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Disclosery

IWP ISHARES TR

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ETF (fund)

1,206 managers (1,224 13F filers) reported a position in IWP shares at 2026-06-30, 111,972,542 shares in all. 97 filers opened a position and 52 filers sold out during the quarter.

Managers
1,206
13F filers
1,224
New
97
Added
354
Reduced
398
Sold out
52
Shares held by filers
111,972,542

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
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…36,895$5.4M0.05%+19,50713F-HRTimelineGroup
Procyon Advisors, LLC36,874$5.4M0.23%+27313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…36,800$5.39M0.09%-24213F-HRTimelineGroup
Saiph Capital, LLC36,798$5.39M1.61%-26513F-HRTimeline
Kingdom Financial Group LLC.36,778$5.38M1.38%+6,96313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC36,743$5.38M<0.01%+5,92013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC36,496$5.34M0.37%+89813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC36,180$5.3M0.07%-1,05713F-HRTimeline
McAdam, LLC35,997$5.27M0.2%-12,49813F-HRTimeline
Processus Wealth & Capital Management, …35,981$5.27M3.12%+1,11413F-HR/ATimeline
Certified Advisory Corp35,955$5.26M0.42%-2,58313F-HRTimeline
EQUITABLE TRUST CO35,705$5.23M0.22%-35113F-HRTimeline
Widmann Financial Services, Inc.35,390$5.18M2.78%+1,00913F-HRTimeline
Vestmark Advisory Solutions, Inc.35,072$5.13M0.05%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.34,981$5.12M0.17%-2,31713F-HRTimelineGroup
Kelsey Financial, LLC34,500$5.05M3.83%+2,81813F-HRTimeline
Advisory Resource Group34,254$5.02M0.75%+31,09513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA34,116$4.99M0.02%+8,85913F-HRTimelineGroup
Sequent Asset Management, LLC33,835$4.95M2.09%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC33,029$4.84M0.01%new13F-HRTimeline
COURIER CAPITAL LLC32,976$4.83M0.24%+2913F-HRTimeline
Beacon Bank & Trust32,928$4.82M0.92%-54113F-HR/ATimeline
Kingsview Wealth Management, LLC32,854$4.81M0.06%+56013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding32,641$4.78M+32Timeline
Burns Matteson Capital Management, LLC32,521$4.76M1.51%-84813F-HRTimeline
Hofer & Associates. Inc32,498$4.76M2.3%+61413F-HRTimeline
Atlas Brown,Inc.32,484$4.76M1.28%-41713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…32,380$4.74M0.01%-9,10013F-HRTimelineGroup
Councilor Wealth, LLC32,251$4.72M1.91%-58713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/32,076$4.7M<0.01%013F-HRTimeline
LWM ADVISORS INC31,550$4.62M3.44%+55113F-HRTimeline
Advisory Services Network, LLC30,995$4.54M0.05%-7,51513F-HRTimeline
Vision Capital Management, Inc.30,582$4.48M0.51%013F-HRTimeline
Auour Investments LLC29,526$4.32M1.24%+85013F-HRTimeline
Brady Martz Wealth Solutions, LLC29,039$4.25M0.64%-17513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.28,890$4.23M0.37%+3513F-HR/ATimeline
B. Riley Wealth Advisors, Inc.28,969$4.19M0.23%+79213F-HRTimeline
LifeWealth Investments, LLC28,562$4.18M1.12%+4,37113F-HRTimeline
Financial Engines Advisors L.L.C.28,539$4.18M0.01%-1413F-HRTimeline
ARK & TLK INVESTMENTS, LLC28,196$4.13M1.02%013F-HRTimeline
BEAM WEALTH ADVISORS, INC.27,769$4.07M0.9%+92713F-HR/ATimeline
Eagle Strategies LLC27,493$4.03M0.4%+37213F-HRTimeline
Consolidated Investment Group LLC27,450$4.02M0.35%013F-HRTimeline
Stone Wealth Partners27,376$4.01M2.93%+1,34013F-HRTimeline
Robertson Stephens Wealth Management, L…26,910$3.94M0.1%-10913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC26,723$3.91M0.19%+2,10713F-HRTimeline
Mathes Company, Inc.26,603$3.9M1.21%013F-HRTimeline
IHT Wealth Management, LLC26,545$3.89M0.08%+15513F-HRTimeline
Atria Investments, Inc26,212$3.84M0.04%+11,42213F-HRTimeline
WESBANCO BANK INC26,174$3.83M0.1%-4913F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding26,129$3.83M+30Timeline
Veridan Wealth LLC25,550$3.74M1.3%+4,40713F-HRTimeline
BECKER CAPITAL MANAGEMENT INC25,465$3.73M0.1%+26413F-HRTimeline
Arkadios Wealth Advisors25,305$3.7M0.06%-1,95113F-HRTimeline
Bluespring Wealth Management, LLC25,276$3.7M0.07%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC25,255$3.7M0.34%-39,86413F-HRTimeline
FLOW TRADERS U.S. LLC24,818$3.63M0.15%-25,71113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…24,735$3.62M0.02%-73713F-HRTimelineGroup
MSH Capital Advisors LLC24,737$3.62M0.63%+78513F-HRTimeline
Strategic Blueprint, LLC24,484$3.58M0.18%+14,27213F-HRTimeline
CHOREO, LLC24,326$3.56M0.04%-1,30313F-HRTimeline
Glenview Trust Co23,948$3.51M0.05%013F-HR/ATimeline
Franklin Resourcesgroup of 2 filers holding23,604$3.46M+1,306Timeline
Global Retirement Partners, LLC23,444$3.43M0.05%13F-HRTimeline
One Capital Management, LLC26,601$3.41M0.09%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…23,212$3.4M0.86%+1,97613F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC23,277$3.39M0.11%+15013F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC23,100$3.38M0.03%+2,36213F-HRTimeline
HOWARD BAILEY SECURITIES, LLC23,081$3.38M1.27%+3,15913F-HRTimeline
Ashton Thomas Private Wealth, LLC22,890$3.35M0.07%-99213F-HRTimeline
Intrepid Financial Planning Group LLC22,766$3.33M1.13%-26013F-HRTimeline
Pointe Capital Management LLC22,524$3.3M1.48%+1,23213F-HRTimeline
Financial Partners Group, Inc22,513$3.3M0.33%-44513F-HRTimeline
PINNACLE ASSOCIATES LTD22,443$3.29M0.04%+4513F-HRTimeline
BRIGHTON JONES LLC22,341$3.27M0.06%+13413F-HRTimeline
Avior Wealth Management, LLC22,109$3.22M0.08%-2,27413F-HRTimeline
Bryn Mawr Trust Advisors, LLC21,936$3.21M0.14%+7,12413F-HRTimeline
Meridian Wealth Management, LLC21,889$3.2M0.1%+62513F-HRTimeline
Sequoia Financial Advisors, LLC21,867$3.2M0.02%+78713F-HRTimeline
HM PAYSON & CO21,836$3.2M0.04%-6,76113F-HRTimeline
Ballew Advisors, Inc22,110$3.16M1.63%-4713F-HRTimeline
LOWERY THOMAS, LLC21,378$3.13M1.53%-7613F-HRTimeline
McKinley Carter Wealth Services, Inc.20,866$3.05M0.16%-1,56913F-HRTimeline
Vise Technologies, Inc.20,802$3.05M0.03%+12,86913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…20,692$3.03M0.06%+8,30613F-HRTimelineGroup
Tennessee Valley Asset Management Partn…20,548$3.01M0.33%-6,33713F-HRTimeline
Simplicity Wealth,LLC20,535$3.01M0.1%+3,00513F-HRTimeline
Broadleaf Partners, LLC20,519$3M0.58%+70013F-HRTimeline
Naviter Wealth, LLC20,316$2.97M0.27%+1,49713F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC20,221$2.96M0.07%-3,13813F-HRTimeline
IEQ CAPITAL, LLC20,121$2.95M0.01%+6,31913F-HRTimeline
MCF Advisors LLC19,875$2.91M0.1%-11713F-HRTimeline
Parallel Advisors, LLC19,734$2.89M0.04%-37413F-HRTimeline
SOA Wealth Advisors, LLC.19,296$2.83M0.48%-17,94813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,143$2.8M0.05%+5,58713F-HRTimeline
Wilmington Savings Fund Society, FSB19,141$2.8M0.06%+6,12913F-HRTimeline
HMS Capital Management, LLC19,030$2.79M1.04%+18213F-HRTimeline
JPL Wealth Management, LLC18,925$2.77M0.55%-2,01113F-HRTimeline
Bleakley Financial Group, LLC18,825$2.76M0.04%+2,37813F-HRTimeline
Proactive Wealth Strategies LLC18,735$2.74M0.44%-30713F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…18,646$2.73M0.37%-7,45513F-HRTimelineGroup
Rathbones Group PLC18,626$2.73M0.01%+7113F-HRTimeline
Dominguez Wealth Management Solutions, …18,429$2.7M1.49%+4413F-HRTimeline
Sierra Capital LLC18,343$2.69M0.26%+19813F-HRTimeline
Wealthfront Advisers LLC18,297$2.68M0.01%-72113F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.19,492$2.67M1.44%-86713F-HRTimeline
Element Wealth, LLC18,090$2.65M1%-1,10013F-HRTimeline
Allegheny Financial Group17,840$2.61M0.28%+66813F-HRTimeline
ALLIANCEBERNSTEIN L.P.20,310$2.6M<0.01%+2,63813F-HRTimeline
Moran Wealth Management, LLC17,726$2.6M0.07%new13F-HRTimeline
AMARILLO NATIONAL BANK17,706$2.59M0.42%+33613F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska17,428$2.55M0.23%-88213F-HRTimelineGroup
Post Resch Tallon Group Inc.17,207$2.52M1.74%+5313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO17,004$2.49M0.01%013F-HRTimelineGroup
Betterment LLC16,952$2.48M<0.01%+1,47713F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV16,912$2.48M0.49%+113F-HRTimeline
Nvest Financial, LLC16,869$2.47M0.78%+41313F-HRTimeline
INSIGHT 2811, INC.16,737$2.45M0.99%+24913F-HRTimeline
Cooper Financial Group16,663$2.44M0.2%+2,40013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,646$2.44M0.07%-22,79213F-HRTimelineGroup
Geneos Wealth Management Inc.16,597$2.43M0.05%013F-HRTimeline
Horst & Graben Wealth Management LLC16,622$2.41M0.32%+2313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC16,359$2.4M0.04%-2,47913F-HRTimeline
Ducere Wealth Management LLC16,270$2.38M0.72%-5,94613F-HRTimeline
CASTLEARK MANAGEMENT LLC16,000$2.34M0.06%013F-HRTimeline
Peloton Wealth Strategists15,922$2.33M0.86%+95013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC15,716$2.3M0.02%-25013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.15,687$2.3M<0.01%-16,72913F-HRTimelineGroup
Key Capital Management, INC15,664$2.29M1.18%+4,93413F-HRTimeline
Claro Advisors Inc.15,575$2.28M0.24%+35013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC15,474$2.27M0.15%-25013F-HRTimeline
Mutual Advisors, LLC15,465$2.26M0.04%-4,27013F-HRTimeline
United Advisor Group, LLC15,407$2.26M0.24%+1,02013F-HRTimeline
Shakespeare Wealth Management, LLC15,332$2.24M0.59%-68213F-HRTimeline
NWAM LLC15,262$2.23M0.11%-1,27813F-HRTimeline
Montgomery Financial Services LLC15,128$2.21M1.93%13F-HRTimeline
National Philanthropic Trust15,062$2.21M0.03%+6,73813F-HRTimeline
Valeo Financial Advisors, LLC14,972$2.19M0.05%+81213F-HRTimeline
Global Strategic Investment Solutions, …14,953$2.19M0.2%+1013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…15,859$2.17M1.63%+1,74913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,757$2.16M0.02%+70313F-HRTimelineGroup
Prospera Financial Services Inc14,743$2.16M0.03%+31613F-HRTimeline
MWA Asset Management14,614$2.14M0.97%-22313F-HRTimeline
Rose Capital Advisors LLC14,577$2.13M1.14%13F-HRTimeline
Pilgrim Partners Asia Pte Ltd14,450$2.12M0.93%013F-HRTimeline
Total Clarity Wealth Management, Inc.14,408$2.11M0.41%-1,53413F-HRTimeline
Nadler Financial Group, Inc.14,396$2.11M0.18%-1813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,339$2.1M0.05%-3,56213F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…14,263$2.09M0.05%-15013F-HRTimelineGroup
FIRST NATIONAL BANK SIOUX FALLS15,290$2.07M0.56%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,018$2.05M0.01%-19,96313F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC13,922$2.04M0.04%-3,46813F-HRTimeline
Western Wealth Management, LLC13,882$2.03M0.07%-89013F-HRTimeline
D.A. DAVIDSON & CO.13,824$2.02M0.01%+1,58313F-HRTimeline
Integrated Wealth Concepts LLC13,442$1.97M0.01%+2,05813F-HR/ATimeline
FORONJY FINANCIAL LLC13,438$1.97M0.72%new13F-HRTimeline
TRUST POINT INC.13,419$1.96M0.17%+2013F-HRTimeline
TBH Global Asset Management, LLC13,404$1.96M0.36%013F-HRTimeline
Navigation Group, LLC13,319$1.95M0.38%-9513F-HRTimeline
Tradition Wealth Management, LLC13,298$1.95M0.12%-20013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT13,169$1.93M0.03%-35013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP13,142$1.92M0.02%+1,73413F-HRTimeline
Friday Financial13,546$1.92M0.51%+2,25513F-HRTimeline
Fund Evaluation Group, LLC13,074$1.91M0.05%+22213F-HRTimeline
Alesco Advisors, LLC, An ESL Co13,015$1.91M0.04%013F-HRTimeline
American Wealth Advisors, LLC12,977$1.9M1.78%-613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO13,037$1.9M0.02%+9,52513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.12,946$1.9M0.12%013F-HRTimelineGroup
Cordgrass Capital Advisors, LLC12,910$1.89M0.7%013F-HRTimeline
Serenity Investment Advisors13,283$1.89M0.81%-3713F-HRTimeline
IFC Advisors LLC12,900$1.89M0.24%013F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.15,833$1.86M0.23%+8,00013F-HRTimeline
Capital Squared Financial LLC12,690$1.86M1.21%+4213F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC12,660$1.85M0.27%-1,62613F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC12,607$1.85M1.2%-1,07213F-HRTimeline
Global Trust Wealth Management LLC12,455$1.82M1.26%+12013F-HRTimeline
WHITTIER TRUST CO12,630$1.82M0.02%+2,35313F-HRTimeline
Composition Wealth, LLC12,433$1.82M0.02%-2113F-HRTimeline
Rossmore Private Capital12,312$1.8M0.15%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC12,297$1.8M0.08%013F-HRTimeline
Chicago Partners Investment Group LLC12,922$1.79M0.04%+47613F-HRTimeline
SAGE FINANCIAL GROUP INC12,170$1.78M0.1%-6413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…12,012$1.76M0.27%-1313F-HRTimeline
Golden State Wealth Management, LLC11,991$1.76M0.16%+7413F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.11,758$1.72M1.3%-413F-HRTimeline
Financial Freedom, LLC11,726$1.72M0.79%+713F-HRTimeline
Venture Visionary Partners LLC11,693$1.71M0.05%+113F-HRTimeline
Compound Planning, Inc.11,660$1.71M0.04%-35013F-HRTimeline
Next Capital Management LLC11,648$1.71M0.46%+513F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,570$1.69M0.05%+1,81513F-HRTimeline
WILLNER & HELLER, LLC11,477$1.68M1.05%-33313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC11,468$1.68M<0.01%-613F-HRTimelineGroup
Cornerstone Financial Management LLC11,444$1.68M1.34%+35813F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co11,424$1.67M0.02%+26913F-HRTimelineGroup
Dynamic Financial Group11,397$1.67M1.26%+70313F-HRTimeline
Clarion Wealth Managment Partners, LLC11,374$1.67M1.34%-26513F-HRTimeline
Clearstead Trust, LLC11,329$1.66M0.22%013F-HRTimeline
Perennial Investment Advisors, LLC11,204$1.64M0.11%-52413F-HRTimeline
PRIVATE TRUST CO NA11,160$1.63M0.13%-1213F-HRTimeline
FAS Wealth Partners, Inc.11,080$1.62M0.08%+3613F-HRTimeline