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Disclosery

IWC ISHARES TR

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ETF (fund)

272 managers (273 13F filers) reported a position in IWC shares at 2026-06-30, 4,514,673 shares in all. 33 filers opened a position and 29 filers sold out during the quarter.

Managers
272
13F filers
273
New
33
Added
71
Reduced
81
Sold out
29
Shares held by filers
4,514,673

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
1832 Asset Management L.P.411,765$82.4M0.1%-35,16113F-HRTimeline
WHITTIER TRUST CO347,840$69.1M0.68%+23,90313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC312,964$62.6M0.01%-6,04513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/260,405$52.1M<0.01%+25,21713F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC177,475$34.8M0.65%+12,75413F-HRTimeline
Empirical Financial Services, LLC d.b.a…140,737$28.2M0.41%+7313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN137,513$27.5M<0.01%+16,03613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY132,390$26.5M<0.01%+9,18113F-HRTimelineGroup
Cetera Investment Advisers106,545$21.3M0.02%-1,67413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/105,227$21M0.01%-5,86113F-HRTimelineGroup
Chicago Partners Investment Group LLC99,464$18.8M0.38%-14613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC82,329$16.5M0.72%-2,65613F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…76,400$15.3M<0.01%+10013F-HRTimelineGroup
Merit Financial Group, LLC73,262$14.7M0.09%+30,19113F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP68,944$13.8M0.02%-103,08113F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC63,990$12.8M0.02%+63,92513F-HRTimelineGroup
TABR Capital Management, LLC59,092$11.8M10.07%+34,63413F-HRTimeline
SACHEM HILL LLC58,503$11.7M2.08%-1,94513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC57,960$11.6M<0.01%+1,25313F-HRTimelineGroup
LPL Financial LLC57,769$11.6M<0.01%-49,25113F-HRTimeline
SENTINEL TRUST CO LBA54,480$10.9M0.97%-13,62613F-HRTimeline
Creative Planningin group Creative Planning53,032$10.6M0.01%-6013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC51,702$10.3M0.06%+2,28313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding50,096$10M-40Timeline
Baker Avenue Asset Management, LP49,177$9.84M0.19%+1,13613F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.47,956$9.59M1.25%-3,33813F-HRTimeline
SMITH, MOORE & CO.47,010$9.4M0.61%-57013F-HRTimeline
Frank, Rimerman Advisors LLC47,005$9.4M0.53%-16313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,591$8.92M<0.01%+2,55313F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co39,139$7.83M0.18%-2,68113F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC38,621$7.73M1.74%-30113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO38,140$7.57M<0.01%-74213F-HRTimelineGroup
Michelson Medical Research Foundation, …35,385$7.08M6.54%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC33,968$6.79M0.05%+7,49913F-HRTimeline
Finley Financial, LLC32,170$6.44M2.59%-8013F-HRTimeline
FIL Ltdin group FIL Ltd31,271$6.26M<0.01%013F-HRTimelineGroup
Piedmont Capital Management, LLC30,801$6.18M3.12%+6,91313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,357$6.07M0.01%-14,82413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,251$5.45M<0.01%-8,81813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,558$4.91M<0.01%-8,10813F-HRTimelineGroup
Regal Investment Advisors LLC21,112$4.22M0.22%-55213F-HRTimeline
Noble Family Wealth, LLC20,998$4.2M0.75%013F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC20,675$4.14M0.07%+16,13813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,630$4.13M<0.01%+1,05813F-HRTimelineGroup
Institute for Wealth Management, LLC.20,048$4.01M0.35%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,938$3.79M0.04%-10013F-HRTimelineGroup
CAMELOT TECHNOLOGY ADVISORS, INC.18,894$3.78M2.58%+12413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,632$3.63M<0.01%+5,92813F-HRTimelineGroup
Texas Yale Capital Corp.18,117$3.62M0.08%+21813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,041$3.61M0.02%-17713F-HRTimeline
WEBER CAPITAL MANAGEMENT LLC /ADV17,983$3.6M3.06%013F-HRTimeline
Kendall Capital Management17,252$3.45M0.57%-15413F-HRTimeline
Evanson Financial, LLC14,272$2.85M0.14%13F-HRTimeline
Indiana Trust & Investment Management Co13,830$2.77M0.76%013F-HRTimeline
NewEdge Advisors, LLC13,239$2.65M0.01%+53613F-HRTimeline
HighTower Advisors, LLC12,981$2.6M<0.01%-4,77613F-HRTimeline
M1 Capital Management LLC12,909$2.58M0.95%-1,64713F-HRTimeline
Genesis Financial Group, LLC12,050$2.41M1.57%+75013F-HRTimeline
EMC Capital Management11,741$2.35M0.93%13F-HRTimeline
Endowment Wealth Management, Inc.11,587$2.32M0.9%+52613F-HRTimeline
Rockbridge Investment Management, LCC11,547$2.31M0.19%-1,12213F-HRTimeline
Cambridge Investment Research Advisors,…11,450$2.29M0.01%-16,97113F-HR/ATimeline
CONNORS INVESTOR SERVICES INC10,780$2.16M0.19%+2,80513F-HRTimeline
GHP Investment Advisors, Inc.10,704$2.14M0.08%-23013F-HRTimeline
Woodward Financial Advisors, Inc.10,336$2.07M0.69%-29713F-HRTimeline
CERTUITY, LLC10,039$2.01M0.1%+1313F-HRTimeline
Level Financial Advisors9,769$1.95M0.44%-16313F-HRTimeline
Beacon Pointe Advisors, LLC9,685$1.94M0.01%-3,07113F-HRTimeline
Forefront Wealth Partners, LLC9,583$1.92M0.59%+4,81413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.9,403$1.88M0.19%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding9,212$1.84M-1,998Timeline
Robinson Value Management, Ltd.9,201$1.84M0.99%-6413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,092$1.82M0.01%+12713F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC8,910$1.78M0.17%-713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,295$1.66M<0.01%+2713F-HRTimelineGroup
LVZ, Inc.7,694$1.54M0.16%new13F-HRTimeline
Physician Wealth Advisors, Inc.7,623$1.52M0.18%-12013F-HRTimeline
Quantinno Capital Management LP7,454$1.49M<0.01%+3213F-HRTimeline
Allworth Financial LP7,391$1.48M0.01%+2,71413F-HRTimeline
Foundations Investment Advisors, LLC6,952$1.39M0.01%-5,26913F-HRTimeline
Mariner, LLCin group Mariner, LLC6,804$1.36M<0.01%-14913F-HRTimelineGroup
Modera Wealth Management, LLC6,311$1.26M0.01%-20213F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…6,301$1.26M0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,073$1.21M<0.01%-10,97313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,956$1.19M<0.01%+6913F-HRTimelineGroup
Simplicity Wealth,LLC5,776$1.16M0.04%+10713F-HRTimeline
Integrated Wealth Concepts LLC5,757$1.15M0.01%+2,98513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,673$1.13M<0.01%+23713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.5,545$1.11M0.34%+1113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,484$1.1M<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC5,349$1.07M<0.01%+99213F-HRTimelineGroup
BASSO CAPITAL MANAGEMENT, L.P.5,347$1.07M0.26%+3,97213F-HRTimeline
NVWM, LLC5,300$1.06M0.21%+3,91113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV5,262$1.05M0.12%+19113F-HRTimeline
WESCAP Management Group, Inc.5,234$1.05M0.2%013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC5,222$1.04M0.24%-5713F-HRTimeline
Discipline Wealth Solutions, LLC5,197$1.04M0.09%-8613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.4,993$999K0.09%013F-HRTimeline
MML INVESTORS SERVICES, LLC4,792$959K<0.01%+1,72313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,874$953K<0.01%-2413F-HRTimeline
Capital Investment Advisors, LLC4,700$940K0.01%-6413F-HRTimeline
Acropolis Investment Management, LLC4,485$897K0.04%013F-HR/ATimeline
Ellis Investment Partners, LLC4,480$896K0.14%-49313F-HRTimeline
Legacy Financial Group LLC4,130$826K0.09%-13113F-HRTimeline
Brand Asset Management Group, Inc.4,116$823K0.18%013F-HRTimeline
Haven Private, LLC4,072$815K0.31%-2,00013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd4,054$811K0.01%new13F-HRTimelineGroup
SFI Advisors, LLC3,885$777K0.67%-8613F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.3,815$763K0.54%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,806$761K<0.01%-12313F-HR/ATimeline
Urban Financial Advisory Corp3,803$761K0.21%+35513F-HRTimeline
Peoples Bank/KS3,750$750K0.73%-25013F-HRTimeline
XML Financial, LLC3,748$750K0.05%+1,91013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,388$678K0.03%+113F-HRTimeline
Farther Finance Advisors, LLC3,386$677K0.01%+1,18113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,377$676K<0.01%013F-HRTimelineGroup
DOLIVER ADVISORS, LP3,210$642K0.15%+1,20113F-HRTimeline
NTV Asset Management LLC3,160$632K0.06%013F-HRTimeline
Next Capital Management LLC3,123$625K0.17%013F-HRTimeline
BAILARD, INC.3,121$624K0.01%013F-HRTimeline
SAGE RHINO CAPITAL LLC3,086$617K0.1%+1113F-HRTimeline
Focus Financial Network, Inc.3,075$615K0.02%+4413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,003$601K0.01%013F-HRTimelineGroup
First Western Trust Bank2,947$590K0.03%013F-HRTimeline
Archer Investment Management, LLC2,946$589K0.2%-4913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,935$587K0.03%new13F-HRTimeline
Mullaney, Keating & Wright, Inc.2,904$581K0.28%+19813F-HRTimeline
Tortoise Investment Management, LLC2,859$572K0.04%-11013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC2,837$567K0.17%013F-HRTimeline
Legacy Advisors, LLC2,667$534K0.05%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,620$524K0.04%-15313F-HRTimeline
Sanctuary Advisors, LLC2,505$501K<0.01%+50513F-HRTimeline
GARRISON POINT ADVISORS, LLC2,500$500K0.2%013F-HRTimeline
Beaird Harris Wealth Management, LLC2,428$486K0.03%013F-HRTimeline
Crusonia Wealth Advisors LLC2,397$480K0.08%013F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA2,347$469K<0.01%013F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC2,333$467K0.03%013F-HRTimeline
Robertson Stephens Wealth Management, L…2,301$460K0.01%+4613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,291$458K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,242$449K<0.01%+3913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,109$422K0.01%013F-HRTimelineGroup
Compass Ion Advisors, LLC2,070$414K0.04%-413F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,050$410K0.1%013F-HRTimeline
Janney Montgomery Scott LLC2,026$405K<0.01%-2013F-HRTimeline
Biltmore Family Office, LLC2,011$402K0.05%-1,38813F-HRTimeline
Global Retirement Partners, LLC1,970$394K0.01%13F-HRTimeline
Aspen Grove Capital, LLC1,959$392K0.06%013F-HRTimeline
NORDEN GROUP LLC1,927$386K0.03%-36,70013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,915$383K<0.01%-13513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC1,898$380K<0.01%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,872$374K<0.01%-21913F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC1,865$373K0.11%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,835$367K<0.01%+1,55113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,801$360K<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC1,792$358K0.01%+48413F-HRTimeline
Comprehensive Money Management Services…1,775$355K0.22%013F-HRTimeline
Joel Isaacson & Co., LLC1,772$355K0.01%-15713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,737$348K<0.01%-2913F-HRTimelineGroup
Wilson & Boucher Capital Management, LLC1,725$345K0.2%013F-HRTimeline
Crescent Grove Advisors, LLC1,716$343K0.03%013F-HRTimeline
Wealthspire Advisors, LLC1,675$335K<0.01%+3113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,666$333K<0.01%+2113F-HRTimelineGroup
World Investment Advisors2,075$331K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,632$326K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,620$324K<0.01%+81713F-HRTimelineGroup
Tilson Financial Group, Inc.1,595$319K0.09%-27813F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.1,537$307K<0.01%013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC1,513$303K0.01%013F-HRTimeline
Gradient Capital Advisors, LLC1,510$302K0.07%013F-HRTimeline
Portland Global Advisors LLC1,470$294K0.03%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC1,450$290K0.01%013F-HRTimeline
IHT Wealth Management, LLC1,446$289K0.01%-11113F-HRTimeline
Silver Grove Financial Group, Inc.1,437$287K0.16%new13F-HRTimeline
Summit Financial, LLC1,384$277K<0.01%+213F-HRTimeline
William Allan Corp1,377$275K0.13%+113F-HRTimeline
FIRST HORIZON CORP1,345$269K0.01%-25013F-HRTimeline
CoreCap Advisors, LLC1,313$263K0.01%-24213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,307$261K<0.01%013F-HRTimelineGroup
American Money Management, LLC1,300$260K0.04%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,293$259K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp1,283$257K0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,262$253K<0.01%+413F-HRTimeline
Ballentine Capital Advisors, Inc1,262$253K0.1%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,248$250K<0.01%-12013F-HRTimelineGroup
Private Advisor Group, LLC1,234$247K<0.01%new13F-HRTimeline
TCV Trust & Wealth Management, Inc.1,232$246K0.02%new13F-HRTimeline
Cascade Financial Partners, LLC1,198$240K0.02%new13F-HRTimeline
Tassel Capital Management, Inc.1,196$239K0.11%new13F-HRTimeline
Berkeley, Inc1,186$237K0.07%-6813F-HRTimeline
Annandale Capital, LLC1,186$237K0.04%+71513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,179$236K<0.01%new13F-HRTimelineGroup
Claro Advisors Inc.1,173$235K0.02%new13F-HRTimeline
Index Fund Advisors, Inc.1,157$231K0.01%new13F-HRTimeline
DIVERSIFIED TRUST CO1,121$224K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC1,100$220K0.18%-6213F-HR/ATimeline
Arkadios Wealth Advisors1,089$218K<0.01%-24313F-HRTimeline
Powerhouse Assets LLC1,072$215K0.17%new13F-HRTimeline
Blueshift Asset Management, LLC1,068$214K0.05%new13F-HRTimeline
Koshinski Asset Management, Inc.1,058$212K0.01%new13F-HRTimeline
JMG Financial Group, Ltd.1,050$210K0.01%new13F-HRTimeline