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Disclosery

IWR ISHARES TR

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SHS (fund)

1,363 managers (1,377 13F filers) reported a position in IWR shares at 2025-03-31, 374,319,288 shares in all. 77 filers opened a position and 102 filers sold out during the quarter.

Managers
1,363
13F filers
1,377
New
77
Added
435
Reduced
491
Sold out
102
Shares held by filers
374,319,288

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Topel & Distasi Wealth Management, LLC3,522$300K0.14%-1013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC3,516$299K0.01%013F-HRTimeline
IFG Advisory, LLC3,499$298K0.02%+94213F-HRTimeline
ARS Wealth Advisors Group, LLC3,499$298K0.04%+113F-HRTimeline
Bruce G. Allen Investments, LLC3,486$297K0.23%+1113F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,485$296K0.01%+77413F-HRTimelineGroup
Wise Wealth Partners3,484$296K0.71%-2713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,478$296K0.11%+113F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…3,453$294K<0.01%new13F-HRTimelineGroup
Journey Beyond Wealth, LLC3,448$293K0.27%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,447$290K0.02%-96913F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,408$290K0.03%+213F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC3,404$290K0.1%013F-HRTimeline
NIXON PEABODY TRUST CO3,385$288K0.02%-11513F-HRTimeline
JGP Wealth Management, LLC3,384$288K0.04%-1013F-HRTimeline
Bison Wealth, LLC3,377$287K0.03%new13F-HRTimeline
Revolve Wealth Partners, LLC3,360$286K0.04%-29613F-HRTimeline
Relyea Zuckerberg Hanson LLC3,359$286K0.04%+113F-HRTimeline
Biltmore Family Office, LLC3,347$285K0.05%013F-HRTimeline
Kure Advisory, LLC3,335$284K0.21%13F-HRTimeline
Summit Financial, LLC3,334$284K0.01%new13F-HRTimeline
UNION SAVINGS BANK3,329$283K0.14%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC3,300$281K0.02%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.3,275$279K0.08%013F-HRTimeline
Crewe Advisors LLC3,264$278K0.04%+10413F-HRTimeline
PLANWISER FINANCIAL, LLC3,245$278K0.25%13F-HRTimeline
Detalus Advisors, LLC3,255$277K0.09%-13413F-HRTimeline
Von Berge Wealth Management Group, LLC3,316$276K0.18%+213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,250$276K<0.01%+86713F-HRTimelineGroup
Octavia Wealth Advisors, LLC3,237$275K0.03%013F-HRTimeline
New Covenant Trust Company, N.A.3,239$274K0.29%-3613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,216$274K0.01%013F-HRTimelineGroup
Crestwood Advisors Group, LLC3,206$273K0.01%new13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL3,194$272K0.01%013F-HRTimeline
Riverview Trust Co3,180$271K0.27%013F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC3,049$269K0.09%013F-HRTimeline
Formidable Asset Management, LLC3,160$269K0.04%013F-HRTimeline
Diversified Portfolios, Inc.3,150$268K0.03%-80013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,137$267K<0.01%+19913F-HRTimelineGroup
O'ROURKE & COMPANY, Inc3,125$266K0.13%-17413F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC3,123$266K0.07%-1,22613F-HRTimeline
Enterprise Bank & Trust Co3,122$266K0.1%-6813F-HRTimeline
Emerald Advisors, LLC3,117$265K0.04%013F-HRTimeline
First County Bank /CT/3,114$265K0.15%-1,00613F-HRTimeline
Three Cord True Wealth Management, LLC3,103$264K0.23%-10013F-HRTimeline
Arbor Investment Advisors, LLC3,099$264K0.04%-95613F-HRTimeline
Petros Family Wealth, LLC3,096$263K0.29%013F-HRTimeline
Marble Harbor Investment Counsel, LLC3,095$263K0.03%013F-HRTimeline
Main Line Retirement Advisors, LLC3,085$262K0.17%+1013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …3,084$262K0.04%013F-HRTimeline
Noble Wealth Management PBC3,076$262K0.18%013F-HRTimeline
Peak Asset Management, LLC3,075$262K0.05%013F-HRTimeline
Weaver Consulting Group3,058$260K0.08%+3413F-HRTimeline
Chancellor Financial Group WB LP3,045$259K0.22%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,042$259K0.18%+913F-HRTimeline
Savvy Advisors, Inc.3,039$258K0.03%+7113F-HRTimeline
1834 INVESTMENT ADVISORS CO3,028$258K0.03%013F-HRTimeline
Ulland Investment Advisors, LLC3,025$257K0.21%013F-HRTimeline
TPG Advisors LLC3,020$257K0.2%013F-HRTimeline
Heritage Financial Services, LLC3,015$256K0.03%+61813F-HRTimeline
Arete Wealth Advisors, LLC3,013$256K0.02%+513F-HRTimeline
CFS Investment Advisory Services, LLC3,007$256K0.02%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.3,000$255K0.1%013F-HRTimeline
Grey Ledge Advisors, LLC2,975$253K0.07%013F-HRTimeline
Objectivity Squared, LLC3,178$253K0.21%+1013F-HRTimeline
CWA Asset Management Group, LLC2,974$253K0.01%013F-HRTimeline
Galvin, Gaustad & Stein, LLC2,964$252K0.02%013F-HRTimeline
GHP Investment Advisors, Inc.2,963$252K0.01%013F-HRTimeline
TABLEAUX LLC2,960$252K0.18%013F-HRTimeline
Royal Harbor Partners, LLC2,948$251K0.1%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,944$250K0.05%-52013F-HRTimeline
First Bank & Trust2,943$250K0.05%013F-HRTimeline
Apexium Financial, LP2,930$249K0.01%+713F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…2,924$249K0.08%013F-HRTimeline
TAGStone Capital, Inc.2,915$248K0.12%013F-HRTimeline
Tennessee Valley Asset Management Partn…2,909$247K0.04%-45913F-HRTimeline
Boston Common Asset Management, LLC2,902$247K0.01%-54213F-HRTimeline
Main Street Financial Solutions, LLC2,896$246K0.02%013F-HRTimeline
FIDELITY D & D BANCORP INC2,889$246K0.16%-1613F-HRTimeline
Facet Wealth, Inc.2,859$245K0.01%+34813F-HRTimeline
Abundance Wealth Counselors2,870$244K0.05%+17213F-HRTimeline
TFG Advisers LLC2,858$243K0.09%-10213F-HRTimeline
Stephenson & Company, Inc.2,850$242K0.16%013F-HRTimeline
SCOTIA CAPITAL INC.2,843$242K<0.01%-18113F-HRTimeline
Spectrum Wealth Counsel, LLC2,836$241K0.03%+2,69113F-HRTimeline
AlphaCore Capital LLC2,827$240K0.02%new13F-HRTimeline
Shared Vision Wealth Group LLC2,818$240K0.13%+29913F-HRTimeline
Serenus Wealth Advisors, LLC2,808$239K0.04%013F-HRTimeline
TigerOak Management, L.L.C.2,807$239K0.09%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,803$238K0.01%new13F-HRTimeline
American Money Management, LLC2,800$238K0.05%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,795$238K0.01%013F-HRTimelineGroup
Exchange Capital Management, Inc.2,794$238K0.04%-28013F-HRTimeline
Nautilus Advisors LLC2,788$237K0.2%+113F-HRTimeline
Mutual Advisors, LLC2,843$237K0.01%-29513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,782$237K0.09%013F-HRTimeline
Magnolia Private Wealth, LLC2,774$236K0.2%new13F-HRTimeline
Fairman Group, LLC2,668$236K0.22%+313F-HRTimeline
HRT FINANCIAL LP2,765$235K<0.01%+21213F-HRTimeline
Trail Ridge Investment Advisors, LLC2,755$234K0.12%-1,08313F-HRTimeline
Wealth Group Ltd2,753$234K0.07%013F-HRTimeline
ENZI WEALTH2,795$233K0.09%013F-HRTimeline
BURNEY CO/2,734$233K0.01%+9113F-HRTimeline
Texas Yale Capital Corp.2,730$232K0.01%-60013F-HRTimeline
HighMark Wealth Management LLC2,722$232K0.14%013F-HRTimeline
Perkins Coie Trust Co2,720$231K0.05%013F-HRTimeline
DOHJ, LLC2,716$231K0.05%new13F-HRTimeline
Aspen Investment Management Inc2,700$230K0.11%013F-HRTimeline
Tortoise Investment Management, LLC2,700$230K0.02%013F-HR/ATimeline
Archford Capital Strategies, LLC2,700$230K0.03%-2613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,685$228K0.05%-27813F-HRTimeline
Davis Investment Partners, LLC2,868$228K0.1%013F-HRTimeline
jvl associates llc2,676$228K0.09%013F-HRTimeline
GRANDFIELD & DODD, LLC2,675$228K0.01%new13F-HRTimeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC2,667$227K0.04%new13F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC2,666$227K0.26%013F-HRTimeline
TruWealth Advisors, LLC2,664$227K0.01%-24113F-HRTimeline
Astoria Portfolio Advisors LLC.2,765$226K0.08%new13F-HRTimeline
Silverleafe Capital Partners, LLC2,640$225K0.08%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,619$223K0.01%new13F-HRTimeline
CIBC WORLD MARKET INC.2,609$222K<0.01%+513F-HRTimeline
Enclave Advisors LLC2,608$222K0.04%-23913F-HRTimeline
Roehl & Yi Investment Advisors, LLC2,605$222K0.12%new13F-HRTimeline
ARS Investment Partners, LLC2,500$221K0.02%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,595$221K<0.01%013F-HRTimelineGroup
Thrive Wealth Management, LLC2,593$221K0.04%-26313F-HRTimeline
Summit X, LLC2,578$219K0.05%+3013F-HRTimeline
MRP Capital Investments, LLC2,571$219K0.2%-1,70013F-HRTimeline
FSM Wealth Advisors, LLC2,570$219K0.05%013F-HRTimeline
Pacific Sun Financial Corp2,565$218K0.12%+2513F-HRTimeline
Wellspring Financial Advisors, LLC2,560$218K0.02%013F-HRTimeline
Asio Capital, LLC2,550$217K0.04%-18413F-HRTimeline
Park Place Capital Corp2,545$217K0.06%-1,17813F-HRTimeline
Front Row Advisors LLC2,534$216K0.08%013F-HRTimeline
Lantz Financial LLC2,530$215K0.06%new13F-HRTimeline
Horizons Wealth Management2,520$214K0.16%-18713F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC2,520$214K0.18%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,520$214K0.01%+3413F-HRTimelineGroup
Strategic Blueprint, LLC2,518$214K0.01%-4013F-HRTimeline
Clear Creek Financial Management, LLC2,518$214K0.02%-7713F-HRTimeline
Mason Investment Advisory Services, Inc.2,518$214K0.01%-17813F-HRTimeline
Vectors Research Management, LLC2,507$213K0.07%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management2,505$213K<0.01%new13F-HRTimelineGroup
LVZ, Inc.2,500$213K0.03%-74913F-HRTimeline
Alpha Omega Wealth Management LLC2,498$213K0.04%013F-HRTimeline
Vawter Financial, Ltd.2,492$212K0.12%013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC2,477$211K0.08%-9513F-HRTimeline
Monterey Private Wealth, Inc.2,470$210K0.06%+413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,465$210K<0.01%-3,10713F-HRTimelineGroup
TRUST CO OF VERMONT2,456$209K0.01%013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA2,453$209K0.01%-5913F-HRTimeline
Keystone Wealth Services, LLC2,448$208K0.06%013F-HRTimeline
Integrity Investment Advisors, LLC2,442$208K0.19%13F-HRTimeline
Ignite Planners, LLC2,466$208K0.04%+11113F-HRTimeline
Hillman Capital Management, Inc.2,429$207K0.1%+313F-HRTimeline
Ridgeline Wealth, LLC2,422$206K0.18%013F-HRTimeline
Frisch Financial Group, Inc.2,425$206K0.06%+613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,373$206K0.01%013F-HRTimeline
GDS Wealth Management2,414$205K0.02%013F-HRTimeline
Hobbs Group Advisors, LLC2,410$205K0.08%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,604$204K0.08%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,384$203K0.11%+43013F-HRTimeline
ROMANO BROTHERS AND COMPANY2,375$202K0.03%-52913F-HRTimeline
Creative Capital Management Investments…2,368$201K0.08%013F-HRTimeline
Advus Financial Partners, LLC2,356$200K0.09%013F-HR/ATimeline
Courage Miller Partners, LLC2,354$200K0.07%013F-HRTimeline
Bollard Group LLC2,352$200K0.01%+413F-HRTimeline
Millstone Evans Group, LLC2,330$198K0.13%+39813F-HRTimeline
DiNuzzo Private Wealth, Inc.2,325$198K0.02%013F-HRTimeline
Dunhill Financial, LLC2,323$198K0.09%013F-HRTimeline
Olistico Wealth, LLC2,288$195K0.12%-48313F-HRTimeline
AMERIFLEX GROUP, INC.2,221$189K0.08%-50813F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC2,149$183K0.04%+513F-HRTimeline
von Borstel & Associates, Inc.2,136$181K0.05%new13F-HRTimeline
Laurel Wealth Advisors LLC2,094$178K0.03%+7813F-HRTimeline
Topsail Wealth Management, LLC2,076$177K0.04%013F-HRTimeline
Beacon Capital Management, LLC2,024$172K0.02%+34413F-HRTimeline
WealthCollab, LLC1,954$166K0.1%013F-HRTimeline
Westwind Capital1,943$165K0.04%013F-HRTimeline
Truvestments Capital LLC1,938$165K0.04%+71113F-HRTimeline
BALLAST ADVISORS LLC1,895$161K0.05%-26913F-HRTimeline
Parkworth Wealth Management, Inc.1,892$161K0.13%+513F-HRTimeline
Capital Advisors, Ltd. LLC1,840$157K0.02%-11213F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,809$154K0.06%013F-HRTimeline
Integrity Financial Corp /WA1,805$154K0.09%+1213F-HRTimeline
Painted Porch Advisors LLC1,800$153K0.06%013F-HRTimeline
LGT Financial Advisors LLC1,762$150K0.46%+513F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,741$148K0.07%-50713F-HRTimeline
FSA Wealth Management LLC1,711$146K0.06%013F-HRTimeline
Bogart Wealth, LLC1,690$144K0.01%-4813F-HRTimeline
Hamilton Point Investment Advisors, LLC1,672$142K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,638$139K0.01%+1613F-HRTimeline
Brooklyn Investment Group1,580$134K0.03%new13F-HRTimeline
High Note Wealth, LLC1,562$133K0.03%013F-HRTimeline
Flaharty Asset Management, LLC1,541$131K0.02%new13F-HRTimeline
CVA Family Office, LLC1,539$131K0.02%013F-HRTimeline
Financial Freedom, LLC1,531$130K0.07%+213F-HRTimeline
Capital Investment Advisory Services, L…1,530$130K0.01%+15113F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,523$130K<0.01%013F-HRTimelineGroup
Covenant Partners, LLC1,508$128K0.04%-25013F-HRTimeline