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Disclosery

IWS ISHARES TR

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ETF (fund)

979 managers (993 13F filers) reported a position in IWS shares at 2025-12-31, 80,292,561 shares in all. 68 filers opened a position and 56 filers sold out during the quarter.

Managers
979
13F filers
993
New
68
Added
336
Reduced
268
Sold out
56
Shares held by filers
80,292,561

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WEDGEWOOD INVESTORS INC /PA/5,849$825K0.94%-1,44313F-HRTimeline
Crescent Grove Advisors, LLC5,814$820K0.08%013F-HRTimeline
Jacobs Equity LLC5,809$819K0.79%13F-HRTimeline
HB Wealth Management, LLC5,716$806K0.01%+15513F-HRTimeline
Keel Point, LLC5,707$805K0.05%+2313F-HRTimeline
Parkshore Wealth Management, Inc.5,689$802K0.3%+2413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,677$801K0.02%+8413F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC5,673$800K0.04%+1,93713F-HRTimeline
Stonebridge Financial Planning Group, L…5,635$795K0.29%+13413F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,611$791K0.01%+22213F-HRTimelineGroup
Trivium Point Advisory, LLC5,609$791K0.08%-45613F-HRTimeline
Ballew Advisors, Inc5,355$788K0.44%-2813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,123$780K0.23%+1,24113F-HRTimeline
ROMANO BROTHERS AND COMPANY5,526$779K0.09%-19513F-HRTimeline
Gryphon Financial Partners LLC5,431$766K0.08%+23613F-HRTimeline
DAVIS R M INC5,407$763K0.01%-4013F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…5,359$756K0.11%new13F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC5,350$755K0.17%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,344$754K0.01%+1,94313F-HRTimelineGroup
REGIMEN WEALTH, LLC5,334$752K0.22%+2213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,235$738K0.04%-5913F-HRTimeline
Signal Advisors Wealth, LLC5,206$734K0.06%-18213F-HRTimeline
Western Wealth Management, LLC5,139$725K0.03%+1,43313F-HRTimeline
OLD NATIONAL BANCORP /IN/5,134$724K0.01%-13613F-HRTimeline
One Day In July LLC5,095$719K0.06%-4013F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,040$711K0.02%013F-HRTimeline
Vise Technologies, Inc.5,023$709K0.01%+1,50813F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co4,953$699K0.15%013F-HRTimeline
AdvisorNet Financial, Inc4,925$695K0.04%-26313F-HRTimeline
STEVENS CAPITAL PARTNERS4,895$691K0.18%+1413F-HRTimeline
American Trust4,858$685K0.06%-5,25313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,838$682K0.06%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management4,826$681K0.02%+3613F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC4,770$679K<0.01%+1,17013F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC4,812$679K0.04%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,795$676K0.02%+4913F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,790$676K0.01%+1013F-HRTimelineGroup
City Center Advisors, LLC4,765$672K0.62%+33913F-HRTimeline
ORG Partners LLC4,752$671K0.12%+1,18913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,681$660K0.01%-69213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC4,656$657K0.02%-2,40913F-HR/ATimelineGroup
Valeo Financial Advisors, LLC4,643$655K0.01%+1,11313F-HRTimeline
Missouri Trust & Investment Co4,636$654K0.19%+18613F-HRTimeline
Smith & Howard Wealth Management, LLC4,617$651K0.15%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…4,615$651K0.54%+8613F-HRTimeline
ROCKLAND TRUST CO4,588$647K0.03%-613F-HRTimeline
Robertson Stephens Wealth Management, L…4,535$640K0.02%+2913F-HRTimeline
CENTRAL TRUST Co4,493$634K0.01%+3213F-HRTimeline
Perennial Investment Advisors, LLC4,464$630K0.05%-24213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC4,442$627K0.04%-5313F-HRTimeline
Mesirow Financial Investment Management…4,400$620K0.01%-1,22413F-HRTimeline
Red Tortoise LLC4,342$612K0.26%013F-HRTimeline
Port Capital LLC4,325$610K0.03%-28413F-HRTimeline
Bragg Financial Advisors, Inc4,314$608K0.02%013F-HRTimeline
Bensler, LLC4,310$608K0.06%+113F-HRTimeline
WASHINGTON TRUST Co4,286$605K0.02%-3113F-HRTimeline
Cornerstone Financial Group, LLC /NE/4,284$604K0.42%+813F-HRTimeline
Manchester Capital Management LLC4,275$603K0.08%-10113F-HRTimeline
PFG Advisors4,275$603K0.03%-8213F-HRTimeline
EIGHT 31 FINANCIAL, LLC4,261$601K0.33%+15713F-HRTimeline
Geometric Wealth Advisors4,222$596K0.08%013F-HRTimeline
Pinnacle Bancorp, Inc.4,195$592K0.17%013F-HRTimeline
Busey Bank4,184$590K0.02%013F-HRTimeline
Decker Retirement Planning Inc.4,180$590K0.29%+28813F-HRTimeline
Prime Capital Investment Advisors, LLC4,169$588K0.01%+21613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC4,121$588K0.09%-4313F-HRTimeline
Park Place Capital Corp4,118$581K0.12%+98913F-HRTimeline
Centennial Advisors, LLC4,116$581K0.75%13F-HRTimeline
Principle Wealth Partners LLC4,110$580K0.03%013F-HRTimeline
Annex Advisory Services, LLC4,108$579K0.01%-13613F-HRTimeline
Stegner Investment Associates Inc.4,106$579K0.31%-44313F-HRTimeline
DIVERSIFIED TRUST CO4,098$578K0.01%-1313F-HRTimeline
Northern Lights Advisors, Inc.4,085$576K0.4%13F-HRTimeline
Berkeley, Inc4,061$573K0.18%+113F-HRTimeline
REINHART PARTNERS, LLC.4,055$572K0.02%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/4,052$572K0.23%-5013F-HRTimelineGroup
WILLNER & HELLER, LLC4,049$571K0.41%-5413F-HRTimeline
Skyline Advisors, Inc.4,018$567K0.19%+1813F-HRTimeline
JP Wealth Management, Inc.5,868$565K0.4%013F-HRTimeline
PFG Investments, LLC3,971$560K0.03%-26313F-HRTimeline
WealthShield Partners, LLC3,957$558K0.06%+2,31213F-HRTimeline
SAX WEALTH ADVISORS, LLC3,957$558K0.03%-76013F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,944$556K0.02%+29313F-HRTimeline
Meramec Financial Planners, LLC3,658$556K0.22%13F-HRTimeline
Savvy Advisors, Inc.3,938$556K0.02%-97113F-HRTimeline
Zhang Financial LLC3,900$550K0.02%+213F-HRTimeline
True Freedom Investing, LLC3,895$549K0.04%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,852$543K-13Timeline
CAHABA WEALTH MANAGEMENT, INC.3,850$543K0.04%-19013F-HRTimeline
Granite Group Advisors, LLC3,800$536K0.3%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC3,776$533K<0.01%-5013F-HRTimeline
IEQ CAPITAL, LLC3,764$531K<0.01%-45513F-HRTimeline
Enclave Advisors LLC3,761$530K0.08%013F-HRTimeline
Sherman Wealth Management LLC3,718$524K0.46%13F-HR/ATimeline
Evanson Asset Management, LLC3,699$522K0.03%+113F-HRTimeline
Simmons Bankin group Simmons Bank3,698$522K0.03%013F-HRTimelineGroup
Advocacy Wealth Management, LLC3,675$518K0.02%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC3,671$518K0.03%-10813F-HRTimeline
Guardian Asset Advisors, LLC3,670$517K0.27%+2113F-HRTimeline
Financial Alternatives, Inc3,662$517K0.3%013F-HRTimeline
FLP Wealth Management, LLC3,656$516K1.22%+67513F-HR/ATimeline
1ST SOURCE BANK3,652$515K0.03%-15013F-HRTimeline
Apella Capital, LLC3,599$508K0.01%+13513F-HRTimeline
Guidance Point Advisors, LLC3,589$506K0.12%+1713F-HRTimeline
Parcion Private Wealth LLC3,589$506K0.03%-1,46013F-HRTimeline
Finley Financial, LLC3,565$503K0.23%013F-HRTimeline
Baker Ellis Asset Management LLC3,517$496K0.06%013F-HRTimeline
Compass Ion Advisors, LLC3,501$494K0.05%+213F-HRTimeline
WealthPLAN Partners, LLC3,497$493K0.07%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,496$493K0.01%+28013F-HRTimeline
WITTENBERG INVESTMENT MANAGEMENT, INC.3,478$491K0.19%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC3,478$491K0.08%-1,07013F-HRTimeline
Cordant, Inc.3,459$488K0.2%-1,55713F-HRTimeline
Pallas Capital Advisors LLC3,459$488K0.02%-15513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,458$488K0.01%+1,04613F-HRTimeline
21 West Wealth Management LLC3,422$483K0.44%013F-HRTimeline
Composition Wealth, LLC3,400$480K0.01%-1,06513F-HRTimeline
BEARING POINT CAPITAL, LLC3,391$478K0.07%+89113F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…3,373$476K<0.01%013F-HRTimelineGroup
Paladin Partners, LLC3,360$474K0.35%13F-HRTimeline
Drucker Wealth 3.0, LLC3,354$473K0.08%-2113F-HRTimeline
Stonebridge Financial Group, LLC / MO3,324$469K0.41%13F-HRTimeline
Perigon Wealth Management, LLC3,271$461K0.01%+313F-HRTimeline
Cooper Financial Group3,257$459K0.05%-14913F-HRTimeline
ASPIRIANT, LLC3,253$459K0.01%+80913F-HRTimeline
LongView Wealth Management3,112$457K0.11%+8713F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,231$456K0.01%013F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA3,228$455K0.02%-913F-HRTimeline
Coastal Bridge Advisors, LLC3,202$452K0.03%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,201$452K0.03%013F-HRTimeline
Grove Bank & Trust3,197$451K0.05%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.3,181$449K0.03%+56213F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC3,168$447K0.03%013F-HRTimeline
Icon Wealth Advisors, LLC3,166$447K0.03%+213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,151$444K0.01%+60513F-HRTimelineGroup
INVESTED ADVISORS3,148$444K0.46%new13F-HRTimeline
Rockbridge Investment Management, LCC3,128$441K0.04%+2713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,119$440K0.07%+1,58113F-HRTimeline
Asset One Wealth Management LLC2,962$438K0.06%13F-HRTimeline
ANDERSON HOAGLAND & CO3,100$437K0.04%013F-HRTimeline
NCM Capital Management, LLC3,100$437K0.16%-30013F-HRTimeline
FIRST UNITED BANK & TRUST3,096$437K0.14%013F-HRTimeline
HANCOCK WHITNEY CORP3,092$436K0.01%-43513F-HRTimeline
Trilogy Capital Inc.3,092$436K0.02%+413F-HRTimeline
Topsail Wealth Management, LLC3,084$435K0.06%013F-HRTimeline
Advisors Capital Management, LLC3,077$434K0.01%new13F-HRTimeline
American Wealth Advisors, LLC3,075$434K0.43%+1413F-HRTimeline
Gateway Wealth Partners, LLC3,056$431K0.05%+3513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC3,034$428K0.11%-72313F-HRTimeline
NWAM LLC2,894$427K0.02%+3613F-HRTimeline
MGO ONE SEVEN LLC3,020$426K0.01%+43913F-HRTimeline
Granite Harbor Advisors, Inc.3,019$426K0.18%-1,01813F-HRTimeline
First Bancorp, Inc /ME/3,010$425K0.23%+1013F-HRTimeline
PITTENGER & ANDERSON INC3,000$423K0.02%013F-HRTimeline
PINNACLE ASSOCIATES LTD2,984$421K0.01%-24913F-HRTimeline
Capital Investment Advisors, LLC2,981$420K0.01%-14313F-HRTimeline
SMART Wealth LLC2,977$420K0.13%+14713F-HRTimeline
Cranbrook Wealth Management, LLC2,970$419K0.08%013F-HRTimeline
Richardson Capital Management LLC2,966$418K0.21%013F-HRTimeline
Firestone Capital Management2,960$418K0.09%013F-HRTimeline
Fortitude Family Office, LLC2,960$418K0.1%013F-HRTimeline
APPLETON PARTNERS INC/MA2,956$417K0.03%-1513F-HRTimeline
N.E.W. Advisory Services LLC2,954$417K0.03%013F-HRTimeline
Breakwater Capital Group2,952$416K0.06%+213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,940$415K0.13%+613F-HRTimeline
Sterling Investment Counsel, LLC3,198$414K0.12%new13F-HRTimeline
Lloyd Advisory Services, LLC.2,924$412K0.16%-3613F-HRTimeline
Partners in Financial Planning2,914$411K0.07%+313F-HRTimeline
Bridgewater Advisors Inc.2,742$408K0.03%013F-HRTimeline
Cyndeo Wealth Partners, LLC2,887$407K0.02%new13F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,875$406K0.09%13F-HRTimeline
DAGCO, INC.2,866$404K0.09%013F-HRTimeline
Snowden Capital Advisors LLC2,841$401K0.01%+1,09213F-HRTimeline
Fulton Bank, N.A.2,839$400K0.01%013F-HRTimeline
DAVIDSON TRUST CO2,810$396K0.17%013F-HRTimeline
Cherry Tree Wealth Management, LLC2,791$394K0.08%013F-HRTimeline
Holland Advisory Services, Inc.2,791$394K0.53%-32313F-HRTimeline
Navigation Wealth Management, Inc.2,770$391K0.58%+3713F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,761$389K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,751$388K<0.01%+25713F-HRTimeline
Granite FO LLC2,750$388K0.21%013F-HRTimeline
Valmark Advisers, Inc.2,708$382K<0.01%-1,88213F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC2,698$381K0.19%13F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,697$380K0.01%013F-HRTimeline
Millington Financial Advisors, LLC2,500$380K0.17%new13F-HRTimeline
Pinion Investment Advisors, LLC2,691$380K0.09%-1,13013F-HRTimeline
FIRST FINANCIAL CORP /IN/2,676$377K0.14%013F-HRTimeline
McKinley Carter Wealth Services, Inc.2,669$376K0.02%-29413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,662$375K0.11%013F-HRTimeline
Dynamic Financial Group2,657$375K0.32%-75713F-HRTimeline
LJI Wealth Management, LLC2,649$374K0.06%-44013F-HRTimeline
United Advisor Group, LLC2,647$373K0.05%+6213F-HRTimeline
NTV Asset Management LLC2,626$370K0.04%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,598$366K<0.01%-413F-HRTimelineGroup
Fiduciary Wealth Partners, LLC2,591$365K0.15%013F-HRTimeline
Magnus Financial Group LLC2,589$365K0.03%+7713F-HRTimeline
IFG Advisory, LLC2,587$365K0.02%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC2,585$365K0.11%013F-HRTimeline
Integrity Wealth Solutions LLC2,571$363K0.14%013F-HRTimeline
PLANNING DIRECTIONS INC2,544$359K0.18%+26213F-HRTimeline