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Disclosery

IWC ISHARES TR

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ETF (fund)

238 managers (240 13F filers) reported a position in IWC shares at 2024-12-31, 3,996,090 shares in all. 20 filers opened a position and 17 filers sold out during the quarter.

Managers
238
13F filers
240
New
20
Added
67
Reduced
64
Sold out
17
Shares held by filers
3,996,090

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CI INVESTMENTS INC.in group CI INVESTMENTS INC.200$26K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.194$25.3K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.191$24.9K0.02%13F-HRTimeline
Qube Research & Technologies Ltd186$24.3K<0.01%-8613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC172$22K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT168$21.9K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC168$21.9K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC153$20K0.02%013F-HRTimeline
Coastline Trust Co150$19.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BARTLETT & CO. WEALTH MANAGEMENT LLC143$18.6K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC114$14.9K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.110$14.3K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.89$11.6K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB85$11.1K<0.01%013F-HRTimeline
Atala Financial Inc85$11.1K0.01%13F-HRTimeline
Clearstead Advisors, LLC79$10.3K<0.01%013F-HRTimeline
Pacific Center for Financial Services79$10.3K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC73$9.57K0.01%-75113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC70$9.13K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC70$9.13K<0.01%013F-HRTimeline
Transce3nd, LLC65$8.47K<0.01%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC65$8.47K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC35$4.56K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ASSETMARK, INCin group ASSETMARK, INC27$3.52K<0.01%+313F-HRTimelineGroup
Ridgewood Investments LLC26$3.39K<0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC17$2.22K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc17$2.22K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.17$2.22K<0.01%new13F-HR/ATimeline
Avion Wealth20$2K<0.01%013F-HRTimeline
Winch Advisory Services, LLC14$1.82K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust10$1.3K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC7$921<0.01%013F-HRTimeline
Park Square Financial Group, LLC6$782<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$652<0.01%-213F-HRTimelineGroup
CVA Family Office, LLC2$261<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.1$130<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Legacy Financial Group LLC4,765$621Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.