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Disclosery

IWP ISHARES TR

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ETF (fund)

1,206 managers (1,224 13F filers) reported a position in IWP shares at 2026-06-30, 111,972,542 shares in all. 97 filers opened a position and 52 filers sold out during the quarter.

Managers
1,206
13F filers
1,224
New
97
Added
354
Reduced
398
Sold out
52
Shares held by filers
111,972,542

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MGO ONE SEVEN LLC11,025$1.61M0.03%-3613F-HRTimeline
VICTORY FINANCIAL GROUP, LLC10,927$1.6M0.17%+1,52913F-HRTimeline
Prime Capital Investment Advisors, LLC10,865$1.59M0.02%+15313F-HRTimeline
One Day In July LLC10,842$1.59M0.11%013F-HRTimeline
Glass Jacobson Investment Advisors llc10,660$1.56M0.49%-2513F-HRTimeline
HB Wealth Management, LLC10,595$1.55M0.01%+82313F-HRTimeline
Thomasville National Bank10,570$1.55M0.09%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,876$1.54M0.03%013F-HRTimeline
James J. Burns & Company, LLC10,314$1.51M0.16%-8913F-HRTimeline
Eldridge Investment Advisors, Inc.10,293$1.51M0.3%013F-HRTimeline
Walsh & Associates, LLC10,261$1.5M1.23%+60013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS10,240$1.5M0.15%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK10,106$1.48M0.01%-15113F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC10,083$1.48M0.15%013F-HRTimeline
Cranbrook Wealth Management, LLC10,035$1.47M0.27%013F-HRTimeline
OneDigital Investment Advisors LLC9,970$1.46M0.01%-71613F-HRTimeline
Stegner Investment Associates Inc.9,887$1.45M0.69%-34913F-HRTimeline
MONECO ADVISORS, LLC9,812$1.44M0.09%+51813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,784$1.43M0.1%+35313F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …9,772$1.43M0.49%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,719$1.42M0.03%-1,52013F-HRTimelineGroup
Belpointe Asset Management LLC9,677$1.42M0.05%-34513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…9,658$1.41M0.01%013F-HRTimeline
Foundations Investment Advisors, LLC9,634$1.41M0.01%-54513F-HRTimeline
Vertrix Wealth Management, LLC9,557$1.4M0.47%-73613F-HRTimeline
Taylor & Morgan Wealth Management, LLC9,537$1.4M0.69%-70813F-HRTimeline
CENTRAL TRUST Co9,498$1.39M0.03%-34213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,465$1.39M0.02%-313F-HRTimelineGroup
Sowell Financial Services LLC9,362$1.37M0.04%+2,90213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.9,340$1.37M0.03%-10513F-HRTimelineGroup
Reynders McVeigh Capital Management, LLC9,250$1.35M0.06%013F-HRTimeline
Duncan Williams Asset Management, LLC9,234$1.35M0.3%+213F-HRTimeline
ASPIRIANT, LLC9,108$1.33M0.03%-51013F-HRTimeline
BHK Investment Advisors, LLC9,102$1.33M0.4%-19913F-HRTimeline
LANARK FINANCIAL, INC.9,094$1.33M0.09%-29713F-HRTimeline
HBK Sorce Advisory LLC9,370$1.33M0.03%-5313F-HRTimeline
PACK Private Wealth, LLC9,031$1.32M0.55%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC8,868$1.3M0.03%-2,01313F-HRTimelineGroup
Parkside Financial Bank & Trust8,828$1.29M0.09%-8413F-HRTimeline
MATTERS CAPITAL LLC8,794$1.29M0.9%+113F-HRTimeline
TSFG, LLC8,785$1.29M0.16%-6013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC8,759$1.28M0.74%+1,44413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,695$1.27M0.02%+57213F-HRTimelineGroup
Orin Green Financial, LLC8,659$1.27M0.47%-10813F-HRTimeline
Lifelong Wealth Advisors, Inc.8,535$1.25M0.29%-76213F-HRTimeline
Wealth Management Partners, LLC8,519$1.25M0.29%-4413F-HRTimeline
Fulton Bank, N.A.8,446$1.24M0.04%013F-HRTimeline
Smith Salley Wealth Management8,445$1.24M0.05%+1413F-HRTimeline
Essential Investment Partners LLC8,385$1.23M0.99%+10013F-HRTimeline
Brickley Wealth Management8,271$1.21M0.17%-5913F-HRTimeline
REBALANCE, LLC8,255$1.21M0.06%+40313F-HRTimeline
BCS Wealth Management8,092$1.18M0.21%013F-HRTimeline
SAX WEALTH ADVISORS, LLC9,238$1.18M0.05%-47113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,053$1.18M0.01%-18813F-HRTimelineGroup
Holland Advisory Services, Inc.8,044$1.18M1.3%-78113F-HRTimeline
BLB&B Advisors, LLC8,028$1.18M0.04%-3,33013F-HRTimeline
1ST SOURCE BANK7,979$1.17M0.05%-20513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…7,949$1.17M3.14%-21,92813F-HR/ATimelineGroup
QRG CAPITAL MANAGEMENT, INC.7,907$1.16M0.01%+48713F-HR/ATimeline
BEARING POINT CAPITAL, LLC7,887$1.15M0.16%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,869$1.15M0.06%-21213F-HRTimeline
Y-Intercept (Hong Kong) Ltd7,862$1.15M0.02%+3,51613F-HRTimeline
OLD MISSION CAPITAL LLC7,852$1.15M0.03%new13F-HRTimeline
Rehmann Capital Advisory Group7,771$1.14M0.05%-6,32313F-HRTimeline
Choate Investment Advisors7,760$1.14M0.02%013F-HRTimeline
GARRISON POINT ADVISORS, LLC7,758$1.14M0.46%-10013F-HRTimeline
Biondo Investment Advisors, LLC7,757$1.14M0.14%+77013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management7,634$1.12M0.14%-613F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC7,630$1.12M0.02%-26213F-HRTimelineGroup
Jacobs Equity LLC7,603$1.11M0.77%-32513F-HRTimeline
Gryphon Financial Partners LLC7,510$1.1M0.1%+113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,417$1.09M0.26%-6913F-HRTimeline
Sound View Wealth Advisors Group, LLC7,411$1.09M0.07%-513F-HRTimeline
Ipswich Investment Management Co., Inc.7,330$1.07M0.23%+18013F-HRTimeline
Brand Asset Management Group, Inc.7,303$1.07M0.24%-5113F-HRTimeline
World Investment Advisors8,036$1.07M0.02%-12913F-HRTimeline
Dynamic Advisor Solutions LLC7,278$1.07M0.03%-2,63913F-HRTimeline
Bedel Financial Consulting, Inc.7,276$1.07M0.1%+8713F-HRTimeline
Visionary Wealth Advisors7,265$1.06M0.04%+16213F-HRTimeline
Stonebridge Capital Advisors LLC7,219$1.06M0.07%-75513F-HRTimeline
Key Financial Inc7,112$1.04M0.17%-39313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …7,133$1.03M<0.01%-14,95713F-HRTimelineGroup
MAIRS & POWER INC7,058$1.03M0.01%new13F-HRTimeline
GREENLEAF TRUST7,048$1.03M0.01%+1,19613F-HRTimeline
Strategic Financial Concepts, LLC7,043$1.03M0.31%+36113F-HRTimeline
Roberts Financial Services LLC7,026$1.03M0.3%-13413F-HRTimeline
PARK NATIONAL CORP /OH/7,015$1.03M0.03%-73013F-HRTimeline
GREENWOOD GEARHART LLC7,003$1.03M0.05%+73113F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC7,000$1.02M0.47%013F-HRTimeline
WealthPlan Investment Management, LLC6,986$1.02M0.05%-53113F-HRTimeline
Linscomb Wealth, Inc.6,949$1.02M0.04%013F-HRTimeline
Harbour Capital Advisors, LLC7,105$1.01M0.18%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management6,885$1.01M0.53%013F-HRTimeline
DAVENPORT & Co LLC6,866$1.01M0.01%+8713F-HRTimeline
Revolve Wealth Partners, LLC6,856$1M0.1%-18413F-HRTimeline
Allworth Financial LP6,830$1000K<0.01%-132,49413F-HRTimeline
49 WEALTH MANAGEMENT, LLC6,703$981K0.19%new13F-HR/ATimeline
ALONGSIDE, LLC6,703$981K0.19%13F-HRTimeline
Annex Advisory Services, LLC6,696$980K0.02%+9113F-HRTimeline
Clearwave Capital, LLC6,693$980K0.54%+713F-HRTimeline
SIGNATUREFD, LLC6,635$971K0.01%013F-HRTimeline
Affiance Financial, LLC6,631$971K0.14%013F-HRTimeline
APPLETON PARTNERS INC/MA6,622$970K0.06%-5013F-HRTimeline
Stonebridge Financial Planning Group, L…6,615$969K0.31%+23613F-HRTimeline
Garden State Investment Advisory Servic…6,558$960K0.19%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.6,491$950K0.06%-76613F-HRTimeline
Fortis Capital Advisors, LLC6,465$947K0.11%-34513F-HRTimeline
Princeton Global Asset Management LLC6,423$940K0.13%013F-HRTimeline
Legacy Bridge, LLC6,317$925K0.29%013F-HRTimeline
DAVIS R M INC6,296$922K0.01%+13513F-HRTimeline
Keel Point, LLC6,273$918K0.05%-5413F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/6,273$918K0.94%013F-HRTimeline
OARSMAN CAPITAL, INC.6,273$918K0.1%013F-HRTimeline
American Trust6,252$915K0.07%-59613F-HRTimeline
GRANVILLE CAPITAL, INC.6,250$915K0.41%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,160$902K0.03%-5,04513F-HRTimelineGroup
BAYBAN6,156$901K0.69%013F-HRTimeline
Financial Alternatives, Inc6,140$899K0.44%013F-HRTimeline
Richardson Capital Management LLC6,137$899K0.38%013F-HRTimeline
WEALTH ALLIANCE, LLC6,129$897K0.08%+3,51513F-HRTimeline
Rockwood Wealth Management, LLC6,111$895K0.06%+66013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC6,074$889K0.13%013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding6,046$885K+3,023Timeline
FIRST UNITED BANK & TRUST6,035$884K0.25%-1313F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC6,034$883K<0.01%+1,59613F-HRTimelineGroup
LMCG INVESTMENTS, LLC5,995$878K0.05%-2113F-HRTimeline
Investmark Advisory Group LLC5,964$873K0.33%+23913F-HRTimeline
Octavia Wealth Advisors, LLC5,953$872K0.08%-5913F-HRTimeline
Valued Retirements, Inc.5,939$870K0.78%-1,87713F-HRTimeline
Round Rock Advisors LLC5,905$865K0.11%-24513F-HRTimeline
SAXON INTERESTS, INC.5,900$864K0.24%-10813F-HRTimeline
Savvy Advisors, Inc.5,872$860K0.02%+33713F-HRTimeline
RVW Wealth, LLC5,859$858K0.06%-1113F-HRTimeline
Pathway Financial Advisors LLC5,950$851K0.1%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,712$836K<0.01%-1,27413F-HRTimeline
NTV Asset Management LLC5,705$835K0.08%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp5,696$834K0.02%-12313F-HRTimelineGroup
Cornerstone Wealth Management, LLC5,669$830K0.04%+2813F-HRTimeline
ELLERSON GROUP INC /ADV5,649$827K0.49%-16513F-HRTimeline
BIP Wealth, LLC5,622$823K0.02%new13F-HRTimeline
Liberty Capital Management, Inc.5,603$820K0.14%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,545$812K0.05%013F-HRTimelineGroup
ROCKLAND TRUST CO5,468$801K0.03%-2213F-HRTimeline
Decker Wealth Management LLC5,452$798K0.17%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.5,448$798K0.38%-2,54913F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC5,439$796K0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC5,734$796K0.1%+24913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,426$794K-35Timeline
TWO SIGMA SECURITIES, LLC5,411$792K0.07%+3,66113F-HRTimeline
LexAurum Advisors, LLC5,347$783K0.09%+1,39513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,296$775K<0.01%-6,51213F-HRTimelineGroup
Global Wealth Strategies & Associates5,210$763K0.14%-10813F-HRTimeline
MERIDIAN MANAGEMENT CO5,200$761K0.17%013F-HRTimeline
Ruggaard & Associates LLC5,200$761K0.27%013F-HRTimeline
Pure Financial Advisors, LLC5,191$760K0.01%-8913F-HRTimeline
Wellspring Financial Advisors, LLC5,181$759K0.05%new13F-HRTimeline
Clark Capital Management Group, Inc.5,179$758K<0.01%013F-HRTimeline
Gilbert & Cook, Inc.5,142$753K0.09%013F-HRTimeline
DT Investment Partners, LLC5,124$750K0.06%013F-HRTimeline
Sharkey, Howes & Javer5,103$747K0.09%013F-HRTimeline
White Knight Strategic Wealth Advisors,…5,097$746K0.52%+113F-HRTimeline
L. Roy Papp & Associates, LLP5,095$746K0.08%+213F-HRTimeline
Bensler, LLC5,085$744K0.07%+1713F-HRTimeline
Arcadia Wealth Management, LLC5,083$744K0.23%-27,61613F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp5,075$743K0.04%+413F-HRTimelineGroup
Owen LaRue, LLC5,029$736K0.26%+513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,027$736K0.03%-81413F-HRTimeline
HRT FINANCIAL LP5,025$735K<0.01%-30,26213F-HRTimeline
Foundation Wealth Management, LLC\PA5,016$734K0.22%-113F-HRTimeline
Magnus Financial Group LLC5,014$734K0.05%-29113F-HRTimeline
WHITE PINE CAPITAL LLC5,012$734K0.17%013F-HRTimeline
RFG Advisory, LLC4,995$731K0.01%+78113F-HRTimeline
First Western Trust Bank4,965$727K0.04%013F-HRTimeline
Bragg Financial Advisors, Inc4,964$727K0.02%013F-HRTimeline
WealthCare Investment Partners, LLC4,956$726K0.18%+14513F-HRTimeline
HANCOCK WHITNEY CORP4,953$725K0.01%+20013F-HRTimeline
Ballentine Partners, LLC4,951$725K0.01%-28213F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP4,949$725K<0.01%-3,35013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…4,903$718K0.18%+18113F-HRTimeline
Flagship Private Wealth, LLC4,893$716K0.25%-48613F-HRTimeline
Capital Square, LLC5,001$713K0.31%-51113F-HRTimeline
BAILARD, INC.4,859$711K0.01%-7013F-HRTimeline
Arnold Financial Planning LLC4,852$710K0.53%new13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,850$710K0.02%new13F-HRTimelineGroup
Midwest Capital Advisors, LLC4,844$709K0.29%-1,11813F-HRTimeline
October Effect Ltd4,844$709K0.67%-22013F-HRTimeline
Financial Sense Advisors, Inc.4,834$708K0.14%+9613F-HRTimeline
AIRE ADVISORS, LLC4,831$707K0.12%-113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,812$705K0.03%-14513F-HRTimelineGroup
Providence Capital Advisors, LLC4,808$704K0.11%013F-HRTimeline
Olistico Wealth, LLC4,801$703K0.3%-44013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding5,018$690K+797Timeline
SouthState Bank Corpin group SouthState Bank Corp4,684$686K0.03%013F-HRTimelineGroup
Principle Wealth Partners LLC4,670$684K0.03%013F-HRTimeline
Caprock Group, LLC4,663$683K0.01%+18313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.4,650$681K0.22%13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,637$679K0.01%+81813F-HRTimelineGroup
Advisory Advocates, LLC4,610$675K0.58%013F-HRTimeline
Values Added Financial LLC4,603$674K0.24%013F-HRTimeline
UPTICK PARTNERS, LLC4,590$672K0.1%-513F-HRTimeline