IWR ISHARES TR

SHS (fund)

1,510 managers (1,528 13F filers) reported a position in IWR shares at 2025-12-31, 400,670,070 shares in all. 93 filers opened a position and 65 filers sold out during the quarter.

Managers: 1,510
13F filers: 1,528
New: 93
Added: 557
Reduced: 417
Sold out: 65
Shares held by filers: 400,670,070

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Bouchey Financial Group, Ltd.	4,251	$409K	0.03%	-48	13F-HR Timeline
MTM Investment Management, LLC	4,229	$407K	0.13%	0	13F-HR Timeline
BlueChip Wealth Advisors LLC	4,218	$406K	0.17%	0	13F-HR Timeline
ORG Partners LLC	4,216	$406K	0.07%	+1,306	13F-HR Timeline
CAPITAL CITY TRUST CO/FL	4,214	$406K	0.09%	0	13F-HR Timeline
NORTHEAST INVESTMENT MANAGEMENT	4,209	$405K	0.02%	0	13F-HR Timeline
SENTINEL TRUST CO LBA	4,165	$401K	0.04%	0	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	4,158	$400K	0.06%	-88	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	4,144	$399K	0.01%	+1,524	13F-HR Timeline
Versant Capital Management, Inc	4,144	$399K	0.05%	0	13F-HR Timeline
Baker Avenue Asset Management, LP	4,137	$398K	0.01%	+16	13F-HR Timeline
Magnus Financial Group LLC	4,124	$397K	0.03%	+15	13F-HR Timeline
Ironwood Wealth Management, LLC.	4,114	$396K	0.12%	+127	13F-HR Timeline
Cadence Bank	4,114	$396K	0.02%	-582	13F-HR Timeline
Old Mission Investment Co LLC	4,100	$395K	0.09%	-1,237	13F-HR Timeline
Blue Zone Wealth Advisors, LLC	4,099	$395K	0.08%	-63	13F-HR Timeline
Duncan Williams Asset Management, LLC	3,919	$393K	0.1%	-3	13F-HR Timeline
Arrow Financial Corpin group Arrow Financial Corp	4,076	$392K	0.04%	0	13F-HR Timeline Group
Community Bank of Raymore	4,075	$392K	0.27%	-154	13F-HR Timeline
Lutz Financial Services LLC	4,065	$391K	0.03%	0	13F-HR Timeline
Waterfront Wealth Inc.	3,884	$391K	0.07%	+141	13F-HR Timeline
ADE, LLC	4,033	$388K	0.19%	+473	13F-HR Timeline
Phoenix Wealth Advisors	4,001	$385K	0.15%	0	13F-HR Timeline
REDW Wealth LLC	4,000	$385K	0.15%	0	13F-HR Timeline
Regency Capital Management Inc.\DE	4,000	$385K	0.16%	new	13F-HR Timeline
GILPIN WEALTH MANAGEMENT, LLC	4,000	$385K	0.31%		13F-HR Timeline
John A. Wolfe & Associates, Inc.	4,000	$385K	0.21%		13F-HR Timeline
Redhawk Wealth Advisors, Inc.	3,993	$384K	0.04%	-227	13F-HR Timeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co	3,980	$383K	0.09%	+320	13F-HR Timeline Group
Antonelli Financial Advisors, LLC	3,983	$383K	0.25%	0	13F-HR Timeline
Prairie Wealth Advisors, Inc.	0	$381K	0.16%	-3,960	13F-HR TimelineAmount filed as zero, left out of ratios.
MITCHELL MCLEOD PUGH & WILLIAMS INC	3,722	$379K	0.05%	0	13F-HR Timeline
O'ROURKE & COMPANY, Inc	3,914	$377K	0.15%	+789	13F-HR Timeline
TOBIAS FINANCIAL ADVISORS, INC.	3,914	$377K	0.05%	-17	13F-HR Timeline
Cordgrass Capital Advisors, LLC	3,907	$376K	0.09%	+268	13F-HR Timeline
Landmark Wealth Management, LLC	3,897	$375K	0.14%	+15	13F-HR Timeline
Guidance Point Advisors, LLC	3,892	$375K	0.09%	+2	13F-HR Timeline
McClarren Financial Advisors, Inc.	3,916	$374K	0.22%	+3,750	13F-HR Timeline
Tanager Wealth Management LLP	3,884	$374K	0.04%	0	13F-HR Timeline
Legacy Financial Advisors, Inc.	3,883	$374K	0.05%	-413	13F-HR Timeline
VALLEY NATIONAL ADVISERS INC	3,876	$373K	0.05%	+2,056	13F-HR Timeline
Affinity Capital Advisors, LLC	3,855	$371K	0.05%	-8	13F-HR Timeline
Colorado Capital Management, Inc.	3,858	$371K	0.14%	0	13F-HR Timeline
MGB Wealth Management, LLC	3,852	$371K	0.11%	0	13F-HR Timeline
Henrickson Nauta Wealth Advisors, Inc.	3,695	$369K	0.05%	+1,159	13F-HR Timeline
Patriot Financial Group Insurance Agenc…	3,829	$369K	0.04%	-388	13F-HR Timeline
Charles Schwab Trust Coin group Charles Schwab Trust Co	3,825	$368K	0.02%	-33,718	13F-HR Timeline Group
PACK Private Wealth, LLC	3,822	$368K	0.17%	0	13F-HR Timeline
Financial Alternatives, Inc	3,814	$367K	0.21%	0	13F-HR Timeline
EVOLVE PRIVATE WEALTH, LLC	3,805	$366K	0.02%		13F-HR Timeline
STEINBERGANNA WEALTH MANAGEMENT	3,803	$366K	0.17%	-74	13F-HR Timeline
New Republic Capital, LLC	3,802	$366K	0.1%	+2,329	13F-HR Timeline
Optas, LLC	3,800	$366K	0.06%	0	13F-HR Timeline
V2 Financial group LLC	3,800	$366K	0.18%	0	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	3,784	$364K	0.04%	0	13F-HR Timeline
CPA Asset Management Group, LLC	3,779	$364K	0.13%	0	13F-HR Timeline
CRA Financial Services, LLC	3,778	$364K	0.05%	+1	13F-HR Timeline
GRANITE ISLANDS PRIVATE WEALTH, LLC	3,775	$363K	0.33%		13F-HR Timeline
CURTIS WEALTH MANAGEMENT LLC	3,597	$361K	0.31%		13F-HR Timeline
Poehling Capital Management, INC.	3,751	$361K	0.07%	0	13F-HR Timeline
Atlantic Edge Private Wealth Management…	3,747	$361K	0.09%	-10	13F-HR Timeline
Rockwood Wealth Management, LLC	3,743	$360K	0.03%	new	13F-HR Timeline
Fisher Asset Management, LLC	3,727	$359K	<0.01%	+129	13F-HR Timeline
Goldenstone Wealth Management LLC	3,714	$358K	0.27%		13F-HR Timeline
HM PAYSON & CO	3,714	$358K	0.01%	0	13F-HR Timeline
EWA, LLC	3,690	$355K	0.09%	-7	13F-HR Timeline
PRINCETON CAPITAL MANAGEMENT LLC	3,677	$354K	0.09%	new	13F-HR Timeline
Madden Advisory Services, Inc.	3,668	$353K	0.14%	+264	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	3,652	$352K	0.05%	new	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	3,649	$351K	0.02%	-9	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	3,617	$348K	0.12%	+2	13F-HR Timeline
Pure Financial Advisors, LLC	3,603	$347K	0.01%	+645	13F-HR Timeline
AMERICAN FINANCIAL & TAX STRATEGIES INC	3,602	$347K	0.17%	0	13F-HR Timeline
Boston Common Asset Management, LLC	3,602	$347K	0.02%	0	13F-HR/A Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	3,599	$346K	0.01%	+46	13F-HR Timeline Group
ROCKLAND TRUST CO	3,585	$345K	0.01%	+463	13F-HR Timeline
LVZ, Inc.	3,567	$343K	0.04%	+1,067	13F-HR/A Timeline
Main Street Financial Solutions, LLC	3,563	$343K	0.03%	+703	13F-HR Timeline
RFG Advisory, LLC	3,554	$342K	0.01%	-445	13F-HR Timeline
Crewe Advisors LLC	3,549	$342K	0.03%	0	13F-HR Timeline
Topel & Distasi Wealth Management, LLC	3,547	$341K	0.17%	+25	13F-HR Timeline
UNITED BANK	3,537	$341K	0.04%	0	13F-HR Timeline
SPINNAKER TRUST	3,524	$339K	0.02%	0	13F-HR Timeline
Bruce G. Allen Investments, LLC	3,522	$339K	0.23%	+14	13F-HR Timeline
Bernardo Wealth Planning LLC	3,519	$339K	0.06%	-286	13F-HR Timeline
Sandy Cove Advisors, LLC	3,508	$338K	0.1%	-2,071	13F-HR Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\	3,499	$337K	<0.01%	-1,089	13F-HR Timeline Group
Invst, LLC	3,485	$336K	0.04%	new	13F-HR Timeline
Pacifica Partners Inc.	3,433	$334K	0.15%	new	13F-HR Timeline
Journey Beyond Wealth, LLC	3,448	$332K	0.26%	0	13F-HR Timeline
Winthrop Capital Management, LLC	3,442	$331K	0.08%	-274	13F-HR Timeline
ACIMA PRIVATE WEALTH, LLC	3,404	$328K	0.1%	0	13F-HR Timeline
BAM Wealth Management, LLC	3,399	$327K	0.24%	-810	13F-HR Timeline
WEDBUSH SECURITIES INC	3,392	$327K	0.01%	+1,083	13F-HR Timeline
SmartHarvest Portfolios, LLC	3,388	$326K	0.11%		13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	3,381	$325K	0.05%	-19	13F-HR Timeline
Towerpoint Wealth, LLC	3,380	$325K	0.13%	-308	13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	3,370	$324K	0.37%	0	13F-HR Timeline
Enclave Advisors LLC	3,361	$324K	0.05%	+930	13F-HR Timeline
Revolve Wealth Partners, LLC	3,360	$323K	0.04%	-3,857	13F-HR Timeline
Biltmore Family Office, LLC	3,347	$322K	0.04%	0	13F-HR Timeline
Kure Advisory, LLC	3,335	$321K	0.18%	0	13F-HR Timeline
Objectivity Squared, LLC	3,317	$319K	0.18%	+13	13F-HR Timeline
HOWLAND CAPITAL MANAGEMENT LLC	3,316	$319K	0.01%	-100	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	3,300	$318K	0.02%	0	13F-HR Timeline
Sage Financial Management Group, Inc.	3,293	$317K	0.1%	0	13F-HR Timeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management	3,285	$316K	0.04%	0	13F-HR Timeline Group
Legacy Wealth Management, LLC / MS	3,277	$316K	0.08%	+4	13F-HR Timeline
MERIDIAN INVESTMENT COUNSEL INC.	3,275	$315K	0.08%	0	13F-HR Timeline
BridgePort Financial Solutions, LLC	3,269	$315K	0.08%	+741	13F-HR Timeline
ARS Wealth Advisors Group, LLC	3,261	$314K	0.03%	+2	13F-HR Timeline
Avantax Planning Partners, Inc.	3,250	$313K	0.01%	-50	13F-HR Timeline
GHP Investment Advisors, Inc.	3,229	$311K	0.01%	0	13F-HR Timeline
Detalus Advisors, LLC	3,220	$310K	0.08%	+2	13F-HR Timeline
AlTi Global, Inc.in group AlTi Global, Inc.	3,216	$310K	0.01%	0	13F-HR Timeline Group
Godfrey Financial Associates, Inc.	3,208	$309K	0.27%		13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	3,194	$307K	0.01%	0	13F-HR Timeline
Riverview Trust Co	3,180	$306K	0.37%	0	13F-HR Timeline
Formidable Asset Management, LLC	3,160	$305K	0.04%	0	13F-HR Timeline
ALLSTATE CORPin group ALLSTATE CORP	3,150	$303K	<0.01%	0	13F-HR Timeline Group
LAUREL OAK WEALTH MANAGEMENT, LLC	3,137	$302K	0.05%		13F-HR Timeline
GREAT OAK CAPITAL PARTNERS, LLC	3,090	$301K	0.08%	+12	13F-HR Timeline
FIRST MANHATTAN CO. LLC.	3,120	$300K	<0.01%	-518	13F-HR Timeline
Emerald Advisors, LLC	3,117	$300K	0.04%	0	13F-HR Timeline
Main Line Retirement Advisors, LLC	3,117	$300K	0.15%	+13	13F-HR/A Timeline
PLANWISER FINANCIAL, LLC	2,968	$299K	0.22%	-107	13F-HR/A Timeline
Members Trust Co	3,104	$299K	0.01%	0	13F-HR Timeline
Three Cord True Wealth Management, LLC	3,103	$299K	0.17%	0	13F-HR Timeline
Arbor Investment Advisors, LLC	3,099	$298K	0.04%	0	13F-HR Timeline
RPS ADVISORY SOLUTIONS LLC	3,096	$298K	0.14%	-91	13F-HR Timeline
Marble Harbor Investment Counsel, LLC	3,095	$298K	0.03%	0	13F-HR Timeline
Holt Capital Advisors, L.L.C. dba Holt …	3,084	$297K	0.04%	0	13F-HR Timeline
Weaver Consulting Group	3,058	$294K	0.07%	0	13F-HR Timeline
Shared Vision Wealth Group LLC	2,928	$294K	0.12%	+54	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	3,042	$293K	0.19%	0	13F-HR Timeline
1834 INVESTMENT ADVISORS CO	3,028	$292K	0.04%	0	13F-HR Timeline
Ulland Investment Advisors, LLC	3,025	$291K	0.23%	0	13F-HR Timeline
TPG Advisors LLC	3,020	$291K	0.18%	0	13F-HR Timeline
ALLSTREET CAPITAL ADVISORS LLC	3,012	$290K	0.21%		13F-HR Timeline
Diversified Portfolios, Inc.	3,008	$290K	0.02%	-130	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	3,000	$289K	0.1%	0	13F-HR Timeline
Tillman Hartley LLC	3,000	$289K	0.07%	new	13F-HR Timeline
Grey Ledge Advisors, LLC	2,975	$286K	0.06%	0	13F-HR Timeline
CFS Investment Advisory Services, LLC	2,969	$286K	0.02%	+59	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	2,964	$285K	0.02%	0	13F-HR Timeline
Accelerate Investment Advisors LLC	2,963	$285K	0.19%	+25	13F-HR Timeline
TABLEAUX LLC	2,960	$285K	0.2%	-2,960	13F-HR/A Timeline
Royal Harbor Partners, LLC	2,948	$284K	0.09%	-39	13F-HR Timeline
First Bank & Trust	2,943	$283K	0.05%	-139	13F-HR Timeline
Israel Discount Bank of New York	2,926	$282K	0.77%	-2,089	13F-HR Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	2,924	$282K	0.07%	0	13F-HR Timeline
PERSONAL CFO SOLUTIONS, LLC	2,920	$281K	0.04%	+703	13F-HR Timeline
Tennessee Valley Asset Management Partn…	2,917	$281K	0.04%	-280	13F-HR Timeline
TAGStone Capital, Inc.	2,915	$281K	0.1%	0	13F-HR Timeline
Plan A Wealth LLC	2,915	$281K	0.14%	0	13F-HR Timeline
ASL Financial, LLC	2,913	$280K	0.22%		13F-HR Timeline
Crusonia Wealth Advisors LLC	2,911	$280K	0.06%		13F-HR Timeline
Castleview Partners, LLC	2,906	$280K	0.14%	new	13F-HR Timeline
Financial Planning Navigators CORP	2,901	$279K	0.13%		13F-HR Timeline
Factor Wealth Management LTD	2,900	$279K	0.06%	new	13F-HR Timeline
Pettee Investors, Inc.	2,900	$279K	0.16%	+716	13F-HR Timeline
Clayton Financial Group LLC	2,900	$279K	0.14%	new	13F-HR Timeline
BAYBAN	2,900	$279K	0.25%		13F-HR Timeline
ADIRONDACK TRUST CO	2,899	$279K	0.09%	-123	13F-HR Timeline
First County Bank /CT/	2,883	$278K	0.15%	0	13F-HR Timeline
PINKERTON WEALTH, LLC	2,878	$277K	0.03%	+257	13F-HR Timeline
Peak Asset Management, LLC	2,868	$276K	0.05%	-207	13F-HR Timeline
Davis Investment Partners, LLC	2,868	$276K	0.1%	0	13F-HR Timeline
Park Place Capital Corp	2,863	$276K	0.06%	+1,713	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	2,858	$275K	0.04%	-266	13F-HR Timeline
Chancellor Financial Group WB LP	2,855	$275K	0.19%	-59	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	2,836	$273K	<0.01%	-46	13F-HR Timeline Group
Hobbs Group Advisors, LLC	2,818	$271K	0.08%	+408	13F-HR Timeline
Wealth Group Ltd	2,816	$271K	0.06%	+63	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	2,649	$270K	0.08%	+467	13F-HR Timeline
Signal Advisors Wealth, LLC	2,807	$270K	0.02%	+538	13F-HR Timeline
TigerOak Management, L.L.C.	2,807	$270K	0.08%	0	13F-HR Timeline
American Money Management, LLC	2,800	$270K	0.04%	0	13F-HR Timeline
Hamrick Investment Counsel, llc	2,795	$269K	0.2%		13F-HR Timeline
Nautilus Advisors LLC	2,792	$269K	0.18%	+1	13F-HR Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC	2,782	$268K	0.08%	0	13F-HR Timeline
Beacon Capital Management, LLC	2,765	$266K	0.04%	+327	13F-HR Timeline
ZWJ INVESTMENT COUNSEL INC	2,759	$266K	0.01%	0	13F-HR Timeline
Centerpoint Advisory Group	2,753	$265K	0.2%	0	13F-HR Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …	2,751	$265K	0.02%	+461	13F-HR Timeline Group
Stephenson & Company, Inc.	2,750	$265K	0.15%	0	13F-HR Timeline
Tortuga Wealth Management, Inc	2,741	$264K	0.28%		13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	2,734	$263K	0.01%	0	13F-HR Timeline Group
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	2,733	$263K	0.03%	-680	13F-HR Timeline Group
HighMark Wealth Management LLC	2,725	$262K	0.11%	+271	13F-HR Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.	2,720	$262K	0.02%	0	13F-HR Timeline Group
Kovack Advisors, Inc.	2,716	$261K	0.01%	new	13F-HR/A Timeline
GRANDFIELD & DODD, LLC	2,713	$261K	0.01%	0	13F-HR Timeline
ENZI WEALTH	2,595	$261K	0.09%	-200	13F-HR Timeline
INTEGRAL INVESTMENT ADVISORS, INC.	2,706	$261K	0.06%	0	13F-HR Timeline
Aspen Investment Management Inc	2,700	$260K	0.08%	0	13F-HR Timeline
Archford Capital Strategies, LLC	2,700	$260K	0.03%	0	13F-HR Timeline
Abundance Wealth Counselors	2,698	$260K	0.04%	0	13F-HR Timeline
Noble Wealth Management PBC	2,698	$260K	0.13%	-328	13F-HR Timeline
Front Row Advisors LLC	2,694	$259K	0.09%	0	13F-HR Timeline