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Disclosery

IWR ISHARES TR

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SHS (fund)

1,506 managers (1,527 13F filers) reported a position in IWR shares at 2026-03-31, 419,699,862 shares in all. 81 filers opened a position and 78 filers sold out during the quarter.

Managers
1,506
13F filers
1,527
New
81
Added
464
Reduced
540
Sold out
78
Shares held by filers
419,699,862

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLLP92,963,542$8.87B4.26%+14,042,68713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/65,876,235$6.41B0.47%-693,39513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN42,826,207$4.16B0.83%+1,140,11913F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\12,921,085$1.26B1.52%-7,88613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,333,478$1.2B0.69%-164,22913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY10,986,837$1.07B0.06%+189,06813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,727,281$1.04B0.19%-52,15913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,185,510$990M0.13%-146,08113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,969,908$872M1.36%+288,43913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,874,760$766M0.15%-37,15013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding7,621,521$741M+1,569,755Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,910,983$655M0.04%+171,63313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,628,201$450M-295,777Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,177,265$406M0.55%-3,08113F-HRTimelineGroup
FMR LLCin group FMR LLC4,088,657$398M0.02%+32,18113F-HRTimelineGroup
AMG National Trust Bank3,889,097$378M8.21%+77,47613F-HRTimeline
LPL Financial LLC3,755,593$365M0.1%+235,52713F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,149,904$306M0.41%13F-HRTimelineGroup
TIAAgroup of 4 filers holding3,143,700$306M-76,796Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,016,398$293M0.07%+192,10913F-HR/ATimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers2,915,275$283M0.39%+953,27713F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC2,907,847$283M2.29%+90,40513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding2,834,200$276M+522,848Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,800,579$272M0.08%-120,75513F-HRTimelineGroup
Cetera Investment Advisers2,133,527$207M0.22%-122,90913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,966,876$191M0.08%+419,56713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,966,484$191M0.03%+24,50513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,904,995$185M0.74%-3,86013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,748,719$170M0.2%-26,59513F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,567,151$152M0.56%-2,61013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK1,477,948$144M0.7%-5,97113F-HRTimelineGroup
Glenview Trust Co1,350,641$131M2.06%+44,17813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …1,253,521$122M0.93%+4,36313F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,215,916$118M6.26%+30,41913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,197,713$116M0.07%+18,10913F-HRTimelineGroup
Mesirow Financial Investment Management…1,126,058$109M1.77%+820,59413F-HRTimeline
Waverly Advisors, LLC1,098,953$107M0.8%+165,52413F-HRTimeline
First Western Trust Bank1,040,186$101M5.11%-29,09213F-HRTimeline
ALERUS FINANCIAL NA979,450$95.2M4.71%+16,82513F-HRTimeline
UMB Bank, n.a.964,881$93.8M1.31%-98113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GERMAN AMERICAN BANCORP, INC.961,460$93.5M8.04%+2,47713F-HRTimeline
Creative Planningin group Creative Planning957,225$93.1M0.06%+17,66013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…949,587$92.3M0.16%+24,01213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC917,285$89.2M0.35%+31,93413F-HRTimelineGroup
JMG Financial Group, Ltd.916,371$89.1M2.45%+48,21313F-HRTimeline
Janney Montgomery Scott LLC916,341$89.1M0.22%-130,22713F-HRTimeline
WASHINGTON TRUST Co911,727$88.6M3%-3,05913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC898,470$87.4M0.12%+38,65713F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp866,594$84.3M1.62%-24,62013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC863,947$84M0.12%-45,16813F-HRTimeline
ALBION FINANCIAL GROUP /UT857,371$83.4M5.38%+3,89813F-HRTimeline
Clearstead Advisors, LLC768,730$74.7M0.68%+3,71913F-HRTimeline
Millburn Ridgefield LLC /DE/768,475$74.7M1.61%+83,33513F-HRTimeline
Catalyst Capital Advisors LLC768,475$74.7M1.39%+83,33513F-HRTimeline
FACTORY MUTUAL INSURANCE CO758,700$73.8M0.83%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.745,064$72.5M0.11%+56,52113F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…725,457$70.5M0.21%+117,04813F-HRTimeline
NorthRock Partners, LLC707,769$68.8M1.11%-11,15313F-HRTimeline
International City Management Associati…702,067$68.3M34.97%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC689,676$67.1M1.34%+5,41513F-HRTimeline
Franklin Resourcesgroup of 2 filers holding665,830$64.7M-4,243Timeline
Citizens Business Bank650,511$63.2M10.36%-4,12713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…554,428$54.5M0.12%-304,18713F-HRTimeline
Steward Partners Investment Advisory, L…554,250$53.9M0.27%+25,37713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS553,804$53.8M2.17%+35,79113F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO553,628$53.8M1.67%+36,10413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding522,582$50.9M+7,500Timeline
Cambridge Investment Research Advisors,…519,587$50.5M0.13%+42,88913F-HRTimeline
HighTower Advisors, LLC507,219$49.3M0.05%-15,17413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP488,467$46.8M0.07%-90,93313F-HRTimelineGroup
River Wealth Advisors LLC450,160$43.8M5.03%+19,97113F-HRTimeline
Composition Wealth, LLC441,120$42.9M0.59%-46,67013F-HRTimeline
MAI Capital Management439,030$42.7M0.24%-80313F-HRTimeline
Stegner Investment Associates Inc.420,379$40.9M22.39%-22,58313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…419,131$40.8M0.51%-6,02113F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp415,457$40.4M0.13%-7,63813F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB410,635$39.9M0.95%+63,13213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding402,625$39.1M+69,480Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC373,719$36.3M0.06%+2,75413F-HRTimelineGroup
Legacy Edge Advisors, LLC369,247$35.9M3.77%+38,25013F-HRTimeline
Consolidated Investment Group LLC362,100$35.2M3.82%+38,96013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS356,993$34.7M0.06%-2,80713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.347,973$33.8M<0.01%-48,26613F-HRTimelineGroup
Gilbert & Cook, Inc.345,099$33.6M4.33%-7,48913F-HRTimeline
Coastline Trust Co339,497$33M3.27%-5,74113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AE Wealth Management LLC331,521$32.2M0.17%+23,16313F-HRTimeline
D.A. DAVIDSON & CO.320,907$31.2M0.19%-2,91013F-HRTimeline
Dakota Wealth Management320,317$31.1M0.67%-50,66413F-HR/ATimeline
Beacon Pointe Advisors, LLC318,067$30.9M0.16%+52,79313F-HRTimeline
MCF Advisors LLC317,294$30.9M1.35%+307,86713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP316,754$30.8M0.2%+17,28513F-HRTimelineGroup
Robertson Stephens Wealth Management, L…315,590$30.7M0.86%+124,17413F-HRTimeline
MML INVESTORS SERVICES, LLC303,485$29.5M0.08%-20,14213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV299,825$29.2M0.04%-18,76013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP299,760$29.1M0.03%-18,64013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.285,056$27.7M0.42%+19,38213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COLDSTREAM CAPITAL MANAGEMENT INC282,524$27.5M0.34%-4313F-HRTimeline
CCG WEALTH MANAGEMENT, LLC281,775$27.4M7.43%+44,32313F-HRTimeline
INTRUST BANK NA272,742$26.5M2.16%new13F-HRTimeline
DT Investment Partners, LLC268,887$26.1M2.18%+22,20313F-HRTimeline
NewEdge Advisors, LLC260,616$25.3M0.09%-38,70213F-HR/ATimeline
SIGMA INVESTMENT COUNSELORS INC260,044$25.3M1.34%-6,91013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding250,897$24.4M-257,258Timeline
VestGen Advisors, LLC228,901$24M0.67%+195,23313F-HRTimeline
Valeo Financial Advisors, LLC246,781$24M0.57%+37,28913F-HRTimeline
Sanctuary Advisors, LLC246,336$24M0.13%-2,48113F-HRTimeline
Texas Capital Bank Wealth Management Se…242,622$23.6M1.4%-15,96313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding242,108$23.5M-5,837Timeline
Cresset Asset Management, LLC241,260$23.5M0.1%-6,69613F-HRTimeline
XML Financial, LLC237,554$23.1M1.86%-6,77113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…235,136$22.8M0.04%+7,21113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…230,568$22.4M0.24%+10,06313F-HRTimelineGroup
Focus Financial Network, Inc.221,855$21.6M0.77%-3,51413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC201,571$21M0.27%-2,38713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC211,289$20.9M0.43%+8,58913F-HRTimeline
AMARILLO NATIONAL BANK214,284$20.8M3.68%-7,87113F-HRTimeline
Legacy Advisors, LLC212,098$20.6M2.43%+1,19613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC210,148$20.4M0.28%+1,25213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS205,951$20M0.01%-222,55613F-HRTimelineGroup
Wealthspire Advisors, LLC200,994$19.5M0.15%-2,09513F-HRTimeline
Performa Ltd (US), LLC198,901$19.3M4.38%+198,90013F-HRTimeline
LJI Wealth Management, LLC194,469$18.9M3.02%+13,20313F-HRTimeline
Independent Advisor Alliance192,850$18.8M0.2%+185,44313F-HRTimeline
Ullmann Wealth Partners Group, LLC191,685$18.6M1.93%+9,44613F-HRTimeline
Miller Investment Management, LP188,278$18.3M1.82%-6,28713F-HRTimeline
&PARTNERS184,368$18M0.09%-24,83213F-HRTimeline
WHITTIER TRUST CO182,218$18M0.2%-1,33113F-HRTimeline
PFW Advisors LLC181,368$17.6M5.55%-1,06613F-HRTimeline
CWM, LLCin group CWM, LLC177,262$17.2M0.05%-60,19013F-HRTimelineGroup
UNIQUE WEALTH, LLC174,205$16.9M2.34%+7,20513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC172,130$16.7M1.19%-1,48013F-HRTimeline
BOKF, NAin group BOKF, NA171,785$16.7M0.26%-98,49113F-HRTimelineGroup
Avidian Wealth Enterprises, LLC170,441$16.6M0.53%+1,90113F-HRTimeline
PATTON FUND MANAGEMENT, INC.169,425$16.5M2.8%+3,32313F-HRTimeline
ALLIANCEBERNSTEIN L.P.170,845$16.4M0.01%+1,12513F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC168,118$16.3M0.37%-22,30213F-HRTimelineGroup
SONATA CAPITAL GROUP INC167,673$16.3M6.01%-10,40513F-HRTimeline
BLAIR WILLIAM & CO/IL166,306$16.2M0.05%+19,63813F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA165,377$16.1M0.03%-1313F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO164,985$16M0.34%-9,28313F-HRTimeline
CULBERTSON A N & CO INC164,662$16M2.08%-3,27613F-HRTimeline
Verdence Capital Advisors LLC164,548$16M0.93%-16,38013F-HRTimeline
Private Advisor Group, LLC164,535$16M0.08%-4,39413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT162,321$15.8M0.25%-1,01413F-HR/ATimeline
Argent Trust Co162,114$15.8M0.53%+20,35613F-HRTimeline
COUNTRY TRUST BANK160,227$15.6M0.3%-11,03413F-HRTimeline
WOODSTOCK CORP159,885$15.5M1.38%-3,44913F-HRTimeline
Ashton Thomas Private Wealth, LLC158,126$15.4M0.36%-1,23413F-HRTimeline
Fox Financial, Inc157,962$15.4M12.53%+1,40513F-HRTimeline
Bricktown Capital, LLC152,264$14.8M2.91%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP151,806$14.8M1.18%+35,53013F-HRTimelineGroup
LIFE LINE WEALTH MANAGEMENT LLC148,081$14.4M6.43%+116,03013F-HRTimeline
Three Bridge Wealth Advisors, LLC147,446$14.3M3.94%+11,12813F-HRTimeline
Atlas Legacy Advisors, LLC147,016$14.3M2.61%+3,34913F-HRTimeline
GGM Financial LLC142,648$13.9M6.38%+4,33013F-HRTimeline
Private Wealth Asset Management, LLC140,647$13.7M1.46%-42513F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…136,611$13.3M1.26%-1,03613F-HRTimelineGroup
Washington Trust Bank133,741$13M0.96%-66413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Perigon Wealth Management, LLC133,154$12.9M0.24%-1,75113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC132,847$12.9M0.02%-7,15913F-HRTimelineGroup
Krane Financial Solutions LLC132,678$12.9M8.77%13F-HRTimeline
OLD NATIONAL BANCORP /IN/132,226$12.9M0.22%+75113F-HRTimeline
Prime Capital Investment Advisors, LLC130,840$12.7M0.15%+21,56513F-HRTimeline
BAILARD, INC.129,272$12.6M0.29%-18813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC127,752$12.4M0.43%+22513F-HRTimelineGroup
Taylor & Morgan Wealth Management, LLC127,738$12.4M7.09%+6,75413F-HRTimeline
Heck Capital Advisors, LLC125,230$12.2M0.9%-35,30913F-HRTimeline
First National Trust Co118,495$11.5M0.39%+3,58813F-HRTimeline
Koss-Olinger Consulting, LLC114,343$11.1M0.93%-39,40513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.113,017$11M1.08%+9,77213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC111,885$10.9M0.08%+2,43313F-HRTimeline
STEPH & CO111,846$10.9M3.1%-19,73413F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC110,846$10.8M8.84%+1,86313F-HRTimeline
BRIGHTON JONES LLC108,462$10.5M0.23%+41213F-HR/ATimeline
PROFFITT & GOODSON INC108,033$10.5M1.62%-4,04213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.108,019$10.5M0.57%+4,92413F-HRTimelineGroup
Summit Trail Advisors, LLC106,888$10.4M0.15%+97,64113F-HRTimeline
WEST BANCORPORATION INC106,076$10.3M5.15%+16,22213F-HRTimeline
FIRST HORIZON CORP106,056$10.3M0.43%-1,71213F-HRTimeline
Meridian Wealth Management, LLC105,634$10.3M0.36%+79,02613F-HRTimeline
Klaas Financial Asset Advisors, LLC104,564$10.2M1.4%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC103,396$10.1M0.01%+9,75613F-HRTimelineGroup
Midwest Trust Co102,419$9.96M0.12%+21,37013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA100,297$9.75M0.05%-70613F-HRTimelineGroup
Versant Capital Management, Inc98,354$9.56M0.94%+94,21013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…97,130$9.44M0.84%-1,16513F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC95,760$9.31M4.1%+16,93013F-HRTimeline
Mullaney, Keating & Wright, Inc.95,746$9.31M5.06%-63213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC93,263$9.07M0.89%-2,59813F-HRTimeline
Hoxton Planning & Management, LLC91,725$8.92M2.68%+58013F-HRTimeline
Tanglewood Legacy Advisors, LLC91,595$8.91M3.22%+53613F-HRTimeline
TRUST POINT INC.90,795$8.83M0.77%-1,96913F-HRTimeline
IEQ CAPITAL, LLC90,273$8.78M0.04%+3,66813F-HRTimeline
NewEdge Wealth, LLC89,374$8.69M0.1%+6,15313F-HRTimeline
Independence Bank of Kentucky89,296$8.68M1.1%+1,61913F-HRTimeline
Rossmore Private Capital89,126$8.67M0.76%-49813F-HRTimeline
Haverford Trust Co87,043$8.46M0.08%-2,27113F-HRTimeline
Plan Group Financial, LLC86,893$8.45M1.98%-4,33413F-HRTimeline
Summit Financial, LLC86,838$8.44M0.11%+15,97613F-HRTimeline
Paragon Private Wealth Management, LLC86,799$8.44M2.64%+2,48813F-HRTimeline