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Disclosery

IWS ISHARES TR

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ETF (fund)

914 managers (927 13F filers) reported a position in IWS shares at 2025-03-31, 84,118,761 shares in all. 50 filers opened a position and 61 filers sold out during the quarter.

Managers
914
13F filers
927
New
50
Added
253
Reduced
351
Sold out
61
Shares held by filers
84,118,761

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
POSTROCK PARTNERS LLC2,306$290K0.14%+13813F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.2,300$290K<0.01%-30013F-HRTimelineGroup
THEORY FINANCIAL LLC2,293$289K0.12%013F-HRTimeline
Verdence Capital Advisors LLC2,282$287K0.02%+34813F-HRTimeline
KilterHowling LLC2,281$287K0.19%+913F-HRTimeline
ORG Partners LLC2,268$286K0.07%-34413F-HRTimeline
Florida Trust Wealth Management Co2,268$286K0.01%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.2,267$286K0.15%+213F-HRTimeline
RDA Financial Network2,263$285K0.08%013F-HRTimeline
Fulton Bank, N.A.2,214$279K0.01%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,211$278K0.01%+313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,206$278K0.01%-1,05813F-HRTimeline
Cape Investment Advisory, Inc.2,195$277K0.11%+613F-HRTimeline
SIGNATUREFD, LLC2,193$276K0.01%+71113F-HRTimeline
AIRE ADVISORS, LLC2,162$272K0.06%+413F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,259$271K<0.01%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management2,135$269K0.2%013F-HRTimeline
Headlands Technologies LLC2,131$268K0.03%-5813F-HRTimeline
Northwest Financial Advisors2,119$267K0.22%-1413F-HRTimeline
Caprock Group, LLC2,114$266K0.01%new13F-HRTimeline
Crestwood Advisors Group, LLC2,104$265K0.01%013F-HRTimeline
Argent Trust Co2,102$265K0.01%013F-HRTimeline
Peak Financial Management, Inc.2,100$265K0.08%013F-HRTimeline
NWAM LLC2,099$264K0.02%-16013F-HRTimeline
GTS SECURITIES LLC2,091$263K0.01%new13F-HRTimeline
Delta Financial Group, Inc.2,039$261K0.06%+413F-HRTimeline
Legacy Financial Strategies, LLC2,070$261K0.06%013F-HRTimeline
UNION SAVINGS BANK2,060$259K0.13%013F-HRTimeline
SkyOak Wealth, LLC2,058$259K0.06%-513F-HRTimeline
Ruggaard & Associates LLC2,057$259K0.11%013F-HRTimeline
Altus Wealth Group LLC2,050$258K0.12%-14913F-HRTimeline
Dentgroup LLC2,037$257K0.19%-213F-HRTimeline
Modern Wealth Management, LLC2,036$256K0.01%-513F-HR/ATimeline
Riverpoint Wealth Management Holdings, …2,035$256K0.07%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2,028$255K0.11%013F-HRTimeline
Regal Investment Advisors LLC2,025$255K0.02%-18713F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,150$255K0.1%+313F-HRTimeline
Dorsey & Whitney Trust CO LLC2,005$253K0.01%-67713F-HRTimeline
WealthShield Partners, LLC2,000$252K0.03%013F-HRTimeline
Marotta Asset Management1,902$252K0.05%+28513F-HRTimeline
Argentarii, LLC1,996$251K0.12%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,988$250K0.07%013F-HRTimeline
American Money Management, LLC1,982$250K0.05%-4413F-HRTimeline
Ironwood Investment Counsel, LLC1,973$249K0.04%013F-HRTimeline
Insight Inv LLC1,970$248K0.17%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,962$247K0.04%013F-HR/ATimelineGroup
CAROLINAS WEALTH CONSULTING LLC1,951$246K0.05%+63313F-HRTimeline
Empower Advisory Group, LLC1,943$245K<0.01%-70913F-HRTimeline
MONECO ADVISORS, LLC1,937$244K0.03%013F-HR/ATimeline
Summit Wealth Partners, LLC1,926$243K0.05%-9013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,923$242K0.18%+21213F-HRTimeline
Grey Ledge Advisors, LLC1,920$242K0.06%+613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,913$241K<0.01%+513F-HRTimelineGroup
Montecito Bank & Trust1,891$238K0.04%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,889$238K0.01%+5513F-HRTimelineGroup
Bluespring Wealth Management, LLC1,878$237K0.02%013F-HRTimeline
River Wealth Advisors LLC1,869$235K0.03%013F-HRTimeline
Accelerate Investment Advisors LLC1,861$234K0.2%+21913F-HRTimeline
FOSTER & MOTLEY INC1,856$234K0.01%013F-HRTimeline
SMART Wealth LLC1,854$234K0.08%+11813F-HRTimeline
Foundation Wealth Management, LLC\PA1,853$233K0.11%-30013F-HRTimeline
RAHLFS CAPITAL, LLC1,850$233K0.23%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,821$229K0.01%-8113F-HR/ATimeline
Glassman Wealth Services1,820$229K0.04%+2313F-HRTimeline
Madison Wealth Partners, Inc1,818$229K0.06%-313F-HRTimeline
OneDigital Investment Advisors LLC1,810$228K<0.01%-1,14913F-HRTimeline
OARSMAN CAPITAL, INC.1,807$228K0.04%-20913F-HRTimeline
Snowden Capital Advisors LLC1,800$227K0.01%-90013F-HRTimeline
Plante Moran Financial Advisors, LLC1,799$227K0.02%-4813F-HRTimeline
GHP Investment Advisors, Inc.1,797$226K0.01%-8913F-HRTimeline
TSFG, LLC1,788$225K0.05%+113F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,783$225K0.01%013F-HRTimeline
Wolf Group Capital Advisors1,784$225K0.08%new13F-HRTimeline
Moloney Securities Asset Management, LLC1,780$224K0.03%+7813F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO1,781$224K0.04%013F-HRTimeline
Resurgent Financial Advisors LLC1,778$224K0.13%-2513F-HRTimeline
Edgemoor Investment Advisors, Inc.1,770$223K0.02%013F-HRTimeline
Gallacher Capital Management LLC1,755$221K0.11%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,737$219K0.01%+313F-HRTimelineGroup
TPG Financial Advisors, LLC1,736$219K0.1%-12213F-HRTimeline
FLP Wealth Management, LLC1,734$218K0.69%+18613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,730$218K0.02%+3513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,723$217K0.01%013F-HRTimeline
Independence Bank of Kentucky1,721$217K0.03%-1,52313F-HRTimeline
Wealthspire Retirement, LLC1,709$215K0.02%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,706$215K0.07%+1313F-HRTimeline
BostonPremier Wealth LLC1,705$215K0.13%-31413F-HRTimeline
Triangle Securities Wealth Management1,704$215K0.06%+313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Dynamic Advisor Solutions LLC1,697$214K0.01%-3013F-HRTimeline
Legacy Advisors, LLC1,680$212K0.02%013F-HRTimeline
MIdWestOne Financial Group, Inc.1,669$210K0.03%-39513F-HRTimeline
Safeguard Investment Advisory Group, LLC1,668$210K0.06%+5413F-HRTimeline
Haverford Trust Co1,666$210K<0.01%013F-HRTimeline
Unified Investment Management1,665$210K0.25%013F-HRTimeline
SYM FINANCIAL Corp1,663$210K0.03%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,663$209K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC1,662$209K0.04%-1,85513F-HRTimeline
Foundation Wealth Management, LLC1,661$209K0.16%013F-HRTimeline
Clark Capital Management Group, Inc.1,653$208K<0.01%-23213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO1,620$204K0.05%013F-HRTimeline
Coston, McIsaac & Partners1,623$204K0.06%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,607$202K0.01%+513F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,597$202K0.09%-34013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp1,600$202K0.01%+813F-HRTimelineGroup
Cyndeo Wealth Partners, LLC1,596$201K0.01%new13F-HRTimeline
Arete Wealth Advisors, LLC1,594$201K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,590$200K<0.01%-913F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC1,589$200K0.02%new13F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…1,550$195K<0.01%+93513F-HRTimeline
REAP Financial Group, LLC1,471$185K0.05%-64613F-HRTimeline
Parkworth Wealth Management, Inc.1,458$184K0.15%+613F-HRTimeline
COUNTRY TRUST BANK1,430$180K<0.01%013F-HR/ATimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,400$176K<0.01%-20013F-HRTimelineGroup
Versant Capital Management, Inc1,396$176K0.03%013F-HRTimeline
2UniFi Bank1,320$173K0.11%-19013F-HRTimeline
eCIO, Inc.1,369$172K0.06%13F-HRTimeline
Rialto Wealth Management, LLC1,340$169K0.05%-1,16413F-HRTimeline
OAKWORTH CAPITAL, INC.1,318$166K0.01%+3513F-HRTimeline
Anchor Investment Management, LLC1,305$164K0.02%013F-HRTimeline
Bristlecone Advisors, LLC1,291$163K0.01%013F-HRTimeline
First Command Advisory Services, Inc.1,264$159K<0.01%-28213F-HRTimeline
CENTAURUS FINANCIAL, INC.1,250$157K0.01%013F-HRTimeline
GAMMA Investing LLC1,237$156K0.01%013F-HR/ATimeline
Lord & Richards Wealth Management, LLC1,205$152K0.17%-1,48813F-HRTimeline
SOA Wealth Advisors, LLC.1,184$149K0.03%+513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,168$147K0.06%+413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,149$145K0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT1,114$140K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,108$140K0.08%013F-HRTimeline
Prestige Wealth Management Group LLC1,093$138K0.03%013F-HR/ATimeline
Blue Trust, Inc.1,067$134K<0.01%-56713F-HRTimeline
Pineridge Advisors LLC1,039$131K0.05%-513F-HRTimeline
High Note Wealth, LLC1,037$131K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC999$126K0.05%-6913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…978$123K<0.01%+47613F-HRTimelineGroup
Realta Investment Advisors961$121K0.06%+16313F-HRTimeline
DUNCKER STREETT & CO INC961$121K0.02%013F-HRTimeline
Midwest Capital Advisors, LLC905$114K0.07%013F-HRTimeline
Cutler Capital Management, LLC886$112K0.04%013F-HRTimeline
Cordgrass Capital Advisors, LLC862$109K0.03%013F-HRTimeline
Smithfield Trust Co831$106K0.01%-18813F-HRTimeline
Global Trust Asset Management, LLC836$105K0.06%-5,68513F-HRTimeline
Olistico Wealth, LLC823$104K0.06%-2113F-HRTimeline
Hamilton Point Investment Advisors, LLC814$103K0.02%013F-HRTimeline
Pflug Koory, LLC808$102K0.06%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV785$98.9K0.01%013F-HRTimeline
Bare Financial Services, Inc784$98.8K0.04%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC751$97.1K0.01%013F-HRTimeline
Holos Integrated Wealth LLC767$96.6K0.06%013F-HRTimeline
GeoWealth Management, LLC765$96.4K<0.01%-10,36113F-HRTimeline
Washington Trust Advisors, Inc.737$92.9K0.01%+2513F-HRTimeline
Trust Co717$90.3K0.01%013F-HRTimeline
STEPH & CO679$85.5K0.03%013F-HRTimeline
New Republic Capital, LLC679$85.5K0.04%+48413F-HRTimeline
CARDIFF PARK ADVISORS, LLC669$84.3K0.01%+213F-HRTimeline
EASTERN BANK660$83.1K<0.01%013F-HRTimeline
Sound Income Strategies, LLC654$82.4K<0.01%-3113F-HRTimeline
Golden State Wealth Management, LLC624$78.6K0.01%-3013F-HR/ATimeline
Stonebridge Financial Group, LLC623$78.5K0.01%-7613F-HRTimeline
Sage Mountain Advisors LLC618$77.8K0.01%013F-HRTimeline
Ridgewood Investments LLC612$77.1K0.04%013F-HRTimeline
Asset Dedication, LLC611$77K0.01%013F-HRTimeline
EPG Wealth Management LLC599$75.5K0.02%-213F-HRTimeline
Provident Wealth Management, LLC596$75.1K0.03%013F-HRTimeline
Synergy Investment Management, LLC587$73.9K0.03%-35313F-HRTimeline
Founders Financial Alliance, LLC572$72K0.02%+213F-HRTimeline
Rossby Financial, LCC581$70.8K0.03%-2,25113F-HRTimeline
Beacon Capital Management, LLC558$70.3K0.01%-3113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC556$70K0.01%013F-HRTimeline
Flaharty Asset Management, LLC556$70K0.01%new13F-HRTimeline
United Community Bankin group United Community Bank541$68.2K0.03%013F-HRTimelineGroup
Capital Investment Advisory Services, L…527$66.4K0.01%-47813F-HRTimeline
Archer Investment Corp524$66K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.521$65.6K0.03%-12013F-HRTimeline
Riverview Trust Co520$65.5K0.06%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.516$65K0.02%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS516$65K0.03%013F-HRTimeline
Financial Connections Group, Inc.517$65K0.03%013F-HRTimeline
McIlrath & Eck, LLC513$64.6K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.496$62.5K0.05%013F-HRTimeline
North Star Investment Management Corp.494$62.2K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd483$60.8K0.02%013F-HR/ATimelineGroup
Bangor Savings Bank466$58.7K0.01%013F-HRTimeline
Operose Advisors LLC465$58.6K0.02%013F-HRTimeline
Aventura Private Wealth, LLC435$54.8K0.03%-1013F-HRTimeline
Medallion Wealth Advisors, LLC416$52.4K0.02%013F-HRTimeline
Private Wealth Management Group, LLC415$52.3K0.02%013F-HRTimeline
Biltmore Family Office, LLC396$49.9K0.01%013F-HRTimeline
Creekmur Asset Management LLC396$49.9K0.01%-313F-HRTimeline
McClarren Financial Advisors, Inc.251$49K0.03%new13F-HRTimeline
HM PAYSON & CO375$47.2K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co350$44.1K0.02%013F-HRTimeline
Darwin Wealth Management, LLC335$43.3K0.01%013F-HRTimeline
WINNACLE WEALTH LLC340$42.8K0.04%013F-HRTimeline
JNBA Financial Advisors339$42.7K<0.01%013F-HRTimeline
Investors Research Corp325$40.9K0.01%+6613F-HRTimeline
GPS Wealth Strategies Group, LLC303$38.2K0.01%013F-HRTimeline
Copia Wealth Management300$37.8K0.03%013F-HRTimeline
Kimelman & Baird, LLC284$35.8K<0.01%013F-HRTimeline
Horizons Wealth Management279$35.1K0.03%013F-HRTimeline