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Disclosery

IWP ISHARES TR

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ETF (fund)

1,223 managers (1,237 13F filers) reported a position in IWP shares at 2025-12-31, 116,864,824 shares in all. 81 filers opened a position and 65 filers sold out during the quarter.

Managers
1,223
13F filers
1,237
New
81
Added
403
Reduced
335
Sold out
65
Shares held by filers
116,864,824

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,008$686K<0.01%new13F-HRTimelineGroup
ORG Partners LLC4,957$679K0.12%+1,62713F-HRTimeline
Bragg Financial Advisors, Inc4,951$678K0.02%013F-HRTimeline
BAILARD, INC.4,929$675K0.01%013F-HRTimeline
AIRE ADVISORS, LLC4,831$662K0.12%013F-HRTimeline
WealthCare Investment Partners, LLC4,768$659K0.19%+6813F-HRTimeline
Providence Capital Advisors, LLC4,808$658K0.11%-1,02413F-HRTimeline
CERTUITY, LLC4,788$656K0.04%-14013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,785$655K0.03%-70813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,759$651K<0.01%-1,09413F-HRTimelineGroup
Strategic Blueprint, LLC4,751$651K0.04%-19213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,725$647K0.11%-69213F-HRTimeline
Principle Wealth Partners LLC4,670$640K0.04%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.4,656$638K0.22%013F-HRTimeline
WealthPlan Investment Management, LLC4,651$637K0.04%-313F-HRTimeline
Advisory Advocates, LLC4,610$631K0.63%13F-HRTimeline
Elm3 Financial Group, LLC4,608$631K0.52%+9213F-HRTimeline
Jackson Hole Capital Partners, LLC4,608$631K0.11%013F-HRTimeline
Values Added Financial LLC4,603$630K0.27%013F-HRTimeline
Park Place Capital Corp4,572$626K0.13%+1,19113F-HRTimeline
RFG Advisory, LLC4,510$618K0.01%-1913F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC4,502$617K<0.01%+1,58713F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,489$615K0.01%+14813F-HRTimelineGroup
Performa Ltd (US), LLC4,462$611K0.16%+3,00513F-HRTimeline
Financial Sense Advisors, Inc.4,416$605K0.11%+17713F-HRTimeline
Legacy Advisors, LLC4,408$604K0.06%+40013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp4,382$600K<0.01%+1,40213F-HRTimelineGroup
HBK Sorce Advisory LLC4,422$599K0.01%-12713F-HRTimeline
QUADRANT CAPITAL GROUP LLC4,314$591K0.02%013F-HRTimeline
Trail Ridge Investment Advisors, LLC4,293$588K0.25%-14713F-HRTimeline
Key Capital Management, INC4,290$587K0.58%13F-HRTimeline
Sunbelt Securities, Inc.4,289$587K0.04%-1013F-HRTimeline
Chicago Wealth Management, Inc.4,256$583K0.23%-73013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC4,251$582K0.06%013F-HRTimeline
Perigon Wealth Management, LLC4,250$582K0.01%-113F-HRTimeline
VIAWEALTH, LLC4,236$580K0.33%-85013F-HRTimeline
Topsail Wealth Management, LLC4,235$580K0.08%+5413F-HRTimeline
Icon Wealth Advisors, LLC4,195$575K0.04%013F-HRTimeline
Granite Harbor Advisors, Inc.4,192$574K0.24%+4513F-HRTimeline
William Allan Corp4,175$572K0.32%new13F-HRTimeline
Integrated Advisors Network LLC4,119$564K0.02%+7113F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL4,117$564K0.01%-96813F-HRTimeline
Werba Rubin Papier Wealth Management4,097$561K0.15%+413F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA4,096$561K0.02%-1713F-HRTimeline
Financial Insights, Inc.4,080$559K0.19%-8313F-HRTimeline
Prestige Wealth Management Group LLC4,066$557K0.11%013F-HRTimeline
Fingerlakes Wealth Management, Inc.4,039$553K0.35%-8013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA4,000$548K0.04%013F-HRTimeline
SMITH, MOORE & CO.3,989$546K0.04%-8313F-HRTimeline
Carl P. Sherr & Co., LLC3,970$539K0.24%-4613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,912$536K0.01%+413F-HRTimeline
KKM Financial LLC3,909$535K0.1%013F-HRTimeline
Snowden Capital Advisors LLC3,908$535K0.01%new13F-HRTimeline
Cohen Capital Management, Inc.3,899$534K0.08%+113F-HRTimeline
Finley Financial, LLC3,840$526K0.24%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,714$525K0.02%-60013F-HRTimelineGroup
Haverford Trust Co3,827$524K<0.01%013F-HRTimeline
MIDDLETON & CO INC/MA3,819$523K0.06%013F-HRTimeline
Skyline Advisors, Inc.3,807$521K0.17%-413F-HRTimeline
STAGE HARBOR FINANCIAL, LLC3,791$519K0.35%+1,51613F-HRTimeline
Ullmann Wealth Partners Group, LLC3,631$516K0.05%013F-HRTimeline
Sage Capital Advisors,llc3,736$512K0.12%013F-HRTimeline
BlueChip Wealth Advisors LLC3,724$510K0.21%013F-HRTimeline
HANCOCK WHITNEY CORP3,711$508K0.01%-33413F-HRTimeline
Focus Financial Network, Inc.3,700$507K0.02%-15,87513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,671$503K0.05%-313F-HRTimeline
CITY HOLDING CO3,666$502K0.06%+10013F-HRTimeline
St. Clair Advisors, LLC3,658$501K0.13%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC3,657$501K0.2%+51513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,613$500K0.03%new13F-HRTimeline
Berman McAleer LLC3,649$500K0.07%013F-HRTimeline
FF Advisors,LLC3,620$496K0.22%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,614$495K0.05%013F-HRTimeline
BlueSky Wealth Advisors, LLC3,613$495K0.07%+2913F-HRTimeline
ANDERSON HOAGLAND & CO3,600$493K0.04%013F-HRTimeline
Realta Investment Advisors3,593$492K0.16%+2,86913F-HRTimeline
Texas Yale Capital Corp.3,588$491K0.01%013F-HRTimeline
Sage Mountain Advisors LLC3,564$488K0.03%013F-HRTimeline
Polaris Investment Advisors, LLC3,531$484K0.35%13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,509$481K0.02%+30013F-HRTimeline
SIMON QUICK ADVISORS, LLC3,508$480K0.02%013F-HRTimeline
Evercore Wealth Management, LLC3,499$479K0.01%013F-HRTimeline
Aufman Associates Inc3,499$479K0.25%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.3,366$478K0.07%+1,68313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,486$477K0.01%+15313F-HRTimeline
Strategies Wealth Advisors, LLC3,469$475K0.05%+113F-HRTimeline
Independent Advisor Alliance3,461$474K0.01%013F-HRTimeline
White Lighthouse Investment Management …3,461$474K0.07%+74413F-HRTimeline
Compound Planning, Inc.3,457$473K0.01%+2,01013F-HRTimeline
LongView Wealth Management3,339$472K0.11%+6413F-HRTimeline
Signal Advisors Wealth, LLC3,410$467K0.04%-9213F-HRTimeline
Caprock Group, LLC3,393$465K0.01%+13213F-HRTimeline
RHUMBLINE ADVISERS3,380$463K<0.01%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,377$462K0.13%-6,37013F-HRTimeline
PFG Investments, LLC3,359$460K0.02%+44513F-HRTimeline
Moss Adams Wealth Advisors LLC3,340$457K0.03%-3013F-HRTimeline
Standard Family Office LLC3,300$452K0.48%013F-HRTimeline
Almanack Investment Partners, LLC.3,256$446K0.08%new13F-HRTimeline
Caldwell Trust Co3,248$445K0.04%013F-HRTimeline
LJI Wealth Management, LLC3,246$444K0.07%013F-HRTimeline
Advisory Resource Group3,244$444K0.08%+15813F-HRTimeline
Blue Trust, Inc.3,236$443K0.01%+70813F-HRTimeline
Ironwood Investment Counsel, LLC3,230$442K0.06%+1,21813F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC3,250$441K0.06%013F-HRTimeline
Cherry Tree Wealth Management, LLC3,215$440K0.09%013F-HRTimeline
Bison Wealth, LLC3,437$440K0.05%-1013F-HRTimeline
NWF Advisory Services Inc.3,206$439K0.05%+14513F-HRTimeline
Partners in Financial Planning3,204$439K0.07%-20013F-HRTimeline
Joseph P. Lucia & Associates, LLC3,194$437K0.16%-1,02613F-HRTimeline
Kovack Advisors, Inc.3,189$437K0.02%new13F-HR/ATimeline
IRON Financial LLC3,188$437K0.2%-9513F-HRTimeline
Old North State Trust, LLC3,166$434K0.26%-2913F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC3,151$431K0.07%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,148$431K0.01%+35413F-HRTimeline
WealthTrust Axiom LLC3,142$430K0.11%-11013F-HRTimeline
FreeGulliver LLC3,134$429K0.19%-1613F-HRTimeline
STEPH & CO3,118$427K0.12%-9113F-HRTimeline
Capital Advisors, Ltd. LLC3,108$426K0.05%013F-HRTimeline
Regal Investment Advisors LLC3,101$425K0.03%+7313F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC3,078$422K<0.01%013F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC3,077$421K0.01%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,079$421K0.09%new13F-HRTimeline
SkyOak Wealth, LLC3,072$421K0.08%-6213F-HRTimeline
Wolff Financial Management LLC3,069$420K0.09%-7213F-HRTimeline
Continuum Advisory, LLC3,035$416K0.04%-213F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,015$413K0.02%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,014$413K<0.01%-1,49313F-HRTimelineGroup
Oxbow Advisors, LLC3,007$412K0.04%-7313F-HRTimeline
Performance Wealth Partners, LLC3,005$412K0.01%013F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC3,002$411K0.02%-92613F-HRTimeline
Texas Capital Bank Wealth Management Se…3,000$411K0.02%-15413F-HRTimeline
Parkshore Wealth Management, Inc.2,980$408K0.15%+413F-HRTimeline
Tassel Capital Management, Inc.2,977$408K0.25%013F-HRTimeline
LifePlan Investment Advisors, Inc.2,966$406K0.17%+13813F-HRTimeline
Snider Financial Group2,960$405K0.11%-1,13913F-HRTimeline
FARMERS TRUST CO2,960$405K0.07%+1,04613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,945$403K<0.01%-2,27213F-HRTimelineGroup
CAPITAL ADVISORS INC/OK2,929$401K0.01%-21013F-HRTimeline
SAGE RHINO CAPITAL LLC2,924$400K0.08%013F-HRTimeline
BCS Private Wealth Management, Inc.2,920$400K0.14%013F-HRTimeline
Gateway Wealth Partners, LLC2,887$395K0.04%+3313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,886$395K0.03%+74713F-HRTimeline
KilterHowling LLC2,874$394K0.2%+413F-HRTimeline
Grant Private Wealth Management Inc2,854$391K0.24%013F-HRTimeline
XY Planning Network, Inc.2,843$389K0.07%013F-HRTimeline
Summit Trail Advisors, LLC2,840$389K0.01%-25813F-HRTimeline
L.K. Benson & Company, P.C.2,817$386K0.19%-49413F-HRTimeline
Trilogy Capital Inc.2,812$385K0.02%-11713F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC2,811$385K0.14%013F-HRTimeline
Paladin Advisory Group, LLC2,792$382K0.28%-28913F-HRTimeline
AdvisorNet Financial, Inc2,788$382K0.02%+37113F-HRTimeline
INVESTED ADVISORS2,783$381K0.39%+46513F-HRTimeline
Advisory Alpha, LLC2,780$381K0.01%-1313F-HRTimeline
Redhawk Wealth Advisors, Inc.2,775$380K0.04%+213F-HRTimeline
Syntegra Private Wealth Group, LLC2,766$379K0.03%013F-HRTimeline
Madison Wealth Partners, Inc2,754$377K0.07%-4413F-HRTimeline
Navigation Wealth Management, Inc.2,754$377K0.56%+11613F-HRTimeline
Intrua Financial, LLC2,751$377K0.04%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,747$376K0.03%+1,06413F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC2,741$375K0.01%+51613F-HRTimeline
GC Wealth Management RIA, LLC2,710$371K0.01%+82013F-HRTimeline
OpenArc Corporate Advisory, LLC2,699$370K0.01%13F-HRTimeline
Kelman-Lazarov, Inc.2,698$369K0.05%013F-HRTimeline
Sterling Investment Counsel, LLC2,696$369K0.11%new13F-HRTimeline
Elevated Capital Advisors, LLC2,686$368K0.09%013F-HRTimeline
BCGM Wealth Management, LLC2,684$368K0.09%013F-HRTimeline
Mason & Associates, LLC2,682$367K0.08%-40013F-HRTimeline
GeoWealth Management, LLC2,675$366K0.01%+15613F-HRTimeline
Joel Isaacson & Co., LLC2,668$365K0.01%-8813F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC2,660$364K0.02%013F-HRTimeline
Cascade Financial Partners, LLC2,652$363K0.04%-2413F-HRTimeline
Argent Advisors, Inc.2,650$363K0.1%013F-HRTimeline
Aspen Investment Management Inc2,638$361K0.11%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,636$361K0.05%13F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS2,635$361K0.19%13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…2,633$361K0.04%13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC2,630$360K0.18%-1413F-HRTimeline
Daybright Advisory Services, Inc.2,629$360K0.1%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,621$359K0.01%-713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,615$358K0.12%-10,54213F-HRTimelineGroup
THRYVE WEALTH MANAGEMENT LLC2,614$358K0.18%13F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …2,600$356K0.02%new13F-HRTimelineGroup
New England Private Wealth Advisors LLC2,595$355K0.04%+113F-HR/ATimeline
Florida Trust Wealth Management Co2,593$355K0.01%-50713F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,576$353K0.03%+10813F-HRTimeline
FWG Investments, LLC.2,564$351K0.22%+13213F-HRTimeline
Mayflower Financial Advisors, LLC2,564$351K0.04%-13713F-HRTimeline
TrueWealth Advisors, LLC2,552$349K0.09%013F-HRTimeline
DIVERSIFIED TRUST CO2,540$348K0.01%-4513F-HRTimeline
FIRST FINANCIAL CORP /IN/2,520$345K0.13%013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC2,512$344K0.15%013F-HRTimeline
Breakwater Capital Group2,510$344K0.05%+13513F-HRTimeline
Baring Financial LLC2,502$343K0.21%-30613F-HRTimeline
PDS Planning, Inc2,500$342K0.02%+313F-HRTimeline
Jacksonville Wealth Management, LLC2,494$342K0.24%new13F-HRTimeline
Stonebridge Financial Group, LLC / MO2,493$341K0.3%13F-HRTimeline
High Falls Advisors, Inc2,480$340K0.07%-41313F-HRTimeline
Radnor Capital Management, LLC2,479$339K0.05%013F-HRTimeline
NORDEN GROUP LLC2,464$337K0.03%+67113F-HRTimeline
CRA Financial Services, LLC2,448$335K0.04%013F-HRTimeline