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Disclosery

IWP ISHARES TR

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ETF (fund)

1,076 managers (1,091 13F filers) reported a position in IWP shares at 2025-03-31, 105,835,470 shares in all. 55 filers opened a position and 87 filers sold out during the quarter.

Managers
1,076
13F filers
1,091
New
55
Added
337
Reduced
381
Sold out
87
Shares held by filers
105,835,470

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BluePointe Capital Management, LLC38,269$4.5M1.71%new13F-HRTimeline
INVESTMENT PARTNERS, LTD.38,044$4.47M1.85%-99013F-HRTimeline
Beacon Bank & Trust37,463$4.4M1.07%-37113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC37,139$4.36M1.57%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC36,971$4.34M0.09%-1,45713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC36,968$4.34M<0.01%-20513F-HRTimelineGroup
FINANCIAL COUNSELORS INC36,936$4.34M0.07%+10,28113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…36,924$4.34M0.09%-62813F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC34,719$4.17M0.44%+7813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC35,500$4.17M0.04%-3113F-HR/ATimelineGroup
Saiph Capital, LLC35,038$4.12M1.97%+46713F-HRTimeline
HARBOUR INVESTMENTS, INC.34,850$4.09M0.12%+99713F-HRTimeline
LWM ADVISORS INC32,348$4.09M4.21%-11913F-HRTimeline
Cooper Capital Advisors LLC34,422$4.04M4.33%new13F-HRTimeline
Sigma Planning Corp34,284$4.03M0.13%+37313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC34,049$4M0.01%-37313F-HRTimelineGroup
COURIER CAPITAL LLC33,854$3.98M0.26%013F-HRTimeline
Atlas Brown,Inc.33,754$3.97M1.39%-3013F-HRTimeline
Arcadia Wealth Management, LLC33,702$3.96M1.95%+62013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.33,166$3.9M0.19%-5,28313F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.33,098$3.89M0.24%-2,16613F-HRTimeline
Meridian Wealth Management, LLC33,079$3.89M0.19%+6,50313F-HRTimeline
Weinberger Asset Management, Inc33,013$3.88M1.66%+30813F-HRTimeline
Geneos Wealth Management Inc.32,873$3.87M0.06%+16,52013F-HRTimeline
IMS Capital Management32,713$3.84M1.94%+70413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.32,574$3.83M0.07%-4,98013F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/32,086$3.77M<0.01%-26613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …31,634$3.75M0.01%+7,62013F-HRTimelineGroup
Eukles Asset Management31,083$3.65M1.6%-41413F-HRTimeline
Vision Capital Management, Inc.30,767$3.61M0.52%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC30,475$3.58M<0.01%+31613F-HRTimelineGroup
CHOREO, LLC30,155$3.54M0.05%-58713F-HRTimeline
HM PAYSON & CO30,148$3.54M0.06%-74313F-HRTimeline
Prospera Financial Services Inc30,062$3.53M0.08%+65213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.30,015$3.53M0.38%-28613F-HRTimeline
Widmann Financial Services, Inc.29,906$3.51M2.73%+88413F-HRTimeline
Hofer & Associates. Inc29,841$3.51M2.38%+46513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC29,595$3.48M1.16%-26413F-HR/ATimeline
Mathes Company, Inc.28,603$3.36M1.37%-1,50013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP28,514$3.35M0.02%+56313F-HRTimelineGroup
Legacies Wealth LLC28,514$3.35M2.48%-21813F-HRTimeline
COUNTRY CLUB BANK28,421$3.34M0.23%+19813F-HRTimeline
ARK & TLK INVESTMENTS, LLC28,196$3.31M1.17%013F-HRTimeline
Financial Engines Advisors L.L.C.27,868$3.27M0.01%-1,40013F-HRTimeline
Robertson Stephens Wealth Management, L…27,858$3.27M0.12%-12413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding27,377$3.22M+383Timeline
JPL Wealth Management, LLC27,229$3.2M0.91%+1,07213F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.27,168$3.19M<0.01%-86,99913F-HRTimelineGroup
Element Wealth, LLC27,012$3.17M1.7%-60913F-HRTimeline
USAdvisors Wealth Management, LLC27,012$3.17M1.11%+16,32813F-HRTimeline
WESBANCO BANK INC26,995$3.17M0.11%+16113F-HRTimeline
Total Clarity Wealth Management, Inc.25,013$3.17M1.04%013F-HRTimeline
Mutual Advisors, LLC26,283$3.16M0.09%-17,58113F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…26,836$3.15M0.61%-1,59913F-HR/ATimelineGroup
Eagle Strategies LLC26,514$3.12M0.54%-46613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.26,324$3.09M<0.01%new13F-HRTimelineGroup
Kingdom Financial Group LLC.26,150$3.07M2.25%-3,09813F-HRTimeline
Tennessee Valley Asset Management Partn…25,981$3.05M0.5%+2,65013F-HRTimeline
Avior Wealth Management, LLC25,879$3.03M0.11%-85413F-HRTimeline
Processus Wealth & Capital Management, …25,396$2.98M2.54%+51713F-HRTimeline
BECKER CAPITAL MANAGEMENT INC25,200$2.96M0.1%+113F-HRTimeline
MSH Capital Advisors LLC25,031$2.94M0.91%-65513F-HRTimeline
ELLERSON GROUP INC /ADV24,294$2.85M2.27%-2,68413F-HRTimeline
Y-Intercept (Hong Kong) Ltd24,269$2.85M0.19%-83513F-HRTimeline
Glenview Trust Co23,844$2.8M0.05%-1,20313F-HR/ATimeline
Intrepid Financial Planning Group LLC23,530$2.76M1.28%-47413F-HRTimeline
Integrated Wealth Concepts LLC23,523$2.76M0.03%-1,39413F-HRTimeline
PINNACLE ASSOCIATES LTD23,498$2.76M0.04%+19513F-HRTimeline
Intergy Private Wealth, LLC23,414$2.75M1.05%-25413F-HRTimeline
Certified Advisory Corp23,102$2.71M0.31%+6,05813F-HRTimeline
Rathbones Group PLC22,907$2.69M0.01%-45313F-HRTimeline
Atria Wealth Solutions, Inc.22,801$2.68M0.03%-90713F-HRTimeline
Arkadios Wealth Advisors22,678$2.66M0.1%+2,87613F-HRTimeline
LOWERY THOMAS, LLC22,622$2.66M1.82%-15613F-HRTimeline
LifeWealth Investments, LLC22,432$2.64M1.27%+8,95613F-HR/ATimeline
Beacon Pointe Advisors, LLC22,324$2.62M0.03%-1,49513F-HRTimeline
Olistico Wealth, LLC22,225$2.61M1.61%-55113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA22,216$2.61M0.01%+1,69913F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC22,067$2.59M0.16%+19,01013F-HRTimeline
Veridan Wealth LLC21,998$2.58M1.17%+1,96213F-HRTimeline
Capital Investment Counsel, LLC21,954$2.58M0.43%-49113F-HRTimeline
BEAM WEALTH ADVISORS, INC.21,939$2.58M0.87%-77613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,301$2.5M0.16%-1,28413F-HRTimelineGroup
Midwest Professional Planners, LTD.21,245$2.5M0.78%new13F-HRTimeline
Simplicity Wealth,LLC20,763$2.44M0.19%+17,69713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…20,733$2.44M0.02%-67113F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC20,576$2.42M1.09%-4,51313F-HRTimeline
Merit Financial Group, LLC20,423$2.4M0.04%-35813F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska20,284$2.38M0.36%new13F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC20,279$2.38M0.03%-1713F-HRTimeline
Biondo Investment Advisors, LLC20,026$2.35M0.33%-1,59813F-HRTimeline
Ballew Advisors, Inc20,846$2.35M1.57%+66413F-HRTimeline
Auour Investments LLC19,162$2.32M0.84%-15,15913F-HRTimeline
MCF Advisors LLC19,697$2.31M0.17%-1,09213F-HRTimeline
Bleakley Financial Group, LLC19,596$2.3M0.07%-5,28813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO19,500$2.29M0.02%+5,04013F-HRTimelineGroup
GENEVA CAPITAL MANAGEMENT LLC19,376$2.28M0.04%-2,46713F-HRTimeline
First National Trust Co18,954$2.23M0.09%-8,19313F-HRTimeline
Naviter Wealth, LLC18,819$2.21M0.27%013F-HRTimeline
Summit Financial, LLC18,728$2.2M0.06%-2,01713F-HRTimeline
Broadleaf Partners, LLC18,670$2.19M0.57%-1,27813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC18,644$2.19M0.2%+3,47913F-HR/ATimeline
Advisory Services Network, LLC18,618$2.19M0.04%+2,77613F-HRTimeline
Sierra Capital LLC18,591$2.18M0.26%+213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC18,457$2.17M0.21%013F-HRTimeline
AdvisorNet Financial, Inc18,046$2.12M0.16%-31513F-HRTimeline
Cubist Systematic Strategies, LLC18,005$2.12M0.03%+4,06413F-HRTimeline
Nvest Financial, LLC17,905$2.1M1.13%-29613F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.17,881$2.1M1.65%+3,84913F-HRTimeline
BRIGHTON JONES LLC17,704$2.08M0.07%-1,58013F-HRTimeline
AMARILLO NATIONAL BANK17,370$2.04M0.4%013F-HRTimeline
Cooper Financial Group17,253$2.03M0.27%+14,44213F-HRTimeline
Nadler Financial Group, Inc.17,030$2M0.22%+40513F-HRTimeline
Sequoia Financial Advisors, LLC16,938$1.99M0.02%+53513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC16,922$1.99M0.07%-41913F-HRTimelineGroup
INSIGHT 2811, INC.16,673$1.96M0.99%-83713F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC16,516$1.94M0.01%013F-HRTimeline
Dentgroup LLC16,516$1.94M1.45%-2,35013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV16,466$1.93M0.55%+10013F-HRTimeline
Horst & Graben Wealth Management LLC16,435$1.93M0.35%-23413F-HRTimeline
Claro Advisors Inc.16,199$1.9M0.25%-43413F-HRTimeline
Post Resch Tallon Group Inc.16,204$1.9M1.94%+1,51013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC16,180$1.9M<0.01%-254,14013F-HR/ATimelineGroup
IEQ CAPITAL, LLC16,074$1.89M0.02%+9,95213F-HRTimeline
CASTLEARK MANAGEMENT LLC16,000$1.88M0.07%013F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.16,000$1.88M0.48%new13F-HR/ATimeline
Kingsview Wealth Management, LLC15,997$1.88M0.04%-29,94013F-HRTimeline
SAGE FINANCIAL GROUP INC15,935$1.87M0.15%-32413F-HRTimeline
MWA Asset Management15,924$1.87M1.3%+36813F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC15,824$1.86M0.14%013F-HRTimeline
Global Strategic Investment Solutions, …15,672$1.84M0.21%-413F-HRTimeline
Wealthfront Advisers LLC15,609$1.83M<0.01%+77313F-HRTimeline
ALLIANCEBERNSTEIN L.P.15,550$1.83M<0.01%+1,18913F-HRTimeline
Commonwealth Financial Services, LLC15,360$1.8M0.37%-1,40013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS15,290$1.8M0.73%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,178$1.78M0.1%-78513F-HRTimelineGroup
Sandy Spring Bank15,058$1.77M0.07%-45513F-HRTimeline
Shakespeare Wealth Management, LLC15,000$1.76M0.47%-11113F-HRTimeline
Strive Asset Management, LLC14,934$1.75M1.22%-2,70913F-HR/ATimeline
Pointe Capital Management LLC14,920$1.75M1.03%+74713F-HRTimeline
Graypoint LLC14,806$1.74M0.11%013F-HRTimeline
Cordatus Wealth Management LLC14,746$1.73M0.48%-11013F-HRTimeline
EQUITABLE TRUST CO14,732$1.73M0.1%+2,55813F-HRTimeline
Valeo Financial Advisors, LLC14,597$1.72M0.05%+40713F-HRTimeline
Dominguez Wealth Management Solutions, …14,591$1.71M1.26%+40513F-HRTimeline
Pilgrim Partners Asia Pte Ltd14,585$1.71M1.62%+4,70013F-HRTimeline
Allegheny Financial Group14,579$1.71M0.44%-78513F-HRTimeline
IFC Advisors LLC14,308$1.68M0.35%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding13,705$1.68M+3,930Timeline
Rehmann Capital Advisory Group14,157$1.66M0.1%-36513F-HRTimeline
Advisors Capital Management, LLC14,063$1.65M0.03%+52413F-HRTimeline
Western Wealth Management, LLC14,000$1.64M0.11%-44713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,900$1.63M0.06%+33613F-HRTimeline
TRUST POINT INC.13,889$1.63M0.15%013F-HRTimeline
Stonebridge Capital Advisors LLC13,877$1.63M0.13%-5,10813F-HRTimeline
Strategic Advocates LLC13,745$1.61M0.56%-43813F-HRTimeline
EWG Elevate Inc.13,713$1.61M0.61%+1,16413F-HRTimeline
Advisor Resource Council16,722$1.6M0.13%new13F-HRTimeline
Tradition Wealth Management, LLC13,498$1.59M0.14%013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…13,478$1.58M1.31%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…13,429$1.58M0.43%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co13,400$1.57M0.05%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA13,286$1.56M0.11%013F-HRTimelineGroup
1ST SOURCE BANK13,252$1.56M0.09%+88313F-HRTimeline
Chicago Partners Investment Group LLC12,371$1.54M0.05%+1,78213F-HRTimeline
D.A. DAVIDSON & CO.13,019$1.53M0.01%-92513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.12,946$1.52M0.14%013F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.12,911$1.52M0.71%-66213F-HRTimeline
Cordgrass Capital Advisors, LLC12,910$1.52M0.43%013F-HRTimeline
Thomasville National Bank12,899$1.52M0.11%-49513F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding13,189$1.5M+2,622Timeline
Perennial Investment Advisors, LLC12,704$1.49M0.17%-8213F-HRTimeline
IHT Wealth Management, LLC12,699$1.49M0.05%+29913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC12,672$1.49M0.09%013F-HRTimeline
Financial Freedom, LLC12,521$1.47M0.84%+713F-HRTimeline
Wilmington Savings Fund Society, FSB12,447$1.46M0.03%-6013F-HRTimeline
Glass Jacobson Investment Advisors llc11,493$1.46M0.48%013F-HRTimeline
NWAM LLC12,342$1.45M0.12%-9,25613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO12,337$1.45M0.35%-18713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC12,314$1.45M0.42%-2,51613F-HRTimeline
ASPIRIANT, LLC12,313$1.45M0.05%013F-HRTimeline
Virtue Capital Management, LLC12,213$1.43M0.17%+88513F-HRTimeline
Focus Financial Network, Inc.12,177$1.43M0.06%+9,18213F-HRTimeline
Procyon Advisors, LLC12,165$1.43M0.09%new13F-HRTimeline
PRIVATE TRUST CO NA12,064$1.42M0.15%+21313F-HRTimeline
Washington Trust Bank12,026$1.41M0.14%+6,35613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Spire Wealth Managementin group Spire Wealth Management12,026$1.41M0.05%+50113F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC12,012$1.41M0.03%013F-HRTimelineGroup
Golden State Wealth Management, LLC11,992$1.41M0.21%-17613F-HR/ATimeline
WILLNER & HELLER, LLC11,872$1.39M1.29%+50513F-HRTimeline
Prime Capital Investment Advisors, LLC11,837$1.39M0.02%+64213F-HRTimeline
Lion Street Advisors, LLC11,836$1.39M0.44%-6313F-HRTimeline
TSFG, LLC11,788$1.39M0.28%-25013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,764$1.38M0.02%-2,14413F-HRTimelineGroup
Venture Visionary Partners LLC11,753$1.38M0.06%+6413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,730$1.38M0.03%+5,32113F-HRTimelineGroup
Consolidated Investment Group LLC11,700$1.37M0.21%new13F-HRTimeline
Greenline Partners, LLC24,974$1.37M0.21%+24,90413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,671$1.37M0.08%+99513F-HR/ATimelineGroup
Clearstead Trust, LLC11,312$1.33M0.3%013F-HRTimeline