Skip to content
Disclosery

IWS ISHARES TR

Follow

ETF (fund)

937 managers (949 13F filers) reported a position in IWS shares at 2024-12-31, 84,077,955 shares in all. 60 filers opened a position and 32 filers sold out during the quarter.

Managers
937
13F filers
949
New
60
Added
301
Reduced
268
Sold out
32
Shares held by filers
84,077,955

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CHOREO, LLC19,383$2.51M0.04%+14913F-HRTimeline
Sigma Planning Corp19,170$2.48M0.08%+87113F-HRTimeline
Independent Advisor Alliance18,670$2.41M0.03%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC18,600$2.41M0.03%-1513F-HRTimeline
EQUITABLE TRUST CO18,469$2.39M0.13%new13F-HRTimeline
Strive Asset Management, LLC18,438$2.38M1.79%13F-HRTimeline
WESBANCO BANK INC18,347$2.37M0.08%+2113F-HRTimeline
AdvisorNet Financial, Inc18,286$2.37M0.2%+1,59913F-HRTimeline
WHITTIER TRUST CO18,083$2.34M0.03%-1513F-HRTimeline
B. Riley Wealth Advisors, Inc.17,905$2.32M0.08%-95713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC17,825$2.31M0.06%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding17,768$2.3M-29Timeline
VANGUARD GROUP INCin group VANGUARD GROUP INC17,532$2.27M<0.01%-29613F-HRTimelineGroup
Telos Capital Management, Inc.17,143$2.22M0.24%+6613F-HRTimeline
Csenge Advisory Group16,971$2.19M0.12%-1,29913F-HRTimeline
Goelzer Investment Management, Inc.16,959$2.19M0.13%-24513F-HRTimeline
Ashton Thomas Private Wealth, LLC16,861$2.18M0.08%-21513F-HRTimeline
Financial Engines Advisors L.L.C.16,650$2.15M<0.01%+22413F-HRTimeline
Summit Financial, LLC16,460$2.13M0.07%-22,28713F-HRTimeline
FineMark National Bank & Trust16,372$2.12M0.07%+1,68513F-HRTimeline
United Asset Strategies, Inc.16,352$2.12M0.19%+19513F-HRTimeline
Performance Wealth Partners, LLC16,305$2.11M0.07%-40813F-HRTimeline
Ballentine Partners, LLC16,161$2.09M0.04%-22513F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC16,133$2.09M0.14%+42613F-HRTimelineGroup
SageView Advisory Group, LLC16,127$2.09M0.09%+57013F-HRTimeline
FINANCIAL COUNSELORS INC16,054$2.08M0.03%-42013F-HRTimeline
Freedom Investment Management, Inc.16,017$2.07M0.17%-18013F-HRTimeline
Wealthspire Advisors, LLC16,011$2.07M0.02%+4,16713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC15,914$2.06M<0.01%+1,35513F-HRTimelineGroup
Sequent Asset Management, LLC15,536$2.01M0.99%new13F-HRTimeline
TFB Advisors LLC15,534$2.01M0.57%-22513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,110$1.95M0.14%-24113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…14,478$1.94M<0.01%+31113F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC14,474$1.87M0.13%013F-HRTimeline
Horst & Graben Wealth Management LLC14,315$1.85M0.33%-17613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …13,958$1.81M0.15%+10,85413F-HR/ATimeline
WCG Wealth Advisors LLC13,829$1.79M0.12%+56413F-HRTimeline
Tradition Wealth Management, LLC13,781$1.78M0.16%013F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE13,768$1.78M0.53%-15913F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp13,545$1.76M<0.01%+5,70113F-HRTimelineGroup
Peloton Wealth Strategists13,592$1.76M0.71%+12313F-HRTimeline
ALLIANCEBERNSTEIN L.P.13,347$1.73M<0.01%-90513F-HRTimeline
Franklin Resourcesgroup of 2 filers holding13,306$1.72M+135Timeline
Beacon Pointe Advisors, LLC13,193$1.71M0.02%+65113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13,165$1.7M0.1%-95013F-HRTimelineGroup
Cresset Asset Management, LLC13,020$1.68M0.01%-9,41813F-HRTimeline
D.A. DAVIDSON & CO.12,981$1.68M0.01%-27813F-HRTimeline
BHK Investment Advisors, LLC12,661$1.64M0.61%-37313F-HRTimeline
Intrepid Financial Planning Group LLC12,585$1.63M0.69%-41813F-HRTimeline
Rehmann Capital Advisory Group12,525$1.62M0.1%+36913F-HRTimeline
Park Place Capital Corp12,468$1.61M0.45%+99813F-HRTimeline
Integrated Wealth Concepts LLC12,370$1.6M0.02%+4,76213F-HRTimeline
Eagle Strategies LLC12,298$1.59M0.28%-10013F-HRTimeline
Wealthfront Advisers LLC12,216$1.58M<0.01%+2,59113F-HR/ATimeline
Beacon Bank & Trust12,128$1.57M0.36%-54413F-HRTimeline
BANK OF HAWAII12,086$1.56M0.09%+1,83713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp11,926$1.54M0.1%new13F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC11,900$1.54M<0.01%new13F-HRTimeline
MWA Asset Management11,876$1.54M1.02%+18713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.11,798$1.53M0.16%+24413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,735$1.52M0.05%+3,89613F-HRTimelineGroup
Pacific Sun Financial Corp11,674$1.51M0.82%-28013F-HRTimeline
STAR Financial Bank11,673$1.51M1.09%-1,47113F-HRTimeline
Affinity Capital Advisors, LLC11,638$1.51M0.28%+15013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,605$1.5M<0.01%+2,86113F-HRTimelineGroup
Stonegate Investment Group, LLC11,561$1.5M0.04%+30213F-HRTimeline
Kingsview Wealth Management, LLC11,539$1.49M0.03%+48813F-HRTimeline
Trivium Point Advisory, LLC11,503$1.49M0.19%-1,06213F-HRTimeline
Pure Financial Advisors, LLC11,424$1.48M0.03%-25713F-HRTimeline
Naviter Wealth, LLC11,407$1.48M0.18%new13F-HRTimeline
Aptus Capital Advisors, LLC11,367$1.47M0.02%-12413F-HRTimeline
Washington Trust Bank11,321$1.46M0.14%+5,02913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TD PRIVATE CLIENT WEALTH LLC11,278$1.46M0.04%-1,65213F-HRTimeline
Coppell Advisory Solutions LLC11,282$1.46M0.2%+10,55613F-HRTimeline
Bedel Financial Consulting, Inc.10,874$1.45M0.2%+28913F-HRTimeline
Roberts Financial Services LLC11,197$1.45M0.27%+67913F-HRTimeline
Advisory Services Network, LLC11,183$1.45M0.03%+30113F-HRTimeline
GeoWealth Management, LLC11,126$1.44M0.05%+65913F-HRTimeline
Causey Wealth LLC11,115$1.44M0.84%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,017$1.42M0.03%+5,81413F-HRTimeline
My Legacy Advisors, LLC10,785$1.42M0.55%+53113F-HRTimeline
Broadview Financial Management, LLC10,875$1.41M1.01%-3,01613F-HRTimeline
RENASANT BANK10,835$1.4M0.91%+5713F-HRTimeline
American Trust10,801$1.4M0.11%new13F-HRTimeline
Legacy Bridge, LLC10,781$1.39M0.73%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…10,544$1.36M<0.01%+2,49213F-HR/ATimeline
Prospera Financial Services Inc10,424$1.35M0.03%-1,17813F-HRTimeline
NORDEN GROUP LLC10,384$1.34M0.15%013F-HRTimeline
INSIGHT 2811, INC.10,376$1.34M0.69%+22113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS10,369$1.34M0.05%-17513F-HRTimelineGroup
Callan Family Office, LLC10,360$1.34M0.09%-43313F-HRTimeline
COURIER CAPITAL LLC10,348$1.34M0.09%013F-HRTimeline
Ausdal Financial Partners, Inc.10,027$1.3M0.11%+2,40513F-HRTimeline
Financial Guidance Group, Inc.9,893$1.28M0.7%-25113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO9,741$1.26M0.01%013F-HRTimelineGroup
Evensky & Katz LLC9,499$1.23M0.08%+4213F-HRTimeline
National Philanthropic Trust9,466$1.22M0.02%013F-HRTimeline
GREENLEAF TRUST9,441$1.22M0.01%-70013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT9,389$1.21M0.02%+1,00013F-HRTimeline
SONATA CAPITAL GROUP INC9,211$1.19M0.49%013F-HRTimeline
Meridian Wealth Management, LLC9,161$1.18M0.06%+7513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,031$1.17M0.02%013F-HRTimelineGroup
PRIVATE TRUST CO NA9,023$1.17M0.12%+53513F-HRTimeline
Gladstone Institutional Advisory LLC9,019$1.17M0.05%+33613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,881$1.16M0.02%-1,00013F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC8,860$1.15M0.08%-88213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,845$1.14M0.01%-20113F-HRTimelineGroup
Viewpoint Capital Management LLC8,839$1.14M0.6%-4013F-HRTimeline
Allegheny Financial Group8,791$1.14M0.29%+1,41513F-HRTimeline
First National Trust Co8,734$1.13M0.04%013F-HRTimeline
Truepoint, Inc.8,719$1.13M0.03%-15313F-HRTimeline
Wilmington Savings Fund Society, FSB8,693$1.12M0.02%013F-HRTimeline
MCF Advisors LLC8,689$1.12M0.08%+1,18613F-HRTimeline
FWG Investments, LLC.8,673$1.12M0.87%+8313F-HRTimeline
COZAD ASSET MANAGEMENT INC8,623$1.12M0.1%+2,22013F-HRTimeline
TRUST POINT INC.8,578$1.11M0.08%013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.8,545$1.11M1.09%+7913F-HRTimeline
SOL Capital Management CO8,411$1.09M0.12%-5013F-HRTimeline
COUNTRY CLUB BANK8,417$1.09M0.07%-2,02513F-HRTimeline
CENTRAL TRUST Co8,286$1.07M0.03%+9813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,231$1.06M0.04%-4913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management8,198$1.06M0.02%+75113F-HRTimelineGroup
Pointe Capital Management LLC8,166$1.06M0.61%+10313F-HR/ATimeline
Warwick Investment Management, Inc.8,081$1.05M0.22%-4113F-HRTimeline
NorthRock Partners, LLC8,049$1.04M0.03%+43113F-HR/ATimeline
Glenview Trust Co7,962$1.03M0.02%-8,81613F-HRTimeline
Strategic Family Wealth Counselors, L.L…7,850$1.02M0.33%013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding7,858$1.01M+3,372Timeline
Q3 Asset Management7,789$1.01M0.63%-62013F-HRTimeline
Thomasville National Bank7,697$996K0.07%-46113F-HRTimeline
Cadence Bank7,691$995K0.07%-6,30013F-HRTimeline
SAXON INTERESTS, INC.7,628$987K0.43%-9913F-HRTimeline
Mutual Advisors, LLC7,380$981K0.03%+33913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,524$973K0.03%+2,61413F-HRTimelineGroup
Foundations Investment Advisors, LLC7,453$964K0.02%-1,19413F-HRTimeline
Cornerstone Wealth Management, LLC7,447$963K0.07%+5913F-HRTimeline
Sequoia Financial Advisors, LLC7,442$963K0.01%-3,26613F-HR/ATimeline
Baltimore-Washington Financial Advisors…7,436$962K0.05%+213F-HRTimeline
Prossimo Advisors, LLC7,387$955K0.69%-413F-HRTimeline
ADE, LLC7,362$952K0.58%+43013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC7,359$952K0.03%013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/7,346$950K1.12%013F-HRTimeline
Five Oceans Advisors7,256$939K0.43%013F-HRTimeline
Sound View Wealth Advisors Group, LLC7,253$938K0.08%+21013F-HRTimeline
IFP Advisors, Inc7,248$937K0.03%+1913F-HRTimeline
Global Wealth Management Investment Adv…7,203$932K0.19%-10013F-HRTimeline
Tranquility Partners, LLC7,107$919K0.35%013F-HRTimeline
Intergy Private Wealth, LLC7,106$919K0.34%+413F-HRTimeline
INTRUST BANK NA6,955$900K0.09%013F-HRTimeline
Arax Advisory Partners6,950$899K0.06%+5,82313F-HRTimeline
BAILARD, INC.6,909$894K0.02%013F-HRTimeline
Graypoint LLC6,884$890K0.05%013F-HRTimeline
REBALANCE, LLC6,865$888K0.07%+3113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,813$881K<0.01%+2,10813F-HRTimelineGroup
Avior Wealth Management, LLC6,666$862K0.03%-1,00213F-HRTimeline
Busey Bank6,656$861K0.03%013F-HRTimeline
Auxano Advisors, LLC6,649$860K0.22%+113F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…6,609$855K0.21%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding6,577$851K-934Timeline
Parkshore Wealth Management, Inc.6,543$846K0.51%13F-HRTimeline
Global Trust Asset Management, LLC6,521$843K0.32%-5613F-HRTimeline
Revolve Wealth Partners, LLC6,439$833K0.12%+12413F-HR/ATimeline
Arkadios Wealth Advisors6,312$816K0.04%+23613F-HRTimeline
Prosperity Planning, Inc.6,225$805K0.26%-7513F-HRTimeline
CW Advisors, LLC6,200$802K0.01%+80013F-HRTimeline
Harbour Capital Advisors, LLC6,150$801K0.18%013F-HRTimeline
Linscomb Wealth, Inc.6,171$798K0.04%-22913F-HRTimeline
Heck Capital Advisors, LLC6,167$798K0.09%new13F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,139$794K+46Timeline
Ballew Advisors, Inc6,118$789K0.5%+1013F-HRTimeline
IHT Wealth Management, LLC6,028$780K0.03%+24713F-HRTimeline
MYCIO WEALTH PARTNERS, LLC5,989$775K0.19%+2713F-HRTimeline
Stegner Investment Associates Inc.5,978$773K0.51%-2213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Carlton Hofferkamp & Jenks Wealth Manag…5,723$766K0.28%+22613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,911$765K-211Timeline
StoneX Group Inc.in group StoneX Group Inc.5,873$760K0.04%+2,57613F-HR/ATimelineGroup
Crescent Grove Advisors, LLC5,814$752K0.07%013F-HRTimeline
DIVERSIFIED TRUST CO5,812$752K0.02%-66413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,733$741K0.01%013F-HR/ATimelineGroup
IEQ CAPITAL, LLC5,724$740K0.01%-15113F-HRTimeline
ROMANO BROTHERS AND COMPANY5,718$740K0.09%013F-HRTimeline
Port Capital LLC5,681$735K0.03%-53413F-HRTimeline
Vantage Financial Partners, LLC5,631$728K0.18%-70113F-HRTimeline
Gryphon Financial Partners LLC5,584$722K0.1%+43413F-HRTimeline
Stonebridge Financial Planning Group, L…5,565$720K0.32%+10713F-HRTimeline
HB Wealth Management, LLC5,467$707K0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/5,369$694K0.33%-21213F-HRTimelineGroup
Perennial Investment Advisors, LLC5,363$693K0.08%+4313F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,309$687K0.01%+59713F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,300$686K0.02%+2413F-HRTimelineGroup
World Investment Advisors5,275$682K0.02%+3,36313F-HRTimeline
REGIMEN WEALTH, LLC5,252$679K0.22%+2413F-HRTimeline
Quest 10 Wealth Builders, Inc.5,222$675K0.67%13F-HRTimeline
One Day In July LLC5,168$668K0.07%+14713F-HRTimeline
Mathes Company, Inc.5,145$665K0.24%013F-HRTimeline
Aveo Capital Partners, LLC5,122$662K0.07%-67313F-HRTimeline
WILLNER & HELLER, LLC5,085$658K0.58%-37813F-HRTimeline
EVOKE WEALTH, LLC5,073$656K0.02%013F-HRTimeline
Cordant, Inc.5,042$652K0.34%-18813F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,040$652K0.02%013F-HRTimeline