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Disclosery

IWP ISHARES TR

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ETF (fund)

1,206 managers (1,224 13F filers) reported a position in IWP shares at 2026-06-30, 111,972,542 shares in all. 97 filers opened a position and 52 filers sold out during the quarter.

Managers
1,206
13F filers
1,224
New
97
Added
354
Reduced
398
Sold out
52
Shares held by filers
111,972,542

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Armor Investment Advisors, LLC2,265$332K0.11%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…2,262$331K0.05%+1413F-HRTimeline
NIXON PEABODY TRUST CO2,250$329K0.02%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,250$329K0.07%013F-HRTimeline
Nova Wealth Management, Inc.2,249$329K0.18%013F-HRTimeline
Grove Bank & Trust2,246$329K0.03%013F-HRTimeline
NORDEN GROUP LLC2,243$328K0.03%-25913F-HRTimeline
Retirement Planning Group, LLC2,234$327K0.01%013F-HRTimeline
Financial Perspectives, Inc2,227$326K0.08%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,224$326K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.2,219$325K<0.01%-35413F-HRTimeline
BostonPremier Wealth LLC2,213$324K0.14%-413F-HRTimeline
Dorsey & Whitney Trust CO LLC2,210$324K0.02%new13F-HRTimeline
Accelerate Investment Advisors LLC2,207$323K0.19%013F-HRTimeline
MCDONALD PARTNERS LLC2,200$322K0.08%013F-HRTimeline
New England Private Wealth Advisors LLC2,351$321K0.03%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,187$320K0.01%+3013F-HRTimelineGroup
Prosperity Planning, Inc.2,184$320K0.07%-17713F-HRTimeline
Yardley Wealth Management LLC2,176$319K0.14%-2413F-HRTimeline
IFG Advisory, LLC2,167$317K0.01%new13F-HRTimeline
GUIDANCE CAPITAL, INC2,282$316K0.07%013F-HRTimeline
Alliance Wealth Management Group2,156$316K0.06%013F-HRTimeline
Diversified Portfolios, Inc.2,148$314K0.02%013F-HRTimeline
Transcendent Capital Group LLC2,141$313K0.12%+2013F-HRTimeline
Cypress Wealth Services, LLC2,119$310K0.04%+313F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …2,120$310K0.04%013F-HRTimeline
BRADY FAMILY WEALTH, LLC2,115$310K0.09%013F-HRTimeline
TRUST CO OF VERMONT2,114$310K0.01%13F-HRTimeline
Moors & Cabot, Inc.2,112$309K0.01%-13813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,106$308K<0.01%new13F-HRTimelineGroup
Arbor Investment Advisors, LLC2,102$308K0.03%013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,100$307K0.02%+4713F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,099$307K<0.01%013F-HRTimelineGroup
Garde Capital, Inc.2,074$304K0.01%013F-HRTimeline
Sterling Investment Counsel, LLC2,072$303K0.07%-8113F-HRTimeline
KPP Advisory Services LLC2,066$302K0.04%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,065$302K0.01%+13213F-HRTimeline
YHB Investment Advisors, Inc.2,064$302K0.02%013F-HRTimeline
LCNB CORP2,060$302K0.09%013F-HRTimeline
Meramec Financial Planners, LLC2,191$301K0.11%+5513F-HRTimeline
Daybright Advisory Services, Inc.2,192$300K0.07%-16013F-HRTimeline
Align Financial, LLC2,050$300K0.15%013F-HRTimeline
Cornerstone Wealth Group, LLC2,047$300K0.02%+2213F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC2,040$299K0.05%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,038$298K0.01%+16813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,028$297K0.02%-25213F-HRTimeline
Portland Global Advisors LLC2,026$297K0.03%013F-HRTimeline
HFG Advisors, Inc.2,025$296K0.18%-22013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,020$296K<0.01%-11813F-HRTimeline
Montz Harcus Wealth Management LLC2,020$296K0.11%+213F-HRTimeline
Mill Capital Management, LLC2,020$296K0.02%013F-HRTimeline
Highland Investment Advisors LLC2,016$295K0.13%13F-HRTimeline
Rockbridge Investment Management, LCC2,013$295K0.02%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,985$291K0.12%+313F-HRTimeline
Foundation Wealth Management, LLC1,981$290K0.17%013F-HRTimeline
EFG International AGin group EFG International AG1,971$289K0.01%-10113F-HRTimelineGroup
SCOTIA CAPITAL INC.1,965$288K<0.01%+2513F-HRTimeline
LJI Wealth Management, LLC1,965$288K0.04%-1,31113F-HRTimeline
Oxbow Advisors, LLC1,959$287K0.02%+5213F-HRTimeline
Lewis Asset Management, LLC1,957$287K0.1%-5013F-HRTimeline
Summit Wealth Partners, LLC1,948$285K0.04%013F-HRTimeline
Gen-Wealth Partners Inc1,942$284K0.08%+213F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC1,937$284K0.21%-25013F-HRTimeline
AlphaCore Capital LLC1,908$279K0.01%+413F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,908$279K<0.01%013F-HRTimelineGroup
Csenge Advisory Group1,907$279K0.01%+813F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…2,002$278K0.09%-1313F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,896$278K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,881$276K0.01%-1,07613F-HRTimelineGroup
Prairie Wealth Advisors, Inc.0$275K0.07%013F-HRTimelineAmount filed as zero, left out of ratios.
CORA CAPITAL ADVISORS LLC1,880$275K0.08%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,879$275K0.01%-713F-HRTimeline
Timonier Family Office, LTD.1,862$273K0.08%13F-HRTimeline
Windsor Capital Management, LLC1,859$272K0.07%013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.1,852$271K0.15%013F-HRTimeline
EASTERN BANK1,849$271K<0.01%+71013F-HRTimeline
Fonville Wealth Management LLC1,838$269K0.04%-43413F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,835$269K0.07%013F-HRTimeline
SmartHarvest Portfolios, LLC1,837$269K0.09%+1313F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,836$269K0.05%-1713F-HR/ATimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,834$269K<0.01%-42213F-HRTimelineGroup
Insight Advisors, LLC/ PA1,832$268K0.05%+113F-HRTimeline
Parkshore Wealth Management, Inc.1,825$267K0.08%-1,15613F-HRTimeline
PHILADELPHIA TRUST CO1,826$267K0.02%013F-HRTimeline
Shira Ridge Wealth Management1,822$267K0.09%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,808$265K<0.01%-12713F-HRTimeline
Focus Financial Network, Inc.1,786$262K0.01%-1,59613F-HRTimeline
Centerpoint Advisory Group1,767$259K0.16%013F-HRTimeline
Monument Capital Management1,757$257K0.05%new13F-HRTimeline
HighPoint Advisor Group LLC1,754$257K0.01%+113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,754$257K0.02%-5813F-HRTimeline
Sandy Cove Advisors, LLC1,747$256K0.06%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,741$255K0.01%013F-HRTimeline
Clayton Financial Group LLC1,735$254K0.14%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,720$252K0.01%013F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC1,704$249K0.11%013F-HRTimeline
FLP Wealth Management, LLC1,696$248K0.44%new13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,695$248K0.03%-3913F-HRTimelineGroup
CRUX WEALTH ADVISORS1,695$248K0.09%+213F-HRTimeline
Kingstone Capital Partners Texas, LLC1,691$248K0.13%+213F-HRTimeline
Wick Capital Partners, LLC4,995$247K0.04%new13F-HRTimeline
Mason & Associates Inc1,685$247K0.04%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.1,683$246K0.06%013F-HRTimeline
Spectrum Advisors, Inc.1,680$246K0.17%new13F-HRTimeline
Institute for Wealth Management, LLC.1,679$246K0.02%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,679$246K<0.01%013F-HRTimelineGroup
Patten Group, Inc.1,679$246K0.04%-14313F-HRTimeline
Private Advisory Group LLC1,677$246K0.01%013F-HRTimeline
Acropolis Investment Management, LLC1,675$245K0.01%013F-HR/ATimeline
Wedmont Private Capital1,717$245K0.01%+113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,670$245K0.01%013F-HRTimeline
Split Rock Private Trading & Wealth Man…1,670$245K0.17%+9013F-HRTimeline
Evanson Financial, LLC1,662$243K0.01%13F-HRTimeline
Trivant Custom Portfolio Group, LLC1,660$243K0.13%013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,658$243K0.07%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,656$242K0.01%+1413F-HRTimeline
DECISION INVESTMENTS, INC1,652$242K0.22%013F-HRTimeline
TME FINANCIAL, INC.1,644$241K0.15%new13F-HRTimeline
Plancorp, LLC1,710$241K0.01%-4,30513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,642$240K0.05%new13F-HRTimeline
Avestar Capital, LLC1,636$240K0.01%-13413F-HRTimeline
WASHINGTON TRUST Co1,634$239K0.01%new13F-HRTimeline
TrustBankin group TrustBank1,600$234K0.08%013F-HRTimelineGroup
First Nebraska Trust Co1,600$234K0.02%013F-HRTimeline
Apeiron RIA LLC1,594$233K0.06%013F-HRTimeline
Mascagni Wealth Management, Inc.1,594$233K0.14%013F-HRTimeline
WEDBUSH SECURITIES INC1,594$233K0.01%-54213F-HRTimeline
Chesley Taft & Associates LLC1,583$232K0.01%-3313F-HRTimeline
Carrera Capital Advisors1,580$231K0.03%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO1,643$231K0.06%-15513F-HRTimeline
UNIQUE WEALTH, LLC1,571$230K0.03%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,567$229K0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.1,564$229K0.09%-28,25113F-HRTimeline
TCV Trust & Wealth Management, Inc.1,564$229K0.02%-7313F-HRTimeline
Trust Co of the South1,563$229K0.03%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,562$229K0.05%-4,32113F-HRTimeline
SeaCrest Wealth Management, LLC1,558$228K0.03%-79813F-HRTimeline
Maridea Wealth Management LLC1,554$228K0.02%-4613F-HRTimeline
Shepherd Financial Partners LLC1,547$226K0.02%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,543$226K<0.01%new13F-HRTimeline
Clare Market Investments LLC1,534$225K0.04%-3013F-HRTimeline
GW&K Investment Management, LLC1,521$223K<0.01%013F-HRTimeline
WADDELL & ASSOCIATES, LLC1,522$223K0.01%new13F-HRTimeline
Hendershot Investments Inc.1,522$223K0.03%013F-HRTimeline
Smith & Howard Wealth Management, LLC1,520$223K0.05%new13F-HRTimeline
TigerOak Management, L.L.C.1,518$222K0.06%new13F-HRTimeline
Alta Wealth Advisors LLC1,514$222K0.06%new13F-HRTimeline
Edgemoor Investment Advisors, Inc.1,510$221K0.02%new13F-HRTimeline
Bond & Devick Financial Network, Inc.1,510$221K0.05%new13F-HRTimeline
Rossby Financial, LCC1,507$221K0.04%+8113F-HRTimeline
Avise Financial Cooperative, Inc.1,494$219K0.16%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC1,492$218K0.07%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.1,492$218K0.01%new13F-HRTimeline
ERn Financial, LLC1,489$218K0.04%new13F-HRTimeline
WRAPMANAGER INC1,486$218K0.07%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.1,484$217K<0.01%new13F-HRTimeline
Harfst & Associates, Inc.1,475$216K0.03%new13F-HRTimeline
PARTHENON LLC1,474$216K0.02%new13F-HRTimeline
LEGACY FINANCIAL GROUP, INC.1,468$215K0.05%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC1,468$215K0.02%new13F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC1,465$214K0.12%-1,02413F-HRTimeline
THEORY FINANCIAL LLC1,464$214K0.07%new13F-HRTimeline
Noble Wealth Management PBC1,461$214K0.1%-5013F-HRTimeline
Symphony Financial, Ltd. Co.1,472$213K0.02%new13F-HRTimeline
Goldstein Advisors, LLC1,448$212K0.02%new13F-HRTimeline
River Wealth Advisors LLC1,447$212K0.02%new13F-HR/ATimeline
DENVER WEALTH MANAGEMENT, INC.1,436$210K0.06%new13F-HRTimeline
First Bancorp, Inc /ME/1,433$210K0.08%new13F-HRTimeline
TCP Asset Management, LLC1,432$210K0.02%-17613F-HRTimeline
Decker Retirement Planning Inc.1,428$209K0.07%+13213F-HRTimeline
CGN Advisors LLC1,426$209K0.02%new13F-HRTimeline
Revisor Wealth Management LLC1,420$208K0.05%new13F-HRTimeline
Foguth Wealth Management, LLC.1,496$206K0.02%013F-HRTimeline
Centennial Advisors, LLC1,406$206K0.25%new13F-HRTimeline
SUMMITRY LLC1,400$205K0.01%new13F-HRTimeline
Stokes Family Office, LLC1,400$205K0.02%new13F-HRTimeline
Three Magnolias Financial Advisors, LLC1,400$205K0.11%new13F-HRTimeline
MONTAG A & ASSOCIATES INC1,392$204K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC1,392$204K0.03%013F-HRTimeline
Auxano Advisors, LLC1,389$203K0.04%new13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,384$203K0.01%new13F-HRTimeline
Wealthquest Corp1,384$203K0.01%new13F-HRTimeline
BridgePort Financial Solutions, LLC1,382$202K0.05%new13F-HRTimeline
Aptus Capital Advisors, LLC1,380$202K<0.01%+1,04613F-HRTimeline
Keystone Wealth Services, LLC1,378$202K0.04%new13F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA1,370$201K0.05%new13F-HRTimeline
Axis Wealth Partners, LLC1,369$200K0.1%new13F-HRTimeline
Milestone Investment Advisors LLC1,321$193K0.04%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,318$193K<0.01%-75313F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,296$190K0.01%new13F-HRTimelineGroup
N.E.W. Advisory Services LLC1,228$180K0.01%013F-HRTimeline
Basepoint Wealth LLC1,214$178K0.1%+113F-HRTimeline
Smithfield Trust Co1,197$176K0.01%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,197$175K0.01%-8613F-HRTimelineGroup
CERTUITY, LLC1,164$170K0.01%-42013F-HRTimeline
BOK Financial Private Wealth, Inc.1,146$168K0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC1,146$168K0.02%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,140$167K0.03%013F-HRTimeline
New Republic Capital, LLC1,131$166K0.04%+98313F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,122$164K<0.01%013F-HRTimeline