Skip to content

IWS ISHARES TR

Follow

ETF (fund)

1,033 managers (1,050 13F filers) reported a position in IWS shares at 2026-06-30, 72,623,735 shares in all. 90 filers opened a position and 39 filers sold out during the quarter.

Managers
1,033
13F filers
1,050
New
90
Added
289
Reduced
356
Sold out
39
Shares held by filers
72,623,735

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
Camelot Portfolios, LLC5,708$940K0.67%-5,87113F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/5,692$937K0.96%-1313F-HRTimeline
Thomasville National Bank5,657$931K0.05%13F-HRTimeline
Jacobs Equity LLC5,635$928K0.64%-27313F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,608$923K0.01%-313F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.5,549$913K0.01%+1,20813F-HR/ATimeline
TWO SIGMA SECURITIES, LLC5,514$908K0.08%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY5,466$900K0.09%013F-HRTimeline
Stonebridge Financial Planning Group, L…5,458$898K0.29%+10213F-HRTimeline
Mesirow Financial Investment Management…5,442$896K0.01%-5,54813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC5,437$895K0.24%-95413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,400$889K<0.01%new13F-HRTimeline
REGIMEN WEALTH, LLC5,367$883K0.24%+1713F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,350$881K0.18%013F-HRTimeline
CALTON & ASSOCIATES, INC.5,337$878K0.13%new13F-HRTimeline
Trivium Point Advisory, LLC5,307$874K0.08%-29113F-HRTimeline
Gryphon Financial Partners LLC5,245$863K0.08%-18613F-HRTimeline
New Age Alpha Advisors, LLC5,162$850K0.04%-17,01113F-HRTimeline
Savvy Advisors, Inc.5,158$849K0.02%+1,58813F-HRTimeline
OLD NATIONAL BANCORP /IN/5,156$849K0.02%+34713F-HRTimeline
World Investment Advisors5,799$847K0.01%-26813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,136$845K0.19%-4613F-HRTimeline
DAVIS R M INC5,132$845K0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,120$843K0.03%-17513F-HRTimeline
Atria Investments, Inc5,095$839K0.01%-15713F-HRTimeline
Valeo Financial Advisors, LLC5,038$830K0.02%+43213F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,040$830K0.02%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co4,953$825K0.16%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,004$824K0.02%+15313F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC5,002$823K0.16%new13F-HR/ATimeline
ALONGSIDE, LLC5,002$823K0.16%13F-HRTimeline
Western Wealth Management, LLC4,999$823K0.03%-13413F-HRTimeline
One Day In July LLC4,991$822K0.06%-8513F-HRTimeline
Simmons Bankin group Simmons Bank4,942$813K0.05%+1,24413F-HRTimelineGroup
STEVENS CAPITAL PARTNERS4,904$807K0.15%+6613F-HRTimeline
City Center Advisors, LLC4,889$805K0.65%+2513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,838$796K0.07%13F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,788$788K0.01%013F-HRTimelineGroup
Signal Advisors Wealth, LLC4,770$785K0.04%-29313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding4,688$785K+2,708Timeline
Allworth Financial LP4,743$781K<0.01%-111,71213F-HRTimeline
ROCKLAND TRUST CO4,723$777K0.03%-1113F-HRTimeline
Washington Trust Bank4,666$768K0.05%-1,60613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smith & Howard Wealth Management, LLC4,617$760K0.16%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…4,615$760K0.51%013F-HRTimeline
Missouri Trust & Investment Co4,465$746K0.2%-25013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,530$746K0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc4,482$738K0.03%-31613F-HRTimeline
Perennial Investment Advisors, LLC4,426$729K0.05%-1313F-HRTimeline
Robertson Stephens Wealth Management, L…4,415$727K0.02%+713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,391$723K0.03%+2,98113F-HRTimeline
Bragg Financial Advisors, Inc4,377$720K0.02%013F-HRTimeline
BIP Wealth, LLC4,376$720K0.02%new13F-HRTimeline
Lloyd Advisory Services, LLC.4,326$712K0.28%-94,28913F-HRTimeline
Bensler, LLC4,323$712K0.06%+1213F-HRTimeline
Cornerstone Financial Group, LLC /NE/4,295$707K0.44%+613F-HRTimeline
RiverGlades Family Offices LLC4,294$707K0.32%new13F-HRTimeline
Geometric Wealth Advisors4,288$706K0.08%-1713F-HRTimeline
Northern Lights Advisors, Inc.4,261$701K0.38%+17613F-HRTimeline
Port Capital LLC4,258$701K0.03%+913F-HRTimeline
FLP Wealth Management, LLC4,232$697K1.24%+33413F-HRTimeline
Annex Advisory Services, LLC4,226$696K0.01%+413F-HRTimeline
Pinnacle Bancorp, Inc.4,195$690K0.18%013F-HRTimeline
Busey Bank4,184$689K0.02%013F-HRTimeline
CENTRAL TRUST Co4,177$688K0.01%-613F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …4,170$686K0.24%13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC4,156$684K<0.01%new13F-HR/ATimeline
Ocean Park Asset Management, LLC4,156$684K0.03%new13F-HRTimeline
Principle Wealth Partners LLC4,110$677K0.03%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,105$676K0.02%+4913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC4,044$672K0.1%-7813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,072$670K0.01%+1,61913F-HRTimeline
Spectrum Advisors, Inc.4,067$669K0.47%-44213F-HRTimeline
Dorsey & Whitney Trust CO LLC4,052$667K0.03%013F-HRTimeline
Skyline Advisors, Inc.4,038$665K0.21%+813F-HRTimeline
Paladin Partners, LLC4,030$663K0.44%013F-HRTimeline
Apella Capital, LLC4,000$663K0.01%-19213F-HRTimeline
Parkshore Wealth Management, Inc.4,005$659K0.19%-1,27613F-HRTimeline
WILLNER & HELLER, LLC4,004$659K0.41%-4813F-HRTimeline
SAX WEALTH ADVISORS, LLC4,502$656K0.03%+65713F-HRTimeline
JP Wealth Management, Inc.5,868$647K0.41%013F-HRTimeline
Decker Retirement Planning Inc.3,932$647K0.22%-37613F-HRTimeline
Manchester Capital Management LLC3,931$647K0.08%-4413F-HRTimeline
Enclave Advisors LLC3,931$647K0.08%013F-HRTimeline
EIGHT 31 FINANCIAL, LLC3,929$647K0.38%-33213F-HRTimeline
American Trust3,927$646K0.05%-71113F-HRTimeline
DIVERSIFIED TRUST CO3,914$644K0.01%+1713F-HRTimeline
Zhang Financial LLC3,902$642K0.02%+113F-HRTimeline
Oak Asset Management, LLC3,863$636K0.2%+5213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,815$628K0.02%-1,04613F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.3,814$628K0.04%+4613F-HRTimeline
Composition Wealth, LLC3,813$628K0.01%+44113F-HRTimeline
Granite Group Advisors, LLC3,800$625K0.37%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC3,776$622K<0.01%013F-HRTimeline
PFG Advisors3,762$619K0.03%-13913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,837$616K0.01%+25013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,711$611K0.02%+7613F-HRTimelineGroup
Evanson Financial, LLC3,700$609K0.03%13F-HRTimeline
Advocacy Wealth Management, LLC3,675$605K0.02%013F-HRTimeline
LongView Wealth Management3,674$605K0.16%+15613F-HRTimeline
WASHINGTON TRUST Co3,671$604K0.02%013F-HRTimeline
Financial Alternatives, Inc3,662$603K0.3%013F-HRTimeline
1ST SOURCE BANK3,652$601K0.03%013F-HRTimeline
Sherman Wealth Management LLC3,649$601K0.45%-5413F-HRTimeline
Berkeley, Inc3,645$600K0.19%-18413F-HRTimeline
Pinion Investment Advisors, LLC3,635$598K0.11%-8513F-HRTimeline
Modern Wealth Management, LLC3,614$595K0.01%+1,55413F-HRTimeline
Guidance Point Advisors, LLC3,611$594K0.13%+1113F-HRTimeline
Guardian Asset Advisors, LLC3,592$591K0.27%-34213F-HRTimeline
Parcion Private Wealth LLC3,589$591K0.03%013F-HRTimeline
Finley Financial, LLC3,565$587K0.24%013F-HRTimeline
Centennial Advisors, LLC3,559$586K0.7%-41413F-HRTimeline
CPC Advisors, LLC3,545$584K0.08%+45713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,541$583K0.01%-1,00313F-HRTimelineGroup
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…3,540$583K0.01%+1,49013F-HRTimeline
Baker Ellis Asset Management LLC3,517$579K0.06%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,515$579K-66Timeline
Compass Ion Advisors, LLC3,503$577K0.05%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,480$573K0.09%+13613F-HRTimeline
WITTENBERG INVESTMENT MANAGEMENT, INC.3,478$572K0.2%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,454$568K<0.01%-4013F-HRTimelineGroup
Next Capital Management LLC3,427$564K0.15%-28513F-HRTimeline
21 West Wealth Management LLC3,422$563K0.48%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC3,410$561K0.03%-26113F-HRTimeline
PFG Investments, LLC3,405$560K0.02%+2113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,395$559K<0.01%-4,54613F-HRTimeline
BEARING POINT CAPITAL, LLC3,391$558K0.08%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…3,373$555K<0.01%013F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO3,362$553K0.37%+613F-HRTimeline
Gateway Wealth Partners, LLC3,354$552K0.03%-3,11613F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,316$546K0.02%+2,83113F-HRTimeline
HARBOUR INVESTMENTS, INC.3,287$541K0.01%-26813F-HRTimeline
Pallas Capital Advisors LLC3,268$538K0.02%-17313F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,245$534K0.01%013F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA3,229$532K0.02%013F-HRTimeline
Coastal Bridge Advisors, LLC3,211$529K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,168$521K0.03%013F-HRTimeline
Icon Wealth Advisors, LLC3,165$521K0.03%+213F-HRTimeline
WealthPlan Investment Management, LLC3,162$520K0.03%+1313F-HRTimeline
Grove Bank & Trust3,141$517K0.05%013F-HRTimeline
Drucker Wealth 3.0, LLC3,139$517K0.08%-20513F-HRTimeline
Rockbridge Investment Management, LCC3,103$511K0.04%013F-HRTimeline
ANDERSON HOAGLAND & CO3,100$510K0.04%013F-HRTimeline
NCM Capital Management, LLC3,100$510K0.16%013F-HRTimeline
Topsail Wealth Management, LLC3,084$508K0.06%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC3,478$507K0.09%013F-HRTimeline
Navigation Wealth Management, Inc.3,065$504K0.69%+8313F-HRTimeline
HANCOCK WHITNEY CORP3,060$504K0.01%013F-HRTimeline
Regal Investment Advisors LLC3,051$502K0.03%+68813F-HRTimeline
Breakwater Capital Group3,039$500K0.06%-613F-HRTimeline
INVESTED ADVISORS3,033$499K0.44%-11913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,022$497K0.03%013F-HRTimeline
First Bancorp, Inc /ME/3,010$495K0.2%013F-HRTimeline
Firestone Capital Management3,010$495K0.09%013F-HRTimeline
PITTENGER & ANDERSON INC3,000$494K0.02%013F-HRTimeline
BCS Wealth Management3,000$494K0.09%013F-HRTimeline
PINNACLE ASSOCIATES LTD2,984$491K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST2,981$491K0.14%013F-HRTimeline
Asset One Wealth Management LLC2,962$490K0.05%013F-HRTimeline
Richardson Capital Management LLC2,966$488K0.21%013F-HRTimeline
American Wealth Advisors, LLC2,960$487K0.46%-1613F-HRTimeline
Fortitude Family Office, LLC2,960$487K0.09%013F-HRTimeline
Capital Investment Advisors, LLC2,958$487K0.01%+113F-HRTimeline
N.E.W. Advisory Services LLC2,954$486K0.03%013F-HRTimeline
APPLETON PARTNERS INC/MA2,946$485K0.03%013F-HRTimeline
Trexquant Investment LP2,946$485K<0.01%new13F-HRTimeline
DAVIDSON TRUST CO2,920$481K0.19%+11013F-HRTimeline
Partners in Financial Planning2,919$480K0.07%+313F-HRTimeline
Trilogy Capital Inc.2,910$479K0.02%+313F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,875$473K0.1%-2,72513F-HRTimeline
DAGCO, INC.2,866$472K0.09%013F-HRTimeline
Valmark Advisers, Inc.2,851$469K<0.01%+16313F-HRTimeline
Fulton Bank, N.A.2,839$467K0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,839$467K0.01%-65013F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC2,821$464K0.03%+6013F-HRTimeline
Bridgewater Advisors Inc.2,742$463K0.03%013F-HRTimeline
PLANNING DIRECTIONS INC2,791$459K0.21%+7913F-HRTimeline
Cranbrook Wealth Management, LLC2,777$457K0.09%-14113F-HRTimeline
Dynamic Financial Group2,775$457K0.35%+19413F-HRTimeline
Legacy Wealth Partners, LLC2,771$456K0.1%+6313F-HRTimeline
Perigon Wealth Management, LLC2,761$454K0.01%+213F-HRTimeline
MGO ONE SEVEN LLC2,752$453K0.01%-12313F-HRTimeline
SMART Wealth LLC2,752$453K0.1%-26613F-HRTimeline
Florida Trust Wealth Management Co2,749$452K0.01%+35913F-HRTimeline
Cascade Financial Partners, LLC2,746$452K0.04%+26013F-HRTimeline
Sovran Advisors, LLC2,616$443K0.03%+29113F-HRTimeline
Caprock Group, LLC2,692$443K0.01%new13F-HRTimeline
R.H. Investment Group, LLC2,688$442K0.33%013F-HRTimeline
Holland Advisory Services, Inc.2,685$442K0.49%-11213F-HRTimeline
Cherry Tree Wealth Management, LLC2,676$441K0.08%013F-HRTimeline
FIRST FINANCIAL CORP /IN/2,667$439K0.15%-713F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,662$438K0.1%013F-HRTimeline
XY Planning Network, Inc.2,646$436K0.05%+4413F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,614$433K0.1%+45113F-HRTimeline
NTV Asset Management LLC2,626$432K0.04%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.2,619$431K0.03%013F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.2,616$431K0.02%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,614$430K0.01%+33913F-HRTimelineGroup
Triad Wealth Partners, LLC2,531$427K0.03%-2,66313F-HRTimeline
ACIMA PRIVATE WEALTH, LLC2,585$425K0.12%013F-HRTimeline