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Disclosery

IWC ISHARES TR

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ETF (fund)

259 managers (260 13F filers) reported a position in IWC shares at 2025-12-31, 4,146,692 shares in all. 43 filers opened a position and 22 filers sold out during the quarter.

Managers
259
13F filers
260
New
43
Added
61
Reduced
72
Sold out
22
Shares held by filers
4,146,692

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Parallel Advisors, LLC825$130K<0.01%013F-HRTimeline
Arax Advisory Partners804$127K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC730$115K<0.01%013F-HRTimeline
GODSEY & GIBB, INC676$107K0.01%013F-HRTimeline
Ares Financial Consulting, LLC667$105K0.1%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…658$104K<0.01%-113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources555$87.5K<0.01%013F-HRTimelineGroup
COMERICA BANK512$80.7K<0.01%+15013F-HRTimeline
AMERIFLEX GROUP, INC.485$76.5K0.04%new13F-HRTimeline
Steward Partners Investment Advisory, L…407$64.2K<0.01%-1,32313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC406$64K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…400$63.1K<0.01%013F-HRTimeline
Asset Dedication, LLC382$60.2K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…367$57.9K<0.01%013F-HRTimeline
Granite Investment Partners, LLC360$56.8K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL355$56K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC300$47K<0.01%013F-HRTimelineGroup
Litman Gregory Wealth Management LLC294$46.4K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.290$45.7K0.04%13F-HRTimeline
HARBOUR INVESTMENTS, INC.284$44.8K<0.01%+9013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST259$40.8K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC250$39.4K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC202$31.9K0.02%+10313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…200$31.5K<0.01%new13F-HRTimeline
1015 Capital Partners, LLC200$31.5K0.03%13F-HRTimeline
SIGNATUREFD, LLC173$27.3K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT168$26.5K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC168$26.5K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…161$25.4K<0.01%013F-HRTimeline
Woodside Wealth Management LLC158$24.8K0.02%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC150$23.7K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC143$22.6K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp142$22.4K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…97$15.3K<0.01%+9413F-HR/ATimelineGroup
Sound Income Strategies, LLC86$14.7K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.89$14K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC81$12.8K<0.01%+513F-HRTimeline
Clearstead Advisors, LLC79$12.5K<0.01%013F-HRTimeline
Pacific Center for Financial Services79$11.8K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC57$9K<0.01%new13F-HR/ATimelineGroup
Richard W. Paul & Associates, LLC55$8.67K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC47$7.41K<0.01%-213F-HRTimelineGroup
Tradewinds Capital Management, LLC42$6.59K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC40$6.31K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…30$4.73K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC20$3.15K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC20$3.15K<0.01%13F-HRTimeline
Triumph Capital Management19$3.05K<0.01%new13F-HRTimeline
Avion Wealth20$3K<0.01%013F-HRTimeline
Estate Planners Group, LLC19$2.94K<0.01%13F-HRTimeline
Brandywine Financial Group18$2.84K0.01%13F-HRTimeline
AdvisorNet Financial, Inc17$2.68K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.17$2.68K<0.01%013F-HRTimeline
Winch Advisory Services, LLC14$2.21K<0.01%013F-HRTimeline
Quattro Advisors LLC7$1.17K<0.01%13F-HRTimeline
CVA Family Office, LLC2$315<0.01%013F-HRTimeline
Park Square Financial Group, LLC2$261<0.01%new13F-HRTimeline
AE Wealth Management LLC1$158<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.1$158<0.01%013F-HRTimeline