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Disclosery

IWD ISHARES TR

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ETF (fund)

1,885 managers (1,909 13F filers) reported a position in IWD shares at 2026-03-31, 268,233,059 shares in all. 111 filers opened a position and 106 filers sold out during the quarter.

Managers
1,885
13F filers
1,909
New
111
Added
585
Reduced
707
Sold out
106
Shares held by filers
268,233,059

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/46,144,498$9.86B0.72%-6,112,11813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY42,227,257$9.02B0.54%+2,563,67013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,634,553$2.49B0.33%+74,34913F-HRTimelineGroup
FMR LLCin group FMR LLC9,290,687$1.99B0.1%+678,44413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,645,160$1.81B0.12%-606,55013F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.8,019,224$1.71B3.48%-398,73013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,992,017$1.49B-901,625Timeline
UBS Group AGgroup of 2 filers holding6,644,034$1.42B+2,988Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,026,778$1.29B2.01%+178,13913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,512,527$1.18B0.36%+133,32113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,157,221$1.1B0.15%+228,57113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,014,746$1.07B0.21%-881,02313F-HR/ATimelineGroup
LPL Financial LLC4,284,792$916M0.24%-5,71013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,795,390$811M2.66%+10,34513F-HR/ATimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,736,055$798M0.98%+313,55513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,385,962$723M0.42%-171,62713F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …3,245,825$694M5.31%-17,97513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,641,153$555M0.27%+1,133,83813F-HRTimelineGroup
Jasper Ridge Partners, L.P.2,467,155$527M11.73%-57,52913F-HRTimeline
Franklin Resourcesgroup of 2 filers holding2,364,303$505M+1,930,832Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,217,909$474M0.09%-322,74713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,161,770$462M0.62%-182,80413F-HRTimelineGroup
TIAAgroup of 4 filers holding1,902,514$404M+527,204Timeline
GLOBALT Investments LLC / GA1,749,104$374M13.33%+62,42513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,606,242$343M0.48%-119,78213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,538,757$329M0.58%+98,25613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,465,808$313M0.29%-450,50413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,432,157$306M-121Timeline
Stairway Partners, LLC1,331,364$284M14.74%+8,30713F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding1,275,626$273M+659,882Timeline
71 West Capital Partners1,264,328$270M11.88%+123,00713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,231,591$263M+905,420Timeline
Cetera Investment Advisers1,229,673$263M0.28%-65,90213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,192,023$255M0.06%-205,88113F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC1,098,501$235M0.15%-151,73513F-HRTimelineGroup
HighTower Advisors, LLC1,089,645$233M0.25%-9,97113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp903,575$193M0.04%+45,28313F-HRTimelineGroup
Waldron Private Wealth LLC869,615$186M7.25%-11,33013F-HRTimeline
OAKWORTH CAPITAL, INC.862,297$184M9.76%+27,26113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC815,582$174M0.25%+363,30113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS806,760$172M0.11%-246,44413F-HRTimelineGroup
Pacific Life Fund Advisors LLC803,474$172M19.72%-240,16913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\800,890$171M0.21%-23,20013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC780,824$167M0.11%+767,72613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP781,926$166M0.24%-32,50313F-HRTimelineGroup
OpenArc Corporate Advisory, LLC747,074$160M2.29%+73,71913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC738,840$158M0.26%+119,02313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.713,313$152M0.22%+102,07413F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK706,802$151M0.73%-18,55413F-HRTimelineGroup
Circle Wealth Management, LLC672,670$144M2.05%+3713F-HRTimeline
Dynasty Wealth Management, LLC658,371$141M1.23%+262,53413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.640,223$137M<0.01%+270,78613F-HRTimelineGroup
1ST SOURCE BANK621,889$133M6.86%+11,69713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…582,984$125M1.56%-38,17713F-HRTimelineGroup
Creative Planningin group Creative Planning536,891$115M0.08%-2,57313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…497,878$107M0.24%-154,14913F-HRTimeline
Mariner, LLCin group Mariner, LLC478,153$102M0.12%-53,34313F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC469,622$100M0.4%-19,01613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…460,764$98.5M0.06%+11,28113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS435,644$93.1M0.16%+21,33213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.435,078$93M1.06%+32,02013F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…431,178$92.1M5.87%+42513F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA425,570$90.9M0.16%-8,31013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC417,951$89.3M1.9%-4,62713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.343,631$87M0.56%-18,80713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding403,762$86.3M+31,054Timeline
CHOREO, LLC402,812$86.1M1.06%+4,39113F-HRTimeline
MML INVESTORS SERVICES, LLC401,072$85.7M0.24%-54,21213F-HRTimeline
EQUITY INVESTMENT CORP400,595$85.6M1.68%-111,53913F-HRTimeline
Cedar Mountain Advisors, LLC395,176$84.4M16.51%-7,37613F-HRTimeline
Marquette Asset Management, LLC393,580$84.1M12.57%+9,80913F-HRTimeline
Steward Partners Investment Advisory, L…380,721$81.3M0.41%+70,78213F-HRTimeline
LANDAAS & CO /WI /ADV373,523$79.8M17.51%+8,32613F-HRTimeline
Modera Wealth Management, LLC363,520$77.7M0.93%-1,25913F-HRTimeline
MAI Capital Management361,067$77.1M0.44%-1,03313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.359,068$76.7M4.13%+1,56313F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC354,938$75.8M0.57%+25,52813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.340,930$72.8M7.15%-21,39313F-HRTimeline
Beacon Pointe Advisors, LLC338,727$72.4M0.38%-74,36813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…336,524$71.9M0.14%-2,11913F-HRTimelineGroup
Private Advisor Group, LLC333,796$71.3M0.33%-2,54613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP331,246$70.8M0.06%+321,24113F-HRTimelineGroup
Cresset Asset Management, LLC324,494$69.3M0.3%+26,52113F-HRTimeline
Allworth Financial LP315,598$67.4M0.27%-4,88613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC309,810$66.2M0.26%+127,47113F-HRTimelineGroup
EP Wealth Advisors, LLC303,087$64.8M0.32%-5,26513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…285,437$61M0.18%+137,32413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/282,693$60.4M0.03%+30,15813F-HRTimelineGroup
SMI Advisory Services, LLC269,894$58.5M9.63%+15,15013F-HRTimeline
Paulson Wealth Management Inc.273,546$58.4M13.7%+3,06213F-HRTimeline
Janney Montgomery Scott LLC272,858$58.3M0.14%-53,17713F-HRTimeline
Waverly Advisors, LLC272,542$58.2M0.44%-8,20513F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…270,091$57.7M0.02%+79,29813F-HRTimelineGroup
First Business Financial Services, Inc.266,206$56.9M5.06%+3,78313F-HRTimeline
BLAIR WILLIAM & CO/IL259,648$55.5M0.16%+10,91313F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC257,253$55M0.74%-10,37313F-HRTimeline
Badgley Phelps Wealth Managers, LLC251,502$53.7M1.07%-32,77813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding243,183$52M+43,775Timeline
HB Wealth Management, LLC236,311$50.5M0.33%+1,59513F-HRTimeline
Wind River Trust Co231,399$49.4M18.65%-2,30613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV230,984$49.4M0.07%+22,37713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP224,645$48M1%+2,76513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC224,286$47.9M0.02%-58,06313F-HRTimelineGroup
Legacy Edge Advisors, LLC221,763$47.4M4.98%-5,87713F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding216,990$46.4M-71,578Timeline
Americana Partners, LLC214,068$45.7M1.19%+6,69013F-HRTimeline
Comprehensive Financial Management LLC210,233$44.9M1.49%013F-HRTimeline
Mesirow Financial Investment Management…207,297$44.3M0.72%+39,58713F-HRTimeline
Relyea Zuckerberg Hanson LLC206,484$44.1M4.44%-1,37513F-HRTimeline
ALLIANCEBERNSTEIN L.P.204,345$43M0.01%-211,60913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC194,298$41.5M0.02%+39,46013F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.190,065$40.6M0.05%13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…189,584$40.5M0.44%+10,52613F-HRTimelineGroup
CFS Investment Advisory Services, LLC178,071$40.4M2.79%-7,28713F-HRTimeline
Prospera Financial Services Inc180,495$38.6M0.62%-4,37013F-HRTimeline
Saudi Central Bank178,016$38M0.81%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP176,389$37.7M0.24%-2,38213F-HRTimelineGroup
Wilmington Savings Fund Society, FSB170,581$36.4M0.87%+54,94113F-HRTimeline
Clearstead Advisors, LLC166,056$35.5M0.32%+17,42613F-HRTimeline
Corundum Group, Inc.165,730$35.4M11.84%+2,67813F-HRTimeline
IEQ CAPITAL, LLC160,626$34.3M0.16%-4113F-HRTimeline
Cordatus Wealth Management LLC157,888$33.7M8.03%-4,78713F-HRTimeline
Midwest Trust Co157,106$33.6M0.42%+10,29013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC155,924$33.3M0.24%+17,06213F-HRTimelineGroup
Pacific Sage Partners, LLC155,015$33.1M5.22%+3,03713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding154,448$33M-131,750Timeline
PROATHLETE WEALTH MANAGEMENT LLC153,566$32.9M9.13%+5,66513F-HRTimeline
LBJ Family Wealth Advisors, Ltd.156,964$32.9M19.27%-3,58813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC151,812$32.4M0.02%+9,93913F-HRTimelineGroup
Ellenbecker Investment Group146,737$31.4M4.22%+12,37513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC146,708$31.3M0.23%-21,29413F-HRTimeline
Sanctuary Advisors, LLC146,216$31.2M0.17%+3,05813F-HRTimeline
JMAC ENTERPRISES LLC143,945$30.8M5.89%+2,02113F-HRTimeline
Objectivity Squared, LLC143,620$30.7M19.35%-5,57313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…143,119$30.6M0.11%-4,16813F-HRTimelineGroup
CAMBIAR INVESTORS LLC140,276$30M1.39%-36,91513F-HRTimeline
SIMON QUICK ADVISORS, LLC139,146$29.7M1.36%+57013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC138,562$29.6M0.14%-7213F-HRTimelineGroup
RMR Wealth Builders137,184$29.3M2.31%-1,26413F-HRTimeline
Quantinno Capital Management LP132,409$28.3M0.05%+36,82413F-HRTimeline
AMG National Trust Bank130,652$27.9M0.61%+4,39113F-HRTimeline
Claro Advisors Inc.127,488$27.2M3.28%-2,51413F-HRTimeline
Capital Advisors, Ltd. LLC126,075$26.9M3.06%-16713F-HRTimeline
LWM ADVISORS INC125,294$26.8M23.22%+7,81413F-HRTimeline
Flaharty Asset Management, LLC124,484$26.6M3.3%-3,69813F-HRTimeline
FIRST HORIZON CORP124,347$26.6M1.11%+20213F-HRTimeline
Cambridge Investment Research Advisors,…123,764$26.4M0.07%-23,26713F-HRTimeline
TruWealth Advisors, LLC122,607$26.2M1.26%+1,69113F-HRTimeline
Sylvest Advisors, LLC122,226$26.1M13.89%+4,77613F-HRTimeline
NewEdge Advisors, LLC122,070$26.1M0.09%-4,28713F-HR/ATimeline
River Road Asset Management, LLC121,158$25.9M0.29%new13F-HRTimeline
CX Institutional120,940$25.8M0.79%-115,30713F-HRTimeline
Nadler Financial Group, Inc.120,044$25.6M2.47%-18,28313F-HRTimeline
Gotham Asset Management, LLC115,303$24.6M0.08%+34,50213F-HRTimeline
CWM, LLCin group CWM, LLC115,022$24.6M0.06%+1,93913F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC113,166$24.2M0.02%-71313F-HRTimelineGroup
Ryan Investment Management, Inc.112,865$24.1M13.56%+2,85713F-HRTimeline
PFW Advisors LLC111,015$23.7M7.46%-2,93413F-HRTimeline
Fulton Bank, N.A.109,077$23.3M0.82%+2,54213F-HRTimeline
Venture Visionary Partners LLC107,000$22.9M0.76%-2,13913F-HRTimeline
Parkside Financial Bank & Trust105,576$22.6M1.73%+1,75113F-HRTimeline
Arkadios Wealth Advisors105,490$22.5M0.37%+97313F-HRTimeline
AWM CAPITAL, LLC105,091$22.5M2.03%+20213F-HRTimeline
Arax Advisory Partners103,128$22M0.62%-35013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…100,679$21.5M0.13%+1,48213F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.98,528$21.1M1.42%-15,42113F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC97,670$20.9M0.02%+61,10313F-HRTimelineGroup
&PARTNERS95,529$20.6M0.1%-49,11313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC95,879$20.5M0.16%+13113F-HRTimelineGroup
CM WEALTH ADVISORS LLC94,592$20.2M4.3%+2,97113F-HRTimeline
Fund Evaluation Group, LLC93,796$20M0.62%+6,44013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC93,700$20M0.03%+90,60013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…93,480$20M3.2%-2,65513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC92,753$19.8M0.1%-182,43813F-HRTimeline
SlateStone Wealth, LLC92,438$19.8M1.63%+2,54513F-HRTimeline
Westshore Wealth, LLC92,391$19.7M6.93%-4,42013F-HRTimeline
Beirne Wealth Consulting Services, LLC91,981$19.7M5.56%+4,51013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC90,809$19.4M0.4%-65,06713F-HRTimeline
Ashton Thomas Private Wealth, LLC90,636$19.4M0.46%-1,04213F-HRTimeline
Integrated Investment Consultants, LLC89,963$19.2M4.08%-1,14913F-HRTimeline
GHP Investment Advisors, Inc.88,004$18.8M0.77%-67713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT87,581$18.7M0.15%-216,50513F-HRTimeline
Bleakley Financial Group, LLC85,397$18.2M0.29%+2,82513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO84,966$18.2M0.02%+49,93213F-HRTimelineGroup
VestGen Advisors, LLC77,306$18.1M0.51%-71313F-HRTimeline
Independent Family Office, LLC84,665$18.1M7.44%-2,24613F-HRTimeline
Summit Financial, LLC84,490$18.1M0.23%+21,28213F-HRTimeline
NorthCoast Asset Management LLC83,955$17.9M0.42%+42,51313F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…83,800$17.9M0.09%+40,50013F-HRTimelineGroup
Noble Family Wealth, LLC82,775$17.7M3.65%-1,54813F-HR/ATimeline
Keel Point, LLC82,093$17.5M1.18%-8,56713F-HRTimeline
RTD Financial Advisors, Inc.80,501$17.2M2.11%-1,43713F-HRTimeline
NESTEGG ADVISORS, INC.79,289$16.9M14.88%+2,74513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA79,251$16.9M0.08%+18,16013F-HRTimelineGroup
Napier Financial, LLC79,161$16.9M3.88%+1,36913F-HRTimeline
Wealthspire Advisors, LLC78,004$16.7M0.13%-2,93913F-HRTimeline
MONTAG A & ASSOCIATES INC77,240$16.5M0.77%+39613F-HRTimeline
Apella Capital, LLC72,397$16.4M0.24%+53913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO76,589$16.4M1.72%+57,05513F-HRTimeline
Hirtle & Co., LLC74,816$16M0.55%-6,00113F-HRTimeline