IWR ISHARES TR

SHS (fund)

1,431 managers (1,445 13F filers) reported a position in IWR shares at 2025-06-30, 374,864,816 shares in all. 114 filers opened a position and 48 filers sold out during the quarter.

Managers: 1,431
13F filers: 1,445
New: 114
Added: 454
Reduced: 471
Sold out: 48
Shares held by filers: 374,864,816

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Forum Financial Management, LPin group Forum Financial Management, LP	6,096	$561K	0.01%	0	13F-HR Timeline Group
Sterling Investment Counsel, LLC	6,093	$560K	0.33%	new	13F-HR Timeline
Sovran Advisors, LLC	5,980	$557K	0.06%	-43	13F-HR Timeline
First Nebraska Trust Co	6,050	$556K	0.05%	0	13F-HR Timeline
Richardson Capital Management LLC	6,005	$552K	0.29%	0	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	5,995	$551K	0.04%	0	13F-HR Timeline
MJP ASSOCIATES INC /ADV	5,995	$551K	0.08%	+136	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	5,960	$548K	0.05%	0	13F-HR Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …	5,906	$547K	<0.01%	+1,377	13F-HR Timeline Group
FORT WASHINGTON INVESTMENT ADVISORS INC…	5,945	$547K	<0.01%	-275	13F-HR Timeline
PARK NATIONAL CORP /OH/	5,941	$546K	0.02%	0	13F-HR Timeline
SMI Advisory Services, LLC	5,891	$546K	0.11%	-241	13F-HR Timeline
Bolthouse Investments, LLC	5,919	$544K	0.54%	0	13F-HR/A Timeline
BEARING POINT CAPITAL, LLC	5,915	$544K	0.1%	-720	13F-HR Timeline
Brookstone Capital Managementin group Brookstone Capital Management	5,907	$543K	0.01%	+1,351	13F-HR Timeline Group
Vickerman Investment Advisors, Inc.	5,907	$543K	0.12%	0	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	5,900	$543K	<0.01%	+422	13F-HR Timeline
Pinnacle Bancorp, Inc.	5,887	$541K	0.17%	-1,608	13F-HR Timeline
Trust Co of the South	5,880	$541K	0.1%	0	13F-HR Timeline
Forum Private Client Group LLC	5,832	$536K	0.21%	+86	13F-HR Timeline
Kendall Capital Management	5,800	$533K	0.14%	new	13F-HR Timeline
Joel Isaacson & Co., LLC	5,768	$530K	0.02%	+8	13F-HR Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	5,767	$530K	0.24%	new	13F-HR Timeline
FAIRFIELD, BUSH & CO.	5,764	$530K	0.3%	-5	13F-HR Timeline
Dynamic Advisor Solutions LLC	5,762	$530K	0.02%	-128	13F-HR Timeline
My Personal CFO, LLC	5,718	$526K	0.24%	+3	13F-HR Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	5,712	$525K	0.02%	+598	13F-HR Timeline Group
Westmount Partners, LLC	5,706	$525K	0.14%	0	13F-HR Timeline
Alpha Financial Partners LLC	5,700	$524K	0.38%	-168	13F-HR Timeline
Palisade Asset Management, LLC	5,699	$524K	0.05%	-11	13F-HR Timeline
Clarity Capital Partners LLC	5,681	$522K	0.19%	0	13F-HR Timeline
Brueske Advisory Services, LLC	5,655	$520K	0.35%	0	13F-HR Timeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC	5,644	$519K	0.09%	+40	13F-HR Timeline Group
SFMG, LLC	5,637	$518K	0.04%	0	13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	5,627	$517K	0.42%	+349	13F-HR Timeline
TFC Financial Management, Inc.	5,605	$515K	0.07%	0	13F-HR Timeline
STEVENS CAPITAL PARTNERS	5,525	$515K	0.18%	+419	13F-HR Timeline
Sandy Cove Advisors, LLC	5,576	$513K	0.19%	-641	13F-HR Timeline
Salomon & Ludwin, LLC	5,485	$511K	0.05%	0	13F-HR Timeline
PKS Advisory Services, LLC	5,549	$510K	0.13%	-112	13F-HR Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC	5,537	$509K	<0.01%	new	13F-HR Timeline Group
AlphaStar Capital Management, LLC	5,529	$508K	0.04%	new	13F-HR Timeline
Good Life Advisors, LLC	5,507	$506K	0.03%	+1,428	13F-HR Timeline
BLODGETT WEALTH ADVISORS, LLC	5,468	$503K	0.39%	0	13F-HR Timeline
FOURPATH CAPITAL MANAGEMENT, LLC	5,465	$503K	0.08%	0	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	5,464	$503K	0.23%	-200	13F-HR Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	5,449	$501K	0.07%	0	13F-HR Timeline
Register Financial Advisors LLC	5,444	$501K	0.22%	+109	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	5,427	$499K	0.02%	-107	13F-HR Timeline
Israel Discount Bank of New York	5,412	$498K	1.89%	-717	13F-HR Timeline
Werba Rubin Papier Wealth Management	5,408	$497K	0.09%	new	13F-HR Timeline
GW&K Investment Management, LLC	5,381	$495K	<0.01%	+248	13F-HR Timeline
William Mack & Associates, Inc.	5,364	$493K	0.31%	+15	13F-HR Timeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…	5,344	$491K	0.1%	0	13F-HR Timeline
Arbor Wealth Advisors LLC	5,337	$491K	0.4%	0	13F-HR Timeline
Harbour Capital Advisors, LLC	5,260	$490K	0.1%	0	13F-HR Timeline
EQUITABLE TRUST CO	5,326	$490K	0.02%	-128	13F-HR Timeline
ENCOMPASS WEALTH ADVISORS, LLC	5,309	$488K	0.18%	+13	13F-HR Timeline
Intrua Financial, LLC	5,292	$487K	0.07%	0	13F-HR Timeline
BCS Private Wealth Management, Inc.	5,270	$485K	0.18%		13F-HR Timeline
CoreCap Advisors, LLC	5,250	$483K	0.02%	+65	13F-HR Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	5,243	$482K	0.04%	-862	13F-HR Timeline
ASSETMARK, INCin group ASSETMARK, INC	5,190	$477K	<0.01%	+2,053	13F-HR Timeline Group
Canandaigua National Trust Co of Florida	5,180	$476K	0.34%	-20	13F-HR Timeline
SOL Capital Management CO	5,180	$476K	0.05%	0	13F-HR Timeline
Hirtle & Co., LLC	5,143	$473K	0.02%	0	13F-HR Timeline
AAF Wealth Management, LLC	5,139	$473K	0.22%	-230	13F-HR Timeline
LMCG INVESTMENTS, LLC	5,131	$472K	0.03%	0	13F-HR Timeline
Crestwood Advisors Group, LLC	5,129	$472K	0.01%	+1,923	13F-HR Timeline
Bordeaux Wealth Advisors LLC	5,118	$471K	0.06%	0	13F-HR Timeline
DBK Financial Counsel, LLC	5,105	$470K	0.42%	0	13F-HR Timeline
Facet Wealth, Inc.	4,996	$468K	0.01%	+2,137	13F-HR Timeline
Guardian Asset Advisors, LLC	5,079	$468K	0.27%	+12	13F-HR Timeline
New Hampshire Trust	5,069	$466K	0.1%	0	13F-HR Timeline
Weil Company, Inc.	5,036	$463K	0.12%	0	13F-HR Timeline
ARTHUR M. COHEN & ASSOCIATES, LLC	5,026	$462K	0.08%	+8	13F-HR Timeline
KFA Private Wealth Group, LLC	5,022	$462K	0.14%	-108	13F-HR Timeline
Mach-1 Financial Group, LLC	5,020	$462K	0.13%	-172	13F-HR Timeline
James J. Burns & Company, LLC	5,019	$462K	0.08%	-859	13F-HR Timeline
Everhart Financial Group, Inc.	5,010	$461K	0.05%	0	13F-HR Timeline
E&G Advisors, LLC	5,000	$460K	0.12%	0	13F-HR Timeline
Valued Retirements, Inc.	4,990	$459K	0.52%	0	13F-HR Timeline
CASTLE WEALTH MANAGEMENT LLC	4,960	$456K	0.17%	0	13F-HR Timeline
Northeast Financial Consultants Inc	4,932	$454K	0.02%	-1,276	13F-HR Timeline
M1 Capital Management LLC	4,858	$447K	0.23%	0	13F-HR Timeline
Flagship Private Wealth, LLC	4,853	$446K	0.19%	+19	13F-HR/A Timeline
FIRST FINANCIAL CORP /IN/	4,840	$445K	0.2%	0	13F-HR Timeline
Golden State Wealth Management, LLC	4,831	$444K	0.05%	+240	13F-HR Timeline
Plancorp, LLC	4,831	$444K	0.02%	-4	13F-HR Timeline
MONTAG A & ASSOCIATES INC	4,810	$442K	0.02%	-1,960	13F-HR Timeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…	4,804	$442K	<0.01%	0	13F-HR Timeline Group
LAKE STREET PRIVATE WEALTH, LLC	4,781	$440K	0.06%	-620	13F-HR Timeline
RHUMBLINE ADVISERS	4,778	$439K	<0.01%	-11,640	13F-HR Timeline
NCM Capital Management, LLC	4,752	$437K	0.18%	0	13F-HR Timeline
Summit Trail Advisors, LLC	4,747	$437K	0.01%	new	13F-HR Timeline
InvesTrust	4,743	$436K	0.17%	0	13F-HR Timeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.	4,740	$436K	0.01%	0	13F-HR Timeline Group
BURLING WEALTH PARTNERS, LLC	4,734	$435K	0.08%	-225	13F-HR Timeline
Betterment LLC	4,717	$434K	<0.01%	-141	13F-HR Timeline
Legacy Financial Advisors, Inc.	4,716	$434K	0.07%	0	13F-HR Timeline
Holistic Financial Partners	4,712	$433K	0.19%	0	13F-HR Timeline
Stonebrook Private Inc.	4,712	$433K	0.1%	0	13F-HR Timeline
LOCKERMAN FINANCIAL GROUP, INC.	4,710	$433K	0.58%	new	13F-HR Timeline
Brooklyn Investment Group	6,960	$433K	0.06%	+5,380	13F-HR/A Timeline
49 WEALTH MANAGEMENT, LLC	4,702	$432K	0.05%	+14	13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	4,696	$432K	0.14%	0	13F-HR Timeline
Cadence Bank	4,696	$432K	0.03%	-15	13F-HR Timeline
Resurgent Financial Advisors LLC	4,675	$430K	0.24%	new	13F-HR Timeline
Broadview Financial Management, LLC	4,672	$430K	0.29%	-45	13F-HR Timeline
Antonelli Financial Advisors, LLC	4,658	$428K	0.31%	-52	13F-HR Timeline
Fortis Capital Advisors, LLC	4,655	$428K	0.08%	-793	13F-HR Timeline
Summit Financial, LLC	4,643	$427K	0.01%	+1,309	13F-HR Timeline
Ledyard National Bank	4,619	$425K	0.04%	-50	13F-HR Timeline
Christensen, King & Associates Investme…	4,619	$425K	0.19%	+2	13F-HR Timeline
AdvisorNet Financial, Inc	4,599	$423K	0.03%	+386	13F-HR Timeline
COREPATH WEALTH PARTNERS LLC	4,479	$420K	0.35%	new	13F-HR Timeline
PBMares Wealth Management LLC	4,553	$419K	0.08%	0	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	4,540	$418K	0.05%	+133	13F-HR Timeline
MWA Asset Management	4,539	$417K	0.26%	-495	13F-HR Timeline
King Wealth Management Group	4,520	$416K	0.06%	0	13F-HR Timeline
Invera Wealth Advisors, LLC	4,520	$416K	0.27%	-28	13F-HR Timeline
Patriot Financial Group Insurance Agenc…	4,480	$412K	0.05%	+234	13F-HR Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\	4,475	$412K	<0.01%	-290	13F-HR Timeline Group
Bridgewater Advisors Inc.	4,321	$409K	0.03%	0	13F-HR Timeline
HOHIMER WEALTH MANAGEMENT, LLC	4,450	$409K	0.07%	0	13F-HR Timeline
Members Trust Co	4,449	$409K	0.01%	new	13F-HR Timeline
Checchi Capital Advisers, LLC	4,444	$409K	0.03%	-312	13F-HR Timeline
Impact Partnership Wealth, LLC	4,441	$408K	0.08%	-951	13F-HR Timeline
Keel Point, LLC	4,434	$408K	0.03%	new	13F-HR Timeline
WealthShield Partners, LLC	4,430	$407K	0.05%	+395	13F-HR Timeline
Advisory Alpha, LLC	4,414	$406K	0.01%	+88	13F-HR Timeline
HMS Capital Management, LLC	4,393	$404K	0.18%	0	13F-HR Timeline
IFG Advisory, LLC	4,358	$401K	0.02%	+859	13F-HR Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…	4,340	$399K	0.02%	-7,717	13F-HR Timeline Group
Bell Bank	4,331	$398K	0.02%	0	13F-HR Timeline
Truepoint, Inc.	4,313	$397K	0.01%	0	13F-HR Timeline
Balefire, LLC	4,299	$395K	0.09%	new	13F-HR Timeline
Legacy Wealth Management, LLC / MS	4,281	$394K	0.12%	-6,565	13F-HR Timeline
RFG Advisory, LLC	4,261	$392K	0.01%	+451	13F-HR Timeline
Wealthspire Retirement, LLC	4,248	$391K	0.03%	+130	13F-HR Timeline
Community Bank of Raymore	4,229	$389K	0.29%	0	13F-HR Timeline
MTM Investment Management, LLC	4,229	$389K	0.13%	0	13F-HR Timeline
Federation des caisses Desjardins du Qu…	4,221	$388K	<0.01%	0	13F-HR Timeline
Bouchey Financial Group, Ltd.	4,219	$388K	0.03%	0	13F-HR Timeline
ENDEAVOR PRIVATE WEALTH, INC.	4,219	$388K	0.18%	+117	13F-HR Timeline
MGO ONE SEVEN LLC	4,218	$388K	0.01%	-1,538	13F-HR Timeline
BlueChip Wealth Advisors LLC	4,218	$388K	0.17%	0	13F-HR Timeline
CAPITAL CITY TRUST CO/FL	4,214	$388K	0.1%	0	13F-HR Timeline
NORTHEAST INVESTMENT MANAGEMENT	4,209	$387K	0.02%	-166	13F-HR Timeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC	4,200	$386K	<0.01%	-3,700	13F-HR Timeline Group
Colorado Capital Management, Inc.	4,199	$386K	0.17%	0	13F-HR Timeline
COMPASS CAPITAL CORP /MA/ /ADV	4,162	$386K	0.18%	new	13F-HR Timeline
Duncan Williams Asset Management, LLC	4,182	$385K	0.12%	-5	13F-HR/A Timeline
Blue Zone Wealth Advisors, LLC	4,174	$384K	0.1%	+36	13F-HR Timeline
Trust Co	4,171	$384K	0.04%	-880	13F-HR Timeline
SENTINEL TRUST CO LBA	4,165	$383K	0.04%	0	13F-HR Timeline
Versant Capital Management, Inc	4,144	$381K	0.06%	0	13F-HR Timeline
HM PAYSON & CO	4,114	$378K	0.01%	+182	13F-HR Timeline
KMG FIDUCIARY PARTNERS, LLC	4,109	$378K	0.03%	+10	13F-HR Timeline
Baker Avenue Asset Management, LP	4,108	$378K	0.01%	+66	13F-HR Timeline
Old Mission Investment Co LLC	4,100	$377K	0.1%	0	13F-HR Timeline
Arrow Financial Corpin group Arrow Financial Corp	4,076	$375K	0.04%	0	13F-HR Timeline Group
Lutz Financial Services LLC	4,068	$374K	0.03%	0	13F-HR Timeline
Aprio Wealth Management, LLC	4,059	$373K	0.04%	+12	13F-HR Timeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co	4,050	$372K	0.09%	new	13F-HR Timeline Group
Phoenix Wealth Advisors	4,001	$368K	0.15%	0	13F-HR Timeline
REDW Wealth LLC	4,000	$368K	0.15%	0	13F-HR Timeline
Ironwood Wealth Management, LLC.	3,998	$368K	0.13%	-932	13F-HR Timeline
Associated Banc-Corpin group Associated Banc-Corp	3,996	$368K	0.01%	-487	13F-HR Timeline Group
Avantax Planning Partners, Inc.	3,961	$364K	0.01%	0	13F-HR Timeline
Prairie Wealth Advisors, Inc.	3,960	$364K	0.16%	0	13F-HR Timeline
Magnus Financial Group LLC	3,946	$363K	0.03%	-67	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	3,934	$362K	0.02%	+185	13F-HR Timeline
Financial Advocates Investment Manageme…	3,903	$359K	0.03%	-1,912	13F-HR Timeline
McClarren Financial Advisors, Inc.	3,890	$358K	0.23%	+3,805	13F-HR Timeline
Guidance Point Advisors, LLC	3,889	$358K	0.09%	+2	13F-HR Timeline
Tanager Wealth Management LLP	3,884	$357K	0.04%	0	13F-HR Timeline
VALLEY NATIONAL ADVISERS INC	3,888	$357K	0.06%	0	13F-HR Timeline
Landmark Wealth Management, LLC	3,848	$354K	0.15%	+122	13F-HR Timeline
Bernardo Wealth Planning LLC	3,837	$353K	0.08%	0	13F-HR Timeline
Waterfront Wealth Inc.	3,826	$352K	0.08%	+1	13F-HR Timeline
PACK Private Wealth, LLC	3,822	$352K	0.19%	0	13F-HR Timeline
Financial Alternatives, Inc	3,814	$351K	0.23%	0	13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	3,811	$350K	0.08%	0	13F-HR Timeline
Optas, LLC	3,800	$349K	0.07%	-283	13F-HR Timeline
V2 Financial group LLC	3,800	$349K	0.21%	0	13F-HR Timeline
FIDUCIARY ADVISORS, INC.	3,791	$349K	0.31%	+3,180	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	3,784	$348K	0.04%	0	13F-HR Timeline
CPA Asset Management Group, LLC	3,779	$348K	0.15%	0	13F-HR Timeline
CRA Financial Services, LLC	3,776	$347K	0.05%	-330	13F-HR Timeline
EWA, LLC	3,764	$346K	0.11%	new	13F-HR Timeline
Atlantic Edge Private Wealth Management…	3,757	$346K	0.09%	-800	13F-HR Timeline
Rockwood Wealth Management, LLC	3,743	$344K	0.03%	0	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	3,722	$342K	0.06%	0	13F-HR Timeline
Winthrop Capital Management, LLC	3,716	$342K	0.09%	0	13F-HR Timeline
IMS Capital Management	3,700	$340K	0.16%	0	13F-HR Timeline
JGP Wealth Management, LLC	3,681	$339K	0.04%	+297	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	3,658	$336K	0.02%	+50	13F-HR Timeline
AMERICAN FINANCIAL & TAX STRATEGIES INC	3,653	$336K	0.17%	-133	13F-HR Timeline
VICTORY FINANCIAL GROUP, LLC	3,639	$335K	0.05%	0	13F-HR Timeline