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Disclosery

IWP ISHARES TR

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ETF (fund)

1,122 managers (1,138 13F filers) reported a position in IWP shares at 2024-12-31, 102,409,124 shares in all. 97 filers opened a position and 32 filers sold out during the quarter.

Managers
1,122
13F filers
1,138
New
97
Added
331
Reduced
330
Sold out
32
Shares held by filers
102,409,124

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY18,074,393$2.29B0.16%+7,260,00213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,281,997$923M0.09%+154,00513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,212,818$661M0.16%+212,26713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,537,638$575M0.55%+133,26513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,502,572$444M+373,414Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,341,377$424M1.29%-183,02813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,687,537$341M0.23%+29,49913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,571,830$326M0.08%-35,78913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,481,155$314M0.46%+5,28213F-HRTimeline
UBS Group AGin group UBS Group AG2,306,463$292M0.07%+19,25213F-HRTimelineGroup
LPL Financial LLC2,154,407$273M0.11%+340,26713F-HRTimeline
Cassaday & Co Wealth Management LLC2,139,686$271M7.4%+5,53613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,808,625$229M1.41%-49,02713F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO1,791,302$227M4.17%+365,60213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,485,364$188M0.25%+80,62813F-HRTimelineGroup
FMR LLCin group FMR LLC1,150,158$146M0.01%-12,78113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC996,523$126M0.05%13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…972,902$123M0.1%+80,02413F-HRTimelineGroup
GLOBALT Investments LLC / GA830,783$105M4.03%-47,99513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA820,727$104M0.02%+146,50113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.778,500$100M0.18%+86,50113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO784,846$99.5M0.01%-7,95813F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.742,700$94.1M1.29%-3,85913F-HRTimelineGroup
Financial Advisory Corp735,876$93.3M16.28%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP709,330$89.9M0.14%-69713F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO687,453$87.1M0.59%+319,36813F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC632,300$80.1M3.86%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC569,205$72.1M0.12%+2,62113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.553,318$70.1M0.67%-56,71413F-HRTimelineGroup
American Family Investments, Inc.in group American Family Investments, …549,210$69.6M3.37%+8,11513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC547,830$69.4M0.01%+160,49113F-HRTimelineGroup
Zions Bancorporation, N.A.501,821$63.6M4.01%-7,98513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…491,504$62.3M0.87%-10,65613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding488,641$61.9M+420,354Timeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…444,870$56.4M4.7%-1,93213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.441,918$56M0.13%-34,81313F-HR/ATimelineGroup
JOHNSON INVESTMENT COUNSEL INC426,150$54M0.53%-1,05913F-HRTimeline
Rodgers & Associates, LTD418,369$53M6.32%-18,65813F-HRTimeline
Cetera Investment Advisers417,179$52.9M0.11%+18,54813F-HRTimeline
Creative Planningin group Creative Planning382,954$48.5M0.05%+20,97113F-HRTimelineGroup
One Capital Management, LLC348,231$44.1M1.46%-5,28913F-HRTimeline
Wescott Financial Advisory Group, LLC341,734$43.3M4.49%+283,06513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp335,736$42.6M0.14%-6,10313F-HRTimelineGroup
Integrated Investment Consultants, LLC335,642$42.5M8.8%-26,62713F-HR/ATimeline
Summit Rock Advisors, LP325,342$41.2M13.98%+32,41413F-HRTimeline
AMG National Trust Bank319,992$40.8M1.13%+89713F-HRTimeline
RTD Financial Advisors, Inc.314,191$39.8M5.11%-10,29113F-HRTimeline
COMERICA BANK285,771$36.2M0.15%+27,82313F-HR/ATimeline
Cedar Mountain Advisors, LLC284,013$36M7.91%+7,44713F-HRTimeline
Orion Porfolio Solutions, LLC281,200$35.6M0.36%+13,70213F-HRTimeline
Orion Portfolio Solutions, LLC281,200$35.6M0.36%+13,70213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC270,320$34.3M0.02%+269,40013F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding266,792$33.8M-3,426Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding255,792$32.4M+2,339Timeline
HighTower Advisors, LLC244,064$30.9M0.04%+6,84413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding235,229$29.8M+156,912Timeline
Truepoint, Inc.235,216$29.8M0.8%-6,89813F-HRTimeline
Krilogy Financial LLC231,284$29.3M1.96%-9,65813F-HRTimeline
Badgley Phelps Wealth Managers, LLC227,486$28.8M0.67%+1,52813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.225,483$28.6M0.05%+20,19613F-HRTimelineGroup
Accredited Investors Inc.223,403$28.3M1.66%-4,17313F-HRTimeline
AE Wealth Management LLC201,776$25.6M0.22%+1,09813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC199,645$25.3M0.35%+2,11613F-HRTimeline
SVB WEALTH LLC197,924$25.1M0.47%+165,73013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…186,197$23.6M0.09%-2,28413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp184,995$23.4M<0.01%-55,91813F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC181,711$23M0.01%-6,93313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…179,378$22.7M0.06%+4,73413F-HRTimelineGroup
Cambridge Investment Research Advisors,…178,113$22.6M0.08%+51,64113F-HRTimeline
Arax Advisory Partners176,945$22.4M1.41%+7,52013F-HRTimeline
Steward Partners Investment Advisory, L…173,060$21.9M0.19%-1,35213F-HRTimeline
MML INVESTORS SERVICES, LLC170,391$21.6M0.07%+15,95413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP170,092$21.5M0.04%-23,34513F-HRTimelineGroup
GenWealth Group, Inc.163,909$20.8M4.73%-33113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC162,860$20.6M0.13%+119,62413F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.161,860$20.5M0.36%-100,33613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NORTHERN TRUST CORPin group NORTHERN TRUST CORP160,055$20.3M<0.01%+7,80513F-HRTimelineGroup
Falcon Wealth Planning158,215$20.1M2.24%+1,37113F-HRTimeline
Bishop & Co Investment Management, LLC153,629$19.5M7.43%-59713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/153,464$19.5M0.01%+35113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS149,768$19M0.05%+30,43413F-HRTimeline
Waverly Advisors, LLC147,955$18.8M0.29%+67,89813F-HRTimeline
Legacy Edge Advisors, LLC146,171$18.6M2.96%-4,34413F-HRTimeline
SYNOVUS FINANCIAL CORP144,063$18.3M0.23%-4,35113F-HRTimeline
EP Wealth Advisors, LLC139,776$17.7M0.14%+1,22713F-HRTimeline
LBJ Family Wealth Advisors, Ltd.136,667$17.3M10.33%-1,29613F-HR/ATimeline
FSA Wealth Management LLC136,225$17.3M7.01%-3,31313F-HRTimeline
HWG Holdings LP134,007$17M5.56%+117,71213F-HRTimeline
BOKF, NAin group BOKF, NA133,676$17M0.29%+81413F-HRTimelineGroup
CW Advisors, LLC133,714$16.9M0.23%+119,98113F-HRTimeline
Private Advisor Group, LLC132,340$16.8M0.09%-4,06513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers131,997$16.7M0.03%-10,95013F-HRTimelineGroup
Mesirow Financial Investment Management…131,751$16.7M0.33%+43,18113F-HRTimeline
BANK OF HAWAII131,462$16.7M0.92%+93,21013F-HRTimeline
Heck Capital Advisors, LLC130,964$16.6M1.9%+54,70213F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP129,060$16.4M0.02%-14,25513F-HRTimelineGroup
Wealthspire Advisors, LLC126,697$16.1M0.16%+4,34913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC123,852$15.7M0.36%-16,82213F-HRTimeline
MAI Capital Management123,264$15.6M0.12%+9,28613F-HRTimeline
JMG Financial Group, Ltd.122,601$15.5M0.53%-89213F-HRTimeline
Curi Capital, LLC119,708$15.2M0.35%-13713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC116,973$14.8M0.22%-5,12613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…116,687$14.8M0.03%-54613F-HR/ATimeline
Mechanics Bank Trust Department114,495$14.5M1.93%-1,57513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.114,167$14.5M<0.01%+5,25113F-HRTimelineGroup
Pinnacle Financial Partners Inc113,872$14.4M0.29%+3,80513F-HRTimeline
HUB Investment Partners, LLC110,529$14M0.59%-10,37313F-HRTimeline
CHURCHILL MANAGEMENT Corp109,019$13.8M0.15%-6,00813F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.107,773$13.7M3.98%+8,65413F-HRTimeline
UMB Bank, n.a.106,108$13.4M0.21%-7,07313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sterling Manor Financial, LLC102,275$13M9.04%-4,37113F-HRTimeline
Connecticut Wealth Management, LLC102,238$13M0.64%-5013F-HRTimeline
LMG Wealth Partners, LLC101,232$12.8M2.8%-43013F-HRTimeline
Mill Creek Capital Advisors, LLC99,258$12.6M0.3%-38813F-HRTimeline
Sterling Capital Management LLC98,960$12.5M0.17%-13,12813F-HRTimeline
NorthRock Partners, LLC96,521$12.2M0.4%-2,08213F-HR/ATimeline
United Capital Management of KS, Inc.96,507$12.2M2.23%+93,61113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…93,720$11.9M0.37%-6013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.92,928$11.8M0.07%+15,80113F-HRTimeline
Occidental Asset Management, LLC92,438$11.7M1.83%-93713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC91,773$11.7M0.05%-9,03713F-HRTimelineGroup
Stonebridge Financial Group, LLC90,973$11.5M1.27%13F-HRTimeline
Sanctuary Advisors, LLC84,466$11.5M0.07%+5,99013F-HRTimeline
First Citizens Asset Management, Inc.89,863$11.4M4.17%+22,51513F-HR/ATimeline
SOUTHERN CAPITAL ADVISORS, LLC89,843$11.4M6.3%+1,13713F-HRTimeline
Argent Trust Co89,065$11.3M0.46%+77713F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…88,753$11.2M0.21%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC88,640$11.2M0.03%+87,07913F-HRTimelineGroup
NorthCoast Asset Management LLC86,228$10.9M0.05%-30013F-HR/ATimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.81,772$10.4M0.14%-36,79813F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding80,586$10.2M+55,874Timeline
WestHill Financial Advisors, Inc.79,774$10.1M2.27%+78613F-HRTimeline
XML Financial, LLC79,301$10.1M0.92%+50313F-HRTimeline
Whitegate Investment Counselors, Inc.79,100$10M3.44%-18,79313F-HRTimeline
CWM, LLCin group CWM, LLC78,948$10M0.04%+34,75413F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…77,564$9.83M0.02%+42,16613F-HR/ATimeline
Avantax Planning Partners, Inc.75,898$9.62M0.35%+72713F-HRTimeline
Janney Montgomery Scott LLC72,983$9.25M0.03%new13F-HRTimeline
CONNING INC.in group CONNING INC.70,615$8.95M0.31%013F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV67,930$8.61M0.51%13F-HR/ATimeline
Sequent Asset Management, LLC67,320$8.53M4.2%-15,53613F-HRTimeline
NewEdge Advisors, LLC66,660$8.45M0.05%+6,84213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS66,254$8.4M0.32%-53713F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…66,026$8.37M0.29%+1,00313F-HRTimelineGroup
IFP Advisors, Inc65,037$8.24M0.27%+32,43413F-HRTimeline
J.W. COLE ADVISORS, INC.64,351$8.16M0.33%-59213F-HRTimeline
B. Riley Wealth Advisors, Inc.62,892$7.97M0.26%-19,77913F-HRTimeline
FIRST MERCHANTS CORP62,647$7.94M0.31%-52213F-HRTimeline
Gladstone Institutional Advisory LLC61,813$7.83M0.36%+50,29313F-HRTimeline
Crescent Grove Advisors, LLC61,470$7.79M0.77%+113F-HRTimeline
STOCK YARDS BANK & TRUST CO60,736$7.7M0.26%-1,03613F-HRTimeline
GHP Investment Advisors, Inc.60,686$7.69M0.36%-72113F-HRTimeline
Piedmont Capital Management, LLC59,232$7.54M4.55%new13F-HRTimeline
CONDOR CAPITAL MANAGEMENT57,889$7.34M0.65%+1,29813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC57,623$7.3M0.6%+1,30913F-HRTimeline
PETRA FINANCIAL ADVISORS INC57,347$7.27M4.94%+1,25213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC55,777$7.07M0.02%+4,57713F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …55,323$7.01M0.11%-2,23513F-HRTimelineGroup
Corundum Group, Inc.55,242$7M2.61%-1,20213F-HRTimeline
Clearstead Advisors, LLC54,318$6.88M0.1%-15213F-HRTimeline
VANCE WEALTH, LLC53,806$6.82M2.63%-2,68413F-HRTimeline
Qube Research & Technologies Ltd52,996$6.72M0.01%new13F-HRTimeline
Modera Wealth Management, LLC52,975$6.71M0.08%013F-HRTimeline
McAdam, LLC52,194$6.62M0.36%-1,72813F-HRTimeline
First Horizon Advisors, Inc.51,983$6.59M0.18%+17613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…50,458$6.51M0.01%+25,29413F-HRTimelineGroup
Powell Investment Advisors, LLC49,719$6.3M2.92%+8113F-HRTimeline
Clear Harbor Asset Management, LLC49,475$6.27M0.51%+2,26313F-HRTimeline
BLAIR WILLIAM & CO/IL49,268$6.24M0.02%+1,84513F-HRTimeline
Prosperity Consulting Group, LLC49,230$6.24M0.47%+11313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC48,706$6.17M0.01%+15,74613F-HRTimelineGroup
Mainsail Financial Group, LLC48,374$6.13M3.55%+71413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV48,109$6.1M0.01%-3,69713F-HRTimeline
Kingsview Wealth Management, LLC45,937$5.82M0.11%+2,54413F-HRTimeline
FORTE CAPITAL LLC /ADV45,832$5.81M0.65%-2,87813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding45,605$5.78M+82Timeline
Mutual Advisors, LLC43,864$5.77M0.17%+2,83013F-HRTimeline
Lee Financial Co44,875$5.69M0.8%-58513F-HRTimeline
Black Swift Group, LLC44,645$5.66M1.2%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC44,500$5.64M0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC44,236$5.61M0.06%+15,84013F-HRTimelineGroup
Councilor Wealth, LLC44,212$5.6M2.67%-80913F-HRTimeline
Cresset Asset Management, LLC43,331$5.49M0.03%-1,49813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP43,066$5.46M0.08%-1,44213F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …42,618$5.4M0.82%+32913F-HRTimeline
TAGStone Capital, Inc.42,243$5.35M2.64%+52413F-HRTimeline
OLD NATIONAL BANCORP /IN/41,761$5.29M0.13%-3,11513F-HRTimeline
Brady Martz Wealth Solutions, LLC41,015$5.26M1.27%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.38,449$5.18M0.24%-21,72213F-HRTimelineGroup
bLong Financial, LLC39,935$5.06M4.17%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC39,689$5.03M0.14%-2,97513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC39,323$4.98M0.15%-1,75513F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.39,034$4.95M2.04%+96913F-HRTimeline
STEVENS CAPITAL PARTNERS39,026$4.95M2.24%+88813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC38,428$4.87M0.1%+2,52413F-HRTimeline
Beacon Bank & Trust37,834$4.8M1.12%-39813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.37,554$4.76M0.05%+36413F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…37,552$4.76M0.11%-10,75613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC37,173$4.71M<0.01%-77,69913F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC37,139$4.71M1.58%013F-HRTimeline