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Disclosery

IWR ISHARES TR

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SHS (fund)

1,431 managers (1,445 13F filers) reported a position in IWR shares at 2025-06-30, 374,864,816 shares in all. 114 filers opened a position and 48 filers sold out during the quarter.

Managers
1,431
13F filers
1,445
New
114
Added
454
Reduced
471
Sold out
48
Shares held by filers
374,864,816

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Evensky & Katz LLC25,616$2.36M0.14%-1213F-HRTimeline
Grove Bank & Trust25,600$2.35M0.29%013F-HRTimeline
Goelzer Investment Management, Inc.25,577$2.35M0.13%013F-HRTimeline
Indiana Trust & Investment Management Co25,425$2.34M0.77%013F-HRTimeline
MIDDLETON & CO INC/MA25,406$2.34M0.26%-1,89213F-HRTimeline
Busey Bank25,162$2.31M0.07%-13613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,087$2.31M0.05%+713F-HRTimelineGroup
Wells Trecaso Financial Group, LLC25,023$2.3M0.71%+2,68713F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding24,736$2.28M-66Timeline
RETIREMENT INCOME SOLUTIONS, INC24,481$2.25M0.41%-69513F-HRTimeline
PINNACLE ASSOCIATES LTD24,431$2.25M0.03%-10013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,383$2.24M0.15%+80913F-HRTimeline
1900 WEALTH MANAGEMENT LLC23,977$2.21M0.17%+29413F-HRTimeline
Alley Investment Management Company, LLC23,951$2.2M0.27%013F-HRTimeline
Asset Allocation Strategies LLC23,949$2.2M0.49%-9,29913F-HRTimeline
BG Investment Services, LLC23,636$2.2M2.75%-12,41313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,650$2.18M0.05%+42613F-HRTimelineGroup
Oliver Luxxe Assets LLC23,645$2.17M0.39%-81313F-HRTimeline
Evernest Financial Advisors, LLC23,507$2.16M0.7%+7,59513F-HRTimeline
Meridian Financial Partners LLC23,482$2.16M1.02%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…23,308$2.14M0.46%+1,27413F-HRTimeline
Venture Visionary Partners LLC23,229$2.14M0.08%+47713F-HRTimeline
Ellenbecker Investment Group22,851$2.1M0.34%-88413F-HRTimeline
APPLETON PARTNERS INC/MA22,782$2.1M0.15%-26013F-HRTimeline
Welch & Forbes LLC22,727$2.09M0.03%+11013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC22,700$2.09M<0.01%+14,30013F-HRTimeline
Guardian Wealth Advisors, LLC22,601$2.08M1.23%-4,78413F-HRTimeline
Heritage Wealth Advisors22,305$2.05M0.1%013F-HRTimeline
St. Clair Advisors, LLC22,284$2.05M0.54%-1,12613F-HRTimeline
Venturi Wealth Management, LLC22,280$2.05M0.1%+1,65013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.22,176$2.04M0.17%013F-HRTimeline
LCNB CORP22,169$2.04M0.72%-33213F-HRTimeline
Manchester Capital Management LLC22,058$2.03M0.27%013F-HRTimeline
Chesley Taft & Associates LLC21,974$2.02M0.09%-3,27013F-HRTimeline
Climber Capital SA23,192$2.02M1.29%013F-HRTimeline
Crumly & Associates Inc.21,836$2.01M0.49%new13F-HRTimeline
Legacy Trust21,815$2.01M0.49%+45013F-HRTimeline
One Capital Management, LLC21,519$1.98M0.07%-10,87513F-HRTimeline
Parallel Advisors, LLC21,467$1.97M0.04%-97013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co21,331$1.96M0.02%-69013F-HRTimelineGroup
HRT FINANCIAL LP21,331$1.96M0.01%+18,56613F-HRTimeline
U.S. Capital Wealth Advisors, LLC21,254$1.95M0.06%+10913F-HRTimeline
Cornerstone Wealth Management, LLC21,109$1.94M0.12%+3,03713F-HRTimeline
EARNEST PARTNERS LLC21,027$1.93M0.01%-15,22413F-HRTimeline
Meridian Wealth Management, LLC20,962$1.93M0.08%+11213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC20,720$1.91M0.04%-8013F-HRTimeline
Crescent Grove Advisors, LLC20,451$1.88M0.18%+99513F-HRTimeline
Horan Securities, Inc.20,446$1.88M0.66%+1213F-HRTimeline
Roble, Belko & Company, Inc20,403$1.88M0.27%+10013F-HRTimeline
Nvest Financial, LLC20,339$1.87M0.97%-16,95013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC20,231$1.86M0.04%-61013F-HRTimelineGroup
WATERS PARKERSON & CO., LLC20,191$1.86M0.09%013F-HRTimeline
Simmons Bankin group Simmons Bank20,161$1.85M0.13%+1,43813F-HRTimelineGroup
WHITE PINE CAPITAL LLC19,914$1.83M0.58%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp19,725$1.81M0.01%013F-HRTimelineGroup
Zhang Financial LLC19,517$1.79M0.08%-10413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…19,483$1.79M<0.01%+7,22413F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC19,466$1.79M<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC19,407$1.78M0.04%+4,47613F-HRTimeline
Jordan Park Group LLC19,353$1.78M0.12%-41413F-HRTimeline
Columbus Macro, LLC19,311$1.78M0.22%-84913F-HRTimeline
PEOPLES BANK /OH19,195$1.77M1.09%-3,18913F-HRTimeline
Allworth Financial LP19,081$1.75M0.01%+78113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…18,870$1.74M0.05%+3,65813F-HRTimelineGroup
Quantinno Capital Management LP18,830$1.73M0.01%+6,37113F-HRTimeline
PRIVATE MANAGEMENT GROUP INC18,805$1.73M0.06%+1013F-HRTimeline
Fairway Wealth LLC18,786$1.73M0.55%+1,78913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC18,779$1.73M0.04%+3,67613F-HRTimeline
Belpointe Asset Management LLC18,717$1.72M0.07%-2,88113F-HRTimeline
Legacy Bridge, LLC18,694$1.72M0.82%+25513F-HRTimeline
TD Waterhouse Canada Inc.18,488$1.71M0.01%+1,89013F-HRTimeline
MassMutual Private Wealth & Trust, FSB18,541$1.71M0.05%+9,51413F-HRTimeline
Choate Investment Advisors18,494$1.7M0.04%-90013F-HRTimeline
Fulcrum Capital LLC18,489$1.7M0.36%-2,81213F-HRTimeline
PFG Investments, LLC18,451$1.7M0.1%+1,73913F-HRTimeline
Vigilare Wealth Management18,396$1.69M0.63%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…18,346$1.69M0.09%013F-HRTimeline
FMB WEALTH MANAGEMENT18,222$1.68M0.8%013F-HRTimeline
Investors Research Corp18,173$1.67M0.33%013F-HRTimeline
Wealthfront Advisers LLC18,134$1.67M<0.01%-3,93313F-HRTimeline
MIdWestOne Financial Group, Inc.18,133$1.67M0.22%-5813F-HRTimeline
Newport Capital Group, LLC18,091$1.66M1.13%+1513F-HRTimeline
Strategic Advisors LLC18,004$1.66M0.33%-47813F-HRTimeline
Sage Capital Advisors,llc17,999$1.66M0.41%+7513F-HRTimeline
MBL Wealth, LLC17,994$1.65M0.16%-30013F-HRTimeline
Continuum Advisory, LLC17,877$1.64M0.2%+5,01313F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP17,823$1.64M0.07%-13,85913F-HRTimeline
DAVIS R M INC17,781$1.64M0.03%-95413F-HRTimeline
Clear Harbor Asset Management, LLC17,669$1.63M0.12%013F-HRTimeline
Roundview Capital LLC17,638$1.62M0.11%013F-HRTimeline
Procyon Advisors, LLC17,608$1.62M0.15%-1,30013F-HRTimeline
GREAT LAKES ADVISORS, LLC17,596$1.62M0.01%-6,01813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17,555$1.61M0.04%new13F-HRTimelineGroup
Leo Wealth, LLC17,453$1.61M0.12%-5913F-HRTimeline
HBK Sorce Advisory LLC17,360$1.6M0.04%-6413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,341$1.59M0.03%+61413F-HRTimelineGroup
HERITAGE INVESTORS MANAGEMENT CORP17,310$1.59M0.05%-27513F-HRTimeline
Pallas Capital Advisors LLC17,259$1.59M0.06%-22013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC17,238$1.59M0.81%+63713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …17,230$1.58M0.1%+18013F-HR/ATimeline
Farmers National Bank17,221$1.58M0.42%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC17,166$1.58M0.93%-56913F-HRTimeline
LOWE BROCKENBROUGH & CO INC17,148$1.58M0.09%-3513F-HRTimeline
Financial Partners Group, Inc17,144$1.58M0.22%-6913F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding17,022$1.57M0Timeline
SWMG, LLC16,475$1.56M0.53%+48813F-HRTimeline
Plum Street Advisors, LLC16,952$1.56M0.69%013F-HRTimeline
1ST SOURCE BANK16,935$1.56M0.09%-4013F-HRTimeline
Csenge Advisory Group17,483$1.56M0.08%+9,28113F-HRTimeline
Strategic Family Wealth Counselors, L.L…16,870$1.55M0.44%013F-HRTimeline
BOSTON FAMILY OFFICE LLC16,570$1.52M0.1%013F-HRTimeline
TWO SIGMA SECURITIES, LLC16,445$1.51M0.19%new13F-HRTimeline
Connecticut Wealth Management, LLC16,432$1.51M0.07%013F-HRTimeline
Baker Ellis Asset Management LLC16,214$1.49M0.2%013F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.16,067$1.48M1.22%+13413F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK16,066$1.48M0.2%013F-HRTimelineGroup
CERTUITY, LLC16,026$1.47M0.14%+2,05313F-HRTimeline
GRIES FINANCIAL LLC15,999$1.47M0.27%-5,23913F-HRTimeline
Parkside Financial Bank & Trust15,942$1.47M0.16%+5,41013F-HRTimeline
WestHill Financial Advisors, Inc.15,912$1.46M0.31%+41613F-HRTimeline
Linscomb Wealth, Inc.15,868$1.46M0.07%-1,68813F-HRTimeline
Compton Wealth Advisory Group, LLC15,824$1.46M0.37%+5613F-HRTimeline
Orgel Wealth Management, LLC15,799$1.45M0.04%-29513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…15,798$1.45M0.12%013F-HRTimeline
Atlas Brown,Inc.15,489$1.42M0.46%-22213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO15,370$1.41M0.02%-2,75313F-HRTimeline
Perennial Investment Advisors, LLC15,273$1.4M0.14%-1,15913F-HRTimeline
RAINIER FAMILY WEALTH INC15,266$1.4M1.4%-2,95013F-HRTimeline
WEST PACES ADVISORS INC.15,262$1.4M0.3%013F-HRTimeline
WEBSTER BANK, N. A.15,227$1.4M0.14%+48013F-HRTimeline
Hapanowicz & Associates Financial Servi…15,145$1.39M0.7%-8,32013F-HRTimeline
SlateStone Wealth, LLC15,142$1.39M0.13%-10013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI15,142$1.39M0.09%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,119$1.39M0.19%+6413F-HRTimeline
Luminvest Wealth Management LLC15,056$1.38M0.5%013F-HRTimeline
IFG Advisors, LLC15,049$1.38M0.23%-1,00013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,045$1.38M0.03%-9913F-HRTimelineGroup
MBA Advisors LLC14,948$1.37M0.63%-86513F-HRTimeline
Sage Mountain Advisors LLC14,756$1.36M0.09%+14,35313F-HRTimeline
Well Done, LLC14,665$1.35M0.25%+1,48213F-HRTimeline
Atala Financial Inc14,614$1.34M0.93%-11113F-HRTimeline
Empirical Asset Management, LLC14,540$1.34M0.41%+613F-HRTimeline
Compound Planning, Inc.14,521$1.34M0.05%-50713F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP14,463$1.33M0.2%-5913F-HRTimeline
Centennial Wealth Advisory LLC14,436$1.33M0.42%+50713F-HRTimeline
GM Advisory Group, LLC14,428$1.33M0.07%+42213F-HRTimeline
Sterling Capital Management LLC14,419$1.33M0.02%+1,18713F-HR/ATimeline
RKL Wealth Management LLC14,406$1.32M0.12%-5,49013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC14,284$1.31M0.05%-3913F-HRTimeline
Bill Few Associates, Inc.14,278$1.31M0.37%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION14,251$1.31M0.12%+3,62213F-HRTimeline
Kohmann Bosshard Financial Services, LLC14,163$1.3M0.15%-1,29513F-HRTimeline
SeaBridge Investment Advisors LLC14,001$1.29M0.24%013F-HRTimeline
PHILADELPHIA TRUST CO13,913$1.28M0.1%013F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.13,903$1.28M0.24%-21213F-HRTimeline
Klingman & Associates, LLC13,897$1.28M0.07%+1,40013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC13,888$1.28M0.05%+57813F-HRTimelineGroup
MOULTON WEALTH MANAGEMENT, INC13,617$1.28M0.96%new13F-HRTimeline
RMR Wealth Builders13,793$1.27M0.12%+83313F-HRTimeline
Simplicity Wealth,LLC13,785$1.27M0.05%+1,24913F-HRTimeline
Dominguez Wealth Management Solutions, …13,709$1.26M0.88%-8913F-HRTimeline
Seneca Financial Advisors LLC13,678$1.26M0.48%-52613F-HRTimeline
LYELL WEALTH MANAGEMENT, LP13,615$1.25M0.1%-5213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,484$1.24M0.09%013F-HRTimeline
Knuff & Co LLC13,437$1.24M0.39%-3,19613F-HRTimeline
NWAM LLC13,172$1.23M0.07%+29413F-HR/ATimeline
North Berkeley Wealth Management, LLC13,410$1.23M1.13%new13F-HRTimeline
MONECO ADVISORS, LLC13,404$1.23M0.11%-60013F-HRTimeline
TSFG, LLC13,298$1.22M0.22%013F-HRTimeline
CENTRAL TRUST Co13,152$1.21M0.03%+76713F-HRTimeline
Live Oak Private Wealth LLC13,084$1.2M0.18%+4,68713F-HRTimeline
MONETARY MANAGEMENT GROUP INC13,055$1.2M0.3%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …12,674$1.19M0.05%+9,22713F-HRTimelineGroup
Lansing Street Advisors12,942$1.19M0.35%+2,04313F-HRTimeline
FIDUCIENT ADVISORS LLC12,942$1.19M0.15%-3,19713F-HRTimeline
Occidental Asset Management, LLC12,837$1.18M0.16%+10013F-HRTimeline
Sunbeam Capital Management, LLC12,828$1.18M0.89%+3713F-HRTimeline
Consolidated Portfolio Review Corp12,663$1.16M0.16%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT12,650$1.16M0.01%-8,80413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,635$1.16M0.03%+1,84213F-HRTimelineGroup
Arkadios Wealth Advisors12,580$1.16M0.03%+8,91113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…12,523$1.15M0.28%-61513F-HRTimeline
Goldstein Advisors, LLC12,511$1.15M0.15%013F-HRTimeline
Laird Norton Wetherby Wealth Management…12,208$1.12M0.05%13F-HRTimeline
Prosperity Consulting Group, LLC12,154$1.12M0.08%+7,45013F-HRTimeline
OKABENA INVESTMENT SERVICES INC12,112$1.11M0.25%013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.12,074$1.11M0.7%013F-HRTimeline
Radnor Capital Management, LLC12,010$1.1M0.18%-3013F-HRTimeline
Sunbelt Securities, Inc.12,354$1.09M0.1%+77413F-HRTimeline
Blue Trust, Inc.11,845$1.09M0.01%-2,35013F-HRTimeline
OFC FINANCIAL PLANNING, LLC11,691$1.08M1.14%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,629$1.07M0.07%-19,97813F-HRTimeline
Heritage Trust Co11,541$1.06M0.12%+6013F-HRTimeline
Pine Haven Investment Counsel, Inc11,522$1.06M0.83%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group11,417$1.05M0.13%-4,62513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC11,404$1.05M0.03%+40313F-HRTimeline
Jupiter Wealth Management LLC11,000$1.05M0.53%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,364$1.05M0.09%+1,31613F-HRTimeline
TPG Financial Advisors, LLC11,361$1.04M0.42%+4,55113F-HRTimeline
Mason & Associates, LLC11,336$1.04M0.26%-85313F-HRTimeline