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Disclosery

IWC ISHARES TR

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ETF (fund)

266 managers (268 13F filers) reported a position in IWC shares at 2026-03-31, 4,645,713 shares in all. 47 filers opened a position and 34 filers sold out during the quarter.

Managers
266
13F filers
268
New
47
Added
71
Reduced
76
Sold out
34
Shares held by filers
4,645,713

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Geneos Wealth Management Inc.754$120K<0.01%-12,38713F-HRTimeline
Aptus Capital Advisors, LLC730$117K<0.01%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC690$110K<0.01%new13F-HRTimeline
GODSEY & GIBB, INC676$108K0.01%013F-HRTimeline
Ares Financial Consulting, LLC668$107K0.08%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…659$105K<0.01%+113F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC640$102K0.01%new13F-HRTimeline
MATHER GROUP, LLC.639$102K<0.01%new13F-HRTimeline
IFP Advisors, Inc631$101K<0.01%-45913F-HRTimeline
Copia Wealth Management569$90.8K0.06%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources555$88.6K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC543$86.7K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…534$85.2K0.01%-1,26713F-HRTimeline
TopTier Wealth Management, LLC500$79.8K0.05%new13F-HRTimeline
AMERIFLEX GROUP, INC.485$77.4K0.04%013F-HRTimeline
Arax Advisory Partners407$64.9K<0.01%-39713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC406$64.8K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…400$63.8K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…398$63.5K<0.01%+3113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…392$62.6K<0.01%+36213F-HRTimelineGroup
Asset Dedication, LLC380$60.7K<0.01%-213F-HRTimeline
BLAIR WILLIAM & CO/IL355$56.7K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC305$48.6K<0.01%+513F-HRTimelineGroup
Godfrey Financial Associates, Inc.290$46.3K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.284$45.3K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST259$41.3K<0.01%013F-HRTimeline
SIGNATUREFD, LLC253$40.5K<0.01%+8013F-HRTimeline
PRIVATE TRUST CO NA250$39.9K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC233$37.2K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…200$32.1K<0.01%013F-HRTimeline
1015 Capital Partners, LLC180$28.7K0.03%-2013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\170$27.1K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC170$27.1K<0.01%+13013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC168$26.8K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC143$26K<0.01%013F-HRTimeline
Dunhill Financial, LLC150$23.9K0.01%new13F-HRTimeline
AE Wealth Management LLC146$23.3K<0.01%+14513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp142$22.7K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…136$21.7K<0.01%-2513F-HRTimeline
Frazier Financial Advisors, LLC134$21.4K0.01%-6813F-HRTimeline
MassMutual Private Wealth & Trust, FSB100$16K<0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…100$16K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.89$14.2K<0.01%013F-HRTimeline
Sound Income Strategies, LLC86$13.8K<0.01%013F-HRTimeline
Clearstead Advisors, LLC79$12.6K<0.01%013F-HRTimeline
Pacific Center for Financial Services79$12.6K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC65$10.4K<0.01%+1813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC57$9K<0.01%013F-HRTimelineGroup
Richard W. Paul & Associates, LLC55$8.78K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC42$6.68K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC35$5.59K<0.01%new13F-HR/ATimeline
Horizon Investments, LLC34$5.43K<0.01%new13F-HRTimeline
Mosley Wealth Management27$4.03K<0.01%new13F-HRTimeline
Triumph Capital Management19$3.1K<0.01%013F-HRTimeline
Avion Wealth20$3K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc18$2.81K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.17$2.71K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc17$2.71K<0.01%013F-HRTimeline
Winch Advisory Services, LLC14$2.23K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC10$1.6K<0.01%new13F-HRTimeline
EASTERN BANK8$1.28K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8$1.28K<0.01%new13F-HRTimelineGroup
Accent Capital Management, LLC6$958<0.01%new13F-HR/ATimeline
CVA Family Office, LLC2$319<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1$161<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$160<0.01%new13F-HRTimelineGroup