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Disclosery

IWS ISHARES TR

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ETF (fund)

979 managers (993 13F filers) reported a position in IWS shares at 2025-12-31, 80,292,561 shares in all. 68 filers opened a position and 56 filers sold out during the quarter.

Managers
979
13F filers
993
New
68
Added
336
Reduced
268
Sold out
56
Shares held by filers
80,292,561

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
First Pacific Financial21,376$3.02M0.39%+5213F-HRTimeline
FAS Wealth Partners, Inc.20,837$2.94M0.19%-2013F-HRTimeline
Atlas Brown,Inc.20,665$2.91M0.87%-2113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC20,265$2.86M<0.01%-78413F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO20,253$2.86M0.09%-63013F-HRTimeline
Strategic Blueprint, LLC20,213$2.85M0.17%+2,92713F-HRTimeline
Q3 Asset Management20,145$2.84M0.65%new13F-HRTimeline
Capital Squared Financial LLC19,838$2.8M2.18%+2,64313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding19,789$2.79M+15,756Timeline
WHITTIER TRUST CO18,976$2.78M0.03%+2,39413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.19,235$2.71M0.03%+12,97113F-HRTimelineGroup
Wealthspire Advisors, LLC19,141$2.7M0.02%-18,69913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO19,137$2.7M0.01%+20913F-HRTimelineGroup
Ironwood Investment Counsel, LLC18,978$2.68M0.37%+14,27513F-HRTimeline
Eukles Asset Management18,768$2.65M1.03%-23513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,709$2.64M0.14%+1,93913F-HRTimeline
BANK OF HAWAII18,414$2.6M0.13%+3,48313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC17,685$2.59M0.05%-32513F-HRTimeline
WESBANCO BANK INC18,211$2.57M0.07%+2113F-HRTimeline
Telos Capital Management, Inc.17,893$2.52M0.24%-66413F-HRTimeline
Parallel Advisors, LLC17,871$2.52M0.05%+3,60913F-HRTimeline
BLAIR WILLIAM & CO/IL17,858$2.52M0.01%-3,16813F-HRTimeline
D.A. DAVIDSON & CO.17,849$2.52M0.02%+5,79213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,733$2.51M<0.01%+1,30513F-HRTimelineGroup
Advisory Services Network, LLC17,770$2.51M0.04%+66413F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC17,735$2.5M<0.01%-1013F-HRTimelineGroup
Geneos Wealth Management Inc.17,697$2.5M0.06%-93013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS17,656$2.49M0.09%+57313F-HRTimelineGroup
CHOREO, LLC17,257$2.46M0.03%-18213F-HRTimeline
Summit Financial, LLC17,317$2.44M0.04%+9,77613F-HRTimeline
LMG Wealth Partners, LLC17,142$2.42M0.45%-1,16913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO17,137$2.42M0.32%+16,02213F-HRTimeline
Noble Family Wealth, LLC16,956$2.39M0.5%-25713F-HRTimeline
QUADRANT CAPITAL GROUP LLC16,911$2.39M0.07%-2,81513F-HRTimeline
Key Capital Management, INC16,452$2.32M2.3%13F-HRTimeline
Ballentine Partners, LLC16,170$2.28M0.03%013F-HRTimeline
MATTERS CAPITAL LLC15,714$2.22M1.81%13F-HRTimeline
Allegheny Financial Group15,632$2.21M0.33%+5,52213F-HRTimeline
Sequent Asset Management, LLC15,536$2.19M0.97%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC15,530$2.19M<0.01%+45713F-HRTimelineGroup
Farther Finance Advisors, LLC15,372$2.17M0.02%+3,29413F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management14,995$2.12M0.3%013F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC14,890$2.1M0.35%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding14,559$2.05M-215Timeline
Goelzer Investment Management, Inc.14,501$2.05M0.09%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,374$2.03M0.02%-2,06713F-HRTimelineGroup
Merit Financial Group, LLC14,375$2.03M0.02%+1,06913F-HRTimeline
Pointe Capital Management LLC14,327$2.02M1%+1,39213F-HRTimeline
Beacon Bank & Trust14,259$2.01M0.41%-99913F-HRTimeline
FLOW TRADERS U.S. LLC14,015$1.98M0.06%+9,21413F-HRTimeline
ALLIANCEBERNSTEIN L.P.13,990$1.97M<0.01%-24,60613F-HRTimeline
Cresset Asset Management, LLC13,976$1.97M0.01%+36113F-HRTimeline
One Wealth Advisors, LLC13,968$1.97M0.24%new13F-HRTimeline
Beacon Pointe Advisors, LLC13,960$1.97M0.01%+1,53013F-HRTimeline
Tradition Wealth Management, LLC13,781$1.94M0.14%013F-HRTimeline
Peloton Wealth Strategists13,700$1.93M0.75%+32713F-HRTimeline
BHK Investment Advisors, LLC13,695$1.93M0.63%+53713F-HRTimeline
Arkadios Wealth Advisors13,674$1.93M0.04%+5,57013F-HRTimeline
Horst & Graben Wealth Management LLC13,653$1.93M0.29%+24213F-HRTimeline
Secure Asset Management, LLC12,884$1.82M0.29%new13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA12,487$1.77M0.05%+8,65813F-HRTimelineGroup
Intrepid Financial Planning Group LLC12,475$1.76M0.67%-8313F-HRTimeline
Nvest Financial, LLC12,448$1.76M0.73%+1,88513F-HRTimeline
Eagle Strategies LLC12,356$1.74M0.22%-27413F-HRTimeline
TFB Advisors LLC12,289$1.73M0.48%-32613F-HRTimeline
Rehmann Capital Advisory Group12,277$1.73M0.09%+7213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC12,200$1.72M<0.01%-932,89613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,172$1.72M<0.01%+2,61513F-HRTimelineGroup
Kingsview Wealth Management, LLC12,100$1.71M0.02%+15013F-HRTimeline
Aptus Capital Advisors, LLC12,021$1.7M0.01%-61513F-HRTimeline
Csenge Advisory Group12,015$1.69M0.08%+13113F-HRTimeline
Wealthfront Advisers LLC11,971$1.69M<0.01%-43013F-HRTimeline
Performance Wealth Partners, LLC11,861$1.67M0.05%-36713F-HRTimeline
Callan Family Office, LLC11,760$1.66M0.04%+1,22913F-HRTimeline
Camelot Portfolios, LLC11,620$1.64M1.02%new13F-HRTimeline
COURIER CAPITAL LLC11,452$1.62M0.09%+2713F-HRTimeline
Pure Financial Advisors, LLC11,443$1.61M0.02%+14013F-HRTimeline
RPg Family Wealth Advisory, LLC11,269$1.59M0.35%-2513F-HRTimeline
Risk Paradigm Group, LLC11,257$1.59M1.53%13F-HRTimeline
Naviter Wealth, LLC11,211$1.58M0.21%013F-HRTimeline
Atria Investments, Inc11,197$1.58M0.02%+15013F-HRTimeline
Pacific Sun Financial Corp11,139$1.57M0.76%-24013F-HRTimeline
Affinity Capital Advisors, LLC11,071$1.56M0.22%+513F-HRTimeline
MWA Asset Management11,023$1.55M0.87%-15213F-HRTimeline
Ausdal Financial Partners, Inc.11,006$1.55M0.07%+12813F-HRTimeline
Legacy Bridge, LLC10,950$1.54M0.63%+16913F-HRTimeline
Heck Capital Advisors, LLC10,774$1.52M0.11%+8113F-HRTimeline
FWG Investments, LLC.10,733$1.51M0.96%+17413F-HRTimeline
First National Trust Co10,646$1.5M0.05%+2,14913F-HRTimeline
TCW GROUP INCin group TCW GROUP INC10,561$1.49M0.01%new13F-HRTimelineGroup
Broadview Financial Management, LLC10,484$1.48M0.99%+3313F-HRTimeline
Meridian Wealth Management, LLC10,399$1.47M0.05%+1,71913F-HRTimeline
SageView Advisory Group, LLC10,330$1.46M0.05%-6813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC10,326$1.46M0.03%+1,06213F-HRTimeline
Bedel Financial Consulting, Inc.10,314$1.45M0.16%-2113F-HRTimeline
INSIGHT 2811, INC.10,015$1.41M0.62%-23213F-HRTimeline
Prospera Financial Services Inc9,738$1.37M0.02%-53313F-HRTimeline
Financial Guidance Group, Inc.9,741$1.37M0.56%+113F-HRTimeline
GRANVILLE CAPITAL, INC.9,701$1.37M0.73%13F-HRTimeline
Ponta Wealth Partners, LLC9,650$1.36M1.27%13F-HRTimeline
New Age Alpha Advisors, LLC9,599$1.35M0.06%-12,21113F-HRTimeline
Clearwave Capital, LLC9,531$1.34M0.99%13F-HRTimeline
NORDEN GROUP LLC9,519$1.34M0.13%+37513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,508$1.34M<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC9,294$1.31M0.02%-1,61313F-HRTimeline
PRIVATE TRUST CO NA9,281$1.31M0.11%+1,15513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT9,276$1.31M0.02%-7313F-HRTimeline
SONATA CAPITAL GROUP INC9,276$1.31M0.47%+7713F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding9,186$1.31M-817Timeline
Roberts Financial Services LLC9,146$1.29M0.41%-33113F-HRTimeline
Walsh & Associates, LLC9,111$1.29M1.27%13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.8,741$1.28M1.2%13F-HRTimeline
Curi Capital, LLC9,033$1.27M0.02%+48213F-HRTimeline
Gladstone Institutional Advisory LLC9,003$1.27M0.05%+1813F-HRTimeline
Clarion Wealth Managment Partners, LLC8,903$1.26M1.16%-41913F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.8,866$1.25M1.06%+13813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.8,834$1.25M<0.01%-10,89813F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.8,814$1.24M0.12%-1,57613F-HRTimeline
RENASANT BANK8,703$1.23M0.83%-4,51313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,655$1.22M0.09%-30413F-HRTimeline
TRUST POINT INC.8,598$1.21M0.1%+2013F-HRTimeline
Evensky & Katz LLC8,572$1.21M0.07%-38313F-HRTimeline
Causey Wealth LLC8,567$1.21M0.55%+413F-HRTimeline
Wilmington Savings Fund Society, FSB8,559$1.21M0.03%+14313F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE8,549$1.21M0.31%-2713F-HRTimeline
National Philanthropic Trust8,522$1.2M0.01%-94413F-HRTimeline
Asempa Wealth Advisors8,512$1.2M1.03%13F-HRTimeline
COZAD ASSET MANAGEMENT INC8,465$1.19M0.09%-52413F-HRTimeline
Mutual Advisors, LLC8,391$1.18M0.03%-97913F-HRTimeline
SOL Capital Management CO8,390$1.18M0.11%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,384$1.18M0.01%+81213F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,359$1.18M0.02%+1,96313F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…7,999$1.17M0.26%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8,214$1.16M<0.01%+27213F-HRTimeline
Sowell Financial Services LLC8,076$1.14M0.04%+22513F-HRTimeline
Global Trust Wealth Management LLC8,069$1.14M0.84%13F-HRTimeline
Global Wealth Management Investment Adv…8,017$1.13M0.18%-61713F-HRTimeline
Truepoint, Inc.7,986$1.13M0.03%+11713F-HRTimeline
Koss-Olinger Consulting, LLC7,967$1.12M0.09%-28913F-HRTimeline
REBALANCE, LLC7,908$1.12M0.07%+96513F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…7,878$1.11M0.37%+23113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,845$1.11M0.02%-1,31013F-HRTimelineGroup
Dentgroup LLC7,834$1.1M0.76%-11713F-HRTimeline
Glenview Trust Co7,780$1.1M0.02%013F-HRTimeline
Sequoia Financial Advisors, LLC7,758$1.09M0.01%+7613F-HRTimeline
NorthRock Partners, LLC7,647$1.08M0.02%-12513F-HRTimeline
SAXON INTERESTS, INC.7,633$1.08M0.38%-2213F-HRTimeline
LANARK FINANCIAL, INC.7,590$1.07M0.08%+90313F-HRTimeline
ADE, LLC7,568$1.07M0.52%+913F-HRTimeline
Cadence Bank7,553$1.07M0.06%-6513F-HRTimeline
Warwick Investment Management, Inc.7,525$1.06M0.16%013F-HRTimeline
Cornerstone Wealth Management, LLC7,440$1.05M0.05%-1513F-HRTimeline
SB Capital Management Inc7,411$1.05M0.38%13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC7,406$1.04M0.11%+1213F-HRTimeline
PRIVATE MANAGEMENT GROUP INC7,402$1.04M0.03%+3413F-HRTimeline
B.O.S.S. Retirement Advisors, LLC7,394$1.04M0.33%-13,75313F-HRTimeline
Integrated Wealth Concepts LLC7,350$1.04M0.01%-3,68713F-HRTimeline
Viewpoint Capital Management LLC7,299$1.03M0.45%-1,00013F-HRTimeline
Quest 10 Wealth Builders, Inc.7,278$1.03M0.92%+17313F-HRTimeline
Sound View Wealth Advisors Group, LLC7,253$1.02M0.07%013F-HRTimeline
Foundations Investment Advisors, LLC7,252$1.02M0.01%+1,27113F-HRTimeline
Five Oceans Advisors7,166$1.01M0.36%+3013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,041$995K0.04%-60913F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding6,977$984K-1,022Timeline
Tranquility Partners, LLC6,967$983K0.35%-4013F-HRTimeline
INTRUST BANK NA6,955$981K0.08%013F-HRTimeline
Intergy Private Wealth, LLC6,926$977K0.29%013F-HRTimeline
Baltimore-Washington Financial Advisors…6,903$974K0.04%-23413F-HRTimeline
GREENLEAF TRUST6,902$974K0.01%013F-HRTimeline
Parkside Financial Bank & Trust6,899$973K0.07%+113F-HRTimeline
BAILARD, INC.6,879$970K0.02%013F-HRTimeline
STAR Financial Bank6,862$968K0.49%-1,16513F-HRTimeline
Avior Wealth Management, LLC6,851$966K0.03%+2213F-HRTimeline
Washington Trust Bank6,798$959K0.07%-40913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ALLSTREET CAPITAL ADVISORS LLC6,774$955K0.69%13F-HRTimeline
Belpointe Asset Management LLC6,713$947K0.03%-13313F-HRTimeline
Fortis Capital Advisors, LLC6,713$947K0.14%-13313F-HRTimeline
Friday Financial6,677$942K0.33%+2,15313F-HRTimeline
World Investment Advisors6,670$941K0.02%+1,64413F-HR/ATimeline
Essex Financial Services, Inc.group of 2 filers holding6,636$936K+1Timeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…6,540$922K0.02%+66813F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…6,518$919K0.21%-11113F-HRTimeline
SACKS & ASSOCIATES, LLC6,498$917K0.67%13F-HRTimeline
DAVENPORT & Co LLC6,446$909K<0.01%-9313F-HRTimeline
Legacy Wealth Asset Management, LLC6,430$907K0.22%new13F-HRTimeline
MCF Advisors LLC6,417$905K0.05%+213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.6,377$899K0.03%-23813F-HRTimelineGroup
Harbour Capital Advisors, LLC6,150$877K0.18%013F-HRTimeline
Linscomb Wealth, Inc.6,171$870K0.04%013F-HRTimeline
Auxano Advisors, LLC6,168$870K0.17%-13013F-HRTimeline
Prosperity Planning, Inc.6,113$862K0.23%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,100$860K0.01%-2,75313F-HRTimelineGroup
MYCIO WEALTH PARTNERS, LLC6,086$858K0.18%+2813F-HRTimeline
B. Riley Wealth Advisors, Inc.6,063$855K0.04%+21613F-HRTimeline
HUB Investment Partners, LLC6,032$851K0.02%+95913F-HRTimeline
IHT Wealth Management, LLC6,005$847K0.02%+6413F-HRTimeline
BCS Wealth Management6,000$846K0.09%new13F-HRTimeline
Thomasville National Bank5,988$845K0.05%013F-HRTimeline
EVOKE WEALTH, LLC5,970$842K0.02%-1,77213F-HRTimeline
Revolve Wealth Partners, LLC5,954$840K0.1%-48613F-HRTimeline