Skip to content
Disclosery

IWS ISHARES TR

Follow

ETF (fund)

978 managers (996 13F filers) reported a position in IWS shares at 2026-03-31, 76,734,068 shares in all. 65 filers opened a position and 50 filers sold out during the quarter.

Managers
978
13F filers
996
New
65
Added
267
Reduced
369
Sold out
50
Shares held by filers
76,734,068

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Holos Integrated Wealth LLC767$114K0.06%013F-HRTimeline
CoreCap Advisors, LLC778$113K<0.01%-34,41613F-HRTimeline
Addison Advisors LLC743$108K0.02%013F-HRTimeline
Basepoint Wealth LLC738$108K0.06%+213F-HRTimeline
New Republic Capital, LLC737$107K0.04%+3713F-HRTimeline
CX Institutional737$107K<0.01%-14213F-HRTimeline
Trust Co717$104K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.692$101K0.08%+313F-HRTimeline
Parvin Asset Management, LLC691$101K0.07%013F-HRTimeline
Legacies Wealth LLC683$99.5K0.06%-23513F-HRTimeline
CARDIFF PARK ADVISORS, LLC679$99K0.01%+213F-HRTimeline
STEPH & CO679$99K0.03%013F-HRTimeline
Capital Investment Advisory Services, L…659$96K0.01%013F-HRTimeline
GoalVest Advisory LLC652$95K0.02%-613F-HRTimeline
McIlrath & Eck, LLC614$89.5K0.01%+10013F-HRTimeline
Smithfield Trust Co614$89K<0.01%-6013F-HRTimeline
Avalon Trust Co600$87.4K0.01%013F-HRTimeline
Provident Wealth Management, LLC596$86.9K0.03%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…591$86.1K0.04%+13413F-HRTimelineGroup
Founders Financial Alliance, LLC578$84.2K0.02%+51813F-HRTimeline
Asset Dedication, LLC573$83.5K0.01%013F-HRTimeline
Golden State Wealth Management, LLC572$83.4K0.01%+113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC559$81.5K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department557$81.2K0.02%013F-HRTimelineGroup
United Community Bankin group United Community Bank541$78.8K0.03%013F-HRTimelineGroup
Strive Financial Group ,LLC535$78K0.04%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.525$76.5K0.02%013F-HRTimeline
Sound Income Strategies, LLC521$76.4K<0.01%+1613F-HRTimeline
Riverview Trust Co520$75.8K0.09%013F-HRTimeline
Financial Connections Group, Inc.517$75K0.03%013F-HRTimeline
Olistico Wealth, LLC504$73.5K0.04%013F-HRTimeline
Archer Investment Corp502$73.2K0.02%013F-HRTimeline
Bogart Wealth, LLC498$72.6K<0.01%+25913F-HRTimeline
Bravera Wealth497$72.4K0.03%+3913F-HRTimeline
Strategic Wealth Advisors LLC500$72K0.06%013F-HRTimeline
North Star Investment Management Corp.494$72K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC485$70.7K<0.01%+35113F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd483$70.4K0.02%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC475$69.2K0.02%-4113F-HRTimeline
Bangor Savings Bank466$67.9K0.01%013F-HRTimeline
CoreFirst Bank & Trust465$67.8K0.04%-40013F-HRTimeline
Operose Advisors LLC465$67.8K0.02%013F-HRTimeline
Cornerstone Planning Group LLC419$66K0.01%-6113F-HRTimeline
City State Bank444$64.7K0.02%+1013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC424$61.8K<0.01%-7613F-HRTimeline
Medallion Wealth Advisors, LLC416$60.6K0.02%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC406$59.2K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.379$55.2K0.02%013F-HRTimeline
Hilton Head Capital Partners, LLC370$53.9K0.03%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC368$53.6K0.01%-54513F-HRTimeline
HOWE & RUSLING INC361$52.6K<0.01%013F-HRTimeline
Rossby Financial, LCC350$51.3K0.01%-27713F-HRTimeline
Fairman Group, LLC344$50.2K0.04%+113F-HRTimeline
JNBA Financial Advisors339$49.4K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC324$47.2K0.02%013F-HRTimeline
Biltmore Family Office, LLC310$45.2K0.01%-36313F-HRTimeline
Copia Wealth Management308$44.9K0.03%+813F-HRTimeline
Wealth Enhancement Trust Services, Inc.303$44.2K0.01%-2113F-HRTimeline
HM PAYSON & CO300$43.7K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC300$43.7K0.01%new13F-HRTimeline
Kimelman & Baird, LLC284$41.4K<0.01%013F-HRTimeline
Horizons Wealth Management279$40.7K0.03%013F-HRTimeline
Windsor Advisory Group, LLC270$39.4K0.03%013F-HRTimeline
Glen Eagle Advisors, LLC264$38.5K0.01%013F-HRTimeline
Register Financial Advisors LLC254$37K0.01%013F-HRTimeline
Nova Wealth Management, Inc.252$36.7K0.02%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/251$36.6K<0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA251$36.6K0.08%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC250$36.4K<0.01%013F-HRTimeline
Hughes Financial Services, LLC247$36K0.01%013F-HRTimeline
Signature Equity Partners, LLC247$36K0.02%+1813F-HRTimeline
Gen-Wealth Partners Inc246$35.8K0.01%+213F-HRTimeline
Forum Finance Group S.A.285$34K0.02%13F-HRTimeline
Trifecta Capital Advisors, LLC220$32.1K<0.01%013F-HRTimeline
American Capital Advisory, LLC220$32.1K0.01%013F-HRTimeline
Global Trust Asset Management, LLC220$32K0.01%-2513F-HRTimeline
Bank of New Hampshire213$31K0.01%-113F-HRTimeline
Triumph Capital Management211$30.8K0.01%013F-HRTimeline
Rossmore Private Capital210$30.6K<0.01%013F-HRTimeline
Crews Bank & Trust208$30.3K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC207$30.2K<0.01%013F-HRTimeline
Westside Investment Management, Inc.200$29.5K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC200$29.2K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC200$29.1K0.01%013F-HRTimeline
Mechanics Financial Corp197$28.7K0.01%013F-HRTimeline
Peachtree Investment Partners, LLC194$28.3K0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co190$27.7K0.02%013F-HRTimeline
SHP Wealth Management182$26.5K<0.01%+2213F-HRTimeline
BOK Financial Private Wealth, Inc.181$26.4K<0.01%013F-HRTimeline
Roxbury Financial LLC177$25.8K0.02%013F-HRTimeline
Signature Resources Capital Management,…171$24.9K0.01%+9213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …170$24.8K<0.01%013F-HRTimelineGroup
Avion Wealth167$24K<0.01%-2513F-HRTimeline
ALBION FINANCIAL GROUP /UT162$23.6K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.158$23K<0.01%-35413F-HRTimeline
Monetary Solutions, Ltd150$21.9K0.02%013F-HRTimeline
Hara Capital LLC148$21.6K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC144$21K<0.01%new13F-HR/ATimeline
Legend Capital Advisors LLC144$21K0.01%new13F-HRTimeline
Winthrop Capital Management, LLC139$20K0.01%013F-HRTimeline
Field & Main Bank134$19.5K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC128$19K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC129$18.8K0.01%013F-HRTimeline
MRP Capital Investments, LLC122$17.8K0.02%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC119$17.3K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.118$17.2K0.01%-43613F-HRTimeline
Center for Financial Planning, Inc.116$16.9K<0.01%-9513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC113$16.5K<0.01%013F-HRTimeline
CVA Family Office, LLC112$16.3K<0.01%013F-HRTimeline
Clearstead Trust, LLC111$16.2K<0.01%013F-HRTimeline
Front Row Advisors LLC109$15.9K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC107$15.6K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC100$15K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC105$14.9K<0.01%013F-HRTimeline
Abound Wealth Management102$14.9K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB100$14.6K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC97$14.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.96$14K<0.01%+2713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERICAN NATIONAL BANK & TRUST94$13.7K<0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC92$13.4K<0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.92$13.4K<0.01%new13F-HRTimeline
SFAM, LLC89$13K0.01%013F-HRTimeline
Bullock Wealth Management Group87$12.8K0.01%013F-HRTimeline
MilWealth Group LLC88$12.8K<0.01%013F-HRTimeline
MOTCO87$12.7K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.81$11.8K<0.01%+5313F-HRTimeline
Indiana Trust & Investment Management Co80$11.7K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC78$11.4K<0.01%013F-HRTimeline
Pingora Partners LLC75$10.9K0.01%013F-HRTimeline
CNB Bank74$10.8K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.65$9.47K<0.01%013F-HRTimeline
one8zero8, LLC65$9.47K<0.01%013F-HRTimeline
Tower View Wealth Management LLC61$8.9K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC60$8.86K0.01%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC60$8.74K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC57$8.31K<0.01%-113F-HRTimeline
Strategic Wealth Partners, Ltd.57$8.31K<0.01%013F-HRTimeline
True Link Financial Advisors, LLC55$8.02K<0.01%new13F-HR/ATimeline
DB Fitzpatrick & Co, Inc55$8.02K0.01%013F-HRTimeline
Breakwater Investment Management55$8.02K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp51$7.88K0.01%013F-HR/ATimeline
Provenance Wealth Advisors, LLC49$7.09K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC48$7K<0.01%-4,39413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.45$6.54K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO42$6.12K<0.01%013F-HR/ATimeline
Larson Financial Group LLC42$6.09K<0.01%-113F-HRTimeline
FIRST COMMUNITY TRUST NA41$5.97K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC40$5.9K<0.01%013F-HRTimeline
GGM Financial LLC39$5.68K<0.01%+913F-HRTimeline
10Elms LLP37$5.39K<0.01%013F-HRTimeline
Daytona Street Capital LLC34$5.01K<0.01%+2213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…34$4.96K<0.01%013F-HRTimeline
Nemes Rush Group LLC30$4.37K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC28$4.08K<0.01%013F-HRTimeline
Robinswood Financial LLC25$3.7K<0.01%013F-HR/ATimeline
Dunhill Financial, LLC22$3.24K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC22$3.22K<0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…21$3.06K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.21$3.06K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC20$2.92K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC20$2.82K<0.01%013F-HRTimeline
PFS Partners, LLC19$2.77K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.18$2.62K<0.01%-26213F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC18$2.62K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC17$2.49K<0.01%013F-HRTimeline
Caldwell Trust Co17$2.48K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC16$2.33K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC12$1.75K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC11$1.6K<0.01%013F-HR/ATimeline
Kilter Group LLC7$1.02K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC6$925<0.01%013F-HRTimeline
Bell Investment Advisors, Inc6$875<0.01%013F-HRTimeline
Horizon Investments, LLC6$874<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC5$729<0.01%013F-HRTimeline
Activest Wealth Management5$729<0.01%013F-HRTimeline
Main Street Group, LTD5$729<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.4$583<0.01%new13F-HRTimeline
YANKCOM Partnership1$146<0.01%-1513F-HRTimeline