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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
Pacific Center for Financial Services448$43.6K0.01%013F-HRTimeline
Dorato Capital Management429$43.4K0.03%013F-HRTimeline
Basepoint Wealth LLC443$43.1K0.02%+113F-HRTimeline
TD Capital Management LLC438$42.6K<0.01%+113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC418$40.6K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC406$39.5K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC399$38.8K0.02%013F-HRTimeline
Scarborough Advisors, LLC388$37.7K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV384$37.4K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC379$36.9K0.01%013F-HRTimeline
Root Financial Partners, LLC377$36.7K<0.01%+5513F-HRTimeline
Synergy Investment Management, LLC377$36.6K0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…362$35.2K<0.01%-1313F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp336$34.6K0.02%013F-HR/ATimeline
AMERIFLEX GROUP, INC.325$31.6K0.02%013F-HRTimeline
True Link Financial Advisors, LLC322$31.3K<0.01%new13F-HR/ATimeline
TOWER TRUST & INVESTMENT Co320$31.1K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC314$30.5K0.02%new13F-HRTimeline
HHM Wealth Advisors, LLC312$30.3K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…305$29.7K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.300$29.2K0.01%013F-HRTimeline
Anchor Investment Management, LLC292$28.4K<0.01%-12313F-HRTimeline
NFSG Corp280$27.2K<0.01%+13513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.267$26K<0.01%new13F-HRTimeline
Nemes Rush Group LLC249$24.2K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC228$24K<0.01%+10413F-HRTimeline
Evolution Advisers, Inc.233$22K0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …222$21.6K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC216$21K<0.01%013F-HRTimelineGroup
RMG Wealth Management LLC193$20.4K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.206$20K0.06%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.204$19.8K<0.01%-3113F-HRTimeline
Westside Investment Management, Inc.200$19.4K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC198$19.2K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC196$19.1K<0.01%+1013F-HRTimeline
Measured Wealth Private Client Group, L…192$18.7K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.190$18.5K0.01%013F-HRTimeline
Napier Financial, LLC190$18.5K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…190$18.5K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.185$18K0.01%new13F-HRTimeline
McIlrath & Eck, LLC182$17.7K<0.01%-96213F-HRTimeline
Burk Holdings LLC182$17.7K0.01%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS180$17.5K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…176$17.1K<0.01%+4513F-HRTimeline
Sankala Group LLC174$16.8K0.01%+6213F-HRTimeline
Eukles Asset Management166$16.1K0.01%013F-HRTimeline
ATWOOD & PALMER INC165$16K<0.01%new13F-HRTimeline
Horizon Investments, LLC162$15.8K<0.01%+14613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC159$15.5K<0.01%013F-HRTimeline
Prosperity Bancshares Inc149$14.5K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.148$14.4K0.01%013F-HRTimeline
SRH ADVISORS, LLC144$14K<0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co141$13.8K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC139$13.5K<0.01%013F-HRTimeline
JPL Wealth Management, LLC134$13K<0.01%new13F-HR/ATimeline
Park Place Capital Corp131$12.7K<0.01%-2,73213F-HRTimeline
NWK Group, Inc.128$12.4K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC126$12.3K<0.01%-1313F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…119$12K<0.01%013F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC121$11.8K<0.01%new13F-HRTimeline
Atomic Invest LLC117$11.1K0.01%+1113F-HRTimeline
Global Wealth Strategies & Associates111$10.8K<0.01%013F-HRTimeline
Kozak & Associates, Inc.105$10.7K<0.01%013F-HRTimeline
2UniFi Bank108$10.5K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC107$10.4K<0.01%-4713F-HRTimeline
Wealth Science Advisors LLC106$10.2K0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC109$10K<0.01%013F-HRTimeline
Avion Wealth113$10K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.101$9.81K<0.01%013F-HRTimeline
MOTCO100$9.72K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC96$9.33K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton94$9.14K<0.01%+5613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…81$7.88K<0.01%-69613F-HRTimeline
Archer Investment Corp79$7.68K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC78$7.58K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA74$7.2K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC71$7K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/59$6K<0.01%new13F-HRTimeline
Wallace Hart LLC58$5.64K0.01%013F-HRTimeline
Valued Wealth Advisors LLC52$5.06K<0.01%013F-HRTimeline
Networth Advisors, LLC49$4.76K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC46$4.47K<0.01%013F-HRTimeline
Clark Wealth Partners46$4.47K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC45$4.38K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.44$4.28K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC43$4.18K<0.01%-24413F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC39$3.79K<0.01%013F-HRTimeline
Abound Wealth Management39$3.79K<0.01%013F-HRTimeline
YANKCOM Partnership39$3.79K<0.01%-3213F-HRTimeline
Cornerstone Financial Management LLC25$2.43K<0.01%013F-HR/ATimeline
Sellwood Investment Partners LLC24$2.33K<0.01%013F-HRTimeline
Hilltop National Bank23$2.24K<0.01%-6413F-HRTimeline
Physician Wealth Advisors, Inc.22$2.18K<0.01%-36913F-HRTimeline
Signature Resources Capital Management,…22$2.14K<0.01%-78813F-HRTimeline
Caitlin John, LLC20$1.95K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.20$1.95K<0.01%-213F-HRTimeline
10Elms LLP20$1.95K<0.01%013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC18$1.75K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC17$1.65K<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC17$1.65K0.03%013F-HRTimeline
LONDON CO OF VIRGINIA16$1.51K<0.01%-6,47913F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN12$1.17K<0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.6$1K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.8$778<0.01%new13F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…7$704<0.01%-6013F-HRTimelineGroup
Raleigh Capital Management Inc.0$8<0.01%-87613F-HRTimelineAmount filed as zero, left out of ratios.