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Disclosery

IWP ISHARES TR

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ETF (fund)

1,223 managers (1,237 13F filers) reported a position in IWP shares at 2025-12-31, 116,864,824 shares in all. 81 filers opened a position and 65 filers sold out during the quarter.

Managers
1,223
13F filers
1,237
New
81
Added
403
Reduced
335
Sold out
65
Shares held by filers
116,864,824

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BOK Financial Private Wealth, Inc.1,146$157K0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC1,146$157K0.02%013F-HRTimeline
Horizon Investments, LLC1,143$157K<0.01%+77913F-HRTimeline
Atlantic Edge Private Wealth Management…1,140$156K0.04%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,114$153K0.05%+113F-HRTimeline
Dorato Capital Management1,078$152K0.11%13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,105$151K0.07%-3513F-HRTimeline
OPTIMA CAPITAL LLC1,088$149K0.06%new13F-HRTimeline
BALLAST ADVISORS LLC1,032$141K0.04%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,027$141K0.01%013F-HRTimelineGroup
Trust Co1,018$139K0.01%013F-HRTimeline
Decker Retirement Planning Inc.1,017$139K0.07%+13213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,000$137K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.993$136K0.01%-86813F-HRTimeline
Private Wealth Management Group, LLC982$134K0.04%+81413F-HRTimeline
Strategic Wealth Advisors LLC979$134K0.11%13F-HRTimeline
Copia Wealth Management969$133K0.09%013F-HRTimeline
Root Financial Partners, LLC967$132K0.01%+47213F-HRTimeline
Salomon & Ludwin, LLC900$126K0.01%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc918$126K<0.01%-13213F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …917$126K<0.01%-21513F-HRTimelineGroup
MidAtlantic Capital Management, Inc.912$125K0.08%new13F-HRTimeline
Bare Financial Services, Inc910$125K0.03%013F-HRTimeline
REAP Financial Group, LLC887$121K0.02%-413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC844$116K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.820$112K0.03%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC816$112K0.03%new13F-HRTimeline
Perkins Coie Trust Co797$109K0.02%013F-HRTimeline
UNION SAVINGS BANK795$109K0.05%13F-HRTimeline
SITTNER & NELSON, LLC800$108K0.04%013F-HRTimeline
TFC Financial Management, Inc.764$105K0.01%013F-HRTimeline
Darwin Wealth Management, LLC760$104K0.03%-2813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\746$102K<0.01%013F-HRTimelineGroup
WealthCollab, LLC743$102K0.04%013F-HRTimeline
Keating Financial Advisory Services, In…714$97.8K0.01%13F-HRTimeline
Lloyd Advisory Services, LLC.707$96.8K0.04%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp731$96K0.13%013F-HR/ATimeline
Knott David M Jr695$95.2K0.04%new13F-HRTimeline
North Star Investment Management Corp.690$94.5K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC683$93K0.07%-20013F-HRTimeline
SYM FINANCIAL Corp676$92.6K0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC662$90.6K0.01%+19013F-HRTimeline
Game Plan Financial Advisors, LLC648$88.7K0.04%013F-HRTimeline
Aptus Capital Advisors, LLC647$88.6K<0.01%-53813F-HRTimeline
Investors Portfolio Services LLC637$87.2K0.08%13F-HRTimeline
Rialto Wealth Management, LLC629$86.1K0.02%013F-HRTimeline
Gleason Group, Inc.628$86K0.01%013F-HRTimeline
Hanson & Doremus Investment Management628$86K0.01%013F-HRTimeline
Planning Project LLC627$85.8K0.02%13F-HRTimeline
CoreCap Advisors, LLC615$84.2K<0.01%+4413F-HRTimeline
AMERIFLEX GROUP, INC.606$83K0.04%+7613F-HRTimeline
Cape Investment Advisory, Inc.589$80.7K0.02%+58713F-HRTimeline
Stephens Consulting, LLC584$79.9K0.03%+713F-HRTimeline
SageView Advisory Group, LLC583$79.9K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC574$78.7K0.03%013F-HRTimeline
WOLFF WIESE MAGANA LLC558$76.4K0.04%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB555$76K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC550$75.3K<0.01%013F-HRTimelineGroup
Archer Investment Corp547$74.9K0.02%013F-HRTimeline
Addison Advisors LLC526$72K0.02%013F-HRTimeline
Strive Financial Group ,LLC514$70.4K0.04%13F-HR/ATimeline
Bank of New Hampshire512$70.1K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.509$69.7K0.04%013F-HRTimeline
Operose Advisors LLC496$67.9K0.02%-6913F-HRTimeline
Glassman Wealth Services494$67.6K0.01%013F-HRTimeline
Networth Advisors, LLC490$67.1K0.05%13F-HRTimeline
Smartleaf Asset Management LLC473$65.5K<0.01%+20013F-HRTimeline
Pflug Koory, LLC475$65K0.03%013F-HRTimeline
ALBION FINANCIAL GROUP /UT471$64.5K<0.01%013F-HRTimeline
ATWOOD & PALMER INC460$63K<0.01%013F-HRTimeline
Mechanics Financial Corp456$62.4K0.02%013F-HRTimeline
Parvin Asset Management, LLC445$60.9K0.05%new13F-HRTimeline
Kimelman & Baird, LLC428$58.6K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.428$58.6K0.02%013F-HRTimeline
Horizons Wealth Management426$58.3K0.04%013F-HRTimeline
Medallion Wealth Advisors, LLC420$57.5K0.02%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …410$56K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC406$55.6K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC405$55.5K<0.01%-1713F-HRTimeline
Coston, McIsaac & Partners405$55K0.01%013F-HRTimeline
Missouri Trust & Investment Co394$54K0.02%013F-HRTimeline
Greykasell Wealth Strategies, Inc.385$52.7K0.02%013F-HRTimeline
Global Trust Asset Management, LLC384$52.6K0.02%-90313F-HRTimeline
Nalls Sherbakoff Group, LLC383$52.5K0.04%013F-HRTimeline
Millstone Evans Group, LLC381$52.2K0.03%013F-HRTimeline
Cornerstone Planning Group LLC357$49.5K0.01%+23313F-HRTimeline
TOWER TRUST & INVESTMENT Co342$46.8K0.03%013F-HRTimeline
Asset Dedication, LLC336$46K<0.01%+3113F-HRTimeline
Sound Income Strategies, LLC319$45.1K<0.01%+16513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners329$45K0.01%013F-HRTimelineGroup
PITTENGER & ANDERSON INC320$43.8K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.304$41.6K0.01%013F-HRTimeline
SHP Wealth Management303$41.5K<0.01%13F-HRTimeline
Insight Inv LLC298$40.8K0.02%013F-HRTimeline
Motiv8 Investments LLC295$40K0.02%new13F-HRTimeline
Register Financial Advisors LLC284$38.9K0.02%013F-HRTimeline
ADIRONDACK TRUST CO282$38.6K0.01%013F-HRTimeline
CX Institutional278$38K<0.01%-3313F-HRTimeline
City State Bank277$37.9K0.01%new13F-HRTimeline
WFA of San Diego, LLC275$37.7K0.03%013F-HRTimeline
Triumph Capital Management274$37.5K0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…271$37.1K0.01%013F-HRTimeline
JNBA Financial Advisors267$36.6K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.262$35.9K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…258$35.3K0.01%013F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC255$34.9K<0.01%-5,84413F-HRTimeline
Avion Wealth248$33K0.01%013F-HRTimeline
Monetary Solutions, Ltd240$32.9K0.03%13F-HRTimeline
Clean Yield Group231$31.6K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…229$31.4K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd224$30.7K0.01%013F-HRTimelineGroup
Laurel Wealth Advisors LLC222$30.4K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC217$29.8K0.01%013F-HRTimeline
SFAM, LLC208$28.5K0.03%13F-HRTimeline
Richard W. Paul & Associates, LLC208$28.5K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department208$28.5K0.01%013F-HRTimelineGroup
Hughes Financial Services, LLC202$27.7K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC200$27.4K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …200$27.4K0.01%013F-HRTimelineGroup
Ameliora Wealth Management Ltd.200$27.4K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC200$27.4K0.02%13F-HRTimeline
Beaird Harris Wealth Management, LLC198$27.1K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV200$27K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…191$26.2K<0.01%+18013F-HRTimelineGroup
CNB Bank191$26.2K0.01%+15813F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.186$25.5K0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN180$24.6K<0.01%013F-HRTimeline
HighMark Wealth Management LLC176$24.1K0.01%+3013F-HRTimeline
GODSEY & GIBB, INC175$24K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC168$23K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC167$22.9K0.01%013F-HRTimeline
Kilter Group LLC166$22.7K0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA162$22.2K0.05%013F-HRTimeline
Team Financial Group, LLC156$21.4K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.156$21.4K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.155$21.2K0.02%013F-HRTimeline
Riverview Trust Co150$20.5K0.02%013F-HRTimeline
Ankerstar Wealth, LLC150$20.5K0.02%13F-HRTimeline
United Community Bankin group United Community Bank149$20.4K0.01%013F-HRTimelineGroup
American Capital Advisory, LLC143$19.6K0.01%013F-HRTimeline
Abound Wealth Management142$19.5K<0.01%-8113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…137$18.8K0.01%013F-HRTimelineGroup
Bank & Trust Co134$18.4K0.01%new13F-HRTimeline
SYNTAX RESEARCH, INC.125$17.1K0.01%-3713F-HRTimeline
New Republic Capital, LLC123$16.8K<0.01%+3213F-HRTimeline
Signature Resources Capital Management,…122$16.7K0.01%+413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST120$16.4K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC119$16.3K<0.01%+4213F-HRTimeline
SIMA Wealth Partners, LLC119$16.3K0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.119$16K0.02%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC115$15.7K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.114$15.6K<0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC112$15.3K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC108$14.8K<0.01%013F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…103$14.1K0.01%new13F-HRTimeline
West Branch Capital LLC103$14.1K<0.01%-4013F-HRTimeline
Windsor Advisory Group, LLC102$14K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.102$14K0.01%013F-HRTimeline
one8zero8, LLC102$14K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC100$13.7K<0.01%-5013F-HRTimeline
Physician Wealth Advisors, Inc.100$13.7K<0.01%-2013F-HRTimeline
Federation des caisses Desjardins du Qu…100$13.7K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.99$13.6K0.01%013F-HRTimeline
Anchor Investment Management, LLC97$13.3K<0.01%-3313F-HRTimeline
Redwood Park Advisors LLC96$13.1K0.01%013F-HRTimeline
Vision Retirement, LLC94$12.9K<0.01%13F-HRTimeline
Crews Bank & Trust94$12.9K<0.01%013F-HRTimeline
Field & Main Bank90$12.3K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co87$11.9K<0.01%-29613F-HRTimeline
Vermillion & White Wealth Management Gr…87$11.9K0.01%013F-HRTimeline
Qube Research & Technologies Ltd82$11.2K<0.01%-130,01713F-HRTimeline
Integrity Financial Corp /WA82$11.2K0.01%-17613F-HRTimeline
Investors Research Corp81$11.1K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…78$10.7K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC75$10.3K<0.01%013F-HRTimeline
Park Square Financial Group, LLC80$10.1K0.06%+1913F-HRTimeline
CFG Wealth Management Services, Inc.74$10.1K0.01%13F-HRTimeline
BFSG, LLC70$9.59K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC69$9.45K0.01%-1,20413F-HRTimeline
United Financial Planning Group LLC66$9.04K0.01%new13F-HRTimeline
NFSG Corp64$8.79K<0.01%013F-HRTimeline
High Note Wealth, LLC64$8.76K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC60$8.22K<0.01%013F-HRTimeline
Garton & Associates Financial Advisors …58$7.94K<0.01%13F-HRTimeline
Nemes Rush Group LLC57$7.82K<0.01%+613F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…55$7.53K<0.01%-113F-HRTimelineGroup
Bullock Wealth Management Group50$6.9K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA48$6.57K<0.01%013F-HRTimeline
Dunhill Financial, LLC48$6.57K<0.01%013F-HRTimeline
Robinswood Financial LLC45$6.18K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.45$6.16K<0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…44$6.03K0.01%013F-HRTimeline
Versant Capital Management, Inc42$5.75K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.40$5.48K<0.01%new13F-HRTimeline
Wallace Hart LLC40$5.48K<0.01%new13F-HRTimeline
NVWM, LLC35$4.82K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC32$4.38K<0.01%013F-HRTimeline
Piscataqua Savings Bank30$4.11K<0.01%013F-HRTimeline
GGM Financial LLC29$3.97K<0.01%013F-HRTimeline
Rossby Financial, LCC28$3.83K<0.01%+1013F-HRTimeline