Skip to content
Disclosery

IWR ISHARES TR

Follow

SHS (fund)

1,363 managers (1,377 13F filers) reported a position in IWR shares at 2025-03-31, 374,319,288 shares in all. 77 filers opened a position and 102 filers sold out during the quarter.

Managers
1,363
13F filers
1,377
New
77
Added
435
Reduced
491
Sold out
102
Shares held by filers
374,319,288

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Chesley Taft & Associates LLC25,244$2.15M0.1%-70013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC25,176$2.14M0.45%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,080$2.13M0.05%-43513F-HRTimelineGroup
BankPlus Trust Departmentgroup of 2 filers holding24,802$2.11M-2,290Timeline
PINNACLE ASSOCIATES LTD24,531$2.09M0.03%013F-HRTimeline
Oliver Luxxe Assets LLC24,458$2.08M0.39%-24913F-HRTimeline
Alley Investment Management Company, LLC23,951$2.04M0.26%-5913F-HRTimeline
Ellenbecker Investment Group23,735$2.02M0.36%-26813F-HRTimeline
1900 WEALTH MANAGEMENT LLC23,683$2.01M0.17%+5513F-HRTimeline
SageView Advisory Group, LLC23,617$2.01M0.09%+10113F-HRTimeline
GREAT LAKES ADVISORS, LLC23,614$2.01M0.02%-120,62413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV23,574$2.01M0.15%-95813F-HRTimeline
Atria Investments, Inc23,543$2M0.03%-1,89113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC23,519$2M<0.01%-1,25713F-HRTimelineGroup
Meridian Financial Partners LLC23,482$2M1.01%013F-HRTimeline
Hapanowicz & Associates Financial Servi…23,465$2M1.11%+1,34113F-HRTimeline
St. Clair Advisors, LLC23,410$1.99M0.56%-11,40113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,224$1.98M0.05%-34013F-HRTimelineGroup
APPLETON PARTNERS INC/MA23,042$1.96M0.15%-17013F-HRTimeline
Venture Visionary Partners LLC22,752$1.94M0.08%-66213F-HRTimeline
DAVENPORT & Co LLC22,745$1.93M0.01%-57,30513F-HRTimeline
Welch & Forbes LLC22,617$1.92M0.03%-513F-HRTimeline
LCNB CORP22,501$1.91M0.7%-8013F-HRTimeline
Parallel Advisors, LLC22,437$1.91M0.04%+1,32913F-HRTimeline
PEOPLES BANK /OH22,384$1.9M1.25%-9913F-HRTimeline
Wells Trecaso Financial Group, LLC22,336$1.9M0.63%+4,46813F-HRTimeline
Heritage Wealth Advisors22,305$1.9M0.1%-1,21613F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.22,176$1.89M0.17%013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC22,109$1.88M1.06%+1,93313F-HRTimeline
Wealthfront Advisers LLC22,067$1.88M0.01%+61113F-HRTimeline
Manchester Capital Management LLC22,058$1.88M0.23%+13,16713F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…22,034$1.87M0.47%-14313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co22,021$1.87M0.02%+13613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …21,600$1.84M0.03%+6,96713F-HRTimelineGroup
Belpointe Asset Management LLC21,598$1.84M0.1%+12,25213F-HRTimeline
GWN SECURITIES INC.21,522$1.83M0.1%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT21,454$1.83M0.02%-33,36713F-HRTimeline
Legacy Trust21,365$1.82M0.44%+1,82513F-HRTimeline
Fulcrum Capital LLC21,301$1.81M0.4%-1,90813F-HRTimeline
GRIES FINANCIAL LLC21,238$1.81M0.35%+4,77113F-HRTimeline
U.S. Capital Wealth Advisors, LLC21,145$1.8M0.06%+37513F-HRTimeline
Meridian Wealth Management, LLC20,850$1.77M0.09%-3313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC20,841$1.77M0.04%-75513F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC20,800$1.77M0.04%-16513F-HRTimeline
JFS WEALTH ADVISORS, LLC20,691$1.76M0.12%+68913F-HRTimeline
Venturi Wealth Management, LLC20,630$1.75M0.09%013F-HRTimeline
World Investment Advisors20,470$1.74M0.05%+2913F-HRTimeline
Horan Securities, Inc.20,434$1.74M0.66%+1213F-HRTimeline
Roble, Belko & Company, Inc20,303$1.73M0.28%013F-HRTimeline
WATERS PARKERSON & CO., LLC20,191$1.72M0.09%+1,36213F-HRTimeline
Columbus Macro, LLC20,160$1.72M0.23%+2,33713F-HRTimeline
WHITE PINE CAPITAL LLC19,914$1.69M0.59%-7913F-HRTimeline
RKL Wealth Management LLC19,896$1.69M0.16%-1,13413F-HRTimeline
EASTERN BANK19,864$1.69M0.03%-66813F-HRTimeline
Twin Tree Management, LP19,820$1.69M0.04%new13F-HRTimeline
Jordan Park Group LLC19,767$1.68M0.12%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp19,725$1.68M0.01%-72513F-HRTimelineGroup
Zhang Financial LLC19,621$1.67M0.09%+14,32013F-HRTimeline
Crescent Grove Advisors, LLC19,456$1.66M0.17%+62813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC19,466$1.66M<0.01%013F-HRTimelineGroup
Choate Investment Advisors19,394$1.65M0.04%+5,17213F-HRTimeline
POSTROCK PARTNERS LLC19,326$1.64M0.81%+40513F-HRTimeline
Bryn Mawr Trust Advisors, LLC19,081$1.62M0.1%new13F-HRTimeline
Procyon Advisors, LLC18,908$1.61M0.1%-15,56813F-HRTimeline
PRIVATE MANAGEMENT GROUP INC18,795$1.6M0.06%-7513F-HRTimeline
DAVIS R M INC18,735$1.59M0.03%+56213F-HRTimeline
Simmons Bankin group Simmons Bank18,723$1.59M0.12%-813F-HRTimelineGroup
Strategic Advisors LLC18,482$1.57M0.3%-38213F-HRTimeline
Climber Capital SA23,192$1.57M1.23%+1,17013F-HRTimeline
Legacy Bridge, LLC18,439$1.57M0.88%+40013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…18,346$1.56M0.1%13F-HRTimeline
MBL Wealth, LLC18,294$1.56M0.16%-5013F-HRTimeline
FMB WEALTH MANAGEMENT18,222$1.55M0.86%013F-HRTimeline
RAINIER FAMILY WEALTH INC18,216$1.55M1.83%+3,55413F-HRTimeline
MIdWestOne Financial Group, Inc.18,191$1.55M0.22%013F-HRTimeline
Investors Research Corp18,173$1.55M0.33%+18013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO18,123$1.54M0.03%-70713F-HRTimeline
Newport Capital Group, LLC18,076$1.54M1.11%+1013F-HRTimeline
Cornerstone Wealth Management, LLC18,072$1.54M0.1%+37513F-HRTimeline
Allworth Financial LP18,300$1.53M0.01%-22713F-HRTimeline
Sage Capital Advisors,llc17,924$1.52M0.4%-1,68313F-HRTimeline
NAPATREE CAPITAL LLC17,809$1.52M0.85%+2,44413F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC17,735$1.51M0.9%+30013F-HRTimeline
Clear Harbor Asset Management, LLC17,669$1.5M0.12%013F-HRTimeline
Roundview Capital LLC17,638$1.5M0.11%+4,48013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP17,585$1.5M0.05%-26013F-HRTimeline
Linscomb Wealth, Inc.17,556$1.49M0.07%013F-HRTimeline
Leo Wealth, LLC17,512$1.49M0.21%+5313F-HRTimeline
Pallas Capital Advisors LLC17,479$1.49M0.06%-83613F-HRTimeline
HBK Sorce Advisory LLC17,424$1.48M0.04%-1,77013F-HRTimeline
Farmers National Bank17,221$1.46M0.41%013F-HRTimeline
Financial Partners Group, Inc17,213$1.46M0.23%+1313F-HRTimeline
LOWE BROCKENBROUGH & CO INC17,183$1.46M0.1%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …17,050$1.46M0.11%+8,32513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding17,022$1.45M-210Timeline
Fairway Wealth LLC16,997$1.45M0.53%+4513F-HRTimeline
1ST SOURCE BANK16,975$1.44M0.09%-43013F-HRTimeline
Plum Street Advisors, LLC16,952$1.44M0.69%-4513F-HRTimeline
Strategic Family Wealth Counselors, L.L…16,870$1.44M0.47%+36613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,727$1.42M0.03%+5,85213F-HRTimelineGroup
PFG Investments, LLC16,712$1.42M0.09%-49313F-HRTimeline
Knuff & Co LLC16,633$1.41M0.47%+2,17213F-HRTimeline
TD Waterhouse Canada Inc.16,598$1.41M0.01%+1,70913F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC16,601$1.41M0.78%-13313F-HRTimeline
BOSTON FAMILY OFFICE LLC16,570$1.41M0.1%-6,20113F-HRTimeline
Perennial Investment Advisors, LLC16,432$1.4M0.16%-1,22613F-HRTimeline
Connecticut Wealth Management, LLC16,432$1.4M0.07%013F-HRTimeline
RHUMBLINE ADVISERS16,418$1.4M<0.01%+4,67713F-HR/ATimeline
Baker Ellis Asset Management LLC16,214$1.38M0.2%+13813F-HRTimeline
FIDUCIENT ADVISORS LLC16,139$1.37M0.17%+69113F-HRTimeline
Orgel Wealth Management, LLC16,094$1.37M0.04%+7,67313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK16,066$1.37M0.2%-1113F-HR/ATimelineGroup
IFG Advisors, LLC16,049$1.37M0.26%+5713F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group16,042$1.36M0.18%-62013F-HRTimelineGroup
Evernest Financial Advisors, LLC15,912$1.35M0.49%013F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.15,933$1.35M1.2%+50613F-HRTimeline
MBA Advisors LLC15,813$1.35M0.67%-21513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…15,798$1.34M0.13%013F-HRTimeline
Compton Wealth Advisory Group, LLC15,768$1.34M0.37%-5813F-HRTimeline
Atlas Brown,Inc.15,711$1.34M0.47%-55413F-HRTimeline
SWMG, LLC15,987$1.33M0.53%new13F-HRTimeline
Strategic Financial Concepts, LLC15,623$1.33M0.25%-32313F-HRTimeline
WestHill Financial Advisors, Inc.15,496$1.32M0.3%-13813F-HRTimeline
Kohmann Bosshard Financial Services, LLC15,458$1.32M0.16%013F-HRTimeline
WEST PACES ADVISORS INC.15,262$1.3M0.3%013F-HRTimeline
SlateStone Wealth, LLC15,242$1.3M0.13%-1013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,212$1.29M0.04%+28713F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI15,142$1.29M0.07%+4,45013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,144$1.29M0.03%-57813F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC15,103$1.28M0.03%+2,40313F-HRTimeline
Luminvest Wealth Management LLC15,056$1.28M0.53%013F-HRTimeline
Compound Planning, Inc.15,028$1.28M0.06%+4,99313F-HRTimeline
Farther Finance Advisors, LLC14,931$1.27M0.03%-1,31013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,055$1.27M0.19%+4313F-HRTimeline
WEBSTER BANK, N. A.14,747$1.25M0.14%-2,17613F-HRTimeline
Atala Financial Inc14,725$1.25M0.91%+96513F-HRTimeline
Montecito Bank & Trust14,570$1.24M0.22%-26513F-HRTimeline
Empirical Asset Management, LLC14,534$1.24M0.42%-29813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP14,522$1.24M0.2%-77613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC14,323$1.22M0.05%-5,48013F-HR/ATimeline
Bill Few Associates, Inc.14,278$1.21M0.43%013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC14,270$1.21M0.01%+8,89713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.14,210$1.21M<0.01%-3,63613F-HRTimelineGroup
Seneca Financial Advisors LLC14,204$1.21M0.59%+6913F-HRTimeline
Blue Trust, Inc.14,195$1.21M0.02%-3,60113F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.14,115$1.2M0.25%-9613F-HRTimeline
GM Advisory Group, LLC14,006$1.19M0.06%+30413F-HRTimeline
MONECO ADVISORS, LLC14,004$1.19M0.12%-95913F-HR/ATimeline
SeaBridge Investment Advisors LLC14,001$1.19M0.26%013F-HRTimeline
CERTUITY, LLC13,973$1.19M0.12%-16013F-HRTimeline
Centennial Wealth Advisory LLC13,929$1.19M0.43%+75613F-HRTimeline
PHILADELPHIA TRUST CO13,913$1.18M0.1%013F-HRTimeline
Dominguez Wealth Management Solutions, …13,798$1.17M0.86%+1313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,797$1.17M0.02%+1,40913F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC13,777$1.17M0.05%+9,32413F-HRTimelineGroup
Well Done, LLC13,183$1.17M0.21%+1,95213F-HRTimeline
LYELL WEALTH MANAGEMENT, LP13,667$1.16M0.11%-10013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,484$1.15M0.09%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC13,310$1.13M0.06%-11413F-HRTimelineGroup
TSFG, LLC13,298$1.13M0.23%+113F-HRTimeline
Sterling Capital Management LLC13,232$1.13M0.02%+24013F-HRTimeline
Advisor Resource Council13,171$1.12M0.09%-9,10513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…13,138$1.12M0.3%-16013F-HRTimeline
MONETARY MANAGEMENT GROUP INC13,055$1.11M0.3%-95013F-HRTimeline
RMR Wealth Builders12,960$1.1M0.12%-8213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,958$1.1M<0.01%-3,62313F-HRTimelineGroup
NWAM LLC12,878$1.1M0.09%-84,93013F-HRTimeline
Continuum Advisory, LLC12,864$1.09M0.14%+1113F-HRTimeline
Sunbeam Capital Management, LLC12,791$1.09M1.04%+3913F-HRTimeline
Occidental Asset Management, LLC12,737$1.08M0.16%013F-HRTimeline
Consolidated Portfolio Review Corp12,663$1.08M0.17%+10,18913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,622$1.07M0.01%-1,62913F-HRTimeline
Simplicity Wealth,LLC12,536$1.07M0.08%+33613F-HRTimeline
Goldstein Advisors, LLC12,511$1.06M0.16%013F-HRTimeline
Klingman & Associates, LLC12,497$1.06M0.07%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,057$1.06M0.04%-26913F-HRTimelineGroup
Quantinno Capital Management LP12,459$1.06M0.01%+2,80213F-HRTimeline
SEGALL BRYANT & HAMILL, LLC12,416$1.06M0.02%new13F-HRTimeline
CENTRAL TRUST Co12,385$1.05M0.03%+48213F-HRTimeline
Burns Matteson Capital Management, LLC12,337$1.05M0.56%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…12,259$1.04M<0.01%+5,67113F-HRTimelineGroup
Capital Investment Advisors, LLC12,244$1.04M0.02%+1,64213F-HRTimeline
Mason & Associates, LLC12,189$1.04M0.3%-6713F-HRTimeline
OKABENA INVESTMENT SERVICES INC12,112$1.03M0.26%+13213F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.12,074$1.03M0.75%013F-HRTimeline
Radnor Capital Management, LLC12,040$1.02M0.17%013F-HRTimeline
M Holdings Securities, Inc.11,994$1.02M0.17%+1,93213F-HRTimeline
Select Equity Group, L.P.11,749$999K<0.01%+1,64113F-HRTimeline
Jupiter Wealth Management LLC11,000$996K0.6%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC11,691$995K1.13%-6513F-HRTimeline
Avior Wealth Management, LLC11,601$987K0.04%-95713F-HRTimeline
Sunbelt Securities, Inc.11,580$985K0.09%-77413F-HRTimeline
Pine Haven Investment Counsel, Inc11,522$980K0.82%013F-HRTimeline
Heritage Trust Co11,481$977K0.12%-23113F-HRTimeline
Montis Financial, LLC11,463$975K0.29%-3,14213F-HRTimeline
Cassaday & Co Wealth Management LLC11,329$964K0.03%013F-HRTimeline
Clark Capital Management Group, Inc.11,297$961K0.01%+7,51213F-HRTimeline
Orion Porfolio Solutions, LLC11,183$951K0.01%-18,89313F-HRTimeline
Orion Portfolio Solutions, LLC11,183$951K0.01%-18,89313F-HR/ATimeline
USAdvisors Wealth Management, LLC11,010$936K0.33%-1713F-HRTimeline