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Disclosery

IWP ISHARES TR

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ETF (fund)

1,198 managers (1,216 13F filers) reported a position in IWP shares at 2026-06-30, 111,953,293 shares in all. 95 filers opened a position and 52 filers sold out during the quarter.

Managers
1,198
13F filers
1,216
New
95
Added
353
Reduced
397
Sold out
52
Shares held by filers
111,953,293

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY20,083,691$2.94B0.16%+178,26013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,219,127$1.06B-200,994Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,000,459$1.02B0.07%-100,15113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,335,358$781M0.14%+199,76313F-HRTimelineGroup
First Command Advisory Services, Inc.3,941,675$577M3.43%-9,62713F-HRTimeline
UBS Group AGgroup of 2 filers holding2,768,580$405M-36,235Timeline
LPL Financial LLC2,726,167$399M0.09%+81,81613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,542,307$374M0.08%-59,95213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,424,157$355M0.18%-10,04313F-HRTimelineGroup
Cassaday & Co Wealth Management LLC2,243,150$328M6.17%+58,41613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,218,307$325M0.41%-35,26713F-HRTimeline
TIAAgroup of 4 filers holding2,136,616$313M-88,633Timeline
VANTAGEPOINT INVESTMENT ADVISERS LLC2,103,984$308M2.31%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,996,544$283M0.11%-855,03913F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK1,523,545$223M0.98%-94,35313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,486,576$218M0.12%+71,02013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,353,964$198M0.22%-228,93513F-HRTimelineGroup
Plante Moran Financial Advisors, LLC1,324,615$194M9.02%+1,324,37713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,270,561$186M0.22%+99,11113F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO1,242,947$182M2.72%-291,14613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,188,094$174M1.71%-85,78413F-HRTimelineGroup
FMR LLCin group FMR LLC1,138,018$167M0.01%-38,51813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC996,753$146M0.04%-40,61213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA918,632$134M0.02%+163,01513F-HRTimelineGroup
Financial Advisory Corp743,948$109M14.44%-39,05713F-HRTimeline
American Family Investments, Inc.in group American Family Investments, …723,817$106M1.91%+103,29413F-HRTimelineGroup
Cetera Investment Advisers722,419$106M0.1%+32,40513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding680,748$99.7M-19,697Timeline
Mariner, LLCin group Mariner, LLC662,972$97.1M0.1%-11,62313F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…662,087$96.9M5.8%+157,35613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP641,849$94M0.11%+3,91913F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.615,207$90.1M0.11%-16,88413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO588,919$85.2M<0.01%-17,86513F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…563,017$82.4M4.66%+12,02713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding555,060$81.3M-17,972Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…485,385$71.1M0.8%-37,97613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.461,131$67.5M0.4%-94,03113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC452,315$66.2M0.01%+12,76113F-HRTimelineGroup
Rodgers & Associates, LTD435,416$63.7M5.79%+4,38513F-HRTimeline
Creative Planningin group Creative Planning415,398$60.8M0.04%-7,98813F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC401,192$58.7M0.43%-2,03813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS395,460$57.9M0.03%+96,20013F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…370,317$54.2M0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding359,433$52.6M+3,058Timeline
AMG National Trust Bank340,414$49.8M1.03%+2,91713F-HRTimeline
Wescott Financial Advisory Group, LLC338,838$49.6M3.84%+92013F-HRTimeline
Truepoint, Inc.320,731$47M0.98%-15,58613F-HRTimeline
Krilogy Financial LLC313,541$45.9M1.36%+7,01813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp303,981$44.5M0.13%-1,47513F-HRTimelineGroup
Cedar Mountain Advisors, LLC276,200$40.4M6.96%+2,89813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers273,307$40M0.04%-72,83613F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC255,257$37.4M0.28%-1,29513F-HRTimeline
Badgley Phelps Wealth Managers, LLC250,932$36.7M0.64%+3,88213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …250,670$36.7M0.25%-2,99313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.249,376$36.5M0.05%+4,43713F-HRTimelineGroup
HighTower Advisors, LLC245,402$35.9M0.03%+2,72513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…226,826$33.2M0.05%-1,84113F-HRTimelineGroup
Cambridge Investment Research Advisors,…223,326$32.7M0.07%-32,98613F-HR/ATimeline
BOKF, NAin group BOKF, NA222,647$32.6M0.45%-2,93713F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.216,541$31.7M0.43%-3,54113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GenWealth Group, Inc.208,254$30.5M4.75%new13F-HRTimeline
RTD Financial Advisors, Inc.195,438$28.6M3.12%+1,64913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC192,603$28.2M0.1%-63313F-HRTimelineGroup
EP Wealth Advisors, LLC190,389$27.9M0.11%-1,68413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding187,930$27.5M-27,083Timeline
Orion Porfolio Solutions, LLC187,509$27.5M0.21%-22,21613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…185,295$27.1M0.09%+13,15113F-HRTimelineGroup
Parkway Wealth Management Group, LLC184,822$27.1M3.12%+69113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP177,600$26M0.02%+15,12013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC175,551$25.7M0.01%+2,06813F-HRTimelineGroup
Pacific Life Fund Advisors LLC264,305$25.5M2.8%-342,54213F-HRTimeline
Integrated Investment Consultants, LLC171,138$25.1M4.94%-4,09313F-HRTimeline
Accredited Investors Inc.170,300$24.9M1.08%-5,80813F-HRTimeline
SVB WEALTH LLC169,224$24.8M1.56%-8,11313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC168,554$24.7M0.07%+68,39213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/166,511$24.4M0.01%-10,97013F-HRTimelineGroup
Washington Trust Bank166,435$24.4M1.7%-8,60513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steward Partners Investment Advisory, L…163,540$23.9M0.12%-27,25613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP163,106$23.9M0.03%+24,09913F-HR/ATimelineGroup
Midwest Trust Co160,932$23.6M0.27%+1,36813F-HRTimeline
MML INVESTORS SERVICES, LLC155,142$22.7M0.05%+19,83613F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.154,430$22.6M3.78%+11,12713F-HRTimeline
CONGRESS ASSET MANAGEMENT CO154,279$22.6M0.14%-156,88913F-HRTimeline
AE Wealth Management LLC152,890$22.4M0.1%+33,46113F-HRTimeline
MAI Capital Management152,623$22.3M0.09%-9,65413F-HRTimeline
Falcon Wealth Planning151,371$22.2M1.4%+5,08013F-HRTimeline
StoryOne LLC148,100$21.7M10.25%+148,10013F-HRTimeline
Mechanics Bank Trust Department145,534$21.3M2.64%+5,83813F-HRTimeline
Mesirow Financial Investment Management…143,704$21M0.33%-134,75413F-HRTimeline
Wealthspire Advisors, LLC137,750$20.2M0.11%-66613F-HRTimeline
Waverly Advisors, LLC135,272$19.8M0.11%-38,39713F-HRTimeline
Intergy Private Wealth, LLC132,539$19.4M4.48%+106,37513F-HRTimeline
LBJ Family Wealth Advisors, Ltd.130,287$18.9M9.61%-1,23413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP128,220$18.8M<0.01%-6,86313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS127,771$18.7M0.03%+6,75713F-HRTimeline
DIVERSIFIED MANAGEMENT INC124,322$18.2M3.89%+1,20213F-HRTimeline
Stonebridge Financial Group, LLC120,345$17.6M1.34%+2,68513F-HRTimeline
Private Advisor Group, LLC118,781$17.4M0.08%-5,09013F-HRTimeline
BANK OF HAWAII115,648$16.9M0.84%-145,72713F-HRTimeline
Sanctuary Advisors, LLC114,201$16.7M0.08%+15,39013F-HRTimeline
JMG Financial Group, Ltd.113,405$16.6M0.4%-1,21413F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC107,320$15.7M6.56%+7,55713F-HRTimeline
Avantax Planning Partners, Inc.107,070$15.7M0.39%-4,71913F-HRTimeline
Curi Capital, LLC107,028$15.7M0.24%-6,04213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC103,158$15.1M0.02%-90,61613F-HRTimelineGroup
Bishop & Co Investment Management, LLC103,129$15.1M4.65%+1,47813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC103,050$15.1M0.19%-1,56913F-HRTimeline
LMG Wealth Partners, LLC102,212$15M2.39%+5,76413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp102,008$14.9M<0.01%-18,38613F-HRTimelineGroup
Connecticut Wealth Management, LLC100,892$14.8M0.55%-713F-HRTimeline
VestGen Advisors, LLC99,121$14.5M0.43%+7,21413F-HRTimeline
HUB Investment Partners, LLC98,621$14.4M0.27%-18,25913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…97,890$14.3M1.21%13F-HRTimelineGroup
Prosperity Consulting Group, LLC93,825$13.7M0.52%+13,09713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…93,272$13.7M0.33%-22913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…95,654$13.6M0.02%-3,10113F-HRTimeline
Heck Capital Advisors, LLC90,654$13.3M0.79%-1,79013F-HRTimeline
IFP Advisors, Inc88,152$12.9M0.23%+9,01613F-HRTimeline
NorthRock Partners, LLC86,562$12.7M0.18%-3,28213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC85,868$12.6M0.21%-15,43413F-HRTimeline
First Citizens Asset Management, Inc.85,212$12.5M3.99%-5,06113F-HRTimeline
WestHill Financial Advisors, Inc.83,725$12.3M2.09%+30813F-HRTimeline
XML Financial, LLC83,381$12.2M0.89%+81813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC82,482$12.1M0.01%+5,09913F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…80,842$11.8M0.04%-158,44813F-HRTimeline
Occidental Asset Management, LLC80,054$11.7M1.16%-74613F-HRTimeline
First National Trust Co79,197$11.6M0.39%+84813F-HRTimeline
Sterling Capital Management LLC79,016$11.6M0.2%+3,55413F-HRTimeline
Whitegate Investment Counselors, Inc.78,630$11.5M3.28%-24213F-HRTimeline
Legacy Edge Advisors, LLC77,597$11.4M1.04%-60313F-HR/ATimeline
Argent Trust Co77,396$11.3M0.33%-1,40013F-HRTimeline
Corundum Group, Inc.76,317$11.2M3.31%+82113F-HRTimeline
NewEdge Advisors, LLC75,558$11.1M0.03%-19,88213F-HRTimeline
FIRST HORIZON CORP75,461$11M0.43%-20113F-HRTimeline
MidFirst Bank73,734$10.8M0.77%-12413F-HRTimeline
PETRA FINANCIAL ADVISORS INC73,491$10.8M4.99%+1,39013F-HRTimeline
Sentinel Advisory Group, LLC73,023$10.7M4.37%+5,63813F-HRTimeline
Summit Trail Advisors, LLC72,674$10.6M0.13%+213F-HRTimeline
&PARTNERS69,969$10.3M0.04%-23,66513F-HRTimeline
STOCK YARDS BANK & TRUST CO69,536$10.2M0.29%+2,43313F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 3 filers holding69,217$10.1M+6,423Timeline
FIRST MERCHANTS CORP68,631$10M0.35%+2,13113F-HRTimeline
Janney Montgomery Scott LLC67,739$9.92M0.02%-5,41413F-HRTimeline
USAdvisors Wealth Management, LLC67,608$9.9M2.84%+22,13413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS66,345$9.71M0.35%+19113F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO65,699$9.62M0.8%+4,96913F-HRTimeline
CONNING INC.in group CONNING INC.65,605$9.61M0.29%013F-HRTimelineGroup
STEVENS CAPITAL PARTNERS64,852$9.5M1.81%+4,74313F-HRTimeline
Private Wealth Asset Management, LLC61,655$9.03M0.87%-5,64113F-HRTimeline
Mainsail Financial Group, LLC61,533$9.01M3.06%+8,42513F-HRTimeline
Crescent Grove Advisors, LLC60,813$8.9M0.75%-52213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV59,293$8.68M0.01%+4,87913F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…58,939$8.63M0.21%+18,98913F-HRTimelineGroup
Three Bearings Fiduciary Advisors, Inc.58,018$8.49M7.61%+1,25913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC57,659$8.44M<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.57,373$8.4M0.14%new13F-HRTimeline
Clear Harbor Asset Management, LLC56,680$8.3M0.52%-1,90213F-HRTimeline
GHP Investment Advisors, Inc.56,070$8.21M0.3%-1,53613F-HRTimeline
Field & Main Bank55,869$8.18M1.69%+55,77913F-HR/ATimeline
CONDOR CAPITAL MANAGEMENT55,077$8.06M0.6%+1,89813F-HRTimeline
UMB Bank, n.a.54,694$8.01M0.1%-3,06813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quantinno Capital Management LP53,780$7.87M0.01%+12,35813F-HRTimeline
Powell Investment Advisors, LLC52,203$7.64M2.41%-713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp51,960$7.61M0.13%+13,30913F-HRTimelineGroup
Modera Wealth Management, LLC50,785$7.44M0.08%-30613F-HRTimeline
Clearstead Advisors, LLC50,405$7.38M0.07%+1,06113F-HRTimeline
BLAIR WILLIAM & CO/IL50,288$7.36M0.02%+3,31313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP49,469$7.24M0.08%+18713F-HRTimeline
Farther Finance Advisors, LLC49,415$7.23M0.06%+2,37413F-HRTimeline
TICINO WEALTH48,978$7.17M2.26%+9,37313F-HRTimeline
Merit Financial Group, LLC48,429$7.09M0.04%+16,33113F-HR/ATimeline
VANCE WEALTH, LLC47,896$7.01M1.58%+44213F-HRTimeline
OLD NATIONAL BANCORP /IN/47,759$6.99M0.14%+2,76313F-HRTimeline
HARBOUR INVESTMENTS, INC.46,780$6.85M0.09%+35113F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …45,275$6.63M0.09%-28313F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC45,212$6.62M0.01%-14913F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC44,890$6.57M0.27%+69913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC44,658$6.54M0.38%+12713F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …44,388$6.5M0.77%+14713F-HRTimeline
INVESTMENT PARTNERS, LTD.44,284$6.48M2.03%+1,19213F-HRTimeline
Savant Capital, LLC44,239$6.47M0.02%+4,18113F-HRTimeline
TAGStone Capital, Inc.43,547$6.38M2.03%+3413F-HRTimeline
Sigma Planning Corp43,508$6.37M0.16%+50413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC43,450$6.36M<0.01%+21,49413F-HRTimelineGroup
GLOBALT Investments LLC / GA43,375$6.35M0.21%-2,90013F-HRTimeline
Hilltop National Bank43,051$6.3M1.35%-58213F-HRTimeline
Summit Financial, LLC42,435$6.21M0.07%-41,28913F-HRTimeline
Beacon Pointe Advisors, LLC42,161$6.17M0.03%-1,08813F-HRTimeline
Weinberger Asset Management, Inc43,606$5.98M1.92%+5,31813F-HRTimeline
KINTRA WEALTH, LLC40,475$5.95M0.31%+6,54713F-HRTimeline
Gladstone Institutional Advisory LLC40,593$5.94M0.19%-5913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP40,260$5.89M0.04%-83213F-HRTimelineGroup
Arax Advisory Partners39,784$5.82M0.04%+6,38913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…39,524$5.79M0.15%-2,86813F-HRTimelineGroup
Eukles Asset Management39,325$5.76M2.38%+4,27413F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…38,081$5.58M0.08%+2,48513F-HRTimelineGroup
Cresset Asset Management, LLC37,991$5.56M0.02%-61613F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA38,207$5.55M0.16%-1,72513F-HRTimelineGroup
Lee Financial Co37,755$5.53M0.71%+24213F-HRTimeline
ACIMA PRIVATE WEALTH, LLC37,139$5.44M1.58%013F-HRTimeline