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Disclosery

IWS ISHARES TR

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ETF (fund)

909 managers (921 13F filers) reported a position in IWS shares at 2025-06-30, 79,943,953 shares in all. 51 filers opened a position and 57 filers sold out during the quarter.

Managers
909
13F filers
921
New
51
Added
284
Reduced
327
Sold out
57
Shares held by filers
79,943,953

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Tortoise Investment Management, LLC263$34.8K<0.01%013F-HRTimeline
Talon Private Wealth, LLC258$34.1K<0.01%new13F-HRTimeline
HOWE & RUSLING INC256$33.8K<0.01%+23613F-HRTimeline
Register Financial Advisors LLC254$33.6K0.01%013F-HRTimeline
Crews Bank & Trust253$33.4K0.01%013F-HRTimeline
Nova Wealth Management, Inc.252$33.3K0.02%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/251$33.2K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC247$33K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC250$33K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC249$32.9K0.02%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…249$32.9K0.02%013F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.247$32.6K0.02%013F-HRTimeline
PrairieView Partners, LLC243$32K<0.01%013F-HRTimeline
City State Bank240$31.7K0.01%013F-HRTimeline
Bogart Wealth, LLC239$31.6K<0.01%+3613F-HRTimeline
Gen-Wealth Partners Inc239$31.6K0.01%+313F-HRTimeline
ROTHSCHILD INVESTMENT LLC225$29.7K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC220$29.1K<0.01%013F-HRTimeline
American Capital Advisory, LLC220$29.1K0.01%013F-HRTimeline
Bank of New Hampshire214$28.3K0.01%013F-HRTimeline
Westside Investment Management, Inc.200$26.8K<0.01%+10413F-HRTimeline
Rise Advisors, LLC202$26.6K0.01%+813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC200$26.4K0.01%013F-HRTimeline
Mechanics Financial Corp197$26K0.01%013F-HRTimeline
Peachtree Investment Partners, LLC192$25.4K0.01%+113F-HRTimeline
Clearstead Trust, LLC191$25.2K<0.01%new13F-HRTimeline
TOWER TRUST & INVESTMENT Co190$25.1K0.02%013F-HRTimeline
Avion Wealth192$25K0.01%013F-HR/ATimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP193$24.3K0.01%13F-HRTimeline
BOK Financial Private Wealth, Inc.181$23.9K<0.01%013F-HRTimeline
Roxbury Financial LLC177$23.4K0.02%013F-HRTimeline
MONTAG A & ASSOCIATES INC176$23.3K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB176$23.3K<0.01%-3213F-HRTimeline
Abound Wealth Management173$22.8K0.01%-5013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …170$22.5K<0.01%13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT162$21.4K<0.01%013F-HRTimeline
Hara Capital LLC148$19.6K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC144$19K<0.01%013F-HR/ATimeline
Winthrop Capital Management, LLC139$18K<0.01%013F-HRTimeline
Integrity Financial Corp /WA135$17.8K0.01%013F-HRTimeline
Field & Main Bank134$17.7K0.01%-1613F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC129$17K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC128$16.9K0.01%+113F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…121$16.3K<0.01%013F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC128$16K0.01%-16513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.117$16K<0.01%-3713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MB, LEVIS & ASSOCIATES, LLC119$15.7K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC119$15.7K0.01%013F-HRTimeline
Center for Financial Planning, Inc.116$15.3K<0.01%-1713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC113$14.9K<0.01%013F-HRTimeline
CVA Family Office, LLC111$14.7K<0.01%013F-HRTimeline
MilWealth Group LLC110$14.5K<0.01%013F-HRTimeline
Front Row Advisors LLC109$14.4K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC107$14.2K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC100$13K<0.01%-8513F-HRTimeline
Briaud Financial Planning Inc100$13K0.01%013F-HRTimeline
Brooklyn Investment Group97$12.8K<0.01%-2313F-HR/ATimeline
Activest Wealth Management95$12.5K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST94$12.4K<0.01%013F-HRTimeline
MOTCO87$11.7K<0.01%013F-HRTimeline
Bullock Wealth Management Group87$11.7K0.01%013F-HRTimeline
Qube Research & Technologies Ltd79$10.4K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.77$10.2K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…77$10.2K0.01%013F-HRTimeline
Stephens Consulting, LLC75$9.91K<0.01%013F-HRTimeline
Pingora Partners LLC75$9.91K0.01%-1513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.65$8.59K<0.01%013F-HRTimeline
one8zero8, LLC65$8.59K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC61$8.06K<0.01%013F-HRTimeline
Tower View Wealth Management LLC60$7.97K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC60$7.93K<0.01%-51213F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…55$7.27K<0.01%013F-HRTimelineGroup
DB Fitzpatrick & Co, Inc55$7.27K0.01%013F-HRTimeline
Breakwater Investment Management55$7.27K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC53$7K<0.01%-20013F-HRTimelineGroup
MorganRosel Wealth Management, LLC51$6.74K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC49$6.43K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.45$5.93K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO42$5.55K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA41$5.42K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC40$5.38K<0.01%013F-HRTimeline
BFSG, LLC40$5.29K<0.01%-4013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department40$5.29K<0.01%013F-HRTimelineGroup
North Capital, Inc.40$5.29K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton37$4.89K<0.01%new13F-HRTimeline
10Elms LLP37$4.89K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…34$4.49K<0.01%013F-HRTimeline
Nemes Rush Group LLC30$3.96K<0.01%-613F-HRTimeline
WOLFF WIESE MAGANA LLC28$3.7K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.27$3.63K<0.01%013F-HRTimeline
New Millennium Group LLC27$3.57K<0.01%-3013F-HRTimeline
Robinswood Financial LLC25$3.34K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.25$3.3K<0.01%013F-HRTimeline
Pacifica Partners Inc.25$3.29K<0.01%-7813F-HRTimeline
Dunhill Financial, LLC22$2.94K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC22$2.91K<0.01%new13F-HRTimelineGroup
ALERUS FINANCIAL NA21$2.77K<0.01%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC2,643$2.64K<0.01%+2,62313F-HR/ATimeline
PFS Partners, LLC19$2.51K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC18$2.38K<0.01%013F-HRTimeline
Financial Perspectives, Inc11$1.42K<0.01%-3213F-HRTimeline
Bellwether Advisors, LLC9$1.19K<0.01%-127,88513F-HRTimeline
Kilter Group LLC7$925<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc6$793<0.01%013F-HRTimeline
Compass Financial Services Inc4$531<0.01%new13F-HRTimeline
Main Street Group, LTD4$529<0.01%013F-HRTimeline
Wagner Wealth Management, LLC1$132<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC1$87<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.