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IWP ISHARES TR

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ETF (fund)

1,206 managers (1,224 13F filers) reported a position in IWP shares at 2026-06-30, 111,972,542 shares in all. 97 filers opened a position and 52 filers sold out during the quarter.

Managers
1,206
13F filers
1,224
New
97
Added
354
Reduced
398
Sold out
52
Shares held by filers
111,972,542

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Elm3 Financial Group, LLC4,573$670K0.46%+8513F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC4,540$665K0.23%-4,23913F-HRTimeline
Performa Ltd (US), LLC4,468$654K0.11%+513F-HRTimeline
RENASANT BANK4,452$652K0.42%-30913F-HRTimeline
Asempa Wealth Advisors4,383$642K0.49%-5,68513F-HRTimeline
Legacies Wealth LLC4,375$641K0.35%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4,339$635K0.11%-16513F-HRTimeline
Valmark Advisers, Inc.4,293$629K0.01%-74013F-HRTimeline
Manchester Capital Management LLC4,288$628K0.08%-72813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC4,286$628K0.04%-15213F-HRTimeline
Trail Ridge Investment Advisors, LLC4,264$624K0.26%013F-HRTimeline
Chicago Wealth Management, Inc.4,246$622K0.22%-1013F-HRTimeline
VIAWEALTH, LLC4,236$620K0.31%013F-HRTimeline
Berman McAleer LLC4,207$616K0.07%+55813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,194$614K<0.01%-27,11613F-HRTimelineGroup
Icon Wealth Advisors, LLC4,192$614K0.04%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,183$612K0.04%+2313F-HRTimeline
Topsail Wealth Management, LLC4,180$612K0.08%-4013F-HRTimeline
William Allan Corp4,180$612K0.3%+413F-HRTimeline
Regal Investment Advisors LLC4,147$607K0.03%+78513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,725$605K0.1%013F-HRTimeline
NewEdge Wealth, LLC4,120$603K0.01%+38613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA4,096$600K0.02%013F-HRTimeline
SMITH, MOORE & CO.4,055$594K0.04%-7413F-HRTimeline
Fingerlakes Wealth Management, Inc.4,045$592K0.32%+513F-HRTimeline
Legacy Advisors, LLC4,008$587K0.05%013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA4,000$586K0.04%013F-HRTimeline
Werba Rubin Papier Wealth Management3,988$584K0.07%-10913F-HRTimeline
Carl P. Sherr & Co., LLC3,970$581K0.24%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL3,935$576K0.01%-7613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,918$574K0.01%+413F-HRTimeline
KKM Financial LLC3,909$572K0.08%013F-HRTimeline
Cohen Capital Management, Inc.3,901$571K0.08%+113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,832$559K<0.01%-49413F-HRTimelineGroup
BlueChip Wealth Advisors LLC3,812$558K0.21%013F-HRTimeline
Skyline Advisors, Inc.3,798$556K0.17%-1113F-HRTimeline
RHUMBLINE ADVISERS3,795$556K<0.01%+2,35913F-HRTimeline
MIDDLETON & CO INC/MA3,738$547K0.06%-8113F-HRTimeline
Prestige Wealth Management Group LLC3,729$546K0.1%-6513F-HRTimeline
CITY HOLDING CO3,704$542K0.06%+10313F-HRTimeline
New Age Alpha Advisors, LLC3,668$537K0.02%-7,33713F-HRTimeline
St. Clair Advisors, LLC3,658$536K0.14%013F-HRTimeline
Ullmann Wealth Partners Group, LLC3,632$532K0.05%013F-HRTimeline
Haverford Trust Co3,627$531K<0.01%-6713F-HRTimeline
Perigon Wealth Management, LLC3,623$530K0.01%-38413F-HRTimeline
FF Advisors,LLC3,620$530K0.2%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,607$528K0.03%+1413F-HRTimeline
ANDERSON HOAGLAND & CO3,600$527K0.04%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,584$525K0.01%-73013F-HRTimeline
BlueSky Wealth Advisors, LLC3,584$525K0.06%013F-HRTimeline
Granite Harbor Advisors, Inc.3,575$523K0.21%-59613F-HRTimeline
Sage Mountain Advisors LLC3,564$522K0.03%013F-HRTimeline
Texas Yale Capital Corp.3,561$521K0.01%013F-HRTimeline
Financial Insights, Inc.3,522$516K0.14%-40013F-HRTimeline
Bison Wealth, LLC3,554$513K0.05%-613F-HRTimeline
Aufman Associates Inc3,480$510K0.2%-1913F-HRTimeline
Orgel Wealth Management, LLC3,471$508K0.01%+31813F-HRTimeline
Strategies Wealth Advisors, LLC3,471$508K0.05%+113F-HRTimeline
PFG Investments, LLC3,461$507K0.02%-5913F-HRTimeline
CENTAURUS FINANCIAL, INC.3,453$506K0.02%-9513F-HRTimeline
FWG Investments, LLC.3,421$501K0.26%+31513F-HRTimeline
Navigation Wealth Management, Inc.3,417$500K0.69%+15113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,403$498K0.01%+1,46113F-HR/ATimeline
BURKE & HERBERT BANK & TRUST CO3,377$494K0.12%013F-HRTimeline
Trexquant Investment LP3,375$494K<0.01%new13F-HRTimeline
Granite Bay Wealth Management, LLC3,356$492K0.05%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC3,349$490K0.02%-15913F-HRTimeline
NWF Advisory Services Inc.3,347$490K0.05%-7113F-HRTimeline
Almanack Investment Partners, LLC.3,306$484K0.06%+5013F-HRTimeline
Independent Advisor Alliance3,304$484K0.01%-14,06113F-HRTimeline
Standard Family Office LLC3,300$483K0.42%013F-HRTimeline
Finley Financial, LLC3,300$483K0.19%013F-HRTimeline
Busey Bank3,272$479K0.01%013F-HRTimeline
Signal Advisors Wealth, LLC3,272$479K0.03%-5813F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC3,250$476K0.06%013F-HRTimeline
Caldwell Trust Co3,248$476K0.04%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,245$475K0.04%-42613F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC3,240$474K0.02%+58013F-HRTimeline
Moss Adams Wealth Advisors LLC3,238$474K0.03%-10213F-HRTimeline
Partners in Financial Planning3,205$469K0.07%013F-HRTimeline
Florida Trust Wealth Management Co3,197$468K0.01%+57113F-HRTimeline
R.H. Investment Group, LLC3,156$462K0.35%013F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC3,151$461K0.07%013F-HRTimeline
AdvisorNet Financial, Inc3,145$460K0.02%+33813F-HRTimeline
Roehl & Yi Investment Advisors, LLC3,142$460K0.15%013F-HRTimeline
FreeGulliver LLC3,139$460K0.16%+413F-HRTimeline
Old North State Trust, LLC3,135$459K0.24%-3113F-HRTimeline
Cascade Financial Partners, LLC3,123$457K0.04%+54313F-HRTimeline
Capital Advisors, Ltd. LLC3,108$455K0.05%013F-HRTimeline
LifePlan Investment Advisors, Inc.3,086$452K0.16%+8813F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC3,078$451K0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,072$450K<0.01%-46,66313F-HRTimelineGroup
SkyOak Wealth, LLC3,072$450K0.07%013F-HRTimeline
Qube Research & Technologies Ltd3,056$447K<0.01%+1,29413F-HRTimeline
IRON Financial LLC3,053$447K0.18%-6113F-HRTimeline
Continuum Advisory, LLC3,035$444K0.04%013F-HRTimeline
XY Planning Network, Inc.2,987$437K0.05%-3613F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp2,980$436K<0.01%013F-HRTimelineGroup
DIVERSIFIED TRUST CO2,978$436K0.01%+1,17013F-HRTimeline
Realta Investment Advisors2,977$436K0.14%-5313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,966$434K0.02%013F-HRTimeline
Joseph P. Lucia & Associates, LLC2,965$434K0.13%-37113F-HRTimeline
Cherry Tree Wealth Management, LLC2,958$433K0.08%013F-HRTimeline
True Link Financial Advisors, LLC2,948$432K0.02%-4,79213F-HR/ATimeline
Rothschild Capital Partners, LLC2,942$431K0.09%+88613F-HRTimeline
SAGE RHINO CAPITAL LLC2,924$428K0.07%013F-HRTimeline
BCS Private Wealth Management, Inc.2,920$428K0.13%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,913$426K0.02%+11313F-HRTimelineGroup
Performance Wealth Partners, LLC2,903$425K0.01%-513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC2,898$424K0.01%-17913F-HRTimeline
Gateway Wealth Partners, LLC2,892$423K0.03%-2,89213F-HRTimeline
KilterHowling LLC2,878$421K0.19%+313F-HRTimeline
Quest 10 Wealth Builders, Inc.2,864$419K0.33%+40513F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD2,860$419K<0.01%new13F-HRTimelineGroup
Marin Bay Wealth Advisors, LLC2,810$411K0.22%+113F-HR/ATimeline
Grant Private Wealth Management Inc2,807$411K0.17%+313F-HRTimeline
Goelzer Investment Management, Inc.2,790$408K0.02%013F-HRTimeline
Advisory Alpha, LLC2,788$408K0.01%+813F-HRTimeline
Evercore Wealth Management, LLC2,784$408K0.01%-71513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC2,780$407K0.09%013F-HRTimeline
Redhawk Wealth Advisors, Inc.2,778$407K0.04%+213F-HRTimeline
Syntegra Private Wealth Group, LLC2,766$405K0.03%013F-HRTimeline
Signature Equity Partners, LLC2,750$403K0.18%+19613F-HRTimeline
WealthTrust Axiom LLC2,742$401K0.09%-40013F-HRTimeline
Gotham Asset Management, LLC2,731$400K<0.01%new13F-HRTimeline
Madison Wealth Partners, Inc2,727$399K0.05%-21313F-HRTimeline
Paladin Partners, LLC2,720$398K0.26%013F-HRTimeline
Bogart Wealth, LLC2,713$397K0.01%+3013F-HRTimeline
CRA Financial Services, LLC2,713$397K0.05%013F-HRTimeline
GC Wealth Management RIA, LLC2,710$397K0.02%013F-HRTimeline
White Lighthouse Investment Management …2,704$396K0.05%+14713F-HRTimeline
Kelman-Lazarov, Inc.2,698$395K0.05%013F-HRTimeline
Trilogy Capital Inc.2,689$394K0.02%-2913F-HRTimeline
Elevated Capital Advisors, LLC2,686$393K0.11%013F-HRTimeline
CIBC WORLD MARKET INC.2,684$393K<0.01%+5213F-HRTimeline
BCGM Wealth Management, LLC2,684$393K0.08%013F-HRTimeline
Ironwood Investment Counsel, LLC2,681$393K0.05%+10613F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…2,676$392K0.04%013F-HRTimeline
Mason & Associates, LLC2,675$392K0.08%013F-HRTimeline
Joel Isaacson & Co., LLC2,670$391K0.01%+113F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC2,661$390K0.13%013F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC2,656$389K0.09%+40013F-HRTimeline
STEPH & CO2,650$388K0.1%-16313F-HRTimeline
Argent Advisors, Inc.2,650$388K0.1%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,665$386K0.02%-23213F-HRTimeline
Aspen Investment Management Inc2,638$386K0.1%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,636$386K0.04%013F-HR/ATimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS2,635$386K0.18%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC2,630$385K0.17%013F-HRTimeline
Wealth Care LLC2,620$384K0.31%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …2,600$381K0.02%013F-HRTimelineGroup
Livet Wealth, LLC2,600$381K0.22%013F-HRTimeline
Texas Capital Bank Wealth Management Se…2,597$380K0.02%-15813F-HRTimeline
Global Wealth Management Investment Adv…2,596$380K0.05%+25613F-HRTimeline
Breakwater Capital Group2,593$380K0.05%+3713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,578$378K0.11%-1213F-HRTimelineGroup
CAPITAL ADVISORS INC/OK2,552$374K0.01%-24313F-HRTimeline
TrueWealth Advisors, LLC2,552$374K0.08%013F-HRTimeline
Steelhead Wealth Management LLC2,549$373K0.15%013F-HRTimeline
Tassel Capital Management, Inc.2,547$373K0.17%013F-HRTimeline
Mayflower Financial Advisors, LLC2,540$372K0.03%-2413F-HRTimeline
Pacific Sun Financial Corp2,538$372K0.15%013F-HRTimeline
Paladin Advisory Group, LLC2,529$370K0.25%-4513F-HRTimeline
FIRST FINANCIAL CORP /IN/2,520$369K0.13%013F-HRTimeline
Stonebridge Financial Group, LLC / MO2,519$369K0.25%+113F-HRTimeline
Independence Bank of Kentucky2,509$367K0.04%-8813F-HRTimeline
PDS Planning, Inc2,504$367K0.02%+313F-HRTimeline
Baring Financial LLC2,503$367K0.2%+113F-HRTimeline
RiverGlades Family Offices LLC2,502$366K0.17%new13F-HRTimeline
Amplius Wealth Advisors, LLC2,500$366K0.03%-1613F-HRTimeline
Lavaca Capital LLC2,486$364K0.04%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,484$364K0.1%-2,75513F-HRTimeline
GLR Partners, LLC2,482$363K0.17%013F-HRTimeline
Radnor Capital Management, LLC2,479$363K0.05%013F-HRTimeline
Kovack Advisors, Inc.2,487$362K0.02%-59313F-HRTimeline
GeoWealth Management, LLC2,461$360K0.01%-29513F-HRTimeline
Kendall Capital Management2,447$358K0.06%+12913F-HRTimeline
Fortune Financial Advisors, LLC2,437$357K0.15%+113F-HRTimeline
Polaris Investment Advisors, LLC2,431$356K0.23%-1,10013F-HRTimeline
Capital Investment Counsel, LLC2,425$355K0.04%-5713F-HRTimeline
New England Professional Planning Group…2,410$353K0.13%+63213F-HRTimeline
PIONEER TRUST BANK N A/OR2,400$351K0.08%013F-HRTimeline
EWA, LLC2,394$351K0.06%+113F-HRTimeline
Abacus Planning Group, Inc.2,383$349K0.04%013F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC2,376$348K0.02%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,370$347K0.02%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,365$346K<0.01%013F-HRTimelineGroup
Towercrest Capital Management2,360$346K0.05%013F-HRTimeline
United Capital Management of KS, Inc.2,356$345K0.05%-12013F-HRTimeline
LRI Investments, LLC2,350$344K0.03%013F-HRTimeline
FDx Advisors, Inc.2,344$343K0.1%+1213F-HRTimeline
Xcelsior Advisor Partners LLC2,337$342K0.05%+26013F-HRTimeline
Wealth Science Advisors LLC2,326$341K0.15%013F-HRTimeline
Stiles Financial Services Inc2,315$339K0.09%+11513F-HRTimeline
Wolff Financial Management LLC2,313$339K0.07%-76513F-HRTimeline
Apella Capital, LLC2,385$338K<0.01%+12513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,312$338K0.03%-15613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,296$336K0.05%+72313F-HRTimeline
L.K. Benson & Company, P.C.2,281$334K0.1%-11113F-HRTimeline
Legacy Capital Wealth Partners, LLC2,279$334K0.06%-5,85913F-HRTimeline