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Disclosery

IWR ISHARES TR

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SHS (fund)

1,417 managers (1,432 13F filers) reported a position in IWR shares at 2025-09-30, 384,701,670 shares in all. 69 filers opened a position and 68 filers sold out during the quarter.

Managers
1,417
13F filers
1,432
New
69
Added
477
Reduced
457
Sold out
68
Shares held by filers
384,701,670

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,114$590K0.01%-1,81313F-HRTimelineGroup
Cordatus Wealth Management LLC6,109$590K0.14%-31813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,096$589K0.01%013F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV6,070$585K0.26%+1,90813F-HRTimeline
Impact Capital Partners LLC6,052$584K0.18%+3,84713F-HRTimeline
First Nebraska Trust Co6,050$584K0.05%013F-HRTimeline
RHUMBLINE ADVISERS6,050$584K<0.01%+1,27213F-HRTimeline
MJP ASSOCIATES INC /ADV6,039$583K0.08%+4413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,009$580K0.02%+29713F-HRTimelineGroup
Thomasville National Bank5,967$576K0.04%-82513F-HRTimeline
Richardson Capital Management LLC5,960$575K0.27%-4513F-HRTimeline
TABLEAUX LLC5,920$572K0.23%+2,96013F-HRTimeline
Bolthouse Investments, LLC5,919$571K0.52%013F-HRTimeline
BEARING POINT CAPITAL, LLC5,916$571K0.1%+113F-HRTimeline
Pinnacle Bancorp, Inc.5,910$571K0.17%+2313F-HRTimeline
SMI Advisory Services, LLC5,818$566K0.11%-7313F-HRTimeline
Vickerman Investment Advisors, Inc.5,827$563K0.11%-8013F-HRTimeline
Alpha Financial Partners LLC5,800$560K0.36%+10013F-HRTimeline
Kendall Capital Management5,800$560K0.13%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…5,781$558K<0.01%-16413F-HRTimeline
FAIRFIELD, BUSH & CO.5,754$556K0.29%-1013F-HRTimeline
Midwest Financial Group LLC5,732$553K0.26%+2,55713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT5,705$551K0.03%-64113F-HRTimelineGroup
Westmount Partners, LLC5,706$551K0.14%013F-HRTimeline
Palisade Asset Management, LLC5,700$550K0.05%+113F-HRTimeline
PARK NATIONAL CORP /OH/5,694$550K0.02%-24713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,687$549K0.01%-22013F-HRTimelineGroup
Joel Isaacson & Co., LLC5,670$547K0.02%-9813F-HRTimeline
Trust Co of the South5,669$547K0.09%-21113F-HRTimeline
Brueske Advisory Services, LLC5,655$546K0.3%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC5,644$545K0.09%013F-HRTimelineGroup
Forum Private Client Group LLC5,642$545K0.19%-19013F-HRTimeline
SFMG, LLC5,637$544K0.04%013F-HRTimeline
TFC Financial Management, Inc.5,605$541K0.07%013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC5,592$540K0.41%-3513F-HRTimeline
Sandy Cove Advisors, LLC5,579$539K0.17%+313F-HRTimeline
PKS Advisory Services, LLC5,551$536K0.11%+213F-HRTimeline
EQUITABLE TRUST CO5,532$534K0.02%+20613F-HRTimeline
Traveka Wealth, LLC5,515$532K0.24%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,493$530K0.02%+6613F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC5,468$528K0.36%013F-HR/ATimeline
FOURPATH CAPITAL MANAGEMENT, LLC5,465$528K0.08%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.5,464$528K0.23%013F-HRTimeline
Salomon & Ludwin, LLC5,425$527K0.05%-6013F-HRTimeline
Torrey Growth & Income Advisors5,451$526K0.15%13F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.5,449$526K0.07%013F-HRTimeline
Carnegie Investment Counsel5,446$526K0.01%-1,25813F-HRTimeline
Werba Rubin Papier Wealth Management5,424$524K0.08%+1613F-HRTimeline
WealthShield Partners, LLC5,394$521K0.06%+96413F-HRTimeline
GW&K Investment Management, LLC5,381$520K<0.01%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,381$520K0.01%-51913F-HRTimeline
William Mack & Associates, Inc.5,380$519K0.28%+1613F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…5,344$516K0.1%013F-HRTimeline
Arbor Wealth Advisors LLC5,337$515K0.38%013F-HRTimeline
Old Mission Investment Co LLC5,337$515K0.13%+1,23713F-HRTimeline
Beck Bode, LLC5,309$513K0.08%-2,90113F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,309$513K0.17%013F-HRTimeline
STEVENS CAPITAL PARTNERS5,304$512K0.15%-22113F-HRTimeline
United Community Bankin group United Community Bank5,303$512K0.16%+2,00213F-HRTimelineGroup
Altus Wealth Group LLC5,292$511K0.21%-96913F-HRTimeline
FIDUCIARY ADVISORS, INC.5,283$510K0.41%+1,49213F-HRTimeline
Nilsine Partners, LLC5,274$509K0.05%+2,80013F-HRTimeline
Federation des caisses Desjardins du Qu…5,271$509K<0.01%+1,05013F-HRTimeline
BCS Private Wealth Management, Inc.5,270$509K0.18%013F-HRTimeline
Harbour Capital Advisors, LLC5,260$508K0.1%013F-HRTimeline
Canandaigua National Trust Co of Florida5,180$500K0.4%013F-HRTimeline
SOL Capital Management CO5,180$500K0.04%013F-HRTimeline
Hirtle & Co., LLC5,143$497K0.02%013F-HRTimeline
Dynamic Advisor Solutions LLC5,142$496K0.01%-62013F-HRTimeline
LMCG INVESTMENTS, LLC5,131$495K0.03%013F-HRTimeline
DBK Financial Counsel, LLC5,105$493K0.41%013F-HRTimeline
Everhart Financial Group, Inc.5,096$492K0.05%+8613F-HRTimeline
New Hampshire Trust5,069$489K0.09%013F-HRTimeline
Weil Company, Inc.5,036$486K0.12%013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC5,034$486K0.08%+813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,243$486K0.04%013F-HRTimeline
KFA Private Wealth Group, LLC5,022$485K0.14%013F-HRTimeline
Israel Discount Bank of New York5,015$484K1.43%-39713F-HRTimeline
E&G Advisors, LLC5,000$483K0.11%013F-HRTimeline
Herold Advisors, Inc.5,000$483K0.11%+1,45013F-HRTimeline
Facet Wealth, Inc.4,996$482K0.01%013F-HRTimeline
Christensen, King & Associates Investme…4,991$482K0.21%+37213F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,960$479K0.16%013F-HRTimeline
Caprock Group, LLC4,952$476K0.01%13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,883$471K0.06%+10213F-HRTimeline
MGO ONE SEVEN LLC4,873$470K0.01%+65513F-HRTimeline
M1 Capital Management LLC4,858$469K0.2%013F-HRTimeline
FIRST FINANCIAL CORP /IN/4,840$467K0.18%013F-HRTimeline
Golden State Wealth Management, LLC4,834$467K0.05%+313F-HRTimeline
Sonoma Allocations LLC4,900$466K0.17%13F-HRTimeline
MONTAG A & ASSOCIATES INC4,810$464K0.02%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…4,804$464K<0.01%013F-HRTimelineGroup
Register Financial Advisors LLC4,784$462K0.18%-66013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,775$461K0.02%new13F-HRTimeline
Valued Retirements, Inc.4,990$459K0.52%013F-HRTimeline
NCM Capital Management, LLC4,752$459K0.18%013F-HRTimeline
Summit Trail Advisors, LLC4,747$458K0.01%013F-HRTimeline
InvesTrust4,743$458K0.17%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.4,740$458K<0.01%013F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC4,718$456K0.04%+1613F-HRTimeline
Holistic Financial Partners4,712$455K0.19%013F-HRTimeline
Stonebrook Private Inc.4,712$455K0.1%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.4,710$455K0.57%013F-HRTimeline
Cadence Bank4,696$453K0.03%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…4,696$453K0.13%013F-HRTimeline
Kirkwood Financial Services4,686$452K0.17%13F-HRTimeline
Resurgent Financial Advisors LLC4,675$451K0.22%013F-HRTimeline
Trust Co4,664$450K0.05%+49313F-HRTimeline
IFG Advisory, LLC4,660$450K0.02%+30213F-HRTimeline
Flagship Private Wealth, LLC4,638$448K0.18%-21513F-HRTimeline
Broadview Financial Management, LLC4,629$447K0.3%-4313F-HRTimeline
Ledyard National Bank4,619$446K0.04%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,588$443K<0.01%+11313F-HRTimelineGroup
Vise Technologies, Inc.4,579$442K0.02%+1,86813F-HRTimeline
Brooklyn Investment Group7,080$440K0.06%+12013F-HR/ATimeline
PBMares Wealth Management LLC4,553$440K0.07%013F-HRTimeline
Advisory Alpha, LLC4,501$436K0.01%+8713F-HRTimeline
Invera Wealth Advisors, LLC4,520$436K0.27%013F-HRTimeline
King Wealth Management Group4,520$436K0.05%013F-HRTimeline
Fortis Capital Advisors, LLC4,508$435K0.07%-14713F-HRTimeline
MWA Asset Management4,504$435K0.24%-3513F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC4,450$430K0.06%013F-HRTimeline
Keel Point, LLC4,444$429K0.03%+1013F-HRTimeline
Checchi Capital Advisers, LLC4,444$429K0.03%013F-HRTimeline
Guardian Asset Advisors, LLC4,432$428K0.23%-64713F-HRTimeline
James J. Burns & Company, LLC4,417$427K0.06%-60213F-HRTimeline
TBH Global Asset Management, LLC4,415$426K0.08%new13F-HRTimeline
HMS Capital Management, LLC4,393$424K0.18%013F-HRTimeline
Plancorp, LLC4,386$423K0.01%-44513F-HRTimeline
TRED AVON FAMILY WEALTH, LLC4,335$419K0.14%13F-HRTimeline
Bell Bank4,331$418K0.02%013F-HRTimeline
Truepoint, Inc.4,313$416K0.01%013F-HRTimeline
Bouchey Financial Group, Ltd.4,299$415K0.03%+8013F-HRTimeline
Legacy Financial Advisors, Inc.4,296$415K0.06%-42013F-HRTimeline
Mason Investment Advisory Services, Inc.4,285$414K0.02%+1,76613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,256$411K<0.01%+1,12413F-HRTimelineGroup
Founders Financial Alliance, LLC4,248$410K0.08%+1,68913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,246$410K0.05%+68813F-HRTimeline
MTM Investment Management, LLC4,229$408K0.13%013F-HRTimeline
Community Bank of Raymore4,229$408K0.28%013F-HRTimeline
Redhawk Wealth Advisors, Inc.4,220$407K0.05%-32013F-HRTimeline
BlueChip Wealth Advisors LLC4,218$407K0.17%013F-HRTimeline
Patriot Financial Group Insurance Agenc…4,217$407K0.05%-26313F-HRTimeline
CAPITAL CITY TRUST CO/FL4,214$407K0.1%013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT4,209$406K0.02%013F-HRTimeline
BAM Wealth Management, LLC4,209$406K0.31%13F-HRTimeline
Wealthspire Retirement, LLC4,200$406K0.03%-4813F-HR/ATimeline
Mutual Advisors, LLC4,177$404K0.01%+72713F-HRTimeline
AdvisorNet Financial, Inc4,180$404K0.02%-41913F-HRTimeline
SENTINEL TRUST CO LBA4,165$402K0.04%013F-HRTimeline
Blue Zone Wealth Advisors, LLC4,162$402K0.08%-1213F-HRTimeline
Versant Capital Management, Inc4,144$400K0.05%013F-HRTimeline
Baker Avenue Asset Management, LP4,121$398K0.01%+1313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,113$397K0.02%+48413F-HRTimeline
Magnus Financial Group LLC4,109$397K0.03%+16313F-HRTimeline
Intrua Financial, LLC4,100$396K0.05%-1,19213F-HRTimeline
JGP Wealth Management, LLC4,063$394K0.04%+38213F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp4,076$394K0.04%013F-HRTimelineGroup
Aprio Wealth Management, LLC4,073$393K0.04%+1413F-HRTimeline
Lutz Financial Services LLC4,065$393K0.03%-313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.4,054$391K0.24%+81613F-HRTimeline
Bridgewater Advisors Inc.4,121$389K0.03%-20013F-HRTimeline
Phoenix Wealth Advisors4,001$386K0.15%013F-HRTimeline
REDW Wealth LLC4,000$386K0.15%013F-HRTimeline
RFG Advisory, LLC3,999$386K0.01%-26213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp3,996$386K0.01%013F-HRTimelineGroup
Ironwood Wealth Management, LLC.3,987$385K0.13%-1113F-HRTimeline
Antonelli Financial Advisors, LLC3,983$385K0.26%-67513F-HRTimeline
Prairie Wealth Advisors, Inc.3,960$382K0.16%013F-HRTimeline
SAX WEALTH ADVISORS, LLC3,935$380K0.02%+113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,931$380K0.06%+98713F-HRTimeline
Duncan Williams Asset Management, LLC3,922$379K0.11%-26013F-HRTimeline
Guidance Point Advisors, LLC3,890$376K0.09%+113F-HRTimeline
McClarren Financial Advisors, Inc.166$376K0.23%-3,72413F-HRTimeline
Tanager Wealth Management LLP3,884$375K0.04%013F-HRTimeline
Landmark Wealth Management, LLC3,882$375K0.15%+3413F-HRTimeline
Sovran Advisors, LLC3,940$375K0.03%-2,04013F-HRTimeline
Affinity Capital Advisors, LLC3,863$374K0.06%-2,82513F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT3,877$374K0.18%13F-HRTimeline
Colorado Capital Management, Inc.3,858$372K0.14%-34113F-HRTimeline
MGB Wealth Management, LLC3,852$372K0.11%new13F-HRTimeline
PACK Private Wealth, LLC3,822$369K0.17%013F-HRTimeline
Financial Alternatives, Inc3,814$368K0.22%013F-HRTimeline
Bernardo Wealth Planning LLC3,805$367K0.07%-3213F-HRTimeline
Optas, LLC3,800$367K0.06%013F-HRTimeline
V2 Financial group LLC3,800$367K0.2%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC3,784$365K0.04%013F-HRTimeline
CPA Asset Management Group, LLC3,779$365K0.14%013F-HRTimeline
CRA Financial Services, LLC3,777$365K0.05%+113F-HRTimeline
Atlantic Edge Private Wealth Management…3,757$363K0.09%013F-HRTimeline
Poehling Capital Management, INC.3,751$362K0.08%+16313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC3,722$360K0.06%013F-HRTimeline
Waterfront Wealth Inc.3,743$359K0.07%-8313F-HRTimeline
Winthrop Capital Management, LLC3,716$359K0.09%013F-HRTimeline
HM PAYSON & CO3,714$359K0.01%-40013F-HRTimeline
EWA, LLC3,697$357K0.1%-6713F-HRTimeline
Towerpoint Wealth, LLC3,688$356K0.15%+30813F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co3,660$353K0.08%-39013F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC3,658$353K0.02%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,639$351K0.05%013F-HRTimeline