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IWC ISHARES TR

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ETF (fund)

227 managers (228 13F filers) reported a position in IWC shares at 2025-09-30, 3,865,681 shares in all. 38 filers opened a position and 15 filers sold out during the quarter.

Managers
227
13F filers
228
New
38
Added
51
Reduced
68
Sold out
15
Shares held by filers
3,865,681

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
NewEdge Advisors, LLC150$22.4K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC143$21.3K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp142$21.2K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…108$16.1K<0.01%-2513F-HRTimelineGroup
Frazier Financial Advisors, LLC99$14.7K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.89$13.3K<0.01%013F-HRTimeline
Sound Income Strategies, LLC86$13.2K<0.01%013F-HRTimeline
Clearstead Advisors, LLC79$11.8K<0.01%013F-HRTimeline
Pacific Center for Financial Services79$11.8K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC76$11.3K<0.01%+3413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC65$9.88K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC55$8.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC49$7.3K<0.01%+213F-HRTimelineGroup
Tradewinds Capital Management, LLC42$6.2K<0.01%-2113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC40$5.96K<0.01%-3013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC35$5.22K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…30$4.47K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc17$2.54K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.17$2.53K<0.01%013F-HRTimeline
Annandale Capital, LLC471$2.21K0.04%-1,12913F-HRTimeline
Winch Advisory Services, LLC14$2.09K<0.01%013F-HRTimeline
Avion Wealth20$2K<0.01%013F-HRTimeline
Perkins Coie Trust Co5$745<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3$447<0.01%013F-HRTimelineGroup
CVA Family Office, LLC2$298<0.01%013F-HRTimeline
New Millennium Group LLC2$298<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.1$150<0.01%013F-HRTimeline