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Disclosery

IWP ISHARES TR

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ETF (fund)

1,153 managers (1,166 13F filers) reported a position in IWP shares at 2025-09-30, 112,337,872 shares in all. 61 filers opened a position and 58 filers sold out during the quarter.

Managers
1,153
13F filers
1,166
New
61
Added
358
Reduced
370
Sold out
58
Shares held by filers
112,337,872

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Councilor Wealth, LLC36,701$5.23M2.42%-2,93413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…36,506$5.2M0.1%-38713F-HRTimelineGroup
Weinberger Asset Management, Inc36,082$5.14M1.86%+2,33013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC35,332$5.03M0.11%-1,41013F-HRTimeline
Beacon Bank & Trust35,247$5.02M1.08%-1,01813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC35,187$5.01M0.3%+12,68713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC35,071$4.99M0.39%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC34,944$4.98M0.03%-8513F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.34,942$4.98M0.11%-1,15413F-HRTimeline
Burns Matteson Capital Management, LLC34,828$4.96M2.08%-37813F-HRTimeline
SOA Wealth Advisors, LLC.34,528$4.92M0.84%+1,65413F-HRTimeline
Beacon Pointe Advisors, LLC34,433$4.9M0.04%+4,63213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC34,417$4.9M0.41%+5513F-HRTimeline
EQUITABLE TRUST CO34,347$4.89M0.22%+13,58313F-HRTimeline
COURIER CAPITAL LLC33,614$4.79M0.27%-4613F-HRTimeline
Atlas Brown,Inc.33,456$4.76M1.41%-25213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC33,190$4.73M<0.01%-8,87913F-HRTimelineGroup
IHT Wealth Management, LLC33,134$4.72M0.12%+9,26713F-HRTimeline
Cresset Asset Management, LLC32,662$4.65M0.02%+513F-HR/ATimeline
Summit Financial, LLC32,476$4.62M0.07%+7,78513F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/32,086$4.57M<0.01%013F-HRTimeline
HMS Capital Management, LLC32,028$4.56M1.92%+27113F-HRTimeline
Widmann Financial Services, Inc.31,916$4.55M2.86%+76813F-HRTimeline
LWM ADVISORS INC31,898$4.54M4.08%-37413F-HRTimeline
Processus Wealth & Capital Management, …31,460$4.48M3.21%+6,29113F-HRTimeline
Vision Capital Management, Inc.30,767$4.38M0.54%013F-HRTimeline
Eukles Asset Management30,663$4.37M1.7%-12713F-HRTimeline
Kingsview Wealth Management, LLC30,646$4.36M0.07%+15,07013F-HRTimeline
Hofer & Associates. Inc30,350$4.32M2.47%+16513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding30,154$4.29M+1,305Timeline
Arcadia Wealth Management, LLC30,127$4.29M1.7%-2,95813F-HRTimeline
McKinley Carter Wealth Services, Inc.30,010$4.27M0.22%-2,22113F-HRTimeline
USAdvisors Wealth Management, LLC29,970$4.27M1.47%+1,78013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…29,693$4.23M0.14%+25,86913F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.29,506$4.2M0.4%-3513F-HRTimeline
Financial Engines Advisors L.L.C.29,275$4.17M0.01%-45213F-HRTimeline
Quantinno Capital Management LP29,244$4.16M0.01%+6,77213F-HRTimeline
Prospera Financial Services Inc28,796$4.1M0.07%-57513F-HRTimeline
B. Riley Wealth Advisors, Inc.28,757$4.1M0.2%-4,17613F-HRTimeline
Mathes Company, Inc.28,603$4.07M1.46%013F-HRTimeline
Certified Advisory Corp28,545$4.07M0.39%+1,65813F-HRTimeline
HM PAYSON & CO28,515$4.06M0.06%-26113F-HRTimeline
ARK & TLK INVESTMENTS, LLC28,196$4.02M1.27%013F-HRTimeline
COUNTRY CLUB BANK28,046$4.01M0.24%-37513F-HRTimeline
INNEALTA CAPITAL, LLC27,823$3.96M1.98%+12,38213F-HRTimeline
IMS Capital Management27,675$3.94M1.82%-4,90713F-HRTimeline
Robertson Stephens Wealth Management, L…27,493$3.92M0.12%013F-HRTimeline
JPL Wealth Management, LLC27,424$3.91M0.93%-47613F-HRTimeline
Ashton Thomas Private Wealth, LLC27,158$3.87M0.1%+13,06013F-HRTimeline
Tennessee Valley Asset Management Partn…27,154$3.87M0.52%new13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC26,272$3.74M<0.01%+22813F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…26,171$3.73M0.58%013F-HRTimelineGroup
WESBANCO BANK INC26,143$3.72M0.1%+2013F-HRTimeline
Avior Wealth Management, LLC25,906$3.68M0.12%+35413F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…25,574$3.64M1.24%+4,65413F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC25,201$3.59M0.1%+113F-HRTimeline
CHOREO, LLC25,121$3.58M0.05%-48713F-HRTimeline
Eagle Strategies LLC25,043$3.57M0.48%-39713F-HRTimeline
SAXON INTERESTS, INC.24,783$3.54M1.39%+19,49113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…24,844$3.54M0.03%-36413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.24,747$3.52M<0.01%-2,44413F-HRTimelineGroup
Intergy Private Wealth, LLC24,658$3.51M1.1%+1,05213F-HRTimeline
Franklin Resourcesgroup of 2 filers holding24,568$3.5M+9,013Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC24,014$3.42M0.21%+1,74713F-HRTimeline
Glenview Trust Co23,819$3.39M0.05%013F-HRTimeline
Intrepid Financial Planning Group LLC23,810$3.39M1.29%+40013F-HRTimeline
Element Wealth, LLC23,686$3.37M1.47%-1,95913F-HRTimeline
MSH Capital Advisors LLC23,314$3.32M0.89%013F-HRTimeline
PINNACLE ASSOCIATES LTD22,748$3.24M0.04%013F-HRTimeline
BEAM WEALTH ADVISORS, INC.22,705$3.23M0.88%-13713F-HRTimeline
Glenmede Investment Management, LP22,551$3.21M0.02%-69713F-HRTimeline
Arkadios Wealth Advisors22,501$3.2M0.08%+40913F-HRTimeline
Midwest Professional Planners, LTD.22,412$3.19M0.78%-32413F-HRTimeline
RWA WEALTH PARTNERS, LLC22,242$3.17M0.04%+2,07713F-HRTimeline
Capital Investment Counsel, LLC22,127$3.15M0.46%+1,03913F-HRTimeline
Bleakley Financial Group, LLC21,666$3.09M0.07%-1,00513F-HRTimeline
LOWERY THOMAS, LLC21,576$3.07M1.77%-18313F-HRTimeline
Ballew Advisors, Inc21,428$3.05M1.7%+19413F-HRTimeline
ELLERSON GROUP INC /ADV21,406$3.05M1.9%013F-HRTimeline
Biondo Investment Advisors, LLC21,117$3.01M0.38%+72513F-HRTimeline
Rathbones Group PLC21,113$3.01M0.01%+2313F-HRTimeline
Veridan Wealth LLC21,090$3M1.03%13F-HRTimeline
Mutual Advisors, LLC20,474$2.93M0.06%-89713F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska20,458$2.91M0.35%-1,50613F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC20,282$2.89M1.09%+14313F-HRTimeline
Integrated Wealth Concepts LLC20,064$2.86M0.03%+8,34113F-HRTimeline
Advisory Services Network, LLC20,059$2.86M0.04%-47913F-HRTimeline
Sequoia Financial Advisors, LLC19,812$2.82M0.02%+2,91613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management19,770$2.82M0.03%+2,67213F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…19,711$2.81M0.47%+1,19913F-HRTimelineGroup
MCF Advisors LLC19,654$2.8M0.17%-4213F-HRTimeline
Focus Financial Network, Inc.19,575$2.79M0.1%-7,29113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp19,550$2.78M0.05%+18913F-HRTimelineGroup
New Age Alpha Advisors, LLC19,313$2.75M0.12%+1,55513F-HRTimeline
Geneos Wealth Management Inc.19,228$2.74M0.07%+1,41013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.18,897$2.69M1.7%+713F-HRTimeline
NWAM LLC18,864$2.69M0.15%-33013F-HR/ATimeline
Naviter Wealth, LLC18,819$2.68M0.31%013F-HRTimeline
Pointe Capital Management LLC18,538$2.64M1.29%+2,14613F-HRTimeline
Broadleaf Partners, LLC18,404$2.62M0.55%-1,11813F-HRTimeline
Sierra Capital LLC18,142$2.58M0.28%+213F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.18,000$2.56M0.45%013F-HR/ATimeline
ALLIANCEBERNSTEIN L.P.17,675$2.52M<0.01%+12813F-HRTimeline
Total Clarity Wealth Management, Inc.17,619$2.51M0.67%-58513F-HRTimeline
Nadler Financial Group, Inc.17,385$2.48M0.24%-40513F-HRTimeline
AMARILLO NATIONAL BANK17,370$2.47M0.43%013F-HRTimeline
BRIGHTON JONES LLC17,351$2.47M0.06%-71013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC17,276$2.46M<0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.17,218$2.45M0.12%+59613F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV17,052$2.43M0.55%+82613F-HRTimeline
Farther Finance Advisors, LLC16,934$2.41M0.04%+14,24513F-HRTimeline
INSIGHT 2811, INC.16,776$2.39M1.06%-713F-HRTimeline
Auour Investments LLC16,743$2.38M0.78%+30913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,710$2.38M0.01%+1013F-HRTimelineGroup
Post Resch Tallon Group Inc.16,575$2.36M2.09%+36513F-HRTimeline
Dominguez Wealth Management Solutions, …16,534$2.35M1.49%+1,01013F-HRTimeline
PRIVATE TRUST CO NA16,532$2.35M0.21%-37013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC16,516$2.35M0.02%013F-HRTimeline
Global Retirement Partners, LLC16,515$2.35M0.05%+53913F-HRTimeline
Shakespeare Wealth Management, LLC16,416$2.34M0.53%-24313F-HRTimeline
Allegheny Financial Group16,298$2.32M0.43%+1,55013F-HRTimeline
Horst & Graben Wealth Management LLC16,200$2.31M0.35%-11913F-HRTimeline
Washington Trust Bank16,013$2.28M0.17%+4,55713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CASTLEARK MANAGEMENT LLC16,000$2.28M0.06%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC15,824$2.25M0.16%013F-HRTimeline
Parallel Advisors, LLC15,768$2.25M0.04%+4,73213F-HRTimeline
Cooper Financial Group15,565$2.22M0.25%-35713F-HRTimeline
Claro Advisors Inc.15,532$2.21M0.32%+1,17713F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS15,290$2.18M0.68%013F-HRTimeline
MWA Asset Management15,040$2.14M1.18%-23313F-HRTimeline
Global Strategic Investment Solutions, …14,941$2.13M0.21%-70513F-HRTimeline
American Trust14,812$2.11M0.18%-3,87813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…14,715$2.1M0.05%+1,08613F-HRTimelineGroup
Valeo Financial Advisors, LLC14,686$2.09M0.05%-17513F-HRTimeline
Moran Wealth Management, LLC14,625$2.08M0.06%new13F-HRTimeline
Dentgroup LLC14,612$2.08M1.35%-86613F-HRTimeline
Pilgrim Partners Asia Pte Ltd14,585$2.08M0.93%13F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC14,459$2.06M0.04%+2,58613F-HRTimeline
Procyon Advisors, LLC14,422$2.05M0.12%+89213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,387$2.05M0.05%-35213F-HRTimeline
Wealthfront Advisers LLC14,372$2.05M<0.01%+18113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC14,357$2.04M0.58%-13,00313F-HR/ATimeline
LifeWealth Investments, LLC14,212$2.02M0.67%-10,92613F-HR/ATimeline
IFC Advisors LLC14,171$2.02M0.37%-13713F-HRTimeline
Cordatus Wealth Management LLC14,152$2.02M0.48%-61313F-HRTimeline
1ST SOURCE BANK14,110$2.01M0.11%+44813F-HRTimeline
Rehmann Capital Advisory Group14,092$2.01M0.11%-41213F-HRTimeline
IEQ CAPITAL, LLC13,971$1.99M0.01%+33613F-HRTimeline
Western Wealth Management, LLC13,772$1.96M0.1%-23113F-HRTimeline
American Wealth Advisors, LLC13,718$1.95M1.93%13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT13,656$1.94M0.03%-97113F-HRTimeline
Strategic Advocates LLC13,654$1.94M0.51%013F-HRTimeline
Tradition Wealth Management, LLC13,498$1.92M0.14%013F-HRTimeline
Composition Wealth, LLC13,483$1.92M0.03%+3313F-HRTimeline
TBH Global Asset Management, LLC13,425$1.91M0.37%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co13,400$1.91M0.05%013F-HRTimeline
TRUST POINT INC.13,399$1.91M0.15%-49013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…13,327$1.9M1.61%-60313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…13,316$1.9M0.54%+1,52813F-HRTimeline
Simplicity Wealth,LLC13,196$1.88M0.11%-26,52213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC13,157$1.87M0.57%+9,99213F-HRTimelineGroup
Atria Investments, Inc13,143$1.87M0.02%+6,78013F-HRTimeline
Merit Financial Group, LLC13,073$1.86M0.02%-34313F-HR/ATimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA13,011$1.85M0.12%-27513F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.12,946$1.84M0.13%013F-HRTimelineGroup
Cordgrass Capital Advisors, LLC12,910$1.84M0.45%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,885$1.83M0.06%+1,37313F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC12,868$1.83M0.04%+1,01113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,814$1.82M0.12%+5,70813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,634$1.8M0.03%+1,05113F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.12,628$1.8M0.08%+35813F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC12,562$1.79M0.09%-11013F-HRTimeline
Nvest Financial, LLC12,546$1.79M1.03%-57913F-HRTimeline
Financial Freedom, LLC12,535$1.79M0.89%+413F-HRTimeline
Chicago Partners Investment Group LLC12,367$1.78M0.05%-2013F-HRTimeline
Friday Financial12,427$1.77M0.74%+2,80513F-HRTimeline
SAGE FINANCIAL GROUP INC12,420$1.77M0.12%013F-HRTimeline
Clarion Wealth Managment Partners, LLC12,385$1.76M1.74%-41413F-HRTimeline
ASPIRIANT, LLC12,301$1.75M0.05%-12,36513F-HRTimeline
Capital Squared Financial LLC12,250$1.74M1.51%+2,89213F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding12,159$1.73M+1Timeline
D.A. DAVIDSON & CO.12,126$1.73M0.01%-5113F-HRTimeline
LWM Advisory Services, LLC12,011$1.71M1%new13F-HRTimeline
Perennial Investment Advisors, LLC11,998$1.71M0.14%-47513F-HRTimeline
Golden State Wealth Management, LLC11,938$1.7M0.19%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,837$1.69M<0.01%-65,21913F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.11,737$1.67M0.5%-11413F-HRTimeline
Consolidated Investment Group LLC11,700$1.67M0.2%013F-HRTimeline
Venture Visionary Partners LLC11,655$1.66M0.06%+113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co11,608$1.65M0.02%013F-HRTimelineGroup
WILLNER & HELLER, LLC11,520$1.64M1.26%+42513F-HRTimeline
Thomasville National Bank11,495$1.64M0.1%-26013F-HRTimeline
SAX WEALTH ADVISORS, LLC11,450$1.63M0.09%+6813F-HRTimeline
Clearstead Trust, LLC11,329$1.61M0.28%013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.11,140$1.59M1.42%-25513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…11,080$1.58M0.28%-1,77013F-HRTimeline
Lion Street Advisors, LLC13,140$1.58M0.55%+1,76713F-HRTimeline
Prime Capital Investment Advisors, LLC11,035$1.57M0.02%-10513F-HRTimeline
Glass Jacobson Investment Advisors llc10,984$1.56M0.57%-113F-HRTimeline
ROVIN CAPITAL /UT/ /ADV10,982$1.56M0.43%+1,17813F-HR/ATimeline