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Disclosery

IWR ISHARES TR

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SHS (fund)

1,579 managers (1,600 13F filers) reported a position in IWR shares at 2026-06-30, 435,908,092 shares in all. 122 filers opened a position and 53 filers sold out during the quarter.

Managers
1,579
13F filers
1,600
New
122
Added
508
Reduced
507
Sold out
53
Shares held by filers
435,908,092

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Cassia Capital Partners, LLC6,915$763K0.37%013F-HRTimeline
Sterling Investment Counsel, LLC6,905$762K0.18%-25513F-HRTimeline
Vickerman Investment Advisors, Inc.6,846$755K0.15%+31213F-HRTimeline
Brand Asset Management Group, Inc.6,837$754K0.17%013F-HRTimeline
Members Trust Co6,804$751K0.02%+3,74713F-HRTimeline
Investment Advisory Group, LLC6,794$749K0.16%+113F-HRTimeline
First PREMIER Bank6,783$748K0.12%013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding6,716$741K+1,519Timeline
Carnegie Investment Counsel6,701$739K0.01%013F-HRTimeline
Moss Adams Wealth Advisors LLC6,675$736K0.05%-5413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.6,668$736K0.18%-63013F-HRTimeline
Piedmont Capital Management, LLC/NC6,648$733K0.45%013F-HRTimeline
Kelman-Lazarov, Inc.6,639$732K0.1%-64413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …6,614$730K0.1%-21213F-HRTimelineGroup
SilverOak Wealth Management LLC6,610$729K0.09%013F-HRTimeline
BEARING POINT CAPITAL, LLC6,602$728K0.1%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,600$728K0.04%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.6,510$718K0.41%-38013F-HRTimeline
MAIRS & POWER INC6,506$718K0.01%new13F-HRTimeline
McNaughton Wealth Management, LLC6,500$717K0.25%013F-HRTimeline
Cordatus Wealth Management LLC6,495$717K0.16%-2013F-HRTimeline
Relyea Zuckerberg Hanson LLC6,459$713K0.06%+8513F-HR/ATimeline
Curated Wealth Partners LLC6,459$713K0.08%013F-HR/ATimeline
Florida Trust Wealth Management Co6,451$712K0.02%013F-HRTimeline
Segment Wealth Management, LLC6,449$711K0.04%013F-HRTimeline
Axis Wealth Partners, LLC6,446$711K0.34%+16413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,398$706K0.02%013F-HRTimelineGroup
POSTROCK PARTNERS LLC6,376$703K0.29%013F-HRTimeline
Gateway Wealth Partners, LLC6,359$702K0.04%-2,04513F-HRTimeline
Impact Capital Partners LLC6,356$701K0.19%+4,21613F-HRTimeline
Trexquant Investment LP6,345$700K<0.01%new13F-HRTimeline
LONDON CO OF VIRGINIA6,315$697K<0.01%+6,29913F-HRTimeline
CENTAURUS FINANCIAL, INC.6,301$695K0.03%-21513F-HRTimeline
First Nebraska Trust Co6,285$693K0.06%013F-HRTimeline
Bangor Savings Bank6,270$692K0.05%013F-HRTimeline
Betterment LLC6,261$691K<0.01%+46813F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,200$684K0.02%013F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD6,192$683K0.14%13F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…6,191$683K0.18%013F-HRTimeline
GREAT LAKES ADVISORS, LLC6,190$683K0.01%-7613F-HRTimeline
Wise Wealth Partners6,170$681K1.16%013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC6,150$678K0.18%+1513F-HRTimeline
Trust Co of the South6,145$678K0.1%013F-HRTimeline
Cyndeo Wealth Partners, LLC6,144$678K0.03%+8913F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK6,124$676K0.05%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,115$675K0.01%-1,49313F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP6,096$673K0.01%013F-HRTimelineGroup
ROCKLAND TRUST CO6,085$671K0.03%013F-HRTimeline
Facet Wealth, Inc.6,041$666K0.01%-19313F-HRTimeline
Thomasville National Bank6,009$663K0.04%13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,996$661K0.02%-95513F-HRTimelineGroup
IFG Advisory, LLC5,980$660K0.02%new13F-HRTimeline
Edgemoor Investment Advisors, Inc.5,960$658K0.04%013F-HRTimeline
Bear Mountain Capital, Inc.5,978$656K0.19%-65713F-HRTimeline
Prairie Wealth Advisors, Inc.0$655K0.16%013F-HRTimelineAmount filed as zero, left out of ratios.
Richardson Capital Management LLC5,926$654K0.28%-3413F-HRTimeline
CoreCap Advisors, LLC5,910$652K0.02%-29613F-HRTimeline
Allegheny Financial Group5,908$652K0.07%+20713F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors5,892$650K0.43%-1,34713F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/5,891$650K0.22%013F-HRTimeline
Pinnacle Bancorp, Inc.5,879$649K0.17%013F-HRTimeline
Columbia Bank5,838$644K0.14%new13F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…5,813$641K0.07%-1,33313F-HRTimeline
FAIRFIELD, BUSH & CO.5,810$641K0.32%-18013F-HRTimeline
Quotient Wealth Partners, LLC5,791$639K0.02%-47713F-HRTimeline
Rose Capital Advisors LLC5,784$638K0.34%13F-HRTimeline
Invst, LLC5,782$638K0.06%+64713F-HRTimeline
Balefire, LLC5,752$635K0.1%-72713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC5,748$634K0.07%+42013F-HRTimeline
Federation des caisses Desjardins du Qu…5,745$634K<0.01%013F-HRTimeline
Ballast Financial Advisors LLC5,732$632K0.57%+16913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT5,727$632K0.04%013F-HRTimeline
Cedarwood Wealth LLC5,707$630K0.48%013F-HRTimeline
Palisade Asset Management, LLC5,703$629K0.06%+113F-HRTimeline
Allen Mooney & Barnes Investment Adviso…5,661$624K0.09%-25913F-HRTimeline
UNION SAVINGS BANK5,647$623K0.25%013F-HRTimeline
Dynamic Advisor Solutions LLC5,644$623K0.02%-2813F-HRTimeline
Nilsine Partners, LLC5,635$622K0.04%+59513F-HRTimeline
Alpha Financial Partners LLC5,593$617K0.32%+1513F-HRTimeline
Westmount Partners, LLC5,568$614K0.14%-513F-HRTimeline
EQUITABLE TRUST CO5,532$610K0.03%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC5,509$608K0.04%013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC5,498$607K0.38%-9913F-HRTimeline
TFC Financial Management, Inc.5,495$606K0.07%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC5,465$603K0.08%013F-HRTimeline
LAWOOD & CO5,459$602K0.41%-50613F-HRTimeline
Werba Rubin Papier Wealth Management5,447$601K0.07%+213F-HRTimeline
Intrua Financial, LLC5,425$599K0.06%-16413F-HRTimeline
Register Financial Advisors LLC5,420$598K0.18%+42413F-HRTimeline
My Personal CFO, LLC5,409$597K0.23%013F-HRTimeline
TSFG, LLC5,403$596K0.08%-4513F-HRTimeline
Abundance Wealth Counselors5,396$595K0.04%+2,69813F-HRTimeline
Everhart Financial Group, Inc.5,367$592K0.04%+6113F-HRTimeline
STEVENS CAPITAL PARTNERS5,363$592K0.11%+4413F-HRTimeline
SFAM, LLC5,343$589K0.48%-69713F-HRTimeline
GW&K Investment Management, LLC5,337$589K<0.01%+10413F-HRTimeline
Arbor Wealth Advisors LLC5,337$589K0.36%013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,309$586K0.18%013F-HRTimeline
United Community Bankin group United Community Bank5,303$585K0.18%013F-HRTimelineGroup
FIDUCIARY ADVISORS, INC.5,288$583K0.39%+1413F-HRTimeline
Hudson Value Partners, LLC5,280$582K0.15%013F-HRTimeline
Torrey Growth & Income Advisors5,258$580K0.2%-20013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…5,280$579K0.12%-6413F-HRTimeline
Harbour Capital Advisors, LLC5,260$579K0.11%013F-HRTimeline
Douglass Winthrop Advisors, LLC5,231$577K0.01%new13F-HRTimeline
TMB Capital Partners, LLC5,217$576K0.18%013F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC5,214$575K0.43%+1,51813F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.5,206$574K0.06%013F-HRTimeline
Salomon & Ludwin, LLC5,210$574K0.05%-21513F-HRTimeline
Mach-1 Financial Group, LLC5,171$570K0.22%-9713F-HRTimeline
TCI Wealth Advisors, Inc.5,153$568K0.02%013F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …5,110$564K0.19%13F-HRTimeline
DBK Financial Counsel, LLC5,105$563K0.47%013F-HRTimeline
LMCG INVESTMENTS, LLC5,082$561K0.03%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.5,076$560K0.21%-38813F-HRTimeline
HighPoint Advisor Group LLC5,076$560K0.02%+15413F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC5,059$558K0.09%+713F-HRTimeline
BCS Private Wealth Management, Inc.5,050$557K0.17%013F-HRTimeline
Altus Wealth Group LLC5,041$556K0.2%-13013F-HRTimeline
Plancorp, LLC5,064$556K0.01%+67813F-HRTimeline
Weil Company, Inc.5,036$556K0.1%013F-HRTimeline
Ducere Wealth Management LLC5,035$555K0.17%-26313F-HRTimeline
Resurgent Financial Advisors LLC5,007$552K0.15%+28513F-HRTimeline
Valued Retirements, Inc.4,990$550K0.49%013F-HRTimeline
Joel Isaacson & Co., LLC4,972$548K0.02%+113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,960$547K0.16%013F-HRTimeline
PKS Advisory Services, LLC4,958$547K0.09%-1,15013F-HRTimeline
William Mack & Associates, Inc.4,957$547K0.19%-13913F-HRTimeline
Rockwood Wealth Management, LLC4,954$546K0.03%+1,21113F-HRTimeline
Perkins Coie Trust Co4,930$544K0.09%+2,32013F-HRTimeline
Nolet Wealth Management, LLC4,910$542K0.3%013F-HRTimeline
Wealth Dimensions Group, Ltd.4,902$541K0.1%-14213F-HRTimeline
Breachway Investments LLC4,895$540K0.81%013F-HRTimeline
InvesTrust4,893$540K0.21%+15013F-HRTimeline
Beck Bode, LLC4,849$535K0.08%-11513F-HRTimeline
PARK NATIONAL CORP /OH/4,844$534K0.01%-20013F-HRTimeline
M1 Capital Management LLC4,828$533K0.2%013F-HRTimeline
Golden State Wealth Management, LLC4,826$532K0.05%+10313F-HRTimeline
Diversified Portfolios, Inc.4,810$531K0.04%+1,40213F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…4,804$530K<0.01%013F-HRTimelineGroup
King Wealth Management Group4,802$530K0.06%+28213F-HRTimeline
Windsor Capital Management, LLC4,803$530K0.14%-6413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.4,791$529K<0.01%-6613F-HRTimelineGroup
L.K. Benson & Company, P.C.4,785$528K0.16%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,754$524K0.02%+513F-HRTimeline
Foster Victor Wealth Advisors, LLC4,767$523K0.03%-12013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,734$522K0.01%-14013F-HRTimelineGroup
Forum Private Client Group LLC4,724$521K0.16%-30613F-HRTimeline
Holistic Financial Partners4,712$520K0.32%013F-HRTimeline
Stonebrook Private Inc.4,712$520K0.09%013F-HRTimeline
Prime Buchholz LLC4,700$519K0.19%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…4,693$517K0.05%-3,13113F-HRTimeline
Veracity Capital LLC4,665$515K0.14%+213F-HRTimeline
AdvisorNet Financial, Inc4,640$512K0.02%-21613F-HRTimeline
Kirkwood Financial Services4,636$511K0.15%-5213F-HRTimeline
New Hampshire Trust4,611$509K0.1%-45813F-HRTimeline
Broadview Financial Management, LLC4,603$508K0.31%-5713F-HRTimeline
Landmark Wealth Management, LLC4,583$506K0.12%-1213F-HRTimeline
Flagship Private Wealth, LLC4,575$505K0.18%-28313F-HRTimeline
Christensen, King & Associates Investme…4,573$504K0.2%013F-HRTimeline
Fortis Capital Advisors, LLC4,505$497K0.06%013F-HRTimeline
Praetorian Wealth Management, Inc.4,500$496K0.09%013F-HRTimeline
TrustBankin group TrustBank4,475$494K0.17%-10013F-HRTimelineGroup
Guardian Asset Advisors, LLC4,472$493K0.23%+6813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,466$493K0.05%+2013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC4,450$491K0.05%013F-HRTimeline
Advisory Alpha, LLC4,445$490K0.01%+8913F-HRTimeline
Tepp RIA, LLC4,434$489K0.33%new13F-HRTimeline
United Advisor Group, LLC4,404$486K0.05%+53613F-HRTimeline
HMS Capital Management, LLC4,393$485K0.18%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,388$484K<0.01%013F-HRTimelineGroup
ARS Wealth Advisors Group, LLC4,383$484K0.04%+1,12113F-HRTimeline
LMG Wealth Partners, LLC4,371$482K0.08%new13F-HRTimeline
Invera Wealth Advisors, LLC4,364$481K0.26%-3413F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co4,355$480K0.03%+61013F-HRTimelineGroup
Old Peak Finance LLC4,352$480K0.23%013F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC4,350$480K0.32%013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC4,335$478K0.15%013F-HRTimeline
Synergy Financial Group, LTD4,331$478K0.34%013F-HRTimeline
RFG Advisory, LLC4,326$477K0.01%+1,33013F-HRTimeline
Truepoint, Inc.4,313$476K0.01%013F-HRTimeline
Granite Bay Wealth Management, LLC4,286$473K0.04%new13F-HRTimeline
MWA Asset Management4,276$472K0.21%-10013F-HRTimeline
AAF Wealth Management, LLC4,276$472K0.17%-1,75113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,262$470K0.01%-22,99213F-HRTimelineGroup
Parcion Private Wealth LLC4,253$469K0.03%-32313F-HRTimeline
Bouchey Financial Group, Ltd.4,249$469K0.03%013F-HRTimeline
Trust Co4,237$467K0.04%-24513F-HRTimeline
MTM Investment Management, LLC4,230$467K0.13%013F-HRTimeline
BlueChip Wealth Advisors LLC4,218$465K0.18%013F-HRTimeline
Wealthspire Retirement, LLC4,211$465K0.03%+313F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT4,209$464K0.02%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…4,186$462K0.12%-51013F-HRTimeline
Cordgrass Capital Advisors, LLC4,170$460K0.17%+26313F-HRTimeline
SENTINEL TRUST CO LBA4,165$459K0.04%013F-HRTimeline
Baker Avenue Asset Management, LP4,158$459K0.01%-10913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,158$459K0.06%013F-HRTimeline
Magnus Financial Group LLC4,144$457K0.03%+1013F-HRTimeline
CRA Financial Services, LLC4,099$452K0.05%+32113F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp4,076$450K0.04%013F-HRTimelineGroup