IWR ISHARES TR

SHS (fund)

1,431 managers (1,445 13F filers) reported a position in IWR shares at 2025-06-30, 374,864,816 shares in all. 114 filers opened a position and 48 filers sold out during the quarter.

Managers: 1,431
13F filers: 1,445
New: 114
Added: 454
Reduced: 471
Sold out: 48
Shares held by filers: 374,864,816

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FIRST MANHATTAN CO. LLC.	3,638	$335K	<0.01%	-950	13F-HR Timeline
KINGSWOOD WEALTH ADVISORS, LLC	3,629	$334K	0.03%	+84	13F-HR Timeline
Cordgrass Capital Advisors, LLC	3,623	$333K	0.09%	0	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	3,614	$332K	0.12%	+136	13F-HR Timeline
RFG - Bristol Wealth Advisors, LLC	3,609	$332K	0.1%	-108	13F-HR Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.	3,597	$331K	0.02%	-29,559	13F-HR Timeline Group
Poehling Capital Management, INC.	3,588	$330K	0.08%	0	13F-HR Timeline
Mutual Advisors, LLC	3,450	$329K	0.01%	+607	13F-HR Timeline
D. SCOTT NEAL, INC.	3,560	$327K	0.16%	0	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	3,558	$327K	0.05%	0	13F-HR Timeline
Willow Creek Wealth Management Inc.	3,553	$327K	0.03%	-537	13F-HR Timeline
Herold Advisors, Inc.	3,550	$326K	0.07%	-1,450	13F-HR Timeline
Crewe Advisors LLC	3,549	$326K	0.05%	+285	13F-HR Timeline
UNITED BANK	3,537	$325K	0.04%	0	13F-HR Timeline
SPINNAKER TRUST	3,524	$324K	0.02%	0	13F-HR Timeline
Topel & Distasi Wealth Management, LLC	3,522	$324K	0.17%	0	13F-HR Timeline
HOWLAND CAPITAL MANAGEMENT LLC	3,516	$323K	0.01%	0	13F-HR Timeline
Bruce G. Allen Investments, LLC	3,496	$322K	0.24%	+10	13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	3,485	$321K	0.37%	-195	13F-HR Timeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…	3,453	$318K	<0.01%	0	13F-HR Timeline Group
Journey Beyond Wealth, LLC	3,448	$317K	0.27%	0	13F-HR Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	3,410	$314K	0.03%	+2	13F-HR Timeline Group
Von Berge Wealth Management Group, LLC	3,317	$313K	0.18%	+1	13F-HR Timeline
ACIMA PRIVATE WEALTH, LLC	3,404	$313K	0.11%	0	13F-HR Timeline
Quadrature Capital Ltdin group Quadrature Capital Ltd	3,402	$313K	0.01%	new	13F-HR Timeline Group
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	3,396	$312K	0.01%	-89	13F-HR Timeline Group
Madden Advisory Services, Inc.	3,396	$312K	0.13%	-126	13F-HR Timeline
UNION SAVINGS BANK	3,329	$312K	0.14%	0	13F-HR Timeline
Towerpoint Wealth, LLC	3,380	$311K	0.14%	new	13F-HR Timeline
Revolve Wealth Partners, LLC	3,360	$309K	0.04%	0	13F-HR Timeline
NIXON PEABODY TRUST CO	3,350	$308K	0.02%	-35	13F-HR Timeline
Biltmore Family Office, LLC	3,347	$308K	0.05%	0	13F-HR Timeline
Kure Advisory, LLC	3,335	$307K	0.2%	0	13F-HR/A Timeline
United Community Bankin group United Community Bank	3,301	$304K	0.1%	-700	13F-HR Timeline Group
GUYASUTA INVESTMENT ADVISORS INC	3,300	$304K	0.02%	0	13F-HR Timeline
Sage Financial Management Group, Inc.	3,293	$303K	0.1%	-280	13F-HR Timeline
PERSONAL CFO SOLUTIONS, LLC	3,288	$302K	0.06%	new	13F-HR Timeline
Future Fund LLC	3,286	$302K	0.13%	new	13F-HR Timeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management	3,285	$302K	0.05%	-550	13F-HR Timeline Group
MERIDIAN INVESTMENT COUNSEL INC.	3,275	$301K	0.08%	0	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	3,238	$300K	0.2%	new	13F-HR Timeline
Parkside Advisors LLC	3,259	$300K	0.07%	new	13F-HR Timeline
PLANWISER FINANCIAL, LLC	3,157	$300K	0.26%	-88	13F-HR Timeline
ARS Wealth Advisors Group, LLC	3,257	$300K	0.03%	-242	13F-HR Timeline
Detalus Advisors, LLC	3,256	$299K	0.09%	+1	13F-HR Timeline
GHP Investment Advisors, Inc.	3,229	$297K	0.01%	+266	13F-HR Timeline
AlTi Global, Inc.in group AlTi Global, Inc.	3,216	$296K	0.01%	0	13F-HR Timeline Group
Waterloo Capital, L.P.	3,213	$296K	0.02%	-93,216	13F-HR Timeline
Schonfeld Strategic Advisors LLC	3,200	$294K	<0.01%	new	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	3,194	$294K	0.01%	0	13F-HR Timeline
Centerpoint Advisory Group	3,190	$293K	0.25%	new	13F-HR Timeline
Objectivity Squared, LLC	3,187	$293K	0.2%	+9	13F-HR Timeline
Riverview Trust Co	3,180	$292K	0.36%	0	13F-HR Timeline
Midwest Financial Group LLC	3,175	$292K	0.15%	new	13F-HR Timeline
Diversified Portfolios, Inc.	3,150	$290K	0.03%	0	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	3,149	$290K	0.05%	new	13F-HR Timeline
Strategic Financial Concepts, LLC	3,139	$289K	0.04%	-12,484	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	3,132	$288K	<0.01%	-536	13F-HR/A Timeline Group
Heritage Financial Services, LLC	3,129	$288K	0.03%	+114	13F-HR Timeline
O'ROURKE & COMPANY, Inc	3,125	$287K	0.13%	0	13F-HR Timeline
Enterprise Bank & Trust Co	3,122	$287K	0.11%	0	13F-HR Timeline
Emerald Advisors, LLC	3,117	$287K	0.04%	0	13F-HR Timeline
Plan A Wealth LLC	3,115	$286K	0.16%	-2,654	13F-HR Timeline
GREAT OAK CAPITAL PARTNERS, LLC	3,067	$286K	0.08%	+18	13F-HR Timeline
Factor Wealth Management LTD	3,104	$285K	0.08%	new	13F-HR Timeline
Three Cord True Wealth Management, LLC	3,103	$285K	0.21%	0	13F-HR/A Timeline
Arbor Investment Advisors, LLC	3,099	$285K	0.04%	0	13F-HR Timeline
Petros Family Wealth, LLC	3,096	$285K	0.26%	0	13F-HR Timeline
Marble Harbor Investment Counsel, LLC	3,095	$285K	0.03%	0	13F-HR Timeline
Main Line Retirement Advisors, LLC	3,094	$285K	0.16%	+9	13F-HR Timeline
Strategic Wealth Partners, Ltd.	3,091	$284K	0.02%		13F-HR Timeline
Holt Capital Advisors, L.L.C. dba Holt …	3,084	$284K	0.05%	0	13F-HR Timeline
Peak Asset Management, LLC	3,075	$283K	0.05%	0	13F-HR Timeline
Weaver Consulting Group	3,058	$281K	0.08%	0	13F-HR Timeline
First County Bank /CT/	3,058	$281K	0.15%	-56	13F-HR Timeline
Chancellor Financial Group WB LP	3,046	$280K	0.22%	+1	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	3,042	$280K	0.19%	0	13F-HR Timeline
1834 INVESTMENT ADVISORS CO	3,028	$278K	0.04%	0	13F-HR Timeline
Ulland Investment Advisors, LLC	3,025	$278K	0.21%	0	13F-HR Timeline
TPG Advisors LLC	3,020	$278K	0.2%	0	13F-HR Timeline
LVZ, Inc.	3,017	$277K	0.03%	+517	13F-HR Timeline
Obsidian Personal Planning Solutions LLC	3,015	$277K	0.11%	new	13F-HR Timeline
Pure Financial Advisors, LLC	3,012	$277K	<0.01%	new	13F-HR Timeline
Accelerate Investment Advisors LLC	3,003	$276K	0.21%	new	13F-HR Timeline
PEDDOCK CAPITAL ADVISORS, LLC	3,003	$276K	0.06%	-120	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	3,000	$276K	0.1%	0	13F-HR Timeline
Tillman Hartley LLC	3,000	$276K	0.08%	new	13F-HR Timeline
Royal Harbor Partners, LLC	2,987	$275K	0.1%	+39	13F-HR Timeline
Grey Ledge Advisors, LLC	2,975	$274K	0.07%	0	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	2,964	$273K	0.02%	0	13F-HR Timeline
TABLEAUX LLC	2,960	$272K	0.16%	0	13F-HR/A Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	2,958	$272K	0.01%	-1,340	13F-HR Timeline Group
TOBIAS FINANCIAL ADVISORS, INC.	2,944	$271K	0.05%	0	13F-HR Timeline
First Bank & Trust	2,943	$271K	0.05%	0	13F-HR Timeline
TAGStone Capital, Inc.	2,915	$271K	0.11%	0	13F-HR Timeline
Apexium Financial, LP	2,937	$270K	0.01%	+7	13F-HR Timeline
Arete Wealth Advisors, LLC	2,923	$269K	0.02%	-90	13F-HR Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	2,924	$269K	0.07%	0	13F-HR Timeline
Formidable Asset Management, LLC	3,160	$269K	0.04%	0	13F-HR Timeline
Strategic Blueprint, LLC	2,917	$268K	0.01%	+399	13F-HR Timeline
XTX Topco Ltdin group XTX Topco Ltd	2,903	$267K	0.01%	new	13F-HR Timeline Group
Boston Common Asset Management, LLC	2,902	$267K	0.01%	0	13F-HR Timeline
Davis Investment Partners, LLC	2,868	$264K	0.09%	0	13F-HR Timeline
Principle Wealth Partners LLC	2,860	$263K	0.02%	new	13F-HR Timeline
Main Street Financial Solutions, LLC	2,860	$263K	0.02%	-36	13F-HR Timeline
SeaCrest Wealth Management, LLC	2,848	$262K	0.03%	new	13F-HR Timeline
SCOTIA CAPITAL INC.	2,843	$261K	<0.01%	0	13F-HR Timeline
ENZI WEALTH	2,795	$260K	0.1%	0	13F-HR Timeline
Octavia Wealth Advisors, LLC	2,826	$260K	0.03%	-411	13F-HR Timeline
TFG Advisers LLC	2,824	$260K	0.09%	-34	13F-HR Timeline
OLD MISSION CAPITAL LLC	2,824	$260K	0.01%	new	13F-HR Timeline
CIBC WORLD MARKET INC.	2,813	$259K	<0.01%	+204	13F-HR Timeline
TigerOak Management, L.L.C.	2,807	$258K	0.09%	0	13F-HR Timeline
Shared Vision Wealth Group LLC	2,754	$258K	0.13%	-64	13F-HR Timeline
American Money Management, LLC	2,800	$258K	0.05%	0	13F-HR Timeline
Fairman Group, LLC	2,798	$257K	0.21%	+130	13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	2,795	$257K	0.01%	0	13F-HR Timeline Group
Exchange Capital Management, Inc.	2,794	$257K	0.04%	0	13F-HR Timeline
Nautilus Advisors LLC	2,789	$257K	0.19%	+1	13F-HR Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC	2,782	$256K	0.09%	0	13F-HR Timeline
CFS Investment Advisory Services, LLC	2,769	$255K	0.02%	-238	13F-HR Timeline
Amplius Wealth Advisors, LLC	2,767	$254K	0.02%	new	13F-HR Timeline
Wealth Group Ltd	2,753	$253K	0.06%	0	13F-HR Timeline
Lantz Financial LLC	2,752	$253K	0.06%	+222	13F-HR Timeline
Stephenson & Company, Inc.	2,750	$253K	0.15%	-100	13F-HR Timeline
Texas Yale Capital Corp.	2,730	$251K	0.01%	0	13F-HR Timeline
GRANDFIELD & DODD, LLC	2,713	$250K	0.01%	+38	13F-HR Timeline
Vise Technologies, Inc.	2,711	$249K	0.01%		13F-HR Timeline
INTEGRAL INVESTMENT ADVISORS, INC.	2,706	$249K	0.07%	-1,100	13F-HR Timeline
Savvy Advisors, Inc.	2,702	$248K	0.02%	-337	13F-HR Timeline
Tortoise Investment Management, LLC	2,700	$248K	0.02%	0	13F-HR Timeline
Archford Capital Strategies, LLC	2,700	$248K	0.03%	0	13F-HR Timeline
Perkins Coie Trust Co	2,700	$248K	0.04%	-20	13F-HR Timeline
Aspen Investment Management Inc	2,700	$248K	0.1%	0	13F-HR Timeline
Abundance Wealth Counselors	2,698	$248K	0.05%	-172	13F-HR Timeline
Front Row Advisors LLC	2,694	$248K	0.09%	+160	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	2,643	$248K	0.12%	-112	13F-HR Timeline
jvl associates llc	2,676	$246K	0.09%	0	13F-HR Timeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC	2,667	$245K	0.04%	0	13F-HR Timeline Group
TruWealth Advisors, LLC	2,664	$245K	0.01%	0	13F-HR Timeline
BURNEY CO/	2,644	$243K	0.01%	-90	13F-HR Timeline
Silverleafe Capital Partners, LLC	2,640	$243K	0.08%	0	13F-HR Timeline
SoundView Advisors Inc.	2,642	$242K	0.09%	new	13F-HR Timeline
PINKERTON WEALTH, LLC	2,621	$241K	0.03%	new	13F-HR Timeline
Alaethes Wealth, LLC	2,618	$241K	0.07%	-1,200	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	2,612	$240K	0.01%	-7	13F-HR Timeline
FSM Wealth Advisors, LLC	2,570	$239K	0.04%	0	13F-HR Timeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC	2,595	$239K	<0.01%	0	13F-HR Timeline Group
Thrive Wealth Management, LLC	2,593	$238K	0.04%	0	13F-HR Timeline
Summit X, LLC	2,578	$237K	0.04%	0	13F-HR Timeline
MARINO, STRAM & ASSOCIATES LLC	2,577	$237K	0.05%	-108	13F-HR Timeline
MRP Capital Investments, LLC	2,571	$236K	0.16%	0	13F-HR Timeline
Henrickson Nauta Wealth Advisors, Inc.	2,568	$236K	0.08%	-36	13F-HR Timeline
Pacific Sun Financial Corp	2,565	$236K	0.12%	0	13F-HR Timeline
Founders Financial Alliance, LLC	2,559	$235K	0.05%	-2,731	13F-HR Timeline
Asio Capital, LLC	2,550	$235K	0.04%	0	13F-HR Timeline
BridgePort Financial Solutions, LLC	2,531	$233K	0.08%	new	13F-HR Timeline
ACCREDITED INVESTOR SERVICES, LLC	2,520	$232K	0.18%	0	13F-HR Timeline
Mason Investment Advisory Services, Inc.	2,519	$232K	0.01%	+1	13F-HR Timeline
Ignite Planners, LLC	2,466	$232K	0.04%	0	13F-HR/A Timeline
Clear Creek Financial Management, LLC	2,518	$232K	0.02%	0	13F-HR Timeline
Vectors Research Management, LLC	2,507	$231K	0.08%	0	13F-HR Timeline
ADIRONDACK TRUST CO	2,505	$230K	0.08%	-1,154	13F-HR Timeline
ARS Investment Partners, LLC	2,500	$230K	0.02%	0	13F-HR Timeline
Alpha Omega Wealth Management LLC	2,498	$230K	0.04%	0	13F-HR Timeline
American Trust	2,483	$228K	0.02%	new	13F-HR Timeline
FIDELITY D & D BANCORP INC	2,476	$228K	0.14%	-413	13F-HR Timeline
PARTNERS WEALTH MANAGEMENT, LLC	2,666	$228K	0.26%	0	13F-HR Timeline
Nilsine Partners, LLC	2,474	$228K	0.02%	new	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	2,466	$227K	0.11%	+82	13F-HR Timeline
Vident Advisory, LLCin group Vident Advisory, LLC	2,465	$227K	<0.01%	0	13F-HR Timeline Group
Horizons Wealth Management	2,463	$227K	0.16%	-57	13F-HR Timeline
TRUST CO OF VERMONT	2,456	$226K	0.01%	0	13F-HR Timeline
HighMark Wealth Management LLC	2,450	$225K	0.11%	-272	13F-HR Timeline
Integrity Investment Advisors, LLC	2,450	$225K	0.17%	+8	13F-HR Timeline
Keystone Wealth Services, LLC	2,448	$225K	0.05%	0	13F-HR Timeline
Frisch Financial Group, Inc.	2,431	$224K	0.05%	+6	13F-HR Timeline
Legacy Advisors, LLC	20,593	$224K	3.63%	-209,402	13F-HR Timeline
Hillman Capital Management, Inc.	2,433	$224K	0.12%	+4	13F-HR Timeline
Enclave Advisors LLC	2,430	$224K	0.04%	-178	13F-HR Timeline
Monte Financial Group, LLC	2,422	$223K	0.09%	new	13F-HR Timeline
GDS Wealth Management	2,414	$222K	0.02%	0	13F-HR Timeline
Hobbs Group Advisors, LLC	2,410	$222K	0.08%	0	13F-HR Timeline
NOVUS ADVISORS, LLC	2,401	$221K	0.34%	-1,676	13F-HR Timeline
BALDWIN WEALTH PARTNERS LLC/MA	2,396	$220K	0.01%	-57	13F-HR Timeline
Dunhill Financial, LLC	2,390	$220K	0.06%	+67	13F-HR Timeline
Hilltop Partners LLC	2,387	$220K	0.07%	new	13F-HR Timeline
Advus Financial Partners, LLC	2,376	$219K	0.09%	+20	13F-HR/A Timeline
ROMANO BROTHERS AND COMPANY	2,375	$218K	0.03%	0	13F-HR Timeline
BERKSHIRE ASSET MANAGEMENT LLC/PA	2,373	$218K	0.01%	0	13F-HR Timeline
Fiduciary Group, LLC	2,368	$218K	0.02%	new	13F-HR Timeline
Creative Capital Management Investments…	2,368	$218K	0.08%	0	13F-HR Timeline
Apella Capital, LLC	2,339	$218K	0.01%	new	13F-HR Timeline
Bollard Group LLC	2,356	$217K	<0.01%	+4	13F-HR Timeline
Courage Miller Partners, LLC	2,354	$216K	0.07%	0	13F-HR Timeline
Warburton Capital Management, LLC	2,272	$215K	0.13%	new	13F-HR Timeline
Tyler-Stone Wealth Management	2,332	$215K	0.03%	new	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	2,328	$214K	0.01%	new	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	2,325	$214K	0.03%	0	13F-HR Timeline
Tradition Wealth Management, LLC	2,324	$214K	0.02%	new	13F-HR Timeline