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Disclosery

IWC ISHARES TR

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ETF (fund)

208 managers (209 13F filers) reported a position in IWC shares at 2025-06-30, 3,565,863 shares in all. 21 filers opened a position and 25 filers sold out during the quarter.

Managers
208
13F filers
209
New
21
Added
35
Reduced
80
Sold out
25
Shares held by filers
3,565,863

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
1832 Asset Management L.P.541,921$69.2M0.12%-3,96913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/202,001$25.8M<0.01%-28,23413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP184,821$23.6M0.03%-38,81613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY166,967$21.3M<0.01%-14,09513F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…146,444$18.7M0.42%+32,08213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/133,371$17M0.01%-2,76713F-HRTimelineGroup
Chicago Partners Investment Group LLC89,990$12.4M0.36%+80713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC92,149$11.8M0.62%-9,01813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN87,859$11.2M<0.01%-2,29513F-HRTimelineGroup
UBS Group AGin group UBS Group AG86,773$11.1M<0.01%-4,83713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.72,443$9.25M0.05%-6,57413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA64,948$8.29M<0.01%+12,19713F-HR/ATimelineGroup
SACHEM HILL LLC62,283$7.95M1.62%-94513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…61,502$7.85M0.01%+10,48213F-HRTimelineGroup
SENTINEL TRUST CO LBA59,260$7.57M0.82%013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.58,631$7.48M1.16%-1,79913F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding57,197$7.3M-6,887Timeline
Creative Planningin group Creative Planning55,009$7.02M0.01%-5,47113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC50,599$6.46M0.06%new13F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co47,452$6.06M0.17%-12,83013F-HRTimeline
Frank, Rimerman Advisors LLC47,340$6.04M0.41%-8,18913F-HRTimeline
GTS SECURITIES LLC47,097$6.01M0.27%+28,91913F-HRTimeline
SMITH, MOORE & CO.46,540$5.94M0.5%-53013F-HRTimeline
LPL Financial LLC43,594$5.57M<0.01%-8,00613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO41,561$5.31M<0.01%-4,13813F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC41,306$5.27M1.38%+10813F-HRTimeline
Michelson Medical Research Foundation, …35,385$4.52M4.33%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC35,249$4.5M<0.01%+30,25713F-HR/ATimelineGroup
Finley Financial, LLC33,340$4.26M2.14%-1,04013F-HRTimeline
WealthShield Partners, LLC30,111$3.84M0.46%+69013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,030$3.71M<0.01%-9,74813F-HRTimelineGroup
Cetera Investment Advisers27,649$3.53M0.01%-1,45613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC26,080$3.33M0.03%-3,53413F-HRTimeline
Efficient Advisors, LLC23,476$3M0.18%-10713F-HRTimeline
Regal Investment Advisors LLC23,274$2.97M0.22%-20113F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.21,464$2.74M2.37%-1,52413F-HRTimeline
Noble Family Wealth, LLC20,887$2.67M0.65%+3,41813F-HRTimeline
Institute for Wealth Management, LLC.20,181$2.58M0.29%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…19,317$2.47M0.03%-28613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,009$2.43M<0.01%-713F-HRTimelineGroup
Family Firm, Inc.18,325$2.34M0.56%+80413F-HRTimeline
Kendall Capital Management17,639$2.25M0.6%-4,02113F-HRTimeline
M1 Capital Management LLC17,430$2.23M1.12%new13F-HRTimeline
HighTower Advisors, LLC15,813$2.02M<0.01%-3,64713F-HRTimeline
LVZ, Inc.14,637$1.87M0.22%new13F-HRTimeline
Texas Yale Capital Corp.14,629$1.87M0.06%-3,01813F-HRTimeline
Rockbridge Investment Management, LCC14,421$1.84M0.2%+2213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,223$1.82M0.01%+90213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,902$1.77M<0.01%-1,13213F-HRTimeline
Indiana Trust & Investment Management Co13,830$1.77M0.58%-90013F-HRTimeline
Evanson Asset Management, LLC13,547$1.73M0.11%+913F-HRTimeline
Endowment Wealth Management, Inc.13,306$1.7M0.88%+1,73513F-HRTimeline
Archer Investment Management, LLC12,090$1.54M1.12%+1,00213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,823$1.51M<0.01%-56413F-HR/ATimelineGroup
Woodward Financial Advisors, Inc.11,709$1.49M0.62%+5,33513F-HRTimeline
One Capital Management, LLC11,111$1.42M0.05%-1,47913F-HRTimeline
GHP Investment Advisors, Inc.11,062$1.41M0.06%-27813F-HRTimeline
CERTUITY, LLC9,939$1.27M0.12%+2613F-HRTimeline
SFI Advisors, LLC9,784$1.25M0.86%-2,36413F-HRTimeline
Level Financial Advisors9,368$1.2M0.37%-74013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC9,263$1.18M0.15%-35413F-HRTimeline
Physician Wealth Advisors, Inc.8,970$1.15M0.18%+11413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding8,796$1.12M-911Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,462$1.08M<0.01%+72413F-HRTimelineGroup
Cambridge Investment Research Advisors,…8,321$1.06M<0.01%-12,09213F-HRTimeline
Modera Wealth Management, LLC7,987$1.02M0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,500$958K<0.01%-17813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,383$850K<0.01%-313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,371$813K<0.01%-10413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP6,200$791K<0.01%new13F-HRTimelineGroup
Biltmore Family Office, LLC6,078$776K0.13%-2,46013F-HRTimeline
Haven Private, LLC6,072$775K0.34%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,015$768K<0.01%-14,27613F-HRTimelineGroup
Davies Financial Advisors, Inc.5,816$742K0.58%-3,33813F-HRTimeline
Ellis Investment Partners, LLC5,748$734K0.14%-48713F-HRTimeline
Urban Financial Advisory Corp5,704$728K0.37%-2,21913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,699$728K<0.01%-3,76113F-HRTimelineGroup
WESCAP Management Group, Inc.5,627$718K0.16%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.5,498$702K0.26%+1113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,395$689K<0.01%-3,98513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,322$679K<0.01%-28513F-HRTimelineGroup
Foundations Investment Advisors, LLC5,215$666K0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,096$651K<0.01%+113F-HRTimelineGroup
Capital Investment Advisors, LLC5,047$644K0.01%013F-HR/ATimeline
VISTA CAPITAL PARTNERS, INC.4,993$637K0.07%013F-HRTimeline
MML INVESTORS SERVICES, LLC4,944$631K<0.01%+2,31213F-HRTimeline
Allworth Financial LP4,925$629K<0.01%-18913F-HRTimeline
Clear Creek Financial Management, LLC4,656$594K0.06%-78413F-HRTimeline
FLOW TRADERS U.S. LLC4,649$593K0.02%new13F-HRTimeline
Legacy Financial Group LLC4,418$564K0.08%-9013F-HRTimeline
FIL Ltdin group FIL Ltd4,223$539K<0.01%013F-HRTimelineGroup
Discipline Wealth Solutions, LLC4,206$537K0.21%+1,46013F-HRTimeline
Brand Asset Management Group, Inc.4,116$525K0.2%013F-HRTimeline
Empowered Funds, LLC4,085$521K0.01%new13F-HRTimeline
Peoples Bank/KS4,000$511K0.34%013F-HRTimeline
HRT FINANCIAL LP3,968$506K<0.01%new13F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.3,815$487K0.46%13F-HR/ATimeline
NTV Asset Management LLC3,810$486K0.06%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,692$471K<0.01%+68213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management3,438$439K0.02%-513F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC3,316$423K0.03%+113F-HRTimeline
Tillman Hartley LLC3,185$407K0.11%new13F-HRTimeline
Summit Financial, LLC3,145$402K0.01%-2,37313F-HRTimeline
Next Capital Management LLC3,123$399K0.15%013F-HRTimeline
Tortoise Investment Management, LLC3,004$383K0.04%-50413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,003$383K0.01%013F-HRTimelineGroup
First Western Trust Bank2,947$376K0.02%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,882$368K<0.01%-52313F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC2,837$362K0.14%013F-HRTimeline
FMR LLCin group FMR LLC2,824$361K<0.01%+1,25013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC2,773$354K0.03%013F-HRTimeline
GARRISON POINT ADVISORS, LLC2,590$331K0.15%013F-HRTimeline
Beaird Harris Wealth Management, LLC2,428$310K0.02%013F-HRTimeline
Compass Ion Advisors, LLC2,389$305K0.03%-71613F-HRTimeline
Future Fund LLC2,377$303K0.14%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,347$300K<0.01%-16413F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC2,333$298K0.02%013F-HRTimeline
KFA Private Wealth Group, LLC2,287$292K0.09%013F-HRTimeline
Quantinno Capital Management LP2,285$292K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,246$287K<0.01%new13F-HRTimelineGroup
DOLIVER ADVISORS, LP2,225$284K0.08%+313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,175$278K<0.01%-25013F-HRTimeline
Global Retirement Partners, LLC2,120$271K0.01%13F-HRTimeline
Crescent Grove Advisors, LLC2,090$267K0.03%013F-HRTimeline
David Wealth Management LLC2,067$264K0.2%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,050$262K0.06%013F-HRTimeline
World Investment Advisors2,050$262K0.01%+10013F-HRTimeline
First Horizon Advisors, Inc.2,020$258K0.01%013F-HRTimeline
KIECKHEFER GROUP LLC2,000$255K0.14%013F-HRTimeline
Aspen Grove Capital, LLC1,958$250K0.04%-1,50013F-HRTimeline
NWAM LLC1,887$246K0.01%-39913F-HR/ATimeline
William Howard & Co Financial Advisors …1,897$242K0.21%013F-HRTimeline
Joseph P. Lucia & Associates, LLC1,865$238K0.1%-27313F-HRTimeline
Tilson Financial Group, Inc.1,863$238K0.09%+313F-HRTimeline
Comprehensive Money Management Services…1,831$234K0.18%013F-HRTimeline
Joel Isaacson & Co., LLC1,817$232K0.01%new13F-HRTimeline
Portland Global Advisors LLC1,770$226K0.03%-2,10513F-HRTimeline
Integrated Wealth Concepts LLC1,762$225K<0.01%-10313F-HRTimeline
Wilson & Boucher Capital Management, LLC1,735$221K0.15%new13F-HRTimeline
Moloney Securities Asset Management, LLC1,659$212K0.03%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,620$207K<0.01%new13F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP1,605$205K<0.01%new13F-HRTimelineGroup
Annandale Capital, LLC1,600$204K0.04%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,536$196K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC1,398$178K0.01%-23613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,307$167K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC1,049$134K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC944$121K0.01%013F-HRTimelineGroup
IFP Advisors, Inc927$118K<0.01%-6313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…891$114K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC825$105K<0.01%013F-HRTimeline
Arax Advisory Partners701$104K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.754$96.3K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources735$93.8K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC730$93.2K<0.01%013F-HRTimeline
GODSEY & GIBB, INC676$86.3K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…658$84K<0.01%+213F-HRTimelineGroup
MAI Capital Management647$82.6K<0.01%+17613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC640$81.7K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/578$73.8K<0.01%+513F-HR/ATimelineGroup
COMERICA BANK413$52.7K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC406$51.8K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…400$51.1K<0.01%013F-HRTimeline
Asset Dedication, LLC382$48.8K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC375$47.9K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…366$46.7K<0.01%013F-HRTimeline
Hemington Wealth Management350$44K0.01%013F-HRTimeline
TruNorth Capital Management, LLC308$39.4K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC300$38K<0.01%-313F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST209$26.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.194$24.8K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.192$24.5K0.02%+113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.186$24K<0.01%-713F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC172$22K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT168$21.4K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC168$21.4K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…161$20.6K<0.01%new13F-HRTimeline
Woodside Wealth Management LLC158$20.1K0.02%013F-HRTimeline
NewEdge Advisors, LLC150$19.1K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC143$18.3K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…133$17K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.89$11.4K<0.01%013F-HRTimeline
Sound Income Strategies, LLC86$11K<0.01%-7,03413F-HRTimeline
Clearstead Advisors, LLC79$10.1K<0.01%013F-HRTimeline
Pacific Center for Financial Services79$10.1K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC70$8.94K<0.01%013F-HRTimeline
Transce3nd, LLC65$8.3K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC65$8.3K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC63$8.01K<0.01%+2213F-HRTimeline
Richard W. Paul & Associates, LLC55$7.02K<0.01%-1513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC47$6K<0.01%-613F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC42$5.36K<0.01%-1,37513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC35$4.47K<0.01%013F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…30$3.83K<0.01%+2313F-HRTimelineGroup
Ridgewood Investments LLC26$3.32K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc17$2.17K<0.01%013F-HRTimeline
Avion Wealth20$2K<0.01%013F-HR/ATimeline
LANARK FINANCIAL, INC.17$2K<0.01%013F-HRTimeline
Winch Advisory Services, LLC14$1.79K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC7$907<0.01%013F-HRTimeline