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Disclosery

IWR ISHARES TR

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SHS (fund)

1,569 managers (1,590 13F filers) reported a position in IWR shares at 2026-06-30, 435,827,994 shares in all. 117 filers opened a position and 52 filers sold out during the quarter.

Managers
1,569
13F filers
1,590
New
117
Added
507
Reduced
504
Sold out
52
Shares held by filers
435,827,994

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP99,650,083$10.9B4.37%+6,686,54113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/68,880,354$7.6B0.49%+3,004,11913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN45,367,356$5B0.87%+2,541,14913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\12,780,590$1.41B1.54%-140,49513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,472,614$1.38B0.68%+139,13613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,932,912$1.32B0.07%+946,07513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,734,592$1.18B0.19%+7,31113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,660,298$1.18B1.62%+1,690,39013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,120,436$1.12B0.13%-65,07413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,115,880$895M0.15%+241,12013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding7,789,272$859M+167,751Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,379,679$813M0.05%+468,69613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,645,984$513M+17,783Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,120,231$455M0.54%-57,03413F-HRTimelineGroup
FMR LLCin group FMR LLC3,871,981$427M0.02%-216,67613F-HRTimelineGroup
AMG National Trust Bank3,869,983$427M8.78%-19,11413F-HRTimeline
LPL Financial LLC3,730,141$412M0.09%-25,45213F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,158,174$348M0.43%+8,27013F-HRTimelineGroup
TIAAgroup of 5 filers holding3,108,926$343M-34,774Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,077,347$340M0.07%+60,94913F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC3,001,929$331M2.42%+94,08213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,794,796$308M0.08%-5,78313F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding2,787,313$307M-46,887Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers2,475,295$273M0.31%-439,98013F-HRTimelineGroup
Cetera Investment Advisers2,128,236$235M0.21%-5,29113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,984,789$219M0.08%+17,91313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,976,882$218M0.02%+10,39813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,904,250$210M0.61%-74513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,727,554$191M0.2%-21,16513F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,557,703$172M0.57%-9,44813F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK1,439,471$159M0.7%-38,47713F-HRTimelineGroup
Glenview Trust Co1,408,028$155M2.15%+57,38713F-HR/ATimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …1,245,534$137M0.94%-7,98713F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,239,128$137M6.5%+23,21213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,214,574$134M0.07%+16,86113F-HRTimelineGroup
Waverly Advisors, LLC1,187,415$131M0.76%+88,46213F-HRTimeline
Performa Ltd (US), LLC1,124,020$124M20.01%+925,11913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,035,865$114M1.91%+169,27113F-HRTimelineGroup
First Western Trust Bank1,022,959$113M5.5%-17,22713F-HRTimeline
UMB Bank, n.a.1,012,156$112M1.41%+47,27513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ALERUS FINANCIAL NA985,225$109M4.75%+5,77513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC969,045$107M0.13%+70,57513F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.962,740$106M7.98%+1,28013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…961,062$106M0.16%+11,47513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC940,349$104M0.37%+23,06413F-HRTimelineGroup
Creative Planningin group Creative Planning936,524$103M0.06%-20,70113F-HRTimelineGroup
Janney Montgomery Scott LLC915,320$101M0.2%-1,02113F-HRTimeline
JMG Financial Group, Ltd.913,629$101M2.43%-2,74213F-HRTimeline
WASHINGTON TRUST Co904,618$99.8M3.1%-7,10913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.895,795$98.9M0.12%+150,73113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC838,027$92.5M0.12%-25,92013F-HRTimeline
Millburn Ridgefield LLC /DE/768,475$84.8M1.61%013F-HRTimeline
Catalyst Capital Advisors LLC768,475$84.8M1.41%013F-HRTimeline
Clearstead Advisors, LLC762,482$84.1M0.79%-6,24813F-HRTimeline
FACTORY MUTUAL INSURANCE CO758,700$83.7M0.79%013F-HRTimeline
International City Management Associati…702,067$77.5M33.67%013F-HRTimeline
NorthRock Partners, LLC680,478$75.1M1.09%-27,29113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources666,991$73.6M0.02%+1,16113F-HRTimelineGroup
Citizens Business Bank634,403$70M10.54%-16,10813F-HRTimeline
STOCK YARDS BANK & TRUST CO586,685$64.7M1.85%+33,05713F-HR/ATimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS583,207$64.3M2.31%+29,40313F-HRTimelineGroup
Steward Partners Investment Advisory, L…569,685$62.8M0.32%+15,43513F-HRTimeline
Robertson Stephens Wealth Management, L…565,606$62.4M1.54%+250,01613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…563,031$61.9M0.1%+8,60313F-HRTimeline
Mesirow Financial Investment Management…553,000$61M0.96%-573,05813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding540,973$59.7M+18,391Timeline
Corient Private Wealth LPin group Corient Private Wealth LP537,202$59.3M0.08%+48,73513F-HR/ATimelineGroup
ALBION FINANCIAL GROUP /UT519,943$57.4M3.32%-337,42813F-HRTimeline
Badgley Phelps Wealth Managers, LLC519,161$57.3M1%-170,51513F-HRTimeline
MAI Capital Management500,852$55.3M0.21%+61,82213F-HRTimeline
Cambridge Investment Research Advisors,…493,942$54.5M0.12%-25,64513F-HR/ATimeline
HighTower Advisors, LLC489,160$54M0.05%-18,05913F-HRTimeline
River Wealth Advisors LLC463,864$51.2M5.35%+13,70413F-HR/ATimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…456,804$50.4M0.16%-268,65313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…436,558$48.2M0.54%+17,42713F-HRTimelineGroup
Wilmington Savings Fund Society, FSB436,496$48.2M1.07%+25,86113F-HRTimeline
Composition Wealth, LLC433,150$47.8M0.56%-7,97013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp412,823$45.5M0.13%+50413F-HRTimelineGroup
Stegner Investment Associates Inc.407,479$45M21.37%-12,90013F-HRTimeline
Legacy Edge Advisors, LLC381,311$42.1M3.86%+12,06413F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding370,098$40.8M-32,527Timeline
Consolidated Investment Group LLC362,100$39.9M3.47%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS361,621$39.9M0.02%+155,67013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC359,566$39.7M0.08%+56,08113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS354,020$39.1M0.06%-2,97313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC353,648$39M0.06%-20,07113F-HRTimelineGroup
Gilbert & Cook, Inc.340,536$37.6M4.32%-4,56313F-HRTimeline
Coastline Trust Co337,887$37.3M3.31%-1,61013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beacon Pointe Advisors, LLC323,153$35.7M0.17%+5,08613F-HRTimeline
D.A. DAVIDSON & CO.321,949$35.5M0.2%+1,04213F-HRTimeline
AE Wealth Management LLC319,557$35.3M0.16%-11,96413F-HRTimeline
MCF Advisors LLC318,059$35.1M1.25%+76513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV315,126$34.8M0.04%+15,30113F-HR/ATimeline
INTRUST BANK NA309,639$34.2M2.52%+36,89713F-HRTimeline
CCG WEALTH MANAGEMENT, LLC300,147$33.1M7.68%+18,37213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…299,390$33M0.28%+68,82213F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.294,947$32.5M0.44%+9,89113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Dakota Wealth Management293,538$32.4M0.62%-26,77913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP291,923$32.2M0.03%-7,83713F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP286,968$31.7M0.19%-29,78613F-HRTimelineGroup
NewEdge Advisors, LLC282,266$31.1M0.09%+21,65013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC277,562$30.6M0.38%-4,96213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding274,798$30.3M+32,690Timeline
Valeo Financial Advisors, LLC267,207$29.5M0.62%+20,42613F-HRTimeline
DT Investment Partners, LLC260,626$28.8M2.14%-8,26113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.256,064$28.2M<0.01%-91,90913F-HRTimelineGroup
Sanctuary Advisors, LLC249,200$27.5M0.13%+2,86413F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC242,040$26.7M1.3%-18,00413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…236,174$26.1M0.04%+1,03813F-HRTimelineGroup
XML Financial, LLC233,838$25.8M1.88%-3,71613F-HRTimeline
Cresset Asset Management, LLC230,088$25.4M0.09%-11,17213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.226,060$24.9M0.15%+2,64113F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC225,738$24.8M0.46%+14,44913F-HRTimeline
Texas Capital Bank Wealth Management Se…223,463$24.7M1.32%-19,15913F-HRTimeline
Focus Financial Network, Inc.217,178$24M0.74%-4,67713F-HRTimeline
AMARILLO NATIONAL BANK213,419$23.5M3.77%-86513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC209,499$23.1M0.28%-64913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC208,491$23M0.29%+6,92013F-HRTimeline
Legacy Advisors, LLC207,332$22.9M2.14%-4,76613F-HRTimeline
Copeland Capital Management, LLC201,371$22.2M0.46%new13F-HRTimeline
Wealthspire Advisors, LLC201,014$22.2M0.12%+2013F-HRTimeline
Ullmann Wealth Partners Group, LLC195,007$21.5M1.96%+3,32213F-HRTimeline
LJI Wealth Management, LLC192,587$21.2M2.98%-1,88213F-HRTimeline
Miller Investment Management, LP191,472$21.1M1.93%+3,19413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC189,598$20.9M1.2%+17,46813F-HRTimeline
BLAIR WILLIAM & CO/IL182,347$20.1M0.05%+16,04113F-HRTimeline
WHITTIER TRUST CO181,034$20M0.2%-1,18413F-HRTimeline
Argent Trust Co181,171$20M0.58%+19,05713F-HRTimeline
PFW Advisors LLC179,719$19.8M5.78%-1,64913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP178,556$19.7M1.38%+26,75013F-HRTimelineGroup
UNIQUE WEALTH, LLC174,962$19.3M2.25%+75713F-HRTimeline
Private Advisor Group, LLC171,792$19M0.09%+7,25713F-HRTimeline
Avidian Wealth Enterprises, LLC171,429$18.9M0.52%+98813F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC167,300$18.5M0.36%-81813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC166,906$18.4M0.38%+8,78013F-HRTimeline
BOKF, NAin group BOKF, NA166,518$18.4M0.25%-5,26713F-HRTimelineGroup
Verdence Capital Advisors LLC166,059$18.3M0.96%+1,51113F-HRTimeline
CULBERTSON A N & CO INC165,548$18.3M2.13%+88613F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA165,377$18.2M0.03%013F-HRTimelineGroup
PATTON FUND MANAGEMENT, INC.164,789$18.2M3.93%-4,63613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT162,746$18M0.25%+42513F-HRTimeline
Fox Financial, Inc157,843$17.4M12.13%-11913F-HRTimeline
WOODSTOCK CORP156,185$17.2M1.43%-3,70013F-HRTimeline
Bricktown Capital, LLC156,088$17.2M3.11%+3,82413F-HRTimeline
ALLIANCEBERNSTEIN L.P.176,016$17.1M0.01%+5,17113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO155,078$17.1M0.26%-9,90713F-HRTimeline
COUNTRY TRUST BANK154,911$17.1M0.3%-5,31613F-HRTimeline
Three Bridge Wealth Advisors, LLC151,759$16.7M4.19%+4,31313F-HRTimeline
SONATA CAPITAL GROUP INC149,744$16.5M5.33%-17,92913F-HRTimeline
Atlas Legacy Advisors, LLC149,304$16.4M2.43%+2,28813F-HRTimeline
&PARTNERS148,048$16.3M0.07%-36,32013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC144,997$16M0.02%+12,15013F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC144,542$15.9M0.48%+16,79013F-HRTimelineGroup
Perigon Wealth Management, LLC142,889$15.8M0.25%+9,73513F-HRTimeline
Private Wealth Asset Management, LLC137,589$15.2M1.46%-3,05813F-HRTimeline
49 WEALTH MANAGEMENT, LLC136,560$15.1M2.87%+130,83013F-HR/ATimeline
ALONGSIDE, LLC136,560$15.1M2.87%13F-HRTimeline
Prime Capital Investment Advisors, LLC136,456$15.1M0.15%+5,61613F-HRTimeline
Taylor & Morgan Wealth Management, LLC136,353$15M7.42%+8,61513F-HRTimeline
Krane Financial Solutions LLC130,220$14.4M8.84%-2,45813F-HRTimeline
BAILARD, INC.129,623$14.3M0.29%+35113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC128,033$14.1M0.22%new13F-HRTimeline
Heck Capital Advisors, LLC127,185$14M0.84%+1,95513F-HRTimeline
VestGen Advisors, LLC126,880$14M0.41%-102,02113F-HRTimeline
OLD NATIONAL BANCORP /IN/126,173$13.9M0.28%-6,05313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding124,085$13.7M-126,812Timeline
First National Trust Co122,161$13.5M0.46%+3,66613F-HRTimeline
Quantinno Capital Management LP117,817$13M0.02%+43,11213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.117,593$13M1.15%+4,57613F-HR/ATimeline
Washington Trust Bank115,234$12.7M0.89%-18,50713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEST BANCORPORATION INC114,958$12.7M5.42%+8,88213F-HRTimeline
STEPH & CO114,666$12.6M3.2%+2,82013F-HRTimeline
Vestmark Advisory Solutions, Inc.112,678$12.4M0.12%+101,92813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC110,909$12.2M0.09%-97613F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC110,233$12.2M9.09%-61313F-HRTimeline
Klaas Financial Asset Advisors, LLC109,325$12.1M1.5%+4,76113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.108,659$12M0.48%+64013F-HRTimelineGroup
BRIGHTON JONES LLC108,612$12M0.22%+15013F-HRTimeline
FIRST HORIZON CORP107,926$11.9M0.46%+1,87013F-HRTimeline
Meridian Wealth Management, LLC107,200$11.8M0.37%+1,56613F-HRTimeline
PROFFITT & GOODSON INC106,513$11.8M1.62%-1,52013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…105,466$11.6M0.96%-31,14513F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC103,033$11.4M0.21%+91,67513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA101,366$11.2M0.05%+1,06913F-HRTimelineGroup
EP Wealth Advisors, LLC98,544$10.9M0.04%+45,56513F-HRTimeline
Versant Capital Management, Inc98,453$10.9M0.97%+9913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC97,282$10.7M<0.01%+42,95613F-HRTimelineGroup
Rossmore Private Capital96,256$10.6M0.86%+7,13013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…96,204$10.6M0.87%-92613F-HRTimeline
Mullaney, Keating & Wright, Inc.95,838$10.6M5.11%+9213F-HRTimeline
Summit Trail Advisors, LLC95,682$10.6M0.13%-11,20613F-HRTimeline
Tanglewood Legacy Advisors, LLC93,523$10.3M3.33%+1,92813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC92,964$10.3M0.89%-29913F-HRTimeline
Haverford Trust Co91,549$10.1M0.09%+4,50613F-HRTimeline
Midwest Trust Co91,053$10M0.11%-11,36613F-HRTimeline
TRUST POINT INC.90,979$10M0.85%+18413F-HRTimeline
Savant Capital, LLC90,111$9.95M0.03%+8,24213F-HRTimeline
Plan Group Financial, LLC90,221$9.95M2.06%+3,32813F-HRTimeline
IEQ CAPITAL, LLC89,821$9.91M0.05%-45213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC89,684$9.89M0.01%+67,71013F-HRTimelineGroup