Skip to content
Disclosery

IWS ISHARES TR

Follow

ETF (fund)

978 managers (996 13F filers) reported a position in IWS shares at 2026-03-31, 76,734,068 shares in all. 65 filers opened a position and 50 filers sold out during the quarter.

Managers
978
13F filers
996
New
65
Added
267
Reduced
369
Sold out
50
Shares held by filers
76,734,068

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cascade Financial Partners, LLC2,486$362K0.04%-3913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,484$362K+2,363Timeline
Foster Victor Wealth Advisors, LLC2,327$357K0.02%+4713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,453$357K0.01%-1,00513F-HRTimeline
Level Wealth Management LLC2,448$357K0.17%new13F-HRTimeline
Glass Jacobson Investment Advisors llc2,444$356K0.12%-1913F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.2,432$354K0.08%new13F-HRTimeline
First Western Trust Bank2,430$354K0.02%-11213F-HRTimeline
Strategies Wealth Advisors, LLC2,420$353K0.04%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,416$352K0.02%013F-HRTimeline
Dynamic Advisor Solutions LLC2,413$352K0.01%+24713F-HRTimeline
BECKER CAPITAL MANAGEMENT INC2,395$349K0.01%+113F-HRTimeline
Moran Wealth Management, LLC2,393$349K0.01%+41313F-HRTimeline
Florida Trust Wealth Management Co2,390$348K0.01%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,385$348K0.13%-4913F-HR/ATimelineGroup
Family Legacy, Inc.2,374$346K0.1%-813F-HRTimeline
Regal Investment Advisors LLC2,363$344K0.02%+27213F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,259$342K<0.01%013F-HRTimeline
Argent Trust Co2,346$342K0.01%+16513F-HRTimeline
Elevation Wealth Management LLC2,318$338K0.31%-7213F-HRTimeline
KilterHowling LLC2,316$338K0.17%+713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,308$336K0.02%013F-HRTimelineGroup
POSTROCK PARTNERS LLC2,306$336K0.16%013F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC2,294$334K0.22%-40413F-HRTimeline
THEORY FINANCIAL LLC2,293$334K0.12%013F-HRTimeline
MEANS INVESTMENT CO., INC.2,289$334K0.03%-1213F-HRTimeline
BCGM Wealth Management, LLC2,281$332K0.08%+113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,275$332K<0.01%-513F-HRTimelineGroup
RDA Financial Network2,263$330K0.08%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,163$328K0.09%+213F-HRTimeline
United Advisor Group, LLC2,249$328K0.04%-39813F-HRTimeline
WEST BANCORPORATION INC2,208$322K0.16%new13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…2,194$320K0.05%013F-HRTimeline
AIRE ADVISORS, LLC2,189$319K0.06%+213F-HRTimeline
Crestwood Advisors Group, LLC2,155$314K0.01%+5113F-HRTimeline
Lee, Kelleher & Klein Wealth Management2,135$311K0.19%013F-HRTimeline
Keating Financial Advisory Services, In…2,132$311K0.05%013F-HRTimeline
Argentarii, LLC2,130$310K0.11%+10613F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …1,980$305K0.01%new13F-HRTimelineGroup
CIBC WORLD MARKET INC.2,087$304K<0.01%+57513F-HRTimeline
Modern Wealth Management, LLC2,060$302K0.01%+1813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,072$302K0.01%new13F-HRTimeline
Legacy Financial Strategies, LLC2,070$302K0.05%013F-HRTimeline
Cape Investment Advisory, Inc.2,064$301K0.1%-2413F-HRTimeline
Cooper Financial Group2,059$300K0.03%-1,19813F-HRTimeline
Ruggaard & Associates LLC2,057$300K0.12%013F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…2,050$299K<0.01%+27013F-HRTimeline
OneDigital Investment Advisors LLC2,050$299K<0.01%-16013F-HRTimeline
Sterling Investment Counsel, LLC2,044$298K0.08%-1,15413F-HRTimeline
LifePlan Investment Advisors, Inc.2,043$298K0.12%-12613F-HRTimeline
Riverpoint Wealth Management Holdings, …2,035$297K0.06%013F-HRTimeline
VILLERE ST DENIS J & CO LLC2,033$296K0.03%013F-HRTimeline
Howard Capital Management, LLC2,027$295K<0.01%013F-HRTimeline
Verdence Capital Advisors LLC2,002$292K0.02%+11613F-HRTimeline
UNION SAVINGS BANK1,990$290K0.13%013F-HRTimeline
Key Financial Inc1,974$288K0.05%013F-HRTimeline
Madison Wealth Partners, Inc1,969$287K0.05%+13513F-HRTimeline
SkyOak Wealth, LLC1,969$287K0.05%013F-HRTimeline
BAYBAN1,966$287K0.25%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,962$286K0.04%013F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV1,820$286K0.1%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,942$283K0.01%+313F-HRTimelineGroup
Douglass Winthrop Advisors, LLC1,942$283K0.01%013F-HRTimeline
Fragasso Financial Advisors Inc1,902$282K0.02%new13F-HRTimeline
FSA Advisors, Inc.1,922$280K0.18%new13F-HRTimeline
MONECO ADVISORS, LLC1,914$279K0.02%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,913$279K0.01%+5713F-HRTimeline
Peak Financial Management, Inc.1,900$277K0.07%013F-HRTimeline
Elm Partners Management LLC1,946$277K0.01%013F-HRTimeline
Investmark Advisory Group LLC1,861$271K0.12%+22113F-HRTimeline
River Wealth Advisors LLC1,859$271K0.03%013F-HRTimeline
FOSTER & MOTLEY INC1,856$270K0.01%013F-HRTimeline
RAHLFS CAPITAL, LLC1,850$270K0.2%013F-HRTimeline
Sage Mountain Advisors LLC1,842$268K0.02%013F-HRTimeline
Galvin, Gaustad & Stein, LLC1,841$268K0.02%-1013F-HRTimeline
Plante Moran Financial Advisors, LLC1,840$268K0.02%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL1,833$267K<0.01%new13F-HRTimeline
Montecito Bank & Trust1,811$264K0.04%013F-HRTimeline
Bluespring Wealth Management, LLC1,808$263K0.02%013F-HRTimeline
Joel Adams & Associates, Inc.1,802$263K0.19%+613F-HRTimeline
GHP Investment Advisors, Inc.1,797$262K0.01%013F-HRTimeline
Networth Advisors, LLC1,791$261K0.18%-9613F-HRTimeline
AFT, FORSYTH & COMPANY, INC.1,789$261K0.12%+113F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO1,781$260K0.05%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,783$260K0.01%013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC1,771$258K<0.01%-3713F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC1,770$258K<0.01%-3,00013F-HRTimelineGroup
Gallacher Capital Management LLC1,755$256K0.1%013F-HRTimeline
Insight Inv LLC1,752$255K0.14%-11313F-HRTimeline
Foundation Wealth Management, LLC\PA1,743$254K0.09%013F-HRTimeline
Heritage Investment Group, Inc.1,737$253K0.04%013F-HRTimeline
WealthShield Partners, LLC1,731$252K0.03%-2,22613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,723$251K0.01%013F-HRTimeline
EASTERN BANK1,719$251K<0.01%-40413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,712$249K0.01%+1513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,700$248K0.2%013F-HRTimeline
Moors & Cabot, Inc.1,699$248K0.01%-17013F-HRTimeline
Freedom Investment Management, Inc.1,698$247K0.07%-3013F-HRTimeline
IBEX WEALTH ADVISORS1,698$247K0.02%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,696$247K0.01%-5,34513F-HRTimelineGroup
TME FINANCIAL, INC.1,692$247K0.17%-7613F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,692$247K0.05%+913F-HRTimeline
FDx Advisors, Inc.1,686$246K0.08%+4513F-HRTimeline
Legacy Advisors, LLC1,680$245K0.03%013F-HRTimeline
Orgel Wealth Management, LLC1,675$244K0.01%new13F-HRTimeline
LAWOOD & CO1,672$244K0.23%-8213F-HRTimeline
Edgemoor Investment Advisors, Inc.1,670$244K0.02%-10013F-HRTimeline
Unified Investment Management1,665$243K0.25%013F-HRTimeline
SYM FINANCIAL Corp1,664$243K0.02%013F-HRTimeline
Chesley Taft & Associates LLC1,661$242K0.01%013F-HRTimeline
BostonPremier Wealth LLC1,661$242K0.13%-613F-HRTimeline
Foundation Wealth Management, LLC1,661$242K0.16%+213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,655$241K0.01%-31813F-HRTimeline
Vigil Wealth Management, LLC1,653$241K0.19%013F-HRTimeline
Snowden Capital Advisors LLC1,649$240K0.01%-1,19213F-HRTimeline
Glassman Wealth Services1,645$240K0.03%013F-HRTimeline
Clark Capital Management Group, Inc.1,634$238K<0.01%-65113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,634$238K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners1,623$236K0.05%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,615$235K<0.01%-19613F-HRTimelineGroup
OARSMAN CAPITAL, INC.1,602$233K0.03%013F-HRTimeline
ASPIRIANT, LLC1,591$232K0.01%-1,66213F-HRTimeline
Align Financial, LLC1,589$232K0.13%-222,53913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp1,575$230K0.01%013F-HRTimelineGroup
Triangle Securities Wealth Management1,575$230K0.05%-5813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,573$229K0.02%-1713F-HRTimelineGroup
Quadcap Wealth Management, LLC1,566$228K0.03%-113F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,565$228K0.07%013F-HRTimeline
Madden Advisory Services, Inc.1,559$227K0.09%+5113F-HRTimeline
Wealth Watch Advisors, INC1,547$225K0.09%+1,02613F-HRTimeline
Cordant, Inc.1,545$225K0.09%-1,91413F-HRTimeline
Neumann Capital Management, LLC1,524$222K0.07%013F-HRTimeline
Split Rock Private Trading & Wealth Man…1,520$222K0.17%-1113F-HRTimeline
Snider Financial Group1,516$221K0.07%-40613F-HRTimeline
Wealth Science Advisors LLC1,554$219K0.12%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,500$219K0.01%-10513F-HRTimeline
Arbor Investment Advisors, LLC1,497$218K0.03%013F-HRTimeline
Almanack Investment Partners, LLC.1,487$217K0.04%013F-HRTimeline
FARMERS TRUST CO1,485$216K0.03%013F-HRTimeline
Financial Sense Advisors, Inc.1,480$216K0.04%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,471$214K<0.01%new13F-HRTimeline
Independence Bank of Kentucky1,463$213K0.03%-7513F-HRTimeline
Synergy Financial Group, LTD1,455$212K0.16%new13F-HRTimeline
TCV Trust & Wealth Management, Inc.1,449$211K0.02%013F-HRTimeline
Xcelsior Advisor Partners LLC1,438$210K0.08%new13F-HRTimeline
1832 Asset Management L.P.1,431$209K<0.01%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,422$207K<0.01%-75413F-HRTimelineGroup
MLP3, LLC1,420$207K0.23%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC1,415$206K0.11%new13F-HRTimeline
First Command Advisory Services, Inc.1,414$206K<0.01%013F-HRTimeline
Accelerate Investment Advisors LLC1,413$206K0.14%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,412$206K0.01%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,410$205K0.01%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP1,405$205K0.03%new13F-HRTimeline
Cyndeo Wealth Partners, LLC1,405$205K0.01%-1,48213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,400$204K<0.01%013F-HRTimelineGroup
LaFleur & Godfrey LLC1,398$204K0.03%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,396$204K0.02%new13F-HRTimeline
Versant Capital Management, Inc1,393$203K0.02%-313F-HRTimeline
New England Private Wealth Advisors LLC1,391$203K0.02%-22813F-HRTimeline
Campion Asset Management1,390$203K0.14%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,389$202K0.01%new13F-HRTimeline
First Business Financial Services, Inc.1,377$201K0.02%new13F-HRTimeline
Verum Partners LLC1,375$200K0.04%new13F-HRTimeline
Princeton Global Asset Management LLC1,363$199K0.03%013F-HRTimeline
2UniFi Bank1,355$197K0.1%013F-HRTimeline
REAP Financial Group, LLC1,325$193K0.04%-4913F-HRTimeline
AlphaCore Capital LLC1,324$193K<0.01%+75313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,304$191K0.01%-37213F-HRTimeline
Anchor Investment Management, LLC1,305$190K0.02%-4313F-HRTimeline
OAKWORTH CAPITAL, INC.1,283$187K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,277$186K0.01%+2713F-HRTimeline
Providence Capital Advisors, LLC1,245$181K0.03%-1,03613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,185$173K0.06%+313F-HRTimeline
Paladin Advisory Group, LLC1,152$168K0.13%+8513F-HRTimeline
ARIEL INVESTMENTS, LLC1,145$167K<0.01%new13F-HRTimeline
Realta Investment Advisors1,128$164K0.06%+6213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,124$164K0.01%-2513F-HRTimelineGroup
Prestige Wealth Management Group LLC1,076$157K0.03%013F-HRTimeline
Synergy Investment Management, LLC1,056$154K0.05%new13F-HRTimeline
Clayton Financial Group LLC1,050$153K0.08%013F-HRTimeline
Hamilton Point Investment Advisors, LLC1,039$151K0.02%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,018$148K0.09%013F-HRTimeline
GAMMA Investing LLC1,002$146K0.01%-38613F-HRTimeline
Root Financial Partners, LLC996$145K0.01%+1513F-HRTimeline
High Note Wealth, LLC992$145K0.03%013F-HRTimeline
DUNCKER STREETT & CO INC961$140K0.03%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC946$138K0.07%013F-HRTimeline
Rialto Wealth Management, LLC913$133K0.03%-20213F-HRTimeline
Midwest Capital Advisors, LLC913$133K0.06%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC906$132K<0.01%-3,75013F-HRTimelineGroup
Burk Holdings LLC902$131K0.06%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/886$129K<0.01%-19113F-HRTimelineGroup
Private Wealth Management Group, LLC882$129K0.03%013F-HRTimeline
Cordgrass Capital Advisors, LLC862$126K0.03%013F-HRTimeline
TSFG, LLC861$125K0.02%-73013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC846$123K0.04%+313F-HRTimeline
Pflug Koory, LLC808$118K0.05%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV800$117K0.01%+2113F-HRTimeline
Bare Financial Services, Inc784$114K0.03%013F-HRTimeline