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Disclosery

IWR ISHARES TR

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SHS (fund)

1,569 managers (1,590 13F filers) reported a position in IWR shares at 2026-06-30, 435,827,994 shares in all. 117 filers opened a position and 52 filers sold out during the quarter.

Managers
1,569
13F filers
1,590
New
117
Added
507
Reduced
504
Sold out
52
Shares held by filers
435,827,994

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
NAPLES GLOBAL ADVISORS, LLC26,367$2.91M0.18%-11813F-HRTimeline
JFS WEALTH ADVISORS, LLC26,268$2.9M0.14%-11213F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc26,257$2.9M1.34%-22213F-HRTimeline
SCS Capital Management LLC25,923$2.86M0.03%-12,01313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC25,901$2.86M0.27%-1,27713F-HRTimeline
TD Waterhouse Canada Inc.25,909$2.86M0.01%+98313F-HRTimeline
Meridian Financial Partners LLC25,642$2.81M0.96%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,324$2.79M0.13%+85613F-HRTimeline
Crescent Grove Advisors, LLC25,006$2.76M0.23%+76013F-HRTimeline
Allworth Financial LP24,695$2.72M0.01%+83313F-HRTimeline
Indiana Trust & Investment Management Co24,651$2.72M0.74%+3613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…24,452$2.7M0.09%-68913F-HRTimelineGroup
Cornerstone Wealth Management, LLC24,323$2.68M0.12%-4213F-HRTimeline
PRAIRIE ADVISORY, LLC24,305$2.68M0.64%13F-HRTimeline
Xcelsior Advisor Partners LLC24,149$2.66M0.35%+12,99013F-HRTimeline
Nvest Financial, LLC24,086$2.66M0.84%+2,15013F-HRTimeline
Lee, Kelleher & Klein Wealth Management24,077$2.66M1.39%-2,35713F-HRTimeline
Goelzer Investment Management, Inc.24,069$2.66M0.12%-10013F-HRTimeline
DAGCO, INC.23,862$2.63M0.49%-17113F-HRTimeline
Forefront Wealth Partners, LLC23,781$2.62M0.81%+10,58213F-HRTimeline
St. Clair Advisors, LLC23,625$2.61M0.67%-15,84513F-HRTimeline
DOVER ADVISORS, LLC26,847$2.58M1.06%+89613F-HRTimeline
Marquette Asset Management, LLC23,315$2.57M0.33%-8813F-HRTimeline
Grove Bank & Trust23,310$2.57M0.26%-4,60013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…23,286$2.57M0.55%-2213F-HRTimeline
RAINIER FAMILY WEALTH INC23,258$2.57M1.46%+92513F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC23,235$2.56M0.08%-80413F-HRTimelineGroup
MIDDLETON & CO INC/MA23,103$2.55M0.27%-37513F-HRTimeline
1ST SOURCE BANK23,100$2.55M0.12%+38313F-HRTimeline
1900 WEALTH MANAGEMENT LLC23,048$2.54M0.14%+4613F-HRTimeline
ABLE Financial Group, LLC22,914$2.53M0.42%-33613F-HRTimeline
SVB WEALTH LLC22,894$2.53M0.16%-11113F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC22,770$2.51M0.33%-2,52613F-HR/ATimeline
Alley Investment Management Company, LLC22,725$2.51M0.29%-67413F-HRTimeline
LCNB CORP22,673$2.5M0.77%-20013F-HRTimeline
Venture Visionary Partners LLC22,618$2.5M0.07%-34013F-HRTimeline
SAXON INTERESTS, INC.22,465$2.48M0.68%-88413F-HRTimeline
Welch & Forbes LLC22,380$2.47M0.03%-5513F-HRTimeline
WHITE PINE CAPITAL LLC22,365$2.47M0.58%+4,96413F-HRTimeline
Venturi Wealth Management, LLC22,280$2.46M0.1%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp22,275$2.46M0.02%+2,54013F-HRTimelineGroup
FLOW TRADERS U.S. LLC22,250$2.46M0.1%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO22,170$2.45M0.61%-2413F-HRTimeline
LAVELLE CAPITAL LP22,163$2.45M1.24%013F-HRTimeline
Ellenbecker Investment Group22,083$2.44M0.28%-31813F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.22,071$2.43M0.17%-1513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding22,053$2.43M+1,893Timeline
Bluespring Wealth Management, LLC22,022$2.43M0.05%new13F-HRTimeline
MONEYWISE, INC.22,022$2.43M0.91%+5,01513F-HRTimeline
COREPATH WEALTH PARTNERS LLC22,166$2.41M1.51%+92613F-HRTimeline
Busey Bank21,797$2.4M0.06%-18513F-HRTimeline
Paladin Partners, LLC21,740$2.4M1.59%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co21,654$2.39M0.03%-15513F-HRTimelineGroup
Chesley Taft & Associates LLC21,558$2.38M0.09%013F-HRTimeline
Oliver Luxxe Assets LLC21,281$2.35M0.35%-54713F-HRTimeline
Merit Financial Group, LLC21,256$2.34M0.01%-1,00413F-HR/ATimeline
PARSONS CAPITAL MANAGEMENT INC/RI21,158$2.33M0.11%+3,34013F-HRTimeline
APPLETON PARTNERS INC/MA21,092$2.33M0.14%-95813F-HRTimeline
Columbus Macro, LLC21,079$2.33M0.23%+55113F-HRTimeline
HARBOUR INVESTMENTS, INC.21,070$2.32M0.03%-55913F-HRTimeline
HORAN Wealth, LLC21,020$2.32M0.29%-21,21613F-HR/ATimeline
QUANTUM FINANCIAL PARTNERS LLC20,960$2.31M1.18%13F-HRTimeline
CHAPIN DAVIS, INC.20,906$2.31M0.41%-15,98613F-HRTimeline
Empowered Funds, LLC20,885$2.3M0.01%+18,69613F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC23,684$2.3M0.4%013F-HRTimeline
Evensky & Katz LLC20,831$2.3M0.12%+4013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC20,584$2.27M0.01%-11,45213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC20,551$2.27M0.04%-1,00413F-HRTimelineGroup
HBK Sorce Advisory LLC20,106$2.26M0.04%+3,31513F-HRTimeline
Gilman Hill Asset Management, LLC20,421$2.25M0.31%-6013F-HRTimeline
Vise Technologies, Inc.20,336$2.24M0.03%+12,86013F-HRTimeline
Climber Capital SA21,378$2.23M1.36%+22613F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH20,200$2.23M0.02%-16,30013F-HRTimelineGroup
Clark Capital Management Group, Inc.20,056$2.21M0.01%+1,46213F-HRTimeline
Roble, Belko & Company, Inc19,942$2.2M0.24%-1013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO19,782$2.18M0.03%+97913F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC19,611$2.16M0.9%+12213F-HRTimeline
Cambria Investment Management, L.P.19,584$2.16M0.11%new13F-HRTimeline
Manchester Capital Management LLC19,568$2.16M0.28%-1,50013F-HRTimeline
Zhang Financial LLC19,397$2.14M0.06%+613F-HRTimeline
Parallel Advisors, LLC19,355$2.14M0.03%-3,29013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC19,249$2.12M0.03%+1,36313F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC19,226$2.12M0.92%+80013F-HRTimeline
Csenge Advisory Group19,164$2.11M0.09%+7613F-HRTimeline
BG Investment Services, LLC19,094$2.11M1.52%-68213F-HRTimeline
WATERS PARKERSON & CO., LLC19,065$2.1M0.1%013F-HRTimeline
RiverFront Investment Group, LLC19,015$2.1M0.03%+6,26213F-HRTimeline
PEOPLES BANK /OH18,962$2.09M1.08%-18113F-HRTimeline
Farmers National Bank18,906$2.09M0.44%-1,37213F-HRTimeline
CERTUITY, LLC18,859$2.08M0.1%013F-HRTimeline
Legacy Bridge, LLC18,854$2.08M0.64%013F-HRTimeline
Montecito Bank & Trust18,844$2.08M0.31%+413F-HRTimeline
PRIVATE MANAGEMENT GROUP INC18,825$2.08M0.05%+2013F-HRTimeline
MBL Wealth, LLC18,394$2.03M0.14%-95013F-HRTimeline
Denver PWM, LLC17,588$2.02M0.66%-8213F-HRTimeline
Guardian Wealth Advisors, LLC18,130$2M1%-16613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC18,101$2M0.03%-2,31813F-HRTimeline
Ausdal Financial Partners, Inc.18,086$2M0.08%-30413F-HRTimeline
Fairway Wealth LLC18,083$1.99M0.46%-87413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.18,000$1.99M0.03%+1,30513F-HRTimeline
Well Done, LLC17,968$1.98M0.27%+27113F-HRTimeline
Clear Harbor Asset Management, LLC17,939$1.98M0.12%+19213F-HRTimeline
B. Riley Wealth Advisors, Inc.17,939$1.98M0.11%-13613F-HRTimeline
EASTERN BANK17,827$1.97M0.03%-1,96313F-HRTimeline
Belpointe Asset Management LLC17,807$1.96M0.06%+3213F-HRTimeline
Roundview Capital LLC17,674$1.95M0.11%013F-HRTimeline
Newport Capital Group, LLC17,565$1.94M1.09%-13313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…17,561$1.94M0.12%-54713F-HRTimeline
GGM Financial LLC17,549$1.94M0.73%-125,09913F-HRTimeline
Sage Capital Advisors,llc17,538$1.93M0.4%-8613F-HRTimeline
Financial Partners Group, Inc17,527$1.93M0.2%-33213F-HRTimeline
Atala Financial Inc17,510$1.93M1.18%-61613F-HRTimeline
SigFig Wealth Management, LLC17,285$1.9M0.05%-77413F-HRTimeline
PINNACLE ASSOCIATES LTD17,246$1.9M0.02%013F-HRTimeline
DAVIS R M INC17,211$1.9M0.03%-19813F-HRTimeline
Odyssey Capital Advisors, Inc.17,145$1.89M1.35%+2,32713F-HRTimeline
WestHill Financial Advisors, Inc.17,047$1.88M0.32%-9913F-HRTimeline
Strategic Family Wealth Counselors, L.L…16,870$1.86M0.43%013F-HRTimeline
Plum Street Advisors, LLC16,864$1.86M0.59%013F-HRTimeline
Pallas Capital Advisors LLC16,839$1.86M0.06%+1,80413F-HRTimeline
Caprock Group, LLC16,796$1.85M0.04%+113F-HRTimeline
Crumly & Associates Inc.16,792$1.85M0.35%-77213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.16,739$1.85M0.15%new13F-HRTimelineGroup
CONNING INC.in group CONNING INC.16,697$1.84M0.06%-1,91513F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp16,695$1.84M0.01%-1,14813F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC16,570$1.83M0.11%-5313F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP16,550$1.83M0.05%-7513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT16,423$1.81M0.01%+3,26713F-HRTimeline
Kohmann Bosshard Financial Services, LLC16,376$1.81M0.15%+3413F-HRTimeline
WEST PACES ADVISORS INC.16,263$1.79M0.3%+1,65913F-HRTimeline
Baker Ellis Asset Management LLC16,214$1.79M0.19%013F-HRTimeline
Carroll Advisory Group, LLC16,133$1.78M0.58%-30013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK16,047$1.77M0.22%013F-HRTimelineGroup
Compton Wealth Advisory Group, LLC15,953$1.76M0.35%+113F-HRTimeline
BBR PARTNERS, LLC15,802$1.74M0.08%new13F-HRTimeline
Choate Investment Advisors15,741$1.74M0.03%-42913F-HRTimeline
Nordwand Advisors, LLC15,680$1.73M0.27%+3,88513F-HRTimeline
LOWE BROCKENBROUGH & CO INC15,672$1.73M0.08%013F-HRTimeline
IFG Advisors, LLC15,657$1.73M0.24%-27613F-HRTimeline
Indivisible Partners15,653$1.73M0.1%+5,71113F-HRTimeline
Strategic Advisors LLC15,554$1.72M0.38%-1,58013F-HRTimeline
North Berkeley Wealth Management, LLC15,435$1.7M0.69%+2,02513F-HRTimeline
Asset Allocation Strategies LLC15,409$1.7M0.26%-99613F-HRTimeline
Noble Wealth Partners LLC15,342$1.69M1.47%13F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP15,321$1.69M0.06%+4113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,276$1.69M0.19%+3813F-HRTimeline
MONETARY MANAGEMENT GROUP INC15,205$1.68M0.34%+1,10013F-HRTimeline
WCG Wealth Advisors LLC15,161$1.67M0.04%+1,99213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC15,110$1.67M0.04%+3613F-HRTimeline
Luminvest Wealth Management LLC15,056$1.66M0.39%013F-HRTimeline
Simplicity Wealth,LLC14,948$1.65M0.06%+49013F-HRTimeline
PFG Investments, LLC14,919$1.65M0.06%-63113F-HRTimeline
Empirical Asset Management, LLC14,917$1.65M0.37%+7913F-HRTimeline
Argentarii, LLC14,507$1.65M0.5%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB14,830$1.64M0.04%-3,56413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,800$1.63M<0.01%-10,40013F-HRTimeline
WEBSTER BANK, N. A.14,795$1.63M0.14%-1,64113F-HRTimeline
Sage Mountain Advisors LLC14,756$1.63M0.1%013F-HRTimeline
Avior Wealth Management, LLC14,748$1.63M0.04%-83013F-HRTimeline
Fulcrum Capital LLC14,713$1.62M0.33%-1,48713F-HRTimeline
SlateStone Wealth, LLC14,672$1.62M0.12%-27013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV14,250$1.61M0.53%-17513F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC14,618$1.61M0.02%+4,86413F-HRTimelineGroup
OKABENA INVESTMENT SERVICES INC14,528$1.6M0.29%-1913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …14,537$1.6M<0.01%-25,93313F-HRTimelineGroup
Connecticut Wealth Management, LLC14,469$1.6M0.06%013F-HRTimeline
MBA Advisors LLC14,412$1.59M0.54%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.14,401$1.59M0.09%+6713F-HRTimeline
Atlas Brown,Inc.14,399$1.59M0.43%-28113F-HRTimeline
MONTAG A & ASSOCIATES INC14,354$1.58M0.07%+22313F-HRTimeline
Centennial Wealth Advisory LLC14,347$1.58M0.34%-21513F-HRTimeline
Bison Wealth, LLC14,280$1.58M0.15%+33713F-HRTimeline
TOWER BRIDGE ADVISORS14,292$1.58M0.14%-2,28413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14,279$1.58M<0.01%-2,35813F-HRTimelineGroup
Hapanowicz & Associates Financial Servi…14,146$1.56M0.49%-62313F-HRTimeline
Bill Few Associates, Inc.14,013$1.55M0.33%013F-HRTimeline
SeaBridge Investment Advisors LLC14,001$1.54M0.22%013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding13,976$1.54M-14,234Timeline
PHILADELPHIA TRUST CO13,913$1.53M0.1%013F-HRTimeline
Caliber Wealth Management, LLC / KS13,875$1.53M0.15%-45913F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…13,807$1.52M<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO13,759$1.52M0.01%+2,53113F-HRTimelineGroup
Dominguez Wealth Management Solutions, …13,727$1.51M0.83%-10113F-HRTimeline
IFP Advisors, Inc13,703$1.51M0.03%+3,18813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION13,698$1.51M0.11%-27513F-HRTimeline
Orgel Wealth Management, LLC13,639$1.5M0.03%-62913F-HRTimeline
Winthrop Advisory Group LLC13,572$1.5M0.1%+47413F-HRTimeline
Heartland Bank & Trust Co13,570$1.5M0.31%-13013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.13,469$1.49M0.01%+8,50613F-HRTimeline
Klingman & Associates, LLC13,466$1.49M0.06%-30913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group13,351$1.47M0.14%+1,94413F-HRTimelineGroup
Ehrenkranz Partners L.P.13,326$1.47M0.85%-17413F-HRTimeline
Strategic Blueprint, LLC13,325$1.47M0.07%+60713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,244$1.46M0.08%013F-HRTimeline
MidFirst Bank13,206$1.46M0.1%+17513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC13,161$1.45M0.07%013F-HRTimeline
Pacific Park Financial, Inc.13,112$1.45M0.84%+94413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,086$1.44M0.03%+91313F-HRTimeline
Live Oak Private Wealth LLC13,084$1.44M0.18%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC13,023$1.44M0.07%+5,08213F-HRTimelineGroup