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Disclosery

IWP ISHARES TR

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ETF (fund)

1,153 managers (1,166 13F filers) reported a position in IWP shares at 2025-09-30, 112,337,872 shares in all. 61 filers opened a position and 58 filers sold out during the quarter.

Managers
1,153
13F filers
1,166
New
61
Added
358
Reduced
370
Sold out
58
Shares held by filers
112,337,872

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
FAS Wealth Partners, Inc.10,945$1.56M0.11%+63013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,876$1.55M0.03%+94013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,881$1.55M0.03%+24613F-HRTimelineGroup
One Day In July LLC10,685$1.52M0.13%+2813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …10,610$1.51M<0.01%+7,15413F-HRTimelineGroup
Eldridge Investment Advisors, Inc.10,548$1.5M0.34%+50013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,529$1.5M0.03%+14213F-HRTimelineGroup
James J. Burns & Company, LLC10,523$1.5M0.22%+25313F-HRTimeline
Taylor & Morgan Wealth Management, LLC10,470$1.49M0.92%-38713F-HRTimeline
National Philanthropic Trust10,431$1.49M0.02%013F-HRTimeline
WHITTIER TRUST CO10,329$1.48M0.02%013F-HRTimeline
Belpointe Asset Management LLC10,335$1.47M0.06%-27813F-HRTimeline
Dynamic Advisor Solutions LLC10,306$1.47M0.04%+5513F-HRTimeline
Cadence Bank10,257$1.46M0.09%-2513F-HRTimeline
Choate Investment Advisors10,060$1.43M0.03%-8313F-HRTimeline
Cranbrook Wealth Management, LLC10,035$1.43M0.29%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,014$1.43M0.03%013F-HRTimeline
EVOKE WEALTH, LLC9,887$1.41M0.03%+87613F-HRTimeline
Virtue Capital Management, LLC14,350$1.41M0.22%+5,07413F-HR/ATimeline
Dynamic Financial Group9,837$1.4M1.22%-10713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.9,808$1.4M0.03%013F-HRTimelineGroup
TSFG, LLC9,789$1.39M0.22%-1,99913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO9,747$1.39M0.3%-30013F-HRTimeline
Proactive Wealth Strategies LLC9,722$1.38M0.6%+813F-HRTimeline
CENTRAL TRUST Co9,645$1.37M0.03%+2,99913F-HRTimeline
Stonebridge Capital Advisors LLC9,520$1.36M0.1%-2,26213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,517$1.36M0.08%-35713F-HRTimeline
Duncan Williams Asset Management, LLC9,386$1.34M0.38%-20713F-HRTimeline
MIdWestOne Financial Group, Inc.9,378$1.34M0.16%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,326$1.33M0.02%-2,24513F-HRTimelineGroup
BHK Investment Advisors, LLC9,255$1.32M0.49%013F-HRTimeline
Reynders McVeigh Capital Management, LLC9,250$1.32M0.06%013F-HRTimeline
Next Capital Management LLC9,235$1.32M0.44%+513F-HRTimeline
HB Wealth Management, LLC9,199$1.31M0.01%+94513F-HRTimeline
Orin Green Financial, LLC9,104$1.3M0.52%013F-HRTimeline
Roberts Financial Services LLC9,088$1.29M0.42%-15813F-HRTimeline
Strata Wealth Advisors, LLC9,033$1.29M0.34%013F-HRTimeline
PACK Private Wealth, LLC9,031$1.29M0.61%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,984$1.28M<0.01%+5,67113F-HRTimelineGroup
Keel Point, LLC8,906$1.27M0.08%-2813F-HRTimeline
Holland Advisory Services, Inc.8,872$1.26M1.74%-4313F-HRTimeline
Olistico Wealth, LLC8,841$1.26M0.67%-59613F-HRTimeline
Wealth Management Partners, LLC8,737$1.24M0.4%-12413F-HRTimeline
LANARK FINANCIAL, INC.8,735$1.24M0.1%+17913F-HRTimeline
Kingdom Financial Group LLC.8,603$1.23M0.75%-4,92213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,590$1.22M0.09%+36113F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding8,499$1.21M-2,355Timeline
MONECO ADVISORS, LLC8,477$1.21M0.1%-8513F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI8,425$1.2M0.18%013F-HRTimeline
Smith Salley Wealth Management8,419$1.2M0.06%-1,35013F-HRTimeline
Brickley Wealth Management8,392$1.2M0.21%-20013F-HRTimeline
KINTRA WEALTH, LLC8,336$1.19M0.67%+34113F-HRTimeline
Callan Family Office, LLC8,170$1.16M0.04%+31313F-HRTimeline
True Link Financial Advisors, LLC8,094$1.15M0.07%-1,42313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,048$1.15M0.02%-3,96213F-HRTimelineGroup
Betterment LLC8,043$1.15M<0.01%-1,26813F-HRTimeline
Capital Square, LLC8,006$1.14M0.58%+29013F-HRTimeline
GFS Advisors, LLC8,000$1.14M0.15%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.7,995$1.14M0.55%013F-HRTimeline
Wilmington Savings Fund Society, FSB7,994$1.14M0.03%-4,46413F-HR/ATimeline
SIGNATUREFD, LLC7,897$1.12M0.02%+25813F-HRTimeline
REBALANCE, LLC7,831$1.12M0.07%+613F-HRTimeline
AMJ Financial Wealth Management7,826$1.11M0.27%-3813F-HRTimeline
OARSMAN CAPITAL, INC.7,683$1.09M0.15%-5813F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management7,640$1.09M0.15%013F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC7,616$1.08M0.45%+21613F-HRTimeline
LMCG INVESTMENTS, LLC7,595$1.08M0.06%-17813F-HRTimeline
Allworth Financial LP7,539$1.07M<0.01%+1213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,509$1.07M0.27%-6813F-HRTimeline
Coppell Advisory Solutions LLC7,470$1.07M0.11%-1713F-HRTimeline
Key Financial Inc7,505$1.07M0.2%-2,48013F-HRTimeline
Fulton Bank, N.A.7,471$1.06M0.04%013F-HRTimeline
Sound View Wealth Advisors Group, LLC7,427$1.06M0.07%-39513F-HRTimeline
World Investment Advisors7,427$1.06M0.02%-20413F-HRTimeline
Revolve Wealth Partners, LLC7,370$1.05M0.13%+32413F-HRTimeline
RENASANT BANK7,342$1.05M0.66%-50513F-HRTimeline
Bedel Financial Consulting, Inc.7,283$1.04M0.13%+8613F-HRTimeline
Foundations Investment Advisors, LLC7,278$1.04M0.02%+4,09513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,273$1.04M0.08%+64413F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,264$1.03M0.05%+82813F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV7,210$1.03M0.28%+12913F-HRTimeline
Octavia Wealth Advisors, LLC7,189$1.02M0.1%+12313F-HRTimeline
Affiance Financial, LLC7,186$1.02M0.19%013F-HRTimeline
Harbour Capital Advisors, LLC7,105$1.01M0.21%013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/7,094$1.01M1.11%-6213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC7,056$1M0.07%-1,62113F-HRTimeline
Linscomb Wealth, Inc.7,037$1M0.04%013F-HRTimeline
Valued Retirements, Inc.7,206$999K1.13%013F-HRTimeline
Legacy Capital Wealth Partners, LLC7,009$998K0.22%-16013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC7,000$997K0.52%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,000$997K<0.01%-2,70013F-HRTimeline
Fortis Capital Advisors, LLC6,973$993K0.16%-9813F-HRTimeline
Lee, Kelleher & Klein Wealth Management6,885$980K0.6%-10713F-HRTimeline
Gryphon Financial Partners LLC6,820$971K0.11%-32113F-HRTimeline
Bensler, LLC6,812$970K0.1%+213F-HRTimeline
Visionary Wealth Advisors6,805$969K0.05%+1,14013F-HRTimeline
CSM Advisors, LLC6,800$968K0.03%new13F-HRTimeline
Canandaigua National Trust Co of Florida6,786$966K0.77%-26013F-HRTimeline
Valmark Advisers, Inc.6,762$963K0.01%-21313F-HRTimeline
BLB&B Advisors, LLC6,704$955K0.04%+5713F-HRTimeline
APPLETON PARTNERS INC/MA6,672$950K0.06%+44613F-HRTimeline
Garden State Investment Advisory Servic…6,630$944K0.24%+113F-HRTimeline
BEARING POINT CAPITAL, LLC6,613$942K0.16%013F-HRTimeline
Princeton Global Asset Management LLC6,562$934K0.16%013F-HRTimeline
Parkside Financial Bank & Trust6,488$924K0.07%+3,99213F-HRTimeline
Annex Advisory Services, LLC6,467$921K0.02%+25213F-HRTimeline
Round Rock Advisors LLC6,429$916K0.15%-6413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,415$914K0.02%-5513F-HRTimelineGroup
Legacy Bridge, LLC6,309$898K0.37%013F-HRTimeline
Vise Technologies, Inc.6,299$897K0.03%new13F-HRTimeline
Wise Wealth Partners6,290$896K1.37%+15913F-HRTimeline
DAVENPORT & Co LLC6,287$895K<0.01%+36913F-HRTimeline
Stonebridge Financial Planning Group, L…6,241$889K0.33%-26713F-HRTimeline
DAVIS R M INC6,176$880K0.02%+40613F-HRTimeline
Legacies Wealth LLC6,168$878K0.57%-22,20113F-HRTimeline
Financial Alternatives, Inc6,140$874K0.53%013F-HRTimeline
Richardson Capital Management LLC6,137$874K0.42%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC6,099$869K0.04%-48713F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC6,074$865K0.14%013F-HRTimeline
FIRST UNITED BANK & TRUST6,060$863K0.28%-5013F-HRTimeline
Viewpoint Capital Management LLC6,000$854K0.38%013F-HRTimeline
Midwest Capital Advisors, LLC5,951$848K0.41%-2713F-HRTimeline
Pathway Financial Advisors LLC5,950$847K0.11%013F-HRTimeline
Cornerstone Wealth Management, LLC5,913$842K0.05%-1813F-HRTimeline
Plancorp, LLC5,881$838K0.03%-92813F-HRTimeline
GREENLEAF TRUST5,876$837K0.01%-313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,853$833K<0.01%+72813F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.5,841$832K0.04%-913F-HRTimeline
Providence Capital Advisors, LLC5,832$831K0.14%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp5,819$829K0.02%013F-HRTimelineGroup
Savvy Advisors, Inc.5,758$820K0.04%+3,72913F-HRTimeline
NTV Asset Management LLC5,705$812K0.09%+12913F-HRTimeline
Manchester Capital Management LLC5,693$811K0.11%013F-HRTimeline
Global Wealth Strategies & Associates5,688$810K0.21%-26413F-HRTimeline
Heritage Wealth Advisors5,652$805K0.04%013F-HRTimeline
Magnus Financial Group LLC5,648$804K0.06%-713F-HRTimeline
Strategic Financial Concepts, LLC5,601$798K0.12%-15113F-HRTimeline
Ballentine Partners, LLC5,559$792K0.01%+79913F-HRTimeline
B.O.S.S. Retirement Advisors, LLC5,541$789K0.19%-5,56513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,523$787K-52Timeline
SouthState Bank Corpin group SouthState Bank Corp5,493$782K0.04%-93313F-HRTimelineGroup
Flagship Private Wealth, LLC5,482$781K0.31%+20413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC5,462$778K0.04%013F-HRTimeline
Rockwood Wealth Management, LLC5,451$776K0.06%-813F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC5,439$775K0.01%013F-HRTimelineGroup
Rossmore Private Capital5,428$773K0.08%013F-HRTimeline
ROCKLAND TRUST CO5,418$772K0.03%+14713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC5,417$771K0.13%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,409$770K0.05%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,373$765K0.05%+11513F-HRTimeline
Pure Financial Advisors, LLC5,323$758K0.01%-66613F-HRTimeline
Investmark Advisory Group LLC5,321$758K0.33%-8013F-HRTimeline
Red Tortoise LLC5,310$756K0.33%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,298$754K<0.01%+81313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,286$753K0.02%-1,22513F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…5,286$753K0.25%+19813F-HRTimeline
GUIDANCE CAPITAL, INC5,227$753K0.2%-31813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,278$752K0.01%-1,54313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,217$743K0.01%new13F-HRTimelineGroup
MERIDIAN MANAGEMENT CO5,200$741K0.2%013F-HRTimeline
Ruggaard & Associates LLC5,200$741K0.28%013F-HRTimeline
First Western Trust Bank5,199$740K0.03%-62113F-HRTimeline
Clark Capital Management Group, Inc.5,179$738K<0.01%+1,26113F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.5,178$737K0.12%new13F-HRTimeline
October Effect Ltd5,173$737K0.81%+18813F-HRTimeline
Owen LaRue, LLC5,156$734K0.29%+413F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.5,144$733K0.14%-42313F-HRTimeline
WealthPLAN Partners, LLC5,125$730K0.11%-25813F-HRTimeline
White Knight Strategic Wealth Advisors,…5,106$727K0.57%-6313F-HRTimeline
Sharkey, Howes & Javer5,103$727K0.09%013F-HRTimeline
L. Roy Papp & Associates, LLP5,092$725K0.08%+113F-HRTimeline
VIAWEALTH, LLC5,086$724K0.4%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL5,085$724K0.02%+93813F-HRTimeline
My Personal CFO, LLC5,017$714K0.28%new13F-HRTimeline
Foundation Wealth Management, LLC\PA5,017$714K0.28%-44813F-HRTimeline
WHITE PINE CAPITAL LLC5,012$714K0.2%013F-HRTimeline
Chicago Wealth Management, Inc.4,986$710K0.31%013F-HRTimeline
Bragg Financial Advisors, Inc4,951$705K0.02%013F-HRTimeline
OneDigital Investment Advisors LLC4,950$705K0.01%-51313F-HRTimeline
Strategic Blueprint, LLC4,943$704K0.03%+3,34913F-HRTimeline
BAILARD, INC.4,929$702K0.02%-3013F-HRTimeline
CERTUITY, LLC4,928$702K0.05%+3,16113F-HRTimeline
AIRE ADVISORS, LLC4,831$688K0.12%013F-HRTimeline
GRIES FINANCIAL LLC4,800$684K0.11%013F-HRTimeline
WEALTH ALLIANCE, LLC4,739$675K0.07%+2,19713F-HRTimeline
Gilbert & Cook, Inc.4,730$674K0.09%-813F-HRTimeline
WealthCare Investment Partners, LLC4,700$667K0.22%+15913F-HRTimeline
Principle Wealth Partners LLC4,670$665K0.04%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.4,656$663K0.24%013F-HRTimeline
WealthPlan Investment Management, LLC4,654$663K0.04%-3,04213F-HRTimeline
TRUST CO OF VERMONT4,633$660K0.03%-24013F-HRTimeline
Jackson Hole Capital Partners, LLC4,608$656K0.11%013F-HRTimeline
Values Added Financial LLC4,603$656K0.29%013F-HRTimeline
HBK Sorce Advisory LLC4,549$650K0.02%013F-HR/ATimeline
Brooklyn Investment Group4,719$648K0.09%+28313F-HR/ATimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,544$647K0.08%+2,88913F-HRTimeline
RFG Advisory, LLC4,529$645K0.01%-6013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,519$644K0.04%-1613F-HRTimelineGroup
Elm3 Financial Group, LLC4,516$643K0.53%-12413F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,507$642K<0.01%-8613F-HRTimelineGroup