IWR ISHARES TR

SHS (fund)

1,510 managers (1,528 13F filers) reported a position in IWR shares at 2025-12-31, 400,670,070 shares in all. 93 filers opened a position and 65 filers sold out during the quarter.

Managers: 1,510
13F filers: 1,528
New: 93
Added: 557
Reduced: 417
Sold out: 65
Shares held by filers: 400,670,070

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Compound Planning, Inc.	12,426	$1.2M	0.04%	-808	13F-HR Timeline
Odyssey Capital Advisors, Inc.	12,366	$1.19M	1.06%		13F-HR Timeline
TWO SIGMA SECURITIES, LLC	12,247	$1.18M	0.16%	new	13F-HR Timeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	12,198	$1.17M	0.02%	0	13F-HR/A Timeline
MONECO ADVISORS, LLC	12,196	$1.17M	0.09%	+142	13F-HR Timeline
BECKER CAPITAL MANAGEMENT INC	12,144	$1.17M	0.03%	0	13F-HR Timeline
OKABENA INVESTMENT SERVICES INC	12,112	$1.17M	0.22%	-75	13F-HR Timeline
Seneca Financial Advisors LLC	12,042	$1.16M	0.35%	+47	13F-HR Timeline
Radnor Capital Management, LLC	12,010	$1.16M	0.17%	0	13F-HR Timeline
Advisors Capital Management, LLC	11,946	$1.15M	0.01%	+1,838	13F-HR Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC	11,805	$1.14M	0.07%	-514	13F-HR Timeline
Heritage Trust Co	11,732	$1.13M	0.11%	-227	13F-HR Timeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	11,710	$1.13M	0.65%	0	13F-HR Timeline
INDEPENDENT FINANCIAL GROUP, LLC	11,695	$1.13M	0.03%	-171	13F-HR Timeline
Sunbelt Securities, Inc.	11,662	$1.12M	0.07%	-184	13F-HR Timeline
CENTRAL TRUST Co	11,662	$1.12M	0.02%	-1,092	13F-HR Timeline
Atlanta Consulting Group Advisors, LLC	11,654	$1.12M	0.25%	new	13F-HR Timeline
Select Equity Group, L.P.	11,633	$1.12M	0.01%	+10,775	13F-HR Timeline
Blue Trust, Inc.	11,622	$1.12M	0.01%	+315	13F-HR Timeline
USAdvisors Wealth Management, LLC	11,542	$1.11M	0.37%	+39	13F-HR Timeline
Pine Haven Investment Counsel, Inc	11,522	$1.11M	0.79%	0	13F-HR Timeline
Jupiter Wealth Management LLC	11,000	$1.11M	0.49%	0	13F-HR Timeline
Nordwand Advisors, LLC	11,470	$1.1M	0.19%	-15	13F-HR Timeline
TPG Financial Advisors, LLC	11,459	$1.1M	0.37%	+98	13F-HR Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	11,454	$1.1M	0.39%	+4,120	13F-HR Timeline
Cypress Capital Groupin group Cypress Capital Group	11,407	$1.1M	0.12%	-75	13F-HR Timeline Group
RiverFront Investment Group, LLC	11,403	$1.1M	0.02%	+387	13F-HR Timeline
Cassaday & Co Wealth Management LLC	11,329	$1.09M	0.02%	0	13F-HR Timeline
Forefront Wealth Partners, LLC	11,277	$1.09M	0.51%	+3,540	13F-HR Timeline
Western Wealth Management, LLC	11,216	$1.08M	0.05%	+2,724	13F-HR Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO	11,192	$1.08M	0.01%	0	13F-HR Timeline Group
IFP Advisors, Inc	11,162	$1.07M	0.02%	+70	13F-HR Timeline
Stillwater Capital Advisors, LLC	11,149	$1.07M	0.12%	+50	13F-HR Timeline
Rare Wolf Capital LLC	11,148	$1.07M	0.67%		13F-HR Timeline
Savvy Advisors, Inc.	11,063	$1.07M	0.03%	+937	13F-HR Timeline
Kendall Capital Management	11,000	$1.06M	0.22%	+5,200	13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	10,994	$1.06M	0.01%	-1,796	13F-HR Timeline Group
Arrowroot Family Office, LLC	10,949	$1.05M	0.38%	+726	13F-HR Timeline
Leslie Global Wealth, LLC	10,942	$1.05M	0.47%	+366	13F-HR Timeline
WCG Wealth Advisors LLC	10,918	$1.05M	0.03%	new	13F-HR Timeline
Columbia Asset Management	10,872	$1.05M	0.19%	0	13F-HR Timeline
DUNCKER STREETT & CO INC	10,830	$1.04M	0.19%	0	13F-HR Timeline
Moors & Cabot, Inc.	10,787	$1.04M	0.04%	+2,559	13F-HR Timeline
Birch Hill Investment Advisors LLC	10,706	$1.03M	0.04%	0	13F-HR Timeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	10,669	$1.03M	0.02%	0	13F-HR Timeline
MONEYWISE, INC.	10,629	$1.02M	0.43%	new	13F-HR Timeline
Waldron Private Wealth LLC	10,602	$1.02M	0.04%	-206	13F-HR Timeline
PINNEY & SCOFIELD, INC.	10,600	$1.02M	0.58%	0	13F-HR Timeline
NWAM LLC	10,171	$1.02M	0.06%	-1,889	13F-HR Timeline
Operose Advisors LLC	10,559	$1.02M	0.24%	+8	13F-HR Timeline
OFC FINANCIAL PLANNING, LLC	10,549	$1.02M	0.96%	-300	13F-HR Timeline
Mill Capital Management, LLC	10,524	$1.01M	0.07%	+1,800	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	10,500	$1.01M	0.07%	+25	13F-HR Timeline Group
Ritter Daniher Financial Advisory LLC /…	10,497	$1.01M	0.17%	-120	13F-HR Timeline
Center for Wealth Management Advisory	10,427	$1M	0.74%		13F-HR Timeline
RKL Wealth Management LLC	10,364	$998K	0.08%	+23	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	10,332	$995K	0.07%	-340	13F-HR Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC	10,273	$989K	<0.01%	-308	13F-HR Timeline Group
Mason & Associates, LLC	10,272	$989K	0.22%	-1,064	13F-HR Timeline
Pacific Park Financial, Inc.	10,262	$988K	0.62%		13F-HR Timeline
Narwhal Capital Management	10,231	$985K	0.07%	0	13F-HR Timeline
Perennial Investment Advisors, LLC	10,229	$985K	0.08%	-4,531	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	10,213	$983K	0.05%	+815	13F-HR Timeline Group
PENSION & WEALTH MANAGEMENT ADVISORS, I…	10,168	$979K	0.29%	0	13F-HR Timeline
Advisor Resource Council	10,112	$973K	0.35%	0	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	10,056	$968K		+500	Timeline Colonial Trust Advisors: 5,231 (0.04%) 13F-HR Colonial Trust Co / SC: 4,825 (0.06%) 13F-HR
Capital Investment Advisors, LLC	10,048	$967K	0.01%	-674	13F-HR Timeline
Breakwater Capital Group	9,992	$962K	0.13%	+1	13F-HR Timeline
VISTA CAPITAL PARTNERS, INC.	9,937	$957K	0.09%	+2,631	13F-HR Timeline
BURLING WEALTH PARTNERS, LLC	9,934	$956K	0.15%	0	13F-HR Timeline
Jackson Hole Capital Partners, LLC	9,927	$956K	0.16%	0	13F-HR Timeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.	9,925	$955K	<0.01%	0	13F-HR Timeline Group
Jaffetilchin Investment Partners, LLC	9,920	$955K	0.06%	+558	13F-HR Timeline
Cyndeo Wealth Partners, LLC	9,855	$949K	0.05%	+313	13F-HR Timeline
SB Capital Management Inc	9,854	$949K	0.35%		13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	9,694	$933K	0.06%	+267	13F-HR Timeline
North Star Investment Management Corp.	9,660	$930K	0.06%	0	13F-HR Timeline
WealthShield Partners, LLC	9,656	$930K	0.1%	+4,262	13F-HR Timeline
Vestmark Advisory Solutions, Inc.	9,650	$929K	0.01%	new	13F-HR Timeline
ELEVATION POINT WEALTH PARTNERS, LLC	9,650	$929K	0.04%	new	13F-HR Timeline
MIDLAND WEALTH ADVISORS, LLC	9,627	$927K	0.05%	-4	13F-HR Timeline
Selective Wealth Management, Inc.	9,158	$926K	0.29%	0	13F-HR Timeline
American Wealth Advisors, LLC	9,614	$926K	0.91%	-109	13F-HR Timeline
Higgins & Schmidt Wealth Strategies LLC	9,569	$921K	0.44%	-49	13F-HR Timeline
Asset Advisory Group, Inc.	9,541	$919K	0.46%		13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	9,526	$917K	0.07%	-1,659	13F-HR Timeline
Wedmont Private Capital	9,265	$916K	0.03%	+2,608	13F-HR Timeline
Plante Moran Financial Advisors, LLC	9,496	$914K	0.06%	0	13F-HR Timeline
MCF Advisors LLC	9,427	$907K	0.05%	+794	13F-HR Timeline
PATTEN & PATTEN INC/TN	9,400	$905K	0.05%	0	13F-HR Timeline
Beacon Financial Advisory LLC	9,389	$904K	0.21%	-42	13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	9,329	$898K	0.04%	-280	13F-HR Timeline
PARTHENON LLC	9,323	$898K	0.1%	0	13F-HR Timeline
Kelman-Lazarov, Inc.	9,264	$892K	0.13%	+1,981	13F-HR Timeline
Dana Investment Advisors, Inc.	9,249	$890K	0.03%	+1,231	13F-HR Timeline
Summit Trail Advisors, LLC	9,247	$890K	0.02%	+4,500	13F-HR Timeline
Circle Wealth Management, LLC	9,244	$890K	0.01%	+4	13F-HR Timeline
Harbor Asset Planning, Inc.	9,179	$884K	0.76%	+37	13F-HR Timeline
GeoWealth Management, LLC	9,147	$881K	0.03%	-718	13F-HR Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	9,142	$880K	0.06%	+3,899	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	9,135	$879K	0.05%	+3,430	13F-HR Timeline Group
BUCKHEAD CAPITAL MANAGEMENT LLC	9,116	$878K	0.31%	+1,325	13F-HR Timeline
Goldstein Advisors, LLC	9,112	$877K	0.1%	-406	13F-HR Timeline
Modern Wealth Management, LLC	9,073	$873K	0.02%	new	13F-HR Timeline
Baron Wealth Management LLC	9,052	$871K	0.27%	+163	13F-HR Timeline
Center for Financial Planning, Inc.	9,021	$868K	0.09%	+11	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	8,952	$862K	0.05%	-25	13F-HR Timeline
Cedrus Wealth Group LLC	8,948	$861K	0.79%		13F-HR Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …	8,931	$860K	<0.01%	+1,421	13F-HR Timeline Group
LGL PARTNERS, LLC	8,930	$860K	0.37%	+36	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	8,913	$858K	0.02%	0	13F-HR Timeline
PACES FERRY WEALTH ADVISORS, LLC	8,912	$858K	0.35%	+15	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	8,806	$848K	0.06%	-275	13F-HR Timeline
LEE DANNER & BASS INC	8,766	$844K	0.06%	+321	13F-HR Timeline
SAPIENT CAPITAL LLC	8,660	$842K	0.01%	+221	13F-HR Timeline
MidAtlantic Capital Management, Inc.	8,743	$842K	0.54%	-15	13F-HR Timeline
Foundations Investment Advisors, LLC	8,743	$842K	0.01%	+6	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	8,700	$838K	0.21%	0	13F-HR Timeline
Ironwood Financial, llc	8,338	$835K	0.14%	-57	13F-HR Timeline
Certified Advisory Corp	8,635	$831K	0.08%	-45	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	8,617	$830K	0.08%	-600	13F-HR Timeline
PACIFIC FINANCIAL GROUP INC	8,607	$829K	0.46%	-1,805	13F-HR Timeline
TRANSCEND CAPITAL ADVISORS, LLC	8,583	$826K	0.06%	+822	13F-HR Timeline
Precision Wealth Strategies, LLC	8,533	$821K	0.27%	0	13F-HR Timeline
SPIREPOINT PRIVATE CLIENT, LLC	8,516	$820K	0.08%	+5	13F-HR Timeline
First Financial Bankshares Inc	8,488	$817K	0.02%	0	13F-HR Timeline
CURIO WEALTH, LLC	8,301	$812K	0.29%	0	13F-HR Timeline
Glassman Wealth Services	8,397	$808K	0.11%	0	13F-HR Timeline
Retirement Planning Group, LLC	8,378	$807K	0.03%	-48	13F-HR Timeline
Baldwin Investment Management, LLC	8,363	$805K	0.09%	0	13F-HR Timeline
S&CO INC	8,344	$803K	0.05%	0	13F-HR Timeline
Princeton Global Asset Management LLC	8,316	$801K	0.13%	+353	13F-HR Timeline
BIP Wealth, LLC	8,298	$799K	0.03%	0	13F-HR Timeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors	8,252	$794K	0.46%	-546	13F-HR Timeline Group
BEESE FULMER INVESTMENT MANAGEMENT, INC.	8,210	$790K	0.05%	0	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	8,182	$788K	0.01%	+2,801	13F-HR Timeline
Beaumont Financial Advisors, LLC	8,166	$786K	0.05%	+95	13F-HR Timeline
GWN SECURITIES INC.	8,117	$781K	0.16%	-632	13F-HR Timeline
AlphaCore Capital LLC	8,109	$781K	0.02%	+10	13F-HR Timeline
New England Professional Planning Group…	8,101	$780K	0.33%	-2,308	13F-HR Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …	8,072	$777K	0.13%	+1,019	13F-HR Timeline Group
Smith Salley Wealth Management	8,061	$776K	0.04%	-100	13F-HR Timeline
MOODY LYNN LIEBERSON & WALKER, LLC	8,036	$774K	0.04%	+134	13F-HR Timeline
BRASADA CAPITAL MANAGEMENT, LP	7,947	$773K	0.13%	-2,472	13F-HR Timeline
Summit Investment Advisory Services, LLC	8,020	$772K	0.29%	+327	13F-HR Timeline
Fermata Advisors, LLC	7,993	$770K	0.18%	+172	13F-HR Timeline
Obermeyer Wealth Partners	7,963	$767K	0.04%	-2,431	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	7,948	$765K	0.02%	+12	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC	7,941	$764K	0.04%	+642	13F-HR Timeline Group
Triad Wealth Partners, LLC	7,939	$764K	0.07%	+1,114	13F-HR Timeline
Polaris Investment Advisors, LLC	7,932	$764K	0.55%		13F-HR Timeline
Montis Financial, LLC	7,929	$763K	0.15%	-930	13F-HR Timeline
OPAL CAPITAL LLC	7,451	$761K	0.19%		13F-HR Timeline
Wealthquest Corp	7,893	$760K	0.06%	new	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	7,887	$759K	0.02%	-425	13F-HR Timeline
Wellspring Financial Advisors, LLC	7,885	$759K	0.06%	0	13F-HR Timeline
Shepherd Financial Partners LLC	7,879	$759K	0.07%	-347	13F-HR Timeline
Investment Advisory Group, LLC	7,823	$753K	0.19%	-20	13F-HR Timeline
Flagstone Financial Management	7,823	$753K	0.19%	0	13F-HR Timeline
Bensler, LLC	7,795	$750K	0.08%	+1	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	7,780	$749K	0.15%	0	13F-HR Timeline
CENTRAL BANK & TRUST CO	7,773	$748K	0.12%	+20	13F-HR Timeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…	7,751	$746K	0.24%	+119	13F-HR Timeline
Next Level Private LLC	7,745	$746K	0.2%	-755	13F-HR Timeline
McMillan Office, Inc.	7,736	$745K	0.09%		13F-HR Timeline
FOCUSED ALPHA, LLC	7,707	$742K	0.22%		13F-HR Timeline
Fiduciary Alliance LLC	7,692	$740K	0.05%	+14	13F-HR Timeline
Indivisible Partners	7,631	$735K	0.08%		13F-HR Timeline
Innovative Wealth Building LLC	7,615	$733K	0.53%	+251	13F-HR Timeline
JNBA Financial Advisors	7,602	$732K	0.06%	0	13F-HR Timeline
Larson Financial Group LLC	7,599	$732K	0.02%	-42	13F-HR Timeline
Midwest Financial Group LLC	7,577	$729K	0.32%	+1,845	13F-HR Timeline
Bragg Financial Advisors, Inc	7,553	$727K	0.02%	0	13F-HR Timeline
Caldwell Trust Co	7,531	$725K	0.06%	0	13F-HR Timeline
INVENIO WEALTH PARTNERS LLC	7,529	$725K	0.27%	0	13F-HR Timeline
BlueSky Wealth Advisors, LLC	7,481	$720K	0.09%	0	13F-HR Timeline
Traveka Wealth, LLC	7,478	$720K	0.29%	+1,963	13F-HR Timeline
Vise Technologies, Inc.	7,476	$720K	0.01%	+2,897	13F-HR Timeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…	7,474	$720K	0.12%	+235	13F-HR Timeline Group
DIVERSIFIED MANAGEMENT INC	7,463	$718K	0.17%		13F-HR Timeline
Independent Advisor Alliance	7,407	$713K	0.02%	-900	13F-HR Timeline
BRADY FAMILY WEALTH, LLC	7,397	$712K	0.22%	0	13F-HR Timeline
VIAWEALTH, LLC	7,352	$708K	0.4%	-1,665	13F-HR Timeline
ENDEAVOR PRIVATE WEALTH, INC.	7,315	$704K	0.2%	+6	13F-HR Timeline
ICW Investment Advisors LLC	7,275	$700K	0.25%	+1	13F-HR Timeline
FourThought Financial Partners, LLC	7,259	$699K	0.06%	0	13F-HR Timeline
Tranquility Partners, LLC	7,233	$696K	0.25%	+51	13F-HR Timeline
Destiny Wealth Partners, LLC	6,893	$692K	0.08%	-699	13F-HR Timeline
Greenhouse Wealth Management, LLC	7,190	$692K	0.41%	+29	13F-HR Timeline
THOMPSON SIEGEL & WALMSLEY LLC	7,167	$690K	0.01%	0	13F-HR Timeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…	7,145	$687K	0.09%	+2	13F-HR Timeline
FIDUCIENT ADVISORS LLC	7,126	$686K	0.09%	-7,543	13F-HR Timeline
UPTICK PARTNERS, LLC	7,098	$683K	0.15%	+916	13F-HR Timeline
Bear Mountain Capital, Inc.	6,756	$683K	0.22%	-28	13F-HR Timeline
KINGSWOOD WEALTH ADVISORS, LLC	7,079	$682K	0.03%	+2,966	13F-HR Timeline
BOK Financial Private Wealth, Inc.	7,051	$679K	0.04%	0	13F-HR Timeline
Cranbrook Wealth Management, LLC	7,020	$676K	0.13%	0	13F-HR Timeline
Ballew Advisors, Inc	6,686	$670K	0.38%	+3	13F-HR Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	6,949	$669K	0.02%	+940	13F-HR Timeline Group
Facet Wealth, Inc.	6,667	$668K	0.01%	+1,671	13F-HR Timeline