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Disclosery

IWS ISHARES TR

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ETF (fund)

909 managers (921 13F filers) reported a position in IWS shares at 2025-06-30, 79,943,953 shares in all. 51 filers opened a position and 57 filers sold out during the quarter.

Managers
909
13F filers
921
New
51
Added
284
Reduced
327
Sold out
57
Shares held by filers
79,943,953

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Eukles Asset Management18,991$2.51M1.03%-36413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO18,921$2.5M0.02%+7613F-HRTimelineGroup
Telos Capital Management, Inc.18,906$2.5M0.25%+92113F-HRTimeline
Atria Investments, Inc18,749$2.48M0.03%-3,30113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.18,663$2.47M<0.01%+31713F-HRTimelineGroup
WHITTIER TRUST CO18,272$2.41M0.03%+18913F-HRTimeline
WESBANCO BANK INC18,171$2.4M0.07%+2413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC18,100$2.39M<0.01%new13F-HRTimeline
CHOREO, LLC17,791$2.35M0.03%-49913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC17,711$2.34M0.05%+21713F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC17,681$2.34M<0.01%-12313F-HRTimelineGroup
Noble Family Wealth, LLC17,213$2.27M0.56%-3,85613F-HRTimeline
Advisory Services Network, LLC16,877$2.27M0.04%+5,64113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO17,111$2.26M0.57%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,880$2.23M0.15%+2,56413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,376$2.17M<0.01%-60513F-HRTimelineGroup
Ballentine Partners, LLC16,170$2.14M0.03%+913F-HRTimeline
Goelzer Investment Management, Inc.16,148$2.13M0.12%-34713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS15,653$2.07M0.08%+2,87413F-HRTimelineGroup
Sequent Asset Management, LLC15,536$2.05M1.64%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management15,170$2M0.3%013F-HRTimelineGroup
TFB Advisors LLC15,106$2M0.52%-82113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC15,087$1.99M0.15%+6,07413F-HRTimeline
NUANCE INVESTMENTS, LLC15,045$1.99M0.15%-81,96313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC15,034$1.99M<0.01%-9313F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding14,815$1.96M-510Timeline
Freedom Investment Management, Inc.14,679$1.94M0.15%-8513F-HRTimeline
BANK OF HAWAII14,600$1.93M0.1%+3,08913F-HRTimeline
CW Advisors, LLC14,562$1.92M0.02%+3,98213F-HRTimeline
QUADRANT CAPITAL GROUP LLC14,474$1.91M0.07%013F-HRTimeline
Atria Wealth Solutions, Inc.14,266$1.89M0.04%-15,44613F-HRTimeline
Merit Financial Group, LLC14,221$1.88M0.02%-5,60013F-HRTimeline
Capital Squared Financial LLC14,171$1.87M2.18%13F-HRTimeline
Peloton Wealth Strategists14,078$1.86M0.75%+17213F-HRTimeline
Tradition Wealth Management, LLC13,781$1.82M0.15%013F-HRTimeline
Cresset Asset Management, LLC13,726$1.81M0.01%-1,21913F-HR/ATimeline
Beacon Bank & Trust13,606$1.8M0.41%-86113F-HRTimeline
BHK Investment Advisors, LLC13,506$1.78M0.7%+1,11813F-HRTimeline
Horst & Graben Wealth Management LLC13,332$1.76M0.29%-66513F-HRTimeline
Eagle Strategies LLC12,926$1.71M0.26%+29813F-HRTimeline
Stonegate Investment Group, LLC12,672$1.67M0.04%+14213F-HRTimeline
Intrepid Financial Planning Group LLC12,668$1.67M0.7%-2913F-HRTimeline
Performance Wealth Partners, LLC12,328$1.63M0.05%-1,39413F-HRTimeline
Csenge Advisory Group12,676$1.62M0.09%-1,47313F-HRTimeline
WCG Wealth Advisors LLC12,281$1.62M0.1%-1,57313F-HRTimeline
Rehmann Capital Advisory Group12,195$1.61M0.1%-20713F-HRTimeline
Wealthfront Advisers LLC12,181$1.61M<0.01%+1,45113F-HRTimeline
COURIER CAPITAL LLC11,902$1.57M0.1%+1,55413F-HRTimeline
D.A. DAVIDSON & CO.11,896$1.57M0.01%-66413F-HRTimeline
Aptus Capital Advisors, LLC11,852$1.57M0.02%-16913F-HRTimeline
Ashton Thomas Private Wealth, LLC11,757$1.55M0.05%-4,95613F-HRTimeline
Integrated Wealth Concepts LLC11,535$1.52M0.02%-53413F-HRTimeline
RPg Family Wealth Advisory, LLC11,535$1.52M0.41%+2,51713F-HRTimeline
Pure Financial Advisors, LLC11,513$1.52M0.03%-6513F-HRTimeline
Pacific Sun Financial Corp11,394$1.51M0.79%-8013F-HRTimeline
American Trust11,393$1.51M0.14%+7,16713F-HRTimeline
MWA Asset Management11,240$1.49M0.91%-78913F-HRTimeline
Naviter Wealth, LLC11,211$1.48M0.18%-19613F-HRTimeline
Beacon Pointe Advisors, LLC11,100$1.47M0.02%-27113F-HRTimeline
Affinity Capital Advisors, LLC11,066$1.46M0.25%013F-HRTimeline
Callan Family Office, LLC11,050$1.46M0.05%+69013F-HRTimeline
Bedel Financial Consulting, Inc.11,007$1.45M0.2%+1513F-HRTimeline
SageView Advisory Group, LLC10,569$1.44M0.05%-4,78913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,923$1.44M<0.01%-5,13813F-HR/ATimelineGroup
Kingsview Wealth Management, LLC10,843$1.43M0.02%-21513F-HRTimeline
Legacy Bridge, LLC10,781$1.42M0.68%013F-HRTimeline
Broadview Financial Management, LLC10,707$1.41M0.96%-2313F-HRTimeline
RENASANT BANK10,423$1.38M0.92%-35513F-HRTimeline
Heck Capital Advisors, LLC10,401$1.37M0.12%-1,20313F-HRTimeline
Pointe Capital Management LLC10,396$1.37M0.71%+1,53413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.10,390$1.37M0.14%-1,68313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,387$1.37M0.02%+20913F-HRTimelineGroup
NORDEN GROUP LLC10,384$1.37M0.15%013F-HRTimeline
Prospera Financial Services Inc10,295$1.36M0.03%-28713F-HRTimeline
My Legacy Advisors, LLC9,975$1.36M0.48%-59013F-HRTimeline
INSIGHT 2811, INC.10,248$1.35M0.64%+3313F-HRTimeline
Washington Trust Bank10,202$1.35M0.11%-7,39513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Orion Porfolio Solutions, LLC10,161$1.34M0.01%-2,80213F-HR/ATimeline
FWG Investments, LLC.10,123$1.34M1.02%new13F-HRTimeline
FineMark National Bank & Trust10,063$1.33M0.05%-3,32913F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding10,003$1.32M+91Timeline
B. Riley Wealth Advisors, Inc.9,932$1.31M0.06%-3,46613F-HRTimeline
Parallel Advisors, LLC9,890$1.31M0.03%+4,03113F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.9,816$1.3M<0.01%-8,92213F-HRTimeline
Clarion Wealth Managment Partners, LLC9,814$1.3M1.42%13F-HRTimeline
Financial Guidance Group, Inc.9,739$1.29M0.63%-15513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,682$1.28M0.02%-6813F-HRTimeline
Causey Wealth LLC9,656$1.28M0.66%-64713F-HRTimeline
COUNTRY CLUB BANK9,658$1.27M0.08%-7513F-HRTimeline
Mutual Advisors, LLC9,214$1.27M0.03%+1,78313F-HRTimeline
Roberts Financial Services LLC9,505$1.26M0.43%-27313F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,504$1.26M0.03%+63313F-HRTimelineGroup
National Philanthropic Trust9,466$1.25M0.02%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT9,379$1.24M0.02%-1013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC9,318$1.23M0.03%-83413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,294$1.23M0.02%+4,43013F-HRTimelineGroup
Ausdal Financial Partners, Inc.9,244$1.22M0.08%-62813F-HRTimeline
Evensky & Katz LLC9,040$1.2M0.07%-45213F-HRTimeline
COZAD ASSET MANAGEMENT INC8,988$1.19M0.1%+46813F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,980$1.19M0.03%+1,02113F-HRTimelineGroup
SONATA CAPITAL GROUP INC8,972$1.19M0.47%+8113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8,927$1.18M<0.01%-1,30113F-HRTimeline
Allegheny Financial Group8,904$1.18M0.26%+78313F-HRTimeline
Gladstone Institutional Advisory LLC8,880$1.17M0.05%013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.8,859$1.17M1.12%+39713F-HRTimeline
Meridian Wealth Management, LLC8,830$1.17M0.05%-48913F-HRTimeline
SYM FINANCIAL Corp8,803$1.16M0.13%+7,14013F-HRTimeline
PRIVATE TRUST CO NA8,731$1.15M0.11%+18913F-HRTimeline
Wilmington Savings Fund Society, FSB8,716$1.15M0.02%+2313F-HRTimeline
Global Wealth Management Investment Adv…8,693$1.15M0.22%+1,61713F-HRTimeline
STAR Financial Bank8,687$1.15M0.73%-88413F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE8,599$1.14M0.32%-5,02113F-HRTimeline
TRUST POINT INC.8,578$1.13M0.11%013F-HRTimeline
First National Trust Co8,497$1.12M0.04%-23713F-HRTimeline
SOL Capital Management CO8,390$1.11M0.11%-2113F-HRTimeline
Viewpoint Capital Management LLC8,339$1.1M0.54%-5013F-HRTimeline
GREENLEAF TRUST8,323$1.1M0.01%013F-HRTimeline
CENTRAL TRUST Co8,302$1.1M0.03%+20413F-HRTimeline
Koss-Olinger Consulting, LLC8,256$1.09M0.09%-12613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,231$1.09M0.01%-20913F-HRTimelineGroup
Sowell Financial Services LLC8,157$1.08M0.04%+4,00613F-HRTimeline
Warwick Investment Management, Inc.8,133$1.07M0.21%+5213F-HRTimeline
Strategic Family Wealth Counselors, L.L…7,850$1.04M0.3%013F-HRTimeline
Glenview Trust Co7,780$1.03M0.02%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC7,735$1.02M0.03%+40913F-HRTimeline
Sequoia Financial Advisors, LLC7,710$1.02M0.01%+4313F-HRTimeline
ADE, LLC7,639$1.01M0.54%+81413F-HRTimeline
Franklin Resourcesgroup of 2 filers holding7,632$1.01M-5,988Timeline
Cadence Bank7,628$1.01M0.07%-1613F-HRTimeline
NorthRock Partners, LLC7,549$998K0.03%+1,71013F-HR/ATimeline
IFP Advisors, Inc7,510$992K0.03%-17813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,455$985K0.03%-94213F-HRTimelineGroup
Carlton Hofferkamp & Jenks Wealth Manag…7,260$983K0.36%+88713F-HRTimeline
Cornerstone Wealth Management, LLC7,414$980K0.06%-3113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC7,393$977K0.12%+2,50113F-HRTimeline
Baltimore-Washington Financial Advisors…7,301$965K0.04%-19313F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/7,292$964K1.11%-5413F-HRTimeline
Belpointe Asset Management LLC7,257$959K0.04%-85413F-HRTimeline
Fortis Capital Advisors, LLC7,257$959K0.17%-85413F-HRTimeline
Sound View Wealth Advisors Group, LLC7,253$958K0.07%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,186$950K<0.01%-89413F-HRTimelineGroup
SAXON INTERESTS, INC.7,532$949K0.44%013F-HRTimeline
Trivium Point Advisory, LLC7,174$948K0.1%-4,12113F-HRTimeline
Nvest Financial, LLC7,157$946K0.49%+4,54413F-HRTimeline
Five Oceans Advisors7,138$943K0.4%-2513F-HRTimeline
Tranquility Partners, LLC7,072$934K0.33%-3513F-HRTimeline
Intergy Private Wealth, LLC7,015$927K0.32%-8013F-HRTimeline
INTRUST BANK NA6,955$919K0.08%013F-HRTimeline
REBALANCE, LLC6,915$914K0.06%+2613F-HRTimeline
BAILARD, INC.6,909$913K0.02%013F-HRTimeline
Graypoint LLC6,884$910K0.05%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding6,686$883K+5Timeline
LANARK FINANCIAL, INC.6,665$880K0.07%+8813F-HRTimeline
Avior Wealth Management, LLC6,659$880K0.03%-2513F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…6,629$876K0.19%-14713F-HRTimeline
Truepoint, Inc.6,557$866K0.02%-2,09913F-HRTimeline
Quest 10 Wealth Builders, Inc.6,551$866K0.84%+1,28613F-HRTimeline
Summit Financial, LLC6,535$864K0.02%+36713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.6,531$863K0.04%+4,02313F-HRTimelineGroup
DAVENPORT & Co LLC6,485$857K<0.01%+2,00313F-HRTimeline
MCF Advisors LLC6,446$852K0.06%+113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,387$844K0.04%+68113F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,369$842K0.02%+5313F-HRTimelineGroup
Auxano Advisors, LLC6,323$836K0.2%-32613F-HRTimeline
Harbour Capital Advisors, LLC6,150$827K0.17%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…6,236$824K0.02%+9713F-HRTimelineGroup
Quantinno Capital Management LP6,232$824K<0.01%+2,46913F-HRTimeline
Ballew Advisors, Inc6,073$819K0.49%+913F-HRTimeline
Thomasville National Bank6,191$818K0.06%-57913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,185$817K-1,983Timeline
Linscomb Wealth, Inc.6,171$815K0.04%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,169$815K<0.01%+1,06513F-HRTimelineGroup
Prosperity Planning, Inc.6,160$814K0.23%013F-HRTimeline
Revolve Wealth Partners, LLC6,133$810K0.11%-30713F-HRTimeline
HB Wealth Management, LLC6,104$807K0.01%+113F-HRTimeline
EVOKE WEALTH, LLC6,056$800K0.02%+98313F-HRTimeline
MYCIO WEALTH PARTNERS, LLC6,033$797K0.18%+2313F-HRTimeline
Foundations Investment Advisors, LLC5,955$787K0.01%-21913F-HRTimeline
IHT Wealth Management, LLC5,897$779K0.02%+31613F-HRTimeline
J.W. COLE ADVISORS, INC.5,891$778K0.02%+3,68513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,859$774K0.01%+83313F-HRTimelineGroup
Crescent Grove Advisors, LLC5,814$768K0.07%013F-HRTimeline
Arkadios Wealth Advisors5,811$768K0.02%-42913F-HRTimeline
CRAMER ROSENTHAL MCGLYNN LLC5,750$760K0.05%new13F-HRTimeline
Prossimo Advisors, LLC5,680$751K0.6%-1,49713F-HRTimeline
ROMANO BROTHERS AND COMPANY5,669$749K0.09%+113F-HRTimeline
Parkshore Wealth Management, Inc.5,663$748K0.37%-88113F-HRTimeline
AdvisorNet Financial, Inc5,648$746K0.05%-12,80513F-HRTimeline
Keel Point, LLC5,616$742K0.05%+3,16813F-HRTimeline
OLD NATIONAL BANCORP /IN/5,570$736K0.01%+3,00013F-HRTimeline
Stonebridge Financial Planning Group, L…5,544$733K0.31%-4613F-HRTimeline
Arcadia Wealth Management, LLC5,540$732K0.32%+75413F-HRTimeline
Stegner Investment Associates Inc.5,514$729K0.45%-34513F-HRTimeline
Gryphon Financial Partners LLC5,429$717K0.09%-24813F-HRTimeline
HUB Investment Partners, LLC5,367$709K0.02%-45613F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,350$707K0.17%013F-HRTimeline
Mesirow Financial Investment Management…5,303$701K0.01%-5,28713F-HRTimeline
REGIMEN WEALTH, LLC5,290$699K0.22%+2013F-HRTimeline
TUDOR INVESTMENT CORP ET AL5,287$699K0.01%+2,41913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,271$697K0.02%-17113F-HRTimelineGroup