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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
TD PRIVATE CLIENT WEALTH LLC89,220$9.84M0.18%+7,14313F-HRTimeline
Hoxton Planning & Management, LLC88,997$9.82M2.56%-2,72813F-HRTimeline
Paragon Private Wealth Management, LLC86,740$9.57M2.5%-5913F-HRTimeline
NewEdge Wealth, LLC86,336$9.52M0.1%-3,03813F-HRTimeline
Independence Bank of Kentucky85,740$9.46M1.07%-3,55613F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC85,684$9.45M3.74%-10,07613F-HRTimeline
Campion Asset Management85,459$9.43M5.75%-67813F-HRTimeline
SIMON QUICK ADVISORS, LLC83,811$9.25M0.37%+8313F-HRTimeline
Summit Financial, LLC83,625$9.23M0.1%-3,21313F-HRTimeline
Arax Advisory Partners83,145$9.17M0.06%+55,94913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…82,621$9.11M0.22%+61,31913F-HRTimelineGroup
Fulton Bank, N.A.80,984$8.93M0.27%-3,50813F-HRTimeline
Bleakley Financial Group, LLC79,992$8.82M0.11%+2,04613F-HRTimeline
Sincerus Advisory, LLC79,958$8.82M5.99%+10413F-HRTimeline
Baron Financial Group, LLC79,767$8.8M4.2%+11,73113F-HRTimeline
BEAM WEALTH ADVISORS, INC.79,718$8.79M1.94%+2,41813F-HR/ATimeline
RWA WEALTH PARTNERS, LLC78,993$8.71M0.08%+4,49413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.77,983$8.6M0.28%-1,34813F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC74,452$8.21M0.36%+16,16313F-HRTimeline
Schneider Downs Wealth Management Advis…74,389$8.21M0.77%-3,24413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC74,321$8.2M0.2%-1,45013F-HRTimeline
DIVERSIFIED TRUST CO73,279$8.08M0.13%-19413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…73,002$8.05M0.1%-2,28013F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding73,114$8.04M+44,755Timeline
Aptus Capital Advisors, LLC72,602$8.01M0.06%+1,45913F-HRTimeline
FORTE ASSET MANAGEMENT LLC72,573$8.01M3.27%+39113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC72,488$8M0.7%+36213F-HRTimeline
Nadler Financial Group, Inc.71,732$7.91M0.67%+1,95013F-HRTimeline
Modera Wealth Management, LLC71,019$7.83M0.08%-6413F-HRTimeline
Baltimore-Washington Financial Advisors…70,907$7.82M0.29%-1,17913F-HRTimeline
Advisory Services Network, LLC70,874$7.82M0.09%+58113F-HRTimeline
Chesapeake Wealth Management70,111$7.73M2.17%+86913F-HRTimeline
Summit Wealth Partners, LLC69,625$7.68M1.09%-1,42613F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding69,514$7.67M+2,013Timeline
IFC Advisors LLC69,137$7.63M0.97%+7,93913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC68,472$7.55M0.05%+38013F-HRTimelineGroup
Dickmeyer Boyce Financial Management, I…68,403$7.55M3.91%+1,34613F-HRTimeline
FIRST MERCHANTS CORP68,099$7.51M0.26%-45113F-HRTimeline
Winthrop Partners - WNY, LLC67,816$7.48M3.7%-9413F-HRTimeline
One Capital Management, LLC76,746$7.46M0.21%013F-HRTimeline
Dorsey & Whitney Trust CO LLC67,503$7.45M0.36%+1,60013F-HRTimeline
Curi Capital, LLC67,297$7.42M0.11%+56713F-HRTimeline
Chicago Partners Investment Group LLC67,086$7.3M0.15%+1,79613F-HRTimeline
Strategic Financial Partners, Ltd.66,112$7.29M2.75%-20,04813F-HRTimeline
CITY HOLDING CO65,503$7.23M0.82%-2,51113F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…65,454$7.22M0.1%-1,80713F-HRTimelineGroup
CFM WEALTH PARTNERS LLC64,949$7.17M0.91%+2,39613F-HRTimeline
Westshore Wealth, LLC64,904$7.16M2.22%-42513F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding64,243$7.09M-2,345Timeline
WESBANCO BANK INC63,929$7.05M0.18%-4613F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding63,836$7.04M-3,680Timeline
Integrated Advisors Network LLC63,108$6.96M0.32%-37413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…62,488$6.89M0.19%-1,02313F-HRTimelineGroup
Integrated Wealth Concepts LLC62,032$6.84M0.03%+19,18313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …60,808$6.71M0.07%+9,62013F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.60,737$6.7M0.51%-27413F-HRTimeline
Sunburst Financial Group, LLC60,663$6.69M1.12%-59713F-HRTimeline
Orin Green Financial, LLC60,571$6.68M2.47%-1,35813F-HRTimeline
Global Retirement Partners, LLC60,422$6.67M0.1%13F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…60,023$6.62M0.89%-7,13513F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC59,452$6.56M0.67%-6613F-HRTimeline
New England Private Wealth Advisors LLC59,712$6.53M0.63%+1813F-HRTimeline
MATRIX ASSET ADVISORS INC/NY59,093$6.52M0.53%-47813F-HRTimeline
SageView Advisory Group, LLC58,609$6.47M0.21%+3,01513F-HRTimeline
Prosperity Consulting Group, LLC58,210$6.42M0.24%-53713F-HRTimeline
St. Johns Investment Management Company…57,433$6.34M2.4%-31013F-HRTimeline
Smith Thornton Advisors LLC57,271$6.29M2.77%+4,68113F-HRTimeline
Sound View Wealth Advisors Group, LLC56,915$6.28M0.39%+11313F-HRTimeline
Carl P. Sherr & Co., LLC56,679$6.25M2.62%+83113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…56,528$6.24M0.03%-69913F-HRTimelineGroup
Goldstone Financial Group, LLC56,396$6.22M0.57%-2,35513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.56,124$6.19M0.37%-17313F-HRTimeline
HANCOCK WHITNEY CORP55,880$6.16M0.1%-53113F-HRTimeline
Kingsview Wealth Management, LLC55,749$6.15M0.07%+9,37513F-HRTimeline
NTV Asset Management LLC55,047$6.07M0.59%+24513F-HRTimeline
TUDOR INVESTMENT CORP ET AL54,868$6.05M0.02%+43,83313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…54,356$6M0.51%13F-HRTimelineGroup
Cornerstone Wealth Group, LLC54,236$5.98M0.36%-1,16713F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP54,127$5.97M3.29%-18513F-HRTimelineGroup
Gryphon Financial Partners LLC53,625$5.92M0.52%+1,82613F-HRTimeline
Smith & Howard Wealth Management, LLC53,269$5.88M1.21%-1,72013F-HRTimeline
Acropolis Investment Management, LLC52,811$5.83M0.23%-1,36513F-HR/ATimeline
Centennial Bank/AR/in group Centennial Bank/AR/52,788$5.82M1.87%+2,51313F-HRTimelineGroup
Canopy Partners, LLC51,719$5.71M1.72%+15013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.51,547$5.69M0.06%-10413F-HRTimelineGroup
MYCIO WEALTH PARTNERS, LLC49,815$5.5M1.03%+8613F-HRTimeline
LPWM LLC49,499$5.46M1.21%+1713F-HRTimeline
FDx Advisors, Inc.49,071$5.41M1.63%-1,51113F-HRTimeline
Whitegate Investment Counselors, Inc.48,661$5.37M1.53%+7213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…48,554$5.36M0.03%-4,09513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,098$5.31M<0.01%+24,47613F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.47,200$5.21M0.32%-93413F-HRTimelineGroup
HB Wealth Management, LLC47,181$5.21M0.03%+1,96313F-HRTimeline
Turtle Creek Wealth Advisors, LLC45,810$5.05M0.27%-4,35213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/45,661$5.04M0.42%-75313F-HRTimeline
IHT Wealth Management, LLC45,637$5.03M0.11%+22113F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC45,318$5M0.61%+8,39913F-HRTimeline
Bedel Financial Consulting, Inc.44,786$4.94M0.47%+1,89113F-HRTimeline
Legacy Trust44,570$4.92M0.87%+1,59013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…44,158$4.87M0.1%+9,96213F-HRTimelineGroup
Triumph Capital Management43,905$4.84M0.88%-16,09713F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…43,860$4.84M0.09%+313F-HRTimelineGroup
CHOREO, LLC43,505$4.8M0.05%-2,02413F-HRTimeline
DAVIDSON TRUST CO43,063$4.75M1.85%-1,37913F-HRTimeline
Sequoia Financial Advisors, LLC42,875$4.73M0.02%-31213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC42,013$4.63M<0.01%-6013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC41,945$4.63M0.13%-1,31513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…41,859$4.62M0.11%-92613F-HRTimelineGroup
St. Louis Trust Co16,660$4.61M0.56%013F-HRTimeline
Commerce Advisors, LLC41,410$4.57M2.48%+37,54013F-HRTimeline
Ballentine Partners, LLC41,254$4.55M0.06%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC40,546$4.47M<0.01%-62,85013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.40,338$4.45M1.62%+1,38213F-HRTimeline
Northwest Wealth Advisors, LLC39,833$4.39M2.52%+96113F-HRTimeline
Bucket List Wealth Management, LLC39,629$4.37M2.15%-29,02213F-HRTimeline
Asset Management Group, Inc.38,863$4.29M0.63%-73713F-HRTimeline
Farther Finance Advisors, LLC38,510$4.25M0.03%+1,85413F-HRTimeline
Advisory Resource Group38,299$4.23M0.64%+31,64613F-HRTimeline
Elyxium Wealth, LLC38,238$4.22M0.44%-2,43513F-HRTimeline
COURIER CAPITAL LLC38,200$4.21M0.21%+2,40813F-HRTimeline
Daner Wealth Management, LLC36,612$4.2M2.28%-89713F-HRTimeline
Financial Engines Advisors L.L.C.37,624$4.15M0.01%-40313F-HRTimeline
Orion Porfolio Solutions, LLC37,552$4.14M0.03%-9,57213F-HRTimeline
DAVENPORT & Co LLC37,166$4.1M0.02%+12,79713F-HRTimeline
PRIVATE TRUST CO NA36,996$4.08M0.33%-2,08013F-HRTimeline
Samalin Investment Counsel, LLC36,785$4.06M1.3%-19513F-HRTimeline
SOA Wealth Advisors, LLC.36,764$4.06M0.68%+6,76413F-HRTimeline
ASPIRIANT, LLC36,742$4.05M0.1%-18613F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC36,717$4.05M2.65%+3,91513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC36,697$4.05M0.03%-8,49913F-HRTimeline
SMITH, MOORE & CO.36,616$4.04M0.26%+2,47413F-HRTimeline
Conservest Capital Advisors, Inc.36,610$4.04M0.32%-14,81113F-HRTimeline
FCA CORP /TX36,437$4.02M0.99%+50713F-HRTimeline
Sigma Planning Corp36,363$4.01M0.1%+3,05913F-HRTimeline
Prospera Financial Services Inc36,265$4M0.06%+82213F-HRTimeline
Linscomb Wealth, Inc.36,105$3.98M0.17%+17,96013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management36,087$3.98M0.12%-52213F-HRTimelineGroup
Elgethun Capital Management35,515$3.92M0.55%013F-HRTimeline
Fort Point Capital Partners LLC35,402$3.91M0.42%+25013F-HRTimeline
J.W. COLE ADVISORS, INC.35,382$3.9M0.07%new13F-HRTimeline
Fund Evaluation Group, LLC35,293$3.89M0.11%013F-HRTimeline
MATHER GROUP, LLC.35,265$3.89M0.03%-14613F-HRTimeline
Arkadios Wealth Advisors34,986$3.86M0.06%+1,33313F-HRTimeline
LANARK FINANCIAL, INC.34,782$3.84M0.26%-12613F-HRTimeline
TWO SIGMA SECURITIES, LLC34,725$3.83M0.33%new13F-HRTimeline
NVWM, LLC34,431$3.8M0.77%-1,00013F-HRTimeline
GTS SECURITIES LLC33,935$3.74M0.08%new13F-HRTimeline
Sowell Financial Services LLC33,915$3.74M0.12%+2,87613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC33,718$3.72M0.07%+3,15813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC33,625$3.71M0.37%+3,29813F-HRTimeline
Gladstone Institutional Advisory LLC33,475$3.69M0.12%-46913F-HRTimeline
Pathway Financial Advisors LLC33,355$3.68M0.43%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp33,194$3.66M0.15%-2,60713F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.33,074$3.65M1.76%-1,74513F-HRTimeline
GAMMA Investing LLC32,487$3.58M0.13%+2,67813F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC32,289$3.56M0.16%-2,44413F-HRTimeline
Geneos Wealth Management Inc.31,816$3.51M0.07%-32513F-HRTimeline
Vigilare Wealth Management31,748$3.5M1.07%+4,91913F-HRTimeline
OneDigital Investment Advisors LLC31,676$3.49M0.03%-6,91813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC31,539$3.48M0.26%-2,65713F-HRTimeline
HUB Investment Partners, LLC31,537$3.48M0.06%+1,81513F-HRTimeline
Finley Financial, LLC31,495$3.47M1.4%013F-HRTimeline
Narus Financial Partners, LLC31,478$3.47M0.89%+89813F-HRTimeline
Richard P Slaughter Associates Inc31,360$3.46M0.69%-1,78613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC31,264$3.45M1.04%-1,03113F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…31,160$3.44M<0.01%+8,59613F-HRTimelineGroup
Summit Financial Strategies, Inc.31,156$3.44M0.24%+113F-HRTimeline
RFG - Bristol Wealth Advisors, LLC31,052$3.43M0.83%+67313F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC31,000$3.42M0.04%013F-HRTimelineGroup
FAS Wealth Partners, Inc.30,827$3.4M0.18%+51713F-HRTimeline
Procyon Advisors, LLC30,818$3.4M0.15%-1,39213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP30,745$3.39M0.04%+1,54113F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV30,642$3.38M0.67%-27413F-HRTimeline
GREENLEAF TRUST30,587$3.37M0.03%-1,23513F-HRTimeline
Continuum Advisory, LLC30,429$3.36M0.27%+1,06013F-HRTimeline
Evercore Wealth Management, LLC30,240$3.34M0.05%+8013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC30,033$3.31M1.66%+1,88213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC29,899$3.3M<0.01%+1,15013F-HRTimelineGroup
JSF Financial, LLC29,848$3.29M0.53%+2,82713F-HRTimeline
Valmark Advisers, Inc.29,734$3.28M0.03%+213F-HRTimeline
World Investment Advisors33,305$3.26M0.05%-77913F-HRTimeline
GRANVILLE CAPITAL, INC.29,465$3.25M1.45%-2,15513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC29,363$3.24M0.04%+19413F-HRTimelineGroup
KKM Financial LLC29,263$3.23M0.44%-38813F-HRTimeline
Americana Partners, LLC28,601$3.16M0.07%+7,84113F-HRTimeline
Pasadena Private Wealth, LLC28,500$3.14M0.4%013F-HRTimeline
FIRST UNITED BANK & TRUST28,495$3.14M0.9%-18013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC28,435$3.14M0.09%+2813F-HRTimeline
PFG Advisors28,394$3.13M0.16%+80513F-HRTimeline
COZAD ASSET MANAGEMENT INC28,370$3.13M0.2%-38013F-HRTimeline
Trivium Point Advisory, LLC28,043$3.09M0.28%+3,53613F-HRTimeline
Councilor Wealth, LLC28,043$3.09M1.25%013F-HRTimeline
Frank, Rimerman Advisors LLC27,725$3.06M0.17%+3013F-HRTimeline
McKinley Carter Wealth Services, Inc.27,654$3.05M0.16%-1,30513F-HRTimeline
Paller Financial Services Inc27,615$3.05M2.28%+4,60013F-HRTimeline
Wealthfront Advisers LLC27,518$3.04M0.01%-81913F-HRTimeline
HT Partners LLC26,956$2.97M0.82%013F-HRTimeline
Brick & Kyle, Associates30,444$2.96M0.98%013F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding26,611$2.94M-266Timeline
Resonant Capital Advisors, LLC26,391$2.91M0.14%013F-HRTimeline