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Disclosery

IWR ISHARES TR

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SHS (fund)

1,363 managers (1,377 13F filers) reported a position in IWR shares at 2025-03-31, 374,319,288 shares in all. 77 filers opened a position and 102 filers sold out during the quarter.

Managers
1,363
13F filers
1,377
New
77
Added
435
Reduced
491
Sold out
102
Shares held by filers
374,319,288

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP66,497,354$5.63B5.04%+4,290,07613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/62,458,385$5.31B0.47%+828,46813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN38,267,484$3.26B0.78%+4,105,04413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\19,325,451$1.64B2.2%+418,49113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,157,154$1.12B0.59%-279,31813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY10,061,330$856M0.06%+2,085,75913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,371,071$797M0.12%+75,63813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,276,560$704M+12,642Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,218,663$699M1.35%+142,57613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,018,338$682M0.14%+840,83913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,807,746$579M0.04%-75,02813F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,350,815$455M0.1%-25,35413F-HRTimelineGroup
TIAAgroup of 2 filers holding4,171,124$355M-48,208Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,075,565$347M0.56%+400,80113F-HRTimelineGroup
AMG National Trust Bank3,788,245$322M9.04%-10,06013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,392,419$297M0.08%-759,93613F-HRTimelineGroup
FMR LLCin group FMR LLC3,083,836$262M0.02%+142,89313F-HRTimelineGroup
LPL Financial LLC2,992,592$255M0.1%+350,65113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,681,003$228M0.09%-8,60313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,608,298$222M0.04%+175,64713F-HR/ATimelineGroup
JOHNSON INVESTMENT COUNSEL INC2,585,438$220M2.12%+66,70613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding2,413,092$205M-1,822Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,723,748$204M0.43%+372,03513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,035,499$173M0.04%-251,95513F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,977,218$168M0.73%-15,22613F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,872,952$159M0.29%+1,029,11513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,700,229$145M0.24%+60,57413F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,698,074$144M0.58%-18,58913F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK1,523,372$130M0.83%-20,77813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,328,797$113M0.06%+86,06713F-HRTimelineGroup
Glenview Trust Co1,252,223$107M2.07%+30,91713F-HR/ATimeline
First Western Trust Bank1,175,788$100M4.79%+75,17013F-HRTimeline
Cetera Investment Advisers1,134,722$96.5M0.19%+82,47613F-HRTimeline
OAKWORTH CAPITAL, INC.1,120,519$95.3M6.64%+7,39713F-HRTimeline
Mesirow Financial Investment Management…1,119,648$95.2M1.85%+569,91413F-HRTimeline
SYNOVUS FINANCIAL CORP1,111,779$94.6M1.22%+74,47913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,104,498$94M0.13%+105,45513F-HRTimeline
Janney Montgomery Scott LLC1,058,044$90M0.26%+134,58113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,052,487$89.5M0.07%+35,23513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.1,016,849$86.5M0.52%+3,41613F-HRTimeline
FACTORY MUTUAL INSURANCE CO978,700$83.3M0.97%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC946,496$80.5M0.47%+39,66013F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.941,973$80.1M8.61%+12,10313F-HRTimeline
WASHINGTON TRUST Co938,529$79.8M3.06%-28,96213F-HRTimeline
Composition Wealth, LLC927,696$78.9M1.58%-4,12713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP884,422$75.2M0.12%+448,46113F-HRTimelineGroup
JMG Financial Group, Ltd.883,878$75.2M2.54%-22,58213F-HRTimeline
ALBION FINANCIAL GROUP /UT876,117$74.5M5.27%-11613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…837,097$71.2M0.14%+14,27313F-HRTimeline
UMB Bank, n.a.816,932$69.5M1.15%+113,92213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…795,667$67.7M0.17%+60,39513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC778,073$66.2M0.14%+41,92313F-HRTimelineGroup
Clearstead Advisors, LLC777,189$66.1M1.03%-7,95713F-HRTimeline
Millburn Ridgefield LLC /DE/774,720$65.9M1.6%+49,14713F-HRTimeline
Catalyst Capital Advisors LLC774,720$65.9M1.35%+49,14713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp755,115$64.2M3.89%-4,27613F-HRTimelineGroup
International City Management Associati…702,067$59.7M33.79%013F-HRTimeline
Franklin Resourcesgroup of 2 filers holding691,263$58.8M-11,394Timeline
Creative Planningin group Creative Planning684,541$58.2M0.05%+77,41613F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC635,070$54M1.3%+14,95813F-HRTimeline
Citizens Business Bank626,204$53.3M11.56%+99,24613F-HRTimeline
COMERICA BANK544,935$46.4M0.19%+21,18813F-HRTimeline
HighTower Advisors, LLC503,853$42.9M0.06%-22,14013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS500,709$42.6M1.73%+2,81013F-HRTimelineGroup
COUNTRY TRUST BANK491,341$41.8M1.05%-79,67713F-HR/ATimeline
STOCK YARDS BANK & TRUST CO488,541$41.6M1.48%+10,21013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp484,698$41.2M0.15%-21,98013F-HRTimelineGroup
Steward Partners Investment Advisory, L…480,495$40.9M0.36%+22,27713F-HRTimeline
Cambridge Investment Research Advisors,…470,498$40M0.14%-3,69213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding467,523$39.8M+1,742Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.466,847$39.7M0.09%+4,85113F-HRTimelineGroup
Dakota Wealth Management451,878$38.4M0.9%-13,66713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…401,619$34.2M0.5%-59,37013F-HRTimelineGroup
Gilbert & Cook, Inc.396,580$33.7M4.89%-64,34513F-HRTimeline
Wealthspire Advisors, LLC394,998$33.6M0.2%+212,46313F-HRTimeline
ALERUS FINANCIAL NA392,589$33.4M2.67%-2,91113F-HRTimeline
River Wealth Advisors LLC391,021$33.3M4.62%+7,51813F-HRTimeline
MAI Capital Management379,580$32.3M0.24%+2,23613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS374,742$31.9M0.08%+23,44713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.374,624$31.9M<0.01%+78,47313F-HRTimelineGroup
Coastline Trust Co352,427$30M3.73%+18,36713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…352,385$30M0.07%-67,10013F-HRTimeline
Stegner Investment Associates Inc.330,614$28.1M19.66%+9,66813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Consolidated Investment Group LLC323,140$27.5M4.21%-19,72013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC318,651$27.1M0.04%+65813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC315,365$26.8M0.09%-10,51713F-HRTimeline
D.A. DAVIDSON & CO.314,807$26.8M0.22%+8,93113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…288,810$26.5M0.06%+4,20613F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding308,399$26.2M+39,512Timeline
COLDSTREAM CAPITAL MANAGEMENT INC304,531$25.9M0.55%-1,29313F-HRTimeline
Texas Capital Bank Wealth Management Se…289,884$24.7M2.49%-64,92513F-HRTimeline
Wilmington Savings Fund Society, FSB286,017$24.3M0.45%-2,25613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP276,700$23.5M0.03%+13,91513F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.271,420$23.1M0.41%+8,20413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS267,037$22.7M0.02%+38,99913F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC264,941$22.5M1.38%-2113F-HRTimeline
XML Financial, LLC257,792$21.9M2.05%-16,12013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP252,670$21.5M0.16%+8,57813F-HRTimelineGroup
Beacon Pointe Advisors, LLC246,901$21M0.24%+25,57913F-HRTimeline
Focus Financial Network, Inc.241,827$20.6M0.84%-4,84113F-HRTimeline
Sanctuary Advisors, LLC231,223$19.7M0.14%+11,76313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding230,939$19.6M-37,966Timeline
Legacy Advisors, LLC229,995$19.6M2.05%+1,46713F-HRTimeline
AMARILLO NATIONAL BANK229,664$19.5M3.8%-39,55713F-HRTimeline
Miller Investment Management, LP229,506$19.5M2.16%-89913F-HRTimeline
AE Wealth Management LLC218,665$18.6M0.16%+28,12713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC210,482$17.9M0.26%+12,67613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV208,937$17.8M0.04%+10,52713F-HRTimeline
CCG WEALTH MANAGEMENT, LLC207,978$17.7M10.58%+53,08613F-HRTimeline
Members Advisory Group LLC205,387$17.5M7.3%-1,73513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC203,505$17.3M0.44%-17,44113F-HRTimeline
Koss-Olinger Consulting, LLC191,729$16.3M1.37%-4,23313F-HRTimeline
WHITTIER TRUST CO188,825$16.1M0.22%+38113F-HRTimeline
PFW Advisors LLC188,596$16M5.03%-4,40313F-HRTimeline
SONATA CAPITAL GROUP INC184,749$15.7M6.84%-3,08213F-HRTimeline
Private Advisor Group, LLC183,336$15.6M0.09%+5,46013F-HRTimeline
NewEdge Advisors, LLC182,529$15.5M0.09%+6,30213F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC178,051$15.1M0.02%-11,45813F-HR/ATimelineGroup
Avidian Wealth Enterprises, LLC177,822$15.1M0.67%+39913F-HRTimeline
Bristlecone Advisors, LLC176,731$15M1.23%-1,44913F-HRTimeline
CULBERTSON A N & CO INC171,251$14.6M2.33%-45513F-HRTimeline
Waverly Advisors, LLC168,411$14.3M0.17%+4,07013F-HRTimeline
BOKF, NAin group BOKF, NA167,623$14.3M0.25%-23,58613F-HRTimelineGroup
&PARTNERS167,953$14.2M0.15%+5,40413F-HRTimeline
WOODSTOCK CORP166,025$14.1M1.4%-7,01213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA165,398$14.1M0.03%-713F-HR/ATimelineGroup
PATTON FUND MANAGEMENT, INC.161,948$13.8M3.34%-17113F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC161,824$13.8M1.03%-1913F-HRTimelineGroup
UNIQUE WEALTH, LLC161,368$13.7M2.59%+39,22313F-HRTimeline
LJI Wealth Management, LLC160,971$13.7M2.73%+13,28113F-HRTimeline
Cresset Asset Management, LLC159,973$13.6M0.07%-52713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC161,558$13.5M1.43%+10413F-HRTimeline
Fox Financial, Inc155,757$13.3M12.47%+1,83513F-HRTimeline
CWM, LLCin group CWM, LLC154,484$13.1M0.05%+20,87013F-HRTimelineGroup
Atlas Legacy Advisors, LLC154,057$13.1M3.33%-124,19913F-HRTimeline
Bricktown Capital, LLC152,264$13M2.43%-1,00013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT152,055$12.9M0.22%-1,14013F-HRTimeline
Fund Evaluation Group, LLC151,268$12.9M0.56%+30,59113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO149,466$12.7M0.32%-5,28613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC146,724$12.5M0.18%-2,45513F-HRTimeline
Ashton Thomas Private Wealth, LLC145,348$12.4M0.47%+11,56313F-HRTimeline
VestGen Advisors, LLC144,178$12.3M0.56%13F-HRTimeline
ALLIANCEBERNSTEIN L.P.143,644$12.2M<0.01%+5,09913F-HRTimeline
BLAIR WILLIAM & CO/IL142,435$12.1M0.04%-1,41213F-HRTimeline
Private Wealth Asset Management, LLC142,389$12.1M1.74%13F-HRTimeline
BAILARD, INC.138,482$11.8M0.3%+37813F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…137,879$11.7M1.22%-84513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.135,572$11.5M0.11%+28,25213F-HRTimelineGroup
Washington Trust Bank134,383$11.4M1.15%-11,05613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prime Capital Investment Advisors, LLC133,578$11.4M0.13%+34,81313F-HRTimeline
Three Bridge Wealth Advisors, LLC128,561$10.9M3.81%+3,23213F-HRTimeline
Plan Group Financial, LLC126,666$10.8M3.85%+34,08313F-HRTimeline
STEPH & CO125,026$10.6M3.82%-11,48213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC124,150$10.6M0.15%+4,89613F-HRTimeline
GGM Financial LLC123,426$10.5M7.17%+121,15913F-HRTimeline
Robertson Stephens Wealth Management, L…122,112$10.4M0.39%-20,21713F-HRTimeline
First National Trust Co120,129$10.2M0.41%-9,24213F-HRTimeline
First Horizon Advisors, Inc.119,344$10.2M0.29%-84113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC118,375$10.1M0.01%+50,69713F-HRTimelineGroup
Strategic Financial Partners, Ltd.118,275$10.1M5.3%-8,25613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding115,310$9.96M-61,197Timeline
PROFFITT & GOODSON INC116,374$9.9M1.63%-4,78413F-HRTimeline
OLD NATIONAL BANCORP /IN/115,611$9.84M0.26%-91513F-HRTimeline
Taylor & Morgan Wealth Management, LLC115,407$9.82M7.4%+3,34213F-HRTimeline
Stonegate Investment Group, LLC112,459$9.57M0.26%-97613F-HRTimeline
Verdence Capital Advisors LLC112,296$9.55M0.73%+22,31713F-HRTimeline
WEST BANCORPORATION INC106,590$9.07M6.16%+5,61613F-HRTimeline
Campion Asset Management106,248$9.04M6.99%-18813F-HRTimeline
BRIGHTON JONES LLC105,971$9.01M0.29%+1,44713F-HRTimeline
TRUST POINT INC.105,809$9M0.82%-36213F-HRTimeline
Perigon Wealth Management, LLC105,436$8.97M0.23%+10,56013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…102,492$8.72M0.98%-1,12213F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC100,494$8.55M10.45%-45,20413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.99,594$8.47M0.91%+23,98513F-HRTimeline
Ullmann Wealth Partners Group, LLC98,442$8.37M1.11%-4,09213F-HRTimeline
Argent Trust Co98,033$8.34M0.34%-28113F-HRTimeline
SIMON QUICK ADVISORS, LLC96,534$8.21M0.47%-1,98813F-HRTimeline
Waterloo Capital, L.P.96,429$8.2M0.76%+3,32113F-HRTimeline
Haverford Trust Co95,708$8.14M0.08%-3,63313F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC94,444$8.03M0.99%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC93,443$7.95M1%+92213F-HRTimeline
Mullaney, Keating & Wright, Inc.92,418$7.86M5.3%+6013F-HRTimeline
Goldstone Financial Group, LLC92,050$7.83M1.19%-6,04613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA92,010$7.83M0.04%-50513F-HRTimelineGroup
Hoxton Planning & Management, LLC90,114$7.67M2.92%-87613F-HRTimeline
Tanglewood Legacy Advisors, LLC89,367$7.6M3.33%+5,57513F-HRTimeline
Independence Bank of Kentucky88,239$7.51M1.17%-3,93513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.88,228$7.51M0.41%+7,24513F-HR/ATimelineGroup
DIVERSIFIED TRUST CO86,409$7.35M0.18%-4,75313F-HRTimeline
Summit Wealth Partners, LLC85,716$7.29M1.48%-2,64913F-HRTimeline
Moser Wealth Advisors, LLC84,900$7.22M3.79%-5,23813F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC84,761$7.21M0.22%+81,95113F-HRTimeline
IEQ CAPITAL, LLC84,448$7.18M0.06%+7,83113F-HRTimeline
Baltimore-Washington Financial Advisors…84,318$7.17M0.38%-33413F-HRTimeline
RWA WEALTH PARTNERS, LLC83,262$7.08M0.09%-1,34413F-HRTimeline
Texas Capital Bancshares Inc/TX82,962$7.06M3%-4,50513F-HRTimeline
GREENLEAF TRUST82,760$7.04M0.06%+7,74413F-HRTimeline
Fulton Bank, N.A.82,131$6.99M0.28%013F-HRTimeline
NewEdge Wealth, LLC81,405$6.93M0.13%+5,22413F-HRTimeline
Full Sail Capital, LLC80,855$6.88M0.44%-2,03913F-HRTimeline