Skip to content
Disclosery

IWS ISHARES TR

Follow

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
Perennial Investment Advisors, LLC5,186$685K0.07%-33113F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp5,140$682K<0.01%-3,92013F-HR/ATimelineGroup
Principle Wealth Partners LLC5,155$681K0.04%new13F-HRTimeline
One Day In July LLC5,117$676K0.06%-5113F-HRTimeline
DAVIS R M INC5,080$671K0.01%+413F-HRTimeline
Parcion Private Wealth LLC5,049$667K0.05%new13F-HRTimeline
Cordant, Inc.5,042$666K0.32%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,040$666K0.02%013F-HRTimeline
World Investment Advisors5,018$663K0.02%013F-HRTimeline
DIVERSIFIED TRUST CO5,012$662K0.01%013F-HRTimeline
Farther Finance Advisors, LLC4,994$660K0.01%-1,16513F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co4,953$654K0.15%new13F-HRTimeline
ASPIRIANT, LLC4,950$654K0.02%+2,49213F-HRTimeline
Annex Advisory Services, LLC4,901$648K0.02%+1,03113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,838$639K0.06%013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC4,810$636K0.08%new13F-HRTimeline
ROCKLAND TRUST CO4,787$633K0.03%-913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,769$630K0.01%-54913F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,759$629K0.03%-8,14813F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC4,713$623K0.04%+13913F-HRTimeline
STEVENS CAPITAL PARTNERS4,597$615K0.22%+1,20313F-HRTimeline
Valmark Advisers, Inc.4,649$614K0.01%+1413F-HRTimeline
Smith & Howard Wealth Management, LLC4,617$610K0.15%013F-HRTimeline
Port Capital LLC4,596$607K0.03%-41413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,548$601K0.11%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…4,529$598K0.68%013F-HRTimeline
Robertson Stephens Wealth Management, L…4,500$595K0.02%+713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC4,495$594K0.04%-29513F-HRTimeline
Strive Asset Management, LLC4,491$593K0.36%-11,74913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/4,483$592K0.25%-2,64413F-HR/ATimelineGroup
IEQ CAPITAL, LLC4,475$591K<0.01%-21813F-HRTimeline
Missouri Trust & Investment Co4,475$591K0.19%013F-HRTimeline
Manchester Capital Management LLC4,376$578K0.08%013F-HRTimeline
Red Tortoise LLC4,342$574K0.28%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,339$573K0.02%-54613F-HRTimelineGroup
Bensler, LLC4,333$573K0.06%+113F-HRTimeline
Park Place Capital Corp4,273$572K0.13%-7,19713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,323$571K0.01%new13F-HRTimelineGroup
WASHINGTON TRUST Co4,317$570K0.02%-15513F-HRTimeline
Bragg Financial Advisors, Inc4,314$570K0.02%+7413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC4,220$570K0.1%+4813F-HRTimeline
Cornerstone Financial Group, LLC /NE/4,268$564K0.48%+613F-HRTimeline
WILLNER & HELLER, LLC4,236$560K0.47%-74613F-HRTimeline
City Center Advisors, LLC4,228$559K0.6%+7813F-HRTimeline
PFG Investments, LLC4,225$558K0.03%+21313F-HRTimeline
Allworth Financial LP4,223$558K<0.01%+98013F-HRTimeline
Geometric Wealth Advisors4,222$558K0.08%013F-HRTimeline
Composition Wealth, LLC4,220$558K0.01%+1,03013F-HRTimeline
Berkeley, Inc4,208$556K0.2%+113F-HRTimeline
Pinnacle Bancorp, Inc.4,206$556K0.17%-913F-HRTimeline
Busey Bank4,184$553K0.02%-1,50013F-HRTimeline
EIGHT 31 FINANCIAL, LLC4,104$542K0.36%013F-HRTimeline
JP Wealth Management, Inc.5,868$540K0.4%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC4,078$539K0.03%-44813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,076$539K-1,563Timeline
Granite FO LLC4,043$534K0.3%013F-HRTimeline
Mathes Company, Inc.3,995$528K0.2%-15013F-HRTimeline
Skyline Advisors, Inc.3,985$527K0.19%+1213F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,966$524K0.04%-87413F-HRTimeline
Guardian Asset Advisors, LLC3,961$524K0.3%+113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,849$522K0.17%new13F-HRTimeline
Parkside Financial Bank & Trust3,897$515K0.06%+20713F-HRTimeline
Zhang Financial LLC3,896$515K0.02%+36813F-HRTimeline
Total Wealth Planning, LLC3,852$509K0.06%+29013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA3,829$506K0.03%013F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC3,826$506K<0.01%013F-HRTimeline
1ST SOURCE BANK3,802$502K0.03%013F-HRTimeline
Granite Group Advisors, LLC3,800$502K0.3%013F-HRTimeline
Valeo Financial Advisors, LLC3,800$502K0.01%+30113F-HR/ATimeline
ATTICUS WEALTH MANAGEMENT, LLC3,767$498K0.13%+6513F-HRTimeline
Enclave Advisors LLC3,761$497K0.08%013F-HRTimeline
WealthPLAN Partners, LLC3,760$497K0.08%+65513F-HRTimeline
Western Wealth Management, LLC3,752$496K0.03%-5113F-HRTimeline
Simmons Bankin group Simmons Bank3,724$492K0.04%+15113F-HRTimelineGroup
Evanson Asset Management, LLC3,697$489K0.03%013F-HRTimeline
Transce3nd, LLC3,676$486K0.21%+1,00113F-HRTimeline
Financial Alternatives, Inc3,662$484K0.31%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,655$483K<0.01%-2513F-HR/ATimelineGroup
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…3,648$482K<0.01%-12513F-HRTimelineGroup
Pallas Capital Advisors LLC3,636$480K0.02%-52713F-HRTimeline
HANCOCK WHITNEY CORP3,585$474K0.01%+42013F-HRTimeline
Dynamic Financial Group3,578$473K0.46%-413F-HRTimeline
Finley Financial, LLC3,565$471K0.24%013F-HRTimeline
Friday Financial3,560$470K0.24%+413F-HRTimeline
Guidance Point Advisors, LLC3,558$470K0.12%+1313F-HRTimeline
First Western Trust Bank3,558$470K0.02%013F-HRTimeline
Baker Ellis Asset Management LLC3,517$465K0.06%013F-HRTimeline
Drucker Wealth 3.0, LLC3,437$463K0.09%-7513F-HRTimeline
Compass Ion Advisors, LLC3,497$462K0.05%+6413F-HRTimeline
WITTENBERG INVESTMENT MANAGEMENT, INC.3,478$460K0.2%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,460$457K0.02%-3,98913F-HRTimeline
NCM Capital Management, LLC3,422$452K0.19%+2213F-HRTimeline
21 West Wealth Management LLC3,422$452K0.46%13F-HRTimeline
Cooper Financial Group3,403$450K0.05%-6613F-HRTimeline
Apella Capital, LLC3,338$447K0.01%+36213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,374$446K0.01%-94113F-HRTimeline
LGT Financial Advisors LLC3,368$445K1.13%+1313F-HRTimeline
Signal Advisors Wealth, LLC3,353$443K0.03%-1,12113F-HRTimeline
Capital Investment Advisors, LLC3,309$437K0.01%+15813F-HR/ATimeline
Decker Retirement Planning Inc.3,307$437K0.25%+60813F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV3,295$435K0.13%+1013F-HRTimeline
LJI Wealth Management, LLC3,272$432K0.08%-9313F-HRTimeline
Westmount Partners, LLC3,258$431K0.12%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA3,236$428K0.02%013F-HRTimeline
PINNACLE ASSOCIATES LTD3,233$427K0.01%-6913F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,231$427K<0.01%013F-HRTimelineGroup
Coastal Bridge Advisors, LLC3,202$423K0.04%-10013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,201$423K0.03%-52913F-HRTimeline
Grove Bank & Trust3,197$422K0.05%+40013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,181$420K0.01%-913F-HRTimeline
Icon Wealth Advisors, LLC3,162$418K0.03%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC3,133$414K0.03%+19413F-HRTimeline
Holland Advisory Services, Inc.3,101$410K0.6%+1213F-HRTimeline
Rockbridge Investment Management, LCC3,101$410K0.04%013F-HRTimeline
ANDERSON HOAGLAND & CO3,100$410K0.04%013F-HRTimeline
FIRST UNITED BANK & TRUST3,096$409K0.14%-74013F-HRTimeline
Trilogy Capital Inc.3,085$408K0.02%-4913F-HRTimeline
Topsail Wealth Management, LLC3,084$408K0.07%013F-HRTimeline
Lloyd Advisory Services, LLC.3,066$405K0.2%+51413F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,064$405K0.02%-1,80013F-HRTimeline
McKinley Carter Wealth Services, Inc.3,027$400K0.02%-13513F-HRTimeline
N.E.W. Advisory Services LLC3,021$399K0.04%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,009$398K0.15%-5513F-HRTimeline
Cranbrook Wealth Management, LLC3,007$397K0.08%-7813F-HRTimeline
SCS Capital Management LLC3,001$397K<0.01%013F-HRTimeline
First Bancorp, Inc /ME/3,000$396K0.23%013F-HRTimeline
PITTENGER & ANDERSON INC3,000$396K0.01%013F-HRTimeline
Gateway Wealth Partners, LLC2,996$396K0.08%new13F-HRTimeline
Richardson Capital Management LLC2,966$392K0.21%-2313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,966$392K0.11%-4013F-HRTimelineGroup
NWAM LLC2,910$391K0.02%+81113F-HR/ATimeline
Firestone Capital Management2,960$391K0.09%013F-HRTimeline
Bridgewater Advisors Inc.2,854$390K0.03%+113F-HRTimeline
Partners in Financial Planning2,910$385K0.07%+113F-HRTimeline
Breakwater Capital Group2,905$384K0.06%+10313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,888$382K0.01%+1,29813F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC2,871$379K0.02%+33813F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,760$379K0.11%+61013F-HRTimeline
DAGCO, INC.2,866$379K0.11%-32213F-HRTimeline
Fulton Bank, N.A.2,839$375K0.01%+62513F-HRTimeline
DAVIDSON TRUST CO2,810$371K0.17%013F-HRTimeline
Prime Capital Investment Advisors, LLC2,808$371K<0.01%-70213F-HRTimeline
Glass Jacobson Investment Advisors llc2,807$371K0.14%-19613F-HRTimeline
Cascade Financial Partners, LLC2,797$370K0.04%-913F-HRTimeline
Cherry Tree Wealth Management, LLC2,791$369K0.09%013F-HRTimeline
Perigon Wealth Management, LLC2,763$365K0.01%+813F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,761$365K0.03%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,715$359K0.02%+1513F-HR/ATimeline
Pinion Investment Advisors, LLC2,698$357K0.12%-17513F-HRTimeline
Ironwood Investment Counsel, LLC2,698$357K0.06%+72513F-HRTimeline
FIRST FINANCIAL CORP /IN/2,684$355K0.16%013F-HRTimeline
TFG Advisers LLC2,679$354K0.12%+713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,669$353K<0.01%-19113F-HR/ATimelineGroup
Empirical Financial Services, LLC d.b.a…2,664$352K0.01%+24813F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,662$352K0.12%-77913F-HRTimeline
MGO ONE SEVEN LLC2,628$347K0.01%+3113F-HRTimeline
NTV Asset Management LLC2,626$347K0.04%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.2,619$346K0.03%013F-HRTimelineGroup
Vantage Financial Partners, LLC2,618$346K0.08%-5313F-HRTimeline
FLP Wealth Management, LLC2,610$345K0.97%+87613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,607$344K<0.01%+1,62913F-HRTimelineGroup
Fiduciary Wealth Partners, LLC2,591$342K0.32%new13F-HRTimeline
IFG Advisory, LLC2,586$342K0.02%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC2,585$342K0.12%013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV2,571$340K0.08%013F-HRTimeline
Modern Wealth Management, LLC2,563$339K0.01%+52713F-HR/ATimeline
Rench Wealth Management, Inc.2,541$336K0.11%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL2,533$335K0.01%+75013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,528$334K0.01%013F-HRTimelineGroup
Cohen Capital Management, Inc.2,521$333K0.05%+313F-HRTimeline
Magnus Financial Group LLC2,518$333K0.03%+413F-HRTimeline
BECKER CAPITAL MANAGEMENT INC2,505$331K0.01%+113F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,500$330K0.24%013F-HRTimeline
BEARING POINT CAPITAL, LLC2,500$330K0.06%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,490$329K<0.01%-11913F-HRTimeline
Ballast, Inc.2,487$329K0.09%013F-HR/ATimeline
QRG CAPITAL MANAGEMENT, INC.2,455$324K<0.01%-1,70613F-HRTimeline
APPLETON PARTNERS INC/MA2,447$323K0.02%013F-HRTimeline
Sovran Advisors, LLC2,400$322K0.03%-28713F-HRTimeline
MEANS INVESTMENT CO., INC.2,432$321K0.03%-32513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,421$320K0.01%+50813F-HRTimelineGroup
Strategies Wealth Advisors, LLC2,420$320K0.03%013F-HRTimeline
Family Legacy, Inc.2,407$318K0.1%-2213F-HRTimeline
Florida Trust Wealth Management Co2,390$316K0.01%+12213F-HRTimeline
ORG Partners LLC2,332$313K0.07%+6413F-HRTimeline
SMART Wealth LLC2,360$312K0.1%+50613F-HRTimeline
Joel Isaacson & Co., LLC2,343$310K0.01%-7513F-HRTimeline
THEORY FINANCIAL LLC2,293$309K0.12%013F-HRTimeline
United Advisor Group, LLC2,331$308K0.05%new13F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,328$308K0.24%-313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,311$305K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,308$305K0.02%013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP2,307$305K0.01%-1913F-HRTimeline
POSTROCK PARTNERS LLC2,306$305K0.15%013F-HRTimeline
FDx Advisors, Inc.2,298$304K0.09%-16913F-HRTimeline
KilterHowling LLC2,289$302K0.18%+813F-HRTimeline
Providence Capital Advisors, LLC2,281$301K0.06%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,278$301K<0.01%new13F-HRTimelineGroup
BCGM Wealth Management, LLC2,272$300K0.08%-29413F-HRTimeline
RDA Financial Network2,263$299K0.08%013F-HRTimeline