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Disclosery

IWP ISHARES TR

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ETF (fund)

1,153 managers (1,166 13F filers) reported a position in IWP shares at 2025-09-30, 112,337,872 shares in all. 61 filers opened a position and 58 filers sold out during the quarter.

Managers
1,153
13F filers
1,166
New
61
Added
358
Reduced
370
Sold out
58
Shares held by filers
112,337,872

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY19,819,977$2.82B0.17%+452,85813F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,218,882$1.03B+3,623,649Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,170,360$879M0.07%-454,79713F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,577,746$795M0.54%+345,90613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,229,200$745M0.15%+60,40113F-HRTimelineGroup
First Command Advisory Services, Inc.3,554,538$506M3.67%+3,550,12213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,551,080$363M0.08%+26,26113F-HRTimelineGroup
TIAAgroup of 2 filers holding2,538,394$362M-55,651Timeline
LPL Financial LLC2,455,158$350M0.1%+86,16013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,445,568$348M0.21%-18,89013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,392,379$341M0.44%-105,98713F-HRTimeline
UBS Group AGin group UBS Group AG2,315,376$330M0.06%+31,61013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC2,118,203$302M6.95%+8,12113F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC1,895,296$270M2.2%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO1,697,745$242M5.21%+211,17413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,662,368$237M1.32%-60,38713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,567,496$223M0.26%-5,33013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,328,199$189M0.13%-20,29513F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,194,862$170M1.98%+238,82613F-HRTimelineGroup
FMR LLCin group FMR LLC1,174,648$167M0.01%+6,54313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,118,642$160M0.22%+59,12913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC901,525$128M0.04%+99,62413F-HRTimelineGroup
Financial Advisory Corp741,438$106M15.55%-15,65413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO731,419$104M0.01%+61,84413F-HR/ATimelineGroup
Pacific Life Fund Advisors LLC701,989$100M10.26%-61,17713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP676,290$96.3M0.13%-3,24313F-HRTimelineGroup
Cetera Investment Advisers667,880$95.1M0.11%+248,43013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA651,550$92.8M0.02%+18,34713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.642,422$91.5M0.16%-9,03013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding625,645$89.1M+144,351Timeline
Mariner, LLCin group Mariner, LLC618,245$88M0.11%-14,18513F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…544,940$77.6M0.99%+2,44813F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…536,543$76.4M5.15%+7,64013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.515,677$73.4M0.54%+6,22913F-HRTimelineGroup
American Family Investments, Inc.in group American Family Investments, …502,798$71.6M3.75%-20,49613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS501,000$71.3M0.06%+253,15113F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…475,310$67.7M3.35%-20,69313F-HRTimeline
Rodgers & Associates, LTD410,026$58.4M6.02%-11,16313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC402,757$57.4M0.48%-2,13213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC400,641$57.1M0.01%-7,27013F-HRTimelineGroup
Creative Planningin group Creative Planning384,009$54.7M0.04%-5,93613F-HRTimelineGroup
GLOBALT Investments LLC / GA383,970$54.7M2%-8,29813F-HRTimeline
Wescott Financial Advisory Group, LLC338,238$48.2M4.32%-10,13513F-HRTimeline
AMG National Trust Bank334,634$47.7M1.16%+4,72113F-HRTimeline
HighTower Advisors, LLC332,205$47.3M0.05%+91,69013F-HRTimeline
Integrated Investment Consultants, LLC331,728$47.2M8.02%-2,27513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp314,036$44.7M0.15%-4,35413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding301,017$42.9M+40,390Timeline
Truepoint, Inc.286,402$40.8M0.95%-2,24413F-HRTimeline
COMERICA BANK285,797$40.7M0.15%+10,80913F-HRTimeline
Cambridge Investment Research Advisors,…279,512$39.8M0.11%+12,37813F-HRTimeline
Wealthspire Advisors, LLC273,026$38.9M0.2%+54413F-HRTimeline
Cedar Mountain Advisors, LLC272,064$38.7M7.54%-10,74613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding262,916$37.4M-5,246Timeline
Krilogy Financial LLC266,847$37.2M1.4%+27,03613F-HRTimeline
BANK OF HAWAII240,446$34.2M1.71%+5,83913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC237,990$33.9M0.27%+1,29213F-HRTimeline
Badgley Phelps Wealth Managers, LLC236,619$33.7M0.71%+1,56113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.232,952$33.2M0.05%+19,53313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC214,572$30.6M0.13%+5,10413F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO210,106$29.9M0.2%+58,63313F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding209,737$29.9M-100Timeline
RTD Financial Advisors, Inc.208,332$29.7M3.57%-7,25413F-HRTimeline
Jacobi Capital Management LLC207,892$29.6M1.8%+1,69013F-HRTimeline
Accredited Investors Inc.200,795$28.6M1.59%-5,43513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…196,092$27.9M0.05%+4,62513F-HRTimelineGroup
Orion Porfolio Solutions, LLC195,024$27.8M0.22%-67,28513F-HRTimeline
SVB WEALTH LLC190,430$27.1M1.46%+11,03313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers185,143$26.4M0.04%+28,14413F-HRTimelineGroup
GenWealth Group, Inc.184,910$26.3M4.9%-7,39213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.181,459$25.8M0.39%+12,59913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BOKF, NAin group BOKF, NA176,804$25.2M0.38%+2,80613F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…175,839$25M0.09%-14,46913F-HRTimelineGroup
Steward Partners Investment Advisory, L…173,791$24.7M0.14%+13,55013F-HRTimeline
MML INVESTORS SERVICES, LLC170,532$24.3M0.06%-12,62113F-HRTimeline
Waverly Advisors, LLC165,109$23.5M0.23%+9,36013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP162,590$23.2M0.04%+5,21613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/154,812$22M0.01%-1,95713F-HRTimelineGroup
Midwest Trust Co153,503$21.9M0.28%+24,34813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS150,315$21.4M0.04%-3,09513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP149,742$21.3M0.02%+11,40313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP147,253$21M<0.01%-10,31813F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC144,660$20.6M0.03%+106,53713F-HRTimelineGroup
Bishop & Co Investment Management, LLC143,469$20.4M6.83%-13613F-HRTimeline
Mesirow Financial Investment Management…142,861$20.3M0.36%+1,07713F-HRTimeline
SYNOVUS FINANCIAL CORP136,009$19.4M0.22%+1,71613F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.135,831$19.3M4.22%+7,12813F-HRTimeline
Financial Partners Group, Inc135,561$19.3M2.4%+14713F-HRTimeline
Mechanics Bank Trust Department135,359$19.3M2.71%+13,69213F-HRTimeline
One Capital Management, LLC133,471$19M0.61%-22,06913F-HRTimeline
MAI Capital Management133,346$19M0.12%-44513F-HRTimeline
Private Advisor Group, LLC133,334$19M0.09%-64613F-HRTimeline
LBJ Family Wealth Advisors, Ltd.133,197$19M10.34%-2,96713F-HRTimeline
Qube Research & Technologies Ltd130,099$18.5M0.03%+14,06113F-HRTimeline
FSA Wealth Management LLC129,327$18.4M6.74%-1,87613F-HRTimeline
Pinnacle Financial Partners Inc125,430$17.9M0.43%+3,94913F-HRTimeline
Falcon Wealth Planning123,899$17.6M1.59%+4,08113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…119,635$17.1M0.03%+1,24313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC117,373$16.7M0.33%-3,81913F-HRTimeline
Avantax Planning Partners, Inc.116,981$16.7M0.48%-6,58613F-HRTimeline
JMG Financial Group, Ltd.116,185$16.5M0.47%-3,08013F-HRTimeline
Curi Capital, LLC113,056$16.1M0.3%+2,87313F-HRTimeline
HUB Investment Partners, LLC110,399$15.7M0.58%-23113F-HRTimeline
Stonebridge Financial Group, LLC110,064$15.7M1.38%-2,71613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC108,366$15.4M0.2%-1,75513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp107,228$15.3M<0.01%-16,12013F-HRTimelineGroup
United Capital Management of KS, Inc.101,799$14.5M1.97%+1,16213F-HRTimeline
Connecticut Wealth Management, LLC100,791$14.4M0.64%-613F-HRTimeline
Future Fund LLC99,049$14.1M4.98%013F-HRTimeline
LMG Wealth Partners, LLC98,695$14.1M2.61%+29213F-HRTimeline
Strategic Equity Management98,034$14M5.17%-1,94813F-HRTimeline
First Citizens Asset Management, Inc.97,372$13.9M4.92%+11,28713F-HR/ATimeline
Sanctuary Advisors, LLC96,304$13.7M0.08%+3,77413F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC95,140$13.5M0.05%-59,55013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…93,629$13.3M0.38%+60113F-HRTimelineGroup
NewEdge Advisors, LLC92,782$13.2M0.06%+1,93213F-HRTimeline
NorthRock Partners, LLC92,507$13.2M0.24%-48413F-HRTimeline
Mill Creek Capital Advisors, LLC90,083$12.8M0.26%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…89,663$12.8M1.12%+5,76813F-HRTimelineGroup
AE Wealth Management LLC89,243$12.7M0.08%-76,45813F-HRTimeline
Occidental Asset Management, LLC89,016$12.7M1.59%-1,51013F-HRTimeline
FIRST CITIZENS INVESTOR SERVICES, INC.88,640$12.6M4.88%13F-HRTimeline
CWM, LLCin group CWM, LLC88,206$12.6M0.04%+2,27613F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC87,283$12.4M5.83%+1,45113F-HRTimeline
NorthCoast Asset Management LLC86,808$12.4M0.05%+36913F-HRTimeline
VestGen Advisors, LLC85,745$12.2M0.41%+2,38913F-HRTimeline
XML Financial, LLC81,435$11.6M0.94%-32213F-HRTimeline
Heck Capital Advisors, LLC80,283$11.4M0.88%-2,31613F-HRTimeline
Systelligence, LLC79,803$11.4M2.16%-60,25913F-HRTimeline
Argent Trust Co79,226$11.3M0.4%+1213F-HRTimeline
Whitegate Investment Counselors, Inc.78,676$11.2M3.69%+13713F-HRTimeline
Legacy Edge Advisors, LLC76,874$10.9M1.29%+37713F-HRTimeline
WestHill Financial Advisors, Inc.75,771$10.8M2.11%+1,43713F-HRTimeline
UMB Bank, n.a.72,955$10.4M0.15%-16,72813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PETRA FINANCIAL ADVISORS INC72,659$10.3M6.03%+2,08913F-HRTimeline
IFP Advisors, Inc70,653$10.1M0.26%-59913F-HR/ATimeline
Sterling Capital Management LLC70,438$10M0.15%-21,00213F-HRTimeline
FIRST MERCHANTS CORP69,012$9.83M0.37%+1,45913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding68,118$9.7M+6,923Timeline
Sowell Financial Services LLC68,118$9.7M0.37%+9,45513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS67,305$9.58M0.35%-7,75813F-HRTimelineGroup
Sequent Asset Management, LLC67,200$9.57M4.55%013F-HRTimeline
Janney Montgomery Scott LLC67,073$9.55M0.02%-1,51013F-HRTimeline
STOCK YARDS BANK & TRUST CO65,688$9.35M0.29%+4,03513F-HRTimeline
&PARTNERS65,097$9.26M0.06%+1,88613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC63,631$9.06M0.61%+3113F-HRTimeline
Private Wealth Asset Management, LLC62,609$8.92M1.05%-1,58413F-HRTimeline
J.W. COLE ADVISORS, INC.62,312$8.87M0.17%-6,48713F-HRTimeline
Crescent Grove Advisors, LLC61,323$8.73M0.84%-6313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC60,845$8.66M0.02%-9,98413F-HRTimelineGroup
STEVENS CAPITAL PARTNERS58,856$8.38M2.5%+2,20513F-HRTimeline
Clear Harbor Asset Management, LLC58,515$8.33M0.59%+1,64313F-HR/ATimeline
GHP Investment Advisors, Inc.58,422$8.32M0.35%-94713F-HRTimeline
Sterling Manor Financial, LLC57,820$8.23M5.19%-7,93413F-HRTimeline
Piedmont Capital Management, LLC57,797$8.2M4.32%-3,28513F-HRTimeline
Prosperity Consulting Group, LLC55,640$7.92M0.39%+1,75613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC55,352$7.88M0.01%-3,42313F-HRTimelineGroup
Corundum Group, Inc.54,033$7.69M3.16%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…52,862$7.53M0.23%-2,22913F-HRTimelineGroup
Modera Wealth Management, LLC52,544$7.48M0.09%-33613F-HRTimeline
Powell Investment Advisors, LLC52,518$7.48M2.61%-1,55613F-HRTimeline
Gladstone Institutional Advisory LLC51,491$7.33M0.28%-8,22113F-HRTimeline
MONEYWISE, INC.51,335$7.31M3.31%-57313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP51,096$7.28M0.09%+91013F-HRTimeline
First National Trust Co51,032$7.27M0.25%+27,46913F-HRTimeline
Clearstead Advisors, LLC50,833$7.24M0.11%-2,42313F-HRTimeline
CONDOR CAPITAL MANAGEMENT50,126$7.14M0.59%-9,08913F-HRTimeline
Mainsail Financial Group, LLC49,250$7.01M3.02%+1,07513F-HRTimeline
CONNING INC.in group CONNING INC.48,426$6.9M0.23%013F-HRTimelineGroup
Monument Capital Management48,129$6.85M1.71%-3,86213F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.47,826$6.81M0.08%-16,30213F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL47,298$6.74M0.02%-48613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV46,844$6.67M0.01%-8,14913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.46,403$6.61M0.25%+10,61513F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …46,387$6.61M0.1%-4,97313F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC46,373$6.6M0.01%-1,35013F-HRTimelineGroup
VANCE WEALTH, LLC46,111$6.57M2.02%-1,77013F-HRTimeline
McAdam, LLC44,808$6.38M0.31%-1,59313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…44,027$6.27M0.01%+17,11113F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…43,481$6.19M0.1%-1013F-HRTimelineGroup
TAGStone Capital, Inc.43,149$6.14M2.43%+7913F-HRTimeline
FIRST HORIZON CORP43,135$6.14M0.29%13F-HRTimeline
Hilltop National Bank43,128$6.14M1.51%+23213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC42,961$6.12M0.05%+2,67013F-HRTimelineGroup
Lee Financial Co42,364$6.03M0.76%-67313F-HRTimeline
OLD NATIONAL BANCORP /IN/41,884$5.96M0.1%-1,17213F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …41,714$5.94M0.95%+39513F-HRTimeline
INVESTMENT PARTNERS, LTD.41,396$5.9M2.08%+98113F-HRTimeline
FineMark National Bank & Trust40,839$5.82M0.19%+2,13013F-HRTimeline
rebel Financial LLC0$5.76M2.51%-39,94013F-HRTimelineAmount filed as zero, left out of ratios.
COLDSTREAM CAPITAL MANAGEMENT INC39,630$5.64M0.08%+2,80413F-HRTimeline
Meridian Wealth Management, LLC39,415$5.61M0.22%+2,07013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC39,180$5.58M0.14%-1,35813F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP38,488$5.48M0.04%+35113F-HR/ATimelineGroup
Saiph Capital, LLC38,073$5.42M1.95%+42513F-HRTimeline
Brady Martz Wealth Solutions, LLC37,684$5.37M0.97%-44113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…37,318$5.31M0.01%-67413F-HRTimeline
ACIMA PRIVATE WEALTH, LLC37,139$5.29M1.66%013F-HRTimeline
Sigma Planning Corp37,105$5.28M0.15%+2,22713F-HRTimeline
Advisors Capital Management, LLC37,046$5.28M0.07%+10,68913F-HRTimeline