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Disclosery

IWP ISHARES TR

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ETF (fund)

1,223 managers (1,237 13F filers) reported a position in IWP shares at 2025-12-31, 116,864,824 shares in all. 81 filers opened a position and 65 filers sold out during the quarter.

Managers
1,223
13F filers
1,237
New
81
Added
403
Reduced
335
Sold out
65
Shares held by filers
116,864,824

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY19,403,290$2.66B0.16%-416,68713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,888,881$1.08B+669,999Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,092,149$971M0.07%+921,78913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,299,199$726M0.14%+69,99913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,731,983$648M0.4%-845,76313F-HRTimelineGroup
First Command Advisory Services, Inc.3,839,481$526M3.66%+284,94313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,783,972$381M0.09%+232,89213F-HRTimelineGroup
LPL Financial LLC2,616,494$358M0.1%+161,33613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,457,673$337M0.18%+12,10513F-HRTimelineGroup
TIAAgroup of 2 filers holding2,440,434$334M-97,960Timeline
UBS Group AGgroup of 2 filers holding2,381,332$326M+65,956Timeline
COMMONWEALTH EQUITY SERVICES, LLC2,300,238$315M0.42%-92,14113F-HRTimeline
Cassaday & Co Wealth Management LLC2,143,075$293M6.18%+24,87213F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC1,993,095$273M2.2%+97,79913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO1,745,634$239M4.99%+47,88913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,660,417$227M1.26%-1,95113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,584,378$217M0.25%+16,88213F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,439,846$197M2.17%+244,98413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,404,920$192M0.12%+76,72113F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,309,901$179M0.3%+667,47913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,189,175$163M0.24%+70,53313F-HRTimelineGroup
FMR LLCin group FMR LLC1,179,261$161M0.01%+4,61313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,015,493$139M0.04%+113,96813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA877,695$120M0.02%+226,14513F-HRTimelineGroup
Financial Advisory Corp752,605$103M14.99%+11,16713F-HRTimeline
Cetera Investment Advisers717,414$98.2M0.11%+49,53413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding703,743$96.4M+78,098Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP692,784$94.9M0.13%+16,49413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC666,081$91.2M0.11%+47,83613F-HRTimelineGroup
Pacific Life Fund Advisors LLC652,479$89.4M9.2%-49,51013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO618,230$84.7M0.01%-113,18913F-HRTimelineGroup
American Family Investments, Inc.in group American Family Investments, …561,707$76.9M2.77%+58,90913F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…549,864$75.3M0.94%+4,92413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.540,043$74M0.51%+24,36613F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…538,596$73.8M4.93%+2,05313F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…501,435$68.7M3.17%+26,12513F-HRTimeline
CONGRESS ASSET MANAGEMENT CO458,580$62.8M0.44%+248,47413F-HRTimeline
Creative Planningin group Creative Planning420,761$57.6M0.04%+36,75213F-HRTimelineGroup
Rodgers & Associates, LTD411,776$56.4M5.71%+1,75013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC403,273$55.2M0.45%+51613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC395,483$54.2M0.01%-5,15813F-HR/ATimelineGroup
GLOBALT Investments LLC / GA380,024$52M1.9%-3,94613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS350,300$48M0.03%-150,70013F-HRTimelineGroup
COMERICA BANK337,549$46.2M0.18%+51,75213F-HRTimeline
Wescott Financial Advisory Group, LLC337,442$46.2M4.03%-79613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding337,100$46.2M+36,083Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.334,953$45.9M0.07%+102,00113F-HRTimelineGroup
AMG National Trust Bank322,291$44.1M1.04%-12,34313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp304,628$41.7M0.13%-9,40813F-HR/ATimelineGroup
Krilogy Financial LLC282,178$39.4M1.34%+15,33113F-HRTimeline
Truepoint, Inc.285,212$39.1M0.88%-1,19013F-HRTimeline
Cedar Mountain Advisors, LLC273,518$37.5M7.23%+1,45413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …263,638$36.1M0.27%13F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding261,273$35.8M-1,643Timeline
BANK OF HAWAII253,786$34.8M1.72%+13,34013F-HRTimeline
Cambridge Investment Research Advisors,…252,692$34.6M0.09%-26,82013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding245,975$33.7M+36,238Timeline
MONETA GROUP INVESTMENT ADVISORS LLC243,599$33.4M0.25%+5,60913F-HRTimeline
Badgley Phelps Wealth Managers, LLC240,319$32.9M0.6%+3,70013F-HRTimeline
HighTower Advisors, LLC235,326$32.2M0.04%-96,87913F-HRTimeline
Orion Porfolio Solutions, LLC230,638$31.6M0.23%+35,61413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…227,790$31.2M0.06%+31,69813F-HR/ATimelineGroup
GenWealth Group, Inc.202,807$28.8M4.91%+17,89713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers209,395$28.7M0.04%+24,25213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC204,291$28.3M0.11%-10,28113F-HRTimelineGroup
RTD Financial Advisors, Inc.204,802$28M3.42%-3,53013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.201,602$27.6M0.41%+20,14313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/192,207$26.3M0.01%+37,39513F-HRTimelineGroup
EP Wealth Advisors, LLC189,742$26M0.13%13F-HRTimeline
MAI Capital Management187,872$25.7M0.15%+54,52613F-HRTimeline
Accredited Investors Inc.187,039$25.6M1.36%-13,75613F-HRTimeline
SVB WEALTH LLC185,968$25.5M1.5%-4,46213F-HRTimeline
BOKF, NAin group BOKF, NA184,476$25.3M0.39%+7,67213F-HRTimelineGroup
Integrated Investment Consultants, LLC180,699$24.7M4.86%-151,02913F-HR/ATimeline
Waverly Advisors, LLC176,065$24.1M0.2%+10,95613F-HRTimeline
Steward Partners Investment Advisory, L…175,314$24M0.13%+1,52313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…171,633$23.5M0.08%-4,20613F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…169,470$23.2M0.06%+132,15213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC168,785$23.1M0.01%new13F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP167,966$23M0.03%+5,37613F-HR/ATimelineGroup
Washington Trust Bank165,647$22.7M1.59%+149,63413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP162,151$22.2M0.02%+12,40913F-HRTimelineGroup
Parkway Wealth Management Group, LLC161,980$22.2M2.98%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC161,817$22.2M0.03%+17,15713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC159,511$21.8M0.05%-11,02113F-HRTimeline
Midwest Trust Co155,267$21.3M0.27%+1,76413F-HRTimeline
Bishop & Co Investment Management, LLC143,562$19.7M6.51%+9313F-HRTimeline
Wealthspire Advisors, LLC141,603$19.4M0.15%-131,42313F-HRTimeline
Mechanics Bank Trust Department139,533$19.1M2.5%+4,17413F-HRTimeline
Allworth Financial LP139,089$19M0.08%+131,55013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP137,677$18.9M<0.01%-9,57613F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.135,833$18.6M3.88%+213F-HRTimeline
Private Advisor Group, LLC133,716$18.3M0.09%+38213F-HRTimeline
LBJ Family Wealth Advisors, Ltd.132,966$18.2M10.01%-23113F-HRTimeline
Falcon Wealth Planning128,529$17.6M1.48%+4,63013F-HRTimeline
One Capital Management, LLC126,367$17.3M0.52%-7,10413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…119,923$17M0.02%+28813F-HRTimeline
DIVERSIFIED MANAGEMENT INC122,151$16.7M3.9%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp116,606$16M<0.01%+9,37813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS116,309$15.9M0.03%-34,00613F-HRTimeline
Financial Partners Group, Inc116,259$15.8M1.82%-19,30213F-HRTimeline
Avantax Planning Partners, Inc.114,388$15.7M0.44%-2,59313F-HRTimeline
JMG Financial Group, Ltd.113,520$15.5M0.44%-2,66513F-HRTimeline
Curi Capital, LLC113,010$15.5M0.27%-4613F-HRTimeline
Stonebridge Financial Group, LLC111,987$15.3M1.31%+1,92313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC108,375$14.8M0.19%+913F-HRTimeline
HUB Investment Partners, LLC106,707$14.6M0.4%-3,69213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC106,403$14.6M0.28%-10,97013F-HRTimeline
Sanctuary Advisors, LLC105,169$14.4M0.08%+8,86513F-HRTimeline
StoryOne LLC0$14.3M8.64%13F-HRTimelineAmount filed as zero, left out of ratios.
Franklin Resourcesgroup of 2 filers holding103,086$14.1M+78,518Timeline
United Capital Management of KS, Inc.102,279$14M1.96%+48013F-HR/ATimeline
Connecticut Wealth Management, LLC100,791$13.8M0.6%013F-HRTimeline
LMG Wealth Partners, LLC99,396$13.6M2.54%+70113F-HRTimeline
Future Fund LLC99,049$13.6M4.29%013F-HRTimeline
First Citizens Asset Management, Inc.98,886$13.5M4.73%+1,51413F-HRTimeline
NewEdge Advisors, LLC96,046$13.2M0.05%+3,26413F-HRTimeline
AE Wealth Management LLC95,214$13M0.07%+5,97113F-HRTimeline
&PARTNERS94,181$12.9M0.07%+29,08413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…93,677$12.8M1.15%+4,01413F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…93,501$12.8M0.35%-12813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC92,617$12.7M0.05%-2,52313F-HRTimelineGroup
CWM, LLCin group CWM, LLC91,783$12.6M0.03%+3,57713F-HRTimelineGroup
VestGen Advisors, LLC91,328$12.5M0.53%+5,58313F-HRTimeline
NorthRock Partners, LLC90,582$12.4M0.21%-1,92513F-HRTimeline
Occidental Asset Management, LLC89,735$12.3M1.48%+71913F-HRTimeline
Mesirow Financial Investment Management…89,423$12.2M0.25%-53,43813F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC89,262$12.2M5.64%+1,97913F-HRTimeline
Mill Creek Capital Advisors, LLC87,651$12M0.24%-2,43213F-HRTimeline
Heck Capital Advisors, LLC83,437$11.4M0.85%+3,15413F-HRTimeline
XML Financial, LLC80,517$11M0.9%-91813F-HRTimeline
Argent Trust Co80,256$11M0.38%+1,03013F-HRTimeline
Whitegate Investment Counselors, Inc.79,015$10.8M3.38%+33913F-HRTimeline
Janney Montgomery Scott LLC78,580$10.8M0.02%+11,50713F-HRTimeline
Legacy Edge Advisors, LLC78,188$10.7M1.17%+1,31413F-HRTimeline
WestHill Financial Advisors, Inc.76,421$10.5M1.99%+65013F-HRTimeline
Prosperity Consulting Group, LLC76,396$10.5M0.47%+20,75613F-HRTimeline
MidFirst Bank76,013$10.4M0.83%13F-HRTimeline
First National Trust Co74,399$10.2M0.34%+23,36713F-HRTimeline
IFP Advisors, Inc74,087$10.1M0.23%+3,43413F-HRTimeline
PETRA FINANCIAL ADVISORS INC70,751$9.69M5.69%-1,90813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC70,732$9.69M0.01%+15,38013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC70,580$9.66M0.08%+27,61913F-HRTimelineGroup
UMB Bank, n.a.68,865$9.43M0.13%-4,09013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIRST MERCHANTS CORP68,672$9.4M0.35%-34013F-HRTimeline
Corundum Group, Inc.68,587$9.39M3.15%+14,55413F-HRTimeline
Sterling Capital Management LLC68,237$9.34M0.15%-2,20113F-HRTimeline
Sequent Asset Management, LLC67,200$9.2M4.09%013F-HRTimeline
IHT Wealth Management, LLC66,259$9.07M0.22%+33,12513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding65,789$9.01M-2,329Timeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS65,241$8.93M0.34%-2,06413F-HRTimelineGroup
Jacobi Capital Management LLC65,109$8.92M0.52%-142,78313F-HRTimeline
Sowell Financial Services LLC64,795$8.87M0.33%-3,32313F-HRTimeline
STOCK YARDS BANK & TRUST CO64,776$8.87M0.27%-91213F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC64,663$8.85M0.17%+50,20413F-HRTimeline
FineMark National Bank & Trust64,014$8.77M0.27%+23,17513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC63,650$8.72M0.62%+1913F-HRTimeline
Private Wealth Asset Management, LLC61,809$8.46M0.92%-80013F-HRTimeline
FIRST HORIZON CORP61,337$8.4M0.38%+18,20213F-HRTimeline
Crescent Grove Advisors, LLC61,332$8.4M0.8%+913F-HRTimeline
Clear Harbor Asset Management, LLC59,216$8.11M0.55%+70113F-HRTimeline
STEVENS CAPITAL PARTNERS59,016$8.08M2.12%+16013F-HRTimeline
GHP Investment Advisors, Inc.58,268$7.98M0.33%-15413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC57,963$7.94M0.01%+24,77313F-HRTimelineGroup
Sterling Manor Financial, LLC57,924$7.93M4.95%+10413F-HRTimeline
Piedmont Capital Management, LLC57,629$7.89M4.03%-16813F-HRTimeline
Retirement Management Systems Inc.55,634$7.62M1.95%13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP54,700$7.49M0.01%new13F-HRTimelineGroup
Three Bearings Fiduciary Advisors, Inc.54,561$7.4M6.92%13F-HRTimeline
J.W. COLE ADVISORS, INC.55,923$7.2M0.17%-6,38913F-HRTimeline
Modera Wealth Management, LLC52,385$7.17M0.08%-15913F-HRTimeline
Powell Investment Advisors, LLC51,636$7.07M2.43%-88213F-HRTimeline
CONDOR CAPITAL MANAGEMENT51,145$7M0.57%+1,01913F-HRTimeline
Clearstead Advisors, LLC50,848$6.96M0.09%+1513F-HRTimeline
Monument Capital Management50,810$6.96M1.73%+2,68113F-HRTimeline
Mainsail Financial Group, LLC50,416$6.9M2.87%+1,16613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV49,708$6.81M0.01%+2,86413F-HRTimeline
CONNING INC.in group CONNING INC.49,023$6.71M0.22%+59713F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC48,896$6.7M0.14%+13,56413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP48,624$6.66M0.08%-2,47213F-HRTimeline
Advisors Capital Management, LLC47,996$6.57M0.08%+10,95013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.47,562$6.51M0.07%-26413F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.46,446$6.36M0.24%+4313F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…46,321$6.34M0.19%-6,54113F-HRTimelineGroup
VANCE WEALTH, LLC46,130$6.32M1.88%+1913F-HR/ATimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …45,908$6.29M0.09%-47913F-HRTimelineGroup
McAdam, LLC45,825$6.28M0.29%+1,01713F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …45,557$6.24M0.84%+3,84313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC45,361$6.21M0.01%-1,01213F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC45,223$6.19M0.45%+10,15213F-HRTimeline
BLAIR WILLIAM & CO/IL44,520$6.1M0.02%-2,77813F-HRTimeline
OLD NATIONAL BANCORP /IN/43,845$6M0.1%+1,96113F-HRTimeline
TAGStone Capital, Inc.43,730$5.99M2.23%+58113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC43,565$5.97M0.14%+4,38513F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…43,466$5.95M0.09%-1513F-HRTimelineGroup
Hilltop National Bank43,404$5.94M1.44%+27613F-HRTimeline
INVESTMENT PARTNERS, LTD.43,240$5.92M2.07%+1,84413F-HRTimeline
TICINO WEALTH42,941$5.88M2.18%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC41,790$5.72M0.07%+2,16013F-HRTimeline
Quantinno Capital Management LP41,678$5.71M0.01%+12,43413F-HRTimeline