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Disclosery

IWR ISHARES TR

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SHS (fund)

1,399 managers (1,415 13F filers) reported a position in IWR shares at 2024-12-31, 359,232,316 shares in all. 96 filers opened a position and 55 filers sold out during the quarter.

Managers
1,399
13F filers
1,415
New
96
Added
471
Reduced
404
Sold out
55
Shares held by filers
359,232,316

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Narus Financial Partners, LLC25,481$2.25M0.76%+18,54313F-HRTimeline
Litman Gregory Wealth Management LLC25,476$2.25M0.2%+56513F-HRTimeline
Elyxium Wealth, LLC25,470$2.25M1.37%+3,23713F-HRTimeline
Atria Investments, Inc25,434$2.25M0.03%+21,36313F-HRTimeline
Indiana Trust & Investment Management Co25,425$2.25M0.77%-2413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC25,176$2.23M0.45%+56913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC24,776$2.19M<0.01%+18,13513F-HRTimelineGroup
GAMMA Investing LLC24,681$2.18M0.19%+4,01613F-HRTimeline
Oliver Luxxe Assets LLC24,707$2.18M0.39%013F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,532$2.17M0.16%+27113F-HRTimeline
PINNACLE ASSOCIATES LTD24,531$2.17M0.03%+3,40013F-HRTimeline
Axis Wealth Partners, LLC24,252$2.14M1.81%13F-HRTimeline
Alley Investment Management Company, LLC24,010$2.12M0.27%+1,54513F-HRTimeline
Ellenbecker Investment Group24,003$2.12M0.38%-19313F-HRTimeline
1900 WEALTH MANAGEMENT LLC23,628$2.09M0.18%+6313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,564$2.08M0.06%+32513F-HRTimelineGroup
Heritage Wealth Advisors23,521$2.08M0.1%-5213F-HRTimeline
SageView Advisory Group, LLC23,516$2.08M0.09%+7,49413F-HRTimeline
Meridian Financial Partners LLC23,482$2.08M1.1%+11613F-HRTimeline
Venture Visionary Partners LLC23,414$2.07M0.09%+1,32113F-HR/ATimeline
APPLETON PARTNERS INC/MA23,212$2.05M0.15%-4013F-HRTimeline
Fulcrum Capital LLC23,209$2.05M0.43%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC23,063$2.04M0.15%-52213F-HRTimeline
BOSTON FAMILY OFFICE LLC22,771$2.01M0.14%013F-HRTimeline
Bremer Bank National Association22,740$2.01M0.4%013F-HRTimeline
Welch & Forbes LLC22,622$2M0.03%013F-HRTimeline
LCNB CORP22,581$2M0.73%-25413F-HRTimeline
Sigma Planning Corp22,529$1.99M0.06%-4,81713F-HRTimeline
PEOPLES BANK /OH22,483$1.99M1.17%-25113F-HRTimeline
Advisor Resource Council22,276$1.97M1.41%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…22,177$1.96M0.49%+20013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.22,176$1.96M0.17%-60013F-HRTimeline
Hapanowicz & Associates Financial Servi…22,124$1.96M0.98%-58313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co21,885$1.93M0.03%-83313F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC21,596$1.91M0.04%-5613F-HRTimelineGroup
Wealthfront Advisers LLC21,456$1.9M0.01%+6,05713F-HR/ATimeline
Smith Thornton Advisors LLC21,306$1.88M1.19%-44613F-HRTimeline
Dynasty Wealth Management, LLC21,169$1.87M0.03%new13F-HRTimeline
Parallel Advisors, LLC21,108$1.87M0.04%+3,10013F-HRTimeline
RKL Wealth Management LLC21,030$1.86M0.17%+6,46713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC20,965$1.85M0.04%-1,28113F-HRTimeline
Meridian Wealth Management, LLC20,883$1.85M0.09%+9513F-HRTimeline
Climber Capital SA22,022$1.84M1.52%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC20,770$1.84M0.06%+1,43213F-HRTimeline
Venturi Wealth Management, LLC20,630$1.82M0.09%013F-HRTimeline
EASTERN BANK20,532$1.82M0.03%-24713F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp20,450$1.81M0.01%+1,12513F-HRTimelineGroup
World Investment Advisors20,441$1.81M0.05%+9,45213F-HRTimeline
Horan Securities, Inc.20,422$1.81M0.68%-16,91913F-HRTimeline
Roble, Belko & Company, Inc20,303$1.79M0.29%+16,98413F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC20,176$1.78M0.9%-2,41113F-HRTimeline
JFS WEALTH ADVISORS, LLC20,002$1.77M0.12%-36913F-HRTimeline
WHITE PINE CAPITAL LLC19,993$1.77M0.6%+3913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC19,803$1.75M0.07%+75613F-HR/ATimeline
Jordan Park Group LLC19,767$1.75M0.13%-2,08013F-HRTimeline
Sage Capital Advisors,llc19,607$1.73M0.45%-41713F-HRTimeline
Legacy Trust19,540$1.73M0.4%+55013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC19,466$1.72M<0.01%013F-HRTimelineGroup
Allworth Financial LP18,527$1.71M0.01%+11,62013F-HRTimeline
HBK Sorce Advisory LLC19,194$1.7M0.05%-77013F-HRTimeline
POSTROCK PARTNERS LLC18,921$1.67M0.81%13F-HRTimeline
PRIVATE MANAGEMENT GROUP INC18,870$1.67M0.06%013F-HRTimeline
Strategic Advisors LLC18,864$1.67M0.3%+6,35613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO18,830$1.66M0.03%-7013F-HRTimeline
WATERS PARKERSON & CO., LLC18,829$1.66M0.09%013F-HRTimeline
Crescent Grove Advisors, LLC18,828$1.66M0.16%+4,00513F-HRTimeline
Simmons Bankin group Simmons Bank18,731$1.66M0.12%+55913F-HRTimelineGroup
Zions Bancorporation, N.A.18,346$1.62M0.1%013F-HRTimeline
MBL Wealth, LLC18,344$1.62M0.16%-10013F-HRTimeline
Pallas Capital Advisors LLC18,315$1.62M0.07%-86513F-HRTimeline
OneDigital Investment Advisors LLC18,236$1.61M0.02%-1,55113F-HRTimeline
FMB WEALTH MANAGEMENT18,222$1.61M0.91%013F-HRTimeline
MIdWestOne Financial Group, Inc.18,191$1.61M0.23%-53613F-HRTimeline
DAVIS R M INC18,173$1.61M0.03%+27513F-HRTimeline
Newport Capital Group, LLC18,066$1.6M1.18%-16413F-HRTimeline
Legacy Bridge, LLC18,039$1.59M0.83%013F-HRTimeline
Investors Research Corp17,993$1.59M0.35%013F-HRTimeline
Wells Trecaso Financial Group, LLC17,868$1.58M0.52%+2,32413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.17,846$1.58M<0.01%-18,55813F-HRTimelineGroup
HERITAGE INVESTORS MANAGEMENT CORP17,845$1.58M0.05%-2513F-HRTimeline
Columbus Macro, LLC17,823$1.58M0.22%new13F-HRTimeline
Blue Trust, Inc.17,796$1.57M0.02%+2,96913F-HR/ATimeline
Cornerstone Wealth Management, LLC17,697$1.56M0.11%+96813F-HRTimeline
Clear Harbor Asset Management, LLC17,669$1.56M0.13%+28213F-HRTimeline
Perennial Investment Advisors, LLC17,658$1.56M0.18%+4,32713F-HRTimeline
Linscomb Wealth, Inc.17,556$1.55M0.08%-22413F-HRTimeline
Leo Wealth, LLC17,459$1.54M0.14%+6313F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC17,435$1.54M0.88%013F-HRTimeline
1ST SOURCE BANK17,405$1.54M0.09%-5013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding17,232$1.52M0Timeline
Farmers National Bank17,221$1.52M0.44%13F-HRTimeline
PFG Investments, LLC17,205$1.52M0.09%-22413F-HRTimeline
Financial Partners Group, Inc17,200$1.52M0.22%-313F-HRTimeline
LOWE BROCKENBROUGH & CO INC17,183$1.52M0.1%-62513F-HRTimeline
Plum Street Advisors, LLC16,997$1.5M0.74%013F-HRTimeline
Fairway Wealth LLC16,952$1.5M0.67%+5513F-HRTimeline
WEBSTER BANK, N. A.16,923$1.5M0.16%-52613F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC16,734$1.48M0.82%+14913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group16,662$1.47M0.18%-5,42213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,581$1.47M<0.01%-34,43613F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…16,504$1.46M0.48%+36613F-HRTimeline
GRIES FINANCIAL LLC16,467$1.46M0.26%+2,13513F-HRTimeline
Connecticut Wealth Management, LLC16,432$1.45M0.07%-25513F-HRTimeline
Generation Capital Management LLC16,374$1.45M1.24%13F-HRTimeline
Atlas Brown,Inc.16,265$1.44M0.49%+213F-HRTimeline
Farther Finance Advisors, LLC16,241$1.44M0.05%+15,14613F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.15,427$1.42M1.27%13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK16,077$1.42M0.05%013F-HRTimelineGroup
Baker Ellis Asset Management LLC16,076$1.42M0.21%013F-HRTimeline
MBA Advisors LLC16,028$1.42M0.72%-4,96513F-HRTimeline
IFG Advisors, LLC15,992$1.41M0.28%+11013F-HRTimeline
Strategic Financial Concepts, LLC15,946$1.41M0.27%+10,49313F-HR/ATimeline
DEBUSSY CAPITAL MANAGEMENT LP15,298$1.41M0.22%+31013F-HRTimeline
Evernest Financial Advisors, LLC15,912$1.41M0.36%-3513F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC15,866$1.4M0.04%-8013F-HRTimeline
Compton Wealth Advisory Group, LLC15,826$1.4M0.36%+4613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…15,798$1.4M0.13%+3,98913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,722$1.39M0.03%-10513F-HRTimelineGroup
MOULTON WEALTH MANAGEMENT, INC15,663$1.38M1.06%new13F-HRTimeline
WestHill Financial Advisors, Inc.15,634$1.38M0.31%+1513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp15,546$1.37M0.09%-3,33013F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC15,462$1.37M0.08%+1,18913F-HRTimeline
Kohmann Bosshard Financial Services, LLC15,458$1.37M0.16%+31013F-HRTimeline
FIDUCIENT ADVISORS LLC15,448$1.37M0.17%+3413F-HRTimeline
NAPATREE CAPITAL LLC15,365$1.36M0.8%+3,51013F-HRTimeline
TWO SIGMA SECURITIES, LLC15,266$1.35M0.24%+20313F-HRTimeline
WEST PACES ADVISORS INC.15,262$1.35M0.33%013F-HRTimeline
SlateStone Wealth, LLC15,252$1.35M0.13%-25813F-HRTimeline
Luminvest Wealth Management LLC15,056$1.33M0.54%-113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,012$1.33M0.2%+5013F-HRTimeline
MONECO ADVISORS, LLC14,963$1.32M0.14%+59613F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding14,925$1.32M-353Timeline
TD Waterhouse Canada Inc.14,889$1.32M0.01%-3,68613F-HRTimeline
Montecito Bank & Trust14,835$1.31M0.23%-23713F-HRTimeline
Empirical Asset Management, LLC14,832$1.31M0.44%+40013F-HRTimeline
RAINIER FAMILY WEALTH INC14,662$1.3M1.57%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,633$1.29M0.02%+33113F-HRTimelineGroup
Montis Financial, LLC14,605$1.29M0.4%new13F-HRTimeline
Knuff & Co LLC14,461$1.28M0.39%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,384$1.27M0.01%+6,25513F-HRTimelineGroup
Bill Few Associates, Inc.14,278$1.26M0.44%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,251$1.26M0.01%+3,91313F-HRTimeline
Choate Investment Advisors14,222$1.26M0.03%+9313F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.14,211$1.26M0.27%-40413F-HRTimeline
Seneca Financial Advisors LLC14,135$1.25M0.62%+19113F-HRTimeline
CERTUITY, LLC14,133$1.25M0.14%-2,80813F-HRTimeline
MONETARY MANAGEMENT GROUP INC14,005$1.24M0.32%+5013F-HRTimeline
SeaBridge Investment Advisors LLC14,001$1.24M0.26%013F-HRTimeline
PHILADELPHIA TRUST CO13,913$1.23M0.09%-2,35213F-HRTimeline
Avid Wealth Partners LLC13,869$1.23M0.87%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd13,862$1.23M0.08%-79413F-HRTimeline
Dominguez Wealth Management Solutions, …13,785$1.22M0.89%-10013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP13,767$1.22M0.11%-60013F-HRTimeline
Atala Financial Inc13,760$1.22M0.85%13F-HRTimeline
GM Advisory Group, LLC13,702$1.21M0.07%+58413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,484$1.19M0.09%013F-HRTimeline
Private Portfolio Partners LLC13,474$1.19M0.22%-5613F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC13,424$1.19M0.06%+6913F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…13,298$1.18M0.33%-13213F-HRTimeline
TSFG, LLC13,297$1.18M0.24%+113F-HRTimeline
SVB WEALTH LLC13,220$1.17M0.02%new13F-HRTimeline
Centennial Wealth Advisory LLC13,173$1.16M0.46%-4813F-HRTimeline
Roundview Capital LLC13,158$1.16M0.08%013F-HRTimeline
RMR Wealth Builders13,042$1.15M0.12%-46713F-HR/ATimeline
Sterling Capital Management LLC12,992$1.15M0.02%+14413F-HRTimeline
Continuum Advisory, LLC12,853$1.14M0.15%+313F-HRTimeline
CAMPBELL NEWMAN ASSET MANAGEMENT INC12,840$1.14M0.09%013F-HRTimeline
Sunbeam Capital Management, LLC12,752$1.13M1.05%13F-HR/ATimeline
Occidental Asset Management, LLC12,737$1.13M0.18%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC12,700$1.12M0.03%13F-HRTimeline
Avior Wealth Management, LLC12,558$1.11M0.04%+70613F-HRTimeline
Goldstein Advisors, LLC12,511$1.11M0.16%-28513F-HRTimeline
Traynor Capital Management, Inc.12,498$1.1M0.09%new13F-HRTimeline
Klingman & Associates, LLC12,497$1.1M0.07%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,388$1.1M0.02%-2513F-HRTimelineGroup
Sunbelt Securities, Inc.12,354$1.09M0.1%-26413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,326$1.09M0.04%+4,86213F-HRTimelineGroup
Mason & Associates, LLC12,256$1.08M0.32%-62813F-HRTimeline
Simplicity Wealth,LLC12,200$1.08M0.22%+513F-HRTimeline
Laird Norton Wetherby Wealth Management…12,179$1.08M0.05%013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.12,074$1.07M0.72%013F-HRTimeline
Radnor Capital Management, LLC12,040$1.06M0.18%-2,08013F-HRTimeline
OKABENA INVESTMENT SERVICES INC11,980$1.06M0.29%+33013F-HRTimeline
CENTRAL TRUST Co11,903$1.05M0.03%+82313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,780$1.04M0.03%-48413F-HRTimeline
OFC FINANCIAL PLANNING, LLC11,756$1.04M1.1%13F-HRTimeline
RHUMBLINE ADVISERS11,741$1.04M<0.01%-4,48113F-HR/ATimeline
Heritage Trust Co11,712$1.04M0.12%13F-HRTimeline
Pine Haven Investment Counsel, Inc11,522$1.02M0.84%013F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP11,390$1.01M0.18%+1,72813F-HRTimeline
Cassaday & Co Wealth Management LLC11,329$1M0.03%013F-HRTimeline
Well Done, LLC11,231$990K0.18%013F-HRTimeline
Caprock Group, LLC11,075$979K0.03%-3,66013F-HRTimeline
Columbia Asset Management11,065$978K0.19%+113F-HRTimeline
First Financial Bankshares Inc11,052$977K0.02%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP11,050$977K0.03%new13F-HRTimelineGroup
Advisors Capital Management, LLC11,037$976K0.02%+2,35713F-HRTimeline
USAdvisors Wealth Management, LLC11,027$974K0.32%+6713F-HRTimeline
Beck Bode, LLC11,009$973K0.18%-4,30913F-HRTimeline
Snowden Capital Advisors LLC11,008$973K0.03%+1,84213F-HRTimeline