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Disclosery

IWP ISHARES TR

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ETF (fund)

1,076 managers (1,091 13F filers) reported a position in IWP shares at 2025-03-31, 105,835,470 shares in all. 55 filers opened a position and 87 filers sold out during the quarter.

Managers
1,076
13F filers
1,091
New
55
Added
337
Reduced
381
Sold out
87
Shares held by filers
105,835,470

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY18,305,885$2.15B0.15%+231,49213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,466,540$995M0.09%+1,184,54313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,091,554$598M0.14%-121,26413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,861,523$572M0.51%+323,88513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,763,591$442M+261,019Timeline
TIAAgroup of 2 filers holding2,980,126$350M-361,251Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,665,206$313M0.16%-22,33113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,497,849$293M0.42%+16,69413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,498,199$293M0.08%-73,63113F-HRTimelineGroup
LPL Financial LLC2,298,746$270M0.11%+144,33913F-HRTimeline
UBS Group AGin group UBS Group AG2,265,787$266M0.06%-40,67613F-HRTimelineGroup
Cassaday & Co Wealth Management LLC2,115,641$249M6.99%-24,04513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,773,862$208M1.33%-34,76313F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO1,718,557$202M5.13%-72,74513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,561,171$183M0.25%+75,80713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,260,419$148M0.24%+551,08913F-HRTimelineGroup
FMR LLCin group FMR LLC1,177,529$138M0.01%+27,37113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,112,493$131M0.11%+139,59113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.973,684$114M0.25%+531,76613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC948,800$111M0.04%-47,72313F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.825,357$97M1.36%+82,65713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO812,037$95.4M0.01%+27,19113F-HRTimelineGroup
Pacific Life Fund Advisors LLC760,451$89.3M10.02%new13F-HRTimeline
Financial Advisory Corp736,020$86.5M14.31%+14413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA666,801$78.3M0.02%-153,92613F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.702,977$73.3M0.15%-75,52313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC618,411$72.7M0.12%+49,20613F-HRTimelineGroup
American Family Investments, Inc.in group American Family Investments, …581,294$68.3M4.74%+32,08413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS554,411$65.1M0.05%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…531,836$62.5M0.92%+40,33213F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…509,081$59.8M4.82%+64,21113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.507,835$59.7M0.57%-45,48313F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…504,050$59.2M3.74%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding491,039$57.7M+2,398Timeline
CONGRESS ASSET MANAGEMENT CO479,570$56.3M0.42%-207,88313F-HRTimeline
GLOBALT Investments LLC / GA428,518$50.3M2.06%-402,26513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC421,168$49.5M0.01%-126,66213F-HR/ATimelineGroup
Rodgers & Associates, LTD420,417$49.4M6.02%+2,04813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC420,320$49.4M0.48%-5,83013F-HRTimeline
Cetera Investment Advisers419,840$49.3M0.1%+2,66113F-HRTimeline
Creative Planningin group Creative Planning382,708$45M0.04%-24613F-HRTimelineGroup
Wescott Financial Advisory Group, LLC361,063$42.4M4.4%+19,32913F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…343,920$40.4M0.01%new13F-HRTimelineGroup
Integrated Investment Consultants, LLC392,629$40.3M8.03%+56,98713F-HR/ATimeline
M&T Bank Corpin group M&T Bank Corp328,356$38.6M0.14%-7,38013F-HRTimelineGroup
AMG National Trust Bank326,156$38.3M1.07%+6,16413F-HRTimeline
One Capital Management, LLC324,457$38.1M1.29%-23,77413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP317,870$37.3M0.06%+147,77813F-HRTimelineGroup
EP Wealth Advisors, LLC316,353$37.2M0.3%+176,57713F-HRTimeline
Cedar Mountain Advisors, LLC283,228$33.3M7.45%-78513F-HRTimeline
COMERICA BANK282,590$33.2M0.14%-3,18113F-HRTimeline
Wealthspire Advisors, LLC279,270$32.8M0.2%+152,57313F-HRTimeline
Mesirow Financial Investment Management…275,786$32.4M0.63%+144,03513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding272,589$32M+5,797Timeline
RTD Financial Advisors, Inc.269,288$31.6M4.25%-44,90313F-HRTimeline
Orion Porfolio Solutions, LLC261,079$30.7M0.3%-20,12113F-HRTimeline
Orion Portfolio Solutions, LLC261,079$30.7M0.3%-20,12113F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 3 filers holding254,200$29.9M-1,592Timeline
Truepoint, Inc.249,881$29.4M0.8%+14,66513F-HRTimeline
Krilogy Financial LLC238,321$28M1.81%+7,03713F-HRTimeline
HighTower Advisors, LLC237,394$27.9M0.04%-6,67013F-HRTimeline
Badgley Phelps Wealth Managers, LLC232,384$27.3M0.66%+4,89813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers230,118$27M0.05%+98,12113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.224,174$26.3M0.05%-1,30913F-HRTimelineGroup
Accredited Investors Inc.217,406$25.5M1.59%-5,99713F-HRTimeline
Summit Rock Advisors, LP210,489$24.7M17.18%-114,85313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC205,915$24.2M0.33%+6,27013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding202,296$23.8M-32,933Timeline
BANK OF HAWAII199,447$23.4M1.35%+67,98513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…192,874$22.7M0.09%+6,67713F-HRTimelineGroup
Cambridge Investment Research Advisors,…190,060$22.3M0.08%+11,94713F-HRTimeline
Black Swift Group, LLC189,196$22.2M5.03%+144,55113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…189,057$22.2M0.05%+9,67913F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC180,136$21.2M0.01%-1,57513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC180,119$21.2M0.12%+17,25913F-HRTimelineGroup
AE Wealth Management LLC179,651$21.1M0.18%-22,12513F-HRTimeline
Arax Advisory Partners172,014$20.2M1.3%-4,93113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.170,496$20M0.35%+8,63613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MML INVESTORS SERVICES, LLC170,305$20M0.07%-8613F-HRTimeline
Systelligence, LLC167,725$19.7M4.73%new13F-HRTimeline
Steward Partners Investment Advisory, L…164,491$19.3M0.17%-8,56913F-HRTimeline
BOKF, NAin group BOKF, NA163,208$19.2M0.34%+29,53213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP154,549$18.2M<0.01%-5,50613F-HRTimelineGroup
Legacy Edge Advisors, LLC154,163$18.1M2.83%+7,99213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS150,603$17.7M0.04%+83513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/150,276$17.7M0.01%-3,18813F-HRTimelineGroup
Waverly Advisors, LLC146,038$17.2M0.21%-1,91713F-HRTimeline
Avantax Planning Partners, Inc.144,803$17M0.6%+68,90513F-HRTimeline
Bishop & Co Investment Management, LLC144,771$17M6.58%-8,85813F-HRTimeline
SYNOVUS FINANCIAL CORP136,427$16M0.21%-7,63613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP136,146$16M0.02%+7,08613F-HRTimelineGroup
LBJ Family Wealth Advisors, Ltd.135,835$16M10.19%-83213F-HRTimeline
Bellwether Advisors, LLC134,523$15.8M3.3%+133,97013F-HRTimeline
FSA Wealth Management LLC134,270$15.8M6.7%-1,95513F-HRTimeline
Private Advisor Group, LLC132,284$15.5M0.09%-5613F-HRTimeline
Heck Capital Advisors, LLC131,841$15.5M1.74%+87713F-HRTimeline
Falcon Wealth Planning130,449$15.3M1.7%-27,76613F-HRTimeline
Financial Partners Group, Inc127,612$15M2.31%+106,98513F-HRTimeline
MAI Capital Management123,079$14.5M0.11%-18513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC122,652$14.4M0.35%-1,20013F-HRTimeline
JMG Financial Group, Ltd.119,724$14.1M0.47%-2,87713F-HRTimeline
Pinnacle Financial Partners Inc118,407$13.9M0.28%+4,53513F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.116,775$13.7M3.85%+9,00213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…116,131$13.6M0.03%-55613F-HRTimeline
Curi Capital, LLC111,913$13.1M0.32%-7,79513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC111,405$13.1M0.19%-5,56813F-HRTimeline
HUB Investment Partners, LLC110,621$13M0.52%+9213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp110,357$13M<0.01%-74,63813F-HRTimelineGroup
CHURCHILL MANAGEMENT Corp107,077$12.6M0.16%-1,94213F-HRTimeline
Mechanics Bank Trust Department104,326$12.3M1.67%-10,16913F-HRTimeline
Connecticut Wealth Management, LLC102,242$12M0.63%+413F-HRTimeline
United Capital Management of KS, Inc.99,757$11.7M2.42%+3,25013F-HRTimeline
LMG Wealth Partners, LLC99,480$11.7M2.6%-1,75213F-HRTimeline
UMB Bank, n.a.98,372$11.6M0.19%-7,73613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Qube Research & Technologies Ltd94,685$11.1M0.02%+41,68913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC93,770$11M0.05%+1,99713F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…93,748$11M0.35%+2813F-HRTimelineGroup
Occidental Asset Management, LLC91,812$10.8M1.63%-62613F-HRTimeline
Stonebridge Financial Group, LLC91,270$10.7M1.14%+29713F-HRTimeline
Mill Creek Capital Advisors, LLC90,082$10.6M0.26%-9,17613F-HRTimeline
CWM, LLCin group CWM, LLC90,067$10.6M0.04%+11,11913F-HRTimelineGroup
NorthRock Partners, LLC89,940$10.6M0.36%-6,58113F-HRTimeline
Sterling Capital Management LLC89,689$10.5M0.16%-9,27113F-HRTimeline
First Citizens Asset Management, Inc.89,168$10.5M4.07%-69513F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.87,248$10.3M0.06%-5,68013F-HRTimeline
NorthCoast Asset Management LLC86,288$10.1M0.05%+6013F-HR/ATimeline
VestGen Advisors, LLC85,732$10.1M0.46%13F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC84,407$9.92M5.5%-5,43613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC80,576$9.47M0.01%+80,56413F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…80,377$9.44M0.94%+69,74813F-HRTimelineGroup
XML Financial, LLC79,741$9.37M0.88%+44013F-HRTimeline
Sanctuary Advisors, LLC79,491$9.34M0.07%-4,97513F-HRTimeline
Argent Trust Co79,015$9.28M0.38%-10,05013F-HRTimeline
Whitegate Investment Counselors, Inc.78,613$9.24M3.28%-48713F-HRTimeline
WestHill Financial Advisors, Inc.74,236$8.72M2%-5,53813F-HRTimeline
Sterling Manor Financial, LLC70,745$8.31M5.94%-31,53013F-HRTimeline
Janney Montgomery Scott LLC70,520$8.29M0.02%-2,46313F-HRTimeline
IFP Advisors, Inc69,194$8.13M0.25%+4,15713F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC68,843$8.09M0.01%+58,13613F-HR/ATimelineGroup
FIRST MERCHANTS CORP68,528$8.05M0.32%+5,88113F-HRTimeline
Sowell Financial Services LLC67,499$7.93M0.36%new13F-HRTimeline
Sequent Asset Management, LLC67,320$7.91M4.41%013F-HRTimeline
J.W. COLE ADVISORS, INC.65,756$7.73M0.24%+1,40513F-HRTimeline
Private Wealth Asset Management, LLC64,837$7.62M1.1%13F-HRTimeline
CONNING INC.in group CONNING INC.63,734$7.49M0.26%-6,88113F-HRTimelineGroup
NewEdge Advisors, LLC63,441$7.45M0.04%-3,21913F-HRTimeline
Gladstone Institutional Advisory LLC63,006$7.4M0.35%+1,19313F-HRTimeline
STOCK YARDS BANK & TRUST CO61,653$7.24M0.26%+91713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS61,418$7.22M0.29%-4,83613F-HRTimelineGroup
Crescent Grove Advisors, LLC61,378$7.21M0.75%-9213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC61,337$7.21M0.6%+3,71413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV61,303$7.2M0.02%+13,19413F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding60,496$7.11M+14,891Timeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.60,371$7.09M0.11%-21,40113F-HRTimelineGroup
GHP Investment Advisors, Inc.59,815$7.03M0.34%-87113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC59,292$6.97M0.02%-29,34813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC59,266$6.96M0.01%+3,48913F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT59,083$6.94M0.65%+1,19413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd58,494$6.87M0.15%+25,18213F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC56,524$6.64M5.44%-82313F-HRTimeline
CW Advisors, LLC55,777$6.58M0.08%-77,93713F-HRTimeline
VANCE WEALTH, LLC55,940$6.57M2.47%+2,13413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…55,691$6.54M0.25%-10,33513F-HRTimelineGroup
Clear Harbor Asset Management, LLC55,476$6.52M0.52%+6,00113F-HRTimeline
Piedmont Capital Management, LLC62,074$6.48M4.65%+2,84213F-HRTimeline
Clearstead Advisors, LLC54,087$6.35M0.1%-23113F-HRTimeline
Corundum Group, Inc.54,033$6.35M3.04%-1,20913F-HRTimeline
Franklin Resourcesgroup of 2 filers holding52,957$6.22M-27,629Timeline
Modera Wealth Management, LLC52,950$6.22M0.08%-2513F-HRTimeline
Powell Investment Advisors, LLC52,218$6.14M3.01%+2,49913F-HRTimeline
Prosperity Consulting Group, LLC52,206$6.13M0.47%+2,97613F-HRTimeline
First Horizon Advisors, Inc.52,119$6.12M0.17%+13613F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …52,015$6.11M0.1%-3,30813F-HRTimelineGroup
Monument Capital Management51,661$6.07M1.87%new13F-HRTimeline
Mainsail Financial Group, LLC50,378$5.92M3.35%+2,00413F-HRTimeline
BLAIR WILLIAM & CO/IL50,007$5.88M0.02%+73913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…49,982$5.87M0.01%-27,58213F-HRTimeline
STEVENS CAPITAL PARTNERS49,354$5.8M2.72%+10,32813F-HRTimeline
B. Riley Wealth Advisors, Inc.48,902$5.75M0.17%-13,99013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC47,322$5.56M0.01%-1,38413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…44,495$5.54M0.01%-5,96313F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC45,305$5.32M0.07%+1,06913F-HRTimelineGroup
FORTE CAPITAL LLC /ADV44,799$5.26M0.62%-1,03313F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …44,644$5.25M0.8%+2,02613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,183$5.19M0.01%+30,76913F-HRTimelineGroup
Lee Financial Co44,155$5.19M0.79%-72013F-HRTimeline
McAdam, LLC44,116$5.18M0.32%-8,07813F-HRTimeline
Cresset Asset Management, LLC43,728$5.14M0.03%+39713F-HRTimeline
Burns Matteson Capital Management, LLC43,648$5.13M2.76%+7,94713F-HRTimeline
OLD NATIONAL BANCORP /IN/43,502$5.11M0.13%+1,74113F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…43,017$5.05M0.05%+35,55913F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP42,810$5.03M0.07%-25613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC42,413$4.98M0.15%+3,09013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC42,317$4.97M0.14%+2,62813F-HRTimeline
TAGStone Capital, Inc.42,218$4.96M2.44%-2513F-HRTimeline
&PARTNERS41,231$4.85M0.05%+6,83213F-HRTimeline
Councilor Wealth, LLC41,257$4.85M2.42%-2,95513F-HRTimeline
FineMark National Bank & Trust40,449$4.75M0.17%+9,33013F-HRTimeline
Brady Martz Wealth Solutions, LLC40,266$4.73M1.07%-74913F-HRTimeline
HMS Capital Management, LLC42,460$4.51M2.5%+22,61013F-HRTimeline