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Disclosery

IWP ISHARES TR

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ETF (fund)

1,223 managers (1,237 13F filers) reported a position in IWP shares at 2025-12-31, 116,864,824 shares in all. 81 filers opened a position and 65 filers sold out during the quarter.

Managers
1,223
13F filers
1,237
New
81
Added
403
Reduced
335
Sold out
65
Shares held by filers
116,864,824

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Sigma Planning Corp40,959$5.62M0.16%+3,85413F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA40,632$5.61M0.17%+27,62113F-HRTimelineGroup
rebel Financial LLC40,831$5.59M2.39%+40,83113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…40,602$5.58M0.01%-3,42513F-HRTimelineGroup
Lee Financial Co40,719$5.58M0.75%-1,64513F-HRTimeline
Meridian Wealth Management, LLC40,270$5.51M0.19%+85513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC40,138$5.5M0.03%+5,19413F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP38,370$5.25M0.03%-11813F-HRTimelineGroup
Merit Financial Group, LLC38,364$5.25M0.04%+25,29113F-HRTimeline
SOA Wealth Advisors, LLC.37,717$5.16M0.87%+3,18913F-HRTimeline
Brady Martz Wealth Solutions, LLC37,700$5.16M0.91%+1613F-HRTimeline
Gladstone Institutional Advisory LLC37,443$5.13M0.19%-14,04813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…37,334$5.11M0.17%+7,64113F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC37,139$5.09M1.58%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC37,118$5.08M0.25%+1,93113F-HRTimeline
HARBOUR INVESTMENTS, INC.36,595$5.01M0.1%+1,65313F-HRTimeline
Saiph Capital, LLC36,573$5.01M1.8%-1,50013F-HRTimeline
Weinberger Asset Management, Inc36,490$5M1.8%+40813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…36,328$4.97M0.1%-17813F-HRTimelineGroup
Advisory Services Network, LLC36,046$4.94M0.07%+15,98713F-HRTimeline
Summit Financial, LLC36,017$4.93M0.07%+3,54113F-HRTimeline
Councilor Wealth, LLC36,016$4.93M2.33%-68513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC35,252$4.83M0.36%+83513F-HRTimeline
EQUITABLE TRUST CO35,092$4.81M0.21%+74513F-HRTimeline
Beacon Pointe Advisors, LLC34,825$4.77M0.03%+39213F-HRTimeline
Burns Matteson Capital Management, LLC34,796$4.77M1.91%-3213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.34,219$4.69M<0.01%+9,47213F-HRTimelineGroup
Beacon Bank & Trust34,195$4.68M0.95%-1,05213F-HRTimeline
Cresset Asset Management, LLC33,803$4.63M0.02%+1,14113F-HRTimeline
Processus Wealth & Capital Management, …33,687$4.61M3.04%+2,22713F-HRTimeline
Widmann Financial Services, Inc.33,396$4.57M2.8%+1,48013F-HRTimeline
Atlas Brown,Inc.33,301$4.56M1.36%-15513F-HRTimeline
COURIER CAPITAL LLC32,936$4.51M0.25%-67813F-HRTimeline
USAdvisors Wealth Management, LLC32,879$4.5M1.48%+2,90913F-HRTimeline
LWM ADVISORS INC32,816$4.49M3.95%+91813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp32,786$4.49M0.08%+13,23613F-HRTimelineGroup
HMS Capital Management, LLC32,665$4.47M1.85%+63713F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding32,339$4.43M+2,185Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …31,872$4.41M0.01%+21,26213F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/32,086$4.39M<0.01%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC31,300$4.29M0.01%+24,30013F-HRTimeline
Hofer & Associates. Inc31,136$4.26M2.26%+78613F-HRTimeline
Kingsview Wealth Management, LLC31,048$4.25M0.06%+40213F-HRTimeline
Vision Capital Management, Inc.30,767$4.21M0.51%013F-HRTimeline
Eukles Asset Management30,368$4.16M1.62%-29513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…30,329$4.15M0.03%+5,48513F-HRTimelineGroup
Arcadia Wealth Management, LLC29,762$4.08M1.52%-36513F-HRTimeline
B. Riley Wealth Advisors, Inc.29,670$4.06M0.19%+91313F-HRTimeline
Certified Advisory Corp29,268$4.01M0.37%+72313F-HRTimeline
Financial Engines Advisors L.L.C.29,080$3.98M0.01%-19513F-HRTimeline
Kelsey Financial, LLC28,770$3.94M3.38%13F-HRTimeline
HM PAYSON & CO28,493$3.9M0.06%-2213F-HRTimeline
DF DENT & CO INC28,433$3.89M0.06%new13F-HRTimeline
Prospera Financial Services Inc28,324$3.88M0.06%-47213F-HRTimeline
ARK & TLK INVESTMENTS, LLC28,196$3.86M1.06%013F-HRTimeline
Arkadios Wealth Advisors28,147$3.85M0.08%+5,64613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.27,536$3.77M0.36%-1,97013F-HRTimeline
Tennessee Valley Asset Management Partn…27,498$3.77M0.49%+34413F-HRTimeline
Robertson Stephens Wealth Management, L…27,252$3.73M0.11%-24113F-HRTimeline
Auour Investments LLC26,878$3.68M1.17%+10,13513F-HRTimeline
Mathes Company, Inc.26,603$3.64M1.3%-2,00013F-HRTimeline
McKinley Carter Wealth Services, Inc.26,441$3.62M0.2%-3,56913F-HRTimeline
WESBANCO BANK INC26,256$3.6M0.1%+11313F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC26,254$3.6M<0.01%-1813F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…26,171$3.58M0.52%013F-HRTimelineGroup
Western Wealth Management, LLC25,449$3.48M0.16%+11,67713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA25,308$3.47M0.02%13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC25,306$3.47M0.08%-1,85213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC25,201$3.45M0.1%013F-HRTimeline
Intergy Private Wealth, LLC25,116$3.44M1.04%+45813F-HRTimeline
Eagle Strategies LLC25,096$3.44M0.44%+5313F-HRTimeline
Atria Investments, Inc25,087$3.44M0.04%+11,94413F-HRTimeline
CHOREO, LLC24,793$3.43M0.04%-32813F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…24,355$3.34M<0.01%new13F-HRTimelineGroup
Stone Wealth Partners24,224$3.32M2.95%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC24,031$3.29M0.19%+1713F-HRTimeline
Avior Wealth Management, LLC24,112$3.29M0.1%-1,79413F-HRTimeline
Glenview Trust Co23,934$3.28M0.05%+11513F-HRTimeline
Intrepid Financial Planning Group LLC23,845$3.27M1.24%+3513F-HRTimeline
Capital Investment Counsel, LLC23,503$3.22M0.45%+1,37613F-HRTimeline
Bleakley Financial Group, LLC23,373$3.2M0.06%+1,70713F-HRTimeline
MSH Capital Advisors LLC23,284$3.19M0.68%-3013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO23,280$3.19M0.42%new13F-HRTimeline
Farther Finance Advisors, LLC23,151$3.17M0.03%+6,21713F-HRTimeline
Global Retirement Partners, LLC22,993$3.15M0.06%+6,47813F-HRTimeline
Element Wealth, LLC22,641$3.1M1.28%-1,04513F-HRTimeline
Mutual Advisors, LLC22,566$3.09M0.07%+2,09213F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding21,951$3.07M+9,792Timeline
PINNACLE ASSOCIATES LTD22,398$3.07M0.04%-35013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC22,372$3.06M0.52%13F-HRTimeline
Ballew Advisors, Inc21,642$3.06M1.72%+21413F-HRTimeline
Kingdom Financial Group LLC.22,307$3.05M0.94%+13,70413F-HRTimeline
Ducere Wealth Management LLC22,246$3.05M1.18%13F-HR/ATimeline
RWA WEALTH PARTNERS, LLC22,126$3.03M0.03%-11613F-HRTimeline
BEAM WEALTH ADVISORS, INC.22,025$3.02M0.83%-68013F-HRTimeline
Biondo Investment Advisors, LLC21,785$2.98M0.36%+66813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,659$2.97M<0.01%+9,82213F-HRTimelineGroup
LOWERY THOMAS, LLC21,526$2.95M1.67%-5013F-HRTimeline
JPL Wealth Management, LLC21,390$2.93M0.71%-6,03413F-HRTimeline
Veridan Wealth LLC21,382$2.93M0.98%+29213F-HRTimeline
Parallel Advisors, LLC20,401$2.79M0.05%+4,63313F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC20,355$2.79M1.03%+7313F-HRTimeline
Pointe Capital Management LLC20,034$2.74M1.36%+1,49613F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska19,850$2.72M0.31%-60813F-HRTimelineGroup
Sequoia Financial Advisors, LLC19,711$2.7M0.02%-10113F-HRTimeline
MCF Advisors LLC19,642$2.69M0.15%-1213F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.18,909$2.59M1.59%+1213F-HRTimeline
Naviter Wealth, LLC18,819$2.58M0.34%013F-HRTimeline
Broadleaf Partners, LLC18,633$2.55M0.54%+22913F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP18,280$2.5M0.01%+16,83913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,254$2.5M<0.01%+9,27013F-HRTimelineGroup
Sierra Capital LLC18,144$2.48M0.26%+213F-HRTimeline
Rathbones Group PLC18,047$2.47M0.01%-3,06613F-HR/ATimeline
ALLIANCEBERNSTEIN L.P.17,927$2.45M<0.01%+25213F-HRTimeline
INTEGRITY ALLIANCE, LLC.17,777$2.43M0.09%+10,51313F-HRTimeline
Wealthfront Advisers LLC17,662$2.42M0.01%+3,29013F-HRTimeline
INNEALTA CAPITAL, LLC17,618$2.41M1.31%-10,20513F-HRTimeline
Ausdal Financial Partners, Inc.17,437$2.39M0.11%+21913F-HRTimeline
Nadler Financial Group, Inc.17,385$2.38M0.22%013F-HRTimeline
AMARILLO NATIONAL BANK17,370$2.38M0.42%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC17,286$2.37M<0.01%+1013F-HRTimelineGroup
Dominguez Wealth Management Solutions, …17,224$2.36M1.44%+69013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO17,014$2.33M0.01%+30413F-HRTimelineGroup
Post Resch Tallon Group Inc.16,989$2.33M1.97%+41413F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV16,911$2.32M0.5%-14113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…16,882$2.31M0.37%-2,82913F-HRTimelineGroup
New Age Alpha Advisors, LLC16,878$2.31M0.1%-2,43513F-HRTimeline
NWAM LLC16,547$2.28M0.13%-2,31713F-HRTimeline
Allegheny Financial Group16,620$2.28M0.34%+32213F-HRTimeline
Total Clarity Wealth Management, Inc.16,609$2.27M0.55%-1,01013F-HRTimeline
Geneos Wealth Management Inc.16,597$2.27M0.06%-2,63113F-HRTimeline
Horst & Graben Wealth Management LLC16,416$2.25M0.34%+21613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,403$2.25M0.03%+3,76913F-HRTimelineGroup
INSIGHT 2811, INC.16,377$2.24M0.99%-39913F-HRTimeline
LifeWealth Investments, LLC16,261$2.23M0.71%+2,04913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…16,244$2.22M0.62%+2,92813F-HRTimeline
Shakespeare Wealth Management, LLC16,189$2.22M0.49%-22713F-HRTimeline
BCS Wealth Management16,184$2.22M0.22%new13F-HRTimeline
Nvest Financial, LLC16,027$2.19M0.91%+3,48113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC16,016$2.19M0.02%-50013F-HRTimeline
CASTLEARK MANAGEMENT LLC16,000$2.19M0.06%013F-HRTimeline
Simplicity Wealth,LLC15,932$2.18M0.13%+2,73613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC15,824$2.17M0.15%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC15,774$2.16M0.85%+1,41713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC15,498$2.12M0.05%+2,63013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS15,290$2.09M0.63%013F-HRTimeline
Claro Advisors Inc.15,280$2.09M0.29%-25213F-HRTimeline
Global Strategic Investment Solutions, …14,940$2.05M0.2%-113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,888$2.04M0.02%-4,88213F-HRTimelineGroup
Global Trust Wealth Management LLC14,802$2.03M1.5%13F-HRTimeline
Rehmann Capital Advisory Group14,726$2.02M0.11%+63413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,674$2.01M0.07%+1,78913F-HRTimelineGroup
MWA Asset Management14,658$2.01M1.12%-38213F-HRTimeline
Procyon Advisors, LLC14,508$1.99M0.1%+8613F-HRTimeline
Cooper Financial Group14,476$1.98M0.21%-1,08913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…14,446$1.98M0.05%-26913F-HRTimelineGroup
Serenity Investment Advisors14,107$1.97M1.15%13F-HRTimeline
Passumpsic Savings Bank14,289$1.96M1.07%13F-HRTimeline
Dentgroup LLC14,221$1.95M1.34%-39113F-HRTimeline
IFC Advisors LLC14,171$1.94M0.28%013F-HRTimeline
Valeo Financial Advisors, LLC14,161$1.94M0.04%-52513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT13,851$1.9M0.03%+19513F-HRTimeline
ASPIRIANT, LLC13,757$1.88M0.05%+1,45613F-HRTimeline
Pilgrim Partners Asia Pte Ltd13,750$1.88M0.91%-83513F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…13,715$1.88M1.33%+38813F-HRTimeline
IEQ CAPITAL, LLC13,635$1.87M0.01%-33613F-HRTimeline
Strategic Advocates LLC13,434$1.86M0.48%-22013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,551$1.86M0.04%-83613F-HRTimeline
Tradition Wealth Management, LLC13,498$1.85M0.13%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,404$1.85M0.08%+77613F-HRTimelineGroup
Cordatus Wealth Management LLC13,485$1.85M0.43%-66713F-HRTimeline
American Wealth Advisors, LLC13,462$1.84M1.81%-25613F-HRTimeline
TRUST POINT INC.13,413$1.84M0.15%+1413F-HRTimeline
Alesco Advisors, LLC, An ESL Co13,400$1.83M0.05%013F-HRTimeline
PRIVATE TRUST CO NA13,378$1.83M0.16%-3,15413F-HRTimeline
1ST SOURCE BANK13,309$1.82M0.1%-80113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.13,305$1.82M0.13%+35913F-HRTimelineGroup
Composition Wealth, LLC13,091$1.79M0.03%-39213F-HRTimeline
Cordgrass Capital Advisors, LLC12,910$1.77M0.42%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,884$1.76M0.07%+7013F-HRTimelineGroup
Capital Squared Financial LLC12,709$1.74M1.36%+45913F-HRTimeline
Chicago Partners Investment Group LLC12,321$1.72M0.04%-4613F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC12,497$1.71M0.09%-6513F-HRTimeline
D.A. DAVIDSON & CO.12,456$1.71M0.01%+33013F-HRTimeline
SAGE FINANCIAL GROUP INC12,327$1.69M0.11%-9313F-HRTimeline
Rossmore Private Capital12,312$1.69M0.15%+6,88413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…12,304$1.68M0.28%+1,22413F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC12,124$1.66M1.2%13F-HRTimeline
Thomasville National Bank12,121$1.66M0.1%+62613F-HRTimeline
United Advisor Group, LLC11,987$1.64M0.21%new13F-HRTimeline
Golden State Wealth Management, LLC11,917$1.63M0.17%-2113F-HRTimeline
Clarion Wealth Managment Partners, LLC11,782$1.61M1.49%-60313F-HRTimeline
Perennial Investment Advisors, LLC11,726$1.61M0.13%-27213F-HRTimeline
Financial Freedom, LLC11,716$1.6M0.8%-81913F-HRTimeline
Consolidated Investment Group LLC11,700$1.6M0.19%013F-HRTimeline
Venture Visionary Partners LLC11,656$1.6M0.05%+113F-HRTimeline
WILLNER & HELLER, LLC11,602$1.59M1.14%+8213F-HRTimeline
Lifelong Wealth Advisors, Inc.11,532$1.58M0.42%-20513F-HRTimeline
Betterment LLC11,508$1.58M<0.01%+3,46513F-HRTimeline
LWM Advisory Services, LLC11,372$1.56M0.91%-63913F-HRTimeline