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Disclosery

IWS ISHARES TR

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ETF (fund)

923 managers (935 13F filers) reported a position in IWS shares at 2025-09-30, 79,559,264 shares in all. 75 filers opened a position and 51 filers sold out during the quarter.

Managers
923
13F filers
935
New
75
Added
282
Reduced
309
Sold out
51
Shares held by filers
79,559,264

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
World Investment Advisors5,026$702K0.01%+813F-HRTimeline
Cordant, Inc.5,016$701K0.32%-2613F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co4,953$692K0.15%013F-HRTimeline
Savvy Advisors, Inc.4,909$686K0.03%+2,76113F-HRTimeline
STEVENS CAPITAL PARTNERS4,881$682K0.2%+28413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,838$676K0.06%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC4,801$671K0.03%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,790$669K0.02%+45113F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,780$668K0.01%+1113F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,746$663K0.03%-1313F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC4,717$659K0.04%+413F-HRTimeline
Perennial Investment Advisors, LLC4,706$657K0.05%-48013F-HRTimeline
Ironwood Investment Counsel, LLC4,703$657K0.1%+2,00513F-HRTimeline
Smith & Howard Wealth Management, LLC4,617$645K0.15%013F-HRTimeline
Allworth Financial LP4,611$644K<0.01%+38813F-HRTimeline
Port Capital LLC4,609$644K0.03%+1313F-HRTimeline
ROCKLAND TRUST CO4,594$642K0.03%-19313F-HRTimeline
Valmark Advisers, Inc.4,590$641K0.01%-5913F-HRTimeline
Stegner Investment Associates Inc.4,549$635K0.35%-96513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,548$635K0.11%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…4,529$633K0.63%013F-HRTimeline
Friday Financial4,524$632K0.26%+96413F-HRTimeline
Robertson Stephens Wealth Management, L…4,506$629K0.02%+613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC4,495$628K0.04%013F-HRTimeline
Composition Wealth, LLC4,465$624K0.01%+24513F-HRTimeline
CENTRAL TRUST Co4,461$623K0.01%-3,84113F-HRTimeline
Missouri Trust & Investment Co4,450$622K0.18%-2513F-HRTimeline
City Center Advisors, LLC4,426$618K0.6%+19813F-HRTimeline
Manchester Capital Management LLC4,376$611K0.08%013F-HRTimeline
TBH Global Asset Management, LLC4,357$609K0.12%new13F-HRTimeline
PFG Advisors4,357$609K0.02%new13F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp4,344$607K<0.01%-79613F-HRTimelineGroup
Red Tortoise LLC4,342$606K0.27%013F-HRTimeline
WASHINGTON TRUST Co4,317$603K0.02%013F-HRTimeline
Bragg Financial Advisors, Inc4,314$603K0.02%013F-HRTimeline
Bensler, LLC4,309$602K0.06%-2413F-HRTimeline
Cornerstone Financial Group, LLC /NE/4,276$597K0.46%+813F-HRTimeline
Annex Advisory Services, LLC4,244$593K0.01%-65713F-HRTimeline
PFG Investments, LLC4,234$591K0.03%+913F-HRTimeline
Geometric Wealth Advisors4,222$590K0.08%013F-HRTimeline
IEQ CAPITAL, LLC4,219$589K<0.01%-25613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC4,164$586K0.1%-5613F-HRTimeline
Pinnacle Bancorp, Inc.4,195$586K0.17%-1113F-HRTimeline
Busey Bank4,184$584K0.02%013F-HRTimeline
DIVERSIFIED TRUST CO4,111$574K0.01%-90113F-HRTimeline
Principle Wealth Partners LLC4,110$574K0.03%-1,04513F-HRTimeline
EIGHT 31 FINANCIAL, LLC4,104$573K0.32%013F-HRTimeline
WILLNER & HELLER, LLC4,103$573K0.44%-13313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/4,102$573K0.23%-38113F-HRTimelineGroup
Berkeley, Inc4,060$567K0.18%-14813F-HRTimeline
JP Wealth Management, Inc.5,868$567K0.38%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.4,040$564K0.04%+7413F-HRTimeline
Granite Harbor Advisors, Inc.4,037$564K0.24%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,033$563K-2,152Timeline
Skyline Advisors, Inc.4,000$559K0.19%+1513F-HRTimeline
Mathes Company, Inc.3,995$558K0.2%013F-HRTimeline
Prime Capital Investment Advisors, LLC3,953$552K0.01%+1,14513F-HRTimeline
Zhang Financial LLC3,898$544K0.02%+213F-HRTimeline
Decker Retirement Planning Inc.3,892$544K0.3%+58513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,882$542K0.19%+3313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,865$540K-211Timeline
Pinion Investment Advisors, LLC3,821$537K0.15%+1,12313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA3,829$535K0.03%013F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC3,826$534K<0.01%013F-HRTimeline
Total Wealth Planning, LLC3,819$533K0.06%-3313F-HRTimeline
1ST SOURCE BANK3,802$531K0.03%013F-HRTimeline
Granite Group Advisors, LLC3,800$531K0.32%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC3,779$528K0.03%-29913F-HRTimeline
Enclave Advisors LLC3,761$525K0.08%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC3,757$525K0.13%-1013F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,736$522K0.03%+86513F-HRTimeline
Western Wealth Management, LLC3,706$518K0.03%-4613F-HRTimeline
Evanson Asset Management, LLC3,698$517K0.03%+113F-HRTimeline
Simmons Bankin group Simmons Bank3,698$516K0.03%-2613F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC3,687$515K0.08%new13F-HRTimeline
Advocacy Wealth Management, LLC3,675$513K0.02%new13F-HRTimeline
Financial Alternatives, Inc3,662$511K0.31%013F-HRTimeline
Guardian Asset Advisors, LLC3,649$510K0.27%-31213F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,651$510K0.02%+19113F-HRTimeline
ORG Partners LLC3,563$508K0.09%+1,23113F-HRTimeline
Pallas Capital Advisors LLC3,614$505K0.02%-2213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,600$503K<0.01%new13F-HRTimelineGroup
Guidance Point Advisors, LLC3,572$499K0.12%+1413F-HRTimeline
Finley Financial, LLC3,565$498K0.23%013F-HRTimeline
Valeo Financial Advisors, LLC3,530$493K0.01%-27013F-HRTimeline
HANCOCK WHITNEY CORP3,527$493K0.01%-5813F-HRTimeline
Baker Ellis Asset Management LLC3,517$491K0.06%013F-HRTimeline
Vise Technologies, Inc.3,515$491K0.02%new13F-HRTimeline
Compass Ion Advisors, LLC3,499$489K0.05%+213F-HRTimeline
WealthPLAN Partners, LLC3,497$488K0.07%-26313F-HRTimeline
WITTENBERG INVESTMENT MANAGEMENT, INC.3,478$486K0.19%013F-HRTimeline
21 West Wealth Management LLC3,422$478K0.45%013F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV3,420$478K0.13%+12513F-HRTimeline
Dynamic Financial Group3,414$477K0.41%-16413F-HRTimeline
Apella Capital, LLC3,464$476K0.01%+12613F-HRTimeline
Cooper Financial Group3,406$476K0.05%+313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,401$475K0.01%+51313F-HRTimelineGroup
NCM Capital Management, LLC3,400$475K0.18%-2213F-HRTimeline
LGT Financial Advisors LLC3,382$472K1.02%+1413F-HRTimeline
Drucker Wealth 3.0, LLC3,375$471K0.08%-6213F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…3,373$471K<0.01%-27513F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC3,306$462K0.01%+12513F-HRTimeline
Perigon Wealth Management, LLC3,268$456K0.01%+50513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA3,237$452K0.02%+113F-HRTimeline
PINNACLE ASSOCIATES LTD3,233$452K0.01%013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,231$451K0.01%013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO3,216$449K0.01%-15813F-HRTimeline
Coastal Bridge Advisors, LLC3,202$447K0.03%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,201$447K0.03%013F-HRTimeline
Grove Bank & Trust3,197$447K0.05%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,168$442K0.03%+3513F-HRTimeline
Icon Wealth Advisors, LLC3,164$442K0.03%+213F-HRTimeline
Park Place Capital Corp3,129$437K0.09%-1,14413F-HRTimeline
Capital Investment Advisors, LLC3,124$436K0.01%-18513F-HRTimeline
Holland Advisory Services, Inc.3,114$435K0.6%+1313F-HRTimeline
Rockbridge Investment Management, LCC3,101$433K0.04%013F-HRTimeline
ANDERSON HOAGLAND & CO3,100$433K0.04%013F-HRTimeline
FIRST UNITED BANK & TRUST3,096$432K0.14%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,090$432K0.02%+2613F-HRTimeline
LJI Wealth Management, LLC3,089$431K0.08%-18313F-HRTimeline
Trilogy Capital Inc.3,088$431K0.02%+313F-HRTimeline
Topsail Wealth Management, LLC3,084$431K0.07%013F-HRTimeline
American Wealth Advisors, LLC3,061$428K0.42%13F-HRTimeline
LongView Wealth Management3,025$423K0.11%new13F-HRTimeline
Gateway Wealth Partners, LLC3,021$422K0.06%+2513F-HRTimeline
First Bancorp, Inc /ME/3,000$419K0.22%013F-HRTimeline
PITTENGER & ANDERSON INC3,000$419K0.02%013F-HRTimeline
FLP Wealth Management, LLC2,981$416K1.17%+37113F-HR/ATimeline
APPLETON PARTNERS INC/MA2,971$415K0.03%+52413F-HRTimeline
Cranbrook Wealth Management, LLC2,970$415K0.08%-3713F-HRTimeline
Richardson Capital Management LLC2,966$414K0.2%013F-HRTimeline
McKinley Carter Wealth Services, Inc.2,963$414K0.02%-6413F-HRTimeline
Firestone Capital Management2,960$413K0.09%013F-HRTimeline
Fortitude Family Office, LLC2,960$413K0.11%new13F-HRTimeline
Lloyd Advisory Services, LLC.2,960$413K0.19%-10613F-HRTimeline
N.E.W. Advisory Services LLC2,954$413K0.04%-6713F-HRTimeline
Breakwater Capital Group2,950$412K0.06%+4513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,934$410K0.14%-7513F-HRTimeline
Partners in Financial Planning2,911$407K0.07%+113F-HRTimeline
DAGCO, INC.2,866$400K0.1%013F-HRTimeline
NWAM LLC2,858$398K0.02%-5213F-HR/ATimeline
Fulton Bank, N.A.2,839$397K0.01%013F-HRTimeline
SMART Wealth LLC2,830$395K0.15%+47013F-HRTimeline
DAVIDSON TRUST CO2,810$392K0.16%013F-HRTimeline
Glass Jacobson Investment Advisors llc2,810$392K0.14%+313F-HRTimeline
Cascade Financial Partners, LLC2,797$391K0.04%013F-HRTimeline
Cherry Tree Wealth Management, LLC2,791$390K0.09%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,761$386K0.03%013F-HRTimeline
Granite FO LLC2,750$384K0.21%-1,29313F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,764$382K0.1%+413F-HRTimeline
Navigation Wealth Management, Inc.2,733$382K0.56%+88813F-HRTimeline
First Western Trust Bank2,715$379K0.02%-84313F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,697$377K0.01%+3313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,690$376K0.02%-2513F-HRTimeline
Bridgewater Advisors Inc.2,742$376K0.03%-11213F-HRTimeline
FIRST FINANCIAL CORP /IN/2,676$374K0.15%-813F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,662$372K0.11%013F-HRTimeline
SCS Capital Management LLC2,642$369K<0.01%-35913F-HRTimeline
NTV Asset Management LLC2,626$367K0.04%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.2,619$366K0.03%013F-HRTimelineGroup
Balefire, LLC2,607$364K0.07%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,602$363K<0.01%-513F-HRTimelineGroup
Fiduciary Wealth Partners, LLC2,591$362K0.15%013F-HRTimeline
IFG Advisory, LLC2,587$361K0.02%+113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC2,585$361K0.11%013F-HRTimeline
United Advisor Group, LLC2,585$361K0.05%+25413F-HRTimeline
MGO ONE SEVEN LLC2,581$360K0.01%-4713F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV2,571$359K0.08%013F-HRTimeline
PFG Private Wealth Management, LLC2,571$359K0.16%new13F-HRTimeline
Integrity Wealth Solutions LLC2,571$359K0.16%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,546$356K0.01%new13F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,546$356K0.11%-42013F-HRTimelineGroup
VAUGHAN DAVID INVESTMENTS LLC/IL2,533$354K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,528$353K0.01%013F-HRTimelineGroup
Cohen Capital Management, Inc.2,524$353K0.05%+313F-HRTimeline
Vantage Financial Partners, LLC2,519$352K0.07%-9913F-HRTimeline
Magnus Financial Group LLC2,512$351K0.03%-613F-HRTimeline
BECKER CAPITAL MANAGEMENT INC2,506$350K0.01%+113F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,500$349K0.23%013F-HRTimeline
BEARING POINT CAPITAL, LLC2,500$349K0.06%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,494$348K<0.01%+413F-HRTimeline
Ballast, Inc.2,487$347K0.08%013F-HRTimeline
Dynamic Advisor Solutions LLC2,475$346K0.01%+80013F-HRTimeline
Douglass Winthrop Advisors, LLC2,458$343K0.01%new13F-HRTimeline
ASPIRIANT, LLC2,444$341K0.01%-2,50613F-HRTimeline
Strategies Wealth Advisors, LLC2,420$338K0.04%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,412$337K0.01%+10513F-HRTimeline
Florida Trust Wealth Management Co2,390$334K0.01%013F-HRTimeline
Sovran Advisors, LLC2,427$334K0.03%+2713F-HRTimeline
Family Legacy, Inc.2,382$333K0.1%-2513F-HRTimeline
Joel Isaacson & Co., LLC2,344$327K0.01%+113F-HRTimeline
Argentarii, LLC2,332$326K0.13%+38713F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,328$325K0.24%013F-HRTimeline
Caprock Group, LLC2,335$324K0.01%13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,311$323K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,308$322K0.02%013F-HRTimelineGroup
POSTROCK PARTNERS LLC2,306$322K0.14%013F-HRTimeline
Foster Victor Wealth Advisors, LLC2,280$321K0.02%new13F-HRTimeline
KilterHowling LLC2,298$321K0.18%+913F-HRTimeline
MEANS INVESTMENT CO., INC.2,295$321K0.03%-13713F-HRTimeline