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Disclosery

IWP ISHARES TR

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ETF (fund)

1,206 managers (1,224 13F filers) reported a position in IWP shares at 2026-06-30, 111,972,542 shares in all. 97 filers opened a position and 52 filers sold out during the quarter.

Managers
1,206
13F filers
1,224
New
97
Added
354
Reduced
398
Sold out
52
Shares held by filers
111,972,542

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,116$163K0.04%+213F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,105$162K0.07%013F-HRTimeline
Biltmore Family Office, LLC1,104$162K0.02%013F-HRTimeline
Horizon Investments, LLC1,097$161K<0.01%-96513F-HRTimeline
Dorato Capital Management1,078$154K0.1%013F-HRTimeline
Washington Trust Advisors, Inc.1,044$153K0.01%+4913F-HRTimeline
BALLAST ADVISORS LLC1,032$151K0.04%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,027$150K0.01%013F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC1,018$149K0.01%013F-HRTimeline
Trust Co1,018$149K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,000$146K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/937$137K0.04%-19713F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …917$134K<0.01%013F-HRTimelineGroup
Strategic Wealth Advisors LLC979$134K0.11%013F-HRTimeline
Bare Financial Services, Inc910$133K0.03%013F-HRTimeline
TFC Financial Management, Inc.888$130K0.01%013F-HRTimeline
StrongBox Wealth, LLC882$129K0.04%new13F-HRTimeline
REAP Financial Group, LLC850$125K0.02%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC844$124K0.02%013F-HRTimeline
MATHER GROUP, LLC.833$122K<0.01%+7713F-HRTimeline
Pinnacle Bancorp, Inc.820$120K0.03%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC816$119K0.03%013F-HRTimeline
Private Wealth Management Group, LLC814$119K0.03%-16813F-HRTimeline
Salomon & Ludwin, LLC816$118K0.01%-5913F-HRTimeline
SITTNER & NELSON, LLC800$117K0.04%013F-HRTimeline
Operose Advisors LLC800$117K0.02%+30413F-HRTimeline
Perkins Coie Trust Co797$117K0.02%013F-HRTimeline
UNION SAVINGS BANK795$116K0.05%013F-HRTimeline
HOWE & RUSLING INC767$112K0.01%+1913F-HRTimeline
Glassman Wealth Services747$109K0.01%+25313F-HRTimeline
WealthCollab, LLC743$109K0.04%013F-HRTimeline
KERR FINANCIAL PLANNING Corp733$107K0.12%+113F-HRTimeline
Darwin Wealth Management, LLC725$106K0.03%+113F-HRTimeline
Ramirez Asset Management, Inc.700$102K0.01%013F-HRTimeline
Knott David M Jr695$102K0.05%013F-HRTimeline
Coastline Trust Co693$101K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Game Plan Financial Advisors, LLC692$101K0.04%+4413F-HRTimeline
North Star Investment Management Corp.690$101K0.01%013F-HRTimeline
SYM FINANCIAL Corp676$99K0.01%013F-HRTimeline
Hartford Financial Management Inc.665$97.4K0.02%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC662$96.9K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.650$95.2K0.04%+4413F-HRTimeline
Investors Portfolio Services LLC638$93.4K0.07%+113F-HRTimeline
Gleason Group, Inc.629$92.1K0.01%013F-HRTimeline
CoreCap Advisors, LLC629$92.1K<0.01%+1613F-HRTimeline
Hanson & Doremus Investment Management628$92K0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC629$90K0.01%13F-HRTimeline
Networth Advisors, LLC602$88.1K0.05%+313F-HRTimeline
Cape Investment Advisory, Inc.583$85.4K0.02%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC575$84.2K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC562$82.3K<0.01%013F-HRTimeline
Archer Investment Corp547$80.1K0.02%013F-HR/ATimeline
WOLFF WIESE MAGANA LLC529$77.5K0.04%013F-HRTimeline
Addison Advisors LLC526$77K0.04%013F-HRTimeline
Strive Financial Group ,LLC514$75.3K0.03%013F-HR/ATimeline
Bank of New Hampshire512$75K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.509$74.5K0.04%013F-HRTimeline
Strategic Advocates LLC502$73.5K0.28%013F-HRTimeline
Rialto Wealth Management, LLC479$70.1K0.01%013F-HRTimeline
Pflug Koory, LLC475$69.5K0.03%013F-HRTimeline
Smartleaf Asset Management LLC473$68.4K<0.01%013F-HRTimeline
ATWOOD & PALMER INC460$67.3K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…452$66.2K0.01%-24813F-HRTimeline
Copia Wealth Management451$66K0.04%013F-HRTimeline
Parvin Asset Management, LLC445$65.2K0.05%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC439$64.2K0.03%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB430$63K<0.01%-12513F-HRTimeline
Kimelman & Baird, LLC428$62.7K<0.01%013F-HR/ATimeline
Bernard Wealth Management Corp.428$62.7K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC423$61.9K<0.01%+31513F-HRTimelineGroup
Concord Investment Counsel Inc.515$59.7K0.02%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC405$59.3K<0.01%013F-HRTimeline
Coston, McIsaac & Partners405$59K0.01%013F-HRTimeline
Front Row Advisors LLC406$58.8K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…390$57.1K<0.01%+25513F-HRTimeline
Mechanics Financial Corp390$57.1K0.02%-6613F-HRTimeline
Greykasell Wealth Strategies, Inc.385$56.4K0.02%013F-HRTimeline
Nalls Sherbakoff Group, LLC383$56.1K0.04%013F-HRTimeline
Millstone Evans Group, LLC381$55.8K0.03%013F-HRTimeline
Global Trust Asset Management, LLC364$53.3K0.02%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\346$50.7K<0.01%013F-HRTimelineGroup
TOWER TRUST & INVESTMENT Co342$50.1K0.03%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners328$48K0.01%new13F-HRTimelineGroup
PITTENGER & ANDERSON INC320$46.9K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT313$45.8K<0.01%-15813F-HRTimeline
Founders Financial Alliance, LLC308$45.1K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.304$44.5K0.03%013F-HRTimeline
Asset Dedication, LLC287$42K<0.01%013F-HRTimeline
Register Financial Advisors LLC284$41.6K0.01%013F-HRTimeline
City State Bank277$40.6K0.01%013F-HRTimeline
ADIRONDACK TRUST CO276$40.4K0.01%-613F-HRTimeline
Triumph Capital Management274$40.1K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…271$39.7K0.01%013F-HRTimeline
JNBA Financial Advisors267$39.1K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP267$39.1K0.01%013F-HRTimeline
Monetary Solutions, Ltd267$39.1K0.03%+2713F-HRTimeline
WEBSTER BANK, N. A.262$38.4K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC259$38K0.03%013F-HR/ATimeline
Avion Wealth248$36K0.01%013F-HRTimeline
Park Place Capital Corp239$35K0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC230$33.7K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …224$32.8K<0.01%013F-HRTimelineGroup
Signature Resources Capital Management,…224$32.8K0.01%013F-HRTimeline
Allied Private Wealth LLC226$32.1K0.02%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC217$31.8K0.02%013F-HRTimeline
Richard W. Paul & Associates, LLC208$30.5K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department208$30.5K0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton206$30.2K0.01%+18213F-HRTimeline
Hughes Financial Services, LLC202$29.6K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …200$29.3K<0.01%13F-HRTimelineGroup
Hilton Head Capital Partners, LLC200$29.3K0.01%013F-HRTimeline
SHP Wealth Management199$29.1K<0.01%-5913F-HRTimeline
HighMark Wealth Management LLC191$28K0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.200$27.4K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.186$27.2K0.01%013F-HRTimeline
CNB Bank181$26.5K0.01%-1013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN180$26.4K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC168$24.6K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC167$24.4K0.01%013F-HRTimeline
Kilter Group LLC166$24.3K0.01%013F-HRTimeline
SFAM, LLC166$24.3K0.02%-4213F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA162$23.7K0.04%013F-HRTimeline
DHJJ Financial Advisors, Ltd.156$22.8K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.155$22.7K0.02%013F-HRTimeline
Riverview Trust Co150$22K0.03%013F-HRTimeline
Ankerstar Wealth, LLC150$22K0.02%013F-HRTimeline
Dunhill Financial, LLC149$21.8K<0.01%-10113F-HRTimeline
United Community Bankin group United Community Bank149$21.8K0.01%013F-HRTimelineGroup
Investment Research & Advisory Group, I…145$21.2K0.01%new13F-HRTimeline
American Capital Advisory, LLC143$20.9K0.01%013F-HRTimeline
Aventura Private Wealth, LLC135$19.8K0.01%013F-HRTimeline
Bank & Trust Co134$19.6K0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.125$18.3K0.01%013F-HRTimeline
Virginia Estate & Retirement Planning A…74$17.9K0.02%new13F-HRTimeline
Owl Creek Wealth Partners LLC121$17.8K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL120$17.6K<0.01%013F-HRTimeline
SIMA Wealth Partners, LLC119$17.4K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.114$16.7K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC112$16.4K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC110$16.1K<0.01%-8813F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…110$16.1K0.01%new13F-HRTimeline
Larson Financial Group LLC109$16K<0.01%013F-HRTimeline
RMG Wealth Management LLC106$15.5K<0.01%new13F-HRTimeline
Windsor Advisory Group, LLC102$15K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.102$14.9K0.01%013F-HRTimeline
one8zero8, LLC102$14.9K<0.01%013F-HRTimeline
Burk Holdings LLC101$14.8K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST100$14.6K<0.01%-2013F-HRTimeline
HHM Wealth Advisors, LLC100$14.6K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.100$14.6K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…100$14.6K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.99$14.5K0.01%013F-HRTimeline
Abound Wealth Management98$14.4K<0.01%013F-HRTimeline
Redwood Park Advisors LLC96$14.1K0.01%013F-HRTimeline
Vision Retirement, LLC94$13.8K<0.01%013F-HRTimeline
Crews Bank & Trust94$13.8K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co87$12.7K<0.01%013F-HRTimeline
Investors Research Corp81$11.9K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…78$11.4K<0.01%013F-HRTimeline
Insight Inv LLC76$11.1K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC66$9.66K<0.01%new13F-HRTimeline
United Financial Planning Group LLC66$9.66K<0.01%013F-HRTimeline
High Note Wealth, LLC64$9.37K<0.01%013F-HRTimeline
Bullock Wealth Management Group63$9.08K<0.01%+1313F-HRTimeline
Provenance Wealth Advisors, LLC60$8.79K<0.01%013F-HRTimeline
Anchor Investment Management, LLC55$8.05K<0.01%013F-HRTimeline
Artisan Partners Limited Partnership53$7.72K<0.01%+4213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.52$7.61K<0.01%013F-HRTimeline
Nemes Rush Group LLC51$7.49K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA48$7.03K<0.01%013F-HRTimeline
Planning Strategies Inc.47$6.88K<0.01%13F-HRTimeline
Tidemark, LLC46$6.74K<0.01%new13F-HRTimeline
Robinswood Financial LLC45$6.61K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.45$6.59K<0.01%013F-HRTimeline
NFSG Corp45$6.57K<0.01%-1913F-HRTimeline
Barnes Dennig Private Wealth Management…44$6.44K0.01%013F-HRTimeline
Versant Capital Management, Inc42$6.15K<0.01%013F-HRTimeline
BFSG, LLC40$5.86K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.40$5.86K<0.01%013F-HRTimeline
Wallace Hart LLC40$5.86K<0.01%013F-HRTimeline
Integrity Financial Corp /WA38$5.56K<0.01%013F-HRTimeline
Daytona Street Capital LLC38$5.42K<0.01%013F-HRTimeline
Clean Yield Group36$5.27K<0.01%new13F-HRTimeline
NVWM, LLC35$5.16K<0.01%013F-HRTimeline
GODSEY & GIBB, INC35$5.12K<0.01%-14013F-HRTimeline
Synergy Investment Management, LLC35$5.12K<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.33$4.83K<0.01%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC32$4.68K<0.01%013F-HRTimeline
Main Street Group, LTD31$4.57K<0.01%013F-HRTimeline
Piscataqua Savings Bank30$4.39K<0.01%013F-HRTimeline
Downshift Financial, LLC29$4.25K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.26$3.81K<0.01%new13F-HRTimeline
Nvest Wealth Strategies, Inc.22$3.22K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.19$2.78K<0.01%new13F-HRTimeline
GGM Financial LLC15$2.23K<0.01%-2813F-HRTimeline
Lodestone Wealth Management LLC14$2.05K<0.01%013F-HRTimeline
Markowski Investments14$2.05K<0.01%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC13$1.9K<0.01%-2313F-HRTimeline
GILL CAPITAL PARTNERS, LLC13$1.9K<0.01%013F-HRTimeline
Orion Capital Management LLC11$1.61K<0.01%013F-HRTimeline