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Disclosery

IWS ISHARES TR

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ETF (fund)

937 managers (949 13F filers) reported a position in IWS shares at 2024-12-31, 84,077,955 shares in all. 60 filers opened a position and 32 filers sold out during the quarter.

Managers
937
13F filers
949
New
60
Added
301
Reduced
268
Sold out
32
Shares held by filers
84,077,955

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,311$299K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,308$299K0.02%+15013F-HRTimelineGroup
Checchi Capital Advisers, LLC2,308$299K0.02%new13F-HRTimeline
THEORY FINANCIAL LLC2,293$297K0.12%+20013F-HRTimeline
Florida Trust Wealth Management Co2,268$293K0.01%-30013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.2,265$293K0.14%+313F-HRTimeline
RDA Financial Network2,263$293K0.09%013F-HRTimeline
NWAM LLC2,259$292K0.02%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,253$291K0.01%new13F-HRTimeline
White Knight Strategic Wealth Advisors,…2,240$290K0.12%new13F-HRTimeline
Transce3nd, LLC2,235$289K0.1%13F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,147$288K0.09%-713F-HRTimeline
Fulton Bank, N.A.2,214$286K0.01%013F-HRTimeline
Regal Investment Advisors LLC2,212$286K0.02%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,208$286K0.01%-1,05313F-HRTimelineGroup
Edge Capital Group, LLC2,199$284K0.01%013F-HRTimeline
Altus Wealth Group LLC2,199$284K0.13%013F-HRTimeline
Cape Investment Advisory, Inc.2,189$283K0.11%+4513F-HRTimeline
Headlands Technologies LLC2,189$283K0.03%new13F-HRTimeline
Decker Retirement Planning Inc.2,179$282K0.16%13F-HRTimeline
POSTROCK PARTNERS LLC2,168$280K0.14%13F-HRTimeline
AIRE ADVISORS, LLC2,158$279K0.06%+613F-HRTimeline
Foundation Wealth Management, LLC\PA2,153$278K0.13%13F-HRTimeline
Lee, Kelleher & Klein Wealth Management2,135$276K0.2%13F-HRTimeline
Northwest Financial Advisors2,133$276K0.23%+1,19113F-HRTimeline
REAP Financial Group, LLC2,117$274K0.07%-20513F-HRTimeline
Crestwood Advisors Group, LLC2,104$272K0.01%+7513F-HRTimeline
Argent Trust Co2,102$272K0.01%013F-HRTimeline
Peak Financial Management, Inc.2,100$272K0.08%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,091$270K0.01%-2713F-HRTimeline
Topsail Wealth Management, LLC2,070$268K0.06%13F-HRTimeline
GERMAN AMERICAN BANCORP, INC.2,065$267K0.03%-19813F-HRTimeline
MIdWestOne Financial Group, Inc.2,064$267K0.04%-1,22313F-HRTimeline
SkyOak Wealth, LLC2,063$267K0.06%-513F-HRTimeline
Legacy Financial Strategies, LLC2,070$267K0.06%013F-HRTimeline
UNION SAVINGS BANK2,060$266K0.13%-4013F-HRTimeline
Ruggaard & Associates LLC2,057$266K0.12%013F-HRTimeline
Modern Wealth Management, LLC2,041$264K0.01%new13F-HR/ATimeline
Dentgroup LLC2,039$264K0.2%-34713F-HRTimeline
Riverpoint Wealth Management Holdings, …2,035$263K0.07%013F-HRTimeline
Delta Financial Group, Inc.2,035$263K0.06%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2,028$262K0.12%013F-HRTimeline
American Money Management, LLC2,026$262K0.05%-43713F-HRTimeline
BostonPremier Wealth LLC2,019$261K0.16%13F-HRTimeline
Summit Wealth Partners, LLC2,016$261K0.05%-1,27013F-HRTimeline
OARSMAN CAPITAL, INC.2,016$261K0.05%013F-HRTimeline
WealthShield Partners, LLC2,000$259K0.04%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,988$257K0.07%013F-HRTimeline
FORTE ASSET MANAGEMENT LLC1,985$257K0.14%013F-HRTimeline
1834 INVESTMENT ADVISORS CO1,981$256K0.03%-713F-HRTimeline
Ironwood Investment Counsel, LLC1,973$255K0.04%013F-HRTimeline
Insight Inv LLC1,970$255K0.18%+1,47213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,962$254K0.01%013F-HRTimelineGroup
MONECO ADVISORS, LLC1,937$251K0.03%013F-HR/ATimeline
Verdence Capital Advisors LLC1,934$250K0.02%+5013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,937$250K0.11%+513F-HRTimeline
Simplicity Wealth,LLC1,915$248K0.05%-28,43713F-HRTimeline
Grey Ledge Advisors, LLC1,914$248K0.06%+813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,908$247K<0.01%+613F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC1,902$246K0.01%+8313F-HR/ATimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,895$245K<0.01%new13F-HRTimelineGroup
Montecito Bank & Trust1,891$245K0.04%013F-HRTimeline
GHP Investment Advisors, Inc.1,886$244K0.01%+8913F-HRTimeline
Clark Capital Management Group, Inc.1,885$244K<0.01%new13F-HRTimeline
Bluespring Wealth Management, LLC1,878$243K0.02%013F-HRTimeline
River Wealth Advisors LLC1,869$242K0.03%+20913F-HRTimeline
TPG Financial Advisors, LLC1,858$240K0.1%-11413F-HRTimeline
FOSTER & MOTLEY INC1,856$240K0.02%-29013F-HRTimeline
RAHLFS CAPITAL, LLC1,850$239K0.24%13F-HR/ATimeline
Plante Moran Financial Advisors, LLC1,847$239K0.02%+13913F-HRTimeline
TigerOak Management, L.L.C.1,844$239K0.09%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,834$237K0.02%013F-HRTimelineGroup
Madison Wealth Partners, Inc1,821$236K0.07%013F-HRTimeline
Resurgent Financial Advisors LLC1,803$233K0.14%013F-HRTimeline
Glassman Wealth Services1,797$232K0.04%013F-HRTimeline
TSFG, LLC1,787$231K0.05%+113F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,783$231K0.01%013F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO1,781$230K0.04%013F-HRTimeline
Edgemoor Investment Advisors, Inc.1,770$229K0.02%013F-HRTimeline
NDVR, Inc.1,763$228K0.22%013F-HRTimeline
Gallacher Capital Management LLC1,755$227K0.11%013F-HRTimeline
SMART Wealth LLC1,736$225K0.08%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,734$224K0.01%+4913F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP1,670$224K0.03%new13F-HRTimeline
Dynamic Advisor Solutions LLC1,727$223K0.01%-26213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,723$223K0.01%013F-HRTimeline
Private Portfolio Partners LLC1,718$222K0.04%013F-HRTimeline
EVERPAR ADVISORS LLC1,713$222K0.11%new13F-HRTimeline
Wealthspire Retirement, LLC1,709$221K0.02%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,711$221K0.16%+1713F-HRTimeline
Moloney Securities Asset Management, LLC1,702$220K0.03%013F-HRTimeline
Triangle Securities Wealth Management1,701$220K0.06%+7013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pinnacle Wealth Management Advisory Gro…1,695$219K0.02%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,693$219K0.07%-1813F-HRTimeline
BLALOCK WILLIAMS, LLC1,686$218K0.25%13F-HRTimeline
Legacy Advisors, LLC1,680$217K0.02%013F-HRTimeline
Haverford Trust Co1,666$215K<0.01%013F-HRTimeline
IBEX WEALTH ADVISORS1,666$215K0.03%new13F-HRTimeline
Unified Investment Management1,665$215K0.24%13F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,663$215K<0.01%013F-HRTimelineGroup
SYM FINANCIAL Corp1,663$215K0.03%-8113F-HRTimeline
CIBC WORLD MARKET INC.1,660$215K<0.01%013F-HRTimeline
Foundation Wealth Management, LLC1,661$215K0.17%013F-HRTimeline
Accelerate Investment Advisors LLC1,642$212K0.19%+2713F-HRTimeline
Blue Trust, Inc.1,634$211K<0.01%+54813F-HR/ATimeline
Welch & Forbes LLC1,631$211K<0.01%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO1,620$210K0.05%013F-HRTimeline
Coston, McIsaac & Partners1,623$209K0.06%013F-HRTimeline
WINTRUST INVESTMENTS LLC1,622$209K0.18%+15013F-HRTimeline
HBC Financial Services, PLLC1,620$209K0.13%013F-HRTimeline
Safeguard Investment Advisory Group, LLC1,614$209K0.06%-713F-HRTimeline
Marotta Asset Management1,617$208K0.04%-28513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,602$207K0.01%+613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,599$207K0.01%-2613F-HRTimelineGroup
Secure Asset Management, LLC1,598$207K0.03%-2213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,600$206K<0.01%-1,00013F-HRTimelineGroup
Arete Wealth Advisors, LLC1,594$206K0.01%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp1,592$206K0.01%-3613F-HRTimelineGroup
LaFleur & Godfrey LLC1,590$206K0.03%013F-HR/ATimeline
Quadcap Wealth Management, LLC1,566$203K0.03%013F-HRTimeline
FLP Wealth Management, LLC1,548$200K0.51%13F-HRTimeline
First Command Advisory Services, Inc.1,546$200K<0.01%-13613F-HRTimeline
2UniFi Bank1,510$195K0.13%13F-HRTimeline
SIGNATUREFD, LLC1,482$192K<0.01%+18713F-HRTimeline
Parkworth Wealth Management, Inc.1,452$188K0.16%13F-HRTimeline
COUNTRY TRUST BANK1,430$185K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,417$183K<0.01%-10313F-HRTimeline
Versant Capital Management, Inc1,396$181K0.04%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,318$170K0.03%013F-HRTimeline
Anchor Investment Management, LLC1,305$169K0.02%013F-HRTimeline
Bristlecone Advisors, LLC1,291$167K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,283$166K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,250$162K0.01%013F-HRTimeline
GAMMA Investing LLC1,237$160K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,179$153K0.03%+513F-HR/ATimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,164$151K0.06%+513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,149$149K0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT1,114$144K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,108$143K0.08%013F-HRTimeline
Prestige Wealth Management Group LLC1,093$141K0.03%013F-HR/ATimeline
ELEVATION WEALTH PARTNERS, LLC1,068$138K0.06%-39613F-HRTimeline
Pineridge Advisors LLC1,044$135K0.05%-15513F-HRTimeline
Sugarloaf Wealth Management, LLC1,044$135K0.03%013F-HRTimeline
High Note Wealth, LLC1,037$134K0.03%new13F-HRTimeline
Smithfield Trust Co1,019$133K0.01%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.990$132K0.08%013F-HRTimeline
Capital Investment Advisory Services, L…1,005$130K0.01%+11313F-HRTimeline
Hilltop National Bank973$126K0.04%013F-HRTimeline
DUNCKER STREETT & CO INC961$124K0.02%013F-HRTimeline
Synergy Investment Management, LLC940$122K0.05%13F-HRTimeline
Midwest Capital Advisors, LLC905$117K0.09%13F-HRTimeline
Sunbelt Securities, Inc.900$116K0.01%+1113F-HRTimeline
Cutler Capital Management, LLC886$115K0.04%013F-HR/ATimeline
CoreFirst Bank & Trust865$112K0.07%-7713F-HRTimeline
Cordgrass Capital Advisors, LLC862$111K0.03%-113F-HRTimeline
Olistico Wealth, LLC844$109K0.06%+113F-HRTimeline
Hamilton Point Investment Advisors, LLC814$105K0.02%013F-HRTimeline
Pflug Koory, LLC808$105K0.05%013F-HRTimeline
Realta Investment Advisors798$104K0.04%+77213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV785$102K0.01%013F-HRTimeline
Bare Financial Services, Inc784$101K0.04%013F-HRTimeline
LEE DANNER & BASS INC767$99.2K0.01%new13F-HRTimeline
Holos Integrated Wealth LLC767$99.2K0.07%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC751$97.1K0.01%+1313F-HRTimeline
Trust Co717$92.7K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.712$92.1K0.01%-3413F-HRTimeline
Stonebridge Financial Group, LLC699$90.4K0.01%13F-HRTimeline
Sound Income Strategies, LLC685$88.6K0.01%-3313F-HRTimeline
STEPH & CO679$87.8K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC667$86.2K0.01%+313F-HRTimeline
AMERIFLEX GROUP, INC.641$85.7K0.04%13F-HRTimeline
EASTERN BANK660$85.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC654$84.6K0.01%13F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…615$80K<0.01%-44113F-HRTimeline
Sage Mountain Advisors LLC618$79.9K0.01%+30313F-HRTimeline
Ridgewood Investments LLC612$79.2K0.04%013F-HRTimeline
Asset Dedication, LLC611$79K0.01%013F-HRTimeline
EPG Wealth Management LLC601$77.7K0.02%-513F-HRTimeline
Provident Wealth Management, LLC596$77.1K0.03%013F-HRTimeline
Beacon Capital Management, LLC589$76.2K0.01%+313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC572$74K0.02%013F-HRTimeline
Founders Financial Alliance, LLC570$73.8K0.02%+113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC556$71.9K0.01%013F-HRTimeline
United Community Bankin group United Community Bank541$70K0.03%+17913F-HRTimelineGroup
FPC INVESTMENT ADVISORY, INC.516$69K0.05%new13F-HRTimeline
Archer Investment Corp524$67.8K0.02%013F-HRTimeline
Riverview Trust Co520$67.3K0.06%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.516$66.7K0.02%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS516$66.7K0.03%013F-HRTimeline
McIlrath & Eck, LLC513$66.3K0.01%-5013F-HRTimeline
Financial Connections Group, Inc.517$66K0.03%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…502$64.9K<0.01%+7513F-HRTimelineGroup
Reyes Financial Architecture, Inc.496$64.2K0.05%13F-HRTimeline
North Star Investment Management Corp.494$63.9K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd483$62.5K0.02%13F-HRTimelineGroup
Bangor Savings Bank466$60.3K0.01%-913F-HRTimeline
Operose Advisors LLC465$60.1K0.02%013F-HRTimeline
Aventura Private Wealth, LLC445$57.6K0.03%13F-HRTimeline
Private Wealth Management Group, LLC415$53.7K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC416$52.4K0.03%13F-HRTimeline