IWR ISHARES TR

SHS (fund)

1,579 managers (1,600 13F filers) reported a position in IWR shares at 2026-06-30, 435,908,092 shares in all. 122 filers opened a position and 53 filers sold out during the quarter.

Managers: 1,579
13F filers: 1,600
New: 122
Added: 508
Reduced: 507
Sold out: 53
Shares held by filers: 435,908,092

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Hirtle & Co., LLC	4,064	$448K	0.01%	-10,367	13F-HR Timeline
SHP Wealth Management	4,052	$447K	0.03%	-713	13F-HR Timeline
REDW Wealth LLC	4,051	$447K	0.16%	+51	13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	4,048	$447K	0.05%	new	13F-HR Timeline
TBH Global Asset Management, LLC	4,045	$446K	0.08%	-154	13F-HR Timeline
Vann Equity Management LLC	4,037	$445K	0.27%	-1,513	13F-HR Timeline
Phoenix Wealth Advisors	4,028	$444K	0.15%	0	13F-HR Timeline
Steelhead Wealth Management LLC	4,032	$444K	0.18%	0	13F-HR Timeline
Regency Capital Management Inc.\DE	4,000	$441K	0.18%	0	13F-HR Timeline
GILPIN WEALTH MANAGEMENT, LLC	4,000	$441K	0.31%	0	13F-HR Timeline
John A. Wolfe & Associates, Inc.	4,000	$441K	0.61%	0	13F-HR Timeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…	3,979	$439K	<0.01%	+2,400	13F-HR Timeline
Meramec Financial Planners, LLC	3,987	$438K	0.16%	+39	13F-HR Timeline
HM PAYSON & CO	3,970	$438K	0.01%	+256	13F-HR Timeline
Gotham Asset Management, LLC	3,962	$437K	<0.01%	new	13F-HR Timeline
Lutz Financial Services LLC	3,949	$436K	0.03%	-116	13F-HR Timeline
Tanager Wealth Management LLP	3,940	$435K	0.04%	+56	13F-HR Timeline
Aprio Wealth Management, LLC	3,929	$433K	0.02%	-20,957	13F-HR Timeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK	3,918	$432K	<0.01%	-196	13F-HR Timeline Group
SMI Advisory Services, LLC	3,899	$431K	0.07%	0	13F-HR Timeline
Bell Bank	3,905	$431K	0.02%	-86	13F-HR Timeline
Guidance Point Advisors, LLC	3,894	$430K	0.09%	+1	13F-HR Timeline
McClarren Financial Advisors, Inc.	3,890	$429K	0.22%	0	13F-HR Timeline
Keel Point, LLC	3,889	$429K	0.03%	-2,024	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	3,889	$429K	0.01%	+879	13F-HR Timeline Group
CM WEALTH ADVISORS LLC	3,884	$428K	0.08%	new	13F-HR Timeline
Legacy Financial Advisors, Inc.	3,883	$428K	0.05%	0	13F-HR Timeline
VALLEY NATIONAL ADVISERS INC	3,876	$428K	0.05%	0	13F-HR Timeline
Colorado Capital Management, Inc.	3,858	$426K	0.15%	0	13F-HR Timeline
Bridgewater Advisors Inc.	3,827	$425K	0.02%	-294	13F-HR Timeline
Crestwood Advisors Group, LLC	3,851	$425K	0.01%	-1,303	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	3,845	$424K	0.05%	+123	13F-HR Timeline
COLLECTIVE FAMILY OFFICE LLC	3,836	$423K	0.09%	+1,778	13F-HR Timeline
MGO ONE SEVEN LLC	3,832	$423K	0.01%	-742	13F-HR Timeline
Ledyard National Bank	3,828	$422K	0.03%	+1,284	13F-HR Timeline
Kovack Advisors, Inc.	3,824	$422K	0.02%	+1,255	13F-HR Timeline
PACK Private Wealth, LLC	3,822	$422K	0.17%	0	13F-HR Timeline
STEINBERGANNA WEALTH MANAGEMENT	3,814	$421K	0.17%	+5	13F-HR Timeline
V2 Financial group LLC	3,800	$419K	0.16%	0	13F-HR Timeline
Herold Advisors, Inc.	3,800	$419K	0.08%	0	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	3,784	$417K	0.04%	0	13F-HR Timeline
Jordan Park Group LLC	3,775	$416K	0.02%	-1,093	13F-HR Timeline
Stelac Advisory Services LLC	3,750	$414K	0.08%	0	13F-HR Timeline
Affinity Capital Advisors, LLC	3,738	$413K	0.05%	-115	13F-HR Timeline
Atlantic Edge Private Wealth Management…	3,747	$413K	0.08%	0	13F-HR Timeline
PUREfi Wealth, LLC	3,738	$412K	0.23%	new	13F-HR Timeline
TOBIAS FINANCIAL ADVISORS, INC.	3,722	$411K	0.05%	-244	13F-HR/A Timeline
Waterfront Wealth Inc.	3,716	$409K	0.06%	+5	13F-HR Timeline
Goldenstone Wealth Management LLC	3,700	$408K	0.27%	-14	13F-HR Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …	3,699	$408K	0.02%	-100	13F-HR Timeline Group
Capital Investment Counsel, Inc	3,688	$407K	0.04%	+2,090	13F-HR Timeline
First Interstate Bank	3,674	$405K	0.02%	new	13F-HR Timeline
Aspen Investment Management Inc	3,675	$405K	0.11%	+975	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	3,652	$403K	0.05%	0	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	3,649	$403K	0.02%	0	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	4,139	$402K	0.02%	-385	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	3,637	$401K	0.01%	0	13F-HR Timeline Group
Duncan Williams Asset Management, LLC	3,619	$399K	0.09%	0	13F-HR Timeline
Accurate Wealth Management, LLC	3,626	$399K	0.04%	new	13F-HR Timeline
FIDUCIARY FINANCIAL ADVISORS	3,608	$398K	0.04%	new	13F-HR Timeline
AMERICAN FINANCIAL & TAX STRATEGIES INC	3,602	$397K	0.18%	0	13F-HR Timeline
CPA Asset Management Group, LLC	3,598	$397K	0.11%	-181	13F-HR Timeline
CURTIS WEALTH MANAGEMENT LLC	3,597	$397K	0.34%	0	13F-HR Timeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC	3,595	$397K	0.06%	-11	13F-HR Timeline
Poehling Capital Management, INC.	3,588	$396K	0.08%	0	13F-HR Timeline
Root Financial Partners, LLC	3,585	$396K	0.02%	+3,208	13F-HR Timeline
Crewe Advisors LLC	3,565	$393K	0.03%	+16	13F-HR Timeline
Beacon Capital Management, LLC	3,564	$393K	0.06%	+315	13F-HR Timeline
Bruce G. Allen Investments, LLC	3,541	$391K	0.25%	+10	13F-HR Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC	3,536	$390K	<0.01%	new	13F-HR Timeline Group
SPINNAKER TRUST	3,524	$389K	0.02%	0	13F-HR Timeline
Bernardo Wealth Planning LLC	3,519	$388K	0.07%	0	13F-HR Timeline
Main Street Financial Solutions, LLC	3,497	$386K	0.02%	-122	13F-HR Timeline
Detalus Advisors, LLC	3,492	$385K	0.08%	+271	13F-HR Timeline
Fisher Asset Management, LLC	3,489	$385K	<0.01%	-427	13F-HR Timeline
Sandy Cove Advisors, LLC	3,489	$385K	0.1%	-21	13F-HR Timeline
Topel & Distasi Wealth Management, LLC	3,466	$382K	0.18%	-66	13F-HR Timeline
Drucker Wealth 3.0, LLC	3,427	$378K	0.06%	new	13F-HR Timeline
BURNEY CO/	3,426	$378K	0.01%	0	13F-HR Timeline
JGP Wealth Management, LLC	3,415	$377K	0.03%	0	13F-HR Timeline
Antonelli Financial Advisors, LLC	3,400	$375K	0.26%	-400	13F-HR Timeline
WEDBUSH SECURITIES INC	3,377	$373K	0.01%	+48	13F-HR Timeline
UNITED BANK	3,380	$373K	0.04%	0	13F-HR Timeline
MLG Wealth Management DBA Pine Grove Fi…	3,371	$372K	0.04%	new	13F-HR Timeline
Lynx Investment Advisory	3,367	$371K	0.12%	-1,199	13F-HR Timeline
Revolve Wealth Partners, LLC	3,360	$371K	0.04%	0	13F-HR Timeline
Old Mission Investment Co LLC	3,350	$370K	0.08%	-451	13F-HR Timeline
Biltmore Family Office, LLC	3,347	$369K	0.05%	0	13F-HR Timeline
Monument Capital Management	3,335	$368K	0.07%	new	13F-HR Timeline
Kure Advisory, LLC	3,335	$368K	0.17%	0	13F-HR Timeline
Objectivity Squared, LLC	3,335	$368K	0.21%	+9	13F-HR Timeline
SUMMIT WEALTH GROUP LLC / CO	3,319	$366K	0.03%	+6	13F-HR Timeline
NIXON PEABODY TRUST CO	3,319	$366K	0.03%	+775	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	3,300	$364K	0.02%	0	13F-HR Timeline
Sage Financial Management Group, Inc.	3,293	$363K	0.1%	0	13F-HR Timeline
Legacy Wealth Management, LLC / MS	3,284	$362K	0.09%	+3	13F-HR Timeline
Enclave Advisors LLC	3,280	$362K	0.05%	-83	13F-HR Timeline
Strategic Financial Concepts, LLC	3,275	$361K	0.11%	+8	13F-HR Timeline
MERIDIAN INVESTMENT COUNSEL INC.	3,275	$361K	0.08%	0	13F-HR Timeline
GHP Investment Advisors, Inc.	3,259	$360K	0.01%	0	13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	3,250	$359K	0.37%	-120	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	3,246	$358K	0.11%	-372	13F-HR Timeline
Journey Advisory Group, LLC	3,228	$356K	0.03%	new	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	3,230	$356K	0.01%	+36	13F-HR Timeline
Godfrey Financial Associates, Inc.	3,208	$354K	0.27%	0	13F-HR Timeline
Towerpoint Wealth, LLC	3,194	$352K	0.12%	-280	13F-HR Timeline
Riverview Trust Co	3,180	$351K	0.42%	0	13F-HR Timeline
Journey Beyond Wealth, LLC	3,178	$351K	0.27%	-100	13F-HR Timeline
Community Bank of Raymore	3,175	$350K	0.21%	0	13F-HR Timeline
Founders Financial Alliance, LLC	3,164	$349K	0.05%	-38	13F-HR Timeline
Madson Wealth Advisors Inc	3,147	$347K	0.24%	-640	13F-HR Timeline
Main Line Retirement Advisors, LLC	3,134	$346K	0.16%	+9	13F-HR Timeline
Emerald Advisors, LLC	3,117	$344K	0.04%	0	13F-HR Timeline
HOWLAND CAPITAL MANAGEMENT LLC	3,116	$344K	0.01%	-200	13F-HR Timeline
ADE, LLC	3,113	$343K	0.15%	-774	13F-HR Timeline
NCM Capital Management, LLC	3,112	$343K	0.11%	0	13F-HR Timeline
First County Bank /CT/	3,111	$343K	0.16%	+228	13F-HR Timeline
LAUREL OAK WEALTH MANAGEMENT, LLC	3,109	$343K	0.05%	+241	13F-HR Timeline
Three Cord True Wealth Management, LLC	3,103	$342K	0.16%	0	13F-HR Timeline
Winthrop Capital Management, LLC	3,098	$342K	0.08%	-302	13F-HR Timeline
Arbor Investment Advisors, LLC	3,099	$342K	0.04%	0	13F-HR Timeline
Marble Harbor Investment Counsel, LLC	3,095	$341K	0.03%	0	13F-HR Timeline
GREAT OAK CAPITAL PARTNERS, LLC	3,107	$341K	0.07%	+9	13F-HR Timeline
Castleview Partners, LLC	3,090	$341K	0.15%	+184	13F-HR Timeline
GRANDFIELD & DODD, LLC	3,086	$340K	0.02%	+373	13F-HR Timeline
Holt Capital Advisors, L.L.C. dba Holt …	3,084	$340K	0.04%	0	13F-HR Timeline
YHB Investment Advisors, Inc.	3,082	$340K	0.02%	new	13F-HR Timeline
ADIRONDACK TRUST CO	3,075	$339K	0.1%	-41	13F-HR Timeline
Weaver Consulting Group	3,058	$337K	0.07%	0	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	3,042	$336K	0.2%	0	13F-HR Timeline
RPg Family Wealth Advisory, LLC	3,041	$335K	0.06%	-21	13F-HR/A Timeline
ACCREDITED INVESTOR SERVICES, LLC	3,032	$334K	0.19%	0	13F-HR Timeline
1834 INVESTMENT ADVISORS CO	3,028	$334K	0.04%	0	13F-HR Timeline
Ulland Investment Advisors, LLC	3,025	$334K	0.25%	0	13F-HR Timeline
Pure Financial Advisors, LLC	3,027	$334K	<0.01%	+69	13F-HR Timeline
OFS Enterprise LLC	3,021	$333K	0.09%	0	13F-HR Timeline
TPG Advisors LLC	3,020	$333K	0.18%	0	13F-HR Timeline
TRUST CO OF VERMONT	3,019	$333K	0.01%		13F-HR Timeline
ALLSTREET CAPITAL ADVISORS LLC	3,005	$332K	0.22%	+93	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	3,003	$331K	0.05%	+145	13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	3,001	$331K	0.04%	0	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	3,000	$331K	0.1%	0	13F-HR Timeline
Cove Private Wealth, LLC	2,992	$330K	0.06%	+145	13F-HR Timeline
FIRST MANHATTAN CO. LLC.	2,989	$330K	<0.01%	0	13F-HR Timeline
Grey Ledge Advisors, LLC	2,975	$328K	0.07%	0	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	2,972	$328K	0.02%	-25	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	2,964	$327K	0.02%	0	13F-HR Timeline
TABLEAUX LLC	2,960	$327K	0.14%	0	13F-HR Timeline
Moran Wealth Management, LLC	2,952	$326K	0.01%	0	13F-HR Timeline
O'ROURKE & COMPANY, Inc	2,951	$326K	0.11%	+2	13F-HR Timeline
Madden Advisory Services, Inc.	2,949	$325K	0.12%	-507	13F-HR Timeline
Royal Harbor Partners, LLC	2,948	$325K	0.1%	0	13F-HR Timeline
WealthCare Investment Partners, LLC	2,948	$325K	0.08%	new	13F-HR Timeline
First Bank & Trust	2,943	$325K	0.05%	0	13F-HR Timeline
Mutual Advisors, LLC	2,927	$323K	0.01%	-267	13F-HR Timeline
TAGStone Capital, Inc.	2,916	$322K	0.1%	0	13F-HR Timeline
ACIMA PRIVATE WEALTH, LLC	2,915	$322K	0.09%	-489	13F-HR Timeline
Plan A Wealth LLC	2,915	$322K	0.14%	0	13F-HR Timeline
Tennessee Valley Asset Management Partn…	2,907	$321K	0.04%	+329	13F-HR Timeline
Westfuller Advisors, LLC	2,906	$321K	0.12%	new	13F-HR Timeline
Pettee Investors, Inc.	2,900	$320K	0.16%	0	13F-HR Timeline
BAYBAN	2,900	$320K	0.25%	0	13F-HR Timeline
Accelerate Investment Advisors LLC	2,896	$319K	0.18%	+12	13F-HR Timeline
ASL Financial, LLC	2,880	$318K	0.22%	0	13F-HR Timeline
FSA Advisors, Inc.	2,879	$317K	0.15%	new	13F-HR/A Timeline
Peak Asset Management, LLC	2,868	$316K	0.05%	0	13F-HR Timeline
Financial Planning Navigators CORP	2,856	$315K	0.12%	0	13F-HR Timeline
Investor's Fiduciary Advisor Network, L…	2,862	$315K	0.11%	new	13F-HR Timeline
Squarepoint Ops LLCin group Squarepoint Ops LLC	2,855	$315K	<0.01%	new	13F-HR Timeline Group
Cynosure Group, LLC	2,851	$315K	0.05%	+15	13F-HR Timeline
PLANWISER FINANCIAL, LLC	2,846	$314K	0.22%	0	13F-HR Timeline
Wick Capital Partners, LLC	2,835	$313K	0.05%	0	13F-HR Timeline
Wealth Group Ltd	2,816	$311K	0.06%	0	13F-HR Timeline
BridgePort Financial Solutions, LLC	2,811	$310K	0.08%	0	13F-HR Timeline
TigerOak Management, L.L.C.	2,807	$310K	0.09%	0	13F-HR Timeline
American Money Management, LLC	2,800	$309K	0.04%	0	13F-HR Timeline
Optas, LLC	2,800	$309K	0.04%	0	13F-HR Timeline
Hamrick Investment Counsel, llc	2,795	$308K	0.2%	0	13F-HR Timeline
Nautilus Advisors LLC	2,794	$307K	0.18%	+1	13F-HR Timeline
Avantax Planning Partners, Inc.	2,779	$307K	0.01%	-104	13F-HR Timeline
Formidable Asset Management, LLC	3,150	$306K	0.05%	0	13F-HR Timeline
Israel Discount Bank of New York	2,775	$306K	0.57%	-340	13F-HR Timeline
Asio Capital, LLC	2,774	$306K	0.04%	+289	13F-HR Timeline
Archford Capital Strategies, LLC	2,766	$305K	0.03%	+7	13F-HR Timeline
Centerpoint Advisory Group	2,753	$304K	0.19%	0	13F-HR Timeline
ARGENT CAPITAL MANAGEMENT LLC	2,750	$303K	0.01%	new	13F-HR Timeline
Tortuga Wealth Management, Inc	2,744	$303K	0.23%	+2	13F-HR Timeline
Front Row Advisors LLC	2,663	$302K	0.09%	-181	13F-HR Timeline
Chancellor Financial Group WB LP	2,736	$302K	0.19%	+1	13F-HR Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC	2,728	$301K	0.07%	0	13F-HR Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	2,724	$301K	0.06%	0	13F-HR Timeline
Hobbs Group Advisors, LLC	2,712	$299K	0.08%	0	13F-HR Timeline
Financial Alternatives, Inc	2,707	$299K	0.15%	-122	13F-HR Timeline
Destination Wealth Management	2,703	$298K	0.01%	-61	13F-HR Timeline
jvl associates llc	2,676	$295K	0.08%	0	13F-HR Timeline
James J. Burns & Company, LLC	2,673	$295K	0.03%	-1,750	13F-HR Timeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC	2,667	$294K	0.05%	0	13F-HR Timeline Group
CIBC WORLD MARKET INC.	2,660	$293K	<0.01%	-1,772	13F-HR Timeline
PINKERTON WEALTH, LLC	3,007	$292K	0.03%	+129	13F-HR Timeline
Tortoise Investment Management, LLC	2,648	$292K	0.02%	0	13F-HR Timeline