IWR ISHARES TR

SHS (fund)

1,363 managers (1,377 13F filers) reported a position in IWR shares at 2025-03-31, 374,319,288 shares in all. 77 filers opened a position and 102 filers sold out during the quarter.

Managers: 1,363
13F filers: 1,377
New: 77
Added: 435
Reduced: 491
Sold out: 102
Shares held by filers: 374,319,288

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Adero Partners, LLC	5,881	$500K	0.03%	0	13F-HR Timeline
Trust Co of the South	5,880	$500K	0.1%	0	13F-HR Timeline
James J. Burns & Company, LLC	5,878	$500K	0.09%	+44	13F-HR Timeline
Alpha Financial Partners LLC	5,868	$499K	0.4%	-27	13F-HR Timeline
MJP ASSOCIATES INC /ADV	5,859	$498K	0.09%	new	13F-HR Timeline
TOWNSQUARE CAPITAL LLC	5,857	$498K	0.01%	+1,352	13F-HR Timeline
Financial Advocates Investment Manageme…	5,815	$495K	0.03%	-230	13F-HR Timeline
FAIRFIELD, BUSH & CO.	5,769	$491K	0.31%	+536	13F-HR Timeline
Plan A Wealth LLC	5,769	$491K	0.38%	-410	13F-HR Timeline
Joel Isaacson & Co., LLC	5,760	$490K	0.02%	+1,042	13F-HR Timeline
MGO ONE SEVEN LLC	5,756	$490K	0.02%	-327	13F-HR Timeline
Forum Private Client Group LLC	5,746	$489K	0.21%	-240	13F-HR Timeline
My Personal CFO, LLC	5,715	$486K	0.24%	+3	13F-HR Timeline
Palisade Asset Management, LLC	5,710	$486K	0.05%	0	13F-HR Timeline
Westmount Partners, LLC	5,706	$485K	0.15%	-452	13F-HR Timeline
Sovran Advisors, LLC	6,023	$484K	0.06%	+271	13F-HR Timeline
Clarity Capital Partners LLC	5,681	$483K	0.2%	-100	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	5,664	$482K	0.23%	0	13F-HR Timeline
PKS Advisory Services, LLC	5,661	$482K	0.13%	-94	13F-HR Timeline
Brueske Advisory Services, LLC	5,655	$481K	0.46%	0	13F-HR Timeline
SFMG, LLC	5,637	$479K	0.04%	0	13F-HR Timeline
Sepio Capital, LP	5,626	$479K	0.04%	0	13F-HR Timeline
TFC Financial Management, Inc.	5,605	$477K	0.07%	-395	13F-HR Timeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC	5,604	$477K	0.1%	+40	13F-HR Timeline Group
FLAGSHIP HARBOR ADVISORS, LLC	5,534	$471K	0.02%	-442	13F-HR Timeline
SMI Advisory Services, LLC	6,132	$468K	0.11%	-113	13F-HR Timeline
Innovative Wealth Building LLC	5,490	$467K	0.43%	+125	13F-HR Timeline
Salomon & Ludwin, LLC	5,485	$467K	0.05%	0	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	5,478	$466K	<0.01%	-1,522	13F-HR Timeline
BLODGETT WEALTH ADVISORS, LLC	5,468	$465K	0.4%	0	13F-HR Timeline
FOURPATH CAPITAL MANAGEMENT, LLC	5,465	$465K	0.08%	0	13F-HR Timeline
EQUITABLE TRUST CO	5,454	$464K	0.03%	+488	13F-HR Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	5,449	$464K	0.07%	0	13F-HR Timeline
Fortis Capital Advisors, LLC	5,448	$463K	0.09%	+202	13F-HR Timeline
LAKE STREET PRIVATE WEALTH, LLC	5,401	$459K	0.07%	-2,027	13F-HR Timeline
Impact Partnership Wealth, LLC	5,392	$459K	0.1%	+412	13F-HR Timeline
Veracity Capital LLC	5,391	$459K	0.18%	-144	13F-HR Timeline
AAF Wealth Management, LLC	5,369	$457K	0.25%	-2,873	13F-HR Timeline
William Mack & Associates, Inc.	5,349	$455K	0.39%	+15	13F-HR Timeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…	5,344	$455K	0.1%	0	13F-HR Timeline
Arbor Wealth Advisors LLC	5,337	$454K	0.4%	0	13F-HR Timeline
Register Financial Advisors LLC	5,335	$454K	0.24%	-157	13F-HR Timeline
Goodwin Investment Advisory	5,323	$453K	0.7%	-44,033	13F-HR Timeline
Icon Wealth Advisors, LLC	5,322	$453K	0.04%	new	13F-HR Timeline
Callan Capital, LLC	5,312	$452K	0.03%	-159	13F-HR Timeline
ENCOMPASS WEALTH ADVISORS, LLC	5,296	$451K	0.18%	+47	13F-HR Timeline
Intrua Financial, LLC	5,292	$450K	0.07%	-1,312	13F-HR Timeline
Founders Financial Alliance, LLC	5,290	$450K	0.11%	-17	13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	5,278	$449K	0.42%	-42	13F-HR Timeline
Canandaigua National Trust Co of Florida	5,200	$442K	0.39%	0	13F-HR Timeline
Mach-1 Financial Group, LLC	5,192	$442K	0.13%	new	13F-HR Timeline
CoreCap Advisors, LLC	5,185	$441K	0.02%	+324	13F-HR Timeline
SOL Capital Management CO	5,180	$441K	0.05%	0	13F-HR Timeline
Hirtle & Co., LLC	5,143	$438K	0.02%	-2,095	13F-HR Timeline
GW&K Investment Management, LLC	5,133	$437K	<0.01%	+853	13F-HR Timeline
LMCG INVESTMENTS, LLC	5,131	$436K	0.03%	-460	13F-HR Timeline
KFA Private Wealth Group, LLC	5,130	$436K	0.15%	new	13F-HR Timeline
Bordeaux Wealth Advisors LLC	5,118	$435K	0.08%	0	13F-HR Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	5,114	$435K	0.02%	+137	13F-HR Timeline Group
STEVENS CAPITAL PARTNERS	5,106	$434K	0.2%	-1,838	13F-HR Timeline
DBK Financial Counsel, LLC	5,105	$434K	0.44%	-1,000	13F-HR Timeline
New Hampshire Trust	5,069	$431K	0.1%	new	13F-HR Timeline
Forefront Wealth Partners, LLC	5,055	$430K	0.29%	new	13F-HR Timeline
Trust Co	5,051	$430K	0.05%	+99	13F-HR Timeline
Harbour Capital Advisors, LLC	5,260	$430K	0.11%	0	13F-HR Timeline
Weil Company, Inc.	5,036	$428K	0.13%	0	13F-HR Timeline
MWA Asset Management	5,034	$428K	0.3%	+670	13F-HR Timeline
Guardian Asset Advisors, LLC	5,067	$427K	0.28%	-1,057	13F-HR Timeline
ARTHUR M. COHEN & ASSOCIATES, LLC	5,018	$427K	0.08%	+8	13F-HR Timeline
Everhart Financial Group, Inc.	5,010	$426K	0.06%	+1,721	13F-HR Timeline
E&G Advisors, LLC	5,000	$425K	0.12%	0	13F-HR Timeline
Herold Advisors, Inc.	5,000	$425K	0.09%	0	13F-HR Timeline
Valued Retirements, Inc.	4,990	$424K	0.56%	0	13F-HR Timeline
CASTLE WEALTH MANAGEMENT LLC	4,960	$422K	0.17%	0	13F-HR Timeline
BURLING WEALTH PARTNERS, LLC	4,959	$422K	0.09%	+1,379	13F-HR Timeline
Caprock Group, LLC	4,951	$421K	0.01%	-6,124	13F-HR Timeline
Ironwood Wealth Management, LLC.	4,930	$419K	0.13%	-511	13F-HR Timeline
M1 Capital Management LLC	4,858	$413K	0.26%	0	13F-HR Timeline
Betterment LLC	4,858	$413K	<0.01%	+792	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	4,840	$412K	0.2%	0	13F-HR Timeline
INVENIO WEALTH PARTNERS LLC	4,838	$412K	0.17%	0	13F-HR Timeline
Plancorp, LLC	4,835	$411K	0.02%	+18	13F-HR Timeline
Flagship Private Wealth, LLC	4,834	$411K	0.2%	+426	13F-HR Timeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…	4,804	$409K	<0.01%	0	13F-HR Timeline Group
Palacios Wealth Management, LLC	2,054	$407K	0.3%	new	13F-HR Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\	4,765	$405K	<0.01%	0	13F-HR Timeline Group
Checchi Capital Advisers, LLC	4,756	$405K	0.03%	+320	13F-HR Timeline
NCM Capital Management, LLC	4,752	$404K	0.18%	0	13F-HR Timeline
InvesTrust	4,743	$403K	0.11%	0	13F-HR Timeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.	4,740	$403K	0.01%	-137	13F-HR Timeline Group
Christensen, King & Associates Investme…	4,617	$403K	0.19%	-311	13F-HR Timeline
Broadview Financial Management, LLC	4,717	$401K	0.3%	-36	13F-HR Timeline
Legacy Financial Advisors, Inc.	4,716	$401K	0.07%	0	13F-HR Timeline
Holistic Financial Partners	4,712	$401K	0.19%	0	13F-HR Timeline
Stonebrook Private Inc.	4,712	$401K	0.1%	new	13F-HR Timeline
Cadence Bank	4,711	$401K	0.03%	0	13F-HR Timeline
Antonelli Financial Advisors, LLC	4,710	$401K	0.32%	-250	13F-HR Timeline
Prosperity Consulting Group, LLC	4,704	$400K	0.03%	-55	13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	4,696	$399K	0.14%	-1,700	13F-HR Timeline
49 WEALTH MANAGEMENT, LLC	4,688	$399K	0.05%	-45	13F-HR Timeline
Ledyard National Bank	4,669	$397K	0.04%	-520	13F-HR Timeline
Golden State Wealth Management, LLC	4,591	$391K	0.06%	+216	13F-HR/A Timeline
FIRST MANHATTAN CO. LLC.	4,588	$390K	<0.01%	+399	13F-HR Timeline
Atlantic Edge Private Wealth Management…	4,557	$388K	0.12%	0	13F-HR Timeline
Brookstone Capital Managementin group Brookstone Capital Management	4,556	$388K	0.01%	+1,522	13F-HR Timeline Group
PBMares Wealth Management LLC	4,553	$387K	0.08%	0	13F-HR Timeline
Invera Wealth Advisors, LLC	4,548	$387K	0.25%	new	13F-HR/A Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …	4,529	$387K	<0.01%	-1,516	13F-HR Timeline Group
King Wealth Management Group	4,520	$385K	0.06%	0	13F-HR Timeline
Associated Banc-Corpin group Associated Banc-Corp	4,483	$381K	0.01%	+1,065	13F-HR Timeline Group
HOHIMER WEALTH MANAGEMENT, LLC	4,450	$379K	0.07%	0	13F-HR Timeline
Rehmann Capital Advisory Group	4,433	$377K	0.02%	-965	13F-HR Timeline
PFG Advisors	4,421	$376K	0.02%	+44	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	4,407	$375K	0.05%	+251	13F-HR Timeline
NORTHEAST INVESTMENT MANAGEMENT	4,375	$372K	0.02%	-16	13F-HR Timeline
West Coast Financial LLC	4,364	$371K	0.04%	0	13F-HR Timeline
Bell Bank	4,331	$368K	0.02%	+489	13F-HR Timeline
Advisory Alpha, LLC	4,326	$368K	0.01%	-159	13F-HR/A Timeline
Truepoint, Inc.	4,313	$367K	0.01%	-124	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	4,298	$366K	0.01%	-675	13F-HR Timeline Group
Bridgewater Advisors Inc.	4,321	$364K	0.03%	new	13F-HR Timeline
Fisher Asset Management, LLC	4,256	$362K	<0.01%	+57	13F-HR Timeline
Patriot Financial Group Insurance Agenc…	4,246	$361K	0.05%	-323	13F-HR Timeline
MTM Investment Management, LLC	4,229	$361K	0.14%	-161	13F-HR Timeline
Community Bank of Raymore	4,229	$360K	0.29%	0	13F-HR Timeline
Federation des caisses Desjardins du Qu…	4,221	$359K	<0.01%	+285	13F-HR Timeline
Bouchey Financial Group, Ltd.	4,219	$359K	0.03%	-84	13F-HR Timeline
BlueChip Wealth Advisors LLC	4,218	$359K	0.18%	-205	13F-HR Timeline
CAPITAL CITY TRUST CO/FL	4,214	$358K	0.1%	new	13F-HR Timeline
AdvisorNet Financial, Inc	4,213	$358K	0.03%	+237	13F-HR Timeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…	4,200	$357K	<0.01%	0	13F-HR Timeline Group
Colorado Capital Management, Inc.	4,199	$357K	0.17%	0	13F-HR Timeline
Duncan Williams Asset Management, LLC	4,187	$356K	0.13%	-4	13F-HR Timeline
SENTINEL TRUST CO LBA	4,165	$354K	0.04%	0	13F-HR Timeline
Versant Capital Management, Inc	4,144	$353K	0.06%	0	13F-HR Timeline
Blue Zone Wealth Advisors, LLC	4,138	$352K	0.1%	-90	13F-HR Timeline
Wealthspire Retirement, LLC	4,118	$350K	0.03%	+2	13F-HR Timeline
CRA Financial Services, LLC	4,106	$349K	0.06%	0	13F-HR Timeline
ENDEAVOR PRIVATE WEALTH, INC.	4,102	$349K	0.19%	new	13F-HR Timeline
Old Mission Investment Co LLC	4,100	$349K	0.1%	0	13F-HR Timeline
KMG FIDUCIARY PARTNERS, LLC	4,099	$349K	0.03%	+101	13F-HR Timeline
Willow Creek Wealth Management Inc.	4,090	$348K	0.03%	-216	13F-HR Timeline
Optas, LLC	4,083	$347K	0.06%	-262	13F-HR Timeline
Affinity Capital Advisors, LLC	4,358	$347K	0.07%	-257	13F-HR Timeline
Good Life Advisors, LLC	4,079	$347K	0.02%	+331	13F-HR Timeline
NOVUS ADVISORS, LLC	4,077	$347K	0.35%	+4	13F-HR Timeline
Arrow Financial Corpin group Arrow Financial Corp	4,076	$347K	0.04%	-90	13F-HR Timeline Group
Lutz Financial Services LLC	4,068	$346K	0.03%	0	13F-HR Timeline
Aprio Wealth Management, LLC	4,047	$344K	0.04%	+12	13F-HR Timeline
Baker Avenue Asset Management, LP	4,042	$344K	0.01%	+11	13F-HR Timeline
WealthShield Partners, LLC	4,035	$343K	0.04%	-1,925	13F-HR Timeline
Clayton Financial Group LLC	4,025	$342K	0.13%	-11	13F-HR Timeline
Magnus Financial Group LLC	4,013	$341K	0.03%	-14	13F-HR Timeline
Phoenix Wealth Advisors	4,001	$340K	0.15%	0	13F-HR Timeline
United Community Bankin group United Community Bank	4,001	$340K	0.13%	+405	13F-HR Timeline Group
REDW Wealth LLC	4,000	$340K	0.13%	0	13F-HR Timeline
Avantax Planning Partners, Inc.	3,961	$337K	0.01%	0	13F-HR Timeline
Prairie Wealth Advisors, Inc.	3,960	$337K	0.17%	0	13F-HR Timeline
HMS Capital Management, LLC	4,393	$335K	0.19%	0	13F-HR Timeline
HM PAYSON & CO	3,932	$334K	0.01%	-420	13F-HR Timeline
Guidance Point Advisors, LLC	3,887	$331K	0.09%	-486	13F-HR Timeline
Tanager Wealth Management LLP	3,884	$330K	0.04%	new	13F-HR Timeline
VALLEY NATIONAL ADVISERS INC	3,888	$330K	0.06%	0	13F-HR Timeline
UPTICK PARTNERS, LLC	3,870	$329K	0.11%	+28	13F-HR Timeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management	3,835	$326K	0.05%		13F-HR Timeline Group
Bernardo Wealth Planning LLC	3,837	$326K	0.08%	-74	13F-HR/A Timeline
Waterfront Wealth Inc.	3,825	$325K	0.08%	0	13F-HR Timeline
PACK Private Wealth, LLC	3,822	$325K	0.19%	0	13F-HR Timeline
Alaethes Wealth, LLC	3,818	$325K	0.12%	+1,115	13F-HR Timeline
Financial Alternatives, Inc	3,814	$324K	0.23%	0	13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	3,811	$324K	0.09%	-523	13F-HR Timeline
RFG Advisory, LLC	3,810	$324K	0.01%	-79	13F-HR Timeline
McClarren Financial Advisors, Inc.	85	$324K	0.21%	new	13F-HR Timeline
INTEGRAL INVESTMENT ADVISORS, INC.	3,806	$324K	0.1%	-310	13F-HR Timeline
V2 Financial group LLC	3,800	$323K	0.21%	0	13F-HR Timeline
AMERICAN FINANCIAL & TAX STRATEGIES INC	3,786	$322K	0.17%	-49	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	3,784	$322K	0.04%	0	13F-HR Timeline
CPA Asset Management Group, LLC	3,779	$321K	0.14%	0	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	3,749	$319K	0.02%	0	13F-HR Timeline
Rockwood Wealth Management, LLC	3,743	$318K	0.03%	-207	13F-HR Timeline
Landmark Wealth Management, LLC	3,726	$317K	0.14%	+103	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	3,722	$317K	0.07%	0	13F-HR Timeline
RFG - Bristol Wealth Advisors, LLC	3,717	$316K	0.11%	-59	13F-HR Timeline
Winthrop Capital Management, LLC	3,716	$316K	0.09%	0	13F-HR Timeline
IMS Capital Management	3,700	$315K	0.16%	0	13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	3,680	$313K	0.37%	-160	13F-HR Timeline
Arkadios Wealth Advisors	3,669	$312K	0.01%	-166	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	3,668	$312K	<0.01%	-325	13F-HR Timeline Group
ADIRONDACK TRUST CO	3,659	$311K	0.12%	0	13F-HR Timeline
VICTORY FINANCIAL GROUP, LLC	3,639	$310K	0.06%	+21	13F-HR Timeline
Cordgrass Capital Advisors, LLC	3,623	$308K	0.09%	0	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	3,608	$307K	0.02%	0	13F-HR Timeline
Poehling Capital Management, INC.	3,588	$305K	0.08%	0	13F-HR Timeline
Sage Financial Management Group, Inc.	3,573	$304K	0.11%	-486	13F-HR Timeline
D. SCOTT NEAL, INC.	3,560	$303K	0.17%	0	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	3,558	$303K	0.05%	0	13F-HR Timeline
KINGSWOOD WEALTH ADVISORS, LLC	3,545	$302K	0.03%	-728	13F-HR/A Timeline
UNITED BANK	3,537	$301K	0.04%	0	13F-HR Timeline
SPINNAKER TRUST	3,524	$300K	0.02%	-1,678	13F-HR Timeline
Madden Advisory Services, Inc.	3,522	$300K	0.14%	-22	13F-HR Timeline