IWR ISHARES TR

SHS (fund)

1,506 managers (1,527 13F filers) reported a position in IWR shares at 2026-03-31, 419,699,862 shares in all. 81 filers opened a position and 78 filers sold out during the quarter.

Managers: 1,506
13F filers: 1,527
New: 81
Added: 464
Reduced: 540
Sold out: 78
Shares held by filers: 419,699,862

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WALLED LAKE PLANNING & WEALTH MANAGEMEN…	6,896	$671K	0.2%	-855	13F-HR Timeline
Destiny Wealth Partners, LLC	6,893	$670K	0.07%	0	13F-HR Timeline
Atria Investments, Inc	6,891	$670K	0.01%	-27,624	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	6,890	$670K	0.42%	+856	13F-HR Timeline
Brand Asset Management Group, Inc.	6,837	$665K	0.17%	0	13F-HR Timeline
UPTICK PARTNERS, LLC	6,837	$665K	0.13%	-261	13F-HR Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …	6,826	$664K	0.11%	-1,246	13F-HR Timeline Group
Investment Advisory Group, LLC	6,793	$661K	0.17%	-1,030	13F-HR Timeline
First PREMIER Bank	6,783	$659K	0.15%	0	13F-HR Timeline
Moss Adams Wealth Advisors LLC	6,729	$654K	0.05%	-57	13F-HR Timeline
Carnegie Investment Counsel	6,701	$652K	0.01%	0	13F-HR Timeline
Advisory Resource Group	6,653	$647K	0.11%	-60	13F-HR Timeline
Piedmont Capital Management, LLC/NC	6,648	$646K	0.43%	+4,238	13F-HR Timeline
Triad Wealth Partners, LLC	6,628	$644K	0.05%	-1,311	13F-HR Timeline
SilverOak Wealth Management LLC	6,610	$643K	0.1%	0	13F-HR Timeline
BEARING POINT CAPITAL, LLC	6,602	$642K	0.1%	0	13F-HR Timeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	6,600	$642K	0.03%	0	13F-HR Timeline
Vickerman Investment Advisors, Inc.	6,534	$635K	0.13%	+720	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	6,516	$634K	0.03%	-83	13F-HR Timeline
Cordatus Wealth Management LLC	6,515	$633K	0.15%	0	13F-HR Timeline
McNaughton Wealth Management, LLC	6,500	$632K	0.26%	0	13F-HR Timeline
Balefire, LLC	6,479	$630K	0.12%	+1,275	13F-HR Timeline
Curated Wealth Partners LLC	6,459	$628K	0.08%	0	13F-HR Timeline
Florida Trust Wealth Management Co	6,451	$627K	0.02%	0	13F-HR Timeline
Segment Wealth Management, LLC	6,449	$627K	0.04%	0	13F-HR Timeline
Associated Banc-Corpin group Associated Banc-Corp	6,398	$622K	0.02%	+2,143	13F-HR Timeline Group
POSTROCK PARTNERS LLC	6,376	$620K	0.29%	0	13F-HR Timeline
Relyea Zuckerberg Hanson LLC	6,374	$620K	0.06%	+9	13F-HR Timeline
First Nebraska Trust Co	6,285	$611K	0.06%	+235	13F-HR Timeline
Axis Wealth Partners, LLC	6,282	$611K	0.32%	+108	13F-HR Timeline
Bangor Savings Bank	6,270	$610K	0.05%	0	13F-HR Timeline
Quotient Wealth Partners, LLC	6,268	$609K	0.02%	new	13F-HR Timeline
GREAT LAKES ADVISORS, LLC	6,266	$609K	0.01%	-7,957	13F-HR Timeline
Facet Wealth, Inc.	6,234	$606K	0.01%	-433	13F-HR Timeline
CoreCap Advisors, LLC	6,206	$603K	0.02%	-93	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	6,200	$603K	0.02%	0	13F-HR Timeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…	6,191	$602K	0.18%	0	13F-HR Timeline
Wise Wealth Partners	6,170	$600K	0.81%	0	13F-HR Timeline
Trust Co of the South	6,145	$597K	0.1%	0	13F-HR Timeline
RESTON WEALTH MANAGEMENT LLC	6,135	$596K	0.18%	-180	13F-HR Timeline
PKS Advisory Services, LLC	6,108	$594K	0.14%	+428	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	6,096	$593K	0.01%	0	13F-HR Timeline Group
ROCKLAND TRUST CO	6,085	$592K	0.02%	+2,500	13F-HR Timeline
Cyndeo Wealth Partners, LLC	6,055	$589K	0.03%	-3,800	13F-HR Timeline
SFAM, LLC	6,040	$587K	0.54%	-83	13F-HR Timeline
AAF Wealth Management, LLC	6,027	$586K	0.24%	-6	13F-HR Timeline
FAIRFIELD, BUSH & CO.	5,990	$582K	0.32%	0	13F-HR Timeline
LAWOOD & CO	5,965	$580K	0.54%	-160	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	5,960	$579K	0.05%	0	13F-HR Timeline
IMC-Chicago, LLC	5,960	$579K	0.01%	new	13F-HR Timeline
Richardson Capital Management LLC	5,960	$579K	0.28%	0	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	5,920	$576K	0.08%	-288	13F-HR Timeline
Keel Point, LLC	5,913	$575K	0.04%	+328	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	5,891	$573K	0.23%	0	13F-HR Timeline
Pinnacle Bancorp, Inc.	5,879	$572K	0.17%	-31	13F-HR Timeline
NWAM LLC	5,854	$569K	0.03%	-4,317	13F-HR Timeline
Betterment LLC	5,793	$563K	<0.01%	-305	13F-HR Timeline
Federation des caisses Desjardins du Qu…	5,745	$559K	<0.01%	+494	13F-HR Timeline
49 WEALTH MANAGEMENT, LLC	5,730	$557K	0.04%	+941	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	5,727	$557K	0.02%	-499	13F-HR Timeline
Cedarwood Wealth LLC	5,707	$555K	0.56%	0	13F-HR Timeline
SFMG, LLC	5,707	$555K	0.04%	+70	13F-HR Timeline
Palisade Asset Management, LLC	5,702	$554K	0.06%	+1	13F-HR Timeline
Allegheny Financial Group	5,701	$554K	0.07%	+1,228	13F-HR Timeline
Dynamic Advisor Solutions LLC	5,672	$552K	0.02%	+536	13F-HR Timeline
UNION SAVINGS BANK	5,647	$549K	0.24%	0	13F-HR Timeline
Harbour Capital Advisors, LLC	5,260	$546K	0.1%	0	13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	5,597	$544K	0.38%	-6	13F-HR Timeline
Intrua Financial, LLC	5,589	$543K	0.06%	-669	13F-HR Timeline
Alpha Financial Partners LLC	5,578	$542K	0.32%	-196	13F-HR Timeline
Westmount Partners, LLC	5,573	$542K	0.13%	-133	13F-HR Timeline
Ballast Financial Advisors LLC	5,563	$541K	0.55%	+551	13F-HR Timeline
Vann Equity Management LLC	5,550	$540K	0.38%		13F-HR Timeline
EQUITABLE TRUST CO	5,532	$538K	0.02%	0	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	5,509	$536K	0.03%	-842	13F-HR Timeline
TFC Financial Management, Inc.	5,495	$534K	0.07%	-110	13F-HR Timeline
Salomon & Ludwin, LLC	5,425	$533K	0.05%	0	13F-HR Timeline
FOURPATH CAPITAL MANAGEMENT, LLC	5,465	$531K	0.08%	0	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	5,464	$531K	0.22%	0	13F-HR Timeline
TSFG, LLC	5,448	$530K	0.08%	0	13F-HR Timeline
Werba Rubin Papier Wealth Management	5,445	$529K	0.07%	+2	13F-HR Timeline
My Personal CFO, LLC	5,409	$526K	0.23%	-316	13F-HR Timeline
Torrey Growth & Income Advisors	5,458	$524K	0.22%	+6	13F-HR Timeline
Nilsine Partners, LLC	5,040	$523K	0.04%	-234	13F-HR Timeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…	5,344	$520K	0.11%	0	13F-HR Timeline
Arbor Wealth Advisors LLC	5,337	$519K	0.36%	0	13F-HR Timeline
LAKE STREET PRIVATE WEALTH, LLC	5,328	$518K	0.07%	+480	13F-HR Timeline
STEVENS CAPITAL PARTNERS	5,319	$517K	0.12%	+13	13F-HR Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	5,318	$517K	<0.01%	+13	13F-HR Timeline Group
ENCOMPASS WEALTH ADVISORS, LLC	5,309	$516K	0.18%	0	13F-HR Timeline
Everhart Financial Group, Inc.	5,306	$516K	0.04%	+240	13F-HR Timeline
United Community Bankin group United Community Bank	5,303	$516K	0.17%	0	13F-HR Timeline Group
Ducere Wealth Management LLC	5,298	$515K	0.2%	-256	13F-HR Timeline
Hudson Value Partners, LLC	5,280	$513K	0.15%	0	13F-HR Timeline
FIDUCIARY ADVISORS, INC.	5,274	$513K	0.39%	-30	13F-HR Timeline
Mach-1 Financial Group, LLC	5,268	$512K	0.18%	+287	13F-HR Timeline
GW&K Investment Management, LLC	5,233	$509K	<0.01%	-148	13F-HR Timeline
TMB Capital Partners, LLC	5,217	$507K	0.17%	0	13F-HR Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	5,206	$506K	0.06%	0	13F-HR Timeline
RHUMBLINE ADVISERS	5,201	$506K	<0.01%	-28,768	13F-HR Timeline
TritonPoint Partners, LLCgroup of 2 filers holding	5,197	$505K		+2,464	Timeline TRITONPOINT WEALTH, LLC: 2,934 (0.03%) 13F-HR TritonPoint Partners, LLC: 2,263 (0.08%) 13F-HR
Altus Wealth Group LLC	5,171	$503K	0.21%	-74	13F-HR Timeline
Crestwood Advisors Group, LLC	5,154	$501K	0.01%	-802	13F-HR Timeline
TCI Wealth Advisors, Inc.	5,153	$501K	0.03%	-123	13F-HR Timeline
Foster Victor Wealth Advisors, LLC	4,887	$501K	0.03%	new	13F-HR Timeline
Invst, LLC	5,135	$499K	0.06%	+1,650	13F-HR Timeline
DBK Financial Counsel, LLC	5,105	$496K	0.38%	0	13F-HR Timeline
William Mack & Associates, Inc.	5,096	$495K	0.28%	+13	13F-HR Timeline
ARTHUR M. COHEN & ASSOCIATES, LLC	5,052	$495K	0.09%	+7	13F-HR Timeline
LMCG INVESTMENTS, LLC	5,082	$494K	0.03%	-49	13F-HR Timeline
New Hampshire Trust	5,069	$493K	0.1%	0	13F-HR Timeline
BCS Private Wealth Management, Inc.	5,050	$491K	0.15%	0	13F-HR Timeline
PARK NATIONAL CORP /OH/	5,044	$490K	0.01%	0	13F-HR Timeline
Wealth Dimensions Group, Ltd.	5,044	$490K	0.1%	-1,472	13F-HR Timeline
Weil Company, Inc.	5,036	$490K	0.11%	0	13F-HR Timeline
Forum Private Client Group LLC	5,030	$489K	0.16%	-551	13F-HR Timeline
Canandaigua National Trust Co of Florida	5,026	$489K	0.39%	0	13F-HR Timeline
Register Financial Advisors LLC	4,996	$486K	0.18%	+204	13F-HR Timeline
KFA Private Wealth Group, LLC	4,992	$485K	0.12%	-31	13F-HR Timeline
Valued Retirements, Inc.	4,990	$485K	0.47%	0	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	4,990	$485K	0.02%	+2	13F-HR Timeline
Joel Isaacson & Co., LLC	4,971	$483K	0.02%	0	13F-HR Timeline
MRP Capital Investments, LLC	4,971	$483K	0.42%	+625	13F-HR Timeline
Sonoma Allocations LLC	4,899	$483K	0.17%	0	13F-HR Timeline
Beck Bode, LLC	4,964	$483K	0.08%	+13	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	4,963	$483K	<0.01%	-3,219	13F-HR Timeline
CASTLE WEALTH MANAGEMENT LLC	4,960	$482K	0.16%	0	13F-HR Timeline
Breachway Investments LLC	4,895	$479K	0.46%	+230	13F-HR Timeline
HighPoint Advisor Group LLC	4,922	$479K	0.02%	-177	13F-HR Timeline
Nolet Wealth Management, LLC	4,910	$477K	0.27%	-275	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	4,874	$474K	0.01%	-103	13F-HR Timeline Group
Jordan Park Group LLC	4,868	$473K	0.03%	-8,874	13F-HR Timeline
Windsor Capital Management, LLC	4,867	$473K	0.13%	+43	13F-HR Timeline
Flagship Private Wealth, LLC	4,858	$472K	0.19%	+201	13F-HR Timeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.	4,857	$472K	0.01%	+117	13F-HR Timeline Group
AdvisorNet Financial, Inc	4,856	$472K	0.02%	+254	13F-HR Timeline
M1 Capital Management LLC	4,828	$469K	0.22%	0	13F-HR Timeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…	4,804	$467K	<0.01%	0	13F-HR Timeline Group
L.K. Benson & Company, P.C.	4,785	$465K	0.15%	0	13F-HR Timeline
SHP Wealth Management	4,765	$463K	0.03%	-1,285	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	4,749	$462K	0.02%	-471	13F-HR Timeline
InvesTrust	4,743	$461K	0.19%	0	13F-HR Timeline
Golden State Wealth Management, LLC	4,723	$459K	0.05%	-87	13F-HR Timeline
Resurgent Financial Advisors LLC	4,722	$459K	0.17%	+47	13F-HR Timeline
Holistic Financial Partners	4,712	$458K	0.17%	0	13F-HR Timeline
Stonebrook Private Inc.	4,712	$458K	0.1%	0	13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	4,696	$457K	0.12%	0	13F-HR/A Timeline
Kirkwood Financial Services	4,688	$456K	0.16%	+13	13F-HR Timeline
Praetorian Wealth Management, Inc.	4,500	$456K	0.09%	0	13F-HR Timeline
Veracity Capital LLC	4,663	$453K	0.16%	-1,938	13F-HR Timeline
Broadview Financial Management, LLC	4,660	$453K	0.31%	+12	13F-HR Timeline
EVOLVE PRIVATE WEALTH, LLC	4,615	$449K	0.02%	+810	13F-HR Timeline
Landmark Wealth Management, LLC	4,595	$447K	0.12%	+698	13F-HR Timeline
Parcion Private Wealth LLC	4,576	$445K	0.03%	0	13F-HR Timeline
TrustBankin group TrustBank	4,575	$445K	0.17%	-25	13F-HR Timeline Group
MGO ONE SEVEN LLC	4,574	$445K	0.01%	-201	13F-HR Timeline
Christensen, King & Associates Investme…	4,573	$445K	0.19%	-371	13F-HR Timeline
Lynx Investment Advisory	4,566	$444K	0.21%	+1	13F-HR Timeline
ALLSTATE CORPin group ALLSTATE CORP	4,550	$442K	<0.01%	+1,400	13F-HR Timeline Group
Bull Harbor Capital LLC	4,542	$442K	0.12%		13F-HR Timeline
Plancorp, LLC	4,386	$441K	0.01%	0	13F-HR Timeline
King Wealth Management Group	4,520	$439K	0.05%	0	13F-HR Timeline
Fortis Capital Advisors, LLC	4,505	$438K	0.06%	0	13F-HR Timeline
Trust Co	4,482	$436K	0.04%	-516	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	4,524	$435K	0.02%	0	13F-HR Timeline
HOHIMER WEALTH MANAGEMENT, LLC	4,450	$433K	0.05%	0	13F-HR Timeline
VICTORY FINANCIAL GROUP, LLC	4,446	$432K	0.05%	-241	13F-HR Timeline
Bridgewater Advisors Inc.	4,121	$432K	0.03%	0	13F-HR Timeline
CIBC WORLD MARKET INC.	4,432	$431K	<0.01%	+1,760	13F-HR Timeline
James J. Burns & Company, LLC	4,423	$430K	0.06%	+2	13F-HR Timeline
Bouchey Financial Group, Ltd.	4,249	$430K	0.03%	-2	13F-HR Timeline
Guardian Asset Advisors, LLC	4,404	$428K	0.25%	-45	13F-HR Timeline
Invera Wealth Advisors, LLC	4,398	$428K	0.27%	0	13F-HR Timeline
HMS Capital Management, LLC	4,393	$427K	0.17%	0	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	4,388	$427K	<0.01%	0	13F-HR Timeline Group
MWA Asset Management	4,376	$425K	0.23%	-160	13F-HR/A Timeline
Advisory Alpha, LLC	4,356	$424K	0.01%	-19	13F-HR Timeline
Old Peak Finance LLC	4,352	$423K	0.25%	0	13F-HR Timeline
BLODGETT WEALTH ADVISORS, LLC	4,350	$423K	0.34%	0	13F-HR Timeline
TRED AVON FAMILY WEALTH, LLC	4,335	$421K	0.14%	0	13F-HR Timeline
Synergy Financial Group, LTD	4,331	$421K	0.32%	new	13F-HR Timeline
Truepoint, Inc.	4,313	$419K	0.01%	0	13F-HR Timeline
Mason Investment Advisory Services, Inc.	4,288	$417K	0.02%	+1	13F-HR Timeline
WealthShield Partners, LLC	4,279	$416K	0.05%	-5,377	13F-HR Timeline
PROTECTIVE LIFE CORP	4,275	$416K	1.38%	new	13F-HR Timeline
Baker Avenue Asset Management, LP	4,267	$415K	0.01%	+130	13F-HR Timeline
Meramec Financial Planners, LLC	3,948	$413K	0.16%	-1,279	13F-HR Timeline
MTM Investment Management, LLC	4,230	$411K	0.13%	+1	13F-HR Timeline
BlueChip Wealth Advisors LLC	4,218	$410K	0.18%	0	13F-HR Timeline
NORTHEAST INVESTMENT MANAGEMENT	4,209	$409K	0.02%	0	13F-HR Timeline
Wealthspire Retirement, LLC	4,208	$409K	0.02%	-126	13F-HR Timeline
TBH Global Asset Management, LLC	4,199	$408K	0.08%	new	13F-HR Timeline
Whitener Capital Management, Inc.	4,172	$406K	0.09%	new	13F-HR Timeline
SENTINEL TRUST CO LBA	4,165	$405K	0.04%	0	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	4,158	$404K	0.05%	0	13F-HR Timeline
Magnus Financial Group LLC	4,134	$402K	0.03%	+10	13F-HR Timeline
Ironwood Wealth Management, LLC.	4,114	$400K	0.11%	0	13F-HR Timeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK	4,114	$400K	<0.01%	new	13F-HR Timeline Group
Arrow Financial Corpin group Arrow Financial Corp	4,076	$396K	0.04%	0	13F-HR Timeline Group
Lutz Financial Services LLC	4,065	$395K	0.03%	0	13F-HR Timeline