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Disclosery

IWR ISHARES TR

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SHS (fund)

1,506 managers (1,527 13F filers) reported a position in IWR shares at 2026-03-31, 419,699,862 shares in all. 81 filers opened a position and 78 filers sold out during the quarter.

Managers
1,506
13F filers
1,527
New
81
Added
464
Reduced
540
Sold out
78
Shares held by filers
419,699,862

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
PEDDOCK CAPITAL ADVISORS, LLC2,590$252K0.06%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,583$251K<0.01%-2,73813F-HRTimelineGroup
Tennessee Valley Asset Management Partn…2,578$251K0.03%-33913F-HRTimeline
Dunhill Financial, LLC2,577$251K0.06%013F-HRTimeline
Kovack Advisors, Inc.2,569$250K0.01%-14713F-HRTimeline
FSM Wealth Advisors, LLC2,570$250K0.03%013F-HRTimeline
Pacific Sun Financial Corp2,565$249K0.12%013F-HRTimeline
Sound Income Strategies, LLC2,535$248K0.01%+16813F-HRTimeline
Ledyard National Bank2,544$247K0.02%013F-HRTimeline
NIXON PEABODY TRUST CO2,544$247K0.02%-10013F-HRTimeline
Fingerlakes Wealth Management, Inc.2,522$245K0.16%-6713F-HRTimeline
Pacifica Partners Inc.2,501$243K0.08%-93213F-HRTimeline
LVZ, Inc.2,500$243K0.03%-1,06713F-HRTimeline
Vawter Financial, Ltd.2,492$242K0.1%013F-HR/ATimeline
Asio Capital, LLC2,485$242K0.03%013F-HRTimeline
SCOTIA CAPITAL INC.2,480$241K<0.01%-1313F-HRTimeline
Integrated Capital Management, LLC2,479$241K0.1%new13F-HRTimeline
FIDELITY D & D BANCORP INC2,476$241K0.1%013F-HRTimeline
Ignite Planners, LLC2,468$240K0.04%+113F-HRTimeline
Bright Futures Wealth Management, LLC.2,461$239K0.16%-5113F-HRTimeline
Welch Group, LLC2,458$239K0.01%+1113F-HRTimeline
Hillman Capital Management, Inc.2,449$238K0.17%+1613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,436$237K0.12%+3013F-HRTimeline
Vectors Research Management, LLC2,429$236K0.07%-7813F-HRTimeline
Tradition Wealth Management, LLC2,399$233K0.02%+7313F-HRTimeline
Checchi Capital Advisers, LLC2,390$232K0.02%-2,04613F-HRTimeline
Hilltop Partners LLC2,389$232K0.06%+113F-HRTimeline
Petros Family Wealth, LLC2,386$232K0.17%013F-HRTimeline
ROMANO BROTHERS AND COMPANY2,375$231K0.03%013F-HRTimeline
Creative Capital Management Investments…2,368$230K0.07%013F-HRTimeline
Alpha Omega Wealth Management LLC2,367$230K0.04%013F-HRTimeline
Bollard Group LLC2,371$230K0.01%+413F-HRTimeline
Advus Financial Partners, LLC2,356$229K0.09%013F-HR/ATimeline
Warburton Capital Management, LLC2,272$229K0.11%013F-HRTimeline
Rossby Financial, LCC2,338$229K0.05%+1,34513F-HRTimeline
Courage Miller Partners, LLC2,354$229K0.06%013F-HRTimeline
Lantz Financial LLC2,354$229K0.05%013F-HRTimeline
Walsh & Associates, LLC2,351$229K0.23%-10313F-HRTimeline
BLALOCK WILLIAMS, LLC2,349$228K0.18%+21713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,347$228K0.02%+1713F-HRTimeline
EWA, LLC2,340$228K0.05%-1,35013F-HRTimeline
Lansing Street Advisors2,332$227K0.06%+313F-HRTimeline
DiNuzzo Private Wealth, Inc.2,325$226K0.02%013F-HRTimeline
Compass Ion Advisors, LLC2,316$225K0.02%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,312$225K0.13%-78413F-HRTimeline
Athena Investment Management2,299$224K0.12%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,299$224K<0.01%013F-HRTimeline
Naviter Wealth, LLC2,299$224K0.03%-21013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,291$223K<0.01%new13F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO2,312$223K0.02%013F-HRTimelineGroup
MainStreet Investment Advisors LLC2,283$222K0.03%013F-HRTimeline
McAdam, LLC2,282$222K0.01%+15613F-HRTimeline
Confluence Wealth Services, Inc.2,280$222K0.01%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…2,136$222K0.07%013F-HRTimeline
Clear Creek Financial Management, LLC2,275$221K0.02%-813F-HRTimeline
Laurel Wealth Advisors LLC2,094$220K0.02%013F-HRTimeline
Regal Investment Advisors LLC2,261$220K0.01%new13F-HRTimeline
Code Waechter LLC2,257$219K0.13%-9713F-HRTimeline
Roehl & Yi Investment Advisors, LLC2,252$219K0.08%013F-HRTimeline
Tempo Wealth, LLC2,251$219K0.04%+613F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC2,245$218K0.04%013F-HRTimeline
Sachetta, LLC2,242$218K0.12%013F-HRTimeline
Barry Investment Advisors, LLC2,230$217K0.05%+413F-HRTimeline
Elevation Wealth Management LLC2,228$217K0.2%-2413F-HRTimeline
Fairman Group, LLC2,224$216K0.18%+413F-HRTimeline
Firestone Capital Management2,224$216K0.05%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,219$216K0.01%new13F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC2,217$216K0.03%-70313F-HRTimeline
Stokes Family Office, LLC2,208$215K0.02%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,205$214K0.11%+94513F-HRTimelineGroup
Samara Investment Management, LLC2,201$214K0.22%13F-HRTimeline
Rockingstone Advisors LLC2,200$214K0.1%013F-HRTimeline
TruWealth Advisors, LLC2,196$214K0.01%-25413F-HRTimeline
Empowered Funds, LLC2,189$213K<0.01%new13F-HR/ATimeline
Fiduciary Group, LLC2,188$213K0.02%013F-HRTimeline
Marion Wealth Management2,188$213K0.05%013F-HRTimeline
HighMark Wealth Management LLC2,173$211K0.09%-55213F-HRTimeline
Principle Wealth Partners LLC2,171$211K0.01%-37113F-HRTimeline
Mission Creek Capital Partners, Inc.2,167$211K0.04%013F-HRTimeline
Three Magnolias Financial Advisors, LLC2,149$209K0.13%new13F-HRTimeline
Clear Trail Advisors, LLC2,142$208K0.03%-4513F-HRTimeline
First Growth Capital LLC2,125$208K0.19%-6613F-HRTimeline
Financial Advisory Corp2,140$208K0.03%013F-HRTimeline
Impact Capital Partners LLC2,140$208K0.06%-3,32013F-HRTimeline
Traveka Wealth, LLC2,134$207K0.08%-5,34413F-HRTimeline
Fonville Wealth Management LLC2,129$207K0.04%013F-HRTimeline
ABNER HERRMAN & BROCK LLC2,128$207K0.02%-28413F-HRTimeline
Darwin Wealth Management, LLC2,128$207K0.06%+84213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,115$206K<0.01%013F-HRTimelineGroup
Horizons Wealth Management2,108$205K0.14%-10213F-HRTimeline
Independent Family Office, LLC2,100$204K0.08%013F-HRTimeline
Premier Financial Group2,070$204K0.03%-13813F-HRTimeline
Pointe Capital Management LLC2,087$203K0.1%013F-HRTimeline
Strategic Financial Services, Inc.2,081$202K0.01%new13F-HRTimeline
Topsail Wealth Management, LLC2,076$202K0.03%013F-HRTimeline
Avise Financial Cooperative, Inc.2,071$201K0.17%new13F-HRTimeline
NATURAL INVESTMENTS, LLC2,074$201K0.05%new13F-HRTimeline
Paladin Advisory Group, LLC2,061$200K0.15%-2,67613F-HRTimeline
Blue Chip Partners, LLC2,059$200K0.01%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC2,058$200K0.05%new13F-HRTimeline
Capital Advisors, Ltd. LLC2,047$199K0.02%013F-HRTimeline
Armor Investment Advisors, LLC2,040$198K0.07%-12013F-HRTimeline
Hickory Point Bank & Trust1,996$194K0.13%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,989$193K0.07%+62513F-HRTimeline
Westwind Capital1,943$189K0.05%013F-HRTimeline
Millstone Evans Group, LLC1,932$188K0.11%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,885$182K0.06%+6513F-HRTimeline
3 FACTOR INDEXING, LLC1,840$179K0.17%13F-HRTimeline
Integrity Financial Corp /WA1,824$177K0.09%013F-HRTimeline
Bravera Wealth1,822$177K0.08%-3513F-HRTimeline
REAP Financial Group, LLC1,791$174K0.03%+30413F-HRTimeline
Hamilton Point Investment Advisors, LLC1,759$171K0.03%013F-HRTimeline
Olistico Wealth, LLC1,708$166K0.08%013F-HRTimeline
BALLAST ADVISORS LLC1,696$165K0.05%+5913F-HR/ATimeline
Asset Dedication, LLC1,677$163K0.01%+79013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,675$163K<0.01%-1,82413F-HRTimelineGroup
SJS Investment Consulting Inc.1,663$162K0.02%+63813F-HRTimeline
Cetera Trust Company, N.A1,635$159K0.09%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,579$159K<0.01%013F-HRTimeline
1015 Capital Partners, LLC1,627$158K0.15%013F-HRTimeline
Capital Investment Counsel, Inc1,598$155K0.02%013F-HRTimeline
Avalon Trust Co1,596$155K0.01%+59613F-HRTimeline
Financial Freedom, LLC1,540$150K0.07%+213F-HRTimeline
CVA Family Office, LLC1,539$150K0.02%013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,500$146K0.11%013F-HRTimeline
Key Financial Inc1,477$144K0.03%+1,05413F-HRTimeline
LRI Investments, LLC1,460$142K0.01%-80013F-HRTimeline
CFG Wealth Management Services, Inc.1,450$141K0.13%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,438$140K0.01%013F-HRTimeline
CNB Bank1,425$139K0.06%013F-HRTimeline
Medallion Wealth Advisors, LLC1,420$138K0.05%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA1,373$133K0.3%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,352$131K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC1,308$127K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC1,292$126K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,284$125K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,234$120K0.01%013F-HRTimelineGroup
Financial Perspectives, Inc1,214$118K0.03%013F-HRTimeline
Capital Investment Advisory Services, L…1,209$118K0.01%-49713F-HRTimeline
Truvestments Capital LLC1,140$111K0.02%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,123$109K<0.01%013F-HRTimeline
Align Financial, LLC1,121$109K0.06%-106,75113F-HRTimeline
CX Institutional1,099$107K<0.01%+23113F-HRTimeline
New Republic Capital, LLC1,050$102K0.03%-2,75213F-HRTimeline
West Financial Advisors, LLC1,043$101K0.02%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,038$101K0.05%013F-HRTimeline
Fourth Dimension Wealth, LLC1,034$101K0.04%013F-HRTimeline
Smartleaf Asset Management LLC1,035$98.1K<0.01%+6013F-HRTimeline
Piscataqua Savings Bank1,000$97.2K0.07%013F-HRTimeline
Comprehensive Financial Planning, Inc./…997$97K0.07%+113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC965$93.8K0.03%-19213F-HRTimeline
Security National Bank960$93.3K0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC932$90.6K0.03%new13F-HRTimeline
Global Assets Advisory, LLC631$89.9K0.03%new13F-HRTimeline
Morse Asset Management, Inc918$89.3K0.02%-213F-HRTimeline
Monetary Solutions, Ltd914$88.8K0.09%-34313F-HRTimeline
Bogart Wealth, LLC848$82.4K<0.01%-1713F-HRTimeline
Corsicana & Co.948$80.6K0.05%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.800$77.8K0.01%new13F-HRTimeline
Roxbury Financial LLC795$77.3K0.07%013F-HRTimeline
Elevated Capital Advisors, LLC793$77.1K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.784$76.2K0.01%-18613F-HRTimeline
Select Equity Group, L.P.753$73.2K<0.01%-10,88013F-HRTimeline
BARRETT & COMPANY, INC.749$72.8K0.03%013F-HRTimeline
Redwood Park Advisors LLC740$71.9K0.05%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC738$71.8K0.02%-113F-HRTimeline
PITTENGER & ANDERSON INC713$69.3K<0.01%-5313F-HRTimeline
Nova Wealth Management, Inc.709$68.9K0.04%new13F-HRTimeline
Quaker Wealth Management, LLC686$66.7K0.02%013F-HRTimeline
Strategic Wealth Advisors LLC687$66K0.05%013F-HRTimeline
American Capital Advisory, LLC675$65.6K0.03%013F-HRTimeline
Hughes Financial Services, LLC668$65K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc668$64.9K0.02%-24813F-HRTimeline
WealthCollab, LLC664$64.6K0.03%013F-HRTimeline
Signature Equity Partners, LLC651$63.3K0.03%-63213F-HRTimeline
Colony Family Offices, LLC638$62K0.02%013F-HRTimeline
Clearstead Trust, LLC603$58.6K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.600$58.3K<0.01%+4513F-HRTimeline
Vision Retirement, LLC595$57.8K0.02%-18413F-HRTimeline
Copia Wealth Management584$56.8K0.04%-313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC581$56.5K0.03%-1213F-HRTimeline
Providence Capital Advisors, LLC580$56.4K0.01%013F-HRTimeline
Milestone Investment Advisors LLC562$54.6K0.01%013F-HRTimeline
PlanVest Financial, Inc542$52.7K0.04%13F-HRTimeline
First Command Advisory Services, Inc.536$52.1K<0.01%013F-HRTimeline
Crews Bank & Trust525$51K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC509$49.5K0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC509$49.5K0.01%013F-HRTimeline
Robinswood Financial LLC503$49K0.02%-9313F-HR/ATimeline
Bank of New Hampshire500$48.6K0.01%013F-HRTimeline
GODSEY & GIBB, INC497$48.3K<0.01%-15413F-HRTimeline
Coston, McIsaac & Partners500$48K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC493$47.9K0.03%013F-HRTimeline
Private Wealth Management Group, LLC488$47.4K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC486$47.3K0.04%013F-HRTimeline
Addison Advisors LLC476$46.3K0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC466$45.3K0.03%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC464$45.1K0.02%new13F-HRTimeline
Provident Wealth Management, LLC460$44.7K0.01%013F-HRTimeline
Realta Investment Advisors459$44.6K0.02%+5813F-HRTimeline