Skip to content

IWR ISHARES TR

Follow

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
Hilltop National Bank87$8K<0.01%13F-HRTimeline
FIRST COMMUNITY TRUST NA74$6.81K0.01%new13F-HRTimeline
Valued Wealth Advisors LLC52$4.78K<0.01%new13F-HRTimeline
Abound Wealth Management49$4.51K<0.01%+1013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …49$4.51K<0.01%new13F-HRTimelineGroup
Keystone Global Partners, LLC49$4.51K<0.01%013F-HRTimeline
West Oak Capital, LLC4,600$4.23K0.17%013F-HRTimeline
Capital A Wealth Management, LLC49$3.81K0.04%+3313F-HRTimeline
City State Bank40$3.68K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC39$3.59K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC39$3.59K<0.01%013F-HRTimeline
HOWE & RUSLING INC38$3.5K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC33$3.04K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…25$2.3K<0.01%new13F-HRTimeline
Sellwood Investment Partners LLC24$2.21K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.24$2.21K<0.01%013F-HRTimeline
Avion Wealth22$2K<0.01%013F-HR/ATimeline
10Elms LLP20$1.84K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC17$1.56K0.02%013F-HRTimeline
Horizon Investments, LLC16$1.47K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC14$1.29K<0.01%-34413F-HRTimeline
CKW FINANCIAL GROUP7$1K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC10$920<0.01%013F-HRTimeline
Creekmur Asset Management LLC9$828<0.01%013F-HRTimeline
Luminist Capital LLC8$741<0.01%013F-HRTimeline
LONDON CO OF VIRGINIA6$596<0.01%+413F-HRTimeline
SYM FINANCIAL Corp5$472<0.01%013F-HRTimeline
Global Wealth Strategies & Associates2$184<0.01%-1513F-HRTimeline
Performa Ltd (US), LLC1$92<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.4$00%-2413F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.