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Disclosery

IWP ISHARES TR

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ETF (fund)

Filings received so far for Q3 2026: 91 13F filers report a position in IWP shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…633,950$87.3M4.99%+70,93313F-HRTimelineGroup
RTD Financial Advisors, Inc.196,875$27.1M2.97%+1,43713F-HRTimeline
StoryOne LLC143,507$19.8M8.94%-4,59313F-HRTimeline
LBJ Family Wealth Advisors, Ltd.132,434$18.2M9.31%+2,14713F-HRTimeline
DIVERSIFIED MANAGEMENT INC130,240$17.9M3.13%+5,91813F-HRTimeline
Stonebridge Financial Group, LLC122,704$16.9M1.25%+2,35913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…101,585$14.3M0.02%+5,93113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…98,393$13.5M1.18%+50313F-HRTimelineGroup
Farther Finance Advisors, LLC58,042$7.99M0.06%+8,62713F-HRTimeline
TICINO WEALTH50,222$6.91M2.13%+1,24413F-HRTimeline
CONGRESS ASSET MANAGEMENT CO49,409$6.8M0.04%-104,87013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC37,139$5.11M1.48%013F-HRTimeline
EQUITABLE TRUST CO36,221$4.99M0.21%+51613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC36,032$4.96M0.34%-46413F-HRTimeline
LWM ADVISORS INC32,814$4.52M3.41%+1,26413F-HRTimeline
Atlas Brown,Inc.32,458$4.47M1.18%-2613F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.31,167$4.29M0.7%-123,26313F-HRTimeline
Councilor Wealth, LLC30,607$4.21M1.74%-1,64413F-HRTimeline
Friday Financial26,536$3.71M0.73%+12,99013F-HRTimeline
Ballew Advisors, Inc22,243$3.14M1.56%+13313F-HRTimeline
Avior Wealth Management, LLC21,956$3.01M0.08%-15313F-HRTimeline
Dominguez Wealth Management Solutions, …18,585$2.56M1.42%+15613F-HRTimeline
Post Resch Tallon Group Inc.17,917$2.47M1.69%+71013F-HRTimeline
Cooper Financial Group17,900$2.46M0.2%+1,23713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,206$2.09M0.04%-3,93713F-HRTimeline
Valeo Financial Advisors, LLC14,969$2.06M0.04%-313F-HRTimeline
Venture Visionary Partners LLC11,694$1.61M0.04%+113F-HRTimeline
Taylor & Morgan Wealth Management, LLC9,539$1.31M0.63%+213F-HRTimeline
Vertrix Wealth Management, LLC8,909$1.23M0.42%-64813F-HRTimeline
Canandaigua National Trust Co of Florida8,296$1.14M0.63%13F-HRTimeline
Asempa Wealth Advisors7,705$1.08M0.84%+3,32213F-HRTimeline
Ipswich Investment Management Co., Inc.7,330$1.01M0.22%013F-HRTimeline
Harbour Capital Advisors, LLC7,105$978K0.18%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management6,885$948K0.49%013F-HRTimeline
Dynamic Advisor Solutions LLC6,140$845K0.02%-1,13813F-HRTimeline
ROCKLAND TRUST CO6,049$833K0.03%+58113F-HRTimeline
Pathway Financial Advisors LLC5,950$819K0.09%013F-HRTimeline
RVW Wealth, LLC5,456$751K0.05%-40313F-HRTimeline
Decker Wealth Management LLC5,452$751K0.15%013F-HRTimeline
Global Wealth Strategies & Associates5,130$706K0.13%-8013F-HRTimeline
Elm3 Financial Group, LLC4,363$601K0.4%-21013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA4,000$551K0.04%013F-HRTimeline
Olistico Wealth, LLC3,528$486K0.2%-1,27313F-HRTimeline
PARK NATIONAL CORP /OH/3,418$471K0.01%-3,59713F-HRTimeline
Wealth Enhancement Trust Services, Inc.3,136$432K0.05%+50013F-HRTimeline
Clayton Financial Group LLC2,807$386K0.2%+1,07213F-HRTimeline
Paladin Partners, LLC2,720$374K0.23%013F-HRTimeline
STEPH & CO2,700$372K0.09%+5013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…2,676$368K0.04%013F-HRTimeline
Breakwater Capital Group2,647$364K0.04%+5413F-HRTimeline
TrueWealth Advisors, LLC2,552$351K0.08%013F-HRTimeline
Baring Financial LLC2,491$343K0.18%-1213F-HRTimeline
Wealth Science Advisors LLC2,326$320K0.13%013F-HRTimeline
Apella Capital, LLC2,206$312K<0.01%-17913F-HRTimeline
Grove Bank & Trust2,255$310K0.03%+913F-HRTimeline
Prosperity Planning, Inc.2,141$295K0.07%-4313F-HRTimeline
YHB Investment Advisors, Inc.2,064$284K0.02%013F-HRTimeline
Montz Harcus Wealth Management LLC2,022$278K0.1%+213F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.1,852$255K0.14%013F-HRTimeline
EASTERN BANK1,849$255K<0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC1,811$249K0.01%new13F-HRTimeline
Monument Capital Management1,757$242K0.05%013F-HRTimeline
Wedmont Private Capital1,686$238K0.01%-3113F-HRTimeline
Acropolis Investment Management, LLC1,675$231K0.01%013F-HRTimeline
DECISION INVESTMENTS, INC1,652$227K0.21%013F-HRTimeline
Apeiron RIA LLC1,594$223K0.05%013F-HRTimeline
Chesley Taft & Associates LLC1,495$206K0.01%-8813F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC1,481$204K0.11%+1613F-HRTimeline
Noble Wealth Management PBC1,461$201K0.09%013F-HRTimeline
Trust Co1,145$158K0.01%+12713F-HRTimeline
Dorato Capital Management1,078$152K0.1%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,105$152K0.06%013F-HRTimeline
Polaris Financial Partners990$137K0.06%13F-HRTimeline
Coastline Trust Co642$88.4K0.01%-5113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NORTH POINT PORTFOLIO MANAGERS CORP/OH603$83K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC576$79.3K0.02%+113F-HRTimeline
CoreCap Advisors, LLC475$65.4K<0.01%-15413F-HRTimeline
ATWOOD & PALMER INC460$63.3K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB430$59.2K<0.01%013F-HRTimeline
Horizons Wealth Management426$58.7K0.04%13F-HRTimeline
Bank of New Hampshire312$43K0.01%-20013F-HRTimeline
Rosenberg Matthew Hamilton206$28.4K0.01%013F-HRTimeline
Bank & Trust Co134$18.4K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP100$13.8K<0.01%-92713F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST100$13.8K<0.01%013F-HRTimeline
Bullock Wealth Management Group63$8.75K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA48$6.61K<0.01%013F-HRTimeline
Planning Strategies Inc.47$6.47K<0.01%013F-HRTimeline
Versant Capital Management, Inc42$5.78K<0.01%013F-HRTimeline
Davis Capital Management34$4.68K<0.01%new13F-HRTimeline
GK Wealth Management LLC25$3.44K<0.01%new13F-HRTimeline