IWR ISHARES TR

SHS (fund)

1,363 managers (1,377 13F filers) reported a position in IWR shares at 2025-03-31, 374,319,288 shares in all. 77 filers opened a position and 102 filers sold out during the quarter.

Managers: 1,363
13F filers: 1,377
New: 77
Added: 435
Reduced: 491
Sold out: 102
Shares held by filers: 374,319,288

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MJT & Associates Financial Advisory Gro…	1,500	$128K	0.12%		13F-HR Timeline
LRI Investments, LLC	1,460	$124K	0.01%	0	13F-HR Timeline
Lowe Wealth Advisors, LLC	1,458	$124K	0.05%	-176	13F-HR Timeline
New Republic Capital, LLC	1,451	$123K	0.05%	+180	13F-HR Timeline
Mechanics Financial Corp	1,431	$122K	0.06%	0	13F-HR Timeline
CNB Bank	1,425	$121K	0.06%	0	13F-HR Timeline
Medallion Wealth Advisors, LLC	1,420	$121K	0.06%	0	13F-HR Timeline
MorganRosel Wealth Management, LLC	1,407	$120K	0.04%	new	13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	1,364	$116K	0.05%	0	13F-HR Timeline
Qube Research & Technologies Ltd	1,358	$116K	<0.01%	-5,328	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	1,345	$114K	0.05%	0	13F-HR Timeline
Darwin Wealth Management, LLC	1,269	$112K	0.04%	0	13F-HR Timeline
MOTCO	1,308	$111K	0.01%	0	13F-HR Timeline
Glen Eagle Advisors, LLC	1,292	$110K	0.02%	0	13F-HR Timeline
Vermillion & White Wealth Management Gr…	1,276	$109K	0.08%	0	13F-HR Timeline
Provenance Wealth Advisors, LLC	1,275	$108K	0.02%	0	13F-HR Timeline
Hemington Wealth Management	1,239	$105K	0.02%	0	13F-HR Timeline
MARQUETTE ASSOCIATES, INC.	1,197	$102K	0.1%	0	13F-HR Timeline
Washington Trust Advisors, Inc.	1,195	$102K	0.01%	+372	13F-HR Timeline
Anchor Investment Management, LLC	1,168	$99.4K	0.01%	-41	13F-HR Timeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…	1,209	$98.8K	<0.01%	0	13F-HR Timeline
North Capital, Inc.	1,159	$98.6K	0.09%		13F-HR Timeline
Key Financial Inc	1,149	$97.7K	0.02%	+5	13F-HR Timeline
Capital Investment Counsel, Inc	1,114	$94.8K	0.01%	0	13F-HR Timeline
Financial Perspectives, Inc	1,085	$92.3K	0.03%	0	13F-HR Timeline
West Financial Advisors, LLC	1,040	$88.5K	0.02%	0	13F-HR Timeline
ARCADIA INVESTMENT ADVISORS LLC	1,038	$88.3K	0.05%	0	13F-HR Timeline
Avalon Trust Co	1,000	$85.1K	0.01%	-1,000	13F-HR Timeline
Koesten, Hirschmann & Crabtree, INC.	1,000	$85.1K	0.05%	0	13F-HR Timeline
Comprehensive Financial Planning, Inc./…	991	$84.3K	0.08%	+1	13F-HR Timeline
Hopwood Financial Services, Inc.	945	$80.4K	0.06%	0	13F-HR Timeline
Ridgewood Investments LLC	928	$78.9K	0.04%	0	13F-HR Timeline
Morse Asset Management, Inc	911	$77.5K	0.02%	+41	13F-HR Timeline
Asset Dedication, LLC	887	$75.5K	0.01%	0	13F-HR Timeline
Roxbury Financial LLC	830	$74.3K	0.07%	+571	13F-HR Timeline
Banque Transatlantique SAin group Banque Transatlantique SA	850	$72.3K	<0.01%	new	13F-HR/A Timeline Group
PITTENGER & ANDERSON INC	766	$65.2K	<0.01%	0	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	766	$65.1K	0.05%	0	13F-HR Timeline
CX Institutional	757	$64K	<0.01%	new	13F-HR Timeline
Cetera Trust Company, N.A	750	$63.8K	0.04%	0	13F-HR Timeline
Redwood Park Advisors LLC	749	$63.7K	0.05%	+20	13F-HR Timeline
BARRETT & COMPANY, INC.	749	$63.7K	0.03%	0	13F-HR Timeline
SIMA Wealth Partners, LLC	747	$63.5K	0.05%	0	13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	738	$62.8K	0.02%	+272	13F-HR Timeline
Hughes Financial Services, LLC	687	$58.6K	0.01%	new	13F-HR Timeline
American Capital Advisory, LLC	675	$57.4K	0.03%	0	13F-HR Timeline
Rialto Wealth Management, LLC	667	$56.7K	0.02%	0	13F-HR Timeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…	649	$56K	0.01%	-12	13F-HR Timeline Group
GPS Wealth Strategies Group, LLC	639	$54.4K	0.01%	0	13F-HR Timeline
Colony Family Offices, LLC	638	$54.3K	0.02%	0	13F-HR Timeline
First Command Advisory Services, Inc.	619	$52.7K	<0.01%	0	13F-HR Timeline
FIDUCIARY ADVISORS, INC.	611	$52K	0.05%	+2	13F-HR Timeline
Concord Wealth Partnersin group Concord Wealth Partners	610	$51.9K	0.01%	0	13F-HR Timeline Group
EQ WEALTH ADVISORS, LLC	604	$51.4K	0.04%	new	13F-HR Timeline
Morling Financial Advisors, LLC	600	$51K	0.02%	-12	13F-HR Timeline
Copia Wealth Management	580	$49.3K	0.05%	0	13F-HR Timeline
Robinswood Financial LLC	577	$49.1K	0.02%	-20	13F-HR Timeline
Milestone Investment Advisors LLC	562	$47.8K	0.01%	new	13F-HR Timeline
Woodside Wealth Management LLC	560	$47.6K	0.04%		13F-HR Timeline
Coston, McIsaac & Partners	560	$47K	0.01%	+60	13F-HR Timeline
Stonebridge Financial Group, LLC	535	$45.5K	<0.01%	+1	13F-HR Timeline
Headlands Technologies LLC	521	$44.3K	0.01%	new	13F-HR Timeline
Private Wealth Management Group, LLC	518	$44.1K	0.02%	0	13F-HR Timeline
Garde Capital, Inc.	516	$43.9K	<0.01%	new	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	512	$43.6K	0.01%		13F-HR Timeline Group
Cedar Mountain Advisors, LLC	509	$43.3K	0.01%	0	13F-HR Timeline
Realta Investment Advisors	503	$42.8K	0.02%	-16	13F-HR Timeline
New Millennium Group LLC	501	$42.6K	0.03%	0	13F-HR Timeline
Bank of New Hampshire	500	$42.5K	0.01%	0	13F-HR Timeline
SIGNATUREFD, LLC	496	$42.2K	<0.01%	-1,200	13F-HR Timeline
AllSquare Wealth Management LLC	480	$40.8K	0.02%	0	13F-HR Timeline
Rise Advisors, LLC	469	$39.9K	0.02%	+1	13F-HR Timeline
Provident Wealth Management, LLC	460	$39.1K	0.01%	0	13F-HR Timeline
MARSHALL INVESTMENT MANAGEMENT, LLC	458	$39K	0.02%	+4	13F-HR Timeline
Pacific Center for Financial Services	448	$38.1K	0.01%	0	13F-HR Timeline
Mascoma Wealth Management LLC	429	$36.5K	0.01%	+23	13F-HR Timeline
Physician Wealth Advisors, Inc.	426	$36.3K	0.01%	new	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	418	$35.6K	<0.01%	0	13F-HR Timeline
WOLFF WIESE MAGANA LLC	416	$35.4K	0.02%	0	13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	410	$34.9K	0.03%	-17	13F-HR Timeline Group
Sage Mountain Advisors LLC	403	$34.3K	<0.01%	0	13F-HR Timeline
Breakwater Investment Management	388	$33K	0.01%	0	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	380	$32.3K	<0.01%	0	13F-HR Timeline
Hoese & Co LLP	366	$31.1K	0.03%	0	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	360	$30.6K	<0.01%	-4,682	13F-HR Timeline
Security National Bank	360	$30.6K	0.01%	-318,356	13F-HR Timeline
Rossby Financial, LCC	367	$30.6K	0.01%	new	13F-HR Timeline
N.E.W. Advisory Services LLC	358	$30.5K	<0.01%	new	13F-HR Timeline
Future Financial Wealth Managment LLC	343	$29.2K	0.02%	0	13F-HR Timeline
Paladin Advisory Group, LLC	337	$28.7K	0.02%	0	13F-HR Timeline
Riggs Asset Managment Co. Inc.	331	$28.2K	0.01%	new	13F-HR Timeline
TOWER TRUST & INVESTMENT Co	320	$26.9K	0.02%		13F-HR Timeline
Arax Advisory Partners	316	$26.9K	<0.01%	new	13F-HR Timeline
GODSEY & GIBB, INC	300	$25.5K	<0.01%	0	13F-HR Timeline
First Pacific Financial	300	$25.5K	0.01%	0	13F-HR Timeline
PEOPLES FINANCIAL SERVICES CORP.	300	$25.5K	0.01%	0	13F-HR Timeline
SJS Investment Consulting Inc.	295	$25.1K	<0.01%	0	13F-HR Timeline
Crews Bank & Trust	275	$23.4K	<0.01%	0	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	247	$21K	0.02%	0	13F-HR Timeline
Glass Jacobson Investment Advisors llc	236	$20.9K	0.01%	0	13F-HR Timeline
Fourth Dimension Wealth, LLC	243	$20.7K	0.01%	0	13F-HR Timeline
Christopher J. Hasenberg, Inc	241	$20.6K	0.01%	0	13F-HR Timeline
Synergy Investment Management, LLC	224	$19.1K	0.01%	0	13F-HR Timeline
CONSULTIVA WEALTH MANAGEMENT, CORP.	206	$17.5K	0.06%	0	13F-HR Timeline
Westside Investment Management, Inc.	200	$17K	<0.01%	0	13F-HR Timeline
Clearstead Trust, LLC	200	$17K	<0.01%	0	13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	190	$16.2K	0.01%	0	13F-HR Timeline
Core Alternative Capital	190	$16.2K	<0.01%	0	13F-HR Timeline
Smallwood Wealth Investment Management,…	190	$16.2K	0.01%	new	13F-HR Timeline
ATTICUS WEALTH MANAGEMENT, LLC	186	$15.9K	0.01%	-5	13F-HR Timeline
Sound Income Strategies, LLC	183	$15.6K	<0.01%	+128	13F-HR Timeline
McIlrath & Eck, LLC	182	$15.5K	<0.01%	0	13F-HR Timeline
Eukles Asset Management	166	$14.1K	0.01%	0	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	159	$14.1K	<0.01%	0	13F-HR Timeline
West Branch Capital LLC	160	$13.6K	<0.01%	0	13F-HR Timeline
Transce3nd, LLC	157	$13.4K	0.01%	-4	13F-HR Timeline
GRAYBILL WEALTH MANAGEMENT, LTD.	150	$12.8K	<0.01%		13F-HR Timeline
NFSG Corp	145	$12.3K	<0.01%	-140	13F-HR Timeline
SRH ADVISORS, LLC	144	$12.2K	<0.01%	0	13F-HR Timeline
Wayfinding Financial, LLC	148	$12K	0.01%	new	13F-HR Timeline
Main Management LLCin group Main Management ETF Advisors,…	144	$12K	<0.01%	-23	13F-HR Timeline Group
Cornerstone National Bank & Trust Co	141	$12K	0.01%	0	13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	131	$11.1K	<0.01%	0	13F-HR Timeline
NWK Group, Inc.	128	$10.9K	<0.01%	0	13F-HR Timeline
IAG Wealth Partners, LLC	126	$10.7K	<0.01%	0	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	124	$10.5K	<0.01%	0	13F-HR Timeline
2UniFi Bank	108	$9.66K	0.01%	-300	13F-HR Timeline
FLAGSHIP WEALTH ADVISORS, LLC	109	$9.27K	<0.01%	0	13F-HR/A Timeline
Nalls Sherbakoff Group, LLC	96	$8.17K	0.01%		13F-HR Timeline
Midwest Capital Advisors, LLC	94	$8K	<0.01%	-1,718	13F-HR Timeline
Smartleaf Asset Management LLC	94	$7.98K	<0.01%	0	13F-HR Timeline
Towne Trust Company, N.A	92	$7.83K	<0.01%	new	13F-HR Timeline
Jackson, Grant Investment Advisers, Inc.	79	$6.71K	<0.01%	0	13F-HR Timeline
Whipplewood Advisors, LLC	83	$6.21K	<0.01%	new	13F-HR Timeline
Runnymede Capital Advisors, Inc.	72	$6.12K	0.01%	0	13F-HR Timeline
Peoples Bank/KS	71	$6.04K	<0.01%	0	13F-HR Timeline
Keystone Global Partners, LLC	49	$4.17K	<0.01%		13F-HR Timeline
West Oak Capital, LLC	4,600	$3.91K	0.15%	0	13F-HR Timeline
Abound Wealth Management	39	$3.32K	<0.01%	0	13F-HR Timeline
Frazier Financial Advisors, LLC	39	$3.32K	<0.01%	0	13F-HR Timeline
VSM Wealth Advisory, LLC	39	$3.32K	<0.01%	0	13F-HR Timeline
Northwest Capital Management Inc	31	$2.65K	<0.01%	-3	13F-HR Timeline
Rosenberg Matthew Hamilton	26	$2.21K	<0.01%	0	13F-HR Timeline
Tradewinds Capital Management, LLC	25	$2.13K	<0.01%	new	13F-HR Timeline
Sellwood Investment Partners LLC	24	$2.04K	<0.01%	-68	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	24	$2.04K	<0.01%	-1	13F-HR Timeline
HARBOR CAPITAL ADVISORS, INC.	28	$2K	<0.01%	new	13F-HR Timeline
10Elms LLP	20	$1.7K	<0.01%	0	13F-HR Timeline
Global Wealth Strategies & Associates	17	$1.45K	<0.01%	new	13F-HR Timeline
Spurstone Advisory Services, LLC	17	$1.45K	0.03%	new	13F-HR Timeline
Capital A Wealth Management, LLC	16	$1.36K	<0.01%	-9	13F-HR Timeline
Insight Inv LLC	14	$1.19K	<0.01%	0	13F-HR Timeline
Avion Wealth	22	$1K	<0.01%	0	13F-HR Timeline
LOGAN CAPITAL MANAGEMENT INC	10	$851	<0.01%	0	13F-HR Timeline
Creekmur Asset Management LLC	9	$766	<0.01%	0	13F-HR Timeline
Luminist Capital LLC	8	$683	<0.01%	0	13F-HR Timeline
Raleigh Capital Management Inc.	8	$683	<0.01%	-526	13F-HR Timeline
SYM FINANCIAL Corp	5	$437	<0.01%	0	13F-HR Timeline
Ruedi Wealth Management, Inc.	5	$425	<0.01%	0	13F-HR Timeline
LONDON CO OF VIRGINIA	2	$148	<0.01%	-10,029	13F-HR Timeline
Performa Ltd (US), LLC	1	$85	<0.01%	0	13F-HR Timeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0		-1,579	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC	10	$858K		-9,693	13F-HR TimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.