IWP ISHARES TR

ETF (fund)

1,076 managers (1,091 13F filers) reported a position in IWP shares at 2025-03-31, 105,835,470 shares in all. 55 filers opened a position and 87 filers sold out during the quarter.

Managers: 1,076
13F filers: 1,091
New: 55
Added: 337
Reduced: 381
Sold out: 87
Shares held by filers: 105,835,470

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
BRADLEY FOSTER & SARGENT INC/CT	11,246	$1.32M	0.02%	0	13F-HR Timeline
LUTS & GREENLEIGH GROUP, INC.	11,087	$1.3M	1.29%	-13	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	11,064	$1.3M	0.09%	+394	13F-HR Timeline
Taylor & Morgan Wealth Management, LLC	10,955	$1.29M	0.97%	-201	13F-HR Timeline
One Day In July LLC	10,657	$1.25M	0.13%	+64	13F-HR Timeline
AlTi Global, Inc.in group AlTi Global, Inc.	10,624	$1.25M	0.03%	-494	13F-HR Timeline Group
Belpointe Asset Management LLC	10,531	$1.24M	0.06%	+4,027	13F-HR Timeline
TOWNSQUARE CAPITAL LLC	10,490	$1.23M	0.01%	-230	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	10,474	$1.23M	0.03%	-2,314	13F-HR Timeline Group
FAS Wealth Partners, Inc.	10,432	$1.23M	0.1%	-303	13F-HR Timeline
National Philanthropic Trust	10,431	$1.23M	0.02%	0	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	10,405	$1.22M	0.04%	+1,721	13F-HR Timeline
WHITTIER TRUST CO	10,329	$1.21M	0.02%	0	13F-HR Timeline
Cadence Bank	10,323	$1.21M	0.09%	-48	13F-HR Timeline
PLANNING DIRECTIONS INC	10,301	$1.21M	0.52%	new	13F-HR Timeline
James J. Burns & Company, LLC	10,298	$1.21M	0.22%	-106	13F-HR Timeline
Fiduciary Trust Coin group Fiduciary Trust Co	10,148	$1.19M	0.02%	-385	13F-HR Timeline Group
Cranbrook Wealth Management, LLC	10,142	$1.19M	0.28%	-473	13F-HR Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…	9,626	$1.19M	0.05%	-12,202	13F-HR Timeline Group
MISSION WEALTH MANAGEMENT, LP	10,092	$1.19M	0.03%	+153	13F-HR Timeline
Eldridge Investment Advisors, Inc.	10,048	$1.18M	0.27%	-40	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	9,953	$1.18M	0.09%	-671	13F-HR Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …	10,024	$1.18M	0.03%	+367	13F-HR Timeline Group
Key Financial Inc	9,943	$1.17M	0.25%	0	13F-HR Timeline
Keel Point, LLC	9,887	$1.16M	0.09%	+143	13F-HR Timeline
Friday Financial	9,622	$1.16M	0.69%	0	13F-HR Timeline
Dynamic Advisor Solutions LLC	9,869	$1.16M	0.04%	+524	13F-HR Timeline
Smith Salley Wealth Management	9,819	$1.15M	0.08%	-164	13F-HR Timeline
Composition Wealth, LLC	9,798	$1.15M	0.02%	-945	13F-HR Timeline
ROVIN CAPITAL /UT/ /ADV	9,786	$1.15M	0.37%	+731	13F-HR Timeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…	9,782	$1.15M	0.23%	+107	13F-HR Timeline Group
Proactive Wealth Strategies LLC	9,779	$1.15M	0.61%	+8	13F-HR Timeline
Parallel Advisors, LLC	9,690	$1.14M	0.03%	+1,018	13F-HR Timeline
Duncan Williams Asset Management, LLC	9,593	$1.13M	0.41%	-4	13F-HR Timeline
SIGNATUREFD, LLC	9,578	$1.13M	0.02%	+698	13F-HR Timeline
Park Place Capital Corp	9,554	$1.12M	0.3%	-4,659	13F-HR Timeline
Valued Retirements, Inc.	9,546	$1.12M	1.47%	+2,317	13F-HR Timeline
True Link Financial Advisors, LLC	9,517	$1.12M	0.08%	new	13F-HR Timeline
MIdWestOne Financial Group, Inc.	9,378	$1.1M	0.16%	-680	13F-HR Timeline
TUDOR INVESTMENT CORP ET AL	9,343	$1.1M	0.01%	new	13F-HR Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…	9,283	$1.09M	0.03%	-39	13F-HR Timeline Group
Reynders McVeigh Capital Management, LLC	9,250	$1.09M	0.06%	0	13F-HR Timeline
Roberts Financial Services LLC	9,198	$1.08M	0.21%	-1,558	13F-HR Timeline
BHK Investment Advisors, LLC	9,055	$1.06M	0.45%	-499	13F-HR Timeline
Strata Wealth Advisors, LLC	9,033	$1.06M	0.33%	0	13F-HR Timeline
PACK Private Wealth, LLC	9,031	$1.06M	0.63%	0	13F-HR Timeline
Wolf Group Capital Advisors	8,987	$1.06M	0.35%	+547	13F-HR Timeline
Holland Advisory Services, Inc.	8,982	$1.06M	1.6%	+36	13F-HR Timeline
LANARK FINANCIAL, INC.	8,936	$1.05M	0.09%	+8,928	13F-HR Timeline
MONECO ADVISORS, LLC	8,908	$1.05M	0.11%	+541	13F-HR/A Timeline
Wealth Management Partners, LLC	8,896	$1.05M	0.48%	-126	13F-HR Timeline
Brickley Wealth Management	8,728	$1.03M	0.21%	-274	13F-HR Timeline
Foundations Investment Advisors, LLC	8,712	$1.02M	0.02%	-3,069	13F-HR Timeline
Orin Green Financial, LLC	9,178	$1.01M	0.48%	new	13F-HR Timeline
American Trust	8,493	$998K	0.25%	-11,153	13F-HR Timeline
AMJ Financial Wealth Management	8,408	$988K	0.3%	+2,047	13F-HR Timeline
Gryphon Financial Partners LLC	8,371	$983K	0.14%	+1,593	13F-HR Timeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI	8,350	$981K	0.18%	+3,300	13F-HR Timeline
RENASANT BANK	8,231	$967K	0.64%	-4,267	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	8,183	$961K	0.04%	new	13F-HR Timeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…	8,180	$961K	0.03%	+19	13F-HR Timeline Group
Callan Family Office, LLC	8,086	$950K	0.07%	+9	13F-HR Timeline
GFS Advisors, LLC	8,000	$940K	0.19%	0	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	7,993	$939K	0.51%	0	13F-HR Timeline
WHITTIER TRUST CO OF NEVADA INC	7,992	$939K	0.02%	+2,916	13F-HR Timeline
Next Capital Management LLC	7,943	$933K	0.45%	+1,226	13F-HR Timeline
TRANSCEND CAPITAL ADVISORS, LLC	7,852	$923K	0.07%	+139	13F-HR Timeline
EPG Wealth Management LLC	7,839	$921K	0.26%	-1,217	13F-HR Timeline
Sound View Wealth Advisors Group, LLC	7,823	$919K	0.08%	-7	13F-HR Timeline
HB Wealth Management, LLC	7,817	$918K	0.01%	+1,968	13F-HR Timeline
REBALANCE, LLC	7,817	$918K	0.07%	+6	13F-HR Timeline
LMCG INVESTMENTS, LLC	7,780	$914K	0.06%	-1,279	13F-HR Timeline
Choate Investment Advisors	7,760	$912K	0.02%	0	13F-HR Timeline
OARSMAN CAPITAL, INC.	7,741	$909K	0.16%	+1,500	13F-HR Timeline
Capital Square, LLC	7,683	$903K	0.53%	+168	13F-HR Timeline
BLB&B Advisors, LLC	7,678	$902K	0.05%	+203	13F-HR Timeline
World Investment Advisors	7,664	$900K	0.02%	+929	13F-HR Timeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management	7,640	$898K	0.14%		13F-HR Timeline Group
LOWE BROCKENBROUGH & CO INC	7,618	$895K	0.06%	-62	13F-HR Timeline
Bedel Financial Consulting, Inc.	7,269	$895K	0.13%	+277	13F-HR Timeline
WealthPlan Investment Management, LLC	7,601	$893K	0.09%	-184	13F-HR Timeline
ATTICUS WEALTH MANAGEMENT, LLC	7,570	$889K	0.29%	-782	13F-HR Timeline
New Age Alpha Advisors, LLC	7,566	$889K	0.04%	-21,035	13F-HR Timeline
Dynamic Financial Group	7,502	$881K	0.88%	+180	13F-HR Timeline
Revolve Wealth Partners, LLC	7,370	$866K	0.13%	0	13F-HR Timeline
GARRISON POINT ADVISORS, LLC	7,351	$864K	0.42%	+99	13F-HR Timeline
Octavia Wealth Advisors, LLC	7,350	$864K	0.1%	-214	13F-HR Timeline
Betterment LLC	7,340	$862K	<0.01%	+2,162	13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	7,249	$852K	1.01%	0	13F-HR Timeline
Ashton Thomas Private Wealth, LLC	7,235	$850K	0.03%	+322	13F-HR Timeline
Affiance Financial, LLC	7,222	$849K	0.2%	0	13F-HR Timeline
Fortis Capital Advisors, LLC	7,160	$841K	0.17%	new	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	7,141	$839K	0.21%	+58	13F-HR Timeline
MARSHALL FINANCIAL GROUP INC /ADV	7,075	$831K	0.26%	+4	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	7,067	$830K		-126	Timeline Colonial Trust Co / SC: 6,267 (0.11%) 13F-HR Colonial Trust Advisors: 800 (0.01%) 13F-HR
Linscomb Wealth, Inc.	7,037	$827K	0.04%	-60	13F-HR Timeline
Legal & General Group Plcin group Legal & General Group Plc	7,000	$822K	<0.01%	-1,638	13F-HR Timeline Group
DELTA CAPITAL MANAGEMENT LLC	7,000	$822K	0.48%	0	13F-HR Timeline
Lee, Kelleher & Klein Wealth Management	6,992	$821K	0.6%	+107	13F-HR Timeline
Valmark Advisers, Inc.	6,973	$819K	0.01%	+1	13F-HR Timeline
Allworth Financial LP	6,799	$811K	<0.01%	-951	13F-HR Timeline
Midwest Capital Advisors, LLC	6,873	$807K	0.5%	-521	13F-HR Timeline
Clark Capital Management Group, Inc.	6,855	$805K	0.01%	0	13F-HR Timeline
Harbour Capital Advisors, LLC	7,105	$804K	0.2%	0	13F-HR Timeline
Legacy Bridge, LLC	6,809	$800K	0.45%	0	13F-HR Timeline
Bensler, LLC	6,808	$800K	0.1%	+1	13F-HR Timeline
BEARING POINT CAPITAL, LLC	6,783	$797K	0.17%	0	13F-HR Timeline
Northeast Financial Consultants Inc	6,731	$791K	0.04%	+400	13F-HR Timeline
Haverford Trust Co	6,731	$791K	0.01%	-24	13F-HR Timeline
Garden State Investment Advisory Servic…	6,678	$785K	0.25%	0	13F-HR Timeline
CENTRAL TRUST Co	6,650	$781K	0.02%	0	13F-HR Timeline
CAHABA WEALTH MANAGEMENT, INC.	6,626	$778K	0.06%	+3	13F-HR Timeline
Princeton Global Asset Management LLC	6,562	$771K	0.15%	-3,591	13F-HR Timeline
Stonebridge Financial Planning Group, L…	6,560	$771K	0.35%	-145	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	6,470	$760K	0.03%	+1,189	13F-HR Timeline Group
Round Rock Advisors LLC	6,452	$758K	0.14%	-314	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	6,444	$757K	0.02%	+9	13F-HR Timeline Group
QRG CAPITAL MANAGEMENT, INC.	6,438	$756K	0.01%	-205	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	6,384	$750K	0.14%	0	13F-HR Timeline
FIRST UNITED BANK & TRUST	6,375	$749K	0.28%	-150	13F-HR Timeline
NewEdge Wealth, LLC	6,323	$743K	0.01%	-7,675	13F-HR Timeline
RFG Advisory, LLC	6,293	$739K	0.02%	+2,600	13F-HR Timeline
Fulton Bank, N.A.	6,263	$736K	0.03%	0	13F-HR Timeline
APPLETON PARTNERS INC/MA	6,226	$731K	0.06%	0	13F-HR Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp	6,196	$728K	0.04%	-195	13F-HR Timeline Group
NBT BANK, N.A.in group NBT BANK, N.A.	6,147	$722K	0.05%	0	13F-HR Timeline Group
WALLED LAKE PLANNING & WEALTH MANAGEMEN…	6,145	$722K	0.26%	+17	13F-HR Timeline
Financial Alternatives, Inc	6,140	$721K	0.51%	0	13F-HR Timeline
Richardson Capital Management LLC	6,138	$721K	0.45%	+19	13F-HR Timeline
Strategic Financial Concepts, LLC	6,099	$717K	0.13%	-76	13F-HR Timeline
Global Wealth Strategies & Associates	6,094	$716K	0.22%	-183	13F-HR Timeline
Viewpoint Capital Management LLC	6,000	$705K	0.38%	0	13F-HR Timeline
GUIDANCE CAPITAL, INC	5,592	$700K	0.21%	-252	13F-HR Timeline
Pathway Financial Advisors LLC	5,950	$699K	0.13%	0	13F-HR Timeline
First Western Trust Bank	5,896	$693K	0.03%	+240	13F-HR Timeline
GREENLEAF TRUST	5,879	$691K	0.01%	0	13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	5,850	$687K	0.03%	0	13F-HR Timeline
Investmark Advisory Group LLC	5,821	$684K	0.34%	+85	13F-HR Timeline
Associated Banc-Corpin group Associated Banc-Corp	5,791	$680K	0.02%	+10	13F-HR Timeline Group
Magnus Financial Group LLC	5,775	$679K	0.07%	-98	13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	5,753	$676K	0.24%	+1,686	13F-HR Timeline
Atria Investments, Inc	5,707	$670K	0.01%	-7,103	13F-HR Timeline
Manchester Capital Management LLC	5,693	$669K	0.08%	0	13F-HR Timeline
DIVERSIFIED TRUST CO	5,658	$665K	0.02%	-50	13F-HR Timeline
Heritage Wealth Advisors	5,652	$664K	0.03%	-782	13F-HR Timeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	5,574	$655K	0.14%	+286	13F-HR Timeline
ROCKLAND TRUST CO	5,545	$651K	0.03%	-1,338	13F-HR Timeline
Perigon Wealth Management, LLC	5,513	$648K	0.02%	0	13F-HR Timeline
Foundation Wealth Management, LLC\PA	5,465	$642K	0.31%	0	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	5,462	$642K	0.05%	0	13F-HR Timeline
Rockwood Wealth Management, LLC	5,451	$640K	0.07%	0	13F-HR Timeline
HBK Sorce Advisory LLC	5,445	$640K	0.02%	0	13F-HR Timeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC	5,439	$639K	0.01%	0	13F-HR Timeline Group
Cornerstone Wealth Management, LLC	5,434	$638K	0.04%	+12	13F-HR Timeline
Rossmore Private Capital	5,428	$638K	0.08%	0	13F-HR Timeline
RETIREMENT INCOME SOLUTIONS, INC	5,417	$636K	0.13%	0	13F-HR Timeline
Ruggaard & Associates LLC	5,381	$632K	0.28%	0	13F-HR Timeline
Flagship Private Wealth, LLC	5,341	$628K	0.3%	-275	13F-HR Timeline
Red Tortoise LLC	5,310	$624K	0.33%	0	13F-HR Timeline
SAXON INTERESTS, INC.	5,292	$622K	0.29%	-253	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	5,272	$619K	0.05%	-1,485	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	5,236	$616K	<0.01%	-88	13F-HR Timeline Group
FIRST AMERICAN TRUST, FSB	5,213	$612K	0.06%	new	13F-HR Timeline
MERIDIAN MANAGEMENT CO	5,200	$611K	0.19%	0	13F-HR/A Timeline
White Knight Strategic Wealth Advisors,…	5,199	$611K	0.56%	-5,279	13F-HR Timeline
NAPATREE CAPITAL LLC	5,174	$608K	0.34%	-2,801	13F-HR Timeline
NTV Asset Management LLC	5,151	$605K	0.08%	0	13F-HR Timeline
Owen LaRue, LLC	5,147	$605K	0.3%	+4	13F-HR Timeline
Sharkey, Howes & Javer	5,103	$600K	0.09%	0	13F-HR Timeline
L. Roy Papp & Associates, LLP	5,090	$598K	0.07%	+151	13F-HR Timeline
VIAWEALTH, LLC	5,086	$598K	0.37%	0	13F-HR Timeline
Elm3 Financial Group, LLC	5,019	$590K	0.52%	+2,440	13F-HR Timeline
WHITE PINE CAPITAL LLC	5,012	$589K	0.2%	0	13F-HR Timeline
Chicago Wealth Management, Inc.	5,000	$587K	0.31%	-36	13F-HR Timeline
BAILARD, INC.	4,959	$583K	0.02%	0	13F-HR Timeline
WealthPLAN Partners, LLC	4,941	$581K	0.08%	+247	13F-HR Timeline
FOUNDERS FINANCIAL SECURITIES LLC	4,794	$578K	0.05%	-6,479	13F-HR Timeline
Bragg Financial Advisors, Inc	4,903	$576K	0.02%	0	13F-HR Timeline
GRIES FINANCIAL LLC	4,900	$576K	0.11%	0	13F-HR Timeline
TRUST CO OF VERMONT	4,873	$573K	0.03%	0	13F-HR Timeline
AIRE ADVISORS, LLC	4,829	$567K	0.12%	+1	13F-HR Timeline
Providence Capital Advisors, LLC	4,808	$565K	0.12%	0	13F-HR Timeline
EVOKE WEALTH, LLC	4,808	$565K	0.01%	0	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	4,779	$561K	0.01%	+446	13F-HR Timeline
Plancorp, LLC	4,762	$559K	0.02%	+2,942	13F-HR Timeline
Ballentine Partners, LLC	4,760	$559K	0.01%	0	13F-HR Timeline
Gilbert & Cook, Inc.	4,738	$557K	0.08%	0	13F-HR Timeline
DAVIS R M INC	4,725	$555K	0.01%	+325	13F-HR Timeline
FDx Advisors, Inc.	4,676	$549K	0.18%	-37	13F-HR Timeline
Principle Wealth Partners LLC	4,670	$549K	0.04%	0	13F-HR Timeline
MARYLAND CAPITAL ADVISORS INC.	4,656	$547K	0.24%	0	13F-HR Timeline
Jackson Hole Capital Partners, LLC	4,608	$541K	0.11%	0	13F-HR Timeline
Values Added Financial LLC	4,603	$541K	0.3%	0	13F-HR Timeline
OneDigital Investment Advisors LLC	4,588	$539K	0.01%	-1,139	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	4,532	$532K	0.03%	-430	13F-HR Timeline Group
Total Wealth Planning, LLC	4,490	$528K	0.08%	-74	13F-HR Timeline
Financial Insights, Inc.	4,467	$525K	0.21%	-127	13F-HR Timeline
BERKSHIRE ASSET MANAGEMENT LLC/PA	4,113	$521K	0.02%	-8	13F-HR Timeline
Global Wealth Management Investment Adv…	4,435	$521K	0.1%	-446	13F-HR Timeline
Stegner Investment Associates Inc.	4,405	$518K	0.36%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.