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Disclosery

IWR ISHARES TR

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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
Woodside Wealth Management LLC560$53.9K0.04%013F-HRTimeline
Strategic Wealth Partners, Ltd.555$53.4K<0.01%-1,11713F-HRTimeline
First Command Advisory Services, Inc.536$51.6K<0.01%-78313F-HRTimeline
Crews Bank & Trust525$50.5K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC509$49K0.01%013F-HRTimeline
Bank of New Hampshire500$48.1K0.01%013F-HRTimeline
Coston, McIsaac & Partners500$48K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC493$47.5K0.03%13F-HRTimeline
Private Wealth Management Group, LLC488$47K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC486$46.8K0.04%-5613F-HRTimeline
Atlantic Private Wealth, LLC466$44.9K0.03%013F-HRTimeline
Provident Wealth Management, LLC460$44.3K0.01%013F-HRTimeline
Pacific Center for Financial Services448$43.3K0.01%013F-HRTimeline
Dorato Capital Management429$43.1K0.03%13F-HRTimeline
Basepoint Wealth LLC442$42.6K0.03%new13F-HRTimeline
TD Capital Management LLC437$42K<0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC431$41.5K0.01%new13F-HRTimeline
Key Financial Inc423$40.7K0.01%-35013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC418$40.2K<0.01%013F-HRTimeline
Anchor Investment Management, LLC415$40K<0.01%-75413F-HRTimeline
Mascoma Wealth Management LLC406$39.1K0.01%013F-HRTimeline
Realta Investment Advisors401$38.6K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC399$38.4K0.02%+113F-HRTimeline
Physician Wealth Advisors, Inc.391$37.6K0.01%+113F-HRTimeline
POM Investment Strategies, LLC390$37.5K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV384$37K<0.01%-18513F-HRTimeline
Rialto Wealth Management, LLC379$36.5K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…375$36.1K<0.01%-20313F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp336$33.4K0.05%013F-HR/ATimeline
Reflection Asset Management336$33K0.02%13F-HRTimeline
AMERIFLEX GROUP, INC.325$31.3K0.02%-32513F-HRTimeline
Root Financial Partners, LLC322$31K<0.01%-84313F-HRTimeline
TOWER TRUST & INVESTMENT Co320$30.8K0.02%013F-HRTimeline
HHM Wealth Advisors, LLC312$30K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners305$29.4K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…305$29.4K<0.01%13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.300$28.9K0.01%013F-HRTimeline
First Pacific Financial298$28.7K<0.01%+113F-HRTimeline
HFM Investment Advisors, LLC287$27.6K0.01%new13F-HRTimeline
Nemes Rush Group LLC248$23.9K<0.01%-1,08113F-HRTimeline
True Wealth Design, LLC245$23.6K0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.235$22.6K<0.01%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …222$21.4K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC216$20.8K<0.01%013F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.206$19.8K0.06%013F-HRTimeline
Westside Investment Management, Inc.200$19.3K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…192$18.5K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.190$18.3K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…190$18.3K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC186$17.9K<0.01%+17213F-HRTimeline
KELLEHER FINANCIAL ADVISORS180$17.3K<0.01%013F-HRTimeline
Eukles Asset Management166$16K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC159$15.3K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC154$14.8K<0.01%+3013F-HRTimeline
Howard Capital Management Group, LLC150$14.4K<0.01%new13F-HRTimeline
Prosperity Bancshares Inc149$14.3K0.01%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.148$14.2K0.01%+2513F-HRTimeline
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
FINANCIAL CONSULATE, INC139$13.4K<0.01%+3113F-HRTimeline
IAG Wealth Partners, LLC139$13.4K<0.01%+1313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…131$12.6K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC124$12.4K<0.01%-44913F-HRTimeline
NWK Group, Inc.128$12.3K<0.01%013F-HRTimeline
Sankala Group LLC112$11.5K0.01%13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…119$11K<0.01%-2513F-HRTimelineGroup
Global Wealth Strategies & Associates111$10.7K<0.01%+10913F-HRTimeline
Kozak & Associates, Inc.105$10.5K<0.01%+10013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC109$10.5K<0.01%013F-HRTimeline
2UniFi Bank108$10.4K<0.01%013F-HRTimeline
Atomic Invest LLC106$10.3K0.01%13F-HRTimeline
Avion Wealth113$10K<0.01%+9113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.101$9.69K<0.01%+113F-HRTimeline
MOTCO100$9.63K<0.01%-1,10813F-HRTimeline
Pandora Wealth, Inc.100$9.63K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC96$9.24K0.01%013F-HRTimeline
Hilltop National Bank87$8.38K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC83$7.99K<0.01%new13F-HRTimeline
Turning Point Benefit Group, Inc.83$7.99K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC78$7.51K<0.01%-6013F-HRTimeline
FIRST COMMUNITY TRUST NA74$7.12K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC71$7K<0.01%-17613F-HRTimeline
WELLINGTON-ALTUS USA INC.72$6.93K0.01%13F-HRTimeline
YANKCOM Partnership71$6.83K<0.01%new13F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…67$6.45K<0.01%-1,09613F-HRTimelineGroup
Wallace Hart LLC58$5.58K<0.01%new13F-HRTimeline
Clean Yield Group56$5.39K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC52$5.01K<0.01%013F-HRTimeline
Key Capital Management, INC50$4.81K<0.01%13F-HRTimeline
Networth Advisors, LLC49$4.72K<0.01%13F-HRTimeline
Wilkerson Advisory Group LLC46$4.43K<0.01%13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC45$4.33K<0.01%13F-HRTimeline
GoalVest Advisory LLC40$3.85K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC39$3.75K<0.01%013F-HRTimeline
Abound Wealth Management39$3.75K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton38$3.66K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC32$3.08K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC25$2.41K<0.01%13F-HR/ATimeline
Sellwood Investment Partners LLC24$2.31K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.22$2.12K<0.01%-213F-HRTimeline
Caitlin John, LLC20$1.93K<0.01%013F-HRTimeline
10Elms LLP20$1.93K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC17$1.64K0.03%013F-HRTimeline
Horizon Investments, LLC16$1.54K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.6$1K<0.01%+213F-HRTimeline
Luminist Capital LLC8$770<0.01%-6813F-HRTimeline
Cape Investment Advisory, Inc.8$770<0.01%new13F-HRTimeline
Wealth Watch Advisors, INC6$580<0.01%013F-HRTimeline
Performa Ltd (US), LLC1$96<0.01%013F-HRTimeline