IWS ISHARES TR

ETF (fund)

1,033 managers (1,050 13F filers) reported a position in IWS shares at 2026-06-30, 72,623,735 shares in all. 90 filers opened a position and 39 filers sold out during the quarter.

Managers: 1,033
13F filers: 1,050
New: 90
Added: 289
Reduced: 356
Sold out: 39
Shares held by filers: 72,623,735

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Peregrine Asset Advisers, Inc.	1,292	$213K	0.05%	new	13F-HR Timeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC	1,291	$212K	0.02%	-282	13F-HR Timeline Group
Montz Harcus Wealth Management LLC	1,289	$212K	0.08%	new	13F-HR Timeline
OAKWORTH CAPITAL, INC.	1,283	$211K	0.01%	0	13F-HR Timeline
SHUFRO ROSE & CO LLC	1,283	$211K	0.01%	new	13F-HR Timeline
WEST BANCORPORATION INC	1,278	$210K	0.09%	-930	13F-HR Timeline
Schneider Downs Wealth Management Advis…	1,278	$210K	0.02%	new	13F-HR Timeline
Tanager Wealth Management LLP	1,278	$210K	0.02%	new	13F-HR Timeline
Fiduciary Trust Coin group Fiduciary Trust Co	1,276	$210K	<0.01%	-146	13F-HR Timeline Group
BancFirst Trust & Investment Management	1,271	$210K	0.09%	new	13F-HR Timeline
YHB Investment Advisors, Inc.	1,270	$209K	0.01%	new	13F-HR Timeline
Narus Financial Partners, LLC	1,260	$207K	0.05%	new	13F-HR Timeline
MLG Wealth Management DBA Pine Grove Fi…	1,258	$207K	0.02%	new	13F-HR Timeline
Welch & Forbes LLC	1,257	$207K	<0.01%	new	13F-HR Timeline
MEANS INVESTMENT CO., INC.	1,254	$206K	0.02%	-1,035	13F-HR Timeline
FIRST MANHATTAN CO. LLC.	1,254	$206K	<0.01%	new	13F-HR Timeline
Cypress Capital Groupin group Cypress Capital Group	1,252	$206K	0.02%	new	13F-HR Timeline Group
Providence Capital Advisors, LLC	1,245	$205K	0.03%	0	13F-HR Timeline
WRAPMANAGER INC	1,239	$204K	0.06%	new	13F-HR Timeline
Madison Asset Management, LLCin group Madison Asset Management, LLC	1,234	$203K	<0.01%	new	13F-HR Timeline Group
HOWE & RUSLING INC	1,225	$202K	0.01%	+864	13F-HR Timeline
FIDUCIARY FINANCIAL ADVISORS	1,223	$201K	0.02%	new	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	1,189	$196K	0.06%	+4	13F-HR Timeline
BOK Financial Private Wealth, Inc.	1,169	$192K	0.01%	+988	13F-HR Timeline
TOUNJIAN ADVISORY PARTNERS, LLC	1,146	$189K	0.08%	new	13F-HR Timeline
ARIEL INVESTMENTS, LLC	1,145	$188K	<0.01%	0	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	1,124	$185K	0.01%	0	13F-HR Timeline Group
Synergy Investment Management, LLC	1,112	$183K	0.04%	+56	13F-HR Timeline
Paladin Advisory Group, LLC	1,111	$183K	0.12%	-41	13F-HR Timeline
GAMMA Investing LLC	1,077	$177K	0.01%	+75	13F-HR Timeline
Prestige Wealth Management Group LLC	1,076	$177K	0.03%	0	13F-HR Timeline
Hamilton Point Investment Advisors, LLC	1,039	$171K	0.02%	0	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	1,018	$168K	0.1%	0	13F-HR Timeline
Institute for Wealth Management, LLC.	1,010	$166K	0.01%	new	13F-HR Timeline
High Note Wealth, LLC	992	$163K	0.03%	0	13F-HR Timeline
Realta Investment Advisors	969	$160K	0.05%	-159	13F-HR Timeline
DUNCKER STREETT & CO INC	961	$158K	0.03%	0	13F-HR Timeline
Blue Trust, Inc.	948	$156K	<0.01%	-2,314	13F-HR Timeline
MATRIX PRIVATE CAPITAL GROUP LLC	946	$156K	0.07%	0	13F-HR Timeline
First Command Advisory Services, Inc.	914	$150K	<0.01%	-500	13F-HR Timeline
Rialto Wealth Management, LLC	913	$150K	0.03%	0	13F-HR Timeline
Midwest Capital Advisors, LLC	913	$150K	0.06%	0	13F-HR Timeline
Burk Holdings LLC	902	$148K	0.05%	0	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	886	$146K	<0.01%	0	13F-HR Timeline Group
Capital Analysts, LLCin group Capital Analysts, LLC	863	$142K	<0.01%	-43	13F-HR Timeline Group
TSFG, LLC	862	$142K	0.02%	+1	13F-HR Timeline
Cordgrass Capital Advisors, LLC	862	$142K	0.05%	0	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	848	$140K	0.04%	+2	13F-HR Timeline
Bare Financial Services, Inc	784	$129K	0.03%	0	13F-HR Timeline
CoreCap Advisors, LLC	780	$128K	<0.01%	+2	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	779	$128K	0.01%	-21	13F-HR Timeline
Holos Integrated Wealth LLC	767	$127K	0.06%	0	13F-HR Timeline
Addison Advisors LLC	743	$122K	0.06%	0	13F-HR Timeline
Private Wealth Management Group, LLC	720	$119K	0.03%	-162	13F-HR Timeline
Trust Co	717	$118K	0.01%	0	13F-HR Timeline
Pflug Koory, LLC	714	$118K	0.05%	-94	13F-HR Timeline
Harbor Asset Planning, Inc.	693	$114K	0.09%	+1	13F-HR Timeline
Parvin Asset Management, LLC	691	$114K	0.09%	0	13F-HR Timeline
Cutler Capital Management, LLC	684	$113K	0.03%	new	13F-HR Timeline
Basepoint Wealth LLC	683	$112K	0.06%	-55	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	682	$112K	0.01%	+3	13F-HR Timeline
STEPH & CO	679	$112K	0.03%	0	13F-HR Timeline
Acropolis Investment Management, LLC	666	$110K	<0.01%	new	13F-HR/A Timeline
Smithfield Trust Co	614	$102K	<0.01%	0	13F-HR Timeline
CX Institutional	599	$99K	<0.01%	-138	13F-HR Timeline
Avalon Trust Co	600	$98.8K	0.01%	0	13F-HR Timeline
Provident Wealth Management, LLC	596	$98.1K	0.03%	0	13F-HR Timeline
Legacies Wealth LLC	591	$97.3K	0.05%	-92	13F-HR Timeline
Founders Financial Alliance, LLC	579	$95.3K	0.01%	+1	13F-HR Timeline
Golden State Wealth Management, LLC	572	$94.2K	0.01%	0	13F-HR Timeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…	568	$93.6K	0.01%	new	13F-HR Timeline Group
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	559	$92K	0.01%	0	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	557	$91.7K	0.02%	0	13F-HR Timeline Group
Strive Financial Group ,LLC	535	$88.1K	0.04%	0	13F-HR/A Timeline
GoalVest Advisory LLC	531	$87.4K	0.02%	-121	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	525	$86.4K	0.02%	0	13F-HR Timeline
Riverview Trust Co	520	$85.6K	0.1%	0	13F-HR Timeline
Bravera Wealth	515	$84.8K	0.03%	+18	13F-HR Timeline
COMPASS FINANCIAL MANAGEMENT LLC	494	$84.6K	0.01%		13F-HR Timeline
Olistico Wealth, LLC	504	$83K	0.04%	0	13F-HR Timeline
Archer Investment Corp	502	$82.6K	0.02%	0	13F-HR/A Timeline
LifeSteps Financial, Inc.	499	$82.2K	0.04%	new	13F-HR Timeline
Bogart Wealth, LLC	498	$82K	<0.01%	0	13F-HR Timeline
North Star Investment Management Corp.	494	$81.3K	<0.01%	0	13F-HR Timeline
United Community Bankin group United Community Bank	491	$80.8K	0.02%	-50	13F-HR Timeline Group
TUCKER ASSET MANAGEMENT LLC	475	$78.2K	0.02%	0	13F-HR Timeline
Bangor Savings Bank	466	$76.7K	0.01%	0	13F-HR Timeline
CoreFirst Bank & Trust	465	$76.5K	0.04%	0	13F-HR Timeline
Downshift Financial, LLC	464	$76.3K	0.03%	new	13F-HR Timeline
City State Bank	444	$73.1K	0.02%	0	13F-HR Timeline
Asset Dedication, LLC	438	$72.1K	<0.01%	-135	13F-HR Timeline
Strategic Wealth Advisors LLC	500	$70K	0.06%	0	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	424	$69.8K	<0.01%	0	13F-HR Timeline
Capital Investment Advisory Services, L…	416	$68.5K	<0.01%	-243	13F-HR Timeline
RICHARDS, MERRILL & PETERSON, INC.	379	$62.4K	0.02%	0	13F-HR Timeline
Hilton Head Capital Partners, LLC	370	$60.9K	0.03%	0	13F-HR Timeline
Fairman Group, LLC	345	$56.8K	0.04%	+1	13F-HR Timeline
JNBA Financial Advisors	339	$55.8K	<0.01%	0	13F-HR Timeline
Aventura Private Wealth, LLC	324	$53.3K	0.02%	0	13F-HR Timeline
Biltmore Family Office, LLC	310	$51K	0.01%	0	13F-HR Timeline
Copia Wealth Management	308	$50.7K	0.03%	0	13F-HR Timeline
Wealth Enhancement Trust Services, Inc.	303	$49.9K	0.01%	0	13F-HR/A Timeline
HM PAYSON & CO	300	$49.4K	<0.01%	0	13F-HR Timeline
Basecamp Wealth Advisors LLC	300	$49.3K	0.01%	0	13F-HR Timeline
Kimelman & Baird, LLC	284	$46.7K	<0.01%	0	13F-HR/A Timeline
Windsor Advisory Group, LLC	270	$44.4K	0.03%	0	13F-HR Timeline
Glen Eagle Advisors, LLC	264	$43.4K	0.01%	0	13F-HR Timeline
Caldwell Trust Co	261	$43K	<0.01%	+244	13F-HR Timeline
Rosenberg Matthew Hamilton	255	$42K	0.01%	new	13F-HR Timeline
Register Financial Advisors LLC	254	$41.8K	0.01%	0	13F-HR Timeline
Nova Wealth Management, Inc.	252	$41.5K	0.02%	0	13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	251	$41.3K	<0.01%	0	13F-HR Timeline
INVESTMENT COUNSEL CO OF NEVADA	251	$41.3K	0.08%	0	13F-HR Timeline
LOWE BROCKENBROUGH & CO INC	250	$41.1K	<0.01%	0	13F-HR Timeline
IMA Advisory Services, Inc.	250	$41.1K	<0.01%	new	13F-HR Timeline
Gen-Wealth Partners Inc	248	$40.7K	0.01%	+2	13F-HR Timeline
Hughes Financial Services, LLC	247	$40.7K	0.01%	0	13F-HR Timeline
Abound Wealth Management	240	$39.6K	0.01%	+138	13F-HR Timeline
Cornerstone Planning Group LLC	238	$39.4K	<0.01%	-181	13F-HR Timeline
Forum Finance Group S.A.	285	$38K	0.01%	0	13F-HR Timeline
Trifecta Capital Advisors, LLC	220	$36.2K	<0.01%	0	13F-HR Timeline
American Capital Advisory, LLC	220	$36.2K	0.01%	0	13F-HR Timeline
MCDONALD PARTNERS LLC	218	$35.9K	0.01%	new	13F-HR Timeline
Bank of New Hampshire	213	$35.1K	0.01%	0	13F-HR Timeline
Brooklyn FI, LLC	212	$35.1K	0.01%	new	13F-HR Timeline
Triumph Capital Management	211	$34.7K	0.01%	0	13F-HR Timeline
Rossmore Private Capital	210	$34.6K	<0.01%	0	13F-HR Timeline
Crews Bank & Trust	208	$34.2K	<0.01%	0	13F-HR Timeline
FINANCIAL CONSULATE, INC	207	$34.1K	<0.01%	0	13F-HR Timeline
Global Trust Asset Management, LLC	205	$33.7K	0.01%	-15	13F-HR Timeline
Strategic Wealth Partners, Ltd.	201	$33.1K	<0.01%	+144	13F-HR Timeline
Westside Investment Management, Inc.	200	$32.9K	<0.01%	0	13F-HR Timeline
Mechanics Financial Corp	197	$32.4K	0.01%	0	13F-HR Timeline
Peachtree Investment Partners, LLC	195	$32.1K	0.01%	+1	13F-HR Timeline
TOWER TRUST & INVESTMENT Co	190	$31.3K	0.02%	0	13F-HR Timeline
Signature Equity Partners, LLC	179	$29.5K	0.01%	-68	13F-HR Timeline
Roxbury Financial LLC	177	$29.1K	0.02%	0	13F-HR Timeline
Signature Resources Capital Management,…	171	$28.1K	0.01%	0	13F-HR Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …	170	$28K	<0.01%		13F-HR Timeline Group
SECURITY NATIONAL BANK OF SIOUX CITY IO…	168	$27.7K	0.01%	new	13F-HR Timeline
Avion Wealth	167	$27K	0.01%	0	13F-HR Timeline
Allied Private Wealth LLC	163	$26.8K	0.02%		13F-HR Timeline
ALBION FINANCIAL GROUP /UT	162	$26.7K	<0.01%	0	13F-HR Timeline
Monetary Solutions, Ltd	150	$24.7K	0.02%	0	13F-HR Timeline
Hara Capital LLC	148	$24.4K	0.01%	0	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	148	$24.4K	0.01%	-52	13F-HR Timeline
HANTZ FINANCIAL SERVICES, INC.	146	$24K	<0.01%	+50	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
SALEM INVESTMENT COUNSELORS INC	144	$23.7K	<0.01%	0	13F-HR Timeline
SHP Wealth Management	140	$23K	<0.01%	-42	13F-HR Timeline
Winthrop Capital Management, LLC	139	$23K	0.01%	0	13F-HR Timeline
Planning Strategies Inc.	136	$22.4K	0.01%		13F-HR Timeline
Field & Main Bank	134	$22.1K	<0.01%	0	13F-HR/A Timeline
MPWM ADVISORY SOLUTIONS, LLC	129	$21.2K	0.01%	0	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	128	$21.1K	<0.01%	+110	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	128	$21K	0.01%	0	13F-HR/A Timeline
Darwin Wealth Management, LLC	122	$20.2K	0.01%	+100	13F-HR Timeline
MRP Capital Investments, LLC	122	$20.1K	0.01%	0	13F-HR Timeline
Ascentis Wealth Management, LLCgroup of 2 filers holding	121	$20K		-2,363	Timeline Ascentis Wealth Management, LLC: 121 (<0.01%) 13F-HR/A Ascentis Independent Advisors: sold out, -2,363 13F-HR/A
Rossby Financial, LCC	121	$19.9K	<0.01%	-229	13F-HR Timeline
MB, LEVIS & ASSOCIATES, LLC	119	$19.6K	0.01%	0	13F-HR Timeline
Center for Financial Planning, Inc.	116	$19.1K	<0.01%	0	13F-HR Timeline
Front Row Advisors LLC	109	$18.7K	0.01%	0	13F-HR Timeline
CVA Family Office, LLC	112	$18.4K	<0.01%	0	13F-HR Timeline
Clearstead Trust, LLC	111	$18.3K	<0.01%	0	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	107	$17.7K	<0.01%	0	13F-HR Timeline
Smartleaf Asset Management LLC	105	$17.3K	<0.01%	0	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	100	$16.5K	<0.01%	0	13F-HR Timeline
RMG Wealth Management LLC	95	$16.3K	<0.01%	new	13F-HR Timeline
Capital Advisors, Ltd. LLC	100	$16K	<0.01%	0	13F-HR Timeline
Elevated Capital Advisors, LLC	97	$16K	<0.01%	0	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	92	$15.1K	<0.01%	0	13F-HR Timeline
SFAM, LLC	89	$14.6K	0.01%	0	13F-HR Timeline
MilWealth Group LLC	88	$14.5K	<0.01%	0	13F-HR Timeline
Bullock Wealth Management Group	87	$14.4K	0.01%	0	13F-HR Timeline
MOTCO	87	$14.3K	<0.01%	0	13F-HR Timeline
AMERIFLEX GROUP, INC.	85	$14K	0.01%	-33	13F-HR Timeline
Cornerstone Financial Management LLC	82	$13.5K	0.01%	+71	13F-HR/A Timeline
Markowski Investments	81	$13.4K	<0.01%		13F-HR Timeline
Jackson, Grant Investment Advisers, Inc.	81	$13.3K	<0.01%	0	13F-HR Timeline
Indiana Trust & Investment Management Co	80	$13.2K	<0.01%	0	13F-HR Timeline
HHM Wealth Advisors, LLC	78	$12.8K	<0.01%	0	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	74	$12.2K	<0.01%	-20	13F-HR Timeline
CNB Bank	69	$11.4K	<0.01%	-5	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	65	$10.7K	<0.01%	0	13F-HR Timeline
one8zero8, LLC	65	$10.7K	<0.01%	0	13F-HR Timeline
Tower View Wealth Management LLC	61	$10.1K	<0.01%	0	13F-HR Timeline
Ares Financial Consulting, LLC	61	$9.96K	0.01%	+1	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	57	$9.38K	<0.01%	0	13F-HR Timeline
Investment Research & Advisory Group, I…	55	$9.05K	<0.01%	new	13F-HR Timeline
DB Fitzpatrick & Co, Inc	55	$9.05K	0.01%	0	13F-HR/A Timeline
Breakwater Investment Management	55	$9.05K	<0.01%	0	13F-HR Timeline
KERR FINANCIAL PLANNING Corp	51	$8.39K	0.01%	0	13F-HR Timeline
Beaird Harris Wealth Management, LLC	50	$8.23K	<0.01%	new	13F-HR Timeline
Provenance Wealth Advisors, LLC	49	$8.01K	<0.01%	0	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	48	$7.9K	<0.01%	0	13F-HR Timeline
Silver Grove Financial Group, Inc.	48	$7.9K	<0.01%	new	13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	45	$7.39K	<0.01%	0	13F-HR Timeline
CHELSEA COUNSEL CO	42	$6.91K	<0.01%	0	13F-HR Timeline
Larson Financial Group LLC	42	$6.9K	<0.01%	0	13F-HR Timeline
FIRST COMMUNITY TRUST NA	41	$6.75K	<0.01%	0	13F-HR Timeline