Skip to content
Disclosery

IWR ISHARES TR

Follow

SHS (fund)

1,569 managers (1,590 13F filers) reported a position in IWR shares at 2026-06-30, 435,827,994 shares in all. 117 filers opened a position and 52 filers sold out during the quarter.

Managers
1,569
13F filers
1,590
New
117
Added
507
Reduced
504
Sold out
52
Shares held by filers
435,827,994

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Wedmont Private Capital13,043$1.43M0.04%+3,76813F-HRTimeline
Advisors Capital Management, LLC12,992$1.43M0.02%+1,03013F-HRTimeline
RMR Wealth Builders12,984$1.43M0.09%-79813F-HRTimeline
Occidental Asset Management, LLC12,861$1.42M0.14%-10013F-HRTimeline
Investors Research Corp12,640$1.39M0.25%-5,08513F-HRTimeline
Modern Wealth Management, LLC12,597$1.39M0.02%+3,79313F-HRTimeline
Arrowroot Family Office, LLC12,564$1.39M0.4%-5013F-HRTimeline
CENTRAL TRUST Co12,557$1.39M0.03%+1,07513F-HRTimeline
Simmons Bankin group Simmons Bank12,518$1.38M0.08%-6,98013F-HRTimelineGroup
Savvy Advisors, Inc.12,473$1.38M0.03%+1,29213F-HRTimeline
SAPIENT CAPITAL LLC12,448$1.37M0.02%013F-HR/ATimeline
Sterling Capital Management LLC12,397$1.37M0.02%-11913F-HRTimeline
EARNEST PARTNERS LLC12,242$1.35M<0.01%-11,28913F-HRTimeline
Snowden Capital Advisors LLC12,233$1.35M0.03%-98413F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV12,198$1.35M0.02%013F-HRTimeline
Leslie Global Wealth, LLC12,181$1.34M0.52%+75413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT12,156$1.34M0.36%+34813F-HRTimeline
BECKER CAPITAL MANAGEMENT INC12,144$1.34M0.04%013F-HRTimeline
Perennial Investment Advisors, LLC12,128$1.34M0.09%+1,81913F-HRTimeline
Atria Investments, Inc12,036$1.33M0.01%+5,14513F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP12,012$1.33M0.01%+7,46213F-HRTimelineGroup
Radnor Capital Management, LLC12,010$1.32M0.19%013F-HRTimeline
CAPITAL CITY TRUST CO/FL11,991$1.32M0.27%+8,02013F-HRTimeline
Evernest Financial Advisors, LLC11,979$1.32M0.28%-3,93313F-HRTimeline
Koss-Olinger Consulting, LLC11,950$1.32M0.1%-102,39313F-HRTimeline
Seneca Financial Advisors LLC11,824$1.3M0.34%+3113F-HRTimeline
MONECO ADVISORS, LLC11,776$1.3M0.08%+1,95813F-HRTimeline
Heritage Trust Co11,732$1.29M0.11%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd11,700$1.29M0.03%+8,18513F-HRTimeline
Pine Haven Investment Counsel, Inc11,522$1.27M0.85%013F-HRTimeline
Plus Group Wealth Advisors LLC11,518$1.27M1.2%new13F-HRTimeline
Compound Planning, Inc.11,482$1.27M0.03%-48813F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC11,454$1.26M0.36%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.11,411$1.26M0.05%+1,47313F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.11,366$1.25M0.68%-40013F-HRTimeline
TPG Financial Advisors, LLC11,353$1.25M0.37%-24613F-HRTimeline
USAdvisors Wealth Management, LLC11,341$1.25M0.36%-13113F-HRTimeline
Cassaday & Co Wealth Management LLC11,329$1.25M0.02%-1,27513F-HRTimeline
Midwest Financial Group LLC11,182$1.23M0.43%+2,41713F-HRTimeline
Rare Wolf Capital LLC11,151$1.23M0.79%+113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,096$1.22M0.06%+8713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT11,095$1.22M0.07%-22013F-HRTimelineGroup
Kendall Capital Management11,000$1.21M0.2%013F-HRTimeline
Jupiter Wealth Management LLC11,000$1.21M0.49%013F-HRTimeline
Blue Trust, Inc.10,953$1.21M0.01%-5,06913F-HRTimeline
Wellspring Financial Advisors, LLC10,932$1.21M0.08%013F-HRTimeline
Stillwater Capital Advisors, LLC10,873$1.2M0.12%+113F-HRTimeline
Columbia Asset Management10,872$1.2M0.21%013F-HRTimeline
Operose Advisors LLC10,769$1.19M0.23%+20513F-HRTimeline
PINNEY & SCOFIELD, INC.10,760$1.19M0.58%013F-HRTimeline
DUNCKER STREETT & CO INC10,731$1.18M0.2%-9913F-HRTimeline
Birch Hill Investment Advisors LLC10,706$1.18M0.05%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,682$1.18M0.01%+2,84213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.10,673$1.18M0.08%+313F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,669$1.18M0.02%-16913F-HRTimeline
Western Wealth Management, LLC10,666$1.18M0.04%-20013F-HRTimeline
Sunbeam Capital Management, LLC10,586$1.17M0.53%-2,37213F-HRTimeline
OFC FINANCIAL PLANNING, LLC10,549$1.16M1.03%013F-HRTimeline
Mill Capital Management, LLC10,524$1.16M0.08%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP10,512$1.16M0.07%-1,20013F-HRTimeline
Center for Wealth Management Advisory10,427$1.15M0.72%013F-HRTimeline
Retirement Planning Group, LLC10,365$1.14M0.03%-31113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,336$1.14M<0.01%+1613F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC10,332$1.14M0.08%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…10,326$1.14M0.17%-11513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,331$1.14M0.07%+2,67213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding10,275$1.13M+219Timeline
Narwhal Capital Management10,231$1.13M0.08%013F-HRTimeline
Mason & Associates, LLC10,201$1.13M0.23%-3413F-HRTimeline
First Financial Bankshares Inc10,196$1.12M0.02%013F-HRTimeline
Advisor Resource Council10,112$1.12M0.37%013F-HRTimeline
NWAM LLC10,093$1.11M0.06%+4,23913F-HRTimeline
Moors & Cabot, Inc.9,998$1.1M0.04%-25013F-HRTimeline
Breakwater Capital Group9,950$1.1M0.13%013F-HRTimeline
American Wealth Advisors, LLC9,931$1.1M1.03%+13113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,925$1.09M<0.01%013F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.9,886$1.09M0.1%013F-HRTimeline
RKL Wealth Management LLC9,876$1.09M0.09%-45213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,756$1.08M0.01%-64213F-HRTimelineGroup
North Star Investment Management Corp.9,660$1.07M0.06%013F-HRTimeline
Apella Capital, LLC9,684$1.07M0.02%013F-HRTimeline
AlphaCore Capital LLC9,571$1.06M0.02%+1,89613F-HRTimeline
Asset Advisory Group, Inc.9,558$1.05M0.46%+813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC9,551$1.05M0.06%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…9,538$1.05M0.06%013F-HRTimeline
Plante Moran Financial Advisors, LLC9,524$1.05M0.05%+2813F-HRTimeline
BURLING WEALTH PARTNERS, LLC9,473$1.05M0.15%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…9,408$1.04M0.28%-76013F-HRTimeline
Beacon Financial Advisory LLC9,402$1.04M0.2%+613F-HRTimeline
PATTEN & PATTEN INC/TN9,400$1.04M0.05%013F-HRTimeline
PARTHENON LLC9,323$1.03M0.11%013F-HRTimeline
Harbor Asset Planning, Inc.9,294$1.03M0.77%+2513F-HRTimeline
Dana Investment Advisors, Inc.9,286$1.02M0.03%+33713F-HRTimeline
Circle Wealth Management, LLC9,249$1.02M0.01%+213F-HRTimeline
CWA Asset Management Group, LLC9,249$1.02M0.03%+33513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,238$1.02M0.07%-2713F-HRTimeline
Waldron Private Wealth LLC9,213$1.02M0.04%-84513F-HRTimeline
Whitener Capital Management, Inc.9,199$1.01M0.21%+5,02713F-HRTimeline
E&G Advisors, LLC9,153$1.01M0.2%013F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC9,116$1.01M0.34%013F-HRTimeline
Goldstein Advisors, LLC9,112$1.01M0.09%013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC9,086$1M0.41%-69413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp9,081$1M0.05%+1,74913F-HRTimelineGroup
Selective Wealth Management, Inc.9,158$1M0.26%013F-HRTimeline
GeoWealth Management, LLC9,066$1M0.03%-7013F-HRTimeline
BIP Wealth, LLC9,059$999K0.03%+80213F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,990$992K0.01%013F-HRTimeline
LGL PARTNERS, LLC8,978$990K0.36%+2413F-HRTimeline
Capital Investment Advisors, LLC8,949$987K0.01%-1513F-HRTimeline
Rehmann Capital Advisory Group8,948$987K0.05%+56013F-HRTimeline
Center for Financial Planning, Inc.8,896$981K0.09%-4713F-HRTimeline
Baron Wealth Management LLC8,889$981K0.25%-5313F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC8,846$976K0.37%-7613F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC8,826$974K0.05%-67513F-HRTimeline
Heritage Wealth Advisors8,801$971K0.03%013F-HRTimeline
Certified Advisory Corp8,801$971K0.08%+30513F-HRTimeline
Innovative Wealth Building LLC8,787$969K0.56%+68813F-HRTimeline
GC Wealth Management RIA, LLC8,774$968K0.06%-6,38913F-HRTimeline
LEE DANNER & BASS INC8,766$967K0.06%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST8,760$966K0.08%+14313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,649$954K0.05%-33813F-HRTimeline
Crusonia Wealth Advisors LLC8,646$954K0.16%+5,73313F-HRTimeline
Larson Financial Group LLC8,636$953K0.03%+1,01913F-HRTimeline
Precision Wealth Strategies, LLC8,533$941K0.28%013F-HRTimeline
CURIO WEALTH, LLC8,519$940K0.29%+51113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC8,516$939K0.08%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,504$938K0.04%-40213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,453$933K0.02%+54513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,432$930K0.02%-14413F-HRTimelineGroup
Tranquility Partners, LLC8,425$929K0.32%+15913F-HRTimeline
CENTRAL BANK & TRUST CO8,400$927K0.13%+4413F-HRTimeline
Glassman Wealth Services8,397$926K0.11%013F-HRTimeline
Baldwin Investment Management, LLC8,363$923K0.09%013F-HRTimeline
S&CO INC8,344$920K0.05%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC8,324$918K0.44%+2013F-HRTimeline
Ironwood Financial, llc8,333$915K0.14%-513F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP8,261$911K0.16%+35113F-HR/ATimeline
FULTON BREAKEFIELD BROENNIMAN LLC8,257$911K0.05%-4013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC8,256$911K0.06%-5013F-HRTimeline
BLB&B Advisors, LLC8,241$909K0.03%+1,30313F-HRTimeline
Bragg Financial Advisors, Inc8,234$908K0.02%+68513F-HRTimeline
Foundations Investment Advisors, LLC8,220$907K0.01%-10213F-HRTimeline
Triad Wealth Partners, LLC8,140$904K0.05%+1,51213F-HRTimeline
FOCUSED ALPHA, LLC8,187$903K0.23%+47413F-HRTimeline
Beaumont Financial Advisors, LLC8,166$901K0.06%013F-HRTimeline
Smith Salley Wealth Management8,136$898K0.04%+18613F-HRTimeline
Summit Investment Advisory Services, LLC8,079$891K0.22%+5713F-HRTimeline
New England Professional Planning Group…8,058$889K0.33%+613F-HRTimeline
CVFG LLC8,039$887K0.09%+32513F-HRTimeline
Fermata Advisors, LLC7,991$882K0.18%+413F-HRTimeline
IMC-Chicago, LLC7,982$881K0.01%+2,02213F-HRTimeline
Obermeyer Wealth Partners7,963$878K0.04%013F-HRTimeline
Diversified Enterprises, LLC7,958$878K0.04%+32513F-HRTimeline
MidAtlantic Capital Management, Inc.7,945$877K0.54%-35113F-HRTimeline
Polaris Investment Advisors, LLC7,932$875K0.56%013F-HRTimeline
Next Level Private LLC7,923$874K0.17%-3213F-HRTimeline
Princeton Global Asset Management LLC7,912$873K0.13%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC7,911$873K0.05%-12513F-HRTimeline
Shepherd Financial Partners LLC7,850$866K0.07%-513F-HRTimeline
Flagstone Financial Management7,823$863K0.19%013F-HRTimeline
Wealthquest Corp7,799$860K0.05%013F-HRTimeline
Bensler, LLC7,787$859K0.08%+29113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA7,780$858K0.16%013F-HRTimeline
McMillan Office, Inc.7,736$853K0.1%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,732$853K0.02%-19713F-HRTimelineGroup
GWN SECURITIES INC.7,701$850K0.14%-13613F-HRTimeline
SFMG, LLC7,643$843K0.05%+1,93613F-HRTimeline
RHUMBLINE ADVISERS7,624$841K<0.01%+2,42313F-HRTimeline
FIRST AMERICAN TRUST, FSB7,589$837K0.05%013F-HRTimeline
Caldwell Trust Co7,531$831K0.07%013F-HRTimeline
INVENIO WEALTH PARTNERS LLC7,529$831K0.3%013F-HRTimeline
JNBA Financial Advisors7,507$828K0.06%-8713F-HRTimeline
BlueSky Wealth Advisors, LLC7,481$825K0.1%013F-HRTimeline
FIDUCIENT ADVISORS LLC7,479$825K0.12%+27613F-HRTimeline
DIVERSIFIED MANAGEMENT INC7,463$823K0.18%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,433$820K0.03%-2713F-HRTimeline
Independent Advisor Alliance7,407$817K0.02%-185,44313F-HRTimeline
BRADY FAMILY WEALTH, LLC7,390$815K0.24%013F-HRTimeline
First Bancorp, Inc /ME/7,386$815K0.32%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,356$811K<0.01%-78513F-HRTimelineGroup
VIAWEALTH, LLC7,352$811K0.41%013F-HRTimeline
Montis Financial, LLC7,309$806K0.16%-8513F-HRTimeline
Black Swift Group, LLC7,300$805K0.12%new13F-HRTimeline
ICW Investment Advisors LLC7,275$803K0.28%013F-HRTimeline
FourThought Financial Partners, LLC7,259$801K0.06%013F-HRTimeline
Greenhouse Wealth Management, LLC7,228$797K0.56%+1913F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,212$796K0.2%+31613F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC7,167$791K0.01%013F-HRTimeline
Roan Capital Partners7,130$787K0.65%-4,69913F-HRTimeline
UPTICK PARTNERS, LLC7,087$782K0.12%+25013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,086$782K<0.01%+1,76813F-HRTimelineGroup
Cranbrook Wealth Management, LLC7,020$774K0.14%013F-HRTimeline
BOK Financial Private Wealth, Inc.7,012$774K0.04%-3913F-HRTimeline
Anson Capital, Inc.6,933$765K0.5%013F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT6,923$764K0.82%-21113F-HRTimeline
Ballew Advisors, Inc6,921$764K0.39%+18213F-HRTimeline
Smithfield Trust Co6,940$763K0.03%013F-HRTimeline
Cassia Capital Partners, LLC6,915$763K0.37%013F-HRTimeline
Sterling Investment Counsel, LLC6,905$762K0.18%-25513F-HRTimeline
Vickerman Investment Advisors, Inc.6,846$755K0.15%+31213F-HRTimeline