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Disclosery

IWP ISHARES TR

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ETF (fund)

1,167 managers (1,184 13F filers) reported a position in IWP shares at 2026-03-31, 112,395,348 shares in all. 58 filers opened a position and 99 filers sold out during the quarter.

Managers
1,167
13F filers
1,184
New
58
Added
383
Reduced
376
Sold out
99
Shares held by filers
112,395,348

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ELEVATION WEALTH PARTNERS, LLC575$73.6K0.03%+113F-HRTimeline
Wellington Grp LLC574$73.5K0.02%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC562$72K<0.01%+44313F-HRTimeline
MassMutual Private Wealth & Trust, FSB555$71.1K<0.01%013F-HRTimeline
Archer Investment Corp547$70.1K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC529$67.8K0.04%-2913F-HRTimeline
Addison Advisors LLC526$67.4K0.01%013F-HRTimeline
Strive Financial Group ,LLC514$66K0.04%013F-HRTimeline
Bank of New Hampshire512$65.6K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.509$65.2K0.04%013F-HRTimeline
Strategic Advocates LLC502$64.3K0.28%-12,93213F-HRTimeline
Operose Advisors LLC496$63.5K0.01%013F-HRTimeline
Glassman Wealth Services494$63.3K0.01%013F-HRTimeline
Rialto Wealth Management, LLC479$61.4K0.01%-15013F-HRTimeline
Pflug Koory, LLC475$60.9K0.03%013F-HRTimeline
ALBION FINANCIAL GROUP /UT471$60.3K<0.01%013F-HRTimeline
ATWOOD & PALMER INC460$58.9K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC473$58.5K<0.01%013F-HRTimeline
Mechanics Financial Corp456$58.4K0.02%013F-HRTimeline
Copia Wealth Management451$57.8K0.04%-51813F-HRTimeline
Parvin Asset Management, LLC445$57K0.04%013F-HRTimeline
Kimelman & Baird, LLC428$54.8K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.428$54.8K0.02%013F-HRTimeline
Horizons Wealth Management426$54.6K0.04%013F-HRTimeline
Medallion Wealth Advisors, LLC420$53.8K0.02%013F-HRTimeline
Front Row Advisors LLC406$52K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC405$51.9K<0.01%013F-HRTimeline
Coston, McIsaac & Partners405$51K0.01%013F-HRTimeline
Missouri Trust & Investment Co394$50.5K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.385$49.3K0.02%013F-HRTimeline
Nalls Sherbakoff Group, LLC383$49.1K0.04%013F-HRTimeline
Millstone Evans Group, LLC381$48.8K0.03%013F-HRTimeline
Global Trust Asset Management, LLC364$46.6K0.02%-2013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\346$44.3K<0.01%-40013F-HRTimelineGroup
TOWER TRUST & INVESTMENT Co342$43.8K0.03%013F-HRTimeline
Aptus Capital Advisors, LLC334$42.8K<0.01%-31313F-HRTimeline
PITTENGER & ANDERSON INC320$41K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC308$39.4K0.01%new13F-HRTimeline
CoreFirst Bank & Trust305$39.1K0.02%-1,09613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.304$38.9K0.02%013F-HRTimeline
Asset Dedication, LLC287$36.8K<0.01%-4913F-HRTimeline
Register Financial Advisors LLC284$36.4K0.01%013F-HRTimeline
ADIRONDACK TRUST CO282$36.1K0.01%013F-HRTimeline
City State Bank277$35.5K0.01%013F-HRTimeline
WFA of San Diego, LLC275$35.2K0.03%013F-HRTimeline
Triumph Capital Management274$35.1K0.01%013F-HRTimeline
Sound Income Strategies, LLC272$35K<0.01%-4713F-HRTimeline
Measured Wealth Private Client Group, L…271$34.7K0.01%013F-HRTimeline
JNBA Financial Advisors267$34.2K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP267$34.2K0.01%+25813F-HRTimeline
WEBSTER BANK, N. A.262$33.6K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…258$33.1K0.01%013F-HRTimelineGroup
SHP Wealth Management258$33.1K<0.01%-4513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC259$33K0.02%-42413F-HRTimeline
Dunhill Financial, LLC250$32K0.01%+20213F-HRTimeline
Avion Wealth248$31K0.01%013F-HRTimeline
Monetary Solutions, Ltd240$30.7K0.03%013F-HRTimeline
Park Place Capital Corp239$30.6K0.01%-4,33313F-HRTimeline
Plante Moran Financial Advisors, LLC238$30.5K<0.01%+3813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC236$30.2K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC217$29.9K0.02%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC230$29.5K<0.01%-2513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …224$28.7K<0.01%-18613F-HRTimelineGroup
Signature Resources Capital Management,…224$28.7K0.01%+10213F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd224$28.7K0.01%013F-HRTimelineGroup
Ameliora Wealth Management Ltd.200$27.4K0.01%013F-HRTimeline
SFAM, LLC208$26.6K0.02%013F-HRTimeline
Richard W. Paul & Associates, LLC208$26.6K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department208$26.6K0.01%013F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV200$26K<0.01%013F-HRTimeline
McIlrath & Eck, LLC202$25.9K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC202$25.9K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …200$25.6K<0.01%013F-HRTimelineGroup
Hilton Head Capital Partners, LLC200$25.6K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC198$25.4K<0.01%013F-HRTimeline
CNB Bank191$24.5K0.01%013F-HRTimeline
HighMark Wealth Management LLC191$24.5K0.01%+1513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.186$23.8K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN180$23.1K<0.01%013F-HRTimeline
GODSEY & GIBB, INC175$22.4K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC168$21.5K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC167$21.4K0.01%013F-HRTimeline
Kilter Group LLC166$21.3K0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA162$20.8K0.05%013F-HRTimeline
Legend Capital Advisors LLC162$20.8K0.01%new13F-HRTimeline
Team Financial Group, LLC156$20K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.156$20K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.155$19.8K0.02%013F-HRTimeline
Riverview Trust Co150$19.2K0.02%013F-HRTimeline
Ankerstar Wealth, LLC150$19.2K0.02%013F-HRTimeline
United Community Bankin group United Community Bank149$19.1K0.01%013F-HRTimelineGroup
New Republic Capital, LLC148$19K0.01%+2513F-HRTimeline
American Capital Advisory, LLC143$18.3K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…137$17.6K0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…135$17.3K<0.01%-9413F-HRTimeline
Aventura Private Wealth, LLC135$17.3K0.01%+6013F-HRTimeline
Bank & Trust Co134$17.2K0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.125$16K0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC121$15.5K0.01%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST120$15.4K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL120$15.4K<0.01%new13F-HRTimeline
SIMA Wealth Partners, LLC119$15.2K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.114$14.6K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC112$14.3K0.01%013F-HRTimeline
Larson Financial Group LLC109$14K<0.01%+8913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC108$13.8K<0.01%013F-HRTimelineGroup
Windsor Advisory Group, LLC102$13.1K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.102$13.1K0.01%013F-HRTimeline
one8zero8, LLC102$13.1K<0.01%013F-HRTimeline
Burk Holdings LLC101$12.9K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC100$12.8K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.100$12.8K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…100$12.8K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.99$12.7K0.01%013F-HRTimeline
Abound Wealth Management98$12.6K<0.01%-4413F-HRTimeline
Redwood Park Advisors LLC96$12.3K0.01%013F-HRTimeline
Strengthening Families & Communities, L…96$12.3K<0.01%new13F-HRTimeline
Vision Retirement, LLC94$12.1K<0.01%013F-HRTimeline
Crews Bank & Trust94$12K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.92$11.8K<0.01%new13F-HRTimeline
Field & Main Bank90$11.5K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co87$11.1K<0.01%013F-HRTimeline
TopTier Wealth Management, LLC82$10.5K0.01%new13F-HRTimeline
Investors Research Corp81$10.4K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…78$9.99K<0.01%013F-HRTimeline
Insight Inv LLC76$9.74K0.01%-22213F-HRTimeline
CFG Wealth Management Services, Inc.74$9.44K0.01%013F-HRTimeline
United Financial Planning Group LLC66$8.46K<0.01%013F-HRTimeline
NFSG Corp64$8.22K<0.01%013F-HRTimeline
High Note Wealth, LLC64$8.2K<0.01%013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC62$7.94K0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC60$7.69K<0.01%013F-HRTimeline
Anchor Investment Management, LLC55$7.05K<0.01%-4213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.52$6.66K<0.01%new13F-HRTimeline
Nemes Rush Group LLC51$6.55K<0.01%-613F-HRTimeline
Bullock Wealth Management Group50$6.49K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA48$6.15K<0.01%013F-HRTimeline
Robinswood Financial LLC45$5.79K<0.01%013F-HR/ATimeline
Reyes Financial Architecture, Inc.45$5.76K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…44$5.64K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…43$5.52K<0.01%+4013F-HRTimelineGroup
GGM Financial LLC43$5.51K<0.01%+1413F-HRTimeline
Versant Capital Management, Inc42$5.38K<0.01%013F-HRTimeline
BFSG, LLC40$5.12K<0.01%-3013F-HRTimeline
Strategic Wealth Partners, Ltd.40$5.12K<0.01%013F-HRTimeline
Wallace Hart LLC40$5.12K0.01%013F-HRTimeline
Daytona Street Capital LLC38$4.93K<0.01%+2213F-HRTimeline
Integrity Financial Corp /WA38$4.87K<0.01%-4413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC36$4.61K<0.01%new13F-HRTimeline
NVWM, LLC35$4.51K<0.01%013F-HRTimeline
Synergy Investment Management, LLC35$4.48K<0.01%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC32$4.38K<0.01%013F-HRTimeline
Main Street Group, LTD31$4K<0.01%new13F-HRTimeline
Piscataqua Savings Bank30$3.84K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton24$3.08K<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.22$2.82K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC14$1.79K<0.01%013F-HR/ATimeline
GILL CAPITAL PARTNERS, LLC13$1.67K<0.01%new13F-HRTimeline
Rice Partnership, LLC13$1.67K<0.01%013F-HRTimeline
Mosley Wealth Management11$1.57K<0.01%new13F-HRTimeline
Merkkuri Wealth Advisors LLC12$1.54K<0.01%new13F-HRTimeline
Orion Capital Management LLC11$1.41K<0.01%013F-HRTimeline
Artisan Partners Limited Partnership11$1.35K<0.01%new13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC10$1.28K<0.01%013F-HRTimeline
MOTCO6$769<0.01%013F-HRTimeline
Fortis Group Advisors, LLC4$512<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC0$9<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.