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Disclosery

IWP ISHARES TR

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ETF (fund)

1,076 managers (1,091 13F filers) reported a position in IWP shares at 2025-03-31, 105,835,470 shares in all. 55 filers opened a position and 87 filers sold out during the quarter.

Managers
1,076
13F filers
1,091
New
55
Added
337
Reduced
381
Sold out
87
Shares held by filers
105,835,470

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Richard W. Paul & Associates, LLC203$23.9K0.01%-15213F-HRTimeline
Plante Moran Financial Advisors, LLC200$23.5K<0.01%013F-HRTimeline
Headlands Technologies LLC196$23K<0.01%-6,95813F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV200$23K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC184$21.6K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN180$21.1K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.178$20.9K0.01%013F-HRTimeline
Investors Research Corp170$20K<0.01%+7213F-HRTimeline
Mascoma Wealth Management LLC168$19.7K<0.01%-14613F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC167$19.6K0.01%-1013F-HRTimeline
SYNTAX RESEARCH, INC.162$19K0.01%-10013F-HRTimeline
Lowe Wealth Advisors, LLC150$17.6K0.01%013F-HRTimeline
Riverview Trust Co150$17.6K0.02%013F-HRTimeline
HHM Wealth Advisors, LLC150$17.6K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank149$17.5K0.01%013F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC147$17.3K0.01%+4213F-HRTimeline
American Capital Advisory, LLC143$16.8K0.01%new13F-HRTimeline
Crewe Advisors LLC133$15.6K<0.01%013F-HRTimeline
Anchor Investment Management, LLC130$15.3K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…124$14.6K0.01%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST120$14.1K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.120$14.1K<0.01%013F-HRTimeline
PrairieView Partners, LLC125$14K<0.01%-10013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC112$13.2K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC108$12.7K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.102$12K0.01%013F-HRTimeline
one8zero8, LLC102$12K<0.01%013F-HRTimeline
Windsor Advisory Group, LLC102$12K0.02%013F-HRTimeline
CSS LLC/IL100$11.7K<0.01%new13F-HRTimeline
BFSG, LLC100$11.7K<0.01%new13F-HRTimeline
Missouri Trust & Investment Co100$11.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…100$11.7K<0.01%013F-HRTimeline
MorganRosel Wealth Management, LLC99$11.6K<0.01%new13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.99$11.6K0.01%013F-HRTimeline
Capital A Wealth Management, LLC98$11.5K0.01%-3213F-HRTimeline
Redwood Park Advisors LLC96$11.3K0.01%013F-HRTimeline
Crews Bank & Trust94$11K<0.01%013F-HRTimeline
New Republic Capital, LLC91$10.7K<0.01%-7813F-HRTimeline
Field & Main Bank90$10.6K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…87$10.2K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…78$9.16K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC77$9.05K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC75$8.81K<0.01%013F-HRTimeline
Abound Wealth Management69$8.12K<0.01%013F-HRTimeline
NFSG Corp64$7.53K<0.01%-3213F-HRTimeline
Provenance Wealth Advisors, LLC60$7.05K<0.01%013F-HRTimeline
Park Square Financial Group, LLC58$6.81K0.01%-6513F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…56$6.58K<0.01%-3013F-HRTimelineGroup
High Note Wealth, LLC52$6.11K<0.01%013F-HRTimeline
Nemes Rush Group LLC51$6K<0.01%013F-HRTimeline
Bullock Wealth Management Group50$5.97K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC73$5.64K<0.01%new13F-HRTimeline
Robinswood Financial LLC45$5.3K<0.01%013F-HRTimeline
Horizon Investments, LLC44$5.17K<0.01%+3313F-HRTimeline
Barnes Dennig Private Wealth Management…44$5.17K0.01%13F-HRTimeline
Versant Capital Management, Inc42$4.93K<0.01%013F-HRTimeline
New Millennium Group LLC42$4.93K<0.01%-1413F-HRTimeline
Hexagon Capital Partners LLC36$4.23K<0.01%013F-HRTimeline
NVWM, LLC35$4.12K<0.01%013F-HRTimeline
CNB Bank33$3.88K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC32$3.76K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.32$3.76K<0.01%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC32$3.76K<0.01%013F-HR/ATimeline
Piscataqua Savings Bank30$3.52K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC26$3.06K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.23$2.7K<0.01%013F-HRTimeline
Rossby Financial, LCC18$2.16K<0.01%new13F-HRTimeline
Tower View Wealth Management LLC18$2.12K<0.01%013F-HRTimeline
Main Street Group, LTD12$1.41K<0.01%013F-HRTimeline
Orion Capital Management LLC11$1.29K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP9$1.06K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4$1K<0.01%013F-HRTimelineGroup
Hurley Capital, LLC8$940<0.01%new13F-HRTimeline
MOTCO6$705<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$587<0.01%-11,89613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-9,12613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.