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Disclosery

IWS ISHARES TR

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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
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…5,038$652K0.06%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management4,985$645K0.02%-9013F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC4,967$642K0.09%-8513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,964$642K0.13%-91113F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC4,923$637K0.04%+413F-HRTimeline
ROCKLAND TRUST CO4,895$633K0.03%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,888$632K0.01%+21413F-HRTimelineGroup
Schechter Investment Advisors, LLC4,885$632K0.05%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC4,859$628K0.05%013F-HRTimeline
Sandy Spring Bank4,847$627K0.03%-54513F-HRTimeline
LOWE BROCKENBROUGH & CO INC4,842$626K0.04%-31213F-HRTimeline
Legacy Wealth Asset Management, LLC4,834$625K0.17%new13F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.4,824$624K0.05%-16613F-HRTimeline
Marcum Wealth, LLC4,804$621K0.05%013F-HRTimeline
TBH Global Asset Management, LLC4,776$618K0.15%013F-HRTimeline
DAVIS R M INC4,770$617K0.01%-40013F-HRTimeline
Arcadia Wealth Management, LLC4,764$616K0.31%-33913F-HRTimeline
MONETARY MANAGEMENT GROUP INC4,750$614K0.16%013F-HRTimeline
Berkeley, Inc4,728$612K0.32%-4,72413F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC4,689$606K<0.01%+88413F-HRTimelineGroup
Legacies Wealth LLC4,638$600K0.46%+3,20113F-HRTimeline
Rockbridge Investment Management, LCC4,631$599K0.08%-9113F-HRTimeline
Smith & Howard Wealth Management, LLC4,617$597K0.17%013F-HRTimeline
Valmark Advisers, Inc.4,557$589K0.01%-4813F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…4,529$586K0.62%013F-HRTimeline
Bragg Financial Advisors, Inc4,518$584K0.02%-21013F-HRTimeline
Robertson Stephens Wealth Management, L…4,487$580K0.02%+64413F-HRTimeline
Missouri Trust & Investment Co4,475$579K0.2%013F-HRTimeline
WASHINGTON TRUST Co4,472$578K0.02%013F-HRTimeline
DAVENPORT & Co LLC4,465$577K<0.01%-6213F-HRTimeline
Manchester Capital Management LLC4,376$566K0.07%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,362$564K0.01%-10213F-HRTimeline
Red Tortoise LLC4,342$562K0.29%013F-HRTimeline
City Center Advisors, LLC4,340$561K0.63%-10913F-HRTimeline
Bensler, LLC4,331$560K0.07%+113F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…4,291$555K<0.01%+70413F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC4,259$555K0.12%+313F-HRTimeline
Cornerstone Financial Group, LLC /NE/4,255$550K0.54%13F-HRTimeline
Pinnacle Bancorp, Inc.4,253$550K0.18%-413F-HRTimeline
Geometric Wealth Advisors4,222$546K0.1%+6713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,215$545K<0.01%+15013F-HRTimelineGroup
Signal Advisors Wealth, LLC4,183$541K0.06%-28813F-HRTimeline
Pallas Capital Advisors LLC4,163$538K0.02%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC4,152$537K0.25%new13F-HRTimeline
Savvy Advisors, Inc.4,113$532K0.06%new13F-HRTimeline
EIGHT 31 FINANCIAL, LLC4,104$531K0.4%+37313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT4,072$527K<0.01%+413F-HRTimeline
Granite FO LLC4,043$523K0.3%013F-HRTimeline
PFG Investments, LLC4,027$521K0.03%-11513F-HRTimeline
JP Wealth Management, Inc.5,868$519K0.38%13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC4,000$517K<0.01%-72,09913F-HRTimelineGroup
Friday Financial3,994$517K0.36%13F-HRTimeline
Annex Advisory Services, LLC3,971$514K0.02%+95713F-HRTimeline
Skyline Advisors, Inc.3,962$512K0.2%+1813F-HRTimeline
Guardian Asset Advisors, LLC3,925$508K0.33%+1213F-HRTimeline
FIRST UNITED BANK & TRUST3,911$506K0.18%-2513F-HRTimeline
Mesirow Financial Investment Management…3,905$505K0.01%+213F-HRTimeline
First Western Trust Bank3,903$505K0.02%-7813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,883$502K0.01%-5413F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA3,829$495K0.03%013F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC3,826$495K<0.01%013F-HRTimeline
1ST SOURCE BANK3,802$492K0.03%013F-HRTimeline
Granite Group Advisors, LLC3,800$491K0.31%013F-HRTimeline
Linden Thomas Advisory Services, LLC3,790$490K0.06%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC3,767$487K0.15%+1213F-HRTimeline
LJI Wealth Management, LLC3,765$487K0.1%-93513F-HRTimeline
Enclave Advisors LLC3,761$486K0.08%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,730$482K0.04%-7513F-HRTimeline
Choate Investment Advisors3,719$481K0.01%new13F-HRTimeline
Valeo Financial Advisors, LLC3,702$479K0.01%-2313F-HRTimeline
Evanson Asset Management, LLC3,696$478K0.03%+113F-HRTimeline
Parkside Financial Bank & Trust3,695$478K0.06%+13513F-HRTimeline
Total Wealth Planning, LLC3,683$476K0.07%-22313F-HRTimeline
Cooper Financial Group3,682$476K0.06%-6913F-HRTimeline
Finley Financial, LLC3,610$476K0.25%13F-HRTimeline
Financial Alternatives, Inc3,662$474K0.33%013F-HRTimeline
Zhang Financial LLC3,645$471K0.03%013F-HRTimeline
Dynamic Financial Group3,593$465K0.47%13F-HRTimeline
Simmons Bankin group Simmons Bank3,573$462K0.03%+4913F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC3,541$458K0.04%013F-HRTimeline
Guidance Point Advisors, LLC3,532$457K0.13%+1513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC3,441$457K0.17%13F-HRTimeline
Drucker Wealth 3.0, LLC3,521$455K0.11%-6713F-HR/ATimeline
Princeton Global Asset Management LLC3,517$455K0.09%-15213F-HRTimeline
Baker Ellis Asset Management LLC3,500$453K0.07%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,489$451K0.01%13F-HRTimeline
WITTENBERG INVESTMENT MANAGEMENT, INC.3,478$450K0.18%-4,78413F-HRTimeline
Western Wealth Management, LLC3,454$447K0.03%-27113F-HR/ATimeline
Perigon Wealth Management, LLC3,343$444K0.01%+70713F-HRTimeline
Compass Ion Advisors, LLC3,431$444K0.05%+213F-HRTimeline
NCM Capital Management, LLC3,400$440K0.2%013F-HRTimeline
Allworth Financial LP3,240$435K<0.01%-22713F-HRTimeline
Dana Investment Advisors, Inc.3,356$434K0.01%-34913F-HRTimeline
PFG Advisors3,349$433K0.03%-213F-HRTimeline
LGT Financial Advisors LLC3,343$432K0.96%+1513F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV3,275$424K0.13%+1213F-HRTimeline
Cranbrook Wealth Management, LLC3,274$423K0.1%013F-HRTimeline
J.W. COLE ADVISORS, INC.3,264$422K0.02%-1813F-HRTimeline
HANCOCK WHITNEY CORP3,263$422K0.01%new13F-HRTimeline
Westmount Partners, LLC3,257$421K0.13%+113F-HRTimeline
STEVENS CAPITAL PARTNERS3,255$421K0.19%-2313F-HRTimeline
SAX WEALTH ADVISORS, LLC3,253$421K0.03%+1,67413F-HRTimeline
Independence Bank of Kentucky3,244$420K0.06%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA3,109$418K0.02%+813F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,231$418K<0.01%013F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.3,216$416K0.03%+10413F-HRTimeline
ANDERSON HOAGLAND & CO3,100$414K0.04%new13F-HRTimeline
Icon Wealth Advisors, LLC3,198$414K0.03%-1013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,191$413K0.01%-16613F-HRTimeline
DAGCO, INC.3,187$412K0.14%+1,29113F-HRTimeline
Cascade Financial Partners, LLC3,166$410K0.05%+58313F-HRTimeline
Capital Investment Advisors, LLC3,150$407K0.01%-46613F-HRTimeline
Financial Advocates Investment Manageme…3,144$407K0.02%-2,99113F-HRTimeline
Trilogy Capital Inc.3,132$405K0.02%-6613F-HRTimeline
Holland Advisory Services, Inc.3,115$403K0.53%-913F-HRTimeline
Clayton Financial Group LLC3,099$401K0.14%+913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,089$400K0.1%-1113F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC3,059$396K0.21%+613F-HRTimeline
N.E.W. Advisory Services LLC3,021$391K0.04%013F-HRTimeline
Qube Research & Technologies Ltd3,018$390K<0.01%-29013F-HRTimeline
PINNACLE ASSOCIATES LTD3,017$390K0.01%+24213F-HRTimeline
Pinion Investment Advisors, LLC3,013$390K0.16%-12113F-HRTimeline
Sterling Investment Counsel, LLC3,008$389K0.26%013F-HRTimeline
Cynosure Group, LLC3,003$388K0.06%013F-HRTimeline
Glass Jacobson Investment Advisors llc3,003$388K0.13%-9713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Bancorp, Inc /ME/3,000$388K0.27%013F-HRTimeline
PITTENGER & ANDERSON INC3,000$388K0.01%013F-HRTimeline
Householder Group Estate & Retirement S…2,973$384K0.29%-7513F-HRTimeline
Apella Capital, LLC2,966$384K0.01%+1213F-HRTimeline
Richardson Capital Management LLC2,966$384K0.24%013F-HRTimeline
Firestone Capital Management2,960$383K0.1%013F-HRTimeline
OneDigital Investment Advisors LLC2,959$383K<0.01%-2,00713F-HRTimeline
JFS WEALTH ADVISORS, LLC2,939$380K0.03%013F-HRTimeline
Partners in Financial Planning2,909$376K0.08%013F-HRTimeline
TrinityPoint Wealth, LLC2,904$376K0.05%+10013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,804$375K0.02%-55813F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,863$370K<0.01%new13F-HRTimelineGroup
WealthPLAN Partners, LLC2,852$369K0.05%-5013F-HRTimeline
Continuum Advisory, LLC2,852$369K0.05%+22013F-HRTimeline
DAVIDSON TRUST CO2,839$367K0.19%013F-HRTimeline
Rossby Financial, LCC2,832$366K0.23%13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,816$364K<0.01%013F-HRTimelineGroup
WEALTH ALLIANCE, LLC2,803$363K0.04%new13F-HRTimeline
Breakwater Capital Group2,802$362K0.07%+213F-HRTimeline
Grove Bank & Trust2,798$362K0.05%013F-HRTimeline
Farther Finance Advisors, LLC2,763$357K0.01%-22713F-HRTimeline
Leeward Investments, LLC - MA2,757$357K0.02%+22513F-HRTimeline
Cherry Tree Wealth Management, LLC2,754$356K0.09%013F-HRTimeline
MEANS INVESTMENT CO., INC.2,752$356K0.04%013F-HRTimeline
Prime Capital Investment Advisors, LLC2,752$356K0.01%+9413F-HRTimeline
Cohen Capital Management, Inc.2,732$353K0.06%+413F-HRTimeline
VILLERE ST DENIS J & CO LLC2,731$353K0.03%013F-HRTimeline
Moors & Cabot, Inc.2,719$352K0.02%+10613F-HRTimeline
Snowden Capital Advisors LLC2,700$349K0.01%+57913F-HRTimeline
Lord & Richards Wealth Management, LLC2,693$348K0.74%13F-HRTimeline
FIRST FINANCIAL CORP /IN/2,684$347K0.16%-3413F-HRTimeline
Dorsey & Whitney Trust CO LLC2,682$347K0.02%+67713F-HRTimeline
TFG Advisers LLC2,666$345K0.12%-2913F-HRTimeline
Beacon Financial Advisory LLC2,665$345K0.11%+1013F-HRTimeline
Parallel Advisors, LLC2,659$344K0.01%+1713F-HRTimeline
Empower Advisory Group, LLC2,652$343K<0.01%-21913F-HRTimeline
WEDBUSH SECURITIES INC2,656$343K0.01%new13F-HRTimeline
NTV Asset Management LLC2,626$340K0.04%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.2,619$339K0.03%013F-HRTimelineGroup
ORG Partners LLC2,612$338K0.05%+20613F-HRTimeline
Magnus Financial Group LLC2,610$338K0.03%+513F-HRTimeline
IFG Advisory, LLC2,607$337K0.02%new13F-HRTimeline
Sovran Advisors, LLC2,585$337K0.05%13F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.2,600$336K<0.01%-6,50013F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC2,598$336K0.01%-28213F-HRTimeline
MGO ONE SEVEN LLC2,593$335K0.01%-15913F-HRTimeline
Nvest Financial, LLC2,587$335K0.17%+34113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC2,585$334K0.11%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,578$333K<0.01%-20413F-HRTimelineGroup
BCGM Wealth Management, LLC2,577$333K0.11%013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV2,571$333K0.09%-5013F-HRTimeline
Belpointe Asset Management LLC2,546$332K0.02%-18913F-HRTimeline
FDx Advisors, Inc.2,563$331K0.1%-1413F-HRTimeline
Elm Partners Management LLC2,547$329K0.02%+32613F-HRTimeline
Rench Wealth Management, Inc.2,541$329K0.11%new13F-HRTimeline
Lloyd Advisory Services, LLC.2,535$328K0.16%+313F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,533$328K0.02%013F-HR/ATimeline
QRG CAPITAL MANAGEMENT, INC.2,533$328K<0.01%+14513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,528$327K0.01%+64513F-HRTimelineGroup
Snider Financial Group2,528$327K0.1%new13F-HRTimeline
Composition Wealth, LLC2,517$326K0.01%+18913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,509$325K0.13%13F-HRTimeline
Rialto Wealth Management, LLC2,504$324K0.11%13F-HRTimeline
BEARING POINT CAPITAL, LLC2,500$323K0.07%13F-HRTimeline
Arbor Investment Advisors, LLC2,497$323K0.05%013F-HRTimeline
Ballast, Inc.2,487$322K0.09%013F-HRTimeline
Family Legacy, Inc.2,451$318K0.11%013F-HRTimeline
ASPIRIANT, LLC2,458$318K0.01%+72913F-HRTimeline
APPLETON PARTNERS INC/MA2,447$316K0.02%013F-HRTimeline
Joel Isaacson & Co., LLC2,417$313K0.01%+213F-HRTimeline
Keel Point, LLC2,398$310K0.02%-3613F-HRTimeline
Key Financial Inc2,352$304K0.07%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,259$303K<0.01%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,331$301K0.22%-513F-HRTimeline
KilterHowling LLC2,272$299K0.17%+1013F-HRTimeline