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Disclosery

IWR ISHARES TR

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SHS (fund)

1,417 managers (1,432 13F filers) reported a position in IWR shares at 2025-09-30, 384,701,670 shares in all. 69 filers opened a position and 68 filers sold out during the quarter.

Managers
1,417
13F filers
1,432
New
69
Added
477
Reduced
457
Sold out
68
Shares held by filers
384,701,670

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
RETIREMENT INCOME SOLUTIONS, INC24,771$2.39M0.41%+29013F-HRTimeline
ABLE Financial Group, LLC24,585$2.37M0.51%-2,50413F-HRTimeline
Busey Bank24,378$2.35M0.07%-78413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,038$2.32M0.14%-34513F-HRTimeline
MIDDLETON & CO INC/MA23,898$2.31M0.25%-1,50813F-HRTimeline
Alley Investment Management Company, LLC23,809$2.3M0.27%-14213F-HRTimeline
PINNACLE ASSOCIATES LTD23,731$2.29M0.03%-70013F-HRTimeline
Meridian Financial Partners LLC23,482$2.28M0.95%013F-HRTimeline
Oliver Luxxe Assets LLC23,536$2.27M0.36%-10913F-HRTimeline
Evernest Financial Advisors, LLC23,507$2.27M0.64%013F-HRTimeline
Merit Financial Group, LLC23,396$2.26M0.02%-5,76713F-HR/ATimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…23,308$2.25M0.48%013F-HRTimeline
Venture Visionary Partners LLC23,246$2.24M0.08%+1713F-HRTimeline
1900 WEALTH MANAGEMENT LLC23,202$2.24M0.15%-77513F-HRTimeline
Ellenbecker Investment Group22,889$2.21M0.33%+3813F-HRTimeline
LCNB CORP22,871$2.21M0.77%+70213F-HRTimeline
BG Investment Services, LLC22,842$2.21M2.18%-79413F-HRTimeline
Welch & Forbes LLC22,832$2.2M0.03%+10513F-HRTimeline
APPLETON PARTNERS INC/MA22,780$2.2M0.15%-213F-HRTimeline
Legacy Trust22,540$2.18M0.43%+72513F-HRTimeline
SVB WEALTH LLC22,377$2.16M0.12%new13F-HRTimeline
St. Clair Advisors, LLC22,375$2.16M0.57%+9113F-HRTimeline
Heritage Wealth Advisors22,305$2.15M0.09%013F-HRTimeline
Venturi Wealth Management, LLC22,280$2.15M0.1%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC22,200$2.14M<0.01%-50013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.22,086$2.13M0.18%-9013F-HRTimeline
1ST SOURCE BANK21,720$2.1M0.11%+4,78513F-HRTimeline
TD Waterhouse Canada Inc.21,637$2.09M0.01%+3,14913F-HRTimeline
Chesley Taft & Associates LLC21,573$2.08M0.09%-40113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co21,331$2.06M0.02%013F-HRTimelineGroup
Parallel Advisors, LLC21,290$2.06M0.04%-17713F-HRTimeline
Cornerstone Wealth Management, LLC21,223$2.05M0.11%+11413F-HRTimeline
HORAN Wealth, LLC21,102$2.04M0.32%new13F-HRTimeline
Manchester Capital Management LLC21,068$2.03M0.28%-99013F-HRTimeline
One Capital Management, LLC21,015$2.03M0.06%-50413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC20,847$2.01M0.04%+2,06813F-HRTimeline
Americana Partners, LLC20,727$2M0.06%+13,67713F-HRTimeline
Guardian Wealth Advisors, LLC20,712$2M1.13%-1,88913F-HRTimeline
CONNING INC.in group CONNING INC.20,598$1.99M0.07%-58,40313F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP20,553$1.98M0.17%+10,75613F-HRTimelineGroup
Asset Allocation Strategies LLC20,453$1.97M0.39%-3,49613F-HRTimeline
Crescent Grove Advisors, LLC20,424$1.97M0.19%-2713F-HRTimeline
Roble, Belko & Company, Inc20,403$1.97M0.27%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC20,397$1.97M0.04%-32313F-HRTimeline
U.S. Capital Wealth Advisors, LLC20,356$1.97M0.05%-89813F-HRTimeline
Meridian Wealth Management, LLC20,235$1.95M0.07%-72713F-HRTimeline
WATERS PARKERSON & CO., LLC20,191$1.95M0.1%013F-HRTimeline
Farther Finance Advisors, LLC20,158$1.95M0.03%+75113F-HRTimeline
Allworth Financial LP20,158$1.95M0.01%+1,07713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19,969$1.93M0.08%+18,20813F-HRTimelineGroup
Boston Trust Walden Corpin group Boston Trust Walden Corp19,725$1.9M0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC19,701$1.9M0.04%-53013F-HRTimelineGroup
SAXON INTERESTS, INC.19,796$1.9M0.74%-19,57813F-HRTimeline
B. Riley Wealth Advisors, Inc.19,581$1.89M0.09%-12,18513F-HRTimeline
Simmons Bankin group Simmons Bank19,569$1.89M0.13%-59213F-HRTimelineGroup
Continuum Advisory, LLC19,546$1.89M0.2%+1,66913F-HRTimeline
Zhang Financial LLC19,524$1.89M0.08%+713F-HRTimeline
Montecito Bank & Trust19,309$1.86M0.29%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding19,175$1.85M+305Timeline
PFG Investments, LLC19,130$1.85M0.1%+67913F-HRTimeline
Columbus Macro, LLC19,094$1.84M0.21%-21713F-HRTimeline
PEOPLES BANK /OH18,992$1.83M1.13%-20313F-HRTimeline
Fairway Wealth LLC18,842$1.82M0.51%+5613F-HRTimeline
Csenge Advisory Group18,841$1.82M0.09%+1,35813F-HRTimeline
PRIVATE MANAGEMENT GROUP INC18,805$1.82M0.05%013F-HRTimeline
Legacy Bridge, LLC18,794$1.81M0.76%+10013F-HRTimeline
Wealthfront Advisers LLC18,742$1.81M<0.01%+60813F-HRTimeline
Choate Investment Advisors18,712$1.81M0.04%+21813F-HRTimeline
Caliber Wealth Management, LLC / KS18,659$1.8M0.2%-8,93313F-HRTimeline
MassMutual Private Wealth & Trust, FSB18,617$1.8M0.05%+7613F-HRTimeline
Farmers National Bank18,509$1.79M0.42%+1,28813F-HRTimeline
Belpointe Asset Management LLC18,481$1.78M0.07%-23613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…18,346$1.77M0.09%013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC18,340$1.77M0.83%+1,10213F-HRTimeline
SWMG, LLC18,211$1.76M0.53%+1,73613F-HRTimeline
FMB WEALTH MANAGEMENT18,222$1.76M0.75%013F-HRTimeline
MIdWestOne Financial Group, Inc.18,133$1.75M0.21%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,811$1.72M0.03%+47013F-HRTimelineGroup
Jordan Park Group LLC17,790$1.72M0.1%-1,56313F-HRTimeline
Newport Capital Group, LLC17,757$1.71M1.08%-33413F-HRTimeline
Investors Research Corp17,704$1.71M0.32%-46913F-HRTimeline
MBL Wealth, LLC17,694$1.71M0.15%-30013F-HRTimeline
Clear Harbor Asset Management, LLC17,669$1.71M0.12%013F-HR/ATimeline
Roundview Capital LLC17,638$1.7M0.11%013F-HRTimeline
Sage Capital Advisors,llc17,565$1.7M0.4%-43413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …17,562$1.7M0.1%+33213F-HRTimeline
WHITE PINE CAPITAL LLC17,547$1.69M0.49%-2,36713F-HRTimeline
Atala Financial Inc17,542$1.69M1.06%+2,92813F-HRTimeline
Leo Wealth, LLC17,511$1.69M0.22%+5813F-HRTimeline
DAVIS R M INC17,471$1.69M0.03%-31013F-HRTimeline
Financial Partners Group, Inc17,449$1.68M0.21%+30513F-HRTimeline
Crumly & Associates Inc.17,433$1.68M0.37%-4,40313F-HRTimeline
COREPATH WEALTH PARTNERS LLC17,110$1.66M1.21%+12,63113F-HRTimeline
Strategic Advisors LLC17,236$1.66M0.27%-76813F-HRTimeline
Fulcrum Capital LLC17,170$1.66M0.34%-1,31913F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC17,166$1.66M0.88%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding17,022$1.64M0Timeline
Plum Street Advisors, LLC16,921$1.63M0.63%-3113F-HRTimeline
Strategic Family Wealth Counselors, L.L…16,870$1.63M0.42%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP16,850$1.63M0.05%-46013F-HRTimeline
Pallas Capital Advisors LLC16,833$1.63M0.06%-42613F-HRTimeline
Nvest Financial, LLC16,709$1.61M0.93%-3,63013F-HRTimeline
LOWE BROCKENBROUGH & CO INC16,683$1.61M0.08%-46513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,576$1.6M0.01%+5,32013F-HRTimeline
BOSTON FAMILY OFFICE LLC16,570$1.6M0.1%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC16,541$1.6M0.16%+2,37813F-HRTimeline
WestHill Financial Advisors, Inc.16,484$1.59M0.31%+57213F-HRTimeline
Ausdal Financial Partners, Inc.16,484$1.59M0.08%+7,74413F-HRTimeline
HBK Sorce Advisory LLC16,499$1.59M0.04%-86113F-HR/ATimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC16,264$1.57M<0.01%-3,20213F-HRTimelineGroup
Baker Ellis Asset Management LLC16,214$1.57M0.19%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK16,066$1.55M0.2%013F-HRTimelineGroup
MOULTON WEALTH MANAGEMENT, INC15,980$1.54M1.12%+2,36313F-HRTimeline
Parkside Financial Bank & Trust15,942$1.54M0.12%013F-HRTimeline
Compton Wealth Advisory Group, LLC15,900$1.54M0.36%+7613F-HRTimeline
RAINIER FAMILY WEALTH INC15,823$1.53M1.36%+55713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…15,798$1.53M0.11%013F-HRTimeline
Well Done, LLC15,713$1.52M0.26%+1,04813F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC15,617$1.51M0.05%+1,72913F-HRTimelineGroup
Orgel Wealth Management, LLC15,542$1.5M0.03%-25713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,499$1.5M<0.01%+9,96213F-HRTimelineGroup
CERTUITY, LLC15,349$1.48M0.1%-67713F-HRTimeline
Atlas Brown,Inc.15,297$1.48M0.44%-19213F-HRTimeline
IFG Advisors, LLC15,264$1.47M0.24%+21513F-HRTimeline
WEBSTER BANK, N. A.15,227$1.47M0.14%013F-HRTimeline
WEST PACES ADVISORS INC.15,212$1.47M0.29%-5013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP15,178$1.47M0.06%-2,64513F-HRTimeline
EARNEST PARTNERS LLC15,169$1.46M0.01%-5,85813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,166$1.46M0.17%+4713F-HRTimeline
GRIES FINANCIAL LLC15,141$1.46M0.23%-85813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …15,134$1.46M<0.01%+9,22813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,067$1.45M0.03%+2213F-HRTimelineGroup
Luminvest Wealth Management LLC15,056$1.45M0.47%013F-HRTimeline
SlateStone Wealth, LLC15,042$1.45M0.13%-10013F-HRTimeline
Avior Wealth Management, LLC14,916$1.44M0.05%+7,15213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI14,902$1.44M0.08%-24013F-HRTimeline
Perennial Investment Advisors, LLC14,760$1.43M0.12%-51313F-HRTimeline
Arkadios Wealth Advisors14,756$1.42M0.03%+2,17613F-HRTimeline
Sage Mountain Advisors LLC14,756$1.42M0.08%013F-HRTimeline
Hapanowicz & Associates Financial Servi…14,750$1.42M0.66%-39513F-HRTimeline
Centennial Wealth Advisory LLC14,707$1.42M0.4%+27113F-HRTimeline
FIDUCIENT ADVISORS LLC14,669$1.42M0.17%+1,72713F-HRTimeline
MBA Advisors LLC14,648$1.41M0.6%-30013F-HRTimeline
Empirical Asset Management, LLC14,635$1.41M0.39%+9513F-HRTimeline
Connecticut Wealth Management, LLC14,469$1.4M0.06%-1,96313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO14,467$1.4M0.02%-90313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP14,463$1.4M0.2%013F-HRTimeline
GM Advisory Group, LLC14,433$1.39M0.06%+513F-HRTimeline
RMR Wealth Builders14,406$1.39M0.12%+61313F-HRTimeline
Linscomb Wealth, Inc.14,396$1.39M0.06%-1,47213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION14,251$1.38M0.12%013F-HRTimeline
Simplicity Wealth,LLC14,220$1.37M0.08%+43513F-HRTimeline
Bill Few Associates, Inc.14,193$1.37M0.35%-8513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC14,144$1.37M0.05%-14013F-HRTimeline
SeaBridge Investment Advisors LLC14,001$1.35M0.22%013F-HRTimeline
PHILADELPHIA TRUST CO13,913$1.34M0.09%013F-HRTimeline
Ehrenkranz Partners L.P.13,898$1.34M1.18%13F-HRTimeline
Klingman & Associates, LLC13,897$1.34M0.07%013F-HRTimeline
Dominguez Wealth Management Solutions, …13,724$1.33M0.84%+1513F-HRTimeline
MONETARY MANAGEMENT GROUP INC13,655$1.32M0.3%+60013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP13,591$1.31M0.1%-2413F-HRTimeline
Bison Wealth, LLC13,684$1.31M0.12%+3,60313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,484$1.3M0.08%013F-HRTimeline
Winthrop Advisory Group LLC13,467$1.3M0.11%+3,14113F-HRTimeline
North Berkeley Wealth Management, LLC13,410$1.29M1.02%013F-HRTimeline
Compound Planning, Inc.13,234$1.28M0.04%-1,28713F-HRTimeline
GREAT LAKES ADVISORS, LLC13,186$1.27M0.01%-4,41013F-HRTimeline
TSFG, LLC13,144$1.27M0.2%-15413F-HRTimeline
Live Oak Private Wealth LLC13,084$1.26M0.18%013F-HRTimeline
Occidental Asset Management, LLC12,961$1.25M0.16%+12413F-HRTimeline
Wells Trecaso Financial Group, LLC12,929$1.25M0.59%-12,09413F-HRTimeline
Sunbeam Capital Management, LLC12,871$1.24M0.77%+4313F-HRTimeline
Consolidated Portfolio Review Corp12,848$1.24M0.16%+18513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,790$1.23M0.01%+1,53413F-HRTimelineGroup
CENTRAL TRUST Co12,754$1.23M0.03%-39813F-HRTimeline
Strategic Blueprint, LLC12,680$1.22M0.05%+9,76313F-HRTimeline
Snowden Capital Advisors LLC12,614$1.22M0.03%+2,05013F-HRTimeline
PFG Advisors12,603$1.22M0.05%new13F-HRTimeline
Sterling Capital Management LLC12,536$1.21M0.02%-1,88313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC12,451$1.2M<0.01%+7,26113F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC12,319$1.19M0.07%+69013F-HRTimeline
Laird Norton Wetherby Wealth Management…12,208$1.18M0.05%013F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV12,198$1.18M0.02%new13F-HR/ATimeline
OKABENA INVESTMENT SERVICES INC12,187$1.18M0.23%+7513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC12,144$1.17M0.03%new13F-HRTimeline
MONECO ADVISORS, LLC12,054$1.16M0.1%-1,35013F-HRTimeline
NWAM LLC12,060$1.16M0.06%-1,11213F-HR/ATimeline
Radnor Capital Management, LLC12,010$1.16M0.18%013F-HRTimeline
Seneca Financial Advisors LLC11,995$1.16M0.38%-1,68313F-HRTimeline
Heritage Trust Co11,959$1.15M0.12%+41813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,866$1.15M0.03%+46213F-HRTimeline
Sunbelt Securities, Inc.11,846$1.14M0.08%-50813F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.11,710$1.13M0.65%-36413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT11,689$1.13M0.01%-96113F-HRTimeline
Clark Capital Management Group, Inc.11,689$1.13M0.01%+89813F-HRTimeline
Empowered Funds, LLC11,654$1.13M0.01%+5,33613F-HRTimeline
Pine Haven Investment Counsel, Inc11,522$1.11M0.8%013F-HRTimeline
USAdvisors Wealth Management, LLC11,503$1.11M0.38%+46813F-HRTimeline
Nordwand Advisors, LLC11,485$1.11M0.18%+2,95013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group11,482$1.11M0.13%+6513F-HRTimelineGroup