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Disclosery

IWR ISHARES TR

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SHS (fund)

1,399 managers (1,415 13F filers) reported a position in IWR shares at 2024-12-31, 359,232,316 shares in all. 96 filers opened a position and 55 filers sold out during the quarter.

Managers
1,399
13F filers
1,415
New
96
Added
471
Reduced
404
Sold out
55
Shares held by filers
359,232,316

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP62,207,278$5.5B5.23%+19,216,93813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/61,629,917$5.45B0.5%+2,351,14713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN34,162,440$3.02B0.73%+894,37613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\18,906,960$1.67B2.19%-2,199,84113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,436,472$1.19B0.79%-72,89913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,295,433$822M0.12%+105,08713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,263,918$731M-12,709Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,076,087$714M1.37%+61,34213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,975,571$705M0.05%+499,32713F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,177,499$634M0.12%-109,24013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,882,774$608M0.05%-177,14013F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,376,169$475M0.11%-755,03613F-HRTimelineGroup
TIAAgroup of 2 filers holding4,219,332$373M-146,705Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,152,355$366M0.09%+186,21913F-HRTimelineGroup
AMG National Trust Bank3,798,305$336M9.27%-7,01713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,674,764$325M0.51%+62,03013F-HRTimelineGroup
FMR LLCin group FMR LLC2,940,943$260M0.02%+68,06613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,689,606$238M0.09%13F-HR/ATimelineGroup
LPL Financial LLC2,641,941$234M0.1%+28,07513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,518,732$223M2.17%+86,14613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,432,651$215M0.04%-88,80113F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding2,414,914$213M-28,124Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,351,713$209M0.38%+78,74113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,287,454$202M0.04%+218,21413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,992,444$176M0.78%-3,43913F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,716,663$152M0.58%-13,99413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,639,655$145M0.24%+30,69413F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK1,544,150$137M0.84%-22,39213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,242,730$110M0.05%+308,21913F-HRTimelineGroup
Glenview Trust Co1,221,306$108M2.02%+28,42313F-HRTimeline
OAKWORTH CAPITAL, INC.1,113,122$98.4M6.77%+20,23713F-HRTimeline
First Western Trust Bank1,100,618$97.3M4.49%-45,78713F-HRTimeline
Cetera Investment Advisers1,052,246$93M0.19%-142,39713F-HRTimeline
SYNOVUS FINANCIAL CORP1,037,300$91.7M1.17%-4,61713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,017,252$89.9M0.08%+9,47113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.1,013,433$89.6M0.56%+17,29913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC999,043$88.3M0.13%+28,10913F-HRTimeline
FACTORY MUTUAL INSURANCE CO978,700$86.5M0.94%013F-HRTimeline
WASHINGTON TRUST Co967,491$85.5M3.07%-16,28713F-HRTimeline
Composition Wealth, LLC931,823$82.4M1.67%-36,77513F-HRTimeline
GERMAN AMERICAN BANCORP, INC.929,870$82.2M8.61%+13,28613F-HRTimeline
Janney Montgomery Scott LLC923,463$81.6M0.23%+83313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC906,836$80.2M0.5%+769,84013F-HRTimelineGroup
JMG Financial Group, Ltd.906,460$80.1M2.73%-23,98213F-HRTimeline
ALBION FINANCIAL GROUP /UT876,233$77.5M5.3%-29,60313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers843,837$74.6M0.14%-100,24513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…822,824$72.7M0.14%-3,65613F-HR/ATimeline
Clearstead Advisors, LLC785,146$69.4M1.06%+3,89613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp759,391$67.1M3.91%+18,04713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC736,150$65.1M0.14%+45,01813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…735,272$65M0.17%+183,30313F-HRTimelineGroup
Millburn Ridgefield LLC /DE/725,573$64.1M1.6%+6,05413F-HRTimeline
Catalyst Capital Advisors LLC725,573$64.1M1.37%+6,05413F-HRTimeline
UMB Bank, n.a.703,010$62.1M0.98%+43,91713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Franklin Resourcesgroup of 2 filers holding702,657$62.1M+163Timeline
International City Management Associati…702,067$62.1M38.17%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC620,112$54.8M1.28%+5,11513F-HRTimeline
Creative Planningin group Creative Planning607,125$53.7M0.05%+25,79713F-HRTimelineGroup
COUNTRY TRUST BANK571,018$50.5M1.26%-15,66413F-HRTimeline
Mesirow Financial Investment Management…549,734$48.6M0.97%+4,79813F-HRTimeline
Citizens Business Bank526,958$46.6M8.71%-106,03413F-HRTimeline
HighTower Advisors, LLC525,993$46.5M0.06%+23,74113F-HRTimeline
COMERICA BANK523,747$46.3M0.19%-6,84713F-HR/ATimeline
M&T Bank Corpin group M&T Bank Corp506,678$44.8M0.15%-2,95513F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS497,899$44M1.66%+28,66413F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO478,331$42.3M1.45%+6,78913F-HRTimeline
Cambridge Investment Research Advisors,…474,190$41.9M0.14%+10,04813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding465,781$41.2M+51,579Timeline
Dakota Wealth Management465,545$41.2M0.95%+13,94513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.461,996$40.9M0.09%-65,69113F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…460,989$40.8M0.57%+6,72713F-HRTimelineGroup
Gilbert & Cook, Inc.460,925$40.7M5.74%-494,06913F-HRTimeline
Steward Partners Investment Advisory, L…458,218$40.5M0.36%+7,40313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP435,961$38.5M0.06%-7,51613F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…419,485$37.1M0.09%+260,71113F-HR/ATimeline
ALERUS FINANCIAL NA395,500$35M2.68%-4,38813F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC395,480$35M12.47%+2,11513F-HRTimeline
River Wealth Advisors LLC383,503$33.9M4.49%+18,55413F-HRTimeline
MAI Capital Management377,344$33.4M0.25%+18,78013F-HRTimeline
Texas Capital Bank Wealth Management Se…354,809$31.4M3.21%-31,80213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS351,295$31.1M0.09%-1,75213F-HRTimeline
Consolidated Investment Group LLC342,860$30.3M4.25%+55,70013F-HRTimeline
Coastline Trust Co334,060$29.5M3.46%+20,07413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MML INVESTORS SERVICES, LLC325,882$28.8M0.1%+17,36213F-HRTimeline
Stegner Investment Associates Inc.320,946$28.4M18.78%-14,27413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Security National Bank318,716$28.2M4.02%-24,48013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC317,993$28.1M0.04%+11,82813F-HRTimelineGroup
D.A. DAVIDSON & CO.305,876$27M0.22%+3,04113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC305,824$27M0.58%-3,74913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…284,604$26.3M0.05%+12,31213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.296,151$26.2M<0.01%+21,96513F-HRTimelineGroup
Wilmington Savings Fund Society, FSB288,273$25.5M0.46%+34,52413F-HRTimeline
Atlas Legacy Advisors, LLC278,256$24.6M5.96%13F-HRTimeline
XML Financial, LLC273,912$24.2M2.22%-5,37513F-HRTimeline
AMARILLO NATIONAL BANK269,221$23.8M4.37%-43013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding268,905$23.8M-296Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding268,887$23.8M+38,305Timeline
SIGMA INVESTMENT COUNSELORS INC264,962$23.4M1.38%-1,86213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.263,216$23.3M0.41%+7,57913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP262,785$23.2M0.02%+26,58313F-HRTimelineGroup
Focus Financial Network, Inc.246,668$21.8M0.87%+3,24613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP244,092$21.6M0.16%+2,46913F-HRTimelineGroup
Sanctuary Advisors, LLC219,460$20.4M0.13%-3,73013F-HRTimeline
Miller Investment Management, LP230,405$20.4M2.23%-1,40313F-HRTimeline
Legacy Advisors, LLC228,528$20.2M1.96%-2,38913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS228,038$20.2M0.02%+31,26013F-HRTimelineGroup
Beacon Pointe Advisors, LLC221,322$19.6M0.22%-22,81613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC220,946$19.5M0.48%-1,29313F-HRTimeline
Members Advisory Group LLC207,122$18.3M7.51%+183,08013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV198,410$17.5M0.04%+8,46013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC197,806$17.5M0.25%+4,11413F-HRTimeline
Koss-Olinger Consulting, LLC195,962$17.3M1.52%-95013F-HRTimeline
PFW Advisors LLC192,999$17.1M5.25%13F-HRTimeline
AE Wealth Management LLC190,538$16.8M0.14%+6,55313F-HRTimeline
BOKF, NAin group BOKF, NA191,209$16.8M0.28%+16,45113F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC189,509$16.8M0.02%+68,50613F-HR/ATimelineGroup
WHITTIER TRUST CO188,444$16.7M0.22%+2,91813F-HRTimeline
SONATA CAPITAL GROUP INC187,831$16.6M6.87%+37813F-HRTimeline
Wealthspire Advisors, LLC182,535$16.1M0.16%+8,05013F-HRTimeline
Independent Advisor Alliance178,791$15.8M0.21%new13F-HRTimeline
Bristlecone Advisors, LLC178,180$15.8M1.23%+41313F-HRTimeline
Private Advisor Group, LLC177,876$15.7M0.09%+1,92113F-HRTimeline
Avidian Wealth Enterprises, LLC177,423$15.7M0.7%+79613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding176,507$15.6M+69,033Timeline
NewEdge Advisors, LLC176,227$15.6M0.09%-7,57313F-HRTimeline
WOODSTOCK CORP173,037$15.3M1.47%-44213F-HRTimeline
CULBERTSON A N & CO INC171,706$15.2M2.41%-3213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC161,454$14.8M1.48%+12,60713F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA165,405$14.6M0.03%-47,04813F-HR/ATimelineGroup
Waverly Advisors, LLC164,341$14.5M0.22%+125,36913F-HRTimeline
&PARTNERS162,549$14.5M0.17%+90,33613F-HRTimeline
PATTON FUND MANAGEMENT, INC.162,119$14.3M2.81%-4,49713F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC161,843$14.3M0.91%-96013F-HRTimelineGroup
Cresset Asset Management, LLC160,500$14.2M0.07%-28,18713F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC157,225$13.9M0.59%+102,86013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC154,892$13.7M7.62%-2,34613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO154,752$13.7M0.25%+1,59113F-HRTimeline
Fox Financial, Inc153,922$13.6M12.29%+18,69013F-HRTimeline
Bricktown Capital, LLC153,264$13.5M2.83%+139,20013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT153,195$13.5M0.23%-1,89913F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC149,179$13.2M0.18%-15013F-HRTimeline
LJI Wealth Management, LLC147,690$13.1M2.57%-6,80213F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC145,698$12.9M13.92%-1,59513F-HRTimeline
Washington Trust Bank145,439$12.9M1.23%+7413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GREAT LAKES ADVISORS, LLC144,238$12.8M0.11%+8,84513F-HRTimeline
BLAIR WILLIAM & CO/IL143,847$12.7M0.04%+3,85113F-HRTimeline
CONNING INC.in group CONNING INC.143,035$12.6M0.44%013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…142,329$12.6M0.45%+31,60813F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…138,724$12.3M1.28%-6,01113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.138,545$12.2M<0.01%-52013F-HRTimeline
BAILARD, INC.138,104$12.2M0.31%-1,86013F-HRTimeline
STEPH & CO136,508$12.1M4.07%-19,20013F-HRTimeline
Ashton Thomas Private Wealth, LLC133,785$11.8M0.46%+4,99113F-HRTimeline
CWM, LLCin group CWM, LLC133,614$11.8M0.05%+8,55813F-HRTimelineGroup
First National Trust Co129,371$11.4M0.43%+13,33713F-HRTimeline
Strategic Financial Partners, Ltd.126,531$11.2M5.71%-37,81313F-HRTimeline
Three Bridge Wealth Advisors, LLC125,329$11.1M3.88%+16,21613F-HRTimeline
UNIQUE WEALTH, LLC122,145$10.8M2.25%+15,55613F-HRTimeline
PROFFITT & GOODSON INC121,158$10.7M1.78%-2,59213F-HRTimeline
Fund Evaluation Group, LLC120,677$10.7M0.5%-77013F-HRTimeline
First Horizon Advisors, Inc.120,185$10.6M0.3%+54013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC119,254$10.5M0.15%+1,72813F-HRTimeline
OLD NATIONAL BANCORP /IN/116,526$10.3M0.24%-6,41113F-HRTimeline
Stonegate Investment Group, LLC113,435$10M0.27%+5,20713F-HRTimeline
Taylor & Morgan Wealth Management, LLC112,065$9.91M6.96%+70713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.107,320$9.49M0.09%+3,39613F-HRTimelineGroup
Campion Asset Management106,436$9.41M7.1%-1,22013F-HRTimeline
TRUST POINT INC.106,171$9.39M0.65%+6,49713F-HRTimeline
BRIGHTON JONES LLC104,524$9.24M0.27%+4,18913F-HR/ATimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…103,614$9.16M0.96%-1,75913F-HRTimeline
Ullmann Wealth Partners Group, LLC102,534$9.06M1.17%-2,48513F-HRTimeline
WEST BANCORPORATION INC100,974$8.93M5.86%-4,16613F-HRTimeline
Haverford Trust Co99,341$8.78M0.09%013F-HRTimeline
Prime Capital Investment Advisors, LLC98,765$8.73M0.13%+1,36113F-HRTimeline
SIMON QUICK ADVISORS, LLC98,522$8.71M0.52%+4,66413F-HRTimeline
Argent Trust Co98,314$8.69M0.35%+40713F-HRTimeline
Goldstone Financial Group, LLC98,096$8.67M1.36%+16,58113F-HRTimeline
NWAM LLC97,808$8.65M0.53%-3,96913F-HRTimeline
Perigon Wealth Management, LLC94,876$8.64M0.21%+59,93913F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC94,444$8.35M0.92%+3,59513F-HRTimeline
Waterloo Capital, L.P.93,108$8.23M0.87%+19,17713F-HRTimeline
Plan Group Financial, LLC92,583$8.18M4.32%-29613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC92,521$8.18M1.02%-813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA92,515$8.18M0.04%-7,56413F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.92,358$8.16M5.51%-1,13913F-HRTimeline
Independence Bank of Kentucky92,174$8.15M1.25%-1,11313F-HRTimeline
DIVERSIFIED TRUST CO91,162$8.06M0.2%-1,33913F-HRTimeline
Hoxton Planning & Management, LLC90,990$8.04M3.07%-4,90113F-HRTimeline
Moser Wealth Advisors, LLC90,138$7.97M4.15%-3,15113F-HRTimeline
Verdence Capital Advisors LLC89,979$7.95M0.64%+12,11413F-HRTimeline
Summit Wealth Partners, LLC88,365$7.81M1.6%-7,47713F-HRTimeline
FFT WEALTH MANAGEMENT LLC88,277$7.8M0.59%013F-HRTimeline
EVOKE WEALTH, LLC87,719$7.75M0.22%+10713F-HRTimeline
Texas Capital Bancshares Inc/TX87,467$7.73M3.11%-1,42813F-HRTimeline
Baltimore-Washington Financial Advisors…84,652$7.48M0.38%-46413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC84,633$7.48M0.06%-2,60613F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC84,606$7.48M0.09%-14513F-HRTimeline
Tanglewood Legacy Advisors, LLC83,792$7.41M3.17%+1,27013F-HRTimeline
Rossmore Private Capital83,751$7.4M0.92%-27613F-HRTimeline
Full Sail Capital, LLC82,894$7.33M0.47%-5,12613F-HRTimeline