IWP ISHARES TR

ETF (fund)

1,223 managers (1,237 13F filers) reported a position in IWP shares at 2025-12-31, 116,864,824 shares in all. 81 filers opened a position and 65 filers sold out during the quarter.

Managers: 1,223
13F filers: 1,237
New: 81
Added: 403
Reduced: 335
Sold out: 65
Shares held by filers: 116,864,824

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Independence Bank of Kentucky	2,444	$335K	0.04%	-28	13F-HR Timeline
HFG Advisors, Inc.	2,439	$334K	0.24%	-615	13F-HR Timeline
Abacus Planning Group, Inc.	2,439	$334K	0.04%	-481	13F-HR Timeline
SeaCrest Wealth Management, LLC	2,356	$332K	0.03%	0	13F-HR Timeline
Pacific Sun Financial Corp	2,418	$331K	0.16%	+90	13F-HR Timeline
PIONEER TRUST BANK N A/OR	2,400	$329K	0.08%	0	13F-HR Timeline
Heritage Family Offices, LLP	2,398	$328K	0.15%	new	13F-HR Timeline
Fortune Financial Advisors, LLC	2,396	$328K	0.22%	+1	13F-HR Timeline
FDx Advisors, Inc.	2,398	$328K	0.17%	+39	13F-HR Timeline
EWA, LLC	2,395	$328K	0.08%	new	13F-HR Timeline
Prairie Wealth Advisors, Inc.	0	$326K	0.14%	-2,380	13F-HR TimelineAmount filed as zero, left out of ratios.
Busey Bank	2,372	$325K	0.01%	0	13F-HR Timeline
NAPLES GLOBAL ADVISORS, LLC	2,370	$325K	0.02%	0	13F-HR Timeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC	2,365	$324K	<0.01%	0	13F-HR Timeline Group
Prosperity Planning, Inc.	2,361	$323K	0.08%	-6	13F-HR Timeline
Towercrest Capital Management	2,360	$323K	0.05%	0	13F-HR Timeline
LRI Investments, LLC	2,350	$322K	0.03%	0	13F-HR Timeline
Verdence Capital Advisors LLC	2,350	$322K	0.02%	-216	13F-HR Timeline
Csenge Advisory Group	2,342	$321K	0.01%	+559	13F-HR Timeline
SIGNET FINANCIAL MANAGEMENT, LLC	2,340	$320K	0.04%	-140	13F-HR Timeline
HOWE & RUSLING INC	2,326	$319K	0.02%	0	13F-HR Timeline
Wealth Science Advisors LLC	2,326	$319K	0.18%		13F-HR Timeline
WealthShield Partners, LLC	2,320	$318K	0.04%	0	13F-HR Timeline
Kendall Capital Management	2,318	$317K	0.07%	0	13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	2,280	$312K	0.03%	0	13F-HR Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	2,276	$312K	0.03%	+845	13F-HR Timeline Group
Signature Equity Partners, LLC	2,276	$312K	0.17%		13F-HR Timeline
Nova Wealth Management, Inc.	2,271	$311K	0.21%	-77	13F-HR Timeline
Armor Investment Advisors, LLC	2,265	$310K	0.11%	0	13F-HR Timeline
Rothschild Capital Partners, LLC	2,264	$310K	0.07%	+548	13F-HR Timeline
MONARCH CAPITAL MANAGEMENT INC	2,256	$309K	0.08%	0	13F-HR Timeline
MONETARY MANAGEMENT GROUP INC	2,250	$308K	0.07%	0	13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	2,247	$308K	0.1%	-3,294	13F-HR Timeline
Grove Bank & Trust	2,246	$308K	0.03%	0	13F-HR Timeline
Patten Group, Inc.	2,240	$307K	0.06%	-279	13F-HR Timeline
Amplius Wealth Advisors, LLC	2,238	$306K	0.03%	+2	13F-HR Timeline
BostonPremier Wealth LLC	2,230	$305K	0.16%	+2	13F-HR Timeline
Financial Perspectives, Inc	2,227	$305K	0.08%	0	13F-HR Timeline
Accelerate Investment Advisors LLC	2,207	$302K	0.2%	+619	13F-HR Timeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.	2,205	$302K	<0.01%	new	13F-HR Timeline Group
Stiles Financial Services Inc	2,200	$301K	0.09%	0	13F-HR Timeline
MCDONALD PARTNERS LLC	2,200	$301K	0.09%	0	13F-HR Timeline
Yardley Wealth Management LLC	2,200	$301K	0.16%	0	13F-HR Timeline
STEPHEN J. GARRY & ASSOCIATES, LLC	2,187	$299K	0.24%	0	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	2,171	$297K	<0.01%	-107	13F-HR Timeline Group
Alliance Wealth Management Group	2,156	$295K	0.06%	0	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	2,151	$295K	0.01%	0	13F-HR Timeline Group
Diversified Portfolios, Inc.	2,148	$294K	0.02%	-59	13F-HR Timeline
Rockbridge Investment Management, LCC	2,140	$293K	0.03%	0	13F-HR Timeline
DT Investment Partners, LLC	2,124	$291K	0.02%	0	13F-HR Timeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …	2,120	$290K	0.03%	0	13F-HR Timeline
Cypress Wealth Services, LLC	2,116	$290K	0.04%	0	13F-HR Timeline
BRADY FAMILY WEALTH, LLC	2,115	$290K	0.09%	0	13F-HR Timeline
Meramec Financial Planners, LLC	2,136	$290K	0.11%		13F-HR Timeline
Paladin Partners, LLC	2,110	$289K	0.22%		13F-HR Timeline
Elwood & Goetz Wealth Advisory Group, L…	2,106	$288K	0.05%	new	13F-HR Timeline
Transcendent Capital Group LLC	2,104	$288K	0.13%	+19	13F-HR Timeline
Arbor Investment Advisors, LLC	2,102	$288K	0.04%	0	13F-HR Timeline
Garde Capital, Inc.	2,074	$284K	0.02%	0	13F-HR Timeline
EFG International AGin group EFG International AG	2,072	$284K	0.01%		13F-HR Timeline Group
KPP Advisory Services LLC	2,066	$283K	0.04%	0	13F-HR Timeline
YHB Investment Advisors, Inc.	2,064	$283K	0.02%	0	13F-HR Timeline
LCNB CORP	2,060	$282K	0.09%	new	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	2,063	$282K	0.01%	-3,223	13F-HR/A Timeline Group
SAGESPRING WEALTH PARTNERS, LLC	2,057	$282K	0.01%	-279	13F-HR Timeline
COZAD ASSET MANAGEMENT INC	2,053	$281K	0.02%	-35	13F-HR Timeline
Align Financial, LLC	280,727	$281K	0.2%		13F-HR Timeline
Bogart Wealth, LLC	2,050	$281K	0.01%	+621	13F-HR Timeline
CIBC WORLD MARKET INC.	2,047	$280K	<0.01%	0	13F-HR Timeline
JIM SAULNIER & ASSOCIATES, LLC	2,047	$280K	0.15%	-1,256	13F-HR Timeline
Carlton Hofferkamp & Jenks Wealth Manag…	2,046	$280K	0.09%	+20	13F-HR Timeline
TRUST CO OF VERMONT	2,026	$277K	0.01%	-2,607	13F-HR Timeline
Portland Global Advisors LLC	2,026	$277K	0.03%	0	13F-HR Timeline
Lewis Asset Management, LLC	2,022	$277K	0.11%	-248	13F-HR Timeline
Mill Capital Management, LLC	2,020	$277K	0.02%	+1,450	13F-HR Timeline
Goelzer Investment Management, Inc.	2,017	$276K	0.01%	0	13F-HR Timeline
Montz Harcus Wealth Management LLC	2,017	$276K	0.11%	+2	13F-HR Timeline
Fisher Asset Management, LLC	2,011	$276K	<0.01%	-1,610	13F-HR Timeline
Foundation Wealth Management, LLC	1,981	$271K	0.18%	-71	13F-HR Timeline
Orgel Wealth Management, LLC	1,978	$271K	0.01%	-75	13F-HR Timeline
ANB BANK	1,959	$268K	0.11%	new	13F-HR Timeline
SCOTIA CAPITAL INC.	1,940	$266K	<0.01%	0	13F-HR Timeline
Gen-Wealth Partners Inc	1,939	$266K	0.09%	-474	13F-HR Timeline
Global Wealth Management Investment Adv…	1,935	$265K	0.04%	-268	13F-HR Timeline
CGN Advisors LLC	1,930	$264K	0.02%	-98	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	1,927	$264K	0.01%	0	13F-HR Timeline
PFG Advisors	1,913	$262K	0.01%	+230	13F-HR Timeline
Fayez Sarofim & Coin group Fayez Sarofim & Co	1,896	$260K	<0.01%	0	13F-HR Timeline Group
Retirement Planning Group, LLC	1,889	$259K	0.01%	0	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	1,889	$259K	0.01%	-89	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	1,884	$258K	0.1%	0	13F-HR Timeline Group
DAYMARK WEALTH PARTNERS, LLC	1,879	$257K	0.01%	0	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	1,877	$257K	0.23%	+110	13F-HR Timeline
Timonier Family Office, LTD.	1,862	$255K	0.08%	0	13F-HR Timeline
Windsor Capital Management, LLC	1,858	$254K	0.07%	+1	13F-HR Timeline
One Wealth Advisors, LLC	1,856	$254K	0.03%	new	13F-HR Timeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	1,852	$254K	0.15%	0	13F-HR Timeline
Insight Advisors, LLC/ PA	1,851	$253K	0.04%	-218	13F-HR Timeline
AlphaCore Capital LLC	1,850	$253K	0.01%	+415	13F-HR Timeline
ROMAN BUTLER FULLERTON & CO	1,798	$253K	0.07%	+2	13F-HR Timeline
WEST MICHIGAN ADVISORS, LLC	1,840	$252K	0.06%	-23	13F-HR Timeline
Destiny Wealth Partners, LLC	1,802	$252K	0.03%	0	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	1,835	$251K	0.08%	0	13F-HR Timeline
PHILADELPHIA TRUST CO	1,826	$250K	0.02%	0	13F-HR Timeline
Shira Ridge Wealth Management	1,822	$250K	0.1%	0	13F-HR Timeline
Edge Financial Advisors LLC	1,812	$248K	0.1%	-80	13F-HR Timeline
New England Professional Planning Group…	1,778	$243K	0.1%	new	13F-HR Timeline
Tanager Wealth Management LLP	1,769	$242K	0.02%	0	13F-HR Timeline
Wedmont Private Capital	1,716	$242K	0.01%	+16	13F-HR Timeline
Centerpoint Advisory Group	1,767	$242K	0.19%	0	13F-HR Timeline
Maridea Wealth Management LLC	1,750	$240K	0.04%	+11	13F-HR Timeline
Legacy Wealth Advisors, LLC	1,744	$239K	0.16%		13F-HR Timeline
SIGMA INVESTMENT COUNSELORS INC	1,741	$238K	0.01%	0	13F-HR Timeline
CORA CAPITAL ADVISORS LLC	1,740	$238K	0.09%	0	13F-HR Timeline
Clayton Financial Group LLC	1,735	$238K	0.12%	+1,200	13F-HR Timeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK	1,734	$237K	0.03%	0	13F-HR Timeline Group
Moors & Cabot, Inc.	1,727	$236K	0.01%	new	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	1,724	$236K	0.01%	-57	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	1,720	$236K	0.01%	-40	13F-HR Timeline Group
MATRIX PRIVATE CAPITAL GROUP LLC	1,704	$233K	0.12%	0	13F-HR Timeline
CRUX WEALTH ADVISORS	1,692	$232K	0.09%	-102	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	1,691	$232K	<0.01%	0	13F-HR Timeline Group
Kingstone Capital Partners Texas, LLC	1,689	$231K	0.13%	+2	13F-HR Timeline
Mason & Associates Inc	1,685	$231K	0.04%	0	13F-HR Timeline
Institute for Wealth Management, LLC.	1,679	$230K	0.02%	-1,075	13F-HR Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	1,679	$230K	<0.01%	-217	13F-HR Timeline Group
Trivium Point Advisory, LLC	1,678	$230K	0.02%	0	13F-HR Timeline
Acropolis Investment Management, LLC	1,675	$229K	0.01%	0	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	1,670	$229K	0.01%	0	13F-HR Timeline
Evanson Asset Management, LLC	1,662	$228K	0.01%	0	13F-HR Timeline
Trivant Custom Portfolio Group, LLC	1,660	$227K	0.13%	0	13F-HR Timeline
Runnymede Capital Advisors, Inc.	1,660	$227K	0.13%	new	13F-HR Timeline
Advisor Resource Council	1,668	$227K	0.08%	new	13F-HR Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	1,658	$227K	0.08%	0	13F-HR Timeline
DECISION INVESTMENTS, INC	1,652	$226K	0.25%		13F-HR Timeline
OAKWORTH CAPITAL, INC.	1,642	$225K	0.01%	0	13F-HR Timeline
TCV Trust & Wealth Management, Inc.	1,637	$224K	0.02%	0	13F-HR Timeline
Avestar Capital, LLC	1,636	$224K	0.02%	0	13F-HR Timeline
Leo Wealth, LLC	1,626	$223K	0.02%	+107	13F-HR Timeline
Axis Wealth Partners, LLC	1,618	$222K	0.12%	-35	13F-HR Timeline
Chesley Taft & Associates LLC	1,616	$221K	0.01%	0	13F-HR Timeline
TrustBankin group TrustBank	1,600	$219K	0.09%		13F-HR Timeline Group
First Nebraska Trust Co	1,600	$219K	0.02%	0	13F-HR Timeline
Elevation Wealth Management LLC	1,599	$219K	0.21%		13F-HR Timeline
Mascagni Wealth Management, Inc.	1,594	$218K	0.16%	0	13F-HR Timeline
Athena Investment Management	1,590	$218K	0.11%	0	13F-HR Timeline
Apeiron RIA LLC	1,594	$217K	0.04%	new	13F-HR Timeline
Carrera Capital Advisors	1,580	$216K	0.04%	0	13F-HR Timeline
Revisor Wealth Management LLC	1,538	$216K	0.06%	new	13F-HR Timeline
UNIQUE WEALTH, LLC	1,571	$215K	0.03%	+5	13F-HR Timeline
Gerber Kawasaki Wealth & Investment Man…	1,567	$215K	0.01%	+1	13F-HR Timeline
Split Rock Private Trading & Wealth Man…	1,565	$214K	0.17%		13F-HR Timeline
Trust Co of the South	1,559	$213K	0.03%	0	13F-HR Timeline
Freedom Investment Management, Inc.	1,559	$213K	0.06%	-5	13F-HR Timeline
TCP Asset Management, LLC	1,555	$213K	0.04%	+121	13F-HR Timeline
Shepherd Financial Partners LLC	1,547	$212K	0.02%	0	13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	1,532	$210K	<0.01%	-170	13F-HR Timeline
Smith & Howard Wealth Management, LLC	1,529	$209K	0.05%	0	13F-HR Timeline
BURNEY CO/	1,525	$209K	0.01%	new	13F-HR Timeline
DUNCKER STREETT & CO INC	1,523	$209K	0.04%	-83	13F-HR Timeline
WADDELL & ASSOCIATES, LLC	1,522	$208K	0.01%	0	13F-HR Timeline
Hendershot Investments Inc.	1,522	$208K	0.03%	0	13F-HR Timeline
Xcelsior Advisor Partners LLC	1,521	$208K	0.1%		13F-HR Timeline
Noble Wealth Management PBC	1,520	$208K	0.1%	-750	13F-HR Timeline
GW&K Investment Management, LLC	1,521	$208K	<0.01%	0	13F-HR Timeline
TigerOak Management, L.L.C.	1,518	$208K	0.06%	0	13F-HR Timeline
Alta Wealth Advisors LLC	1,512	$207K	0.07%	+1	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	1,510	$207K	0.02%	-909	13F-HR Timeline
Bond & Devick Financial Network, Inc.	1,510	$207K	0.06%	-50	13F-HR Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.	1,504	$206K	0.01%	-184	13F-HR Timeline Group
JOURNEY RETIREMENT PLANNING & INVESTMEN…	1,503	$206K	0.04%		13F-HR Timeline
Granite Bay Wealth Management, LLC	1,500	$205K	0.05%	0	13F-HR Timeline
THEORY FINANCIAL LLC	1,464	$204K	0.07%	0	13F-HR Timeline
MMA ASSET MANAGEMENT LLC	1,492	$204K	0.07%	0	13F-HR Timeline
One Wealth Management Investment & Advi…	1,492	$204K	0.22%	-52	13F-HR Timeline
ERn Financial, LLC	1,489	$204K	0.04%	0	13F-HR Timeline
Symphony Financial, Ltd. Co.	1,470	$204K	0.03%	+1	13F-HR Timeline
WRAPMANAGER INC	1,486	$203K	0.07%	new	13F-HR Timeline
EASTERN BANK	1,477	$202K	<0.01%	0	13F-HR Timeline
Harfst & Associates, Inc.	1,475	$202K	0.04%	0	13F-HR Timeline
PARTHENON LLC	1,474	$202K	0.02%	0	13F-HR Timeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA	1,470	$201K	0.05%	-195	13F-HR Timeline
Stokes Family Office, LLC	1,468	$201K	0.02%	new	13F-HR Timeline
LEGACY FINANCIAL GROUP, INC.	1,468	$201K	0.05%	0	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	1,467	$201K	0.03%	new	13F-HR Timeline
River Wealth Advisors LLC	1,466	$201K	0.02%	new	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	1,463	$200K	0.01%	new	13F-HR Timeline
Thoma Capital Management LLC	1,463	$200K	0.12%	new	13F-HR Timeline
TME FINANCIAL, INC.	1,461	$200K	0.14%	new	13F-HR Timeline
CoreFirst Bank & Trust	1,401	$192K	0.1%	+305	13F-HR Timeline
MONTAG A & ASSOCIATES INC	1,392	$191K	0.01%	0	13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	1,383	$189K	0.01%	0	13F-HR Timeline Group
Milestone Investment Advisors LLC	1,321	$181K	0.04%	0	13F-HR Timeline
N.E.W. Advisory Services LLC	1,228	$168K	0.01%	0	13F-HR Timeline
Basepoint Wealth LLC	1,212	$166K	0.1%	new	13F-HR Timeline
Biltmore Family Office, LLC	1,200	$164K	0.02%	0	13F-HR Timeline
Ramirez Asset Management, Inc.	1,200	$164K	0.02%	0	13F-HR Timeline
Smithfield Trust Co	1,197	$163K	0.01%	0	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	1,171	$160K	0.01%	0	13F-HR Timeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…	1,122	$157K	<0.01%	0	13F-HR Timeline