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Disclosery

IWR ISHARES TR

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SHS (fund)

1,431 managers (1,445 13F filers) reported a position in IWR shares at 2025-06-30, 374,864,816 shares in all. 114 filers opened a position and 48 filers sold out during the quarter.

Managers
1,431
13F filers
1,445
New
114
Added
454
Reduced
471
Sold out
48
Shares held by filers
374,864,816

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Cassaday & Co Wealth Management LLC11,329$1.04M0.03%013F-HRTimeline
My Legacy Advisors, LLC11,066$1.04M0.37%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,256$1.04M0.01%-1,36613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,256$1.04M0.01%-2,54113F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,192$1.03M0.01%+35513F-HRTimelineGroup
Prossimo Advisors, LLC11,142$1.02M0.82%new13F-HRTimeline
USAdvisors Wealth Management, LLC11,035$1.01M0.38%+2513F-HRTimeline
Waldron Private Wealth LLC10,917$1M0.04%013F-HRTimeline
Columbia Asset Management10,872$1000K0.2%013F-HRTimeline
Leslie Global Wealth, LLC10,815$995K0.53%+36613F-HRTimeline
Birch Hill Investment Advisors LLC10,806$994K0.04%-2013F-HRTimeline
Clark Capital Management Group, Inc.10,791$992K0.01%-50613F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP10,511$985K0.17%-63713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,680$982K0.02%013F-HRTimeline
Foundations Investment Advisors, LLC10,680$982K0.02%+1,47613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC10,672$982K0.09%013F-HRTimeline
PINNEY & SCOFIELD, INC.10,600$975K0.66%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,581$973K<0.01%-12,93813F-HR/ATimelineGroup
Snowden Capital Advisors LLC10,564$972K0.03%+44613F-HRTimeline
Operose Advisors LLC10,545$970K0.27%+613F-HRTimeline
New England Professional Planning Group…10,531$969K0.44%+713F-HRTimeline
PACIFIC FINANCIAL GROUP INC10,531$969K0.76%+313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.10,470$963K0.07%-1013F-HRTimelineGroup
Obermeyer Wealth Partners10,394$956K0.05%013F-HRTimeline
Winthrop Advisory Group LLC10,326$950K0.09%-15613F-HRTimeline
Stillwater Capital Advisors, LLC10,238$942K0.12%+1613F-HRTimeline
Narwhal Capital Management10,231$941K0.08%013F-HRTimeline
Bison Wealth, LLC10,081$939K0.07%+6,70413F-HRTimeline
DUNCKER STREETT & CO INC10,211$939K0.17%013F-HRTimeline
Arrowroot Family Office, LLC10,189$937K0.42%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…10,167$935K0.31%013F-HRTimeline
IFP Advisors, Inc10,160$934K0.03%+1,67513F-HRTimeline
Advisors Capital Management, LLC10,148$933K0.01%-2713F-HRTimeline
Advisor Resource Council10,112$930K0.46%-3,05913F-HRTimeline
OPTIMUM INVESTMENT ADVISORS10,025$922K0.4%+34713F-HRTimeline
GeoWealth Management, LLC10,024$922K0.04%+74013F-HRTimeline
Breakwater Capital Group10,004$920K0.15%+35013F-HRTimeline
Blue Oak Capital, LLC9,974$917K0.48%013F-HRTimeline
Optivise Advisory Services LLC9,940$914K0.47%013F-HRTimeline
Jackson Hole Capital Partners, LLC9,927$913K0.17%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,925$913K<0.01%013F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.9,862$907K0.04%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC9,838$905K0.05%+1,11913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,797$901K0.08%+2,91413F-HRTimelineGroup
PARTHENON LLC9,743$896K0.1%-58013F-HRTimeline
Capital Investment Advisors, LLC9,667$889K0.02%-2,57713F-HR/ATimeline
Higgins & Schmidt Wealth Strategies LLC9,633$886K0.49%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC9,606$883K0.06%+4413F-HRTimeline
Strong Tower Advisory Services9,600$883K0.17%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding9,556$879K0Timeline
Vertex Planning Partners, LLC9,511$875K0.18%+9913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp9,510$875K0.05%-80413F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC9,504$874K0.06%+51613F-HRTimeline
North Star Investment Management Corp.9,489$873K0.06%013F-HRTimeline
Armor Investment Advisors, LLC9,484$872K0.33%-2513F-HRTimeline
Cyndeo Wealth Partners, LLC9,471$871K0.05%+23213F-HRTimeline
Plante Moran Financial Advisors, LLC9,437$868K0.06%+61413F-HRTimeline
Beacon Financial Advisory LLC9,423$867K0.22%+10313F-HRTimeline
Selective Wealth Management, Inc.9,158$857K0.31%013F-HRTimeline
Montis Financial, LLC9,276$853K0.24%-2,18713F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC9,271$853K0.06%-12013F-HRTimeline
Qube Research & Technologies Ltd9,253$851K<0.01%+7,89513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST9,217$848K0.09%+60013F-HRTimeline
Wealth Dimensions Group, Ltd.9,177$844K0.19%-7213F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors9,141$841K0.42%+6113F-HRTimelineGroup
Harbor Asset Planning, Inc.9,111$838K0.8%13F-HRTimeline
MidAtlantic Capital Management, Inc.9,042$832K0.59%-11813F-HRTimeline
VIAWEALTH, LLC9,017$829K0.49%013F-HRTimeline
Center for Financial Planning, Inc.9,002$828K0.09%+10013F-HRTimeline
LGL PARTNERS, LLC8,864$826K0.37%+2613F-HRTimeline
CURIO WEALTH, LLC8,952$823K0.36%+8,94213F-HRTimeline
Ironwood Financial, llc9,638$820K0.18%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,913$820K0.02%-41113F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC8,884$817K0.38%+1113F-HRTimeline
Baron Wealth Management LLC8,863$815K0.29%-5113F-HRTimeline
RiverFront Investment Group, LLC8,845$813K0.02%-2,00313F-HRTimeline
Smith Salley Wealth Management8,829$812K0.05%-22413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.8,744$804K0.06%+94013F-HRTimeline
Ausdal Financial Partners, Inc.8,740$804K0.05%+6613F-HRTimeline
Mill Capital Management, LLC8,724$802K0.06%013F-HRTimeline
Larson Financial Group LLC8,706$801K0.03%+1,66113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.8,700$800K0.21%013F-HRTimeline
GWN SECURITIES INC.8,667$799K0.15%-12,85513F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC8,674$798K0.05%+8513F-HRTimeline
Investment Advisory Group, LLC8,642$795K0.24%013F-HRTimeline
Next Level Private LLC8,630$794K0.26%+2413F-HRTimeline
AlphaCore Capital LLC8,562$787K0.03%+5,73513F-HRTimeline
Nordwand Advisors, LLC8,535$785K0.12%new13F-HRTimeline
Precision Wealth Strategies, LLC8,533$785K0.25%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC8,511$783K0.09%013F-HRTimeline
First Financial Bankshares Inc8,488$781K0.02%013F-HRTimeline
MCF Advisors LLC8,485$780K0.05%+213F-HRTimeline
WEDBUSH SECURITIES INC8,460$778K0.03%-14813F-HRTimeline
SAPIENT CAPITAL LLC8,439$776K0.01%+1413F-HRTimeline
Western Wealth Management, LLC8,425$775K0.05%+64613F-HRTimeline
BLB&B Advisors, LLC8,399$772K0.04%013F-HRTimeline
Glassman Wealth Services8,397$772K0.12%-5213F-HRTimeline
Retirement Planning Group, LLC8,369$770K0.03%-3913F-HRTimeline
Baldwin Investment Management, LLC8,363$769K0.09%013F-HRTimeline
S&CO INC8,344$767K0.05%013F-HRTimeline
BIP Wealth, LLC8,316$765K0.05%+3013F-HRTimeline
Proficio Capital Partners LLC8,300$763K0.05%-20,41513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,284$762K0.02%-2,39513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,228$757K0.02%+2413F-HRTimeline
Shepherd Financial Partners LLC8,226$757K0.08%-7013F-HRTimeline
Old North State Trust, LLC8,225$756K0.52%new13F-HRTimeline
Beck Bode, LLC8,210$755K0.13%-72613F-HRTimeline
Moors & Cabot, Inc.8,177$752K0.03%-40313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,150$750K0.06%-42613F-HRTimeline
Fiduciary Alliance LLC8,123$747K0.06%-99913F-HRTimeline
Dana Investment Advisors, Inc.8,101$745K0.02%+20013F-HRTimeline
TCI Wealth Advisors, Inc.8,071$742K0.05%+33913F-HRTimeline
Beaumont Financial Advisors, LLC8,071$742K0.05%-7813F-HRTimeline
Wealthquest Corp8,015$737K0.06%-89313F-HRTimeline
Rehmann Capital Advisory Group8,001$736K0.04%+3,56813F-HRTimeline
Princeton Global Asset Management LLC7,963$732K0.13%013F-HRTimeline
Relyea Zuckerberg Hanson LLC7,946$731K0.09%+4,58713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,927$729K0.02%-82513F-HRTimelineGroup
LEE DANNER & BASS INC7,924$729K0.06%+17513F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC7,902$727K0.04%013F-HRTimeline
Wellspring Financial Advisors, LLC7,885$725K0.07%+5,32513F-HRTimeline
Flagstone Financial Management7,823$719K0.21%-4713F-HRTimeline
Fermata Advisors, LLC7,817$719K0.19%-11513F-HRTimeline
Bensler, LLC7,793$717K0.08%+113F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC7,791$717K0.28%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA7,780$716K0.16%013F-HRTimeline
Avior Wealth Management, LLC7,764$714K0.02%-3,83713F-HRTimeline
CENTRAL BANK & TRUST CO7,753$713K0.12%-32713F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC7,769$712K0.05%013F-HRTimeline
Summit Investment Advisory Services, LLC7,691$707K0.31%+113F-HR/ATimeline
Bragg Financial Advisors, Inc7,657$704K0.03%-1613F-HRTimeline
JNBA Financial Advisors7,602$699K0.07%013F-HRTimeline
Destiny Wealth Partners, LLC7,592$698K0.09%-2013F-HRTimeline
Empower Advisory Group, LLC7,567$696K<0.01%+1,34513F-HRTimeline
INVENIO WEALTH PARTNERS LLC7,529$692K0.28%+2,69113F-HRTimeline
Graypoint LLC7,490$689K0.04%-1,55913F-HRTimeline
Caldwell Trust Co7,484$688K0.07%+80013F-HRTimeline
BlueSky Wealth Advisors, LLC7,481$688K0.1%013F-HRTimeline
Certified Advisory Corp7,470$687K0.07%+4913F-HRTimeline
BRADY FAMILY WEALTH, LLC7,403$681K0.21%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC7,299$671K0.05%013F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,293$671K0.22%-1,38613F-HRTimeline
Cassia Capital Partners, LLC7,290$670K0.4%-5713F-HRTimeline
CWA Asset Management Group, LLC7,279$669K0.03%+4,30513F-HRTimeline
ICW Investment Advisors LLC7,274$669K0.26%-4213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…7,267$668K0.12%-1213F-HRTimelineGroup
FourThought Financial Partners, LLC7,259$668K0.07%013F-HRTimeline
Brand Asset Management Group, Inc.7,249$667K0.25%+1,30613F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC7,194$662K0.01%-7,07613F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC7,167$659K0.01%013F-HRTimeline
Greenhouse Wealth Management, LLC7,137$656K0.42%+2113F-HRTimeline
Cynosure Group, LLC7,136$656K0.07%-2,16213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…7,142$656K0.1%+213F-HRTimeline
Tranquility Partners, LLC7,122$655K0.23%+6113F-HRTimeline
Smithfield Trust Co7,116$651K0.03%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …7,058$649K0.14%-18613F-HRTimelineGroup
BOK Financial Private Wealth, Inc.7,051$648K0.04%-613F-HRTimeline
Americana Partners, LLC7,050$648K0.02%new13F-HRTimeline
Cranbrook Wealth Management, LLC7,020$646K0.14%013F-HRTimeline
Anson Capital, Inc.6,933$638K0.51%013F-HRTimeline
Bear Mountain Capital, Inc.6,784$637K0.23%013F-HRTimeline
McNaughton Wealth Management, LLC6,897$634K0.28%-4313F-HRTimeline
First PREMIER Bank6,877$632K0.15%-5113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,840$629K0.02%-8613F-HRTimelineGroup
Ballew Advisors, Inc6,681$626K0.37%+313F-HRTimeline
Thomasville National Bank6,792$625K0.04%-9213F-HRTimeline
Moss Adams Wealth Advisors LLC6,786$624K0.06%-5213F-HRTimeline
Wedmont Private Capital6,654$622K0.03%-113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,736$620K0.06%+13613F-HRTimelineGroup
Davies Financial Advisors, Inc.6,728$619K0.48%new13F-HRTimeline
Carnegie Investment Counsel6,704$617K0.01%-46813F-HRTimeline
Triad Wealth Partners, LLC6,702$616K0.12%new13F-HRTimeline
Affinity Capital Advisors, LLC6,688$615K0.11%+2,33013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK6,907$609K0.06%013F-HRTimeline
SilverOak Wealth Management LLC6,610$608K0.11%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,600$607K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,587$606K0.02%-4713F-HRTimeline
Veracity Capital LLC6,538$601K0.21%+1,14713F-HRTimeline
Florida Trust Wealth Management Co6,520$600K0.02%-34913F-HRTimeline
Advisory Resource Group6,455$594K0.11%-12613F-HRTimeline
Segment Wealth Management, LLC6,449$593K0.04%013F-HRTimeline
Cordatus Wealth Management LLC6,427$591K0.15%-3113F-HRTimeline
POSTROCK PARTNERS LLC6,376$586K0.28%-12,95013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT6,346$584K0.04%+16613F-HRTimelineGroup
Allen Mooney & Barnes Investment Adviso…6,333$582K0.1%013F-HRTimeline
Innovative Wealth Building LLC6,325$582K0.48%+83513F-HRTimeline
Empowered Funds, LLC6,318$581K0.01%new13F-HRTimeline
Mathes Company, Inc.6,301$580K0.22%013F-HRTimeline
UPTICK PARTNERS, LLC6,288$578K0.17%+2,41813F-HRTimeline
CVFG LLC6,279$577K0.46%+21513F-HRTimeline
First Bancorp, Inc /ME/6,273$577K0.33%013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC6,272$577K0.2%+1813F-HRTimeline
Bangor Savings Bank6,270$577K0.05%-4613F-HRTimeline
Altus Wealth Group LLC6,261$576K0.25%-2,38513F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,200$570K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.6,203$570K0.03%+15513F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…6,191$569K0.18%013F-HRTimeline
Windsor Capital Management, LLC6,170$567K0.17%013F-HRTimeline
Wise Wealth Partners6,170$567K0.95%+2,68613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT6,120$563K0.02%013F-HRTimeline