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Disclosery

IWR ISHARES TR

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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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP69,710,394$6.38B4.84%+3,213,04013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/60,814,837$5.59B0.45%-1,643,54813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN39,188,070$3.6B0.79%+920,58613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\13,918,489$1.28B1.61%-5,406,96213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,897,853$1.19B0.76%-259,30113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY10,627,845$977M0.06%+566,51513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,899,322$910M0.17%+1,880,98413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,669,669$889M0.12%+298,59813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,215,063$756M1.32%-3,60013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,575,928$605M0.04%-231,81813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,192,793$570M0.11%+4,157,29413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG5,387,723$496M0.1%+36,90813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,365,251$401M-3,911,309Timeline
FMR LLCin group FMR LLC4,063,753$374M0.02%+979,91713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,954,909$364M0.53%-120,65613F-HRTimelineGroup
AMG National Trust Bank3,796,616$349M9.18%+8,37113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,540,276$331M0.08%+147,85713F-HRTimelineGroup
TIAAgroup of 2 filers holding3,569,930$328M-601,194Timeline
LPL Financial LLC3,049,642$280M0.09%+57,05013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,945,315$271M0.48%+221,56713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,709,795$249M0.09%+28,79213F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC2,614,856$240M2.16%+29,41813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,613,195$240M0.04%+4,89713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding2,372,014$218M-41,078Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,980,792$182M0.72%+3,57413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,735,279$160M0.23%+35,05013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,643,054$151M0.56%-55,02013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,630,714$150M0.24%-242,23813F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK1,530,740$141M0.83%+7,36813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,353,515$124M0.06%+24,71813F-HRTimelineGroup
Glenview Trust Co1,285,599$118M2.05%+33,37613F-HRTimeline
First Western Trust Bank1,153,332$106M4.77%-22,45613F-HRTimeline
OAKWORTH CAPITAL, INC.1,143,667$105M6.78%+23,14813F-HRTimeline
Cetera Investment Advisers1,136,486$105M0.18%+1,76413F-HRTimeline
SYNOVUS FINANCIAL CORP1,104,995$102M1.24%-6,78413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,073,681$98.7M0.07%+21,19413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.1,054,593$97M0.53%+37,74413F-HRTimeline
Janney Montgomery Scott LLC1,042,814$95.9M0.25%-15,23013F-HRTimeline
Composition Wealth, LLC1,021,889$94M1.58%+94,19313F-HRTimeline
FACTORY MUTUAL INSURANCE CO978,700$90M0.98%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC963,696$88.6M0.12%-140,80213F-HRTimeline
GERMAN AMERICAN BANCORP, INC.938,960$86.4M8.43%-3,01313F-HRTimeline
Creative Planningin group Creative Planning930,420$85.6M0.07%+245,87913F-HRTimelineGroup
WASHINGTON TRUST Co928,015$85.3M3.02%-10,51413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC925,751$85.1M0.45%-20,74513F-HRTimelineGroup
JMG Financial Group, Ltd.908,254$83.5M2.53%+24,37613F-HRTimeline
UMB Bank, n.a.882,080$81.1M1.26%+65,14813F-HR/ATimeline
ALBION FINANCIAL GROUP /UT871,659$80.2M5.24%-4,45813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…828,507$77.6M0.13%-8,59013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC829,814$76.3M0.14%+51,74113F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp805,274$74.1M1.69%+50,15913F-HRTimelineGroup
Clearstead Advisors, LLC765,110$70.4M0.99%-12,07913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS764,638$70.3M0.05%+497,60113F-HRTimelineGroup
Millburn Ridgefield LLC /DE/732,758$67.4M1.62%-41,96213F-HRTimeline
Catalyst Capital Advisors LLC732,758$67.4M1.36%-41,96213F-HRTimeline
International City Management Associati…702,067$64.6M34.46%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…682,560$62.9M0.14%-113,10713F-HR/ATimelineGroup
Badgley Phelps Wealth Managers, LLC654,268$60.2M1.33%+19,19813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources650,966$59.9M0.02%-40,29713F-HRTimelineGroup
Citizens Business Bank645,119$59.3M11.53%+18,91513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.604,864$55.6M0.1%+138,01713F-HR/ATimelineGroup
Mesirow Financial Investment Management…547,366$50.3M0.98%-572,28213F-HRTimeline
COMERICA BANK544,897$50.1M0.19%-3813F-HRTimeline
HighTower Advisors, LLC521,577$48M0.06%+17,72413F-HRTimeline
STOCK YARDS BANK & TRUST CO501,728$46.1M1.54%+13,18713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS499,719$46M1.7%-99013F-HRTimelineGroup
COUNTRY TRUST BANK494,871$45.5M1.02%+3,53013F-HRTimeline
Steward Partners Investment Advisory, L…482,136$44.3M0.35%+1,64113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding478,204$44M+10,681Timeline
Cambridge Investment Research Advisors,…477,302$43.9M0.13%+6,80413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp451,557$41.5M0.14%-33,14113F-HRTimelineGroup
Dakota Wealth Management439,991$40.5M0.85%-11,88713F-HRTimeline
MAI Capital Management434,754$40M0.28%+55,17413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP421,731$38.8M0.05%-462,69113F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…413,792$38.1M0.52%+12,17313F-HRTimelineGroup
River Wealth Advisors LLC402,940$37.1M4.61%+11,91913F-HRTimeline
ALERUS FINANCIAL NA384,562$35.4M2.55%-8,02713F-HRTimeline
Wealthspire Advisors, LLC384,394$35.4M0.2%-10,60413F-HRTimeline
Wilmington Savings Fund Society, FSB381,204$35.1M0.62%+95,18713F-HRTimeline
Gilbert & Cook, Inc.379,735$34.9M4.72%-16,84513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS376,931$34.7M0.08%+2,18913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding368,588$33.9M+60,189Timeline
Coastline Trust Co362,956$33.4M3.82%+10,52913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stegner Investment Associates Inc.356,643$32.8M20.1%+26,02913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…351,930$32.4M0.08%-45513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC339,958$31.3M0.04%+21,30713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC335,130$30.8M0.09%+19,76513F-HRTimeline
Consolidated Investment Group LLC323,140$29.7M3.98%013F-HRTimeline
D.A. DAVIDSON & CO.312,578$28.7M0.2%-2,22913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.296,320$27.3M<0.01%-78,30413F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC292,367$26.9M0.44%-12,16413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP291,489$26.8M0.18%+38,81913F-HRTimelineGroup
Legacy Edge Advisors, LLC275,347$25.3M3.38%+239,12413F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC273,859$25.2M1.39%+8,91813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.267,915$24.6M0.4%-3,50513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Texas Capital Bank Wealth Management Se…254,953$23.4M2.19%-34,93113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP251,059$23.1M0.02%-25,64113F-HRTimelineGroup
AE Wealth Management LLC250,817$23.1M0.17%+32,15213F-HRTimeline
XML Financial, LLC250,513$23M2%-7,27913F-HRTimeline
Focus Financial Network, Inc.238,479$21.9M0.87%-3,34813F-HRTimeline
AMARILLO NATIONAL BANK236,098$21.7M4.04%+6,43413F-HRTimeline
Sanctuary Advisors, LLC233,023$21.4M0.13%+1,80013F-HRTimeline
Miller Investment Management, LP226,917$20.9M2.19%-2,58913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding225,532$20.7M-5,407Timeline
CCG WEALTH MANAGEMENT, LLC220,910$20.3M10.71%+12,93213F-HRTimeline
Beacon Pointe Advisors, LLC219,159$20.2M0.21%-27,74213F-HRTimeline
Cresset Asset Management, LLC214,607$19.7M0.1%+54,63413F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC211,500$19.5M0.27%+1,01813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC205,120$18.9M0.43%+1,61513F-HRTimeline
NewEdge Advisors, LLC202,346$18.6M0.1%+19,81713F-HRTimeline
WHITTIER TRUST CO185,101$17M0.21%-3,72413F-HRTimeline
SONATA CAPITAL GROUP INC184,636$17M6.79%-11313F-HRTimeline
Private Advisor Group, LLC184,333$17M0.09%+99713F-HRTimeline
PFW Advisors LLC183,040$16.8M5.18%-5,55613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.176,467$16.2M0.13%+40,89513F-HRTimelineGroup
Koss-Olinger Consulting, LLC176,176$16.2M1.33%-15,55313F-HRTimeline
Avidian Wealth Enterprises, LLC175,456$16.1M0.66%-2,36613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV173,899$16M0.04%-35,03813F-HRTimeline
&PARTNERS174,305$16M0.12%+6,35213F-HRTimeline
Waverly Advisors, LLC172,630$15.9M0.17%+4,21913F-HRTimeline
CULBERTSON A N & CO INC169,916$15.6M2.4%-1,33513F-HRTimeline
BOKF, NAin group BOKF, NA167,557$15.4M0.25%-6613F-HRTimelineGroup
CWM, LLCin group CWM, LLC166,871$15.3M0.05%+12,38713F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT166,295$15.3M0.24%+14,24013F-HRTimeline
UNIQUE WEALTH, LLC165,799$15.2M2.46%+4,43113F-HRTimeline
PATTON FUND MANAGEMENT, INC.165,655$15.2M3.34%+3,70713F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA165,398$15.2M0.03%013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO164,390$15.1M0.27%+14,92413F-HRTimeline
LJI Wealth Management, LLC164,069$15.1M2.63%+3,09813F-HRTimeline
WOODSTOCK CORP163,843$15.1M1.38%-2,18213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC161,228$15M1.37%-33013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC163,125$15M0.47%+1,30113F-HRTimelineGroup
Bristlecone Advisors, LLC163,022$15M1.26%-13,70913F-HRTimeline
Members Advisory Group LLC161,855$14.9M5.6%-43,53213F-HRTimeline
ALLIANCEBERNSTEIN L.P.157,542$14.5M<0.01%+13,89813F-HRTimeline
Fox Financial, Inc157,525$14.5M12.25%+1,76813F-HRTimeline
Bricktown Capital, LLC152,264$14M2.54%013F-HRTimeline
Fund Evaluation Group, LLC150,016$13.8M0.53%-1,25213F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC147,810$13.6M0.18%+1,08613F-HRTimeline
Private Wealth Asset Management, LLC145,750$13.4M1.78%+3,36113F-HRTimeline
VestGen Advisors, LLC140,970$13M0.52%-3,20813F-HRTimeline
Ullmann Wealth Partners Group, LLC137,186$12.6M1.49%+38,74413F-HRTimeline
BLAIR WILLIAM & CO/IL137,031$12.6M0.04%-5,40413F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…136,702$12.6M1.15%-1,17713F-HRTimelineGroup
Atlas Legacy Advisors, LLC136,082$12.5M2.76%-17,97513F-HRTimeline
OLD NATIONAL BANCORP /IN/135,960$12.5M0.22%+20,34913F-HRTimeline
Washington Trust Bank134,375$12.4M1.04%-813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GGM Financial LLC131,832$12.1M7.04%+8,40613F-HR/ATimeline
BAILARD, INC.131,412$12.1M0.28%-7,07013F-HRTimeline
Argent Trust Co131,368$12.1M0.46%+33,33513F-HRTimeline
First National Trust Co131,059$12.1M0.45%+10,93013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC129,049$11.9M0.01%-49,00213F-HRTimelineGroup
STEPH & CO128,882$11.9M3.84%+3,85613F-HRTimeline
Robertson Stephens Wealth Management, L…128,801$11.8M0.41%+6,68913F-HRTimeline
Three Bridge Wealth Advisors, LLC128,412$11.8M3.11%-14913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC126,873$11.7M0.14%+2,72313F-HRTimeline
Verdence Capital Advisors LLC121,136$11.1M0.76%+8,84013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…118,327$10.9M0.02%+65,49713F-HRTimelineGroup
First Horizon Advisors, Inc.116,117$10.7M0.28%-3,22713F-HRTimeline
Prime Capital Investment Advisors, LLC115,795$10.6M0.14%-17,78313F-HRTimeline
Taylor & Morgan Wealth Management, LLC115,764$10.6M7.19%+35713F-HRTimeline
PROFFITT & GOODSON INC115,291$10.6M1.62%-1,08313F-HRTimeline
Heck Capital Advisors, LLC114,518$10.5M0.91%+42,48513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding108,496$9.98M-6,814Timeline
Pinnacle Financial Partners Inc108,379$9.97M0.21%+39,71113F-HRTimeline
BRIGHTON JONES LLC108,225$9.95M0.27%+2,25413F-HRTimeline
Plan Group Financial, LLC107,824$9.92M3.26%-18,84213F-HRTimeline
Perigon Wealth Management, LLC106,120$9.76M0.23%+68413F-HRTimeline
Campion Asset Management105,360$9.69M7.27%-88813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC104,787$9.64M0.38%+91,01013F-HRTimelineGroup
Stonegate Investment Group, LLC103,348$9.5M0.24%-9,11113F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC101,499$9.33M9.69%+1,00513F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…99,098$9.11M1.01%-3,39413F-HRTimeline
Ashton Thomas Private Wealth, LLC98,810$9.09M0.32%-46,53813F-HRTimeline
WEST BANCORPORATION INC98,183$9.03M5.7%-8,40713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.98,182$9.03M0.93%-1,41213F-HRTimeline
Strategic Financial Partners, Ltd.98,161$9.03M4.19%-20,11413F-HRTimeline
TRUST POINT INC.96,356$8.86M0.84%-9,45313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.96,049$8.83M0.43%+7,82113F-HRTimelineGroup
Full Sail Capital, LLC95,988$8.83M0.51%+15,13313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC95,864$8.82M1.02%+2,42113F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC94,494$8.69M0.99%+5013F-HRTimeline
Goldstone Financial Group, LLC90,984$8.53M1.13%-1,06613F-HRTimeline
Mullaney, Keating & Wright, Inc.92,325$8.49M5.56%-9313F-HRTimeline
Hoxton Planning & Management, LLC91,969$8.46M2.92%+1,85513F-HRTimeline
Haverford Trust Co90,605$8.33M0.08%-5,10313F-HRTimeline
SIMON QUICK ADVISORS, LLC89,111$8.2M0.41%-7,42313F-HR/ATimeline
Glenmede Investment Management, LP87,202$8.02M0.04%13F-HRTimeline
Tanglewood Legacy Advisors, LLC86,820$7.98M3.28%-2,54713F-HRTimeline
IEQ CAPITAL, LLC86,647$7.97M0.05%+2,19913F-HRTimeline
Independence Bank of Kentucky86,298$7.94M1.12%-1,94113F-HRTimeline
NewEdge Wealth, LLC84,826$7.9M0.12%+3,42113F-HRTimeline
DIVERSIFIED TRUST CO84,697$7.79M0.17%-1,71213F-HRTimeline
Valeo Financial Advisors, LLC84,387$7.76M0.19%+58,30713F-HR/ATimeline
RWA WEALTH PARTNERS, LLC83,083$7.64M0.1%-17913F-HRTimeline
Fulton Bank, N.A.82,516$7.59M0.28%+38513F-HRTimeline
Texas Capital Bancshares Inc/TX81,795$7.52M2.72%-1,16713F-HRTimeline
Baltimore-Washington Financial Advisors…81,786$7.52M0.35%-2,53213F-HRTimeline
Paragon Private Wealth Management, LLC81,327$7.48M2.98%+2,10113F-HRTimeline
Summit Wealth Partners, LLC80,730$7.42M1.42%-4,98613F-HRTimeline