Skip to content
Disclosery

IWS ISHARES TR

Follow

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
GREAT VALLEY ADVISOR GROUP, INC.20,897$3.44M0.05%-25113F-HRTimeline
STOCK YARDS BANK & TRUST CO20,875$3.44M0.1%-69313F-HR/ATimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding20,809$3.43M-4,916Timeline
KENNEDY CAPITAL MANAGEMENT LLC20,805$3.42M0.06%-17,18813F-HRTimeline
FAS Wealth Partners, Inc.20,657$3.4M0.18%-7813F-HRTimeline
Q3 Asset Management20,541$3.38M0.62%+1,99013F-HRTimeline
Atlas Brown,Inc.20,039$3.3M0.89%-20413F-HRTimeline
Millstone Evans Group, LLC19,763$3.25M1.76%-2,59013F-HRTimeline
Wealthspire Advisors, LLC19,288$3.17M0.02%+1,54613F-HRTimeline
Strategic Blueprint, LLC19,284$3.17M0.16%+74913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO19,130$3.15M0.01%013F-HRTimelineGroup
BRIGHTON JONES LLC19,031$3.13M0.06%+9713F-HRTimeline
Capital Squared Financial LLC18,600$3.06M2%-13113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,354$3.02M<0.01%+41413F-HRTimelineGroup
Beacon Pointe Advisors, LLC18,262$3.01M0.01%+87713F-HRTimeline
WESBANCO BANK INC18,223$3M0.07%-813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …18,155$2.99M<0.01%-1,41513F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,145$2.99M0.14%-52313F-HRTimeline
Bryn Mawr Trust Advisors, LLC18,127$2.98M0.13%+4,43413F-HRTimeline
IFP Advisors, Inc17,965$2.96M0.05%+3,30613F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding17,960$2.96M-183Timeline
KMG FIDUCIARY PARTNERS, LLC17,912$2.95M0.27%-32,58613F-HRTimeline
BLAIR WILLIAM & CO/IL17,892$2.94M0.01%-1613F-HRTimeline
Telos Capital Management, Inc.17,820$2.93M0.26%-66913F-HRTimeline
HUB Investment Partners, LLC17,797$2.93M0.05%+16113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC17,580$2.91M0.05%013F-HRTimeline
Geneos Wealth Management Inc.17,444$2.87M0.06%-16013F-HRTimeline
Heck Capital Advisors, LLC17,216$2.83M0.17%-2,51513F-HRTimeline
Wilmington Savings Fund Society, FSB17,167$2.83M0.06%+4,36613F-HRTimeline
LMG Wealth Partners, LLC17,142$2.82M0.45%013F-HRTimeline
Parallel Advisors, LLC17,093$2.81M0.04%-75113F-HRTimeline
Compound Planning, Inc.17,084$2.81M0.07%+313F-HRTimeline
WHITTIER TRUST CO16,926$2.81M0.03%-69113F-HRTimeline
Pointe Capital Management LLC16,865$2.78M1.24%+1,50313F-HRTimeline
Ironwood Investment Counsel, LLC16,336$2.69M0.35%-54213F-HRTimeline
Allegheny Financial Group16,283$2.68M0.28%-40813F-HRTimeline
Noble Family Wealth, LLC16,244$2.67M0.48%-58113F-HRTimeline
Ballentine Partners, LLC16,196$2.67M0.03%-2113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,074$2.65M<0.01%+9713F-HRTimelineGroup
BANK OF HAWAII15,971$2.63M0.13%-92013F-HRTimeline
MATTERS CAPITAL LLC15,752$2.59M1.81%+613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,618$2.57M<0.01%new13F-HRTimelineGroup
Sequent Asset Management, LLC15,536$2.56M1.08%013F-HRTimeline
RWA WEALTH PARTNERS, LLC15,112$2.49M0.02%-3413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC14,640$2.41M<0.01%-88713F-HRTimelineGroup
Peloton Wealth Strategists14,623$2.41M0.89%+69213F-HRTimeline
QUADRANT CAPITAL GROUP LLC14,474$2.38M0.07%-2,74913F-HRTimeline
Nvest Financial, LLC14,458$2.38M0.75%+48613F-HRTimeline
TUDOR INVESTMENT CORP ET AL14,381$2.37M0.01%+12,54813F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC14,339$2.36M0.34%+16113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management14,212$2.34M0.3%-78313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.14,083$2.32M<0.01%+5,44013F-HRTimelineGroup
Meridian Wealth Management, LLC14,009$2.31M0.07%-18913F-HRTimeline
Goelzer Investment Management, Inc.13,956$2.3M0.1%-38513F-HRTimeline
BHK Investment Advisors, LLC13,873$2.28M0.68%+27713F-HRTimeline
Tradition Wealth Management, LLC13,781$2.27M0.14%013F-HRTimeline
Cresset Asset Management, LLC13,602$2.24M0.01%-86513F-HRTimeline
Horst & Graben Wealth Management LLC13,469$2.22M0.29%-6513F-HRTimeline
HRT FINANCIAL LP13,400$2.21M<0.01%+1,66613F-HRTimeline
Arkadios Wealth Advisors13,343$2.2M0.03%-1,27013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC13,270$2.18M<0.01%-30,93013F-HRTimeline
CHOREO, LLC13,238$2.18M0.02%-1,13813F-HRTimeline
Beacon Bank & Trust12,960$2.13M0.41%-46713F-HR/ATimeline
D.A. DAVIDSON & CO.12,867$2.12M0.01%+38513F-HRTimeline
Kingsview Wealth Management, LLC12,789$2.11M0.03%-20113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,270$2.03M0.02%-58313F-HRTimelineGroup
Csenge Advisory Group12,221$2.01M0.08%+11713F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA11,837$1.95M0.05%013F-HRTimelineGroup
National Philanthropic Trust11,736$1.93M0.03%+3,21413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,702$1.93M0.05%+6,02313F-HRTimelineGroup
Eagle Strategies LLC11,673$1.92M0.19%-34513F-HRTimeline
Walsh & Associates, LLC11,665$1.92M1.57%+2,55313F-HRTimeline
Intrepid Financial Planning Group LLC11,581$1.91M0.65%-28713F-HRTimeline
Naviter Wealth, LLC11,521$1.9M0.17%+31013F-HRTimeline
COURIER CAPITAL LLC11,489$1.89M0.09%+1813F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp11,476$1.89M<0.01%-16,17013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC11,322$1.86M0.03%+38413F-HRTimeline
Vertrix Wealth Management, LLC11,268$1.85M0.62%-84413F-HRTimeline
INSIGHT 2811, INC.11,213$1.85M0.75%+99413F-HRTimeline
Summit Financial, LLC11,170$1.84M0.02%+3,62213F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC11,001$1.81M0.04%-44713F-HRTimelineGroup
Aptus Capital Advisors, LLC10,994$1.81M0.01%-75313F-HRTimeline
TRUST POINT INC.10,991$1.81M0.15%+913F-HRTimeline
MWA Asset Management10,983$1.81M0.82%-29813F-HRTimeline
Legacy Bridge, LLC10,950$1.8M0.56%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,839$1.78M0.12%+2,29213F-HRTimeline
Pacific Sun Financial Corp10,732$1.77M0.73%-14513F-HRTimeline
Secure Asset Management, LLC10,719$1.76M0.25%-84313F-HRTimeline
Ausdal Financial Partners, Inc.10,694$1.76M0.07%-4413F-HRTimeline
Merit Financial Group, LLC10,693$1.76M0.01%+27313F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,685$1.76M0.02%-1,07513F-HRTimelineGroup
Affinity Capital Advisors, LLC10,358$1.72M0.21%013F-HRTimeline
Performance Wealth Partners, LLC10,423$1.72M0.04%-11713F-HRTimeline
Broadview Financial Management, LLC10,397$1.71M1.05%-3713F-HRTimeline
Pure Financial Advisors, LLC10,360$1.71M0.02%-99213F-HRTimeline
Bedel Financial Consulting, Inc.10,294$1.69M0.16%+12413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC10,038$1.65M0.05%-40613F-HRTimelineGroup
Argent Trust Co10,046$1.65M0.05%+7,70013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,004$1.65M-3,992Timeline
BRADLEY FOSTER & SARGENT INC/CT9,979$1.64M0.02%+8813F-HRTimeline
MFA WEALTH ADVISORS, LLC9,882$1.63M0.28%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,733$1.6M<0.01%-32013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.9,720$1.6M0.14%+7913F-HR/ATimeline
GRANVILLE CAPITAL, INC.9,701$1.6M0.71%013F-HRTimeline
Ponta Wealth Partners, LLC9,650$1.59M0.85%013F-HRTimeline
Prospera Financial Services Inc9,554$1.57M0.02%-16413F-HRTimeline
SageView Advisory Group, LLC9,455$1.56M0.05%-8413F-HRTimeline
Galvin, Gaustad & Stein, LLC9,454$1.56M0.12%+7,61313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,453$1.56M<0.01%-5513F-HRTimelineGroup
LUTS & GREENLEIGH GROUP, INC.9,307$1.53M1.16%-513F-HRTimeline
SONATA CAPITAL GROUP INC9,301$1.53M0.49%+25013F-HRTimeline
Global Trust Wealth Management LLC9,291$1.53M1.05%+1,55113F-HRTimeline
Gladstone Institutional Advisory LLC9,262$1.52M0.05%+8513F-HRTimeline
Bluespring Wealth Management, LLC9,208$1.52M0.03%+7,40013F-HRTimeline
Wealthfront Advisers LLC9,201$1.51M<0.01%-3,94413F-HRTimeline
Prime Capital Investment Advisors, LLC9,151$1.51M0.01%+4,23113F-HRTimeline
Clearwave Capital, LLC9,136$1.5M0.83%-58213F-HRTimeline
PRIVATE TRUST CO NA9,103$1.5M0.12%+21713F-HRTimeline
Sequoia Financial Advisors, LLC9,068$1.49M0.01%+1,14613F-HRTimeline
FWG Investments, LLC.8,914$1.47M0.78%-1,12713F-HRTimeline
Clarion Wealth Managment Partners, LLC8,877$1.46M1.18%-9913F-HRTimeline
COZAD ASSET MANAGEMENT INC8,813$1.45M0.09%+34713F-HRTimeline
HB Wealth Management, LLC8,701$1.43M0.01%+9013F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC8,683$1.43M0.93%+77013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.8,604$1.42M1.27%-13713F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…8,563$1.42M0.46%+44013F-HRTimeline
First National Trust Co8,519$1.4M0.05%-38613F-HRTimeline
Evensky & Katz LLC8,343$1.37M0.07%+2513F-HRTimeline
SAXON INTERESTS, INC.8,283$1.36M0.38%+1,95913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,191$1.35M0.01%+2613F-HRTimelineGroup
Asempa Wealth Advisors8,172$1.35M1.03%-11713F-HRTimeline
Financial Guidance Group, Inc.8,103$1.33M0.5%-1,51313F-HRTimeline
RENASANT BANK8,075$1.33M0.85%+1,87813F-HRTimeline
Strategic Family Wealth Counselors, L.L…7,999$1.32M0.31%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,977$1.31M0.02%-87413F-HRTimeline
REBALANCE, LLC7,957$1.31M0.07%+2413F-HRTimeline
Belpointe Asset Management LLC7,945$1.31M0.04%-33513F-HRTimeline
Fortis Capital Advisors, LLC7,945$1.31M0.15%-33513F-HRTimeline
Ipswich Investment Management Co., Inc.7,920$1.3M0.28%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC7,849$1.29M0.09%-4813F-HRTimeline
Glenview Trust Co7,760$1.28M0.02%+513F-HR/ATimeline
Vise Technologies, Inc.7,730$1.27M0.01%+2,70713F-HRTimeline
Quest 10 Wealth Builders, Inc.7,626$1.26M0.98%+25413F-HRTimeline
ADE, LLC7,579$1.25M0.53%+513F-HRTimeline
NORDEN GROUP LLC7,569$1.25M0.1%-1,99013F-HRTimeline
Warwick Investment Management, Inc.7,525$1.24M0.14%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7,516$1.24M0.01%-3713F-HRTimelineGroup
TCW GROUP INCin group TCW GROUP INC7,425$1.22M0.01%-5,92013F-HRTimelineGroup
HOME FEDERAL BANK OF TENNESSEE7,421$1.22M0.26%-313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD7,400$1.22M<0.01%-5,20013F-HRTimelineGroup
GREENLEAF TRUST7,393$1.22M0.01%+69313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,393$1.22M0.02%+26913F-HRTimelineGroup
Cornerstone Wealth Management, LLC7,372$1.21M0.05%-513F-HRTimeline
Causey Wealth LLC7,366$1.21M0.47%-79013F-HRTimeline
Sound View Wealth Advisors Group, LLC7,253$1.19M0.07%013F-HRTimeline
NorthRock Partners, LLC7,250$1.19M0.02%-15313F-HRTimeline
Five Oceans Advisors7,166$1.18M0.38%013F-HRTimeline
KINTRA WEALTH, LLC6,711$1.16M0.06%+3,11213F-HRTimeline
PKS Advisory Services, LLC7,056$1.16M0.19%new13F-HRTimeline
Friday Financial6,966$1.15M0.31%+11413F-HRTimeline
Foundations Investment Advisors, LLC6,984$1.15M0.01%-57813F-HRTimeline
PRIVATE MANAGEMENT GROUP INC6,978$1.15M0.03%+7613F-HRTimeline
Truepoint, Inc.6,964$1.15M0.02%-1,00213F-HRTimeline
INTRUST BANK NA6,955$1.14M0.08%013F-HRTimeline
Intergy Private Wealth, LLC6,926$1.14M0.26%013F-HRTimeline
LANARK FINANCIAL, INC.6,865$1.13M0.08%-19713F-HRTimeline
Mutual Advisors, LLC6,858$1.13M0.02%-6813F-HRTimeline
Advisors Capital Management, LLC6,840$1.13M0.01%+3,10513F-HRTimeline
BAILARD, INC.6,809$1.12M0.02%-7013F-HRTimeline
Roberts Financial Services LLC6,797$1.12M0.33%-23913F-HRTimeline
Baltimore-Washington Financial Advisors…6,765$1.11M0.04%+113F-HRTimeline
Keel Point, LLC6,742$1.11M0.07%-9313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…6,691$1.1M<0.01%-1,85513F-HRTimeline
Avior Wealth Management, LLC6,639$1.09M0.03%-24613F-HRTimeline
SACKS & ASSOCIATES, LLC6,498$1.09M0.73%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.6,555$1.08M0.04%-85613F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…6,555$1.08M0.02%+1713F-HRTimelineGroup
Viewpoint Capital Management LLC6,522$1.07M0.55%-77713F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding6,510$1.07M-81Timeline
Global Wealth Management Investment Adv…6,490$1.07M0.15%-1,09213F-HRTimeline
B. Riley Wealth Advisors, Inc.6,463$1.07M0.06%+54713F-HRTimeline
DAVENPORT & Co LLC6,459$1.06M0.01%-3013F-HRTimeline
MCF Advisors LLC6,419$1.06M0.04%+113F-HRTimeline
Rehmann Capital Advisory Group6,325$1.04M0.05%-5,76813F-HRTimeline
Harbour Capital Advisors, LLC6,150$1.02M0.19%013F-HRTimeline
Stegner Investment Associates Inc.6,181$1.02M0.48%+1,15513F-HRTimeline
STAR Financial Bank6,180$1.02M0.41%-13413F-HRTimeline
Auxano Advisors, LLC6,168$1.02M0.19%013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC6,124$1.01M0.19%+1913F-HRTimeline
Prosperity Planning, Inc.6,086$1M0.23%-1613F-HRTimeline
Tranquility Partners, LLC6,040$994K0.34%-92713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO6,012$990K<0.01%+72613F-HRTimelineGroup
IHT Wealth Management, LLC5,872$967K0.02%-2013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,850$963K0.01%-9713F-HRTimelineGroup
FLOW TRADERS U.S. LLC5,845$962K0.04%new13F-HRTimeline
Revolve Wealth Partners, LLC5,836$961K0.1%-11613F-HRTimeline
Crescent Grove Advisors, LLC5,814$957K0.08%013F-HRTimeline
IFG Advisory, LLC5,745$946K0.03%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,730$943K0.2%-78813F-HRTimeline
Camelot Portfolios, LLC5,708$940K0.67%-5,87113F-HRTimeline