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Disclosery

IWR ISHARES TR

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SHS (fund)

1,363 managers (1,377 13F filers) reported a position in IWR shares at 2025-03-31, 374,319,288 shares in all. 77 filers opened a position and 102 filers sold out during the quarter.

Managers
1,363
13F filers
1,377
New
77
Added
435
Reduced
491
Sold out
102
Shares held by filers
374,319,288

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Savant Capital, LLCin group Savant Capital, LLC80,686$6.86M0.06%-3,94713F-HR/ATimelineGroup
EVOKE WEALTH, LLC80,482$6.85M0.18%-7,23713F-HRTimeline
Rossmore Private Capital80,239$6.83M0.84%-3,51213F-HRTimeline
Paragon Private Wealth Management, LLC79,226$6.74M3.13%+14,44213F-HRTimeline
CONNING INC.in group CONNING INC.79,001$6.72M0.24%-64,03413F-HRTimelineGroup
FIRST MERCHANTS CORP78,480$6.68M0.27%-2,93813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC77,427$6.59M0.01%+16,61013F-HRTimelineGroup
CHOREO, LLC76,835$6.54M0.1%-54413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC76,302$6.49M0.23%-1,22213F-HRTimeline
Bleakley Financial Group, LLC75,865$6.45M0.21%-1,71313F-HRTimeline
Schneider Downs Wealth Management Advis…75,382$6.41M1.16%+1413F-HRTimeline
CITY HOLDING CO74,175$6.31M0.89%+1,27013F-HRTimeline
IFC Advisors LLC73,627$6.26M1.31%-95613F-HRTimeline
Cornerstone Wealth Group, LLC72,883$6.2M0.51%-5,36513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding72,764$6.19M+564Timeline
FORTE ASSET MANAGEMENT LLC72,553$6.17M3.11%+2,22813F-HRTimeline
Heck Capital Advisors, LLC72,033$6.13M0.69%+47213F-HRTimeline
Turtle Creek Wealth Advisors, LLC71,749$6.1M0.91%+14,06713F-HRTimeline
Aptus Capital Advisors, LLC71,266$6.06M0.07%-5613F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…70,479$6M1.16%-2,87713F-HR/ATimelineGroup
CARRET ASSET MANAGEMENT, LLC70,313$5.98M0.68%+66213F-HRTimeline
Pinnacle Financial Partners Inc68,668$5.92M0.12%+11,78613F-HRTimeline
Nadler Financial Group, Inc.69,053$5.87M0.65%+43513F-HRTimeline
CFM WEALTH PARTNERS LLC68,812$5.85M1.03%+1113F-HRTimeline
Westshore Wealth, LLC68,769$5.85M2.47%-3,24013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding68,016$5.79M+18Timeline
Sincerus Advisory, LLC66,394$5.65M5.96%+1,53313F-HRTimeline
Chesapeake Wealth Management66,340$5.64M2.01%-3,14413F-HRTimeline
Geneos Wealth Management Inc.65,588$5.58M0.08%+34,99713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…65,337$5.56M0.05%+7,27513F-HRTimelineGroup
FINANCIAL COUNSELORS INC64,849$5.52M0.08%+24,12013F-HRTimeline
Orin Green Financial, LLC69,076$5.43M2.56%new13F-HRTimeline
Modera Wealth Management, LLC63,641$5.41M0.07%-1,66813F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC63,563$5.41M3.09%-3,56613F-HRTimeline
Atria Wealth Solutions, Inc.63,465$5.4M0.07%-14,46213F-HRTimeline
BEAM WEALTH ADVISORS, INC.63,212$5.38M1.81%-1,73013F-HRTimeline
TCV Trust & Wealth Management, Inc.62,437$5.31M0.49%-1,40713F-HRTimeline
Sound View Wealth Advisors Group, LLC62,323$5.3M0.44%-1,17613F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC62,269$5.3M1.36%-2,23113F-HR/ATimeline
Sachetta, LLC61,903$5.27M2.16%+33613F-HRTimeline
Canopy Partners, LLC61,753$5.25M2.05%-13,19913F-HRTimeline
Sunburst Financial Group, LLC61,657$5.25M1.29%-28913F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP61,543$5.24M3.51%-21513F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC60,553$5.15M0.8%+2513F-HRTimeline
WESBANCO BANK INC60,056$5.11M0.18%-42613F-HRTimeline
Triumph Capital Management59,837$5.09M1.7%+71713F-HRTimeline
FineMark National Bank & Trust59,776$5.09M0.19%-1,09413F-HRTimeline
OneDigital Investment Advisors LLC59,448$5.06M0.06%+41,21213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…58,173$4.95M0.1%+4,31613F-HRTimelineGroup
Baron Financial Group, LLC58,129$4.95M3.11%+3,42913F-HRTimeline
Acropolis Investment Management, LLC57,596$4.9M0.29%-3,22613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…57,478$4.89M0.04%-1,56613F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.57,460$4.89M0.4%-1,94913F-HRTimeline
MATRIX ASSET ADVISORS INC/NY57,382$4.88M0.54%+2,97613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…57,332$4.88M0.2%-63213F-HRTimelineGroup
New England Private Wealth Advisors LLC56,848$4.84M0.75%+17213F-HRTimeline
Conservest Capital Advisors, Inc.56,382$4.8M0.5%+4913F-HRTimeline
NTV Asset Management LLC55,928$4.76M0.63%+3013F-HRTimeline
Chicago Partners Investment Group LLC55,577$4.76M0.16%+27,12213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…55,596$4.73M0.47%-53313F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC55,446$4.72M0.03%+66713F-HRTimeline
St. Johns Investment Management Company…54,686$4.65M2.3%+3,72113F-HRTimeline
Fort Point Capital Partners LLC54,402$4.63M0.52%+16,05113F-HRTimeline
FDx Advisors, Inc.54,334$4.62M1.5%-5,54813F-HRTimeline
Sabal Trust CO54,197$4.61M0.26%-1,21513F-HRTimeline
NorthCoast Asset Management LLC53,424$4.54M0.02%-3,14313F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…52,830$4.49M0.01%new13F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/52,067$4.43M0.59%013F-HRTimeline
Dorsey & Whitney Trust CO LLC51,526$4.38M0.25%-1,07313F-HRTimeline
COUNTRY CLUB BANK51,690$4.37M0.29%013F-HRTimeline
B. Riley Wealth Advisors, Inc.50,654$4.31M0.13%-2,93213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.50,460$4.29M0.21%-1,69213F-HRTimelineGroup
Carl P. Sherr & Co., LLC50,222$4.27M2.34%+1,82313F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …49,013$4.17M0.24%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.48,931$4.16M0.06%+12413F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.48,723$4.14M2.21%-12713F-HRTimeline
Smith Thornton Advisors LLC47,048$4M2.49%+25,74213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC46,732$3.98M0.11%+4,08013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC45,747$3.89M0.92%+8613F-HRTimeline
Whitegate Investment Counselors, Inc.45,570$3.88M1.38%-2913F-HRTimeline
Ballentine Partners, LLC45,537$3.87M0.07%-7,11013F-HRTimeline
Sequoia Financial Advisors, LLC45,490$3.87M0.03%+3,98013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.45,078$3.83M0.35%-30113F-HRTimelineGroup
Smith & Howard Wealth Management, LLC44,929$3.82M1.04%+3,31913F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp44,542$3.79M0.01%-35113F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO44,069$3.75M0.9%-65013F-HRTimeline
DT Investment Partners, LLC43,825$3.73M0.36%+2,32713F-HRTimeline
HB Wealth Management, LLC43,695$3.72M0.03%+4,14513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…43,563$3.71M0.12%-65913F-HRTimelineGroup
NVWM, LLC42,951$3.65M0.97%-6,29513F-HRTimeline
DAVIDSON TRUST CO42,914$3.65M1.74%-5713F-HRTimeline
Gryphon Financial Partners LLC42,746$3.64M0.52%+1,03913F-HRTimeline
Integrated Advisors Network LLC42,729$3.63M0.18%+42413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC42,557$3.62M0.93%+90013F-HRTimelineGroup
Integrated Wealth Concepts LLC42,381$3.61M0.04%+22613F-HRTimeline
LPWM LLC42,081$3.58M1.15%-86413F-HRTimeline
IHT Wealth Management, LLC41,680$3.56M0.11%-22913F-HRTimeline
LANARK FINANCIAL, INC.40,594$3.45M0.29%+40,55413F-HRTimeline
SCS Capital Management LLC40,573$3.45M0.04%new13F-HR/ATimeline
Asset Management Group, Inc.40,193$3.42M0.63%-6313F-HRTimeline
Financial Engines Advisors L.L.C.39,593$3.37M0.01%-5,49413F-HRTimeline
ASPIRIANT, LLC39,454$3.36M0.12%013F-HRTimeline
SAXON INTERESTS, INC.39,374$3.35M1.57%-1,71713F-HRTimeline
Sandy Spring Bank39,251$3.34M0.14%+7813F-HRTimeline
Merit Financial Group, LLC38,594$3.28M0.05%-7,35313F-HRTimeline
Brick & Kyle, Associates38,832$3.27M1.5%+6313F-HRTimeline
EP Wealth Advisors, LLC38,202$3.25M0.03%+3,29613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management38,062$3.24M0.1%-35713F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/38,046$3.24M1.54%+2,29613F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC37,731$3.21M0.12%-92513F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co37,543$3.19M0.27%-1,05013F-HRTimelineGroup
Nvest Financial, LLC37,289$3.17M1.7%-1,64413F-HRTimeline
Samalin Investment Counsel, LLC36,773$3.13M1.27%+4,46113F-HRTimeline
Prospera Financial Services Inc36,648$3.12M0.07%+3,15113F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC36,525$3.11M1.14%-358,95513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC36,514$3.11M0.24%-8513F-HRTimeline
EARNEST PARTNERS LLC36,251$3.08M0.01%-44,97613F-HRTimeline
Legacy Edge Advisors, LLC36,223$3.08M0.48%+55913F-HRTimeline
BG Investment Services, LLC36,049$3.07M3.3%-9,37413F-HRTimeline
CHAPIN DAVIS, INC.35,803$3.05M1.04%+1,34213F-HRTimeline
Elgethun Capital Management35,515$3.02M0.68%-6013F-HRTimeline
ABLE Financial Group, LLC35,332$3.01M0.84%-3,98213F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC35,201$2.99M0.09%-59413F-HRTimeline
COURIER CAPITAL LLC35,192$2.99M0.2%+2,91213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC35,091$2.99M0.18%-48213F-HRTimeline
AFT, FORSYTH & COMPANY, INC.34,996$2.98M1.6%-20413F-HRTimeline
MATHER GROUP, LLC.34,991$2.98M0.03%+8,37513F-HRTimeline
TFB Advisors LLC34,773$2.96M0.85%+2,23113F-HRTimeline
Bedel Financial Consulting, Inc.34,634$2.94M0.42%-2,13113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC34,178$2.91M0.54%+2,20613F-HRTimeline
Finley Financial, LLC34,485$2.9M1.62%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP33,735$2.87M0.04%-29513F-HRTimeline
FCA CORP /TX33,462$2.85M0.91%-1,68013F-HRTimeline
CW Advisors, LLC33,243$2.83M0.03%+23,39013F-HRTimeline
Asset Allocation Strategies LLC33,248$2.83M0.7%-4,72913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.33,156$2.82M0.18%-11013F-HRTimelineGroup
Gladstone Institutional Advisory LLC32,950$2.8M0.13%-59813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC32,881$2.8M0.09%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC32,569$2.77M0.19%-4,24313F-HRTimeline
One Capital Management, LLC32,394$2.76M0.09%-34,19513F-HRTimeline
Evercore Wealth Management, LLC32,197$2.74M0.04%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp32,140$2.73M0.12%+1,60213F-HRTimelineGroup
Narus Financial Partners, LLC31,702$2.7M0.92%+6,22113F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP31,682$2.7M0.05%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC31,607$2.69M0.17%+22713F-HRTimeline
Caliber Wealth Management, LLC / KS31,437$2.67M0.36%13F-HRTimeline
Gilman Hill Asset Management, LLC31,409$2.67M0.46%+1,47913F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV31,175$2.65M0.75%+4013F-HRTimeline
Motiv8 Investments LLC31,053$2.64M1.75%-1,71013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC31,000$2.64M0.03%013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC30,903$2.63M<0.01%-9913F-HRTimelineGroup
KKM Financial LLC30,269$2.62M1.11%-10513F-HRTimeline
PRIVATE TRUST CO NA30,776$2.62M0.27%+3,86513F-HRTimeline
FIRST UNITED BANK & TRUST30,604$2.6M0.97%-3013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc30,443$2.59M1.72%-1,86013F-HRTimeline
FAS Wealth Partners, Inc.30,404$2.59M0.21%+57013F-HRTimeline
Sowell Financial Services LLC30,195$2.57M0.12%-2813F-HRTimeline
NorthRock Partners, LLC29,895$2.54M0.09%-82813F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…29,850$2.54M0.41%013F-HRTimelineGroup
HUB Investment Partners, LLC29,808$2.54M0.1%+62713F-HRTimeline
J.W. COLE ADVISORS, INC.29,748$2.53M0.08%+113F-HRTimeline
COZAD ASSET MANAGEMENT INC29,721$2.53M0.25%-16013F-HRTimeline
Pathway Financial Advisors LLC29,669$2.52M0.45%013F-HRTimeline
Curi Capital, LLC29,290$2.49M0.06%-23,98013F-HRTimeline
Kingsview Wealth Management, LLC29,171$2.48M0.05%-3,73213F-HRTimeline
Proficio Capital Partners LLC28,715$2.44M0.19%new13F-HRTimeline
Advisory Services Network, LLC28,682$2.44M0.05%-1,15913F-HRTimeline
Pasadena Private Wealth, LLC28,500$2.42M0.47%013F-HRTimeline
Elyxium Wealth, LLC28,428$2.42M1.07%+2,95813F-HRTimeline
Summit Financial Strategies, Inc.28,384$2.41M0.24%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management28,369$2.41M1.78%-1,63013F-HRTimeline
SMITH, MOORE & CO.28,354$2.41M0.22%+23913F-HRTimeline
JSF Financial, LLC28,320$2.41M0.64%-7313F-HRTimeline
SOA Wealth Advisors, LLC.28,299$2.41M0.5%-8213F-HRTimeline
DOVER ADVISORS, LLC28,061$2.39M1.04%+88613F-HRTimeline
Councilor Wealth, LLC28,043$2.39M1.19%013F-HRTimeline
Frank, Rimerman Advisors LLC27,959$2.38M0.19%-74813F-HRTimeline
Axis Wealth Partners, LLC27,693$2.36M1.74%+3,44113F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC27,680$2.35M2.15%13F-HRTimeline
McKinley Carter Wealth Services, Inc.27,621$2.35M0.14%+89513F-HRTimeline
Marquette Asset Management, LLC27,519$2.34M0.41%-6,86213F-HRTimeline
Guardian Wealth Advisors, LLC27,385$2.33M1.49%-4,29513F-HRTimeline
MIDDLETON & CO INC/MA27,298$2.32M0.27%-5,50013F-HRTimeline
Denver PWM, LLC27,265$2.32M0.83%-1,73413F-HRTimeline
HT Partners LLC26,956$2.29M0.79%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC26,897$2.29M0.31%+913F-HRTimeline
Bremer Bank National Association26,848$2.28M0.41%+4,10813F-HRTimeline
Sigma Planning Corp26,692$2.27M0.07%+4,16313F-HRTimeline
DAGCO, INC.26,596$2.26M0.73%-99613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC26,380$2.24M0.21%+22713F-HRTimeline
Valmark Advisers, Inc.26,305$2.24M0.03%-48513F-HRTimeline
Valeo Financial Advisors, LLC26,080$2.22M0.06%-35313F-HRTimeline
Resonant Capital Advisors, LLC26,023$2.21M0.15%013F-HRTimeline
GAMMA Investing LLC25,936$2.21M0.17%+1,25513F-HR/ATimeline
Evensky & Katz LLC25,628$2.18M0.15%-6713F-HRTimeline
Grove Bank & Trust25,600$2.18M0.29%013F-HRTimeline
Goelzer Investment Management, Inc.25,577$2.18M0.13%013F-HR/ATimeline
Litman Gregory Wealth Management LLC25,476$2.17M0.19%013F-HRTimeline
Indiana Trust & Investment Management Co25,425$2.16M0.78%013F-HRTimeline
Busey Bank25,298$2.15M0.07%-55613F-HRTimeline