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Disclosery

IWR ISHARES TR

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SHS (fund)

1,506 managers (1,527 13F filers) reported a position in IWR shares at 2026-03-31, 419,699,862 shares in all. 81 filers opened a position and 78 filers sold out during the quarter.

Managers
1,506
13F filers
1,527
New
81
Added
464
Reduced
540
Sold out
78
Shares held by filers
419,699,862

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Strategic Financial Partners, Ltd.86,160$8.38M3.62%-13,56813F-HRTimeline
Campion Asset Management86,137$8.38M5.68%-41713F-HRTimeline
Fulton Bank, N.A.84,492$8.22M0.29%-37013F-HRTimeline
SIMON QUICK ADVISORS, LLC83,728$8.14M0.37%-4,60913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC82,077$7.98M0.17%+29,18213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC81,869$7.96M0.04%-13413F-HRTimelineGroup
Sincerus Advisory, LLC79,854$7.76M5.88%+3,04413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.79,331$7.71M0.28%+23,72213F-HRTimelineGroup
Bleakley Financial Group, LLC77,946$7.58M0.12%-8113F-HRTimeline
Schneider Downs Wealth Management Advis…77,633$7.55M0.83%-1,08913F-HRTimeline
BEAM WEALTH ADVISORS, INC.77,300$7.52M1.87%+3,97013F-HRTimeline
One Capital Management, LLC76,746$7.46M0.2%+19,89613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC75,771$7.37M0.22%-5313F-HR/ATimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…75,282$7.32M0.1%-3,27313F-HRTimelineGroup
Quantinno Capital Management LP74,705$7.26M0.01%+35,66413F-HRTimeline
RWA WEALTH PARTNERS, LLC74,499$7.24M0.08%-16713F-HRTimeline
DIVERSIFIED TRUST CO73,473$7.14M0.13%-4,95413F-HRTimeline
FORTE ASSET MANAGEMENT LLC72,182$7.02M3.08%+38613F-HRTimeline
CARRET ASSET MANAGEMENT, LLC72,126$7.01M0.69%+59113F-HRTimeline
Baltimore-Washington Financial Advisors…72,086$7.01M0.3%-1,98913F-HRTimeline
Aptus Capital Advisors, LLC71,143$6.92M0.06%-6713F-HRTimeline
Modera Wealth Management, LLC71,083$6.91M0.08%-60813F-HRTimeline
Summit Wealth Partners, LLC71,051$6.91M1.09%-2,18113F-HRTimeline
Advisory Services Network, LLC70,293$6.83M0.09%+5,31413F-HRTimeline
Nadler Financial Group, Inc.69,782$6.78M0.65%-2,30513F-HRTimeline
Chicago Partners Investment Group LLC65,290$6.78M0.15%+80413F-HRTimeline
Chesapeake Wealth Management69,242$6.73M2.07%-97213F-HRTimeline
Bucket List Wealth Management, LLC68,651$6.67M4.02%-98,34713F-HRTimeline
FIRST MERCHANTS CORP68,550$6.67M0.25%+20113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC68,092$6.62M0.05%-28,62013F-HRTimelineGroup
Baron Financial Group, LLC68,036$6.62M3.57%+3,02713F-HRTimeline
CITY HOLDING CO68,014$6.61M0.83%-1,74013F-HRTimeline
Winthrop Partners - WNY, LLC67,910$6.6M3.52%-24413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding67,501$6.56M-2,383Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…67,261$6.54M0.11%-18813F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…67,158$6.53M0.95%-1,21213F-HRTimelineGroup
Dickmeyer Boyce Financial Management, I…67,057$6.52M3.84%13F-HRTimeline
Curi Capital, LLC66,730$6.49M0.12%+1,45713F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding66,588$6.47M+55,898Timeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding67,516$6.44M+1,035Timeline
Dorsey & Whitney Trust CO LLC65,903$6.41M0.35%+3,16013F-HRTimeline
Westshore Wealth, LLC65,329$6.35M2.23%-3,14113F-HRTimeline
WESBANCO BANK INC63,975$6.22M0.17%-87113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…63,511$6.18M0.2%+81113F-HRTimelineGroup
Integrated Advisors Network LLC63,482$6.17M0.32%-2,22213F-HRTimeline
CFM WEALTH PARTNERS LLC62,553$6.08M0.91%-1,00513F-HRTimeline
Orin Green Financial, LLC61,929$6.02M2.47%+9213F-HRTimeline
Sunburst Financial Group, LLC61,260$5.96M1.15%-21313F-HR/ATimeline
IFC Advisors LLC61,198$5.95M0.85%-11,09313F-HRTimeline
TCV Trust & Wealth Management, Inc.61,011$5.93M0.5%-2,30013F-HRTimeline
Triumph Capital Management60,002$5.83M1.19%+35813F-HRTimeline
New England Private Wealth Advisors LLC59,694$5.8M0.67%+15513F-HRTimeline
MATRIX ASSET ADVISORS INC/NY59,571$5.79M0.53%+64413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC59,518$5.79M0.67%-52213F-HRTimeline
Cornerstone Wealth Group, LLC55,403$5.76M0.37%-4,41513F-HRTimeline
Goldstone Financial Group, LLC58,751$5.71M0.62%-35,45113F-HRTimeline
Prosperity Consulting Group, LLC58,747$5.71M0.25%-1,73813F-HRTimeline
Bryn Mawr Trust Advisors, LLC58,289$5.67M0.28%+16,24013F-HRTimeline
St. Johns Investment Management Company…57,743$5.61M2.36%-1,44213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…57,227$5.56M0.03%-8,21513F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC56,802$5.52M0.38%-83213F-HRTimeline
HANCOCK WHITNEY CORP56,411$5.52M0.1%+1,02113F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …56,598$5.5M0.3%-2513F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.56,297$5.47M0.37%-1,65313F-HRTimeline
Carl P. Sherr & Co., LLC55,848$5.43M2.55%+66113F-HRTimeline
SageView Advisory Group, LLC55,594$5.41M0.2%-16413F-HRTimeline
Smith & Howard Wealth Management, LLC54,989$5.33M1.15%+7,04713F-HRTimeline
NTV Asset Management LLC54,802$5.33M0.59%-2,06513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC54,326$5.28M<0.01%+20,89613F-HRTimelineGroup
AMES NATIONAL CORPin group AMES NATIONAL CORP54,312$5.28M3.17%-75013F-HRTimelineGroup
Acropolis Investment Management, LLC54,176$5.27M0.23%-1,74713F-HRTimeline
EP Wealth Advisors, LLC52,979$5.15M0.03%+2,60813F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…52,649$5.12M0.03%+14,84713F-HRTimeline
Smith Thornton Advisors LLC52,590$5.11M2.57%+37613F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…51,949$5.05M0.45%13F-HRTimelineGroup
Gryphon Financial Partners LLC51,799$5.04M0.53%+3,52813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.51,651$5.02M0.06%+83913F-HRTimelineGroup
Canopy Partners, LLC51,569$5.01M1.72%-4,60713F-HRTimeline
Conservest Capital Advisors, Inc.51,421$5M0.45%-4,62913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …51,188$4.98M0.06%+6,04913F-HRTimelineGroup
FDx Advisors, Inc.50,582$4.92M1.57%-1,19313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/50,275$4.89M1.75%+4,43113F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC50,162$4.88M0.37%-8,52513F-HRTimeline
MYCIO WEALTH PARTNERS, LLC49,729$4.84M0.96%+3,54113F-HRTimeline
LPWM LLC49,482$4.81M1.21%+33513F-HRTimeline
EVOKE WEALTH, LLC48,842$4.75M0.09%-9,94613F-HRTimeline
Whitegate Investment Counselors, Inc.48,589$4.72M1.5%-1,17013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.48,134$4.68M0.32%+93413F-HRTimelineGroup
Orion Porfolio Solutions, LLC47,124$4.58M0.04%-15,28813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/46,414$4.51M0.43%-8913F-HRTimeline
Kingsview Wealth Management, LLC46,374$4.51M0.06%+2,39813F-HRTimeline
CHOREO, LLC45,529$4.43M0.05%-59413F-HRTimeline
IHT Wealth Management, LLC45,416$4.42M0.1%+79613F-HRTimeline
HB Wealth Management, LLC45,218$4.4M0.03%+93813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC45,196$4.39M0.03%-11,12413F-HRTimeline
DAVIDSON TRUST CO44,442$4.32M1.86%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…43,857$4.26M0.09%-113F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC43,260$4.21M0.13%-25013F-HR/ATimeline
Sequoia Financial Advisors, LLC43,187$4.2M0.02%+1913F-HRTimeline
Legacy Trust42,980$4.18M0.8%+7013F-HRTimeline
Bedel Financial Consulting, Inc.42,895$4.17M0.48%+2,68513F-HRTimeline
Integrated Wealth Concepts LLC42,849$4.17M0.03%+26,16413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…42,785$4.16M0.11%-3113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC42,073$4.09M<0.01%-8,64513F-HRTimelineGroup
HORAN Wealth, LLC42,236$4.07M0.39%+21,11813F-HRTimeline
Ballentine Partners, LLC41,254$4.01M0.06%-1,64713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …40,470$3.96M0.01%+55413F-HRTimelineGroup
Elyxium Wealth, LLC40,673$3.95M1.27%+5,44413F-HRTimeline
Daner Wealth Management, LLC37,509$3.94M2.31%-37313F-HRTimeline
Asset Management Group, Inc.39,600$3.85M0.62%+10213F-HRTimeline
St. Clair Advisors, LLC39,470$3.84M1.02%+14,54513F-HRTimeline
PRIVATE TRUST CO NA39,076$3.8M0.34%+4,29313F-HRTimeline
Greykasell Wealth Strategies, Inc.38,956$3.79M1.53%+1,56513F-HRTimeline
Northwest Wealth Advisors, LLC38,872$3.78M2.7%+4,54513F-HRTimeline
OneDigital Investment Advisors LLC38,594$3.75M0.04%-30,73613F-HRTimeline
Financial Engines Advisors L.L.C.38,027$3.7M0.01%-1,20613F-HRTimeline
SCS Capital Management LLC37,936$3.69M0.04%-1,54213F-HRTimeline
Samalin Investment Counsel, LLC36,980$3.6M1.27%-10,22313F-HRTimeline
ASPIRIANT, LLC36,928$3.59M0.1%-2,39713F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC36,919$3.59M0.5%-6113F-HRTimeline
Farther Finance Advisors, LLC36,656$3.59M0.03%+7,67713F-HRTimeline
CHAPIN DAVIS, INC.36,892$3.59M0.8%+1,38713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management36,609$3.56M0.12%-17013F-HRTimelineGroup
FCA CORP /TX35,930$3.49M0.99%-65413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp35,801$3.48M0.16%-1,01113F-HRTimelineGroup
COURIER CAPITAL LLC35,792$3.48M0.19%-513F-HR/ATimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH36,500$3.46M0.03%+8,60013F-HRTimelineGroup
Elgethun Capital Management35,515$3.45M0.57%013F-HRTimeline
Prospera Financial Services Inc35,443$3.45M0.06%-79013F-HRTimeline
NVWM, LLC35,431$3.44M0.77%-4,92513F-HRTimeline
MATHER GROUP, LLC.35,411$3.44M0.03%+24913F-HRTimeline
Champlain Investment Partners, LLC35,300$3.43M0.04%new13F-HRTimeline
Fund Evaluation Group, LLC35,293$3.43M0.11%+6,21813F-HRTimeline
Fort Point Capital Partners LLC35,152$3.42M0.45%+4,15313F-HRTimeline
LANARK FINANCIAL, INC.34,908$3.39M0.25%-1,30113F-HRTimeline
AFT, FORSYTH & COMPANY, INC.34,819$3.39M1.59%-19613F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC34,733$3.38M0.18%-1513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC34,196$3.32M0.24%-8,57213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…34,196$3.32M0.13%+3,31913F-HRTimelineGroup
SMITH, MOORE & CO.34,142$3.32M0.24%+4,38313F-HRTimeline
World Investment Advisors34,084$3.31M0.05%-59213F-HRTimeline
Gladstone Institutional Advisory LLC33,944$3.3M0.12%-1,28913F-HRTimeline
Pathway Financial Advisors LLC33,355$3.28M0.41%013F-HRTimeline
Arkadios Wealth Advisors33,653$3.27M0.05%+8,09613F-HRTimeline
Sigma Planning Corp33,304$3.24M0.09%+1,28113F-HRTimeline
Richard P Slaughter Associates Inc33,146$3.22M0.7%-30213F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC32,802$3.19M2.56%+99813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC32,295$3.14M1.14%-3,30213F-HR/ATimelineGroup
Procyon Advisors, LLC32,210$3.13M0.15%+1,37813F-HRTimeline
Geneos Wealth Management Inc.32,141$3.13M0.07%-19313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC32,036$3.11M0.02%+12,84413F-HRTimeline
GREENLEAF TRUST31,822$3.09M0.03%-2,05013F-HRTimeline
GRANVILLE CAPITAL, INC.31,620$3.07M1.61%-3,44013F-HRTimeline
Finley Financial, LLC31,495$3.06M1.43%013F-HRTimeline
Summit Financial Strategies, Inc.31,155$3.03M0.24%-15713F-HRTimeline
Sowell Financial Services LLC31,039$3.02M0.11%-70013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC31,000$3.01M0.04%013F-HRTimelineGroup
BUILDER INVESTMENT GROUP INC /ADV30,916$3.01M0.65%013F-HRTimeline
Narus Financial Partners, LLC30,580$2.97M0.78%+1,57113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC30,560$2.97M0.06%-3,82113F-HRTimeline
Brick & Kyle, Associates30,444$2.96M0.98%-8,41113F-HRTimeline
RFG - Bristol Wealth Advisors, LLC30,379$2.95M0.8%+14,39313F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC30,327$2.95M0.35%+2,82413F-HRTimeline
FAS Wealth Partners, Inc.30,310$2.95M0.18%+45813F-HRTimeline
Evercore Wealth Management, LLC30,160$2.93M0.05%-32913F-HRTimeline
SOA Wealth Advisors, LLC.30,000$2.92M0.55%+60313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding28,359$2.91M+7,638Timeline
GAMMA Investing LLC29,809$2.9M0.14%+1,96913F-HRTimeline
Valmark Advisers, Inc.29,732$2.89M0.03%+2,42613F-HRTimeline
HUB Investment Partners, LLC29,722$2.89M0.07%+4513F-HRTimeline
Continuum Advisory, LLC29,369$2.86M0.27%+1,00413F-HRTimeline
KKM Financial LLC29,651$2.85M0.51%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP29,204$2.84M0.04%-68413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC29,169$2.84M0.05%-14613F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.28,959$2.82M0.16%-1,49413F-HRTimeline
COZAD ASSET MANAGEMENT INC28,750$2.8M0.22%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC28,749$2.8M<0.01%-1,22513F-HRTimelineGroup
FIRST UNITED BANK & TRUST28,675$2.79M0.91%-29013F-HRTimeline
Pasadena Private Wealth, LLC28,500$2.77M0.38%013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC28,407$2.76M0.08%-2,91513F-HRTimeline
Wealthfront Advisers LLC28,337$2.76M0.01%+5,31113F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding28,210$2.74M+13,235Timeline
HILLTOP WEALTH ADVISORS, LLC28,151$2.74M1.64%-1,76813F-HRTimeline
Councilor Wealth, LLC28,043$2.73M1.32%013F-HRTimeline
Grove Bank & Trust27,910$2.71M0.31%-1,30913F-HRTimeline
Frank, Rimerman Advisors LLC27,695$2.69M0.18%+3013F-HRTimeline
PFG Advisors27,589$2.68M0.13%+13,23213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …27,254$2.65M0.05%+3,74113F-HRTimelineGroup
Arax Advisory Partners27,196$2.64M0.07%+8,33013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC27,178$2.64M0.29%-28613F-HRTimeline
JSF Financial, LLC27,021$2.63M0.52%-1,09213F-HRTimeline
HT Partners LLC26,956$2.62M0.79%013F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding26,877$2.61M+1,234Timeline
Vigilare Wealth Management26,829$2.61M0.88%+20,18613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC26,485$2.58M0.19%-19913F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc26,479$2.57M1.38%+10813F-HRTimeline
Lee, Kelleher & Klein Wealth Management26,434$2.57M1.53%-1,46513F-HRTimeline
Resonant Capital Advisors, LLC26,391$2.57M0.13%013F-HRTimeline
JFS WEALTH ADVISORS, LLC26,380$2.56M0.14%+22013F-HRTimeline
Meridian Financial Partners LLC25,642$2.53M0.96%+2,16013F-HRTimeline