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Disclosery

IWR ISHARES TR

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SHS (fund)

1,417 managers (1,432 13F filers) reported a position in IWR shares at 2025-09-30, 384,701,670 shares in all. 69 filers opened a position and 68 filers sold out during the quarter.

Managers
1,417
13F filers
1,432
New
69
Added
477
Reduced
457
Sold out
68
Shares held by filers
384,701,670

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Savant Capital, LLCin group Savant Capital, LLC82,073$7.92M0.05%+1,76713F-HR/ATimelineGroup
Twin Tree Management, LP80,824$7.8M0.36%+24,20913F-HRTimeline
DIVERSIFIED TRUST CO80,380$7.76M0.16%-4,31713F-HRTimeline
Baltimore-Washington Financial Advisors…79,961$7.72M0.33%-1,82513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…78,479$7.58M0.1%+7,31813F-HRTimelineGroup
Rossmore Private Capital78,162$7.55M0.81%-1,23613F-HRTimeline
Summit Wealth Partners, LLC77,392$7.47M1.35%-3,33813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC75,849$7.32M0.21%-17813F-HRTimeline
Midwest Trust Co75,744$7.31M0.1%+76813F-HRTimeline
Bleakley Financial Group, LLC75,479$7.29M0.17%-3,20913F-HRTimeline
Schneider Downs Wealth Management Advis…75,142$7.26M0.86%013F-HRTimeline
IFC Advisors LLC73,710$7.12M1.3%+1,23513F-HRTimeline
BEAM WEALTH ADVISORS, INC.72,191$6.97M1.9%-2,75613F-HRTimeline
Sincerus Advisory, LLC71,754$6.93M5.93%+4,52713F-HRTimeline
Aptus Capital Advisors, LLC71,226$6.88M0.06%-57113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC71,209$6.88M0.67%+42913F-HRTimeline
Nadler Financial Group, Inc.71,083$6.86M0.65%-49013F-HRTimeline
Modera Wealth Management, LLC70,637$6.82M0.08%+2,25113F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding70,301$6.79M+245Timeline
CITY HOLDING CO70,141$6.77M0.85%-4,14213F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…69,685$6.73M1.04%-76113F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding69,496$6.71M-894Timeline
FORTE ASSET MANAGEMENT LLC69,257$6.69M3.22%-19813F-HRTimeline
Chesapeake Wealth Management69,163$6.68M2.04%+2,03713F-HRTimeline
FIRST MERCHANTS CORP68,902$6.65M0.25%-3,68013F-HRTimeline
Integrated Advisors Network LLC68,403$6.6M0.28%-2,03913F-HRTimeline
Summit Financial, LLC68,014$6.57M0.1%+63,37113F-HRTimeline
Westshore Wealth, LLC67,266$6.49M2.22%-2,11513F-HRTimeline
Cornerstone Wealth Group, LLC67,208$6.49M0.44%-3,02513F-HRTimeline
Curi Capital, LLC66,653$6.44M0.12%+1,30813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…66,534$6.42M0.11%+1,42113F-HRTimelineGroup
TABR Capital Management, LLC66,387$6.4M4.39%new13F-HRTimeline
Orin Green Financial, LLC65,761$6.35M2.54%-2,04613F-HRTimeline
CFM WEALTH PARTNERS LLC65,706$6.34M0.92%-4,02013F-HRTimeline
Chicago Partners Investment Group LLC64,902$6.27M0.16%+3,05713F-HRTimeline
WESBANCO BANK INC64,834$6.26M0.17%+1,66613F-HRTimeline
TCV Trust & Wealth Management, Inc.63,652$6.15M0.51%+2,79413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC63,415$6.12M<0.01%-11,51913F-HRTimelineGroup
Advisory Services Network, LLC63,203$6.1M0.09%+34,07813F-HRTimeline
OneDigital Investment Advisors LLC62,894$6.07M0.06%+42613F-HRTimeline
Baron Financial Group, LLC62,434$6.03M3.3%+97913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.62,076$5.99M0.22%+8,94213F-HRTimelineGroup
SHELTON WEALTH MANAGEMENT, LLC61,966$5.98M2.79%+12813F-HRTimeline
Sachetta, LLC61,731$5.96M2.22%+113F-HRTimeline
Dorsey & Whitney Trust CO LLC61,471$5.94M0.31%013F-HRTimeline
Sunburst Financial Group, LLC61,447$5.93M1.25%-22513F-HRTimeline
FineMark National Bank & Trust61,231$5.91M0.19%+72613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC60,091$5.8M0.74%+17513F-HRTimeline
Prospera Financial Services Inc59,489$5.75M0.1%+9,43613F-HRTimeline
Sound View Wealth Advisors Group, LLC59,398$5.73M0.39%-36313F-HRTimeline
New England Private Wealth Advisors LLC59,304$5.73M0.75%+72313F-HRTimeline
EVOKE WEALTH, LLC58,754$5.67M0.12%+22313F-HRTimeline
Triumph Capital Management58,333$5.63M1.52%-3,17513F-HR/ATimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP58,202$5.62M3.34%-1,77013F-HRTimelineGroup
MATRIX ASSET ADVISORS INC/NY58,017$5.6M0.52%+9013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.57,675$5.57M0.4%+10313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…57,307$5.53M0.19%-4813F-HRTimelineGroup
NTV Asset Management LLC56,874$5.49M0.6%+1,81113F-HRTimeline
St. Johns Investment Management Company…56,475$5.45M2.32%+20013F-HRTimeline
Turtle Creek Wealth Advisors, LLC56,415$5.45M0.49%-5,50813F-HRTimeline
Canopy Partners, LLC56,297$5.44M1.82%-2,30313F-HRTimeline
Conservest Capital Advisors, Inc.56,215$5.43M0.5%+20213F-HRTimeline
HANCOCK WHITNEY CORP54,774$5.29M0.1%+56713F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC54,646$5.28M0.03%-64913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…54,289$5.24M0.04%-1,36113F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…54,061$5.22M0.46%-96913F-HRTimelineGroup
Acropolis Investment Management, LLC56,152$5.16M0.26%013F-HRTimeline
Carl P. Sherr & Co., LLC53,043$5.12M2.43%+1,29713F-HRTimeline
SageView Advisory Group, LLC52,017$5.02M0.17%+3,81913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC51,625$4.98M0.11%+3,14413F-HRTimeline
FDx Advisors, Inc.51,739$4.96M1.48%-2,15713F-HRTimeline
Smith Thornton Advisors LLC50,655$4.89M2.57%+2,59313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.50,432$4.87M0.06%-25813F-HRTimelineGroup
Prosperity Consulting Group, LLC49,972$4.82M0.24%+37,81813F-HRTimeline
Elyxium Wealth, LLC49,400$4.77M1.66%+6,60113F-HRTimeline
Texas Capital Bancshares Inc/TX49,118$4.74M1.87%-32,67713F-HRTimeline
TRUST CO OF TOLEDO NA /OH/47,811$4.62M0.46%-4,25613F-HRTimeline
NorthCoast Asset Management LLC47,667$4.6M0.02%-1,24613F-HRTimeline
MYCIO WEALTH PARTNERS, LLC47,114$4.55M1.05%+9913F-HRTimeline
CHOREO, LLC46,541$4.49M0.06%-22613F-HRTimeline
LPWM LLC46,454$4.49M1.2%+4,59113F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …46,300$4.47M0.39%-10,26313F-HRTimelineGroup
Samalin Investment Counsel, LLC45,962$4.44M1.53%+2,29313F-HRTimeline
HB Wealth Management, LLC45,847$4.43M0.03%+9,67213F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.45,756$4.42M0.3%+72813F-HRTimelineGroup
Whitegate Investment Counselors, Inc.45,615$4.4M1.45%+2413F-HRTimeline
Smith & Howard Wealth Management, LLC45,434$4.39M1.02%-47213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/45,246$4.37M1.72%+71113F-HRTimelineGroup
DAVIDSON TRUST CO44,262$4.27M1.76%+1,85213F-HRTimeline
GREENLEAF TRUST44,167$4.26M0.04%-35,79513F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp44,132$4.26M0.01%-41013F-HRTimelineGroup
Fort Point Capital Partners LLC44,043$4.25M0.54%+1,13313F-HRTimeline
COUNTRY CLUB BANK43,999$4.25M0.25%-6,91013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO43,538$4.2M0.9%-53113F-HRTimeline
Ballentine Partners, LLC43,173$4.17M0.06%+1,07113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…42,982$4.15M0.12%013F-HRTimelineGroup
Sequoia Financial Advisors, LLC42,698$4.12M0.03%-7,25513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC42,514$4.1M0.27%+5,00013F-HRTimeline
IHT Wealth Management, LLC41,382$3.99M0.1%+53013F-HRTimeline
Integrated Wealth Concepts LLC41,228$3.98M0.04%-1,01413F-HRTimeline
QUADRANT CAPITAL GROUP LLC40,476$3.91M0.13%-20013F-HRTimeline
SCS Capital Management LLC40,476$3.91M0.04%+713F-HRTimeline
Asset Management Group, Inc.39,374$3.8M0.62%+12813F-HRTimeline
ASPIRIANT, LLC39,311$3.8M0.12%-39,59713F-HRTimeline
NVWM, LLC39,108$3.78M0.85%+78913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …39,103$3.78M0.05%-13513F-HRTimelineGroup
Brick & Kyle, Associates38,920$3.76M1.39%+4713F-HRTimeline
LANARK FINANCIAL, INC.38,858$3.75M0.29%-99113F-HRTimeline
Gryphon Financial Partners LLC38,806$3.75M0.43%-6,42413F-HRTimeline
Financial Engines Advisors L.L.C.37,554$3.63M0.01%+22713F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co37,543$3.62M0.25%-57813F-HRTimelineGroup
Global Retirement Partners, LLC37,512$3.62M0.08%-17613F-HRTimeline
Bryn Mawr Trust Advisors, LLC37,480$3.62M0.18%+3,87013F-HRTimeline
J.W. COLE ADVISORS, INC.37,479$3.62M0.07%+1,82413F-HRTimeline
Kingsview Wealth Management, LLC37,312$3.6M0.06%+8,94313F-HRTimeline
Greykasell Wealth Strategies, Inc.37,092$3.58M1.51%-7,68813F-HRTimeline
DAVENPORT & Co LLC36,800$3.55M0.02%+8,80913F-HRTimeline
Bedel Financial Consulting, Inc.36,693$3.54M0.45%+1,48413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management36,588$3.53M0.12%-1,39713F-HRTimelineGroup
TFB Advisors LLC36,600$3.51M1.02%+1,39213F-HRTimeline
Daner Wealth Management, LLC36,343$3.46M2.25%-31913F-HRTimeline
COURIER CAPITAL LLC35,742$3.45M0.2%+9113F-HRTimeline
FCA CORP /TX35,602$3.44M0.95%+1,00513F-HRTimeline
Elgethun Capital Management35,515$3.43M0.62%013F-HRTimeline
CHAPIN DAVIS, INC.35,448$3.42M0.84%+3013F-HRTimeline
Gladstone Institutional Advisory LLC35,196$3.4M0.13%+93713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp35,040$3.38M0.16%+2,61313F-HRTimelineGroup
MATHER GROUP, LLC.35,033$3.38M0.03%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.35,007$3.38M1.62%+613F-HRTimeline
Richard P Slaughter Associates Inc34,771$3.36M0.72%-13,83313F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC34,770$3.36M0.17%-5813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC34,381$3.32M0.08%013F-HRTimeline
Finley Financial, LLC34,165$3.3M1.53%+18013F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC33,730$3.26M0.15%013F-HRTimeline
McKinley Carter Wealth Services, Inc.33,709$3.25M0.17%-1,14813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC33,695$3.25M1%-6,29113F-HRTimelineGroup
Pathway Financial Advisors LLC33,355$3.22M0.43%013F-HRTimeline
PRIVATE TRUST CO NA33,283$3.21M0.28%+2,92913F-HRTimeline
Orion Porfolio Solutions, LLC32,775$3.16M0.02%+5,77613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC32,569$3.14M0.18%013F-HRTimeline
Atria Investments, Inc32,527$3.14M0.04%+6,12813F-HRTimeline
EASTERN BANK32,499$3.14M0.06%-10013F-HRTimeline
Geneos Wealth Management Inc.32,259$3.11M0.08%-6,42713F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC31,619$3.05M0.93%-36113F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC31,482$3.04M0.51%-30,07313F-HRTimeline
Summit Financial Strategies, Inc.31,395$3.03M0.26%-3213F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV31,156$3.01M0.68%-913F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC31,000$2.99M0.03%013F-HRTimelineGroup
World Investment Advisors30,995$2.99M0.06%-18813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP30,775$2.97M0.04%-2,54713F-HRTimeline
FAS Wealth Partners, Inc.30,779$2.97M0.2%-37913F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC30,766$2.97M0.09%-4013F-HRTimeline
Vigilare Wealth Management30,763$2.97M1.03%+12,36713F-HRTimeline
Motiv8 Investments LLC30,758$2.97M1.58%+57013F-HRTimeline
Evercore Wealth Management, LLC30,614$2.96M0.04%-1,58113F-HRTimeline
Procyon Advisors, LLC30,375$2.93M0.17%+12,76713F-HRTimeline
Sowell Financial Services LLC30,170$2.91M0.11%+88513F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…29,850$2.88M0.5%013F-HRTimelineGroup
Gilman Hill Asset Management, LLC29,709$2.87M0.45%013F-HRTimeline
HUB Investment Partners, LLC29,709$2.87M0.11%+20813F-HRTimeline
KKM Financial LLC29,651$2.86M0.9%+5213F-HRTimeline
COZAD ASSET MANAGEMENT INC29,502$2.85M0.23%-26313F-HRTimeline
Sigma Planning Corp29,463$2.84M0.08%-91913F-HRTimeline
FIRST UNITED BANK & TRUST29,244$2.82M0.92%-12513F-HRTimeline
Narus Financial Partners, LLC29,218$2.82M0.77%+2,33113F-HR/ATimeline
Trivium Point Advisory, LLC29,128$2.81M0.29%+2,99913F-HRTimeline
Fund Evaluation Group, LLC29,075$2.81M0.1%-120,94113F-HRTimeline
DOVER ADVISORS, LLC28,861$2.79M1.11%+32713F-HRTimeline
Pasadena Private Wealth, LLC28,500$2.75M0.4%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC28,291$2.73M0.31%+1,29313F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc28,244$2.73M1.44%-1,73313F-HRTimeline
JSF Financial, LLC28,181$2.72M0.6%-22313F-HRTimeline
Councilor Wealth, LLC28,043$2.71M1.26%013F-HRTimeline
Frank, Rimerman Advisors LLC28,028$2.71M0.17%+3613F-HRTimeline
Grove Bank & Trust27,909$2.69M0.32%+2,30913F-HRTimeline
Lee, Kelleher & Klein Wealth Management27,899$2.69M1.66%-47013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC27,841$2.69M2.22%+63813F-HRTimeline
SMITH, MOORE & CO.27,813$2.69M0.21%-31113F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC27,792$2.68M1.4%+1,87913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC27,232$2.63M0.2%-60313F-HRTimeline
GAMMA Investing LLC27,219$2.63M0.14%+1,20813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC27,182$2.62M0.32%+34013F-HRTimeline
Valmark Advisers, Inc.27,066$2.61M0.03%+18813F-HRTimeline
HT Partners LLC26,956$2.6M0.8%013F-HRTimeline
BFSG, LLC26,875$2.59M0.25%new13F-HRTimeline
Marquette Asset Management, LLC26,774$2.59M0.4%-16513F-HRTimeline
SOA Wealth Advisors, LLC.26,613$2.57M0.44%+62713F-HRTimeline
Resonant Capital Advisors, LLC26,391$2.55M0.15%013F-HRTimeline
JFS WEALTH ADVISORS, LLC26,115$2.52M0.15%-41013F-HRTimeline
DAGCO, INC.25,904$2.5M0.63%-21013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,875$2.5M0.04%+78813F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…25,842$2.49M<0.01%+6,35913F-HRTimelineGroup
Litman Gregory Wealth Management LLC25,653$2.48M0.18%013F-HRTimeline
Indiana Trust & Investment Management Co25,425$2.45M0.75%013F-HRTimeline
Quantinno Capital Management LP25,353$2.45M0.01%+6,52313F-HRTimeline
Goelzer Investment Management, Inc.25,341$2.45M0.13%-23613F-HRTimeline
Denver PWM, LLC26,450$2.43M0.76%013F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding25,145$2.43M+409Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …25,126$2.43M0.05%+1,47613F-HRTimelineGroup
Evensky & Katz LLC24,774$2.39M0.14%-84213F-HRTimeline