IWR ISHARES TR

SHS (fund)

1,510 managers (1,528 13F filers) reported a position in IWR shares at 2025-12-31, 400,670,070 shares in all. 93 filers opened a position and 65 filers sold out during the quarter.

Managers: 1,510
13F filers: 1,528
New: 93
Added: 557
Reduced: 417
Sold out: 65
Shares held by filers: 400,670,070

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Anson Capital, Inc.	6,933	$667K	0.49%	0	13F-HR Timeline
Smithfield Trust Co	6,940	$663K	0.03%	0	13F-HR Timeline
Brand Asset Management Group, Inc.	6,837	$658K	0.18%	-413	13F-HR Timeline
Brookstone Capital Managementin group Brookstone Capital Management	6,810	$656K	0.01%	+1,123	13F-HR Timeline Group
BLB&B Advisors, LLC	6,808	$655K	0.03%	-1,591	13F-HR Timeline
Moss Adams Wealth Advisors LLC	6,786	$653K	0.05%	0	13F-HR Timeline
Diversified Enterprises, LLC	6,784	$653K	0.04%	new	13F-HR Timeline
First PREMIER Bank	6,783	$653K	0.15%	0	13F-HR Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…	6,781	$653K	0.02%	+6,754	13F-HR Timeline Group
CWA Asset Management Group, LLC	6,739	$649K	0.02%	+10	13F-HR Timeline
Advisory Resource Group	6,713	$646K	0.11%	+244	13F-HR Timeline
Carnegie Investment Counsel	6,701	$645K	0.01%	+1,255	13F-HR Timeline
First Bancorp, Inc /ME/	6,696	$645K	0.34%	0	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	6,664	$642K	0.02%	-136	13F-HR/A Timeline Group
HARBOUR INVESTMENTS, INC.	6,661	$641K	0.01%	-217	13F-HR Timeline
Vigilare Wealth Management	6,643	$640K	0.22%	-24,120	13F-HR Timeline
SilverOak Wealth Management LLC	6,610	$636K	0.1%	0	13F-HR Timeline
BEARING POINT CAPITAL, LLC	6,602	$636K	0.1%	+686	13F-HR Timeline
Veracity Capital LLC	6,601	$635K	0.19%	+66	13F-HR Timeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	6,600	$635K	0.03%	0	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	6,599	$635K	0.03%	-4	13F-HR Timeline
Cassia Capital Partners, LLC	6,578	$633K	0.34%	-260	13F-HR Timeline
Wealth Dimensions Group, Ltd.	6,516	$627K	0.12%	-1,962	13F-HR Timeline
Cordatus Wealth Management LLC	6,515	$627K	0.15%	+406	13F-HR Timeline
McNaughton Wealth Management, LLC	6,500	$626K	0.26%	-279	13F-HR Timeline
LONDON CO OF VIRGINIA	6,495	$625K	<0.01%	+6,476	13F-HR Timeline
Curated Wealth Partners LLC	6,459	$622K	0.07%	new	13F-HR Timeline
Florida Trust Wealth Management Co	6,451	$621K	0.02%	-69	13F-HR Timeline
Segment Wealth Management, LLC	6,449	$621K	0.04%	0	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	6,436	$620K	0.04%	+197	13F-HR Timeline
POSTROCK PARTNERS LLC	6,376	$614K	0.27%	0	13F-HR Timeline
Relyea Zuckerberg Hanson LLC	6,365	$613K	0.06%	+13	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	6,351	$611K	0.04%	-1,562	13F-HR Timeline
CAPE COD FIVE CENTS SAVINGS BANK	6,907	$609K	0.06%	0	13F-HR Timeline
RESTON WEALTH MANAGEMENT LLC	6,315	$608K	0.19%	+24	13F-HR Timeline
CoreCap Advisors, LLC	6,299	$606K	0.02%	-16	13F-HR Timeline
Bangor Savings Bank	6,270	$604K	0.05%	0	13F-HR Timeline
Intrua Financial, LLC	6,258	$602K	0.07%	+2,158	13F-HR Timeline
CVFG LLC	6,229	$600K	0.41%	0	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	6,226	$599K	0.02%	0	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	6,208	$598K	0.09%	-125	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	6,200	$597K	0.02%	0	13F-HR Timeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…	6,191	$596K	0.17%	0	13F-HR Timeline
Axis Wealth Partners, LLC	6,174	$594K	0.33%	-245	13F-HR Timeline
Wise Wealth Partners	6,170	$594K	0.85%	0	13F-HR Timeline
Trust Co of the South	6,145	$592K	0.1%	+476	13F-HR Timeline
LAWOOD & CO	6,125	$590K	0.56%		13F-HR Timeline
SFAM, LLC	6,123	$589K	0.54%		13F-HR Timeline
Betterment LLC	6,098	$587K	<0.01%	-79	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	6,096	$587K	0.01%	0	13F-HR Timeline Group
SHP Wealth Management	6,050	$583K	0.05%		13F-HR Timeline
First Nebraska Trust Co	6,050	$582K	0.05%	0	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	6,034	$581K	0.19%	+1,980	13F-HR Timeline
AAF Wealth Management, LLC	6,033	$581K	0.24%	-213	13F-HR Timeline
Thomasville National Bank	6,009	$578K	0.04%	+42	13F-HR Timeline
FAIRFIELD, BUSH & CO.	5,990	$577K	0.3%	+236	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	5,960	$574K	0.04%	-3,500	13F-HR Timeline
Richardson Capital Management LLC	5,960	$574K	0.29%	0	13F-HR Timeline
Crestwood Advisors Group, LLC	5,956	$573K	0.01%	-1,070	13F-HR Timeline
Cedarwood Wealth LLC	5,707	$573K	0.64%		13F-HR Timeline
Cynosure Group, LLC	5,968	$573K	0.06%	-1,193	13F-HR Timeline
Pinnacle Bancorp, Inc.	5,910	$569K	0.17%	0	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	5,891	$567K	0.21%	+1,051	13F-HR Timeline
Vickerman Investment Advisors, Inc.	5,814	$560K	0.11%	-13	13F-HR Timeline
Alpha Financial Partners LLC	5,774	$556K	0.34%	-26	13F-HR Timeline
My Personal CFO, LLC	5,725	$551K	0.23%	new	13F-HR Timeline
Westmount Partners, LLC	5,706	$549K	0.14%	0	13F-HR Timeline
Palisade Asset Management, LLC	5,701	$549K	0.05%	+1	13F-HR Timeline
Xcelsior Advisor Partners LLC	5,686	$547K	0.27%		13F-HR Timeline
PKS Advisory Services, LLC	5,680	$547K	0.12%	+129	13F-HR Timeline
Apella Capital, LLC	5,655	$544K	0.01%	+3,502	13F-HR Timeline
UNION SAVINGS BANK	5,647	$544K	0.24%		13F-HR Timeline
SFMG, LLC	5,637	$543K	0.04%	0	13F-HR Timeline
TFC Financial Management, Inc.	5,605	$540K	0.07%	0	13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	5,603	$539K	0.37%	+11	13F-HR Timeline
Keel Point, LLC	5,585	$538K	0.03%	+1,141	13F-HR Timeline
Forum Private Client Group LLC	5,581	$537K	0.18%	-61	13F-HR Timeline
Ducere Wealth Management LLC	5,554	$535K	0.21%		13F-HR/A Timeline
Salomon & Ludwin, LLC	5,425	$534K	0.05%	0	13F-HR Timeline
EQUITABLE TRUST CO	5,532	$533K	0.02%	0	13F-HR Timeline
Meramec Financial Planners, LLC	5,227	$532K	0.21%		13F-HR Timeline
FOURPATH CAPITAL MANAGEMENT, LLC	5,465	$526K	0.07%	0	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	5,464	$526K	0.22%	0	13F-HR Timeline
Impact Capital Partners LLC	5,460	$526K	0.16%	-592	13F-HR Timeline
Torrey Growth & Income Advisors	5,452	$525K	0.18%	+1	13F-HR Timeline
TSFG, LLC	5,448	$524K	0.08%	-7,696	13F-HR Timeline
Werba Rubin Papier Wealth Management	5,443	$524K	0.14%	+19	13F-HR Timeline
IFG Advisory, LLC	5,390	$519K	0.02%	+730	13F-HR Timeline
GW&K Investment Management, LLC	5,381	$518K	<0.01%	0	13F-HR Timeline
SMI Advisory Services, LLC	5,161	$517K	0.09%	-657	13F-HR Timeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…	5,344	$514K	0.09%	0	13F-HR Timeline
Arbor Wealth Advisors LLC	5,337	$514K	0.37%	0	13F-HR Timeline
Hudson Value Partners, LLC	5,280	$514K	0.15%	new	13F-HR Timeline
XTX Topco Ltdin group XTX Topco Ltd	5,321	$512K	0.01%	new	13F-HR Timeline Group
Harbour Capital Advisors, LLC	5,260	$512K	0.1%	0	13F-HR Timeline
ENCOMPASS WEALTH ADVISORS, LLC	5,309	$511K	0.17%	0	13F-HR Timeline
STEVENS CAPITAL PARTNERS	5,306	$511K	0.13%	+2	13F-HR Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	5,305	$511K	<0.01%	+3,051	13F-HR Timeline Group
FIDUCIARY ADVISORS, INC.	5,304	$511K	0.39%	+21	13F-HR Timeline
United Community Bankin group United Community Bank	5,303	$511K	0.19%	0	13F-HR Timeline Group
Investor's Fiduciary Advisor Network, L…	5,296	$509K	0.11%	new	13F-HR Timeline
TCI Wealth Advisors, Inc.	5,276	$508K	0.03%	-2,772	13F-HR Timeline
Nilsine Partners, LLC	5,274	$508K	0.04%	0	13F-HR Timeline
Paller Financial Services Inc	5,262	$507K	0.41%		13F-HR Timeline
Northstar Financial Companies, Inc.	5,255	$506K	0.4%	new	13F-HR Timeline
Federation des caisses Desjardins du Qu…	5,251	$506K	<0.01%	-20	13F-HR Timeline
Altus Wealth Group LLC	5,245	$505K	0.2%	-47	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	5,220	$503K	0.02%	-273	13F-HR Timeline
IRIDIAN ASSET MANAGEMENT LLC/CT	5,220	$503K	0.19%	new	13F-HR Timeline
TMB Capital Partners, LLC	5,217	$502K	0.17%		13F-HR Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	5,206	$501K	0.06%	-243	13F-HR Timeline
Balefire, LLC	5,204	$501K	0.1%	+1,950	13F-HR Timeline
Nolet Wealth Management, LLC	5,185	$499K	0.28%		13F-HR/A Timeline
SOL Capital Management CO	5,180	$499K	0.04%	0	13F-HR Timeline
Hirtle & Co., LLC	5,143	$495K	0.02%	0	13F-HR Timeline
Dynamic Advisor Solutions LLC	5,136	$494K	0.02%	-6	13F-HR Timeline
LMCG INVESTMENTS, LLC	5,131	$494K	0.03%	0	13F-HR Timeline
DBK Financial Counsel, LLC	5,105	$491K	0.38%	0	13F-HR Timeline
HighPoint Advisor Group LLC	5,099	$491K	0.01%	new	13F-HR Timeline
William Mack & Associates, Inc.	5,083	$489K	0.23%	-297	13F-HR Timeline
Sonoma Allocations LLC	4,899	$489K	0.16%	-1	13F-HR Timeline
New Hampshire Trust	5,069	$488K	0.09%	0	13F-HR Timeline
Everhart Financial Group, Inc.	5,066	$488K	0.05%	-30	13F-HR Timeline
BCS Private Wealth Management, Inc.	5,050	$486K	0.17%	-220	13F-HR Timeline
ARTHUR M. COHEN & ASSOCIATES, LLC	5,045	$486K	0.08%	+11	13F-HR Timeline
PARK NATIONAL CORP /OH/	5,044	$486K	0.02%	-650	13F-HR Timeline
Weil Company, Inc.	5,036	$485K	0.11%	0	13F-HR Timeline
Canandaigua National Trust Co of Florida	5,026	$484K	0.3%	-154	13F-HR Timeline
KFA Private Wealth Group, LLC	5,023	$484K	0.12%	+1	13F-HR Timeline
Ballast Financial Advisors LLC	5,012	$483K	0.5%		13F-HR Timeline
Herold Advisors, Inc.	5,000	$481K	0.11%	0	13F-HR Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC	5,000	$481K	<0.01%	new	13F-HR Timeline Group
E&G Advisors, LLC	5,000	$481K	0.11%	0	13F-HR Timeline
Trust Co	4,998	$481K	0.05%	+334	13F-HR Timeline
Valued Retirements, Inc.	4,990	$480K	0.47%	0	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	4,988	$480K	0.02%	+213	13F-HR Timeline
Mach-1 Financial Group, LLC	4,981	$480K	0.1%	new	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	4,977	$479K	0.01%	-1,137	13F-HR Timeline Group
Joel Isaacson & Co., LLC	4,971	$479K	0.02%	-699	13F-HR Timeline
CASTLE WEALTH MANAGEMENT LLC	4,960	$478K	0.16%	0	13F-HR Timeline
Beck Bode, LLC	4,951	$477K	0.08%	-358	13F-HR Timeline
Christensen, King & Associates Investme…	4,944	$476K	0.2%	-47	13F-HR Timeline
LAKE STREET PRIVATE WEALTH, LLC	4,848	$467K	0.06%	-35	13F-HR Timeline
M1 Capital Management LLC	4,828	$465K	0.19%	-30	13F-HR Timeline
Windsor Capital Management, LLC	4,824	$464K	0.13%	-1,346	13F-HR Timeline
Golden State Wealth Management, LLC	4,810	$463K	0.05%	-24	13F-HR Timeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…	4,804	$462K	<0.01%	0	13F-HR Timeline Group
Register Financial Advisors LLC	4,792	$461K	0.18%	+8	13F-HR Timeline
49 WEALTH MANAGEMENT, LLC	4,789	$461K	0.04%	+71	13F-HR Timeline
L.K. Benson & Company, P.C.	4,785	$461K	0.23%	new	13F-HR Timeline
MGO ONE SEVEN LLC	4,775	$460K	0.01%	-98	13F-HR Timeline
NCM Capital Management, LLC	4,752	$457K	0.17%	0	13F-HR Timeline
InvesTrust	4,743	$457K	0.18%	0	13F-HR Timeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.	4,740	$456K	<0.01%	0	13F-HR Timeline Group
Paladin Advisory Group, LLC	4,737	$456K	0.33%	+4,400	13F-HR Timeline
JGP Wealth Management, LLC	4,733	$456K	0.05%	+670	13F-HR Timeline
JT Stratford LLC	4,721	$454K	0.06%	new	13F-HR Timeline
Holistic Financial Partners	4,712	$454K	0.16%	0	13F-HR Timeline
Stonebrook Private Inc.	4,712	$454K	0.09%	0	13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	4,696	$452K	0.13%	0	13F-HR Timeline
VICTORY FINANCIAL GROUP, LLC	4,687	$451K	0.06%	+1,048	13F-HR Timeline
Kirkwood Financial Services	4,675	$450K	0.16%	-11	13F-HR Timeline
Resurgent Financial Advisors LLC	4,675	$450K	0.23%	0	13F-HR Timeline
Breachway Investments LLC	4,665	$449K	0.47%		13F-HR Timeline
Flagship Private Wealth, LLC	4,657	$448K	0.18%	+19	13F-HR Timeline
Broadview Financial Management, LLC	4,648	$447K	0.3%	+19	13F-HR Timeline
Bell Bank	4,622	$445K	0.02%	+291	13F-HR Timeline
AdvisorNet Financial, Inc	4,602	$443K	0.02%	+422	13F-HR Timeline
TrustBankin group TrustBank	4,600	$443K	0.18%		13F-HR Timeline Group
Parcion Private Wealth LLC	4,576	$441K	0.03%	new	13F-HR Timeline
Lynx Investment Advisory	4,565	$440K	0.24%	new	13F-HR Timeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.	4,563	$439K	<0.01%	new	13F-HR Timeline Group
Mutual Advisors, LLC	4,555	$439K	0.01%	+378	13F-HR Timeline
MWA Asset Management	4,536	$437K	0.24%	+32	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	4,524	$435K	0.02%	+589	13F-HR Timeline
King Wealth Management Group	4,520	$435K	0.05%	0	13F-HR Timeline
Fortis Capital Advisors, LLC	4,505	$434K	0.06%	-3	13F-HR Timeline
Praetorian Wealth Management, Inc.	4,500	$433K	0.09%	new	13F-HR Timeline
Legacy Wealth Asset Management, LLC	4,474	$431K	0.11%	new	13F-HR Timeline
Allegheny Financial Group	4,473	$431K	0.06%	new	13F-HR Timeline
HOHIMER WEALTH MANAGEMENT, LLC	4,450	$428K	0.06%	0	13F-HR Timeline
Guardian Asset Advisors, LLC	4,449	$428K	0.22%	+17	13F-HR Timeline
Checchi Capital Advisers, LLC	4,436	$427K	0.03%	-8	13F-HR Timeline
James J. Burns & Company, LLC	4,421	$426K	0.06%	+4	13F-HR Timeline
ERn Financial, LLC	4,416	$425K	0.08%	new	13F-HR Timeline
Invera Wealth Advisors, LLC	4,398	$423K	0.27%	-122	13F-HR Timeline
HMS Capital Management, LLC	4,393	$423K	0.17%	0	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	4,388	$422K	<0.01%	+132	13F-HR Timeline Group
Plancorp, LLC	4,386	$422K	0.01%	0	13F-HR Timeline
Advisory Alpha, LLC	4,375	$421K	0.01%	-126	13F-HR Timeline
BURNEY CO/	4,366	$420K	0.01%	+788	13F-HR Timeline
Old Peak Finance LLC	4,352	$419K	0.26%		13F-HR Timeline
BLODGETT WEALTH ADVISORS, LLC	4,350	$419K	0.29%	-1,118	13F-HR Timeline
MRP Capital Investments, LLC	4,346	$418K	0.35%	+2,400	13F-HR Timeline
TRED AVON FAMILY WEALTH, LLC	4,335	$417K	0.14%	0	13F-HR Timeline
Wealthspire Retirement, LLC	4,334	$417K	0.03%	+134	13F-HR Timeline
Bridgewater Advisors Inc.	4,121	$416K	0.03%	0	13F-HR Timeline
Truepoint, Inc.	4,313	$415K	0.01%	0	13F-HR Timeline
Mason Investment Advisory Services, Inc.	4,287	$413K	0.02%	+2	13F-HR Timeline
Associated Banc-Corpin group Associated Banc-Corp	4,255	$410K	0.01%	+259	13F-HR Timeline Group