IWP ISHARES TR

ETF (fund)

1,154 managers (1,169 13F filers) reported a position in IWP shares at 2025-06-30, 102,862,628 shares in all. 123 filers opened a position and 47 filers sold out during the quarter.

Managers: 1,154
13F filers: 1,169
New: 123
Added: 334
Reduced: 375
Sold out: 47
Shares held by filers: 102,862,628

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
SAXON INTERESTS, INC.	5,292	$622K	0.29%	0	13F-HR Timeline
FDx Advisors, Inc.	4,470	$620K	0.19%	-206	13F-HR Timeline
Brooklyn Investment Group	4,436	$615K	0.08%	new	13F-HR/A Timeline
Park Place Capital Corp	4,449	$613K	0.14%	-5,105	13F-HR Timeline
First Command Advisory Services, Inc.	4,416	$612K	0.01%	+288	13F-HR Timeline
Stegner Investment Associates Inc.	4,405	$611K	0.37%	0	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	4,293	$607K	0.29%	0	13F-HR Timeline
QUADRANT CAPITAL GROUP LLC	4,314	$598K	0.02%	+1,040	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	4,250	$589K	0.08%	0	13F-HR Timeline
Liberty Capital Management, Inc.	4,249	$589K	0.12%	0	13F-HR Timeline
Financial Sense Advisors, Inc.	4,237	$588K	0.14%	+779	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	4,185	$587K	0.19%	+23	13F-HR Timeline
Icon Wealth Advisors, LLC	4,194	$582K	0.04%	+1	13F-HR Timeline
Prestige Wealth Management Group LLC	4,167	$578K	0.12%	0	13F-HR/A Timeline
Financial Insights, Inc.	4,163	$577K	0.21%	-304	13F-HR Timeline
Carl P. Sherr & Co., LLC	4,159	$577K	0.29%	-192	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	4,147	$575K	0.01%	0	13F-HR Timeline
Fingerlakes Wealth Management, Inc.	4,115	$571K	0.43%	+4	13F-HR Timeline
BERKSHIRE ASSET MANAGEMENT LLC/PA	4,113	$570K	0.03%	0	13F-HR Timeline
HANCOCK WHITNEY CORP	4,100	$569K	0.01%	0	13F-HR Timeline
Werba Rubin Papier Wealth Management	4,090	$567K	0.11%	new	13F-HR Timeline
SMITH, MOORE & CO.	4,075	$565K	0.05%	+38	13F-HR Timeline
Westmount Partners, LLC	4,072	$565K	0.16%	0	13F-HR Timeline
Joseph P. Lucia & Associates, LLC	4,060	$563K	0.23%	+510	13F-HR Timeline
Integrated Advisors Network LLC	4,048	$561K	0.03%	0	13F-HR Timeline
Total Wealth Planning, LLC	4,043	$561K	0.07%	-447	13F-HR Timeline
Scientech Research LLC	4,041	$560K	0.14%	new	13F-HR Timeline
TWO SIGMA SECURITIES, LLC	4,013	$557K	0.07%	+739	13F-HR Timeline
KKM Financial LLC	3,909	$555K	0.19%	-89	13F-HR Timeline
BALDWIN WEALTH PARTNERS LLC/MA	4,000	$555K	0.04%	0	13F-HR Timeline
Headlands Technologies LLC	3,979	$552K	0.07%	+3,783	13F-HR Timeline
Clark Capital Management Group, Inc.	3,918	$543K	<0.01%	-2,937	13F-HR Timeline
Snider Financial Group	3,905	$542K	0.16%	+655	13F-HR Timeline
Cohen Capital Management, Inc.	3,897	$540K	0.09%	+34	13F-HR Timeline
Topsail Wealth Management, LLC	3,881	$538K	0.1%	-50	13F-HR Timeline
Global Wealth Management Investment Adv…	3,840	$533K	0.1%	-595	13F-HR Timeline
Finley Financial, LLC	3,840	$533K	0.27%	0	13F-HR Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…	3,824	$530K	0.02%	+108	13F-HR Timeline Group
MIDDLETON & CO INC/MA	3,819	$530K	0.06%	0	13F-HR Timeline
VISTA CAPITAL PARTNERS, INC.	3,818	$529K	0.06%	+1,506	13F-HR Timeline
Skyline Advisors, Inc.	3,810	$528K	0.2%	+1	13F-HR Timeline
Sage Capital Advisors,llc	3,728	$517K	0.13%	0	13F-HR Timeline
BlueChip Wealth Advisors LLC	3,724	$516K	0.23%	0	13F-HR Timeline
St. Clair Advisors, LLC	3,658	$507K	0.13%	0	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	3,632	$504K	0.06%	-15	13F-HR Timeline
Ullmann Wealth Partners Group, LLC	3,631	$503K	0.06%	+1	13F-HR Timeline
FF Advisors,LLC	3,620	$502K	0.26%	0	13F-HR Timeline
Freedom Investment Management, Inc.	3,617	$502K	0.04%	+94	13F-HR Timeline
ANDERSON HOAGLAND & CO	3,600	$499K	0.05%	0	13F-HR Timeline
Texas Yale Capital Corp.	3,588	$498K	0.02%	0	13F-HR Timeline
BlueSky Wealth Advisors, LLC	3,584	$497K	0.07%	0	13F-HR Timeline
Sage Mountain Advisors LLC	3,564	$494K	0.03%	0	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	3,535	$490K	0.09%	0	13F-HR Timeline
Signal Advisors Wealth, LLC	3,523	$489K	0.04%	-683	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	3,508	$486K	0.01%	-1,271	13F-HR Timeline
Strive Asset Management, LLC	3,503	$486K	0.29%	-11,431	13F-HR Timeline
Moss Adams Wealth Advisors LLC	3,500	$485K	0.04%	-74	13F-HR Timeline
Evercore Wealth Management, LLC	3,499	$485K	0.01%	0	13F-HR Timeline
Aufman Associates Inc	3,499	$485K	0.3%	new	13F-HR Timeline
Strategies Wealth Advisors, LLC	3,468	$481K	0.05%	-582	13F-HR Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …	3,456	$476K	<0.01%	-28,178	13F-HR Timeline Group
Partners in Financial Planning	3,403	$472K	0.09%	0	13F-HR Timeline
Texas Capital Bank Wealth Management Se…	3,396	$471K	0.04%	+530	13F-HR Timeline
IRON Financial LLC	3,376	$468K	0.25%	-133	13F-HR Timeline
Burt Wealth Advisors	3,326	$461K	0.11%	0	13F-HR Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC	3,313	$459K	<0.01%	+445	13F-HR Timeline Group
L.K. Benson & Company, P.C.	3,311	$459K	0.28%	0	13F-HR Timeline
Standard Family Office LLC	3,300	$458K	0.54%	0	13F-HR Timeline
CITY HOLDING CO	3,259	$452K	0.06%	0	13F-HR Timeline
Martin Worley Group	3,249	$451K	0.22%	0	13F-HR Timeline
Caldwell Trust Co	3,248	$450K	0.05%	0	13F-HR Timeline
LJI Wealth Management, LLC	3,246	$450K	0.08%	+1,055	13F-HR Timeline
STEPH & CO	3,232	$448K	0.15%	0	13F-HR Timeline
LongView Wealth Management	3,223	$447K	0.14%	+322	13F-HR Timeline
Cherry Tree Wealth Management, LLC	3,215	$446K	0.1%	0	13F-HR Timeline
Nova Wealth Management, Inc.	3,214	$446K	0.33%	+2,295	13F-HR Timeline
Old North State Trust, LLC	3,195	$443K	0.3%	0	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	3,184	$442K	0.03%	+910	13F-HR Timeline
Foundations Investment Advisors, LLC	3,183	$441K	0.01%	-5,529	13F-HR Timeline
True North Advisors, LLC	3,180	$441K	0.08%	0	13F-HR Timeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC	3,165	$439K	0.12%	-1,082	13F-HR Timeline Group
Advisory Resource Group	3,153	$437K	0.08%	-40	13F-HR Timeline
BOURGEON CAPITAL MANAGEMENT LLC	3,151	$437K	0.09%	0	13F-HR Timeline
FreeGulliver LLC	3,147	$436K	0.2%	+3	13F-HR Timeline
Cambria Investment Management, L.P.	3,144	$436K	0.03%	new	13F-HR Timeline
Empowered Funds, LLC	3,144	$436K	<0.01%	new	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	3,142	$436K	0.22%	0	13F-HR Timeline
MGO ONE SEVEN LLC	3,134	$435K	0.01%	-47	13F-HR Timeline
SkyOak Wealth, LLC	3,134	$435K	0.09%	0	13F-HR Timeline
NWF Advisory Services Inc.	3,131	$434K	0.05%	-332	13F-HR Timeline
Wolff Financial Management LLC	3,117	$432K	0.11%	+3	13F-HR Timeline
Capital Advisors, Ltd. LLC	3,108	$431K	0.05%	0	13F-HR Timeline
WealthTrust Axiom LLC	3,107	$431K	0.13%	0	13F-HR Timeline
Florida Trust Wealth Management Co	3,100	$430K	0.01%	-70	13F-HR Timeline
Summit Trail Advisors, LLC	3,097	$429K	0.01%	new	13F-HR Timeline
Advisor Resource Council	3,091	$429K	0.21%	-13,631	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	3,088	$428K	0.01%	-438	13F-HR Timeline
Mason & Associates, LLC	3,082	$427K	0.11%	-121	13F-HR Timeline
Paladin Advisory Group, LLC	3,081	$427K	0.33%	-89	13F-HR Timeline
Oxbow Advisors, LLC	3,080	$427K	0.05%	-202	13F-HR Timeline
Madison Asset Management, LLCin group Madison Asset Management, LLC	3,078	$427K	<0.01%	0	13F-HR Timeline Group
BRIDGES INVESTMENT MANAGEMENT INC	3,077	$427K	0.01%	0	13F-HR Timeline
Gateway Wealth Partners, LLC	3,066	$425K	0.08%	new	13F-HR Timeline
HFG Advisors, Inc.	3,054	$424K	0.34%	-76	13F-HR Timeline
Armor Investment Advisors, LLC	3,053	$423K	0.16%	-85	13F-HR Timeline
Continuum Advisory, LLC	3,037	$421K	0.05%	+2	13F-HR Timeline
Fiera Capital Corpin group Fiera Capital Corp	3,030	$420K	<0.01%	0	13F-HR Timeline Group
Advyzon Investment Management, LLC	3,020	$419K	0.09%	new	13F-HR Timeline
White Lighthouse Investment Management …	3,017	$418K	0.07%	0	13F-HR Timeline
MIDLAND WEALTH ADVISORS, LLC	3,015	$418K	0.02%	0	13F-HR Timeline
CAPITAL ADVISORS INC/OK	3,005	$417K	0.01%	0	13F-HR Timeline
Performance Wealth Partners, LLC	3,005	$417K	0.01%	0	13F-HR Timeline
Trilogy Capital Inc.	3,003	$416K	0.02%	-763	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	2,987	$414K	0.01%	+3	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	2,982	$414K	0.4%	-319	13F-HR Timeline
Parkshore Wealth Management, Inc.	2,976	$413K	0.2%	-484	13F-HR Timeline
Tassel Capital Management, Inc.	2,975	$413K	0.32%	+14	13F-HR Timeline
Bryn Mawr Trust Advisors, LLC	2,924	$406K	0.02%	+843	13F-HR Timeline
SAGE RHINO CAPITAL LLC	2,924	$406K	0.09%	0	13F-HR Timeline
Regal Investment Advisors LLC	2,921	$405K	0.03%	-72	13F-HR Timeline
BCS Private Wealth Management, Inc.	2,920	$405K	0.15%		13F-HR Timeline
Redhawk Wealth Advisors, Inc.	2,894	$401K	0.05%	-209	13F-HR Timeline
UPTICK PARTNERS, LLC	2,872	$398K	0.11%	-54	13F-HR Timeline
KilterHowling LLC	2,868	$398K	0.24%	+3	13F-HR Timeline
Baring Financial LLC	2,866	$397K	0.3%	-1	13F-HR Timeline
AdvisorNet Financial, Inc	2,863	$397K	0.03%	-15,183	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	2,854	$396K	0.17%	+1,101	13F-HR/A Timeline Group
XY Planning Network, Inc.	2,843	$394K	0.13%	new	13F-HR Timeline
PFG Investments, LLC	2,834	$393K	0.02%	+156	13F-HR Timeline
High Falls Advisors, Inc	2,832	$393K	0.09%	+134	13F-HR Timeline
Argent Advisors, Inc.	2,800	$388K	0.12%	-70	13F-HR Timeline
Madison Wealth Partners, Inc	2,798	$388K	0.08%	-13	13F-HR Timeline
AMERICAN FINANCIAL & TAX STRATEGIES INC	2,785	$386K	0.2%	+147	13F-HR Timeline
Advisory Alpha, LLC	2,781	$386K	0.01%	0	13F-HR Timeline
Syntegra Private Wealth Group, LLC	2,766	$384K	0.04%	0	13F-HR Timeline
Joel Isaacson & Co., LLC	2,755	$382K	0.02%	+521	13F-HR Timeline
Independent Advisor Alliance	2,726	$378K	0.01%	-19	13F-HR Timeline
LifePlan Investment Advisors, Inc.	2,721	$377K	0.19%	+3	13F-HR Timeline
Amplius Wealth Advisors, LLC	2,710	$376K	0.03%	0	13F-HR Timeline
Mayflower Financial Advisors, LLC	2,701	$375K	0.05%	0	13F-HR Timeline
Farther Finance Advisors, LLC	2,689	$373K	0.01%	+1,149	13F-HR Timeline
Cascade Financial Partners, LLC	2,676	$371K	0.04%	-11	13F-HR Timeline
New England Private Wealth Advisors LLC	2,593	$369K	0.05%	new	13F-HR Timeline
EASTERLY INVESTMENT PARTNERS LLC	2,660	$369K	0.03%	0	13F-HR Timeline
Blue Trust, Inc.	2,641	$366K	<0.01%	+944	13F-HR Timeline
HOWE & RUSLING INC	2,639	$366K	0.03%	+521	13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	2,600	$361K	0.02%	-420	13F-HR Timeline Group
BCGM Wealth Management, LLC	2,600	$361K	0.1%	0	13F-HR Timeline
Verdence Capital Advisors LLC	2,587	$359K	0.02%	+1	13F-HR Timeline
NORDEN GROUP LLC	2,572	$357K	0.04%	+588	13F-HR Timeline
TrueWealth Advisors, LLC	2,552	$354K	0.1%	0	13F-HR Timeline
WEALTH ALLIANCE, LLC	2,542	$352K	0.04%	-350	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	2,522	$350K	0.16%	0	13F-HR Timeline
Smithfield Trust Co	2,495	$347K	0.02%	0	13F-HR Timeline
Parkside Financial Bank & Trust	2,496	$346K	0.04%	-22	13F-HR Timeline
PDS Planning, Inc	2,495	$346K	0.03%	+2	13F-HR Timeline
WEDBUSH SECURITIES INC	2,486	$345K	0.01%	+315	13F-HR Timeline
Radnor Capital Management, LLC	2,479	$344K	0.05%	0	13F-HR Timeline
SIGNET FINANCIAL MANAGEMENT, LLC	2,480	$344K	0.04%	+1	13F-HR Timeline
Prosperity Planning, Inc.	2,450	$340K	0.1%	-78	13F-HR Timeline
CRA Financial Services, LLC	2,448	$339K	0.05%	-180	13F-HR Timeline
Magnolia Private Wealth, LLC	2,420	$336K	0.26%	0	13F-HR Timeline
NAPLES GLOBAL ADVISORS, LLC	2,414	$335K	0.03%	new	13F-HR Timeline
Gen-Wealth Partners Inc	2,411	$334K	0.13%	+15	13F-HR Timeline
PIONEER TRUST BANK N A/OR	2,400	$333K	0.08%	0	13F-HR Timeline
ELEVATION POINT WEALTH PARTNERS, LLC	2,400	$333K	0.03%	0	13F-HR/A Timeline
Fortune Financial Advisors, LLC	2,395	$332K	0.27%	+1	13F-HR Timeline
Prairie Wealth Advisors, Inc.	2,378	$330K	0.14%	+3	13F-HR Timeline
Busey Bank	2,372	$329K	0.01%	0	13F-HR Timeline
Independence Bank of Kentucky	2,368	$328K	0.05%	0	13F-HR Timeline
Towercrest Capital Management	2,360	$327K	0.06%	0	13F-HR Timeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC	2,365	$327K	<0.01%	0	13F-HR Timeline Group
SeaCrest Wealth Management, LLC	2,355	$327K	0.04%	0	13F-HR Timeline
LRI Investments, LLC	2,350	$326K	0.03%	0	13F-HR Timeline
STAGE HARBOR FINANCIAL, LLC	2,340	$325K	0.26%	0	13F-HR Timeline
U.S. Capital Wealth Advisors, LLC	2,332	$323K	0.01%	new	13F-HR Timeline
Pacific Sun Financial Corp	2,328	$323K	0.17%	+59	13F-HR Timeline
Integrated Capital Management, LLC	2,303	$322K	0.15%	new	13F-HR Timeline
WealthShield Partners, LLC	2,320	$322K	0.04%	0	13F-HR Timeline
Kendall Capital Management	2,318	$321K	0.09%	0	13F-HR Timeline
J. W. Coons Advisors, LLC	2,318	$321K	0.07%	+1	13F-HR Timeline
Breakwater Capital Group	2,293	$318K	0.05%	+35	13F-HR Timeline
17 CAPITAL PARTNERS, LLC	2,287	$317K	0.18%	0	13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	2,280	$316K	0.03%	new	13F-HR Timeline
Elevated Capital Advisors, LLC	2,686	$316K	0.09%	0	13F-HR Timeline
Orgel Wealth Management, LLC	2,272	$315K	0.01%	-83	13F-HR Timeline
Financial Advocates Investment Manageme…	2,268	$315K	0.03%	-1,139	13F-HR Timeline
Patten Group, Inc.	2,263	$314K	0.07%	-305	13F-HR Timeline
Abacus Planning Group, Inc.	2,259	$313K	0.05%	0	13F-HR/A Timeline
GeoWealth Management, LLC	2,258	$313K	0.01%	-120	13F-HR Timeline
MONARCH CAPITAL MANAGEMENT INC	2,256	$313K	0.08%	0	13F-HR Timeline
MONETARY MANAGEMENT GROUP INC	2,250	$312K	0.08%	0	13F-HR Timeline
Legal & General Group Plcin group Legal & General Group Plc	2,250	$312K	<0.01%	-4,750	13F-HR Timeline Group
Grove Bank & Trust	2,246	$311K	0.04%	0	13F-HR Timeline
Financial Perspectives, Inc	2,227	$309K	0.09%	0	13F-HR Timeline
BostonPremier Wealth LLC	2,226	$309K	0.17%	+2	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	2,225	$308K	0.01%	new	13F-HR Timeline
Diversified Portfolios, Inc.	2,207	$306K	0.03%	0	13F-HR Timeline
MCDONALD PARTNERS LLC	2,200	$305K	0.07%	0	13F-HR Timeline
Stiles Financial Services Inc	2,200	$305K	0.11%	0	13F-HR Timeline