IWP ISHARES TR

ETF (fund)

1,153 managers (1,166 13F filers) reported a position in IWP shares at 2025-09-30, 112,337,872 shares in all. 61 filers opened a position and 58 filers sold out during the quarter.

Managers: 1,153
13F filers: 1,166
New: 61
Added: 358
Reduced: 370
Sold out: 58
Shares held by filers: 112,337,872

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Trail Ridge Investment Advisors, LLC	4,440	$632K	0.28%	+147	13F-HR Timeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…	4,341	$618K	0.01%	-2,021	13F-HR Timeline Group
QUADRANT CAPITAL GROUP LLC	4,314	$614K	0.02%	0	13F-HR Timeline
Sunbelt Securities, Inc.	4,299	$612K	0.04%	+3,043	13F-HR Timeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …	4,314	$612K	0.02%	-573	13F-HR Timeline Group
MOSAIC FAMILY WEALTH PARTNERS, LLC	4,251	$608K	0.07%	+1	13F-HR Timeline
Stegner Investment Associates Inc.	4,264	$607K	0.33%	-141	13F-HR Timeline
Perigon Wealth Management, LLC	4,251	$605K	0.01%	-1,158	13F-HR Timeline
Financial Sense Advisors, Inc.	4,239	$604K	0.11%	+2	13F-HR Timeline
Liberty Capital Management, Inc.	4,238	$604K	0.11%	-11	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	4,227	$602K	0.21%	+42	13F-HR Timeline
Joseph P. Lucia & Associates, LLC	4,220	$601K	0.23%	+160	13F-HR Timeline
Icon Wealth Advisors, LLC	4,195	$597K	0.04%	+1	13F-HR Timeline
Topsail Wealth Management, LLC	4,181	$595K	0.1%	+300	13F-HR Timeline
Financial Insights, Inc.	4,163	$593K	0.2%	0	13F-HR Timeline
Granite Harbor Advisors, Inc.	4,147	$591K	0.25%	new	13F-HR Timeline
Fingerlakes Wealth Management, Inc.	4,119	$587K	0.38%	+4	13F-HR Timeline
BERKSHIRE ASSET MANAGEMENT LLC/PA	4,113	$586K	0.02%	0	13F-HR Timeline
Snider Financial Group	4,099	$584K	0.16%	+194	13F-HR Timeline
Werba Rubin Papier Wealth Management	4,093	$583K	0.09%	+3	13F-HR Timeline
SMITH, MOORE & CO.	4,072	$580K	0.04%	-3	13F-HR Timeline
Prestige Wealth Management Group LLC	4,066	$579K	0.11%	-101	13F-HR/A Timeline
Integrated Advisors Network LLC	4,048	$577K	0.02%	0	13F-HR Timeline
HANCOCK WHITNEY CORP	4,045	$576K	0.01%	-55	13F-HR Timeline
Carl P. Sherr & Co., LLC	4,016	$572K	0.27%	-143	13F-HR Timeline
Legacy Advisors, LLC	4,008	$571K	0.07%	new	13F-HR Timeline
BALDWIN WEALTH PARTNERS LLC/MA	4,000	$570K	0.04%	0	13F-HR Timeline
Bryn Mawr Trust Advisors, LLC	3,943	$562K	0.03%	+1,019	13F-HR Timeline
COMPASS CAPITAL MANAGEMENT, INC	3,928	$559K	0.03%	new	13F-HR Timeline
KKM Financial LLC	3,909	$557K	0.18%	0	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	3,908	$556K	0.01%	+921	13F-HR Timeline
Cohen Capital Management, Inc.	3,898	$555K	0.09%	+1	13F-HR Timeline
Finley Financial, LLC	3,840	$547K	0.25%	0	13F-HR Timeline
Haverford Trust Co	3,827	$545K	<0.01%	-2,904	13F-HR Timeline
MIDDLETON & CO INC/MA	3,819	$544K	0.06%	0	13F-HR Timeline
Skyline Advisors, Inc.	3,811	$543K	0.19%	+1	13F-HR Timeline
Sage Capital Advisors,llc	3,736	$532K	0.13%	+8	13F-HR Timeline
BlueChip Wealth Advisors LLC	3,724	$530K	0.23%	0	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	3,674	$523K	0.05%	+42	13F-HR Timeline
St. Clair Advisors, LLC	3,658	$521K	0.14%	0	13F-HR Timeline
Berman McAleer LLC	3,649	$520K	0.07%		13F-HR Timeline
NewEdge Wealth, LLC	3,726	$519K	0.01%	-1,411	13F-HR Timeline
Ullmann Wealth Partners Group, LLC	3,631	$517K	0.06%	0	13F-HR Timeline
Fisher Asset Management, LLC	3,621	$516K	<0.01%	new	13F-HR Timeline
FF Advisors,LLC	3,620	$516K	0.25%	0	13F-HR Timeline
CAHILL FINANCIAL ADVISORS INC	3,614	$515K	0.06%	new	13F-HR Timeline
Total Wealth Planning, LLC	3,608	$514K	0.06%	-435	13F-HR Timeline
ANDERSON HOAGLAND & CO	3,600	$513K	0.05%	0	13F-HR Timeline
Texas Yale Capital Corp.	3,588	$511K	0.02%	0	13F-HR Timeline
BlueSky Wealth Advisors, LLC	3,584	$510K	0.07%	0	13F-HR Timeline
CITY HOLDING CO	3,566	$508K	0.06%	+307	13F-HR Timeline
Sage Mountain Advisors LLC	3,564	$508K	0.03%	0	13F-HR Timeline
SIMON QUICK ADVISORS, LLC	3,508	$500K	0.02%	new	13F-HR Timeline
Signal Advisors Wealth, LLC	3,502	$499K	0.05%	-21	13F-HR Timeline
Evercore Wealth Management, LLC	3,499	$498K	0.01%	0	13F-HR Timeline
Aufman Associates Inc	3,499	$498K	0.28%	0	13F-HR Timeline
Strategies Wealth Advisors, LLC	3,468	$494K	0.05%	0	13F-HR Timeline
Independent Advisor Alliance	3,461	$493K	0.01%	+735	13F-HR Timeline
MGO ONE SEVEN LLC	3,439	$490K	0.01%	+305	13F-HR Timeline
Bison Wealth, LLC	3,447	$489K	0.05%	new	13F-HR Timeline
Partners in Financial Planning	3,404	$485K	0.08%	+1	13F-HR Timeline
ORG Partners LLC	3,330	$482K	0.09%	+1,394	13F-HR Timeline
Park Place Capital Corp	3,381	$481K	0.1%	-1,068	13F-HR Timeline
Moss Adams Wealth Advisors LLC	3,370	$480K	0.04%	-130	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	3,333	$475K	0.01%	-175	13F-HR Timeline
L.K. Benson & Company, P.C.	3,311	$472K	0.25%	0	13F-HR Timeline
JIM SAULNIER & ASSOCIATES, LLC	3,303	$470K	0.26%	new	13F-HR Timeline
Standard Family Office LLC	3,300	$470K	0.51%	0	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	3,250	$468K	0.08%	-285	13F-HR Timeline
IRON Financial LLC	3,283	$468K	0.22%	-93	13F-HR Timeline
LongView Wealth Management	3,275	$466K	0.13%	+52	13F-HR Timeline
Caprock Group, LLC	3,261	$466K	0.01%		13F-HR Timeline
WealthTrust Axiom LLC	3,252	$463K	0.12%	+145	13F-HR Timeline
Caldwell Trust Co	3,248	$463K	0.04%	0	13F-HR Timeline
LJI Wealth Management, LLC	3,246	$462K	0.08%	0	13F-HR Timeline
Cherry Tree Wealth Management, LLC	3,215	$458K	0.1%	0	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	3,209	$457K	0.02%	+25	13F-HR Timeline
STEPH & CO	3,209	$457K	0.14%	-23	13F-HR Timeline
Old North State Trust, LLC	3,195	$455K	0.28%	0	13F-HR Timeline
True North Advisors, LLC	3,180	$453K	0.07%	0	13F-HR Timeline
Burt Wealth Advisors	3,176	$452K	0.11%	-150	13F-HR Timeline
Texas Capital Bank Wealth Management Se…	3,154	$449K	0.04%	-242	13F-HR Timeline
BOURGEON CAPITAL MANAGEMENT LLC	3,151	$449K	0.08%	0	13F-HR Timeline
FreeGulliver LLC	3,150	$449K	0.2%	+3	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	3,142	$447K	0.19%	0	13F-HR Timeline
Wolff Financial Management LLC	3,141	$447K	0.1%	+24	13F-HR Timeline
CAPITAL ADVISORS INC/OK	3,139	$447K	0.01%	+134	13F-HR Timeline
SkyOak Wealth, LLC	3,134	$446K	0.08%	0	13F-HR Timeline
Capital Advisors, Ltd. LLC	3,108	$443K	0.05%	0	13F-HR Timeline
Florida Trust Wealth Management Co	3,100	$441K	0.01%	0	13F-HR Timeline
Summit Trail Advisors, LLC	3,098	$441K	0.01%	+1	13F-HR Timeline
Advisory Resource Group	3,086	$439K	0.08%	-67	13F-HR Timeline
Paladin Advisory Group, LLC	3,081	$439K	0.34%	0	13F-HR Timeline
Oxbow Advisors, LLC	3,080	$439K	0.04%	0	13F-HR Timeline
Madison Asset Management, LLCin group Madison Asset Management, LLC	3,078	$438K	<0.01%	0	13F-HR Timeline Group
BRIDGES INVESTMENT MANAGEMENT INC	3,077	$438K	0.01%	0	13F-HR Timeline
NWF Advisory Services Inc.	3,061	$436K	0.05%	-70	13F-HR Timeline
HFG Advisors, Inc.	3,054	$435K	0.32%	0	13F-HR Timeline
Continuum Advisory, LLC	3,037	$432K	0.05%	0	13F-HR Timeline
Regal Investment Advisors LLC	3,028	$431K	0.03%	+107	13F-HR Timeline
MIDLAND WEALTH ADVISORS, LLC	3,015	$429K	0.02%	0	13F-HR Timeline
Performance Wealth Partners, LLC	3,005	$428K	0.01%	0	13F-HR Timeline
Mason & Associates, LLC	3,082	$427K	0.11%	0	13F-HR Timeline
Cambria Investment Management, L.P.	3,000	$427K	0.03%	-144	13F-HR/A Timeline
Empowered Funds, LLC	3,000	$427K	<0.01%	-144	13F-HR Timeline
Fiera Capital Corpin group Fiera Capital Corp	2,980	$424K	<0.01%	-50	13F-HR Timeline Group
Tassel Capital Management, Inc.	2,977	$424K	0.27%	+2	13F-HR Timeline
Parkshore Wealth Management, Inc.	2,976	$424K	0.17%	0	13F-HR Timeline
Trilogy Capital Inc.	2,929	$417K	0.02%	-74	13F-HR Timeline
SAGE RHINO CAPITAL LLC	2,924	$416K	0.08%	0	13F-HR Timeline
BCS Private Wealth Management, Inc.	2,920	$416K	0.15%	0	13F-HR Timeline
Abacus Planning Group, Inc.	2,920	$416K	0.06%	+661	13F-HR Timeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC	2,915	$415K	<0.01%	-73,352	13F-HR Timeline Group
PFG Investments, LLC	2,914	$415K	0.02%	+80	13F-HR Timeline
High Falls Advisors, Inc	2,893	$412K	0.08%	+61	13F-HR Timeline
KilterHowling LLC	2,870	$409K	0.23%	+2	13F-HR Timeline
Gateway Wealth Partners, LLC	2,854	$406K	0.05%	-212	13F-HR Timeline
Grant Private Wealth Management Inc	2,854	$406K	0.25%	new	13F-HR Timeline
LifePlan Investment Advisors, Inc.	2,828	$403K	0.17%	+107	13F-HR Timeline
Advisory Alpha, LLC	2,793	$401K	0.01%	+12	13F-HR Timeline
BUCKHEAD CAPITAL MANAGEMENT LLC	2,811	$400K	0.15%	+1,211	13F-HR Timeline
Baring Financial LLC	2,808	$400K	0.27%	-58	13F-HR Timeline
Madison Wealth Partners, Inc	2,798	$398K	0.08%	0	13F-HR Timeline
U.S. Capital Wealth Advisors, LLC	2,794	$398K	0.01%	+462	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	2,773	$395K	0.05%	-121	13F-HR Timeline
XY Planning Network, Inc.	2,843	$394K	0.13%	0	13F-HR Timeline
Syntegra Private Wealth Group, LLC	2,766	$394K	0.04%	0	13F-HR Timeline
Joel Isaacson & Co., LLC	2,756	$392K	0.01%	+1	13F-HR Timeline
Institute for Wealth Management, LLC.	2,754	$392K	0.04%	+1,075	13F-HR Timeline
White Lighthouse Investment Management …	2,717	$387K	0.06%	-300	13F-HR Timeline
Mayflower Financial Advisors, LLC	2,701	$385K	0.05%	0	13F-HR Timeline
Kelman-Lazarov, Inc.	2,698	$384K	0.06%	new	13F-HR Timeline
Elevated Capital Advisors, LLC	2,686	$383K	0.1%	0	13F-HR Timeline
BCGM Wealth Management, LLC	2,684	$382K	0.1%	+84	13F-HR Timeline
Cascade Financial Partners, LLC	2,676	$381K	0.04%	0	13F-HR Timeline
EASTERLY INVESTMENT PARTNERS LLC	2,660	$379K	0.03%	0	13F-HR Timeline
UPTICK PARTNERS, LLC	2,659	$379K	0.1%	-213	13F-HR Timeline
Argent Advisors, Inc.	2,650	$377K	0.11%	-150	13F-HR Timeline
AMERICAN FINANCIAL & TAX STRATEGIES INC	2,644	$377K	0.19%	-141	13F-HR Timeline
Navigation Wealth Management, Inc.	2,638	$376K	0.55%	+864	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	2,628	$374K	0.01%	-460	13F-HR Timeline
Verdence Capital Advisors LLC	2,566	$373K	0.02%	-21	13F-HR Timeline
New England Private Wealth Advisors LLC	2,594	$369K	0.05%	+1	13F-HR Timeline
DIVERSIFIED TRUST CO	2,585	$368K	0.01%	-2,698	13F-HR Timeline
TrueWealth Advisors, LLC	2,552	$363K	0.1%	0	13F-HR Timeline
Blue Trust, Inc.	2,528	$360K	<0.01%	-113	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	2,520	$359K	0.14%	-2	13F-HR Timeline
GeoWealth Management, LLC	2,519	$359K	0.01%	+261	13F-HR Timeline
Patten Group, Inc.	2,519	$359K	0.07%	+256	13F-HR Timeline
CCG WEALTH MANAGEMENT, LLC	2,512	$358K	0.17%	+653	13F-HR Timeline
PDS Planning, Inc	2,497	$356K	0.02%	+2	13F-HR Timeline
SIGNET FINANCIAL MANAGEMENT, LLC	2,480	$353K	0.04%	0	13F-HR Timeline
Radnor Capital Management, LLC	2,479	$353K	0.05%	0	13F-HR Timeline
Independence Bank of Kentucky	2,472	$352K	0.05%	+104	13F-HR Timeline
VISTA CAPITAL PARTNERS, INC.	2,468	$351K	0.04%	-1,350	13F-HR Timeline
CRA Financial Services, LLC	2,448	$349K	0.05%	0	13F-HR Timeline
FWG Investments, LLC.	2,432	$346K	0.24%	-2,107	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	2,419	$344K	0.03%	+909	13F-HR Timeline
AdvisorNet Financial, Inc	2,417	$344K	0.02%	-446	13F-HR Timeline
Gen-Wealth Partners Inc	2,413	$344K	0.12%	+2	13F-HR Timeline
PIONEER TRUST BANK N A/OR	2,400	$342K	0.08%	0	13F-HR Timeline
Fortune Financial Advisors, LLC	2,395	$341K	0.26%	0	13F-HR Timeline
VISTA INVESTMENT PARTNERS II, LLC	2,389	$340K	0.16%	new	13F-HR Timeline
SeaCrest Wealth Management, LLC	2,356	$340K	0.04%	+1	13F-HR Timeline
Prairie Wealth Advisors, Inc.	2,380	$339K	0.14%	+2	13F-HR Timeline
Breakwater Capital Group	2,375	$338K	0.05%	+82	13F-HR Timeline
Busey Bank	2,372	$338K	0.01%	0	13F-HR Timeline
NAPLES GLOBAL ADVISORS, LLC	2,370	$338K	0.03%	-44	13F-HR Timeline
Prosperity Planning, Inc.	2,367	$337K	0.09%	-83	13F-HR Timeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC	2,365	$337K	<0.01%	0	13F-HR Timeline Group
Towercrest Capital Management	2,360	$336K	0.05%	0	13F-HR Timeline
FDx Advisors, Inc.	2,359	$335K	0.1%	-2,111	13F-HR Timeline
LRI Investments, LLC	2,350	$335K	0.03%	0	13F-HR Timeline
Nova Wealth Management, Inc.	2,348	$334K	0.24%	-866	13F-HR Timeline
SAGESPRING WEALTH PARTNERS, LLC	2,336	$333K	0.01%	+327	13F-HR Timeline
Pacific Sun Financial Corp	2,328	$332K	0.16%	0	13F-HR Timeline
HOWE & RUSLING INC	2,326	$331K	0.02%	-313	13F-HR Timeline
WealthShield Partners, LLC	2,320	$330K	0.04%	0	13F-HR Timeline
Kendall Capital Management	2,318	$330K	0.07%	0	13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	2,280	$325K	0.03%	0	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	2,278	$325K	<0.01%	+541	13F-HR Timeline Group
STAGE HARBOR FINANCIAL, LLC	2,275	$324K	0.24%	-65	13F-HR Timeline
Lewis Asset Management, LLC	2,270	$323K	0.13%	+119	13F-HR Timeline
Noble Wealth Management PBC	2,270	$323K	0.17%		13F-HR Timeline
Armor Investment Advisors, LLC	2,265	$323K	0.1%	-788	13F-HR Timeline
MONARCH CAPITAL MANAGEMENT INC	2,256	$321K	0.08%	0	13F-HR Timeline
MONETARY MANAGEMENT GROUP INC	2,250	$320K	0.07%	0	13F-HR Timeline
Grove Bank & Trust	2,246	$320K	0.04%	0	13F-HR Timeline
Amplius Wealth Advisors, LLC	2,236	$318K	0.03%	-474	13F-HR Timeline
BostonPremier Wealth LLC	2,228	$317K	0.16%	+2	13F-HR Timeline
Financial Perspectives, Inc	2,227	$317K	0.09%	0	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	2,225	$317K	0.01%	0	13F-HR Timeline
Diversified Portfolios, Inc.	2,207	$314K	0.03%	0	13F-HR Timeline
Global Wealth Management Investment Adv…	2,203	$314K	0.05%	-1,637	13F-HR Timeline
Strive Asset Management, LLC	2,201	$313K	0.17%	-1,302	13F-HR/A Timeline
MCDONALD PARTNERS LLC	2,200	$313K	0.09%	0	13F-HR Timeline
Yardley Wealth Management LLC	2,200	$313K	0.18%	0	13F-HR Timeline
Stiles Financial Services Inc	2,200	$313K	0.1%	0	13F-HR Timeline
STEPHEN J. GARRY & ASSOCIATES, LLC	2,187	$311K	0.25%	0	13F-HR Timeline
Alliance Wealth Management Group	2,156	$307K	0.07%	0	13F-HR Timeline