IWP ISHARES TR

ETF (fund)

1,076 managers (1,091 13F filers) reported a position in IWP shares at 2025-03-31, 105,835,470 shares in all. 55 filers opened a position and 87 filers sold out during the quarter.

Managers: 1,076
13F filers: 1,091
New: 55
Added: 337
Reduced: 381
Sold out: 87
Shares held by filers: 105,835,470

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …	2,120	$249K	0.03%	0	13F-HR Timeline
HOWE & RUSLING INC	2,118	$249K	0.02%	+1,578	13F-HR Timeline
BRADY FAMILY WEALTH, LLC	2,115	$248K	0.08%	0	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	2,107	$248K	0.01%	-127	13F-HR/A Timeline
Arbor Investment Advisors, LLC	2,102	$247K	0.03%	0	13F-HR Timeline
Broadview Financial Management, LLC	2,095	$246K	0.18%	+1	13F-HR Timeline
COZAD ASSET MANAGEMENT INC	2,088	$245K	0.02%	0	13F-HR Timeline
Bryn Mawr Trust Advisors, LLC	2,081	$244K	0.01%	0	13F-HR Timeline
Beacon Financial Advisory LLC	2,076	$244K	0.07%	+28	13F-HR Timeline
Garde Capital, Inc.	2,074	$244K	0.01%	0	13F-HR Timeline
Insight Advisors, LLC/ PA	2,069	$243K	0.04%	0	13F-HR Timeline
KPP Advisory Services LLC	2,066	$243K	0.05%	0	13F-HR Timeline
YHB Investment Advisors, Inc.	2,064	$242K	0.02%	-200	13F-HR Timeline
Foundation Wealth Management, LLC	2,052	$241K	0.19%	0	13F-HR Timeline
CIBC WORLD MARKET INC.	2,047	$241K	<0.01%	0	13F-HR Timeline
ORG Partners LLC	2,025	$240K	0.06%	+1,137	13F-HR Timeline
Portland Global Advisors LLC	2,026	$238K	0.03%	0	13F-HR Timeline
Impact Partnership Wealth, LLC	2,021	$237K	0.05%	+135	13F-HR Timeline
Goelzer Investment Management, Inc.	2,017	$237K	0.01%	-260	13F-HR/A Timeline
FLAGSHIP HARBOR ADVISORS, LLC	2,013	$237K	0.01%	0	13F-HR Timeline
Montz Harcus Wealth Management LLC	2,011	$236K	0.13%	+2	13F-HR Timeline
SAGESPRING WEALTH PARTNERS, LLC	2,009	$236K	0.01%	-1	13F-HR Timeline
Shared Vision Wealth Group LLC	2,008	$236K	0.13%	0	13F-HR Timeline
Carlton Hofferkamp & Jenks Wealth Manag…	2,083	$234K	0.1%	+4	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	1,995	$234K	0.11%	-487	13F-HR Timeline
NORDEN GROUP LLC	1,984	$233K	0.03%	-355	13F-HR Timeline
Kingstone Capital Partners Texas, LLC	1,955	$230K	0.19%	+1	13F-HR Timeline
Tanager Wealth Management LLP	1,949	$229K	0.03%	new	13F-HR Timeline
SCOTIA CAPITAL INC.	1,940	$228K	<0.01%	0	13F-HR Timeline
Transce3nd, LLC	1,942	$227K	0.1%	-131	13F-HR Timeline
Keystone Wealth Services, LLC	1,929	$227K	0.06%	-33	13F-HR Timeline
Clayton Financial Group LLC	1,928	$227K	0.08%	+36	13F-HR Timeline
Safeguard Investment Advisory Group, LLC	1,921	$226K	0.06%	-5	13F-HR Timeline
Retirement Planning Group, LLC	1,917	$225K	0.01%	-811	13F-HR Timeline
Empower Advisory Group, LLC	1,910	$224K	<0.01%	-5	13F-HR Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	1,906	$224K	0.02%	+170	13F-HR Timeline Group
WEST MICHIGAN ADVISORS, LLC	1,906	$224K	0.07%	-17	13F-HR Timeline
Fayez Sarofim & Coin group Fayez Sarofim & Co	1,896	$223K	<0.01%	0	13F-HR Timeline Group
Wealthspire Retirement, LLC	1,890	$222K	0.02%	0	13F-HR Timeline
Edge Financial Advisors LLC	1,889	$222K	0.14%	-67	13F-HR Timeline
Timonier Family Office, LTD.	1,862	$219K	0.1%	0	13F-HR Timeline
American State Bank (Iowa)	1,860	$219K	0.13%	0	13F-HR Timeline
CCG WEALTH MANAGEMENT, LLC	1,859	$218K	0.13%	0	13F-HR Timeline
Windsor Capital Management, LLC	1,857	$218K	0.07%	0	13F-HR Timeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	1,852	$218K	0.16%	0	13F-HR Timeline
SIMPLEX TRADING, LLC	1,840	$216K	0.01%	new	13F-HR Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	1,835	$216K	0.02%	-2,520	13F-HR Timeline
PHILADELPHIA TRUST CO	1,826	$215K	0.02%	0	13F-HR Timeline
Von Berge Wealth Management Group, LLC	1,800	$215K	0.14%	0	13F-HR Timeline
Waterloo Capital, L.P.	1,827	$215K	0.02%	+5	13F-HR Timeline
Shira Ridge Wealth Management	1,822	$214K	0.11%	0	13F-HR Timeline
CAHILL FINANCIAL ADVISORS INC	1,814	$213K	0.03%	-561	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	1,812	$213K	0.01%	0	13F-HR Timeline
Trivium Point Advisory, LLC	1,800	$211K	0.03%	-231	13F-HR Timeline
Consolidated Portfolio Review Corp	1,793	$211K	0.03%	new	13F-HR Timeline
SUMMIT INVESTMENT ADVISORS, INC.	1,701	$209K	0.19%	+202	13F-HR Timeline
Northwest Financial Advisors	1,781	$209K	0.17%	-7	13F-HR Timeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …	1,717	$208K	0.01%	new	13F-HR Timeline Group
SCS Capital Management LLC	1,765	$207K	<0.01%	new	13F-HR/A Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	1,760	$207K	0.01%	0	13F-HR Timeline Group
Washington Trust Advisors, Inc.	1,760	$207K	0.02%	+36	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	1,753	$206K	0.1%	+1,256	13F-HR Timeline Group
ROMAN BUTLER FULLERTON & CO	1,793	$205K	0.08%	+1	13F-HR Timeline
SIGMA INVESTMENT COUNSELORS INC	1,741	$205K	0.01%	0	13F-HR Timeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/	1,740	$204K	0.01%	0	13F-HR Timeline
CORA CAPITAL ADVISORS LLC	1,740	$204K	0.1%	0	13F-HR Timeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK	1,734	$204K	0.03%	0	13F-HR/A Timeline Group
Maridea Wealth Management LLC	1,728	$203K	0.07%	0	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	1,717	$202K	<0.01%	+585	13F-HR Timeline Group
Blue Trust, Inc.	1,697	$199K	<0.01%	-114	13F-HR Timeline
OAKWORTH CAPITAL, INC.	1,692	$199K	0.01%	+50	13F-HR Timeline
Acropolis Investment Management, LLC	1,675	$197K	0.01%	0	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	1,670	$196K	0.01%	0	13F-HR Timeline
Trivant Custom Portfolio Group, LLC	1,660	$195K	0.11%	-1	13F-HR Timeline
Decker Retirement Planning Inc.	1,645	$193K	0.12%	+133	13F-HR Timeline
BOK Financial Private Wealth, Inc.	1,606	$189K	0.01%	-550	13F-HR Timeline
DUNCKER STREETT & CO INC	1,580	$186K	0.04%	+40	13F-HR Timeline
Farther Finance Advisors, LLC	1,540	$183K	<0.01%	+877	13F-HR Timeline
GW&K Investment Management, LLC	1,521	$179K	<0.01%	new	13F-HR Timeline
Performa Ltd (US), LLC	1,455	$171K	0.06%	+1	13F-HR Timeline
Milestone Investment Advisors LLC	1,415	$166K	0.05%	0	13F-HR Timeline
SOA Wealth Advisors, LLC.	1,408	$165K	0.03%	0	13F-HR Timeline
Ramirez Asset Management, Inc.	1,400	$164K	0.03%	+500	13F-HR Timeline
MONTAG A & ASSOCIATES INC	1,392	$164K	0.01%	-1,431	13F-HR Timeline
Global Trust Asset Management, LLC	1,387	$163K	0.1%	-12,419	13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	1,383	$162K	0.01%	0	13F-HR Timeline Group
GPS Wealth Strategies Group, LLC	1,372	$161K	0.02%	+466	13F-HR Timeline
Evensky & Katz LLC	1,368	$161K	0.01%	+1	13F-HR Timeline
Sunbelt Securities, Inc.	1,256	$148K	0.01%	0	13F-HR Timeline
ARCADIA INVESTMENT ADVISORS LLC	1,235	$145K	0.08%	0	13F-HR Timeline
AlphaCore Capital LLC	1,234	$145K	0.01%	new	13F-HR Timeline
N.E.W. Advisory Services LLC	1,228	$144K	0.01%	new	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	1,194	$140K	0.01%	0	13F-HR Timeline
Rialto Wealth Management, LLC	1,185	$139K	0.04%	-43	13F-HR Timeline
Trifecta Capital Advisors, LLC	1,146	$135K	0.03%	0	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	1,145	$135K	0.05%	+1	13F-HR Timeline
Atlantic Edge Private Wealth Management…	1,140	$134K	0.04%	0	13F-HR Timeline
Runnymede Capital Advisors, Inc.	1,125	$132K	0.13%	-105	13F-HR Timeline
Pineridge Advisors LLC	1,110	$130K	0.05%	-92	13F-HR Timeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…	1,122	$130K	<0.01%	0	13F-HR Timeline
Biltmore Family Office, LLC	1,096	$129K	0.02%	0	13F-HR Timeline
EASTERN BANK	1,093	$128K	<0.01%	0	13F-HR Timeline
Bogart Wealth, LLC	1,078	$127K	0.01%	-59	13F-HR Timeline
BALLAST ADVISORS LLC	1,032	$121K	0.04%	-200	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	1,027	$121K	0.01%	0	13F-HR Timeline Group
Perkins Coie Trust Co	1,027	$121K	0.03%	0	13F-HR Timeline
Trust Co	1,018	$120K	0.01%	0	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	1,000	$117K	0.02%	0	13F-HR Timeline
Copia Wealth Management	988	$116K	0.11%	-1	13F-HR Timeline
UNION SAVINGS BANK	971	$114K	0.06%	-13	13F-HR Timeline
REAP Financial Group, LLC	961	$113K	0.03%	-434	13F-HR Timeline
Salomon & Ludwin, LLC	955	$112K	0.01%	-71	13F-HR Timeline
WASHINGTON TRUST Co	952	$112K	<0.01%	0	13F-HR Timeline
Realta Investment Advisors	931	$109K	0.05%	+147	13F-HR Timeline
Nova Wealth Management, Inc.	919	$108K	0.09%	+707	13F-HR/A Timeline
Bare Financial Services, Inc	910	$107K	0.04%	0	13F-HR Timeline
MATRIX PRIVATE CAPITAL GROUP LLC	900	$106K	0.06%	0	13F-HR Timeline
Evelyn Partners Group Ltdgroup of 2 filers holding	890	$105K		0	Timeline Evelyn Partners Investment Manage…: 666 (<0.01%) 13F-HR/A Evelyn Partners Asset Management …: 224 (0.01%) 13F-HR/A
PIN OAK INVESTMENT ADVISORS INC	1,263	$104K	0.08%	0	13F-HR Timeline
Sound Income Strategies, LLC	878	$103K	0.01%	+13	13F-HR Timeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	860	$101K	<0.01%	new	13F-HR Timeline
Darwin Wealth Management, LLC	788	$99.9K	0.03%	0	13F-HR Timeline
RAFFA WEALTH MANAGEMENT, LLC	844	$99.2K	0.02%	0	13F-HR Timeline
Pinnacle Bancorp, Inc.	820	$96.3K	0.03%	+47	13F-HR Timeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …	820	$96K	<0.01%	new	13F-HR Timeline Group
SITTNER & NELSON, LLC	800	$94K	0.04%	0	13F-HR Timeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.	800	$94K	<0.01%	-200	13F-HR Timeline Group
Rise Advisors, LLC	780	$91.6K	0.04%	new	13F-HR Timeline
SIMA Wealth Partners, LLC	775	$91.1K	0.08%	0	13F-HR Timeline
TFC Financial Management, Inc.	764	$89.8K	0.01%	0	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	763	$89.6K	<0.01%	-105	13F-HR Timeline
Lord & Richards Wealth Management, LLC	747	$87.8K	0.1%	-1,060	13F-HR Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\	746	$87.6K	<0.01%	0	13F-HR Timeline Group
WealthCollab, LLC	743	$87.3K	0.05%	0	13F-HR Timeline
Knott David M Jr	695	$81.7K	0.04%	0	13F-HR Timeline
North Star Investment Management Corp.	690	$81.1K	0.01%	0	13F-HR Timeline
SYM FINANCIAL Corp	676	$79.4K	0.01%	0	13F-HR Timeline
Koesten, Hirschmann & Crabtree, INC.	672	$79K	0.05%	-100	13F-HR Timeline
Game Plan Financial Advisors, LLC	648	$76.1K	0.04%	0	13F-HR Timeline
MATHER GROUP, LLC.	645	$75.8K	<0.01%	-1,600	13F-HR Timeline
Hanson & Doremus Investment Management	628	$74K	0.01%	0	13F-HR Timeline
Gleason Group, Inc.	627	$73.6K	0.01%	+1	13F-HR Timeline
WEBSTER BANK, N. A.	622	$73.1K	0.01%	0	13F-HR Timeline
Archer Investment Corp	593	$69.7K	0.02%	0	13F-HR Timeline
Stephens Consulting, LLC	576	$67.7K	0.02%	0	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	573	$67.3K	0.03%	+1	13F-HR Timeline
WOLFF WIESE MAGANA LLC	572	$67.2K	0.05%	0	13F-HR Timeline
Mill Capital Management, LLC	570	$67K	0.01%	0	13F-HR Timeline
Beacon Capital Management, LLC	570	$67K	0.01%	0	13F-HR Timeline
Pflug Koory, LLC	560	$65.8K	0.04%	0	13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	550	$64.6K	<0.01%	0	13F-HR Timeline Group
Glassman Wealth Services	516	$60.6K	0.01%	+22	13F-HR Timeline
Bank of New Hampshire	512	$60.2K	0.02%	0	13F-HR Timeline
PINNEY & SCOFIELD, INC.	509	$59.8K	0.04%	0	13F-HR Timeline
Compass Planning Associates Inc	498	$58.5K	0.06%	0	13F-HR Timeline
Operose Advisors LLC	496	$58.3K	0.02%	0	13F-HR Timeline
HighMark Wealth Management LLC	482	$56.6K	0.03%	+13	13F-HR Timeline
Integrity Financial Corp /WA	480	$56.4K	0.03%	+97	13F-HR Timeline
CoreCap Advisors, LLC	473	$55.6K	<0.01%	-8	13F-HR Timeline
AMERIFLEX GROUP, INC.	473	$55.5K	0.02%	+374	13F-HR Timeline
HWG Holdings LP	472	$55.5K	0.02%	-133,535	13F-HR Timeline
Hamilton Point Investment Advisors, LLC	472	$55.5K	0.01%	0	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	471	$55.3K	<0.01%	-630	13F-HR Timeline
ATWOOD & PALMER INC	460	$54K	<0.01%	0	13F-HR Timeline
LGT Financial Advisors LLC	458	$53.8K	0.16%	-276	13F-HR Timeline
Mechanics Financial Corp	456	$53.6K	0.02%	0	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	440	$51.7K	0.01%		13F-HR Timeline Group
Kimelman & Baird, LLC	428	$50.3K	<0.01%	0	13F-HR Timeline
Bernard Wealth Management Corp.	428	$50.3K	0.02%	0	13F-HR Timeline
Horizons Wealth Management	426	$50.1K	0.04%	0	13F-HR Timeline
Medallion Wealth Advisors, LLC	420	$49.3K	0.02%	0	13F-HR Timeline
Wood Tarver Financial Group, LLC	401	$47.1K	0.02%	0	13F-HR Timeline
Coston, McIsaac & Partners	405	$47K	0.01%	0	13F-HR Timeline
Indiana Trust & Investment Management Co	383	$45K	0.02%	0	13F-HR Timeline
Nalls Sherbakoff Group, LLC	383	$45K	0.04%		13F-HR Timeline
Millstone Evans Group, LLC	381	$44.8K	0.03%	+310	13F-HR Timeline
Aptus Capital Advisors, LLC	375	$44.1K	<0.01%	-44	13F-HR Timeline
TOWER TRUST & INVESTMENT Co	342	$41.5K	0.03%		13F-HR Timeline
Concord Wealth Partnersin group Concord Wealth Partners	329	$38.6K	0.01%	0	13F-HR Timeline Group
PITTENGER & ANDERSON INC	320	$37.6K	<0.01%	0	13F-HR Timeline
CX Institutional	311	$37K	<0.01%	new	13F-HR Timeline
Founders Financial Alliance, LLC	307	$36K	0.01%	+50	13F-HR Timeline
Asset Dedication, LLC	305	$35.8K	<0.01%	-198	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	304	$35.7K	0.03%	0	13F-HR Timeline
Insight Inv LLC	298	$35K	0.02%	0	13F-HR Timeline
ADIRONDACK TRUST CO	296	$34.8K	0.01%	0	13F-HR Timeline
Cape Investment Advisory, Inc.	289	$34K	0.01%	-2	13F-HR Timeline
Register Financial Advisors LLC	284	$33.4K	0.02%	0	13F-HR Timeline
Smartleaf Asset Management LLC	273	$32.1K	<0.01%	0	13F-HR Timeline
JNBA Financial Advisors	267	$31.4K	<0.01%	0	13F-HR Timeline
Avion Wealth	248	$31K	0.01%	0	13F-HR Timeline
West Branch Capital LLC	260	$30.6K	0.01%	-55	13F-HR Timeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…	258	$30.3K	0.01%	0	13F-HR Timeline Group
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.	243	$28.6K	<0.01%	new	13F-HR Timeline Group
Capital Investment Advisory Services, L…	229	$26.9K	<0.01%	+94	13F-HR Timeline
Laurel Wealth Advisors LLC	222	$26.1K	<0.01%	0	13F-HR Timeline
Ameliora Wealth Management Ltd.	200	$25.4K	0.01%	0	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	208	$24.4K	0.01%	0	13F-HR Timeline Group
DHJJ Financial Advisors, Ltd.	207	$24.4K	0.01%	-6	13F-HR Timeline
Hughes Financial Services, LLC	202	$23.9K	<0.01%	new	13F-HR Timeline