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Disclosery

IWP ISHARES TR

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ETF (fund)

1,154 managers (1,169 13F filers) reported a position in IWP shares at 2025-06-30, 102,862,628 shares in all. 123 filers opened a position and 47 filers sold out during the quarter.

Managers
1,154
13F filers
1,169
New
123
Added
334
Reduced
375
Sold out
47
Shares held by filers
102,862,628

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Yardley Wealth Management LLC2,200$305K0.17%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,187$303K0.26%013F-HRTimeline
Rockbridge Investment Management, LCC2,170$301K0.03%013F-HRTimeline
Alliance Wealth Management Group2,156$299K0.08%013F-HRTimeline
Lewis Asset Management, LLC2,151$298K0.14%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,150$298K0.01%-13,02813F-HRTimelineGroup
CIBC WORLD MARKET INC.2,147$298K<0.01%+10013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,139$297K0.02%+30413F-HRTimeline
BlackDiamond Wealth Management, LLC2,144$295K0.17%new13F-HRTimeline
DT Investment Partners, LLC2,124$295K0.03%013F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …2,120$294K0.04%013F-HRTimeline
BRADY FAMILY WEALTH, LLC2,115$293K0.09%013F-HRTimeline
Arbor Investment Advisors, LLC2,102$292K0.04%013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,088$290K0.03%013F-HR/ATimeline
Carlton Hofferkamp & Jenks Wealth Manag…2,025$288K0.1%-5813F-HRTimeline
Garde Capital, Inc.2,074$288K0.02%013F-HRTimeline
Insight Advisors, LLC/ PA2,070$287K0.05%+113F-HRTimeline
KPP Advisory Services LLC2,066$287K0.05%013F-HR/ATimeline
YHB Investment Advisors, Inc.2,064$286K0.02%013F-HRTimeline
CGN Advisors LLC2,053$285K0.03%-8613F-HRTimeline
Foundation Wealth Management, LLC2,052$285K0.2%013F-HRTimeline
Savvy Advisors, Inc.2,029$281K0.02%-1,83213F-HRTimeline
Portland Global Advisors LLC2,026$281K0.03%013F-HRTimeline
Goelzer Investment Management, Inc.2,017$280K0.02%013F-HRTimeline
Montz Harcus Wealth Management LLC2,013$279K0.13%+213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,009$279K0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,002$278K0.01%-1113F-HRTimeline
Ironwood Investment Counsel, LLC2,000$277K0.04%-25013F-HRTimeline
Transce3nd, LLC1,963$272K0.11%+2113F-HRTimeline
TOWNSQUARE CAPITAL LLC1,943$269K0.03%-8,54713F-HRTimeline
SCOTIA CAPITAL INC.1,940$269K<0.01%013F-HRTimeline
ORG Partners LLC1,936$267K0.06%-8913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,927$267K0.01%+11513F-HRTimeline
Retirement Planning Group, LLC1,916$266K0.01%-113F-HRTimeline
FARMERS TRUST CO1,914$265K0.05%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,899$263K0.02%-713F-HRTimelineGroup
Fayez Sarofim & Coin group Fayez Sarofim & Co1,896$263K<0.01%013F-HRTimelineGroup
Wealthspire Retirement, LLC1,890$262K0.02%013F-HRTimeline
GC Wealth Management RIA, LLC1,890$262K0.02%new13F-HRTimeline
Edge Financial Advisors LLC1,891$262K0.14%+213F-HRTimeline
Consolidated Portfolio Review Corp1,882$261K0.04%+8913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,879$261K0.01%-22813F-HRTimeline
Timonier Family Office, LTD.1,862$258K0.1%013F-HRTimeline
Washington Trust Advisors, Inc.1,861$258K0.02%+10113F-HRTimeline
CCG WEALTH MANAGEMENT, LLC1,859$258K0.14%013F-HRTimeline
Windsor Capital Management, LLC1,858$258K0.08%+113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,857$258K0.07%-4913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,853$257K<0.01%new13F-HRTimelineGroup
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.1,852$257K0.16%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO1,795$255K0.08%+213F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,835$255K0.1%-16013F-HRTimeline
Waterloo Capital, L.P.1,827$253K0.02%013F-HRTimeline
PHILADELPHIA TRUST CO1,826$253K0.02%013F-HRTimeline
Shira Ridge Wealth Management1,822$253K0.12%013F-HRTimeline
Von Berge Wealth Management Group, LLC1,800$252K0.14%013F-HRTimeline
Rothschild Capital Partners, LLC1,809$251K0.07%-1,16613F-HRTimeline
Balefire, LLC1,783$247K0.05%new13F-HRTimeline
Navigation Wealth Management, Inc.1,774$246K0.36%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC1,771$246K0.06%-15013F-HRTimeline
Tanager Wealth Management LLP1,769$245K0.03%-18013F-HRTimeline
CERTUITY, LLC1,767$245K0.02%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,760$244K0.02%013F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,741$241K0.01%013F-HRTimeline
Impact Partnership Wealth, LLC1,741$241K0.04%-28013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,740$241K0.01%013F-HRTimeline
CORA CAPITAL ADVISORS LLC1,740$241K0.11%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,737$241K<0.01%+2013F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,734$240K0.03%013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC1,734$240K<0.01%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,731$240K0.01%-1,26813F-HRTimeline
Maridea Wealth Management LLC1,728$240K0.06%013F-HRTimeline
Wedmont Private Capital1,700$237K0.01%new13F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.1,702$237K0.2%+113F-HRTimeline
Everhart Financial Group, Inc.1,705$236K0.03%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,704$236K0.14%+80413F-HRTimeline
Northwest Financial Advisors1,704$236K0.33%-7713F-HRTimeline
One Wealth Management Investment & Advi…1,692$235K0.3%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,691$235K<0.01%new13F-HRTimelineGroup
Kingstone Capital Partners Texas, LLC1,685$234K0.15%-27013F-HR/ATimeline
Mason & Associates Inc1,685$234K0.05%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.1,683$233K0.08%new13F-HRTimeline
CRUX WEALTH ADVISORS1,681$233K0.1%new13F-HRTimeline
Institute for Wealth Management, LLC.1,679$233K0.03%new13F-HRTimeline
Trivium Point Advisory, LLC1,678$233K0.03%-12213F-HRTimeline
Axis Wealth Partners, LLC1,675$232K0.15%-65813F-HRTimeline
Acropolis Investment Management, LLC1,675$232K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,670$232K0.01%013F-HR/ATimeline
Shared Vision Wealth Group LLC1,635$231K0.12%-37313F-HRTimeline
Evanson Asset Management, LLC1,662$230K0.01%new13F-HRTimeline
Trivant Custom Portfolio Group, LLC1,660$230K0.13%013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,658$230K0.11%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC1,655$230K0.03%new13F-HRTimeline
OAKWORTH CAPITAL, INC.1,642$228K0.01%-5013F-HRTimeline
Avestar Capital, LLC1,636$227K0.02%-2,42413F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA1,635$227K0.05%new13F-HRTimeline
RHUMBLINE ADVISERS1,616$224K<0.01%-1,56913F-HRTimeline
DUNCKER STREETT & CO INC1,606$223K0.04%+2613F-HRTimeline
ALTFEST L J & CO INC1,604$222K0.03%new13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC1,600$222K0.09%new13F-HRTimeline
First Nebraska Trust Co1,600$222K0.02%new13F-HRTimeline
Mascagni Wealth Management, Inc.1,594$221K0.19%new13F-HRTimeline
Strategic Blueprint, LLC1,594$221K0.01%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,593$221K0.01%new13F-HRTimelineGroup
Athena Investment Management1,590$221K0.12%new13F-HRTimeline
Accelerate Investment Advisors LLC1,588$220K0.16%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,585$220K0.01%-19,71613F-HRTimelineGroup
SCS Capital Management LLC1,580$219K<0.01%-18513F-HRTimeline
Carrera Capital Advisors1,579$219K0.04%new13F-HRTimeline
Blue Barn Wealth, LLC1,572$218K0.1%new13F-HRTimeline
UNIQUE WEALTH, LLC1,566$217K0.04%new13F-HRTimeline
Clare Market Investments LLC1,561$217K0.05%new13F-HRTimeline
Bond & Devick Financial Network, Inc.1,560$216K0.07%new13F-HRTimeline
Trust Co of the South1,559$216K0.04%new13F-HRTimeline
Cypress Wealth Services, LLC1,558$216K0.04%new13F-HRTimeline
Shepherd Financial Partners LLC1,547$215K0.02%new13F-HRTimeline
LaFleur & Godfrey LLC1,542$214K0.03%new13F-HRTimeline
Smith & Howard Wealth Management, LLC1,529$212K0.05%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,524$211K<0.01%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC1,522$211K0.02%new13F-HRTimeline
Hendershot Investments Inc.1,522$211K0.03%new13F-HRTimeline
GW&K Investment Management, LLC1,521$211K<0.01%013F-HRTimeline
American Money Management, LLC1,519$211K0.04%new13F-HRTimeline
Leo Wealth, LLC1,518$211K0.02%new13F-HRTimeline
TigerOak Management, L.L.C.1,518$211K0.07%new13F-HRTimeline
PBMares Wealth Management LLC1,515$210K0.04%new13F-HRTimeline
First International Bank & Trust1,514$210K0.07%-2,84313F-HRTimeline
Alta Wealth Advisors LLC1,511$210K0.1%new13F-HRTimeline
Edgemoor Investment Advisors, Inc.1,510$209K0.02%new13F-HRTimeline
Centerpoint Advisory Group1,500$208K0.18%new13F-HRTimeline
Granite Bay Wealth Management, LLC1,500$208K0.07%new13F-HRTimeline
THEORY FINANCIAL LLC1,464$207K0.08%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC1,492$207K0.08%new13F-HRTimeline
Decker Retirement Planning Inc.1,490$207K0.12%-15513F-HRTimeline
Per Stirling Capital Management, LLC.1,489$207K0.03%new13F-HRTimeline
ERn Financial, LLC1,489$206K0.04%new13F-HRTimeline
Harfst & Associates, Inc.1,475$205K0.04%new13F-HRTimeline
PARTHENON LLC1,474$204K0.02%new13F-HRTimeline
RiverFront Investment Group, LLC1,468$204K<0.01%new13F-HRTimeline
LEGACY FINANCIAL GROUP, INC.1,468$204K0.06%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.1,463$203K<0.01%new13F-HRTimeline
Symphony Financial, Ltd. Co.1,468$203K0.03%new13F-HR/ATimeline
Modern Wealth Management, LLC1,458$202K0.01%new13F-HR/ATimeline
Coastal Bridge Advisors, LLC1,458$202K0.02%new13F-HRTimeline
McNaughton Wealth Management, LLC1,457$202K0.09%new13F-HRTimeline
Performa Ltd (US), LLC1,456$202K0.06%+113F-HRTimeline
Lauterbach Financial Advisors, LLC1,456$202K0.11%new13F-HRTimeline
Trexquant Investment LP1,454$202K<0.01%new13F-HRTimeline
Bigelow Investment Advisors, LLC1,450$201K0.09%new13F-HRTimeline
Csenge Advisory Group1,508$200K0.01%new13F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,444$200K0.08%new13F-HRTimeline
AlphaCore Capital LLC1,435$199K0.01%+20113F-HRTimeline
MONTAG A & ASSOCIATES INC1,392$193K0.01%013F-HRTimeline
Global Trust Asset Management, LLC1,387$192K0.1%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,383$192K0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,383$192K0.02%+1113F-HRTimeline
Milestone Investment Advisors LLC1,321$183K0.05%-9413F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,235$171K0.09%013F-HRTimeline
N.E.W. Advisory Services LLC1,228$170K0.02%013F-HRTimeline
Biltmore Family Office, LLC1,200$166K0.03%+10413F-HRTimeline
Ramirez Asset Management, Inc.1,200$166K0.03%-20013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,194$166K0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,256$159K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,146$159K0.05%+113F-HRTimeline
BOK Financial Private Wealth, Inc.1,146$159K0.01%-46013F-HRTimeline
Trifecta Capital Advisors, LLC1,146$159K0.03%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,140$158K0.04%013F-HRTimeline
EASTERN BANK1,139$158K<0.01%+4613F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,132$157K<0.01%-3,26113F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,122$156K<0.01%013F-HRTimeline
CoreFirst Bank & Trust1,096$152K0.09%new13F-HRTimeline
SIMPLEX TRADING, LLC1,082$150K<0.01%-75813F-HRTimeline
Pineridge Advisors LLC1,076$149K0.05%-3413F-HRTimeline
BALLAST ADVISORS LLC1,032$143K0.04%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,027$142K0.01%013F-HRTimelineGroup
Trust Co1,018$141K0.02%013F-HRTimeline
Rialto Wealth Management, LLC1,015$141K0.04%-17013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,000$139K0.02%013F-HRTimeline
UNION SAVINGS BANK971$137K0.06%013F-HRTimeline
Copia Wealth Management988$137K0.12%013F-HRTimeline
Bogart Wealth, LLC969$134K0.01%-10913F-HRTimeline
REAP Financial Group, LLC919$127K0.03%-4213F-HRTimeline
Salomon & Ludwin, LLC914$126K0.01%-4113F-HRTimeline
Bare Financial Services, Inc910$126K0.04%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC844$117K0.02%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …820$114K<0.01%013F-HR/ATimelineGroup
Pinnacle Bancorp, Inc.820$114K0.04%013F-HRTimeline
SITTNER & NELSON, LLC800$111K0.04%013F-HRTimeline
Perkins Coie Trust Co797$111K0.02%-23013F-HRTimeline
Darwin Wealth Management, LLC788$109K0.04%013F-HRTimeline
Rise Advisors, LLC781$108K0.04%+113F-HRTimeline
Sound Income Strategies, LLC768$106K0.01%-11013F-HRTimeline
TFC Financial Management, Inc.764$106K0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\746$103K<0.01%013F-HRTimelineGroup
WealthCollab, LLC743$103K0.06%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC883$103K0.09%-38013F-HRTimeline
Knott David M Jr695$96.4K0.04%013F-HRTimeline
North Star Investment Management Corp.690$95.7K0.01%013F-HRTimeline
SYM FINANCIAL Corp676$93.8K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB675$93.6K<0.01%-8813F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.672$93.2K0.05%013F-HRTimeline