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Disclosery

IWS ISHARES TR

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ETF (fund)

909 managers (921 13F filers) reported a position in IWS shares at 2025-06-30, 79,943,953 shares in all. 51 filers opened a position and 57 filers sold out during the quarter.

Managers
909
13F filers
921
New
51
Added
284
Reduced
327
Sold out
57
Shares held by filers
79,943,953

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,259$299K<0.01%013F-HRTimeline
Blue Trust, Inc.2,252$298K<0.01%+1,18513F-HRTimeline
TOWNSQUARE CAPITAL LLC2,241$296K0.03%-16,57713F-HRTimeline
Moors & Cabot, Inc.2,230$295K0.01%-21413F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,214$293K0.03%new13F-HRTimeline
AIRE ADVISORS, LLC2,184$289K0.06%+2213F-HRTimeline
Argent Trust Co2,181$288K0.01%+7913F-HRTimeline
HARBOUR INVESTMENTS, INC.2,154$285K0.01%-75113F-HRTimeline
Savvy Advisors, Inc.2,148$284K0.02%-3,00613F-HRTimeline
Lee, Kelleher & Klein Wealth Management2,135$282K0.19%013F-HRTimeline
Crestwood Advisors Group, LLC2,104$278K<0.01%013F-HRTimeline
Peak Financial Management, Inc.2,100$277K0.08%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,100$277K0.01%-11113F-HRTimelineGroup
UNION SAVINGS BANK2,060$277K0.13%013F-HRTimeline
Cape Investment Advisory, Inc.2,097$277K0.1%-9813F-HRTimeline
Financial Advocates Investment Manageme…2,091$276K0.02%-81813F-HRTimeline
Legacy Financial Strategies, LLC2,070$274K0.05%013F-HRTimeline
Regal Investment Advisors LLC2,067$273K0.02%+4213F-HRTimeline
AFT, FORSYTH & COMPANY, INC.2,062$272K0.14%-20513F-HRTimeline
FSA Advisors, Inc.2,058$272K0.22%new13F-HRTimeline
SkyOak Wealth, LLC2,058$272K0.05%013F-HRTimeline
Ruggaard & Associates LLC2,057$272K0.11%013F-HRTimeline
Northwest Financial Advisors2,052$271K0.38%-6713F-HRTimeline
Altus Wealth Group LLC2,050$271K0.12%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,019$269K0.13%-74213F-HRTimeline
Riverpoint Wealth Management Holdings, …2,035$269K0.06%013F-HRTimeline
VILLERE ST DENIS J & CO LLC2,033$269K0.03%-69813F-HRTimeline
Next Capital Management LLC2,030$268K0.1%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2,028$268K0.11%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,003$265K<0.01%new13F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…1,988$263K0.06%013F-HRTimeline
Key Financial Inc1,970$260K0.05%-38213F-HRTimeline
Insight Inv LLC1,970$260K0.17%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,962$259K0.04%013F-HRTimelineGroup
Sterling Investment Counsel, LLC1,960$259K0.15%-1,30913F-HRTimeline
Snider Financial Group1,952$258K0.07%-51313F-HRTimeline
Argentarii, LLC1,945$257K0.12%-5113F-HRTimeline
MONECO ADVISORS, LLC1,937$256K0.02%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,933$255K0.03%new13F-HRTimeline
Grey Ledge Advisors, LLC1,927$255K0.06%+713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,914$253K0.02%new13F-HRTimeline
Elm Partners Management LLC1,903$251K0.01%-1,32613F-HR/ATimeline
Verdence Capital Advisors LLC1,885$249K0.02%-39713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,881$249K0.01%new13F-HRTimeline
Bluespring Wealth Management, LLC1,878$248K0.02%013F-HRTimeline
River Wealth Advisors LLC1,869$247K0.03%013F-HRTimeline
WealthShield Partners, LLC1,868$247K0.03%-13213F-HRTimeline
FOSTER & MOTLEY INC1,856$245K0.01%013F-HRTimeline
Foundation Wealth Management, LLC\PA1,853$245K0.11%013F-HRTimeline
RAHLFS CAPITAL, LLC1,850$244K0.22%013F-HRTimeline
Navigation Wealth Management, Inc.1,845$244K0.36%new13F-HRTimeline
Sage Mountain Advisors LLC1,842$243K0.02%+1,22413F-HRTimeline
Plante Moran Financial Advisors, LLC1,840$243K0.02%+4113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,831$242K0.01%+1013F-HRTimeline
Safeguard Investment Advisory Group, LLC1,814$240K0.06%+14613F-HRTimeline
PLANNING DIRECTIONS INC1,811$239K0.13%-62313F-HRTimeline
OARSMAN CAPITAL, INC.1,807$239K0.04%013F-HRTimeline
Madison Wealth Partners, Inc1,799$238K0.05%-1913F-HRTimeline
Moloney Securities Asset Management, LLC1,797$237K0.03%+1713F-HRTimeline
Glassman Wealth Services1,797$237K0.04%-2313F-HRTimeline
GHP Investment Advisors, Inc.1,797$237K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,785$236K0.01%-10413F-HRTimelineGroup
LATHROP INVESTMENT MANAGEMENT CO1,781$235K0.04%013F-HRTimeline
Edgemoor Investment Advisors, Inc.1,770$234K0.02%013F-HRTimeline
Gallacher Capital Management LLC1,755$232K0.11%013F-HRTimeline
Snowden Capital Advisors LLC1,749$231K0.01%-5113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,741$230K0.01%+413F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,723$228K0.01%013F-HRTimeline
BostonPremier Wealth LLC1,711$226K0.13%+613F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC1,706$225K0.01%new13F-HRTimelineGroup
Wealthspire Retirement, LLC1,695$224K0.01%-1413F-HRTimeline
American Money Management, LLC1,690$223K0.04%-29213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,682$222K0.06%-2413F-HRTimeline
Triangle Securities Wealth Management1,679$222K0.05%-2513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IBEX WEALTH ADVISORS1,678$222K0.02%new13F-HRTimeline
Dynamic Advisor Solutions LLC1,675$221K0.01%-2213F-HRTimeline
Unified Investment Management1,665$220K0.24%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,663$220K<0.01%013F-HRTimelineGroup
Foundation Wealth Management, LLC1,661$219K0.15%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,661$219K0.02%-6913F-HRTimeline
New England Private Wealth Advisors LLC1,611$218K0.03%new13F-HRTimeline
MIdWestOne Financial Group, Inc.1,650$218K0.03%-1913F-HRTimeline
Summit Wealth Partners, LLC1,633$216K0.04%-29313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO1,620$214K0.05%013F-HRTimeline
Coston, McIsaac & Partners1,623$214K0.06%013F-HRTimeline
Marotta Asset Management1,617$214K0.04%-28513F-HRTimeline
Haverford Trust Co1,591$210K<0.01%-7513F-HRTimeline
Galvin, Gaustad & Stein, LLC1,591$210K0.02%+213F-HRTimeline
TSFG, LLC1,589$210K0.04%-19913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp1,575$208K0.01%-2513F-HRTimelineGroup
VICUS CAPITAL1,572$208K0.02%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,565$207K0.08%-3213F-HRTimeline
Quadcap Wealth Management, LLC1,566$207K0.03%new13F-HRTimeline
LaFleur & Godfrey LLC1,560$206K0.03%new13F-HRTimeline
Headlands Technologies LLC1,560$206K0.02%-57113F-HRTimeline
Net Worth Advisory Group1,549$205K0.05%new13F-HRTimeline
Empower Advisory Group, LLC1,544$204K<0.01%-39913F-HRTimeline
Independence Bank of Kentucky1,538$203K0.03%-18313F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)1,535$203K<0.01%new13F-HRTimelineGroup
Neumann Capital Management, LLC1,524$201K0.06%new13F-HRTimeline
First Command Advisory Services, Inc.1,489$197K<0.01%+22513F-HRTimeline
Parkworth Wealth Management, Inc.1,463$193K0.14%+513F-HRTimeline
COUNTRY TRUST BANK1,430$189K<0.01%013F-HRTimeline
REAP Financial Group, LLC1,416$187K0.04%-5513F-HRTimeline
Versant Capital Management, Inc1,396$184K0.03%013F-HRTimeline
GAMMA Investing LLC1,393$184K0.01%+15613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,400$184K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC1,363$180K0.03%-29913F-HRTimeline
Rialto Wealth Management, LLC1,340$177K0.05%013F-HRTimeline
2UniFi Bank1,320$174K0.1%013F-HRTimeline
Anchor Investment Management, LLC1,305$172K0.02%013F-HRTimeline
Bristlecone Advisors, LLC1,291$171K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,283$170K0.01%-3513F-HRTimeline
CENTAURUS FINANCIAL, INC.1,250$165K0.01%013F-HRTimeline
Pineridge Advisors LLC1,232$163K0.06%+19313F-HRTimeline
Avalon Trust Co1,221$161K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.1,188$157K0.03%+413F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,172$155K0.06%+413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,149$152K0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT1,114$147K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,108$146K0.08%013F-HRTimeline
Prestige Wealth Management Group LLC1,093$144K0.03%013F-HR/ATimeline
Legacies Wealth LLC1,065$141K0.09%-4,34913F-HRTimeline
High Note Wealth, LLC1,037$137K0.03%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,018$136K0.09%-90513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,003$133K0.05%+413F-HRTimeline
DUNCKER STREETT & CO INC961$127K0.02%013F-HRTimeline
Midwest Capital Advisors, LLC905$120K0.06%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC896$118K0.07%+77613F-HRTimeline
Cutler Capital Management, LLC886$117K0.04%013F-HRTimeline
Sunbelt Securities, Inc.900$116K0.01%+74213F-HRTimeline
CoreFirst Bank & Trust865$114K0.06%new13F-HRTimeline
Cordgrass Capital Advisors, LLC862$114K0.03%013F-HRTimeline
Smithfield Trust Co831$111K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC824$109K0.01%+7313F-HRTimeline
Olistico Wealth, LLC824$109K0.06%+113F-HRTimeline
Hamilton Point Investment Advisors, LLC814$108K0.02%013F-HRTimeline
Pflug Koory, LLC808$107K0.05%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV785$104K0.01%013F-HRTimeline
Bare Financial Services, Inc784$104K0.03%013F-HRTimeline
Holos Integrated Wealth LLC767$103K0.06%013F-HRTimeline
Addison Advisors LLC775$102K0.03%new13F-HRTimeline
GeoWealth Management, LLC774$102K<0.01%+913F-HRTimeline
Hilltop National Bank757$100K0.03%13F-HRTimeline
Trust Co717$94.7K0.01%013F-HRTimeline
Sound Income Strategies, LLC717$94.7K0.01%+6313F-HRTimeline
Harbor Asset Planning, Inc.683$90.3K0.09%13F-HRTimeline
STEPH & CO679$89.7K0.03%013F-HRTimeline
New Republic Capital, LLC679$89.7K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC672$88.7K0.01%+313F-HRTimeline
SIGNATUREFD, LLC670$88.5K<0.01%-1,52313F-HRTimeline
EASTERN BANK660$87.2K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…659$87.1K0.01%+13213F-HRTimeline
GoalVest Advisory LLC658$86.9K0.02%new13F-HRTimeline
Global Trust Asset Management, LLC636$84.1K0.04%-20013F-HRTimeline
Golden State Wealth Management, LLC624$82.5K0.01%013F-HRTimeline
Ridgewood Investments LLC612$80.9K0.04%013F-HRTimeline
Asset Dedication, LLC611$80.7K0.01%013F-HRTimeline
Rossby Financial, LCC611$80.7K0.03%+3013F-HRTimeline
Provident Wealth Management, LLC596$78.8K0.03%013F-HRTimeline
HM PAYSON & CO565$74.7K<0.01%+19013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC556$73.5K0.01%013F-HRTimeline
United Community Bankin group United Community Bank541$71.5K0.02%013F-HRTimelineGroup
Archer Investment Corp524$69.2K0.02%013F-HRTimeline
Riverview Trust Co520$68.7K0.09%013F-HRTimeline
AMERIFLEX GROUP, INC.523$68.6K0.04%+213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.516$68.2K0.02%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS516$68.2K0.03%013F-HRTimeline
Financial Connections Group, Inc.517$68K0.03%013F-HRTimeline
McIlrath & Eck, LLC513$67.8K0.01%013F-HRTimeline
North Star Investment Management Corp.494$65.3K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC493$65.1K0.01%+41513F-HRTimeline
Beacon Capital Management, LLC492$65K0.01%-6613F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd483$63.8K0.02%013F-HR/ATimelineGroup
Bangor Savings Bank466$61.6K0.01%013F-HRTimeline
Operose Advisors LLC465$61.4K0.02%013F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…460$60.8K<0.01%-1,09013F-HRTimeline
Realta Investment Advisors443$58.5K0.02%-51813F-HRTimeline
Medallion Wealth Advisors, LLC416$55K0.02%013F-HRTimeline
Private Wealth Management Group, LLC400$52.9K0.02%-1513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT399$52.7K<0.01%new13F-HRTimeline
Biltmore Family Office, LLC396$52.3K0.01%013F-HRTimeline
Creekmur Asset Management LLC396$52.3K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.394$52.1K<0.01%-34313F-HRTimeline
Indiana Trust & Investment Management Co350$46.2K0.02%013F-HRTimeline
Fairman Group, LLC340$45K0.04%+17613F-HRTimeline
JNBA Financial Advisors339$44.8K<0.01%013F-HRTimeline
Elequin Capital, LP335$44.3K0.01%+25613F-HRTimeline
Investors Research Corp325$42.9K0.01%013F-HRTimeline
Aventura Private Wealth, LLC324$42.8K0.02%-11113F-HRTimeline
GPS Wealth Strategies Group, LLC303$40.1K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC300$39.6K<0.01%new13F-HR/ATimeline
Copia Wealth Management300$39.6K0.03%013F-HRTimeline
Choate Investment Advisors295$39K<0.01%-3,42413F-HRTimeline
Kimelman & Baird, LLC284$37.5K<0.01%013F-HRTimeline
Horizons Wealth Management279$36.9K0.03%013F-HRTimeline
AlphaCore Capital LLC272$35.9K<0.01%+2213F-HRTimeline
Larson Financial Group LLC271$35.7K<0.01%-213F-HRTimeline
Windsor Advisory Group, LLC270$35.7K0.05%013F-HRTimeline
Glen Eagle Advisors, LLC264$34.9K0.01%013F-HRTimeline