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Disclosery

IWP ISHARES TR

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ETF (fund)

1,153 managers (1,166 13F filers) reported a position in IWP shares at 2025-09-30, 112,337,872 shares in all. 61 filers opened a position and 58 filers sold out during the quarter.

Managers
1,153
13F filers
1,166
New
61
Added
358
Reduced
370
Sold out
58
Shares held by filers
112,337,872

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Operose Advisors LLC565$80.5K0.02%+6913F-HRTimeline
WOLFF WIESE MAGANA LLC558$79.5K0.05%-1413F-HRTimeline
MassMutual Private Wealth & Trust, FSB555$79K<0.01%-12013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC550$78.3K<0.01%013F-HRTimelineGroup
Archer Investment Corp547$77.9K0.02%-2413F-HRTimeline
Clayton Financial Group LLC535$76.2K0.06%new13F-HRTimeline
AMERIFLEX GROUP, INC.530$75.5K0.03%+6813F-HRTimeline
Addison Advisors LLC526$74.9K0.02%-6313F-HRTimeline
Bank of New Hampshire512$72.9K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.509$72.5K0.05%013F-HRTimeline
Root Financial Partners, LLC495$70.5K<0.01%new13F-HRTimeline
Glassman Wealth Services494$70.4K0.01%013F-HRTimeline
Pflug Koory, LLC475$67.6K0.03%013F-HRTimeline
Hamilton Point Investment Advisors, LLC472$67.2K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT471$67.1K<0.01%013F-HRTimeline
ATWOOD & PALMER INC460$65.5K<0.01%013F-HRTimeline
LGT Financial Advisors LLC458$65.2K0.14%013F-HRTimeline
Mechanics Financial Corp456$64.9K0.02%013F-HRTimeline
Kimelman & Baird, LLC428$61K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.428$61K0.03%013F-HRTimeline
Horizons Wealth Management426$60.7K0.04%013F-HRTimeline
JFS WEALTH ADVISORS, LLC422$60.1K<0.01%+5213F-HRTimeline
Medallion Wealth Advisors, LLC420$59.8K0.02%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …410$58K<0.01%-41013F-HRTimelineGroup
Front Row Advisors LLC406$57.8K0.02%013F-HRTimeline
Coston, McIsaac & Partners405$57K0.01%013F-HRTimeline
Palisade Asset Management, LLC400$57K0.01%new13F-HRTimeline
Missouri Trust & Investment Co394$56.1K0.02%+29413F-HRTimeline
Greykasell Wealth Strategies, Inc.385$54.8K0.02%new13F-HRTimeline
Indiana Trust & Investment Management Co383$54.5K0.02%013F-HRTimeline
Nalls Sherbakoff Group, LLC383$54.5K0.04%013F-HRTimeline
Millstone Evans Group, LLC381$54.3K0.03%013F-HRTimeline
Horizon Investments, LLC364$51.8K<0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co342$48.7K0.03%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners329$46.8K0.01%013F-HRTimelineGroup
PITTENGER & ANDERSON INC320$45.6K<0.01%013F-HRTimeline
CX Institutional311$44K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC307$43.8K0.01%new13F-HRTimeline
Asset Dedication, LLC305$43.4K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.304$43.3K0.03%013F-HRTimeline
Insight Inv LLC298$42.4K0.02%013F-HRTimeline
Register Financial Advisors LLC284$40.4K0.02%013F-HRTimeline
ADIRONDACK TRUST CO282$40.2K0.01%-1413F-HRTimeline
WFA of San Diego, LLC275$39.2K0.03%-6313F-HRTimeline
Smartleaf Asset Management LLC273$39.1K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…271$38.6K0.01%new13F-HRTimeline
JNBA Financial Advisors267$38K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.262$37.3K<0.01%-26213F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…258$36.7K0.01%013F-HRTimelineGroup
Integrity Financial Corp /WA258$36.7K0.02%-22213F-HRTimeline
Avion Wealth248$35K0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC236$33.6K<0.01%new13F-HRTimeline
Clean Yield Group231$32.9K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…229$32.6K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd224$31.9K0.01%013F-HRTimelineGroup
Abound Wealth Management223$31.8K0.01%+15413F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC217$30.9K0.01%+7013F-HRTimeline
Richard W. Paul & Associates, LLC208$29.6K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department208$29.6K0.01%013F-HRTimelineGroup
Imprint Wealth LLC204$29.1K0.09%13F-HRTimeline
Plante Moran Financial Advisors, LLC200$28.5K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …200$28.5K0.01%13F-HRTimelineGroup
Ameliora Wealth Management Ltd.200$28.5K0.01%013F-HRTimeline
Hughes Financial Services, LLC202$28.5K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC198$28.2K<0.01%+11013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV200$28K<0.01%013F-HR/ATimeline
DELTA ASSET MANAGEMENT LLC/TN180$25.6K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC168$23.9K0.01%013F-HRTimeline
Private Wealth Management Group, LLC168$23.9K0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC167$23.8K0.01%013F-HRTimeline
Kilter Group LLC166$23.6K0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.162$23.1K0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA162$23.1K0.05%new13F-HRTimeline
Lowe Wealth Advisors, LLC158$22.5K0.01%+813F-HRTimeline
DHJJ Financial Advisors, Ltd.156$22.2K0.01%-5213F-HRTimeline
Team Financial Group, LLC156$22.2K0.01%013F-HRTimeline
Sound Income Strategies, LLC154$22.1K<0.01%-61413F-HRTimeline
Harbor Asset Planning, Inc.155$22K0.02%+113F-HRTimeline
Riverview Trust Co150$21.4K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC150$21.4K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank149$21.2K0.01%013F-HRTimelineGroup
HighMark Wealth Management LLC146$20.7K0.01%+513F-HRTimeline
American Capital Advisory, LLC143$20.4K0.01%013F-HRTimeline
West Branch Capital LLC143$20.3K0.01%-11813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…137$19.5K0.01%+1313F-HRTimelineGroup
Crewe Advisors LLC133$18.9K<0.01%013F-HRTimeline
Creekmur Asset Management LLC132$18.8K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC130$18.5K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.127$18.1K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.120$17.1K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST120$17.1K<0.01%013F-HRTimeline
SIMA Wealth Partners, LLC119$16.9K0.01%013F-HRTimeline
Signature Resources Capital Management,…118$16.8K0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC112$15.9K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC108$15.4K<0.01%013F-HRTimelineGroup
New Millennium Group LLC104$14.8K0.01%+8313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.102$14.5K0.01%013F-HRTimeline
Windsor Advisory Group, LLC102$14.5K0.01%013F-HRTimeline
one8zero8, LLC102$14.5K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC101$14.4K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…100$14.2K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.99$14.1K0.01%013F-HRTimeline
Strengthening Families & Communities, L…96$13.8K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC96$13.7K0.01%013F-HRTimeline
Crews Bank & Trust94$13.4K<0.01%013F-HRTimeline
Abich Financial Wealth Management LLC93$13.2K<0.01%13F-HRTimeline
New Republic Capital, LLC91$13K<0.01%013F-HRTimeline
Field & Main Bank90$12.8K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…87$12.4K0.01%013F-HRTimeline
Cornerstone Planning Group LLC124$11.8K<0.01%new13F-HRTimeline
Investors Research Corp81$11.5K<0.01%-8913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…78$11.1K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC77$11K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC75$10.7K<0.01%013F-HRTimeline
Rice Partnership, LLC71$10.1K<0.01%+4913F-HRTimeline
BFSG, LLC70$9.97K<0.01%-3013F-HRTimeline
NFSG Corp64$9.13K<0.01%013F-HRTimeline
High Note Wealth, LLC64$9.11K<0.01%-4513F-HRTimeline
Park Square Financial Group, LLC61$8.69K0.04%-1013F-HRTimeline
Blume Capital Management, Inc.60$8.54K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC60$8.54K<0.01%013F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…56$7.97K<0.01%013F-HRTimelineGroup
Nemes Rush Group LLC51$7.27K<0.01%013F-HRTimeline
Bullock Wealth Management Group50$7.16K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA48$6.84K0.01%013F-HRTimeline
Dunhill Financial, LLC48$6.84K<0.01%013F-HRTimeline
Robinswood Financial LLC45$6.43K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…44$6.27K0.01%013F-HRTimeline
Versant Capital Management, Inc42$5.98K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC41$5.84K<0.01%-1,69313F-HRTimeline
NVWM, LLC35$5.01K<0.01%013F-HRTimeline
Compass Financial Services Inc35$4.98K<0.01%new13F-HRTimeline
CNB Bank33$4.7K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC32$4.56K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC32$4.56K<0.01%-4,40613F-HR/ATimeline
Piscataqua Savings Bank30$4.27K<0.01%013F-HRTimeline
GGM Financial LLC29$4.13K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton24$3.42K<0.01%-2013F-HRTimeline
Larson Financial Group LLC20$2.85K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC19$2.71K<0.01%new13F-HRTimeline
Tower View Wealth Management LLC18$2.57K<0.01%013F-HRTimeline
Rossby Financial, LCC18$2.56K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.16$2.28K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11$1.57K<0.01%-61113F-HRTimelineGroup
Orion Capital Management LLC11$1.57K<0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …11$1.52K<0.01%013F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC10$1.43K<0.01%-15413F-HRTimeline
Your Advocates Ltd., LLP9$1.28K<0.01%013F-HRTimeline
MOTCO6$854<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4$570<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4$437<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.2$285<0.01%-10613F-HRTimeline
MANNING & NAPIER ADVISORS LLC0$10<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.