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Disclosery

IWR ISHARES TR

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SHS (fund)

1,569 managers (1,590 13F filers) reported a position in IWR shares at 2026-06-30, 435,827,994 shares in all. 117 filers opened a position and 52 filers sold out during the quarter.

Managers
1,569
13F filers
1,590
New
117
Added
507
Reduced
504
Sold out
52
Shares held by filers
435,827,994

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BARRETT & COMPANY, INC.977$108K0.03%+22813F-HRTimeline
Kroeger Financial Partners972$107K0.1%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC965$106K0.03%013F-HRTimeline
Security National Bank960$106K0.01%013F-HRTimeline
Corsicana & Co.948$105K0.05%013F-HRTimeline
Synergy Investment Management, LLC947$104K0.03%+57013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…938$104K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC932$103K0.03%013F-HRTimeline
Morse Asset Management, Inc918$101K0.02%013F-HRTimeline
Monetary Solutions, Ltd914$101K0.09%013F-HRTimeline
Roxbury Financial LLC893$98.6K0.08%+9813F-HRTimeline
Bogart Wealth, LLC849$93.6K<0.01%+113F-HRTimeline
Wealth Enhancement Trust Services, Inc.834$92K0.01%+63013F-HR/ATimeline
Quantum Portfolio Management LLC833$91.9K0.03%new13F-HRTimeline
Index Technologies Group LLC833$91.9K0.07%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.800$88.3K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.797$88K0.01%+1313F-HRTimeline
Elevated Capital Advisors, LLC793$87.5K0.02%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.762$84.1K0.05%new13F-HRTimeline
Buck Wealth Strategies, LLC745$82.2K0.01%new13F-HRTimeline
Redwood Park Advisors LLC740$81.6K0.06%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC738$81.4K0.02%013F-HRTimeline
PITTENGER & ANDERSON INC729$80.4K<0.01%+1613F-HRTimeline
Quaker Wealth Management, LLC686$75.7K0.02%013F-HRTimeline
American Capital Advisory, LLC675$74.5K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc669$73.8K0.02%+113F-HRTimeline
Hughes Financial Services, LLC668$73.7K0.01%013F-HRTimeline
WealthCollab, LLC664$73.3K0.03%013F-HRTimeline
Colony Family Offices, LLC638$70.4K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.600$66.2K<0.01%013F-HRTimeline
Strategic Wealth Advisors LLC687$66K0.06%013F-HRTimeline
Highland Investment Advisors LLC588$64.8K0.03%13F-HRTimeline
Copia Wealth Management584$64.4K0.04%013F-HRTimeline
Vision Retirement, LLC566$62.4K0.02%-2913F-HRTimeline
Milestone Investment Advisors LLC562$62K0.01%013F-HRTimeline
Clearstead Trust, LLC546$60.2K0.01%-5713F-HRTimeline
First Command Advisory Services, Inc.536$59.1K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners535$59K0.01%new13F-HRTimelineGroup
Quantbot Technologies LP519$57.3K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC509$56.2K0.01%013F-HRTimeline
Robinswood Financial LLC503$55.6K0.02%013F-HRTimeline
PlanVest Financial, Inc502$55.4K0.04%-4013F-HRTimeline
Bank of New Hampshire500$55.2K0.01%013F-HRTimeline
Coston, McIsaac & Partners500$55K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC493$54.4K0.03%013F-HRTimeline
Private Wealth Management Group, LLC488$53.8K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC486$53.6K0.04%013F-HRTimeline
Crews Bank & Trust485$53.5K0.01%-4013F-HRTimeline
Institute for Wealth Management, LLC.484$53.4K<0.01%new13F-HRTimeline
Addison Advisors LLC476$52.5K0.02%013F-HRTimeline
Lavaca Capital LLC466$51.4K0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC466$51.4K0.03%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC465$51.3K0.02%+113F-HRTimeline
Provident Wealth Management, LLC460$50.7K0.01%013F-HRTimeline
Realta Investment Advisors459$50.6K0.02%013F-HRTimeline
Pacific Center for Financial Services448$49.4K0.01%013F-HRTimeline
Basepoint Wealth LLC445$49K0.03%+213F-HRTimeline
TD Capital Management LLC439$48.4K<0.01%+113F-HRTimeline
Dorato Capital Management429$47.2K0.03%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC418$46.1K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC406$44.8K0.01%013F-HRTimeline
HOWE & RUSLING INC400$44.1K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.381$42K0.02%+5613F-HRTimeline
Rialto Wealth Management, LLC379$41.8K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC369$40.7K0.02%-3013F-HRTimeline
KELLEHER FINANCIAL ADVISORS360$39.7K0.01%+18013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC358$39.5K0.01%+25113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…357$39.4K<0.01%-513F-HRTimelineGroup
GODSEY & GIBB, INC350$38.6K<0.01%-14713F-HRTimeline
Evolution Advisers, Inc.350$38K0.01%+11713F-HRTimeline
KERR FINANCIAL PLANNING Corp336$37.1K0.04%013F-HRTimeline
TOWER TRUST & INVESTMENT Co320$35.3K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC314$34.6K0.02%013F-HRTimeline
HHM Wealth Advisors, LLC312$34.4K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…305$33.6K<0.01%013F-HRTimeline
Advantage Trust Co304$33.5K0.01%new13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.300$33.1K0.01%013F-HRTimeline
LifeSteps Financial, Inc.292$32.2K0.02%new13F-HRTimeline
Cornerstone Planning Group LLC292$31.9K<0.01%+6413F-HRTimeline
NFSG Corp280$30.9K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.267$29.5K<0.01%013F-HRTimeline
Harborfront Financial Group LLC260$28.7K0.11%13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…254$28K<0.01%+13513F-HRTimelineGroup
N.E.W. Advisory Services LLC253$27.9K<0.01%+5713F-HRTimeline
Nemes Rush Group LLC249$27.5K<0.01%013F-HRTimeline
VIMA LLC225$24.8K0.02%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …222$24.5K<0.01%13F-HRTimelineGroup
IMA Advisory Services, Inc.222$24.5K<0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC219$24.2K0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC216$23.8K<0.01%013F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.206$22.7K0.05%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC206$22.7K0.01%-37513F-HRTimeline
Westside Investment Management, Inc.200$22.1K<0.01%013F-HRTimeline
RMG Wealth Management LLC193$22K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC198$21.8K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…192$21.2K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.190$21K0.01%013F-HRTimeline
Napier Financial, LLC190$21K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…190$21K0.01%013F-HRTimeline
DecisionPoint Financial, LLC188$20.7K<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC186$20.5K0.01%+14013F-HRTimeline
Reyes Financial Architecture, Inc.185$20.4K0.01%013F-HRTimeline
Burk Holdings LLC182$20.1K0.01%013F-HRTimeline
Horizon Investments, LLC173$19.1K<0.01%+1113F-HRTimeline
Eukles Asset Management166$18.3K0.01%013F-HRTimeline
ATWOOD & PALMER INC165$18.2K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC159$17.5K<0.01%013F-HRTimeline
Prosperity Bancshares Inc149$16.4K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.148$16.3K0.01%013F-HRTimeline
Atomic Invest LLC148$16.3K<0.01%+3113F-HRTimeline
SRH ADVISORS, LLC144$15.9K<0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co141$15.5K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC139$15.3K<0.01%013F-HRTimeline
JPL Wealth Management, LLC134$14.8K<0.01%013F-HRTimeline
Park Place Capital Corp131$14.5K<0.01%013F-HRTimeline
NWK Group, Inc.128$14.1K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC126$13.9K<0.01%013F-HRTimeline
Community Financial Services Group, LLC119$13.1K<0.01%new13F-HRTimeline
Sankala Group LLC112$12.7K0.01%-6213F-HRTimeline
Avion Wealth113$12K<0.01%013F-HRTimeline
NBH Bank108$11.9K0.01%13F-HRTimeline
Kozak & Associates, Inc.106$11.6K<0.01%+113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.101$11.2K<0.01%013F-HRTimeline
MOTCO100$11K<0.01%013F-HRTimeline
Abound Wealth Management98$10.8K<0.01%+5913F-HRTimeline
Nalls Sherbakoff Group, LLC96$10.6K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton94$10.4K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC88$9.71K0.01%new13F-HRTimeline
Carolina Wealth Advisors, LLC83$9.16K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC78$8.61K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA74$8.16K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC73$8.05K<0.01%+5613F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC71$8K0.01%013F-HR/ATimeline
Allied Private Wealth LLC72$7.91K0.01%13F-HRTimeline
Archer Investment Corp67$7.39K<0.01%-1213F-HR/ATimeline
Quent Capital, LLC65$7.17K<0.01%new13F-HRTimeline
Wallace Hart LLC58$6.4K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC52$5.74K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…49$5.41K<0.01%-3213F-HRTimeline
Clark Wealth Partners46$5.08K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC45$4.96K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.44$4.85K<0.01%013F-HRTimeline
Networth Advisors, LLC41$4.54K<0.01%-813F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC39$4.3K<0.01%013F-HRTimeline
YANKCOM Partnership39$4.3K<0.01%013F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP36$3.97K<0.01%new13F-HRTimelineGroup
ARVEST INVESTMENTS, INC.36$3.97K<0.01%new13F-HRTimeline
Downshift Financial, LLC29$3.2K<0.01%new13F-HRTimeline
Sellwood Investment Partners LLC24$2.65K<0.01%013F-HRTimeline
Hilltop National Bank23$2.54K<0.01%013F-HRTimeline
Signature Resources Capital Management,…22$2.43K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.21$2.36K<0.01%-113F-HRTimeline
Caitlin John, LLC20$2.21K<0.01%013F-HRTimeline
10Elms LLP20$2.21K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.17$1.88K<0.01%-313F-HRTimeline
Spurstone Advisory Services, LLC17$1.87K0.03%013F-HRTimeline
Key Capital Management, INC15$1.66K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN12$1.32K<0.01%013F-HRTimeline
Markowski Investments12$1.32K<0.01%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC10$1.1K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC10$1.1K<0.01%new13F-HR/ATimeline
Cornerstone Financial Management LLC10$1.1K<0.01%-1513F-HR/ATimeline
HARBOR CAPITAL ADVISORS, INC.6$1K<0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA9$993<0.01%-1,36413F-HRTimeline
Montgomery Financial Services LLC9$993<0.01%13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.8$883<0.01%013F-HRTimeline
Luminist Capital LLC8$883<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.8$883<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.0$9<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.