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Disclosery

IWS ISHARES TR

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ETF (fund)

914 managers (927 13F filers) reported a position in IWS shares at 2025-03-31, 84,118,761 shares in all. 50 filers opened a position and 61 filers sold out during the quarter.

Managers
914
13F filers
927
New
50
Added
253
Reduced
351
Sold out
61
Shares held by filers
84,118,761

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Whitegate Investment Counselors, Inc.19,817$2.5M0.89%013F-HRTimeline
Auour Investments LLC20,314$2.49M0.9%-10,09213F-HRTimeline
BRIGHTON JONES LLC19,626$2.47M0.08%-1,04413F-HRTimeline
Eukles Asset Management19,355$2.44M1.07%-19313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO18,845$2.37M0.02%+9,10413F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC18,818$2.37M0.03%+21813F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.18,738$2.36M0.01%-35,97313F-HRTimeline
AdvisorNet Financial, Inc18,453$2.32M0.17%+16713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.18,346$2.31M<0.01%-14,00713F-HRTimelineGroup
CHOREO, LLC18,290$2.3M0.04%-1,09313F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC18,185$2.29M0.14%+2,05213F-HRTimelineGroup
WESBANCO BANK INC18,147$2.29M0.08%-20013F-HRTimeline
WHITTIER TRUST CO18,083$2.28M0.03%013F-HRTimeline
Telos Capital Management, Inc.17,985$2.27M0.25%+84213F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC17,804$2.24M<0.01%+27213F-HRTimelineGroup
Washington Trust Bank17,597$2.22M0.22%+6,27613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FINANCIAL COUNSELORS INC17,570$2.21M0.03%+1,51613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC17,494$2.2M0.06%-33113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,981$2.14M<0.01%-6,64813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,061$2.12M<0.01%+1,58313F-HR/ATimelineGroup
United Asset Strategies, Inc.16,714$2.11M0.2%+36213F-HRTimeline
Ashton Thomas Private Wealth, LLC16,713$2.11M0.08%-14813F-HRTimeline
Goelzer Investment Management, Inc.16,495$2.08M0.12%-46413F-HR/ATimeline
Financial Engines Advisors L.L.C.16,337$2.06M<0.01%-31313F-HRTimeline
Strive Asset Management, LLC16,240$2.05M1.42%-2,19813F-HR/ATimeline
Ballentine Partners, LLC16,161$2.04M0.04%013F-HRTimeline
TFB Advisors LLC15,927$2.01M0.58%+39313F-HRTimeline
Sequent Asset Management, LLC15,536$1.96M1.09%013F-HRTimeline
SageView Advisory Group, LLC15,358$1.93M0.08%-76913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding15,325$1.93M-2,443Timeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management15,170$1.91M0.31%13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC15,127$1.91M<0.01%-78713F-HRTimelineGroup
Cresset Asset Management, LLC14,945$1.88M0.01%+1,92513F-HRTimeline
Freedom Investment Management, Inc.14,764$1.86M0.16%-1,25313F-HRTimeline
QUADRANT CAPITAL GROUP LLC14,474$1.82M0.07%013F-HRTimeline
Beacon Bank & Trust14,467$1.82M0.44%+2,33913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,316$1.8M0.14%-79413F-HRTimeline
TradeLink Capital LLC14,100$1.78M10.97%new13F-HRTimeline
Horst & Graben Wealth Management LLC13,997$1.76M0.32%-31813F-HRTimeline
Peloton Wealth Strategists13,906$1.75M0.73%+31413F-HRTimeline
WCG Wealth Advisors LLC13,854$1.75M0.13%+2513F-HR/ATimeline
Tradition Wealth Management, LLC13,781$1.74M0.15%013F-HRTimeline
Performance Wealth Partners, LLC13,722$1.73M0.06%-2,58313F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE13,620$1.72M0.51%-14813F-HRTimeline
Franklin Resourcesgroup of 2 filers holding13,620$1.72M+314Timeline
B. Riley Wealth Advisors, Inc.13,398$1.69M0.05%-4,50713F-HRTimeline
FineMark National Bank & Trust13,392$1.69M0.06%-2,98013F-HRTimeline
Csenge Advisory Group14,149$1.67M0.09%-2,82213F-HRTimeline
Orion Porfolio Solutions, LLC12,963$1.63M0.02%-41,72513F-HRTimeline
Orion Portfolio Solutions, LLC12,963$1.63M0.02%-41,72513F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,907$1.63M0.09%-25813F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS12,779$1.61M0.07%+2,41013F-HRTimelineGroup
Intrepid Financial Planning Group LLC12,697$1.6M0.74%+11213F-HRTimeline
Eagle Strategies LLC12,628$1.59M0.28%+33013F-HRTimeline
D.A. DAVIDSON & CO.12,560$1.58M0.01%-42113F-HRTimeline
Stonegate Investment Group, LLC12,530$1.58M0.04%+96913F-HRTimeline
Rehmann Capital Advisory Group12,402$1.56M0.1%-12313F-HRTimeline
BHK Investment Advisors, LLC12,388$1.56M0.66%-27313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.12,073$1.52M0.16%+27513F-HRTimeline
Integrated Wealth Concepts LLC12,069$1.52M0.02%-30113F-HRTimeline
MWA Asset Management12,029$1.52M1.05%+15313F-HRTimeline
Aptus Capital Advisors, LLC12,021$1.51M0.02%+65413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp11,926$1.5M0.1%013F-HRTimelineGroup
Heck Capital Advisors, LLC11,604$1.46M0.16%+5,43713F-HRTimeline
Pure Financial Advisors, LLC11,578$1.46M0.03%+15413F-HRTimeline
BANK OF HAWAII11,511$1.45M0.08%-57513F-HRTimeline
Pacific Sun Financial Corp11,474$1.45M0.82%-20013F-HRTimeline
Park Place Capital Corp11,470$1.44M0.39%-99813F-HRTimeline
Beacon Pointe Advisors, LLC11,371$1.43M0.02%-1,82213F-HRTimeline
Naviter Wealth, LLC11,407$1.43M0.17%013F-HRTimeline
Trivium Point Advisory, LLC11,295$1.42M0.18%-20813F-HRTimeline
Advisory Services Network, LLC11,236$1.42M0.03%+5313F-HRTimeline
Kingsview Wealth Management, LLC11,058$1.39M0.03%-48113F-HRTimeline
Bedel Financial Consulting, Inc.10,992$1.36M0.2%+11813F-HRTimeline
Legacy Bridge, LLC10,781$1.36M0.76%013F-HRTimeline
RENASANT BANK10,778$1.36M0.9%-5713F-HRTimeline
Wealthfront Advisers LLC10,730$1.35M<0.01%-1,48613F-HRTimeline
Broadview Financial Management, LLC10,730$1.35M1.01%-14513F-HRTimeline
CW Advisors, LLC10,580$1.34M0.02%+4,38013F-HRTimeline
Mesirow Financial Investment Management…10,590$1.33M0.03%+6,68513F-HRTimeline
Prospera Financial Services Inc10,582$1.33M0.03%+15813F-HRTimeline
My Legacy Advisors, LLC10,565$1.33M0.51%-22013F-HRTimeline
NORDEN GROUP LLC10,384$1.31M0.15%013F-HRTimeline
Callan Family Office, LLC10,360$1.31M0.1%013F-HRTimeline
COURIER CAPITAL LLC10,348$1.3M0.09%013F-HRTimeline
Causey Wealth LLC10,303$1.3M0.73%-81213F-HRTimeline
Affinity Capital Advisors, LLC11,066$1.3M0.26%-57213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…10,228$1.29M<0.01%-31613F-HRTimeline
INSIGHT 2811, INC.10,215$1.29M0.65%-16113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,178$1.28M0.02%+1,29713F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC10,152$1.28M0.04%-1,12613F-HRTimeline
Financial Guidance Group, Inc.9,894$1.25M0.67%+113F-HRTimeline
Ausdal Financial Partners, Inc.9,872$1.24M0.09%-15513F-HRTimeline
Roberts Financial Services LLC9,778$1.23M0.24%-1,41913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,750$1.23M0.03%-1,26713F-HRTimeline
ALLIANCEBERNSTEIN L.P.9,748$1.23M<0.01%-3,59913F-HRTimeline
COUNTRY CLUB BANK9,733$1.22M0.08%+1,31613F-HRTimeline
STAR Financial Bank9,571$1.21M0.88%-2,10213F-HRTimeline
Evensky & Katz LLC9,492$1.2M0.08%-713F-HRTimeline
National Philanthropic Trust9,466$1.19M0.02%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT9,389$1.18M0.02%013F-HRTimeline
Meridian Wealth Management, LLC9,319$1.17M0.06%+15813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding9,912$1.17M+2,054Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,260$1.17M<0.01%-2,34513F-HRTimelineGroup
RPg Family Wealth Advisory, LLC9,018$1.14M0.32%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,013$1.14M0.08%+15313F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp9,060$1.13M<0.01%-4,48513F-HRTimelineGroup
SONATA CAPITAL GROUP INC8,891$1.12M0.49%-32013F-HRTimeline
Gladstone Institutional Advisory LLC8,880$1.12M0.05%-13913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC8,871$1.12M0.03%-16013F-HRTimelineGroup
Pointe Capital Management LLC8,862$1.12M0.65%+69613F-HRTimeline
First National Trust Co8,734$1.1M0.04%013F-HRTimeline
Wilmington Savings Fund Society, FSB8,693$1.1M0.02%013F-HRTimeline
Truepoint, Inc.8,656$1.09M0.03%-6313F-HRTimeline
TRUST POINT INC.8,578$1.08M0.1%013F-HRTimeline
PRIVATE TRUST CO NA8,542$1.08M0.11%-48113F-HRTimeline
COZAD ASSET MANAGEMENT INC8,520$1.07M0.11%-10313F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.8,462$1.07M1.06%-8313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,440$1.06M0.01%-40513F-HRTimelineGroup
SOL Capital Management CO8,411$1.06M0.12%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,397$1.06M0.04%+16613F-HRTimelineGroup
Viewpoint Capital Management LLC8,389$1.06M0.57%-45013F-HRTimeline
Koss-Olinger Consulting, LLC8,382$1.06M0.09%new13F-HRTimeline
GREENLEAF TRUST8,323$1.05M0.01%-1,11813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding8,168$1.04M-3,567Timeline
Allegheny Financial Group8,121$1.02M0.26%-67013F-HRTimeline
Belpointe Asset Management LLC8,111$1.02M0.05%+5,56513F-HRTimeline
Fortis Capital Advisors, LLC8,111$1.02M0.21%new13F-HRTimeline
CENTRAL TRUST Co8,098$1.02M0.03%-18813F-HRTimeline
Warwick Investment Management, Inc.8,081$1.02M0.21%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,080$1.02M<0.01%+1,26713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,959$1M0.03%+43513F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…7,850$989K0.32%013F-HRTimeline
Glenview Trust Co7,780$980K0.02%-18213F-HR/ATimeline
IFP Advisors, Inc7,688$969K0.03%+44013F-HRTimeline
Sequoia Financial Advisors, LLC7,667$966K0.01%+22513F-HRTimeline
Cadence Bank7,644$963K0.07%-4713F-HRTimeline
SAXON INTERESTS, INC.7,532$949K0.44%-9613F-HRTimeline
Baltimore-Washington Financial Advisors…7,494$944K0.05%+5813F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,449$938K0.04%new13F-HRTimeline
Cornerstone Wealth Management, LLC7,445$938K0.06%-213F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/7,346$925K1.1%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC7,326$923K0.03%-3313F-HRTimeline
Sound View Wealth Advisors Group, LLC7,253$914K0.07%013F-HRTimeline
Mutual Advisors, LLC7,431$905K0.03%+5113F-HRTimeline
Prossimo Advisors, LLC7,177$904K0.68%-21013F-HRTimeline
Five Oceans Advisors7,163$902K0.43%-9313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/7,127$898K0.43%+1,75813F-HRTimelineGroup
Tranquility Partners, LLC7,107$895K0.35%013F-HRTimeline
Intergy Private Wealth, LLC7,095$894K0.34%-1113F-HRTimeline
Global Wealth Management Investment Adv…7,076$891K0.18%-12713F-HRTimeline
INTRUST BANK NA6,955$876K0.09%013F-HRTimeline
BAILARD, INC.6,909$870K0.02%013F-HRTimeline
REBALANCE, LLC6,889$868K0.06%+2413F-HRTimeline
Graypoint LLC6,884$867K0.05%013F-HRTimeline
ADE, LLC6,825$860K0.5%-53713F-HRTimeline
Arax Advisory Partners6,815$858K0.06%-13513F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…6,776$854K0.22%+16713F-HRTimeline
Thomasville National Bank6,770$853K0.06%-92713F-HRTimeline
Avior Wealth Management, LLC6,684$842K0.03%+1813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding6,681$842K+104Timeline
Auxano Advisors, LLC6,649$838K0.22%013F-HRTimeline
LANARK FINANCIAL, INC.6,577$828K0.07%+6,57113F-HRTimeline
Parkshore Wealth Management, Inc.6,544$824K0.48%+113F-HRTimeline
MCF Advisors LLC6,445$812K0.06%-2,24413F-HRTimeline
Revolve Wealth Partners, LLC6,440$811K0.12%+113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,316$796K0.02%+2,43313F-HRTimelineGroup
Arkadios Wealth Advisors6,240$786K0.03%-7213F-HRTimeline
Foundations Investment Advisors, LLC6,174$778K0.01%-1,27913F-HRTimeline
Linscomb Wealth, Inc.6,171$777K0.04%013F-HRTimeline
Farther Finance Advisors, LLC6,159$777K0.02%+3,39613F-HRTimeline
Summit Financial, LLC6,168$777K0.02%-10,29213F-HRTimeline
Prosperity Planning, Inc.6,160$776K0.24%-6513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…6,139$773K0.02%013F-HRTimelineGroup
HB Wealth Management, LLC6,103$769K0.01%+63613F-HRTimeline
MYCIO WEALTH PARTNERS, LLC6,010$757K0.18%+2113F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…6,373$747K0.31%+65013F-HRTimeline
Harbour Capital Advisors, LLC6,150$744K0.18%013F-HRTimeline
Parallel Advisors, LLC5,859$738K0.02%+3,20013F-HRTimeline
Stegner Investment Associates Inc.5,859$738K0.52%-11913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NorthRock Partners, LLC5,839$736K0.02%-2,21013F-HRTimeline
HUB Investment Partners, LLC5,823$733K0.03%-98,72513F-HRTimeline
Crescent Grove Advisors, LLC5,814$732K0.08%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,733$722K0.01%013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.5,706$719K0.04%-16713F-HR/ATimelineGroup
Busey Bank5,684$716K0.02%-97213F-HRTimeline
Gryphon Financial Partners LLC5,677$715K0.1%+9313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,674$715K0.02%+5,55313F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY5,668$714K0.09%-5013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,639$710K-272Timeline
Ballew Advisors, Inc6,064$710K0.48%-5413F-HRTimeline
Stonebridge Financial Planning Group, L…5,590$704K0.32%+2513F-HRTimeline
IHT Wealth Management, LLC5,581$703K0.02%-44713F-HRTimeline
Perennial Investment Advisors, LLC5,517$695K0.08%+15413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,442$686K0.03%+14213F-HRTimelineGroup
Legacies Wealth LLC5,414$682K0.5%+77613F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,350$674K0.18%+60013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,318$670K0.01%+913F-HRTimelineGroup
REGIMEN WEALTH, LLC5,270$664K0.21%+1813F-HRTimeline
Quest 10 Wealth Builders, Inc.5,265$663K0.71%+4313F-HRTimeline