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Disclosery

IWP ISHARES TR

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ETF (fund)

1,154 managers (1,169 13F filers) reported a position in IWP shares at 2025-06-30, 102,862,628 shares in all. 123 filers opened a position and 47 filers sold out during the quarter.

Managers
1,154
13F filers
1,169
New
123
Added
334
Reduced
375
Sold out
47
Shares held by filers
102,862,628

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SAX WEALTH ADVISORS, LLC11,382$1.58M0.1%+31813F-HRTimeline
Lion Street Advisors, LLC11,373$1.58M0.48%-46313F-HRTimeline
Clearstead Trust, LLC11,329$1.57M0.3%+1713F-HRTimeline
Prime Capital Investment Advisors, LLC11,140$1.54M0.02%-69713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC11,106$1.54M0.39%-1,20813F-HRTimeline
WILLNER & HELLER, LLC11,095$1.54M1.3%-77713F-HRTimeline
Parallel Advisors, LLC11,036$1.53M0.03%+1,34613F-HRTimeline
Glass Jacobson Investment Advisors llc10,985$1.52M0.59%-50813F-HRTimeline
Taylor & Morgan Wealth Management, LLC10,857$1.51M1.02%-9813F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding10,854$1.51M-2,851Timeline
One Day In July LLC10,657$1.48M0.13%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,635$1.47M0.03%+16113F-HRTimelineGroup
Belpointe Asset Management LLC10,613$1.47M0.06%+8213F-HRTimeline
National Philanthropic Trust10,431$1.45M0.02%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,387$1.44M0.03%+36313F-HRTimelineGroup
Arax Advisory Partners8,126$1.44M0.07%-163,88813F-HRTimeline
WHITTIER TRUST CO10,329$1.43M0.02%013F-HRTimeline
FAS Wealth Partners, Inc.10,315$1.43M0.11%-11713F-HRTimeline
Cadence Bank10,282$1.43M0.09%-4113F-HRTimeline
James J. Burns & Company, LLC10,270$1.42M0.23%-2813F-HRTimeline
Dynamic Advisor Solutions LLC10,251$1.42M0.04%+38213F-HRTimeline
Choate Investment Advisors10,143$1.41M0.03%+2,38313F-HRTimeline
Eldridge Investment Advisors, Inc.10,048$1.39M0.29%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO10,047$1.39M0.31%-2,29013F-HRTimeline
Cranbrook Wealth Management, LLC10,035$1.39M0.3%-10713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,014$1.39M0.03%-7813F-HRTimeline
Key Financial Inc9,985$1.38M0.28%+4213F-HRTimeline
Dynamic Financial Group9,944$1.38M1.33%+2,44213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC9,936$1.38M0.03%+1,94413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,874$1.37M0.09%-7913F-HR/ATimeline
AlTi Global, Inc.in group AlTi Global, Inc.9,808$1.36M0.03%-81613F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV9,804$1.36M0.41%+1813F-HRTimeline
Smith Salley Wealth Management9,769$1.35M0.08%-5013F-HRTimeline
Proactive Wealth Strategies LLC9,714$1.35M0.64%-6513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC9,700$1.35M<0.01%new13F-HRTimeline
Friday Financial9,622$1.33M0.68%013F-HRTimeline
Duncan Williams Asset Management, LLC9,593$1.33M0.42%013F-HR/ATimeline
True Link Financial Advisors, LLC9,517$1.32M0.09%013F-HRTimeline
Olistico Wealth, LLC9,437$1.31M0.73%-12,78813F-HRTimeline
MIdWestOne Financial Group, Inc.9,378$1.3M0.17%013F-HRTimeline
Capital Squared Financial LLC9,358$1.3M1.51%13F-HRTimeline
Betterment LLC9,311$1.29M<0.01%+1,97113F-HRTimeline
Virtue Capital Management, LLC9,276$1.29M0.24%-2,93713F-HRTimeline
BHK Investment Advisors, LLC9,255$1.28M0.5%+20013F-HRTimeline
Reynders McVeigh Capital Management, LLC9,250$1.28M0.06%013F-HRTimeline
Roberts Financial Services LLC9,246$1.28M0.44%+4813F-HRTimeline
Next Capital Management LLC9,230$1.28M0.47%+1,28713F-HRTimeline
Orin Green Financial, LLC9,104$1.26M0.53%-7413F-HRTimeline
Strata Wealth Advisors, LLC9,033$1.25M0.35%013F-HRTimeline
PACK Private Wealth, LLC9,031$1.25M0.66%013F-HRTimeline
EVOKE WEALTH, LLC9,011$1.25M0.03%+4,20313F-HRTimeline
Keel Point, LLC8,934$1.24M0.08%-95313F-HRTimeline
Holland Advisory Services, Inc.8,915$1.24M1.81%-6713F-HRTimeline
Wealth Management Partners, LLC8,861$1.24M0.44%-3513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,677$1.2M0.09%+3,88313F-HRTimeline
Brickley Wealth Management8,592$1.19M0.23%-13613F-HRTimeline
MONECO ADVISORS, LLC8,562$1.19M0.11%-34613F-HRTimeline
LANARK FINANCIAL, INC.8,556$1.19M0.1%-38013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI8,425$1.17M0.19%+7513F-HRTimeline
HB Wealth Management, LLC8,254$1.14M0.01%+43713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,229$1.14M0.09%+37713F-HRTimeline
GFS Advisors, LLC8,000$1.11M0.15%013F-HRTimeline
KINTRA WEALTH, LLC7,995$1.11M0.67%new13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.7,995$1.11M0.57%+213F-HRTimeline
Atria Wealth Solutions, Inc.7,869$1.1M0.02%-14,93213F-HRTimeline
AMJ Financial Wealth Management7,864$1.09M0.28%-54413F-HRTimeline
Callan Family Office, LLC7,857$1.09M0.03%-22913F-HRTimeline
RENASANT BANK7,847$1.09M0.73%-38413F-HRTimeline
REBALANCE, LLC7,825$1.09M0.07%+813F-HRTimeline
Sound View Wealth Advisors Group, LLC7,822$1.08M0.08%-113F-HRTimeline
LMCG INVESTMENTS, LLC7,773$1.08M0.07%-713F-HRTimeline
OARSMAN CAPITAL, INC.7,741$1.07M0.17%013F-HRTimeline
WealthPlan Investment Management, LLC7,696$1.07M0.08%+9513F-HRTimeline
Capital Square, LLC7,716$1.06M0.57%+3313F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management7,640$1.06M0.16%013F-HRTimelineGroup
SIGNATUREFD, LLC7,639$1.06M0.02%-1,93913F-HRTimeline
World Investment Advisors7,631$1.06M0.02%-3313F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,577$1.05M0.28%+713F-HRTimeline
Allworth Financial LP7,527$1.04M0.01%+72813F-HRTimeline
Fulton Bank, N.A.7,471$1.04M0.04%+1,20813F-HRTimeline
Coppell Advisory Solutions LLC7,487$1.03M0.12%new13F-HR/ATimeline
GARRISON POINT ADVISORS, LLC7,400$1.03M0.47%+4913F-HRTimeline
Valued Retirements, Inc.7,206$999K1.13%-2,34013F-HRTimeline
Bedel Financial Consulting, Inc.7,197$998K0.14%-7213F-HRTimeline
Affiance Financial, LLC7,186$997K0.2%-3613F-HRTimeline
Legacy Capital Wealth Partners, LLC7,169$994K0.23%+2813F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/7,156$992K1.14%-9313F-HRTimeline
Gryphon Financial Partners LLC7,141$990K0.13%-1,23013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,106$985K0.05%-2,52013F-HRTimelineGroup
MARSHALL FINANCIAL GROUP INC /ADV7,081$982K0.29%+613F-HRTimeline
Harbour Capital Advisors, LLC7,105$982K0.21%013F-HRTimeline
Fortis Capital Advisors, LLC7,071$981K0.18%-8913F-HRTimeline
Octavia Wealth Advisors, LLC7,066$980K0.11%-28413F-HRTimeline
Canandaigua National Trust Co of Florida7,046$977K0.69%+3,55513F-HRTimeline
Revolve Wealth Partners, LLC7,046$977K0.13%-32413F-HRTimeline
Linscomb Wealth, Inc.7,037$976K0.04%013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC7,000$971K0.54%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management6,992$970K0.64%013F-HRTimeline
Valmark Advisers, Inc.6,975$967K0.01%+213F-HRTimeline
Northeast Financial Consultants Inc6,831$947K0.04%+10013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,821$946K0.01%+38313F-HRTimeline
Bensler, LLC6,810$944K0.11%+213F-HRTimeline
Plancorp, LLC6,809$944K0.03%+2,04713F-HRTimeline
Haverford Trust Co6,731$933K0.01%013F-HRTimeline
BLB&B Advisors, LLC6,647$922K0.04%-1,03113F-HRTimeline
CENTRAL TRUST Co6,646$922K0.02%-413F-HRTimeline
Garden State Investment Advisory Servic…6,629$919K0.25%-4913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.6,629$919K0.07%+313F-HRTimeline
BEARING POINT CAPITAL, LLC6,613$917K0.17%-17013F-HRTimeline
LOWE BROCKENBROUGH & CO INC6,586$913K0.05%-1,03213F-HRTimeline
Princeton Global Asset Management LLC6,562$910K0.17%013F-HRTimeline
Stonebridge Financial Planning Group, L…6,508$903K0.38%-5213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,511$902K0.03%-10,41113F-HRTimelineGroup
Round Rock Advisors LLC6,493$900K0.16%+4113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,470$897K0.02%+2613F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.6,436$893K0.05%-1,74713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,426$891K0.04%-4413F-HRTimelineGroup
Atria Investments, Inc6,363$882K0.01%+65613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,362$882K0.01%+2,67313F-HRTimelineGroup
Legacy Bridge, LLC6,309$875K0.42%-50013F-HRTimeline
APPLETON PARTNERS INC/MA6,226$863K0.06%013F-HRTimeline
Annex Advisory Services, LLC6,215$862K0.02%+2,26313F-HRTimeline
Financial Alternatives, Inc6,140$851K0.55%013F-HRTimeline
Richardson Capital Management LLC6,137$851K0.45%-113F-HRTimeline
Wise Wealth Partners6,131$850K1.42%+1,89713F-HRTimeline
FIRST UNITED BANK & TRUST6,110$847K0.3%-26513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC6,074$842K0.15%-31013F-HRTimeline
Viewpoint Capital Management LLC6,000$832K0.41%013F-HRTimeline
Pure Financial Advisors, LLC5,989$831K0.01%+1,59913F-HRTimeline
Midwest Capital Advisors, LLC5,978$829K0.44%-89513F-HRTimeline
Global Wealth Strategies & Associates5,952$825K0.24%-14213F-HRTimeline
Pathway Financial Advisors LLC5,950$825K0.12%013F-HRTimeline
Cornerstone Wealth Management, LLC5,931$822K0.05%+49713F-HRTimeline
DAVENPORT & Co LLC5,918$821K<0.01%+1,53513F-HRTimeline
GTS SECURITIES LLC5,884$816K0.04%+3,48913F-HRTimeline
GREENLEAF TRUST5,879$815K0.01%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,850$811K0.04%013F-HRTimeline
Providence Capital Advisors, LLC5,832$809K0.15%+1,02413F-HRTimeline
First Western Trust Bank5,820$807K0.04%-7613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp5,819$807K0.02%+2813F-HRTimelineGroup
DAVIS R M INC5,770$800K0.01%+1,04513F-HRTimeline
Strategic Financial Concepts, LLC5,752$798K0.11%-34713F-HRTimeline
Manchester Capital Management LLC5,693$790K0.1%013F-HRTimeline
Visionary Wealth Advisors5,665$786K0.04%new13F-HRTimeline
Magnus Financial Group LLC5,655$784K0.07%-12013F-HRTimeline
Heritage Wealth Advisors5,652$784K0.04%013F-HRTimeline
NTV Asset Management LLC5,576$773K0.09%+42513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,575$773K-1,492Timeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.5,567$772K0.15%-713F-HRTimeline
GUIDANCE CAPITAL, INC5,545$772K0.22%-4713F-HRTimeline
Foundation Wealth Management, LLC\PA5,465$758K0.33%013F-HRTimeline
OneDigital Investment Advisors LLC5,463$758K0.01%+87513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC5,462$757K0.05%013F-HRTimeline
Rockwood Wealth Management, LLC5,459$757K0.07%+813F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC5,439$754K0.01%013F-HRTimelineGroup
Rossmore Private Capital5,428$753K0.09%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC5,417$751K0.14%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,409$750K0.05%-73813F-HRTimelineGroup
Perigon Wealth Management, LLC5,409$750K0.02%-10413F-HRTimeline
Investmark Advisory Group LLC5,401$749K0.35%-42013F-HRTimeline
WealthPLAN Partners, LLC5,383$747K0.12%+44213F-HRTimeline
Red Tortoise LLC5,310$736K0.36%013F-HRTimeline
MERIDIAN MANAGEMENT CO5,200$735K0.2%013F-HRTimeline
DIVERSIFIED TRUST CO5,283$733K0.02%-37513F-HRTimeline
Flagship Private Wealth, LLC5,278$732K0.31%-6313F-HR/ATimeline
ROCKLAND TRUST CO5,271$731K0.04%-27413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,258$729K0.05%-1413F-HRTimeline
Ruggaard & Associates LLC5,200$721K0.29%-18113F-HRTimeline
NewEdge Wealth, LLC5,137$721K0.01%-1,18613F-HRTimeline
FIRST AMERICAN TRUST, FSB5,187$719K0.06%-2613F-HRTimeline
White Knight Strategic Wealth Advisors,…5,169$717K0.61%-3013F-HRTimeline
Owen LaRue, LLC5,152$714K0.3%+513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,125$710K<0.01%-11113F-HR/ATimelineGroup
Sharkey, Howes & Javer5,103$708K0.09%013F-HRTimeline
L. Roy Papp & Associates, LLP5,091$706K0.08%+113F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…5,088$706K0.23%-1,05713F-HRTimeline
VIAWEALTH, LLC5,086$705K0.42%013F-HRTimeline
WHITE PINE CAPITAL LLC5,012$695K0.22%013F-HRTimeline
Chicago Wealth Management, Inc.4,986$691K0.33%-1413F-HRTimeline
October Effect Ltd4,985$691K0.83%13F-HRTimeline
BAILARD, INC.4,959$688K0.02%013F-HRTimeline
Bragg Financial Advisors, Inc4,951$687K0.02%+4813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,887$685K0.03%+3,17013F-HRTimelineGroup
TRUST CO OF VERMONT4,873$676K0.03%013F-HRTimeline
AIRE ADVISORS, LLC4,831$670K0.13%+213F-HRTimeline
GRIES FINANCIAL LLC4,800$666K0.12%-10013F-HRTimeline
Ballentine Partners, LLC4,760$660K0.01%013F-HRTimeline
Gilbert & Cook, Inc.4,738$657K0.09%013F-HRTimeline
Principle Wealth Partners LLC4,670$648K0.04%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.4,656$646K0.25%013F-HRTimeline
Elm3 Financial Group, LLC4,640$643K0.54%-37913F-HRTimeline
Jackson Hole Capital Partners, LLC4,608$639K0.12%013F-HRTimeline
Values Added Financial LLC4,603$638K0.31%013F-HRTimeline
Empower Advisory Group, LLC4,593$637K<0.01%+2,68313F-HRTimeline
RFG Advisory, LLC4,589$636K0.01%-1,70413F-HRTimeline
WealthCare Investment Partners, LLC4,541$636K0.23%+9013F-HRTimeline
HBK Sorce Advisory LLC4,549$631K0.02%-89613F-HRTimeline
FWG Investments, LLC.4,539$630K0.48%new13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,535$629K0.04%+313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,485$622K<0.01%+76913F-HRTimeline