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Disclosery

IWC ISHARES TR

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ETF (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.

HolderSharesValue% of portfolioChangeSource
1832 Asset Management L.P.545,890$60.5M0.12%+61,66113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/230,235$25.5M<0.01%+1,81313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP223,637$24.8M0.04%-4,06413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY181,062$20.1M<0.01%+94,78213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/136,138$15.1M0.01%-44313F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…114,362$12.7M0.33%+11,87913F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC101,167$11.2M0.64%+3,70313F-HRTimeline
UBS Group AGin group UBS Group AG91,610$10.2M<0.01%-10,61213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN90,154$10M<0.01%-25,21813F-HRTimelineGroup
Chicago Partners Investment Group LLC89,183$9.93M0.33%+5,82313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.79,017$8.76M0.05%+6,24613F-HRTimeline
Private Advisory Group LLC77,254$8.57M0.98%+33,46113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding64,084$7.11M-18,594Timeline
SACHEM HILL LLC63,228$7.01M1.38%-56413F-HRTimeline
Creative Planningin group Creative Planning60,480$6.71M0.01%-1,91713F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co60,282$6.69M0.21%-109,05913F-HRTimeline
SENTINEL TRUST CO LBA59,260$6.57M0.78%+1,80013F-HRTimeline
Frank, Rimerman Advisors LLC55,529$6.16M0.49%-1,18713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.60,430$6.07M1.05%-76313F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,751$5.85M<0.01%-15,66113F-HR/ATimelineGroup
LPL Financial LLC51,600$5.72M<0.01%-14,62113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,020$5.66M0.01%+41,84513F-HRTimelineGroup
SMITH, MOORE & CO.47,070$5.22M0.48%+1,09413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45,699$5.07M<0.01%-65413F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC41,198$4.57M1.28%+2113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,778$4.3M<0.01%+37,93613F-HRTimelineGroup
Michelson Medical Research Foundation, …35,385$3.92M3.28%013F-HRTimeline
Finley Financial, LLC34,380$3.83M2.13%+22513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC29,614$3.28M0.03%-42113F-HRTimeline
WealthShield Partners, LLC29,421$3.26M0.42%+16813F-HRTimeline
Cetera Investment Advisers29,105$3.23M0.01%-6,21813F-HRTimeline
Efficient Advisors, LLC23,583$2.62M0.17%-5,88013F-HR/ATimeline
Regal Investment Advisors LLC23,475$2.6M0.21%+4113F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.22,988$2.55M2.36%-84013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,012$2.44M<0.01%new13F-HR/ATimelineGroup
Kendall Capital Management21,660$2.4M0.71%-45013F-HRTimeline
Cambridge Investment Research Advisors,…20,413$2.26M0.01%+2,58013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,291$2.25M0.01%+33913F-HRTimelineGroup
Institute for Wealth Management, LLC.20,181$2.24M0.29%+12,07913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,068$2.23M<0.01%-5,73913F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…19,603$2.17M0.03%013F-HRTimelineGroup
HighTower Advisors, LLC19,460$2.16M<0.01%+28413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,016$2.11M<0.01%+5,15213F-HR/ATimelineGroup
GTS SECURITIES LLC18,178$2.02M0.09%new13F-HRTimeline
Texas Yale Capital Corp.17,647$1.96M0.08%+4,54213F-HRTimeline
Family Firm, Inc.17,521$1.94M0.43%-50,15513F-HRTimeline
Noble Family Wealth, LLC17,469$1.94M0.53%-1,41813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,034$1.67M<0.01%+4,10113F-HRTimeline
Indiana Trust & Investment Management Co14,730$1.63M0.59%013F-HRTimeline
Rockbridge Investment Management, LCC14,399$1.6M0.19%-67613F-HRTimeline
Evanson Asset Management, LLC13,538$1.5M0.11%+913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,321$1.48M0.01%+1,35713F-HRTimeline
One Capital Management, LLC12,590$1.4M0.05%-3,46613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,387$1.38M<0.01%-5,73513F-HRTimelineGroup
SFI Advisors, LLC12,148$1.35M1%+19713F-HRTimeline
Endowment Wealth Management, Inc.11,571$1.28M0.83%+1,81713F-HRTimeline
GHP Investment Advisors, Inc.11,340$1.26M0.06%-8113F-HRTimeline
Archer Investment Management, LLC11,088$1.23M0.85%-1,57313F-HRTimeline
Level Financial Advisors10,108$1.12M0.38%-6713F-HRTimeline
CERTUITY, LLC9,913$1.1M0.12%+2313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding9,707$1.08M+1,012Timeline
KELLY FINANCIAL GROUP LLC9,649$1.07M0.33%-1,68713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC9,617$1.07M0.15%-43013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,460$1.05M<0.01%-39313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,380$1.04M<0.01%-26413F-HRTimeline
Davies Financial Advisors, Inc.9,154$1.02M0.87%+71313F-HRTimeline
Physician Wealth Advisors, Inc.8,856$982K0.17%-41213F-HRTimeline
Biltmore Family Office, LLC8,538$947K0.16%-25013F-HRTimeline
Modera Wealth Management, LLC7,987$886K0.01%-37013F-HRTimeline
Urban Financial Advisory Corp7,923$879K0.49%+41913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,738$869K<0.01%-11213F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC7,678$852K<0.01%+13213F-HRTimelineGroup
Sound Income Strategies, LLC7,120$790K0.05%-9113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,475$718K<0.01%+1413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,386$708K<0.01%+1,94613F-HRTimeline
Woodward Financial Advisors, Inc.6,374$707K0.34%+313F-HRTimeline
Ellis Investment Partners, LLC6,235$692K0.14%-15313F-HRTimeline
WESCAP Management Group, Inc.5,627$624K0.15%-2,85113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,607$622K<0.01%+17613F-HRTimelineGroup
Summit Financial, LLC5,518$612K0.02%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.5,487$609K0.24%+413F-HRTimeline
Clear Creek Financial Management, LLC5,440$603K0.06%+16213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,095$565K<0.01%+113F-HRTimelineGroup
Allworth Financial LP5,114$563K<0.01%-33913F-HRTimeline
Capital Investment Advisors, LLC5,047$560K0.01%-5213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.4,993$554K0.07%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,992$554K<0.01%new13F-HR/ATimelineGroup
Legacy Financial Group LLC4,508$500K0.08%-25713F-HRTimeline
FIL Ltdin group FIL Ltd4,223$468K<0.01%013F-HRTimelineGroup
Brand Asset Management Group, Inc.4,116$457K0.19%-19313F-HRTimeline
Peoples Bank/KS4,000$444K0.3%-1,48513F-HRTimeline
Focus Financial Network, Inc.3,949$438K0.02%new13F-HRTimeline
Portland Global Advisors LLC3,875$430K0.05%+813F-HRTimeline
Sepio Capital, LP3,832$425K0.03%+913F-HRTimeline
NTV Asset Management LLC3,810$423K0.06%013F-HRTimeline
Tortoise Investment Management, LLC3,508$389K0.04%013F-HR/ATimeline
Aspen Grove Capital, LLC3,458$384K0.07%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,443$382K0.01%-113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,405$378K<0.01%-4813F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC3,315$367K0.03%-21613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,142$349K0.07%-1,65513F-HRTimeline
Next Capital Management LLC3,123$346K0.17%013F-HRTimeline
Compass Ion Advisors, LLC3,105$344K0.04%-30113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,010$334K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC3,003$333K0.01%-35113F-HRTimelineGroup
First Western Trust Bank2,947$327K0.02%013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC2,837$315K0.14%-2013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,773$308K0.03%013F-HRTimeline
Discipline Wealth Solutions, LLC2,746$305K0.15%+7413F-HRTimeline
MML INVESTORS SERVICES, LLC2,632$292K<0.01%+9213F-HRTimeline
GARRISON POINT ADVISORS, LLC2,590$287K0.14%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,511$278K<0.01%-11213F-HRTimelineGroup
Beaird Harris Wealth Management, LLC2,428$269K0.02%-1113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,425$269K<0.01%-43013F-HRTimeline
Cascade Financial Partners, LLC2,348$260K0.03%013F-HRTimeline
Atria Wealth Solutions, Inc.2,337$259K<0.01%-3,38413F-HRTimeline
BOSTON FAMILY OFFICE LLC2,333$259K0.02%013F-HRTimeline
KFA Private Wealth Group, LLC2,287$254K0.09%new13F-HRTimeline
NWAM LLC2,286$254K0.02%013F-HRTimeline
DOLIVER ADVISORS, LP2,222$246K0.07%-3613F-HRTimeline
Joseph P. Lucia & Associates, LLC2,138$237K0.11%013F-HRTimeline
Crescent Grove Advisors, LLC2,090$232K0.02%013F-HRTimeline
David Wealth Management LLC2,067$229K0.19%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,050$227K0.05%013F-HRTimeline
First Horizon Advisors, Inc.2,020$224K0.01%+31313F-HRTimeline
KIECKHEFER GROUP LLC2,000$222K0.16%013F-HRTimeline
Acropolis Investment Management, LLC1,950$216K0.01%013F-HRTimeline
World Investment Advisors1,950$216K0.01%-3013F-HRTimeline
William Howard & Co Financial Advisors …1,897$210K0.2%013F-HRTimeline
Integrated Wealth Concepts LLC1,865$207K<0.01%-22513F-HRTimeline
Tilson Financial Group, Inc.1,860$206K0.08%+113F-HRTimeline
Comprehensive Money Management Services…1,831$203K0.16%013F-HRTimeline
CoreCap Advisors, LLC1,634$181K0.01%+21913F-HRTimeline
Steward Partners Investment Advisory, L…1,594$177K<0.01%-13913F-HRTimeline
FMR LLCin group FMR LLC1,574$175K<0.01%+25613F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC1,417$157K0.05%+10113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,536$150K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,307$145K<0.01%-1,31013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,039$135K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC1,049$116K<0.01%013F-HRTimeline
IFP Advisors, Inc990$110K<0.01%+41413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC944$105K0.01%-23513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…891$98.8K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC825$91.5K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.754$83.6K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources735$81.5K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC730$81K<0.01%013F-HRTimeline
Arax Advisory Partners701$77.8K<0.01%new13F-HRTimeline
GODSEY & GIBB, INC676$75K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…656$72.8K<0.01%+213F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC640$71K0.01%013F-HRTimeline
MATHER GROUP, LLC.639$70.8K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/573$63.6K<0.01%-213F-HRTimelineGroup
MONTAG A & ASSOCIATES INC475$52.7K<0.01%013F-HRTimeline
MAI Capital Management471$52.2K<0.01%+9313F-HRTimeline
Frazier Financial Advisors, LLC447$49.6K0.04%+37413F-HRTimeline
COMERICA BANK413$45.8K<0.01%-16013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…413$45.8K<0.01%new13F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC406$45K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…400$44.4K<0.01%013F-HRTimeline
Asset Dedication, LLC382$42.4K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC375$41.6K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…366$40.6K<0.01%+1213F-HRTimeline
Hemington Wealth Management350$38K0.01%013F-HRTimeline
AE Wealth Management LLC315$34.9K<0.01%new13F-HRTimeline
TruNorth Capital Management, LLC308$34.2K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC303$34K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC265$29.4K0.01%-12713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC241$27K<0.01%-713F-HRTimelineGroup
NorthRock Partners, LLC235$26.1K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST209$23.2K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.194$21.5K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.191$21.2K0.02%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.193$21K<0.01%-713F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC172$19K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT168$18.6K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC168$18.6K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC164$18K<0.01%new13F-HRTimeline
Woodside Wealth Management LLC158$17.5K0.02%13F-HRTimeline
Coastline Trust Co150$16.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewEdge Advisors, LLC150$16.6K<0.01%-5,64313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC143$15.9K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.89$9.87K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd88$9.76K<0.01%-9813F-HRTimeline
Atala Financial Inc85$9.43K0.01%013F-HRTimeline
Clearstead Advisors, LLC79$8.76K<0.01%013F-HRTimeline
Pacific Center for Financial Services79$8.76K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC70$7.76K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC70$7.76K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC65$7.21K<0.01%013F-HRTimeline
Transce3nd, LLC65$7.21K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC53$5.88K<0.01%+2613F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department48$5.32K<0.01%new13F-HRTimelineGroup
Tradewinds Capital Management, LLC41$4.59K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC35$3.88K<0.01%013F-HRTimeline
Ridgewood Investments LLC26$2.88K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC22$2.44K<0.01%new13F-HRTimeline
Continuum Advisory, LLC21$2.33K<0.01%new13F-HRTimeline
Avion Wealth20$2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc17$1.89K<0.01%013F-HRTimeline