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Disclosery

IWP ISHARES TR

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ETF (fund)

1,167 managers (1,184 13F filers) reported a position in IWP shares at 2026-03-31, 112,395,348 shares in all. 58 filers opened a position and 99 filers sold out during the quarter.

Managers
1,167
13F filers
1,184
New
58
Added
383
Reduced
376
Sold out
99
Shares held by filers
112,395,348

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY19,905,431$2.55B0.15%+502,14113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,420,121$951M-468,760Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,100,610$910M0.07%+8,46113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,135,595$658M0.13%-163,60413F-HR/ATimelineGroup
First Command Advisory Services, Inc.3,951,302$506M3.41%+111,82113F-HRTimeline
UBS Group AGgroup of 2 filers holding2,804,815$359M+423,483Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,851,583$356M0.17%-1,880,40013F-HRTimelineGroup
LPL Financial LLC2,644,351$339M0.09%+27,85713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,602,259$333M0.08%-181,71313F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,434,200$312M0.18%-23,47313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,253,574$289M0.4%-46,66413F-HRTimeline
TIAAgroup of 4 filers holding2,225,249$285M-215,185Timeline
Cassaday & Co Wealth Management LLC2,184,734$280M5.96%+41,65913F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC2,103,984$270M2.28%+110,88913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,617,898$207M1%-42,51913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,582,899$203M0.25%-1,47913F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO1,534,093$197M4.14%-211,54113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,415,556$181M0.11%+10,63613F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,273,878$163M1.85%-165,96813F-HRTimelineGroup
FMR LLCin group FMR LLC1,176,536$151M0.01%-2,72513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,171,450$150M0.22%-17,72513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,037,365$133M0.04%+21,87213F-HRTimelineGroup
Financial Advisory Corp783,005$100M13.94%+30,40013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA755,617$96.8M0.02%-122,07813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding700,445$89.8M-3,298Timeline
Cetera Investment Advisers690,014$88.4M0.09%-27,40013F-HRTimeline
Mariner, LLCin group Mariner, LLC674,595$86.4M0.1%+8,51413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP637,930$81.7M0.11%-54,85413F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.632,091$81M0.11%13F-HRTimelineGroup
American Family Investments, Inc.in group American Family Investments, …620,523$79.5M2.09%+58,81613F-HRTimelineGroup
Pacific Life Fund Advisors LLC606,847$77.7M8.93%-45,63213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO606,784$75M0.01%-11,44613F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding573,032$73.4M+311,759Timeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…550,990$70.6M4.5%+12,39413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…523,361$67.1M0.84%-26,50313F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…504,731$64.7M4.17%+3,29613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC439,554$56.3M0.01%+44,07113F-HRTimelineGroup
Rodgers & Associates, LTD431,031$55.2M5.62%+19,25513F-HRTimeline
Creative Planningin group Creative Planning423,386$54.2M0.04%+2,62513F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC403,230$51.7M0.42%-4313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding356,375$45.7M+19,275Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers346,143$44.3M0.06%+136,74813F-HRTimelineGroup
Wescott Financial Advisory Group, LLC337,918$43.3M3.8%+47613F-HRTimeline
AMG National Trust Bank337,497$43.2M0.94%+15,20613F-HRTimeline
Truepoint, Inc.336,317$43.1M0.96%+51,10513F-HRTimeline
Krilogy Financial LLC306,523$41.4M1.33%+24,34513F-HRTimeline
CONGRESS ASSET MANAGEMENT CO311,168$39.9M0.29%-147,41213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp305,456$39.1M0.13%+82813F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS299,260$38.3M0.03%-51,04013F-HRTimelineGroup
Mesirow Financial Investment Management…278,458$35.7M0.58%+189,03513F-HRTimeline
Cedar Mountain Advisors, LLC273,302$35M6.85%-21613F-HRTimeline
BANK OF HAWAII261,375$33.5M1.75%+7,58913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC256,552$32.9M0.25%+12,95313F-HRTimeline
Cambridge Investment Research Advisors,…256,312$32.8M0.08%+3,62013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …253,663$32.5M0.25%-9,97513F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC247,050$31.7M0.63%+6,73113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.244,939$31.4M0.05%-90,01413F-HRTimelineGroup
HighTower Advisors, LLC242,677$31.1M0.03%+7,35113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…239,290$30.6M0.09%+69,82013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…228,667$29.3M0.05%+87713F-HRTimelineGroup
BOKF, NAin group BOKF, NA225,584$28.9M0.44%+41,10813F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.220,082$28.2M0.43%+18,48013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding215,013$27.5M-30,962Timeline
Orion Porfolio Solutions, LLC209,725$26.9M0.23%-20,91313F-HRTimeline
RTD Financial Advisors, Inc.193,789$24.8M3.05%-11,01313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC193,774$24.8M0.04%+31,95713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC193,236$24.8M0.1%-11,05513F-HRTimelineGroup
EP Wealth Advisors, LLC192,073$24.6M0.12%+2,33113F-HRTimeline
Steward Partners Investment Advisory, L…190,796$24.4M0.12%+15,48213F-HRTimeline
Parkway Wealth Management Group, LLC184,131$24.2M3.06%+22,15113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/177,481$22.7M0.01%-14,72613F-HRTimelineGroup
SVB WEALTH LLC177,337$22.7M1.5%-8,63113F-HRTimeline
Accredited Investors Inc.176,108$22.6M1.22%-10,93113F-HRTimeline
Integrated Investment Consultants, LLC175,231$22.5M4.77%-5,46813F-HRTimeline
Washington Trust Bank175,040$22.4M1.65%+9,39313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Waverly Advisors, LLC173,669$22.3M0.17%-2,39613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC173,483$22.2M0.01%+4,69813F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…172,144$22.1M0.08%+51113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP162,480$20.8M0.02%+32913F-HRTimelineGroup
MAI Capital Management162,277$20.8M0.12%-25,59513F-HRTimeline
Midwest Trust Co159,564$20.4M0.25%+4,29713F-HRTimeline
Falcon Wealth Planning146,291$18.7M1.28%+17,76213F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.143,303$18.4M3.66%+7,47013F-HRTimeline
Mechanics Bank Trust Department139,696$17.9M2.48%+16313F-HRTimeline
Allworth Financial LP139,324$17.9M0.07%+23513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP139,007$17.8M0.03%-28,95913F-HRTimelineGroup
Wealthspire Advisors, LLC138,416$17.7M0.14%-3,18713F-HRTimeline
MML INVESTORS SERVICES, LLC135,306$17.3M0.05%-24,20513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP135,083$17.3M<0.01%-2,59413F-HRTimelineGroup
LBJ Family Wealth Advisors, Ltd.131,521$16.3M9.53%-1,44513F-HRTimeline
Private Advisor Group, LLC123,871$15.9M0.07%-9,84513F-HRTimeline
DIVERSIFIED MANAGEMENT INC123,120$15.8M2.7%+96913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS121,014$15.5M0.03%+4,70513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp120,394$15.4M<0.01%+3,78813F-HRTimelineGroup
AE Wealth Management LLC119,429$15.3M0.08%+24,21513F-HRTimeline
StoryOne LLC0$15.2M8.58%013F-HRTimelineAmount filed as zero, left out of ratios.
Stonebridge Financial Group, LLC117,660$15.1M1.24%+5,67313F-HRTimeline
HUB Investment Partners, LLC116,880$15M0.37%+10,17313F-HRTimeline
JMG Financial Group, Ltd.114,619$14.7M0.4%+1,09913F-HRTimeline
Curi Capital, LLC113,070$14.5M0.26%+6013F-HRTimeline
Avantax Planning Partners, Inc.111,789$14.3M0.39%-2,59913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC104,619$14.3M0.18%-3,75613F-HRTimeline
Bishop & Co Investment Management, LLC101,651$13M4.47%-41,91113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC101,302$13M0.25%-5,10113F-HRTimeline
Connecticut Wealth Management, LLC100,899$12.9M0.54%+10813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC100,162$12.8M0.05%+7,54513F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC99,763$12.8M5.98%+10,50113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…98,755$12.8M0.03%-21,16813F-HRTimeline
Sanctuary Advisors, LLC98,811$12.7M0.07%-6,35813F-HRTimeline
VestGen Advisors, LLC91,907$12.6M0.35%+57913F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…97,741$12.5M1.12%13F-HRTimelineGroup
LMG Wealth Partners, LLC96,448$12.4M2.25%-2,94813F-HRTimeline
NewEdge Advisors, LLC95,440$12.2M0.04%-60613F-HR/ATimeline
&PARTNERS93,634$12.1M0.06%-54713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…93,501$12M0.33%013F-HRTimelineGroup
Heck Capital Advisors, LLC92,444$11.8M0.88%+9,00713F-HRTimeline
First Citizens Asset Management, Inc.90,273$11.6M4.1%-8,61313F-HRTimeline
NorthRock Partners, LLC89,844$11.5M0.19%-73813F-HRTimeline
Mill Creek Capital Advisors, LLC83,921$10.8M0.22%-3,73013F-HRTimeline
Summit Financial, LLC83,724$10.7M0.14%+47,70713F-HRTimeline
WestHill Financial Advisors, Inc.83,417$10.7M2.04%+6,99613F-HRTimeline
XML Financial, LLC82,563$10.6M0.85%+2,04613F-HRTimeline
Occidental Asset Management, LLC80,800$10.4M1.23%-8,93513F-HRTimeline
Prosperity Consulting Group, LLC80,728$10.3M0.46%+4,33213F-HRTimeline
IFP Advisors, Inc79,136$10.1M0.21%+5,04913F-HRTimeline
Whitegate Investment Counselors, Inc.78,872$10.1M3.21%-14313F-HRTimeline
Argent Trust Co78,796$10.1M0.34%-1,46013F-HRTimeline
First National Trust Co78,349$10M0.34%+3,95013F-HRTimeline
Legacy Edge Advisors, LLC78,200$10M1.05%+1213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC77,383$9.93M0.01%+6,65113F-HRTimelineGroup
FIRST HORIZON CORP75,662$9.69M0.41%+14,32513F-HRTimeline
Corundum Group, Inc.75,496$9.67M3.23%+6,90913F-HRTimeline
Sterling Capital Management LLC75,462$9.67M0.18%+7,22513F-HRTimeline
MidFirst Bank73,858$9.46M0.78%-2,15513F-HRTimeline
Janney Montgomery Scott LLC73,153$9.37M0.02%-5,42713F-HRTimeline
Summit Trail Advisors, LLC72,672$9.31M0.13%+69,83213F-HRTimeline
PETRA FINANCIAL ADVISORS INC72,101$9.24M5.72%+1,35013F-HRTimeline
Sentinel Advisory Group, LLC67,385$8.63M4.21%13F-HRTimeline
Private Wealth Asset Management, LLC67,296$8.62M0.92%+5,48713F-HRTimeline
STOCK YARDS BANK & TRUST CO67,103$8.6M0.27%+2,32713F-HRTimeline
FIRST MERCHANTS CORP66,500$8.52M0.32%-2,17213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS66,154$8.48M0.34%+91313F-HRTimelineGroup
CONNING INC.in group CONNING INC.65,605$8.41M0.28%+16,58213F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC65,119$8.34M0.62%+1,46913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding62,794$8.05M-2,995Timeline
Crescent Grove Advisors, LLC61,335$7.86M0.78%+313F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO60,730$7.81M0.82%+37,45013F-HRTimeline
STEVENS CAPITAL PARTNERS60,109$7.7M1.85%+1,09313F-HRTimeline
Sterling Manor Financial, LLC58,718$7.52M4.71%+79413F-HRTimeline
Clear Harbor Asset Management, LLC58,582$7.51M0.52%-63413F-HRTimeline
UMB Bank, n.a.57,762$7.4M0.1%-11,10313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GHP Investment Advisors, Inc.57,606$7.38M0.3%-66213F-HRTimeline
Advisors Capital Management, LLC56,908$7.29M0.08%+8,91213F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.56,759$7.27M7.04%+2,19813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV54,414$6.97M0.01%+4,70613F-HRTimeline
CONDOR CAPITAL MANAGEMENT53,179$6.81M0.57%+2,03413F-HRTimeline
Mainsail Financial Group, LLC53,108$6.8M2.83%+2,69213F-HRTimeline
CWM, LLCin group CWM, LLC53,061$6.8M0.02%-38,72213F-HRTimelineGroup
Powell Investment Advisors, LLC52,210$6.69M2.31%+57413F-HRTimeline
Modera Wealth Management, LLC51,091$6.55M0.08%-1,29413F-HRTimeline
FLOW TRADERS U.S. LLC50,529$6.47M0.2%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,735$6.37M0.01%+28,07613F-HRTimelineGroup
Clearstead Advisors, LLC49,344$6.32M0.06%-1,50413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP49,282$6.31M0.08%+65813F-HRTimeline
McAdam, LLC48,495$6.21M0.28%+2,67013F-HRTimeline
FARMERS TRUST CO47,815$6.13M0.96%+44,85513F-HRTimeline
VANCE WEALTH, LLC47,454$6.08M1.76%+1,32413F-HRTimeline
Farther Finance Advisors, LLC47,041$6.06M0.06%+23,89013F-HRTimeline
BLAIR WILLIAM & CO/IL46,975$6.02M0.02%+2,45513F-HRTimeline
TICINO WEALTH39,605$5.98M2.08%-3,33613F-HRTimeline
HARBOUR INVESTMENTS, INC.46,429$5.95M0.09%+9,83413F-HRTimeline
GLOBALT Investments LLC / GA46,275$5.93M0.21%-333,74913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …45,558$5.84M0.09%-35013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC45,361$5.81M0.01%013F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/44,996$5.76M0.1%+1,15113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC44,531$5.71M0.41%-69213F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …44,241$5.67M0.76%-1,31613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC44,191$5.66M0.27%+7,07313F-HRTimeline
USAdvisors Wealth Management, LLC45,474$5.62M1.87%+12,59513F-HRTimeline
rebel Financial LLC43,760$5.61M2.43%+2,92913F-HRTimeline
Hilltop National Bank43,633$5.59M1.33%+22913F-HRTimeline
TAGStone Capital, Inc.43,513$5.57M1.97%-21713F-HRTimeline
Beacon Pointe Advisors, LLC43,249$5.54M0.03%+8,42413F-HRTimeline
INVESTMENT PARTNERS, LTD.43,092$5.52M1.96%-14813F-HRTimeline
Sigma Planning Corp43,004$5.51M0.15%+2,04513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…42,392$5.43M0.17%-3,92913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…41,480$5.31M0.01%+87813F-HRTimelineGroup
Quantinno Capital Management LP41,422$5.31M0.01%-25613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP41,092$5.26M0.03%+2,72213F-HRTimelineGroup
Gladstone Institutional Advisory LLC40,652$5.21M0.19%+3,20913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC40,058$5.13M0.02%-8013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…39,950$5.12M0.13%+39,75913F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…39,438$5.05M0.17%+2,10413F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA39,932$4.99M0.15%-70013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp38,651$4.95M0.1%+5,86513F-HRTimelineGroup
Cresset Asset Management, LLC38,607$4.95M0.02%+4,80413F-HRTimeline
Certified Advisory Corp38,538$4.94M0.44%+9,27013F-HRTimeline
Advisory Services Network, LLC38,510$4.93M0.07%+2,46413F-HRTimeline
Weinberger Asset Management, Inc38,288$4.91M1.84%+1,79813F-HRTimeline
Lee Financial Co37,513$4.81M0.68%-3,20613F-HRTimeline