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Disclosery

IWP ISHARES TR

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ETF (fund)

1,167 managers (1,184 13F filers) reported a position in IWP shares at 2026-03-31, 112,395,348 shares in all. 58 filers opened a position and 99 filers sold out during the quarter.

Managers
1,167
13F filers
1,184
New
58
Added
383
Reduced
376
Sold out
99
Shares held by filers
112,395,348

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
One Day In July LLC10,842$1.39M0.11%+19713F-HRTimeline
Key Capital Management, INC10,730$1.37M0.91%+6,44013F-HRTimeline
Prime Capital Investment Advisors, LLC10,712$1.37M0.02%-33713F-HRTimeline
Dynamic Financial Group10,694$1.37M1.12%+72813F-HRTimeline
OneDigital Investment Advisors LLC10,686$1.37M0.01%+5,15913F-HRTimeline
Glass Jacobson Investment Advisors llc10,685$1.37M0.47%013F-HRTimeline
WHITTIER TRUST CO10,277$1.33M0.02%-5213F-HRTimeline
James J. Burns & Company, LLC10,403$1.33M0.18%-23513F-HRTimeline
SAX WEALTH ADVISORS, LLC9,709$1.33M0.06%013F-HRTimeline
Vertrix Wealth Management, LLC10,293$1.32M0.49%13F-HRTimeline
Eldridge Investment Advisors, Inc.10,293$1.32M0.29%-25513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK10,257$1.31M0.01%new13F-HRTimelineGroup
Taylor & Morgan Wealth Management, LLC10,245$1.31M0.75%-22113F-HRTimeline
Stegner Investment Associates Inc.10,236$1.31M0.72%+3,90013F-HRTimeline
Strategic Blueprint, LLC10,212$1.31M0.08%+5,46113F-HRTimeline
Foundations Investment Advisors, LLC10,179$1.3M0.02%+16313F-HRTimeline
Asempa Wealth Advisors10,068$1.3M1.13%+1,56413F-HRTimeline
HBK Sorce Advisory LLC9,423$1.29M0.03%+5,00113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC10,083$1.29M0.15%013F-HRTimeline
Cranbrook Wealth Management, LLC10,035$1.29M0.26%013F-HRTimeline
Belpointe Asset Management LLC10,022$1.28M0.05%-8713F-HRTimeline
Dynamic Advisor Solutions LLC9,917$1.27M0.04%-65813F-HRTimeline
Phillip James Consulting Co.3,412$1.26M0.96%new13F-HRTimeline
CENTRAL TRUST Co9,840$1.26M0.02%+19513F-HRTimeline
HB Wealth Management, LLC9,772$1.25M0.01%-713F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,755$1.25M0.05%-8,02213F-HRTimeline
Walsh & Associates, LLC9,661$1.24M1.23%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…9,658$1.24M0.01%-4713F-HRTimeline
ASPIRIANT, LLC9,618$1.23M0.04%-4,13913F-HRTimeline
DRW Securities, LLC9,524$1.22M0.07%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,468$1.21M0.02%-5913F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.9,445$1.21M0.03%013F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC9,431$1.21M0.1%+99913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC9,398$1.2M0.15%+2,14913F-HRTimeline
LANARK FINANCIAL, INC.9,391$1.2M0.09%+36113F-HRTimeline
GTS SECURITIES LLC9,390$1.2M0.04%new13F-HRTimeline
BHK Investment Advisors, LLC9,301$1.19M0.4%-5013F-HRTimeline
Lifelong Wealth Advisors, Inc.9,297$1.19M0.32%-2,23513F-HRTimeline
MONECO ADVISORS, LLC9,294$1.19M0.09%+73213F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI9,275$1.19M0.2%013F-HRTimeline
Reynders McVeigh Capital Management, LLC9,250$1.19M0.06%013F-HRTimeline
Duncan Williams Asset Management, LLC9,232$1.18M0.33%-12613F-HRTimeline
PACK Private Wealth, LLC9,031$1.16M0.53%013F-HRTimeline
EVOKE WEALTH, LLC8,943$1.15M0.02%+113F-HRTimeline
Parkside Financial Bank & Trust8,912$1.14M0.09%+2,38713F-HRTimeline
TSFG, LLC8,845$1.13M0.17%+6113F-HRTimeline
Holland Advisory Services, Inc.8,825$1.13M1.51%+313F-HRTimeline
MATTERS CAPITAL LLC8,793$1.13M1%+1613F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC8,779$1.12M0.41%-11,57613F-HRTimeline
Orin Green Financial, LLC8,767$1.12M0.46%+8013F-HRTimeline
Brooklyn Investment Group8,672$1.11M0.03%+1,82313F-HRTimeline
Jacobs Equity LLC7,928$1.1M0.99%+21513F-HRTimeline
Wealth Management Partners, LLC8,563$1.1M0.31%-14213F-HRTimeline
Vise Technologies, Inc.7,933$1.09M0.02%013F-HRTimeline
Fulton Bank, N.A.8,446$1.08M0.04%+97513F-HRTimeline
Smith Salley Wealth Management8,431$1.08M0.05%+1213F-HRTimeline
Brickley Wealth Management8,330$1.07M0.18%-6113F-HRTimeline
National Philanthropic Trust8,324$1.07M0.01%013F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP8,299$1.06M<0.01%-9,98113F-HRTimeline
Essential Investment Partners LLC8,285$1.06M0.98%+42613F-HRTimeline
Greenline Wealth Management LLC8,278$1.06M1.22%-2,63913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,241$1.06M0.02%-2,24413F-HRTimelineGroup
1ST SOURCE BANK8,184$1.05M0.05%-5,12513F-HRTimeline
World Investment Advisors8,165$1.05M0.02%+4213F-HRTimeline
Legacy Capital Wealth Partners, LLC8,138$1.04M0.21%+1,06813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,123$1.04M0.02%-1513F-HRTimelineGroup
BCS Wealth Management8,092$1.04M0.21%-8,09213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,081$1.04M0.05%+4213F-HRTimeline
GFS Advisors, LLC8,000$1.02M0.13%013F-HR/ATimeline
AFT, FORSYTH & COMPANY, INC.7,997$1.02M0.48%013F-HRTimeline
Stonebridge Capital Advisors LLC7,974$1.02M0.07%-1,00713F-HRTimeline
Callan Family Office, LLC7,892$1.01M0.02%-36013F-HRTimeline
BEARING POINT CAPITAL, LLC7,887$1.01M0.16%013F-HRTimeline
GARRISON POINT ADVISORS, LLC7,858$1.01M0.46%013F-HRTimeline
REBALANCE, LLC7,852$1.01M0.06%+413F-HRTimeline
Valued Retirements, Inc.7,816$1M0.98%-58413F-HRTimeline
Choate Investment Advisors7,760$994K0.02%013F-HRTimeline
PARK NATIONAL CORP /OH/7,745$992K0.03%new13F-HRTimeline
True Link Financial Advisors, LLC7,740$992K0.06%-35413F-HR/ATimeline
Canandaigua National Trust Co of Florida7,707$987K0.79%+75213F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management7,640$979K0.14%013F-HRTimelineGroup
Harbour Capital Advisors, LLC7,105$972K0.19%013F-HRTimeline
WealthPlan Investment Management, LLC7,517$963K0.05%+2,86613F-HRTimeline
Gryphon Financial Partners LLC7,509$962K0.1%+67713F-HRTimeline
Key Financial Inc7,505$962K0.17%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,486$959K0.26%-22913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,420$951K0.01%+2,22813F-HRTimeline
Sound View Wealth Advisors Group, LLC7,416$950K0.06%-513F-HRTimeline
Brand Asset Management Group, Inc.7,354$942K0.25%new13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC7,315$937K0.62%+3,52413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,257$930K0.06%-13113F-HRTimeline
Bedel Financial Consulting, Inc.7,189$921K0.11%-20213F-HRTimeline
Roberts Financial Services LLC7,160$917K0.29%-1,67013F-HRTimeline
Ipswich Investment Management Co., Inc.7,150$916K0.22%new13F-HRTimeline
Visionary Wealth Advisors7,103$910K0.04%+69613F-HRTimeline
Revolve Wealth Partners, LLC7,040$902K0.12%-613F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC7,000$897K0.49%013F-HRTimeline
Biondo Investment Advisors, LLC6,987$895K0.11%-14,79813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,986$895K<0.01%+1,34913F-HRTimeline
Linscomb Wealth, Inc.6,949$890K0.04%-8813F-HRTimeline
Lee, Kelleher & Klein Wealth Management6,885$882K0.52%013F-HRTimeline
American Trust6,848$877K0.08%-9313F-HRTimeline
Fortis Capital Advisors, LLC6,810$873K0.11%-8713F-HRTimeline
DAVENPORT & Co LLC6,779$869K<0.01%+31013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,766$867K0.02%+5113F-HRTimelineGroup
Clearwave Capital, LLC6,686$857K0.59%+16113F-HRTimeline
Strategic Financial Concepts, LLC6,682$856K0.21%new13F-HRTimeline
APPLETON PARTNERS INC/MA6,672$855K0.06%013F-HRTimeline
SIGNATUREFD, LLC6,635$850K0.01%+813F-HRTimeline
Affiance Financial, LLC6,631$850K0.14%-55513F-HRTimeline
Annex Advisory Services, LLC6,605$846K0.02%+13513F-HRTimeline
Garden State Investment Advisory Servic…6,558$840K0.2%+113F-HRTimeline
Sowell Financial Services LLC6,460$828K0.03%-58,33513F-HRTimeline
Sunbelt Securities, Inc.6,441$825K0.05%+2,15213F-HRTimeline
Princeton Global Asset Management LLC6,423$823K0.13%-12113F-HRTimeline
Stonebridge Financial Planning Group, L…6,379$817K0.3%+8113F-HRTimeline
Keel Point, LLC6,327$811K0.05%-2,53713F-HRTimeline
Legacy Bridge, LLC6,317$809K0.31%+813F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/6,273$804K0.92%-14113F-HRTimeline
OARSMAN CAPITAL, INC.6,273$804K0.1%-1,41013F-HRTimeline
GREENWOOD GEARHART LLC6,272$804K0.04%new13F-HRTimeline
GRANVILLE CAPITAL, INC.6,250$801K0.42%013F-HRTimeline
Wise Wealth Partners6,211$796K1.08%-8013F-HRTimeline
DAVIS R M INC6,161$789K0.01%-1513F-HRTimeline
BAYBAN6,156$789K0.69%013F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.7,833$788K0.12%new13F-HRTimeline
Round Rock Advisors LLC6,150$788K0.12%+113F-HRTimeline
Financial Alternatives, Inc6,140$787K0.42%013F-HRTimeline
Richardson Capital Management LLC6,137$786K0.38%013F-HRTimeline
Plancorp, LLC6,015$784K0.02%+13413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC6,074$778K0.12%013F-HRTimeline
FIRST UNITED BANK & TRUST6,048$775K0.25%-1213F-HRTimeline
LMCG INVESTMENTS, LLC6,016$771K0.05%-1,25813F-HRTimeline
Octavia Wealth Advisors, LLC6,012$770K0.07%-3813F-HRTimeline
SAXON INTERESTS, INC.6,008$770K0.27%-5,23513F-HRTimeline
Viewpoint Capital Management LLC6,000$769K0.36%013F-HRTimeline
Pathway Financial Advisors LLC5,950$769K0.1%013F-HRTimeline
Midwest Capital Advisors, LLC5,962$764K0.36%-3113F-HRTimeline
Cornerstone Planning Group LLC5,485$754K0.1%+5,12813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,883$754K0.19%+19713F-HRTimeline
RVW Wealth, LLC5,870$752K0.06%+313F-HRTimeline
Capital Square, LLC5,512$750K0.35%-2,67413F-HRTimeline
GREENLEAF TRUST5,852$750K0.01%-2413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,841$748K0.03%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp5,819$746K0.02%013F-HRTimelineGroup
ELLERSON GROUP INC /ADV5,814$745K0.49%013F-HRTimeline
Gateway Wealth Partners, LLC5,784$741K0.03%+2,89713F-HRTimeline
Investmark Advisory Group LLC5,725$734K0.31%+33013F-HRTimeline
NTV Asset Management LLC5,705$731K0.08%013F-HRTimeline
Cornerstone Wealth Management, LLC5,641$723K0.04%-713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,545$710K0.05%+13613F-HRTimelineGroup
Savvy Advisors, Inc.5,535$709K0.02%+48313F-HRTimeline
ROCKLAND TRUST CO5,490$703K0.03%+18013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,461$700K-24Timeline
Decker Wealth Management LLC5,452$699K0.16%013F-HRTimeline
Rockwood Wealth Management, LLC5,451$698K0.05%013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC5,439$697K0.01%013F-HRTimelineGroup
Flagship Private Wealth, LLC5,379$689K0.28%-1513F-HRTimeline
Global Wealth Strategies & Associates5,318$681K0.17%+1213F-HRTimeline
Magnus Financial Group LLC5,305$680K0.06%-67113F-HRTimeline
Red Tortoise LLC5,290$678K0.28%-2013F-HRTimeline
Pure Financial Advisors, LLC5,280$676K0.01%-5113F-HRTimeline
Olistico Wealth, LLC5,241$672K0.33%-71713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC5,239$671K0.2%+2,99213F-HRTimeline
Ballentine Partners, LLC5,233$670K0.01%+3113F-HRTimeline
MERIDIAN MANAGEMENT CO5,200$666K0.17%013F-HRTimeline
Ruggaard & Associates LLC5,200$666K0.26%013F-HRTimeline
Clark Capital Management Group, Inc.5,179$664K<0.01%-3913F-HRTimeline
Gilbert & Cook, Inc.5,142$659K0.09%013F-HRTimeline
DT Investment Partners, LLC5,124$656K0.05%+3,00013F-HRTimeline
Sharkey, Howes & Javer5,103$654K0.09%013F-HRTimeline
White Knight Strategic Wealth Advisors,…5,096$653K0.55%-5613F-HRTimeline
L. Roy Papp & Associates, LLP5,093$653K0.08%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp5,071$650K0.04%+113F-HRTimelineGroup
Bensler, LLC5,068$649K0.07%013F-HRTimeline
October Effect Ltd5,064$649K0.75%+5313F-HRTimeline
HANCOCK WHITNEY CORP4,753$648K0.01%+1,04213F-HRTimeline
Valmark Advisers, Inc.5,033$645K0.01%-5013F-HRTimeline
Owen LaRue, LLC5,024$644K0.25%-6613F-HRTimeline
Foundation Wealth Management, LLC\PA5,017$643K0.23%013F-HRTimeline
Manchester Capital Management LLC5,016$643K0.09%013F-HRTimeline
WHITE PINE CAPITAL LLC5,012$642K0.17%013F-HR/ATimeline
First Western Trust Bank4,965$636K0.03%-11913F-HRTimeline
Bragg Financial Advisors, Inc4,964$636K0.02%+1313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,957$635K0.03%-8,44713F-HRTimelineGroup
BAILARD, INC.4,929$632K0.01%013F-HRTimeline
WealthCare Investment Partners, LLC4,811$628K0.17%+4313F-HRTimeline
AIRE ADVISORS, LLC4,832$619K0.11%+113F-HRTimeline
Providence Capital Advisors, LLC4,808$616K0.1%013F-HRTimeline
RENASANT BANK4,761$610K0.43%-1,55313F-HRTimeline
Financial Sense Advisors, Inc.4,738$607K0.12%+32213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,725$605K0.1%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…4,722$605K0.18%-67213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,684$600K0.03%-10113F-HRTimelineGroup
Principle Wealth Partners LLC4,670$598K0.03%013F-HRTimeline
Advisory Advocates, LLC4,610$591K0.6%013F-HRTimeline
Jackson Hole Capital Partners, LLC4,608$590K0.1%013F-HRTimeline
Values Added Financial LLC4,603$590K0.25%013F-HRTimeline
UPTICK PARTNERS, LLC4,595$589K0.12%-44113F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4,504$577K0.12%-52413F-HRTimeline