13%+6,46613F-HRTimelineGroup
Orion Porfolio Solutions, LLC97,303$20.5M0.15%+24,65413F-HRTimeline
Applied Finance Capital Management, LLC97,035$20.4M1.46%+90,70413F-HRTimeline
Westshore Wealth, LLC96,811$20.4M6.74%-66513F-HRTimeline
TCW GROUP INCin group TCW GROUP INC96,333$20.3M0.15%+62,27213F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…96,135$20.2M3.2%-3,09913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC95,748$20.1M0.17%+90113F-HRTimelineGroup
Quantinno Capital Management LP95,585$20.1M0.04%+18,40913F-HRTimeline
BOKF, NAin group BOKF, NA92,521$19.5M0.3%+36,31813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC91,678$19.3M0.47%+3,26213F-HRTimeline
CM WEALTH ADVISORS LLC91,621$19.3M4.35%-7513F-HRTimeline
Integrated Investment Consultants, LLC91,112$19.2M3.76%-5,80713F-HR/ATimeline
Keel Point, LLC90,660$19.1M1.15%+7,30913F-HRTimeline
SlateStone Wealth, LLC89,893$18.9M1.58%+5,17413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…88,901$18.7M0.61%+77,14613F-HRTimelineGroup
GHP Investment Advisors, Inc.88,681$18.7M0.77%-39313F-HRTimeline
NewEdge Wealth, LLC88,296$18.6M0.21%+40,06213F-HRTimeline
Beirne Wealth Consulting Services, LLC87,471$18.4M5.33%-15,11613F-HRTimeline
Fund Evaluation Group, LLC87,356$18.4M0.61%+8,35213F-HRTimeline
Independent Family Office, LLC86,911$18.3M7.63%013F-HRTimeline
GREAT LAKES ADVISORS, LLC86,627$18.2M0.15%+69,72813F-HRTimeline
Noble Family Wealth, LLC84,323$17.7M3.74%-56913F-HRTimeline
Bleakley Financial Group, LLC82,572$17.4M0.3%+3,74213F-HRTimeline
RTD Financial Advisors, Inc.81,938$17.2M2.1%-1,63913F-HRTimeline