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Disclosery

IWC ISHARES TR

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ETF (fund)

227 managers (228 13F filers) reported a position in IWC shares at 2025-09-30, 3,865,681 shares in all. 38 filers opened a position and 15 filers sold out during the quarter.

Managers
227
13F filers
228
New
38
Added
51
Reduced
68
Sold out
15
Shares held by filers
3,865,681

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.468,361$69.8M0.12%-73,56013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC319,009$47.6M0.01%+300,00013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/214,732$32M<0.01%+12,73113F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP149,906$22.3M0.04%-34,91513F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…145,805$21.7M0.44%-63913F-HRTimeline
TABR Capital Management, LLC128,448$19.2M13.16%new13F-HRTimeline
LPL Financial LLC115,964$17.3M0.01%+72,37013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/115,943$17.3M0.01%-17,42813F-HRTimelineGroup
Chicago Partners Investment Group LLC93,626$14.7M0.39%+3,63613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY96,508$14.4M<0.01%-70,45913F-HR/ATimelineGroup
Cetera Investment Advisers96,261$14.4M0.02%+68,61213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN93,099$13.9M<0.01%+5,24013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC89,910$13.4M0.66%-2,23913F-HRTimeline
UBS Group AGin group UBS Group AG63,771$9.51M<0.01%-23,00213F-HRTimelineGroup
SACHEM HILL LLC61,292$9.14M1.83%-99113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…59,530$8.88M0.01%-1,97213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC58,857$8.78M<0.01%+1,66013F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.56,396$8.41M1.24%-2,23513F-HR/ATimeline
Creative Planningin group Creative Planning54,370$8.11M0.01%-63913F-HRTimelineGroup
SENTINEL TRUST CO LBA52,956$7.89M0.8%-6,30413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC50,974$7.6M0.06%+37513F-HRTimelineGroup
NORDEN GROUP LLC47,263$7.05M0.72%new13F-HRTimeline
Frank, Rimerman Advisors LLC47,097$7.02M0.45%-24313F-HRTimeline
SMITH, MOORE & CO.46,867$6.99M0.54%+32713F-HRTimeline
Alesco Advisors, LLC, An ESL Co41,453$6.18M0.17%-5,99913F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC41,331$6.16M1.49%+2513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,430$5.88M<0.01%-2,13113F-HR/ATimelineGroup
Michelson Medical Research Foundation, …35,385$5.28M4.59%013F-HRTimeline
Finley Financial, LLC33,145$4.94M2.29%-19513F-HRTimeline
WealthShield Partners, LLC27,954$4.17M0.47%-2,15713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,656$4.12M<0.01%-37,29213F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC25,903$3.86M0.03%-17713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,302$3.62M<0.01%-4,72813F-HRTimelineGroup
Regal Investment Advisors LLC22,964$3.42M0.22%-31013F-HRTimeline
Cambridge Investment Research Advisors,…21,266$3.17M0.01%+12,94513F-HRTimeline
Noble Family Wealth, LLC20,810$3.1M0.68%-7713F-HRTimeline
Institute for Wealth Management, LLC.19,975$2.98M0.31%-20613F-HRTimeline
Efficient Advisors, LLC19,683$2.93M0.17%-3,79313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…19,317$2.88M0.04%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC18,433$2.75M<0.01%+4,53113F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.17,629$2.63M2.11%-3,83513F-HRTimeline
Kendall Capital Management17,074$2.55M0.57%-56513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,480$2.46M0.01%+2,25713F-HRTimeline
M1 Capital Management LLC16,370$2.44M1.05%-1,06013F-HRTimeline
HighTower Advisors, LLC16,292$2.43M<0.01%+47913F-HRTimeline
Texas Yale Capital Corp.15,229$2.27M0.07%+60013F-HRTimeline
Endowment Wealth Management, Inc.15,129$2.26M1.02%+1,82313F-HRTimeline
Del-Sette Capital Management, LLC14,619$2.18M1.35%new13F-HRTimeline
Rockbridge Investment Management, LCC14,444$2.15M0.21%+2313F-HRTimeline
LVZ, Inc.14,087$2.1M0.24%-55013F-HRTimeline
Global Retirement Partners, LLC14,029$2.09M0.05%+11,90913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,298$2.07M<0.01%+2,47513F-HRTimelineGroup
Indiana Trust & Investment Management Co13,830$2.06M0.63%013F-HRTimeline
Evanson Asset Management, LLC13,697$2.04M0.12%+15013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP12,100$1.8M<0.01%+5,90013F-HRTimelineGroup
Archer Investment Management, LLC11,970$1.78M1.1%-12013F-HRTimeline
Woodward Financial Advisors, Inc.11,379$1.7M0.65%-33013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding10,689$1.62M+1,893Timeline
GHP Investment Advisors, Inc.10,756$1.6M0.07%-30613F-HRTimeline
CERTUITY, LLC9,995$1.49M0.1%+5613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,974$1.49M<0.01%+1,51213F-HRTimelineGroup
Level Financial Advisors9,971$1.49M0.42%+60313F-HRTimeline
Optivise Advisory Services LLC9,265$1.38M0.82%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC9,263$1.38M0.16%013F-HRTimeline
SFI Advisors, LLC8,753$1.3M0.83%-1,03113F-HRTimeline
Physician Wealth Advisors, Inc.8,493$1.27M0.18%-47713F-HRTimeline
Mariner, LLCin group Mariner, LLC7,871$1.17M<0.01%+37113F-HRTimelineGroup
Focus Financial Network, Inc.7,370$1.1M0.04%new13F-HRTimeline
Discipline Wealth Solutions, LLC7,096$1.06M0.28%+2,89013F-HRTimeline
Modera Wealth Management, LLC6,512$971K0.01%-1,47513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,470$965K<0.01%+1,14813F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…6,401$954K0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,149$940K<0.01%-23413F-HRTimeline
Haven Private, LLC6,072$905K0.4%013F-HRTimeline
Foundations Investment Advisors, LLC6,021$898K0.01%+80613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,978$891K0.02%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,795$864K<0.01%+9613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,681$847K<0.01%-33413F-HRTimelineGroup
Ellis Investment Partners, LLC5,661$844K0.15%-8713F-HRTimeline
Davies Financial Advisors, Inc.5,524$824K0.67%-29213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.5,509$821K0.27%+1113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,471$816K<0.01%-90013F-HRTimeline
WESCAP Management Group, Inc.5,234$780K0.16%-39313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,097$760K<0.01%+113F-HRTimelineGroup
Capital Investment Advisors, LLC5,038$751K0.01%-913F-HRTimeline
VISTA CAPITAL PARTNERS, INC.4,993$744K0.08%013F-HRTimeline
Allworth Financial LP4,825$719K<0.01%-10013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.4,805$716K0.03%new13F-HRTimelineGroup
Keystone Wealth Services, LLC4,739$707K0.15%new13F-HRTimeline
Biltmore Family Office, LLC4,662$695K0.1%-1,41613F-HRTimeline
One Capital Management, LLC4,634$691K0.02%-6,47713F-HRTimeline
Empowered Funds, LLC4,568$681K0.01%+48313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,497$670K<0.01%-89813F-HRTimeline
Atria Investments, Inc4,419$659K0.01%new13F-HRTimeline
Legacy Financial Group LLC4,418$659K0.09%013F-HRTimeline
Clear Creek Financial Management, LLC4,321$644K0.06%-33513F-HRTimeline
Goldstone Financial Group, LLC4,289$639K0.08%new13F-HRTimeline
FIL Ltdin group FIL Ltd4,223$630K<0.01%013F-HRTimelineGroup
HRT FINANCIAL LP4,195$625K<0.01%+22713F-HRTimeline
Brand Asset Management Group, Inc.4,116$614K0.17%013F-HRTimeline
NVWM, LLC4,051$604K0.14%new13F-HRTimeline
Peoples Bank/KS4,000$596K0.59%013F-HRTimeline
Urban Financial Advisory Corp3,908$583K0.27%-1,79613F-HRTimeline
Acropolis Investment Management, LLC4,502$575K0.03%new13F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.3,815$569K0.49%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,692$550K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,501$522K<0.01%-1,44313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,411$508K0.03%+9513F-HRTimeline
Quantinno Capital Management LP3,338$498K<0.01%+1,05313F-HRTimeline
NTV Asset Management LLC3,310$493K0.05%-50013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,300$492K0.02%-13813F-HRTimelineGroup
Wealthspire Advisors, LLC3,280$489K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,250$485K0.01%new13F-HRTimelineGroup
Next Capital Management LLC3,123$466K0.16%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,003$448K0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC2,969$443K0.04%-3513F-HRTimeline
Summit Financial, LLC2,960$441K0.01%-18513F-HRTimeline
First Western Trust Bank2,947$439K0.02%013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC2,837$423K0.16%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,773$413K0.03%013F-HRTimeline
Farther Finance Advisors, LLC2,633$393K0.01%+1,58413F-HRTimeline
GARRISON POINT ADVISORS, LLC2,590$386K0.16%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC2,541$379K0.07%new13F-HRTimeline
FMR LLCin group FMR LLC2,502$373K<0.01%-32213F-HRTimelineGroup
Beaird Harris Wealth Management, LLC2,428$362K0.03%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,426$362K<0.01%-45613F-HRTimelineGroup
Compass Ion Advisors, LLC2,392$357K0.03%+313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,381$355K<0.01%+1,80313F-HRTimelineGroup
Future Fund LLC2,377$354K0.13%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,347$350K<0.01%013F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC2,333$348K0.02%013F-HRTimeline
Silver Grove Financial Group, Inc.2,313$345K0.33%13F-HRTimeline
KFA Private Wealth Group, LLC2,287$341K0.1%013F-HRTimeline
Mutual Advisors, LLC2,168$337K0.01%new13F-HRTimeline
DOLIVER ADVISORS, LP2,209$329K0.09%-1613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,175$324K<0.01%013F-HRTimeline
Crescent Grove Advisors, LLC2,090$312K0.03%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,060$307K<0.01%-18613F-HRTimelineGroup
World Investment Advisors2,050$306K0.01%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,050$306K0.07%013F-HRTimeline
FIRST HORIZON CORP2,020$301K0.01%13F-HRTimeline
NWAM LLC1,887$298K0.02%013F-HR/ATimeline
Aspen Grove Capital, LLC1,959$292K0.05%+113F-HRTimeline
Tilson Financial Group, Inc.1,866$278K0.09%+313F-HRTimeline
Joseph P. Lucia & Associates, LLC1,865$278K0.1%013F-HRTimeline
Joel Isaacson & Co., LLC1,820$271K0.01%+313F-HRTimeline
Comprehensive Money Management Services…1,775$265K0.19%-5613F-HRTimeline
Portland Global Advisors LLC1,770$264K0.03%013F-HRTimeline
Wilson & Boucher Capital Management, LLC1,735$259K0.17%013F-HRTimeline
Steward Partners Investment Advisory, L…1,730$258K<0.01%+1,72913F-HRTimeline
Factor Wealth Management LTD1,724$257K0.06%new13F-HRTimeline
Breakwater Capital Group1,668$249K0.04%new13F-HRTimeline
Moloney Securities Asset Management, LLC1,659$247K0.03%013F-HRTimeline
Fulcrum Equity Management1,647$246K0.25%new13F-HRTimeline
City Center Advisors, LLC1,647$246K0.24%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,635$244K<0.01%+3013F-HRTimelineGroup
Ground Swell Capital, LLC1,635$244K0.53%new13F-HRTimeline
CoreCap Advisors, LLC1,635$244K0.01%+23713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,536$229K<0.01%013F-HRTimelineGroup
TFB Advisors LLC1,438$226K0.07%new13F-HRTimeline
Cassaday & Co Wealth Management LLC1,513$226K0.01%new13F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC1,511$225K0.21%new13F-HRTimeline
Gradient Capital Advisors, LLC1,510$225K0.06%new13F-HRTimeline
Integrated Wealth Concepts LLC1,496$223K<0.01%-26613F-HRTimeline
American Investment Services, Inc.1,492$222K0.05%new13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC1,450$216K0.01%new13F-HRTimeline
Ballentine Capital Advisors, Inc1,421$212K0.09%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,400$209K<0.01%-22013F-HRTimelineGroup
Kingsview Wealth Management, LLC1,371$204K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,307$195K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,117$167K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,084$162K<0.01%-34,16513F-HR/ATimelineGroup
Advisory Services Network, LLC1,074$160K<0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC944$141K0.01%013F-HRTimelineGroup
IFP Advisors, Inc925$138K<0.01%-213F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…891$133K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC825$123K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.754$112K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC730$109K<0.01%013F-HRTimeline
MAI Capital Management681$102K<0.01%+3413F-HRTimeline
GODSEY & GIBB, INC676$101K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…659$98.3K<0.01%+113F-HRTimelineGroup
MATHER GROUP, LLC.639$95.2K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources555$82.7K<0.01%-18013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC406$60.5K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…400$59.6K<0.01%013F-HRTimeline
Asset Dedication, LLC382$57K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…367$54.7K<0.01%+113F-HRTimeline
COMERICA BANK362$54K<0.01%-5113F-HRTimeline
Hemington Wealth Management350$52K0.01%013F-HRTimeline
TruNorth Capital Management, LLC308$46K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC300$45K<0.01%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST259$38.6K<0.01%+5013F-HRTimeline
HARBOUR INVESTMENTS, INC.194$28.9K<0.01%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.186$28K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT168$25K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC168$25K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC174$25K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…161$24K<0.01%013F-HRTimeline
Woodside Wealth Management LLC158$23.5K0.02%013F-HRTimeline