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Disclosery

IWR ISHARES TR

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SHS (fund)

1,579 managers (1,600 13F filers) reported a position in IWR shares at 2026-06-30, 435,908,092 shares in all. 122 filers opened a position and 53 filers sold out during the quarter.

Managers
1,579
13F filers
1,600
New
122
Added
508
Reduced
507
Sold out
53
Shares held by filers
435,908,092

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Noble Wealth Management PBC2,648$292K0.13%-5013F-HRTimeline
MRP Capital Investments, LLC2,646$292K0.22%-2,32513F-HRTimeline
Trail Ridge Investment Advisors, LLC2,643$292K0.12%013F-HRTimeline
Alaethes Wealth, LLC2,642$291K0.08%-9613F-HRTimeline
Clear Creek Financial Management, LLC2,641$291K0.02%+36613F-HRTimeline
Silverleafe Capital Partners, LLC2,640$291K0.08%013F-HRTimeline
Aberdeen Wealth Management LLC2,640$291K0.14%013F-HRTimeline
ARS Investment Partners, LLC2,639$291K0.01%013F-HRTimeline
SoundView Advisors Inc.2,642$291K0.09%013F-HRTimeline
Thrive Wealth Management, LLC2,634$291K0.04%+113F-HRTimeline
GERBER, LLC2,630$290K0.14%new13F-HRTimeline
Stonebridge Financial Group, LLC2,622$289K0.02%new13F-HRTimeline
Dunhill Financial, LLC2,612$288K0.06%+3513F-HRTimeline
Robbins Farley2,608$288K0.11%new13F-HRTimeline
Opus Capital Group, LLC2,605$287K0.03%new13F-HRTimeline
American Trust2,598$287K0.02%-9513F-HRTimeline
Confluence Wealth Services, Inc.2,598$287K0.01%+31813F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,595$286K0.01%013F-HRTimelineGroup
Shared Vision Wealth Group LLC2,592$286K0.1%-5613F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC2,590$286K0.06%013F-HRTimeline
Integrated Capital Management, LLC2,576$284K0.1%+9713F-HRTimeline
FSM Wealth Advisors, LLC2,570$284K0.03%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,566$283K<0.01%new13F-HRTimelineGroup
Pacific Sun Financial Corp2,565$283K0.12%013F-HRTimeline
Madison Wealth Partners, Inc2,556$282K0.04%new13F-HRTimeline
Frisch Financial Group, Inc.2,538$280K0.05%-56613F-HRTimeline
LVZ, Inc.2,536$280K0.03%+3613F-HRTimeline
Fingerlakes Wealth Management, Inc.2,529$279K0.15%+713F-HRTimeline
Welch Group, LLC2,524$278K0.01%+6613F-HRTimeline
Mason Investment Advisory Services, Inc.2,524$278K0.01%-1,76413F-HRTimeline
Vawter Financial, Ltd.2,507$277K0.1%+1513F-HRTimeline
Pacifica Partners Inc.2,501$276K0.08%013F-HRTimeline
Ignite Planners, LLC2,488$274K0.04%+2013F-HRTimeline
SCOTIA CAPITAL INC.2,480$274K<0.01%013F-HRTimeline
FIDELITY D & D BANCORP INC2,476$273K0.09%013F-HRTimeline
ENZI WEALTH2,471$271K0.09%-12413F-HRTimeline
ZWJ INVESTMENT COUNSEL INC2,459$271K0.01%-30013F-HRTimeline
Blue Zone Wealth Advisors, LLC2,455$271K0.05%-1,08613F-HRTimeline
Walsh & Associates, LLC2,451$270K0.22%+10013F-HRTimeline
Roehl & Yi Investment Advisors, LLC2,442$269K0.09%+19013F-HRTimeline
BLALOCK WILLIAMS, LLC2,426$268K0.17%+7713F-HRTimeline
Regal Investment Advisors LLC2,420$267K0.01%+15913F-HRTimeline
Tradition Wealth Management, LLC2,400$265K0.02%+113F-HRTimeline
TENET WEALTH PARTNERS, LLC2,407$265K0.2%13F-HRTimeline
Checchi Capital Advisers, LLC2,390$264K0.02%013F-HRTimeline
ROMANO BROTHERS AND COMPANY2,375$262K0.03%013F-HRTimeline
Bollard Group LLC2,374$262K0.01%+313F-HRTimeline
Creative Capital Management Investments…2,368$261K0.06%013F-HRTimeline
Alpha Omega Wealth Management LLC2,367$261K0.04%013F-HRTimeline
Advus Financial Partners, LLC2,356$260K0.07%013F-HR/ATimeline
Courage Miller Partners, LLC2,354$260K0.07%013F-HRTimeline
Lantz Financial LLC2,354$260K0.05%013F-HRTimeline
Tradewinds, LLC.62,666$259K0.06%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,339$258K0.12%-9713F-HRTimeline
Stephenson & Company, Inc.2,338$258K0.12%-39213F-HRTimeline
Lansing Street Advisors2,335$258K0.05%+313F-HRTimeline
Vectors Research Management, LLC2,326$257K0.07%-10313F-HRTimeline
DiNuzzo Private Wealth, Inc.2,325$256K0.03%013F-HRTimeline
Compass Ion Advisors, LLC2,316$256K0.02%013F-HRTimeline
Performance Wealth Partners, LLC2,316$256K0.01%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,312$255K0.17%013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO2,312$255K0.03%013F-HRTimelineGroup
Athena Investment Management2,299$254K0.15%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,299$254K<0.01%013F-HR/ATimeline
Naviter Wealth, LLC2,299$254K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…2,288$252K0.02%+1,07913F-HRTimeline
MainStreet Investment Advisors LLC2,283$252K0.03%013F-HRTimeline
Darwin Wealth Management, LLC2,282$252K0.07%+15413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,282$252K<0.01%-913F-HRTimeline
EWA, LLC2,279$251K0.05%-6113F-HRTimeline
Principle Wealth Partners LLC2,267$250K0.01%+9613F-HRTimeline
Warburton Capital Management, LLC2,272$250K0.1%013F-HRTimeline
Capital Advisors, Ltd. LLC2,262$250K0.03%+21513F-HRTimeline
Hilltop Partners LLC2,264$250K0.06%-12513F-HRTimeline
Petros Family Wealth, LLC2,263$250K0.15%-12313F-HRTimeline
Tempo Wealth, LLC2,257$249K0.04%+613F-HRTimeline
Code Waechter LLC2,257$249K0.13%013F-HRTimeline
McAdam, LLC2,256$249K0.01%-2613F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC2,245$248K0.04%013F-HRTimeline
Range Advisory, LLC2,244$248K0.03%new13F-HRTimeline
Sachetta, LLC2,243$247K0.12%+113F-HRTimeline
Barry Investment Advisors, LLC2,234$246K0.05%+413F-HRTimeline
Fairman Group, LLC2,229$246K0.19%+513F-HRTimeline
Firestone Capital Management2,224$245K0.05%013F-HRTimeline
Stokes Family Office, LLC2,208$244K0.03%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,205$243K0.1%013F-HRTimelineGroup
Samara Investment Management, LLC2,201$243K0.22%013F-HRTimeline
Rockingstone Advisors LLC2,200$243K0.1%013F-HRTimeline
Fiduciary Group, LLC2,188$241K0.02%013F-HRTimeline
HighMark Wealth Management LLC2,173$240K0.08%013F-HRTimeline
Mission Creek Capital Partners, Inc.2,167$239K0.04%013F-HRTimeline
Rossby Financial, LCC2,166$239K0.04%-17213F-HRTimeline
Three Magnolias Financial Advisors, LLC2,149$237K0.13%013F-HRTimeline
Sound Income Strategies, LLC2,141$236K0.01%-39413F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,140$236K0.01%-88613F-HRTimeline
Traveka Wealth, LLC2,133$235K0.08%-113F-HRTimeline
Fonville Wealth Management LLC2,129$235K0.04%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…2,136$233K0.08%013F-HRTimeline
Strategic Financial Services, Inc.2,104$232K0.01%+2313F-HRTimeline
Independent Family Office, LLC2,100$232K0.09%013F-HRTimeline
Laurel Wealth Advisors LLC2,094$231K0.02%013F-HRTimeline
Shum Financial Group, Inc.2,090$231K0.14%new13F-HRTimeline
Pointe Capital Management LLC2,087$230K0.1%013F-HRTimeline
Bright Futures Wealth Management, LLC.2,084$230K0.15%-37713F-HRTimeline
Topsail Wealth Management, LLC2,076$229K0.03%013F-HRTimeline
HEADINVEST, LLC2,066$228K0.04%new13F-HRTimeline
Blue Chip Partners, LLC2,056$227K0.01%-313F-HRTimeline
Retirement Solution LLC2,051$226K0.04%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC2,050$226K0.06%new13F-HRTimeline
Armor Investment Advisors, LLC2,040$225K0.07%013F-HRTimeline
Horizon Investment Services, LLC2,027$224K0.06%new13F-HRTimeline
Financial Advisory Corp2,023$223K0.03%-11713F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,022$223K0.04%new13F-HRTimeline
NORTH DALLAS BANK & TRUST CO2,020$223K0.13%new13F-HRTimeline
Brady Martz Wealth Solutions, LLC2,009$222K0.03%new13F-HRTimeline
Hillman Capital Management, Inc.2,007$221K0.16%-44213F-HRTimeline
CULLINAN ASSOCIATES INC2,000$221K0.02%new13F-HRTimeline
WealthShield Partners, LLC2,000$221K0.03%-2,27913F-HRTimeline
O'Brien Greene & Co. Inc2,000$221K0.06%new13F-HRTimeline
Paladin Advisory Group, LLC1,999$221K0.15%-6213F-HRTimeline
OARSMAN CAPITAL, INC.1,997$220K0.02%new13F-HRTimeline
Hickory Point Bank & Trust1,996$220K0.13%013F-HRTimeline
Mayfair Advisory Group, LLC2,012$220K0.07%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,985$219K0.01%-23413F-HRTimelineGroup
Strategies Wealth Advisors, LLC1,984$219K0.02%new13F-HRTimeline
First Heartland Consultants, Inc.1,978$218K0.01%new13F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV1,975$218K0.13%new13F-HRTimeline
Stewardship Advisors, LLC1,974$218K0.05%new13F-HRTimeline
Aries Wealth Management1,964$217K0.04%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,962$216K0.07%-2713F-HRTimeline
Partners in Financial Planning1,959$216K0.03%new13F-HRTimeline
JB Capital LLC1,953$215K0.01%new13F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP1,952$215K0.18%new13F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.1,950$215K0.05%-75613F-HRTimeline
Fearless Solutions, LLC dba Best Invest1,946$215K0.11%new13F-HRTimeline
Fiduciary Alliance LLC1,946$215K0.01%-5,91313F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,945$215K0.01%new13F-HRTimelineGroup
Westwind Capital1,943$214K0.05%013F-HRTimeline
Marion Wealth Management1,939$214K0.04%-24913F-HRTimeline
Cypress Point Wealth Management, LLC1,937$214K0.04%new13F-HRTimeline
Millstone Evans Group, LLC1,932$213K0.12%013F-HRTimeline
TRUST CO OF OKLAHOMA1,930$213K0.05%new13F-HRTimeline
HFG Advisors, Inc.1,919$212K0.13%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,917$211K0.03%-1,36813F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED1,913$211K0.01%-43413F-HRTimeline
HOLDERNESS INVESTMENTS CO1,897$209K0.03%new13F-HRTimeline
NWF Advisory Services Inc.1,896$209K0.02%new13F-HRTimeline
Spartan Wealth Advisory Services LLC1,891$209K0.02%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,885$208K0.06%013F-HRTimeline
Blankinship & Foster, LLC1,883$208K0.04%new13F-HRTimeline
DAHRING | CUSMANO LLC1,871$206K0.11%new13F-HRTimeline
OBSIDIAN CIO, LLC1,868$206K0.15%new13F-HRTimeline
Loudon Investment Management, LLC1,852$204K0.1%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT1,840$203K0.01%new13F-HRTimeline
3 FACTOR INDEXING, LLC1,840$203K0.17%013F-HRTimeline
17 CAPITAL PARTNERS, LLC1,837$203K0.09%new13F-HRTimeline
Triangle Securities Wealth Management1,833$202K0.04%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quadcap Wealth Management, LLC1,829$202K0.02%new13F-HRTimeline
Willis Johnson & Associates, Inc.1,827$202K0.01%new13F-HRTimeline
Clear Trail Advisors, LLC1,826$201K0.03%-31613F-HRTimeline
Integrity Financial Corp /WA1,824$201K0.1%013F-HRTimeline
Sterling Investment Advisors, Ltd.1,818$201K0.03%new13F-HRTimeline
Bravera Wealth1,767$195K0.07%-5513F-HRTimeline
Hamilton Point Investment Advisors, LLC1,759$194K0.03%013F-HRTimeline
REAP Financial Group, LLC1,709$188K0.03%-8213F-HRTimeline
Asset Dedication, LLC1,677$185K0.01%013F-HRTimeline
BALLAST ADVISORS LLC1,671$184K0.04%-2513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,653$182K0.02%+41913F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,645$181K0.06%+22513F-HRTimeline
Cetera Trust Company, N.A1,635$180K0.09%013F-HRTimeline
1015 Capital Partners, LLC1,605$177K0.15%-2213F-HRTimeline
Olistico Wealth, LLC1,596$176K0.08%-11213F-HRTimeline
Providence Capital Advisors, LLC1,549$171K0.03%+96913F-HRTimeline
SJS Investment Consulting Inc.1,545$170K0.02%-11813F-HRTimeline
CVA Family Office, LLC1,539$170K0.02%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,530$169K<0.01%-14513F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…1,500$165K0.11%013F-HRTimeline
Key Financial Inc1,477$163K0.03%013F-HRTimeline
LRI Investments, LLC1,460$161K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,438$159K0.01%013F-HRTimeline
CNB Bank1,425$157K0.06%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,352$149K<0.01%013F-HRTimelineGroup
PROTECTIVE LIFE CORP1,340$148K1.06%-2,93513F-HRTimeline
High Note Wealth, LLC1,308$144K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC1,292$143K0.02%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co1,231$135K0.03%new13F-HRTimeline
Financial Perspectives, Inc1,214$134K0.03%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,177$130K<0.01%-10713F-HRTimeline
Avalon Trust Co1,150$127K0.01%-44613F-HRTimeline
Truvestments Capital LLC1,140$126K0.02%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,123$124K<0.01%013F-HRTimeline
Align Financial, LLC1,121$124K0.06%013F-HRTimeline
CX Institutional1,101$121K<0.01%+213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,086$120K0.01%+70213F-HRTimeline
New Republic Capital, LLC1,052$116K0.03%+213F-HRTimeline
Ironwood Wealth Management, LLC.1,046$115K0.03%-3,06813F-HRTimeline
Signature Equity Partners, LLC1,046$115K0.05%+39513F-HRTimeline
West Financial Advisors, LLC1,043$115K0.02%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,038$115K0.05%013F-HRTimeline
Fourth Dimension Wealth, LLC1,034$114K0.04%013F-HRTimeline