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Disclosery

IWP ISHARES TR

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ETF (fund)

1,122 managers (1,138 13F filers) reported a position in IWP shares at 2024-12-31, 102,409,124 shares in all. 97 filers opened a position and 32 filers sold out during the quarter.

Managers
1,122
13F filers
1,138
New
97
Added
331
Reduced
330
Sold out
32
Shares held by filers
102,409,124

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC10,707$1.36M<0.01%-89,60513F-HR/ATimelineGroup
USAdvisors Wealth Management, LLC10,684$1.35M0.44%-22,16713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,676$1.35M0.07%-8613F-HR/ATimelineGroup
SAX WEALTH ADVISORS, LLC10,670$1.35M0.11%-12113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…10,629$1.35M0.13%013F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …10,624$1.35M0.11%-13213F-HR/ATimeline
Cranbrook Wealth Management, LLC10,615$1.35M0.31%013F-HRTimeline
One Day In July LLC10,593$1.34M0.14%+3213F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding10,567$1.34M+1,913Timeline
Fiduciary Trust Coin group Fiduciary Trust Co10,533$1.34M0.02%+72313F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD10,495$1.33M<0.01%new13F-HRTimelineGroup
White Knight Strategic Wealth Advisors,…10,478$1.33M0.56%+5,14913F-HRTimeline
National Philanthropic Trust10,431$1.32M0.02%013F-HRTimeline
James J. Burns & Company, LLC10,404$1.32M0.23%-38713F-HRTimeline
Cadence Bank10,371$1.31M0.09%-3,65813F-HRTimeline
WHITTIER TRUST CO10,329$1.31M0.02%-27213F-HRTimeline
Princeton Global Asset Management LLC10,153$1.29M0.24%-36413F-HRTimeline
Eldridge Investment Advisors, Inc.10,088$1.28M0.3%013F-HRTimeline
MIdWestOne Financial Group, Inc.10,058$1.27M0.18%-25913F-HRTimeline
Smith Salley Wealth Management9,983$1.27M0.08%013F-HRTimeline
Key Financial Inc9,943$1.26M0.29%-4213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,939$1.26M0.03%013F-HRTimeline
Pilgrim Partners Asia Pte Ltd9,885$1.25M1.09%13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding9,775$1.24M-3,475Timeline
Proactive Wealth Strategies LLC9,771$1.24M0.65%+9913F-HRTimeline
Keel Point, LLC9,744$1.24M0.1%+1,15613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…9,126$1.23M0.07%-2,03313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…9,675$1.23M0.23%-98113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,657$1.22M0.03%+40313F-HRTimelineGroup
Friday Financial9,622$1.22M0.84%13F-HRTimeline
Duncan Williams Asset Management, LLC9,597$1.22M0.48%+47813F-HRTimeline
BHK Investment Advisors, LLC9,554$1.21M0.45%-15013F-HRTimeline
DF DENT & CO INC9,413$1.19M0.02%new13F-HRTimeline
Dynamic Advisor Solutions LLC9,345$1.18M0.05%+81713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,322$1.18M0.03%+113F-HRTimelineGroup
Coppell Advisory Solutions LLC9,212$1.17M0.16%-7,99313F-HRTimeline
Reynders McVeigh Capital Management, LLC9,250$1.17M0.06%-1,40013F-HRTimeline
LMCG INVESTMENTS, LLC9,059$1.15M0.07%-3513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV9,055$1.15M0.41%+2,52113F-HRTimeline
EPG Wealth Management LLC9,056$1.15M0.3%-413F-HRTimeline
Strata Wealth Advisors, LLC9,033$1.14M0.36%013F-HRTimeline
PACK Private Wealth, LLC9,031$1.14M0.67%013F-HRTimeline
Wealth Management Partners, LLC9,022$1.14M0.49%-13913F-HRTimeline
Brickley Wealth Management9,002$1.14M0.23%-2913F-HRTimeline
Holland Advisory Services, Inc.8,946$1.13M1.48%+813F-HRTimeline
SIGNATUREFD, LLC8,880$1.13M0.02%+44113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC8,684$1.1M0.04%+87213F-HRTimeline
Parallel Advisors, LLC8,672$1.1M0.02%+1813F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc8,638$1.09M<0.01%-8,55213F-HRTimelineGroup
Yardley Wealth Management LLC8,800$1.07M0.52%+6,60013F-HRTimeline
MONECO ADVISORS, LLC8,367$1.06M0.11%+25313F-HR/ATimeline
ATTICUS WEALTH MANAGEMENT, LLC8,352$1.06M0.33%-26313F-HRTimeline
Allworth Financial LP7,750$1.05M0.01%+2813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,161$1.03M+449Timeline
Q3 Asset Management8,095$1.03M0.64%new13F-HRTimeline
Callan Family Office, LLC8,077$1.02M0.07%-3713F-HRTimeline
Capital Square, LLC7,515$1.02M0.58%-11413F-HRTimeline
GFS Advisors, LLC8,000$1.01M0.15%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.7,993$1.01M0.5%+113F-HRTimeline
NAPATREE CAPITAL LLC7,975$1.01M0.59%-51613F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC7,947$1.01M0.05%013F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC7,830$992K0.08%-4913F-HRTimeline
REBALANCE, LLC7,811$990K0.07%+813F-HRTimeline
WealthPlan Investment Management, LLC7,785$987K0.1%-15,08613F-HRTimeline
Choate Investment Advisors7,760$984K0.02%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,713$978K0.07%-7513F-HRTimeline
LOWE BROCKENBROUGH & CO INC7,680$973K0.06%013F-HRTimeline
Octavia Wealth Advisors, LLC7,564$959K0.12%-23313F-HRTimeline
Bedel Financial Consulting, Inc.6,992$959K0.13%+12813F-HRTimeline
BLB&B Advisors, LLC7,475$947K0.05%+4713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…7,458$945K0.01%+413F-HRTimelineGroup
Midwest Capital Advisors, LLC7,394$937K0.69%13F-HRTimeline
Revolve Wealth Partners, LLC7,370$934K0.14%+18213F-HR/ATimeline
Dynamic Financial Group7,322$928K0.94%13F-HRTimeline
Harbour Capital Advisors, LLC7,105$923K0.21%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC7,271$922K0.07%+4,87113F-HR/ATimeline
GARRISON POINT ADVISORS, LLC7,252$919K0.44%-15013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/7,249$919K1.08%013F-HRTimeline
Valued Retirements, Inc.7,229$916K1.23%+15313F-HRTimeline
Affiance Financial, LLC7,222$915K0.22%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding7,193$912K-18Timeline
Headlands Technologies LLC7,154$907K0.09%+7,14213F-HRTimeline
Linscomb Wealth, Inc.7,097$900K0.04%013F-HRTimeline
Legacy Capital Wealth Partners, LLC7,083$898K0.22%new13F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV7,071$896K0.27%-62413F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC7,000$887K0.51%new13F-HRTimeline
Valmark Advisers, Inc.6,972$884K0.01%-20813F-HRTimeline
Ashton Thomas Private Wealth, LLC6,913$876K0.03%+11713F-HRTimeline
Lee, Kelleher & Klein Wealth Management6,885$873K0.62%13F-HRTimeline
ROCKLAND TRUST CO6,883$872K0.04%+1313F-HRTimeline
Clark Capital Management Group, Inc.6,855$869K0.01%+3,28613F-HRTimeline
Legacy Bridge, LLC6,809$863K0.45%013F-HRTimeline
Bensler, LLC6,807$863K0.1%+213F-HRTimeline
BEARING POINT CAPITAL, LLC6,783$860K0.18%13F-HRTimeline
Gryphon Financial Partners LLC6,778$859K0.12%+19313F-HRTimeline
Round Rock Advisors LLC6,766$858K0.18%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,757$856K0.06%-9613F-HRTimeline
Haverford Trust Co6,755$856K0.01%013F-HRTimeline
World Investment Advisors6,735$854K0.02%+3,73713F-HRTimeline
Next Capital Management LLC6,717$851K0.35%013F-HRTimeline
Cassady Schiller Wealth Management, LLC6,714$851K0.31%-49013F-HRTimeline
Stonebridge Financial Planning Group, L…6,705$850K0.38%-5513F-HRTimeline
Garden State Investment Advisory Servic…6,678$847K0.26%013F-HRTimeline
CENTRAL TRUST Co6,650$843K0.02%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,643$842K0.01%-13713F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.6,623$839K0.07%-7413F-HRTimeline
FIRST UNITED BANK & TRUST6,525$827K0.3%-3513F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC6,438$816K0.06%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,435$816K0.02%013F-HRTimelineGroup
Wolf Group Capital Advisors8,440$816K0.39%013F-HRTimeline
Heritage Wealth Advisors6,434$816K0.04%013F-HRTimeline
Sage Mountain Advisors LLC6,411$813K0.06%+2,84813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,409$812K0.02%+3,56913F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,391$810K0.05%013F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC6,384$809K0.15%013F-HRTimeline
AMJ Financial Wealth Management6,361$806K0.22%+2,91813F-HRTimeline
Northeast Financial Consultants Inc6,331$802K0.03%013F-HRTimeline
WEALTH ALLIANCE, LLC6,329$802K0.1%+3,66213F-HRTimeline
Global Wealth Strategies & Associates6,277$796K0.25%-2113F-HRTimeline
Fulton Bank, N.A.6,263$794K0.03%013F-HRTimeline
GUIDANCE CAPITAL, INC5,844$793K0.24%-11213F-HRTimeline
OARSMAN CAPITAL, INC.6,241$791K0.14%+42413F-HRTimeline
APPLETON PARTNERS INC/MA6,226$789K0.06%013F-HRTimeline
Strategic Financial Concepts, LLC6,175$783K0.15%+29113F-HR/ATimeline
Madison Asset Management, LLCgroup of 2 filers holding6,156$780K+3,028Timeline
NBT BANK, N.A.in group NBT BANK, N.A.6,147$779K0.05%013F-HRTimelineGroup
Financial Alternatives, Inc6,140$778K0.55%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…6,128$777K0.29%+36513F-HRTimeline
IEQ CAPITAL, LLC6,122$776K0.01%new13F-HRTimeline
Richardson Capital Management LLC6,119$776K0.49%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,033$765K<0.01%-57313F-HRTimelineGroup
Viewpoint Capital Management LLC6,000$760K0.4%013F-HRTimeline
Private Portfolio Partners LLC5,995$760K0.14%013F-HRTimeline
Pathway Financial Advisors LLC5,950$754K0.17%013F-HRTimeline
GREENLEAF TRUST5,879$745K0.01%-1,45013F-HRTimeline
Magnus Financial Group LLC5,873$744K0.07%+213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,850$741K0.04%-9513F-HRTimeline
BlueSky Wealth Advisors, LLC5,850$741K0.12%013F-HRTimeline
HB Wealth Management, LLC5,849$741K0.01%+7713F-HRTimeline
Belpointe Asset Management LLC6,504$740K0.04%+91013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp5,781$733K0.02%-713F-HRTimelineGroup
Standard Family Office LLC5,778$732K0.89%013F-HRTimeline
Investmark Advisory Group LLC5,736$727K0.36%+9913F-HRTimeline
OneDigital Investment Advisors LLC5,727$726K0.01%+39213F-HRTimeline
Perigon Wealth Management, LLC5,513$725K0.02%-14513F-HRTimeline
DIVERSIFIED TRUST CO5,708$723K0.02%+29513F-HRTimeline
Manchester Capital Management LLC5,693$722K0.08%013F-HRTimeline
Washington Trust Bank5,670$719K0.07%-77313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FWG Investments, LLC.5,659$717K0.56%-3213F-HRTimeline
First Western Trust Bank5,656$717K0.03%+11913F-HRTimeline
Flagship Private Wealth, LLC5,616$712K0.34%+56913F-HRTimeline
SAXON INTERESTS, INC.5,545$703K0.31%-19313F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC5,522$700K0.32%-89113F-HRTimeline
Rockwood Wealth Management, LLC5,451$695K0.08%013F-HRTimeline
Martin Worley Group5,470$693K0.43%13F-HRTimeline
Foundation Wealth Management, LLC\PA5,465$693K0.34%13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC5,462$692K0.04%013F-HRTimeline
HBK Sorce Advisory LLC5,445$690K0.02%013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC5,439$689K0.01%013F-HRTimelineGroup
Rossmore Private Capital5,428$688K0.09%013F-HRTimeline
Cornerstone Wealth Management, LLC5,422$687K0.05%+12513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC5,417$687K0.14%013F-HRTimeline
Ruggaard & Associates LLC5,381$682K0.3%-21913F-HRTimeline
Hill Investment Group Partners, LLC5,373$681K0.09%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.5,363$680K0.02%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,324$675K<0.01%+52313F-HRTimelineGroup
Red Tortoise LLC5,310$673K0.35%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.5,288$670K0.14%-33213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,281$669K0.04%013F-HRTimelineGroup
MERIDIAN MANAGEMENT CO5,200$659K0.17%013F-HRTimeline
Betterment LLC5,178$656K<0.01%+4813F-HRTimeline
NTV Asset Management LLC5,151$653K0.09%-40013F-HRTimeline
Owen LaRue, LLC5,143$652K0.34%+513F-HRTimeline
Sharkey, Howes & Javer5,103$647K0.09%013F-HRTimeline
VIAWEALTH, LLC5,086$645K0.39%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,076$643K0.02%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI5,050$640K0.1%+3,00013F-HRTimeline
Chicago Wealth Management, Inc.5,036$638K0.33%-413F-HRTimeline
WHITE PINE CAPITAL LLC5,012$635K0.21%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,962$629K0.04%+6013F-HRTimelineGroup
BAILARD, INC.4,959$629K0.02%013F-HRTimeline
L. Roy Papp & Associates, LLP4,939$626K0.07%+50113F-HRTimeline
Bragg Financial Advisors, Inc4,903$621K0.03%-18713F-HRTimeline
GRIES FINANCIAL LLC4,900$621K0.11%013F-HRTimeline
Global Wealth Management Investment Adv…4,881$619K0.13%-99613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,880$619K0.02%+50913F-HRTimeline
TRUST CO OF VERMONT4,873$618K0.03%+22913F-HRTimeline
AIRE ADVISORS, LLC4,828$612K0.13%+213F-HRTimeline
Pure Financial Advisors, LLC4,809$610K0.01%+20713F-HRTimeline
Providence Capital Advisors, LLC4,808$609K0.12%013F-HRTimeline
EVOKE WEALTH, LLC4,808$609K0.02%+4113F-HRTimeline
LVW Advisors, LLC4,799$608K0.07%new13F-HRTimeline
Ballentine Partners, LLC4,760$603K0.01%013F-HRTimeline
First International Bank & Trust4,745$601K0.19%013F-HRTimeline
Gilbert & Cook, Inc.4,738$601K0.08%-23713F-HRTimeline
FDx Advisors, Inc.4,713$597K0.17%-16113F-HRTimeline
WealthPLAN Partners, LLC4,694$595K0.08%-51113F-HRTimeline
Principle Wealth Partners LLC4,670$592K0.04%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.4,656$590K0.27%013F-HRTimeline
Jackson Hole Capital Partners, LLC4,608$584K0.12%013F-HRTimeline