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Disclosery

IWR ISHARES TR

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SHS (fund)

1,399 managers (1,415 13F filers) reported a position in IWR shares at 2024-12-31, 359,232,316 shares in all. 96 filers opened a position and 55 filers sold out during the quarter.

Managers
1,399
13F filers
1,415
New
96
Added
471
Reduced
404
Sold out
55
Shares held by filers
359,232,316

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Fulton Bank, N.A.82,131$7.26M0.28%-3,49913F-HRTimeline
FIRST MERCHANTS CORP81,418$7.2M0.28%-75713F-HRTimeline
EARNEST PARTNERS LLC81,227$7.18M0.03%+68,19913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.80,983$7.16M0.39%-284,95013F-HR/ATimelineGroup
DAVENPORT & Co LLC80,050$7.08M0.04%+56,32313F-HRTimeline
Cornerstone Wealth Group, LLC78,248$6.92M0.57%+2,09813F-HRTimeline
Atria Wealth Solutions, Inc.77,927$6.89M0.08%+13,48313F-HRTimeline
Bleakley Financial Group, LLC77,578$6.86M0.21%-2,56313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC77,524$6.85M0.22%-3113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHOREO, LLC77,379$6.84M0.1%+13,40413F-HRTimeline
IEQ CAPITAL, LLC76,617$6.77M0.07%-48113F-HRTimeline
NewEdge Wealth, LLC76,181$6.73M0.12%-1,12813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.75,609$6.68M0.71%+16,51513F-HRTimeline
Schneider Downs Wealth Management Advis…75,368$6.66M1.25%-99613F-HRTimeline
GREENLEAF TRUST75,016$6.63M0.06%-1,15613F-HRTimeline
Canopy Partners, LLC74,952$6.63M2.53%-2,94513F-HRTimeline
IFC Advisors LLC74,583$6.59M1.44%13F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…73,356$6.49M1.33%-29313F-HRTimelineGroup
CITY HOLDING CO72,905$6.44M0.91%+6,18313F-HRTimeline
IRIDIAN ASSET MANAGEMENT LLC/CT72,500$6.41M1.71%new13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding72,200$6.38M+30Timeline
Westshore Wealth, LLC72,009$6.37M2.58%+10513F-HRTimeline
Heck Capital Advisors, LLC71,561$6.33M0.73%+53,93413F-HR/ATimeline
Aptus Capital Advisors, LLC71,322$6.3M0.08%-81913F-HRTimeline
FORTE ASSET MANAGEMENT LLC70,325$6.22M3.3%-8,75113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC69,900$6.18M0.01%+60,40013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC69,651$6.16M0.67%+48013F-HRTimeline
Chesapeake Wealth Management69,484$6.14M2.11%-35213F-HRTimeline
CFM WEALTH PARTNERS LLC68,801$6.08M1.03%-78013F-HRTimeline
Nadler Financial Group, Inc.68,618$6.07M0.64%+71513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding67,998$6.01M-1,872Timeline
CITIGROUP INCin group CITIGROUP INC67,678$5.98M0.01%+6,30513F-HRTimelineGroup
SHELTON WEALTH MANAGEMENT, LLC67,129$5.93M3.25%-5,48113F-HRTimeline
One Capital Management, LLC66,589$5.89M0.19%+2,06613F-HRTimeline
Modera Wealth Management, LLC65,309$5.77M0.07%+2,34713F-HRTimeline
BEAM WEALTH ADVISORS, INC.64,942$5.74M1.82%-2,32713F-HRTimeline
Sincerus Advisory, LLC64,861$5.73M6.15%13F-HRTimeline
Paragon Private Wealth Management, LLC64,784$5.73M2.64%+5,99713F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC64,500$5.7M1.32%+2,07113F-HRTimeline
TCV Trust & Wealth Management, Inc.63,844$5.64M0.52%-25813F-HRTimeline
Sound View Wealth Advisors Group, LLC63,499$5.61M0.45%+27013F-HRTimeline
Sunburst Financial Group, LLC61,946$5.48M1.35%-1,30913F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP61,758$5.46M3.68%13F-HRTimelineGroup
Sachetta, LLC61,567$5.44M2.15%+113F-HRTimeline
FineMark National Bank & Trust60,870$5.38M0.19%-78713F-HRTimeline
Acropolis Investment Management, LLC60,822$5.38M0.32%+3013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC60,817$5.38M0.01%-13,27513F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC60,528$5.35M0.79%+11713F-HRTimeline
WESBANCO BANK INC60,482$5.35M0.18%+3413F-HRTimeline
FDx Advisors, Inc.59,882$5.29M1.55%-3,60213F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.59,409$5.25M0.43%-49813F-HRTimeline
Triumph Capital Management59,120$5.23M1.79%-41613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…59,044$5.22M0.04%+96813F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…58,062$5.13M0.05%-13113F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…57,964$5.12M0.21%+2,07213F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC57,682$5.1M1.18%-34213F-HRTimeline
Pinnacle Financial Partners Inc56,882$5.02M0.1%+2,26513F-HRTimeline
New England Private Wealth Advisors LLC56,676$5.01M0.79%+41713F-HRTimeline
NorthCoast Asset Management LLC56,567$5M0.02%+1,54613F-HR/ATimeline
Conservest Capital Advisors, Inc.56,333$4.98M0.51%-4,11713F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…56,129$4.96M0.49%-30313F-HRTimelineGroup
NTV Asset Management LLC55,898$4.94M0.65%+44013F-HRTimeline
Sabal Trust CO55,412$4.9M0.28%+71013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT54,821$4.85M0.04%+42,42813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC54,779$4.84M0.03%+413F-HRTimeline
Baron Financial Group, LLC54,700$4.84M3%+17013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY54,406$4.81M0.53%+4,46713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.52,152$4.8M0.23%-10,07313F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…53,857$4.76M0.09%+16,97513F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.53,586$4.74M0.16%-10,08813F-HRTimeline
Curi Capital, LLC53,270$4.71M0.11%-31613F-HRTimeline
Ballentine Partners, LLC52,647$4.65M0.08%-3,83113F-HRTimeline
Dorsey & Whitney Trust CO LLC52,599$4.65M0.26%+35,07813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/52,067$4.6M0.6%013F-HRTimeline
COUNTRY CLUB BANK51,690$4.57M0.31%-2,63613F-HRTimeline
St. Johns Investment Management Company…50,965$4.51M2.1%+2,93013F-HRTimeline
NVWM, LLC49,246$4.35M1.1%+7,34813F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …49,013$4.33M0.25%-9013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.48,850$4.32M2.4%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.48,807$4.31M0.06%-2,76013F-HRTimelineGroup
Carl P. Sherr & Co., LLC48,399$4.28M2.25%+82413F-HRTimeline
Goodwin Investment Advisory49,356$4.24M2.22%-183,55813F-HRTimeline
Merit Financial Group, LLC45,947$4.06M0.07%+15,24513F-HRTimeline
MYCIO WEALTH PARTNERS, LLC45,661$4.04M0.97%+10213F-HRTimeline
Whitegate Investment Counselors, Inc.45,599$4.03M1.38%-83513F-HRTimeline
BG Investment Services, LLC45,423$4.02M4.04%13F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.45,379$4.01M0.37%-6,63813F-HRTimelineGroup
Financial Engines Advisors L.L.C.45,087$3.99M0.01%-6,44413F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp44,893$3.97M0.01%-34413F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO44,719$3.95M0.94%+1,33213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…44,222$3.91M0.12%+1,99013F-HRTimelineGroup
DAVIDSON TRUST CO42,971$3.8M1.95%013F-HRTimeline
LPWM LLC42,945$3.8M1.22%+1,02313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC42,652$3.77M0.11%-86913F-HRTimeline
Integrated Advisors Network LLC42,305$3.74M0.18%-71813F-HRTimeline
Integrated Wealth Concepts LLC42,155$3.73M0.04%+2,98413F-HRTimeline
IHT Wealth Management, LLC41,909$3.7M0.12%-1,36613F-HRTimeline
Gryphon Financial Partners LLC41,707$3.69M0.53%+4,67213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC41,657$3.68M0.92%-77513F-HRTimelineGroup
Smith & Howard Wealth Management, LLC41,610$3.68M1.04%-1,18613F-HRTimeline
Sequoia Financial Advisors, LLC41,510$3.67M0.04%-4,70513F-HR/ATimeline
DT Investment Partners, LLC41,498$3.67M0.31%-44613F-HRTimeline
SAXON INTERESTS, INC.41,091$3.63M1.6%+21,47513F-HRTimeline
FINANCIAL COUNSELORS INC40,729$3.6M0.05%+1,42513F-HRTimeline
Daner Wealth Management, LLC38,719$3.6M2.64%13F-HRTimeline
Asset Management Group, Inc.40,256$3.56M0.63%-52613F-HRTimeline
HB Wealth Management, LLC39,550$3.5M0.04%+4,14013F-HRTimeline
ASPIRIANT, LLC39,454$3.49M0.13%+3,07513F-HRTimeline
ABLE Financial Group, LLC39,314$3.48M1.03%-63,64113F-HRTimeline
Asset Allocation Strategies LLC37,977$3.47M0.84%+10613F-HRTimeline
Sandy Spring Bank39,173$3.46M0.14%+9713F-HRTimeline
Nvest Financial, LLC38,933$3.44M1.75%+22313F-HRTimeline
Brick & Kyle, Associates38,769$3.43M1.46%+37013F-HRTimeline
QUADRANT CAPITAL GROUP LLC38,656$3.42M0.24%-1,19513F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co38,593$3.41M0.29%+1,20013F-HRTimelineGroup
Bedel Financial Consulting, Inc.36,765$3.4M0.47%+7,61413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management38,419$3.4M0.11%-62313F-HRTimelineGroup
Fort Point Capital Partners LLC38,351$3.39M0.38%-2,81513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC36,812$3.25M0.21%+14,04113F-HRTimeline
Global Retirement Partners, LLC36,663$3.24M0.09%-22,86813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC36,599$3.24M0.25%-23313F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC35,795$3.16M0.09%+55813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/35,750$3.16M1.49%+14813F-HRTimelineGroup
LAKE STREET ADVISORS GROUP, LLC35,726$3.16M0.15%013F-HRTimeline
Legacy Edge Advisors, LLC35,664$3.15M0.5%+2,36513F-HRTimeline
Elgethun Capital Management35,575$3.14M0.76%+313F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC35,573$3.14M0.18%+213F-HRTimeline
Finley Financial, LLC34,485$3.11M1.62%13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.35,200$3.11M1.53%+713F-HRTimeline
FCA CORP /TX35,142$3.11M0.97%+34613F-HRTimeline
EP Wealth Advisors, LLC34,906$3.09M0.03%+1,88113F-HRTimeline
St. Clair Advisors, LLC34,811$3.08M0.88%+11,82713F-HRTimeline
Procyon Advisors, LLC34,476$3.05M0.19%+14,93613F-HRTimeline
Marquette Asset Management, LLC34,381$3.04M0.5%-16713F-HRTimeline
CHAPIN DAVIS, INC.34,461$3.04M0.99%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP34,030$3.01M0.04%+23713F-HRTimeline
Gladstone Institutional Advisory LLC33,548$2.97M0.14%+31313F-HRTimeline
Prospera Financial Services Inc33,497$2.96M0.07%+5,77713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.33,266$2.94M0.19%-11013F-HRTimelineGroup
Kingsview Wealth Management, LLC32,903$2.91M0.06%+6,13613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC32,881$2.91M0.09%-1,40013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd32,851$2.9M0.06%new13F-HRTimelineGroup
MIDDLETON & CO INC/MA32,798$2.9M0.32%-82413F-HRTimeline
Motiv8 Investments LLC32,763$2.9M2.03%+1,81213F-HRTimeline
TFB Advisors LLC32,542$2.88M0.82%+44713F-HRTimeline
Samalin Investment Counsel, LLC32,312$2.86M1.23%+1,93813F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc32,303$2.86M1.77%13F-HRTimeline
COURIER CAPITAL LLC32,280$2.85M0.2%-13813F-HRTimeline
Evercore Wealth Management, LLC32,197$2.85M0.04%-3,02813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC31,972$2.83M0.53%+8,30813F-HRTimeline
Guardian Wealth Advisors, LLC31,680$2.8M1.79%-4,83513F-HRTimeline
KKM Financial LLC30,374$2.79M1.16%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC31,380$2.77M0.17%-75913F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV31,135$2.75M0.75%+113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC31,002$2.74M<0.01%-1,06013F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC31,000$2.74M0.03%013F-HRTimelineGroup
NorthRock Partners, LLC30,723$2.72M0.09%-3,31913F-HR/ATimeline
FIRST UNITED BANK & TRUST30,634$2.71M0.98%013F-HRTimeline
Geneos Wealth Management Inc.30,591$2.7M0.09%+40713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp30,538$2.7M0.18%-17513F-HRTimelineGroup
Sowell Financial Services LLC30,223$2.67M0.14%+2,37113F-HRTimeline
Orion Porfolio Solutions, LLC30,076$2.66M0.03%+2,39913F-HRTimeline
Orion Portfolio Solutions, LLC30,076$2.66M0.03%+2,39913F-HRTimeline
Lee, Kelleher & Klein Wealth Management29,999$2.65M1.89%13F-HRTimeline
Gilman Hill Asset Management, LLC29,930$2.65M0.46%-7,33513F-HRTimeline
COZAD ASSET MANAGEMENT INC29,881$2.64M0.25%+3013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…29,850$2.64M0.36%013F-HRTimelineGroup
Advisory Services Network, LLC29,841$2.64M0.05%-1,03513F-HRTimeline
FAS Wealth Partners, Inc.29,834$2.64M0.22%-57713F-HRTimeline
J.W. COLE ADVISORS, INC.29,747$2.63M0.11%-2,50613F-HRTimeline
Pathway Financial Advisors LLC29,669$2.62M0.6%-27513F-HRTimeline
HUB Investment Partners, LLC29,181$2.58M0.11%013F-HRTimeline
Denver PWM, LLC28,999$2.56M0.99%-92213F-HRTimeline
Frank, Rimerman Advisors LLC28,707$2.54M0.18%-14213F-HRTimeline
Chicago Partners Investment Group LLC28,455$2.53M0.08%-3513F-HRTimeline
Pasadena Private Wealth, LLC28,500$2.52M0.52%013F-HRTimeline
JSF Financial, LLC28,393$2.51M0.67%-64713F-HRTimeline
Summit Financial Strategies, Inc.28,384$2.51M0.28%-23013F-HRTimeline
SOA Wealth Advisors, LLC.28,381$2.51M0.46%+1,45213F-HR/ATimeline
BLKBRD Asset Management, LP28,270$2.5M11.65%13F-HRTimeline
SMITH, MOORE & CO.28,115$2.49M0.23%+25613F-HRTimeline
Councilor Wealth, LLC28,043$2.48M1.18%013F-HRTimeline
DAGCO, INC.27,592$2.44M0.81%-1,27213F-HRTimeline
DOVER ADVISORS, LLC27,175$2.4M1.38%+1,05513F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding27,092$2.4MnewTimeline
HT Partners LLC26,956$2.38M0.81%013F-HRTimeline
PRIVATE TRUST CO NA26,911$2.38M0.24%-6613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC26,888$2.38M0.32%+32313F-HRTimeline
Valmark Advisers, Inc.26,790$2.37M0.04%-75213F-HRTimeline
McKinley Carter Wealth Services, Inc.26,726$2.36M0.14%-5313F-HRTimeline
MATHER GROUP, LLC.26,616$2.35M0.03%+71513F-HRTimeline
Valeo Financial Advisors, LLC26,433$2.34M0.07%+1,06213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC26,153$2.31M0.22%-26313F-HRTimeline
Resonant Capital Advisors, LLC26,023$2.3M0.17%013F-HRTimeline
Chesley Taft & Associates LLC25,944$2.29M0.11%-5013F-HRTimeline
Busey Bank25,854$2.29M0.08%-53413F-HRTimeline
Evensky & Katz LLC25,695$2.27M0.15%+8113F-HRTimeline
Grove Bank & Trust25,600$2.26M0.31%013F-HRTimeline
Goelzer Investment Management, Inc.25,577$2.26M0.13%-2413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,515$2.26M0.05%+2,41113F-HRTimelineGroup