Skip to content
Disclosery

IWC ISHARES TR

Follow

ETF (fund)

266 managers (268 13F filers) reported a position in IWC shares at 2026-03-31, 4,645,713 shares in all. 47 filers opened a position and 34 filers sold out during the quarter.

Managers
266
13F filers
268
New
47
Added
71
Reduced
76
Sold out
34
Shares held by filers
4,645,713

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.446,926$71.3M0.09%-5,83013F-HRTimeline
WHITTIER TRUST CO323,937$52.9M0.6%+203,42813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC319,009$50.9M0.01%+6,04513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/235,188$37.5M<0.01%+22,37613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP172,025$27.5M0.04%-5,64913F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC164,721$26.9M0.55%+94,50013F-HRTimeline
Empirical Financial Services, LLC d.b.a…140,664$22.5M0.39%-5,35213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY123,209$19.7M<0.01%+57,20513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN121,477$19.4M<0.01%+24,59113F-HR/ATimelineGroup
Chicago Partners Investment Group LLC99,610$18M0.4%+4,23813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/111,088$17.7M0.01%-3,15113F-HRTimelineGroup
Cetera Investment Advisers108,219$17.3M0.02%+13,52013F-HRTimeline
LPL Financial LLC107,020$17.1M<0.01%-4,98413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC84,985$13.6M0.66%-2,25013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…76,300$12.2M<0.01%new13F-HRTimelineGroup
SENTINEL TRUST CO LBA68,106$10.9M1.08%+15,15013F-HRTimeline
SACHEM HILL LLC60,448$9.65M1.87%-58613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC56,707$9.05M<0.01%-1,70413F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.51,294$8.64M1.2%-1,36613F-HRTimeline
Creative Planningin group Creative Planning53,092$8.47M0.01%+1113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding50,136$8M-5,854Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC49,419$7.89M0.06%new13F-HRTimelineGroup
Baker Avenue Asset Management, LP48,041$7.67M0.17%+46,02113F-HRTimeline
SMITH, MOORE & CO.47,580$7.59M0.55%-6713F-HRTimeline
Frank, Rimerman Advisors LLC47,168$7.53M0.49%-1,59313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,181$7.21M0.01%+38,33513F-HRTimelineGroup
Merit Financial Group, LLC43,071$6.87M0.05%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC42,038$6.71M<0.01%+10,43313F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co41,820$6.67M0.17%-1,64713F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC38,922$6.21M1.55%-1,76013F-HRTimeline
NORDEN GROUP LLC38,627$6.17M0.59%-7,30513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO38,882$5.96M<0.01%-24213F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,069$5.76M<0.01%new13F-HRTimelineGroup
Michelson Medical Research Foundation, …35,385$5.65M5.73%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA32,666$5.21M<0.01%+2,48713F-HRTimelineGroup
Finley Financial, LLC32,250$5.15M2.41%-20013F-HRTimeline
Heck Capital Advisors, LLC31,743$5.07M0.38%new13F-HRTimeline
FIL Ltdin group FIL Ltd31,271$4.99M<0.01%-30,00013F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,421$4.54M0.01%+7,86213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC26,469$4.22M0.03%+88113F-HRTimeline
Piedmont Capital Management, LLC23,888$3.91M1.99%new13F-HRTimeline
TABR Capital Management, LLC24,458$3.9M3.59%-94,35713F-HRTimeline
WealthShield Partners, LLC23,076$3.68M0.41%+44213F-HRTimeline
Regal Investment Advisors LLC21,664$3.46M0.2%+113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,573$3.44M<0.01%new13F-HRTimelineGroup
Noble Family Wealth, LLC20,998$3.35M0.69%-32913F-HR/ATimeline
Institute for Wealth Management, LLC.20,048$3.2M0.34%-3413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,572$3.13M<0.01%+26813F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…19,038$3.04M0.04%013F-HRTimelineGroup
CAMELOT TECHNOLOGY ADVISORS, INC.18,770$3M2.2%+6213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,218$2.91M0.01%+1,64713F-HRTimeline
WEBER CAPITAL MANAGEMENT LLC /ADV17,983$2.87M2.87%013F-HRTimeline
Texas Yale Capital Corp.17,899$2.86M0.08%-15013F-HRTimeline
HighTower Advisors, LLC17,757$2.83M<0.01%+4,85213F-HRTimeline
Kendall Capital Management17,406$2.78M0.57%+21113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,046$2.72M<0.01%-11213F-HRTimeline
Efficient Advisors, LLC16,006$2.55M0.18%-1,46913F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC14,930$2.38M1%new13F-HRTimeline
M1 Capital Management LLC14,556$2.32M1.07%-75313F-HRTimeline
Evanson Asset Management, LLC14,260$2.28M0.12%+713F-HRTimeline
Indiana Trust & Investment Management Co13,830$2.21M0.68%013F-HRTimeline
Beacon Pointe Advisors, LLC12,756$2.04M0.01%-3,29513F-HRTimeline
NewEdge Advisors, LLC12,703$2.03M0.01%+10,66713F-HR/ATimeline
Rockbridge Investment Management, LCC12,669$2.02M0.18%-63513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,704$1.99M<0.01%+2,14713F-HRTimelineGroup
Foundations Investment Advisors, LLC12,221$1.95M0.02%+5,93513F-HRTimeline
Genesis Financial Group, LLC11,300$1.8M1.21%+6,92513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding11,210$1.79M+770Timeline
Endowment Wealth Management, Inc.11,061$1.77M0.78%+60113F-HRTimeline
GHP Investment Advisors, Inc.10,934$1.75M0.07%+513F-HRTimeline
Woodward Financial Advisors, Inc.10,633$1.63M0.63%-33113F-HRTimeline
CERTUITY, LLC10,026$1.6M0.1%-1413F-HRTimeline
Level Financial Advisors9,932$1.59M0.4%-1613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.9,403$1.5M0.17%013F-HRTimeline
Robinson Value Management, Ltd.9,265$1.48M0.82%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,965$1.43M0.01%+2,70813F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC8,917$1.42M0.15%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,268$1.32M<0.01%+99813F-HRTimelineGroup
CONNORS INVESTOR SERVICES INC7,975$1.27M0.12%new13F-HRTimeline
Physician Wealth Advisors, Inc.7,743$1.24M0.17%-17713F-HRTimeline
Quantinno Capital Management LP7,422$1.18M<0.01%+1,93113F-HRTimeline
Mariner, LLCin group Mariner, LLC6,953$1.11M<0.01%+3413F-HRTimelineGroup
Modera Wealth Management, LLC6,513$1.04M0.01%013F-HRTimeline
Haven Private, LLC6,072$969K0.42%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,887$940K<0.01%-21613F-HRTimelineGroup
Simplicity Wealth,LLC5,669$905K0.05%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.5,534$883K0.29%+613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,436$868K<0.01%-28613F-HRTimeline
Discipline Wealth Solutions, LLC5,283$843K0.09%-3713F-HRTimeline
CCG WEALTH MANAGEMENT, LLC5,279$843K0.23%new13F-HRTimeline
WESCAP Management Group, Inc.5,234$835K0.16%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV5,071$809K0.11%+1,79713F-HRTimeline
VISTA CAPITAL PARTNERS, INC.4,993$797K0.08%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,898$797K<0.01%-1,69013F-HRTimeline
Ellis Investment Partners, LLC4,973$794K0.14%-38813F-HRTimeline
Forefront Wealth Partners, LLC4,769$761K0.32%+2,16213F-HRTimeline
Capital Investment Advisors, LLC4,764$760K0.01%-2013F-HR/ATimeline
Allworth Financial LP4,677$747K<0.01%013F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC4,537$724K0.02%new13F-HRTimeline
Acropolis Investment Management, LLC4,485$716K0.03%013F-HRTimeline
Mutual Advisors, LLC4,414$705K0.02%+93013F-HRTimeline
FMR LLCin group FMR LLC4,357$695K<0.01%+16313F-HRTimelineGroup
Clear Creek Financial Management, LLC4,272$682K0.05%-6213F-HRTimeline
Legacy Financial Group LLC4,261$680K0.09%+113F-HRTimeline
GTS SECURITIES LLC4,140$661K0.02%new13F-HRTimeline
Brand Asset Management Group, Inc.4,116$657K0.17%013F-HRTimeline
Peoples Bank/KS4,000$638K0.64%013F-HRTimeline
SFI Advisors, LLC3,971$634K0.67%-3,95313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,929$627K<0.01%+513F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.3,815$609K0.49%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,387$577K0.03%-1513F-HR/ATimeline
Steward Partners Investment Advisory, L…3,516$561K<0.01%+3,10913F-HRTimeline
Urban Financial Advisory Corp3,448$550K0.19%-44013F-HRTimeline
Biltmore Family Office, LLC3,399$543K0.08%-61013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,377$539K<0.01%-31513F-HRTimelineGroup
NTV Asset Management LLC3,160$504K0.06%-15013F-HRTimeline
Next Capital Management LLC3,123$498K0.15%013F-HRTimeline
BAILARD, INC.3,121$498K0.01%-1,60013F-HRTimeline
SAGE RHINO CAPITAL LLC3,075$491K0.09%+1,41713F-HRTimeline
MML INVESTORS SERVICES, LLC3,069$490K<0.01%-3,25113F-HRTimeline
Focus Financial Network, Inc.3,031$484K0.02%-50013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,003$479K0.01%013F-HRTimelineGroup
Archer Investment Management, LLC2,995$478K0.2%-5,17313F-HRTimeline
Tortoise Investment Management, LLC2,969$474K0.04%013F-HRTimeline
First Western Trust Bank2,947$470K0.02%013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC2,837$453K0.15%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,773$443K0.04%013F-HRTimeline
Integrated Wealth Concepts LLC2,772$442K<0.01%+1,41613F-HRTimeline
Mullaney, Keating & Wright, Inc.2,706$432K0.23%+81013F-HRTimeline
Legacy Advisors, LLC2,667$426K0.05%013F-HRTimeline
Meridian Wealth Management, LLC2,600$415K0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,553$403K<0.01%new13F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC2,500$399K0.18%-9013F-HRTimeline
Beaird Harris Wealth Management, LLC2,428$387K0.03%013F-HRTimeline
Crusonia Wealth Advisors LLC2,397$383K0.08%+113F-HRTimeline
TIAAgroup of 2 filers holding2,347$375K0Timeline
BOSTON FAMILY OFFICE LLC2,333$372K0.02%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,291$366K<0.01%new13F-HRTimelineGroup
KFA Private Wealth Group, LLC2,287$365K0.09%013F-HRTimeline
Robertson Stephens Wealth Management, L…2,255$360K0.01%+6413F-HRTimeline
Farther Finance Advisors, LLC2,205$354K<0.01%-4913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,203$352K<0.01%-32613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,109$337K0.01%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,091$334K<0.01%-29013F-HRTimelineGroup
World Investment Advisors2,075$331K0.01%+2513F-HRTimeline
Compass Ion Advisors, LLC2,074$331K0.03%-32013F-HRTimeline
Factor Wealth Management LTD2,051$327K0.06%+9413F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,050$327K0.09%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,050$327K<0.01%-12513F-HRTimeline
Janney Montgomery Scott LLC2,046$327K<0.01%new13F-HRTimeline
DOLIVER ADVISORS, LP2,009$321K0.07%-5613F-HRTimeline
Sanctuary Advisors, LLC2,000$319K<0.01%-4913F-HRTimeline
Aspen Grove Capital, LLC1,959$313K0.06%013F-HRTimeline
Joel Isaacson & Co., LLC1,929$308K0.01%+10313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC1,898$303K<0.01%013F-HRTimelineGroup
Tilson Financial Group, Inc.1,873$299K0.09%+213F-HRTimeline
Joseph P. Lucia & Associates, LLC1,865$298K0.11%013F-HRTimeline
XML Financial, LLC1,838$293K0.02%new13F-HRTimeline
Comprehensive Money Management Services…1,775$283K0.19%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,766$282K<0.01%+42713F-HRTimelineGroup
Wilson & Boucher Capital Management, LLC1,725$275K0.18%013F-HRTimeline
Crescent Grove Advisors, LLC1,716$274K0.03%-37413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,658$265K<0.01%new13F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP1,645$263K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC1,644$262K<0.01%+113F-HRTimeline
SIMPLEX TRADING, LLC1,625$259K0.01%+39213F-HRTimeline
FIRST HORIZON CORP1,595$255K0.01%-42513F-HRTimeline
IHT Wealth Management, LLC1,557$249K0.01%+15113F-HRTimeline
CoreCap Advisors, LLC1,555$248K0.01%-13013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.1,537$245K<0.01%13F-HRTimelineGroup
Cassaday & Co Wealth Management LLC1,513$241K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,510$241K0.07%+1,42913F-HRTimeline
Gradient Capital Advisors, LLC1,510$241K0.06%013F-HRTimeline
American Investment Services, Inc.1,492$238K0.05%013F-HRTimeline
Portland Global Advisors LLC1,470$235K0.03%-30013F-HRTimeline
Integrated Advisors Network LLC1,456$232K0.01%-6213F-HRTimeline
EAGLE GLOBAL ADVISORS LLC1,450$231K0.01%013F-HRTimeline
NVWM, LLC1,389$222K0.05%-2,53513F-HRTimeline
Summit Financial, LLC1,382$221K<0.01%+213F-HRTimeline
William Allan Corp1,376$220K0.13%+213F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.1,375$219K0.13%new13F-HRTimeline
Kingsview Wealth Management, LLC1,372$219K<0.01%-40,73713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,368$218K<0.01%+4113F-HRTimelineGroup
Arkadios Wealth Advisors1,332$213K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC1,308$209K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,307$209K<0.01%013F-HRTimelineGroup
American Money Management, LLC1,300$207K0.03%013F-HRTimeline
One Capital Management, LLC1,299$207K0.01%-3013F-HRTimeline
Capital Asset Managemnet, LLC1,283$205K0.23%013F-HRTimeline
Ballentine Capital Advisors, Inc1,262$202K0.08%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,258$201K<0.01%+113F-HRTimeline
Annandale Capital, LLC471$201K0.03%013F-HRTimeline
Berkeley, Inc1,254$200K0.07%new13F-HRTimeline
Cornerstone Financial Management LLC1,162$186K0.17%-16613F-HR/ATimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …951$154K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…891$142K<0.01%-6313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…842$134K<0.01%-15013F-HRTimelineGroup
MAI Capital Management831$133K<0.01%-15013F-HRTimeline
Parallel Advisors, LLC825$132K<0.01%013F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…803$128K<0.01%+70613F-HRTimelineGroup