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Disclosery

IWS ISHARES TR

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ETF (fund)

923 managers (935 13F filers) reported a position in IWS shares at 2025-09-30, 79,559,264 shares in all. 75 filers opened a position and 51 filers sold out during the quarter.

Managers
923
13F filers
935
New
75
Added
282
Reduced
309
Sold out
51
Shares held by filers
79,559,264

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Fisher Asset Management, LLC2,289$320K<0.01%new13F-HRTimeline
THEORY FINANCIAL LLC2,293$320K0.11%013F-HRTimeline
PLANNING DIRECTIONS INC2,282$319K0.17%+47113F-HRTimeline
Providence Capital Advisors, LLC2,281$319K0.06%013F-HRTimeline
BCGM Wealth Management, LLC2,280$318K0.08%+813F-HRTimeline
RDA Financial Network2,263$316K0.08%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,259$316K<0.01%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,262$316K<0.01%-15913F-HRTimelineGroup
Next Capital Management LLC2,246$314K0.1%+21613F-HRTimeline
TOWNSQUARE CAPITAL LLC2,213$309K0.05%-2813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,207$308K<0.01%-24813F-HRTimeline
AIRE ADVISORS, LLC2,186$305K0.06%+213F-HRTimeline
Argent Trust Co2,181$305K0.01%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management2,135$298K0.18%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,131$298K0.01%-2313F-HRTimeline
Crestwood Advisors Group, LLC2,104$294K0.01%013F-HRTimeline
Legacy Financial Strategies, LLC2,070$289K0.05%013F-HRTimeline
Regal Investment Advisors LLC2,067$289K0.02%013F-HRTimeline
Ruggaard & Associates LLC2,057$287K0.11%013F-HRTimeline
Altus Wealth Group LLC2,050$286K0.12%013F-HRTimeline
Riverpoint Wealth Management Holdings, …2,035$284K0.06%013F-HRTimeline
VILLERE ST DENIS J & CO LLC2,033$284K0.03%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2,028$283K0.1%013F-HRTimeline
Modern Wealth Management, LLC2,026$283K0.01%-53713F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,019$282K0.12%013F-HRTimeline
SkyOak Wealth, LLC2,007$280K0.05%-5113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,003$280K<0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.1,983$277K0.01%-24713F-HRTimeline
Key Financial Inc1,974$276K0.05%+413F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,962$274K0.04%013F-HRTimelineGroup
Snider Financial Group1,955$273K0.07%+313F-HRTimeline
Elm Partners Management LLC1,946$272K0.01%+4313F-HR/ATimeline
MONECO ADVISORS, LLC1,937$271K0.02%013F-HRTimeline
Grey Ledge Advisors, LLC1,934$270K0.06%+713F-HRTimeline
Strive Asset Management, LLC1,927$269K0.15%-2,56413F-HR/ATimeline
OneDigital Investment Advisors LLC1,907$266K<0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,906$266K0.01%+16513F-HRTimelineGroup
Verdence Capital Advisors LLC1,885$266K0.02%013F-HRTimeline
Peak Financial Management, Inc.1,900$265K0.07%-20013F-HRTimeline
Insight Inv LLC1,865$260K0.15%-10513F-HRTimeline
River Wealth Advisors LLC1,859$260K0.03%-1013F-HRTimeline
FOSTER & MOTLEY INC1,856$259K0.01%013F-HRTimeline
RAHLFS CAPITAL, LLC1,850$258K0.2%013F-HRTimeline
Sage Mountain Advisors LLC1,842$257K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,840$257K0.02%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,832$256K0.01%+113F-HRTimeline
Montecito Bank & Trust1,811$253K0.04%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,810$253K<0.01%-25,57913F-HRTimelineGroup
Bluespring Wealth Management, LLC1,808$253K0.02%-7013F-HRTimeline
Madison Wealth Partners, Inc1,799$251K0.05%013F-HRTimeline
Glassman Wealth Services1,797$251K0.04%013F-HRTimeline
GHP Investment Advisors, Inc.1,797$251K0.01%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.1,795$251K0.12%-26713F-HRTimeline
Galvin, Gaustad & Stein, LLC1,789$250K0.02%+19813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,115$249K0.03%-15,99613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,783$249K0.01%-213F-HRTimelineGroup
LATHROP INVESTMENT MANAGEMENT CO1,781$249K0.05%013F-HRTimeline
Moloney Securities Asset Management, LLC1,780$249K0.03%-1713F-HRTimeline
FSA Advisors, Inc.1,779$249K0.2%-27913F-HRTimeline
Edgemoor Investment Advisors, Inc.1,770$247K0.02%013F-HRTimeline
Freedom Investment Management, Inc.1,761$246K0.07%-12,91813F-HRTimeline
Gallacher Capital Management LLC1,755$245K0.1%013F-HRTimeline
Snowden Capital Advisors LLC1,749$244K0.01%013F-HRTimeline
My Personal CFO, LLC1,743$243K0.09%new13F-HRTimeline
Foundation Wealth Management, LLC\PA1,743$243K0.09%-11013F-HRTimeline
Eldridge Investment Advisors, Inc.1,735$242K0.06%new13F-HRTimeline
Chesley Taft & Associates LLC1,729$241K0.01%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,723$241K0.01%013F-HRTimeline
BostonPremier Wealth LLC1,717$240K0.12%+613F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC1,706$238K0.01%013F-HRTimelineGroup
Wealthspire Retirement, LLC1,695$237K0.02%013F-HR/ATimeline
WEST MICHIGAN ADVISORS, LLC1,691$236K0.06%+913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,689$236K0.01%new13F-HRTimeline
IBEX WEALTH ADVISORS1,685$235K0.02%+713F-HRTimeline
Legacy Advisors, LLC1,680$235K0.03%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,665$233K0.01%new13F-HRTimelineGroup
Unified Investment Management1,665$233K0.23%013F-HRTimeline
SYM FINANCIAL Corp1,664$232K0.02%-7,13913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,661$232K0.02%013F-HRTimeline
Foundation Wealth Management, LLC1,661$232K0.15%013F-HRTimeline
MIdWestOne Financial Group, Inc.1,650$230K0.03%013F-HRTimeline
WealthShield Partners, LLC1,645$230K0.03%-22313F-HRTimeline
Investmark Advisory Group LLC1,639$229K0.1%new13F-HRTimeline
Clark Capital Management Group, Inc.1,634$228K<0.01%new13F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,634$228K<0.01%-2913F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO1,620$226K0.05%013F-HRTimeline
Triangle Securities Wealth Management1,620$226K0.05%-5913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Marotta Asset Management1,617$226K0.04%013F-HRTimeline
FDx Advisors, Inc.1,632$226K0.07%-66613F-HRTimeline
Coston, McIsaac & Partners1,623$226K0.05%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,615$226K<0.01%+7113F-HRTimelineGroup
New England Private Wealth Advisors LLC1,614$225K0.03%+313F-HRTimeline
Summit Wealth Partners, LLC1,612$225K0.04%-2113F-HRTimeline
Blue Trust, Inc.1,602$224K<0.01%-65013F-HRTimeline
OARSMAN CAPITAL, INC.1,602$224K0.03%-20513F-HRTimeline
LifePlan Investment Advisors, Inc.1,597$223K0.09%new13F-HRTimeline
TSFG, LLC1,590$222K0.04%+113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp1,575$220K0.01%013F-HRTimelineGroup
VICUS CAPITAL1,574$220K0.02%+213F-HRTimeline
Quadcap Wealth Management, LLC1,566$219K0.03%013F-HRTimeline
Independent Advisor Alliance1,565$219K0.01%new13F-HRTimeline
CIBC WORLD MARKET INC.1,564$218K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,565$218K0.08%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,538$215K0.04%-45013F-HRTimeline
Independence Bank of Kentucky1,538$215K0.03%013F-HRTimeline
Neumann Capital Management, LLC1,524$213K0.06%013F-HRTimeline
Madden Advisory Services, Inc.1,508$211K0.08%new13F-HRTimeline
Arbor Investment Advisors, LLC1,497$209K0.03%new13F-HRTimeline
FARMERS TRUST CO1,485$207K0.04%new13F-HRTimeline
Financial Sense Advisors, Inc.1,480$207K0.04%new13F-HRTimeline
LMCG INVESTMENTS, LLC1,478$206K0.01%new13F-HRTimeline
First Citizens Financial Corp1,475$206K0.1%new13F-HRTimeline
Portland Financial Advisors Inc1,474$206K0.44%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,468$205K0.01%new13F-HRTimeline
LaFleur & Godfrey LLC1,460$204K0.02%-10013F-HRTimeline
HRT FINANCIAL LP1,459$203K<0.01%new13F-HRTimeline
TCV Trust & Wealth Management, Inc.1,449$202K0.02%new13F-HRTimeline
COUNTRY TRUST BANK1,430$200K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.1,414$197K<0.01%-7513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,400$196K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc1,396$195K0.03%013F-HRTimeline
GAMMA Investing LLC1,388$194K0.01%-513F-HRTimeline
REAP Financial Group, LLC1,379$193K0.04%-3713F-HRTimeline
Princeton Global Asset Management LLC1,363$190K0.03%013F-HRTimeline
2UniFi Bank1,320$184K0.09%013F-HRTimeline
Pineridge Advisors LLC1,314$184K0.05%+8213F-HRTimeline
Anchor Investment Management, LLC1,305$182K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,283$179K0.01%013F-HRTimeline
EASTERN BANK1,261$176K<0.01%+60113F-HRTimeline
CENTAURUS FINANCIAL, INC.1,250$175K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,193$167K0.03%+513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,177$164K0.06%+513F-HRTimeline
Guerra Advisors Inc1,157$162K0.06%new13F-HRTimeline
TRUST CO OF VERMONT1,151$161K0.01%+3713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,149$160K0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,127$157K<0.01%-2,52813F-HRTimelineGroup
Rialto Wealth Management, LLC1,115$156K0.04%-22513F-HRTimeline
AMERIFLEX GROUP, INC.1,108$155K0.06%+58513F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,108$155K0.07%013F-HRTimeline
Prestige Wealth Management Group LLC1,093$153K0.03%013F-HR/ATimeline
RICHARDSON FINANCIAL SERVICES INC.1,018$142K0.09%013F-HRTimeline
CX Institutional1,007$141K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,007$141K0.05%+413F-HR/ATimeline
High Note Wealth, LLC992$139K0.03%-4513F-HRTimeline
DUNCKER STREETT & CO INC961$134K0.02%013F-HRTimeline
Clayton Financial Group LLC951$133K0.1%new13F-HRTimeline
Legacies Wealth LLC947$132K0.09%-11813F-HRTimeline
Midwest Capital Advisors, LLC909$127K0.06%+413F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC896$125K0.07%013F-HRTimeline
Cutler Capital Management, LLC886$124K0.04%013F-HRTimeline
CoreFirst Bank & Trust865$121K0.07%013F-HRTimeline
Cordgrass Capital Advisors, LLC862$120K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV850$119K0.01%+6513F-HRTimeline
Hamilton Point Investment Advisors, LLC814$114K0.02%013F-HRTimeline
Pflug Koory, LLC808$113K0.05%013F-HRTimeline
Bare Financial Services, Inc784$110K0.03%013F-HRTimeline
Holos Integrated Wealth LLC767$104K0.06%013F-HRTimeline
Addison Advisors LLC743$104K0.02%-3213F-HRTimeline
Realta Investment Advisors721$101K0.03%+27813F-HRTimeline
Trust Co717$100K0.01%013F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…690$96.4K<0.01%+23013F-HRTimeline
Harbor Asset Planning, Inc.686$95.8K0.09%+313F-HRTimeline
STEPH & CO679$94.8K0.03%013F-HRTimeline
New Republic Capital, LLC679$94.8K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC674$94.2K0.01%+213F-HRTimeline
SIGNATUREFD, LLC670$93.6K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…659$92K0.01%013F-HRTimeline
GoalVest Advisory LLC658$91.9K0.02%013F-HRTimeline
Global Trust Asset Management, LLC631$88.2K0.04%-513F-HRTimeline
Rossby Financial, LCC627$87.7K0.03%+1613F-HRTimeline
Golden State Wealth Management, LLC624$87.2K0.01%013F-HRTimeline
Smithfield Trust Co614$86K<0.01%-21713F-HRTimeline
Avalon Trust Co600$83.8K0.01%-62113F-HRTimeline
Provident Wealth Management, LLC596$83.2K0.03%013F-HRTimeline
Founders Financial Alliance, LLC575$80.3K0.02%+51513F-HRTimeline
Asset Dedication, LLC573$80K0.01%-3813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC556$77.7K0.01%013F-HRTimeline
United Community Bankin group United Community Bank541$75.6K0.02%013F-HRTimelineGroup
Riverview Trust Co520$72.6K0.09%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.516$72.1K0.02%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS516$72.1K0.03%013F-HRTimeline
Financial Connections Group, Inc.517$72K0.03%013F-HRTimeline
McIlrath & Eck, LLC513$71.7K0.01%013F-HRTimeline
Sunbelt Securities, Inc.510$71.3K<0.01%-39013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC503$70.3K<0.01%-32113F-HRTimeline
Root Financial Partners, LLC502$70.1K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC502$70.1K0.02%+10213F-HRTimeline
Archer Investment Corp502$70.1K0.02%-2213F-HRTimeline
North Star Investment Management Corp.494$69K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd483$67.5K0.02%013F-HRTimelineGroup
Sound Income Strategies, LLC469$65.2K<0.01%-24813F-HRTimeline
Bangor Savings Bank466$65.1K0.01%013F-HRTimeline
Operose Advisors LLC465$64.9K0.02%013F-HRTimeline
Cornerstone Planning Group LLC430$60.4K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC416$58.1K0.02%013F-HRTimeline
Heartwood Wealth Advisors LLC409$57.1K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT399$55.7K<0.01%013F-HRTimeline
Biltmore Family Office, LLC396$55.3K0.01%013F-HRTimeline
Creekmur Asset Management LLC396$55.3K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.394$55.1K<0.01%013F-HRTimeline