IWP ISHARES TR

ETF (fund)

1,154 managers (1,169 13F filers) reported a position in IWP shares at 2025-06-30, 102,862,628 shares in all. 123 filers opened a position and 47 filers sold out during the quarter.

Managers: 1,154
13F filers: 1,169
New: 123
Added: 334
Reduced: 375
Sold out: 47
Shares held by filers: 102,862,628

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Game Plan Financial Advisors, LLC	648	$89.9K	0.04%	0	13F-HR Timeline
Hanson & Doremus Investment Management	628	$87K	0.01%	0	13F-HR Timeline
Gleason Group, Inc.	627	$87K	0.01%	0	13F-HR Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…	622	$86.3K	<0.01%	+617	13F-HR Timeline Group
Beacon Capital Management, LLC	600	$83.2K	0.01%	+30	13F-HR Timeline
Addison Advisors LLC	589	$81.7K	0.02%	new	13F-HR Timeline
Stephens Consulting, LLC	577	$80K	0.02%	+1	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	573	$79.5K	0.03%	0	13F-HR Timeline
WOLFF WIESE MAGANA LLC	572	$79.3K	0.05%	0	13F-HR Timeline
Archer Investment Corp	571	$79.2K	0.02%	-22	13F-HR Timeline
Mill Capital Management, LLC	570	$79K	0.01%	0	13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	550	$76.3K	<0.01%	0	13F-HR Timeline Group
WEBSTER BANK, N. A.	524	$72.7K	0.01%	-98	13F-HR Timeline
Bank of New Hampshire	512	$71K	0.02%	0	13F-HR Timeline
PINNEY & SCOFIELD, INC.	509	$70.6K	0.05%	0	13F-HR Timeline
Operose Advisors LLC	496	$68.8K	0.02%	0	13F-HR Timeline
Glassman Wealth Services	494	$68.5K	0.01%	-22	13F-HR Timeline
Integrity Financial Corp /WA	480	$66.6K	0.03%	0	13F-HR Timeline
Realta Investment Advisors	477	$66.2K	0.03%	-454	13F-HR Timeline
Talon Private Wealth, LLC	476	$66K	0.01%	new	13F-HR Timeline
Pflug Koory, LLC	475	$65.9K	0.03%	-85	13F-HR Timeline
Hamilton Point Investment Advisors, LLC	472	$65.5K	0.01%	0	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	471	$65.3K	<0.01%	0	13F-HR Timeline
AMERIFLEX GROUP, INC.	462	$63.8K	0.03%	-11	13F-HR Timeline
ATWOOD & PALMER INC	460	$63.8K	<0.01%	0	13F-HR Timeline
LGT Financial Advisors LLC	458	$63.5K	0.16%	0	13F-HR Timeline
Mechanics Financial Corp	456	$63.2K	0.03%	0	13F-HR Timeline
Kimelman & Baird, LLC	428	$59.4K	<0.01%	0	13F-HR Timeline
Bernard Wealth Management Corp.	428	$59.4K	0.03%	0	13F-HR Timeline
Horizons Wealth Management	426	$59.1K	0.04%	0	13F-HR Timeline
Medallion Wealth Advisors, LLC	420	$58.2K	0.02%	0	13F-HR Timeline
Front Row Advisors LLC	406	$56.3K	0.02%	new	13F-HR Timeline
Coston, McIsaac & Partners	405	$56K	0.01%	0	13F-HR Timeline
CSS LLC/IL	401	$55.6K	<0.01%	+301	13F-HR Timeline
Wood Tarver Financial Group, LLC	401	$55K	0.02%	0	13F-HR Timeline
CoreCap Advisors, LLC	394	$54.6K	<0.01%	-79	13F-HR Timeline
Indiana Trust & Investment Management Co	383	$53.1K	0.02%	0	13F-HR Timeline
Nalls Sherbakoff Group, LLC	383	$53.1K	0.04%	0	13F-HR Timeline
Millstone Evans Group, LLC	381	$52.8K	0.04%	0	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	370	$51.3K	<0.01%	+186	13F-HR Timeline
Aptus Capital Advisors, LLC	368	$51K	<0.01%	-7	13F-HR Timeline
Horizon Investments, LLC	364	$50.5K	<0.01%	+320	13F-HR Timeline
TOWER TRUST & INVESTMENT Co	342	$47.4K	0.03%	0	13F-HR Timeline
WFA of San Diego, LLC	338	$46.9K	0.03%		13F-HR Timeline
Concord Wealth Partnersin group Concord Wealth Partners	329	$45.6K	0.01%	0	13F-HR Timeline Group
Berkshire Money Management, Inc.	325	$45.1K	<0.01%	new	13F-HR Timeline
PITTENGER & ANDERSON INC	320	$44.4K	<0.01%	0	13F-HR Timeline
CX Institutional	311	$43K	<0.01%	0	13F-HR/A Timeline
Asset Dedication, LLC	305	$42.3K	<0.01%	0	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	304	$41.9K	0.03%	0	13F-HR Timeline
Insight Inv LLC	298	$41.3K	0.03%	0	13F-HR Timeline
ADIRONDACK TRUST CO	296	$41K	0.01%	0	13F-HR Timeline
Register Financial Advisors LLC	284	$39.4K	0.02%	0	13F-HR Timeline
Smartleaf Asset Management LLC	273	$37.5K	<0.01%	0	13F-HR Timeline
JNBA Financial Advisors	267	$37K	<0.01%	0	13F-HR Timeline
West Branch Capital LLC	261	$36.1K	0.01%	+1	13F-HR Timeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…	258	$35.8K	0.01%	0	13F-HR Timeline Group
Ryan Investment Management, Inc.	257	$35.6K	0.02%		13F-HR Timeline
Avion Wealth	248	$34K	0.01%	0	13F-HR/A Timeline
Capital Investment Advisory Services, L…	229	$31.7K	<0.01%	0	13F-HR Timeline
Evelyn Partners Group Ltdgroup of 2 filers holding	224	$31.1K		-666	Timeline Evelyn Partners Asset Management …: 224 (0.01%) 13F-HR/A Evelyn Partners Investment Manage…: sold out, -666 13F-HR/A
Richard W. Paul & Associates, LLC	208	$28.8K	0.01%	+5	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	208	$28.8K	0.01%	0	13F-HR Timeline Group
DHJJ Financial Advisors, Ltd.	208	$28.8K	0.01%	+1	13F-HR Timeline
Hughes Financial Services, LLC	202	$28.5K	<0.01%	0	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	200	$28K	<0.01%	0	13F-HR Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …	200	$27.7K	0.01%		13F-HR Timeline Group
Plante Moran Financial Advisors, LLC	200	$27.7K	<0.01%	0	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	180	$25K	<0.01%	0	13F-HR Timeline
CarsonAllaria Wealth Management, Ltd.	178	$24.7K	0.01%	0	13F-HR Timeline
Investors Research Corp	170	$23.6K	<0.01%	0	13F-HR Timeline
Ameliora Wealth Management Ltd.	200	$23.5K	0.01%	0	13F-HR Timeline
Mascoma Wealth Management LLC	168	$23.3K	0.01%	0	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	167	$23.2K	0.01%	0	13F-HR Timeline
Kilter Group LLC	166	$23K	0.01%	new	13F-HR Timeline
PROATHLETE WEALTH MANAGEMENT LLC	164	$22.7K	0.01%	new	13F-HR Timeline
SYNTAX RESEARCH, INC.	162	$22.5K	0.02%	0	13F-HR Timeline
Team Financial Group, LLC	156	$21.6K	0.01%	new	13F-HR Timeline
Harbor Asset Planning, Inc.	154	$21.4K	0.02%		13F-HR Timeline
Lowe Wealth Advisors, LLC	150	$20.8K	0.01%	0	13F-HR Timeline
Riverview Trust Co	150	$20.8K	0.03%	0	13F-HR Timeline
HHM Wealth Advisors, LLC	150	$20.8K	<0.01%	0	13F-HR Timeline
Bellwether Advisors, LLC	150	$20.8K	<0.01%	-134,373	13F-HR Timeline
United Community Bankin group United Community Bank	149	$20.7K	0.01%	0	13F-HR Timeline Group
MARK SHEPTOFF FINANCIAL PLANNING, LLC	147	$20.4K	0.01%	0	13F-HR Timeline
American Capital Advisory, LLC	143	$19.8K	0.01%	0	13F-HR Timeline
HighMark Wealth Management LLC	141	$19.5K	0.01%	-341	13F-HR Timeline
Crewe Advisors LLC	133	$18.4K	<0.01%	0	13F-HR Timeline
Anchor Investment Management, LLC	130	$18K	<0.01%	0	13F-HR Timeline
Legacy Investment Solutions, LLC	124	$17.2K	0.01%		13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	124	$17.2K	0.01%	0	13F-HR Timeline Group
PrairieView Partners, LLC	125	$17K	<0.01%	0	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	120	$16.6K	<0.01%	0	13F-HR Timeline
Physician Wealth Advisors, Inc.	120	$16.6K	<0.01%	0	13F-HR Timeline
SIMA Wealth Partners, LLC	119	$16.5K	0.01%	-656	13F-HR Timeline
MB, LEVIS & ASSOCIATES, LLC	112	$15.5K	0.01%	0	13F-HR Timeline
High Note Wealth, LLC	109	$15.1K	<0.01%	+57	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	108	$15K	<0.01%	0	13F-HR Timeline Group
Cape Investment Advisory, Inc.	108	$15K	0.01%	-181	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	102	$14.1K	0.01%	0	13F-HR Timeline
one8zero8, LLC	102	$14.1K	<0.01%	0	13F-HR Timeline
Windsor Advisory Group, LLC	102	$14.1K	0.02%	0	13F-HR Timeline
BFSG, LLC	100	$13.9K	<0.01%	0	13F-HR Timeline
Missouri Trust & Investment Co	100	$13.9K	<0.01%	0	13F-HR Timeline
Federation des caisses Desjardins du Qu…	100	$13.9K	<0.01%	0	13F-HR Timeline
PEOPLES FINANCIAL SERVICES CORP.	99	$13.7K	0.01%	0	13F-HR Timeline
MorganRosel Wealth Management, LLC	99	$13.7K	<0.01%	0	13F-HR Timeline
Redwood Park Advisors LLC	96	$13.3K	0.01%	0	13F-HR Timeline
Crews Bank & Trust	94	$13K	<0.01%	0	13F-HR Timeline
New Republic Capital, LLC	91	$12.6K	<0.01%	0	13F-HR Timeline
Field & Main Bank	90	$12.5K	<0.01%	0	13F-HR Timeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP	105	$12.4K	<0.01%		13F-HR Timeline
Beaird Harris Wealth Management, LLC	88	$12.2K	<0.01%	new	13F-HR Timeline
Vermillion & White Wealth Management Gr…	87	$12.1K	0.01%	0	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	78	$10.8K	<0.01%	0	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	77	$10.7K	<0.01%	0	13F-HR Timeline
Elequin Capital, LP	77	$10.7K	<0.01%	-2,821	13F-HR Timeline
Aventura Private Wealth, LLC	75	$10.4K	<0.01%	0	13F-HR Timeline
Park Square Financial Group, LLC	71	$9.85K	0.01%	+13	13F-HR Timeline
Abound Wealth Management	69	$9.61K	<0.01%	0	13F-HR Timeline
NFSG Corp	64	$8.89K	<0.01%	0	13F-HR Timeline
Pacifica Partners Inc.	62	$8.52K	<0.01%	new	13F-HR Timeline
Provenance Wealth Advisors, LLC	60	$8.32K	<0.01%	0	13F-HR Timeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…	56	$7.76K	<0.01%	0	13F-HR Timeline Group
Nemes Rush Group LLC	51	$7.08K	<0.01%	0	13F-HR Timeline
Bullock Wealth Management Group	50	$6.94K	<0.01%	0	13F-HR Timeline
FIRST COMMUNITY TRUST NA	48	$6.66K	0.01%	new	13F-HR Timeline
Dunhill Financial, LLC	48	$6.66K	<0.01%	new	13F-HR Timeline
Robinswood Financial LLC	45	$6.26K	<0.01%	0	13F-HR Timeline
Rosenberg Matthew Hamilton	44	$6.1K	<0.01%	new	13F-HR Timeline
Barnes Dennig Private Wealth Management…	44	$6.1K	0.01%	0	13F-HR Timeline
Versant Capital Management, Inc	42	$5.83K	<0.01%	0	13F-HR Timeline
NVWM, LLC	35	$4.87K	<0.01%	0	13F-HR Timeline
CNB Bank	33	$4.58K	<0.01%	0	13F-HR Timeline
BROADWATER CAPITAL MANAGEMENT LLC	4,438	$4.44K	0.01%	+4,406	13F-HR/A Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	32	$4.44K	<0.01%	0	13F-HR Timeline
Piscataqua Savings Bank	30	$4.16K	<0.01%	0	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC	23	$3.19K	<0.01%	new	13F-HR Timeline Group
Marshall & Sterling Wealth Advisors Inc.	23	$3.19K	<0.01%	0	13F-HR Timeline
Rice Partnership, LLC	22	$3.05K	<0.01%	new	13F-HR Timeline
New Millennium Group LLC	21	$2.91K	<0.01%	-21	13F-HR Timeline
Larson Financial Group LLC	20	$2.77K	<0.01%	new	13F-HR Timeline
Tower View Wealth Management LLC	18	$2.5K	<0.01%	0	13F-HR Timeline
Christopher J. Hasenberg, Inc	15	$2.08K	<0.01%	new	13F-HR Timeline
Main Street Group, LTD	12	$1.66K	<0.01%	0	13F-HR Timeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …	11	$1.52K	<0.01%	new	13F-HR Timeline Group
Orion Capital Management LLC	11	$1.52K	<0.01%	0	13F-HR Timeline
Your Advocates Ltd., LLP	9	$1.25K	<0.01%	0	13F-HR Timeline
PMV Capital Advisers, LLC	9	$1.25K	<0.01%	new	13F-HR Timeline
MOTCO	6	$849	<0.01%	0	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	4	$555	<0.01%	new	13F-HR Timeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…	4	$426	<0.01%	0	13F-HR Timeline Group
Aventus Investment Advisors, Inc.	1	$126	<0.01%		13F-HR Timeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0		0	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.