Skip to content
Disclosery

IWP ISHARES TR

Follow

ETF (fund)

1,154 managers (1,169 13F filers) reported a position in IWP shares at 2025-06-30, 102,862,628 shares in all. 123 filers opened a position and 47 filers sold out during the quarter.

Managers
1,154
13F filers
1,169
New
123
Added
334
Reduced
375
Sold out
47
Shares held by filers
102,862,628

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…37,992$5.27M0.01%-11,99013F-HRTimeline
Saiph Capital, LLC37,648$5.22M2.03%+2,61013F-HRTimeline
Meridian Wealth Management, LLC37,345$5.18M0.22%+4,26613F-HRTimeline
ACIMA PRIVATE WEALTH, LLC37,139$5.15M1.76%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…36,893$5.12M0.11%-3113F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC36,826$5.11M0.08%-14513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC36,742$5.1M0.13%-5,57513F-HRTimeline
Beacon Bank & Trust36,265$5.03M1.15%-1,19813F-HRTimeline
HARBOUR INVESTMENTS, INC.36,096$5.01M0.13%+1,24613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.35,788$4.96M0.22%+2,62213F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC35,071$4.95M0.45%+35213F-HRTimeline
Burns Matteson Capital Management, LLC35,206$4.88M2.36%-8,44213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC35,029$4.86M0.03%-47113F-HR/ATimelineGroup
Sigma Planning Corp34,878$4.84M0.15%+59413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC34,362$4.77M0.42%+15,90513F-HRTimeline
Weinberger Asset Management, Inc33,752$4.68M1.81%+73913F-HRTimeline
Atlas Brown,Inc.33,708$4.67M1.5%-4613F-HRTimeline
COURIER CAPITAL LLC33,660$4.67M0.28%-19413F-HRTimeline
Arcadia Wealth Management, LLC33,085$4.59M2.01%-61713F-HRTimeline
B. Riley Wealth Advisors, Inc.32,933$4.57M0.22%-15,96913F-HRTimeline
SOA Wealth Advisors, LLC.32,874$4.56M0.86%+31,46613F-HRTimeline
Cresset Asset Management, LLC32,657$4.53M0.02%-11,07113F-HR/ATimeline
IMS Capital Management32,582$4.52M2.11%-13113F-HRTimeline
TradeLink Capital LLC32,400$4.49M15.91%new13F-HRTimeline
LWM ADVISORS INC32,272$4.48M4.3%-7613F-HRTimeline
McKinley Carter Wealth Services, Inc.32,231$4.47M0.25%-86713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/32,086$4.45M<0.01%013F-HRTimeline
HMS Capital Management, LLC31,757$4.4M1.99%-10,70313F-HRTimeline
TUDOR INVESTMENT CORP ET AL31,526$4.37M0.03%+22,18313F-HRTimeline
Widmann Financial Services, Inc.31,148$4.32M3.01%+1,24213F-HRTimeline
Eukles Asset Management30,790$4.27M1.75%-29313F-HRTimeline
Vision Capital Management, Inc.30,767$4.27M0.56%013F-HRTimeline
Hofer & Associates. Inc30,185$4.19M2.61%+34413F-HRTimeline
Beacon Pointe Advisors, LLC29,801$4.13M0.04%+7,47713F-HRTimeline
Financial Engines Advisors L.L.C.29,727$4.12M0.01%+1,85913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.29,541$4.1M0.42%-47413F-HRTimeline
Prospera Financial Services Inc29,371$4.07M0.08%-69113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding28,849$4M+1,472Timeline
HM PAYSON & CO28,776$3.99M0.06%-1,37213F-HRTimeline
Mathes Company, Inc.28,603$3.97M1.47%013F-HRTimeline
Legacies Wealth LLC28,369$3.93M2.61%-14513F-HRTimeline
Transcendent Capital Group LLC28,303$3.93M2.02%new13F-HRTimeline
ARK & TLK INVESTMENTS, LLC28,196$3.91M1.25%013F-HRTimeline
USAdvisors Wealth Management, LLC28,190$3.91M1.45%+1,17813F-HRTimeline
COUNTRY CLUB BANK28,421$3.91M0.25%013F-HRTimeline
JPL Wealth Management, LLC27,900$3.87M1.04%+67113F-HRTimeline
Robertson Stephens Wealth Management, L…27,493$3.81M0.13%-36513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC27,360$3.79M1.17%-2,23513F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.27,191$3.77M<0.01%+2313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…26,916$3.73M0.01%-17,57913F-HR/ATimelineGroup
Certified Advisory Corp26,887$3.73M0.39%+3,78513F-HRTimeline
Focus Financial Network, Inc.26,866$3.73M0.15%+14,68913F-HRTimeline
Advisors Capital Management, LLC26,357$3.66M0.05%+12,29413F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…26,171$3.63M0.62%-66513F-HR/ATimelineGroup
WESBANCO BANK INC26,123$3.62M0.11%-87213F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC26,044$3.61M<0.01%-4,43113F-HRTimelineGroup
Element Wealth, LLC25,645$3.56M1.64%-1,36713F-HRTimeline
CHOREO, LLC25,608$3.55M0.05%-4,54713F-HRTimeline
Avior Wealth Management, LLC25,552$3.53M0.12%-32713F-HRTimeline
Eagle Strategies LLC25,440$3.53M0.54%-1,07413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…25,208$3.5M0.03%+4,47513F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC25,200$3.49M0.11%013F-HRTimeline
Processus Wealth & Capital Management, …25,169$3.49M2.76%-22713F-HRTimeline
LifeWealth Investments, LLC25,138$3.49M1.27%+2,70613F-HR/ATimeline
Summit Financial, LLC24,691$3.42M0.08%+5,96313F-HRTimeline
ASPIRIANT, LLC24,666$3.42M0.11%+12,35313F-HRTimeline
IHT Wealth Management, LLC23,867$3.31M0.09%+11,16813F-HRTimeline
Glenview Trust Co23,819$3.3M0.06%-2513F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO23,614$3.27M0.82%13F-HRTimeline
Intergy Private Wealth, LLC23,606$3.27M1.12%+19213F-HRTimeline
First National Trust Co23,563$3.27M0.12%+4,60913F-HRTimeline
Intrepid Financial Planning Group LLC23,410$3.25M1.36%-12013F-HRTimeline
MSH Capital Advisors LLC23,314$3.23M0.93%-1,71713F-HRTimeline
Glenmede Investment Management, LP23,248$3.22M0.02%13F-HRTimeline
BEAM WEALTH ADVISORS, INC.22,842$3.17M0.94%+90313F-HRTimeline
PINNACLE ASSOCIATES LTD22,748$3.15M0.05%-75013F-HRTimeline
Midwest Professional Planners, LTD.22,736$3.15M0.83%+1,49113F-HRTimeline
Bleakley Financial Group, LLC22,671$3.14M0.08%+3,07513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC22,500$3.12M0.25%+3,85613F-HRTimeline
Quantinno Capital Management LP22,472$3.12M0.01%+19,16813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC22,267$3.09M0.22%+20013F-HRTimeline
Arkadios Wealth Advisors22,092$3.06M0.09%-58613F-HRTimeline
Mutual Advisors, LLC21,371$3.04M0.08%-4,91213F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska21,964$3.02M0.41%+1,68013F-HRTimelineGroup
LOWERY THOMAS, LLC21,759$3.02M1.93%-86313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,460$2.98M<0.01%-59,11613F-HRTimelineGroup
Ballew Advisors, Inc21,234$2.97M1.76%+38813F-HRTimeline
ELLERSON GROUP INC /ADV21,406$2.97M2.09%-2,88813F-HR/ATimeline
Rathbones Group PLC21,090$2.92M0.01%-1,81713F-HRTimeline
Capital Investment Counsel, LLC21,088$2.92M0.45%-86613F-HRTimeline
Advisory Services Network, LLC20,538$2.9M0.05%+1,92013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…20,920$2.9M1.08%new13F-HRTimelineGroup
EQUITABLE TRUST CO20,764$2.88M0.14%+6,03213F-HRTimeline
Biondo Investment Advisors, LLC20,392$2.83M0.37%+36613F-HRTimeline
RWA WEALTH PARTNERS, LLC20,165$2.8M0.03%-11413F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC20,139$2.79M1.17%-43713F-HRTimeline
Q3 Asset Management19,872$2.75M0.97%new13F-HRTimeline
MCF Advisors LLC19,696$2.73M0.18%-113F-HRTimeline
Broadleaf Partners, LLC19,522$2.71M0.6%+85213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp19,361$2.68M0.06%+13,16513F-HRTimelineGroup
NWAM LLC19,194$2.68M0.16%+6,85213F-HR/ATimeline
PARAGON FINANCIAL PARTNERS, INC.18,890$2.62M1.79%+1,00913F-HRTimeline
Naviter Wealth, LLC18,819$2.61M0.32%013F-HRTimeline
American Trust18,690$2.59M0.24%+10,19713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…18,512$2.57M0.48%+8,73013F-HRTimelineGroup
Total Clarity Wealth Management, Inc.18,204$2.52M0.72%-6,80913F-HRTimeline
Sierra Capital LLC18,140$2.52M0.29%-45113F-HRTimeline
BRIGHTON JONES LLC18,061$2.5M0.07%+35713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.18,050$2.5M<0.01%-8,27413F-HRTimelineGroup
CORSAIR CAPITAL MANAGEMENT, L.P.18,000$2.5M0.48%+2,00013F-HR/ATimeline
Geneos Wealth Management Inc.17,818$2.47M0.06%-15,05513F-HRTimeline
Nadler Financial Group, Inc.17,790$2.47M0.25%+76013F-HRTimeline
New Age Alpha Advisors, LLC17,758$2.46M0.11%+10,19213F-HRTimeline
ALLIANCEBERNSTEIN L.P.17,547$2.43M<0.01%+1,99713F-HRTimeline
AMARILLO NATIONAL BANK17,370$2.41M0.45%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,098$2.37M0.03%+5,33413F-HRTimelineGroup
PRIVATE TRUST CO NA16,902$2.34M0.22%+4,83813F-HRTimeline
Sequoia Financial Advisors, LLC16,896$2.34M0.02%-4213F-HRTimeline
INSIGHT 2811, INC.16,783$2.33M1.1%+11013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,700$2.32M0.01%-2,80013F-HRTimelineGroup
Shakespeare Wealth Management, LLC16,659$2.31M0.62%+1,65913F-HRTimeline
Ausdal Financial Partners, Inc.16,622$2.31M0.15%+14,49213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC16,516$2.29M0.02%013F-HRTimeline
Auour Investments LLC16,434$2.28M0.78%-2,72813F-HRTimeline
Pointe Capital Management LLC16,392$2.27M1.18%+1,47213F-HRTimeline
Horst & Graben Wealth Management LLC16,319$2.26M0.37%-11613F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV16,226$2.25M0.56%-24013F-HRTimeline
Post Resch Tallon Group Inc.16,210$2.25M2.17%+613F-HRTimeline
CASTLEARK MANAGEMENT LLC16,000$2.22M0.07%013F-HRTimeline
Global Retirement Partners, LLC15,976$2.22M0.05%13F-HRTimeline
Commonwealth Financial Services, LLC15,923$2.21M0.43%+56313F-HRTimeline
Cooper Financial Group15,922$2.21M0.26%-1,33113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC15,824$2.19M0.16%013F-HRTimeline
Global Strategic Investment Solutions, …15,646$2.17M0.23%-2613F-HRTimeline
Kingsview Wealth Management, LLC15,576$2.16M0.04%-42113F-HRTimeline
Franklin Resourcesgroup of 2 filers holding15,555$2.16M-37,402Timeline
Dominguez Wealth Management Solutions, …15,524$2.15M1.49%+93313F-HRTimeline
Dentgroup LLC15,478$2.15M1.49%-1,03813F-HRTimeline
INNEALTA CAPITAL, LLC15,441$2.14M1.13%new13F-HRTimeline
FLOW TRADERS U.S. LLC15,361$2.13M0.08%new13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS15,290$2.12M0.78%013F-HRTimeline
MWA Asset Management15,273$2.12M1.3%-65113F-HRTimeline
Valeo Financial Advisors, LLC14,861$2.06M0.05%+26413F-HR/ATimeline
Graypoint LLC14,806$2.05M0.12%013F-HRTimeline
Cordatus Wealth Management LLC14,765$2.05M0.5%+1913F-HRTimeline
Allegheny Financial Group14,748$2.05M0.45%+16913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,739$2.04M0.06%+83913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT14,627$2.03M0.03%+3,38113F-HRTimeline
Rehmann Capital Advisory Group14,504$2.01M0.12%+34713F-HRTimeline
Claro Advisors Inc.14,355$1.99M0.33%-1,84413F-HRTimeline
IFC Advisors LLC14,308$1.98M0.37%013F-HRTimeline
Wealthfront Advisers LLC14,191$1.97M0.01%-1,41813F-HRTimeline
Ashton Thomas Private Wealth, LLC14,098$1.96M0.07%+6,86313F-HRTimeline
Western Wealth Management, LLC14,003$1.94M0.12%+313F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…13,930$1.93M1.78%+45213F-HRTimeline
TRUST POINT INC.13,889$1.93M0.18%013F-HRTimeline
1ST SOURCE BANK13,662$1.89M0.1%+41013F-HRTimeline
Strategic Advocates LLC13,654$1.89M0.56%-9113F-HRTimeline
IEQ CAPITAL, LLC13,635$1.89M0.01%-2,43913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…13,629$1.89M0.05%+5,44913F-HRTimelineGroup
Procyon Advisors, LLC13,530$1.88M0.18%+1,36513F-HRTimeline
Kingdom Financial Group LLC.13,525$1.88M1.64%-12,62513F-HRTimeline
Tradition Wealth Management, LLC13,498$1.87M0.15%013F-HRTimeline
Composition Wealth, LLC13,450$1.87M0.03%+3,65213F-HRTimeline
Merit Financial Group, LLC13,416$1.86M0.02%-7,00713F-HRTimeline
Alesco Advisors, LLC, An ESL Co13,400$1.86M0.05%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA13,286$1.84M0.12%013F-HRTimelineGroup
Nvest Financial, LLC13,125$1.82M0.95%-4,78013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.12,946$1.8M0.15%013F-HRTimelineGroup
Cordgrass Capital Advisors, LLC12,910$1.79M0.48%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…12,850$1.78M0.44%-57913F-HRTimeline
Secure Asset Management, LLC12,828$1.78M0.33%new13F-HRTimeline
Clarion Wealth Managment Partners, LLC12,799$1.78M1.94%13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC12,672$1.76M0.1%013F-HRTimeline
Chicago Partners Investment Group LLC12,387$1.75M0.05%+1613F-HRTimeline
Financial Freedom, LLC12,531$1.74M0.94%+1013F-HRTimeline
Perennial Investment Advisors, LLC12,473$1.73M0.17%-23113F-HRTimeline
Wilmington Savings Fund Society, FSB12,458$1.73M0.03%+1113F-HRTimeline
SAGE FINANCIAL GROUP INC12,420$1.72M0.13%-3,51513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,270$1.7M0.08%+59913F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding12,158$1.69M-1,031Timeline
D.A. DAVIDSON & CO.12,177$1.69M0.01%-84213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,010$1.67M0.03%+28013F-HRTimelineGroup
Golden State Wealth Management, LLC11,938$1.66M0.2%-5413F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC11,873$1.65M0.03%-7,50313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC11,857$1.64M0.05%+1,45213F-HRTimeline
Lifelong Wealth Advisors, Inc.11,851$1.64M0.55%-1,06013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…11,788$1.64M0.51%+6,03513F-HRTimeline
TSFG, LLC11,788$1.64M0.3%013F-HRTimeline
Stonebridge Capital Advisors LLC11,782$1.63M0.12%-2,09513F-HRTimeline
Thomasville National Bank11,755$1.63M0.11%-1,14413F-HRTimeline
Integrated Wealth Concepts LLC11,723$1.63M0.02%-11,80013F-HRTimeline
Consolidated Investment Group LLC11,700$1.62M0.22%013F-HRTimeline
Venture Visionary Partners LLC11,654$1.62M0.06%-9913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co11,608$1.61M0.02%+1,46013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,583$1.61M0.03%+2,30013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC11,571$1.6M0.03%-44113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management11,512$1.6M0.06%-51413F-HRTimelineGroup
Washington Trust Bank11,456$1.59M0.13%-57013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LUTS & GREENLEIGH GROUP, INC.11,395$1.58M1.52%+30813F-HRTimeline