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Disclosery

IWR ISHARES TR

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SHS (fund)

1,510 managers (1,528 13F filers) reported a position in IWR shares at 2025-12-31, 400,670,070 shares in all. 93 filers opened a position and 65 filers sold out during the quarter.

Managers
1,510
13F filers
1,528
New
93
Added
557
Reduced
417
Sold out
65
Shares held by filers
400,670,070

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLLP78,920,855$7.6B4.63%+3,576,84713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/66,569,630$6.41B0.47%+4,142,46513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN41,686,088$4.01B0.78%+1,438,36913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\12,928,971$1.24B1.46%-710,69513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,497,707$1.2B0.66%-249,77313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY10,797,769$1.04B0.06%+460,08813F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,779,440$1.04B0.18%+756,99413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,331,591$995M0.13%+526,95613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,681,469$836M1.3%+223,02213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,911,910$762M0.13%+905,15713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,739,350$649M0.04%+115,58013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding6,051,766$583M+31,881Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,923,978$474M+573,434Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,180,346$402M0.54%-14,05513F-HRTimelineGroup
FMR LLCin group FMR LLC4,056,476$391M0.02%+9,80313F-HRTimelineGroup
AMG National Trust Bank3,811,621$367M8.65%+13,49113F-HRTimeline
LPL Financial LLC3,520,066$339M0.09%+313,19913F-HRTimeline
TIAAgroup of 2 filers holding3,220,496$310M-117,733Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,149,600$303M0.51%+189,00013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,921,334$281M0.09%+130,62313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,824,289$272M0.06%-329,65713F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC2,817,442$271M2.22%+146,14213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding2,311,352$223M-31,030Timeline
Cetera Investment Advisers2,256,436$217M0.24%+81,34613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,961,998$189M0.27%+282,37613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,941,979$187M0.03%-54,41913F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,908,855$184M0.71%-61,26113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,775,314$171M0.2%+42,28013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,569,761$151M0.54%-9,03813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,547,309$149M0.06%+140,85113F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK1,483,919$143M0.79%-14,12613F-HRTimelineGroup
Glenview Trust Co1,306,463$126M1.94%+16,82113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …1,249,158$120M0.91%13F-HR/ATimelineGroup
OAKWORTH CAPITAL, INC.1,185,497$114M6.23%+29,05213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,179,604$114M0.07%+109,65613F-HR/ATimelineGroup
First Western Trust Bank1,069,278$103M5.06%-18,03913F-HRTimeline
Janney Montgomery Scott LLC1,046,568$101M0.23%+11,63913F-HRTimeline
UMB Bank, n.a.965,862$93M1.24%+59,10213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ALERUS FINANCIAL NA962,625$92.7M4.53%+587,91413F-HRTimeline
GERMAN AMERICAN BANCORP, INC.958,983$92.3M7.86%-5,16713F-HRTimeline
Creative Planningin group Creative Planning939,565$90.5M0.06%+11,44413F-HRTimelineGroup
Waverly Advisors, LLC933,429$89.9M0.73%+756,38213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…925,575$89.1M0.16%+247,16613F-HR/ATimelineGroup
WASHINGTON TRUST Co914,786$88.1M2.88%-13,50713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC909,115$87.5M0.12%-127,35313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp891,214$85.8M1.61%+13,68013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…858,615$85.7M0.12%+31,86413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC885,351$85.3M0.34%-33,59213F-HRTimelineGroup
JMG Financial Group, Ltd.868,158$83.6M2.35%-20,96013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC859,813$82.8M0.12%+7,50313F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT853,473$82.2M5.11%-20,65013F-HRTimeline
Clearstead Advisors, LLC765,011$73.6M0.93%-3,37213F-HRTimeline
FACTORY MUTUAL INSURANCE CO758,700$73M0.74%013F-HRTimeline
NorthRock Partners, LLC718,922$69.2M1.17%+185,43213F-HRTimeline
International City Management Associati…702,067$67.6M34.32%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.688,543$66.3M0.1%-68,70013F-HRTimelineGroup
Millburn Ridgefield LLC /DE/685,140$66M1.57%013F-HRTimeline
Catalyst Capital Advisors LLC685,140$66M1.36%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC684,261$65.9M1.21%+22,97113F-HRTimeline
Franklin Resourcesgroup of 2 filers holding670,073$64.5M+22,882Timeline
Citizens Business Bank654,638$63M10.41%+3,06113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…608,409$58.6M0.16%+198,81313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP579,400$55.9M0.08%+204,72213F-HR/ATimelineGroup
COMERICA BANK555,003$53.4M0.21%-1,92413F-HRTimeline
Steward Partners Investment Advisory, L…528,873$50.9M0.28%+42,89613F-HRTimeline
HighTower Advisors, LLC522,393$50.3M0.06%+19813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS518,013$49.9M1.88%+10,61813F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO517,524$49.8M1.52%+7,01313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding515,082$49.6M+31,778Timeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding508,155$48.9M+399,756Timeline
Composition Wealth, LLC487,790$47M0.67%-19,03213F-HRTimeline
Cambridge Investment Research Advisors,…476,698$45.9M0.12%-2,76213F-HRTimeline
Stegner Investment Associates Inc.442,962$42.6M22.66%+40,99413F-HRTimeline
MAI Capital Management439,833$42.3M0.24%+7,83113F-HRTimeline
River Wealth Advisors LLC430,189$41.4M4.64%+18,63013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS428,507$41.3M0.03%-384,93713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…425,152$40.9M0.51%-63413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp423,095$40.7M0.13%-8,11113F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.396,239$38.1M<0.01%+13,24213F-HRTimelineGroup
Dakota Wealth Management370,981$35.7M0.63%-4,34313F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC370,965$35.7M0.05%+35,56513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS359,800$34.6M0.07%-8,78113F-HRTimeline
Gilbert & Cook, Inc.352,588$33.9M4.27%-9,87013F-HRTimeline
Wilmington Savings Fund Society, FSB347,503$33.5M0.79%+10,96913F-HRTimeline
Coastline Trust Co345,238$33.2M3.13%-18,59213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kestra Advisory Services, LLCgroup of 2 filers holding333,145$32.1M-7,154Timeline
Legacy Edge Advisors, LLC330,997$31.9M3.49%+26,57713F-HRTimeline
D.A. DAVIDSON & CO.323,817$31.2M0.19%+4,93213F-HRTimeline
MML INVESTORS SERVICES, LLC323,627$31.2M0.08%+24,16013F-HRTimeline
Consolidated Investment Group LLC323,140$31.1M3.72%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV318,585$30.8M0.05%+2,21813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP318,400$30.7M0.03%+42,87113F-HRTimelineGroup
AE Wealth Management LLC308,358$29.7M0.17%+21,57213F-HRTimeline
Mesirow Financial Investment Management…305,464$29.4M0.6%-242,49913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP299,469$28.8M0.18%-1,71413F-HRTimelineGroup
NewEdge Advisors, LLC299,318$28.8M0.1%+92,14013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC282,567$27.2M0.35%-7,20113F-HRTimeline
BOKF, NAin group BOKF, NA270,276$26M0.4%+106,73813F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC266,954$25.7M1.31%-3,71313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.265,674$25.6M0.38%+16813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beacon Pointe Advisors, LLC265,274$25.5M0.18%+54,59413F-HRTimeline
Texas Capital Bank Wealth Management Se…258,585$24.9M1.44%+28,97413F-HRTimeline
Sanctuary Advisors, LLC248,817$24M0.13%+5,50913F-HRTimeline
Cresset Asset Management, LLC247,956$23.9M0.1%+6,53013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding247,945$23.9M-46,038Timeline
DT Investment Partners, LLC246,684$23.7M1.97%+4,25813F-HRTimeline
XML Financial, LLC244,325$23.5M1.92%-49413F-HRTimeline
CCG WEALTH MANAGEMENT, LLC237,452$22.9M9.8%+9,95013F-HRTimeline
CWM, LLCin group CWM, LLC237,452$22.9M0.06%+25,58513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…227,925$22.1M0.04%-64,87113F-HRTimelineGroup
Focus Financial Network, Inc.225,369$21.7M0.76%-8,63113F-HRTimeline
AMARILLO NATIONAL BANK222,155$21.4M3.76%-35613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…220,505$21.2M0.24%+202,69413F-HRTimelineGroup
&PARTNERS209,200$20.4M0.11%+38,02713F-HRTimeline
Legacy Advisors, LLC210,902$20.3M2.18%-6,00613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC202,700$20.2M0.42%+1813F-HRTimeline
Valeo Financial Advisors, LLC209,492$20.2M0.45%+93,26613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC208,896$20.1M0.26%+61,74113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.208,824$20.1M0.14%+26,90813F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC203,958$19.6M0.26%-1,49613F-HRTimeline
Wealthspire Advisors, LLC203,089$19.6M0.16%-187,12713F-HRTimeline
Miller Investment Management, LP194,565$18.7M1.83%-31,45313F-HRTimeline
Robertson Stephens Wealth Management, L…191,416$18.4M0.52%+24,17613F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC190,420$18.3M0.39%+32,98313F-HRTimelineGroup
WHITTIER TRUST CO183,549$18.3M0.2%-8313F-HRTimeline
PFW Advisors LLC182,434$17.6M5.3%+30113F-HRTimeline
Ullmann Wealth Partners Group, LLC182,239$17.5M1.82%+26,36513F-HRTimeline
LJI Wealth Management, LLC181,266$17.5M2.67%+21,18713F-HRTimeline
Verdence Capital Advisors LLC180,928$17.4M1.03%+30,72413F-HRTimeline
SONATA CAPITAL GROUP INC178,078$17.1M6.19%-6,22513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO174,268$16.8M0.35%+2,32113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC173,610$16.7M1.21%+11,81113F-HRTimeline
COUNTRY TRUST BANK171,261$16.5M0.3%-320,36313F-HRTimeline
ALLIANCEBERNSTEIN L.P.169,720$16.3M0.01%+2,09613F-HRTimeline
Private Advisor Group, LLC168,929$16.3M0.08%-5,56313F-HRTimeline
Avidian Wealth Enterprises, LLC168,540$16.2M0.59%+1,03213F-HRTimeline
CULBERTSON A N & CO INC167,938$16.2M2.22%-1,95013F-HRTimeline
Bucket List Wealth Management, LLC166,998$16.1M9.6%13F-HRTimeline
UNIQUE WEALTH, LLC167,000$16.1M2.24%+1,67713F-HRTimeline
PATTON FUND MANAGEMENT, INC.166,102$16M2.14%+1,70313F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA165,390$15.9M0.02%013F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT163,335$15.7M0.23%-3,42313F-HRTimeline
WOODSTOCK CORP163,334$15.7M1.35%-37713F-HRTimeline
Heck Capital Advisors, LLC160,539$15.5M1.15%+45,93913F-HRTimeline
Ashton Thomas Private Wealth, LLC159,360$15.3M0.37%+82413F-HRTimeline
Fox Financial, Inc156,557$15.1M12.02%-87713F-HRTimeline
Koss-Olinger Consulting, LLC153,748$14.8M1.15%-21,83213F-HRTimeline
Bricktown Capital, LLC152,264$14.7M2.47%013F-HRTimeline
BLAIR WILLIAM & CO/IL146,668$14.1M0.04%+9,44413F-HRTimeline
Atlas Legacy Advisors, LLC143,667$13.8M2.43%+15,17213F-HRTimeline
Argent Trust Co141,758$13.6M0.47%+11,28213F-HRTimeline
Private Wealth Asset Management, LLC141,072$13.6M1.48%+84713F-HRTimeline
DAVENPORT & Co LLC140,153$13.5M0.07%+103,35313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC140,006$13.5M0.02%+12,37613F-HRTimelineGroup
GGM Financial LLC138,318$13.3M6.47%+61413F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…137,647$13.3M1.28%+1,45013F-HRTimelineGroup
Three Bridge Wealth Advisors, LLC136,318$13.1M3.46%+5,75613F-HRTimeline
Perigon Wealth Management, LLC134,905$13M0.23%+10,49313F-HRTimeline
Washington Trust Bank134,405$12.9M0.91%+1,53013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STEPH & CO131,580$12.7M3.65%+1,71013F-HRTimeline
OLD NATIONAL BANCORP /IN/131,475$12.7M0.21%-2,39113F-HRTimeline
ALONGSIDE, LLC131,061$12.6M4.19%13F-HRTimeline
BAILARD, INC.129,460$12.5M0.28%-41613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC127,527$12.3M0.42%+10,36713F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC124,264$12M0.21%new13F-HR/ATimeline
Taylor & Morgan Wealth Management, LLC120,984$11.6M6.53%+3,27013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP116,276$11.2M0.87%+95,72313F-HRTimelineGroup
First National Trust Co114,907$11.1M0.37%+14,49613F-HRTimeline
PROFFITT & GOODSON INC112,075$10.8M1.51%-1,64913F-HRTimeline
EARNEST PARTNERS LLC111,586$10.7M0.05%+96,41713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT110,393$10.6M0.08%+98,70413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC109,452$10.5M0.08%-23,07113F-HRTimeline
Prime Capital Investment Advisors, LLC109,275$10.5M0.13%-7,35313F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC108,983$10.5M9.52%+4,52713F-HRTimeline
BRIGHTON JONES LLC108,050$10.4M0.38%-31013F-HRTimeline
FIRST HORIZON CORP107,768$10.4M0.46%-26913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.103,245$9.94M0.96%+2,61713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.103,095$9.93M0.43%+8,65313F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA101,003$9.72M0.05%13F-HRTimelineGroup
Strategic Financial Partners, Ltd.99,728$9.6M4.16%-31,26613F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…98,295$9.46M0.97%-18313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC96,712$9.31M0.08%+12,04513F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.96,378$9.28M4.9%-11713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC95,861$9.23M0.93%-2,26313F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC94,358$9.08M1.14%013F-HRTimeline
Goldstone Financial Group, LLC94,202$9.07M1.01%+66013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC93,640$9.01M0.01%-58,72413F-HRTimelineGroup
TRUST POINT INC.92,764$8.93M0.71%-1,55513F-HRTimeline
Plan Group Financial, LLC91,227$8.78M2.28%-6,88413F-HRTimeline
Hoxton Planning & Management, LLC91,145$8.77M2.62%+2,87913F-HRTimeline
Tanglewood Legacy Advisors, LLC91,059$8.77M3.29%+79913F-HRTimeline
WEST BANCORPORATION INC89,854$8.65M4.53%+2,27913F-HRTimeline
Rossmore Private Capital89,624$8.63M0.77%+11,46213F-HRTimeline
Haverford Trust Co89,314$8.6M0.08%+47413F-HRTimeline
SIMON QUICK ADVISORS, LLC88,337$8.5M0.37%+51913F-HRTimeline
Independence Bank of Kentucky87,677$8.44M1.05%+2,93813F-HRTimeline
IEQ CAPITAL, LLC86,605$8.34M0.02%+4813F-HRTimeline
Campion Asset Management86,554$8.33M5.78%-16,03913F-HRTimeline
Fulton Bank, N.A.84,862$8.17M0.28%+1,37413F-HRTimeline
Paragon Private Wealth Management, LLC84,311$8.12M2.49%-80513F-HRTimeline