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Disclosery

IWS ISHARES TR

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ETF (fund)

979 managers (993 13F filers) reported a position in IWS shares at 2025-12-31, 80,292,561 shares in all. 68 filers opened a position and 56 filers sold out during the quarter.

Managers
979
13F filers
993
New
68
Added
336
Reduced
268
Sold out
56
Shares held by filers
80,292,561

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Addison Advisors LLC743$105K0.02%013F-HRTimeline
Basepoint Wealth LLC736$104K0.06%new13F-HRTimeline
Trust Co717$101K0.01%013F-HRTimeline
New Republic Capital, LLC700$98.7K0.03%+2113F-HRTimeline
Parvin Asset Management, LLC691$97.5K0.08%new13F-HRTimeline
Harbor Asset Planning, Inc.689$97.2K0.08%+313F-HRTimeline
STEPH & CO679$95.8K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC677$95.5K0.01%+313F-HRTimeline
Biltmore Family Office, LLC673$94.9K0.01%+27713F-HRTimeline
Smithfield Trust Co674$94K<0.01%+6013F-HRTimeline
Capital Investment Advisory Services, L…659$93K0.01%013F-HRTimeline
GoalVest Advisory LLC658$92.8K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC650$91.7K<0.01%new13F-HRTimeline
Rossby Financial, LCC627$88.4K0.03%013F-HRTimeline
Avalon Trust Co600$84.6K0.01%013F-HRTimeline
Provident Wealth Management, LLC596$84.1K0.02%013F-HRTimeline
Asset Dedication, LLC573$80.8K0.01%013F-HRTimeline
Golden State Wealth Management, LLC571$80.7K0.01%-5313F-HRTimeline
AlphaCore Capital LLC571$80.5K<0.01%+29913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC559$78.8K0.01%+313F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department557$78.6K0.02%+51713F-HRTimelineGroup
AMERIFLEX GROUP, INC.554$78.2K0.04%-55413F-HRTimeline
United Community Bankin group United Community Bank541$76.3K0.03%013F-HRTimelineGroup
Strive Financial Group ,LLC535$75.5K0.04%13F-HR/ATimeline
Sound Income Strategies, LLC505$74.8K<0.01%+3613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.525$74.1K0.02%+913F-HRTimeline
Wealth Watch Advisors, INC521$73.5K0.03%+50413F-HRTimeline
Riverview Trust Co520$73.3K0.09%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC516$72.8K0.02%new13F-HRTimeline
McIlrath & Eck, LLC514$72.5K0.01%+113F-HRTimeline
Sunbelt Securities, Inc.512$72.2K<0.01%+213F-HRTimeline
Financial Connections Group, Inc.517$72K0.02%013F-HRTimeline
Olistico Wealth, LLC504$71.1K0.03%new13F-HRTimeline
Cornerstone Planning Group LLC480$71K0.01%+5013F-HRTimeline
Archer Investment Corp502$70.8K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC500$70.5K<0.01%-313F-HRTimeline
Strategic Wealth Advisors LLC500$70K0.06%13F-HRTimeline
North Star Investment Management Corp.494$69.7K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd483$68.1K0.02%013F-HRTimelineGroup
Bangor Savings Bank466$65.7K0.01%013F-HRTimeline
Operose Advisors LLC465$65.6K0.02%013F-HRTimeline
Bravera Wealth458$64.6K0.03%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…457$64.5K0.03%+20813F-HRTimelineGroup
City State Bank434$61.2K0.02%+19413F-HRTimeline
Medallion Wealth Advisors, LLC416$58.7K0.02%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT399$56.3K<0.01%013F-HRTimeline
Litman Gregory Wealth Management LLC392$55.3K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.379$53.5K0.02%+30213F-HRTimeline
Hilton Head Capital Partners, LLC370$52.2K0.03%13F-HRTimeline
HOWE & RUSLING INC361$50.9K<0.01%new13F-HRTimeline
Fairman Group, LLC343$48.4K0.04%+113F-HRTimeline
Motiv8 Investments LLC337$48K0.03%new13F-HRTimeline
JNBA Financial Advisors339$47.8K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.324$45.7K0.01%13F-HRTimeline
Aventura Private Wealth, LLC324$45.7K0.02%013F-HRTimeline
HM PAYSON & CO300$42.3K<0.01%013F-HRTimeline
Copia Wealth Management300$42.3K0.03%013F-HRTimeline
Kimelman & Baird, LLC284$40.1K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.280$39.5K<0.01%new13F-HRTimeline
Horizons Wealth Management279$39.4K0.03%013F-HRTimeline
Windsor Advisory Group, LLC270$38.1K0.03%013F-HRTimeline
Glen Eagle Advisors, LLC264$37.2K0.01%013F-HRTimeline
Investors Research Corp259$36.5K0.01%013F-HRTimeline
Register Financial Advisors LLC254$35.8K0.01%013F-HRTimeline
Nova Wealth Management, Inc.252$35.5K0.02%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/251$35.4K<0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA251$35.4K0.08%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC250$35.3K<0.01%-2,84013F-HRTimeline
Laurel Wealth Advisors LLC248$35K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC247$34.8K0.01%013F-HRTimeline
Global Trust Asset Management, LLC245$34.5K0.01%-38613F-HRTimeline
Gen-Wealth Partners Inc244$34.5K0.01%+313F-HRTimeline
Bogart Wealth, LLC239$33.7K<0.01%013F-HRTimeline
Signature Equity Partners, LLC229$32.3K0.02%13F-HRTimeline
Trifecta Capital Advisors, LLC220$31K<0.01%013F-HRTimeline
American Capital Advisory, LLC220$31K0.01%013F-HRTimeline
Bank of New Hampshire214$30.2K0.01%013F-HRTimeline
Triumph Capital Management211$29.8K0.01%new13F-HRTimeline
Center for Financial Planning, Inc.211$29.8K<0.01%-3713F-HRTimeline
Rossmore Private Capital210$29.6K<0.01%013F-HRTimeline
Crews Bank & Trust208$29.3K<0.01%-4513F-HRTimeline
FINANCIAL CONSULATE, INC207$29.2K<0.01%013F-HRTimeline
Westside Investment Management, Inc.200$28.5K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC200$28.2K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC200$28.2K0.01%013F-HRTimeline
Mechanics Financial Corp197$27.8K0.01%013F-HRTimeline
Peachtree Investment Partners, LLC194$27.3K0.01%+113F-HRTimeline
Avion Wealth192$27K0.01%013F-HRTimeline
Covenant Partners, LLC191$26.9K0.01%-154,56713F-HRTimeline
TOWER TRUST & INVESTMENT Co190$26.8K0.02%013F-HRTimeline
BOK Financial Private Wealth, Inc.181$25.5K<0.01%013F-HRTimeline
Clean Yield Group178$25.1K0.01%013F-HRTimeline
Roxbury Financial LLC177$25K0.02%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …170$24K<0.01%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT162$22.9K<0.01%013F-HRTimeline
SHP Wealth Management160$22.6K<0.01%13F-HRTimeline
Monetary Solutions, Ltd150$21.2K0.02%13F-HRTimeline
Hara Capital LLC148$20.9K0.01%013F-HRTimeline
Hilltop National Bank147$20.7K0.01%013F-HRTimeline
Pacifica Partners Inc.142$20.3K0.01%+11713F-HRTimeline
Winthrop Capital Management, LLC139$20K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC128$19K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC134$18.9K<0.01%013F-HRTimeline
Field & Main Bank134$18.9K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC129$18.2K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…121$17.1K<0.01%013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC119$16.8K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC113$15.9K<0.01%013F-HRTimeline
CVA Family Office, LLC112$15.8K<0.01%+113F-HRTimeline
Clearstead Trust, LLC111$15.7K<0.01%013F-HRTimeline
Front Row Advisors LLC109$15.4K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC107$15.1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC105$14.9K<0.01%new13F-HRTimeline
Abound Wealth Management102$14.5K<0.01%-3013F-HRTimeline
MassMutual Private Wealth & Trust, FSB100$14.1K<0.01%-2513F-HRTimeline
Capital Advisors, Ltd. LLC100$14K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC97$13.7K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST94$13.3K<0.01%013F-HRTimeline
SFAM, LLC89$12.6K0.01%13F-HRTimeline
MilWealth Group LLC88$12.4K<0.01%013F-HRTimeline
Bullock Wealth Management Group87$12.3K0.01%013F-HRTimeline
MOTCO87$12.3K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC83$11.6K<0.01%-4513F-HRTimeline
Indiana Trust & Investment Management Co80$11.3K<0.01%-27013F-HRTimeline
Signature Resources Capital Management,…79$11.1K0.01%+213F-HRTimeline
HHM Wealth Advisors, LLC78$11K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…77$10.9K0.01%-1713F-HRTimeline
Pingora Partners LLC75$10.6K0.01%013F-HRTimeline
CNB Bank74$10.4K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.69$10K<0.01%+3613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CALDWELL SUTTER CAPITAL, INC.65$9.17K<0.01%013F-HRTimeline
one8zero8, LLC65$9.17K<0.01%013F-HRTimeline
Tower View Wealth Management LLC61$8.59K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC60$8.49K0.01%13F-HRTimeline
Founders Financial Alliance, LLC60$8.46K<0.01%-51513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC58$8.18K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.57$8.04K<0.01%new13F-HRTimeline
DB Fitzpatrick & Co, Inc55$7.76K0.01%013F-HRTimeline
Breakwater Investment Management55$7.76K<0.01%013F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…54$7.61K<0.01%-113F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp51$7.58K0.01%013F-HR/ATimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC53$7.48K<0.01%013F-HRTimelineGroup
Provenance Wealth Advisors, LLC49$6.87K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.45$6.33K<0.01%013F-HRTimeline
Larson Financial Group LLC43$6.02K<0.01%-2013F-HRTimeline
CHELSEA COUNSEL CO42$5.92K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA41$5.78K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC40$5.77K<0.01%013F-HRTimeline
Planning Project LLC41$5.72K<0.01%13F-HRTimeline
ATWOOD & PALMER INC40$5.64K<0.01%013F-HRTimeline
Compass Financial Services Inc39$5.51K<0.01%013F-HRTimeline
10Elms LLP37$5.22K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…34$4.79K<0.01%013F-HRTimeline
Nemes Rush Group LLC30$4.23K<0.01%013F-HRTimeline
GGM Financial LLC30$4.23K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC28$3.95K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.28$3.9K<0.01%013F-HRTimeline
New Millennium Group LLC27$3.81K<0.01%013F-HRTimeline
Robinswood Financial LLC25$3.58K<0.01%013F-HRTimeline
Dunhill Financial, LLC22$3.14K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC20$3.04K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.21$2.96K<0.01%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC20$2.82K<0.01%013F-HRTimeline
PFS Partners, LLC19$2.68K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC18$2.54K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC17$2.4K<0.01%013F-HRTimeline
Caldwell Trust Co17$2.4K<0.01%013F-HRTimeline
YANKCOM Partnership16$2.26K<0.01%new13F-HRTimeline
IFC & Insurance Marketing, Inc.13$2K<0.01%13F-HRTimeline
Quaker Wealth Management, LLC12$1.69K<0.01%new13F-HRTimeline
Daytona Street Capital LLC12$1.69K<0.01%13F-HRTimeline
Cornerstone Financial Management LLC11$1.55K<0.01%13F-HR/ATimeline
Kilter Group LLC7$988<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC6$896<0.01%13F-HRTimeline
Bell Investment Advisors, Inc6$847<0.01%013F-HRTimeline
Stephens Consulting, LLC5$706<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC5$705<0.01%new13F-HRTimeline
Activest Wealth Management5$705<0.01%-9513F-HRTimeline
FIRST CITIZENS INVESTOR SERVICES, INC.0$0-140,79913F-HR/ATimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.