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Disclosery

IWR ISHARES TR

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SHS (fund)

1,417 managers (1,432 13F filers) reported a position in IWR shares at 2025-09-30, 384,701,670 shares in all. 69 filers opened a position and 68 filers sold out during the quarter.

Managers
1,417
13F filers
1,432
New
69
Added
477
Reduced
457
Sold out
68
Shares held by filers
384,701,670

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Diversify Advisory Services, LLCin group Diversify Advisory Services, …11,572$1.11M0.04%-1,10213F-HRTimelineGroup
TPG Financial Advisors, LLC11,361$1.1M0.41%013F-HRTimeline
Cassaday & Co Wealth Management LLC11,329$1.09M0.03%013F-HRTimeline
Blue Trust, Inc.11,307$1.09M0.01%-53813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,192$1.08M0.01%013F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC11,185$1.08M0.08%-17913F-HRTimeline
Stillwater Capital Advisors, LLC11,099$1.07M0.12%+86113F-HRTimeline
IFP Advisors, Inc11,092$1.07M0.03%+93213F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,084$1.07M0.07%+6,74413F-HRTimelineGroup
RiverFront Investment Group, LLC11,016$1.06M0.02%+2,17113F-HRTimeline
Jupiter Wealth Management LLC11,000$1.06M0.5%013F-HRTimeline
Columbia Asset Management10,872$1.05M0.2%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC10,849$1.05M1.04%-84213F-HRTimeline
DUNCKER STREETT & CO INC10,830$1.05M0.18%+61913F-HRTimeline
Waldron Private Wealth LLC10,808$1.04M0.04%-10913F-HRTimeline
Mason & Associates, LLC11,336$1.04M0.26%013F-HRTimeline
Capital Investment Advisors, LLC10,722$1.04M0.02%+1,05513F-HRTimeline
Birch Hill Investment Advisors LLC10,706$1.03M0.04%-10013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC10,672$1.03M0.09%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,669$1.03M0.02%-1113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…10,617$1.03M0.18%-1,90613F-HRTimeline
PINNEY & SCOFIELD, INC.10,600$1.02M0.64%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,581$1.02M<0.01%013F-HRTimelineGroup
Leslie Global Wealth, LLC10,576$1.02M0.48%-23913F-HRTimeline
Operose Advisors LLC10,551$1.02M0.25%+613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.10,475$1.01M0.07%+513F-HRTimelineGroup
BRASADA CAPITAL MANAGEMENT, LP10,419$1.01M0.17%-9213F-HRTimeline
PACIFIC FINANCIAL GROUP INC10,412$1.01M0.74%-11913F-HRTimeline
New England Professional Planning Group…10,409$1.01M0.46%-12213F-HRTimeline
Obermeyer Wealth Partners10,394$1M0.05%013F-HRTimeline
RKL Wealth Management LLC10,341$998K0.09%-4,06513F-HRTimeline
Narwhal Capital Management10,231$988K0.07%013F-HRTimeline
Arrowroot Family Office, LLC10,223$987K0.39%+3413F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…10,168$982K0.31%+113F-HRTimeline
Savvy Advisors, Inc.10,126$978K0.04%+7,42413F-HRTimeline
Advisor Resource Council10,112$976K1.32%013F-HRTimeline
Advisors Capital Management, LLC10,108$976K0.01%-4013F-HRTimeline
Breakwater Capital Group9,991$965K0.14%-1313F-HRTimeline
BURLING WEALTH PARTNERS, LLC9,934$959K0.16%+5,20013F-HRTimeline
Jackson Hole Capital Partners, LLC9,927$958K0.16%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,925$958K<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC9,865$953K0.03%-15913F-HRTimeline
American Wealth Advisors, LLC9,723$939K0.93%13F-HRTimeline
Vertex Planning Partners, LLC9,663$933K0.18%+15213F-HRTimeline
North Star Investment Management Corp.9,660$933K0.06%+17113F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC9,631$930K0.05%-20713F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC9,618$929K0.47%-1513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,609$928K0.04%-25313F-HRTimeline
OPTIMUM INVESTMENT ADVISORS9,556$923K0.37%-46913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding9,556$923K0Timeline
Cyndeo Wealth Partners, LLC9,542$921K0.05%+7113F-HRTimeline
Goldstein Advisors, LLC9,518$919K0.11%-2,99313F-HRTimeline
Plante Moran Financial Advisors, LLC9,496$917K0.06%+5913F-HRTimeline
Edgemoor Investment Advisors, Inc.9,460$913K0.07%+3,50013F-HRTimeline
Beacon Financial Advisory LLC9,431$911K0.21%+813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC9,427$910K0.06%-7713F-HRTimeline
PATTEN & PATTEN INC/TN9,400$908K0.05%new13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp9,398$907K0.05%-11213F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC9,362$904K0.05%-24413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,360$904K0.02%-3,27513F-HRTimelineGroup
PARTHENON LLC9,323$900K0.1%-42013F-HRTimeline
Circle Wealth Management, LLC9,240$892K0.02%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST9,217$890K0.09%013F-HRTimeline
Selective Wealth Management, Inc.9,158$885K0.28%013F-HRTimeline
Harbor Asset Planning, Inc.9,142$883K0.79%+3113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC9,081$877K0.06%-19013F-HRTimeline
VIAWEALTH, LLC9,017$871K0.48%013F-HRTimeline
Center for Financial Planning, Inc.9,010$870K0.09%+813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC8,977$867K0.06%+30313F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,913$861K0.02%013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC8,897$859K0.36%+1313F-HRTimeline
LGL PARTNERS, LLC8,894$859K0.37%+3013F-HRTimeline
Baron Wealth Management LLC8,889$858K0.28%+2613F-HRTimeline
Montis Financial, LLC8,859$855K0.2%-41713F-HRTimeline
Rehmann Capital Advisory Group8,838$853K0.05%+83713F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors8,798$849K0.43%-34313F-HRTimelineGroup
GWN SECURITIES INC.8,749$846K0.2%+8213F-HRTimeline
MidAtlantic Capital Management, Inc.8,758$846K0.58%-28413F-HRTimeline
Foundations Investment Advisors, LLC8,737$844K0.01%-1,94313F-HRTimeline
Mill Capital Management, LLC8,724$842K0.06%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.8,700$840K0.22%013F-HRTimeline
Certified Advisory Corp8,680$838K0.08%+1,21013F-HRTimeline
MCF Advisors LLC8,633$834K0.05%+14813F-HRTimeline
Next Level Private LLC8,500$827K0.24%-13013F-HRTimeline
Precision Wealth Strategies, LLC8,533$824K0.27%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC8,511$822K0.09%013F-HRTimeline
Western Wealth Management, LLC8,492$820K0.04%+6713F-HRTimeline
First Financial Bankshares Inc8,488$820K0.02%013F-HRTimeline
Wealth Dimensions Group, Ltd.8,478$819K0.17%-69913F-HRTimeline
LEE DANNER & BASS INC8,445$815K0.06%+52113F-HRTimeline
SAPIENT CAPITAL LLC8,439$814K0.01%013F-HRTimeline
Retirement Planning Group, LLC8,426$814K0.03%+5713F-HRTimeline
BLB&B Advisors, LLC8,399$811K0.04%013F-HRTimeline
Glassman Wealth Services8,397$811K0.11%013F-HRTimeline
Ironwood Financial, llc8,395$811K0.14%-1,24313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC8,393$810K0.11%new13F-HRTimeline
Baldwin Investment Management, LLC8,363$807K0.09%013F-HRTimeline
S&CO INC8,344$805K0.05%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,312$803K0.02%+2813F-HRTimeline
Independent Advisor Alliance8,307$802K0.02%new13F-HRTimeline
CURIO WEALTH, LLC8,301$801K0.33%-65113F-HRTimeline
BIP Wealth, LLC8,298$801K0.04%-1813F-HRTimeline
Moors & Cabot, Inc.8,228$794K0.03%+5113F-HRTimeline
Shepherd Financial Partners LLC8,226$794K0.08%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.8,210$793K0.05%-53413F-HRTimeline
Smith Salley Wealth Management8,161$788K0.04%-66813F-HRTimeline
AlphaCore Capital LLC8,099$782K0.03%-46313F-HRTimeline
Beaumont Financial Advisors, LLC8,071$779K0.05%013F-HRTimeline
TCI Wealth Advisors, Inc.8,048$777K0.05%-2313F-HRTimeline
Dana Investment Advisors, Inc.8,018$774K0.02%-8313F-HRTimeline
Princeton Global Asset Management LLC7,963$769K0.13%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,936$766K0.02%-29213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC7,913$764K0.05%+14413F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC7,902$763K0.04%013F-HRTimeline
Wellspring Financial Advisors, LLC7,885$761K0.07%013F-HRTimeline
Investment Advisory Group, LLC7,843$757K0.21%-79913F-HRTimeline
Flagstone Financial Management7,823$755K0.2%013F-HRTimeline
Fermata Advisors, LLC7,821$755K0.19%+413F-HRTimeline
Bensler, LLC7,794$752K0.08%+113F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC7,791$752K0.27%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA7,780$751K0.15%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,761$749K0.05%-38913F-HRTimeline
CENTRAL BANK & TRUST CO7,753$749K0.12%013F-HRTimeline
Forefront Wealth Partners, LLC7,737$747K0.19%new13F-HRTimeline
Summit Investment Advisory Services, LLC7,693$743K0.3%+213F-HR/ATimeline
Fiduciary Alliance LLC7,678$741K0.05%-44513F-HRTimeline
Larson Financial Group LLC7,641$738K0.03%-1,06513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,632$737K0.24%+33913F-HRTimeline
JNBA Financial Advisors7,602$734K0.07%013F-HRTimeline
Destiny Wealth Partners, LLC7,592$733K0.09%013F-HRTimeline
Bragg Financial Advisors, Inc7,553$729K0.02%-10413F-HRTimeline
Caldwell Trust Co7,531$727K0.07%+4713F-HRTimeline
INVENIO WEALTH PARTNERS LLC7,529$727K0.26%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,510$725K<0.01%-5713F-HRTimelineGroup
BlueSky Wealth Advisors, LLC7,481$722K0.1%013F-HRTimeline
BRADY FAMILY WEALTH, LLC7,397$714K0.22%-613F-HRTimeline
Innovative Wealth Building LLC7,364$711K0.55%+1,03913F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC7,334$708K0.28%+1,56713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.7,309$706K0.22%+3,09013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,306$705K0.07%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC7,299$705K0.04%013F-HRTimelineGroup
Kelman-Lazarov, Inc.7,283$703K0.1%new13F-HRTimeline
ICW Investment Advisors LLC7,274$702K0.26%013F-HRTimeline
FourThought Financial Partners, LLC7,259$701K0.06%013F-HRTimeline
Brand Asset Management Group, Inc.7,250$700K0.2%+113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…7,239$699K0.12%-2813F-HRTimelineGroup
Revolve Wealth Partners, LLC7,217$697K0.08%+3,85713F-HRTimeline
Tranquility Partners, LLC7,182$693K0.23%+6013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC7,167$692K0.01%013F-HRTimeline
Greenhouse Wealth Management, LLC7,161$691K0.42%+2413F-HRTimeline
Cynosure Group, LLC7,161$691K0.08%+2513F-HR/ATimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…7,143$689K0.1%+113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …7,053$681K0.11%-513F-HRTimelineGroup
BOK Financial Private Wealth, Inc.7,051$681K0.04%013F-HRTimeline
Crestwood Advisors Group, LLC7,026$678K0.01%+1,89713F-HRTimeline
Cranbrook Wealth Management, LLC7,020$678K0.14%013F-HRTimeline
Anson Capital, Inc.6,933$669K0.5%013F-HRTimeline
Smithfield Trust Co6,940$666K0.03%-17613F-HRTimeline
HARBOUR INVESTMENTS, INC.6,878$664K0.02%+29113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,854$662K0.06%+11813F-HRTimelineGroup
Cassia Capital Partners, LLC6,838$660K0.36%-45213F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…6,828$659K<0.01%new13F-HRTimeline
Triad Wealth Partners, LLC6,825$659K0.08%+12313F-HRTimeline
Bear Mountain Capital, Inc.6,784$657K0.22%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,800$656K0.02%-4013F-HRTimelineGroup
Moss Adams Wealth Advisors LLC6,786$655K0.05%013F-HRTimeline
First PREMIER Bank6,783$655K0.15%-9413F-HRTimeline
McNaughton Wealth Management, LLC6,779$655K0.28%-11813F-HRTimeline
Davies Financial Advisors, Inc.6,767$653K0.53%+3913F-HRTimeline
CWA Asset Management Group, LLC6,729$650K0.02%-55013F-HRTimeline
First Bancorp, Inc /ME/6,696$646K0.34%+42313F-HRTimeline
Wedmont Private Capital6,657$643K0.02%+313F-HRTimeline
Ballew Advisors, Inc6,683$641K0.36%+213F-HRTimeline
SilverOak Wealth Management LLC6,610$638K0.11%013F-HRTimeline
CENTAURUS FINANCIAL, INC.6,603$638K0.03%+40013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,600$637K0.03%013F-HRTimeline
Veracity Capital LLC6,535$631K0.2%-313F-HRTimeline
Florida Trust Wealth Management Co6,520$630K0.02%013F-HRTimeline
Advisory Resource Group6,469$625K0.11%+1413F-HRTimeline
Segment Wealth Management, LLC6,449$623K0.04%013F-HRTimeline
Axis Wealth Partners, LLC6,419$620K0.36%-22,28313F-HRTimeline
POSTROCK PARTNERS LLC6,376$616K0.27%013F-HRTimeline
Relyea Zuckerberg Hanson LLC6,352$613K0.06%-1,59413F-HRTimeline
Allen Mooney & Barnes Investment Adviso…6,333$611K0.1%013F-HRTimeline
CoreCap Advisors, LLC6,315$610K0.02%+1,06513F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK6,907$609K0.06%013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC6,304$609K0.01%-89013F-HRTimelineGroup
Mathes Company, Inc.6,301$608K0.22%013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC6,291$607K0.2%+1913F-HRTimeline
Bangor Savings Bank6,270$605K0.05%013F-HRTimeline
AAF Wealth Management, LLC6,246$603K0.27%+1,10713F-HRTimeline
FIRST AMERICAN TRUST, FSB6,239$602K0.04%+24413F-HRTimeline
CVFG LLC6,229$601K0.43%-5013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT6,226$601K0.02%+10613F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,200$599K0.02%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…6,191$598K0.17%013F-HRTimeline
UPTICK PARTNERS, LLC6,182$597K0.16%-10613F-HRTimeline
Betterment LLC6,177$596K<0.01%+1,46013F-HRTimeline
Windsor Capital Management, LLC6,170$596K0.16%013F-HRTimeline
Wise Wealth Partners6,170$596K0.91%013F-HRTimeline