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Disclosery

IWR ISHARES TR

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SHS (fund)

1,417 managers (1,432 13F filers) reported a position in IWR shares at 2025-09-30, 384,701,670 shares in all. 69 filers opened a position and 68 filers sold out during the quarter.

Managers
1,417
13F filers
1,432
New
69
Added
477
Reduced
457
Sold out
68
Shares held by filers
384,701,670

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Arlington Financial Advisors, LLC2,191$212K0.03%new13F-HRTimeline
Marion Wealth Management2,188$211K0.05%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,187$211K0.01%013F-HRTimeline
Pettee Investors, Inc.2,184$211K0.12%013F-HRTimeline
Horizon Investment Services, LLC2,183$211K0.08%-1513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,182$211K0.07%+3513F-HRTimeline
Armor Investment Advisors, LLC2,160$209K0.07%-7,32413F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…2,136$208K0.07%013F-HRTimeline
Financial Advisory Corp2,140$207K0.03%-6013F-HRTimeline
Apella Capital, LLC2,153$205K<0.01%-18613F-HRTimeline
Fonville Wealth Management LLC2,119$205K0.05%new13F-HRTimeline
Olistico Wealth, LLC2,108$204K0.11%-17713F-HRTimeline
Burns Matteson Capital Management, LLC2,102$203K0.09%new13F-HRTimeline
Independent Family Office, LLC2,100$203K0.09%new13F-HRTimeline
Pointe Capital Management LLC2,087$202K0.1%new13F-HRTimeline
McAdam, LLC2,081$201K0.01%new13F-HRTimeline
TRUST CO OF OKLAHOMA2,080$201K0.06%new13F-HRTimeline
Topsail Wealth Management, LLC2,076$200K0.03%013F-HRTimeline
Stewardship Advisors, LLC2,074$200K0.05%new13F-HRTimeline
Capital Advisors, Ltd. LLC2,047$198K0.02%+20713F-HRTimeline
Westwind Capital1,943$188K0.04%013F-HRTimeline
Millstone Evans Group, LLC1,932$187K0.12%013F-HRTimeline
MRP Capital Investments, LLC1,946$179K0.15%-62513F-HR/ATimeline
VALLEY NATIONAL ADVISERS INC1,820$175K0.03%-2,06813F-HRTimeline
Integrity Financial Corp /WA1,805$174K0.08%013F-HRTimeline
Painted Porch Advisors LLC1,800$174K0.07%013F-HRTimeline
LGT Financial Advisors LLC1,773$171K0.37%+613F-HRTimeline
Hamilton Point Investment Advisors, LLC1,759$170K0.03%+20413F-HRTimeline
Strategic Wealth Partners, Ltd.1,672$161K0.01%-1,41913F-HRTimeline
BALLAST ADVISORS LLC1,642$159K0.04%-23113F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,620$157K0.06%-12113F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,579$153K<0.01%+37013F-HRTimeline
CVA Family Office, LLC1,539$149K0.02%013F-HRTimeline
Financial Freedom, LLC1,536$148K0.07%+313F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,523$147K<0.01%013F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…1,500$145K0.12%013F-HRTimeline
New Republic Capital, LLC1,473$142K0.04%+213F-HRTimeline
FSA Wealth Management LLC1,471$142K0.05%-21013F-HRTimeline
Capital Investment Advisory Services, L…1,470$142K0.01%+4913F-HRTimeline
LRI Investments, LLC1,460$141K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,438$139K0.01%-20013F-HRTimeline
CNB Bank1,425$138K0.06%013F-HRTimeline
Cetera Trust Company, N.A1,425$138K0.08%013F-HRTimeline
Medallion Wealth Advisors, LLC1,420$137K0.05%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA1,373$133K0.27%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,364$132K0.05%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,345$130K0.05%013F-HR/ATimeline
Nemes Rush Group LLC1,329$128K0.01%+413F-HRTimeline
First Command Advisory Services, Inc.1,319$127K<0.01%+95313F-HRTimeline
High Note Wealth, LLC1,308$126K0.03%-10213F-HRTimeline
Glen Eagle Advisors, LLC1,292$125K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,284$124K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC1,281$124K0.04%+413F-HRTimeline
Vermillion & White Wealth Management Gr…1,276$123K0.07%013F-HRTimeline
Provenance Wealth Advisors, LLC1,275$123K0.02%013F-HRTimeline
MOTCO1,208$117K0.01%013F-HRTimeline
MARQUETTE ASSOCIATES, INC.1,197$116K0.14%013F-HRTimeline
Anchor Investment Management, LLC1,169$113K0.01%+113F-HRTimeline
Root Financial Partners, LLC1,165$112K0.01%new13F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…1,163$112K0.01%-52913F-HRTimelineGroup
Covenant Partners, LLC1,162$112K0.03%-20513F-HRTimeline
Park Place Capital Corp1,150$111K0.02%-79113F-HRTimeline
Truvestments Capital LLC1,140$110K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.1,138$110K0.01%+20713F-HRTimeline
Mechanics Financial Corp1,127$109K0.04%-10413F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,123$108K<0.01%new13F-HRTimeline
Financial Perspectives, Inc1,043$101K0.03%-4213F-HRTimeline
West Financial Advisors, LLC1,040$100K0.02%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,038$100K0.05%013F-HRTimeline
Fourth Dimension Wealth, LLC1,034$99.8K0.04%+85013F-HRTimeline
Knott David M Jr695$99K0.04%new13F-HRTimeline
Avalon Trust Co1,000$96.5K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,000$96.5K0.05%013F-HRTimeline
HARRIS ASSOCIATES L P1,000$96.5K<0.01%013F-HRTimeline
Rossby Financial, LCC997$96.2K0.03%+12513F-HRTimeline
Comprehensive Financial Planning, Inc./…994$96K0.07%+113F-HRTimeline
Raleigh Capital Management Inc.978$94.4K0.04%+76313F-HRTimeline
Lowe Wealth Advisors, LLC958$92.5K0.03%013F-HRTimeline
Corsicana & Co.948$91.5K0.05%13F-HRTimeline
Hopwood Financial Services, Inc.945$91.2K0.06%013F-HRTimeline
Morse Asset Management, Inc921$88.9K0.02%013F-HRTimeline
MMA ASSET MANAGEMENT LLC914$88.2K0.03%new13F-HRTimeline
Glass Jacobson Investment Advisors llc913$88.2K0.03%+19313F-HRTimeline
Piscataqua Savings Bank900$86.9K0.07%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC892$86.1K0.02%+15413F-HRTimeline
Asset Dedication, LLC887$85.6K0.01%013F-HRTimeline
CX Institutional866$84K<0.01%+68213F-HRTimeline
Bogart Wealth, LLC863$83.4K<0.01%+1313F-HRTimeline
Select Equity Group, L.P.858$82.8K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC835$80.7K0.01%013F-HRTimeline
Cornerstone Planning Group LLC573$78.8K0.01%new13F-HRTimeline
Roxbury Financial LLC794$76.7K0.07%-3713F-HRTimeline
Key Financial Inc773$74.6K0.01%+30113F-HRTimeline
PITTENGER & ANDERSON INC766$74K<0.01%013F-HRTimeline
Redwood Park Advisors LLC749$72.3K0.05%013F-HRTimeline
BARRETT & COMPANY, INC.749$72.3K0.02%013F-HRTimeline
Morling Financial Advisors, LLC701$67.7K0.02%+10113F-HRTimeline
Quaker Wealth Management, LLC686$66.2K0.02%013F-HRTimeline
American Capital Advisory, LLC675$65.2K0.03%013F-HRTimeline
Hughes Financial Services, LLC668$64.2K0.01%013F-HRTimeline
WealthCollab, LLC664$64.1K0.03%013F-HRTimeline
North Capital, Inc.660$63.7K0.05%+113F-HRTimeline
AMERIFLEX GROUP, INC.650$62.8K0.02%-71313F-HRTimeline
Colony Family Offices, LLC638$61.6K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC612$59.1K0.04%-6013F-HRTimeline
Robinswood Financial LLC612$59.1K0.02%-613F-HRTimeline
Clearstead Trust, LLC603$58.2K0.01%-39313F-HRTimeline
Copia Wealth Management584$56.4K0.04%013F-HRTimeline
Providence Capital Advisors, LLC580$56K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…578$55.7K<0.01%+213F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV569$54.9K<0.01%+17113F-HRTimeline
Milestone Investment Advisors LLC562$54.3K0.01%013F-HRTimeline
Woodside Wealth Management LLC560$54.1K0.04%013F-HRTimeline
SIMA Wealth Partners, LLC542$52.3K0.04%-4213F-HRTimeline
Crews Bank & Trust525$50.7K0.01%+10013F-HRTimeline
Cedar Mountain Advisors, LLC509$49.1K0.01%013F-HRTimeline
Bank of New Hampshire500$48.3K0.01%013F-HRTimeline
Coston, McIsaac & Partners500$48K0.01%013F-HRTimeline
Private Wealth Management Group, LLC488$47.1K0.01%-3013F-HRTimeline
AllSquare Wealth Management LLC480$46.3K0.02%013F-HRTimeline
Rise Advisors, LLC472$45.6K0.02%+113F-HRTimeline
Atlantic Private Wealth, LLC466$45K0.03%013F-HRTimeline
Provident Wealth Management, LLC460$44.4K0.01%013F-HRTimeline
Pacific Center for Financial Services448$43.3K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC418$40.4K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC406$39.2K0.01%013F-HRTimeline
Realta Investment Advisors401$38.7K0.01%-10313F-HRTimeline
Smartleaf Asset Management LLC400$38.6K<0.01%+26313F-HRTimeline
WOLFF WIESE MAGANA LLC398$38.4K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.390$37.6K0.01%-313F-HRTimeline
CARDIFF PARK ADVISORS, LLC380$36.7K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC379$36.6K0.01%-28813F-HRTimeline
Security National Bank360$34.8K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC343$33.1K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Paladin Advisory Group, LLC337$32.5K0.03%013F-HRTimeline
KERR FINANCIAL PLANNING Corp336$31.7K0.04%13F-HR/ATimeline
TOWER TRUST & INVESTMENT Co320$30.9K0.02%013F-HRTimeline
HHM Wealth Advisors, LLC312$30.1K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners305$29.4K<0.01%013F-HRTimelineGroup
Advantage Trust Co304$29.4K0.01%013F-HRTimeline
GODSEY & GIBB, INC300$29K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.300$29K0.01%013F-HRTimeline
First Pacific Financial297$28.7K<0.01%-313F-HRTimeline
SJS Investment Consulting Inc.295$28.5K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC247$23.8K0.02%013F-HRTimeline
Hemington Wealth Management231$22K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …222$21.4K<0.01%13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC216$20.9K<0.01%013F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.206$19.9K0.06%013F-HRTimeline
Westside Investment Management, Inc.200$19.3K<0.01%013F-HRTimeline
RMG Wealth Management LLC193$18.6K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…192$18.5K<0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.190$18.3K0.01%013F-HRTimeline
Core Alternative Capital190$18.3K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…190$18.3K0.01%013F-HRTimeline
McIlrath & Eck, LLC182$17.6K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS180$17.4K<0.01%new13F-HRTimeline
Eukles Asset Management166$16K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC159$15.4K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…144$14K<0.01%013F-HRTimelineGroup
NFSG Corp145$14K<0.01%013F-HRTimeline
SRH ADVISORS, LLC144$13.9K<0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co141$13.6K0.01%013F-HRTimeline
Sound Income Strategies, LLC140$13.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC138$13.3K<0.01%013F-HRTimeline
JPL Wealth Management, LLC134$12.9K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…131$12.6K<0.01%013F-HRTimeline
NWK Group, Inc.128$12.4K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…126$12.2K0.01%-28413F-HRTimelineGroup
IAG Wealth Partners, LLC126$12.2K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC124$12K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.123$11.9K0.01%-12213F-HR/ATimeline
Guerra Advisors Inc118$11.4K<0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC109$10.5K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC108$10.4K<0.01%new13F-HRTimeline
2UniFi Bank108$10.4K0.01%013F-HRTimeline
Compass Financial Services Inc101$9.75K<0.01%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.100$9.69K<0.01%013F-HRTimeline
Pandora Wealth, Inc.100$9.65K0.01%013F-HRTimeline
Strive Asset Management, LLC99$9.56K0.01%new13F-HR/ATimeline
Nalls Sherbakoff Group, LLC96$9.27K0.01%013F-HRTimeline
Hilltop National Bank87$8.4K<0.01%013F-HRTimeline
Luminist Capital LLC76$7.34K0.01%+6813F-HRTimeline
FIRST COMMUNITY TRUST NA74$7.14K0.01%013F-HRTimeline
Clean Yield Group56$5.41K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC52$5.02K<0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …49$4.51K<0.01%013F-HRTimelineGroup
West Oak Capital, LLC4,600$4.44K0.18%013F-HRTimeline
Abound Wealth Management39$3.77K<0.01%-1013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC39$3.77K<0.01%-1,72013F-HRTimeline
Rosenberg Matthew Hamilton38$3.67K<0.01%-5513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC32$3.09K<0.01%-10013F-HRTimeline
Cloud Capital Management, LLC36$3K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…27$2.61K<0.01%-17,52813F-HRTimelineGroup
Sellwood Investment Partners LLC24$2.32K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.24$2.32K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC21$2.03K<0.01%new13F-HRTimeline
Avion Wealth22$2K<0.01%013F-HRTimeline
Caitlin John, LLC20$1.93K<0.01%new13F-HRTimeline
10Elms LLP20$1.93K<0.01%013F-HRTimeline