IWP ISHARES TR

ETF (fund)

1,167 managers (1,184 13F filers) reported a position in IWP shares at 2026-03-31, 112,395,348 shares in all. 58 filers opened a position and 99 filers sold out during the quarter.

Managers: 1,167
13F filers: 1,184
New: 58
Added: 383
Reduced: 376
Sold out: 99
Shares held by filers: 112,395,348

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Elm3 Financial Group, LLC	4,488	$575K	0.49%	-120	13F-HR Timeline
Caprock Group, LLC	4,480	$574K	0.01%	+1,087	13F-HR Timeline
Performa Ltd (US), LLC	4,463	$572K	0.13%	+1	13F-HR Timeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC	4,438	$569K	<0.01%	-64	13F-HR Timeline Group
MOSAIC FAMILY WEALTH PARTNERS, LLC	4,438	$569K	0.06%	+187	13F-HR Timeline
Diversify Advisory Services, LLCgroup of 2 filers holding	4,221	$563K		+507	Timeline DIVERSIFY WEALTH MANAGEMENT, LLC: 4,221 (0.01%) 13F-HR Diversify Advisory Services, LLC: sold out, -3,714 13F-HR
Legacies Wealth LLC	4,375	$561K	0.36%	-2,655	13F-HR Timeline
Icon Wealth Advisors, LLC	4,192	$559K	0.04%	-3	13F-HR Timeline
Y-Intercept (Hong Kong) Ltd	4,346	$557K	0.01%	new	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	4,326	$555K	<0.01%	-433	13F-HR Timeline Group
QUADRANT CAPITAL GROUP LLC	4,314	$553K	0.02%	0	13F-HR/A Timeline
CSM Advisors, LLC	4,300	$551K	0.01%	-2,500	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	4,264	$546K	0.24%	-29	13F-HR Timeline
Chicago Wealth Management, Inc.	4,256	$545K	0.22%	0	13F-HR Timeline
VIAWEALTH, LLC	4,236	$543K	0.3%	0	13F-HR Timeline
Topsail Wealth Management, LLC	4,220	$541K	0.08%	-15	13F-HR Timeline
RFG Advisory, LLC	4,214	$540K	0.01%	-296	13F-HR Timeline
KKM Financial LLC	3,909	$535K	0.1%	0	13F-HR Timeline
William Allan Corp	4,176	$535K	0.32%	+1	13F-HR Timeline
Granite Harbor Advisors, Inc.	4,171	$534K	0.23%	-21	13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	4,160	$533K	0.04%	+547	13F-HR Timeline
SMITH, MOORE & CO.	4,129	$529K	0.04%	+140	13F-HR Timeline
Werba Rubin Papier Wealth Management	4,097	$525K	0.07%	0	13F-HR Timeline
BERKSHIRE ASSET MANAGEMENT LLC/PA	4,096	$525K	0.02%	0	13F-HR Timeline
Fingerlakes Wealth Management, Inc.	4,040	$518K	0.34%	+1	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	4,011	$514K	0.01%	-106	13F-HR Timeline
Legacy Advisors, LLC	4,008	$514K	0.06%	-400	13F-HR Timeline
Perigon Wealth Management, LLC	4,007	$513K	0.01%	-243	13F-HR Timeline
BALDWIN WEALTH PARTNERS LLC/MA	4,000	$512K	0.04%	0	13F-HR Timeline
Carl P. Sherr & Co., LLC	3,970	$509K	0.24%	0	13F-HR Timeline
LexAurum Advisors, LLC	3,952	$506K	0.07%		13F-HR Timeline
Financial Insights, Inc.	3,922	$502K	0.16%	-158	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	3,914	$501K	0.01%	+2	13F-HR Timeline
Cohen Capital Management, Inc.	3,900	$500K	0.08%	+1	13F-HR Timeline
LongView Wealth Management	3,702	$498K	0.13%	+363	13F-HR Timeline
FF Advisors,LLC	3,620	$491K	0.2%	0	13F-HR Timeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…	3,819	$489K	0.01%	-670	13F-HR Timeline Group
MIDDLETON & CO INC/MA	3,819	$489K	0.06%	0	13F-HR Timeline
BlueChip Wealth Advisors LLC	3,812	$488K	0.21%	+88	13F-HR Timeline
Skyline Advisors, Inc.	3,809	$488K	0.17%	+2	13F-HR Timeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.	3,807	$488K	0.01%	+862	13F-HR Timeline Group
Prestige Wealth Management Group LLC	3,794	$486K	0.1%	-272	13F-HR Timeline
Bison Wealth, LLC	3,560	$486K	0.05%	+123	13F-HR Timeline
NewEdge Wealth, LLC	3,734	$478K	0.01%	-5,375	13F-HR Timeline
Haverford Trust Co	3,694	$473K	<0.01%	-133	13F-HR Timeline
FOUNDERS FINANCIAL SECURITIES LLC	3,593	$472K	0.03%	-6,033	13F-HR/A Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	3,671	$470K	0.05%	0	13F-HR Timeline
St. Clair Advisors, LLC	3,658	$469K	0.12%	0	13F-HR Timeline
Berman McAleer LLC	3,649	$468K	0.06%	0	13F-HR Timeline
Ullmann Wealth Partners Group, LLC	3,632	$465K	0.05%	+1	13F-HR Timeline
CITY HOLDING CO	3,601	$461K	0.06%	-65	13F-HR Timeline
ANDERSON HOAGLAND & CO	3,600	$461K	0.04%	0	13F-HR Timeline
BlueSky Wealth Advisors, LLC	3,584	$459K	0.06%	-29	13F-HR Timeline
Sage Mountain Advisors LLC	3,564	$457K	0.03%	0	13F-HR Timeline
Texas Yale Capital Corp.	3,561	$456K	0.01%	-27	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	3,548	$455K	0.02%	+39	13F-HR Timeline
Polaris Investment Advisors, LLC	3,531	$452K	0.33%	0	13F-HR Timeline
PFG Investments, LLC	3,520	$451K	0.02%	+161	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	3,512	$450K	0.01%	+26	13F-HR Timeline
SIMON QUICK ADVISORS, LLC	3,508	$449K	0.02%	0	13F-HR Timeline
Heritage Wealth Advisors	3,500	$448K	0.02%	-2,152	13F-HR Timeline
Evercore Wealth Management, LLC	3,499	$448K	0.01%	0	13F-HR Timeline
Aufman Associates Inc	3,499	$448K	0.22%	0	13F-HR Timeline
Strategies Wealth Advisors, LLC	3,470	$445K	0.04%	+1	13F-HR Timeline
NWF Advisory Services Inc.	3,418	$438K	0.05%	+212	13F-HR Timeline
Focus Financial Network, Inc.	3,382	$433K	0.02%	-318	13F-HR Timeline
BURKE & HERBERT BANK & TRUST CO	3,377	$433K	0.12%	0	13F-HR Timeline
Regal Investment Advisors LLC	3,362	$431K	0.02%	+261	13F-HR Timeline
Moss Adams Wealth Advisors LLC	3,340	$428K	0.03%	0	13F-HR Timeline
Joseph P. Lucia & Associates, LLC	3,336	$427K	0.15%	+142	13F-HR Timeline
Signal Advisors Wealth, LLC	3,330	$427K	0.03%	-80	13F-HR Timeline
U.S. Capital Wealth Advisors, LLC	3,325	$426K	0.01%	+177	13F-HR Timeline
EVOLVE PRIVATE WEALTH, LLC	3,304	$423K	0.02%	new	13F-HR Timeline
Standard Family Office LLC	3,300	$423K	0.44%	0	13F-HR Timeline
Finley Financial, LLC	3,300	$423K	0.2%	-540	13F-HR Timeline
LJI Wealth Management, LLC	3,276	$420K	0.07%	+30	13F-HR Timeline
Busey Bank	3,272	$419K	0.01%	+900	13F-HR Timeline
R.H. Investment Group, LLC	3,156	$419K	0.32%	new	13F-HR Timeline
Navigation Wealth Management, Inc.	3,266	$418K	1.51%	+512	13F-HR Timeline
Almanack Investment Partners, LLC.	3,256	$417K	0.07%	0	13F-HR Timeline
INVESTED ADVISORS	3,252	$417K	0.42%	+469	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	3,250	$416K	0.06%	0	13F-HR Timeline
Caldwell Trust Co	3,248	$416K	0.04%	0	13F-HR Timeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.	3,246	$416K	<0.01%	-1,762	13F-HR Timeline Group
Partners in Financial Planning	3,205	$411K	0.07%	+1	13F-HR Timeline
Old North State Trust, LLC	3,166	$406K	0.24%	0	13F-HR Timeline
Advisory Resource Group	3,159	$405K	0.07%	-85	13F-HR Timeline
Orgel Wealth Management, LLC	3,153	$404K	0.01%	+1,175	13F-HR Timeline
BOURGEON CAPITAL MANAGEMENT LLC	3,151	$404K	0.07%	0	13F-HR Timeline
WealthTrust Axiom LLC	3,142	$403K	0.1%	0	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	3,142	$403K	0.15%	-515	13F-HR Timeline
FreeGulliver LLC	3,135	$402K	0.17%	+1	13F-HR Timeline
IRON Financial LLC	3,114	$399K	0.17%	-74	13F-HR Timeline
Capital Advisors, Ltd. LLC	3,108	$398K	0.05%	0	13F-HR Timeline
FWG Investments, LLC.	3,106	$398K	0.25%	+542	13F-HR Timeline
Kovack Advisors, Inc.	3,080	$395K	0.02%	-109	13F-HR Timeline
Madison Asset Management, LLCin group Madison Asset Management, LLC	3,078	$394K	<0.01%	0	13F-HR Timeline Group
Wolff Financial Management LLC	3,078	$394K	0.09%	+9	13F-HR Timeline
BRIDGES INVESTMENT MANAGEMENT INC	3,077	$394K	0.01%	0	13F-HR Timeline
SkyOak Wealth, LLC	3,072	$394K	0.07%	0	13F-HR Timeline
XY Planning Network, Inc.	3,023	$389K	0.06%	+180	13F-HR Timeline
Continuum Advisory, LLC	3,035	$389K	0.04%	0	13F-HR Timeline
Realta Investment Advisors	3,030	$388K	0.13%	-563	13F-HR Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	3,023	$387K	0.04%	+747	13F-HR Timeline Group
LifePlan Investment Advisors, Inc.	2,998	$384K	0.15%	+32	13F-HR Timeline
Parkshore Wealth Management, Inc.	2,981	$382K	0.13%	+1	13F-HR Timeline
Fiera Capital Corpin group Fiera Capital Corp	2,980	$382K	<0.01%	-1,402	13F-HR Timeline Group
MIDLAND WEALTH ADVISORS, LLC	2,966	$380K	0.02%	-49	13F-HR Timeline
CAHILL FINANCIAL ADVISORS INC	2,961	$379K	0.04%	-653	13F-HR Timeline
Cherry Tree Wealth Management, LLC	2,958	$379K	0.08%	-257	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	2,957	$379K	0.01%	+894	13F-HR Timeline Group
Madison Wealth Partners, Inc	2,940	$377K	0.06%	+186	13F-HR Timeline
SAGE RHINO CAPITAL LLC	2,924	$375K	0.07%	0	13F-HR Timeline
BCS Private Wealth Management, Inc.	2,920	$374K	0.11%	0	13F-HR Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	2,897	$373K	0.03%	+11	13F-HR Timeline
Performance Wealth Partners, LLC	2,908	$373K	0.01%	-97	13F-HR Timeline
KilterHowling LLC	2,875	$368K	0.19%	+1	13F-HR Timeline
STEPH & CO	2,813	$360K	0.1%	-305	13F-HR Timeline
Marin Bay Wealth Advisors, LLC	2,809	$360K	0.22%	-5,087	13F-HR Timeline
AdvisorNet Financial, Inc	2,807	$360K	0.02%	+19	13F-HR Timeline
Grant Private Wealth Management Inc	2,804	$359K	0.19%	-50	13F-HR Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …	2,800	$359K	0.02%	+53	13F-HR Timeline Group
CAPITAL ADVISORS INC/OK	2,795	$358K	0.01%	-134	13F-HR Timeline
Goelzer Investment Management, Inc.	2,790	$357K	0.02%	+773	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	2,785	$357K	0.01%	+44	13F-HR Timeline
Advisory Alpha, LLC	2,780	$356K	0.01%	0	13F-HR Timeline
CCG WEALTH MANAGEMENT, LLC	2,780	$356K	0.1%	+268	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	2,776	$356K	0.04%	+1	13F-HR Timeline
Syntegra Private Wealth Group, LLC	2,766	$354K	0.03%	0	13F-HR Timeline
GeoWealth Management, LLC	2,756	$353K	0.01%	+81	13F-HR Timeline
Texas Capital Bank Wealth Management Se…	2,755	$353K	0.02%	-245	13F-HR Timeline
Paladin Partners, LLC	2,720	$348K	0.25%	+610	13F-HR Timeline
Trilogy Capital Inc.	2,718	$348K	0.02%	-94	13F-HR Timeline
CRA Financial Services, LLC	2,713	$348K	0.05%	+265	13F-HR Timeline
GC Wealth Management RIA, LLC	2,710	$347K	0.01%	0	13F-HR Timeline
Kelman-Lazarov, Inc.	2,698	$346K	0.05%	0	13F-HR Timeline
Elevated Capital Advisors, LLC	2,686	$344K	0.09%	0	13F-HR Timeline
BCGM Wealth Management, LLC	2,684	$344K	0.09%	0	13F-HR Timeline
Bogart Wealth, LLC	2,683	$344K	0.01%	+633	13F-HR Timeline
MLG Wealth Management DBA Pine Grove Fi…	2,676	$343K	0.04%	+43	13F-HR Timeline
Mason & Associates, LLC	2,675	$343K	0.08%	-7	13F-HR Timeline
Joel Isaacson & Co., LLC	2,669	$342K	0.01%	+1	13F-HR Timeline
BUCKHEAD CAPITAL MANAGEMENT LLC	2,661	$341K	0.13%	-150	13F-HR Timeline
EASTERLY INVESTMENT PARTNERS LLC	2,660	$341K	0.03%	0	13F-HR Timeline
Argent Advisors, Inc.	2,650	$340K	0.09%	0	13F-HR Timeline
Aspen Investment Management Inc	2,638	$338K	0.1%	0	13F-HR Timeline
Wealth Enhancement Trust Services, Inc.	2,636	$338K	0.04%	0	13F-HR Timeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS	2,635	$338K	0.18%	0	13F-HR Timeline
CIBC WORLD MARKET INC.	2,632	$337K	<0.01%	+585	13F-HR Timeline
AMERICAN FINANCIAL & TAX STRATEGIES INC	2,630	$337K	0.16%	0	13F-HR Timeline
Florida Trust Wealth Management Co	2,626	$336K	0.01%	+33	13F-HR Timeline
Wealth Care LLC	2,620	$336K	0.3%		13F-HR Timeline
WEALTH ALLIANCE, LLC	2,614	$335K	0.03%	-4,432	13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	2,600	$333K	0.02%	0	13F-HR Timeline Group
Livet Wealth, LLC	2,600	$333K	0.21%	-2,731	13F-HR Timeline
Independence Bank of Kentucky	2,597	$333K	0.04%	+153	13F-HR Timeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC	2,590	$332K	0.12%	-25	13F-HR/A Timeline Group
Cascade Financial Partners, LLC	2,580	$331K	0.03%	-72	13F-HR Timeline
Ironwood Investment Counsel, LLC	2,575	$330K	0.05%	-655	13F-HR Timeline
Paladin Advisory Group, LLC	2,574	$330K	0.25%	-218	13F-HR Timeline
Blue Trust, Inc.	2,573	$330K	<0.01%	-663	13F-HR Timeline
Mayflower Financial Advisors, LLC	2,564	$328K	0.04%	0	13F-HR Timeline
White Lighthouse Investment Management …	2,557	$328K	0.05%	-904	13F-HR Timeline
Breakwater Capital Group	2,556	$327K	0.04%	+46	13F-HR Timeline
Signature Equity Partners, LLC	2,554	$327K	0.18%	+278	13F-HR Timeline
TrueWealth Advisors, LLC	2,552	$327K	0.08%	0	13F-HR Timeline
Tassel Capital Management, Inc.	2,547	$326K	0.18%	-430	13F-HR Timeline
Steelhead Wealth Management LLC	2,549	$326K	0.17%		13F-HR Timeline
Pacific Sun Financial Corp	2,538	$325K	0.16%	+120	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	2,520	$323K	0.13%	0	13F-HR Timeline
Stonebridge Financial Group, LLC / MO	2,518	$323K	0.27%	+25	13F-HR Timeline
Amplius Wealth Advisors, LLC	2,516	$322K	0.03%	+278	13F-HR Timeline
Baring Financial LLC	2,502	$321K	0.2%	0	13F-HR Timeline
NORDEN GROUP LLC	2,502	$321K	0.03%	+38	13F-HR Timeline
PDS Planning, Inc	2,501	$320K	0.02%	+1	13F-HR Timeline
THRYVE WEALTH MANAGEMENT LLC	2,489	$319K	0.21%	-125	13F-HR Timeline
Wealth Science Advisors LLC	2,326	$319K	0.18%	0	13F-HR Timeline
Capital Investment Counsel, LLC	2,482	$318K	0.04%	-21,021	13F-HR Timeline
GLR Partners, LLC	2,482	$318K	0.17%		13F-HR Timeline
Radnor Capital Management, LLC	2,479	$318K	0.05%	0	13F-HR Timeline
United Capital Management of KS, Inc.	2,476	$317K	0.05%	-99,803	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	2,472	$317K	0.01%	-149	13F-HR Timeline
VISTA CAPITAL PARTNERS, INC.	2,468	$316K	0.03%	-108	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	2,459	$315K	0.28%	+582	13F-HR Timeline
GUIDANCE CAPITAL, INC	2,282	$314K	0.07%	new	13F-HR Timeline
Fortune Financial Advisors, LLC	2,436	$312K	0.16%	+40	13F-HR Timeline
Apella Capital, LLC	2,260	$311K	<0.01%	new	13F-HR Timeline
PIONEER TRUST BANK N A/OR	2,400	$307K	0.07%	0	13F-HR Timeline
EWA, LLC	2,393	$307K	0.07%	-2	13F-HR Timeline
L.K. Benson & Company, P.C.	2,392	$306K	0.1%	-425	13F-HR Timeline
Abacus Planning Group, Inc.	2,383	$305K	0.04%	-56	13F-HR Timeline
COMPASS CAPITAL MANAGEMENT, INC	2,376	$304K	0.02%	-626	13F-HR Timeline
NAPLES GLOBAL ADVISORS, LLC	2,370	$304K	0.02%	0	13F-HR Timeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC	2,365	$303K	<0.01%	0	13F-HR Timeline Group
Prosperity Planning, Inc.	2,361	$303K	0.08%	0	13F-HR Timeline
Towercrest Capital Management	2,360	$302K	0.05%	0	13F-HR Timeline
SeaCrest Wealth Management, LLC	2,356	$302K	0.03%	0	13F-HR Timeline
Daybright Advisory Services, Inc.	2,352	$301K	0.08%	-277	13F-HR Timeline
LRI Investments, LLC	2,350	$301K	0.03%	0	13F-HR Timeline
New England Private Wealth Advisors LLC	2,350	$301K	0.03%	-245	13F-HR Timeline