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Disclosery

IWR ISHARES TR

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SHS (fund)

1,399 managers (1,415 13F filers) reported a position in IWR shares at 2024-12-31, 359,232,316 shares in all. 96 filers opened a position and 55 filers sold out during the quarter.

Managers
1,399
13F filers
1,415
New
96
Added
471
Reduced
404
Sold out
55
Shares held by filers
359,232,316

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
WealthShield Partners, LLC5,960$527K0.07%+1,92513F-HRTimeline
Brand Asset Management Group, Inc.5,943$525K0.21%013F-HRTimeline
Ground Swell Capital, LLC5,921$523K1.14%new13F-HRTimeline
Bolthouse Investments, LLC5,919$523K0.48%13F-HRTimeline
Alpha Financial Partners LLC5,895$521K0.41%new13F-HRTimeline
Adero Partners, LLC5,881$520K0.03%-16413F-HRTimeline
Trust Co of the South5,880$520K0.11%-3,16513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST5,867$519K0.06%013F-HRTimeline
CVFG LLC5,844$517K0.47%13F-HRTimeline
Cyndeo Wealth Partners, LLC5,843$517K0.03%013F-HRTimeline
James J. Burns & Company, LLC5,834$516K0.09%-92213F-HRTimeline
Obsidian Personal Planning Solutions LLC5,585$514K0.25%new13F-HRTimeline
Sovran Advisors, LLC5,752$513K0.07%13F-HRTimeline
Clarity Capital Partners LLC5,781$511K0.26%+21513F-HRTimeline
PKS Advisory Services, LLC5,755$509K0.13%13F-HRTimeline
True Link Financial Advisors, LLC5,731$507K0.04%-22213F-HRTimeline
My Personal CFO, LLC5,712$505K0.26%+413F-HRTimeline
Palisade Asset Management, LLC5,710$505K0.05%+113F-HRTimeline
Jaffetilchin Investment Partners, LLC5,693$503K0.04%+23913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.5,664$501K0.23%013F-HRTimeline
Brueske Advisory Services, LLC5,655$500K0.44%13F-HRTimeline
SFMG, LLC5,637$498K0.04%013F-HRTimeline
Sepio Capital, LP5,626$497K0.04%new13F-HRTimeline
LMCG INVESTMENTS, LLC5,591$494K0.03%-34013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,572$493K0.01%+3,15213F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC5,564$492K0.12%-4013F-HRTimelineGroup
Veracity Capital LLC5,535$489K0.18%+9313F-HRTimeline
Register Financial Advisors LLC5,492$485K0.24%+1113F-HRTimeline
Salomon & Ludwin, LLC5,485$485K0.05%-22913F-HRTimeline
Saxony Capital Management, LLC5,475$484K0.43%-4,54913F-HRTimeline
Callan Capital, LLC5,471$484K0.04%+17413F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC5,468$483K0.38%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC5,465$483K0.09%013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.5,449$482K0.07%013F-HRTimeline
Ironwood Wealth Management, LLC.5,441$481K0.15%-1413F-HRTimeline
Rehmann Capital Advisory Group5,398$477K0.03%+1,01513F-HRTimeline
Innovative Wealth Building LLC5,365$474K0.43%13F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…5,344$472K0.1%013F-HRTimeline
Arbor Wealth Advisors LLC5,337$472K0.42%new13F-HRTimeline
William Mack & Associates, Inc.5,334$472K0.49%13F-HRTimeline
Harbour Capital Advisors, LLC5,260$471K0.1%-17613F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC5,320$470K0.48%-73113F-HRTimeline
Founders Financial Alliance, LLC5,307$469K0.13%-61313F-HRTimeline
Zhang Financial LLC5,301$469K0.03%+3913F-HRTimeline
HBC Financial Services, PLLC5,266$465K0.28%013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,249$464K0.19%013F-HRTimeline
FAIRFIELD, BUSH & CO.5,233$463K0.27%+1,68013F-HRTimeline
SPINNAKER TRUST5,202$460K0.03%013F-HRTimeline
Canandaigua National Trust Co of Florida5,200$460K0.36%-6413F-HRTimeline
Ledyard National Bank5,189$459K0.04%-10013F-HRTimeline
SOL Capital Management CO5,180$458K0.05%013F-HRTimeline
WEALTH ALLIANCE, LLC5,140$454K0.05%new13F-HRTimeline
Fortis Capital Advisors, LLC5,246$454K0.16%013F-HRTimeline
Bordeaux Wealth Advisors LLC5,118$452K0.07%013F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,042$446K0.04%+4913F-HRTimeline
Weil Company, Inc.5,036$445K0.15%013F-HRTimeline
TCI Wealth Advisors, Inc.5,028$444K0.04%-27913F-HRTimeline
Edge Capital Group, LLC5,024$444K0.02%+15713F-HRTimeline
Christensen, King & Associates Investme…4,928$443K0.21%+213F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC5,010$443K0.08%+1013F-HRTimeline
E&G Advisors, LLC5,000$442K0.12%013F-HRTimeline
Herold Advisors, Inc.5,000$442K0.1%013F-HRTimeline
Essential Planning, LLC.5,000$441K<0.01%+2,50013F-HRTimeline
Valued Retirements, Inc.4,990$441K0.59%013F-HRTimeline
SilverOak Wealth Management LLC4,986$441K0.09%013F-HRTimeline
Impact Partnership Wealth, LLC4,980$440K0.09%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,977$440K0.02%-99813F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,973$440K0.01%+1,40913F-HRTimelineGroup
EQUITABLE TRUST CO4,966$439K0.02%new13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,960$438K0.17%013F-HRTimeline
Impact Capital Partners LLC4,960$438K0.16%13F-HRTimeline
Antonelli Financial Advisors, LLC4,960$438K0.37%13F-HRTimeline
Trust Co4,952$438K0.05%-11213F-HRTimeline
Carnegie Investment Counsel4,949$437K0.01%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.4,877$431K<0.01%+13713F-HR/ATimelineGroup
Campbell Wealth Management4,877$431K0.04%new13F-HRTimeline
CoreCap Advisors, LLC4,861$430K0.02%-18513F-HRTimeline
M1 Capital Management LLC4,858$429K0.23%13F-HRTimeline
TBH Global Asset Management, LLC4,844$428K0.1%-2913F-HRTimeline
FIRST FINANCIAL CORP /IN/4,840$428K0.2%013F-HRTimeline
INVENIO WEALTH PARTNERS LLC4,838$428K0.18%013F-HRTimeline
Plancorp, LLC4,817$426K0.02%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…4,804$425K<0.01%new13F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,765$421K<0.01%-1,22613F-HR/ATimelineGroup
Prosperity Consulting Group, LLC4,759$421K0.03%013F-HRTimeline
Broadview Financial Management, LLC4,753$420K0.3%-6213F-HRTimeline
NCM Capital Management, LLC4,752$420K0.19%+20013F-HRTimeline
InvesTrust4,743$419K0.12%13F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,733$418K0.06%-513F-HRTimeline
Joel Isaacson & Co., LLC4,718$417K0.02%+1113F-HRTimeline
Legacy Financial Advisors, Inc.4,716$417K0.07%013F-HRTimeline
Holistic Financial Partners4,712$417K0.21%+11213F-HRTimeline
Cadence Bank4,711$416K0.03%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC4,693$415K<0.01%new13F-HRTimelineGroup
Affinity Capital Advisors, LLC4,615$410K0.08%-2413F-HRTimeline
Pine Valley Investments Ltd Liability Co4,584$405K0.03%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…4,569$404K0.05%-2613F-HRTimeline
Atlantic Edge Private Wealth Management…4,557$403K0.12%013F-HRTimeline
PBMares Wealth Management LLC4,553$402K0.08%013F-HRTimeline
King Wealth Management Group4,520$400K0.06%013F-HRTimeline
TOWNSQUARE CAPITAL LLC4,505$398K<0.01%+68213F-HRTimeline
Advisory Alpha, LLC4,485$397K0.01%+16613F-HRTimeline
Parkside Financial Bank & Trust4,470$395K0.05%+1,55013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,453$394K0.03%013F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC4,450$393K0.07%+30013F-HRTimeline
Truepoint, Inc.4,437$392K0.01%+21813F-HRTimeline
Checchi Capital Advisers, LLC4,436$392K0.03%013F-HRTimeline
BlueChip Wealth Advisors LLC4,423$391K0.22%013F-HRTimeline
Flagship Private Wealth, LLC4,408$390K0.19%+1613F-HRTimeline
HMS Capital Management, LLC4,393$388K0.19%013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT4,391$388K0.02%013F-HRTimeline
MTM Investment Management, LLC4,390$388K0.15%-7613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,416$387K0.02%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.4,373$387K0.02%+88113F-HRTimeline
PFG Advisors4,377$387K0.02%-13613F-HRTimeline
Golden State Wealth Management, LLC4,375$387K0.06%13F-HRTimeline
Guidance Point Advisors, LLC4,373$387K0.11%+413F-HRTimeline
West Coast Financial LLC4,364$386K0.04%013F-HRTimeline
MWA Asset Management4,364$386K0.26%+5013F-HRTimeline
HM PAYSON & CO4,352$385K0.01%-60013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC4,349$384K0.09%+4813F-HRTimeline
Optas, LLC4,345$384K0.08%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV4,334$383K0.11%+1,33413F-HRTimeline
Willow Creek Wealth Management Inc.4,306$381K0.04%+3313F-HRTimeline
Bouchey Financial Group, Ltd.4,303$380K0.03%+7313F-HRTimeline
Quantum Private Wealth, LLC4,291$379K0.12%013F-HRTimeline
Parcion Private Wealth LLC4,288$379K0.03%new13F-HRTimeline
GW&K Investment Management, LLC4,280$378K<0.01%+1,49413F-HRTimeline
Fortitude Advisory Group L.L.C.4,273$378K0.23%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,273$378K0.03%+1,22813F-HRTimeline
MRP Capital Investments, LLC4,271$378K0.34%+1,70013F-HRTimeline
Legacy Wealth Management, LLC / MS4,268$377K0.15%-4,46213F-HRTimeline
Community Bank of Raymore4,229$374K0.29%013F-HRTimeline
Blue Zone Wealth Advisors, LLC4,228$374K0.11%+3913F-HRTimeline
Dechtman Wealth Management, LLC4,217$373K0.07%-66513F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…4,200$371K<0.01%013F-HRTimelineGroup
Fisher Asset Management, LLC4,199$371K<0.01%new13F-HRTimeline
Colorado Capital Management, Inc.4,199$371K0.18%-16613F-HRTimeline
Duncan Williams Asset Management, LLC4,191$370K0.15%-2513F-HRTimeline
FIRST MANHATTAN CO. LLC.4,189$370K<0.01%+70413F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp4,166$368K0.03%-5513F-HRTimelineGroup
SENTINEL TRUST CO LBA4,165$368K0.04%013F-HRTimeline
Redhawk Wealth Advisors, Inc.4,156$367K0.05%+1513F-HRTimeline
Versant Capital Management, Inc4,144$366K0.08%013F-HRTimeline
First County Bank /CT/4,120$364K0.2%013F-HRTimeline
Wealthspire Retirement, LLC4,116$364K0.03%-92513F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,116$364K0.12%013F-HRTimeline
CRA Financial Services, LLC4,106$363K0.06%+3013F-HRTimeline
Old Mission Investment Co LLC4,100$362K0.11%013F-HRTimeline
NOVUS ADVISORS, LLC4,073$360K0.36%13F-HRTimeline
Lutz Financial Services LLC4,068$360K0.03%013F-HRTimeline
Betterment LLC4,066$359K<0.01%+3713F-HRTimeline
Sage Financial Management Group, Inc.4,059$359K0.13%013F-HRTimeline
Arbor Investment Advisors, LLC4,055$358K0.05%-10613F-HRTimeline
Clayton Financial Group LLC4,036$357K0.13%+1113F-HRTimeline
Aprio Wealth Management, LLC4,035$357K0.05%-2313F-HRTimeline
Baker Avenue Asset Management, LP4,031$356K0.01%-38513F-HRTimeline
Magnus Financial Group LLC4,027$356K0.03%+1413F-HRTimeline
HTLF Bank4,022$356K0.04%-12213F-HRTimeline
Phoenix Wealth Advisors4,001$354K0.15%013F-HRTimeline
REDW Wealth LLC4,000$354K0.12%-2,19613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,000$354K0.14%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC3,998$353K0.03%+313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,993$353K<0.01%+2,44513F-HRTimelineGroup
AdvisorNet Financial, Inc3,976$351K0.03%+14413F-HRTimeline
Avantax Planning Partners, Inc.3,961$350K0.01%-22613F-HRTimeline
Prairie Wealth Advisors, Inc.3,960$350K0.17%013F-HRTimeline
Rockwood Wealth Management, LLC3,950$349K0.04%new13F-HRTimeline
Diversified Portfolios, Inc.3,950$349K0.04%-7013F-HRTimeline
Federation des caisses Desjardins du Qu…3,936$348K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,922$346K0.01%+41513F-HRTimelineGroup
RFG Advisory, LLC3,889$344K0.01%+36313F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,888$343K0.06%013F-HRTimeline
Bernardo Wealth Planning LLC3,911$343K0.08%013F-HRTimeline
UNIONVIEW, LLC3,874$342K0.25%+1213F-HRTimeline
Bell Bank3,842$340K0.03%-23113F-HRTimeline
UPTICK PARTNERS, LLC3,842$340K0.12%+26313F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/3,840$339K0.4%-16513F-HRTimeline
Trail Ridge Investment Advisors, LLC3,838$339K0.16%+16513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC3,835$339K0.18%-1813F-HRTimeline
Arkadios Wealth Advisors3,835$339K0.02%+57213F-HRTimeline
Waterfront Wealth Inc.3,825$338K0.08%+113F-HRTimeline
PACK Private Wealth, LLC3,822$338K0.2%013F-HRTimeline
Financial Alternatives, Inc3,814$337K0.24%013F-HRTimeline
V2 Financial group LLC3,800$336K0.2%013F-HRTimeline
Clark Capital Management Group, Inc.3,785$335K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC3,784$335K0.05%013F-HRTimeline
CPA Asset Management Group, LLC3,779$334K0.16%-3313F-HRTimeline
RFG - Bristol Wealth Advisors, LLC3,776$334K0.11%13F-HRTimeline
SAX WEALTH ADVISORS, LLC3,749$331K0.03%013F-HRTimeline
Good Life Advisors, LLC3,748$331K0.02%-1,92813F-HRTimeline
Park Place Capital Corp3,723$329K0.09%+88313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC3,722$329K0.07%013F-HRTimeline
Winthrop Capital Management, LLC3,716$329K0.09%new13F-HRTimeline
IMS Capital Management3,700$327K0.15%013F-HRTimeline
Mission Creek Capital Partners, Inc.3,680$325K0.07%013F-HRTimeline
ADIRONDACK TRUST CO3,659$323K0.12%013F-HRTimeline
Revolve Wealth Partners, LLC3,656$323K0.05%new13F-HR/ATimeline
Cordgrass Capital Advisors, LLC3,623$320K0.09%+37313F-HRTimeline
Landmark Wealth Management, LLC3,623$320K0.14%-3513F-HRTimeline