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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, 4,512,508 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
4,512,508

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
One Capital Management, LLC1,299$207K0.01%013F-HRTimeline
BANK OZK1,029$206K0.06%new13F-HRTimeline
Parkwoods Wealth Partners, LLC1,028$206K0.03%new13F-HRTimeline
Meridian Wealth Management, LLC1,012$202K0.01%-1,58813F-HRTimeline
Keebeck Wealth Management1,005$201K0.02%new13F-HRTimeline
SHAKER INVESTMENTS LLC/OH1,002$200K0.07%new13F-HRTimeline
Naviter Wealth, LLC1,000$200K0.02%new13F-HRTimeline
Goldstein Advisors, LLC1,000$200K0.02%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …947$188K<0.01%-413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…891$178K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…842$168K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC825$165K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC756$151K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC730$146K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.704$141K<0.01%-5013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC690$138K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL680$136K<0.01%+32513F-HRTimeline
GODSEY & GIBB, INC676$135K0.01%013F-HRTimeline
Ares Financial Consulting, LLC669$134K0.1%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…658$132K<0.01%-113F-HRTimelineGroup
MATHER GROUP, LLC.639$128K<0.01%013F-HRTimeline
IFP Advisors, Inc619$124K<0.01%-1213F-HRTimeline
Copia Wealth Management569$114K0.07%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources555$111K<0.01%013F-HRTimelineGroup
Arax Advisory Partners517$103K<0.01%+11013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors488$97.6K0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.485$97K0.04%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC406$81.2K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…400$80K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…398$79.6K<0.01%013F-HRTimeline
Asset Dedication, LLC380$76K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.290$58K0.04%013F-HRTimeline
Keating Financial Advisory Services, In…290$58K0.01%-24413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST259$51.8K<0.01%013F-HRTimeline
SIGNATUREFD, LLC254$50.7K<0.01%+113F-HRTimeline
Synergy Investment Management, LLC233$46.6K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…230$46.1K<0.01%+3013F-HRTimeline
AE Wealth Management LLC186$37.2K<0.01%+4013F-HRTimeline
1015 Capital Partners, LLC180$36K0.03%013F-HRTimeline
Clearstead Advisors, LLC170$34K<0.01%+9113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\170$34K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC170$34K<0.01%013F-HRTimeline
TRUST CO OF VERMONT168$33.6K<0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC168$33.6K<0.01%013F-HRTimeline
Dunhill Financial, LLC150$30K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC143$28.6K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…136$27.2K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS106$21.2K<0.01%new13F-HRTimeline
WealthShield Partners, LLC103$20.6K<0.01%-22,97313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…100$20K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…96$19.2K<0.01%-29613F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.89$17.8K0.01%013F-HRTimeline
Pacific Center for Financial Services79$15.8K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC55$11K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC57$11K<0.01%013F-HRTimelineGroup
NORTHSTAR ASSET MANAGEMENT Co50$9.36K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC42$8.38K<0.01%013F-HRTimeline
Larson Financial Group LLC38$7.6K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC35$7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…24$4.86K<0.01%-3,49213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC22$4.4K<0.01%-1,48813F-HRTimeline
Triumph Capital Management20$4.09K<0.01%+113F-HRTimeline
Avion Wealth20$4K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc18$3.53K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc17$3.4K<0.01%013F-HRTimeline
Horizon Investments, LLC17$3.4K<0.01%-1713F-HRTimeline
LANARK FINANCIAL, INC.17$3.4K<0.01%013F-HRTimeline
Winch Advisory Services, LLC14$2.8K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC10$2K<0.01%013F-HRTimeline
Accent Capital Management, LLC6$1.2K<0.01%013F-HRTimeline
CVA Family Office, LLC2$400<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1$200<0.01%013F-HRTimeline