IWR ISHARES TR

SHS (fund)

1,506 managers (1,527 13F filers) reported a position in IWR shares at 2026-03-31, 419,699,862 shares in all. 81 filers opened a position and 78 filers sold out during the quarter.

Managers: 1,506
13F filers: 1,527
New: 81
Added: 464
Reduced: 540
Sold out: 78
Shares held by filers: 419,699,862

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Steelhead Wealth Management LLC	4,032	$392K	0.2%		13F-HR Timeline
Phoenix Wealth Advisors	4,028	$392K	0.15%	+27	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	4,002	$389K	0.04%	+9	13F-HR Timeline
REDW Wealth LLC	4,000	$389K	0.16%	0	13F-HR Timeline
Regency Capital Management Inc.\DE	4,000	$389K	0.17%	0	13F-HR Timeline
GILPIN WEALTH MANAGEMENT, LLC	4,000	$389K	0.31%	0	13F-HR Timeline
John A. Wolfe & Associates, Inc.	4,000	$389K	0.6%	0	13F-HR Timeline
Bell Bank	3,991	$388K	0.02%	-631	13F-HR Timeline
CAPITAL CITY TRUST CO/FL	3,971	$386K	0.09%	-243	13F-HR Timeline
TOBIAS FINANCIAL ADVISORS, INC.	3,966	$386K	0.05%	+52	13F-HR Timeline
Prairie Wealth Advisors, Inc.	0	$385K	0.17%	0	13F-HR TimelineAmount filed as zero, left out of ratios.
SMI Advisory Services, LLC	3,899	$385K	0.06%	-1,262	13F-HR Timeline
Fisher Asset Management, LLC	3,916	$381K	<0.01%	+189	13F-HR Timeline
Cordgrass Capital Advisors, LLC	3,907	$380K	0.09%	0	13F-HR Timeline
Guidance Point Advisors, LLC	3,893	$379K	0.09%	+1	13F-HR Timeline
McClarren Financial Advisors, Inc.	3,890	$378K	0.22%	-26	13F-HR Timeline
ADE, LLC	3,887	$378K	0.18%	-146	13F-HR Timeline
Tanager Wealth Management LLP	3,884	$378K	0.04%	0	13F-HR Timeline
Legacy Financial Advisors, Inc.	3,883	$378K	0.05%	0	13F-HR Timeline
Commerce Advisors, LLC	3,870	$376K	0.32%		13F-HR Timeline
United Advisor Group, LLC	3,868	$376K	0.05%	new	13F-HR Timeline
VALLEY NATIONAL ADVISERS INC	3,876	$376K	0.05%	0	13F-HR Timeline
Colorado Capital Management, Inc.	3,858	$375K	0.14%	0	13F-HR Timeline
Affinity Capital Advisors, LLC	3,853	$375K	0.05%	-2	13F-HR Timeline
PACK Private Wealth, LLC	3,822	$372K	0.17%	0	13F-HR Timeline
STEINBERGANNA WEALTH MANAGEMENT	3,809	$370K	0.18%	+6	13F-HR Timeline
Old Mission Investment Co LLC	3,801	$370K	0.09%	-299	13F-HR Timeline
Herold Advisors, Inc.	3,800	$369K	0.08%	-1,200	13F-HR Timeline
V2 Financial group LLC	3,800	$369K	0.17%	0	13F-HR Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …	3,799	$369K	0.02%	+1,048	13F-HR Timeline Group
Antonelli Financial Advisors, LLC	3,800	$369K	0.25%	-183	13F-HR Timeline
Madson Wealth Advisors Inc	3,787	$368K	0.31%		13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	3,784	$368K	0.04%	0	13F-HR Timeline
CPA Asset Management Group, LLC	3,779	$367K	0.12%	0	13F-HR Timeline
CRA Financial Services, LLC	3,778	$367K	0.05%	0	13F-HR Timeline
Stelac Advisory Services LLC	3,750	$365K	0.07%	new	13F-HR Timeline
Atlantic Edge Private Wealth Management…	3,747	$364K	0.09%	0	13F-HR Timeline
Charles Schwab Trust Coin group Charles Schwab Trust Co	3,745	$364K	0.02%	-80	13F-HR Timeline Group
Rockwood Wealth Management, LLC	3,743	$364K	0.03%	0	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	3,722	$362K	0.05%	0	13F-HR Timeline
Goldenstone Wealth Management LLC	3,714	$361K	0.26%	0	13F-HR Timeline
HM PAYSON & CO	3,714	$361K	0.01%	0	13F-HR Timeline
Waterfront Wealth Inc.	3,711	$361K	0.07%	-173	13F-HR Timeline
Invesco Ltd.in group Invesco Ltd.	3,704	$360K	<0.01%	new	13F-HR Timeline Group
GRANITE ISLANDS PRIVATE WEALTH, LLC	3,696	$359K	0.33%	-79	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	3,652	$355K	0.05%	0	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	3,649	$355K	0.02%	0	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	3,637	$354K	0.01%	+801	13F-HR Timeline Group
Main Street Financial Solutions, LLC	3,619	$352K	0.03%	+56	13F-HR Timeline
Duncan Williams Asset Management, LLC	3,619	$352K	0.1%	-300	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	3,618	$352K	0.13%	+1	13F-HR Timeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC	3,606	$351K	0.06%	new	13F-HR Timeline
AMERICAN FINANCIAL & TAX STRATEGIES INC	3,602	$350K	0.17%	0	13F-HR Timeline
CURTIS WEALTH MANAGEMENT LLC	3,597	$350K	0.33%	0	13F-HR Timeline
Poehling Capital Management, INC.	3,588	$349K	0.07%	-163	13F-HR Timeline
71 West Capital Partners	3,580	$348K	0.02%	new	13F-HR Timeline
Crewe Advisors LLC	3,549	$345K	0.03%	0	13F-HR Timeline
Blue Zone Wealth Advisors, LLC	3,541	$344K	0.07%	-558	13F-HR Timeline
Topel & Distasi Wealth Management, LLC	3,532	$343K	0.18%	-15	13F-HR Timeline
Bruce G. Allen Investments, LLC	3,531	$343K	0.22%	+9	13F-HR Timeline
SPINNAKER TRUST	3,524	$343K	0.02%	0	13F-HR Timeline
Bernardo Wealth Planning LLC	3,519	$342K	0.07%	0	13F-HR Timeline
Y-Intercept (Hong Kong) Ltd	3,515	$342K	0.01%	new	13F-HR Timeline
Sandy Cove Advisors, LLC	3,510	$341K	0.1%	+2	13F-HR Timeline
Integrity Wealth Partners, LLC	3,500	$340K	0.31%		13F-HR Timeline
Towerpoint Wealth, LLC	3,474	$338K	0.14%	+94	13F-HR Timeline
Madden Advisory Services, Inc.	3,456	$336K	0.13%	-212	13F-HR Timeline
GM Advisory Group, LLC	3,437	$334K	0.01%	-10,876	13F-HR Timeline
BURNEY CO/	3,426	$333K	0.01%	-940	13F-HR Timeline
JGP Wealth Management, LLC	3,415	$332K	0.03%	-1,318	13F-HR Timeline
Diversified Portfolios, Inc.	3,408	$331K	0.03%	+400	13F-HR Timeline
Winthrop Capital Management, LLC	3,400	$331K	0.08%	-42	13F-HR Timeline
ACIMA PRIVATE WEALTH, LLC	3,404	$331K	0.1%	0	13F-HR Timeline
UNITED BANK	3,380	$329K	0.04%	-157	13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	3,370	$328K	0.38%	0	13F-HR Timeline
Enclave Advisors LLC	3,363	$327K	0.05%	+2	13F-HR Timeline
Revolve Wealth Partners, LLC	3,360	$327K	0.04%	0	13F-HR Timeline
Biltmore Family Office, LLC	3,347	$325K	0.05%	0	13F-HR Timeline
Kure Advisory, LLC	3,335	$324K	0.18%	0	13F-HR Timeline
WEDBUSH SECURITIES INC	3,329	$324K	0.01%	-63	13F-HR Timeline
Objectivity Squared, LLC	3,326	$323K	0.2%	+9	13F-HR Timeline
HOWLAND CAPITAL MANAGEMENT LLC	3,316	$322K	0.01%	0	13F-HR Timeline
SUMMIT WEALTH GROUP LLC / CO	3,313	$322K	0.03%	new	13F-HR Timeline
Arcadia Wealth Management, LLC	3,302	$321K	0.12%	+1,105	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	3,300	$321K	0.02%	0	13F-HR Timeline
Sage Financial Management Group, Inc.	3,293	$320K	0.1%	0	13F-HR Timeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management	3,285	$319K	0.05%	0	13F-HR Timeline Group
Legacy Wealth Management, LLC / MS	3,281	$319K	0.09%	+4	13F-HR Timeline
Journey Beyond Wealth, LLC	3,278	$319K	0.27%	-170	13F-HR Timeline
MERIDIAN INVESTMENT COUNSEL INC.	3,275	$318K	0.08%	0	13F-HR Timeline
Strategic Financial Concepts, LLC	3,267	$318K	0.08%	new	13F-HR Timeline
ARS Wealth Advisors Group, LLC	3,262	$317K	0.03%	+1	13F-HR Timeline
GHP Investment Advisors, Inc.	3,259	$317K	0.01%	+30	13F-HR Timeline
Beacon Capital Management, LLC	3,249	$316K	0.06%	+484	13F-HR Timeline
GREAT OAK CAPITAL PARTNERS, LLC	3,098	$314K	0.07%	+8	13F-HR Timeline
Detalus Advisors, LLC	3,221	$313K	0.07%	+1	13F-HR Timeline
Godfrey Financial Associates, Inc.	3,208	$312K	0.27%	0	13F-HR Timeline
Founders Financial Alliance, LLC	3,202	$311K	0.06%	+724	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	3,194	$311K	0.01%	0	13F-HR Timeline
Mutual Advisors, LLC	3,194	$311K	0.01%	-1,361	13F-HR Timeline
Riverview Trust Co	3,180	$309K	0.38%	0	13F-HR Timeline
Community Bank of Raymore	3,175	$309K	0.21%	-900	13F-HR Timeline
Main Line Retirement Advisors, LLC	3,125	$304K	0.15%	+8	13F-HR Timeline
Formidable Asset Management, LLC	3,150	$303K	0.05%	-10	13F-HR Timeline
Emerald Advisors, LLC	3,117	$303K	0.04%	0	13F-HR Timeline
ADIRONDACK TRUST CO	3,116	$303K	0.1%	+217	13F-HR Timeline
Israel Discount Bank of New York	3,115	$303K	0.66%	+189	13F-HR Timeline
Pettee Investors, Inc.	2,900	$303K	0.16%	0	13F-HR Timeline
NCM Capital Management, LLC	3,112	$303K	0.11%	-1,640	13F-HR Timeline
Frisch Financial Group, Inc.	3,104	$302K	0.06%	+659	13F-HR Timeline
Three Cord True Wealth Management, LLC	3,103	$302K	0.17%	0	13F-HR Timeline
Arbor Investment Advisors, LLC	3,099	$301K	0.04%	0	13F-HR Timeline
Marble Harbor Investment Counsel, LLC	3,095	$301K	0.03%	0	13F-HR Timeline
Holt Capital Advisors, L.L.C. dba Holt …	3,084	$300K	0.04%	0	13F-HR Timeline
RPg Family Wealth Advisory, LLC	3,062	$298K	0.06%	new	13F-HR Timeline
Weaver Consulting Group	3,058	$297K	0.07%	0	13F-HR Timeline
Members Trust Co	3,057	$297K	0.01%	-47	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	3,042	$296K	0.19%	0	13F-HR Timeline
ACCREDITED INVESTOR SERVICES, LLC	3,032	$295K	0.19%	+532	13F-HR Timeline
1834 INVESTMENT ADVISORS CO	3,028	$294K	0.04%	0	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	3,026	$294K	0.01%	-1,118	13F-HR Timeline
Ulland Investment Advisors, LLC	3,025	$294K	0.25%	0	13F-HR Timeline
OFS Enterprise LLC	3,021	$294K	0.09%		13F-HR Timeline
TPG Advisors LLC	3,020	$294K	0.18%	0	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	3,020	$294K	0.07%	+371	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	3,010	$293K	0.01%	-589	13F-HR Timeline Group
ECLECTIC ASSOCIATES INC /ADV	3,001	$292K	0.04%	-380	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	3,000	$292K	0.1%	0	13F-HR Timeline
Tillman Hartley LLC	3,000	$292K	0.07%	0	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	2,997	$291K	0.02%	new	13F-HR Timeline
RFG Advisory, LLC	2,996	$291K	0.01%	-558	13F-HR Timeline
PLANWISER FINANCIAL, LLC	2,846	$291K	0.21%	-122	13F-HR Timeline
FIRST MANHATTAN CO. LLC.	2,989	$291K	<0.01%	-131	13F-HR Timeline
Grey Ledge Advisors, LLC	2,975	$289K	0.07%	0	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	2,964	$288K	0.02%	0	13F-HR Timeline
TABLEAUX LLC	2,960	$288K	0.14%	0	13F-HR Timeline
Pure Financial Advisors, LLC	2,958	$288K	<0.01%	-645	13F-HR Timeline
Moran Wealth Management, LLC	2,952	$287K	0.01%	new	13F-HR Timeline
O'ROURKE & COMPANY, Inc	2,949	$287K	0.11%	-965	13F-HR Timeline
Royal Harbor Partners, LLC	2,948	$287K	0.1%	0	13F-HR Timeline
First Bank & Trust	2,943	$286K	0.05%	0	13F-HR Timeline
TAGStone Capital, Inc.	2,916	$283K	0.1%	+1	13F-HR Timeline
Plan A Wealth LLC	2,915	$283K	0.14%	0	13F-HR Timeline
Crusonia Wealth Advisors LLC	2,913	$283K	0.06%	+2	13F-HR Timeline
ALLSTREET CAPITAL ADVISORS LLC	2,912	$283K	0.21%	-100	13F-HR Timeline
Castleview Partners, LLC	2,906	$283K	0.14%	0	13F-HR Timeline
Clayton Financial Group LLC	2,900	$282K	0.14%	0	13F-HR Timeline
BAYBAN	2,900	$282K	0.25%	0	13F-HR Timeline
Accelerate Investment Advisors LLC	2,884	$280K	0.19%	-79	13F-HR Timeline
Avantax Planning Partners, Inc.	2,883	$280K	0.01%	-367	13F-HR Timeline
First County Bank /CT/	2,883	$280K	0.15%	0	13F-HR Timeline
ASL Financial, LLC	2,880	$280K	0.22%	-33	13F-HR Timeline
Peak Asset Management, LLC	2,868	$279K	0.05%	0	13F-HR Timeline
LAUREL OAK WEALTH MANAGEMENT, LLC	2,868	$279K	0.05%	-269	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	2,858	$278K	0.04%	0	13F-HR Timeline
Financial Planning Navigators CORP	2,856	$278K	0.12%	-45	13F-HR Timeline
PINKERTON WEALTH, LLC	2,878	$277K	0.03%	0	13F-HR Timeline
Cove Private Wealth, LLC	2,847	$277K	0.06%	new	13F-HR Timeline
Front Row Advisors LLC	2,844	$277K	0.09%	+150	13F-HR Timeline
Wick Capital Partners, LLC	2,835	$276K	0.05%	new	13F-HR Timeline
Financial Alternatives, Inc	2,829	$275K	0.15%	-985	13F-HR Timeline
Wealth Group Ltd	2,816	$274K	0.06%	0	13F-HR Timeline
BridgePort Financial Solutions, LLC	2,811	$273K	0.08%	-458	13F-HR Timeline
Cynosure Group, LLC	2,836	$273K	0.03%	-3,132	13F-HR Timeline
TigerOak Management, L.L.C.	2,807	$273K	0.09%	0	13F-HR Timeline
American Money Management, LLC	2,800	$272K	0.04%	0	13F-HR Timeline
Optas, LLC	2,800	$272K	0.04%	-1,000	13F-HR Timeline
Hamrick Investment Counsel, llc	2,795	$272K	0.15%	0	13F-HR Timeline
Nautilus Advisors LLC	2,793	$272K	0.19%	+1	13F-HR Timeline
Destination Wealth Management	2,764	$269K	0.01%	new	13F-HR Timeline
ZWJ INVESTMENT COUNSEL INC	2,759	$268K	0.01%	0	13F-HR Timeline
Archford Capital Strategies, LLC	2,759	$268K	0.03%	+59	13F-HR Timeline
Centerpoint Advisory Group	2,753	$268K	0.2%	0	13F-HR Timeline
Tortuga Wealth Management, Inc	2,742	$267K	0.25%	+1	13F-HR Timeline
Alaethes Wealth, LLC	2,738	$266K	0.08%	+120	13F-HR Timeline
Chancellor Financial Group WB LP	2,735	$266K	0.19%	-120	13F-HR Timeline
Stephenson & Company, Inc.	2,730	$265K	0.14%	-20	13F-HR Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC	2,728	$265K	0.07%	-54	13F-HR Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	2,724	$265K	0.06%	-200	13F-HR Timeline
GRANDFIELD & DODD, LLC	2,713	$264K	0.01%	0	13F-HR Timeline
Hobbs Group Advisors, LLC	2,712	$264K	0.08%	-106	13F-HR Timeline
INTEGRAL INVESTMENT ADVISORS, INC.	2,706	$263K	0.07%	0	13F-HR Timeline
Aspen Investment Management Inc	2,700	$263K	0.08%	0	13F-HR Timeline
Abundance Wealth Counselors	2,698	$262K	0.04%	0	13F-HR Timeline
Noble Wealth Management PBC	2,698	$262K	0.13%	0	13F-HR Timeline
American Trust	2,693	$262K	0.02%	+18	13F-HR Timeline
jvl associates llc	2,676	$260K	0.09%	0	13F-HR Timeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC	2,667	$259K	0.05%	0	13F-HR Timeline Group
AssuredPartners Investment Advisors, LLC	2,614	$258K	0.03%	new	13F-HR Timeline
Tortoise Investment Management, LLC	2,648	$257K	0.02%	0	13F-HR Timeline
Shared Vision Wealth Group LLC	2,648	$257K	0.11%	-280	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	2,643	$257K	0.11%	0	13F-HR Timeline
Silverleafe Capital Partners, LLC	2,640	$257K	0.08%	0	13F-HR Timeline
Aberdeen Wealth Management LLC	2,640	$257K	0.12%	new	13F-HR Timeline
ARS Investment Partners, LLC	2,639	$257K	0.01%	0	13F-HR Timeline
Thrive Wealth Management, LLC	2,633	$256K	0.04%	0	13F-HR Timeline
SoundView Advisors Inc.	2,642	$256K	0.09%	0	13F-HR Timeline
Perkins Coie Trust Co	2,610	$254K	0.05%	0	13F-HR Timeline
ENZI WEALTH	2,595	$252K	0.09%	0	13F-HR Timeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC	2,595	$252K	0.01%	0	13F-HR Timeline Group