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Disclosery

IWR ISHARES TR

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SHS (fund)

1,506 managers (1,527 13F filers) reported a position in IWR shares at 2026-03-31, 419,699,862 shares in all. 81 filers opened a position and 78 filers sold out during the quarter.

Managers
1,506
13F filers
1,527
New
81
Added
464
Reduced
540
Sold out
78
Shares held by filers
419,699,862

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
DOVER ADVISORS, LLC25,951$2.52M1.04%-89613F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC25,296$2.46M0.33%-2,69013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC25,200$2.45M<0.01%-9,60013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…25,141$2.44M0.07%-11813F-HR/ATimelineGroup
TD Waterhouse Canada Inc.24,926$2.44M0.01%+53813F-HRTimeline
Brooklyn Investment Group25,018$2.43M0.08%+1,38213F-HRTimeline
Aprio Wealth Management, LLC24,886$2.42M0.13%+20,97113F-HRTimeline
Indiana Trust & Investment Management Co24,615$2.39M0.74%-65013F-HRTimeline
Trivium Point Advisory, LLC24,507$2.38M0.43%-3,73413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,468$2.38M0.12%+1,92013F-HRTimeline
DAVENPORT & Co LLC24,369$2.37M0.01%-115,78413F-HRTimeline
Cornerstone Wealth Management, LLC24,365$2.37M0.12%+3,11813F-HRTimeline
Crescent Grove Advisors, LLC24,246$2.36M0.23%+2,46513F-HRTimeline
Goelzer Investment Management, Inc.24,169$2.35M0.11%-59613F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC24,039$2.34M0.09%+16,22113F-HRTimelineGroup
DAGCO, INC.24,033$2.34M0.51%-92913F-HRTimeline
Allworth Financial LP23,862$2.32M0.01%+2,07913F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC23,684$2.3M0.39%-1,32813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,622$2.3M<0.01%+2,43313F-HRTimelineGroup
EARNEST PARTNERS LLC23,531$2.29M0.01%-88,05513F-HRTimeline
MIDDLETON & CO INC/MA23,478$2.28M0.26%-20013F-HRTimeline
Marquette Asset Management, LLC23,403$2.28M0.34%-1,67213F-HRTimeline
Alley Investment Management Company, LLC23,399$2.28M0.28%-33013F-HRTimeline
SAXON INTERESTS, INC.23,349$2.27M0.78%+3,63313F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…23,308$2.27M0.53%013F-HRTimeline
ABLE Financial Group, LLC23,250$2.26M0.44%-96613F-HRTimeline
Paller Financial Services Inc23,015$2.24M1.85%+17,75313F-HRTimeline
SVB WEALTH LLC23,005$2.24M0.15%-91913F-HRTimeline
1900 WEALTH MANAGEMENT LLC23,002$2.24M0.14%+4813F-HRTimeline
Venture Visionary Partners LLC22,958$2.23M0.07%-17313F-HRTimeline
LCNB CORP22,873$2.22M0.75%+18213F-HRTimeline
1ST SOURCE BANK22,717$2.21M0.11%+1,27313F-HRTimeline
Parallel Advisors, LLC22,645$2.2M0.04%-56913F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…22,564$2.19M<0.01%-2,43613F-HRTimelineGroup
Welch & Forbes LLC22,435$2.18M0.03%-12013F-HRTimeline
Ellenbecker Investment Group22,401$2.18M0.29%-27813F-HRTimeline
RAINIER FAMILY WEALTH INC22,333$2.17M1.46%+3,59713F-HRTimeline
Venturi Wealth Management, LLC22,280$2.17M0.1%013F-HRTimeline
Merit Financial Group, LLC22,260$2.16M0.02%-3,82513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO22,194$2.16M0.6%+9213F-HRTimeline
LAVELLE CAPITAL LP22,163$2.15M1.34%013F-HRTimeline
COREPATH WEALTH PARTNERS LLC21,240$2.15M1.45%+47013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.22,086$2.15M0.17%013F-HRTimeline
APPLETON PARTNERS INC/MA22,050$2.14M0.15%-10013F-HRTimeline
Busey Bank21,982$2.14M0.06%-2,35413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,974$2.14M<0.01%+16,97413F-HRTimelineGroup
Nvest Financial, LLC21,936$2.13M0.79%+74113F-HRTimeline
Oliver Luxxe Assets LLC21,828$2.12M0.32%-1,36613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co21,809$2.12M0.03%-41613F-HRTimelineGroup
Paladin Partners, LLC21,740$2.11M1.52%+49013F-HRTimeline
HARBOUR INVESTMENTS, INC.21,629$2.1M0.03%+14,96813F-HRTimeline
Chesley Taft & Associates LLC21,558$2.1M0.09%-16513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC21,555$2.1M0.04%+1,55413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…21,302$2.07M0.05%+14,52113F-HRTimelineGroup
Manchester Capital Management LLC21,068$2.05M0.3%013F-HRTimeline
Evensky & Katz LLC20,791$2.02M0.11%-4,00613F-HRTimeline
Americana Partners, LLC20,760$2.02M0.05%013F-HRTimeline
Columbus Macro, LLC20,528$2M0.21%+64713F-HRTimeline
Gilman Hill Asset Management, LLC20,481$1.99M0.3%-2,00013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC20,419$1.99M0.04%-33113F-HRTimeline
Farmers National Bank20,278$1.97M0.43%+11813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding20,160$1.96M-249Timeline
Climber Capital SA21,152$1.94M1.27%013F-HRTimeline
Roble, Belko & Company, Inc19,952$1.94M0.25%-13813F-HRTimeline
EASTERN BANK19,790$1.92M0.03%-2,50013F-HRTimeline
BG Investment Services, LLC19,776$1.92M1.6%-1,78113F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp19,735$1.92M0.02%+1013F-HRTimelineGroup
Simmons Bankin group Simmons Bank19,498$1.9M0.13%-7113F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC19,489$1.89M0.89%+16013F-HRTimeline
Zhang Financial LLC19,391$1.89M0.07%-14213F-HRTimeline
MBL Wealth, LLC19,344$1.88M0.14%-57513F-HRTimeline
PEOPLES BANK /OH19,143$1.86M1.14%+17013F-HRTimeline
Denver PWM, LLC17,670$1.86M0.64%-8,78013F-HRTimeline
Csenge Advisory Group19,088$1.86M0.08%+24313F-HRTimeline
WATERS PARKERSON & CO., LLC19,065$1.85M0.1%-62613F-HRTimeline
Fairway Wealth LLC18,957$1.84M0.49%+4613F-HRTimeline
CERTUITY, LLC18,859$1.83M0.12%+4,57613F-HRTimeline
Legacy Bridge, LLC18,854$1.83M0.7%+13013F-HRTimeline
Montecito Bank & Trust18,840$1.83M0.3%-43713F-HRTimeline
PRIVATE MANAGEMENT GROUP INC18,805$1.83M0.05%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO18,803$1.83M0.03%+5,28713F-HRTimeline
CONNING INC.in group CONNING INC.18,612$1.81M0.06%013F-HRTimelineGroup
Clark Capital Management Group, Inc.18,594$1.81M0.01%-1,26013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC18,426$1.79M0.86%+66013F-HRTimeline
MassMutual Private Wealth & Trust, FSB18,394$1.79M0.05%-14713F-HRTimeline
Ausdal Financial Partners, Inc.18,390$1.79M0.08%+1,53213F-HRTimeline
Guardian Wealth Advisors, LLC18,296$1.78M1.02%-2,08213F-HRTimeline
Atala Financial Inc18,126$1.77M1.19%+8613F-HRTimeline
HBK Sorce Advisory LLC16,791$1.77M0.04%+2813F-HRTimeline
Linscomb Wealth, Inc.18,145$1.76M0.08%+3,88513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…18,108$1.76M0.11%-23813F-HRTimeline
U.S. Capital Wealth Advisors, LLC18,103$1.76M0.04%-1,57413F-HRTimeline
SigFig Wealth Management, LLC18,059$1.76M0.05%+2,06113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC17,886$1.74M0.03%-2,38413F-HRTimeline
Financial Partners Group, Inc17,859$1.74M0.21%-35813F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp17,843$1.73M0.01%-22,44813F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI17,818$1.73M0.08%+41613F-HRTimeline
Belpointe Asset Management LLC17,775$1.73M0.06%-71013F-HRTimeline
Clear Harbor Asset Management, LLC17,747$1.73M0.12%013F-HRTimeline
Investors Research Corp17,725$1.72M0.33%+2113F-HRTimeline
Newport Capital Group, LLC17,698$1.72M1.05%-7213F-HRTimeline
Well Done, LLC17,697$1.72M0.25%+1,36113F-HRTimeline
Roundview Capital LLC17,674$1.72M0.11%013F-HRTimeline
Leo Wealth, LLC17,630$1.71M0.12%+4813F-HRTimeline
Sage Capital Advisors,llc17,624$1.71M0.4%+1113F-HRTimeline
B. Riley Wealth Advisors, Inc.18,075$1.71M0.11%-41213F-HRTimeline
Crumly & Associates Inc.17,564$1.71M0.36%+16113F-HRTimeline
DAVIS R M INC17,409$1.69M0.03%-44513F-HRTimeline
WHITE PINE CAPITAL LLC17,401$1.69M0.46%-5613F-HR/ATimeline
TSG Advice Partners, LLC17,259$1.68M0.25%-2,51913F-HRTimeline
PINNACLE ASSOCIATES LTD17,246$1.68M0.02%-6,28513F-HRTimeline
WestHill Financial Advisors, Inc.17,146$1.67M0.32%-23613F-HRTimeline
Strategic Advisors LLC17,134$1.67M0.28%+21813F-HRTimeline
Sepio Capital, LP17,118$1.66M0.09%-6,95413F-HRTimeline
MONEYWISE, INC.17,007$1.65M0.72%+6,37813F-HRTimeline
Evernest Financial Advisors, LLC15,912$1.65M0.34%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…16,870$1.64M0.43%013F-HRTimeline
Plum Street Advisors, LLC16,864$1.64M0.57%-2013F-HRTimeline
Caprock Group, LLC16,795$1.63M0.04%+113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,695$1.62M0.03%+65813F-HRTimelineGroup
St. Louis Trust Co16,660$1.62M0.19%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16,637$1.62M<0.01%+1,76613F-HRTimelineGroup
HERITAGE INVESTORS MANAGEMENT CORP16,625$1.62M0.05%013F-HRTimeline
BOSTON FAMILY OFFICE LLC16,623$1.62M0.11%-10613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…16,596$1.61M0.12%+9,12213F-HRTimelineGroup
TOWER BRIDGE ADVISORS16,576$1.61M0.16%new13F-HRTimeline
WEBSTER BANK, N. A.16,436$1.6M0.15%+1,20913F-HRTimeline
Carroll Advisory Group, LLC16,433$1.6M0.62%-3113F-HRTimeline
Asset Allocation Strategies LLC16,405$1.6M0.28%-1,89813F-HRTimeline
Kohmann Bosshard Financial Services, LLC16,342$1.59M0.15%-4813F-HR/ATimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC16,264$1.58M<0.01%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.223,419$1.58M0.01%+14,59513F-HRTimelineGroup
Baker Ellis Asset Management LLC16,214$1.58M0.19%013F-HRTimeline
Fulcrum Capital LLC16,200$1.58M0.34%-66313F-HRTimeline
Choate Investment Advisors16,170$1.57M0.03%-2,07213F-HRTimeline
Compton Wealth Advisory Group, LLC15,952$1.56M0.35%+5113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK16,047$1.56M0.22%013F-HRTimelineGroup
Blue Trust, Inc.16,022$1.56M0.02%+4,40013F-HRTimeline
IFG Advisors, LLC15,933$1.55M0.25%-35913F-HRTimeline
LOWE BROCKENBROUGH & CO INC15,672$1.52M0.08%-50013F-HRTimeline
Avior Wealth Management, LLC15,578$1.51M0.04%+36713F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV14,425$1.51M0.54%+1,92713F-HRTimeline
PFG Investments, LLC15,550$1.51M0.07%-2,63413F-HRTimeline
Parkside Financial Bank & Trust15,489$1.51M0.12%-43813F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP15,280$1.49M0.06%+4113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,238$1.48M0.18%+1513F-HRTimeline
GC Wealth Management RIA, LLC15,163$1.47M0.06%013F-HRTimeline
MARQUETTE ASSOCIATES, INC.15,136$1.47M1.6%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC15,074$1.47M0.05%+6313F-HRTimeline
Luminvest Wealth Management LLC15,056$1.46M0.38%013F-HRTimeline
Pallas Capital Advisors LLC15,035$1.46M0.05%-1,66513F-HRTimeline
Bison Wealth, LLC13,943$1.46M0.14%013F-HRTimeline
SlateStone Wealth, LLC14,942$1.45M0.12%-10013F-HRTimeline
Empirical Asset Management, LLC14,838$1.44M0.38%+89613F-HRTimeline
Odyssey Capital Advisors, Inc.14,818$1.44M1.29%+2,45213F-HRTimeline
Hapanowicz & Associates Financial Servi…14,769$1.44M0.57%-38313F-HRTimeline
Sage Mountain Advisors LLC14,756$1.43M0.1%013F-HRTimeline
Atlas Brown,Inc.14,680$1.43M0.43%-3013F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD14,670$1.43M0.21%+44013F-HRTimeline
WEST PACES ADVISORS INC.14,604$1.42M0.28%013F-HRTimeline
Centennial Wealth Advisory LLC14,562$1.42M0.34%-19013F-HRTimeline
OKABENA INVESTMENT SERVICES INC14,547$1.41M0.27%+2,43513F-HRTimeline
Argentarii, LLC14,507$1.41M0.49%013F-HRTimeline
Connecticut Wealth Management, LLC14,469$1.41M0.06%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP14,464$1.41M0.19%013F-HRTimeline
Simplicity Wealth,LLC14,458$1.41M0.08%-17813F-HRTimeline
Hirtle & Co., LLC14,431$1.4M0.05%+9,28813F-HRTimeline
MBA Advisors LLC14,412$1.4M0.54%-23613F-HRTimeline
Caliber Wealth Management, LLC / KS14,334$1.39M0.15%-1,80613F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.14,334$1.39M0.09%+6,12413F-HRTimeline
Orgel Wealth Management, LLC14,268$1.39M0.03%-32513F-HRTimeline
MONTAG A & ASSOCIATES INC14,131$1.37M0.06%+50013F-HRTimeline
MONETARY MANAGEMENT GROUP INC14,105$1.37M0.33%+45013F-HRTimeline
Bill Few Associates, Inc.14,013$1.36M0.33%-18013F-HRTimeline
SeaBridge Investment Advisors LLC14,001$1.36M0.23%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION13,973$1.36M0.11%013F-HRTimeline
PHILADELPHIA TRUST CO13,913$1.35M0.1%013F-HRTimeline
Dominguez Wealth Management Solutions, …13,828$1.34M0.81%-2513F-HRTimeline
RMR Wealth Builders13,782$1.34M0.11%-41113F-HRTimeline
Klingman & Associates, LLC13,775$1.34M0.06%-2213F-HRTimeline
Heartland Bank & Trust Co13,700$1.33M0.3%new13F-HRTimeline
Ehrenkranz Partners L.P.13,500$1.31M1.04%-43513F-HRTimeline
North Berkeley Wealth Management, LLC13,410$1.3M0.69%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,244$1.29M0.08%-24013F-HRTimeline
Snowden Capital Advisors LLC13,217$1.29M0.03%-3,36413F-HRTimeline
Forefront Wealth Partners, LLC13,199$1.28M0.54%+1,92213F-HRTimeline
WCG Wealth Advisors LLC13,169$1.28M0.04%+2,25113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC13,161$1.28M0.07%-15,79113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT13,156$1.28M0.01%-97,23713F-HRTimeline
Winthrop Advisory Group LLC13,098$1.27M0.1%+1213F-HRTimeline
Live Oak Private Wealth LLC13,084$1.27M0.18%013F-HRTimeline
MidFirst Bank13,031$1.27M0.1%+15913F-HRTimeline
Occidental Asset Management, LLC12,961$1.26M0.15%013F-HRTimeline
Sunbeam Capital Management, LLC12,958$1.26M0.72%+3413F-HRTimeline
RiverFront Investment Group, LLC12,753$1.24M0.02%+1,35013F-HRTimeline
Strategic Blueprint, LLC12,718$1.24M0.07%-5813F-HRTimeline
Arrowroot Family Office, LLC12,614$1.23M0.41%+1,66513F-HR/ATimeline
Cassaday & Co Wealth Management LLC12,604$1.23M0.03%+1,27513F-HRTimeline
Sterling Capital Management LLC12,516$1.22M0.02%-3813F-HRTimeline
SAPIENT CAPITAL LLC12,448$1.21M0.02%+3,78813F-HR/ATimeline