IWC ISHARES TR
FollowETF (fund)
209 managers (211 13F filers) reported a position in IWC shares at 2025-03-31, 3,702,361 shares in all. 17 filers opened a position and 43 filers sold out during the quarter.
- Managers
- 209
- 13F filers
- 211
- New
- 17
- Added
- 55
- Reduced
- 70
- Sold out
- 43
- Shares held by filers
- 3,702,361
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 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Winch Advisory Services, LLC | 14 | $1.55K | <0.01% | 0 | 13F-HRTimeline |
| SOA Wealth Advisors, LLC. | 11 | $1.22K | <0.01% | -6 | 13F-HRTimeline |
| LANARK FINANCIAL, INC. | 17 | $1K | <0.01% | new | 13F-HRTimeline |
| GPS Wealth Strategies Group, LLC | 7 | $785 | <0.01% | 0 | 13F-HRTimeline |
| FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS… | 7 | $776 | <0.01% | new | 13F-HRTimelineGroup |
| CVA Family Office, LLC | 2 | $222 | <0.01% | 0 | 13F-HRTimeline |
| Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T… | 3 | $213 | <0.01% | -2 | 13F-HRTimelineGroup |
| TD Waterhouse Canada Inc. | 1 | $111 | <0.01% | 0 | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |