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Disclosery

IWS ISHARES TR

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ETF (fund)

914 managers (927 13F filers) reported a position in IWS shares at 2025-03-31, 84,118,761 shares in all. 50 filers opened a position and 61 filers sold out during the quarter.

Managers
914
13F filers
927
New
50
Added
253
Reduced
351
Sold out
61
Shares held by filers
84,118,761

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Larson Financial Group LLC273$34.3K<0.01%+113F-HRTimeline
Windsor Advisory Group, LLC270$34K0.04%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …266$33.5K0.01%13F-HRTimelineGroup
Glen Eagle Advisors, LLC264$33.2K0.01%013F-HRTimeline
Tortoise Investment Management, LLC263$33.1K<0.01%013F-HR/ATimeline
Register Financial Advisors LLC254$32K0.02%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC253$31.9K0.01%new13F-HRTimelineGroup
Crews Bank & Trust253$31.9K0.01%013F-HRTimeline
Nova Wealth Management, Inc.252$31.7K0.03%013F-HR/ATimeline
AlphaCore Capital LLC250$31.5K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC250$31.5K<0.01%-7913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…249$31.4K0.02%013F-HRTimelineGroup
Laurel Wealth Advisors LLC248$31.2K<0.01%013F-HRTimeline
Hughes Financial Services, LLC247$31.2K0.01%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.247$31.1K0.02%013F-HRTimeline
City State Bank240$30.2K0.01%013F-HRTimeline
PrairieView Partners, LLC243$30K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc236$29.7K0.01%+213F-HRTimeline
ROTHSCHILD INVESTMENT LLC225$28.3K<0.01%013F-HRTimeline
Abound Wealth Management223$28.1K0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC220$27.7K0.01%new13F-HRTimeline
American Capital Advisory, LLC220$27.7K0.01%013F-HRTimeline
Capital A Wealth Management, LLC219$27.6K0.03%-3013F-HRTimeline
Bank of New Hampshire214$27K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB208$26.2K<0.01%-11113F-HRTimeline
Olde Wealth Management, LLC211$26K0.01%new13F-HRTimeline
Bogart Wealth, LLC203$25.6K<0.01%013F-HRTimeline
Hoese & Co LLP203$25.6K0.02%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC200$25.2K0.01%-19213F-HRTimeline
Mechanics Financial Corp197$24.8K0.01%013F-HRTimeline
Rise Advisors, LLC194$24.4K0.01%+113F-HRTimeline
Peachtree Investment Partners, LLC191$24.1K0.01%new13F-HRTimeline
Avion Wealth192$24K0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co190$23.3K0.02%13F-HRTimeline
Roxbury Financial LLC177$23.2K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC185$23K<0.01%-7513F-HRTimeline
BOK Financial Private Wealth, Inc.181$22.8K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC176$22.2K<0.01%013F-HRTimeline
Fairman Group, LLC164$21.1K0.02%+113F-HRTimeline
ALBION FINANCIAL GROUP /UT162$20.4K<0.01%-6913F-HRTimeline
Sunbelt Securities, Inc.158$19.9K<0.01%-74213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.154$19K<0.01%-2213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Field & Main Bank150$18.9K0.01%013F-HRTimeline
Hara Capital LLC148$18.6K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC144$18.1K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC139$18K<0.01%013F-HRTimeline
Integrity Financial Corp /WA135$17K0.01%new13F-HRTimeline
Center for Financial Planning, Inc.133$16.8K<0.01%+1713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC129$16.2K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC127$16K0.01%013F-HRTimeline
Smartleaf Asset Management LLC128$16K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC293$16K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…121$15.3K<0.01%new13F-HRTimelineGroup
Brooklyn Investment Group120$15.1K<0.01%+5613F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC120$15.1K0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC119$15K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC119$15K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC113$14.2K<0.01%013F-HRTimeline
CVA Family Office, LLC111$14K<0.01%013F-HRTimeline
MilWealth Group LLC110$13.9K<0.01%013F-HRTimeline
Front Row Advisors LLC109$13.7K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC107$13.5K<0.01%013F-HRTimeline
Pacifica Partners Inc.103$12.4K0.01%013F-HRTimeline
Westside Investment Management, Inc.96$12.1K<0.01%013F-HRTimeline
Briaud Financial Planning Inc100$12K<0.01%new13F-HRTimeline
Activest Wealth Management95$11.9K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST94$11.8K<0.01%013F-HRTimeline
Pingora Partners LLC90$11.3K0.01%-913F-HRTimeline
Bullock Wealth Management Group87$11K0.01%013F-HRTimeline
MOTCO87$11K<0.01%013F-HRTimeline
BFSG, LLC80$10.1K<0.01%+513F-HRTimeline
Elequin Capital, LP79$9.95K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC78$9.83K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…77$9.7K0.01%013F-HRTimeline
Hexagon Capital Partners LLC76$9.57K<0.01%013F-HRTimeline
Stephens Consulting, LLC75$9.45K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.65$8.19K<0.01%013F-HRTimeline
one8zero8, LLC65$8.19K<0.01%-8713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC61$7.68K<0.01%013F-HRTimeline
Tower View Wealth Management LLC60$7.57K<0.01%013F-HRTimeline
New Millennium Group LLC57$7.18K<0.01%-1213F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…55$6.93K<0.01%-4113F-HRTimelineGroup
Breakwater Investment Management55$6.93K<0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc55$6.93K0.01%013F-HRTimeline
MorganRosel Wealth Management, LLC51$6.42K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC49$6.13K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC48$6.05K<0.01%-26113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.45$5.66K<0.01%013F-HRTimeline
Financial Perspectives, Inc43$5.42K<0.01%-3113F-HRTimeline
CHELSEA COUNSEL CO42$5.29K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC40$5.04K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department40$5.04K<0.01%013F-HRTimelineGroup
North Capital, Inc.40$5.04K<0.01%13F-HRTimeline
NFSG Corp39$4.91K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC48$4.79K<0.01%new13F-HRTimeline
10Elms LLP37$4.66K<0.01%013F-HRTimeline
Nemes Rush Group LLC36$4.54K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…34$4.28K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC28$3.53K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.27$3.44K<0.01%013F-HRTimeline
Robinswood Financial LLC25$3.17K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.25$3.15K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC30$3K<0.01%013F-HRTimeline
Dunhill Financial, LLC22$2.8K<0.01%013F-HRTimeline
HOWE & RUSLING INC20$2.52K<0.01%-2013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC20$2.52K<0.01%013F-HR/ATimeline
PFS Partners, LLC19$2.39K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC18$2.27K<0.01%013F-HRTimeline
Lindbrook Capital, LLC14$1.76K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc6$756<0.01%013F-HRTimeline
Main Street Group, LTD4$504<0.01%013F-HRTimeline
Wagner Wealth Management, LLC1$126<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC1$82<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-24,32213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.