Skip to content
Disclosery

IWR ISHARES TR

Follow

SHS (fund)

1,510 managers (1,528 13F filers) reported a position in IWR shares at 2025-12-31, 400,670,070 shares in all. 93 filers opened a position and 65 filers sold out during the quarter.

Managers
1,510
13F filers
1,528
New
93
Added
557
Reduced
417
Sold out
65
Shares held by filers
400,670,070

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Heritage Financial Services, LLC2,677$258K0.02%013F-HRTimeline
jvl associates llc2,676$258K0.08%013F-HRTimeline
American Trust2,675$257K0.02%+2013F-HRTimeline
CIBC WORLD MARKET INC.2,672$257K<0.01%+1213F-HRTimeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC2,667$257K0.05%013F-HRTimelineGroup
Tortoise Investment Management, LLC2,648$255K0.02%-5213F-HRTimeline
NIXON PEABODY TRUST CO2,644$255K0.02%-20613F-HRTimeline
Trail Ridge Investment Advisors, LLC2,643$254K0.11%013F-HRTimeline
Silverleafe Capital Partners, LLC2,640$254K0.08%013F-HRTimeline
ARS Investment Partners, LLC2,639$254K0.01%013F-HRTimeline
SoundView Advisors Inc.2,642$254K0.09%new13F-HRTimeline
Thrive Wealth Management, LLC2,633$253K0.04%+4013F-HRTimeline
Alaethes Wealth, LLC2,618$252K0.07%013F-HRTimeline
Perkins Coie Trust Co2,610$251K0.05%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,595$250K<0.01%013F-HRTimelineGroup
PEDDOCK CAPITAL ADVISORS, LLC2,590$249K0.05%-35913F-HRTimeline
Fingerlakes Wealth Management, Inc.2,589$249K0.16%+39513F-HRTimeline
Dunhill Financial, LLC2,577$248K0.06%+18713F-HRTimeline
FSM Wealth Advisors, LLC2,570$247K0.03%013F-HRTimeline
Pacific Sun Financial Corp2,565$247K0.12%013F-HRTimeline
Sovereign Financial Group, Inc.2,554$246K0.04%new13F-HRTimeline
Ledyard National Bank2,544$245K0.02%-2,07513F-HRTimeline
TRUST CO OF VERMONT2,542$245K0.01%013F-HRTimeline
Principle Wealth Partners LLC2,542$245K0.01%+213F-HRTimeline
Ignite Planners, LLC2,467$245K0.04%013F-HRTimeline
Bright Futures Wealth Management, LLC.2,512$242K0.18%013F-HRTimeline
Naviter Wealth, LLC2,509$242K0.03%new13F-HRTimeline
Vectors Research Management, LLC2,507$241K0.07%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC2,500$241K0.16%013F-HRTimeline
SCOTIA CAPITAL INC.2,493$240K<0.01%013F-HRTimeline
Vawter Financial, Ltd.2,492$240K0.1%013F-HR/ATimeline
Asio Capital, LLC2,485$239K0.03%013F-HRTimeline
Founders Financial Alliance, LLC2,478$239K0.05%-1,77013F-HRTimeline
Sound Income Strategies, LLC2,367$239K0.01%+2,22713F-HRTimeline
FIDELITY D & D BANCORP INC2,476$238K0.1%013F-HRTimeline
BCS Wealth Management2,462$237K0.02%new13F-HRTimeline
Walsh & Associates, LLC2,454$236K0.23%13F-HRTimeline
TruWealth Advisors, LLC2,450$236K0.01%-23213F-HRTimeline
Welch Group, LLC2,447$236K0.01%+12613F-HRTimeline
Sharkey, Howes & Javer2,447$236K0.03%new13F-HRTimeline
Frisch Financial Group, Inc.2,445$235K0.05%+813F-HRTimeline
Collaborative Wealth Managment Inc.2,436$235K0.08%new13F-HRTimeline
Hillman Capital Management, Inc.2,433$234K0.15%013F-HRTimeline
GDS Wealth Management2,425$233K0.01%013F-HRTimeline
Piedmont Capital Management, LLC/NC2,410$232K0.15%13F-HRTimeline
ABNER HERRMAN & BROCK LLC2,412$232K0.02%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,406$232K0.07%-9013F-HRTimeline
Hilltop Partners LLC2,388$230K0.06%-113F-HRTimeline
Petros Family Wealth, LLC2,386$230K0.15%-71013F-HRTimeline
ROMANO BROTHERS AND COMPANY2,375$229K0.03%013F-HRTimeline
Bollard Group LLC2,367$228K0.01%+613F-HRTimeline
Creative Capital Management Investments…2,368$228K0.07%013F-HRTimeline
Alpha Omega Wealth Management LLC2,367$228K0.04%013F-HRTimeline
Advus Financial Partners, LLC2,356$227K0.08%013F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED2,330$227K0.02%+713F-HRTimeline
Courage Miller Partners, LLC2,354$227K0.07%013F-HRTimeline
Lantz Financial LLC2,354$227K0.05%-39813F-HRTimeline
Code Waechter LLC2,354$227K0.15%new13F-HRTimeline
Lansing Street Advisors2,329$224K0.06%-13113F-HRTimeline
Tradition Wealth Management, LLC2,326$224K0.02%+113F-HRTimeline
DiNuzzo Private Wealth, Inc.2,325$224K0.02%013F-HRTimeline
First Growth Capital LLC2,191$224K0.2%13F-HRTimeline
Compass Ion Advisors, LLC2,316$223K0.02%013F-HRTimeline
PITCAIRN COgroup of 2 filers holding2,312$223K0Timeline
Benchmark Financial Wealth Advisors, LLC2,305$222K0.06%+913F-HRTimeline
Athena Investment Management2,299$221K0.11%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,299$221K<0.01%013F-HRTimeline
MainStreet Investment Advisors LLC2,283$220K0.03%013F-HRTimeline
Clear Creek Financial Management, LLC2,283$220K0.02%-23513F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,282$220K0.01%+9513F-HRTimeline
Marion Wealth Management2,188$220K0.05%013F-HRTimeline
Confluence Wealth Services, Inc.2,280$219K0.01%013F-HRTimeline
Warburton Capital Management, LLC2,272$218K0.12%013F-HRTimeline
LRI Investments, LLC2,260$218K0.02%+80013F-HRTimeline
Elevation Wealth Management LLC2,252$217K0.21%13F-HRTimeline
Roehl & Yi Investment Advisors, LLC2,252$217K0.09%013F-HRTimeline
Tempo Wealth, LLC2,245$216K0.04%13F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC2,245$216K0.04%013F-HRTimeline
Sachetta, LLC2,242$216K0.12%-59,48913F-HRTimeline
Barry Investment Advisors, LLC2,226$214K0.05%+413F-HRTimeline
Firestone Capital Management2,224$214K0.05%013F-HRTimeline
Premier Financial Group2,208$214K0.06%013F-HRTimeline
Fairman Group, LLC2,220$214K0.17%-58313F-HRTimeline
Horizons Wealth Management2,210$213K0.14%-23613F-HRTimeline
Stokes Family Office, LLC2,208$213K0.02%-1613F-HRTimeline
Rockingstone Advisors LLC2,200$212K0.1%new13F-HRTimeline
Arcadia Wealth Management, LLC2,197$212K0.08%new13F-HRTimeline
Fiduciary Group, LLC2,188$211K0.02%-51013F-HRTimeline
Clear Trail Advisors, LLC2,187$211K0.05%13F-HRTimeline
Horizon Investment Services, LLC2,183$210K0.08%013F-HRTimeline
DV Trading LLC2,173$209K0.02%13F-HRTimeline
Mission Creek Capital Partners, Inc.2,167$209K0.04%-5013F-HRTimeline
Armor Investment Advisors, LLC2,160$208K0.08%013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC2,145$206K0.06%-11513F-HRTimeline
Financial Advisory Corp2,140$206K0.03%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…2,136$206K0.07%013F-HRTimeline
Phillips Wealth Planners LLC2,036$205K0.16%new13F-HRTimeline
BLALOCK WILLIAMS, LLC2,132$205K0.16%new13F-HRTimeline
Fonville Wealth Management LLC2,129$205K0.04%+1013F-HRTimeline
McAdam, LLC2,126$205K0.01%+4513F-HRTimeline
FINANCIAL LIFE ADVISORS2,118$204K0.06%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,115$204K<0.01%-35013F-HRTimelineGroup
Sovran Advisors, LLC2,005$203K0.02%-1,93513F-HRTimeline
Independent Family Office, LLC2,100$202K0.08%013F-HRTimeline
Laurel Wealth Advisors LLC2,094$202K0.03%new13F-HRTimeline
NORTH DALLAS BANK & TRUST CO2,090$201K0.13%13F-HRTimeline
Pointe Capital Management LLC2,087$201K0.1%013F-HRTimeline
Topsail Wealth Management, LLC2,076$200K0.03%013F-HRTimeline
Capital Advisors, Ltd. LLC2,047$197K0.02%013F-HRTimeline
Navalign, LLC1,968$189K0.05%new13F-HRTimeline
Westwind Capital1,943$187K0.04%013F-HRTimeline
Millstone Evans Group, LLC1,932$186K0.11%013F-HRTimeline
Bravera Wealth1,857$179K0.09%13F-HRTimeline
Integrity Financial Corp /WA1,824$176K0.09%+1913F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,820$175K0.06%+20013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC1,804$174K0.04%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC1,759$169K0.03%013F-HRTimeline
Olistico Wealth, LLC1,708$164K0.08%-40013F-HRTimeline
Capital Investment Advisory Services, L…1,706$164K0.01%+23613F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,579$159K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC1,637$158K0.04%-513F-HRTimeline
Cetera Trust Company, N.A1,635$157K0.08%+21013F-HRTimeline
1015 Capital Partners, LLC1,627$157K0.15%13F-HRTimeline
Capital Investment Counsel, Inc1,598$154K0.02%new13F-HRTimeline
CVA Family Office, LLC1,539$148K0.02%013F-HRTimeline
Financial Freedom, LLC1,538$148K0.07%+213F-HRTimeline
MJT & Associates Financial Advisory Gro…1,500$144K0.11%013F-HR/ATimeline
REAP Financial Group, LLC1,487$143K0.03%+1,48213F-HRTimeline
CFG Wealth Management Services, Inc.1,450$140K0.13%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,438$138K0.01%013F-HRTimeline
CNB Bank1,425$137K0.06%013F-HRTimeline
Medallion Wealth Advisors, LLC1,420$137K0.05%013F-HRTimeline
Cresta Advisors, Ltd.1,380$133K0.06%new13F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA1,373$132K0.28%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,364$131K0.05%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,352$130K<0.01%-17113F-HRTimelineGroup
High Note Wealth, LLC1,308$126K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC1,292$124K0.02%013F-HRTimeline
Darwin Wealth Management, LLC1,286$124K0.04%+513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,284$124K<0.01%013F-HRTimeline
Signature Equity Partners, LLC1,283$123K0.07%13F-HRTimeline
Vermillion & White Wealth Management Gr…1,276$123K0.07%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,260$121K0.06%+1,13413F-HRTimelineGroup
Monetary Solutions, Ltd1,257$121K0.12%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,234$119K0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc1,214$117K0.03%+17113F-HRTimeline
Covenant Partners, LLC1,162$112K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,157$111K0.04%-18813F-HRTimeline
McIlrath & Eck, LLC1,144$110K0.01%+96213F-HRTimeline
Truvestments Capital LLC1,140$110K0.02%013F-HRTimeline
Mechanics Financial Corp1,127$108K0.04%013F-HRTimeline
OPTIMA CAPITAL LLC1,124$108K0.05%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,123$108K<0.01%013F-HRTimeline
Align Financial, LLC107,872$108K0.08%13F-HRTimeline
West Financial Advisors, LLC1,043$100K0.02%+313F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,038$99.9K0.05%013F-HRTimeline
Fourth Dimension Wealth, LLC1,034$99.5K0.04%013F-HRTimeline
SJS Investment Consulting Inc.1,025$98.7K0.01%+73013F-HRTimeline
Avalon Trust Co1,000$96.3K0.01%013F-HRTimeline
Piscataqua Savings Bank1,000$96.3K0.07%+10013F-HRTimeline
Comprehensive Financial Planning, Inc./…996$95.9K0.06%+213F-HRTimeline
Rossby Financial, LCC993$95.6K0.03%-413F-HRTimeline
Smartleaf Asset Management LLC975$94.8K<0.01%+57513F-HRTimeline
Washington Trust Advisors, Inc.970$93.4K0.01%-16813F-HRTimeline
Stephens Consulting, LLC962$92.6K0.03%new13F-HRTimeline
Security National Bank960$92.4K0.01%+60013F-HRTimeline
Corsicana & Co.948$91.3K0.05%013F-HRTimeline
Morse Asset Management, Inc920$88.6K0.02%-113F-HRTimeline
Glass Jacobson Investment Advisors llc916$88.2K0.03%+313F-HRTimeline
Asset Dedication, LLC887$85.4K0.01%013F-HRTimeline
Garton & Associates Financial Advisors …887$85.3K0.05%13F-HRTimeline
Raleigh Capital Management Inc.876$84.4K0.03%-10213F-HRTimeline
CX Institutional868$84K<0.01%+213F-HRTimeline
Bogart Wealth, LLC865$83.2K<0.01%+213F-HRTimeline
Signature Resources Capital Management,…810$78K0.04%new13F-HRTimeline
Roxbury Financial LLC795$76.5K0.07%+113F-HRTimeline
Elevated Capital Advisors, LLC793$76.3K0.02%new13F-HRTimeline
Vision Retirement, LLC779$75K0.02%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…777$74.8K0.03%new13F-HRTimeline
PITTENGER & ANDERSON INC766$73.7K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.749$72.1K0.02%013F-HRTimeline
Redwood Park Advisors LLC739$71.2K0.05%-1013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC739$71.1K0.02%-15313F-HRTimeline
Ransom Advisory, Ltd706$68K0.03%new13F-HRTimeline
Quaker Wealth Management, LLC686$66K0.02%013F-HRTimeline
Strategic Wealth Advisors LLC687$66K0.06%13F-HRTimeline
American Capital Advisory, LLC675$65K0.03%013F-HRTimeline
Hughes Financial Services, LLC668$64.3K0.01%013F-HRTimeline
WealthCollab, LLC664$63.9K0.03%013F-HRTimeline
GODSEY & GIBB, INC651$62.7K0.01%+35113F-HRTimeline
Colony Family Offices, LLC638$61.4K0.02%013F-HRTimeline
Planning Project LLC610$58.7K0.01%13F-HRTimeline
EQ WEALTH ADVISORS, LLC604$58.1K0.03%new13F-HRTimeline
Clearstead Trust, LLC603$58.1K0.01%013F-HRTimeline
Morling Financial Advisors, LLC600$57.8K0.02%-10113F-HRTimeline
Robinswood Financial LLC596$57.4K0.02%-1613F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC593$57.1K0.03%-1913F-HRTimeline
Copia Wealth Management587$56.5K0.04%+313F-HRTimeline
Providence Capital Advisors, LLC580$55.9K0.01%013F-HRTimeline
Milestone Investment Advisors LLC562$54.1K0.01%013F-HRTimeline