IWP ISHARES TR

ETF (fund)

1,076 managers (1,091 13F filers) reported a position in IWP shares at 2025-03-31, 105,835,470 shares in all. 55 filers opened a position and 87 filers sold out during the quarter.

Managers: 1,076
13F filers: 1,091
New: 55
Added: 337
Reduced: 381
Sold out: 87
Shares held by filers: 105,835,470

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	4,393	$516K	0.01%	0	13F-HR Timeline Group
Pure Financial Advisors, LLC	4,390	$516K	0.01%	-419	13F-HR Timeline
DAVENPORT & Co LLC	4,383	$515K	<0.01%	+258	13F-HR Timeline
First International Bank & Trust	4,357	$512K	0.16%	-388	13F-HR Timeline
Carl P. Sherr & Co., LLC	4,351	$511K	0.28%	-87	13F-HR Timeline
KKM Financial LLC	3,998	$507K	0.21%	-13	13F-HR Timeline
Legacy Advisors, LLC	4,308	$506K	0.05%	0	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	4,293	$504K	0.26%	0	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	4,250	$499K	0.07%	-45	13F-HR Timeline
Liberty Capital Management, Inc.	4,249	$499K	0.11%	-40	13F-HR Timeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC	4,247	$499K	0.13%	+3	13F-HR Timeline Group
Wise Wealth Partners	4,234	$497K	1.19%	+660	13F-HR Timeline
Signal Advisors Wealth, LLC	4,206	$494K	0.05%	+294	13F-HR Timeline
Icon Wealth Advisors, LLC	4,193	$493K	0.04%	0	13F-HR Timeline
WealthCare Investment Partners, LLC	4,451	$490K	0.21%	new	13F-HR Timeline
Prestige Wealth Management Group LLC	4,167	$490K	0.1%	-387	13F-HR/A Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	4,147	$487K	0.01%	0	13F-HR Timeline
First Command Advisory Services, Inc.	4,128	$485K	<0.01%	0	13F-HR Timeline
Fingerlakes Wealth Management, Inc.	4,111	$483K	0.41%	+3	13F-HR Timeline
HANCOCK WHITNEY CORP	4,100	$482K	0.02%	+1,255	13F-HR Timeline
Westmount Partners, LLC	4,072	$478K	0.15%	0	13F-HR Timeline
Avestar Capital, LLC	4,060	$477K	0.05%	-218	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	4,162	$476K	0.22%	+265	13F-HR Timeline
Strategies Wealth Advisors, LLC	4,050	$476K	0.06%	new	13F-HR Timeline
Integrated Advisors Network LLC	4,048	$476K	0.02%	+1	13F-HR Timeline
SMITH, MOORE & CO.	4,037	$474K	0.04%	+175	13F-HR Timeline
BALDWIN WEALTH PARTNERS LLC/MA	4,000	$470K	0.03%	0	13F-HR Timeline
Adero Partners, LLC	4,000	$470K	0.03%	0	13F-HR Timeline
Finley Financial, LLC	3,840	$466K	0.26%	+75	13F-HR Timeline
Annex Advisory Services, LLC	3,952	$464K	0.01%	0	13F-HR Timeline
Topsail Wealth Management, LLC	3,931	$462K	0.09%	-200	13F-HR Timeline
WESTFIELD CAPITAL MANAGEMENT CO LP	3,914	$460K	<0.01%	+2,253	13F-HR Timeline
Cohen Capital Management, Inc.	3,863	$454K	0.08%	-236	13F-HR Timeline
Savvy Advisors, Inc.	3,861	$454K	0.05%	+454	13F-HR Timeline
FF Advisors,LLC	3,620	$450K	0.26%	0	13F-HR Timeline
MIDDLETON & CO INC/MA	3,819	$449K	0.05%	0	13F-HR Timeline
Skyline Advisors, Inc.	3,809	$447K	0.18%	+2	13F-HR Timeline
Trilogy Capital Inc.	3,766	$443K	0.02%	-271	13F-HR Timeline
Sage Capital Advisors,llc	3,728	$438K	0.11%	0	13F-HR Timeline
BlueChip Wealth Advisors LLC	3,724	$438K	0.21%	0	13F-HR Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…	3,716	$437K	0.02%	+190	13F-HR Timeline Group
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3,716	$437K	<0.01%	+285	13F-HR Timeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…	3,689	$433K	0.01%	+451	13F-HR Timeline Group
St. Clair Advisors, LLC	3,658	$430K	0.12%	0	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	3,654	$429K	0.01%	new	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	3,647	$428K	0.05%	0	13F-HR Timeline
Ullmann Wealth Partners Group, LLC	3,630	$427K	0.06%	0	13F-HR Timeline
Texas Yale Capital Corp.	3,588	$422K	0.02%	0	13F-HR Timeline
BlueSky Wealth Advisors, LLC	3,584	$421K	0.07%	-2,266	13F-HR Timeline
Moss Adams Wealth Advisors LLC	3,574	$420K	0.04%	0	13F-HR Timeline
Sage Mountain Advisors LLC	3,564	$419K	0.03%	-2,847	13F-HR Timeline
Joseph P. Lucia & Associates, LLC	3,550	$417K	0.19%	+36	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	3,535	$415K	0.09%	0	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	3,526	$414K	0.01%	-1,354	13F-HR Timeline
Freedom Investment Management, Inc.	3,523	$414K	0.03%	-1,072	13F-HR Timeline
IRON Financial LLC	3,509	$412K	0.23%	-152	13F-HR Timeline
Evercore Wealth Management, LLC	3,499	$411K	0.01%	0	13F-HR Timeline
Canandaigua National Trust Co of Florida	3,491	$410K	0.36%	new	13F-HR Timeline
CAROLINAS WEALTH CONSULTING LLC	3,466	$407K	0.09%	+386	13F-HR Timeline
NWF Advisory Services Inc.	3,463	$407K	0.06%	+1,378	13F-HR Timeline
Parkshore Wealth Management, Inc.	3,460	$407K	0.24%	0	13F-HR Timeline
Financial Sense Advisors, Inc.	3,458	$406K	0.12%	+1,324	13F-HR Timeline
Caprock Group, LLC	3,450	$405K	0.01%	+725	13F-HR Timeline
Old North State Trust, LLC	3,195	$405K	0.26%	0	13F-HR Timeline
Financial Advocates Investment Manageme…	3,407	$400K	0.03%	-472	13F-HR Timeline
Partners in Financial Planning	3,403	$400K	0.08%	0	13F-HR Timeline
Cynosure Group, LLC	3,402	$400K	0.06%	0	13F-HR Timeline
Delta Financial Group, Inc.	3,203	$399K	0.09%	+1	13F-HR Timeline
Burt Wealth Advisors	3,326	$391K	0.1%	-350	13F-HR Timeline
L.K. Benson & Company, P.C.	3,311	$389K	0.27%	-504	13F-HR Timeline
Quantinno Capital Management LP	3,304	$388K	<0.01%	new	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	3,301	$388K	0.42%	-344	13F-HR Timeline
Standard Family Office LLC	3,300	$388K	0.51%	-2,478	13F-HR Timeline
Oxbow Advisors, LLC	3,282	$386K	0.04%	+1	13F-HR Timeline
QUADRANT CAPITAL GROUP LLC	3,274	$385K	0.01%	0	13F-HR Timeline
TWO SIGMA SECURITIES, LLC	3,274	$385K	0.06%	+1,356	13F-HR Timeline
CITY HOLDING CO	3,259	$383K	0.05%	+180	13F-HR Timeline
Snider Financial Group	3,250	$382K	0.12%	-76	13F-HR Timeline
Martin Worley Group	3,249	$382K	0.22%	-2,221	13F-HR Timeline
Caldwell Trust Co	3,248	$382K	0.04%	0	13F-HR Timeline
STEPH & CO	3,232	$380K	0.14%	-40	13F-HR Timeline
Cherry Tree Wealth Management, LLC	3,215	$378K	0.09%	+24	13F-HR Timeline
Mason & Associates, LLC	3,203	$376K	0.11%	0	13F-HR Timeline
ANDERSON HOAGLAND & CO	3,600	$376K	0.04%	-55	13F-HR Timeline
Advisory Resource Group	3,193	$375K	0.08%	+388	13F-HR Timeline
RHUMBLINE ADVISERS	3,185	$374K	<0.01%	+844	13F-HR/A Timeline
MGO ONE SEVEN LLC	3,181	$374K	0.01%	-944	13F-HR Timeline
True North Advisors, LLC	3,180	$374K	0.07%	-60	13F-HR Timeline
Florida Trust Wealth Management Co	3,170	$372K	0.01%	0	13F-HR Timeline
Paladin Advisory Group, LLC	3,170	$372K	0.3%	-13	13F-HR Timeline
BOURGEON CAPITAL MANAGEMENT LLC	3,151	$370K	0.08%	0	13F-HR Timeline
FreeGulliver LLC	3,144	$369K	0.19%	-305	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	3,142	$369K	0.2%	-115	13F-HR Timeline
Armor Investment Advisors, LLC	3,138	$369K	0.15%	0	13F-HR Timeline
SkyOak Wealth, LLC	3,134	$368K	0.08%	-111	13F-HR Timeline
HFG Advisors, Inc.	3,130	$368K	0.31%	-152	13F-HR Timeline
Wolff Financial Management LLC	3,114	$366K	0.1%	-54	13F-HR Timeline
WealthTrust Axiom LLC	3,107	$365K	0.11%	0	13F-HR Timeline
Capital Advisors, Ltd. LLC	3,108	$365K	0.05%	0	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	3,103	$365K	0.05%	+165	13F-HR Timeline
KilterHowling LLC	2,865	$363K	0.23%	+1	13F-HR Timeline
Madison Asset Management, LLCin group Madison Asset Management, LLC	3,078	$362K	<0.01%	0	13F-HR Timeline Group
BRIDGES INVESTMENT MANAGEMENT INC	3,077	$362K	0.01%	0	13F-HR Timeline
RPg Family Wealth Advisory, LLC	3,041	$357K	0.1%	new	13F-HR Timeline
Continuum Advisory, LLC	3,035	$357K	0.05%	0	13F-HR Timeline
Fiera Capital Corpin group Fiera Capital Corp	3,030	$356K	<0.01%	-339	13F-HR Timeline Group
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	3,020	$355K	0.02%	+402	13F-HR Timeline Group
White Lighthouse Investment Management …	3,017	$354K	0.06%	-348	13F-HR Timeline
MIDLAND WEALTH ADVISORS, LLC	3,015	$354K	0.02%	0	13F-HR Timeline
CAPITAL ADVISORS INC/OK	3,005	$353K	0.01%	0	13F-HR Timeline
Performance Wealth Partners, LLC	3,005	$353K	0.01%	+590	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	2,999	$352K	0.02%	-82	13F-HR Timeline
Regal Investment Advisors LLC	2,993	$352K	0.03%	-50	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	2,984	$351K	0.01%	+2	13F-HR Timeline
Rothschild Capital Partners, LLC	2,975	$350K	0.09%	-527	13F-HR Timeline
Tassel Capital Management, Inc.	2,961	$348K	0.3%	+415	13F-HR Timeline
Grant Private Wealth Management Inc	2,954	$347K	0.37%	0	13F-HR Timeline
UPTICK PARTNERS, LLC	2,926	$344K	0.12%	-36	13F-HR Timeline
SAGE RHINO CAPITAL LLC	2,924	$344K	0.08%	0	13F-HR Timeline
LongView Wealth Management	2,901	$341K	0.1%	+242	13F-HR Timeline
Elequin Capital, LP	2,898	$340K	0.06%	+2,347	13F-HR Timeline
WEALTH ALLIANCE, LLC	2,892	$340K	0.04%	-3,437	13F-HR Timeline
Argent Advisors, Inc.	2,870	$337K	0.11%	0	13F-HR Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC	2,868	$337K	<0.01%	+1,074	13F-HR Timeline Group
Baring Financial LLC	2,867	$337K	0.28%	-515	13F-HR Timeline
Texas Capital Bank Wealth Management Se…	2,866	$337K	0.03%	-300	13F-HR Timeline
Madison Wealth Partners, Inc	2,811	$330K	0.08%	-80	13F-HR Timeline
Cahill Wealth Management, LLC	2,800	$329K	0.17%	0	13F-HR Timeline
Advisory Alpha, LLC	2,781	$327K	0.01%	+6	13F-HR/A Timeline
Syntegra Private Wealth Group, LLC	2,766	$325K	0.04%	0	13F-HR Timeline
Independent Advisor Alliance	2,745	$323K	0.01%	-14,628	13F-HR Timeline
LifePlan Investment Advisors, Inc.	2,718	$319K	0.18%	0	13F-HR Timeline
Amplius Wealth Advisors, LLC	2,710	$318K	0.03%	-3	13F-HR Timeline
Mayflower Financial Advisors, LLC	2,701	$317K	0.05%	+24	13F-HR Timeline
High Falls Advisors, Inc	2,698	$317K	0.07%	+428	13F-HR Timeline
Cascade Financial Partners, LLC	2,687	$316K	0.04%	+8	13F-HR Timeline
Elevated Capital Advisors, LLC	2,686	$316K	0.09%	0	13F-HR Timeline
PFG Investments, LLC	2,678	$315K	0.02%	+37	13F-HR Timeline
EASTERLY INVESTMENT PARTNERS LLC	2,660	$313K	0.03%	-3,778	13F-HR Timeline
AMERICAN FINANCIAL & TAX STRATEGIES INC	2,638	$310K	0.17%	-434	13F-HR Timeline
CRA Financial Services, LLC	2,628	$309K	0.05%	+180	13F-HR Timeline
BCGM Wealth Management, LLC	2,600	$305K	0.09%	0	13F-HR Timeline
Verdence Capital Advisors LLC	2,586	$304K	0.02%	+219	13F-HR Timeline
Patten Group, Inc.	2,568	$302K	0.07%	-284	13F-HR Timeline
TrueWealth Advisors, LLC	2,552	$300K	0.1%	0	13F-HR Timeline
Prosperity Planning, Inc.	2,528	$297K	0.09%	-149	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	2,522	$296K	0.14%	-17	13F-HR Timeline
Parkside Financial Bank & Trust	2,518	$296K	0.04%	+1,232	13F-HR Timeline
Smithfield Trust Co	2,495	$293K	0.01%	0	13F-HR Timeline
PDS Planning, Inc	2,493	$293K	0.02%	-16	13F-HR Timeline
SIGNET FINANCIAL MANAGEMENT, LLC	2,479	$291K	0.04%	-681	13F-HR Timeline
Radnor Capital Management, LLC	2,479	$291K	0.05%	0	13F-HR Timeline
Magnolia Private Wealth, LLC	2,420	$284K	0.24%	new	13F-HR Timeline
Noble Wealth Management PBC	2,404	$282K	0.19%	0	13F-HR Timeline
PIONEER TRUST BANK N A/OR	2,400	$282K	0.07%	0	13F-HR Timeline
ELEVATION POINT WEALTH PARTNERS, LLC	2,400	$282K	0.02%	-4,871	13F-HR/A Timeline
Gen-Wealth Partners Inc	2,396	$282K	0.12%	+1	13F-HR Timeline
GTS SECURITIES LLC	2,395	$281K	0.01%	new	13F-HR Timeline
Fortune Financial Advisors, LLC	2,394	$281K	0.24%	+657	13F-HR Timeline
GeoWealth Management, LLC	2,378	$279K	0.01%	+22	13F-HR Timeline
Prairie Wealth Advisors, Inc.	2,375	$279K	0.14%	-7	13F-HR Timeline
Busey Bank	2,372	$279K	0.01%	0	13F-HR Timeline
Independence Bank of Kentucky	2,368	$278K	0.04%	0	13F-HR Timeline
Towercrest Capital Management	2,360	$277K	0.05%	-1,128	13F-HR Timeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC	2,365	$277K	<0.01%	0	13F-HR Timeline Group
SeaCrest Wealth Management, LLC	2,355	$277K	0.03%	0	13F-HR Timeline
Orgel Wealth Management, LLC	2,355	$277K	0.01%	-387	13F-HR Timeline
LRI Investments, LLC	2,350	$276K	0.03%	0	13F-HR Timeline
STAGE HARBOR FINANCIAL, LLC	2,340	$275K	0.23%	-168	13F-HR Timeline
Axis Wealth Partners, LLC	2,333	$274K	0.2%	-96	13F-HR Timeline
WealthShield Partners, LLC	2,320	$273K	0.04%	0	13F-HR Timeline
Kendall Capital Management	2,318	$272K	0.08%	0	13F-HR Timeline
J. W. Coons Advisors, LLC	2,317	$272K	0.07%	0	13F-HR Timeline
VISTA CAPITAL PARTNERS, INC.	2,312	$272K	0.03%	0	13F-HR Timeline
17 CAPITAL PARTNERS, LLC	2,287	$269K	0.17%	+195	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	2,274	$267K	0.02%	+44	13F-HR Timeline
Pacific Sun Financial Corp	2,269	$267K	0.15%	+55	13F-HR Timeline
Abacus Planning Group, Inc.	2,259	$265K	0.05%	+19	13F-HR Timeline
Breakwater Capital Group	2,258	$265K	0.05%	+87	13F-HR Timeline
MONARCH CAPITAL MANAGEMENT INC	2,256	$265K	0.07%	0	13F-HR Timeline
MONETARY MANAGEMENT GROUP INC	2,250	$264K	0.07%	+500	13F-HR Timeline
Ironwood Investment Counsel, LLC	2,250	$264K	0.05%	0	13F-HR Timeline
Grove Bank & Trust	2,246	$264K	0.04%	0	13F-HR Timeline
Joel Isaacson & Co., LLC	2,234	$263K	0.01%	-155	13F-HR Timeline
Financial Perspectives, Inc	2,227	$262K	0.09%	0	13F-HR Timeline
BostonPremier Wealth LLC	2,224	$261K	0.16%	+1	13F-HR Timeline
Diversified Portfolios, Inc.	2,207	$259K	0.03%	0	13F-HR Timeline
MCDONALD PARTNERS LLC	2,200	$258K	0.07%	0	13F-HR Timeline
Stiles Financial Services Inc	2,200	$258K	0.1%	0	13F-HR Timeline
Yardley Wealth Management LLC	2,200	$258K	0.15%	-6,600	13F-HR Timeline
LJI Wealth Management, LLC	2,191	$257K	0.05%	+37	13F-HR Timeline
STEPHEN J. GARRY & ASSOCIATES, LLC	2,187	$257K	0.24%	0	13F-HR Timeline
Schechter Investment Advisors, LLC	2,183	$256K	0.02%	0	13F-HR Timeline
WEDBUSH SECURITIES INC	2,171	$255K	0.01%	-954	13F-HR Timeline
Rockbridge Investment Management, LCC	2,170	$255K	0.03%	+96	13F-HR Timeline
Alliance Wealth Management Group	2,156	$253K	0.07%	0	13F-HR Timeline
CGN Advisors LLC	2,139	$251K	0.02%	-58	13F-HR Timeline
Ausdal Financial Partners, Inc.	2,130	$250K	0.02%	new	13F-HR Timeline
DT Investment Partners, LLC	2,124	$250K	0.02%	0	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	2,124	$250K	0.02%	+195	13F-HR Timeline