Skip to content
Disclosery

IWR ISHARES TR

Follow

SHS (fund)

1,363 managers (1,377 13F filers) reported a position in IWR shares at 2025-03-31, 374,319,288 shares in all. 77 filers opened a position and 102 filers sold out during the quarter.

Managers
1,363
13F filers
1,377
New
77
Added
435
Reduced
491
Sold out
102
Shares held by filers
374,319,288

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
INDEPENDENT FINANCIAL GROUP, LLC11,001$936K0.03%-77913F-HRTimeline
Waldron Private Wealth LLC10,917$929K0.04%-3313F-HRTimeline
Lansing Street Advisors10,899$927K0.31%new13F-HRTimeline
Columbia Asset Management10,872$925K0.19%-19313F-HRTimeline
RiverFront Investment Group, LLC10,848$923K0.02%+1,53513F-HRTimeline
Legacy Wealth Management, LLC / MS10,846$923K0.3%+6,57813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,837$922K0.01%013F-HRTimelineGroup
Birch Hill Investment Advisors LLC10,826$921K0.04%-5013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,793$918K0.03%+55213F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,680$909K0.02%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC10,679$908K0.03%-2313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC10,672$908K0.09%013F-HRTimeline
Coppell Advisory Solutions LLC7,470$906K0.13%+7,14013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION10,629$904K0.09%-12413F-HRTimeline
PINNEY & SCOFIELD, INC.10,600$902K0.65%013F-HRTimeline
Operose Advisors LLC10,539$897K0.3%+11213F-HRTimeline
Parkside Financial Bank & Trust10,532$896K0.11%+6,06213F-HRTimeline
PACIFIC FINANCIAL GROUP INC10,528$896K0.72%-4413F-HRTimeline
New England Professional Planning Group…10,524$895K0.45%+713F-HRTimeline
Winthrop Advisory Group LLC10,482$892K0.11%+913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.10,480$892K0.06%-33013F-HRTimelineGroup
Leslie Global Wealth, LLC10,449$889K0.43%+56813F-HRTimeline
Obermeyer Wealth Partners10,394$884K0.05%+9113F-HRTimeline
PARTHENON LLC10,323$878K0.11%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp10,314$877K0.06%-5,23213F-HRTimelineGroup
Narwhal Capital Management10,231$870K0.08%013F-HRTimeline
Stillwater Capital Advisors, LLC10,222$870K0.12%+51313F-HRTimeline
DUNCKER STREETT & CO INC10,211$869K0.17%013F-HRTimeline
Advisors Capital Management, LLC10,175$866K0.01%-86213F-HRTimeline
Nemes Rush Group LLC10,168$865K0.11%+413F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…10,167$865K0.32%+6,16713F-HRTimeline
Snowden Capital Advisors LLC10,118$861K0.03%-89013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,048$855K0.09%+83013F-HRTimeline
Blue Oak Capital, LLC9,974$848K0.47%013F-HRTimeline
Optivise Advisory Services LLC9,940$846K0.47%013F-HRTimeline
Jackson Hole Capital Partners, LLC9,927$844K0.17%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,925$844K<0.01%013F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.9,862$839K0.04%013F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP11,148$835K0.17%-24213F-HRTimeline
OPTIMUM INVESTMENT ADVISORS9,678$823K0.39%-29913F-HRTimeline
Breakwater Capital Group9,654$821K0.15%-7913F-HRTimeline
Ironwood Financial, llc9,638$820K0.18%013F-HRTimeline
Dynasty Wealth Management, LLC9,610$818K0.01%-11,55913F-HRTimeline
Marcum Wealth, LLC9,608$817K0.07%+613F-HRTimeline
Jaffetilchin Investment Partners, LLC9,562$813K0.06%+3,86913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding9,556$813K-569Timeline
NEW SOUTH CAPITAL MANAGEMENT INC9,530$811K0.04%-147,69513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC9,520$810K<0.01%new13F-HRTimelineGroup
Armor Investment Advisors, LLC9,509$809K0.33%-2113F-HRTimeline
North Star Investment Management Corp.9,489$807K0.06%013F-HRTimeline
Vertex Planning Partners, LLC9,412$801K0.17%+2,45713F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC9,391$799K0.06%+2,57913F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,324$793K0.02%013F-HRTimeline
Beacon Financial Advisory LLC9,320$793K0.24%-95313F-HRTimeline
Cynosure Group, LLC9,298$791K0.11%-73213F-HRTimeline
GeoWealth Management, LLC9,284$790K0.03%-3413F-HRTimeline
Wealth Dimensions Group, Ltd.9,249$787K0.19%013F-HRTimeline
Cyndeo Wealth Partners, LLC9,239$786K0.05%+3,39613F-HRTimeline
Foundations Investment Advisors, LLC9,204$783K0.01%+80813F-HRTimeline
MidAtlantic Capital Management, Inc.9,160$779K0.61%-26513F-HRTimeline
Fiduciary Alliance LLC9,122$776K0.08%new13F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors9,080$772K0.45%new13F-HRTimelineGroup
Smith Salley Wealth Management9,053$770K0.05%-41213F-HRTimeline
Graypoint LLC9,049$770K0.05%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB9,027$768K0.02%-68613F-HRTimeline
VIAWEALTH, LLC9,017$767K0.47%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,988$765K0.06%+28313F-HRTimeline
Beck Bode, LLC8,936$760K0.14%-2,07313F-HRTimeline
Baron Wealth Management LLC8,914$758K0.33%-22113F-HRTimeline
Wealthquest Corp8,908$758K0.06%-75413F-HR/ATimeline
Center for Financial Planning, Inc.8,902$757K0.1%+813F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC8,873$755K0.38%-7413F-HRTimeline
LGL PARTNERS, LLC8,838$752K0.36%+2613F-HRTimeline
Plante Moran Financial Advisors, LLC8,823$751K0.06%-11113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,752$745K0.02%+18013F-HRTimelineGroup
Mill Capital Management, LLC8,724$742K0.06%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC8,719$742K0.04%-6,74313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.8,700$740K0.21%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…8,679$738K0.26%+20213F-HRTimeline
Ausdal Financial Partners, Inc.8,674$738K0.06%+60513F-HRTimeline
Altus Wealth Group LLC8,646$736K0.34%-44313F-HRTimeline
Investment Advisory Group, LLC8,642$735K0.25%+4413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST8,617$733K0.08%+2,75013F-HRTimeline
Strong Tower Advisory Services9,600$733K0.18%new13F-HRTimeline
Next Level Private LLC8,606$732K0.27%-14413F-HRTimeline
WEDBUSH SECURITIES INC8,608$732K0.03%+36513F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC8,589$731K0.05%-14,47413F-HRTimeline
Moors & Cabot, Inc.8,580$730K0.04%+49713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,576$730K0.05%+413F-HRTimeline
Selective Wealth Management, Inc.9,158$729K0.32%013F-HRTimeline
Precision Wealth Strategies, LLC8,533$726K0.55%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC8,511$724K0.09%-34413F-HRTimeline
First Financial Bankshares Inc8,488$722K0.02%-2,56413F-HRTimeline
IFP Advisors, Inc8,485$722K0.02%+62613F-HRTimeline
MCF Advisors LLC8,483$722K0.05%-1,04313F-HRTimeline
Glassman Wealth Services8,449$719K0.12%+5213F-HRTimeline
SAPIENT CAPITAL LLC8,425$717K0.01%+49313F-HRTimeline
Retirement Planning Group, LLC8,408$715K0.03%+4113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,400$715K<0.01%-61,50013F-HRTimeline
BLB&B Advisors, LLC8,399$715K0.04%-10013F-HRTimeline
Live Oak Private Wealth LLC8,397$714K0.12%-75013F-HRTimeline
Baldwin Investment Management, LLC8,363$711K0.09%-16913F-HRTimeline
S&CO INC8,344$709K0.05%013F-HRTimeline
Shepherd Financial Partners LLC8,296$706K0.08%-4413F-HRTimeline
BIP Wealth, LLC8,286$705K0.05%+1613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,204$698K0.02%-5713F-HRTimeline
Beaumont Financial Advisors, LLC8,149$693K0.05%013F-HRTimeline
CENTRAL BANK & TRUST CO8,080$687K0.11%-1,66513F-HRTimeline
Princeton Global Asset Management LLC7,963$677K0.13%-2213F-HRTimeline
Fermata Advisors, LLC7,932$675K0.12%+613F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC7,902$672K0.04%013F-HRTimeline
Dana Investment Advisors, Inc.7,901$672K0.02%013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC7,900$672K<0.01%new13F-HRTimelineGroup
Flagstone Financial Management7,870$670K0.22%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.7,804$664K0.06%013F-HRTimeline
Bensler, LLC7,792$663K0.08%-1,17413F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC7,791$663K0.21%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA7,780$662K0.16%013F-HRTimeline
Western Wealth Management, LLC7,779$662K0.04%+1,66913F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC7,769$661K0.05%-1,35913F-HRTimeline
Csenge Advisory Group8,202$660K0.04%new13F-HRTimeline
LEE DANNER & BASS INC7,749$659K0.05%013F-HRTimeline
TCI Wealth Advisors, Inc.7,732$658K0.05%+2,70413F-HRTimeline
Summit Investment Advisory Services, LLC7,690$654K0.32%+213F-HRTimeline
Bragg Financial Advisors, Inc7,673$653K0.03%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,656$651K0.01%-6,72813F-HRTimelineGroup
Destiny Wealth Partners, LLC7,612$648K0.1%013F-HRTimeline
JNBA Financial Advisors7,602$647K0.07%-6013F-HRTimeline
Pinnacle Bancorp, Inc.7,495$638K0.21%+2113F-HRTimeline
BlueSky Wealth Advisors, LLC7,481$636K0.1%013F-HRTimeline
Certified Advisory Corp7,421$631K0.07%-2,73813F-HRTimeline
BRADY FAMILY WEALTH, LLC7,403$630K0.2%-28013F-HRTimeline
Cassia Capital Partners, LLC7,347$625K0.39%-54513F-HRTimeline
ICW Investment Advisors LLC7,316$622K0.25%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC7,299$621K0.05%013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…7,279$619K0.12%-12213F-HRTimelineGroup
FourThought Financial Partners, LLC7,259$618K0.06%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …7,244$616K0.15%-1,37413F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC7,167$610K0.01%013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK6,907$609K0.06%013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…7,140$608K0.09%+113F-HRTimeline
Greenhouse Wealth Management, LLC7,116$605K0.45%+2213F-HRTimeline
Smithfield Trust Co7,116$602K0.03%013F-HRTimeline
Tranquility Partners, LLC7,061$601K0.23%+82913F-HRTimeline
BOK Financial Private Wealth, Inc.7,057$600K0.05%013F-HRTimeline
Larson Financial Group LLC7,045$599K0.03%-80213F-HRTimeline
Cranbrook Wealth Management, LLC7,020$597K0.14%013F-HRTimeline
McNaughton Wealth Management, LLC6,940$590K0.29%013F-HRTimeline
Anson Capital, Inc.6,933$590K0.51%013F-HRTimeline
First PREMIER Bank6,928$589K0.15%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,926$589K0.02%+3,00413F-HRTimelineGroup
Thomasville National Bank6,884$586K0.04%+3013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP6,883$586K0.06%-4213F-HRTimelineGroup
Florida Trust Wealth Management Co6,869$584K0.02%013F-HRTimeline
Moss Adams Wealth Advisors LLC6,838$582K0.06%-20013F-HRTimeline
Lindbrook Capital, LLC6,837$582K0.05%+33313F-HRTimeline
TPG Financial Advisors, LLC6,810$579K0.26%+4713F-HRTimeline
MONTAG A & ASSOCIATES INC6,770$576K0.03%+613F-HRTimeline
Bear Mountain Capital, Inc.6,784$571K0.22%-1113F-HRTimeline
Caldwell Trust Co6,684$569K0.06%+14513F-HRTimeline
BEARING POINT CAPITAL, LLC6,635$564K0.12%+22613F-HRTimeline
HARBOUR INVESTMENTS, INC.6,634$564K0.02%-5113F-HRTimeline
SilverOak Wealth Management LLC6,610$562K0.12%+1,62413F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,600$561K0.03%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,600$561K0.06%new13F-HRTimelineGroup
Advisory Resource Group6,581$560K0.11%+41413F-HRTimeline
Carnegie Investment Counsel7,172$559K0.01%+2,22313F-HRTimeline
Cordatus Wealth Management LLC6,458$549K0.15%-2513F-HRTimeline
Segment Wealth Management, LLC6,449$549K0.04%+19213F-HRTimeline
Allen Mooney & Barnes Investment Adviso…6,333$539K0.09%+33513F-HRTimeline
Bangor Savings Bank6,316$537K0.05%-5313F-HRTimeline
Mathes Company, Inc.6,301$536K0.22%013F-HRTimeline
First Bancorp, Inc /ME/6,273$534K0.35%013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC6,254$532K0.22%-11713F-HRTimeline
Ballew Advisors, Inc6,678$532K0.36%+213F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…6,250$532K0.03%+4,51913F-HRTimelineGroup
Wedmont Private Capital6,655$530K0.03%-113F-HRTimeline
Empower Advisory Group, LLC6,222$529K<0.01%+713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…6,220$529K<0.01%-15013F-HRTimeline
Sandy Cove Advisors, LLC6,217$529K0.21%-49513F-HRTimeline
Northeast Financial Consultants Inc6,208$528K0.02%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,200$527K0.02%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…6,191$527K0.19%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT6,180$526K0.03%-25913F-HRTimelineGroup
Windsor Capital Management, LLC6,170$525K0.16%-1813F-HRTimeline
Israel Discount Bank of New York6,129$521K0.4%-3,39213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT6,120$521K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,105$519K0.05%-2,91813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,096$519K0.01%013F-HRTimelineGroup
CVFG LLC6,064$516K0.47%+22013F-HRTimeline
First Nebraska Trust Co6,050$515K0.05%013F-HRTimeline
CENTAURUS FINANCIAL, INC.6,048$514K0.03%+1,67513F-HRTimeline
Richardson Capital Management LLC6,005$511K0.32%013F-HRTimeline
FIRST AMERICAN TRUST, FSB5,995$510K0.05%013F-HRTimeline
Edgemoor Investment Advisors, Inc.5,960$507K0.05%013F-HRTimeline
Brand Asset Management Group, Inc.5,943$506K0.21%013F-HRTimeline
PARK NATIONAL CORP /OH/5,941$505K0.02%new13F-HRTimeline
Bolthouse Investments, LLC5,919$504K0.53%013F-HRTimeline
Vickerman Investment Advisors, Inc.5,907$503K0.11%+3,30813F-HRTimeline
Dynamic Advisor Solutions LLC5,890$501K0.02%-69513F-HRTimeline