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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
One Day In July LLC5,168$651K0.07%013F-HRTimeline
Savvy Advisors, Inc.5,154$649K0.07%+1,04113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,104$643K<0.01%+41513F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC5,100$642K<0.01%+1,10013F-HRTimelineGroup
DAVIS R M INC5,076$639K0.01%+30613F-HRTimeline
EVOKE WEALTH, LLC5,073$639K0.02%013F-HRTimeline
Cordant, Inc.5,042$635K0.33%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,040$635K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,026$633K0.01%+13813F-HRTimelineGroup
World Investment Advisors5,018$632K0.02%-25713F-HRTimeline
DIVERSIFIED TRUST CO5,012$631K0.02%-80013F-HRTimeline
Port Capital LLC5,010$631K0.03%-67113F-HRTimeline
WILLNER & HELLER, LLC4,982$628K0.58%-10313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC4,892$616K0.09%-7513F-HRTimeline
Schechter Investment Advisors, LLC4,885$615K0.05%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,885$615K0.02%-10013F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC4,864$613K0.04%+2213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,864$613K0.01%-3,33413F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.4,840$610K0.05%+1613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,838$609K0.06%-20013F-HRTimelineGroup
ROCKLAND TRUST CO4,796$604K0.03%-9913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC4,790$603K0.05%-6913F-HRTimeline
Arcadia Wealth Management, LLC4,786$603K0.3%+2213F-HRTimeline
Sandy Spring Bank4,772$601K0.03%-7513F-HRTimeline
Marcum Wealth, LLC4,770$601K0.05%-3413F-HRTimeline
IEQ CAPITAL, LLC4,693$591K<0.01%-1,03113F-HRTimeline
Valmark Advisers, Inc.4,635$584K0.01%+7813F-HRTimeline
Smith & Howard Wealth Management, LLC4,617$582K0.16%013F-HRTimeline
SAX WEALTH ADVISORS, LLC4,574$576K0.04%+1,32113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,548$573K0.12%-41613F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…4,529$571K0.65%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC4,526$570K0.03%-39713F-HRTimeline
Robertson Stephens Wealth Management, L…4,493$566K0.02%+613F-HRTimeline
DAVENPORT & Co LLC4,482$565K<0.01%+1713F-HRTimeline
Missouri Trust & Investment Co4,475$564K0.2%013F-HRTimeline
Signal Advisors Wealth, LLC4,474$564K0.06%+29113F-HRTimeline
WASHINGTON TRUST Co4,472$563K0.02%013F-HRTimeline
Manchester Capital Management LLC4,376$551K0.07%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/4,262$550K0.5%+713F-HRTimeline
Red Tortoise LLC4,342$547K0.29%013F-HRTimeline
Bensler, LLC4,332$546K0.07%+113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,315$544K0.01%-4713F-HRTimeline
Bragg Financial Advisors, Inc4,240$534K0.02%-27813F-HRTimeline
American Trust4,226$532K0.13%-6,57513F-HRTimeline
Geometric Wealth Advisors4,222$532K0.09%013F-HRTimeline
Pinnacle Bancorp, Inc.4,215$531K0.17%-3813F-HRTimeline
Berkeley, Inc4,207$530K0.25%-52113F-HRTimeline
Pallas Capital Advisors LLC4,163$524K0.02%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,161$524K0.01%+1,62813F-HRTimeline
Sowell Financial Services LLC4,151$523K0.02%-43,59313F-HRTimeline
City Center Advisors, LLC4,150$523K0.61%-19013F-HRTimeline
Mathes Company, Inc.4,145$522K0.21%-1,00013F-HRTimeline
EIGHT 31 FINANCIAL, LLC4,104$517K0.33%013F-HRTimeline
Granite FO LLC4,043$509K0.29%013F-HRTimeline
PFG Investments, LLC4,012$505K0.03%-1513F-HRTimeline
Skyline Advisors, Inc.3,973$501K0.2%+1113F-HRTimeline
JP Wealth Management, Inc.5,868$499K0.4%013F-HRTimeline
Guardian Asset Advisors, LLC3,960$499K0.33%+3513F-HRTimeline
Annex Advisory Services, LLC3,870$488K0.01%-10113F-HRTimeline
FIRST UNITED BANK & TRUST3,836$483K0.18%-7513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA3,829$482K0.03%013F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC3,826$482K<0.01%013F-HRTimeline
Western Wealth Management, LLC3,803$479K0.03%+34913F-HRTimeline
1ST SOURCE BANK3,802$479K0.03%013F-HRTimeline
Granite Group Advisors, LLC3,800$479K0.33%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…3,773$475K<0.01%-51813F-HRTimelineGroup
Quantinno Capital Management LP3,763$474K<0.01%new13F-HRTimeline
Enclave Advisors LLC3,761$474K0.08%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC4,172$471K0.11%-8713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,730$470K0.03%013F-HRTimeline
Choate Investment Advisors3,719$468K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC3,702$466K0.15%-6513F-HRTimeline
Evanson Asset Management, LLC3,697$466K0.03%+113F-HRTimeline
Parkside Financial Bank & Trust3,690$465K0.06%-513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,680$464K<0.01%-53513F-HRTimelineGroup
Financial Alternatives, Inc3,662$461K0.33%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd3,655$461K0.01%-21,30713F-HRTimelineGroup
Friday Financial3,556$454K0.27%-43813F-HRTimeline
Dynamic Financial Group3,582$451K0.45%-1113F-HRTimeline
Simmons Bankin group Simmons Bank3,573$450K0.03%013F-HRTimelineGroup
Total Wealth Planning, LLC3,562$449K0.07%-12113F-HRTimeline
First Western Trust Bank3,558$448K0.02%-34513F-HRTimeline
Guidance Point Advisors, LLC3,545$447K0.13%+1313F-HRTimeline
Zhang Financial LLC3,528$444K0.02%-11713F-HRTimeline
Baker Ellis Asset Management LLC3,517$443K0.06%+1713F-HRTimeline
Drucker Wealth 3.0, LLC3,512$442K0.1%-913F-HRTimeline
Prime Capital Investment Advisors, LLC3,510$442K0.01%+75813F-HRTimeline
Valeo Financial Advisors, LLC3,499$439K0.01%-20313F-HRTimeline
Finley Financial, LLC3,565$438K0.24%-4513F-HRTimeline
Cooper Financial Group3,469$437K0.06%-21313F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC3,441$433K0.17%013F-HRTimeline
Compass Ion Advisors, LLC3,433$432K0.05%+213F-HRTimeline
NCM Capital Management, LLC3,400$428K0.19%013F-HRTimeline
STEVENS CAPITAL PARTNERS3,394$428K0.2%+13913F-HRTimeline
LJI Wealth Management, LLC3,365$424K0.08%-40013F-HRTimeline
LGT Financial Advisors LLC3,355$423K1.29%+1213F-HRTimeline
PFG Advisors3,349$422K0.02%013F-HRTimeline
PINNACLE ASSOCIATES LTD3,302$416K0.01%+28513F-HRTimeline
Coastal Bridge Advisors, LLC3,302$416K0.04%new13F-HR/ATimeline
MARSHALL FINANCIAL GROUP INC /ADV3,285$414K0.13%+1013F-HRTimeline
Sterling Investment Counsel, LLC3,269$412K0.14%+26113F-HRTimeline
Westmount Partners, LLC3,258$410K0.13%+113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA3,236$408K0.02%+12713F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,231$407K<0.01%013F-HRTimelineGroup
Elm Partners Management LLC3,229$407K0.02%+68213F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC3,190$402K0.01%-29913F-HRTimeline
Composition Wealth, LLC3,190$402K0.01%+67313F-HRTimeline
DAGCO, INC.3,188$402K0.13%+113F-HRTimeline
Clayton Financial Group LLC3,183$401K0.15%+8413F-HRTimeline
HANCOCK WHITNEY CORP3,165$399K0.01%-9813F-HRTimeline
McKinley Carter Wealth Services, Inc.3,162$398K0.02%-5413F-HRTimeline
Icon Wealth Advisors, LLC3,161$398K0.03%-3713F-HRTimeline
Capital Investment Advisors, LLC3,151$397K0.01%+113F-HRTimeline
Allworth Financial LP3,243$396K<0.01%+313F-HRTimeline
Trilogy Capital Inc.3,134$395K0.02%+213F-HRTimeline
WealthPLAN Partners, LLC3,105$391K0.06%+25313F-HRTimeline
FLOW TRADERS U.S. LLC3,101$391K0.02%new13F-HRTimeline
Rockbridge Investment Management, LCC3,101$391K0.05%-1,53013F-HRTimeline
Holland Advisory Services, Inc.3,089$389K0.59%-2613F-HRTimeline
Cranbrook Wealth Management, LLC3,085$389K0.09%-18913F-HRTimeline
Topsail Wealth Management, LLC3,084$388K0.08%+1,01413F-HRTimeline
Glass Jacobson Investment Advisors llc3,003$388K0.13%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,064$386K0.19%+513F-HRTimeline
N.E.W. Advisory Services LLC3,021$381K0.03%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,006$379K0.1%-8313F-HRTimelineGroup
Cynosure Group, LLC3,003$378K0.05%013F-HRTimeline
SCS Capital Management LLC3,001$378K<0.01%new13F-HR/ATimeline
First Bancorp, Inc /ME/3,000$378K0.25%013F-HRTimeline
PITTENGER & ANDERSON INC3,000$378K0.01%013F-HRTimeline
Richardson Capital Management LLC2,989$377K0.23%+2313F-HRTimeline
Firestone Capital Management2,960$373K0.1%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,939$370K0.03%013F-HRTimeline
Partners in Financial Planning2,909$367K0.07%013F-HRTimeline
Financial Advocates Investment Manageme…2,909$366K0.03%-23513F-HRTimeline
HARBOUR INVESTMENTS, INC.2,905$366K0.01%-28613F-HRTimeline
Continuum Advisory, LLC2,887$364K0.05%+3513F-HRTimeline
Pinion Investment Advisors, LLC2,873$362K0.08%-14013F-HRTimeline
TUDOR INVESTMENT CORP ET AL2,868$361K<0.01%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,860$360K<0.01%+4413F-HRTimelineGroup
Apella Capital, LLC2,976$355K0.01%+1013F-HRTimeline
DAVIDSON TRUST CO2,810$354K0.17%-2913F-HRTimeline
Cascade Financial Partners, LLC2,806$353K0.04%-36013F-HRTimeline
Breakwater Capital Group2,802$353K0.06%013F-HRTimeline
Grove Bank & Trust2,797$352K0.05%-113F-HRTimeline
Cherry Tree Wealth Management, LLC2,791$352K0.08%+3713F-HRTimeline
Bridgewater Advisors Inc.2,853$351K0.03%new13F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,761$348K0.03%-78013F-HRTimeline
Leeward Investments, LLC - MA2,757$347K0.02%013F-HRTimeline
MEANS INVESTMENT CO., INC.2,757$347K0.04%+513F-HRTimeline
Perigon Wealth Management, LLC2,755$347K0.01%-58813F-HRTimeline
VILLERE ST DENIS J & CO LLC2,731$344K0.03%013F-HRTimeline
ANDERSON HOAGLAND & CO3,100$343K0.04%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,700$341K0.03%-11,25813F-HRTimeline
Beacon Financial Advisory LLC2,700$340K0.1%+3513F-HRTimeline
Decker Retirement Planning Inc.2,699$340K0.21%+52013F-HRTimeline
FIRST FINANCIAL CORP /IN/2,684$338K0.16%013F-HRTimeline
Transce3nd, LLC2,675$337K0.15%+44013F-HRTimeline
TFG Advisers LLC2,672$337K0.12%+613F-HRTimeline
Vantage Financial Partners, LLC2,671$336K0.08%-2,96013F-HRTimeline
NTV Asset Management LLC2,626$331K0.04%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.2,619$330K0.03%013F-HRTimelineGroup
Nvest Financial, LLC2,613$329K0.18%+2613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,609$329K<0.01%+1,19213F-HRTimeline
MGO ONE SEVEN LLC2,597$327K0.01%+413F-HRTimeline
IFG Advisory, LLC2,586$326K0.02%-2113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC2,585$326K0.12%013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV2,571$324K0.09%013F-HRTimeline
Dana Investment Advisors, Inc.2,570$324K0.01%-78613F-HRTimeline
OLD NATIONAL BANCORP /IN/2,570$324K0.01%new13F-HRTimeline
BCGM Wealth Management, LLC2,566$323K0.1%-1113F-HRTimeline
Lloyd Advisory Services, LLC.2,552$321K0.16%+1713F-HRTimeline
WEDBUSH SECURITIES INC2,545$321K0.01%-11113F-HRTimeline
Rench Wealth Management, Inc.2,541$320K0.11%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,533$319K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,528$318K0.01%013F-HRTimelineGroup
Sovran Advisors, LLC2,687$318K0.04%+10213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,761$317K0.17%+25213F-HRTimeline
Cohen Capital Management, Inc.2,518$317K0.05%-21413F-HRTimeline
Magnus Financial Group LLC2,514$317K0.03%-9613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,508$316K0.02%-29613F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC2,504$315K0.01%-9413F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,500$315K0.28%new13F-HRTimeline
BEARING POINT CAPITAL, LLC2,500$315K0.07%013F-HRTimeline
Ballast, Inc.2,487$313K0.09%013F-HRTimeline
FDx Advisors, Inc.2,467$311K0.1%-9613F-HRTimeline
Snider Financial Group2,465$311K0.1%-6313F-HRTimeline
ASPIRIANT, LLC2,458$310K0.01%013F-HRTimeline
Keel Point, LLC2,448$308K0.02%+5013F-HRTimeline
APPLETON PARTNERS INC/MA2,447$308K0.02%013F-HRTimeline
Moors & Cabot, Inc.2,444$308K0.02%-27513F-HRTimeline
PLANNING DIRECTIONS INC2,434$307K0.13%new13F-HRTimeline
Family Legacy, Inc.2,429$306K0.1%-2213F-HRTimeline
Strategies Wealth Advisors, LLC2,420$305K0.04%new13F-HRTimeline
Joel Isaacson & Co., LLC2,418$305K0.01%+113F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,416$304K0.01%new13F-HRTimeline
Key Financial Inc2,352$296K0.06%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,331$294K0.24%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,326$293K0.01%+23513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,311$291K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,308$291K0.02%013F-HRTimelineGroup