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Disclosery

IWP ISHARES TR

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ETF (fund)

1,122 managers (1,138 13F filers) reported a position in IWP shares at 2024-12-31, 102,409,124 shares in all. 97 filers opened a position and 32 filers sold out during the quarter.

Managers
1,122
13F filers
1,138
New
97
Added
331
Reduced
330
Sold out
32
Shares held by filers
102,409,124

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
FIDELIS CAPITAL PARTNERS, LLC34,641$4.65M0.46%+14,76013F-HRTimeline
Auour Investments LLC34,321$4.62M1.62%-70513F-HRTimeline
Burns Matteson Capital Management, LLC35,701$4.53M2.54%-20413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC35,531$4.5M0.04%-5,40613F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.35,264$4.47M0.27%-48713F-HRTimeline
&PARTNERS34,399$4.47M0.05%+19,83413F-HRTimeline
Saiph Capital, LLC34,571$4.38M1.99%+23113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC34,422$4.36M0.01%+6,40813F-HRTimelineGroup
Sigma Planning Corp33,911$4.3M0.13%+66613F-HRTimeline
COURIER CAPITAL LLC33,854$4.29M0.3%013F-HRTimeline
HARBOUR INVESTMENTS, INC.33,853$4.29M0.12%+5,69313F-HRTimeline
Atlas Brown,Inc.33,784$4.28M1.46%-10413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd33,312$4.22M0.08%new13F-HRTimelineGroup
Arcadia Wealth Management, LLC33,082$4.19M2.12%+90613F-HRTimeline
Hilltop National Bank32,897$4.17M1.25%+1,42813F-HRTimeline
Weinberger Asset Management, Inc32,705$4.15M1.73%+1,17913F-HRTimeline
LWM ADVISORS INC32,467$4.12M4.13%13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/32,352$4.1M<0.01%013F-HRTimeline
IMS Capital Management32,009$4.06M1.88%-1,07913F-HRTimeline
Eukles Asset Management31,497$3.99M1.7%-1,25113F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC31,385$3.98M0.02%new13F-HRTimelineGroup
FineMark National Bank & Trust31,119$3.94M0.14%+6,07813F-HRTimeline
HM PAYSON & CO30,891$3.92M0.07%+63813F-HRTimeline
CHOREO, LLC30,742$3.9M0.06%-1,25513F-HRTimeline
Vision Capital Management, Inc.30,767$3.9M0.57%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.30,301$3.84M0.41%+24413F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC30,159$3.82M<0.01%-2113F-HRTimelineGroup
Mathes Company, Inc.30,103$3.82M1.39%-7713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC29,859$3.78M1.41%+79113F-HRTimeline
Prospera Financial Services Inc29,410$3.73M0.09%+1,87013F-HRTimeline
Hofer & Associates. Inc29,376$3.72M2.5%-48013F-HRTimeline
Financial Engines Advisors L.L.C.29,268$3.71M0.01%+21613F-HRTimeline
Kingdom Financial Group LLC.29,248$3.71M2.53%-1,50413F-HRTimeline
Widmann Financial Services, Inc.29,022$3.68M2.85%-5,99513F-HRTimeline
Legacies Wealth LLC28,732$3.64M2.82%-42813F-HRTimeline
New Age Alpha Advisors, LLC28,601$3.63M0.15%new13F-HR/ATimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…28,435$3.6M0.74%-2,44513F-HRTimelineGroup
COUNTRY CLUB BANK28,223$3.6M0.24%-1,29513F-HRTimeline
ARK & TLK INVESTMENTS, LLC28,196$3.57M1.24%013F-HRTimeline
AVALON CAPITAL MANAGEMENT28,031$3.55M1.15%new13F-HRTimeline
Robertson Stephens Wealth Management, L…27,982$3.55M0.13%+58213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP27,951$3.54M0.03%-1413F-HRTimelineGroup
Element Wealth, LLC27,621$3.5M1.83%+20,39613F-HRTimeline
First National Trust Co27,147$3.44M0.13%+25313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding26,994$3.42M-12Timeline
Eagle Strategies LLC26,980$3.42M0.59%-7513F-HRTimeline
ELLERSON GROUP INC /ADV26,978$3.42M2.5%+15,91113F-HRTimeline
WESBANCO BANK INC26,834$3.4M0.12%-4413F-HRTimeline
FINANCIAL COUNSELORS INC26,655$3.38M0.05%+4,67913F-HRTimeline
Avior Wealth Management, LLC26,733$3.38M0.12%+1,68413F-HRTimeline
Meridian Wealth Management, LLC26,576$3.37M0.16%+11,59213F-HRTimeline
JPL Wealth Management, LLC26,157$3.32M0.95%13F-HRTimeline
MSH Capital Advisors LLC25,686$3.26M1.03%-53513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC25,199$3.19M0.1%-13313F-HRTimeline
Y-Intercept (Hong Kong) Ltd25,104$3.18M0.21%+15,35013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC25,089$3.18M1.43%13F-HRTimeline
Glenview Trust Co25,047$3.17M0.06%-5,79813F-HRTimeline
Total Clarity Wealth Management, Inc.25,013$3.17M1.03%-13,08413F-HRTimeline
Integrated Wealth Concepts LLC24,917$3.16M0.04%+13,67813F-HRTimeline
Bleakley Financial Group, LLC24,884$3.15M0.09%+25713F-HRTimeline
Processus Wealth & Capital Management, …24,879$3.15M2.51%-57313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …24,014$3.06M<0.01%+7,10313F-HRTimelineGroup
Intrepid Financial Planning Group LLC24,004$3.04M1.29%-1,63813F-HRTimeline
Beacon Pointe Advisors, LLC23,819$3.02M0.03%+22113F-HRTimeline
Atria Wealth Solutions, Inc.23,708$3.01M0.03%+1,33613F-HRTimeline
Intergy Private Wealth, LLC23,668$3M1.12%+1,38713F-HRTimeline
Rathbones Group PLC23,360$2.96M0.01%+1,68213F-HRTimeline
Tennessee Valley Asset Management Partn…23,331$2.96M0.49%+1,99813F-HRTimeline
PINNACLE ASSOCIATES LTD23,303$2.95M0.04%-74413F-HRTimeline
LOWERY THOMAS, LLC22,778$2.89M1.88%-7913F-HRTimeline
Olistico Wealth, LLC22,776$2.89M1.68%+1,06013F-HRTimeline
BEAM WEALTH ADVISORS, INC.22,715$2.88M0.91%-51513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.22,585$2.86M0.18%+17,18513F-HRTimelineGroup
Capital Investment Counsel, LLC22,445$2.84M0.47%+2,22113F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC21,843$2.77M0.05%+47613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21,828$2.77M0.1%+11,89613F-HRTimelineGroup
Biondo Investment Advisors, LLC21,624$2.74M0.38%+67313F-HRTimeline
NWAM LLC21,598$2.74M0.17%+613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…21,404$2.71M0.02%-73613F-HRTimelineGroup
Veridan Wealth LLC20,036$2.69M1.26%13F-HRTimeline
MCF Advisors LLC20,789$2.63M0.18%-6113F-HRTimeline
Merit Financial Group, LLC20,781$2.63M0.05%+18,80213F-HRTimeline
Summit Financial, LLC20,745$2.63M0.09%-8,13313F-HRTimeline
Financial Partners Group, Inc20,627$2.61M0.38%+18913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA20,517$2.6M0.01%-5,79013F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC20,296$2.57M0.03%-40913F-HRTimeline
Ballew Advisors, Inc20,182$2.56M1.63%+25713F-HRTimeline
Broadleaf Partners, LLC19,948$2.53M0.59%+21313F-HRTimeline
HMS Capital Management, LLC19,850$2.52M1.22%+1,50213F-HRTimeline
Arkadios Wealth Advisors19,802$2.51M0.14%-36613F-HRTimeline
American Trust19,646$2.49M0.19%new13F-HRTimeline
BRIGHTON JONES LLC19,284$2.44M0.07%-4,51813F-HR/ATimeline
Stonebridge Capital Advisors LLC18,985$2.41M0.19%-3,15013F-HRTimeline
Dentgroup LLC18,866$2.39M1.83%-6,46813F-HRTimeline
Naviter Wealth, LLC18,819$2.39M0.29%new13F-HRTimeline
Sierra Capital LLC18,589$2.36M0.28%+213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC18,457$2.34M0.22%-75013F-HRTimeline
AdvisorNet Financial, Inc18,361$2.33M0.19%-12,54713F-HRTimeline
Nvest Financial, LLC18,201$2.31M1.17%-7513F-HRTimeline
Strive Asset Management, LLC17,643$2.24M1.68%13F-HRTimeline
INSIGHT 2811, INC.17,510$2.22M1.14%-25013F-HRTimeline
Independent Advisor Alliance17,373$2.2M0.03%new13F-HRTimeline
AMARILLO NATIONAL BANK17,370$2.2M0.4%-60613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,341$2.2M0.09%+6,13213F-HRTimelineGroup
Certified Advisory Corp17,044$2.16M0.23%+2,60213F-HRTimeline
Commonwealth Financial Services, LLC16,760$2.12M0.42%new13F-HRTimeline
Horst & Graben Wealth Management LLC16,669$2.11M0.38%-1,42913F-HRTimeline
Claro Advisors Inc.16,633$2.11M0.29%-1613F-HRTimeline
Nadler Financial Group, Inc.16,625$2.11M0.22%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC16,516$2.09M0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC16,403$2.08M0.02%-21213F-HR/ATimeline
BUILDER INVESTMENT GROUP INC /ADV16,366$2.07M0.56%013F-HRTimeline
Geneos Wealth Management Inc.16,353$2.07M0.07%-18513F-HRTimeline
SAGE FINANCIAL GROUP INC16,259$2.06M0.17%-42513F-HRTimeline
CASTLEARK MANAGEMENT LLC16,000$2.03M0.07%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,963$2.02M0.11%-1,39513F-HRTimelineGroup
Advisory Services Network, LLC15,842$2.01M0.04%+2,90613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC15,824$2.01M0.16%-15013F-HRTimeline
Global Strategic Investment Solutions, …15,676$1.99M0.23%+413F-HRTimeline
MWA Asset Management15,556$1.97M1.31%+6313F-HRTimeline
Sandy Spring Bank15,513$1.97M0.08%-28913F-HRTimeline
Allegheny Financial Group15,364$1.95M0.5%+2,44313F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS15,290$1.94M0.83%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC15,165$1.92M0.14%-1,67013F-HRTimeline
Shakespeare Wealth Management, LLC15,111$1.92M0.52%-1,01613F-HRTimeline
Cordatus Wealth Management LLC14,856$1.88M0.5%+19813F-HRTimeline
Wealthfront Advisers LLC14,836$1.88M0.01%+2,72913F-HR/ATimeline
B.O.S.S. Retirement Advisors, LLC14,830$1.88M0.53%new13F-HRTimeline
Graypoint LLC14,806$1.88M0.11%013F-HRTimeline
Post Resch Tallon Group Inc.14,694$1.87M1.8%13F-HRTimeline
Rehmann Capital Advisory Group14,522$1.84M0.12%+46913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO14,460$1.83M0.01%013F-HRTimelineGroup
Western Wealth Management, LLC14,447$1.83M0.12%-66513F-HR/ATimeline
ALLIANCEBERNSTEIN L.P.14,361$1.82M<0.01%-1313F-HRTimeline
IFC Advisors LLC14,308$1.81M0.4%13F-HRTimeline
Park Place Capital Corp14,213$1.8M0.5%+81113F-HRTimeline
Valeo Financial Advisors, LLC14,190$1.8M0.05%-9813F-HRTimeline
Dominguez Wealth Management Solutions, …14,186$1.8M1.31%-10713F-HRTimeline
Strategic Advocates LLC14,183$1.8M0.61%-5,42313F-HRTimeline
Pointe Capital Management LLC14,173$1.8M1.03%+10813F-HR/ATimeline
PARAGON FINANCIAL PARTNERS, INC.14,032$1.78M1.34%+1,79313F-HRTimeline
NewEdge Wealth, LLC13,998$1.77M0.03%new13F-HRTimeline
D.A. DAVIDSON & CO.13,944$1.77M0.01%+14413F-HRTimeline
Cubist Systematic Strategies, LLC13,941$1.77M0.03%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,908$1.76M0.03%+22513F-HRTimelineGroup
TRUST POINT INC.13,889$1.76M0.12%013F-HRTimeline
Global Trust Asset Management, LLC13,806$1.75M0.66%-1,96313F-HRTimeline
Lifelong Wealth Advisors, Inc.13,573$1.72M0.77%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,564$1.72M0.06%+2,63713F-HRTimeline
Advisors Capital Management, LLC13,539$1.72M0.03%-25413F-HRTimeline
Global Retirement Partners, LLC13,526$1.71M0.05%-94313F-HRTimeline
Tradition Wealth Management, LLC13,498$1.71M0.15%-10013F-HRTimeline
LifeWealth Investments, LLC13,476$1.71M1.13%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…13,429$1.7M0.48%-2313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,414$1.7M<0.01%+7,08713F-HRTimelineGroup
TBH Global Asset Management, LLC13,404$1.7M0.4%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co13,400$1.7M0.05%013F-HRTimeline
Thomasville National Bank13,394$1.7M0.12%-76213F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA13,286$1.68M0.11%-45413F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.12,946$1.64M0.15%013F-HRTimelineGroup
Cordgrass Capital Advisors, LLC12,910$1.64M0.47%-20013F-HRTimeline
Atria Investments, Inc12,810$1.62M0.02%+7,66213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,788$1.62M0.04%+5013F-HRTimelineGroup
Perennial Investment Advisors, LLC12,786$1.62M0.19%+1913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC12,672$1.61M0.09%013F-HRTimeline
EWG Elevate Inc.12,549$1.59M0.48%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO12,524$1.59M0.38%013F-HRTimeline
Financial Freedom, LLC12,514$1.59M0.84%-5813F-HRTimeline
Wilmington Savings Fund Society, FSB12,507$1.59M0.03%+3,13413F-HRTimeline
RENASANT BANK12,498$1.58M1.03%+41913F-HRTimeline
IHT Wealth Management, LLC12,400$1.57M0.05%-56313F-HRTimeline
1ST SOURCE BANK12,369$1.57M0.09%+17313F-HRTimeline
ASPIRIANT, LLC12,313$1.56M0.06%013F-HRTimeline
EQUITABLE TRUST CO12,174$1.54M0.09%new13F-HRTimeline
Golden State Wealth Management, LLC12,168$1.54M0.23%13F-HRTimeline
Passumpsic Savings Bank12,142$1.54M0.96%+7613F-HRTimeline
TSFG, LLC12,038$1.53M0.31%-4013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC12,012$1.52M0.03%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,901$1.51M0.03%new13F-HRTimelineGroup
Lion Street Advisors, LLC11,899$1.51M0.48%-13813F-HRTimeline
PRIVATE TRUST CO NA11,851$1.5M0.15%+45013F-HRTimeline
Foundations Investment Advisors, LLC11,781$1.49M0.03%-1,06913F-HRTimeline
Venture Visionary Partners LLC11,689$1.48M0.06%-3613F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management11,525$1.46M0.05%+3,66613F-HRTimelineGroup
Glass Jacobson Investment Advisors llc11,493$1.46M0.48%-1,19013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WILLNER & HELLER, LLC11,367$1.44M1.26%+23213F-HRTimeline
Virtue Capital Management, LLC11,328$1.44M0.29%new13F-HRTimeline
Clearstead Trust, LLC11,312$1.43M0.31%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC11,273$1.43M0.13%+8,12113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT11,246$1.43M0.02%+38213F-HRTimeline
Prime Capital Investment Advisors, LLC11,195$1.42M0.02%-1,01713F-HRTimeline
Taylor & Morgan Wealth Management, LLC11,156$1.41M0.99%-25413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.11,118$1.41M0.03%013F-HRTimelineGroup
LUTS & GREENLEIGH GROUP, INC.11,100$1.41M1.39%-813F-HRTimeline
Stillwater Capital Advisors, LLC10,768$1.36M0.17%-17213F-HRTimeline
Roberts Financial Services LLC10,756$1.36M0.26%-29313F-HRTimeline
Chicago Partners Investment Group LLC10,589$1.36M0.05%-52813F-HRTimeline
Composition Wealth, LLC10,743$1.36M0.03%-65513F-HRTimeline
FAS Wealth Partners, Inc.10,735$1.36M0.11%-16513F-HRTimeline
TOWNSQUARE CAPITAL LLC10,720$1.36M0.02%+16313F-HRTimeline