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Disclosery

IWP ISHARES TR

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ETF (fund)

1,167 managers (1,184 13F filers) reported a position in IWP shares at 2026-03-31, 112,395,348 shares in all. 58 filers opened a position and 99 filers sold out during the quarter.

Managers
1,167
13F filers
1,184
New
58
Added
383
Reduced
376
Sold out
99
Shares held by filers
112,395,348

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Global Wealth Management Investment Adv…2,340$300K0.05%+40513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,340$300K0.03%013F-HRTimeline
FDx Advisors, Inc.2,332$299K0.1%-6613F-HRTimeline
WealthShield Partners, LLC2,320$297K0.03%013F-HRTimeline
Kendall Capital Management2,318$297K0.06%013F-HRTimeline
Meramec Financial Planners, LLC2,136$296K0.12%013F-HRTimeline
Verdence Capital Advisors LLC2,308$296K0.02%-4213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,280$292K0.03%013F-HRTimeline
Fonville Wealth Management LLC2,272$291K0.06%new13F-HRTimeline
Armor Investment Advisors, LLC2,265$290K0.1%013F-HRTimeline
Piedmont Capital Management, LLC2,229$289K0.15%-55,40013F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC2,256$289K0.07%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,256$289K<0.01%+56513F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC2,250$288K0.07%013F-HRTimeline
Moors & Cabot, Inc.2,250$288K0.01%+52313F-HRTimeline
Nova Wealth Management, Inc.2,249$288K0.19%-2213F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…2,248$288K0.05%+14213F-HRTimeline
Grove Bank & Trust2,246$288K0.03%013F-HRTimeline
HFG Advisors, Inc.2,245$288K0.2%-19413F-HRTimeline
Retirement Planning Group, LLC2,234$286K0.01%+34513F-HRTimeline
Financial Perspectives, Inc2,227$285K0.08%013F-HRTimeline
BostonPremier Wealth LLC2,217$284K0.15%-1313F-HRTimeline
Accelerate Investment Advisors LLC2,207$283K0.19%013F-HRTimeline
Stiles Financial Services Inc2,200$282K0.09%013F-HRTimeline
MCDONALD PARTNERS LLC2,200$282K0.07%013F-HRTimeline
Yardley Wealth Management LLC2,200$282K0.14%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,187$280K0.23%013F-HRTimeline
Cornerstone Wealth Group, LLC2,025$278K0.02%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,157$276K0.01%+613F-HR/ATimelineGroup
Alliance Wealth Management Group2,156$276K0.06%013F-HRTimeline
Sterling Investment Counsel, LLC2,153$276K0.08%-54313F-HRTimeline
Diversified Portfolios, Inc.2,148$275K0.02%013F-HRTimeline
WEDBUSH SECURITIES INC2,136$274K0.01%-5,62813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,138$274K<0.01%+8113F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…2,015$274K0.09%-3113F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …2,120$272K0.03%013F-HRTimeline
Transcendent Capital Group LLC2,121$272K0.12%+1713F-HRTimeline
Cypress Wealth Services, LLC2,116$271K0.04%013F-HRTimeline
BRADY FAMILY WEALTH, LLC2,115$271K0.08%013F-HRTimeline
Arbor Investment Advisors, LLC2,102$269K0.04%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,099$269K<0.01%-91513F-HRTimelineGroup
Triad Wealth Partners, LLC2,094$268K0.02%new13F-HRTimeline
Xcelsior Advisor Partners LLC2,077$266K0.1%+55613F-HRTimeline
Garde Capital, Inc.2,074$266K0.02%013F-HRTimeline
EFG International AGin group EFG International AG2,072$265K0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,071$265K<0.01%-10013F-HRTimelineGroup
KPP Advisory Services LLC2,066$265K0.04%013F-HRTimeline
YHB Investment Advisors, Inc.2,064$264K0.02%013F-HRTimeline
Horizon Investments, LLC2,062$264K<0.01%+91913F-HRTimeline
LCNB CORP2,060$264K0.09%013F-HRTimeline
Rothschild Capital Partners, LLC2,056$263K0.06%-20813F-HRTimeline
Snider Financial Group2,055$263K0.08%-90513F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.2,055$263K<0.01%-15013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC2,053$263K0.02%013F-HRTimeline
Align Financial, LLC2,050$263K0.15%-278,67713F-HRTimeline
Portland Global Advisors LLC2,026$260K0.03%013F-HRTimeline
Mill Capital Management, LLC2,020$259K0.02%013F-HRTimeline
Montz Harcus Wealth Management LLC2,018$259K0.1%+113F-HRTimeline
Rockbridge Investment Management, LCC2,013$258K0.02%-12713F-HRTimeline
Lewis Asset Management, LLC2,007$257K0.11%-1513F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,982$254K0.12%-6513F-HRTimeline
Foundation Wealth Management, LLC1,981$254K0.17%013F-HRTimeline
Summit Wealth Partners, LLC1,948$250K0.04%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,942$249K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc1,940$249K0.08%+113F-HRTimeline
SCOTIA CAPITAL INC.1,940$249K<0.01%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,935$248K<0.01%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,933$248K0.01%+5413F-HRTimeline
Tanager Wealth Management LLP1,924$247K0.02%+15513F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,908$244K<0.01%-45,65413F-HRTimelineGroup
Oxbow Advisors, LLC1,907$244K0.02%-1,10013F-HRTimeline
AlphaCore Capital LLC1,904$244K0.01%+5413F-HRTimeline
Csenge Advisory Group1,899$243K0.01%-44313F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,896$243K<0.01%013F-HRTimelineGroup
Elevation Wealth Management LLC1,893$243K0.22%+29413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,886$242K0.01%+71513F-HRTimeline
CORA CAPITAL ADVISORS LLC1,880$241K0.08%+14013F-HRTimeline
Prairie Wealth Advisors, Inc.0$241K0.1%013F-HRTimelineAmount filed as zero, left out of ratios.
FLAGSHIP HARBOR ADVISORS, LLC1,870$240K0.01%-1913F-HRTimeline
ROMAN BUTLER FULLERTON & CO1,798$239K0.07%013F-HRTimeline
Windsor Capital Management, LLC1,859$238K0.07%+113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,853$237K0.05%+1313F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.1,852$237K0.14%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,835$235K0.07%013F-HRTimeline
Insight Advisors, LLC/ PA1,831$235K0.04%-2013F-HRTimeline
PHILADELPHIA TRUST CO1,826$234K0.02%013F-HRTimeline
SmartHarvest Portfolios, LLC1,824$234K0.1%new13F-HRTimeline
Patten Group, Inc.1,822$233K0.04%-41813F-HRTimeline
Shira Ridge Wealth Management1,822$233K0.09%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,812$232K0.01%-11513F-HRTimeline
DIVERSIFIED TRUST CO1,808$232K<0.01%-73213F-HRTimeline
New England Professional Planning Group…1,778$228K0.1%013F-HRTimeline
Wedmont Private Capital1,716$228K0.01%013F-HRTimeline
Avestar Capital, LLC1,770$227K0.02%+13413F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,658$226K0.07%013F-HRTimeline
Centerpoint Advisory Group1,767$226K0.17%013F-HRTimeline
Qube Research & Technologies Ltd1,762$226K<0.01%+1,68013F-HRTimeline
HighPoint Advisor Group LLC1,753$225K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC1,750$224K0.03%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,741$223K0.01%013F-HRTimeline
Clayton Financial Group LLC1,735$222K0.11%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,734$222K0.03%013F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI1,724$221K0.01%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,720$220K0.01%013F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC1,704$218K0.11%013F-HRTimeline
CRUX WEALTH ADVISORS1,693$217K0.08%+113F-HRTimeline
Kingstone Capital Partners Texas, LLC1,689$216K0.13%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.1,683$216K0.06%-1,68313F-HRTimeline
Institute for Wealth Management, LLC.1,679$215K0.02%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,679$215K<0.01%013F-HRTimelineGroup
Private Advisory Group LLC1,677$215K0.01%new13F-HRTimeline
Acropolis Investment Management, LLC1,675$215K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,670$214K0.01%013F-HR/ATimeline
Foguth Wealth Management, LLC.1,496$214K0.02%new13F-HRTimeline
Evanson Asset Management, LLC1,662$213K0.01%013F-HRTimeline
Trivant Custom Portfolio Group, LLC1,660$213K0.12%013F-HRTimeline
DECISION INVESTMENTS, INC1,652$212K0.24%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,642$210K0.01%013F-HRTimeline
TCV Trust & Wealth Management, Inc.1,637$210K0.02%013F-HRTimeline
Mason & Associates Inc1,685$208K0.04%013F-HRTimeline
Leo Wealth, LLC1,619$207K0.02%-713F-HRTimeline
Chesley Taft & Associates LLC1,616$207K0.01%013F-HRTimeline
Fisher Asset Management, LLC1,614$207K<0.01%-39713F-HRTimeline
TCP Asset Management, LLC1,608$206K0.03%+5313F-HRTimeline
Maridea Wealth Management LLC1,600$205K0.03%-15013F-HRTimeline
TrustBankin group TrustBank1,600$205K0.08%013F-HRTimelineGroup
First Nebraska Trust Co1,600$205K0.02%013F-HRTimeline
Apeiron RIA LLC1,594$204K0.05%013F-HRTimeline
Mascagni Wealth Management, Inc.1,594$204K0.15%013F-HRTimeline
Athena Investment Management1,590$204K0.11%013F-HRTimeline
CERTUITY, LLC1,584$203K0.01%-3,20413F-HRTimeline
Carrera Capital Advisors1,580$202K0.03%013F-HRTimeline
Split Rock Private Trading & Wealth Man…1,580$202K0.16%+1513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC1,573$202K0.04%new13F-HRTimeline
UNIQUE WEALTH, LLC1,571$201K0.03%013F-HRTimeline
Clare Market Investments LLC1,564$200K0.04%13F-HRTimeline
PFG Advisors1,563$200K0.01%-35013F-HRTimeline
GW&K Investment Management, LLC1,521$195K<0.01%013F-HRTimeline
Hendershot Investments Inc.1,522$195K0.03%013F-HRTimeline
Noble Wealth Management PBC1,511$194K0.1%-913F-HRTimeline
RHUMBLINE ADVISERS1,436$184K<0.01%-1,94413F-HRTimeline
Rossby Financial, LCC1,426$184K0.04%+1,39813F-HRTimeline
MONTAG A & ASSOCIATES INC1,392$178K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC1,392$178K0.03%-13113F-HRTimeline
Milestone Investment Advisors LLC1,321$169K0.04%013F-HRTimeline
Decker Retirement Planning Inc.1,296$166K0.08%+27913F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,283$164K0.01%-10013F-HRTimelineGroup
N.E.W. Advisory Services LLC1,228$157K0.01%013F-HRTimeline
Basepoint Wealth LLC1,213$155K0.09%+113F-HRTimeline
Smithfield Trust Co1,197$153K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,146$147K0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC1,146$147K0.02%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,122$146K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,140$146K0.04%013F-HRTimeline
EASTERN BANK1,139$146K<0.01%-33813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,134$145K0.05%-75013F-HRTimelineGroup
Dorato Capital Management1,078$143K0.11%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,114$143K0.04%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,105$142K0.07%013F-HRTimeline
Biltmore Family Office, LLC1,104$141K0.02%-9613F-HRTimeline
Root Financial Partners, LLC1,035$133K0.01%+6813F-HRTimeline
BALLAST ADVISORS LLC1,032$132K0.04%013F-HR/ATimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,027$132K0.01%013F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC1,018$130K0.01%-4,44413F-HRTimeline
Trust Co1,018$130K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,000$128K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.995$127K0.01%+213F-HRTimeline
Private Wealth Management Group, LLC982$126K0.03%013F-HRTimeline
Strategic Wealth Advisors LLC979$125K0.1%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …917$117K<0.01%013F-HRTimelineGroup
Bare Financial Services, Inc910$117K0.03%013F-HRTimeline
TFC Financial Management, Inc.888$114K0.01%+12413F-HRTimeline
Salomon & Ludwin, LLC875$113K0.01%-2513F-HRTimeline
Scarborough Advisors, LLC852$109K0.01%new13F-HRTimeline
REAP Financial Group, LLC850$109K0.02%-3713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC844$108K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.820$105K0.03%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC816$105K0.03%013F-HRTimeline
SITTNER & NELSON, LLC800$102K0.04%013F-HRTimeline
Perkins Coie Trust Co797$102K0.02%013F-HRTimeline
UNION SAVINGS BANK795$102K0.04%013F-HRTimeline
KERR FINANCIAL PLANNING Corp732$98.2K0.07%+113F-HR/ATimeline
MATHER GROUP, LLC.756$96.9K<0.01%new13F-HRTimeline
HOWE & RUSLING INC748$95.8K0.01%-1,57813F-HRTimeline
WealthCollab, LLC743$95.2K0.04%013F-HRTimeline
Darwin Wealth Management, LLC724$92.9K0.03%-3613F-HRTimeline
Keating Financial Advisory Services, In…700$89.7K0.01%-1413F-HRTimeline
True Wealth Design, LLC700$89.7K0.02%new13F-HRTimeline
Ramirez Asset Management, Inc.700$89.7K0.01%-50013F-HRTimeline
Knott David M Jr695$89K0.05%013F-HRTimeline
North Star Investment Management Corp.690$88.4K0.01%013F-HRTimeline
SYM FINANCIAL Corp676$86.6K0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC662$84.8K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC648$83K0.04%013F-HRTimeline
Investors Portfolio Services LLC637$81.6K0.08%013F-HRTimeline
Gleason Group, Inc.629$80.5K0.01%+113F-HRTimeline
Hanson & Doremus Investment Management628$80K0.01%013F-HRTimeline
CoreCap Advisors, LLC613$78.5K<0.01%-213F-HRTimeline
AMERIFLEX GROUP, INC.606$77.7K0.04%013F-HRTimeline
Networth Advisors, LLC599$76.7K0.05%+10913F-HRTimeline