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Disclosery

IWR ISHARES TR

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SHS (fund)

1,510 managers (1,528 13F filers) reported a position in IWR shares at 2025-12-31, 400,670,070 shares in all. 93 filers opened a position and 65 filers sold out during the quarter.

Managers
1,510
13F filers
1,528
New
93
Added
557
Reduced
417
Sold out
65
Shares held by filers
400,670,070

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BankPlus Trust Departmentgroup of 2 filers holding25,643$2.47M+498Timeline
Madison Asset Management, LLCin group Madison Asset Management, LLC25,602$2.46M0.03%+19,29813F-HRTimelineGroup
Arkadios Wealth Advisors25,557$2.46M0.05%+10,80113F-HRTimeline
Denver PWM, LLC26,450$2.43M0.81%013F-HRTimeline
Indiana Trust & Investment Management Co25,265$2.43M0.72%-16013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…25,259$2.43M0.09%+5,29013F-HRTimelineGroup
Marquette Asset Management, LLC25,075$2.41M0.36%-1,69913F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC25,012$2.41M0.41%+24113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…25,000$2.41M<0.01%-84213F-HRTimelineGroup
DAGCO, INC.24,962$2.4M0.56%-94213F-HRTimeline
St. Clair Advisors, LLC24,925$2.4M0.62%+2,55013F-HRTimeline
Aprio Wealth Management, LLC3,915$2.39M0.14%-15813F-HRTimeline
Evensky & Katz LLC24,797$2.39M0.13%+2313F-HRTimeline
Goelzer Investment Management, Inc.24,765$2.38M0.11%-57613F-HRTimeline
Rehmann Capital Advisory Group24,687$2.38M0.12%+15,84913F-HRTimeline
Meridian Financial Partners LLC23,482$2.37M0.94%013F-HRTimeline
TD Waterhouse Canada Inc.24,388$2.35M0.01%+2,75113F-HRTimeline
Busey Bank24,336$2.34M0.06%-4213F-HRTimeline
ABLE Financial Group, LLC24,216$2.33M0.47%-36913F-HRTimeline
Sepio Capital, LP24,072$2.32M0.13%new13F-HRTimeline
Brooklyn Investment Group23,636$2.3M0.11%+16,55613F-HRTimeline
SVB WEALTH LLC23,924$2.3M0.14%+1,54713F-HRTimeline
Alley Investment Management Company, LLC23,729$2.28M0.27%-8013F-HRTimeline
MIDDLETON & CO INC/MA23,678$2.28M0.24%-22013F-HRTimeline
PINNACLE ASSOCIATES LTD23,531$2.27M0.03%-20013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,513$2.26M0.04%-1,61313F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…23,308$2.24M0.51%013F-HRTimeline
Parallel Advisors, LLC23,214$2.23M0.04%+1,92413F-HRTimeline
Oliver Luxxe Assets LLC23,194$2.23M0.34%-34213F-HRTimeline
Venture Visionary Partners LLC23,131$2.23M0.07%-11513F-HRTimeline
Wealthfront Advisers LLC23,026$2.22M<0.01%+4,28413F-HRTimeline
1900 WEALTH MANAGEMENT LLC22,954$2.21M0.14%-24813F-HRTimeline
LCNB CORP22,691$2.18M0.73%-18013F-HRTimeline
Ellenbecker Investment Group22,679$2.18M0.31%-21013F-HRTimeline
Welch & Forbes LLC22,555$2.17M0.03%-27713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV22,548$2.17M0.11%-1,49013F-HRTimeline
Gilman Hill Asset Management, LLC22,481$2.16M0.34%-7,22813F-HRTimeline
EASTERN BANK22,290$2.15M0.04%-10,20913F-HRTimeline
Venturi Wealth Management, LLC22,280$2.14M0.1%013F-HRTimeline
Heritage Wealth Advisors22,225$2.14M0.08%-8013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co22,225$2.14M0.02%+89413F-HRTimelineGroup
LAVELLE CAPITAL LP22,163$2.13M1.35%13F-HRTimeline
APPLETON PARTNERS INC/MA22,150$2.13M0.14%-63013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO22,102$2.13M0.59%-21,43613F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.22,086$2.13M0.16%013F-HRTimeline
Allworth Financial LP21,783$2.1M0.01%+1,62513F-HRTimeline
Crescent Grove Advisors, LLC21,781$2.1M0.2%+1,35713F-HRTimeline
Chesley Taft & Associates LLC21,723$2.09M0.08%+15013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …20,721$2.09M0.07%+9,14913F-HRTimelineGroup
COREPATH WEALTH PARTNERS LLC20,770$2.08M1.39%+3,66013F-HRTimeline
BG Investment Services, LLC21,557$2.08M1.85%-1,28513F-HRTimeline
1ST SOURCE BANK21,444$2.06M0.11%-27613F-HRTimeline
Paladin Partners, LLC21,250$2.05M1.52%13F-HRTimeline
Cornerstone Wealth Management, LLC21,247$2.05M0.11%+2413F-HRTimeline
Nvest Financial, LLC21,195$2.04M0.85%+4,48613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,189$2.04M<0.01%new13F-HRTimelineGroup
HORAN Wealth, LLC21,118$2.03M0.31%+1613F-HRTimeline
Manchester Capital Management LLC21,068$2.03M0.28%013F-HRTimeline
Americana Partners, LLC20,760$2M0.05%+3313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC20,750$2M0.04%+35313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding20,409$1.96M+1,234Timeline
Guardian Wealth Advisors, LLC20,378$1.96M1.11%-33413F-HRTimeline
SWMG, LLC19,213$1.96M0.54%+1,00213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC20,270$1.95M0.04%-57713F-HRTimeline
Farmers National Bank20,160$1.94M0.43%+1,65113F-HRTimeline
Roble, Belko & Company, Inc20,090$1.93M0.25%-31313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC20,001$1.93M0.04%+30013F-HRTimelineGroup
Climber Capital SA21,152$1.92M1.25%13F-HRTimeline
MBL Wealth, LLC19,919$1.92M0.15%+2,22513F-HRTimeline
Columbus Macro, LLC19,881$1.91M0.21%+78713F-HRTimeline
Clark Capital Management Group, Inc.19,854$1.91M0.01%+8,16513F-HRTimeline
TSG Advice Partners, LLC19,778$1.9M0.29%13F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp19,725$1.9M0.01%013F-HRTimelineGroup
SAXON INTERESTS, INC.19,716$1.9M0.67%-8013F-HRTimeline
WATERS PARKERSON & CO., LLC19,691$1.9M0.09%-50013F-HRTimeline
U.S. Capital Wealth Advisors, LLC19,677$1.89M0.05%-67913F-HRTimeline
Simmons Bankin group Simmons Bank19,569$1.88M0.13%013F-HRTimelineGroup
Zhang Financial LLC19,533$1.88M0.07%+913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …19,509$1.88M0.11%+1,94713F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC19,329$1.86M0.86%+98913F-HRTimeline
Montecito Bank & Trust19,277$1.86M0.3%-3213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,192$1.85M0.01%+2,61613F-HRTimeline
PEOPLES BANK /OH18,973$1.83M1.13%-1913F-HRTimeline
Fairway Wealth LLC18,911$1.82M0.49%+6913F-HRTimeline
Arax Advisory Partners18,866$1.82M0.05%new13F-HRTimeline
Csenge Advisory Group18,845$1.81M0.08%+413F-HRTimeline
PRIVATE MANAGEMENT GROUP INC18,805$1.81M0.05%013F-HRTimeline
Financial Partners Group, Inc18,217$1.81M0.21%+76813F-HRTimeline
RAINIER FAMILY WEALTH INC18,736$1.8M1.36%+2,91313F-HRTimeline
Legacy Bridge, LLC18,724$1.8M0.73%-7013F-HRTimeline
FMB WEALTH MANAGEMENT18,651$1.8M0.71%+42913F-HRTimeline
CONNING INC.in group CONNING INC.18,612$1.79M0.06%-1,98613F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB18,541$1.78M0.05%-7613F-HRTimeline
B. Riley Wealth Advisors, Inc.18,487$1.78M0.08%-1,09413F-HRTimeline
Belpointe Asset Management LLC18,485$1.78M0.06%+413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…18,346$1.77M0.08%013F-HRTimeline
Asset Allocation Strategies LLC18,303$1.76M0.33%-2,15013F-HRTimeline
Choate Investment Advisors18,242$1.76M0.03%-47013F-HRTimeline
PFG Investments, LLC18,184$1.75M0.08%-94613F-HRTimeline
Virtue Capital Management, LLC26,696$1.74M0.27%new13F-HR/ATimeline
Atala Financial Inc18,040$1.74M1.11%+49813F-HRTimeline
DAVIS R M INC17,854$1.72M0.03%+38313F-HRTimeline
Newport Capital Group, LLC17,770$1.71M1.05%+1313F-HR/ATimeline
MATRIX PRIVATE CAPITAL GROUP LLC17,766$1.71M0.87%+60013F-HRTimeline
Clear Harbor Asset Management, LLC17,747$1.71M0.12%+7813F-HRTimeline
HBK Sorce Advisory LLC16,763$1.71M0.04%+26413F-HRTimeline
Investors Research Corp17,704$1.7M0.31%013F-HRTimeline
Roundview Capital LLC17,674$1.7M0.1%+3613F-HRTimeline
Sage Capital Advisors,llc17,613$1.7M0.4%+4813F-HRTimeline
Leo Wealth, LLC17,582$1.69M0.12%+7113F-HRTimeline
WHITE PINE CAPITAL LLC17,457$1.68M0.46%-9013F-HRTimeline
Crumly & Associates Inc.17,403$1.68M0.35%-3013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI17,402$1.68M0.09%+2,50013F-HRTimeline
Strategic Family Wealth Counselors, L.L…16,870$1.67M0.38%013F-HRTimeline
WestHill Financial Advisors, Inc.17,382$1.67M0.32%+89813F-HRTimeline
MIdWestOne Financial Group, Inc.17,130$1.65M0.18%-1,00313F-HRTimeline
Strategic Advisors LLC16,916$1.63M0.26%-32013F-HRTimeline
Plum Street Advisors, LLC16,884$1.63M0.58%-3713F-HRTimeline
Evernest Financial Advisors, LLC15,912$1.62M0.34%-7,59513F-HRTimeline
Fulcrum Capital LLC16,863$1.62M0.33%-30713F-HRTimeline
Ausdal Financial Partners, Inc.16,858$1.62M0.08%+37413F-HRTimeline
Caprock Group, LLC16,794$1.62M0.03%+11,84213F-HRTimeline
BOSTON FAMILY OFFICE LLC16,729$1.61M0.1%+15913F-HRTimeline
Pallas Capital Advisors LLC16,700$1.61M0.05%-13313F-HRTimeline
Integrated Wealth Concepts LLC16,685$1.61M0.02%-24,54313F-HRTimeline
St. Louis Trust Co16,660$1.6M0.18%new13F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP16,625$1.6M0.05%-22513F-HRTimeline
Snowden Capital Advisors LLC16,581$1.6M0.04%+3,96713F-HRTimeline
Carroll Advisory Group, LLC16,464$1.58M0.69%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC16,390$1.58M0.14%-15113F-HRTimeline
Well Done, LLC16,336$1.57M0.24%+62313F-HRTimeline
IFG Advisors, LLC16,292$1.57M0.26%+1,02813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC16,264$1.57M<0.01%013F-HRTimelineGroup
Baker Ellis Asset Management LLC16,214$1.56M0.19%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC16,172$1.56M0.08%-51113F-HRTimeline
Caliber Wealth Management, LLC / KS16,140$1.55M0.17%-2,51913F-HRTimeline
SEGALL BRYANT & HAMILL, LLC16,085$1.55M0.02%new13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK16,047$1.54M0.21%-1913F-HRTimelineGroup
MOULTON WEALTH MANAGEMENT, INC15,871$1.54M1.46%-10913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,037$1.54M0.03%+97013F-HRTimelineGroup
SigFig Wealth Management, LLC15,998$1.54M0.05%+13,59513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC15,986$1.54M0.43%+12,84113F-HRTimeline
Parkside Financial Bank & Trust15,927$1.53M0.11%-1513F-HRTimeline
Compton Wealth Advisory Group, LLC15,901$1.53M0.33%+113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…15,798$1.52M0.1%013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP15,239$1.47M0.05%+6113F-HRTimeline
WEBSTER BANK, N. A.15,227$1.47M0.14%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,223$1.47M0.18%+5713F-HRTimeline
Avior Wealth Management, LLC15,211$1.46M0.05%+29513F-HRTimeline
GC Wealth Management RIA, LLC15,163$1.46M0.05%new13F-HRTimeline
Hapanowicz & Associates Financial Servi…15,152$1.46M0.57%+40213F-HRTimeline
Luminvest Wealth Management LLC15,056$1.45M0.4%013F-HRTimeline
SlateStone Wealth, LLC15,042$1.45M0.12%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC15,011$1.45M0.05%+86713F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC14,975$1.44M0.05%-64213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC14,871$1.43M<0.01%+2,42013F-HRTimelineGroup
Sage Mountain Advisors LLC14,756$1.42M0.08%013F-HRTimeline
Centennial Wealth Advisory LLC14,752$1.42M0.38%+4513F-HRTimeline
Atlas Brown,Inc.14,710$1.42M0.42%-58713F-HRTimeline
MBA Advisors LLC14,648$1.41M0.57%013F-HRTimeline
Simplicity Wealth,LLC14,636$1.41M0.08%+41613F-HRTimeline
WEST PACES ADVISORS INC.14,604$1.41M0.27%-60813F-HRTimeline
Orgel Wealth Management, LLC14,593$1.4M0.03%-94913F-HRTimeline
Qube Research & Technologies Ltd14,531$1.4M<0.01%+11,84913F-HRTimeline
Argentarii, LLC14,507$1.4M0.45%new13F-HRTimeline
Connecticut Wealth Management, LLC14,469$1.39M0.06%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP14,464$1.39M0.19%+113F-HRTimeline
PFG Advisors14,357$1.38M0.07%+1,75413F-HRTimeline
GM Advisory Group, LLC14,313$1.38M0.05%-12013F-HRTimeline
CERTUITY, LLC14,283$1.38M0.09%-1,06613F-HRTimeline
Linscomb Wealth, Inc.14,260$1.37M0.06%-13613F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD14,230$1.37M0.2%13F-HRTimeline
GREAT LAKES ADVISORS, LLC14,223$1.37M0.01%+1,03713F-HRTimeline
RMR Wealth Builders14,193$1.37M0.11%-21313F-HRTimeline
Bill Few Associates, Inc.14,193$1.37M0.34%013F-HRTimeline
SeaBridge Investment Advisors LLC14,001$1.35M0.22%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION13,973$1.35M0.11%-27813F-HRTimeline
Empirical Asset Management, LLC13,942$1.34M0.38%-69313F-HRTimeline
Ehrenkranz Partners L.P.13,935$1.34M1.52%+3713F-HRTimeline
PHILADELPHIA TRUST CO13,913$1.34M0.09%013F-HRTimeline
Bison Wealth, LLC13,943$1.33M0.15%+25913F-HRTimeline
Dominguez Wealth Management Solutions, …13,853$1.33M0.82%+12913F-HRTimeline
Klingman & Associates, LLC13,797$1.33M0.06%-10013F-HRTimeline
Jordan Park Group LLC13,742$1.32M0.08%-4,04813F-HRTimeline
MONETARY MANAGEMENT GROUP INC13,655$1.31M0.3%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,634$1.31M0.03%+4,27413F-HRTimelineGroup
MONTAG A & ASSOCIATES INC13,631$1.31M0.06%+8,82113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO13,516$1.3M0.02%-95113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,484$1.3M0.08%013F-HRTimeline
North Berkeley Wealth Management, LLC13,410$1.29M0.76%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV12,498$1.28M0.49%+6,42813F-HRTimeline
Winthrop Advisory Group LLC13,086$1.26M0.11%-38113F-HR/ATimeline
Live Oak Private Wealth LLC13,084$1.26M0.17%013F-HRTimeline
Occidental Asset Management, LLC12,961$1.25M0.15%013F-HRTimeline
Sunbeam Capital Management, LLC12,924$1.24M0.74%+5313F-HRTimeline
MidFirst Bank12,872$1.24M0.1%13F-HRTimeline
Strategic Blueprint, LLC12,776$1.23M0.07%+9613F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding12,561$1.23M+6,917Timeline
LYELL WEALTH MANAGEMENT, LP12,612$1.21M0.09%-97913F-HRTimeline
Sterling Capital Management LLC12,554$1.21M0.02%+1813F-HRTimeline