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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
1832 Asset Management L.P.484,229$63.1M0.11%-52,91313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/228,422$29.8M<0.01%-96113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP227,701$29.7M0.05%-11,79413F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co169,341$22.1M0.69%-6,67413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/136,581$17.8M0.01%-2,95113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN115,372$15M<0.01%+36,67513F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…102,483$13.4M0.36%+24813F-HRTimeline
UBS Group AGin group UBS Group AG102,222$13.3M<0.01%+39,06813F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC97,464$12.7M0.71%-3,27713F-HR/ATimeline
TABR Capital Management, LLC88,917$11.6M10.16%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY86,280$11.2M<0.01%+1,69313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding82,678$10.8M+3,137Timeline
Chicago Partners Investment Group LLC83,360$10.7M0.36%+2,76413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.72,771$9.49M0.06%+87213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,412$8.92M<0.01%-27,01413F-HRTimelineGroup
LPL Financial LLC66,221$8.63M<0.01%+15,39513F-HRTimeline
SACHEM HILL LLC63,792$8.32M1.74%-88413F-HRTimeline
Creative Planningin group Creative Planning62,397$8.14M0.01%+3,07413F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.61,193$7.98M1.29%-1,04913F-HRTimeline
SENTINEL TRUST CO LBA57,460$7.49M0.86%013F-HRTimeline
Frank, Rimerman Advisors LLC56,716$7.39M0.54%+1,65213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO46,353$6.04M<0.01%+1,24913F-HRTimelineGroup
SMITH, MOORE & CO.45,976$5.99M0.55%+36113F-HRTimeline
Private Advisory Group LLC43,793$5.71M0.64%+24,24013F-HR/ATimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC41,177$5.37M1.44%-9113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC41,019$5.35M0.06%+1,37813F-HRTimelineGroup
Michelson Medical Research Foundation, …35,385$4.61M3.87%013F-HRTimeline
Cetera Investment Advisers35,323$4.61M0.01%+4,44313F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…35,083$4.57M0.05%-3113F-HRTimelineGroup
Finley Financial, LLC34,155$4.41M2.3%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC30,035$3.92M0.04%-25413F-HRTimeline
Efficient Advisors, LLC29,463$3.84M0.25%-4,62313F-HRTimeline
WealthShield Partners, LLC29,253$3.81M0.54%-73813F-HRTimeline
Heck Capital Advisors, LLC27,111$3.53M0.41%new13F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,807$3.37M<0.01%+4,47213F-HRTimelineGroup
CAMELOT TECHNOLOGY ADVISORS, INC.23,828$3.11M2.83%-2,32713F-HRTimeline
Regal Investment Advisors LLC23,434$3.06M0.23%+52413F-HRTimeline
Belpointe Asset Management LLC23,441$2.91M0.18%+61913F-HRTimeline
Kendall Capital Management22,110$2.88M0.84%-25313F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding21,000$2.74M+14,600Timeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,952$2.6M0.01%+6,24913F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…19,603$2.56M0.04%-3,01713F-HRTimelineGroup
HighTower Advisors, LLC19,176$2.5M<0.01%+11613F-HRTimeline
Noble Family Wealth, LLC18,887$2.47M0.68%-1,67213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,122$2.36M0.01%+2,23613F-HR/ATimelineGroup
Family Firm, Inc.67,676$2.35M0.52%-38213F-HRTimeline
Cambridge Investment Research Advisors,…17,833$2.33M0.01%+9,62613F-HRTimeline
Clark Capital Management Group, Inc.16,683$2.18M0.02%-8,16713F-HRTimeline
One Capital Management, LLC16,056$2.09M0.07%-6,06913F-HRTimeline
Rockbridge Investment Management, LCC15,075$1.97M0.25%-1,74313F-HRTimeline
LVZ, Inc.14,840$1.93M0.25%-2,01813F-HRTimeline
Indiana Trust & Investment Management Co14,730$1.92M0.65%013F-HRTimeline
AIRE ADVISORS, LLC14,416$1.88M0.39%-4,72813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,864$1.81M<0.01%-34,10013F-HRTimelineGroup
Evanson Asset Management, LLC13,529$1.76M0.12%+1113F-HRTimeline
Global Retirement Partners, LLC13,435$1.75M0.05%+9,79213F-HRTimeline
Texas Yale Capital Corp.13,105$1.71M0.07%-16013F-HRTimeline
Archer Investment Management, LLC12,661$1.65M1.02%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,964$1.56M0.01%+1,52513F-HRTimeline
SFI Advisors, LLC11,951$1.56M1.09%+1,82113F-HRTimeline
GHP Investment Advisors, Inc.11,421$1.49M0.07%+6213F-HRTimeline
KELLY FINANCIAL GROUP LLC11,336$1.48M0.53%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,933$1.43M<0.01%+25213F-HRTimeline
Level Financial Advisors10,175$1.33M0.49%-1,06613F-HRTimeline
M1 Capital Management LLC10,060$1.31M0.71%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC10,047$1.31M0.19%-35513F-HRTimeline
CERTUITY, LLC9,890$1.29M0.14%+2913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,853$1.28M<0.01%13F-HR/ATimelineGroup
Endowment Wealth Management, Inc.9,754$1.27M0.85%+1,25913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,644$1.26M<0.01%-18713F-HRTimeline
Physician Wealth Advisors, Inc.9,268$1.21M0.2%-1,20513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,175$1.2M<0.01%-27,58513F-HRTimelineGroup
Biltmore Family Office, LLC8,788$1.15M0.19%-4013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding8,695$1.13M-39Timeline
WESCAP Management Group, Inc.8,478$1.11M0.27%-32413F-HRTimeline
Davies Financial Advisors, Inc.8,441$1.1M0.94%+3,59613F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…8,401$1.1M0.01%+40013F-HRTimelineGroup
Modera Wealth Management, LLC8,357$1.09M0.01%+55513F-HRTimeline
Institute for Wealth Management, LLC.8,102$1.06M0.13%+1813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,850$1.02M<0.01%+2,22013F-HRTimelineGroup
RICE HALL JAMES & ASSOCIATES, LLC7,645$997K0.05%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC7,546$984K<0.01%-18113F-HRTimelineGroup
Urban Financial Advisory Corp7,504$978K0.54%+2213F-HRTimeline
Sound Income Strategies, LLC7,211$940K0.06%+57613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,461$842K<0.01%013F-HRTimeline
Ellis Investment Partners, LLC6,388$833K0.16%-34613F-HRTimeline
Woodward Financial Advisors, Inc.6,371$831K0.41%+413F-HRTimeline
NewEdge Advisors, LLC5,793$755K<0.01%+5,73313F-HRTimeline
Atria Wealth Solutions, Inc.5,721$746K0.01%-74513F-HRTimeline
Allworth Financial LP5,453$718K<0.01%+4,03413F-HRTimeline
TAP Consulting, LLC5,494$716K0.15%+1613F-HRTimeline
Peoples Bank/KS5,485$715K0.49%+36013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.5,483$715K0.28%+1113F-HRTimeline
Simplicity Wealth,LLC5,477$714K0.15%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,431$708K<0.01%+1,04713F-HRTimelineGroup
Clear Creek Financial Management, LLC5,278$688K0.07%+71613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.5,126$668K0.03%new13F-HRTimelineGroup
Capital Investment Advisors, LLC5,099$665K0.01%-413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,094$664K<0.01%-44813F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.4,993$651K0.08%-4513F-HRTimeline
Janney Montgomery Scott LLC4,832$630K<0.01%+1,80313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC4,797$626K0.14%+1,52813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,440$579K<0.01%-31713F-HR/ATimeline
Brand Asset Management Group, Inc.4,309$562K0.23%013F-HRTimeline
FIL Ltdin group FIL Ltd4,223$551K<0.01%013F-HRTimelineGroup
Portland Global Advisors LLC3,867$504K0.06%-9513F-HRTimeline
Sepio Capital, LP3,823$498K0.04%-3913F-HRTimeline
NTV Asset Management LLC3,810$497K0.07%-10013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,531$460K0.04%-38113F-HRTimeline
Tortoise Investment Management, LLC3,508$457K0.05%-27713F-HR/ATimeline
Wealthspire Advisors, LLC3,463$451K<0.01%+213F-HRTimeline
Aspen Grove Capital, LLC3,458$451K0.1%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,453$450K<0.01%+1,18613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management3,444$449K0.01%-4813F-HRTimelineGroup
Compass Ion Advisors, LLC3,406$444K0.05%+313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,354$437K0.01%013F-HRTimelineGroup
IFC Advisors LLC3,324$433K0.09%13F-HRTimeline
Next Capital Management LLC3,123$407K0.17%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,010$392K<0.01%013F-HRTimelineGroup
First Western Trust Bank2,947$384K0.02%013F-HRTimeline
Clarus Wealth Advisors3,035$377K0.19%-7913F-HRTimeline
FAMILY WEALTH PARTNERS, LLC2,857$372K0.18%-8913F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,855$372K<0.01%013F-HRTimeline
O'Connor Financial Group LLC2,785$363K0.19%+513F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,773$362K0.03%-30013F-HRTimeline
Discipline Wealth Solutions, LLC2,672$348K0.16%-17413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,623$342K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,617$341K<0.01%013F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC2,590$338K0.16%013F-HRTimeline
MML INVESTORS SERVICES, LLC2,540$331K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC2,439$318K0.03%013F-HRTimeline
Cascade Financial Partners, LLC2,348$306K0.04%013F-HRTimeline
BOSTON FAMILY OFFICE LLC2,333$304K0.02%-8013F-HRTimeline
NWAM LLC2,286$298K0.02%013F-HRTimeline
DOLIVER ADVISORS, LP2,258$294K0.08%-2513F-HRTimeline
Mutual Advisors, LLC2,220$287K0.01%+113F-HRTimeline
Joseph P. Lucia & Associates, LLC2,138$279K0.12%013F-HRTimeline
Wilson & Boucher Capital Management, LLC2,135$278K0.2%013F-HRTimeline
Crescent Grove Advisors, LLC2,090$272K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC2,090$272K<0.01%new13F-HRTimeline
David Wealth Management LLC2,067$269K0.22%13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,050$267K0.06%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,002$261K<0.01%013F-HRTimelineGroup
KIECKHEFER GROUP LLC2,000$261K0.16%13F-HRTimeline
World Investment Advisors1,980$258K0.01%+19713F-HRTimeline
Acropolis Investment Management, LLC1,950$254K0.02%013F-HRTimeline
William Howard & Co Financial Advisors …1,897$248K0.22%013F-HRTimeline
Gray Wealth Management Inc.1,867$243K0.09%+3613F-HRTimeline
Tilson Financial Group, Inc.1,859$242K0.1%013F-HRTimeline
Comprehensive Money Management Services…1,831$239K0.2%13F-HRTimeline
Tassel Capital Management, Inc.1,751$228K0.2%13F-HRTimeline
Steward Partners Investment Advisory, L…1,733$226K<0.01%+1,63613F-HRTimeline
Joel Isaacson & Co., LLC1,712$223K0.01%+213F-HRTimeline
First Horizon Advisors, Inc.1,707$223K0.01%013F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC1,701$222K<0.01%new13F-HRTimeline
American Investment Services, Inc.1,656$216K0.04%new13F-HR/ATimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC1,646$215K0.23%13F-HRTimeline
Annandale Capital, LLC1,600$209K0.04%new13F-HRTimeline
Berkeley, Inc1,596$208K0.11%new13F-HR/ATimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,585$207K<0.01%new13F-HR/ATimelineGroup
Advisory Services Network, LLC1,548$202K<0.01%-1,73913F-HRTimeline
Moloney Securities Asset Management, LLC1,544$201K0.03%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,536$198K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC1,415$184K0.01%+2113F-HRTimeline
FMR LLCin group FMR LLC1,318$172K<0.01%+10113F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC1,316$172K0.02%+10813F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,179$154K0.01%013F-HRTimelineGroup
Smithfield Trust Co1,100$144K0.01%-97713F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,075$140K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC1,049$137K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,039$135K<0.01%-46113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…891$116K<0.01%013F-HRTimelineGroup
McClarren Financial Advisors, Inc.890$116K0.33%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC842$110K<0.01%-21,98713F-HRTimelineGroup
Parallel Advisors, LLC825$108K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.754$98.3K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources735$95.8K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC730$95.2K<0.01%+31813F-HRTimeline
GODSEY & GIBB, INC676$88.1K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…654$85.3K<0.01%-213F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC640$83.4K0.01%+22813F-HRTimeline
MATHER GROUP, LLC.639$83.3K<0.01%013F-HRTimeline
IFP Advisors, Inc576$75.1K<0.01%-18413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/575$75K<0.01%+8913F-HRTimelineGroup
COMERICA BANK573$74.7K<0.01%+16013F-HR/ATimeline
MONTAG A & ASSOCIATES INC475$61.9K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC406$52.9K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…400$52.2K<0.01%013F-HRTimeline
Synergy Investment Management, LLC392$51.1K0.02%13F-HRTimeline
Asset Dedication, LLC382$49.8K<0.01%013F-HRTimeline
MAI Capital Management378$49.3K<0.01%new13F-HRTimeline
Bristlecone Advisors, LLC375$48.9K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…354$46.2K<0.01%013F-HRTimeline
Hemington Wealth Management350$45K0.01%013F-HRTimeline
Eagle Bay Advisors LLC330$43K0.03%-6013F-HRTimeline
Bray Capital Advisors324$42.2K0.01%013F-HRTimeline
TruNorth Capital Management, LLC308$40.2K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC303$39K<0.01%+7413F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC248$32K<0.01%new13F-HRTimelineGroup
NorthRock Partners, LLC235$30.6K<0.01%013F-HR/ATimeline