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Disclosery

IWR ISHARES TR

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SHS (fund)

1,417 managers (1,432 13F filers) reported a position in IWR shares at 2025-09-30, 384,701,670 shares in all. 69 filers opened a position and 68 filers sold out during the quarter.

Managers
1,417
13F filers
1,432
New
69
Added
477
Reduced
457
Sold out
68
Shares held by filers
384,701,670

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLLP75,344,008$7.25B4.94%+5,633,61413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/62,427,165$6.03B0.45%+1,612,32813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN40,247,719$3.89B0.79%+1,059,64913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\13,639,666$1.32B1.56%-278,82313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,747,480$1.23B0.75%-150,37313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY10,337,681$998M0.06%-290,16413F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,022,446$968M0.17%+123,12413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,804,635$947M0.12%+134,96613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,458,447$817M1.31%+243,38413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,006,753$677M0.12%+813,96013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,623,770$640M0.04%+47,84213F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG6,019,885$581M0.11%+632,16213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,350,544$420M-14,707Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,194,401$405M0.55%+239,49213F-HRTimelineGroup
FMR LLCin group FMR LLC4,046,673$391M0.02%-17,08013F-HRTimelineGroup
AMG National Trust Bank3,798,130$367M8.94%+1,51413F-HRTimeline
TIAAgroup of 2 filers holding3,338,229$322M-231,701Timeline
LPL Financial LLC3,206,867$310M0.09%+157,22513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,153,946$304M0.07%-386,33013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,960,600$286M0.49%+15,28513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,790,711$269M0.09%+80,91613F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC2,671,300$258M2.16%+56,44413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding2,342,382$226M-29,632Timeline
Cetera Investment Advisers2,175,090$210M0.24%+1,038,60413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,996,398$193M0.03%-616,79713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,970,116$190M0.73%-10,67613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,733,034$167M0.22%-2,24513F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,679,622$162M0.24%+48,90813F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,578,799$152M0.54%-64,25513F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK1,498,045$145M0.8%-32,69513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,406,458$136M0.06%+52,94313F-HRTimelineGroup
Glenview Trust Co1,289,642$125M1.97%+4,04313F-HRTimeline
OAKWORTH CAPITAL, INC.1,156,445$112M6.45%+12,77813F-HRTimeline
SYNOVUS FINANCIAL CORP1,122,081$108M1.24%+17,08613F-HRTimeline
First Western Trust Bank1,087,317$105M4.82%-66,01513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,069,948$103M0.07%-3,73313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,036,468$100M0.13%+72,77213F-HRTimeline
Janney Montgomery Scott LLC1,034,929$99.9M0.24%-7,88513F-HRTimeline
GERMAN AMERICAN BANCORP, INC.964,150$93.1M8.22%+25,19013F-HRTimeline
WASHINGTON TRUST Co928,293$89.6M2.94%+27813F-HRTimeline
Creative Planningin group Creative Planning928,121$89.6M0.07%-2,29913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC918,943$88.7M0.36%-6,80813F-HRTimelineGroup
UMB Bank, n.a.906,760$87.5M1.29%+24,68013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JMG Financial Group, Ltd.889,118$85.8M2.44%-19,13613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp877,534$84.7M1.6%+72,26013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT874,123$84.4M5.1%+2,46413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC852,310$82.3M0.13%+22,49613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…826,751$79.9M0.12%-1,75613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS813,444$78.5M0.06%+48,80613F-HRTimelineGroup
Clearstead Advisors, LLC768,383$74.2M1.08%+3,27313F-HRTimeline
FACTORY MUTUAL INSURANCE CO758,700$73.3M0.71%-220,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.757,243$73M0.1%+152,37913F-HRTimelineGroup
International City Management Associati…702,067$67.8M34.62%013F-HRTimeline
Millburn Ridgefield LLC /DE/685,140$66.2M1.58%-47,61813F-HRTimeline
Catalyst Capital Advisors LLC685,140$66.2M1.33%-47,61813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…678,409$65.5M0.13%-4,15113F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC661,290$63.8M1.34%+7,02213F-HRTimeline
Citizens Business Bank651,577$62.9M10.5%+6,45813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources647,191$62.5M0.02%-3,77513F-HRTimelineGroup
COMERICA BANK556,927$53.8M0.2%+12,03013F-HRTimeline
Mesirow Financial Investment Management…547,963$52.9M0.95%+59713F-HRTimeline
NorthRock Partners, LLC533,490$51.5M0.93%+495,27913F-HRTimeline
HighTower Advisors, LLC522,195$50.4M0.06%+61813F-HRTimeline
STOCK YARDS BANK & TRUST CO510,511$49.3M1.55%+8,78313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS507,395$49M1.81%+7,67613F-HRTimelineGroup
Composition Wealth, LLC506,822$48.9M0.73%-515,06713F-HRTimeline
COUNTRY TRUST BANK491,624$47.5M1.04%-3,24713F-HRTimeline
Steward Partners Investment Advisory, L…485,977$46.9M0.27%+3,84113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding483,304$46.7M+5,100Timeline
Cambridge Investment Research Advisors,…479,460$46.3M0.13%+2,15813F-HRTimeline
MAI Capital Management432,002$41.7M0.26%-2,75213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp431,206$41.6M0.14%-20,35113F-HRTimelineGroup
Proficio Capital Partners LLC426,784$41.2M2.83%+418,48413F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…425,786$41.1M0.52%+11,99413F-HRTimelineGroup
River Wealth Advisors LLC411,559$39.7M4.65%+8,61913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…409,596$39.5M0.1%+57,66613F-HRTimeline
Stegner Investment Associates Inc.401,968$38.8M21.28%+45,32513F-HRTimeline
Wealthspire Advisors, LLC390,216$37.7M0.2%+5,82213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.382,997$37M<0.01%+86,67713F-HRTimelineGroup
Dakota Wealth Management375,324$36.2M0.73%-64,66713F-HR/ATimeline
ALERUS FINANCIAL NA374,711$36.2M1.84%-9,85113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP374,678$36.2M0.06%-47,05313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS368,581$35.6M0.07%-8,35013F-HRTimeline
Coastline Trust Co363,830$35.1M3.77%+87413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Gilbert & Cook, Inc.362,458$35M4.5%-17,27713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding340,299$32.9M-28,289Timeline
Wilmington Savings Fund Society, FSB336,534$32.5M0.78%-44,67013F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC335,400$32.4M0.04%-4,55813F-HRTimelineGroup
Consolidated Investment Group LLC323,140$31.2M3.83%013F-HRTimeline
D.A. DAVIDSON & CO.318,885$30.8M0.2%+6,30713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV316,367$30.5M0.05%+142,46813F-HRTimeline
Legacy Edge Advisors, LLC304,420$29.4M3.46%+29,07313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP301,183$29.1M0.19%+9,69413F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC299,467$28.9M0.08%-35,66313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding293,983$28.4M+68,451Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…292,796$28.3M0.06%+227,45513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC289,768$28M0.38%-2,59913F-HRTimeline
AE Wealth Management LLC286,786$27.7M0.18%+35,96913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP275,529$26.6M0.02%+24,47013F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC270,667$26.1M1.36%-3,19213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.265,506$25.6M0.39%-2,40913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
XML Financial, LLC244,819$23.6M1.92%-5,69413F-HRTimeline
Sanctuary Advisors, LLC243,308$23.5M0.13%+10,28513F-HR/ATimeline
DT Investment Partners, LLC242,426$23.4M1.98%+168,83913F-HRTimeline
Cresset Asset Management, LLC241,426$23.3M0.1%+26,81913F-HR/ATimeline
Focus Financial Network, Inc.234,000$22.6M0.81%-4,47913F-HRTimeline
Texas Capital Bank Wealth Management Se…229,611$22.2M1.83%-25,34213F-HRTimeline
CCG WEALTH MANAGEMENT, LLC227,502$22M10.35%+6,59213F-HRTimeline
Miller Investment Management, LP226,018$21.8M2.19%-89913F-HRTimeline
AMARILLO NATIONAL BANK222,511$21.5M3.78%-13,58713F-HRTimeline
Legacy Advisors, LLC216,908$20.9M2.59%+196,31513F-HRTimeline
CWM, LLCin group CWM, LLC211,867$20.5M0.06%+44,99613F-HRTimelineGroup
Beacon Pointe Advisors, LLC210,680$20.3M0.17%-8,47913F-HRTimeline
NewEdge Advisors, LLC207,178$20M0.09%+4,83213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC205,454$19.8M0.26%-6,04613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC202,682$19.7M0.42%-2,43813F-HRTimeline
WHITTIER TRUST CO183,632$17.9M0.2%-1,46913F-HRTimeline
SONATA CAPITAL GROUP INC184,303$17.8M6.57%-33313F-HRTimeline
PFW Advisors LLC182,133$17.6M5.2%-90713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.181,916$17.6M0.13%+5,44913F-HRTimelineGroup
Waverly Advisors, LLC177,047$17.1M0.17%+4,41713F-HRTimeline
Private Advisor Group, LLC174,492$16.8M0.08%-9,84113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO171,947$16.6M0.36%+7,55713F-HRTimeline
&PARTNERS171,173$16.5M0.11%-3,13213F-HRTimeline
CULBERTSON A N & CO INC169,888$16.4M2.32%-2813F-HRTimeline
ALLIANCEBERNSTEIN L.P.167,624$16.2M0.01%+10,08213F-HRTimeline
Avidian Wealth Enterprises, LLC167,508$16.2M0.61%-7,94813F-HRTimeline
Koss-Olinger Consulting, LLC175,580$16.1M1.33%-59613F-HRTimeline
Robertson Stephens Wealth Management, L…167,240$16.1M0.49%+38,43913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT166,758$16.1M0.24%+46313F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA165,390$16M0.03%-813F-HRTimelineGroup
UNIQUE WEALTH, LLC165,323$16M2.34%-47613F-HRTimeline
PATTON FUND MANAGEMENT, INC.164,399$15.9M2.85%-1,25613F-HRTimeline
WOODSTOCK CORP163,711$15.8M1.37%-13213F-HRTimeline
BOKF, NAin group BOKF, NA163,538$15.8M0.24%-4,01913F-HRTimelineGroup
Bristlecone Advisors, LLC163,187$15.8M1.32%+16513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC161,799$15.6M1.22%+57113F-HRTimeline
LJI Wealth Management, LLC160,079$15.5M2.7%-3,99013F-HRTimeline
Ashton Thomas Private Wealth, LLC158,536$15.3M0.4%+59,72613F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC157,437$15.2M0.48%-5,68813F-HRTimelineGroup
Fox Financial, Inc157,434$15.2M12.09%-9113F-HRTimeline
Ullmann Wealth Partners Group, LLC155,874$15M1.64%+18,68813F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC152,364$14.7M0.01%+23,31513F-HRTimelineGroup
Bricktown Capital, LLC152,264$14.7M2.42%013F-HRTimeline
Verdence Capital Advisors LLC150,204$14.7M0.84%+29,06813F-HRTimeline
VestGen Advisors, LLC149,690$14.5M0.48%+8,72013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC147,155$14.2M0.18%-65513F-HRTimeline
Private Wealth Asset Management, LLC140,225$13.5M1.6%-5,52513F-HRTimeline
GGM Financial LLC137,704$13.3M6.7%+5,87213F-HRTimeline
BLAIR WILLIAM & CO/IL137,224$13.2M0.04%+19313F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…136,197$13.1M1.11%-50513F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/133,866$12.9M0.22%-2,09413F-HRTimeline
Members Advisory Group LLC133,486$12.9M4.56%-28,36913F-HRTimeline
Washington Trust Bank132,875$12.8M0.94%-1,50013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MONETA GROUP INVESTMENT ADVISORS LLC132,523$12.8M0.1%+5,65013F-HRTimeline
Strategic Financial Partners, Ltd.130,994$12.6M5.79%+32,83313F-HRTimeline
Three Bridge Wealth Advisors, LLC130,562$12.6M3.25%+2,15013F-HRTimeline
Argent Trust Co130,476$12.6M0.45%-89213F-HRTimeline
BAILARD, INC.129,876$12.5M0.27%-1,53613F-HRTimeline
STEPH & CO129,870$12.5M3.83%+98813F-HRTimeline
Atlas Legacy Advisors, LLC128,495$12.4M2.4%-7,58713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC127,630$12.3M0.02%+51,56513F-HRTimelineGroup
Perigon Wealth Management, LLC124,412$12M0.25%+18,29213F-HRTimeline
Taylor & Morgan Wealth Management, LLC117,714$11.4M6.98%+1,95013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC117,160$11.3M0.4%+12,37313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC116,628$11.3M0.14%+83313F-HRTimeline
Valeo Financial Advisors, LLC116,226$11.2M0.26%+31,83913F-HRTimeline
Heck Capital Advisors, LLC114,600$11.1M0.86%+8213F-HRTimeline
PROFFITT & GOODSON INC113,724$11M1.57%-1,56713F-HRTimeline
Pinnacle Financial Partners Inc111,015$10.7M0.26%+2,63613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding108,399$10.5M-97Timeline
BRIGHTON JONES LLC108,360$10.5M0.25%+13513F-HRTimeline
FIRST HORIZON CORP108,037$10.4M0.49%13F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC104,456$10.1M9.47%+2,95713F-HRTimeline
Stonegate Investment Group, LLC103,348$9.98M0.23%013F-HRTimeline
Campion Asset Management102,593$9.91M7.03%-2,76713F-HRTimeline
Glenmede Investment Management, LP101,828$9.83M0.05%+14,62613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.100,628$9.72M0.93%+2,44613F-HRTimeline
First National Trust Co100,411$9.69M0.33%-30,64813F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…98,478$9.51M0.99%-62013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC98,124$9.47M0.99%+2,26013F-HRTimeline
Plan Group Financial, LLC98,111$9.47M2.54%-9,71313F-HRTimeline
Mullaney, Keating & Wright, Inc.96,495$9.32M5.17%+4,17013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.94,442$9.12M0.4%-1,60713F-HRTimelineGroup
SAWGRASS ASSET MANAGEMENT LLC94,358$9.11M1.13%-13613F-HRTimeline
TRUST POINT INC.94,319$9.11M0.74%-2,03713F-HRTimeline
Goldstone Financial Group, LLC93,542$9.03M1.07%+2,55813F-HRTimeline
Full Sail Capital, LLC92,219$8.9M0.49%-3,76913F-HRTimeline
Tanglewood Legacy Advisors, LLC90,260$8.71M3.37%+3,44013F-HRTimeline
Haverford Trust Co88,840$8.58M0.08%-1,76513F-HRTimeline
Hoxton Planning & Management, LLC88,266$8.52M2.74%-3,70313F-HRTimeline
SIMON QUICK ADVISORS, LLC87,818$8.48M0.38%-1,29313F-HRTimeline
WEST BANCORPORATION INC87,575$8.46M4.7%-10,60813F-HRTimeline
IEQ CAPITAL, LLC86,557$8.36M0.03%-9013F-HRTimeline
NewEdge Wealth, LLC87,380$8.32M0.12%+2,55413F-HRTimeline
Paragon Private Wealth Management, LLC85,116$8.22M2.69%+3,78913F-HRTimeline
Independence Bank of Kentucky84,739$8.18M1.05%-1,55913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC84,667$8.18M0.06%+5,17713F-HRTimelineGroup
Fulton Bank, N.A.83,488$8.06M0.28%+97213F-HRTimeline
RWA WEALTH PARTNERS, LLC83,138$8.03M0.09%+5513F-HRTimeline