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Disclosery

IWP ISHARES TR

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ETF (fund)

1,154 managers (1,169 13F filers) reported a position in IWP shares at 2025-06-30, 102,862,628 shares in all. 123 filers opened a position and 47 filers sold out during the quarter.

Managers
1,154
13F filers
1,169
New
123
Added
334
Reduced
375
Sold out
47
Shares held by filers
102,862,628

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY19,367,119$2.69B0.17%+1,061,23413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,625,157$919M0.07%-1,841,38313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,231,840$719M0.55%+370,31713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,168,799$717M0.16%+77,24513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,595,233$499M-168,358Timeline
TIAAgroup of 2 filers holding2,594,045$360M-386,081Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,524,819$350M0.09%+26,62013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,498,366$346M0.46%+51713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,464,458$342M0.22%-200,74813F-HRTimelineGroup
LPL Financial LLC2,368,998$329M0.11%+70,25213F-HRTimeline
UBS Group AGin group UBS Group AG2,283,766$317M0.07%+17,97913F-HRTimelineGroup
Cassaday & Co Wealth Management LLC2,110,082$293M7.32%-5,55913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,722,755$239M1.41%-51,10713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,572,826$218M0.27%+11,65513F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO1,486,571$206M3.73%-231,98613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,348,494$187M0.14%+236,00113F-HRTimelineGroup
FMR LLCin group FMR LLC1,168,105$162M0.01%-9,42413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,059,513$147M0.26%+85,82913F-HR/ATimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.956,036$133M1.66%+130,67913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC801,901$111M0.04%-146,89913F-HRTimelineGroup
Pacific Life Fund Advisors LLC763,166$106M11.34%+2,71513F-HRTimeline
Financial Advisory Corp757,092$105M16.11%+21,07213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP679,533$94.2M0.14%-580,88613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO669,575$92.9M0.01%-142,46213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.651,452$90.3M0.16%-51,52513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA633,203$87.8M0.02%-33,59813F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC632,430$87.7M0.13%+14,01913F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…542,492$75.2M1.03%+10,65613F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…528,903$73.3M5.28%+19,82213F-HRTimelineGroup
American Family Investments, Inc.in group American Family Investments, …523,294$72.6M3.96%-58,00013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.509,448$70.7M0.58%+1,61313F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…496,003$68.8M3.69%-8,04713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding481,294$66.7M-9,745Timeline
Rodgers & Associates, LTD421,189$58.4M6.42%+77213F-HRTimeline
Cetera Investment Advisers419,450$58.2M0.1%-39013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC407,911$56.6M0.01%-13,25713F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC404,889$56.1M0.5%-15,43113F-HRTimeline
GLOBALT Investments LLC / GA392,268$54.4M2.08%-36,25013F-HRTimeline
Creative Planningin group Creative Planning389,945$54.1M0.05%+7,23713F-HRTimelineGroup
Wescott Financial Advisory Group, LLC348,373$48.3M4.62%-12,69013F-HRTimeline
Integrated Investment Consultants, LLC334,003$46.3M9.1%-58,62613F-HRTimeline
AMG National Trust Bank329,913$45.8M1.2%+3,75713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp318,390$44.2M0.15%-9,96613F-HRTimelineGroup
Truepoint, Inc.288,646$40M1%+38,76513F-HRTimeline
Cedar Mountain Advisors, LLC282,810$39.2M8.15%-41813F-HRTimeline
COMERICA BANK274,988$38.1M0.15%-7,60213F-HRTimeline
Wealthspire Advisors, LLC272,482$37.8M0.21%-6,78813F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC271,820$37.7M0.01%+255,64013F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding268,162$37.2M-4,427Timeline
Cambridge Investment Research Advisors,…267,134$37M0.11%+77,07413F-HRTimeline
Orion Porfolio Solutions, LLC262,309$36.4M0.31%+1,23013F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 3 filers holding260,627$36.1M+6,427Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS247,849$34.4M0.03%-306,56213F-HRTimelineGroup
HighTower Advisors, LLC240,515$33.4M0.04%+3,12113F-HRTimeline
Krilogy Financial LLC239,811$33.3M1.91%+1,49013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC236,698$32.8M0.39%+30,78313F-HRTimeline
Badgley Phelps Wealth Managers, LLC235,058$32.6M0.72%+2,67413F-HRTimeline
BANK OF HAWAII234,607$32.5M1.72%+35,16013F-HRTimeline
RTD Financial Advisors, Inc.215,586$29.9M3.83%-53,70213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.213,419$29.6M0.05%-10,75513F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding209,837$29.1M+7,541Timeline
Lido Advisors, LLCin group Lido Advisors, LLC209,468$29M0.15%+29,34913F-HRTimelineGroup
Accredited Investors Inc.206,230$28.6M1.69%-11,17613F-HRTimeline
Jacobi Capital Management LLC206,202$28.6M1.9%new13F-HRTimeline
EP Wealth Advisors, LLC198,690$27.6M0.18%-117,66313F-HRTimeline
GenWealth Group, Inc.192,302$26.7M5.38%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…191,467$26.6M0.06%+2,41013F-HR/ATimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…190,308$26.4M0.1%-2,56613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC183,153$25.4M0.07%+12,84813F-HRTimeline
SVB WEALTH LLC179,397$24.9M1.33%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC176,897$24.5M0.02%-3,23913F-HRTimelineGroup
BOKF, NAin group BOKF, NA173,998$24.1M0.39%+10,79013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.168,860$23.4M0.38%-1,63613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AE Wealth Management LLC165,701$23M0.17%-13,95013F-HRTimeline
Steward Partners Investment Advisory, L…160,241$22.2M0.17%-4,25013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP157,571$21.9M<0.01%+3,02213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP157,374$21.8M0.03%-160,49613F-HR/ATimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers156,999$21.8M0.03%-73,11913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/156,769$21.7M0.01%+6,49313F-HRTimelineGroup
Waverly Advisors, LLC155,749$21.6M0.24%+9,71113F-HRTimeline
One Capital Management, LLC155,540$21.6M0.75%-168,91713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS153,410$21.3M0.05%+2,80713F-HRTimeline
CONGRESS ASSET MANAGEMENT CO151,473$21M0.14%-328,09713F-HRTimeline
Bishop & Co Investment Management, LLC143,605$19.9M7.16%-1,16613F-HRTimeline
Mesirow Financial Investment Management…141,784$19.7M0.38%-134,00213F-HRTimeline
Systelligence, LLC140,062$19.4M3.59%-27,66313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP138,339$19.2M0.02%+2,19313F-HRTimelineGroup
LBJ Family Wealth Advisors, Ltd.136,164$18.9M10.98%+32913F-HRTimeline
Financial Partners Group, Inc135,414$18.8M2.6%+7,80213F-HRTimeline
SYNOVUS FINANCIAL CORP134,293$18.6M0.23%-2,13413F-HRTimeline
Private Advisor Group, LLC133,980$18.6M0.1%+1,69613F-HRTimeline
MAI Capital Management133,791$18.6M0.13%+10,71213F-HRTimeline
FSA Wealth Management LLC131,203$18.2M7.1%-3,06713F-HRTimeline
Midwest Trust Co129,155$17.9M0.25%13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.128,703$17.8M4.5%+11,92813F-HRTimeline
Avantax Planning Partners, Inc.123,567$17.1M0.54%-21,23613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp123,348$17.1M<0.01%+12,99113F-HRTimelineGroup
Mechanics Bank Trust Department121,667$16.9M2.42%+17,34113F-HRTimeline
Pinnacle Financial Partners Inc121,481$16.8M0.35%+3,07413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC121,192$16.8M0.36%-1,46013F-HRTimeline
Falcon Wealth Planning119,818$16.6M1.68%-10,63113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…118,392$16.6M0.03%+2,26113F-HRTimeline
JMG Financial Group, Ltd.119,265$16.5M0.5%-45913F-HRTimeline
Qube Research & Technologies Ltd116,038$16.1M0.02%+21,35313F-HRTimeline
Stonebridge Financial Group, LLC112,780$15.6M1.52%+21,51013F-HRTimeline
HUB Investment Partners, LLC110,630$15.3M0.54%+913F-HRTimeline
Curi Capital, LLC110,183$15.3M0.29%-1,73013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC110,121$15.3M0.21%-1,28413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC154,690$14.8M0.06%+60,92013F-HRTimelineGroup
CHURCHILL MANAGEMENT Corp105,151$14.6M0.16%-1,92613F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…103,956$14.4M<0.01%-239,96413F-HRTimelineGroup
Connecticut Wealth Management, LLC100,797$14M0.67%-1,44513F-HRTimeline
United Capital Management of KS, Inc.100,637$14M2.19%+88013F-HRTimeline
CW Advisors, LLC100,550$13.9M0.14%+44,77313F-HRTimeline
Strategic Equity Management99,982$13.9M5.1%new13F-HRTimeline
Future Fund LLC99,049$13.7M6.13%new13F-HRTimeline
LMG Wealth Partners, LLC98,403$13.6M2.8%-1,07713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…93,028$12.9M0.38%-72013F-HRTimelineGroup
NorthRock Partners, LLC92,991$12.9M0.34%+3,05113F-HR/ATimeline
Sanctuary Advisors, LLC92,530$12.8M0.08%+13,03913F-HRTimeline
Sterling Capital Management LLC91,440$12.7M0.18%+1,75113F-HR/ATimeline
NewEdge Advisors, LLC90,850$12.6M0.06%+27,40913F-HRTimeline
Occidental Asset Management, LLC90,526$12.6M1.73%-1,28613F-HRTimeline
Mill Creek Capital Advisors, LLC90,083$12.5M0.28%+113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.89,685$12.4M0.07%+2,43713F-HRTimeline
UMB Bank, n.a.89,683$12.4M0.19%-8,68913F-HR/ATimeline
NorthCoast Asset Management LLC86,439$12M0.05%+15113F-HRTimeline
First Citizens Asset Management, Inc.86,085$11.9M4.23%-3,08313F-HR/ATimeline
CWM, LLCin group CWM, LLC85,930$11.9M0.04%-4,13713F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC85,832$11.9M6.09%+1,42513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…83,895$11.6M1.08%+3,51813F-HRTimelineGroup
VestGen Advisors, LLC83,356$11.6M0.46%-2,37613F-HRTimeline
Heck Capital Advisors, LLC82,599$11.5M0.99%-49,24213F-HRTimeline
XML Financial, LLC81,757$11.3M0.98%+2,01613F-HRTimeline
Argent Trust Co79,214$11M0.41%+19913F-HRTimeline
Whitegate Investment Counselors, Inc.78,539$10.9M3.7%-7413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…77,056$10.7M0.02%+32,87313F-HRTimelineGroup
Legacy Edge Advisors, LLC76,497$10.6M1.42%-77,66613F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC76,267$10.6M0.01%+7,42413F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS75,063$10.4M0.39%+13,64513F-HRTimelineGroup
WestHill Financial Advisors, Inc.74,334$10.3M2.19%+9813F-HRTimeline
IFP Advisors, Inc71,252$9.88M0.28%+2,05813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC70,829$9.82M0.02%+11,53713F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC70,570$9.79M6.21%+14,04613F-HRTimeline
J.W. COLE ADVISORS, INC.68,799$9.54M0.2%+3,04313F-HRTimeline
Janney Montgomery Scott LLC68,583$9.51M0.02%-1,93713F-HRTimeline
FIRST MERCHANTS CORP67,553$9.37M0.36%-97513F-HRTimeline
Sequent Asset Management, LLC67,200$9.32M7.44%-12013F-HRTimeline
Sterling Manor Financial, LLC65,754$9.12M6.08%-4,99113F-HRTimeline
Private Wealth Asset Management, LLC64,193$8.9M1.18%-64413F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.64,128$8.89M0.12%+3,75713F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC63,600$8.82M0.65%+2,26313F-HRTimeline
&PARTNERS63,211$8.77M0.07%+21,98013F-HRTimeline
STOCK YARDS BANK & TRUST CO61,653$8.55M0.29%013F-HRTimeline
Crescent Grove Advisors, LLC61,386$8.51M0.82%+813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding61,195$8.49M+699Timeline
Piedmont Capital Management, LLC61,082$8.47M4.9%-99213F-HRTimeline
Gladstone Institutional Advisory LLC59,712$8.28M0.34%-3,29413F-HRTimeline
GHP Investment Advisors, Inc.59,369$8.23M0.36%-44613F-HRTimeline
CONDOR CAPITAL MANAGEMENT59,215$8.21M0.71%+13213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC58,775$8.15M0.01%-49113F-HRTimelineGroup
Sowell Financial Services LLC58,663$8.14M0.33%-8,83613F-HRTimeline
STEVENS CAPITAL PARTNERS56,651$7.99M2.87%+7,29713F-HRTimeline
Clear Harbor Asset Management, LLC56,872$7.89M0.59%+1,39613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…55,091$7.64M0.26%-60013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV54,993$7.63M0.02%-6,31013F-HRTimeline
Powell Investment Advisors, LLC54,074$7.5M2.81%+1,85613F-HRTimeline
Corundum Group, Inc.54,033$7.49M3.31%013F-HRTimeline
Prosperity Consulting Group, LLC53,884$7.47M0.55%+1,67813F-HRTimeline
Clearstead Advisors, LLC53,256$7.39M0.1%-83113F-HRTimeline
Modera Wealth Management, LLC52,880$7.33M0.09%-7013F-HRTimeline
Monument Capital Management51,991$7.21M1.88%+33013F-HRTimeline
MONEYWISE, INC.51,908$7.2M3.38%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …51,360$7.12M0.11%-65513F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP50,186$6.96M0.1%+7,37613F-HRTimeline
First Horizon Advisors, Inc.48,721$6.76M0.18%-3,39813F-HRTimeline
CONNING INC.in group CONNING INC.48,426$6.72M0.23%-15,30813F-HRTimelineGroup
VANCE WEALTH, LLC47,881$6.64M2.24%-8,05913F-HRTimeline
Mainsail Financial Group, LLC48,175$6.63M3.09%-2,20313F-HRTimeline
BLAIR WILLIAM & CO/IL47,784$6.63M0.02%-2,22313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC47,723$6.62M0.01%+40113F-HRTimelineGroup
FORTE CAPITAL LLC /ADV47,265$6.55M0.7%+2,46613F-HRTimeline
McAdam, LLC46,401$6.43M0.35%+2,28513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…43,491$6.03M0.05%+47413F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/43,056$5.97M0.11%-44613F-HRTimeline
TAGStone Capital, Inc.43,070$5.97M2.46%+85213F-HRTimeline
Lee Financial Co43,037$5.97M0.86%-1,11813F-HRTimeline
Hilltop National Bank42,896$5.95M1.55%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC42,069$5.83M<0.01%+5,10113F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …41,319$5.73M0.99%-3,32513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC40,538$5.62M0.15%-1,87513F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.40,415$5.6M2.12%+2,37113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC40,291$5.59M0.05%-5,01413F-HRTimelineGroup
rebel Financial LLC39,940$5.54M2.53%13F-HRTimeline
Simplicity Wealth,LLC39,718$5.51M0.23%+18,95513F-HRTimeline
Councilor Wealth, LLC39,635$5.5M2.57%-1,62213F-HRTimeline
FineMark National Bank & Trust38,709$5.37M0.18%-1,74013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP38,137$5.29M0.04%+9,62313F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC38,125$5.29M1.02%-2,14113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC38,123$5.29M0.01%+4,07413F-HRTimelineGroup