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Disclosery

IWS ISHARES TR

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ETF (fund)

978 managers (996 13F filers) reported a position in IWS shares at 2026-03-31, 76,734,068 shares in all. 65 filers opened a position and 50 filers sold out during the quarter.

Managers
978
13F filers
996
New
65
Added
267
Reduced
369
Sold out
50
Shares held by filers
76,734,068

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Crescent Grove Advisors, LLC5,814$847K0.08%013F-HRTimeline
B. Riley Wealth Advisors, Inc.5,916$842K0.05%-14713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,774$842K0.01%+43013F-HRTimelineGroup
WEDGEWOOD INVESTORS INC /PA/5,705$831K0.95%-14413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,679$828K0.02%new13F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,611$818K0.01%013F-HRTimelineGroup
DIVERSIFIED MANAGEMENT INC5,600$816K0.14%+2,72513F-HRTimeline
Trivium Point Advisory, LLC5,598$816K0.15%-1113F-HRTimeline
ROMANO BROTHERS AND COMPANY5,466$797K0.09%-6013F-HRTimeline
Ballew Advisors, Inc5,210$793K0.45%-14513F-HRTimeline
Gryphon Financial Partners LLC5,431$792K0.08%013F-HRTimeline
Stonebridge Financial Planning Group, L…5,356$781K0.29%-27913F-HRTimeline
REGIMEN WEALTH, LLC5,350$780K0.23%+1613F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,350$780K0.19%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,295$772K0.04%+6013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,286$770K<0.01%new13F-HRTimelineGroup
Parkshore Wealth Management, Inc.5,281$770K0.26%-40813F-HRTimeline
Atria Investments, Inc5,252$765K0.01%-5,94513F-HRTimeline
Triad Wealth Partners, LLC5,194$757K0.06%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,182$755K0.19%+5913F-HRTimeline
Western Wealth Management, LLC5,133$748K0.03%-613F-HR/ATimeline
DAVIS R M INC5,132$748K0.01%-27513F-HRTimeline
One Day In July LLC5,076$740K0.06%-1913F-HRTimeline
Signal Advisors Wealth, LLC5,063$738K0.05%-14313F-HRTimeline
Alesco Advisors, LLC, An ESL Co5,040$735K0.02%013F-HRTimeline
Stegner Investment Associates Inc.5,026$732K0.4%+92013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co4,953$722K0.16%013F-HRTimeline
Prime Capital Investment Advisors, LLC4,920$717K0.01%+75113F-HRTimeline
City Center Advisors, LLC4,864$709K0.66%+9913F-HRTimeline
Vise Technologies, Inc.5,023$709K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,861$708K0.02%+3513F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,851$707K0.02%-82613F-HRTimelineGroup
STEVENS CAPITAL PARTNERS4,838$705K0.17%-5713F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…4,838$705K0.06%13F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/4,809$701K0.01%-32513F-HRTimeline
AdvisorNet Financial, Inc4,798$699K0.04%-12713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,788$698K0.01%-213F-HRTimelineGroup
ROCKLAND TRUST CO4,734$690K0.03%+14613F-HRTimeline
Missouri Trust & Investment Co4,715$687K0.2%+7913F-HRTimeline
American Trust4,638$676K0.06%-22013F-HRTimeline
Smith & Howard Wealth Management, LLC4,617$673K0.15%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…4,615$673K0.55%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/4,289$671K0.43%+513F-HRTimeline
Valeo Financial Advisors, LLC4,606$666K0.02%-3713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,544$662K0.01%-3,81513F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,530$660K0.01%-15113F-HRTimelineGroup
Spectrum Advisors, Inc.4,509$657K0.52%13F-HRTimeline
Apella Capital, LLC4,192$654K0.01%+59313F-HRTimeline
Perennial Investment Advisors, LLC4,439$647K0.05%-2513F-HRTimeline
Robertson Stephens Wealth Management, L…4,408$642K0.02%-12713F-HRTimeline
Bragg Financial Advisors, Inc4,377$638K0.02%+6313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,341$633K0.01%+2,01413F-HRTimeline
Red Tortoise LLC4,316$629K0.26%-2613F-HRTimeline
Bensler, LLC4,311$628K0.06%+113F-HRTimeline
Decker Retirement Planning Inc.4,308$628K0.28%+12813F-HRTimeline
Geometric Wealth Advisors4,305$627K0.08%+8313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC4,122$627K0.1%+113F-HRTimeline
EIGHT 31 FINANCIAL, LLC4,261$621K0.38%013F-HRTimeline
Port Capital LLC4,249$619K0.03%-7613F-HRTimeline
Annex Advisory Services, LLC4,222$615K0.01%+11413F-HRTimeline
Pinnacle Bancorp, Inc.4,195$611K0.18%013F-HRTimeline
Busey Bank4,184$610K0.02%013F-HRTimeline
CENTRAL TRUST Co4,183$610K0.01%-31013F-HRTimeline
Principle Wealth Partners LLC4,110$599K0.03%013F-HRTimeline
Northern Lights Advisors, Inc.4,085$595K0.4%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,056$591K0.02%+11213F-HRTimeline
Dorsey & Whitney Trust CO LLC4,052$591K0.03%-76013F-HRTimeline
WILLNER & HELLER, LLC4,052$591K0.44%+313F-HRTimeline
Skyline Advisors, Inc.4,030$587K0.2%+1213F-HRTimeline
Paladin Partners, LLC4,030$587K0.42%+67013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/4,014$585K0.21%-3813F-HRTimelineGroup
Manchester Capital Management LLC3,975$579K0.08%-30013F-HRTimeline
Centennial Advisors, LLC3,973$579K0.74%-14313F-HRTimeline
Guardian Asset Advisors, LLC3,934$573K0.34%+26413F-HRTimeline
Enclave Advisors LLC3,931$573K0.08%+17013F-HRTimeline
JP Wealth Management, Inc.5,868$571K0.39%013F-HRTimeline
PFG Advisors3,901$569K0.03%-37413F-HRTimeline
Zhang Financial LLC3,901$568K0.02%+113F-HRTimeline
FLP Wealth Management, LLC3,898$568K1.17%+24213F-HR/ATimeline
DIVERSIFIED TRUST CO3,897$568K0.01%-20113F-HRTimeline
Granite Group Advisors, LLC3,800$563K0.34%013F-HRTimeline
Berkeley, Inc3,829$558K0.19%-23213F-HRTimeline
Oak Asset Management, LLC3,811$555K0.19%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC3,776$550K<0.01%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,768$549K0.04%-8213F-HRTimeline
IEQ CAPITAL, LLC3,747$546K<0.01%-1713F-HRTimeline
Advisors Capital Management, LLC3,735$544K0.01%+65813F-HRTimeline
SAX WEALTH ADVISORS, LLC3,845$542K0.03%-11213F-HRTimeline
Pinion Investment Advisors, LLC3,720$542K0.13%+1,02913F-HRTimeline
Next Capital Management LLC3,712$541K0.16%+1,46613F-HRTimeline
LongView Wealth Management3,518$541K0.14%+40613F-HRTimeline
Sherman Wealth Management LLC3,703$540K0.46%-1513F-HRTimeline
Evanson Asset Management, LLC3,700$539K0.03%+113F-HRTimeline
Simmons Bankin group Simmons Bank3,698$539K0.04%013F-HRTimelineGroup
Advocacy Wealth Management, LLC3,675$536K0.02%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC3,671$535K0.03%013F-HRTimeline
WASHINGTON TRUST Co3,671$535K0.02%-61513F-HRTimeline
Financial Alternatives, Inc3,662$534K0.29%013F-HRTimeline
1ST SOURCE BANK3,652$532K0.03%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,635$530K0.02%-1,16013F-HR/ATimelineGroup
Guidance Point Advisors, LLC3,600$525K0.12%+1113F-HRTimeline
KINTRA WEALTH, LLC3,599$524K0.04%+1,94513F-HRTimeline
Parcion Private Wealth LLC3,589$523K0.03%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,587$523K0.01%+9113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,581$522K-271Timeline
Savvy Advisors, Inc.3,570$520K0.01%-36813F-HRTimeline
Finley Financial, LLC3,565$520K0.24%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,555$518K0.01%+2,25413F-HRTimeline
Baker Ellis Asset Management LLC3,517$513K0.06%013F-HRTimeline
Compass Ion Advisors, LLC3,503$510K0.05%+213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,494$509K<0.01%+89613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,489$508K0.01%+33813F-HRTimelineGroup
WITTENBERG INVESTMENT MANAGEMENT, INC.3,478$507K0.19%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC3,478$507K0.09%013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding3,452$503K+1,726Timeline
Pallas Capital Advisors LLC3,441$501K0.02%-1813F-HRTimeline
21 West Wealth Management LLC3,422$499K0.46%013F-HRTimeline
BEARING POINT CAPITAL, LLC3,391$494K0.08%013F-HRTimeline
PFG Investments, LLC3,384$493K0.02%-58713F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…3,373$492K<0.01%013F-HRTimelineGroup
Composition Wealth, LLC3,372$491K0.01%-2813F-HRTimeline
Stonebridge Financial Group, LLC / MO3,356$489K0.41%+3213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,344$487K0.08%+22513F-HRTimeline
Drucker Wealth 3.0, LLC3,344$487K0.09%-1013F-HRTimeline
Icon Wealth Advisors, LLC3,163$487K0.03%-313F-HRTimeline
Blue Trust, Inc.3,262$475K0.01%+1,14013F-HRTimeline
HANCOCK WHITNEY CORP3,060$475K0.01%-3213F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,245$473K0.01%+1413F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA3,229$471K0.02%+113F-HRTimeline
Coastal Bridge Advisors, LLC3,211$468K0.03%+913F-HRTimeline
JFS WEALTH ADVISORS, LLC3,168$462K0.03%013F-HRTimeline
Asset One Wealth Management LLC2,962$461K0.05%013F-HRTimeline
INVESTED ADVISORS3,152$459K0.46%+413F-HRTimeline
WealthPlan Investment Management, LLC3,149$459K0.03%new13F-HRTimeline
Grove Bank & Trust3,141$458K0.05%-5613F-HRTimeline
Rockbridge Investment Management, LCC3,103$452K0.04%-2513F-HRTimeline
ANDERSON HOAGLAND & CO3,100$452K0.04%013F-HRTimeline
NCM Capital Management, LLC3,100$452K0.16%013F-HRTimeline
CPC Advisors, LLC3,088$450K0.07%new13F-HRTimeline
Topsail Wealth Management, LLC3,084$449K0.07%013F-HRTimeline
Breakwater Capital Group3,045$444K0.06%+9313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,022$440K0.03%-17913F-HRTimeline
SMART Wealth LLC3,018$440K0.13%+4113F-HRTimeline
First Bancorp, Inc /ME/3,010$439K0.22%013F-HRTimeline
Firestone Capital Management3,010$439K0.09%+5013F-HRTimeline
PITTENGER & ANDERSON INC3,000$437K0.02%013F-HRTimeline
BCS Wealth Management3,000$437K0.09%-3,00013F-HRTimeline
Granite Harbor Advisors, Inc.2,999$437K0.19%-2013F-HRTimeline
PINNACLE ASSOCIATES LTD2,984$435K0.01%013F-HRTimeline
Navigation Wealth Management, Inc.2,982$435K1.57%+21213F-HRTimeline
FIRST UNITED BANK & TRUST2,981$434K0.14%-11513F-HRTimeline
American Wealth Advisors, LLC2,976$434K0.45%-9913F-HRTimeline
Richardson Capital Management LLC2,966$432K0.21%013F-HRTimeline
Bridgewater Advisors Inc.2,742$432K0.03%013F-HRTimeline
Fortitude Family Office, LLC2,960$431K0.1%013F-HRTimeline
Capital Investment Advisors, LLC2,957$431K0.01%-2413F-HR/ATimeline
N.E.W. Advisory Services LLC2,954$430K0.03%013F-HRTimeline
APPLETON PARTNERS INC/MA2,946$429K0.03%-1013F-HRTimeline
Cranbrook Wealth Management, LLC2,918$425K0.09%-5213F-HRTimeline
Partners in Financial Planning2,916$425K0.07%+213F-HRTimeline
Trilogy Capital Inc.2,907$424K0.02%-18513F-HRTimeline
MGO ONE SEVEN LLC2,875$419K0.01%-14513F-HRTimeline
DAGCO, INC.2,866$418K0.09%013F-HRTimeline
Fulton Bank, N.A.2,839$414K0.01%013F-HRTimeline
DAVIDSON TRUST CO2,810$410K0.18%013F-HRTimeline
R.H. Investment Group, LLC2,688$408K0.31%new13F-HRTimeline
Holland Advisory Services, Inc.2,797$408K0.55%+613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,761$402K0.03%013F-HRTimeline
Perigon Wealth Management, LLC2,759$402K0.01%-51213F-HRTimeline
PLANNING DIRECTIONS INC2,712$395K0.2%+16813F-HRTimeline
Legacy Wealth Partners, LLC2,708$395K0.1%+25213F-HRTimeline
Valmark Advisers, Inc.2,688$392K<0.01%-2013F-HRTimeline
Meramec Financial Planners, LLC2,501$392K0.16%-1,15713F-HRTimeline
Cherry Tree Wealth Management, LLC2,676$390K0.08%-11513F-HRTimeline
FIRST FINANCIAL CORP /IN/2,674$390K0.15%-213F-HRTimeline
Millington Financial Advisors, LLC2,500$389K0.16%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,662$388K0.11%013F-HRTimeline
LJI Wealth Management, LLC2,649$386K0.06%013F-HRTimeline
Magnus Financial Group LLC2,633$384K0.03%+4413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,630$383K0.11%-31013F-HRTimeline
NTV Asset Management LLC2,626$383K0.04%013F-HRTimeline
XY Planning Network, Inc.2,602$382K0.06%+16213F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.2,619$382K0.03%-56213F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.2,616$381K0.02%-5313F-HRTimeline
NWAM LLC2,594$378K0.02%-30013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,590$377K0.1%-44413F-HRTimeline
ACIMA PRIVATE WEALTH, LLC2,585$377K0.12%013F-HRTimeline
Dynamic Financial Group2,581$376K0.31%-7613F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,581$376K0.01%-11613F-HRTimeline
Integrity Wealth Solutions LLC2,571$375K0.15%013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV2,540$370K0.08%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL2,533$369K0.01%013F-HRTimeline
Cohen Capital Management, Inc.2,530$369K0.06%+213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,528$368K0.01%013F-HRTimelineGroup
Joel Isaacson & Co., LLC2,510$366K0.01%+113F-HRTimeline
K.J. Harrison & Partners Inc2,505$365K0.06%new13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC2,503$365K0.02%new13F-HRTimeline
Sovran Advisors, LLC2,325$364K0.03%-613F-HRTimeline
Mathes Company, Inc.2,500$364K0.13%013F-HRTimeline
Ballast, Inc.2,487$362K0.08%013F-HRTimeline