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Disclosery

IWP ISHARES TR

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ETF (fund)

1,167 managers (1,184 13F filers) reported a position in IWP shares at 2026-03-31, 112,395,348 shares in all. 58 filers opened a position and 99 filers sold out during the quarter.

Managers
1,167
13F filers
1,184
New
58
Added
383
Reduced
376
Sold out
99
Shares held by filers
112,395,348

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.37,298$4.78M0.17%-9,14813F-HRTimelineGroup
SOA Wealth Advisors, LLC.37,244$4.77M0.9%-47313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC37,237$4.77M0.06%-4,55313F-HRTimeline
ACIMA PRIVATE WEALTH, LLC37,139$4.76M1.49%013F-HRTimeline
Saiph Capital, LLC37,063$4.75M1.8%+49013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…37,042$4.75M0.09%+71413F-HRTimelineGroup
Procyon Advisors, LLC36,601$4.69M0.23%+22,09313F-HRTimeline
EQUITABLE TRUST CO36,056$4.62M0.21%+96413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC35,598$4.56M0.36%+34613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…35,596$4.56M0.08%-7,87013F-HRTimelineGroup
HRT FINANCIAL LP35,287$4.52M0.01%new13F-HRTimeline
Eukles Asset Management35,051$4.49M2%+4,68313F-HRTimeline
Processus Wealth & Capital Management, …34,867$4.47M3.03%+1,18013F-HRTimeline
Widmann Financial Services, Inc.34,381$4.4M2.62%+98513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC33,981$4.35M0.03%-36,59913F-HRTimelineGroup
KINTRA WEALTH, LLC33,928$4.35M0.31%+24,78413F-HRTimeline
Sequent Asset Management, LLC33,835$4.33M2.07%-33,36513F-HRTimeline
Beacon Bank & Trust33,469$4.29M0.88%-72613F-HRTimeline
Arax Advisory Partners33,395$4.28M0.12%+24,23613F-HRTimeline
Burns Matteson Capital Management, LLC33,369$4.28M1.67%-1,42713F-HRTimeline
COURIER CAPITAL LLC32,947$4.22M0.24%+1113F-HR/ATimeline
Atlas Brown,Inc.32,901$4.22M1.27%-40013F-HRTimeline
Councilor Wealth, LLC32,838$4.21M2.04%-3,17813F-HRTimeline
Arcadia Wealth Management, LLC32,699$4.19M1.52%+2,93713F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding32,609$4.18M+270Timeline
BlackRock, Inc.in group BlackRock, Inc.32,416$4.15M<0.01%-1,80313F-HRTimelineGroup
Kingsview Wealth Management, LLC32,294$4.14M0.06%+1,24613F-HRTimeline
Merit Financial Group, LLC32,098$4.11M0.03%-6,26613F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/32,076$4.11M<0.01%-1013F-HRTimeline
Hofer & Associates. Inc31,884$4.08M2.2%+74813F-HRTimeline
Kelsey Financial, LLC31,682$4.06M3.55%+2,91213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,310$4.01M<0.01%new13F-HRTimelineGroup
LWM ADVISORS INC30,999$3.97M3.45%-1,81713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC30,823$3.95M<0.01%-27,14013F-HRTimelineGroup
Vision Capital Management, Inc.30,582$3.92M0.49%-18513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…29,877$3.83M0.29%+12,99513F-HRTimelineGroup
Lloyd Advisory Services, LLC.29,815$3.82M1.09%+29,10813F-HRTimeline
Kingdom Financial Group LLC.29,815$3.82M1.09%+7,50813F-HRTimeline
Brady Martz Wealth Solutions, LLC29,214$3.74M0.64%-8,48613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.28,855$3.7M0.36%+1,31913F-HRTimeline
Auour Investments LLC28,676$3.67M1.16%+1,79813F-HRTimeline
HM PAYSON & CO28,597$3.66M0.05%+10413F-HRTimeline
Financial Engines Advisors L.L.C.28,553$3.66M0.01%-52713F-HRTimeline
ARK & TLK INVESTMENTS, LLC28,196$3.61M0.98%013F-HRTimeline
Consolidated Investment Group LLC27,450$3.52M0.38%+15,75013F-HRTimeline
Arkadios Wealth Advisors27,256$3.49M0.06%-89113F-HRTimeline
B. Riley Wealth Advisors, Inc.28,177$3.48M0.23%-1,49313F-HRTimeline
Eagle Strategies LLC27,121$3.47M0.42%+2,02513F-HRTimeline
Robertson Stephens Wealth Management, L…27,019$3.46M0.1%-23313F-HRTimeline
Tennessee Valley Asset Management Partn…26,885$3.44M0.45%-61313F-HRTimeline
BEAM WEALTH ADVISORS, INC.26,842$3.44M0.86%+4,81713F-HRTimeline
One Capital Management, LLC26,601$3.41M0.09%-99,76613F-HRTimeline
Mathes Company, Inc.26,603$3.41M1.25%013F-HRTimeline
IHT Wealth Management, LLC26,390$3.38M0.08%-39,86913F-HRTimeline
WESBANCO BANK INC26,223$3.36M0.09%-3313F-HRTimeline
Intergy Private Wealth, LLC26,164$3.35M0.98%+1,04813F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…26,101$3.34M0.49%-7013F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding26,099$3.34MnewTimeline
Stone Wealth Partners26,036$3.34M3%+1,81213F-HRTimeline
CHOREO, LLC25,629$3.28M0.04%+83613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…25,472$3.26M0.02%-4,85713F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA25,257$3.24M0.02%-5113F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC25,201$3.23M0.09%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC24,616$3.15M0.19%+58513F-HRTimeline
Avior Wealth Management, LLC24,383$3.11M0.09%+27113F-HRTimeline
LifeWealth Investments, LLC24,191$3.1M0.93%+7,93013F-HRTimeline
MSH Capital Advisors LLC23,952$3.07M0.65%+66813F-HRTimeline
Glenview Trust Co23,948$3.07M0.05%+1413F-HRTimeline
Ashton Thomas Private Wealth, LLC23,882$3.06M0.07%-1,42413F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC23,359$2.99M0.06%-41,30413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.555,162$2.99M0.02%+15,11913F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC23,127$2.97M0.11%+16,37913F-HRTimelineGroup
Intrepid Financial Planning Group LLC23,026$2.95M1.19%-81913F-HRTimeline
Financial Partners Group, Inc22,958$2.94M0.35%-93,30113F-HRTimeline
Ballew Advisors, Inc22,157$2.91M1.64%+51513F-HRTimeline
McKinley Carter Wealth Services, Inc.22,435$2.87M0.17%-4,00613F-HRTimeline
PINNACLE ASSOCIATES LTD22,398$2.87M0.04%013F-HRTimeline
Franklin Resourcesgroup of 2 filers holding22,298$2.86M-80,788Timeline
Ducere Wealth Management LLC22,216$2.85M1.13%-3013F-HRTimeline
BRIGHTON JONES LLC22,207$2.85M0.06%new13F-HR/ATimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …22,090$2.84M<0.01%-9,78213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,956$2.81M<0.01%+3,70213F-HRTimelineGroup
LOWERY THOMAS, LLC21,454$2.75M1.57%-7213F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.20,359$2.74M1.55%+1,45013F-HRTimeline
Pointe Capital Management LLC21,292$2.73M1.35%+1,25813F-HRTimeline
Meridian Wealth Management, LLC21,264$2.72M0.1%-19,00613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…21,236$2.72M0.74%+4,99213F-HR/ATimeline
Veridan Wealth LLC21,143$2.71M1.02%-23913F-HRTimeline
Sequoia Financial Advisors, LLC21,080$2.7M0.02%+1,36913F-HRTimeline
JPL Wealth Management, LLC20,936$2.68M0.62%-45413F-HR/ATimeline
RWA WEALTH PARTNERS, LLC20,738$2.66M0.03%-1,38813F-HRTimeline
Parallel Advisors, LLC20,108$2.58M0.05%-29313F-HR/ATimeline
MCF Advisors LLC19,992$2.56M0.11%+35013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC19,922$2.55M1.05%+4,14813F-HRTimeline
Broadleaf Partners, LLC19,819$2.54M0.59%+1,18613F-HRTimeline
Mutual Advisors, LLC19,735$2.53M0.05%-2,83113F-HRTimeline
Element Wealth, LLC19,190$2.46M1.02%-3,45113F-HRTimeline
Proactive Wealth Strategies LLC19,042$2.44M0.46%+9,35213F-HRTimeline
Wealthfront Advisers LLC19,018$2.44M0.01%+1,35613F-HRTimeline
ALLIANCEBERNSTEIN L.P.17,672$2.42M<0.01%-25513F-HRTimeline
HMS Capital Management, LLC18,848$2.41M0.93%-13,81713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC18,838$2.41M0.05%-30,05813F-HRTimeline
Naviter Wealth, LLC18,819$2.41M0.3%013F-HRTimeline
Rathbones Group PLC18,555$2.38M0.01%+50813F-HR/ATimeline
Dominguez Wealth Management Solutions, …18,385$2.36M1.43%+1,16113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska18,310$2.35M0.24%-1,54013F-HRTimelineGroup
Sierra Capital LLC18,145$2.33M0.25%+113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,901$2.29M0.05%-25,66413F-HRTimelineGroup
Horst & Graben Wealth Management LLC16,599$2.26M0.31%+18313F-HRTimeline
Simplicity Wealth,LLC17,530$2.25M0.13%+1,59813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC17,390$2.23M0.05%+1,89213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,388$2.23M0.02%+98513F-HRTimelineGroup
AMARILLO NATIONAL BANK17,370$2.23M0.39%013F-HRTimeline
Independent Advisor Alliance17,365$2.22M0.02%+13,90413F-HRTimeline
Post Resch Tallon Group Inc.17,154$2.22M1.79%+16513F-HRTimeline
Allegheny Financial Group17,172$2.2M0.3%+55213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO17,004$2.18M0.01%-1013F-HRTimelineGroup
BUILDER INVESTMENT GROUP INC /ADV16,911$2.17M0.47%013F-HRTimeline
Geneos Wealth Management Inc.16,597$2.13M0.05%013F-HRTimeline
NWAM LLC16,540$2.12M0.12%-713F-HRTimeline
INSIGHT 2811, INC.16,488$2.11M0.92%+11113F-HRTimeline
Nvest Financial, LLC16,456$2.11M0.79%+42913F-HRTimeline
Bleakley Financial Group, LLC16,447$2.11M0.03%-6,92613F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS15,290$2.07M0.56%013F-HRTimeline
Shakespeare Wealth Management, LLC16,014$2.05M0.49%-17513F-HRTimeline
CASTLEARK MANAGEMENT LLC16,000$2.05M0.07%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC15,966$2.05M0.01%-5013F-HRTimeline
Total Clarity Wealth Management, Inc.15,942$2.04M0.48%-66713F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC15,724$2.01M0.14%-10013F-HRTimeline
Betterment LLC15,475$1.98M<0.01%+3,96713F-HRTimeline
Claro Advisors Inc.15,225$1.95M0.23%-5513F-HRTimeline
Peloton Wealth Strategists14,972$1.92M0.78%new13F-HRTimeline
Global Strategic Investment Solutions, …14,943$1.91M0.19%+313F-HRTimeline
MWA Asset Management14,837$1.9M1.04%+17913F-HR/ATimeline
Bryn Mawr Trust Advisors, LLC14,812$1.9M0.09%+9,71213F-HRTimeline
Atria Investments, Inc14,790$1.89M0.02%-10,29713F-HRTimeline
Western Wealth Management, LLC14,772$1.89M0.07%-10,67713F-HR/ATimeline
Serenity Investment Advisors13,320$1.86M0.87%-78713F-HRTimeline
Pilgrim Partners Asia Pte Ltd14,450$1.85M0.78%+70013F-HRTimeline
Prospera Financial Services Inc14,427$1.85M0.03%-13,89713F-HRTimeline
Nadler Financial Group, Inc.14,414$1.85M0.18%-2,97113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…14,413$1.85M0.05%-3313F-HRTimelineGroup
United Advisor Group, LLC14,387$1.84M0.23%+2,40013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC14,286$1.83M0.31%-8,08613F-HRTimeline
Cooper Financial Group14,263$1.83M0.18%-21313F-HRTimeline
Valeo Financial Advisors, LLC14,160$1.81M0.04%-113F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…14,110$1.81M1.21%+39513F-HRTimeline
Rehmann Capital Advisory Group14,094$1.81M0.09%-63213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,054$1.8M0.02%-83413F-HRTimelineGroup
IEQ CAPITAL, LLC13,802$1.77M0.01%+16713F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC13,679$1.75M1.3%+1,55513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,556$1.74M0.04%+513F-HR/ATimeline
BRADLEY FOSTER & SARGENT INC/CT13,519$1.73M0.03%-33213F-HR/ATimeline
Tradition Wealth Management, LLC13,498$1.73M0.12%013F-HRTimeline
Navigation Group, LLC13,414$1.72M0.4%13F-HRTimeline
TBH Global Asset Management, LLC13,404$1.72M0.35%new13F-HRTimeline
TRUST POINT INC.13,399$1.72M0.15%-1413F-HRTimeline
Chicago Partners Investment Group LLC12,446$1.7M0.04%+12513F-HRTimeline
Alesco Advisors, LLC, An ESL Co13,015$1.67M0.04%-38513F-HRTimeline
Wilmington Savings Fund Society, FSB13,012$1.67M0.04%+4,83313F-HRTimeline
American Wealth Advisors, LLC12,983$1.66M1.73%-47913F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.12,946$1.66M0.11%-35913F-HRTimelineGroup
Cordgrass Capital Advisors, LLC12,910$1.65M0.39%013F-HRTimeline
IFC Advisors LLC12,900$1.65M0.24%-1,27113F-HRTimeline
Fund Evaluation Group, LLC12,852$1.65M0.05%new13F-HRTimeline
Capital Squared Financial LLC12,648$1.62M1.24%-6113F-HRTimeline
Composition Wealth, LLC12,454$1.6M0.02%-63713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,386$1.59M0.06%-49813F-HRTimelineGroup
Global Trust Wealth Management LLC12,335$1.58M1.2%-2,46713F-HRTimeline
Rossmore Private Capital12,312$1.58M0.14%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC12,297$1.58M0.08%-20013F-HRTimeline
D.A. DAVIDSON & CO.12,241$1.57M0.01%-21513F-HRTimeline
SAGE FINANCIAL GROUP INC12,234$1.57M0.1%-9313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…12,025$1.54M0.26%-27913F-HRTimeline
Compound Planning, Inc.12,010$1.54M0.05%+8,55313F-HRTimeline
Golden State Wealth Management, LLC11,917$1.53M0.17%013F-HRTimeline
WILLNER & HELLER, LLC11,810$1.51M1.13%+20813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC11,808$1.51M<0.01%+3,59313F-HRTimelineGroup
LUTS & GREENLEIGH GROUP, INC.11,762$1.51M1.19%+48113F-HRTimeline
Perennial Investment Advisors, LLC11,728$1.5M0.12%+213F-HRTimeline
Financial Freedom, LLC11,719$1.5M0.75%+313F-HRTimeline
Venture Visionary Partners LLC11,692$1.5M0.05%+3613F-HRTimeline
Next Capital Management LLC11,643$1.49M0.45%+2,40113F-HRTimeline
Clarion Wealth Managment Partners, LLC11,639$1.49M1.35%-14313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC11,474$1.47M<0.01%-5,81213F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP11,408$1.46M0.03%+61213F-HRTimeline
Integrated Wealth Concepts LLC11,384$1.46M0.01%+1,19513F-HRTimeline
BLB&B Advisors, LLC11,358$1.46M0.06%+14213F-HRTimeline
Clearstead Trust, LLC11,329$1.45M0.24%013F-HRTimeline
Friday Financial11,291$1.45M0.5%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,239$1.44M0.03%+1,11813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management11,205$1.44M0.05%-3,46913F-HRTimelineGroup
PRIVATE TRUST CO NA11,172$1.43M0.13%-2,20613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co11,155$1.43M0.02%+17113F-HRTimelineGroup
Cornerstone Financial Management LLC11,086$1.42M1.3%+27813F-HR/ATimeline
MGO ONE SEVEN LLC11,061$1.42M0.03%+2513F-HRTimeline
FAS Wealth Partners, Inc.11,044$1.41M0.09%-10013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,876$1.41M0.03%013F-HRTimeline
New Age Alpha Advisors, LLC11,005$1.41M0.07%-5,87313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,881$1.39M0.03%013F-HRTimelineGroup