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Disclosery

IWP ISHARES TR

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ETF (fund)

1,122 managers (1,138 13F filers) reported a position in IWP shares at 2024-12-31, 102,409,124 shares in all. 97 filers opened a position and 32 filers sold out during the quarter.

Managers
1,122
13F filers
1,138
New
97
Added
331
Reduced
330
Sold out
32
Shares held by filers
102,409,124

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Bernard Wealth Management Corp.428$54.2K0.03%13F-HR/ATimeline
WINTRUST INVESTMENTS LLC427$54K0.05%-6113F-HRTimeline
Horizons Wealth Management426$54K0.04%013F-HRTimeline
Aptus Capital Advisors, LLC419$53.1K<0.01%-8413F-HRTimeline
Coston, McIsaac & Partners405$51K0.02%013F-HRTimeline
Wood Tarver Financial Group, LLC401$50K0.02%13F-HRTimeline
Eagle Bay Advisors LLC392$49.7K0.03%+28313F-HRTimeline
Medallion Wealth Advisors, LLC420$49.3K0.02%13F-HRTimeline
Indiana Trust & Investment Management Co383$48.5K0.02%013F-HRTimeline
Integrity Financial Corp /WA383$48.5K0.03%013F-HRTimeline
Northwest Bank & Trust Co342$46.3K0.03%013F-HRTimeline
Richard W. Paul & Associates, LLC355$45K0.02%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.308$42.8K0.03%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners329$41.6K0.01%-213F-HRTimelineGroup
PITTENGER & ANDERSON INC320$40.6K<0.01%013F-HRTimeline
West Branch Capital LLC315$39.9K0.01%+5513F-HRTimeline
Mascoma Wealth Management LLC314$39.8K0.01%+14613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.304$38.8K0.03%013F-HRTimeline
Insight Inv LLC298$37.8K0.03%new13F-HRTimeline
ADIRONDACK TRUST CO296$37.5K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.291$36.9K0.01%+4513F-HRTimeline
Register Financial Advisors LLC284$36K0.02%013F-HRTimeline
Smartleaf Asset Management LLC273$34.8K<0.01%013F-HRTimeline
JNBA Financial Advisors267$33.8K<0.01%-3413F-HRTimeline
SYNTAX RESEARCH, INC.262$33.2K0.02%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…258$32.7K0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC257$32.5K0.01%+113F-HRTimeline
Avion Wealth248$31K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …240$30.4K0.01%013F-HRTimelineGroup
Talon Private Wealth, LLC238$30.2K0.01%013F-HR/ATimeline
Laurel Wealth Advisors LLC222$28.1K<0.01%013F-HRTimeline
PrairieView Partners, LLC225$28K<0.01%+10013F-HRTimeline
DHJJ Financial Advisors, Ltd.213$26.9K0.01%+113F-HRTimeline
Nova Wealth Management, Inc.212$26.9K0.02%13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department208$26.4K0.01%13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC200$25.4K<0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.200$25.4K0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV200$25K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC184$23.3K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN180$22.8K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.178$22.6K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC177$22.4K0.02%13F-HRTimeline
Rice Partnership, LLC174$22.1K<0.01%013F-HRTimeline
New Republic Capital, LLC169$21.4K0.01%-12813F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP161$20.4K0.01%-3913F-HRTimeline
Lowe Wealth Advisors, LLC150$19K0.01%013F-HRTimeline
Riverview Trust Co150$19K0.02%013F-HRTimeline
HHM Wealth Advisors, LLC150$19K<0.01%new13F-HRTimeline
United Community Bankin group United Community Bank149$18.9K0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…135$17.1K<0.01%+213F-HRTimeline
Legacy Investment Solutions, LLC124$17.1K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…124$17.1K0.01%013F-HRTimelineGroup
Crewe Advisors LLC133$16.9K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC130$16.5K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC130$16.5K0.03%13F-HRTimeline
Park Square Financial Group, LLC123$15.6K0.01%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST120$15.2K<0.01%-7513F-HRTimeline
Physician Wealth Advisors, Inc.120$15.2K<0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC115$14.6K<0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC112$14.2K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC108$13.7K<0.01%013F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC105$13.3K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.99$13.3K0.01%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.102$12.9K0.01%013F-HRTimeline
one8zero8, LLC102$12.9K<0.01%13F-HRTimeline
Windsor Advisory Group, LLC102$12.9K0.01%013F-HRTimeline
Missouri Trust & Investment Co100$12.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…100$12.7K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.99$12.5K0.01%013F-HRTimeline
Investors Research Corp98$12.4K<0.01%013F-HRTimeline
Redwood Park Advisors LLC96$12.2K0.01%13F-HRTimeline
NFSG Corp96$12.1K<0.01%new13F-HRTimeline
Crews Bank & Trust94$11.9K<0.01%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD91$11.5K0.01%new13F-HRTimeline
Field & Main Bank90$11.4K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…87$11K0.01%013F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…86$10.9K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…78$9.89K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC75$9.51K0.01%13F-HRTimeline
Millstone Evans Group, LLC71$9K0.01%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC31$8.92K<0.01%new13F-HRTimeline
Greenline Partners, LLC70$8.87K<0.01%new13F-HRTimeline
Abound Wealth Management69$8.75K<0.01%013F-HRTimeline
Briaud Financial Planning Inc68$8K<0.01%new13F-HRTimeline
SWAN Capital LLC61$7.73K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC60$7.62K0.01%13F-HRTimeline
Provenance Wealth Advisors, LLC60$7.61K<0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.58$7.35K<0.01%013F-HRTimeline
New Millennium Group LLC56$7.1K<0.01%+2813F-HRTimeline
High Note Wealth, LLC52$6.59K<0.01%new13F-HRTimeline
Nemes Rush Group LLC51$6.47K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC55$6.45K<0.01%new13F-HRTimelineGroup
Bullock Wealth Management Group50$6.39K<0.01%013F-HRTimeline
WFA Asset Management Corp50$6.34K<0.01%new13F-HRTimeline
PMV Capital Advisers, LLC47$5.96K0.02%13F-HRTimeline
Robinswood Financial LLC45$5.71K<0.01%013F-HRTimeline
Versant Capital Management, Inc42$5.32K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC36$4.56K<0.01%013F-HRTimeline
NVWM, LLC35$4.45K<0.01%013F-HRTimeline
CNB Bank33$4.18K<0.01%-1,05013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC32$4.06K<0.01%-7713F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC32$4.06K<0.01%013F-HR/ATimeline
MeadowBrook Investment Advisors LLC30$3.8K<0.01%013F-HRTimeline
Piscataqua Savings Bank30$3.8K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC26$3.3K<0.01%-2713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.23$2.92K<0.01%13F-HRTimeline
Peachtree Investment Partners, LLC19$2.41K<0.01%013F-HRTimeline
Tower View Wealth Management LLC18$2.28K<0.01%013F-HRTimeline
WR Wealth Planners, LLC18$2.28K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC16$2.01K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12$1.52K<0.01%-37,57813F-HRTimelineGroup
Main Street Group, LTD12$1.52K<0.01%013F-HRTimeline
Westend Capital Management, LLC11$1.39K<0.01%013F-HRTimeline
Horizon Investments, LLC11$1.39K<0.01%new13F-HRTimeline
Orion Capital Management LLC11$1.39K<0.01%new13F-HRTimeline
Your Advocates Ltd., LLP9$1.14K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.8$1.13K0.1%-8,16713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.8$1.01K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4$1K<0.01%013F-HRTimelineGroup
MOTCO6$761<0.01%013F-HRTimeline
RE Dickinson Investment Advisors, LLC130$1650.01%013F-HR/ATimeline
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.