Skip to content
Disclosery

IWC ISHARES TR

Follow

ETF (fund)

259 managers (260 13F filers) reported a position in IWC shares at 2025-12-31, 4,146,692 shares in all. 43 filers opened a position and 22 filers sold out during the quarter.

Managers
259
13F filers
260
New
43
Added
61
Reduced
72
Sold out
22
Shares held by filers
4,146,692

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.452,756$71.4M0.09%-15,60513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC312,964$49.4M0.01%-6,04513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/212,812$33.6M<0.01%-1,92013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP177,674$28M0.04%+27,76813F-HR/ATimelineGroup
Empirical Financial Services, LLC d.b.a…146,016$23M0.41%+21113F-HRTimeline
WHITTIER TRUST CO120,509$19.6M0.21%new13F-HRTimeline
TABR Capital Management, LLC118,815$18.7M12.5%-9,63313F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/114,239$18M0.01%-1,70413F-HRTimelineGroup
LPL Financial LLC112,004$17.7M<0.01%-3,96013F-HRTimeline
Chicago Partners Investment Group LLC95,372$16.4M0.41%+1,74613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN96,886$15.3M<0.01%+3,78713F-HRTimelineGroup
Cetera Investment Advisers94,699$14.9M0.02%-1,56213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC87,235$13.8M0.66%-2,67513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC70,221$11.4M0.24%+70,15613F-HRTimeline
Yeomans Consulting Group, Inc.66,718$10.5M3.08%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY66,004$10.4M<0.01%-30,50413F-HR/ATimelineGroup
FIL Ltdin group FIL Ltd61,271$9.66M0.01%+57,04813F-HRTimelineGroup
SACHEM HILL LLC61,034$9.63M1.87%-25813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC58,411$9.21M<0.01%-44613F-HRTimelineGroup
UBS Group AGin group UBS Group AG55,990$8.83M<0.01%-7,78113F-HRTimelineGroup
Creative Planningin group Creative Planning53,081$8.37M0.01%-1,28913F-HRTimelineGroup
SENTINEL TRUST CO LBA52,956$8.35M0.82%013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.52,660$8.3M1.2%-3,73613F-HRTimeline
Frank, Rimerman Advisors LLC48,761$7.69M0.49%+1,66413F-HRTimeline
SMITH, MOORE & CO.47,647$7.51M0.57%+78013F-HRTimeline
NORDEN GROUP LLC45,932$7.24M0.71%-1,33113F-HRTimeline
Alesco Advisors, LLC, An ESL Co43,467$6.85M0.18%+2,01413F-HRTimeline
Kingsview Wealth Management, LLC42,109$6.64M0.1%+40,73813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC40,682$6.42M1.54%-64913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,124$6.17M<0.01%-30613F-HRTimelineGroup
Michelson Medical Research Foundation, …35,385$5.58M5.59%013F-HRTimeline
Finley Financial, LLC32,450$5.12M2.34%-69513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,605$4.98M<0.01%+25,81013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,179$4.76M<0.01%+2,52313F-HRTimelineGroup
RICE HALL JAMES & ASSOCIATES, LLC28,750$4.53M0.25%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC25,588$4.04M0.03%-31513F-HRTimeline
WealthShield Partners, LLC22,634$3.57M0.39%-5,32013F-HRTimeline
Regal Investment Advisors LLC21,663$3.42M0.2%-1,30113F-HRTimeline
Noble Family Wealth, LLC21,327$3.36M0.71%+51713F-HRTimeline
Cambridge Investment Research Advisors,…20,559$3.24M0.01%-70713F-HRTimeline
Institute for Wealth Management, LLC.20,082$3.17M0.34%+10713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,304$3.05M<0.01%+5,00613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…19,038$3M0.04%-27913F-HRTimelineGroup
CAMELOT TECHNOLOGY ADVISORS, INC.18,708$2.95M2.22%+1,07913F-HRTimeline
Texas Yale Capital Corp.18,049$2.85M0.09%+2,82013F-HRTimeline
WEBER CAPITAL MANAGEMENT LLC /ADV17,983$2.84M2.68%13F-HRTimeline
Efficient Advisors, LLC17,475$2.76M0.16%-2,20813F-HR/ATimeline
Kendall Capital Management17,195$2.71M0.57%+12113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,158$2.71M<0.01%-1,27513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,571$2.61M0.01%+9113F-HRTimeline
Beacon Pointe Advisors, LLC16,051$2.53M0.02%new13F-HRTimeline
M1 Capital Management LLC15,309$2.41M1.01%-1,06113F-HRTimeline
Evanson Asset Management, LLC14,253$2.25M0.12%+55613F-HRTimeline
Indiana Trust & Investment Management Co13,830$2.18M0.64%013F-HRTimeline
Rockbridge Investment Management, LCC13,304$2.1M0.2%-1,14013F-HRTimeline
Geneos Wealth Management Inc.13,141$2.07M0.05%+12,38713F-HRTimeline
HighTower Advisors, LLC12,905$2.04M<0.01%-3,38713F-HRTimeline
EMC Capital Management11,741$1.85M0.82%new13F-HRTimeline
Woodward Financial Advisors, Inc.10,964$1.73M0.65%-41513F-HRTimeline
GHP Investment Advisors, Inc.10,929$1.72M0.07%+17313F-HRTimeline
Global Retirement Partners, LLC10,917$1.72M0.03%-3,11213F-HRTimeline
LVZ, Inc.10,687$1.69M0.19%-3,40013F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,557$1.66M<0.01%+58313F-HRTimelineGroup
Endowment Wealth Management, Inc.10,460$1.65M0.76%-4,66913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding10,440$1.65M-249Timeline
CERTUITY, LLC10,040$1.58M0.1%+4513F-HRTimeline
Level Financial Advisors9,948$1.57M0.41%-2313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.9,403$1.48M0.16%new13F-HRTimeline
Optivise Advisory Services LLC9,027$1.42M0.82%-23813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC8,917$1.41M0.16%-34613F-HRTimeline
Archer Investment Management, LLC8,168$1.29M0.69%-3,80213F-HRTimeline
SFI Advisors, LLC7,924$1.25M0.8%-82913F-HRTimeline
Physician Wealth Advisors, Inc.7,920$1.25M0.17%-57313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,270$1.15M<0.01%+80013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC6,919$1.09M<0.01%-95213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,846$1.08M<0.01%-52,68413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,588$1.07M<0.01%+43913F-HRTimeline
Modera Wealth Management, LLC6,513$1.03M0.01%+113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…6,401$1.01M0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC6,320$997K<0.01%+2,81913F-HRTimeline
Foundations Investment Advisors, LLC6,286$991K0.01%+26513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,231$983K0.01%+25313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,103$962K<0.01%+42213F-HRTimelineGroup
Haven Private, LLC6,072$958K0.42%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,257$943K<0.01%+1,16013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS5,722$902K<0.01%+25113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.5,528$872K0.29%+1913F-HRTimeline
Quantinno Capital Management LP5,491$866K<0.01%+2,15313F-HRTimeline
Ellis Investment Partners, LLC5,361$845K0.15%-30013F-HRTimeline
Discipline Wealth Solutions, LLC5,320$839K0.16%-1,77613F-HRTimeline
WESCAP Management Group, Inc.5,234$825K0.17%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.4,993$787K0.08%013F-HRTimeline
B. Riley Wealth Advisors, Inc.4,926$777K0.04%new13F-HRTimeline
Capital Investment Advisors, LLC4,784$754K0.01%-25413F-HRTimeline
BAILARD, INC.4,721$745K0.02%new13F-HRTimeline
Allworth Financial LP4,677$738K<0.01%-14813F-HRTimeline
HRT FINANCIAL LP4,601$725K<0.01%+40613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,578$722K0.01%+1,32813F-HRTimelineGroup
Legacy Financial Group LLC4,260$711K0.09%-15813F-HRTimeline
Acropolis Investment Management, LLC4,485$707K0.03%-1713F-HRTimeline
Atria Investments, Inc4,392$693K0.01%-2713F-HRTimeline
Genesis Financial Group, LLC4,375$690K0.4%13F-HRTimeline
Clear Creek Financial Management, LLC4,334$683K0.06%+1313F-HRTimeline
Goldstone Financial Group, LLC4,276$674K0.08%-1313F-HRTimeline
Keystone Wealth Services, LLC4,256$671K0.14%-48313F-HRTimeline
FMR LLCin group FMR LLC4,194$661K<0.01%+1,69213F-HRTimelineGroup
Brand Asset Management Group, Inc.4,116$649K0.18%013F-HRTimeline
Biltmore Family Office, LLC4,009$632K0.09%-65313F-HRTimeline
Peoples Bank/KS4,000$631K0.63%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,924$619K<0.01%-57313F-HRTimeline
NVWM, LLC3,924$619K0.13%-12713F-HRTimeline
Urban Financial Advisory Corp3,888$613K0.24%-2013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.3,815$602K0.5%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,692$582K<0.01%013F-HRTimelineGroup
Focus Financial Network, Inc.3,531$557K0.02%-3,83913F-HRTimeline
Mutual Advisors, LLC3,484$549K0.01%+1,31613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,402$536K0.03%-913F-HRTimeline
NTV Asset Management LLC3,310$522K0.06%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV3,274$516K0.08%new13F-HRTimeline
Fulcrum Equity Management3,226$509K0.49%+1,57913F-HRTimeline
Next Capital Management LLC3,123$492K0.16%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,003$474K0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC2,969$468K0.04%013F-HRTimeline
First Western Trust Bank2,947$465K0.02%013F-HRTimeline
Pacific Ridge Capital Partners, LLC2,850$449K0.1%new13F-HRTimeline
FAMILY WEALTH PARTNERS, LLC2,837$447K0.16%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,773$437K0.04%013F-HRTimeline
Legacy Advisors, LLC2,667$421K0.05%new13F-HRTimeline
Forefront Wealth Partners, LLC2,607$411K0.19%new13F-HRTimeline
GARRISON POINT ADVISORS, LLC2,590$408K0.18%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,529$399K<0.01%+14813F-HRTimelineGroup
Beaird Harris Wealth Management, LLC2,428$383K0.03%013F-HRTimeline
Crusonia Wealth Advisors LLC2,396$378K0.08%13F-HRTimeline
Compass Ion Advisors, LLC2,394$378K0.04%+213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,381$375K<0.01%-4513F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,347$370K<0.01%013F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC2,333$368K0.02%013F-HRTimeline
KFA Private Wealth Group, LLC2,287$361K0.09%013F-HRTimeline
Farther Finance Advisors, LLC2,254$355K<0.01%-37913F-HRTimeline
Robertson Stephens Wealth Management, L…2,191$346K0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.2,313$345K0.3%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,175$343K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,109$333K0.01%-1,19113F-HRTimelineGroup
Crescent Grove Advisors, LLC2,090$330K0.03%013F-HRTimeline
DOLIVER ADVISORS, LP2,065$326K0.08%-14413F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,050$323K0.09%013F-HRTimeline
World Investment Advisors2,050$323K0.01%013F-HR/ATimeline
Sanctuary Advisors, LLC2,049$323K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC2,036$321K<0.01%+1,88613F-HRTimeline
FIRST HORIZON CORP2,020$319K0.01%013F-HRTimeline
Baker Avenue Asset Management, LP2,020$318K0.01%new13F-HRTimeline
Aspen Grove Capital, LLC1,959$309K0.05%013F-HRTimeline
Factor Wealth Management LTD1,957$309K0.07%+23313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC1,898$299K<0.01%new13F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.1,896$299K0.16%new13F-HRTimeline
NWAM LLC1,748$298K0.02%-13913F-HRTimeline
Tilson Financial Group, Inc.1,871$295K0.09%+513F-HRTimeline
Joseph P. Lucia & Associates, LLC1,865$294K0.11%013F-HRTimeline
Joel Isaacson & Co., LLC1,826$288K0.01%+613F-HRTimeline
Keating Financial Advisory Services, In…1,801$284K0.04%13F-HRTimeline
Davies Financial Advisors, Inc.1,789$282K0.52%-3,73513F-HRTimeline
Comprehensive Money Management Services…1,775$280K0.19%013F-HRTimeline
Portland Global Advisors LLC1,770$279K0.03%013F-HRTimeline
Wilson & Boucher Capital Management, LLC1,725$272K0.18%-1013F-HRTimeline
CoreCap Advisors, LLC1,685$266K0.01%+5013F-HRTimeline
City Center Advisors, LLC1,658$261K0.24%+1113F-HRTimeline
SAGE RHINO CAPITAL LLC1,658$261K0.05%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,645$259K<0.01%+1013F-HRTimelineGroup
Wealthspire Advisors, LLC1,643$259K<0.01%-1,63713F-HRTimeline
Sunbelt Securities, Inc.1,559$246K0.02%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,536$242K<0.01%013F-HRTimelineGroup
Integrated Advisors Network LLC1,518$239K0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC1,513$239K0.01%013F-HRTimeline
Gradient Capital Advisors, LLC1,510$238K0.06%013F-HRTimeline
American Investment Services, Inc.1,492$235K0.05%013F-HRTimeline
Fortis Group Advisors, LLC1,388$232K0.04%new13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC1,450$229K0.01%013F-HRTimeline
TFB Advisors LLC1,442$227K0.06%+413F-HRTimeline
Annandale Capital, LLC471$223K0.04%013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,408$222K0.02%new13F-HRTimeline
IHT Wealth Management, LLC1,406$222K0.01%new13F-HRTimeline
Summit Financial, LLC1,380$218K<0.01%-1,58013F-HRTimeline
William Allan Corp1,374$217K0.12%new13F-HRTimeline
Integrated Wealth Concepts LLC1,356$214K<0.01%-14013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,339$211K<0.01%new13F-HRTimelineGroup
One Capital Management, LLC1,329$210K0.01%-3,30513F-HRTimeline
Cornerstone Financial Management LLC1,328$209K0.2%13F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC1,327$209K<0.01%-7313F-HRTimelineGroup
Perigon Wealth Management, LLC1,308$206K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,307$206K<0.01%013F-HRTimelineGroup
American Money Management, LLC1,300$205K0.03%new13F-HRTimeline
Capital Asset Managemnet, LLC1,283$202K0.22%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,279$202K<0.01%new13F-HR/ATimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,257$198K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC1,233$194K0.01%+1,05913F-HRTimeline
IFP Advisors, Inc1,090$172K<0.01%+16513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…992$156K<0.01%-12513F-HR/ATimelineGroup
MAI Capital Management981$155K<0.01%+30013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…954$150K<0.01%+6313F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC944$149K0.01%013F-HRTimelineGroup