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Disclosery

IWR ISHARES TR

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SHS (fund)

1,431 managers (1,445 13F filers) reported a position in IWR shares at 2025-06-30, 374,864,816 shares in all. 114 filers opened a position and 48 filers sold out during the quarter.

Managers
1,431
13F filers
1,445
New
114
Added
454
Reduced
471
Sold out
48
Shares held by filers
374,864,816

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Moser Wealth Advisors, LLC80,704$7.42M3.56%-4,19613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC80,306$7.39M0.05%-38013F-HR/ATimelineGroup
GREENLEAF TRUST79,962$7.35M0.07%-2,79813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC79,490$7.31M0.07%+71,83413F-HRTimelineGroup
Rossmore Private Capital79,398$7.3M0.85%-84113F-HRTimeline
CONNING INC.in group CONNING INC.79,001$7.27M0.25%013F-HRTimelineGroup
ASPIRIANT, LLC78,908$7.26M0.23%+39,45413F-HRTimeline
Bleakley Financial Group, LLC78,688$7.24M0.18%+2,82313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC76,065$7M0.01%-1,36213F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC76,027$6.99M0.22%-27513F-HR/ATimeline
Schneider Downs Wealth Management Advis…75,142$6.91M1.03%-24013F-HRTimeline
Midwest Trust Co74,976$6.9M0.1%13F-HRTimeline
BEAM WEALTH ADVISORS, INC.74,947$6.89M2.05%+11,73513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC74,934$6.89M<0.01%-43,44113F-HRTimelineGroup
CITY HOLDING CO74,283$6.83M0.89%+10813F-HRTimeline
DT Investment Partners, LLC73,587$6.77M0.61%+29,76213F-HRTimeline
FIRST MERCHANTS CORP72,582$6.68M0.26%-5,89813F-HRTimeline
IFC Advisors LLC72,475$6.67M1.25%-1,15213F-HRTimeline
Aptus Capital Advisors, LLC71,797$6.6M0.07%+53113F-HRTimeline
Nadler Financial Group, Inc.71,573$6.58M0.67%+2,52013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…71,161$6.54M0.11%+12,98813F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC70,780$6.51M0.7%+46713F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…70,446$6.48M1.11%-3313F-HR/ATimelineGroup
Integrated Advisors Network LLC70,442$6.48M0.29%+27,71313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding70,390$6.47M-2,374Timeline
Cornerstone Wealth Group, LLC70,233$6.46M0.48%-2,65013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding70,056$6.44M+2,040Timeline
CFM WEALTH PARTNERS LLC69,726$6.41M1.02%+91413F-HRTimeline
Sincerus Advisory, LLC67,227$6.41M6.02%+83313F-HRTimeline
FORTE ASSET MANAGEMENT LLC69,455$6.39M3.25%-3,09813F-HRTimeline
Westshore Wealth, LLC69,381$6.38M2.45%+61213F-HRTimeline
Modera Wealth Management, LLC68,386$6.29M0.08%+4,74513F-HRTimeline
Orin Green Financial, LLC67,807$6.24M2.64%-1,26913F-HRTimeline
Chesapeake Wealth Management67,126$6.17M2.06%+78613F-HRTimeline
Curi Capital, LLC65,345$6.01M0.11%+36,05513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…65,341$6.01M0.01%-223,46913F-HR/ATimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…65,113$5.99M0.05%-22413F-HRTimelineGroup
Chicago Partners Investment Group LLC61,845$5.88M0.17%+6,26813F-HRTimeline
WESBANCO BANK INC63,168$5.81M0.17%+3,11213F-HRTimeline
OneDigital Investment Advisors LLC62,468$5.75M0.06%+3,02013F-HRTimeline
Turtle Creek Wealth Advisors, LLC61,923$5.7M0.67%-9,82613F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC61,838$5.69M2.87%-1,72513F-HRTimeline
Sachetta, LLC61,730$5.68M2.24%-17313F-HRTimeline
Sunburst Financial Group, LLC61,672$5.67M1.27%+1513F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC61,555$5.66M1.25%-71413F-HRTimeline
Triumph Capital Management61,508$5.66M1.7%+1,67113F-HR/ATimeline
Dorsey & Whitney Trust CO LLC61,471$5.65M0.3%+9,94513F-HRTimeline
Baron Financial Group, LLC61,455$5.65M3.32%+3,32613F-HRTimeline
TCV Trust & Wealth Management, Inc.60,858$5.6M0.49%-1,57913F-HRTimeline
FineMark National Bank & Trust60,505$5.56M0.19%+72913F-HRTimeline
New England Private Wealth Advisors LLC58,581$5.52M0.81%+1,73313F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP59,972$5.52M3.57%-1,57113F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC59,916$5.51M0.77%-63713F-HRTimeline
Sound View Wealth Advisors Group, LLC59,761$5.5M0.41%-2,56213F-HRTimeline
TUDOR INVESTMENT CORP ET AL58,832$5.41M0.04%new13F-HRTimeline
Canopy Partners, LLC58,600$5.39M1.98%-3,15313F-HRTimeline
EVOKE WEALTH, LLC58,531$5.38M0.13%-21,95113F-HRTimeline
MATRIX ASSET ADVISORS INC/NY57,927$5.33M0.54%+54513F-HR/ATimeline
CAHABA WEALTH MANAGEMENT, INC.57,572$5.29M0.41%+11213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…57,355$5.27M0.19%+2313F-HRTimelineGroup
Twin Tree Management, LP56,615$5.21M0.13%+36,79513F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …56,563$5.2M0.29%+7,55013F-HRTimelineGroup
St. Johns Investment Management Company…56,275$5.18M2.38%+1,58913F-HRTimeline
Acropolis Investment Management, LLC56,152$5.16M0.28%-1,44413F-HRTimeline
Conservest Capital Advisors, Inc.56,013$5.15M0.51%-36913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC55,685$5.12M<0.01%+42,72713F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…55,650$5.12M0.04%-1,82813F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC55,295$5.09M0.03%-15113F-HRTimeline
NTV Asset Management LLC55,063$5.06M0.61%-86513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…55,030$5.06M0.47%-56613F-HRTimelineGroup
HANCOCK WHITNEY CORP54,207$4.99M0.1%new13F-HRTimeline
FDx Advisors, Inc.53,896$4.96M1.51%-43813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.53,134$4.89M0.22%+2,67413F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/52,067$4.79M0.53%013F-HRTimeline
Carl P. Sherr & Co., LLC51,746$4.76M2.41%+1,52413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.50,690$4.66M0.06%+1,75913F-HRTimelineGroup
COUNTRY CLUB BANK50,909$4.66M0.29%-78113F-HRTimeline
Prospera Financial Services Inc50,053$4.6M0.09%+13,40513F-HRTimeline
Sequoia Financial Advisors, LLC49,953$4.59M0.03%+4,46313F-HRTimeline
SageView Advisory Group, LLC48,198$4.57M0.17%+24,58113F-HRTimeline
NorthCoast Asset Management LLC48,913$4.5M0.02%-4,51113F-HRTimeline
Richard P Slaughter Associates Inc48,604$4.47M0.91%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC48,481$4.46M0.11%+1,74913F-HRTimeline
Smith Thornton Advisors LLC48,062$4.42M2.54%+1,01413F-HRTimeline
MYCIO WEALTH PARTNERS, LLC47,015$4.32M1%+1,26813F-HRTimeline
CHOREO, LLC46,767$4.3M0.06%-30,06813F-HRTimeline
Smith & Howard Wealth Management, LLC45,906$4.22M1.07%+97713F-HRTimeline
Whitegate Investment Counselors, Inc.45,591$4.19M1.42%+2113F-HRTimeline
Gryphon Financial Partners LLC45,230$4.16M0.54%+2,48413F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.45,028$4.14M0.34%-5013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.44,780$4.12M1.97%-3,94313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp44,542$4.1M0.01%013F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/44,535$4.1M1.72%+6,48913F-HR/ATimelineGroup
BURKE & HERBERT BANK & TRUST CO44,069$4.05M0.91%013F-HRTimeline
Samalin Investment Counsel, LLC43,669$4.02M1.54%+6,89613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…42,982$3.95M0.12%-58113F-HRTimelineGroup
Fort Point Capital Partners LLC42,910$3.95M0.4%-11,49213F-HRTimeline
Elyxium Wealth, LLC42,799$3.94M1.48%+14,37113F-HRTimeline
DAVIDSON TRUST CO42,410$3.9M1.8%-50413F-HRTimeline
Integrated Wealth Concepts LLC42,242$3.88M0.04%-13913F-HRTimeline
Ballentine Partners, LLC42,102$3.87M0.06%-3,43513F-HRTimeline
LPWM LLC41,863$3.85M1.12%-21813F-HRTimeline
IHT Wealth Management, LLC40,852$3.76M0.1%-82813F-HRTimeline
QUADRANT CAPITAL GROUP LLC40,676$3.74M0.13%+2,94513F-HRTimeline
SCS Capital Management LLC40,469$3.72M0.04%-10413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC39,986$3.68M1.02%-2,57113F-HRTimelineGroup
Brick & Kyle, Associates38,873$3.67M1.63%+4113F-HRTimeline
LANARK FINANCIAL, INC.39,849$3.66M0.3%-74513F-HRTimeline
Asset Management Group, Inc.39,246$3.61M0.63%-94713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …39,238$3.61M0.05%+17,63813F-HRTimelineGroup
EP Wealth Advisors, LLC38,756$3.56M0.02%+55413F-HRTimeline
Geneos Wealth Management Inc.38,686$3.56M0.09%-26,90213F-HRTimeline
NVWM, LLC38,319$3.52M0.85%-4,63213F-HRTimeline
NorthRock Partners, LLC38,211$3.51M0.09%+8,31613F-HR/ATimeline
Atria Wealth Solutions, Inc.38,205$3.51M0.08%-25,26013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co38,121$3.51M0.26%+57813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management37,985$3.49M0.13%-7713F-HRTimelineGroup
Global Retirement Partners, LLC37,688$3.47M0.09%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC37,514$3.45M0.25%+1,00013F-HRTimeline
Daner Wealth Management, LLC36,662$3.45M2.38%13F-HRTimeline
DOHJ, LLC42,096$3.44M1%+39,38013F-HRTimeline
Financial Engines Advisors L.L.C.37,327$3.43M0.01%-2,26613F-HRTimeline
SAXON INTERESTS, INC.39,374$3.35M1.57%013F-HRTimeline
HB Wealth Management, LLC36,175$3.33M0.03%-7,52013F-HRTimeline
J.W. COLE ADVISORS, INC.35,655$3.28M0.07%+5,90713F-HRTimeline
COURIER CAPITAL LLC35,651$3.28M0.2%+45913F-HRTimeline
Elgethun Capital Management35,515$3.27M0.66%013F-HRTimeline
CHAPIN DAVIS, INC.35,418$3.26M0.9%-38513F-HRTimeline
Bedel Financial Consulting, Inc.35,209$3.24M0.44%+57513F-HRTimeline
TFB Advisors LLC35,208$3.24M0.85%+43513F-HRTimeline
CW Advisors, LLC35,178$3.24M0.03%+1,93513F-HRTimeline
MATHER GROUP, LLC.35,033$3.22M0.03%+4213F-HRTimeline
AFT, FORSYTH & COMPANY, INC.35,001$3.22M1.65%+513F-HRTimeline
McKinley Carter Wealth Services, Inc.34,857$3.21M0.18%+7,23613F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC34,828$3.2M0.17%-26313F-HRTimeline
FCA CORP /TX34,597$3.18M0.95%+1,13513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC34,381$3.16M0.1%+1,50013F-HRTimeline
Gladstone Institutional Advisory LLC34,259$3.15M0.13%+1,30913F-HRTimeline
Finley Financial, LLC33,985$3.13M1.57%-50013F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC33,730$3.1M0.15%+24,20013F-HRTimeline
Bryn Mawr Trust Advisors, LLC33,610$3.09M0.17%+14,52913F-HRTimeline
Pathway Financial Advisors LLC33,355$3.07M0.45%+3,68613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP33,322$3.06M0.04%-41313F-HRTimeline
EASTERN BANK32,599$3M0.06%+12,73513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC32,569$3M0.18%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp32,427$2.98M0.13%+28713F-HRTimelineGroup
Evercore Wealth Management, LLC32,195$2.96M0.05%-213F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC31,980$2.94M0.95%-4,54513F-HRTimeline
B. Riley Wealth Advisors, Inc.31,766$2.92M0.14%-18,88813F-HRTimeline
Summit Financial Strategies, Inc.31,427$2.89M0.27%+3,04313F-HRTimeline
World Investment Advisors31,183$2.87M0.07%+10,71313F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV31,165$2.87M0.71%-1013F-HRTimeline
FAS Wealth Partners, Inc.31,158$2.87M0.21%+75413F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC31,000$2.85M0.03%013F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC30,806$2.83M0.08%-4,39513F-HRTimeline
Sigma Planning Corp30,382$2.79M0.08%+3,69013F-HRTimeline
PRIVATE TRUST CO NA30,354$2.79M0.27%-42213F-HRTimeline
Motiv8 Investments LLC30,188$2.78M1.7%-86513F-HRTimeline
KKM Financial LLC29,599$2.77M0.96%-67013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc29,977$2.76M1.58%-46613F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…29,850$2.75M0.38%013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC29,765$2.74M0.24%+4413F-HR/ATimeline
Gilman Hill Asset Management, LLC29,709$2.73M0.45%-1,70013F-HRTimeline
Advisory Services Network, LLC29,125$2.73M0.04%+44313F-HRTimeline
HUB Investment Partners, LLC29,501$2.71M0.09%-30713F-HRTimeline
FIRST UNITED BANK & TRUST29,369$2.7M0.94%-1,23513F-HRTimeline
Sowell Financial Services LLC29,285$2.69M0.11%-91013F-HRTimeline
Merit Financial Group, LLC29,163$2.68M0.03%-9,43113F-HRTimeline
Axis Wealth Partners, LLC28,702$2.64M1.73%+1,00913F-HRTimeline
DOVER ADVISORS, LLC28,534$2.62M1.16%+47313F-HRTimeline
Pasadena Private Wealth, LLC28,500$2.62M0.45%013F-HRTimeline
JSF Financial, LLC28,404$2.61M0.62%+8413F-HRTimeline
Lee, Kelleher & Klein Wealth Management28,369$2.61M1.73%013F-HRTimeline
Kingsview Wealth Management, LLC28,369$2.61M0.04%-80213F-HRTimeline
SMITH, MOORE & CO.28,124$2.59M0.22%-23013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC28,049$2.58M<0.01%-2,85413F-HRTimelineGroup
Councilor Wealth, LLC28,043$2.58M1.2%013F-HRTimeline
Frank, Rimerman Advisors LLC27,992$2.57M0.17%+3313F-HRTimeline
DAVENPORT & Co LLC27,991$2.57M0.01%+5,24613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC27,835$2.56M0.22%+1,45513F-HRTimeline
Caliber Wealth Management, LLC / KS27,592$2.54M0.27%-3,84513F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC27,203$2.5M2.18%-47713F-HR/ATimeline
ABLE Financial Group, LLC27,089$2.49M0.6%-8,24313F-HRTimeline
Orion Porfolio Solutions, LLC26,999$2.48M0.02%+15,81613F-HR/ATimeline
CAHILL FINANCIAL ADVISORS INC26,998$2.48M0.31%+10113F-HRTimeline
HT Partners LLC26,956$2.48M0.76%013F-HRTimeline
Marquette Asset Management, LLC26,939$2.48M0.42%-58013F-HRTimeline
Narus Financial Partners, LLC26,887$2.47M0.77%-4,81513F-HRTimeline
Valmark Advisers, Inc.26,878$2.47M0.03%+57313F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC26,842$2.47M0.27%-7,33613F-HRTimeline
JFS WEALTH ADVISORS, LLC26,525$2.44M0.16%+5,83413F-HRTimeline
Denver PWM, LLC26,450$2.43M0.76%-81513F-HRTimeline
Atria Investments, Inc26,399$2.43M0.03%+2,85613F-HRTimeline
Resonant Capital Advisors, LLC26,391$2.43M0.15%+36813F-HRTimeline
Trivium Point Advisory, LLC26,129$2.4M0.26%new13F-HRTimeline
DAGCO, INC.26,114$2.4M0.67%-48213F-HRTimeline
GAMMA Investing LLC26,011$2.39M0.15%+7513F-HRTimeline
SOA Wealth Advisors, LLC.25,986$2.39M0.45%-2,31313F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC25,913$2.38M1.34%+3,80413F-HRTimeline
Litman Gregory Wealth Management LLC25,653$2.36M0.19%+17713F-HRTimeline