IWR ISHARES TR

SHS (fund)

1,399 managers (1,415 13F filers) reported a position in IWR shares at 2024-12-31, 359,232,316 shares in all. 96 filers opened a position and 55 filers sold out during the quarter.

Managers: 1,399
13F filers: 1,415
New: 96
Added: 471
Reduced: 404
Sold out: 55
Shares held by filers: 359,232,316

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Jupiter Wealth Management LLC	11,000	$972K	0.49%	0	13F-HR Timeline
Waldron Private Wealth LLC	10,950	$968K	0.04%	-422	13F-HR Timeline
Birch Hill Investment Advisors LLC	10,876	$961K	0.04%	-3,172	13F-HR Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…	10,875	$961K	0.03%	+65	13F-HR Timeline Group
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO	10,837	$958K	0.01%	-112	13F-HR Timeline Group
NBT BANK, N.A.in group NBT BANK, N.A.	10,810	$956K	0.07%	-31	13F-HR Timeline Group
FIRST FINANCIAL BANK - TRUST DIVISION	10,753	$951K	0.09%	0	13F-HR Timeline
Madison Asset Management, LLCgroup of 2 filers holding	10,746	$950K		+8,460	Timeline Madison Asset Management, LLC: 5,373 (0.01%) 13F-HR Madison Investment Advisors, LLC: 5,373 (0.01%) 13F-HR/A
GRIMES & Co WEALTH MANAGEMENT, LLC	10,702	$946K	0.03%	+708	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	10,692	$945K	0.05%	0	13F-HR Timeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	10,680	$944K	0.02%	+583	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	10,672	$943K	0.09%	0	13F-HR Timeline
Capital Investment Advisors, LLC	10,602	$937K	0.02%	-296	13F-HR Timeline
PINNEY & SCOFIELD, INC.	10,600	$937K	0.71%		13F-HR Timeline
PACIFIC FINANCIAL GROUP INC	10,572	$935K	0.69%	-333	13F-HR Timeline
New England Professional Planning Group…	10,517	$930K	0.46%	+2,501	13F-HR Timeline
Winthrop Advisory Group LLC	10,473	$926K	0.11%	-49	13F-HR Timeline
Operose Advisors LLC	10,427	$922K	0.32%	+6	13F-HR Timeline
PARTHENON LLC	10,323	$913K	0.11%	-1,000	13F-HR Timeline
Obermeyer Wealth Partners	10,303	$911K	0.05%	0	13F-HR Timeline
Beacon Financial Advisory LLC	10,273	$908K	0.3%	-142	13F-HR Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC	10,241	$905K	0.03%	+845	13F-HR Timeline Group
Narwhal Capital Management	10,231	$904K	0.08%	0	13F-HR Timeline
DUNCKER STREETT & CO INC	10,211	$903K	0.17%	0	13F-HR Timeline
Nemes Rush Group LLC	10,164	$899K	0.11%	+1,301	13F-HR Timeline
Certified Advisory Corp	10,159	$898K	0.1%	+115	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	10,125	$895K		0	Timeline Colonial Trust Advisors: 5,300 (0.04%) 13F-HR Colonial Trust Co / SC: 4,825 (0.06%) 13F-HR
Select Equity Group, L.P.	10,108	$894K	<0.01%	new	13F-HR Timeline
Arrowroot Family Office, LLC	10,073	$890K	0.46%	+1,640	13F-HR Timeline
M Holdings Securities, Inc.	10,062	$889K	0.14%	new	13F-HR/A Timeline
Compound Planning, Inc.	10,035	$887K	0.04%	new	13F-HR Timeline
LONDON CO OF VIRGINIA	10,031	$887K	<0.01%	new	13F-HR Timeline
Cynosure Group, LLC	10,030	$887K	0.13%	+37	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	9,977	$882K	0.39%	+1,645	13F-HR Timeline
Blue Oak Capital, LLC	9,974	$882K	0.54%		13F-HR Timeline
Optivise Advisory Services LLC	9,940	$879K	0.47%	0	13F-HR Timeline
Jackson Hole Capital Partners, LLC	9,927	$878K	0.18%	-415	13F-HR Timeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.	9,925	$877K	<0.01%	new	13F-HR Timeline Group
Leslie Global Wealth, LLC	9,881	$874K	0.41%	-471	13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	9,862	$872K	0.04%	-100	13F-HR Timeline
CW Advisors, LLC	9,853	$871K	0.01%	0	13F-HR Timeline
EPIQ Capital Group, LLC	9,756	$862K	0.22%	+35	13F-HR Timeline
CENTRAL BANK & TRUST CO	9,745	$861K	0.13%	-2,026	13F-HR Timeline
Breakwater Capital Group	9,733	$860K	0.17%	+84	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	9,713	$859K	0.02%	+1,123	13F-HR Timeline
Stillwater Capital Advisors, LLC	9,709	$858K	0.11%	-14	13F-HR Timeline
CURIO WEALTH, LLC	9,703	$858K	0.46%		13F-HR Timeline
Wealthquest Corp	9,662	$854K	0.07%	-4	13F-HR Timeline
Quantinno Capital Management LP	9,657	$854K	0.01%	+537	13F-HR Timeline
Ironwood Financial, llc	9,638	$852K	0.18%	0	13F-HR Timeline
Marcum Wealth, LLC	9,602	$849K	0.07%	+6	13F-HR Timeline
Armor Investment Advisors, LLC	9,530	$842K	0.35%	-240	13F-HR Timeline
MCF Advisors LLC	9,526	$842K	0.06%	+2,239	13F-HR Timeline
Israel Discount Bank of New York	9,521	$842K	0.61%	-914	13F-HR Timeline
North Star Investment Management Corp.	9,489	$839K	0.06%	0	13F-HR Timeline
Smith Salley Wealth Management	9,465	$837K	0.05%	+192	13F-HR Timeline
MidAtlantic Capital Management, Inc.	9,425	$833K	0.61%	-572	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	9,324	$824K	0.02%	0	13F-HR Timeline
GeoWealth Management, LLC	9,318	$824K	0.03%	+9,315	13F-HR Timeline
RiverFront Investment Group, LLC	9,313	$823K	0.02%	+1,581	13F-HR Timeline
Wealth Dimensions Group, Ltd.	9,249	$818K	0.2%	+4,455	13F-HR Timeline
Selective Wealth Management, Inc.	9,158	$817K	0.33%	-113	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	9,218	$815K	0.08%	+1,979	13F-HR Timeline
Belpointe Asset Management LLC	9,346	$809K	0.05%	-198	13F-HR Timeline
Live Oak Private Wealth LLC	9,147	$809K	0.14%	0	13F-HR Timeline
Baron Wealth Management LLC	9,135	$808K	0.38%	+28	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	9,128	$807K	0.06%	0	13F-HR Timeline
Altus Wealth Group LLC	9,089	$803K	0.36%	+1,065	13F-HR Timeline
Graypoint LLC	9,048	$800K	0.05%	+1,562	13F-HR Timeline
VIAWEALTH, LLC	9,017	$797K	0.48%	0	13F-HR Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	9,023	$797K	0.07%	-470,194	13F-HR Timeline
Bensler, LLC	8,966	$793K	0.09%	+1	13F-HR Timeline
PACES FERRY WEALTH ADVISORS, LLC	8,947	$791K	0.38%	-1,199	13F-HR Timeline
Plante Moran Financial Advisors, LLC	8,934	$790K	0.07%	-519	13F-HR Timeline
Center for Financial Planning, Inc.	8,894	$786K	0.1%	+650	13F-HR Timeline
Manchester Capital Management LLC	8,891	$786K	0.09%	0	13F-HR Timeline
SPIREPOINT PRIVATE CLIENT, LLC	8,855	$783K	0.1%	+4,880	13F-HR Timeline
LGL PARTNERS, LLC	8,812	$779K	0.11%	+32	13F-HR Timeline
Next Level Private LLC	8,750	$773K	0.31%	+9	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	8,725	$771K	0.06%	-4,077	13F-HR/A Timeline
Mill Capital Management, LLC	8,724	$771K	0.06%	0	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	8,705	$770K	0.06%	0	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	8,700	$769K	0.23%	0	13F-HR Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …	8,618	$762K	0.18%	+258	13F-HR Timeline Group
Investment Advisory Group, LLC	8,598	$760K	0.25%	-54	13F-HR Timeline
TRANSCEND CAPITAL ADVISORS, LLC	8,572	$758K	0.05%	+207	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	8,572	$758K	0.02%	+8	13F-HR Timeline Group
Precision Wealth Strategies, LLC	8,533	$754K	0.58%	0	13F-HR Timeline
Baldwin Investment Management, LLC	8,532	$754K	0.1%	new	13F-HR Timeline
BLB&B Advisors, LLC	8,499	$751K	0.04%	+166	13F-HR Timeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…	8,477	$749K	0.28%	+621	13F-HR Timeline
Orgel Wealth Management, LLC	8,421	$744K	0.02%	new	13F-HR Timeline
Glassman Wealth Services	8,397	$742K	0.12%	0	13F-HR Timeline
Foundations Investment Advisors, LLC	8,396	$742K	0.01%	-827	13F-HR Timeline
Retirement Planning Group, LLC	8,367	$740K	0.04%	+9	13F-HR Timeline
Shepherd Financial Partners LLC	8,340	$737K	0.09%	+1,155	13F-HR Timeline
S&CO INC	8,344	$737K	0.05%	0	13F-HR Timeline
BIP Wealth, LLC	8,270	$731K	0.05%	-51	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	8,261	$730K	0.02%	-538	13F-HR Timeline
WEDBUSH SECURITIES INC	8,243	$729K	0.03%	new	13F-HR Timeline
AAF Wealth Management, LLC	8,242	$729K	0.37%	+1,408	13F-HR/A Timeline
Beaumont Financial Advisors, LLC	8,149	$720K	0.05%	-114	13F-HR Timeline
Moors & Cabot, Inc.	8,083	$715K	0.03%	+157	13F-HR Timeline
Ausdal Financial Partners, Inc.	8,069	$713K	0.06%	+4,994	13F-HR Timeline
Princeton Global Asset Management LLC	7,985	$706K	0.13%	-251	13F-HR Timeline
SAPIENT CAPITAL LLC	7,932	$701K	0.01%	+219	13F-HR Timeline
Fermata Advisors, LLC	7,926	$701K	0.13%	-65	13F-HR Timeline
MOODY LYNN LIEBERSON & WALKER, LLC	7,902	$699K	0.04%	0	13F-HR Timeline
Dana Investment Advisors, Inc.	7,901	$698K	0.02%	0	13F-HR Timeline
Cassia Capital Partners, LLC	7,892	$698K	0.44%	+3,328	13F-HR Timeline
Flagstone Financial Management	7,870	$696K	0.23%	+47	13F-HR Timeline
IFP Advisors, Inc	7,859	$695K	0.02%	+5,372	13F-HR Timeline
Larson Financial Group LLC	7,847	$694K	0.04%	+1,149	13F-HR Timeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.	7,804	$690K	0.06%	0	13F-HR Timeline
BUCKHEAD CAPITAL MANAGEMENT LLC	7,791	$689K	0.22%	+91	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	7,780	$688K	0.16%	0	13F-HR Timeline
LEE DANNER & BASS INC	7,749	$685K	0.05%	+375	13F-HR Timeline
Summit Investment Advisory Services, LLC	7,688	$680K	0.35%	+161	13F-HR Timeline
BRADY FAMILY WEALTH, LLC	7,683	$679K	0.21%	0	13F-HR Timeline
Bragg Financial Advisors, Inc	7,673	$678K	0.03%	-338	13F-HR Timeline
JNBA Financial Advisors	7,662	$677K	0.07%	+1,173	13F-HR Timeline
Destiny Wealth Partners, LLC	7,612	$673K	0.11%	+1,249	13F-HR Timeline
BlueSky Wealth Advisors, LLC	7,481	$661K	0.1%	0	13F-HR Timeline
Pinnacle Bancorp, Inc.	7,474	$661K	0.21%	+36	13F-HR Timeline
LAKE STREET PRIVATE WEALTH, LLC	7,428	$657K	0.1%	-5,784	13F-HR Timeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…	7,401	$654K	0.12%	-1,060	13F-HR Timeline Group
ICW Investment Advisors LLC	7,316	$647K	0.27%	+2	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC	7,299	$645K	0.05%	0	13F-HR Timeline Group
FourThought Financial Partners, LLC	7,259	$642K	0.07%	0	13F-HR Timeline
Hirtle & Co., LLC	7,238	$640K	0.03%	+2,095	13F-HR Timeline
THOMPSON SIEGEL & WALMSLEY LLC	7,167	$634K	0.01%	0	13F-HR Timeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…	7,139	$632K	0.1%	+2	13F-HR Timeline
Bear Mountain Capital, Inc.	6,795	$630K	0.25%	0	13F-HR Timeline
Greenhouse Wealth Management, LLC	7,094	$627K	0.41%	+25	13F-HR Timeline
Smithfield Trust Co	7,116	$627K	0.03%	-487	13F-HR Timeline
BOK Financial Private Wealth, Inc.	7,057	$624K	0.05%	+5,494	13F-HR Timeline
Moss Adams Wealth Advisors LLC	7,038	$622K	0.07%	0	13F-HR Timeline
Trivium Point Advisory, LLC	7,027	$621K	0.08%	new	13F-HR Timeline
Cranbrook Wealth Management, LLC	7,020	$621K	0.14%	0	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	7,000	$619K	0.01%	+580	13F-HR Timeline
Vertex Planning Partners, LLC	6,955	$615K	0.14%	-98	13F-HR Timeline
STEVENS CAPITAL PARTNERS	6,944	$614K	0.28%	-100	13F-HR Timeline
McNaughton Wealth Management, LLC	6,940	$613K	0.3%	-76	13F-HR Timeline
First PREMIER Bank	6,928	$613K	0.16%	0	13F-HR Timeline
Anson Capital, Inc.	6,933	$613K	0.53%	0	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	6,925	$612K	0.06%	+42	13F-HR Timeline Group
CAPE COD FIVE CENTS SAVINGS BANK	6,907	$609K	0.05%	0	13F-HR Timeline
Florida Trust Wealth Management Co	6,869	$607K	0.02%	-115	13F-HR Timeline
Thomasville National Bank	6,854	$606K	0.04%	+2	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	6,812	$602K	0.05%	-45	13F-HR Timeline
MONTAG A & ASSOCIATES INC	6,764	$598K	0.03%	-48	13F-HR Timeline
TPG Financial Advisors, LLC	6,763	$598K	0.26%	0	13F-HR Timeline
Sandy Cove Advisors, LLC	6,712	$593K	0.23%	-456	13F-HR Timeline
Qube Research & Technologies Ltd	6,686	$591K	<0.01%	-6,838	13F-HR Timeline
HARBOUR INVESTMENTS, INC.	6,685	$591K	0.02%	-518	13F-HR Timeline
Ballew Advisors, Inc	6,676	$589K	0.38%	+3	13F-HR Timeline
Intrua Financial, LLC	6,604	$584K	0.09%	-607	13F-HR Timeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	6,600	$583K	0.03%	0	13F-HR Timeline
Wedmont Private Capital	6,656	$583K	0.03%	+20	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	6,588	$582K	<0.01%	+1,189	13F-HR Timeline Group
Dynamic Advisor Solutions LLC	6,585	$582K	0.03%	-5,641	13F-HR Timeline
Kolinsky Wealth Management, LLC	6,571	$581K	0.35%	+508	13F-HR Timeline
Caldwell Trust Co	6,539	$578K	0.06%	0	13F-HR Timeline
Lindbrook Capital, LLC	6,504	$575K	0.05%	0	13F-HR Timeline
Cordatus Wealth Management LLC	6,483	$573K	0.15%	+158	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	6,439	$569K	0.04%	0	13F-HR Timeline Group
BEARING POINT CAPITAL, LLC	6,409	$567K	0.12%		13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	6,396	$565K	0.21%	0	13F-HR Timeline
Tranquility Partners, LLC	6,232	$564K	0.21%	-392	13F-HR Timeline
RESTON WEALTH MANAGEMENT LLC	6,371	$563K	0.21%	+22	13F-HR Timeline
FORT WASHINGTON INVESTMENT ADVISORS INC…	6,370	$563K	<0.01%	0	13F-HR Timeline
Bangor Savings Bank	6,369	$563K	0.05%	+99	13F-HR Timeline
Mathes Company, Inc.	6,301	$557K	0.2%	0	13F-HR Timeline
First Bancorp, Inc /ME/	6,273	$555K	0.38%	+3,500	13F-HR Timeline
Segment Wealth Management, LLC	6,257	$553K	0.04%	0	13F-HR Timeline
SMI Advisory Services, LLC	6,245	$551K	0.13%	-148	13F-HR Timeline
Empower Advisory Group, LLC	6,215	$549K	<0.01%	-121	13F-HR Timeline
Northeast Financial Consultants Inc	6,208	$549K	0.02%	0	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	6,200	$548K	0.02%	0	13F-HR Timeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…	6,191	$547K	0.19%	0	13F-HR Timeline
Windsor Capital Management, LLC	6,188	$547K	0.16%	-1,459	13F-HR Timeline
Plan A Wealth LLC	6,179	$546K	0.5%		13F-HR Timeline
Advisory Resource Group	6,167	$545K	0.12%	-11	13F-HR Timeline
Westmount Partners, LLC	6,158	$544K	0.17%	0	13F-HR Timeline
Guardian Asset Advisors, LLC	6,124	$541K	0.35%	-1,966	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	6,120	$541K	0.02%	0	13F-HR Timeline
Western Wealth Management, LLC	6,110	$540K	0.04%	-250	13F-HR/A Timeline
DBK Financial Counsel, LLC	6,105	$540K	0.54%	0	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	6,096	$539K	0.01%	0	13F-HR/A Timeline Group
MGO ONE SEVEN LLC	6,083	$538K	0.02%	+1,162	13F-HR Timeline
First Nebraska Trust Co	6,050	$535K	0.05%	0	13F-HR Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …	6,045	$534K	<0.01%	+4,489	13F-HR Timeline Group
Financial Advocates Investment Manageme…	6,045	$534K	0.03%	+121	13F-HR Timeline
Richardson Capital Management LLC	6,005	$531K	0.34%	0	13F-HR Timeline
TFC Financial Management, Inc.	6,000	$530K	0.08%	0	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	5,998	$530K	0.09%	0	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	5,995	$530K	0.05%	-1,503	13F-HR Timeline
Forum Private Client Group LLC	5,986	$529K	0.24%	-986	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	5,976	$528K	0.03%	-125	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	5,960	$527K	0.05%	0	13F-HR Timeline