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Disclosery

IWR ISHARES TR

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SHS (fund)

1,506 managers (1,527 13F filers) reported a position in IWR shares at 2026-03-31, 419,699,862 shares in all. 81 filers opened a position and 78 filers sold out during the quarter.

Managers
1,506
13F filers
1,527
New
81
Added
464
Reduced
540
Sold out
78
Shares held by filers
419,699,862

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC11,454$1.19M0.38%013F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV12,198$1.19M0.02%013F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC12,173$1.18M0.03%+47813F-HR/ATimeline
Pacific Park Financial, Inc.12,168$1.18M0.77%+1,90613F-HRTimeline
BECKER CAPITAL MANAGEMENT INC12,144$1.18M0.03%013F-HRTimeline
Radnor Capital Management, LLC12,010$1.17M0.17%013F-HRTimeline
Compound Planning, Inc.11,970$1.16M0.04%-45613F-HRTimeline
Advisors Capital Management, LLC11,962$1.16M0.01%+1613F-HRTimeline
Jupiter Wealth Management LLC11,000$1.15M0.46%013F-HRTimeline
Roan Capital Partners11,829$1.15M1.06%13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT11,808$1.15M0.34%new13F-HRTimeline
Nordwand Advisors, LLC11,795$1.15M0.2%+32513F-HRTimeline
Seneca Financial Advisors LLC11,793$1.15M0.34%-24913F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.11,766$1.14M0.7%+5613F-HRTimeline
SEGALL BRYANT & HAMILL, LLC11,747$1.14M0.02%-4,33813F-HR/ATimeline
Heritage Trust Co11,732$1.14M0.11%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP11,712$1.14M0.08%-90013F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC11,630$1.13M0.05%-14,17013F-HRTimeline
TPG Financial Advisors, LLC11,599$1.13M0.37%+14013F-HRTimeline
Pine Haven Investment Counsel, Inc11,522$1.12M0.82%013F-HRTimeline
CENTRAL TRUST Co11,482$1.12M0.02%-18013F-HRTimeline
Leslie Global Wealth, LLC11,427$1.11M0.59%+48513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group11,407$1.11M0.12%013F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC11,358$1.1M0.03%+1,70813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT11,315$1.1M0.06%+2,18013F-HRTimelineGroup
Phillip James Consulting Co.5,146$1.1M0.83%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,228$1.09M0.01%+3613F-HRTimelineGroup
Savvy Advisors, Inc.11,181$1.09M0.03%+11813F-HRTimeline
USAdvisors Wealth Management, LLC11,472$1.09M0.36%-7013F-HRTimeline
Xcelsior Advisor Partners LLC11,159$1.08M0.42%+5,47313F-HRTimeline
Rare Wolf Capital LLC11,150$1.08M0.7%+213F-HRTimeline
TUDOR INVESTMENT CORP ET AL11,035$1.07M0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,009$1.07M0.06%-79613F-HRTimeline
Kendall Capital Management11,000$1.07M0.22%013F-HRTimeline
Wellspring Financial Advisors, LLC10,932$1.06M0.08%+3,04713F-HRTimeline
Stillwater Capital Advisors, LLC10,872$1.06M0.12%-27713F-HRTimeline
Columbia Asset Management10,872$1.06M0.2%013F-HRTimeline
Western Wealth Management, LLC10,866$1.06M0.04%-35013F-HR/ATimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,838$1.05M0.02%+16913F-HRTimeline
DUNCKER STREETT & CO INC10,830$1.05M0.2%013F-HRTimeline
PINNEY & SCOFIELD, INC.10,760$1.05M0.56%+16013F-HRTimeline
Vestmark Advisory Solutions, Inc.10,750$1.05M0.01%+1,10013F-HRTimeline
Birch Hill Investment Advisors LLC10,706$1.04M0.05%013F-HRTimeline
Retirement Planning Group, LLC10,676$1.04M0.03%+2,29813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.10,670$1.04M0.07%+17013F-HRTimelineGroup
Operose Advisors LLC10,564$1.03M0.24%+513F-HRTimeline
OFC FINANCIAL PLANNING, LLC10,549$1.03M1.01%013F-HRTimeline
Mill Capital Management, LLC10,524$1.02M0.08%013F-HRTimeline
IFP Advisors, Inc10,515$1.02M0.02%-64713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…10,441$1.02M0.17%-5613F-HRTimeline
Sunbelt Securities, Inc.10,430$1.01M0.06%-1,23213F-HRTimeline
Center for Wealth Management Advisory10,427$1.01M0.73%013F-HRTimeline
Jaffetilchin Investment Partners, LLC10,407$1.01M0.06%+48713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,398$1.01M0.01%-59613F-HRTimelineGroup
Apella Capital, LLC9,684$1.01M0.01%+4,02913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC10,332$1M0.08%013F-HRTimeline
RKL Wealth Management LLC10,328$1M0.09%-3613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,320$1M<0.01%+4713F-HRTimelineGroup
Perennial Investment Advisors, LLC10,309$1M0.08%+8013F-HRTimeline
Moors & Cabot, Inc.10,248$996K0.04%-53913F-HRTimeline
Mason & Associates, LLC10,235$995K0.23%-3713F-HRTimeline
Narwhal Capital Management10,231$995K0.07%013F-HRTimeline
First Financial Bankshares Inc10,196$991K0.02%+1,70813F-HRTimeline
Cedrus Wealth Group LLC10,178$990K1.1%+1,23013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…10,168$989K0.29%013F-HRTimeline
Advisor Resource Council10,112$983K0.39%013F-HRTimeline
Waldron Private Wealth LLC10,058$978K0.04%-54413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding10,056$978K0Timeline
Breakwater Capital Group9,950$967K0.13%-4213F-HRTimeline
Indivisible Partners9,942$967K0.09%+2,31113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,938$966K0.04%+60913F-HRTimeline
Jackson Hole Capital Partners, LLC9,927$965K0.16%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,925$965K<0.01%013F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.9,886$961K0.1%-5113F-HRTimeline
MONECO ADVISORS, LLC9,818$955K0.07%-2,37813F-HRTimeline
American Wealth Advisors, LLC9,800$953K0.99%+18613F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC9,780$951K0.43%+21113F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC9,754$948K0.01%-15,84813F-HRTimelineGroup
North Star Investment Management Corp.9,660$939K0.06%013F-HRTimeline
Wedmont Private Capital9,275$939K0.03%+1013F-HRTimeline
Selective Wealth Management, Inc.9,158$938K0.28%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC9,551$929K0.06%-14313F-HRTimeline
Asset Advisory Group, Inc.9,550$929K0.47%+913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…9,538$927K0.06%-6,26013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC9,501$924K0.05%-12613F-HRTimeline
Plante Moran Financial Advisors, LLC9,496$923K0.06%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC9,473$921K0.15%-46113F-HRTimeline
PATTEN & PATTEN INC/TN9,400$914K0.06%013F-HRTimeline
Beacon Financial Advisory LLC9,396$914K0.21%+713F-HRTimeline
PARTHENON LLC9,323$906K0.1%013F-HRTimeline
Harbor Asset Planning, Inc.9,269$901K0.76%+9013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,265$901K0.07%+68213F-HRTimeline
Circle Wealth Management, LLC9,247$899K0.01%+313F-HRTimeline
E&G Advisors, LLC9,153$890K0.2%+4,15313F-HRTimeline
GeoWealth Management, LLC9,136$888K0.03%-1113F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC9,116$886K0.33%013F-HRTimeline
Goldstein Advisors, LLC9,112$886K0.1%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,990$874K0.02%+7713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,987$874K0.05%-10,52213F-HRTimeline
Capital Investment Advisors, LLC8,964$872K0.01%-1,08413F-HR/ATimeline
LGL PARTNERS, LLC8,954$871K0.36%+2413F-HRTimeline
Dana Investment Advisors, Inc.8,949$870K0.03%-30013F-HRTimeline
Center for Financial Planning, Inc.8,943$870K0.09%-7813F-HRTimeline
Baron Wealth Management LLC8,942$869K0.26%-11013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC8,922$868K0.36%+1013F-HRTimeline
CWA Asset Management Group, LLC8,914$867K0.03%+2,17513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,906$866K0.06%-62013F-HRTimeline
Modern Wealth Management, LLC8,804$862K0.01%-26913F-HRTimeline
Heritage Wealth Advisors8,801$856K0.03%-13,42413F-HRTimeline
LEE DANNER & BASS INC8,766$852K0.05%013F-HRTimeline
Midwest Financial Group LLC8,765$852K0.36%+1,18813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.8,700$846K0.21%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST8,617$838K0.08%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,576$834K0.02%-5,05813F-HRTimelineGroup
Precision Wealth Strategies, LLC8,533$830K0.28%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC8,516$828K0.08%013F-HRTimeline
Certified Advisory Corp8,496$826K0.07%-13913F-HRTimeline
Gateway Wealth Partners, LLC8,404$817K0.03%new13F-HRTimeline
Glassman Wealth Services8,397$816K0.11%013F-HRTimeline
Rehmann Capital Advisory Group8,388$816K0.04%-16,29913F-HRTimeline
Baldwin Investment Management, LLC8,363$813K0.1%013F-HRTimeline
CENTRAL BANK & TRUST CO8,356$812K0.13%+58313F-HRTimeline
S&CO INC8,344$811K0.05%013F-HRTimeline
Ironwood Financial, llc8,338$811K0.14%013F-HRTimeline
Foundations Investment Advisors, LLC8,322$809K0.01%-42113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC8,306$808K0.06%-50013F-HRTimeline
PACIFIC FINANCIAL GROUP INC8,304$807K0.44%-30313F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC8,297$807K0.05%-65513F-HRTimeline
MidAtlantic Capital Management, Inc.8,296$807K0.56%-44713F-HRTimeline
Fiduciary Alliance LLC7,859$804K0.05%+16713F-HRTimeline
Tranquility Partners, LLC8,266$804K0.3%+1,03313F-HRTimeline
BIP Wealth, LLC8,257$803K0.03%-4113F-HRTimeline
Beaumont Financial Advisors, LLC8,166$794K0.05%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …8,141$792K<0.01%-79013F-HRTimelineGroup
Innovative Wealth Building LLC8,099$787K0.55%+48413F-HRTimeline
New England Professional Planning Group…8,052$783K0.33%-4913F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC8,036$781K0.04%013F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP7,910$781K0.14%-3713F-HRTimeline
Summit Investment Advisory Services, LLC8,022$780K0.29%+213F-HRTimeline
CURIO WEALTH, LLC8,008$779K0.27%-29313F-HRTimeline
Fermata Advisors, LLC7,987$777K0.17%-613F-HRTimeline
Obermeyer Wealth Partners7,963$774K0.04%013F-HRTimeline
Next Level Private LLC7,955$773K0.17%+21013F-HRTimeline
Smith Salley Wealth Management7,950$773K0.04%-11113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC7,941$772K0.04%013F-HRTimelineGroup
Polaris Investment Advisors, LLC7,932$771K0.56%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,929$771K0.02%+1,26513F-HRTimelineGroup
Princeton Global Asset Management LLC7,912$769K0.13%-40413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC7,908$769K0.02%+2113F-HRTimeline
Shepherd Financial Partners LLC7,855$764K0.07%-2413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,840$762K0.02%-10813F-HRTimeline
GWN SECURITIES INC.7,837$762K0.15%-28013F-HRTimeline
Patriot Financial Group Insurance Agenc…7,824$761K0.04%+3,99513F-HRTimeline
Flagstone Financial Management7,823$761K0.19%013F-HRTimeline
Wealthquest Corp7,799$758K0.05%-9413F-HR/ATimeline
OLD SECOND NATIONAL BANK OF AURORA7,780$756K0.16%013F-HRTimeline
McMillan Office, Inc.7,736$752K0.1%013F-HRTimeline
CVFG LLC7,714$750K0.09%+1,48513F-HRTimeline
FOCUSED ALPHA, LLC7,713$750K0.23%+613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,659$750K0.05%-1,48313F-HRTimeline
AlphaCore Capital LLC7,675$746K0.02%-43413F-HRTimeline
Diversified Enterprises, LLC7,633$742K0.04%+84913F-HRTimeline
Larson Financial Group LLC7,617$741K0.02%+1813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,608$740K0.01%+79813F-HRTimelineGroup
JNBA Financial Advisors7,594$738K0.06%-813F-HRTimeline
FIRST AMERICAN TRUST, FSB7,589$738K0.05%+1,15313F-HRTimeline
Bragg Financial Advisors, Inc7,549$734K0.02%-413F-HRTimeline
Caldwell Trust Co7,531$732K0.07%013F-HRTimeline
INVENIO WEALTH PARTNERS LLC7,529$732K0.29%013F-HRTimeline
Bensler, LLC7,496$729K0.08%-29913F-HRTimeline
BlueSky Wealth Advisors, LLC7,481$727K0.09%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC7,463$726K0.12%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,460$725K0.03%+38113F-HRTimeline
Vise Technologies, Inc.7,476$720K0.01%013F-HRTimeline
Montis Financial, LLC7,394$719K0.15%-53513F-HRTimeline
BRADY FAMILY WEALTH, LLC7,390$719K0.22%-713F-HRTimeline
First Bancorp, Inc /ME/7,386$718K0.36%+69013F-HRTimeline
VIAWEALTH, LLC7,352$715K0.4%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp7,332$713K0.04%-2,88113F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.7,298$710K0.2%-1713F-HRTimeline
Kelman-Lazarov, Inc.7,283$708K0.1%-1,98113F-HRTimeline
ICW Investment Advisors LLC7,275$707K0.26%013F-HRTimeline
FourThought Financial Partners, LLC7,259$706K0.06%013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors7,239$704K0.45%-1,01313F-HRTimelineGroup
Greenhouse Wealth Management, LLC7,209$701K0.43%+1913F-HRTimeline
FIDUCIENT ADVISORS LLC7,203$700K0.09%+7713F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC7,167$697K0.01%013F-HRTimeline
Sterling Investment Counsel, LLC7,160$696K0.2%new13F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…7,146$695K0.09%+113F-HRTimeline
Bear Mountain Capital, Inc.6,635$694K0.21%-12113F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT7,134$687K0.87%13F-HRTimeline
BOK Financial Private Wealth, Inc.7,051$686K0.04%013F-HRTimeline
Cranbrook Wealth Management, LLC7,020$683K0.14%013F-HRTimeline
Ballew Advisors, Inc6,739$682K0.38%+5313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,951$676K0.02%+213F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC6,942$675K0.08%new13F-HRTimeline
BLB&B Advisors, LLC6,938$675K0.03%+13013F-HRTimeline
Anson Capital, Inc.6,933$674K0.46%013F-HRTimeline
Cassia Capital Partners, LLC6,915$672K0.35%+33713F-HRTimeline
Smithfield Trust Co6,940$671K0.03%013F-HRTimeline