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Disclosery

IWP ISHARES TR

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ETF (fund)

1,122 managers (1,138 13F filers) reported a position in IWP shares at 2024-12-31, 102,409,124 shares in all. 97 filers opened a position and 32 filers sold out during the quarter.

Managers
1,122
13F filers
1,138
New
97
Added
331
Reduced
330
Sold out
32
Shares held by filers
102,409,124

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
DT Investment Partners, LLC2,124$269K0.02%-7313F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …2,120$269K0.04%013F-HRTimeline
BRADY FAMILY WEALTH, LLC2,115$268K0.08%013F-HRTimeline
Arbor Investment Advisors, LLC2,102$266K0.04%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,100$266K<0.01%-6,00713F-HRTimelineGroup
Broadview Financial Management, LLC2,094$265K0.19%013F-HRTimeline
17 CAPITAL PARTNERS, LLC2,092$265K0.17%013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,088$265K0.02%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,087$265K<0.01%new13F-HRTimelineGroup
Fisher Asset Management, LLC2,085$264K<0.01%+27513F-HRTimeline
NWF Advisory Services Inc.2,085$264K0.04%-1,10113F-HRTimeline
Transce3nd, LLC2,073$264K0.09%13F-HRTimeline
Insight Advisors, LLC/ PA2,069$264K0.05%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,081$264K0.01%013F-HR/ATimeline
Garde Capital, Inc.2,074$263K0.02%013F-HRTimeline
Rockbridge Investment Management, LCC2,074$263K0.03%013F-HRTimeline
KPP Advisory Services LLC2,066$262K0.06%013F-HRTimeline
K.J. Harrison & Partners Inc2,052$262K0.04%new13F-HRTimeline
Foundation Wealth Management, LLC2,052$260K0.2%013F-HRTimeline
Beacon Financial Advisory LLC2,048$260K0.08%+213F-HRTimeline
CIBC WORLD MARKET INC.2,047$259K<0.01%013F-HRTimeline
Trivium Point Advisory, LLC2,031$257K0.03%-213F-HRTimeline
Portland Global Advisors LLC2,026$257K0.03%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,013$255K0.01%-3913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,010$255K0.01%13F-HRTimeline
Montz Harcus Wealth Management LLC2,009$255K0.14%+213F-HRTimeline
Shared Vision Wealth Group LLC2,008$255K0.13%013F-HRTimeline
Keystone Wealth Services, LLC1,962$249K0.07%+2113F-HRTimeline
Kingstone Capital Partners Texas, LLC1,954$248K0.2%13F-HRTimeline
Edge Financial Advisors LLC1,956$248K0.22%-2513F-HRTimeline
SCOTIA CAPITAL INC.1,940$246K<0.01%013F-HRTimeline
Visionary Wealth Advisors1,933$245K0.01%-11413F-HRTimeline
Von Berge Wealth Management Group, LLC1,800$245K0.15%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,929$244K0.02%-13013F-HRTimeline
Safeguard Investment Advisory Group, LLC1,926$244K0.07%-1013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,923$244K0.07%-2613F-HRTimeline
TWO SIGMA SECURITIES, LLC1,918$243K0.04%-66213F-HRTimeline
Empower Advisory Group, LLC1,915$243K<0.01%-36513F-HRTimeline
Kovack Advisors, Inc.1,897$240K0.02%+3213F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,896$240K<0.01%013F-HRTimelineGroup
Clayton Financial Group LLC1,892$240K0.09%-42313F-HRTimeline
Wealthspire Retirement, LLC1,890$240K0.02%-3213F-HRTimeline
Impact Partnership Wealth, LLC1,886$239K0.05%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO1,792$238K0.08%+113F-HRTimeline
Timonier Family Office, LTD.1,862$236K0.12%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blue Barn Wealth, LLC1,860$236K0.12%013F-HRTimeline
American State Bank (Iowa)1,860$236K0.14%013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC1,859$236K0.13%013F-HRTimeline
Windsor Capital Management, LLC1,857$235K0.07%013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.1,852$235K0.16%013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC1,840$233K0.01%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,832$232K<0.01%new13F-HRTimelineGroup
PHILADELPHIA TRUST CO1,826$231K0.02%013F-HRTimeline
Waterloo Capital, L.P.1,822$231K0.02%013F-HRTimeline
Shira Ridge Wealth Management1,822$231K0.11%-913F-HRTimeline
Plancorp, LLC1,820$231K0.01%-10213F-HRTimeline
Linden Thomas Advisory Services, LLC1,817$230K0.03%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,812$230K0.01%-4513F-HRTimeline
Blue Trust, Inc.1,811$230K<0.01%-62913F-HR/ATimeline
Lord & Richards Wealth Management, LLC1,807$229K0.48%13F-HRTimeline
WMS Partners, LLC1,806$229K0.01%013F-HRTimeline
Auxano Advisors, LLC1,803$229K0.06%013F-HRTimeline
Centerpoint Advisory Group1,800$228K0.22%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,794$227K<0.01%new13F-HRTimelineGroup
Northwest Financial Advisors1,788$227K0.19%+1,38113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,760$223K0.01%013F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC1,750$222K0.06%013F-HRTimeline
One Wealth Management Investment & Advi…1,747$221K0.35%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,741$221K0.01%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,740$221K0.01%013F-HRTimeline
CORA CAPITAL ADVISORS LLC1,740$221K0.11%013F-HRTimeline
TCP Asset Management, LLC1,739$220K0.05%013F-HRTimeline
Fortune Financial Advisors, LLC1,737$220K0.2%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,736$220K0.02%013F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,734$220K0.01%013F-HRTimelineGroup
Maridea Wealth Management LLC1,728$219K0.07%13F-HRTimeline
Washington Trust Advisors, Inc.1,724$219K0.02%+86013F-HRTimeline
Wedmont Private Capital1,699$216K0.01%-32213F-HRTimeline
HBC Financial Services, PLLC1,700$215K0.13%013F-HRTimeline
Lloyd Advisory Services, LLC.1,694$215K0.1%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,691$214K<0.01%new13F-HR/ATimelineGroup
Leo Wealth, LLC1,687$214K0.02%new13F-HRTimeline
Mason & Associates Inc1,686$214K0.05%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.1,683$213K0.09%new13F-HRTimeline
Institute for Wealth Management, LLC.1,679$213K0.03%new13F-HRTimeline
MAS Advisors LLC1,678$213K0.36%-1,67813F-HRTimeline
Acropolis Investment Management, LLC1,675$212K0.01%+11113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,670$212K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sugarloaf Wealth Management, LLC1,668$211K0.04%013F-HRTimeline
Evanson Asset Management, LLC1,662$211K0.01%new13F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP1,661$210K<0.01%-80313F-HRTimeline
Trivant Custom Portfolio Group, LLC1,661$210K0.12%013F-HRTimeline
Edgemoor Investment Advisors, Inc.1,660$210K0.02%new13F-HRTimeline
Foguth Wealth Management, LLC.1,549$210K0.06%new13F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,658$210K0.13%new13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC1,657$210K0.07%new13F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…1,650$209K0.03%new13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,642$208K0.01%013F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.1,499$207K0.18%13F-HRTimeline
Athena Investment Management1,624$206K0.12%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,615$205K0.02%new13F-HRTimelineGroup
Secure Asset Management, LLC1,613$204K0.03%new13F-HRTimeline
Transcendent Capital Group LLC1,588$201K0.1%+6013F-HRTimeline
DUNCKER STREETT & CO INC1,540$195K0.04%013F-HRTimeline
Decker Retirement Planning Inc.1,512$192K0.11%13F-HRTimeline
Performa Ltd (US), LLC1,454$184K0.06%+313F-HRTimeline
Milestone Investment Advisors LLC1,415$179K0.05%013F-HRTimeline
SOA Wealth Advisors, LLC.1,408$178K0.03%+113F-HR/ATimeline
REAP Financial Group, LLC1,395$177K0.04%-14413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,383$175K0.01%013F-HRTimelineGroup
FPC INVESTMENT ADVISORY, INC.1,295$174K0.13%new13F-HRTimeline
Evensky & Katz LLC1,367$173K0.01%+113F-HRTimeline
Venturi Wealth Management, LLC1,344$170K0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,286$163K0.02%+713F-HRTimeline
Sunbelt Securities, Inc.1,256$160K0.01%+31413F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,235$157K0.09%013F-HRTimeline
BALLAST ADVISORS LLC1,232$156K0.05%-413F-HRTimeline
Runnymede Capital Advisors, Inc.1,230$156K0.14%13F-HRTimeline
Rialto Wealth Management, LLC1,228$156K0.05%13F-HRTimeline
Pineridge Advisors LLC1,202$152K0.06%-12313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,194$151K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,122$149K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,263$148K0.13%013F-HRTimeline
Trifecta Capital Advisors, LLC1,146$145K0.03%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,144$145K0.06%+113F-HRTimeline
Atlantic Edge Private Wealth Management…1,140$144K0.04%013F-HRTimeline
Bogart Wealth, LLC1,137$144K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,132$143K<0.01%+45013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT1,101$140K0.01%+90113F-HRTimeline
Biltmore Family Office, LLC1,096$139K0.02%013F-HRTimeline
CoreFirst Bank & Trust1,096$139K0.08%013F-HRTimeline
EASTERN BANK1,093$139K<0.01%013F-HRTimeline
Denver PWM, LLC1,049$133K0.05%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,027$130K0.01%-40013F-HRTimelineGroup
Perkins Coie Trust Co1,027$130K0.03%-31913F-HRTimeline
Salomon & Ludwin, LLC1,026$130K0.01%-2113F-HRTimeline
Trust Co1,018$129K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,000$127K0.02%013F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.1,000$127K<0.01%-80013F-HRTimelineGroup
Copia Wealth Management989$125K0.12%13F-HRTimeline
UNION SAVINGS BANK984$125K0.06%-4613F-HRTimeline
FLP Wealth Management, LLC980$124K0.32%13F-HRTimeline
WASHINGTON TRUST Co952$121K<0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.912$116K0.08%013F-HRTimeline
Bare Financial Services, Inc910$115K0.05%-18513F-HRTimeline
GPS Wealth Strategies Group, LLC906$115K0.01%+113F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC900$114K0.06%-9013F-HRTimeline
Ramirez Asset Management, Inc.900$114K0.02%013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding890$113KnewTimeline
ORG Partners LLC888$113K0.02%+6613F-HRTimeline
MassMutual Private Wealth & Trust, FSB868$110K<0.01%+3813F-HRTimeline
Sound Income Strategies, LLC865$110K0.01%+21913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC844$107K0.02%013F-HRTimeline
PSI Advisors, LLC841$106K0.03%+113F-HRTimeline
Realta Investment Advisors784$102K0.04%+77713F-HRTimeline
SITTNER & NELSON, LLC800$101K0.04%013F-HRTimeline
Darwin Wealth Management, LLC788$99.9K0.03%-6613F-HR/ATimeline
SIMA Wealth Partners, LLC775$98.2K0.08%013F-HRTimeline
Pinnacle Bancorp, Inc.773$98K0.03%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.772$97.9K0.06%013F-HRTimeline
TFC Financial Management, Inc.764$96.8K0.02%013F-HRTimeline
LEE DANNER & BASS INC758$96.1K0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\746$94.6K<0.01%-82013F-HR/ATimelineGroup
WealthCollab, LLC743$94.2K0.06%-8113F-HRTimeline
LGT Financial Advisors LLC734$93.1K0.21%-7113F-HRTimeline
Knott David M Jr695$88.1K0.03%013F-HRTimeline
North Star Investment Management Corp.690$87.5K0.01%-4613F-HRTimeline
SYM FINANCIAL Corp676$85.7K0.01%013F-HRTimeline
MONTAG & CALDWELL, LLC675$85.6K0.02%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.668$84.7K0.03%-16913F-HRTimeline
Farther Finance Advisors, LLC663$84K<0.01%+20513F-HRTimeline
Game Plan Financial Advisors, LLC648$82.2K0.04%013F-HRTimeline
Hanson & Doremus Investment Management628$80K0.01%013F-HRTimeline
Gleason Group, Inc.626$79.3K0.01%+113F-HRTimeline
WEBSTER BANK, N. A.622$78.8K0.01%-113F-HRTimeline
Archer Investment Corp593$75.2K0.02%013F-HRTimeline
Stephens Consulting, LLC576$73K0.02%+113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC572$72.5K0.03%013F-HRTimeline
WOLFF WIESE MAGANA LLC572$72.5K0.05%+1013F-HRTimeline
Mill Capital Management, LLC570$72.2K0.01%013F-HRTimeline
Beacon Capital Management, LLC570$72.2K0.01%+113F-HRTimeline
Pflug Koory, LLC560$71K0.04%013F-HRTimeline
Bellwether Advisors, LLC553$70.1K0.01%new13F-HRTimeline
Elequin Capital, LP551$69.8K0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC550$69.7K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC540$68.4K0.01%+6813F-HRTimeline
Bank of New Hampshire512$64.9K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.509$64.5K0.05%13F-HRTimeline
Asset Dedication, LLC503$63.8K0.01%013F-HRTimeline
Compass Planning Associates Inc498$63.1K0.06%13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/497$63K0.03%+20713F-HRTimelineGroup
Operose Advisors LLC496$62.9K0.02%013F-HRTimeline
Glassman Wealth Services494$62.6K0.01%013F-HRTimeline
CoreCap Advisors, LLC481$61K<0.01%+23713F-HRTimeline
Hamilton Point Investment Advisors, LLC472$59.8K0.01%013F-HRTimeline
HighMark Wealth Management LLC469$59.5K0.03%+7013F-HRTimeline
AlphaMark Advisors, LLC466$59K0.03%013F-HRTimeline
ATWOOD & PALMER INC460$58.3K<0.01%013F-HRTimeline
Mechanics Financial Corp456$57.8K0.03%013F-HRTimeline
Kimelman & Baird, LLC428$54.2K<0.01%013F-HRTimeline