IWR ISHARES TR

SHS (fund)

1,417 managers (1,432 13F filers) reported a position in IWR shares at 2025-09-30, 384,701,670 shares in all. 69 filers opened a position and 68 filers sold out during the quarter.

Managers: 1,417
13F filers: 1,432
New: 69
Added: 477
Reduced: 457
Sold out: 68
Shares held by filers: 384,701,670

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Cordgrass Capital Advisors, LLC	3,639	$351K	0.09%	+16	13F-HR Timeline
FIRST MANHATTAN CO. LLC.	3,638	$351K	<0.01%	0	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	3,615	$349K	0.12%	+1	13F-HR Timeline
AMERICAN FINANCIAL & TAX STRATEGIES INC	3,602	$348K	0.17%	-51	13F-HR Timeline
Boston Common Asset Management, LLC	3,602	$348K	0.01%	+700	13F-HR Timeline
Fisher Asset Management, LLC	3,598	$347K	<0.01%	new	13F-HR Timeline
BURNEY CO/	3,578	$345K	0.01%	+934	13F-HR Timeline
ADE, LLC	3,560	$344K	0.17%	new	13F-HR Timeline
D. SCOTT NEAL, INC.	3,560	$344K	0.16%	0	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	3,553	$343K	0.01%	+157	13F-HR Timeline Group
Crewe Advisors LLC	3,549	$343K	0.03%	0	13F-HR Timeline
UNITED BANK	3,537	$341K	0.04%	0	13F-HR Timeline
SPINNAKER TRUST	3,524	$340K	0.02%	0	13F-HR Timeline
Topel & Distasi Wealth Management, LLC	3,522	$340K	0.17%	0	13F-HR Timeline
Bruce G. Allen Investments, LLC	3,508	$339K	0.24%	+12	13F-HR Timeline
Journey Beyond Wealth, LLC	3,448	$333K	0.27%	0	13F-HR Timeline
HOWLAND CAPITAL MANAGEMENT LLC	3,416	$330K	0.01%	-100	13F-HR Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	3,413	$329K	0.03%	+3	13F-HR Timeline Group
Madden Advisory Services, Inc.	3,404	$329K	0.13%	+8	13F-HR Timeline
ACIMA PRIVATE WEALTH, LLC	3,404	$329K	0.1%	0	13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	3,400	$328K	0.06%	-411	13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	3,370	$325K	0.36%	-115	13F-HR Timeline
Biltmore Family Office, LLC	3,347	$323K	0.05%	0	13F-HR Timeline
Kure Advisory, LLC	3,335	$322K	0.2%	0	13F-HR Timeline
Objectivity Squared, LLC	3,304	$319K	0.19%	+117	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	3,300	$319K	0.02%	0	13F-HR Timeline
Avantax Planning Partners, Inc.	3,300	$319K	0.01%	-661	13F-HR Timeline
Sage Financial Management Group, Inc.	3,293	$318K	0.1%	0	13F-HR Timeline
Future Fund LLC	3,286	$317K	0.11%	0	13F-HR Timeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management	3,285	$317K	0.04%	0	13F-HR Timeline Group
MERIDIAN INVESTMENT COUNSEL INC.	3,275	$316K	0.08%	0	13F-HR Timeline
Legacy Wealth Management, LLC / MS	3,273	$316K	0.1%	-1,008	13F-HR Timeline
ARS Wealth Advisors Group, LLC	3,259	$315K	0.03%	+2	13F-HR Timeline
Balefire, LLC	3,254	$314K	0.06%	-1,045	13F-HR Timeline
GHP Investment Advisors, Inc.	3,229	$312K	0.01%	0	13F-HR Timeline
Detalus Advisors, LLC	3,218	$311K	0.08%	-38	13F-HR Timeline
AlTi Global, Inc.in group AlTi Global, Inc.	3,216	$311K	0.01%	0	13F-HR Timeline Group
Tennessee Valley Asset Management Partn…	3,197	$309K	0.04%	new	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	3,194	$308K	0.01%	0	13F-HR Timeline
Willow Creek Wealth Management Inc.	3,187	$308K	0.03%	-366	13F-HR Timeline
RPS ADVISORY SOLUTIONS LLC	3,187	$308K	0.15%	new	13F-HR Timeline
Riverview Trust Co	3,180	$307K	0.37%	0	13F-HR Timeline
Thrive Capital Management, LLC	3,171	$306K	0.08%	new	13F-HR Timeline
ALLSTATE CORPin group ALLSTATE CORP	3,150	$304K	0.01%	new	13F-HR Timeline Group
Strategic Financial Concepts, LLC	3,149	$304K	0.04%	+10	13F-HR Timeline
RFG - Bristol Wealth Advisors, LLC	3,145	$304K	0.09%	-464	13F-HR Timeline
Arete Wealth Advisors, LLC	3,141	$303K	0.02%	+218	13F-HR Timeline
Diversified Portfolios, Inc.	3,138	$303K	0.03%	-12	13F-HR Timeline
O'ROURKE & COMPANY, Inc	3,125	$302K	0.13%	0	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	3,124	$302K	0.05%	-25	13F-HR Timeline
ROCKLAND TRUST CO	3,122	$301K	0.01%	new	13F-HR Timeline
Emerald Advisors, LLC	3,117	$301K	0.04%	0	13F-HR Timeline
Main Line Retirement Advisors, LLC	3,104	$300K	0.15%	+10	13F-HR Timeline
Members Trust Co	3,104	$300K	0.01%	-1,345	13F-HR Timeline
Three Cord True Wealth Management, LLC	3,103	$300K	0.2%	0	13F-HR Timeline
Arbor Investment Advisors, LLC	3,099	$299K	0.04%	0	13F-HR Timeline
Petros Family Wealth, LLC	3,096	$299K	0.25%	0	13F-HR Timeline
Marble Harbor Investment Counsel, LLC	3,095	$299K	0.03%	0	13F-HR Timeline
Holt Capital Advisors, L.L.C. dba Holt …	3,084	$298K	0.05%	0	13F-HR Timeline
First Bank & Trust	3,082	$298K	0.05%	+139	13F-HR Timeline
GREAT OAK CAPITAL PARTNERS, LLC	3,078	$297K	0.08%	+11	13F-HR Timeline
Peak Asset Management, LLC	3,075	$297K	0.05%	0	13F-HR Timeline
Weaver Consulting Group	3,058	$295K	0.08%	0	13F-HR Timeline
PLANWISER FINANCIAL, LLC	3,075	$294K	0.23%	-82	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	3,042	$294K	0.19%	0	13F-HR Timeline
1834 INVESTMENT ADVISORS CO	3,028	$292K	0.04%	0	13F-HR Timeline
Noble Wealth Management PBC	3,026	$292K	0.16%		13F-HR Timeline
Ulland Investment Advisors, LLC	3,025	$292K	0.22%	0	13F-HR Timeline
ADIRONDACK TRUST CO	3,022	$292K	0.1%	+517	13F-HR Timeline
TPG Advisors LLC	3,020	$292K	0.19%	0	13F-HR Timeline
Formidable Asset Management, LLC	3,160	$291K	0.05%	0	13F-HR Timeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC	3,000	$290K	<0.01%	-1,200	13F-HR Timeline Group
DHJJ Financial Advisors, Ltd.	3,000	$290K	0.1%	0	13F-HR Timeline
Obsidian Personal Planning Solutions LLC	3,015	$289K	0.1%	0	13F-HR Timeline
Royal Harbor Partners, LLC	2,987	$288K	0.1%	0	13F-HR Timeline
Grey Ledge Advisors, LLC	2,975	$287K	0.07%	0	13F-HR Timeline
Columbia Bank	2,983	$287K	0.08%	new	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	2,964	$286K	0.02%	0	13F-HR Timeline
Pure Financial Advisors, LLC	2,958	$286K	<0.01%	-54	13F-HR Timeline
PEDDOCK CAPITAL ADVISORS, LLC	2,949	$285K	0.06%	-54	13F-HR Timeline
Apexium Financial, LP	2,946	$284K	0.01%	+9	13F-HR Timeline
Accelerate Investment Advisors LLC	2,938	$284K	0.19%	-65	13F-HR Timeline
CFS Investment Advisory Services, LLC	2,910	$283K	0.02%	+141	13F-HR Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	2,924	$282K	0.07%	0	13F-HR Timeline
TAGStone Capital, Inc.	2,915	$281K	0.11%	0	13F-HR Timeline
Plan A Wealth LLC	2,915	$281K	0.14%	-200	13F-HR Timeline
Chancellor Financial Group WB LP	2,914	$281K	0.2%	-132	13F-HR Timeline
ORG Partners LLC	2,910	$281K	0.05%	new	13F-HR Timeline
First County Bank /CT/	2,883	$278K	0.14%	-175	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	2,882	$278K	<0.01%	-76	13F-HR Timeline Group
Davis Investment Partners, LLC	2,868	$277K	0.09%	0	13F-HR Timeline
Main Street Financial Solutions, LLC	2,860	$276K	0.02%	0	13F-HR Timeline
Shared Vision Wealth Group LLC	2,874	$276K	0.12%	+120	13F-HR Timeline
NIXON PEABODY TRUST CO	2,850	$275K	0.02%	-500	13F-HR Timeline
TigerOak Management, L.L.C.	2,807	$271K	0.08%	0	13F-HR Timeline
Fairman Group, LLC	2,803	$271K	0.22%	+5	13F-HR Timeline
American Money Management, LLC	2,800	$270K	0.05%	0	13F-HR Timeline
Nautilus Advisors LLC	2,791	$269K	0.18%	+2	13F-HR Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC	2,782	$269K	0.08%	0	13F-HR Timeline
K.J. Harrison & Partners Inc	2,769	$268K	0.04%	new	13F-HR Timeline
ZWJ INVESTMENT COUNSEL INC	2,759	$266K	0.01%	new	13F-HR Timeline
Centerpoint Advisory Group	2,753	$266K	0.21%	-437	13F-HR Timeline
Wealth Group Ltd	2,753	$266K	0.06%	0	13F-HR Timeline
ENZI WEALTH	2,795	$266K	0.09%	0	13F-HR Timeline
Lantz Financial LLC	2,752	$266K	0.06%	0	13F-HR Timeline
Stephenson & Company, Inc.	2,750	$266K	0.15%	0	13F-HR Timeline
Octavia Wealth Advisors, LLC	2,741	$265K	0.03%	-85	13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	2,734	$264K	0.01%	-61	13F-HR Timeline Group
Hilltop Holdings Inc.in group Hilltop Holdings Inc.	2,720	$263K	0.01%	-877	13F-HR Timeline Group
GRANDFIELD & DODD, LLC	2,713	$262K	0.01%	0	13F-HR Timeline
INTEGRAL INVESTMENT ADVISORS, INC.	2,706	$261K	0.07%	0	13F-HR Timeline
Aspen Investment Management Inc	2,700	$261K	0.1%	0	13F-HR Timeline
Tortoise Investment Management, LLC	2,700	$261K	0.02%	0	13F-HR Timeline
Archford Capital Strategies, LLC	2,700	$261K	0.03%	0	13F-HR Timeline
Abundance Wealth Counselors	2,698	$260K	0.04%	0	13F-HR Timeline
Fiduciary Group, LLC	2,698	$260K	0.02%	+330	13F-HR Timeline
Front Row Advisors LLC	2,694	$260K	0.09%	0	13F-HR Timeline
TruWealth Advisors, LLC	2,682	$259K	0.01%	+18	13F-HR Timeline
Qube Research & Technologies Ltd	2,682	$259K	<0.01%	-6,571	13F-HR Timeline
Heritage Financial Services, LLC	2,677	$258K	0.02%	-452	13F-HR Timeline
jvl associates llc	2,676	$258K	0.09%	0	13F-HR Timeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC	2,667	$257K	0.04%	0	13F-HR Timeline Group
CIBC WORLD MARKET INC.	2,660	$257K	<0.01%	-153	13F-HR Timeline
American Trust	2,655	$256K	0.02%	+172	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	2,643	$255K	0.11%	0	13F-HR Timeline
Silverleafe Capital Partners, LLC	2,640	$255K	0.08%	0	13F-HR Timeline
ARS Investment Partners, LLC	2,639	$255K	0.02%	+139	13F-HR Timeline
PINKERTON WEALTH, LLC	2,621	$253K	0.03%	0	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	2,620	$253K	0.01%	+8	13F-HR Timeline
Alaethes Wealth, LLC	2,618	$253K	0.07%	0	13F-HR Timeline
Perkins Coie Trust Co	2,610	$252K	0.05%	-90	13F-HR Timeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC	2,595	$251K	<0.01%	0	13F-HR Timeline Group
Thrive Wealth Management, LLC	2,593	$250K	0.04%	0	13F-HR Timeline
FSM Wealth Advisors, LLC	2,570	$248K	0.04%	0	13F-HR Timeline
Pacific Sun Financial Corp	2,565	$248K	0.12%	0	13F-HR Timeline
TRUST CO OF VERMONT	2,542	$245K	0.01%	+86	13F-HR Timeline
Principle Wealth Partners LLC	2,540	$245K	0.01%	-320	13F-HR Timeline
Henrickson Nauta Wealth Advisors, Inc.	2,536	$245K	0.08%	-32	13F-HR Timeline
BridgePort Financial Solutions, LLC	2,528	$244K	0.07%	-3	13F-HR Timeline
Clear Creek Financial Management, LLC	2,518	$243K	0.02%	0	13F-HR Timeline
Bright Futures Wealth Management, LLC.	2,512	$243K	0.19%		13F-HR Timeline
Vectors Research Management, LLC	2,507	$242K	0.08%	0	13F-HR Timeline
LVZ, Inc.	2,500	$241K	0.03%	-517	13F-HR Timeline
ACCREDITED INVESTOR SERVICES, LLC	2,500	$241K	0.17%	-20	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	2,496	$241K	0.11%	+30	13F-HR Timeline
SCOTIA CAPITAL INC.	2,493	$241K	<0.01%	-350	13F-HR Timeline
Vawter Financial, Ltd.	2,492	$241K	0.11%	new	13F-HR/A Timeline
Asio Capital, LLC	2,485	$240K	0.04%	-65	13F-HR Timeline
FIDELITY D & D BANCORP INC	2,476	$239K	0.13%	0	13F-HR Timeline
Ignite Planners, LLC	2,467	$238K	0.04%	+1	13F-HR Timeline
Vident Advisory, LLCin group Vident Advisory, LLC	2,465	$238K	<0.01%	0	13F-HR Timeline Group
Lansing Street Advisors	2,460	$238K	0.06%	-10,482	13F-HR Timeline
HighMark Wealth Management LLC	2,454	$237K	0.1%	+4	13F-HR Timeline
Keystone Wealth Services, LLC	2,448	$236K	0.05%	0	13F-HR Timeline
Horizons Wealth Management	2,446	$236K	0.16%	-17	13F-HR Timeline
Beacon Capital Management, LLC	2,438	$235K	0.03%	+194	13F-HR Timeline
Frisch Financial Group, Inc.	2,437	$235K	0.05%	+6	13F-HR Timeline
Hillman Capital Management, Inc.	2,433	$235K	0.14%	0	13F-HR Timeline
Enclave Advisors LLC	2,431	$235K	0.04%	+1	13F-HR Timeline
GDS Wealth Management	2,425	$234K	0.02%	+11	13F-HR Timeline
Hobbs Group Advisors, LLC	2,410	$233K	0.07%	0	13F-HR Timeline
SigFig Wealth Management, LLC	2,403	$232K	0.01%	new	13F-HR Timeline
BALDWIN WEALTH PARTNERS LLC/MA	2,396	$231K	0.02%	0	13F-HR Timeline
Dunhill Financial, LLC	2,390	$231K	0.06%	0	13F-HR Timeline
Hilltop Partners LLC	2,389	$231K	0.07%	+2	13F-HR Timeline
MARINO, STRAM & ASSOCIATES LLC	2,385	$230K	0.04%	-192	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	2,375	$229K	0.03%	0	13F-HR Timeline
BERKSHIRE ASSET MANAGEMENT LLC/PA	2,373	$229K	0.01%	0	13F-HR Timeline
Creative Capital Management Investments…	2,368	$229K	0.07%	0	13F-HR Timeline
Alpha Omega Wealth Management LLC	2,367	$229K	0.04%	-131	13F-HR/A Timeline
Bollard Group LLC	2,361	$228K	0.01%	+5	13F-HR Timeline
Advus Financial Partners, LLC	2,356	$227K	0.08%	-20	13F-HR/A Timeline
Courage Miller Partners, LLC	2,354	$227K	0.07%	0	13F-HR Timeline
Tradition Wealth Management, LLC	2,325	$224K	0.02%	+1	13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	2,323	$224K	0.02%	+96	13F-HR Timeline
Welch Group, LLC	2,321	$224K	0.01%	+17	13F-HR Timeline
Compass Ion Advisors, LLC	2,316	$224K	0.02%	0	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	2,325	$223K	0.03%	0	13F-HR Timeline
PITCAIRN COin group PITCAIRN CO	2,312	$223K	0.02%	0	13F-HR Timeline Group
WEDBUSH SECURITIES INC	2,309	$223K	0.01%	-6,151	13F-HR Timeline
Athena Investment Management	2,299	$222K	0.12%	0	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	2,299	$222K	<0.01%	0	13F-HR Timeline
Benchmark Financial Wealth Advisors, LLC	2,296	$222K	0.07%	+8	13F-HR Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …	2,290	$221K	0.03%	-5	13F-HR/A Timeline Group
MainStreet Investment Advisors LLC	2,283	$220K	0.03%	0	13F-HR Timeline
Confluence Wealth Services, Inc.	2,280	$220K	0.01%	0	13F-HR Timeline
Signal Advisors Wealth, LLC	2,269	$219K	0.02%	new	13F-HR Timeline
Warburton Capital Management, LLC	2,272	$219K	0.13%	0	13F-HR Timeline
PURE PORTFOLIOS HOLDINGS LLC	2,260	$218K	0.07%	-22	13F-HR Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	2,254	$218K	<0.01%	0	13F-HR Timeline Group
Roehl & Yi Investment Advisors, LLC	2,252	$217K	0.09%	+10	13F-HR Timeline
MONEY CONCEPTS CAPITAL CORP	2,249	$217K	0.01%	new	13F-HR Timeline
MARIETTA INVESTMENT PARTNERS LLC	2,245	$217K	0.04%	new	13F-HR Timeline
Firestone Capital Management	2,224	$215K	0.05%	0	13F-HR Timeline
Stokes Family Office, LLC	2,224	$215K	0.02%	+16	13F-HR Timeline
Barry Investment Advisors, LLC	2,222	$215K	0.05%	new	13F-HR Timeline
PERSONAL CFO SOLUTIONS, LLC	2,217	$214K	0.04%	-1,071	13F-HR Timeline
Mission Creek Capital Partners, Inc.	2,217	$214K	0.04%	0	13F-HR Timeline
Premier Financial Group	2,208	$212K	0.06%	0	13F-HR Timeline
Fingerlakes Wealth Management, Inc.	2,194	$212K	0.14%	+5	13F-HR Timeline