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Disclosery

IWS ISHARES TR

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ETF (fund)

979 managers (993 13F filers) reported a position in IWS shares at 2025-12-31, 80,292,561 shares in all. 68 filers opened a position and 56 filers sold out during the quarter.

Managers
979
13F filers
993
New
68
Added
336
Reduced
268
Sold out
56
Shares held by filers
80,292,561

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
First Western Trust Bank2,542$359K0.02%-17313F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV2,540$358K0.08%-3113F-HRTimeline
W ADVISORS, LLC2,533$357K0.18%new13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL2,533$357K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,528$357K0.01%013F-HRTimelineGroup
Cohen Capital Management, Inc.2,528$357K0.05%+413F-HRTimeline
Cascade Financial Partners, LLC2,525$356K0.04%-27213F-HRTimeline
Joel Isaacson & Co., LLC2,509$354K0.01%+16513F-HRTimeline
Collaborative Wealth Managment Inc.2,509$354K0.12%new13F-HRTimeline
Linden Thomas Advisory Services, LLC2,508$354K0.04%new13F-HRTimeline
Mathes Company, Inc.2,500$353K0.13%-1,49513F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,500$353K0.23%013F-HRTimeline
Ballast, Inc.2,487$351K0.08%013F-HRTimeline
Glass Jacobson Investment Advisors llc2,463$347K0.12%-34713F-HRTimeline
Sovran Advisors, LLC2,331$347K0.03%-9613F-HRTimeline
Legacy Wealth Partners, LLC2,456$346K0.09%13F-HRTimeline
XY Planning Network, Inc.2,440$344K0.06%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,434$343K0.11%-11213F-HRTimelineGroup
Vantage Financial Partners, LLC2,427$342K0.07%-9213F-HRTimeline
Strategies Wealth Advisors, LLC2,420$341K0.03%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,416$341K0.02%+10513F-HRTimeline
THEORY FINANCIAL LLC2,293$340K0.11%013F-HRTimeline
Foster Victor Wealth Advisors, LLC2,280$338K0.02%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC2,394$338K0.01%-11213F-HRTimeline
Elevation Wealth Management LLC2,390$337K0.32%13F-HRTimeline
Florida Trust Wealth Management Co2,390$337K0.01%013F-HRTimeline
Family Legacy, Inc.2,382$336K0.1%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,259$335K<0.01%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,366$334K<0.01%new13F-HRTimelineGroup
Caprock Group, LLC2,335$329K0.01%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,327$328K<0.01%+12013F-HRTimeline
KilterHowling LLC2,309$326K0.17%+1113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,308$326K0.02%013F-HRTimelineGroup
POSTROCK PARTNERS LLC2,306$325K0.14%013F-HRTimeline
MEANS INVESTMENT CO., INC.2,301$325K0.03%+613F-HRTimeline
Qube Research & Technologies Ltd2,293$323K<0.01%new13F-HRTimeline
Clark Capital Management Group, Inc.2,285$322K<0.01%+65113F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,161$322K0.08%-60313F-HRTimeline
Providence Capital Advisors, LLC2,281$322K0.05%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,280$322K<0.01%+1813F-HRTimelineGroup
BCGM Wealth Management, LLC2,280$322K0.08%013F-HRTimeline
RDA Financial Network2,263$319K0.08%013F-HRTimeline
Next Capital Management LLC2,246$317K0.1%013F-HRTimeline
OneDigital Investment Advisors LLC2,210$312K<0.01%+30313F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…2,194$309K0.05%new13F-HRTimeline
AIRE ADVISORS, LLC2,187$309K0.06%+113F-HRTimeline
Argent Trust Co2,181$308K0.01%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,176$307K<0.01%+17313F-HRTimelineGroup
LifePlan Investment Advisors, Inc.2,169$306K0.12%+57213F-HRTimeline
Dynamic Advisor Solutions LLC2,166$306K0.01%-30913F-HRTimeline
Lee, Kelleher & Klein Wealth Management2,135$301K0.18%013F-HRTimeline
Keating Financial Advisory Services, In…2,132$301K0.04%13F-HRTimeline
EASTERN BANK2,123$299K0.01%+86213F-HRTimeline
Blue Trust, Inc.2,122$299K<0.01%+52013F-HRTimeline
Crestwood Advisors Group, LLC2,104$297K<0.01%013F-HRTimeline
Tailwinds Wealth, LLC2,102$297K0.32%13F-HRTimeline
Regal Investment Advisors LLC2,091$295K0.02%+2413F-HRTimeline
Cape Investment Advisory, Inc.2,088$294K0.09%+1,94913F-HRTimeline
Legacy Financial Strategies, LLC2,070$292K0.05%013F-HRTimeline
Ruggaard & Associates LLC2,057$290K0.11%013F-HRTimeline
Modern Wealth Management, LLC2,042$288K0.01%+1613F-HRTimeline
Compound Planning, Inc.2,035$287K0.01%new13F-HRTimeline
Riverpoint Wealth Management Holdings, …2,035$287K0.06%013F-HRTimeline
VILLERE ST DENIS J & CO LLC2,033$287K0.03%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2,028$286K0.1%013F-HRTimeline
Howard Capital Management, LLC2,027$286K<0.01%new13F-HRTimeline
Argentarii, LLC2,024$285K0.09%-30813F-HRTimeline
UNION SAVINGS BANK1,990$281K0.12%13F-HRTimeline
Moran Wealth Management, LLC1,980$279K0.01%-168,10613F-HRTimeline
Key Financial Inc1,974$278K0.05%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,973$278K0.02%-71713F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,820$278K0.11%-19913F-HRTimeline
SkyOak Wealth, LLC1,969$278K0.05%-3813F-HRTimeline
BAYBAN1,966$277K0.25%13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,962$277K0.04%013F-HRTimelineGroup
Elm Partners Management LLC1,946$275K0.01%013F-HR/ATimeline
Douglass Winthrop Advisors, LLC1,942$274K<0.01%-51613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,939$274K0.01%+3313F-HRTimelineGroup
Snider Financial Group1,922$271K0.07%-3313F-HRTimeline
MONECO ADVISORS, LLC1,914$270K0.02%-2313F-HRTimeline
Peak Financial Management, Inc.1,900$268K0.07%013F-HRTimeline
Networth Advisors, LLC1,887$266K0.2%13F-HRTimeline
Verdence Capital Advisors LLC1,886$266K0.02%+113F-HRTimeline
Moors & Cabot, Inc.1,869$264K0.01%-11413F-HRTimeline
Insight Inv LLC1,865$263K0.15%013F-HRTimeline
River Wealth Advisors LLC1,859$262K0.03%013F-HRTimeline
FOSTER & MOTLEY INC1,856$262K0.01%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,856$262K0.01%+2413F-HRTimeline
Galvin, Gaustad & Stein, LLC1,851$261K0.02%+6213F-HRTimeline
RAHLFS CAPITAL, LLC1,850$261K0.2%013F-HRTimeline
Sage Mountain Advisors LLC1,842$260K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,840$260K0.02%013F-HRTimeline
Madison Wealth Partners, Inc1,834$259K0.05%+3513F-HRTimeline
Montecito Bank & Trust1,811$255K0.04%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,811$255K<0.01%+19613F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC1,808$255K<0.01%-1,49813F-HRTimeline
Bluespring Wealth Management, LLC1,808$255K0.02%013F-HRTimeline
GHP Investment Advisors, Inc.1,797$253K0.01%013F-HRTimeline
Joel Adams & Associates, Inc.1,796$253K0.19%new13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.1,788$252K0.11%-713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,783$251K0.01%013F-HRTimelineGroup
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…1,780$251K<0.01%+1,09013F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO1,781$251K0.05%013F-HRTimeline
Edgemoor Investment Advisors, Inc.1,770$250K0.02%013F-HRTimeline
TME FINANCIAL, INC.1,768$249K0.18%new13F-HRTimeline
Gallacher Capital Management LLC1,755$248K0.1%013F-HRTimeline
LAWOOD & CO1,754$247K0.23%13F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,745$246K0.02%new13F-HRTimeline
Foundation Wealth Management, LLC\PA1,743$246K0.09%013F-HRTimeline
Heritage Investment Group, Inc.1,737$245K0.04%new13F-HRTimeline
Freedom Investment Management, Inc.1,728$244K0.07%-3313F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC1,726$243K0.01%+2013F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,723$243K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,700$240K0.19%13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,697$239K0.01%+813F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,683$237K0.05%-813F-HRTimeline
Legacy Advisors, LLC1,680$237K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,676$236K0.02%new13F-HRTimeline
BostonPremier Wealth LLC1,667$235K0.12%-5013F-HRTimeline
Unified Investment Management1,665$235K0.24%013F-HRTimeline
SYM FINANCIAL Corp1,664$235K0.02%013F-HRTimeline
Chesley Taft & Associates LLC1,661$234K0.01%-6813F-HRTimeline
Foundation Wealth Management, LLC1,659$234K0.15%-213F-HRTimeline
KINTRA WEALTH, LLC1,654$233K0.03%new13F-HRTimeline
Vigil Wealth Management, LLC1,653$233K0.19%13F-HRTimeline
Glassman Wealth Services1,645$232K0.03%-15213F-HRTimeline
Investmark Advisory Group LLC1,640$231K0.1%+113F-HRTimeline
FDx Advisors, Inc.1,641$231K0.12%+913F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,634$230K<0.01%013F-HRTimelineGroup
Triangle Securities Wealth Management1,633$230K0.05%+1313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
New England Private Wealth Advisors LLC1,619$228K0.03%+513F-HR/ATimeline
Coston, McIsaac & Partners1,623$228K0.05%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,605$226K0.02%new13F-HR/ATimeline
OARSMAN CAPITAL, INC.1,602$226K0.03%013F-HRTimeline
Venture Visionary Partners LLC1,594$225K0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,590$224K0.02%-7513F-HRTimelineGroup
Align Financial, LLC224,128$224K0.16%13F-HRTimeline
TSFG, LLC1,591$224K0.03%+113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp1,575$222K0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,565$221K0.07%013F-HRTimeline
Quadcap Wealth Management, LLC1,567$221K0.03%+113F-HRTimeline
Independent Advisor Alliance1,565$221K0.01%013F-HRTimeline
Wealth Science Advisors LLC1,554$219K0.13%13F-HRTimeline
Independence Bank of Kentucky1,538$217K0.03%013F-HRTimeline
Split Rock Private Trading & Wealth Man…1,531$216K0.17%13F-HRTimeline
Neumann Capital Management, LLC1,524$215K0.06%013F-HRTimeline
CIBC WORLD MARKET INC.1,512$213K<0.01%-5213F-HRTimeline
Madden Advisory Services, Inc.1,508$213K0.09%013F-HRTimeline
Arbor Investment Advisors, LLC1,497$211K0.03%013F-HRTimeline
Almanack Investment Partners, LLC.1,487$210K0.04%new13F-HRTimeline
FARMERS TRUST CO1,485$209K0.03%013F-HRTimeline
SCS Capital Management LLC1,483$209K<0.01%-1,15913F-HRTimeline
Financial Sense Advisors, Inc.1,480$209K0.04%013F-HRTimeline
Portland Financial Advisors Inc1,474$208K0.44%013F-HRTimeline
TCV Trust & Wealth Management, Inc.1,449$204K0.02%013F-HRTimeline
LMCG INVESTMENTS, LLC1,448$204K0.01%-3013F-HRTimeline
1832 Asset Management L.P.1,431$202K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK1,430$202K<0.01%013F-HRTimeline
Interchange Capital Partners, LLC1,426$201K0.04%new13F-HRTimeline
Duncan Williams Asset Management, LLC1,340$201K0.05%new13F-HRTimeline
Kovack Advisors, Inc.1,421$200K0.01%new13F-HR/ATimeline
MLP3, LLC1,420$200K0.22%13F-HRTimeline
First Command Advisory Services, Inc.1,414$199K<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,400$197K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc1,396$197K0.02%013F-HRTimeline
GAMMA Investing LLC1,388$196K0.01%013F-HRTimeline
REAP Financial Group, LLC1,374$194K0.04%-513F-HRTimeline
Princeton Global Asset Management LLC1,363$192K0.03%013F-HRTimeline
2UniFi Bank1,355$191K0.09%+3513F-HRTimeline
Anchor Investment Management, LLC1,348$190K0.02%+4313F-HRTimeline
HARBOUR INVESTMENTS, INC.1,301$184K<0.01%-83013F-HRTimeline
OAKWORTH CAPITAL, INC.1,283$181K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,250$176K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,182$167K0.06%+513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,149$162K0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC1,115$157K0.04%013F-HRTimeline
TRUST CO OF VERMONT1,114$157K0.01%-3713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,077$152K<0.01%-5013F-HRTimelineGroup
Prestige Wealth Management Group LLC1,076$152K0.03%-1713F-HRTimeline
Paladin Advisory Group, LLC1,067$150K0.11%new13F-HRTimeline
Realta Investment Advisors1,066$150K0.05%+34513F-HRTimeline
Clayton Financial Group LLC1,050$148K0.08%+9913F-HRTimeline
Hamilton Point Investment Advisors, LLC1,039$146K0.02%+22513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,018$144K0.05%013F-HRTimeline
High Note Wealth, LLC992$140K0.03%013F-HRTimeline
Root Financial Partners, LLC981$138K0.01%+47913F-HRTimeline
DUNCKER STREETT & CO INC961$136K0.02%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC946$133K0.07%+5013F-HRTimeline
Legacies Wealth LLC918$129K0.07%-2913F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC913$129K0.03%new13F-HRTimeline
Midwest Capital Advisors, LLC913$129K0.06%+413F-HRTimeline
Private Wealth Management Group, LLC882$124K0.03%+38013F-HRTimeline
CX Institutional879$124K<0.01%-12813F-HRTimeline
CoreFirst Bank & Trust865$122K0.07%013F-HRTimeline
Cordgrass Capital Advisors, LLC862$122K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC843$119K0.04%-16413F-HRTimeline
Pflug Koory, LLC808$114K0.05%013F-HRTimeline
Bare Financial Services, Inc784$111K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV779$110K0.01%-7113F-HRTimeline
Holos Integrated Wealth LLC767$109K0.06%013F-HRTimeline