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Disclosery

IWR ISHARES TR

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SHS (fund)

1,399 managers (1,415 13F filers) reported a position in IWR shares at 2024-12-31, 359,232,316 shares in all. 96 filers opened a position and 55 filers sold out during the quarter.

Managers
1,399
13F filers
1,415
New
96
Added
471
Reduced
404
Sold out
55
Shares held by filers
359,232,316

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
BALLAST ADVISORS LLC2,164$191K0.06%+413F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC2,144$189K0.04%+713F-HRTimeline
Topsail Wealth Management, LLC2,076$184K0.04%13F-HRTimeline
Laurel Wealth Advisors LLC2,016$178K0.03%013F-HRTimeline
Avalon Trust Co2,000$177K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC1,952$173K0.02%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,954$173K0.09%+44913F-HRTimeline
WealthCollab, LLC1,954$173K0.11%-1,41213F-HRTimeline
Westwind Capital1,943$172K0.04%013F-HRTimeline
Millstone Evans Group, LLC1,932$171K0.12%13F-HRTimeline
Parkworth Wealth Management, Inc.1,887$167K0.14%13F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.1,860$164K<0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC1,812$160K0.12%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,809$160K0.06%013F-HRTimeline
Painted Porch Advisors LLC1,800$159K0.08%new13F-HRTimeline
Integrity Financial Corp /WA1,793$159K0.09%new13F-HRTimeline
Balefire, LLC1,770$156K0.05%013F-HRTimeline
Covenant Partners, LLC1,758$155K0.05%-38213F-HRTimeline
LGT Financial Advisors LLC1,757$155K0.34%+713F-HRTimeline
Bogart Wealth, LLC1,738$154K0.01%+5713F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…1,731$153K0.01%-13,63313F-HRTimelineGroup
FSA Wealth Management LLC1,711$151K0.06%013F-HRTimeline
SIGNATUREFD, LLC1,696$150K<0.01%-39113F-HRTimeline
Beacon Capital Management, LLC1,680$149K0.02%-7313F-HRTimeline
Hamilton Point Investment Advisors, LLC1,672$148K0.03%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,579$146K0.01%+6413F-HRTimeline
Lowe Wealth Advisors, LLC1,634$144K0.06%+1,03413F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…1,627$144K0.03%-22913F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,622$143K0.01%-40013F-HRTimeline
High Note Wealth, LLC1,562$138K0.04%new13F-HRTimeline
CVA Family Office, LLC1,539$136K0.02%013F-HRTimeline
Financial Freedom, LLC1,529$135K0.07%+213F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,523$135K<0.01%013F-HRTimelineGroup
LRI Investments, LLC1,460$129K0.01%013F-HRTimeline
Mechanics Financial Corp1,431$126K0.06%013F-HRTimeline
CNB Bank1,425$126K0.06%013F-HRTimeline
Medallion Wealth Advisors, LLC1,420$126K0.06%13F-HRTimeline
Capital Investment Advisory Services, L…1,379$122K0.01%+33513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,364$121K0.05%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,345$119K0.05%-5913F-HRTimeline
MOTCO1,308$116K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,292$114K0.02%013F-HRTimeline
Vermillion & White Wealth Management Gr…1,276$113K0.08%-5013F-HRTimeline
Provenance Wealth Advisors, LLC1,275$113K0.01%013F-HRTimeline
New Republic Capital, LLC1,271$112K0.07%-10,56313F-HRTimeline
Darwin Wealth Management, LLC1,269$112K0.04%+913F-HR/ATimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,209$111K<0.01%013F-HRTimeline
Hemington Wealth Management1,239$109K0.03%013F-HRTimeline
Truvestments Capital LLC1,227$108K0.03%013F-HRTimeline
Anchor Investment Management, LLC1,209$107K0.01%+4113F-HRTimeline
MARQUETTE ASSOCIATES, INC.1,197$106K0.09%new13F-HRTimeline
Key Financial Inc1,144$101K0.02%+8413F-HRTimeline
Capital Investment Counsel, Inc1,114$98.5K0.01%013F-HRTimeline
Financial Perspectives, Inc1,085$95.9K0.03%013F-HRTimeline
WINTRUST INVESTMENTS LLC1,065$94K0.08%-17313F-HRTimeline
West Financial Advisors, LLC1,040$91.9K0.02%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,038$91.8K0.05%-20213F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,000$88.4K0.05%-5013F-HRTimeline
Comprehensive Financial Planning, Inc./…990$87.5K0.07%13F-HRTimeline
Hopwood Financial Services, Inc.945$83.5K0.06%13F-HRTimeline
Ridgewood Investments LLC928$82K0.04%013F-HRTimeline
Asset Dedication, LLC887$78.4K0.01%+4813F-HRTimeline
Morse Asset Management, Inc870$76.9K0.02%-413F-HRTimeline
Washington Trust Advisors, Inc.823$72.7K0.01%+4813F-HRTimeline
PITTENGER & ANDERSON INC766$67.7K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC766$67.7K0.05%13F-HRTimeline
Cetera Trust Company, N.A750$66.3K0.04%013F-HRTimeline
BARRETT & COMPANY, INC.749$66.2K0.03%013F-HRTimeline
SIMA Wealth Partners, LLC747$66K0.06%-7213F-HRTimeline
Redwood Park Advisors LLC729$64.4K0.06%13F-HRTimeline
Aspetuck Financial Management LLC706$62.4K0.05%13F-HRTimeline
Ransom Advisory, Ltd706$62.4K0.03%013F-HRTimeline
American Capital Advisory, LLC675$59.7K0.03%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…661$59K0.01%-3013F-HRTimelineGroup
Rialto Wealth Management, LLC667$59K0.02%13F-HRTimeline
ORG Partners LLC655$57.9K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC639$56.5K0.01%013F-HRTimeline
Colony Family Offices, LLC638$56.4K0.02%013F-HRTimeline
Wingate Wealth Advisors, Inc.622$55K0.05%13F-HRTimeline
First Command Advisory Services, Inc.619$54.7K<0.01%013F-HRTimeline
Morling Financial Advisors, LLC612$54.1K0.02%013F-HRTimeline
OARSMAN CAPITAL, INC.611$54K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners610$53.9K0.01%new13F-HRTimelineGroup
FIDUCIARY ADVISORS, INC.609$53.9K0.05%13F-HRTimeline
Robinswood Financial LLC597$52.9K0.02%+213F-HRTimeline
Copia Wealth Management580$51.3K0.05%13F-HRTimeline
Archer Investment Corp571$50.5K0.01%013F-HRTimeline
Raleigh Capital Management Inc.534$47.2K0.02%+11713F-HRTimeline
Stonebridge Financial Group, LLC534$47.2K0.01%13F-HRTimeline
Realta Investment Advisors519$46.4K0.02%013F-HRTimeline
Private Wealth Management Group, LLC518$45.8K0.02%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …512$45.2K0.01%+18013F-HRTimelineGroup
Cedar Mountain Advisors, LLC509$45K0.01%013F-HRTimeline
New Millennium Group LLC501$44.3K0.03%-1113F-HRTimeline
Bank of New Hampshire500$44.2K0.01%013F-HRTimeline
Coston, McIsaac & Partners500$44K0.01%013F-HRTimeline
AllSquare Wealth Management LLC480$42.4K0.02%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP468$41.4K0.01%013F-HRTimeline
Rise Advisors, LLC468$41.4K0.02%+213F-HRTimeline
Field & Main Bank466$41.2K0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC466$41.2K0.01%013F-HRTimeline
Provident Wealth Management, LLC460$40.7K0.01%new13F-HRTimeline
Transcendent Capital Group LLC459$40.6K0.02%-6413F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC454$40.1K0.02%13F-HRTimeline
Pacific Center for Financial Services448$39.6K0.01%013F-HRTimeline
Legacy Investment Solutions, LLC427$39.4K0.03%+14313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…427$39.4K0.03%+14313F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC418$37K0.01%-14213F-HRTimeline
WOLFF WIESE MAGANA LLC416$36.8K0.02%-19813F-HRTimeline
2UniFi Bank408$36.1K0.02%13F-HRTimeline
Mascoma Wealth Management LLC406$35.9K0.01%013F-HRTimeline
Sage Mountain Advisors LLC403$35.6K<0.01%013F-HRTimeline
Breakwater Investment Management388$34.3K0.01%013F-HR/ATimeline
CRITERION CAPITAL ADVISORS, LLC416$33.7K0.02%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC380$33.6K<0.01%013F-HRTimeline
WR Wealth Planners, LLC369$32.6K0.01%+29413F-HRTimeline
Hoese & Co LLP366$32.4K0.03%new13F-HRTimeline
Northwest Bank & Trust Co320$30.6K0.02%013F-HRTimeline
Future Financial Wealth Managment LLC343$30.3K0.02%013F-HRTimeline
Paladin Advisory Group, LLC337$29.8K0.02%013F-HRTimeline
Coppell Advisory Solutions LLC330$29.2K<0.01%-31113F-HRTimeline
Fairscale Capital, LLC302$26.7K0.02%new13F-HRTimeline
GODSEY & GIBB, INC300$26.5K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.300$26.5K0.01%013F-HRTimeline
First Pacific Financial300$26.5K0.01%new13F-HRTimeline
SJS Investment Consulting Inc.295$26.1K<0.01%013F-HRTimeline
NFSG Corp285$25.2K0.01%new13F-HRTimeline
Roxbury Financial LLC259$24.8K0.02%13F-HRTimeline
Crews Bank & Trust275$24.3K<0.01%13F-HRTimeline
Running Point Capital Advisors, LLC268$23.7K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC247$22K0.02%013F-HRTimeline
Fourth Dimension Wealth, LLC243$21.5K0.01%13F-HRTimeline
Christopher J. Hasenberg, Inc241$21.3K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc236$20.9K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Global Trust Asset Management, LLC225$19.9K0.01%013F-HRTimeline
Synergy Investment Management, LLC224$19.8K0.01%13F-HRTimeline
Retirement Wealth Solutions LLC222$19.5K0.02%13F-HRTimeline
Aventura Private Wealth, LLC213$18.8K0.01%13F-HRTimeline
Van Hulzen Asset Management, LLC208$18.4K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.206$18.2K0.09%new13F-HRTimeline
Westside Investment Management, Inc.200$17.7K<0.01%013F-HRTimeline
Clearstead Trust, LLC200$17.7K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC191$16.9K0.01%+713F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.190$16.8K0.01%013F-HRTimeline
Core Alternative Capital190$16.8K<0.01%013F-HRTimeline
McIlrath & Eck, LLC182$16.1K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…167$15K<0.01%-3313F-HRTimelineGroup
Eukles Asset Management166$14.7K0.01%013F-HRTimeline
Transce3nd, LLC161$14.2K<0.01%13F-HRTimeline
West Branch Capital LLC160$14.2K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC159$14.1K<0.01%013F-HRTimeline
EPG Wealth Management LLC151$13.3K<0.01%new13F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.149$13.2K<0.01%new13F-HRTimeline
Spectrum Wealth Counsel, LLC145$12.8K<0.01%013F-HRTimeline
SRH ADVISORS, LLC144$12.7K<0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co141$12.5K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…131$11.6K<0.01%+4913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…128$11.3K<0.01%-116,41013F-HRTimelineGroup
NWK Group, Inc.128$11.3K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC126$11.1K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC124$11K<0.01%-2913F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC109$9.64K0.01%13F-HRTimeline
Mendota Financial Group, LLC101$8.97K0.01%013F-HRTimeline
Smartleaf Asset Management LLC94$8.34K<0.01%-913F-HRTimeline
Sellwood Investment Partners LLC92$8.13K<0.01%13F-HRTimeline
Hilltop National Bank87$7.69K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.79$6.95K<0.01%+113F-HRTimeline
Runnymede Capital Advisors, Inc.72$6.37K0.01%13F-HRTimeline
Peoples Bank/KS71$6.28K<0.01%013F-HRTimeline
Sound Income Strategies, LLC55$4.86K<0.01%+713F-HRTimeline
West Oak Capital, LLC4,600$4.07K0.14%013F-HR/ATimeline
LANARK FINANCIAL, INC.40$3.58K0.33%-42,07613F-HRTimeline
Frazier Financial Advisors, LLC39$3.45K<0.01%new13F-HRTimeline
Abound Wealth Management39$3.45K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC39$3.45K<0.01%13F-HRTimeline
Northwest Capital Management Inc34$3.01K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC32$2.82K<0.01%new13F-HRTimelineGroup
Rosenberg Matthew Hamilton26$2.3K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.25$2.21K<0.01%13F-HRTimeline
Capital A Wealth Management, LLC25$2.21K<0.01%13F-HRTimeline
HOWE & RUSLING INC22$1.95K<0.01%new13F-HRTimeline
IFS Advisors, LLC22$1.94K<0.01%new13F-HRTimeline
BIRCHBROOK, INC.21$1.86K<0.01%new13F-HRTimeline
Caitlin John, LLC20$1.77K<0.01%013F-HRTimeline
10Elms LLP20$1.77K<0.01%13F-HRTimeline
Horizon Investments, LLC14$1.24K<0.01%new13F-HRTimeline
Eagle Bay Advisors LLC14$1.24K<0.01%013F-HRTimeline
Insight Inv LLC14$1.24K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC13$1.16K<0.01%013F-HRTimeline
Avion Wealth22$1K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC10$884<0.01%new13F-HRTimeline
EnRich Financial Partners LLC10$884<0.01%013F-HRTimeline
Creekmur Asset Management LLC9$796<0.01%013F-HRTimeline
Luminist Capital LLC8$707<0.01%13F-HRTimeline
SYM FINANCIAL Corp5$454<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.5$442<0.01%new13F-HRTimeline
Performa Ltd (US), LLC1$88<0.01%013F-HRTimeline
Activest Wealth Management0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Members Trust Co2,335$206Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.