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Disclosery

IWR ISHARES TR

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SHS (fund)

1,431 managers (1,445 13F filers) reported a position in IWR shares at 2025-06-30, 374,864,816 shares in all. 114 filers opened a position and 48 filers sold out during the quarter.

Managers
1,431
13F filers
1,445
New
114
Added
454
Reduced
471
Sold out
48
Shares held by filers
374,864,816

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Compass Ion Advisors, LLC2,316$213K0.02%new13F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,312$213K0.01%new13F-HR/ATimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …2,295$212K0.02%new13F-HRTimelineGroup
Welch Group, LLC2,304$212K0.01%new13F-HRTimeline
Athena Investment Management2,299$211K0.12%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,299$211K<0.01%-50413F-HRTimeline
Benchmark Financial Wealth Advisors, LLC2,288$210K0.07%new13F-HRTimeline
Olistico Wealth, LLC2,285$210K0.12%-313F-HRTimeline
MainStreet Investment Advisors LLC2,283$210K0.03%new13F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC2,282$210K0.07%-19513F-HRTimeline
Confluence Wealth Services, Inc.2,280$210K0.01%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC2,277$209K0.12%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,254$207K<0.01%-99613F-HRTimelineGroup
Premier Financial Group2,208$207K0.06%13F-HRTimeline
Trexquant Investment LP2,245$206K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC2,244$206K0.03%+22013F-HRTimeline
Roehl & Yi Investment Advisors, LLC2,242$206K0.11%-36313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,227$205K0.02%new13F-HRTimeline
Firestone Capital Management2,224$205K0.05%new13F-HRTimeline
Mission Creek Capital Partners, Inc.2,217$204K0.05%new13F-HRTimeline
Stokes Family Office, LLC2,208$203K0.02%new13F-HRTimeline
Impact Capital Partners LLC2,205$203K0.07%new13F-HRTimeline
Financial Advisory Corp2,200$202K0.03%new13F-HRTimeline
Horizon Investment Services, LLC2,198$202K0.09%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,147$202K0.07%new13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…2,136$201K0.07%new13F-HRTimeline
Fingerlakes Wealth Management, Inc.2,189$201K0.15%new13F-HRTimeline
Marion Wealth Management2,188$201K0.05%new13F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,187$201K0.01%new13F-HRTimeline
Pettee Investors, Inc.2,184$201K0.12%new13F-HRTimeline
Topsail Wealth Management, LLC2,076$191K0.03%013F-HRTimeline
Park Place Capital Corp1,941$180K0.04%-60413F-HRTimeline
Westwind Capital1,943$179K0.04%013F-HRTimeline
Millstone Evans Group, LLC1,932$178K0.12%-39813F-HRTimeline
Parkworth Wealth Management, Inc.1,898$175K0.13%+613F-HRTimeline
BALLAST ADVISORS LLC1,873$172K0.05%-2213F-HRTimeline
Capital Advisors, Ltd. LLC1,840$169K0.02%013F-HRTimeline
Integrity Financial Corp /WA1,805$166K0.08%013F-HRTimeline
Painted Porch Advisors LLC1,800$166K0.07%013F-HRTimeline
LGT Financial Advisors LLC1,767$163K0.41%+513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,761$162K0.01%-75913F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC1,759$162K0.05%-5013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,741$160K0.07%013F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…1,692$156K0.01%-4,55813F-HRTimelineGroup
FSA Wealth Management LLC1,681$155K0.06%-3013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,638$151K0.01%013F-HRTimeline
Capital Investment Counsel, Inc1,598$147K0.02%+48413F-HRTimeline
Hamilton Point Investment Advisors, LLC1,555$143K0.02%-11713F-HRTimeline
CVA Family Office, LLC1,539$142K0.02%013F-HRTimeline
Financial Freedom, LLC1,533$141K0.08%+213F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,523$140K<0.01%013F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…1,500$138K0.17%013F-HR/ATimeline
New Republic Capital, LLC1,471$135K0.05%+2013F-HRTimeline
LRI Investments, LLC1,460$134K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,420$132K0.05%013F-HRTimeline
CNB Bank1,425$131K0.06%013F-HRTimeline
Cetera Trust Company, N.A1,425$131K0.08%+67513F-HRTimeline
Capital Investment Advisory Services, L…1,421$131K0.01%-10913F-HRTimeline
High Note Wealth, LLC1,410$130K0.03%-15213F-HRTimeline
MorganRosel Wealth Management, LLC1,407$129K0.04%013F-HRTimeline
Covenant Partners, LLC1,367$126K0.04%-14113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,364$125K0.05%013F-HRTimeline
AMERIFLEX GROUP, INC.1,363$125K0.07%-85813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,345$124K0.05%013F-HRTimeline
Nemes Rush Group LLC1,325$122K0.01%-8,84313F-HRTimeline
Glen Eagle Advisors, LLC1,292$119K0.02%013F-HRTimeline
Darwin Wealth Management, LLC1,277$117K0.04%+813F-HRTimeline
Vermillion & White Wealth Management Gr…1,276$117K0.08%013F-HRTimeline
Provenance Wealth Advisors, LLC1,275$117K0.02%013F-HRTimeline
Mechanics Financial Corp1,231$113K0.05%-20013F-HRTimeline
MOTCO1,208$113K0.01%-10013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,209$111K<0.01%013F-HRTimeline
MARQUETTE ASSOCIATES, INC.1,197$110K0.11%013F-HRTimeline
Anchor Investment Management, LLC1,168$107K0.01%013F-HRTimeline
Truvestments Capital LLC1,140$105K0.02%-79813F-HRTimeline
Financial Perspectives, Inc1,085$99.7K0.03%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,082$99.5K0.01%new13F-HR/ATimeline
West Financial Advisors, LLC1,040$95.6K0.02%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,038$95.5K0.05%013F-HRTimeline
Avalon Trust Co1,000$92K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,000$92K0.05%013F-HRTimeline
HARRIS ASSOCIATES L P1,000$91.9K<0.01%new13F-HRTimeline
Clearstead Trust, LLC996$91.6K0.02%+79613F-HRTimeline
Comprehensive Financial Planning, Inc./…993$91.3K0.07%+213F-HRTimeline
Lowe Wealth Advisors, LLC958$88.1K0.03%-50013F-HRTimeline
Hopwood Financial Services, Inc.945$86.9K0.07%013F-HRTimeline
Washington Trust Advisors, Inc.931$85.6K0.01%-26413F-HRTimeline
Ridgewood Investments LLC928$85.3K0.04%013F-HRTimeline
Morse Asset Management, Inc921$84.7K0.02%+1013F-HRTimeline
Piscataqua Savings Bank900$82.8K0.07%new13F-HRTimeline
Asset Dedication, LLC887$81.6K0.01%013F-HRTimeline
Rossby Financial, LCC872$80.2K0.03%+50513F-HRTimeline
Bogart Wealth, LLC850$78.2K<0.01%-84013F-HRTimeline
GPS Wealth Strategies Group, LLC835$76.8K0.01%+19613F-HRTimeline
Roxbury Financial LLC831$76.4K0.07%+113F-HRTimeline
PITTENGER & ANDERSON INC766$70.5K<0.01%013F-HRTimeline
Redwood Park Advisors LLC749$68.9K0.05%013F-HRTimeline
BARRETT & COMPANY, INC.749$68.9K0.03%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC738$67.9K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc720$66.3K0.03%+48413F-HRTimeline
Quantbot Technologies LP699$64.3K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC686$63.1K0.02%new13F-HRTimeline
Hughes Financial Services, LLC668$62.3K0.01%-1913F-HRTimeline
American Capital Advisory, LLC675$62.1K0.03%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC672$61.8K0.04%-9413F-HRTimeline
Rialto Wealth Management, LLC667$61.3K0.02%013F-HRTimeline
WealthCollab, LLC664$61.1K0.03%-1,29013F-HRTimeline
North Capital, Inc.659$60.6K0.05%-50013F-HRTimeline
Colony Family Offices, LLC638$58.7K0.02%013F-HRTimeline
Robinswood Financial LLC618$56.9K0.02%+4113F-HRTimeline
EQ WEALTH ADVISORS, LLC604$55.5K0.04%013F-HRTimeline
Morling Financial Advisors, LLC600$55.2K0.02%013F-HRTimeline
SIMA Wealth Partners, LLC584$53.7K0.04%-16313F-HRTimeline
Copia Wealth Management584$53.7K0.05%+413F-HRTimeline
Providence Capital Advisors, LLC580$53.4K0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…576$53K<0.01%-7313F-HRTimelineGroup
Milestone Investment Advisors LLC562$51.7K0.01%013F-HRTimeline
Woodside Wealth Management LLC560$51.5K0.04%013F-HRTimeline
Berkshire Money Management, Inc.553$50.9K0.01%new13F-HRTimeline
Private Wealth Management Group, LLC518$47.6K0.02%013F-HRTimeline
Garde Capital, Inc.516$47.5K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …513$47.2K0.01%13F-HRTimelineGroup
Cedar Mountain Advisors, LLC509$46.8K0.01%013F-HRTimeline
Realta Investment Advisors504$46.3K0.02%+113F-HRTimeline
New Millennium Group LLC501$46.1K0.03%013F-HRTimeline
Bank of New Hampshire500$46K0.01%013F-HRTimeline
Coston, McIsaac & Partners500$45K0.01%-6013F-HRTimeline
AllSquare Wealth Management LLC480$44.1K0.02%013F-HRTimeline
Key Financial Inc472$43.4K0.01%-67713F-HRTimeline
Rise Advisors, LLC471$43.3K0.02%+213F-HRTimeline
Atlantic Private Wealth, LLC466$42.9K0.03%new13F-HRTimeline
Provident Wealth Management, LLC460$42.3K0.01%013F-HRTimeline
Pacific Center for Financial Services448$41.2K0.01%013F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…436$40.1K<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP468$39.8K0.02%13F-HRTimeline
Crews Bank & Trust425$39.1K0.01%+15013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC418$38.4K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC415$38.2K0.01%+22913F-HRTimeline
Legacy Investment Solutions, LLC410$37.7K0.02%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…410$37.7K0.02%013F-HRTimelineGroup
Mascoma Wealth Management LLC406$37.3K0.01%-2313F-HRTimeline
Traub Capital Management LLC400$36.8K0.03%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV398$36.6K<0.01%+3813F-HRTimeline
WOLFF WIESE MAGANA LLC398$36.6K0.02%-1813F-HRTimeline
Physician Wealth Advisors, Inc.393$36.2K0.01%-3313F-HRTimeline
Headlands Technologies LLC392$36.1K<0.01%-12913F-HRTimeline
Breakwater Investment Management388$35.7K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC380$34.9K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.366$33.7K<0.01%-25313F-HRTimeline
Hoese & Co LLP366$33.7K0.03%013F-HRTimeline
Security National Bank360$33.1K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC343$31.5K0.02%013F-HRTimeline
Paladin Advisory Group, LLC337$31K0.02%013F-HRTimeline
TOWER TRUST & INVESTMENT Co320$29.4K0.02%013F-HRTimeline
Arax Advisory Partners316$29.1K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC312$28.7K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners305$28.1K<0.01%-30513F-HRTimelineGroup
Advantage Trust Co304$28K0.01%new13F-HRTimeline
GODSEY & GIBB, INC300$27.6K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.300$27.6K0.01%013F-HRTimeline
First Pacific Financial300$27.6K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.295$27.1K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.245$22.5K0.03%13F-HRTimeline
Christopher J. Hasenberg, Inc241$22.2K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC247$21K0.02%013F-HRTimeline
Hemington Wealth Management231$21K<0.01%-1,00813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC216$19.9K<0.01%new13F-HRTimelineGroup
Raleigh Capital Management Inc.215$19.7K0.01%+20713F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.206$18.9K0.06%013F-HRTimeline
Westside Investment Management, Inc.200$18.4K<0.01%013F-HRTimeline
RMG Wealth Management LLC193$18.1K<0.01%13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.190$17.5K0.01%013F-HRTimeline
Core Alternative Capital190$17.5K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…190$17.5K0.01%013F-HRTimeline
CX Institutional184$17K<0.01%-57313F-HR/ATimeline
Fourth Dimension Wealth, LLC184$16.9K0.01%-5913F-HRTimeline
McIlrath & Eck, LLC182$16.7K<0.01%013F-HRTimeline
Eukles Asset Management166$15.3K0.01%013F-HRTimeline
West Branch Capital LLC160$14.7K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC159$14.6K<0.01%013F-HRTimeline
NFSG Corp145$13.3K<0.01%013F-HRTimeline
SRH ADVISORS, LLC144$13.2K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…144$13K<0.01%013F-HRTimelineGroup
Cornerstone National Bank & Trust Co141$13K0.01%013F-HRTimeline
Sound Income Strategies, LLC140$12.9K<0.01%-4313F-HRTimeline
SIGNATUREFD, LLC138$12.7K<0.01%-35813F-HRTimeline
Smartleaf Asset Management LLC137$12.5K<0.01%+4313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC132$12.1K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…131$12K<0.01%013F-HRTimeline
NWK Group, Inc.128$11.8K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC126$11.6K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC124$11.4K<0.01%013F-HRTimeline
Transce3nd, LLC117$10.8K<0.01%-4013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC109$10K<0.01%013F-HRTimeline
2UniFi Bank108$9.93K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.100$9.21K<0.01%+2113F-HRTimeline
Pandora Wealth, Inc.100$9.2K0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC96$8.83K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton93$8.55K<0.01%+6713F-HRTimeline
Towne Trust Company, N.A92$8.46K<0.01%013F-HR/ATimeline