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Disclosery

IWS ISHARES TR

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ETF (fund)

937 managers (949 13F filers) reported a position in IWS shares at 2024-12-31, 84,077,955 shares in all. 60 filers opened a position and 32 filers sold out during the quarter.

Managers
937
13F filers
949
New
60
Added
301
Reduced
268
Sold out
32
Shares held by filers
84,077,955

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Creekmur Asset Management LLC399$51.6K0.01%013F-HRTimeline
Biltmore Family Office, LLC396$51.2K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC392$50.7K0.03%+19213F-HRTimeline
Cassady Schiller Wealth Management, LLC391$50.5K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.390$50.4K<0.01%new13F-HRTimeline
AlphaMark Advisors, LLC375$49K0.02%013F-HRTimeline
HM PAYSON & CO375$48.5K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co350$45.3K0.02%013F-HRTimeline
Venturi Wealth Management, LLC341$44.1K<0.01%-1,37613F-HRTimeline
WINNACLE WEALTH LLC340$43.9K0.04%13F-HRTimeline
JNBA Financial Advisors339$43.8K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC335$43.3K0.01%013F-HR/ATimeline
GUARDIAN WEALTH ADVISORS, LLC / NC329$42.6K<0.01%+7913F-HRTimeline
MassMutual Private Wealth & Trust, FSB319$41.3K<0.01%+14313F-HRTimeline
Mascoma Wealth Management LLC309$40K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC303$39.2K0.01%-713F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC293$39K0.04%013F-HRTimeline
Copia Wealth Management300$38.8K0.04%13F-HRTimeline
Kimelman & Baird, LLC284$36.7K<0.01%013F-HRTimeline
Horizons Wealth Management279$36.1K0.03%-113F-HRTimeline
Larson Financial Group LLC272$35.2K<0.01%+113F-HRTimeline
Windsor Advisory Group, LLC270$34.9K0.04%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …266$34.4K0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC264$34.1K0.01%+7913F-HRTimeline
Tortoise Investment Management, LLC263$34K<0.01%013F-HR/ATimeline
Capital Advisors, Ltd. LLC260$34K<0.01%013F-HRTimeline
Investors Research Corp259$33.5K0.01%013F-HRTimeline
Legacy Investment Solutions, LLC249$33.1K0.02%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…249$33.1K0.02%013F-HRTimelineGroup
Register Financial Advisors LLC254$32.9K0.02%013F-HRTimeline
Crews Bank & Trust253$32.7K0.01%13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP252$32.6K0.01%-13513F-HRTimeline
Nova Wealth Management, Inc.252$32.6K0.03%13F-HRTimeline
Capital A Wealth Management, LLC249$32.2K0.05%13F-HRTimeline
Laurel Wealth Advisors LLC248$32.1K0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.247$31.9K0.02%013F-HRTimeline
City State Bank240$31K0.01%013F-HRTimeline
PrairieView Partners, LLC243$31K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc234$30.3K0.01%+213F-HRTimeline
ALBION FINANCIAL GROUP /UT231$29.9K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC225$29.1K<0.01%013F-HRTimeline
Abound Wealth Management223$28.8K0.01%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…221$28.6K0.01%013F-HRTimeline
American Capital Advisory, LLC220$28.5K0.02%013F-HRTimeline
Bank of New Hampshire214$27.7K0.01%013F-HRTimeline
Northwest Bank & Trust Co190$26.6K0.02%013F-HRTimeline
Bogart Wealth, LLC203$26.3K<0.01%013F-HRTimeline
Hoese & Co LLP203$26.3K0.02%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC200$25.9K<0.01%new13F-HRTimeline
Mechanics Financial Corp197$25.5K0.01%013F-HRTimeline
New Republic Capital, LLC195$25.2K0.02%-37813F-HRTimeline
Rise Advisors, LLC193$25K0.01%+113F-HRTimeline
Roxbury Financial LLC177$24.8K0.02%13F-HRTimeline
Avion Wealth192$24K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.181$23.4K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.176$23K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MONTAG A & ASSOCIATES INC176$22.8K<0.01%-26413F-HRTimeline
Transcendent Capital Group LLC165$21.4K0.01%013F-HRTimeline
Fairman Group, LLC163$21.1K0.02%013F-HRTimeline
one8zero8, LLC152$19.7K<0.01%13F-HRTimeline
Field & Main Bank150$19.4K0.01%013F-HRTimeline
Hara Capital LLC148$19.1K0.01%013F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC144$18.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Winthrop Capital Management, LLC139$18K<0.01%new13F-HRTimeline
Talon Private Wealth, LLC129$16.7K<0.01%013F-HR/ATimeline
MPWM ADVISORY SOLUTIONS, LLC129$16.7K0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC127$16.4K0.01%+113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…121$15.7K<0.01%+6113F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC120$15.5K0.01%-7613F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC119$15.4K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC119$15.4K0.01%13F-HRTimeline
Center for Financial Planning, Inc.116$15K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC113$14.6K<0.01%new13F-HR/ATimeline
CVA Family Office, LLC111$14.4K<0.01%013F-HRTimeline
MilWealth Group LLC110$14.2K<0.01%013F-HRTimeline
WPG Advisers, LLC110$14.2K0.01%13F-HRTimeline
Front Row Advisors LLC109$14.1K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC107$13.9K<0.01%-67713F-HRTimeline
Pacifica Partners Inc.103$13.3K0.01%013F-HRTimeline
Denver PWM, LLC100$12.9K0.01%new13F-HRTimeline
Providence First Trust Co100$12.9K<0.01%new13F-HRTimeline
Pingora Partners LLC99$12.8K0.01%013F-HRTimeline
Westside Investment Management, Inc.96$12.4K<0.01%013F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…96$12.4K<0.01%013F-HRTimelineGroup
Activest Wealth Management95$12.2K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST94$12.2K<0.01%-6513F-HRTimeline
Bullock Wealth Management Group87$11.3K0.01%013F-HRTimeline
MOTCO87$11.3K<0.01%013F-HRTimeline
GoalVest Advisory LLC84$10.9K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD82$10.6K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC78$10.1K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…77$9.96K0.01%013F-HRTimeline
Hexagon Capital Partners LLC76$9.83K<0.01%013F-HRTimeline
BFSG, LLC75$9.7K<0.01%-513F-HRTimeline
Pacific Capital Wealth Advisors, Inc.75$9.7K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC75$9.7K<0.01%+1513F-HRTimeline
Stephens Consulting, LLC75$9.7K<0.01%013F-HRTimeline
Financial Perspectives, Inc74$9.57K<0.01%013F-HRTimeline
New Millennium Group LLC69$8.92K0.01%+4313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.65$8.41K<0.01%013F-HRTimeline
Brooklyn Investment Group64$8.28K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC61$7.89K<0.01%013F-HRTimeline
Tower View Wealth Management LLC60$7.75K<0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc55$7.11K0.01%013F-HRTimeline
Breakwater Investment Management55$7.11K<0.01%new13F-HR/ATimeline
Retirement Wealth Solutions LLC53$6.77K0.01%13F-HRTimeline
Provenance Wealth Advisors, LLC49$6.29K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.45$5.81K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC44$5.69K<0.01%013F-HRTimelineGroup
WFA Asset Management Corp44$5.69K<0.01%new13F-HRTimeline
CHELSEA COUNSEL CO42$5.43K<0.01%013F-HRTimeline
HOWE & RUSLING INC40$5.17K<0.01%-14013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…40$5.17K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC40$5.17K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department40$5.17K<0.01%13F-HRTimelineGroup
10Elms LLP37$4.79K<0.01%13F-HRTimeline
Nemes Rush Group LLC36$4.66K<0.01%-7713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…34$4.4K<0.01%013F-HRTimeline
Evolution Advisers, Inc.34$4K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC28$3.62K<0.01%+1313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.27$3.52K<0.01%013F-HRTimeline
Robinswood Financial LLC25$3.25K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.25$3.23K<0.01%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC30$3K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC22$2.91K<0.01%new13F-HRTimelineGroup
Dunhill Financial, LLC22$2.88K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC20$2.59K<0.01%013F-HR/ATimeline
PFS Partners, LLC19$2.46K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC19$2.46K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC18$2.33K<0.01%013F-HRTimeline
Lindbrook Capital, LLC14$1.81K<0.01%013F-HRTimeline
Legend Financial Advisors, Inc.9$1.16K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.6$8400.08%-7,09313F-HRTimeline
Bell Investment Advisors, Inc6$777<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6$776<0.01%-813F-HRTimelineGroup
Main Street Group, LTD4$518<0.01%013F-HRTimeline
RE Dickinson Investment Advisors, LLC203$2630.01%013F-HR/ATimeline