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Disclosery

IWP ISHARES TR

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ETF (fund)

1,223 managers (1,237 13F filers) reported a position in IWP shares at 2025-12-31, 116,864,824 shares in all. 81 filers opened a position and 65 filers sold out during the quarter.

Managers
1,223
13F filers
1,237
New
81
Added
403
Reduced
335
Sold out
65
Shares held by filers
116,864,824

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Clearstead Trust, LLC11,329$1.55M0.24%013F-HRTimeline
Friday Financial11,291$1.55M0.55%-1,13613F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.11,281$1.54M1.31%+14113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,876$1.54M0.03%013F-HRTimeline
SAXON INTERESTS, INC.11,243$1.54M0.54%-13,54013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV11,223$1.54M0.41%+24113F-HRTimeline
BLB&B Advisors, LLC11,216$1.54M0.06%+4,51213F-HRTimeline
FAS Wealth Partners, Inc.11,144$1.53M0.1%+19913F-HRTimeline
Prime Capital Investment Advisors, LLC11,049$1.51M0.02%+1413F-HRTimeline
MGO ONE SEVEN LLC11,036$1.51M0.03%+7,59713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,984$1.5M0.02%-62413F-HRTimelineGroup
Greenline Wealth Management LLC10,917$1.5M1.55%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,881$1.49M0.03%013F-HRTimelineGroup
Cornerstone Financial Management LLC10,808$1.48M1.39%13F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP10,796$1.48M0.03%+78213F-HRTimeline
WHITTIER TRUST CO10,329$1.47M0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc10,685$1.46M0.53%-29913F-HRTimeline
One Day In July LLC10,645$1.46M0.12%-4013F-HRTimeline
James J. Burns & Company, LLC10,638$1.46M0.2%+11513F-HRTimeline
Dynamic Advisor Solutions LLC10,575$1.45M0.05%+26913F-HRTimeline
Eldridge Investment Advisors, Inc.10,548$1.44M0.32%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,485$1.44M0.02%+2,43713F-HRTimelineGroup
Taylor & Morgan Wealth Management, LLC10,466$1.43M0.8%-413F-HRTimeline
Cadence Bank10,257$1.4M0.08%013F-HRTimeline
Integrated Wealth Concepts LLC10,189$1.4M0.02%-9,87513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,121$1.39M0.03%-40813F-HRTimelineGroup
Belpointe Asset Management LLC10,109$1.38M0.05%-22613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC10,083$1.38M0.16%+5,53913F-HRTimeline
Cranbrook Wealth Management, LLC10,035$1.37M0.27%013F-HRTimeline
Foundations Investment Advisors, LLC10,016$1.37M0.02%+2,73813F-HRTimeline
Dynamic Financial Group9,966$1.36M1.16%+12913F-HRTimeline
HB Wealth Management, LLC9,779$1.34M0.01%+58013F-HRTimeline
SAX WEALTH ADVISORS, LLC9,709$1.33M0.06%-1,74113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…9,705$1.33M0.01%new13F-HRTimeline
Proactive Wealth Strategies LLC9,690$1.33M0.53%-3213F-HRTimeline
Walsh & Associates, LLC9,661$1.32M1.3%13F-HRTimeline
CENTRAL TRUST Co9,645$1.32M0.03%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,626$1.32M0.08%+2,57013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,527$1.3M0.02%+20113F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.9,445$1.29M0.03%-36313F-HRTimelineGroup
MIdWestOne Financial Group, Inc.9,378$1.28M0.14%013F-HRTimeline
BHK Investment Advisors, LLC9,351$1.28M0.42%+9613F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI9,275$1.27M0.21%+85013F-HRTimeline
Reynders McVeigh Capital Management, LLC9,250$1.27M0.06%013F-HRTimeline
Next Capital Management LLC9,242$1.27M0.41%+713F-HRTimeline
Arax Advisory Partners9,159$1.25M0.04%new13F-HRTimeline
KINTRA WEALTH, LLC9,144$1.25M0.17%+80813F-HRTimeline
NewEdge Wealth, LLC9,109$1.25M0.01%+5,38313F-HRTimeline
Duncan Williams Asset Management, LLC9,358$1.25M0.31%-2813F-HRTimeline
PACK Private Wealth, LLC9,031$1.24M0.57%013F-HRTimeline
LANARK FINANCIAL, INC.9,030$1.24M0.09%+29513F-HRTimeline
Stonebridge Capital Advisors LLC8,981$1.23M0.09%-53913F-HRTimeline
EVOKE WEALTH, LLC8,942$1.22M0.02%-94513F-HRTimeline
Keel Point, LLC8,864$1.21M0.07%-4213F-HRTimeline
Roberts Financial Services LLC8,830$1.21M0.38%-25813F-HRTimeline
Holland Advisory Services, Inc.8,822$1.21M1.63%-5013F-HRTimeline
TSFG, LLC8,784$1.2M0.18%-1,00513F-HRTimeline
MATTERS CAPITAL LLC8,777$1.2M0.98%13F-HRTimeline
Wealth Management Partners, LLC8,705$1.19M0.34%-3213F-HRTimeline
Orin Green Financial, LLC8,687$1.19M0.48%-41713F-HRTimeline
MONECO ADVISORS, LLC8,562$1.17M0.09%+8513F-HRTimeline
Asempa Wealth Advisors8,504$1.16M1%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,432$1.15M0.09%-15813F-HRTimeline
Smith Salley Wealth Management8,419$1.15M0.06%013F-HRTimeline
Valued Retirements, Inc.8,400$1.15M1.12%+1,19413F-HRTimeline
Brickley Wealth Management8,391$1.15M0.19%-113F-HRTimeline
National Philanthropic Trust8,324$1.14M0.01%-2,10713F-HRTimeline
Callan Family Office, LLC8,252$1.13M0.02%+8213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC8,215$1.12M<0.01%-52,63013F-HRTimelineGroup
Capital Square, LLC8,186$1.12M0.57%+18013F-HRTimeline
Wilmington Savings Fund Society, FSB8,179$1.12M0.03%+18513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,138$1.11M0.02%-36113F-HRTimelineGroup
World Investment Advisors8,123$1.11M0.02%+69613F-HR/ATimeline
True Link Financial Advisors, LLC8,094$1.11M0.07%013F-HRTimeline
AMJ Financial Wealth Management8,071$1.11M0.27%+24513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,039$1.1M0.06%+2,66613F-HRTimeline
GFS Advisors, LLC8,000$1.1M0.13%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.7,997$1.1M0.47%+213F-HRTimeline
Cadent Capital Advisors, LLC7,972$1.09M0.29%new13F-HRTimeline
Linden Thomas Advisory Services, LLC7,965$1.09M0.11%new13F-HRTimeline
Vise Technologies, Inc.7,933$1.09M0.02%+1,63413F-HRTimeline
Marin Bay Wealth Advisors, LLC7,896$1.08M0.62%13F-HRTimeline
BEARING POINT CAPITAL, LLC7,887$1.08M0.17%+1,27413F-HRTimeline
Essential Investment Partners LLC7,859$1.08M1.01%13F-HRTimeline
GARRISON POINT ADVISORS, LLC7,858$1.08M0.48%+24213F-HRTimeline
REBALANCE, LLC7,848$1.07M0.06%+1713F-HRTimeline
WEDBUSH SECURITIES INC7,764$1.06M0.03%new13F-HRTimeline
Choate Investment Advisors7,760$1.06M0.02%-2,30013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,715$1.06M0.26%+20613F-HRTimeline
Jacobs Equity LLC7,713$1.06M1.02%13F-HRTimeline
OARSMAN CAPITAL, INC.7,683$1.05M0.14%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management7,640$1.05M0.15%013F-HRTimelineGroup
Coppell Advisory Solutions LLC7,470$1.03M0.1%013F-HRTimeline
Key Financial Inc7,505$1.03M0.19%013F-HRTimeline
Fulton Bank, N.A.7,471$1.02M0.04%013F-HRTimeline
Sound View Wealth Advisors Group, LLC7,421$1.02M0.07%-613F-HRTimeline
Bedel Financial Consulting, Inc.7,391$1.01M0.11%+10813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,388$1.01M0.07%+11513F-HRTimeline
LMCG INVESTMENTS, LLC7,274$996K0.06%-32113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC7,249$993K0.12%new13F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA7,200$986K0.61%new13F-HRTimeline
Affiance Financial, LLC7,186$984K0.16%013F-HRTimeline
Harbour Capital Advisors, LLC7,105$982K0.2%013F-HRTimeline
Legacy Capital Wealth Partners, LLC7,070$968K0.21%+6113F-HRTimeline
WEALTH ALLIANCE, LLC7,046$965K0.09%+2,30713F-HRTimeline
Revolve Wealth Partners, LLC7,046$965K0.11%-32413F-HRTimeline
Linscomb Wealth, Inc.7,037$964K0.04%013F-HRTimeline
Legacies Wealth LLC7,030$963K0.54%+86213F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC7,000$959K0.54%013F-HRTimeline
Canandaigua National Trust Co of Florida6,955$952K0.6%+16913F-HRTimeline
Brooklyn Investment Group6,849$952K0.04%+2,13013F-HRTimeline
American Trust6,941$950K0.08%-7,87113F-HRTimeline
Fortis Capital Advisors, LLC6,897$945K0.14%-7613F-HRTimeline
Lee, Kelleher & Klein Wealth Management6,885$943K0.56%013F-HRTimeline
Gryphon Financial Partners LLC6,832$936K0.1%+1213F-HRTimeline
CSM Advisors, LLC6,800$931K0.03%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,715$920K0.02%+30013F-HRTimelineGroup
APPLETON PARTNERS INC/MA6,672$914K0.06%013F-HRTimeline
SIGNATUREFD, LLC6,627$908K0.01%-1,27013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…6,589$902K0.3%-18,98513F-HRTimelineGroup
Garden State Investment Advisory Servic…6,557$898K0.21%-7313F-HRTimeline
Princeton Global Asset Management LLC6,544$896K0.15%-1813F-HRTimeline
Clearwave Capital, LLC6,525$894K0.66%13F-HRTimeline
Parkside Financial Bank & Trust6,525$893K0.07%+3713F-HRTimeline
Annex Advisory Services, LLC6,470$886K0.02%+313F-HRTimeline
DAVENPORT & Co LLC6,469$886K<0.01%+18213F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/6,414$878K1%-68013F-HRTimeline
Visionary Wealth Advisors6,407$877K0.04%-39813F-HRTimeline
Stegner Investment Associates Inc.6,336$868K0.46%+2,07213F-HRTimeline
RENASANT BANK6,314$865K0.59%-1,02813F-HRTimeline
Legacy Bridge, LLC6,309$864K0.35%013F-HRTimeline
Stonebridge Financial Planning Group, L…6,298$862K0.31%+5713F-HRTimeline
Wise Wealth Partners6,291$862K1.24%+113F-HRTimeline
GRANVILLE CAPITAL, INC.6,250$856K0.45%13F-HRTimeline
DAVIS R M INC6,176$846K0.01%013F-HRTimeline
Pathway Financial Advisors LLC5,950$844K0.11%013F-HRTimeline
BAYBAN6,156$843K0.75%13F-HRTimeline
Round Rock Advisors LLC6,149$842K0.13%-28013F-HR/ATimeline
Financial Alternatives, Inc6,140$841K0.49%013F-HRTimeline
Richardson Capital Management LLC6,137$840K0.42%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC6,074$832K0.13%013F-HRTimeline
FIRST UNITED BANK & TRUST6,060$830K0.26%013F-HRTimeline
Octavia Wealth Advisors, LLC6,050$828K0.08%-1,13913F-HRTimeline
Viewpoint Capital Management LLC6,000$822K0.36%013F-HRTimeline
Midwest Capital Advisors, LLC5,993$821K0.39%+4213F-HRTimeline
Magnus Financial Group LLC5,976$818K0.06%+32813F-HRTimeline
Olistico Wealth, LLC5,958$816K0.4%-2,88313F-HRTimeline
Plancorp, LLC5,881$805K0.02%013F-HRTimeline
GREENLEAF TRUST5,876$805K0.01%013F-HRTimeline
RVW Wealth, LLC5,867$803K0.06%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,841$800K0.03%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp5,819$797K0.02%013F-HRTimelineGroup
ELLERSON GROUP INC /ADV5,814$796K0.54%-15,59213F-HRTimeline
NTV Asset Management LLC5,705$781K0.08%013F-HRTimeline
Liberty Capital Management, Inc.5,683$778K0.14%+1,44513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,686$777K0.23%+1,45913F-HRTimeline
Heritage Wealth Advisors5,652$774K0.03%013F-HRTimeline
Cornerstone Wealth Management, LLC5,648$773K0.04%-26513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,637$772K<0.01%+33913F-HRTimeline
OneDigital Investment Advisors LLC5,527$757K0.01%+57713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,485$751K-38Timeline
OXFORD FINANCIAL GROUP, LTD. LLC5,462$748K0.04%013F-HRTimeline
Decker Wealth Management LLC5,452$747K0.16%13F-HRTimeline
Rockwood Wealth Management, LLC5,451$746K0.06%013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC5,439$745K0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.5,409$741K0.05%013F-HRTimelineGroup
Investmark Advisory Group LLC5,395$739K0.31%+7413F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…5,394$739K0.23%+10813F-HRTimeline
Flagship Private Wealth, LLC5,394$739K0.29%-8813F-HRTimeline
Pure Financial Advisors, LLC5,331$730K0.01%+813F-HRTimeline
Livet Wealth, LLC5,331$730K0.45%13F-HRTimeline
Vestmark Advisory Solutions, Inc.5,325$729K0.01%new13F-HRTimeline
Red Tortoise LLC5,310$727K0.31%013F-HRTimeline
ROCKLAND TRUST CO5,310$727K0.03%-10813F-HRTimeline
Global Wealth Strategies & Associates5,306$727K0.18%-38213F-HRTimeline
Clark Capital Management Group, Inc.5,218$715K<0.01%+3913F-HRTimeline
LVW Advisors, LLC5,216$714K0.07%new13F-HRTimeline
Ballentine Partners, LLC5,202$712K0.01%-35713F-HRTimeline
MERIDIAN MANAGEMENT CO5,200$712K0.18%013F-HRTimeline
Ruggaard & Associates LLC5,200$712K0.28%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,192$711K0.01%-8613F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.5,178$709K0.11%013F-HRTimeline
White Knight Strategic Wealth Advisors,…5,152$706K0.52%+4613F-HRTimeline
Gilbert & Cook, Inc.5,142$704K0.09%+41213F-HRTimeline
Sharkey, Howes & Javer5,103$699K0.09%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,100$698K0.03%+1,15713F-HRTimeline
L. Roy Papp & Associates, LLP5,093$697K0.08%+113F-HRTimeline
Owen LaRue, LLC5,090$697K0.27%-6613F-HRTimeline
First Western Trust Bank5,084$696K0.03%-11513F-HRTimeline
Valmark Advisers, Inc.5,083$696K0.01%-1,67913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp5,070$694K0.04%+55113F-HRTimelineGroup
Bensler, LLC5,068$694K0.07%-1,74413F-HRTimeline
Savvy Advisors, Inc.5,052$692K0.02%-70613F-HRTimeline
UPTICK PARTNERS, LLC5,036$690K0.15%+2,37713F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.5,028$689K0.14%-11613F-HRTimeline
WealthPLAN Partners, LLC5,020$687K0.1%-10513F-HRTimeline
Foundation Wealth Management, LLC\PA5,017$687K0.25%013F-HRTimeline
Manchester Capital Management LLC5,016$687K0.09%-67713F-HRTimeline
WHITE PINE CAPITAL LLC5,012$686K0.19%013F-HRTimeline
October Effect Ltd5,011$686K0.76%-16213F-HRTimeline