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Disclosery

IWR ISHARES TR

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SHS (fund)

1,510 managers (1,528 13F filers) reported a position in IWR shares at 2025-12-31, 400,670,070 shares in all. 93 filers opened a position and 65 filers sold out during the quarter.

Managers
1,510
13F filers
1,528
New
93
Added
557
Reduced
417
Sold out
65
Shares held by filers
400,670,070

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
NewEdge Wealth, LLC83,221$8.01M0.09%-4,15913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC82,003$7.89M0.04%-7013F-HRTimelineGroup
Midwest Trust Co81,049$7.8M0.1%+5,30513F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC80,192$7.72M0.22%new13F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC78,830$7.59M3.31%+16,86413F-HRTimeline
Schneider Downs Wealth Management Advis…78,722$7.58M0.85%+3,58013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…78,555$7.56M0.1%+7613F-HRTimelineGroup
DIVERSIFIED TRUST CO78,427$7.55M0.14%-1,95313F-HRTimeline
Bleakley Financial Group, LLC78,027$7.51M0.13%+2,54813F-HRTimeline
Sincerus Advisory, LLC76,810$7.39M5.94%+5,05613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC75,824$7.3M0.21%-2513F-HRTimeline
RWA WEALTH PARTNERS, LLC74,666$7.19M0.08%-8,47213F-HRTimeline
Baltimore-Washington Financial Advisors…74,075$7.13M0.3%-5,88613F-HRTimeline
BEAM WEALTH ADVISORS, INC.73,330$7.06M1.94%+1,13913F-HRTimeline
Summit Wealth Partners, LLC73,232$7.05M1.3%-4,16013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding72,663$7M+2,362Timeline
IFC Advisors LLC72,291$6.96M1.02%-1,41913F-HRTimeline
Nadler Financial Group, Inc.72,087$6.94M0.65%+1,00413F-HRTimeline
FORTE ASSET MANAGEMENT LLC71,796$6.91M3.14%+2,53913F-HRTimeline
Modera Wealth Management, LLC71,691$6.9M0.08%+1,05413F-HRTimeline
CARRET ASSET MANAGEMENT, LLC71,535$6.89M0.65%+32613F-HRTimeline
Aptus Capital Advisors, LLC71,210$6.86M0.06%-1613F-HRTimeline
Summit Financial, LLC70,862$6.82M0.1%+2,84813F-HRTimeline
Chesapeake Wealth Management70,214$6.76M2.01%+1,05113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding69,884$6.73M+388Timeline
CITY HOLDING CO69,754$6.72M0.83%-38713F-HRTimeline
OneDigital Investment Advisors LLC69,330$6.67M0.07%+6,43613F-HRTimeline
Westshore Wealth, LLC68,470$6.59M2.18%+1,20413F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…68,370$6.58M0.95%-1,31513F-HRTimelineGroup
FIRST MERCHANTS CORP68,349$6.58M0.24%-55313F-HRTimeline
Winthrop Partners - WNY, LLC68,154$6.56M3.53%13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…67,449$6.49M0.1%+91513F-HRTimelineGroup
Chicago Partners Investment Group LLC64,486$6.47M0.16%-41613F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding66,481$6.45M+49,459Timeline
Integrated Advisors Network LLC65,704$6.33M0.28%-2,69913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…65,442$6.3M0.04%+11,15313F-HRTimelineGroup
Curi Capital, LLC65,273$6.28M0.11%-1,38013F-HRTimeline
Baron Financial Group, LLC65,009$6.26M3.36%+2,57513F-HRTimeline
Advisory Services Network, LLC64,979$6.26M0.09%+1,77613F-HRTimeline
WESBANCO BANK INC64,846$6.24M0.17%+1213F-HRTimeline
CFM WEALTH PARTNERS LLC63,558$6.12M0.88%-2,14813F-HRTimeline
TCV Trust & Wealth Management, Inc.63,311$6.09M0.49%-34113F-HRTimeline
Dorsey & Whitney Trust CO LLC62,743$6.04M0.32%+1,27213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…62,700$6.04M0.2%+5,39313F-HRTimelineGroup
Orion Porfolio Solutions, LLC62,412$6.01M0.04%+29,63713F-HRTimeline
Orin Green Financial, LLC61,837$5.95M2.38%-3,92413F-HRTimeline
Sunburst Financial Group, LLC61,473$5.92M1.2%+2613F-HRTimeline
FineMark National Bank & Trust61,035$5.88M0.18%-19613F-HRTimeline
Prosperity Consulting Group, LLC60,485$5.82M0.26%+10,51313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC60,040$5.78M0.67%-5113F-HRTimeline
Cornerstone Wealth Group, LLC59,818$5.76M0.39%-7,39013F-HRTimeline
Global Retirement Partners, LLC59,704$5.75M0.1%+22,19213F-HRTimeline
Triumph Capital Management59,644$5.74M1.24%+1,31113F-HRTimeline
New England Private Wealth Advisors LLC59,539$5.73M0.71%+23513F-HR/ATimeline
St. Johns Investment Management Company…59,185$5.7M2.38%+2,71013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY58,927$5.67M0.51%+91013F-HRTimeline
EVOKE WEALTH, LLC58,788$5.66M0.11%+3413F-HRTimeline
Turtle Creek Wealth Advisors, LLC58,687$5.65M0.44%+2,27213F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.57,950$5.58M0.39%+27513F-HRTimeline
Sound View Wealth Advisors Group, LLC57,634$5.55M0.37%-1,76413F-HRTimeline
NTV Asset Management LLC56,867$5.47M0.58%-713F-HRTimeline
Carl P. Sherr & Co., LLC55,187$5.47M2.44%+2,14413F-HRTimeline
One Capital Management, LLC56,850$5.47M0.17%+35,83513F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …56,623$5.45M0.29%+10,32313F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC56,320$5.42M0.04%+1,67413F-HRTimeline
Canopy Partners, LLC56,176$5.41M1.76%-12113F-HRTimeline
Conservest Capital Advisors, Inc.56,050$5.4M0.49%-16513F-HRTimeline
Acropolis Investment Management, LLC55,923$5.38M0.24%-22913F-HRTimeline
SageView Advisory Group, LLC55,758$5.37M0.18%+3,74113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.55,609$5.35M0.2%-6,46713F-HRTimelineGroup
HANCOCK WHITNEY CORP55,390$5.33M0.1%+61613F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP55,062$5.3M3.1%-3,14013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC52,895$5.09M0.11%+1,27013F-HRTimeline
Smith Thornton Advisors LLC52,214$5.03M2.56%+1,55913F-HRTimeline
FDx Advisors, Inc.51,775$4.98M2.54%+3613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…51,683$4.98M0.45%-2,37813F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.50,812$4.89M0.05%+38013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC50,718$4.88M<0.01%-12,69713F-HRTimelineGroup
EP Wealth Advisors, LLC50,371$4.85M0.03%13F-HRTimeline
Whitegate Investment Counselors, Inc.49,759$4.79M1.5%+4,14413F-HRTimeline
LPWM LLC49,147$4.73M1.19%+2,69313F-HRTimeline
Gryphon Financial Partners LLC48,271$4.65M0.5%+9,46513F-HRTimeline
Smith & Howard Wealth Management, LLC47,942$4.62M1.06%+2,50813F-HRTimeline
Samalin Investment Counsel, LLC47,203$4.54M1.61%+1,24113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.47,200$4.54M0.32%+1,44413F-HRTimelineGroup
CHOREO, LLC46,123$4.49M0.06%-41813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/46,503$4.48M0.44%-1,30813F-HRTimeline
MYCIO WEALTH PARTNERS, LLC46,188$4.45M0.92%-92613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/45,844$4.41M1.75%+59813F-HRTimelineGroup
IHT Wealth Management, LLC44,620$4.35M0.11%+3,23813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …45,139$4.35M0.06%+6,03613F-HRTimelineGroup
DAVIDSON TRUST CO44,442$4.28M1.78%+18013F-HRTimeline
HB Wealth Management, LLC44,280$4.26M0.03%-1,56713F-HRTimeline
Kingsview Wealth Management, LLC43,976$4.23M0.06%+6,66413F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…43,858$4.22M0.09%+14,00813F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC43,510$4.19M0.13%+3,03413F-HRTimeline
Sequoia Financial Advisors, LLC43,168$4.16M0.02%+47013F-HRTimeline
Legacy Trust42,910$4.13M0.77%+20,37013F-HRTimeline
Ballentine Partners, LLC42,901$4.13M0.06%-27213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…42,816$4.12M0.11%-16613F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC42,768$4.12M0.27%+25413F-HRTimeline
Bryn Mawr Trust Advisors, LLC42,049$4.05M0.19%+4,56913F-HRTimeline
NVWM, LLC40,356$3.89M0.85%+1,24813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …39,916$3.88M0.01%+24,78213F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp40,291$3.88M0.01%-3,84113F-HRTimelineGroup
Daner Wealth Management, LLC37,882$3.87M2.37%+1,53913F-HRTimeline
Bedel Financial Consulting, Inc.40,210$3.87M0.42%+3,51713F-HRTimeline
Asset Management Group, Inc.39,498$3.8M0.61%+12413F-HRTimeline
SCS Capital Management LLC39,478$3.8M0.04%-99813F-HRTimeline
ASPIRIANT, LLC39,325$3.79M0.11%+1413F-HRTimeline
Financial Engines Advisors L.L.C.39,233$3.78M0.01%+1,67913F-HRTimeline
Quantinno Capital Management LP39,041$3.76M0.01%+13,68813F-HRTimeline
Brick & Kyle, Associates38,855$3.74M1.33%-6513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…37,802$3.64M0.02%+32,02113F-HRTimeline
Greykasell Wealth Strategies, Inc.37,391$3.6M1.42%+29913F-HRTimeline
TFB Advisors LLC37,058$3.57M1%+45813F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC36,980$3.56M0.51%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp36,812$3.54M0.16%+1,77213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management36,779$3.54M0.12%+19113F-HRTimelineGroup
FCA CORP /TX36,584$3.52M0.99%+98213F-HRTimeline
Prospera Financial Services Inc36,233$3.49M0.06%-23,25613F-HRTimeline
LANARK FINANCIAL, INC.36,209$3.49M0.26%-2,64913F-HRTimeline
COURIER CAPITAL LLC35,797$3.45M0.19%+5513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC35,597$3.43M1.15%+1,90213F-HRTimelineGroup
Elgethun Capital Management35,515$3.42M0.59%013F-HRTimeline
CHAPIN DAVIS, INC.35,505$3.42M0.8%+5713F-HRTimeline
Gladstone Institutional Advisory LLC35,233$3.39M0.13%+3713F-HRTimeline
Elyxium Wealth, LLC35,229$3.39M0.99%-14,17113F-HRTimeline
MATHER GROUP, LLC.35,162$3.39M0.03%+12913F-HRTimeline
GRANVILLE CAPITAL, INC.35,060$3.38M1.79%13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.35,015$3.37M1.45%+813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC34,800$3.35M0.01%+12,60013F-HRTimeline
PRIVATE TRUST CO NA34,783$3.35M0.29%+1,50013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC34,748$3.35M0.17%-2213F-HRTimeline
World Investment Advisors34,676$3.34M0.05%+3,68113F-HR/ATimeline
Pathway Financial Advisors LLC33,355$3.33M0.42%013F-HRTimeline
Atria Investments, Inc34,515$3.32M0.04%+1,98813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC34,381$3.31M0.07%013F-HRTimeline
Northwest Wealth Advisors, LLC34,327$3.3M2.57%13F-HRTimeline
RHUMBLINE ADVISERS33,969$3.27M<0.01%+27,91913F-HRTimeline
GREENLEAF TRUST33,872$3.26M0.03%-10,29513F-HRTimeline
VestGen Advisors, LLC33,668$3.24M0.14%-116,02213F-HRTimeline
Richard P Slaughter Associates Inc33,448$3.22M0.68%-1,32313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC33,430$3.22M<0.01%+17,93113F-HRTimelineGroup
Fort Point Capital Partners LLC30,999$3.13M0.38%-13,04413F-HRTimeline
Geneos Wealth Management Inc.32,334$3.11M0.08%+7513F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC32,051$3.09M0.91%+43213F-HRTimeline
Sigma Planning Corp32,023$3.08M0.09%+2,56013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC31,804$3.06M2.43%+3,96313F-HRTimeline
J.W. COLE ADVISORS, INC.36,726$3.06M0.07%-75313F-HRTimeline
Sowell Financial Services LLC31,739$3.06M0.11%+1,56913F-HRTimeline
Finley Financial, LLC31,495$3.03M1.39%-2,67013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC31,322$3.02M0.09%+55613F-HRTimeline
Summit Financial Strategies, Inc.31,312$3.01M0.25%-8313F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC31,000$2.98M0.03%013F-HRTimelineGroup
Motiv8 Investments LLC30,982$2.98M1.63%+22413F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV30,916$2.98M0.64%-24013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…30,877$2.97M0.11%+19,79313F-HRTimelineGroup
Procyon Advisors, LLC30,832$2.97M0.15%+45713F-HRTimeline
Evercore Wealth Management, LLC30,489$2.94M0.04%-12513F-HRTimeline
McKinley Carter Wealth Services, Inc.30,453$2.93M0.16%-3,25613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC29,974$2.89M<0.01%new13F-HR/ATimelineGroup
HILLTOP WEALTH ADVISORS, LLC29,919$2.88M1.45%+2,12713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP29,888$2.88M0.04%-88713F-HRTimeline
FAS Wealth Partners, Inc.29,852$2.87M0.19%-92713F-HRTimeline
SMITH, MOORE & CO.29,759$2.86M0.22%+1,94613F-HRTimeline
HUB Investment Partners, LLC29,677$2.86M0.08%-3213F-HRTimeline
KKM Financial LLC29,651$2.85M0.51%013F-HRTimeline
SOA Wealth Advisors, LLC.29,397$2.83M0.48%+2,78413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC29,315$2.82M0.05%+3,44013F-HRTimelineGroup
Grove Bank & Trust29,219$2.81M0.32%+1,31013F-HRTimeline
Fund Evaluation Group, LLC29,075$2.8M0.09%013F-HRTimeline
Narus Financial Partners, LLC29,009$2.79M0.77%-20913F-HRTimeline
Farther Finance Advisors, LLC28,979$2.79M0.03%+8,82113F-HRTimeline
FIRST UNITED BANK & TRUST28,965$2.79M0.89%-27913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC28,952$2.79M0.15%-3,61713F-HRTimeline
COZAD ASSET MANAGEMENT INC28,750$2.77M0.21%-75213F-HRTimeline
Pasadena Private Wealth, LLC28,500$2.74M0.37%013F-HRTimeline
Continuum Advisory, LLC28,365$2.73M0.27%+8,81913F-HRTimeline
Trivium Point Advisory, LLC28,241$2.72M0.27%-88713F-HRTimeline
JSF Financial, LLC28,113$2.71M0.56%-6813F-HRTimeline
Councilor Wealth, LLC28,043$2.7M1.28%013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC27,986$2.69M0.43%-3,49613F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH27,900$2.69M0.02%new13F-HRTimelineGroup
Lee, Kelleher & Klein Wealth Management27,899$2.69M1.6%013F-HRTimeline
GAMMA Investing LLC27,840$2.68M0.13%+62113F-HRTimeline
Frank, Rimerman Advisors LLC27,665$2.66M0.17%-36313F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC27,503$2.65M0.3%+32113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC27,464$2.64M0.29%-82713F-HRTimeline
Valmark Advisers, Inc.27,306$2.63M0.03%+24013F-HRTimeline
HT Partners LLC26,956$2.6M0.77%013F-HRTimeline
DOVER ADVISORS, LLC26,847$2.58M1%-2,01413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC26,684$2.57M0.19%-54813F-HRTimeline
Meridian Wealth Management, LLC26,608$2.56M0.09%+6,37313F-HRTimeline
Resonant Capital Advisors, LLC26,391$2.54M0.14%013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc26,371$2.54M1.33%-1,87313F-HRTimeline
JFS WEALTH ADVISORS, LLC26,160$2.52M0.14%+4513F-HRTimeline
Merit Financial Group, LLC26,085$2.51M0.02%+2,68913F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC25,800$2.48M0.11%-7,93013F-HRTimeline
Litman Gregory Wealth Management LLC25,653$2.47M0.18%013F-HRTimeline