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Disclosery

IWD ISHARES TR

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ETF (fund)

Filings received so far for Q3 2026: 112 13F filers report a position in IWD shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Stairway Partners, LLC1,317,850$327M15.43%-14,00513F-HRTimeline
Marquette Asset Management, LLC396,744$98.4M12.92%-1,01313F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…394,433$97.8M5.59%-33,70013F-HRTimelineGroup
LBJ Family Wealth Advisors, Ltd.155,598$38.6M19.7%+46113F-HRTimeline
LWM ADVISORS INC125,487$31.1M23.49%-2,00013F-HRTimeline
CX Institutional122,927$30.5M0.83%+4,67313F-HRTimeline
Venture Visionary Partners LLC106,338$26.4M0.69%-1,37213F-HRTimeline
PFW Advisors LLC105,963$26.3M7.8%-3,94113F-HRTimeline
RTD Financial Advisors, Inc.77,821$19.3M2.11%-1,44313F-HRTimeline
Apella Capital, LLC72,554$18.2M0.23%+3,29413F-HRTimeline
Breakwater Capital Group60,249$14.9M1.77%-1,26613F-HRTimeline
Avidian Wealth Enterprises, LLC59,702$14.8M0.41%-1913F-HRTimeline
Prism Advisors, Inc.53,196$13.4M3.36%-2,17013F-HRTimeline
Paladin Partners, LLC51,101$12.7M7.8%+1113F-HRTimeline
Valeo Financial Advisors, LLC48,937$12.1M0.26%+14413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…47,708$11.8M1.03%+9,18513F-HRTimelineGroup
Montecito Bank & Trust46,442$11.5M1.74%-18513F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC46,185$11.5M0.19%+35,69313F-HRTimeline
Farther Finance Advisors, LLC40,275$9.99M0.07%-23,94313F-HRTimeline
Sunburst Financial Group, LLC38,698$9.59M1.57%013F-HRTimeline
Monument Capital Management34,034$8.44M1.76%+29,19213F-HRTimeline
EASTERN BANK33,132$8.21M0.12%+22613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC22,411$5.56M0.07%+81913F-HRTimeline
GAMMA Investing LLC19,565$4.85M0.16%+54113F-HRTimeline
FC Advisory LLC19,106$4.74M1.24%-35013F-HRTimeline
Acropolis Investment Management, LLC18,811$4.66M0.19%013F-HRTimeline
SAPIENT CAPITAL LLC15,515$3.85M0.05%+31813F-HRTimeline
Pathway Financial Advisors LLC14,660$3.63M0.4%013F-HRTimeline
Grove Bank & Trust13,544$3.36M0.33%-2,44513F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …12,555$3.11M0.21%013F-HRTimeline
Atlas Brown,Inc.11,859$2.94M0.78%-113F-HRTimeline
Baron Financial Group, LLC10,806$2.68M1.3%-21013F-HRTimeline
jvl associates llc10,211$2.53M0.73%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,058$2.49M0.16%+69313F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC8,701$2.16M0.43%-55813F-HRTimeline
STEPH & CO8,654$2.15M0.55%-75113F-HRTimeline
Tactive Advisors, LLC8,392$2.08M0.5%-63313F-HRTimeline
Great Waters Wealth Management7,848$1.95M0.17%-1013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC7,634$1.89M1.08%-17013F-HRTimeline
Prosperity Planning, Inc.7,019$1.74M0.39%-21413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…6,437$1.6M0.23%-17913F-HRTimeline
Cooper Financial Group6,357$1.58M0.13%-5013F-HRTimeline
STABLEFORD CAPITAL II LLC6,240$1.55M0.54%-19213F-HRTimeline
JP Wealth Management, Inc.5,216$1.29M0.82%013F-HRTimeline
Cambridge Financial Group, LLC5,145$1.25M0.39%013F-HRTimeline
Wedmont Private Capital4,906$1.24M0.03%-59913F-HRTimeline
Veracity Capital LLC4,175$1.03M0.28%-11113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,806$944K0.09%-57513F-HRTimeline
Emprise Bank3,801$942K0.36%013F-HRTimeline
ROCKLAND TRUST CO3,774$936K0.04%+72613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,751$930K0.19%013F-HRTimeline
Roxbury Financial LLC3,726$924K0.71%-2213F-HRTimeline
Paragon Capital Management Ltd3,705$919K0.17%-19613F-HRTimeline
Heartwood Wealth Advisors LLC3,577$887K0.07%-1013F-HRTimeline
Wealth Science Advisors LLC3,191$791K0.33%013F-HRTimeline
S.E.E.D. Planning Group LLC3,186$790K0.19%+1,53713F-HRTimeline
Vann Equity Management LLC3,186$790K0.47%+59613F-HRTimeline
TrueWealth Advisors, LLC3,170$786K0.18%+3513F-HRTimeline
CHAPIN DAVIS, INC.3,033$752K0.14%-1413F-HRTimeline
Mirador Capital Partners LP2,840$704K0.08%+1113F-HRTimeline
Hamilton Capital, LLC2,670$662K0.04%013F-HRTimeline
CoreCap Advisors, LLC2,591$642K0.02%-4013F-HRTimeline
DECISION INVESTMENTS, INC2,556$634K0.58%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management2,491$618K0.32%+41013F-HRTimeline
Coastline Trust Co2,487$617K0.06%-1,14713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
YHB Investment Advisors, Inc.2,462$610K0.04%+413F-HRTimeline
Central Pacific Bank - Trust Division2,370$588K0.06%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,319$575K0.02%013F-HRTimeline
Decker Wealth Management LLC2,240$555K0.11%new13F-HRTimeline
Versant Capital Management, Inc2,173$539K0.05%013F-HRTimeline
Trust Co2,095$519K0.05%+56413F-HRTimeline
Box Hill Private Wealth LLC2,064$512K0.37%+28613F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,029$503K0.09%+213F-HRTimeline
Baring Financial LLC2,003$496K0.27%+713F-HRTimeline
Arbor Wealth Advisors LLC1,910$474K0.29%013F-HRTimeline
Galvin, Gaustad & Stein, LLC1,889$468K0.04%-913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,765$437K0.03%+913F-HRTimeline
Emergent Wealth Advisors, LLC1,723$427K0.22%+613F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,570$389K0.11%013F-HRTimeline
DOLIVER ADVISORS, LP1,550$384K0.08%013F-HRTimeline
Ballew Advisors, Inc1,497$373K0.19%-51413F-HRTimeline
ATWOOD & PALMER INC1,372$340K0.02%+13813F-HRTimeline
Persium Advisors, LLC1,246$309K0.16%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,212$300K0.02%+75013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,205$299K0.08%+413F-HRTimeline
Insight Wealth Strategies, LLC1,109$275K0.03%+213F-HRTimeline
KFA Private Wealth Group, LLC1,015$252K0.06%+12813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,004$249K0.03%013F-HRTimeline
Crumly & Associates Inc.992$246K0.04%013F-HRTimeline
SACKS & ASSOCIATES, LLC974$241K0.17%013F-HRTimeline
Ledgewood Wealth Advisors, LLC950$236K0.13%013F-HRTimeline
Adirondack Capital Advisors, LLC947$235K0.12%013F-HRTimeline
Capital Advisors Wealth Management, LLC901$223K0.03%+2113F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION896$222K0.02%013F-HRTimeline
Weaver Consulting Group856$212K0.04%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC843$209K0.06%-213F-HRTimeline
Echo45 Advisors LLC807$200K0.09%new13F-HRTimeline
Pacifica Partners Inc.655$163K0.05%-2313F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH486$120K0.02%new13F-HRTimeline
Retirement Wealth Solutions LLC377$93.5K0.05%013F-HRTimeline
Hickory Point Bank & Trust327$81.1K0.05%+2713F-HRTimeline
Investors Research Corp313$77.6K0.01%013F-HRTimeline
Polaris Financial Partners303$76K0.03%13F-HRTimeline
Noble Wealth Management PBC305$75.6K0.03%-1513F-HRTimeline
Rosenberg Matthew Hamilton304$75.4K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.289$71.7K0.01%013F-HRTimeline
Davis Capital Management189$46.9K0.03%013F-HRTimeline
Planning Strategies Inc.80$19.8K0.01%new13F-HRTimeline
Bullock Wealth Management Group46$11.5K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA36$8.93K<0.01%013F-HRTimeline
Horizons Wealth Management25$6.2K<0.01%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP20$4.96K<0.01%013F-HRTimeline