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Disclosery

IWS ISHARES TR

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ETF (fund)

1,025 managers (1,042 13F filers) reported a position in IWS shares at 2026-06-30, 72,624,704 shares in all. 87 filers opened a position and 39 filers sold out during the quarter.

Managers
1,025
13F filers
1,042
New
87
Added
289
Reduced
354
Sold out
39
Shares held by filers
72,624,704

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY8,080,549$1.33B0.07%+15,16913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,991,663$1.15B0.46%-710,57113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,628,958$597M0.1%-304,37213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,493,811$575M0.04%-73,75713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,360,744$553M-362,912Timeline
TIAAgroup of 4 filers holding2,963,606$488M+59,924Timeline
FIRST CITIZENS BANK & TRUST CO2,408,682$396M5.93%-257,66613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,175,825$358M0.06%-200,91713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,985,054$327M0.36%-49,26013F-HRTimelineGroup
FMR LLCin group FMR LLC1,915,152$315M0.01%-12,61813F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK1,912,761$315M1.38%-67,69113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,868,064$307M0.39%+2,76813F-HRTimeline
UBS Group AGgroup of 2 filers holding1,723,844$284M-94,463Timeline
Betterment LLC1,386,524$228M0.39%-92,28313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,224,739$202M0.1%-26,94313F-HRTimelineGroup
LPL Financial LLC1,220,367$201M0.05%-26,61513F-HRTimeline
Cassaday & Co Wealth Management LLC1,043,989$172M3.23%+20,25013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,024,250$169M0.03%+31,60013F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…940,874$155M9.27%-6,66913F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC761,386$125M0.94%-9,48713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO759,625$125M0.01%-27,90813F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…709,976$117M6.6%-3,50513F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…669,651$110M1.24%-13,97413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC641,160$106M0.03%-7,69313F-HRTimelineGroup
Heritage Wealth Advisors534,456$88M3.02%-11,01513F-HRTimeline
Cetera Investment Advisers448,812$73.9M0.07%+17,71113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP443,267$73M3.38%+13,58513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP433,102$71.3M0.09%-4,00913F-HRTimelineGroup
AE Wealth Management LLC368,117$60.6M0.28%-12,19113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding323,350$53.2M-4,180Timeline
AMG National Trust Bank309,347$50.9M1.05%-6,02213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC308,877$50.8M0.18%-12,34913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC298,489$49.1M0.05%+5,42513F-HRTimelineGroup
SVB WEALTH LLC276,422$45.5M2.87%+15,22013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding275,677$45.4M+718Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding254,588$41.9M+1,852Timeline
Cedar Mountain Advisors, LLC252,713$41.6M7.16%+1,13113F-HRTimeline
Chicago Partners Investment Group LLC251,143$41.4M0.83%-3,97613F-HRTimeline
GLOBALT Investments LLC / GA246,217$40.5M1.37%-6,69013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC236,815$39M1.1%-41,55613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…227,724$37.5M0.02%-14,11513F-HRTimelineGroup
HighTower Advisors, LLC220,288$36.3M0.03%+1,65913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.217,129$35.8M0.04%+14,17413F-HRTimelineGroup
LPWM LLC216,410$35.6M7.9%-10,28113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…196,189$32.3M0.11%-2,37013F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC194,138$32M0.58%-27,37213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.184,290$30.3M0.04%+15,18713F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC181,221$29.8M0.52%+2,72013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.178,812$29.4M0.04%+14,69913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC177,365$29.2M<0.01%-18,02213F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers176,817$29.1M0.03%-82,30713F-HRTimelineGroup
Arax Advisory Partners175,240$28.8M0.19%+46,93213F-HRTimeline
Wescott Financial Advisory Group, LLC175,179$28.8M2.23%-5,71113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…175,026$28.8M0.04%-2,86413F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC172,757$28.4M0.21%-4,75713F-HRTimeline
Rodgers & Associates, LTD165,969$27.3M2.48%-4,70713F-HRTimeline
Parkway Wealth Management Group, LLC165,703$27.3M3.15%+13313F-HRTimeline
First Citizens Asset Management, Inc.165,173$27.2M8.69%+70213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …152,413$25.1M0.17%-37113F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp150,670$24.8M0.07%-1,32613F-HRTimelineGroup
Asset Management Group, Inc.150,365$24.8M3.62%-1,41113F-HRTimeline
RTD Financial Advisors, Inc.143,704$23.7M2.58%+59113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP139,810$23M0.02%-98913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP138,168$22.7M0.03%+6,18213F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS132,040$21.7M0.03%+3,38113F-HRTimeline
Creative Planningin group Creative Planning130,880$21.5M0.01%-2,39713F-HRTimelineGroup
LBJ Family Wealth Advisors, Ltd.124,862$20.6M10.5%-73213F-HRTimeline
Prosperity Consulting Group, LLC123,463$20.3M0.77%+10,35713F-HRTimeline
Steward Partners Investment Advisory, L…122,009$20.1M0.1%+1,39713F-HRTimeline
Sterling Capital Management LLC119,234$19.6M0.33%-6,23913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC115,302$19M0.01%+3,15813F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC112,413$18.5M0.32%+7,93013F-HRTimeline
Avantax Planning Partners, Inc.111,409$18.3M0.46%-2,72613F-HRTimeline
Waverly Advisors, LLC107,050$17.6M0.1%-1,00713F-HRTimeline
Kingdom Financial Group LLC.97,730$16.1M4.11%-88513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP97,509$16M<0.01%-18,38513F-HRTimelineGroup
FIRST HORIZON CORP94,904$15.6M0.6%+1,97913F-HRTimeline
MAI Capital Management94,471$15.5M0.06%+5,82413F-HRTimeline
Bishop & Co Investment Management, LLC92,765$15.3M4.7%+15013F-HRTimeline
Occidental Asset Management, LLC92,587$15.2M1.51%-90613F-HRTimeline
BOKF, NAin group BOKF, NA89,096$14.7M0.2%+35513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/86,319$14.2M0.01%+1,11213F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC84,109$13.8M0.1%-1,01213F-HRTimeline
NewEdge Advisors, LLC83,687$13.8M0.04%-1,33613F-HRTimeline
Savant Capital, LLC81,731$13.5M0.04%+76513F-HRTimeline
Clearstead Advisors, LLC81,640$13.4M0.13%-1,14713F-HRTimeline
Moran Wealth Management, LLC78,357$12.9M0.35%+75,96413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC78,000$12.8M0.04%+51,43413F-HRTimelineGroup
LifeWealth Investments, LLC77,276$12.7M3.4%+38213F-HRTimeline
WestHill Financial Advisors, Inc.74,979$12.3M2.1%-23613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC74,326$12.2M0.15%-33713F-HRTimeline
JMG Financial Group, Ltd.73,795$12.1M0.29%-35213F-HRTimeline
Sentinel Advisory Group, LLC68,855$11.3M4.63%+3,52713F-HRTimeline
One Capital Management, LLC77,058$11.2M0.31%013F-HRTimeline
XML Financial, LLC68,063$11.2M0.81%+27113F-HRTimeline
MML INVESTORS SERVICES, LLC68,028$11.2M0.02%+1,49513F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC67,423$11.1M1.13%+2,11413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp66,581$11M<0.01%-10,26813F-HRTimelineGroup
MidFirst Bank62,850$10.3M0.73%-58213F-HRTimeline
Corundum Group, Inc.61,801$10.2M3.02%-7,01013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC61,554$10.1M3.8%-2,94313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…60,364$9.99M0.02%-4,96113F-HRTimeline
CONNING INC.in group CONNING INC.59,718$9.83M0.29%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC55,875$9.2M0.06%-6,96413F-HRTimelineGroup
Legacy Edge Advisors, LLC55,797$9.18M0.84%-60113F-HR/ATimeline
Sanctuary Advisors, LLC55,542$9.14M0.04%+67913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO55,347$9.11M0.75%+4,61513F-HRTimeline
UMB Bank, n.a.54,824$9.02M0.11%-2,82513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FRANKLIN RESOURCES INCin group Franklin Resources54,079$8.9M<0.01%+47,43113F-HRTimelineGroup
Inlight Wealth Management, LLC53,876$8.87M2.82%-22713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC53,724$8.84M0.02%+14,15513F-HRTimelineGroup
Powell Investment Advisors, LLC53,243$8.76M2.77%+48313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC53,012$8.74M1%-3413F-HRTimeline
Cambridge Investment Research Advisors,…51,861$8.54M0.02%+1,70013F-HR/ATimeline
Integrated Wealth Concepts LLC48,965$8.06M0.04%+24,91613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC47,666$7.85M0.01%+11,48313F-HRTimelineGroup
Sowell Financial Services LLC47,350$7.79M0.25%-3,16613F-HRTimeline
James J. Burns & Company, LLC47,117$7.76M0.84%-1,21313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV46,547$7.66M0.01%+11,52213F-HR/ATimeline
Processus Wealth & Capital Management, …46,478$7.65M4.53%+58013F-HR/ATimeline
TICINO WEALTH46,411$7.64M2.41%+7,40913F-HRTimeline
Modera Wealth Management, LLC46,208$7.61M0.08%-1,38013F-HRTimeline
&PARTNERS45,467$7.49M0.03%-20,29613F-HRTimeline
Bleakley Financial Group, LLC44,539$7.33M0.09%-5213F-HRTimeline
Farther Finance Advisors, LLC43,769$7.2M0.06%+24,89113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…43,316$7.13M0.17%+11713F-HRTimelineGroup
Accredited Investors Inc.42,995$7.08M0.31%-3,80913F-HRTimeline
Arcadia Wealth Management, LLC42,775$7.04M2.21%+1,27613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.42,307$6.96M0.04%-364,54813F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.41,232$6.79M1.13%+56213F-HRTimeline
Midwest Trust Co40,508$6.67M0.08%+2,56313F-HRTimeline
Mullaney, Keating & Wright, Inc.39,823$6.55M3.17%-49513F-HRTimeline
Aldebaran Capital, LLC39,640$6.52M4.9%-48513F-HRTimeline
Montgomery Financial Services LLC39,630$6.52M5.67%13F-HRTimeline
NewEdge Wealth, LLC38,987$6.42M0.06%-10513F-HRTimeline
MATHER GROUP, LLC.38,937$6.41M0.06%+1,45813F-HRTimeline
Key Capital Management, INC38,806$6.39M3.29%+7,53513F-HRTimeline
INVESTMENT PARTNERS, LTD.38,732$6.38M1.99%+1,08513F-HRTimeline
EP Wealth Advisors, LLC38,509$6.34M0.02%+15713F-HRTimeline
FIRST MERCHANTS CORP37,494$6.17M0.22%+2,25213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP36,928$6.08M0.04%+1,00013F-HRTimelineGroup
Simplicity Wealth,LLC36,715$6.04M0.2%-1,91813F-HRTimeline
Quantinno Capital Management LP36,033$5.93M0.01%+2,37713F-HRTimeline
Kelsey Financial, LLC36,016$5.93M4.5%+55613F-HRTimeline
Global Retirement Partners, LLC35,818$5.9M0.09%13F-HRTimeline
Councilor Wealth, LLC35,451$5.84M2.36%-46613F-HRTimeline
McAdam, LLC33,846$5.57M0.22%-9,25813F-HRTimeline
Janney Montgomery Scott LLC33,772$5.56M0.01%+113F-HRTimeline
Focus Financial Network, Inc.33,437$5.5M0.17%+42913F-HRTimeline
Falcon Wealth Planning32,213$5.3M0.34%+6,11713F-HRTimeline
Ashton Thomas Private Wealth, LLC32,174$5.3M0.11%-2,29813F-HRTimeline
LWM ADVISORS INC31,446$5.18M3.86%-1,27713F-HRTimeline
Private Advisor Group, LLC31,266$5.15M0.02%-24,21413F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/30,693$5.05M<0.01%013F-HRTimeline
Community Bank, N.A.30,065$4.95M0.53%-1,39713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA29,976$4.93M0.02%+2,30013F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC29,644$4.92M0.76%-8,64413F-HRTimelineGroup
VestGen Advisors, LLC29,798$4.9M0.14%-38413F-HRTimeline
Widmann Financial Services, Inc.29,787$4.9M2.63%+2,10313F-HRTimeline
Auour Investments LLC29,101$4.79M1.37%+1813F-HRTimeline
Orion Porfolio Solutions, LLC29,028$4.78M0.04%-3,03513F-HRTimeline
ARK & TLK INVESTMENTS, LLC28,477$4.69M1.16%013F-HRTimeline
CITY HOLDING CO28,459$4.68M0.53%+1,45513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding28,450$4.68M-10,647Timeline
BRIDGES INVESTMENT MANAGEMENT INC27,880$4.59M0.06%+3213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…27,518$4.53M0.04%+21,74413F-HRTimelineGroup
FULLER & THALER ASSET MANAGEMENT, INC.27,223$4.48M0.01%-14,71613F-HRTimeline
EARNEST PARTNERS LLC27,210$4.48M0.02%-34,39613F-HRTimeline
J.W. COLE ADVISORS, INC.27,136$4.47M0.08%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC26,936$4.43M0.13%+5313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,117$4.3M<0.01%-13,24513F-HRTimelineGroup
Connecticut Wealth Management, LLC26,054$4.29M0.16%-213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd25,992$4.28M0.06%new13F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC25,829$4.25M0.24%+8313F-HRTimeline
MSH Capital Advisors LLC24,826$4.09M0.71%+56513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC24,658$4.06M0.28%+1,30313F-HRTimeline
ALLIANCEBERNSTEIN L.P.27,744$4.04M<0.01%+8,61413F-HRTimeline
HBK Sorce Advisory LLC23,675$4.04M0.08%-40913F-HRTimeline
Sigma Planning Corp24,464$4.03M0.1%+20213F-HRTimeline
Midwest Professional Planners, LTD.23,809$3.92M0.77%new13F-HRTimeline
Brady Martz Wealth Solutions, LLC23,696$3.9M0.59%-47813F-HRTimeline
SAGE FINANCIAL GROUP INC23,453$3.86M0.21%-51013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC23,289$3.83M0.18%+88813F-HRTimelineGroup
Eukles Asset Management22,963$3.78M1.56%+1,83513F-HRTimeline
NUANCE INVESTMENTS, LLC22,856$3.76M0.64%-2,58413F-HRTimeline
AMARILLO NATIONAL BANK22,592$3.72M0.6%013F-HRTimeline
EQUITABLE TRUST CO22,541$3.71M0.15%+43613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS22,525$3.71M0.13%+1,31913F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP22,301$3.67M0.04%-28713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC22,219$3.66M0.01%+72713F-HRTimelineGroup
Private Wealth Asset Management, LLC22,070$3.63M0.35%-1,72313F-HRTimeline
VANCE WEALTH, LLC21,955$3.61M0.81%-1,41013F-HRTimeline
Hapanowicz & Associates Financial Servi…21,935$3.61M1.12%-11513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,621$3.56M<0.01%+10,81013F-HRTimelineGroup
Financial Engines Advisors L.L.C.21,593$3.55M0.01%+3913F-HRTimeline
CONDOR CAPITAL MANAGEMENT21,586$3.55M0.27%-33013F-HRTimeline
Whitegate Investment Counselors, Inc.21,394$3.52M1%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding21,035$3.46M-34,305Timeline
Advisory Services Network, LLC20,972$3.45M0.04%+32813F-HRTimeline
First Pacific Financial20,950$3.45M0.41%-52313F-HRTimeline