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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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,320,249$1.21B1.15%+583,89213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,929,895$1.03B0.07%-32,58513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,656,982$602M+41,250Timeline
US BANCORP \DE\in group US BANCORP \DE\4,251,283$550M0.72%+72,14913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,197,949$543M0.05%+520,43613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,069,223$526M0.13%+241,87013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,629,178$469M1.42%-159,59313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,368,056$436M0.09%+131,70013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO2,570,252$332M6.1%+10,64213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,290,432$296M1.83%-56,21513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,148,301$278M0.41%+77,81113F-HRTimeline
FMR LLCin group FMR LLC2,016,124$261M0.02%-5,84713F-HRTimelineGroup
Betterment LLC1,795,205$232M0.55%-60,10613F-HRTimeline
UBS Group AGin group UBS Group AG1,695,569$219M0.05%+5,02313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,445,711$187M0.13%-19,07213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,198,106$155M0.04%-14,81813F-HRTimelineGroup
Zions Bancorporation, N.A.1,177,815$152M9.61%+79,18113F-HRTimeline
LPL Financial LLC1,102,590$143M0.06%+114,66213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC1,067,000$138M0.14%+30,30013F-HRTimeline
Cassaday & Co Wealth Management LLC966,560$125M3.41%+14,93813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…823,567$107M1.49%+5,89713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC755,279$97.7M0.04%13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO727,460$94.1M0.01%+16,09513F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…668,615$86.5M7.2%-1,57313F-HRTimelineGroup
Heritage Wealth Advisors514,623$66.6M3.3%+16,57013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC498,392$64.5M1.84%+288,24613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.471,494$61M0.58%-12,65713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP434,683$56.2M0.09%+1,88513F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP378,394$48.9M3.64%+26,01813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…352,942$45.6M0.04%+34,86313F-HRTimelineGroup
AMG National Trust Bank349,331$45.1M1.24%-6,80713F-HRTimeline
One Capital Management, LLC321,755$41.6M1.38%-16,45813F-HRTimeline
AE Wealth Management LLC303,779$39.3M0.33%+6,88713F-HRTimeline
SVB WEALTH LLC298,260$38.6M0.72%+237,53813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC295,952$38.3M0.24%+258,68513F-HRTimelineGroup
Cetera Investment Advisers293,256$37.9M0.08%+3,70313F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC288,905$37.4M0.59%+178,93813F-HRTimeline
Chicago Partners Investment Group LLC268,107$34.8M1.16%-32,01713F-HRTimeline
Mariner, LLCin group Mariner, LLC267,173$34.6M0.06%-5,60213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding256,845$33.2M+6,527Timeline
GLOBALT Investments LLC / GA255,896$33.1M1.27%-8,35113F-HRTimeline
Cedar Mountain Advisors, LLC252,667$32.7M7.18%+3,32013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding235,365$30.4M-2,999Timeline
Wescott Financial Advisory Group, LLC230,162$29.8M3.08%-5,78713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding210,870$27.3M+193,394Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers209,320$27.1M0.05%+69,94113F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…202,911$26.2M0.1%-31113F-HRTimelineGroup
LPWM LLC202,699$26.2M8.42%-1,60913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.193,076$25M0.06%-4,88413F-HR/ATimelineGroup
M&T Bank Corpin group M&T Bank Corp182,813$23.6M0.08%-7,47113F-HRTimelineGroup
Covenant Partners, LLC179,261$23.2M7.15%+4,04513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC164,955$21.3M0.3%+3,69313F-HRTimeline
HighTower Advisors, LLC163,698$21.2M0.03%+5,58513F-HRTimeline
RTD Financial Advisors, Inc.163,216$21.1M2.71%+11,34413F-HRTimeline
Rodgers & Associates, LTD161,250$20.9M2.49%+4,85713F-HRTimeline
Badgley Phelps Wealth Managers, LLC159,838$20.7M0.48%+1,67313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…157,105$20.3M0.05%+3,61013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC154,026$19.9M<0.01%+45,54213F-HRTimelineGroup
Asset Management Group, Inc.151,668$19.6M3.49%-50013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS143,487$18.6M0.05%+20,12113F-HRTimeline
Bishop & Co Investment Management, LLC140,108$18.1M6.91%-8913F-HRTimeline
Legacy Edge Advisors, LLC138,058$17.8M2.83%-3,90913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.135,852$17.6M0.03%-2,38613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP134,658$17.4M<0.01%+8,16113F-HRTimelineGroup
EARNEST PARTNERS LLC130,406$16.9M0.08%+36,29613F-HRTimeline
First Citizens Asset Management, Inc.130,063$16.8M6.16%+92213F-HR/ATimeline
NUANCE INVESTMENTS, LLC128,916$16.7M0.67%+111,10513F-HRTimeline
LBJ Family Wealth Advisors, Ltd.126,065$16.3M9.72%-91013F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP124,759$16.1M0.02%-4,34913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.117,363$15.2M0.03%+3,21513F-HRTimelineGroup
FSA Wealth Management LLC115,077$14.9M6.04%-48413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP114,998$14.9M0.02%-182,73513F-HRTimelineGroup
Steward Partners Investment Advisory, L…114,359$14.8M0.13%+2,51313F-HRTimeline
Creative Planningin group Creative Planning112,143$14.5M0.01%+18,24113F-HRTimelineGroup
Waverly Advisors, LLC110,631$14.3M0.22%+5,09813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC105,860$13.7M0.01%+4,77313F-HRTimelineGroup
HUB Investment Partners, LLC104,548$13.5M0.57%-6,05713F-HRTimeline
Sterling Capital Management LLC104,136$13.5M0.18%-14,32613F-HRTimeline
COMERICA BANK103,515$13.4M0.05%-2,77613F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…101,558$13.1M0.03%-1,32313F-HR/ATimeline
BOKF, NAin group BOKF, NA98,870$12.6M0.21%-61613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/96,293$12.5M0.01%-97513F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC94,931$12.3M0.12%-1,12113F-HRTimeline
Prosperity Consulting Group, LLC93,004$12M0.91%+36213F-HRTimeline
Occidental Asset Management, LLC91,916$11.9M1.86%+3,88913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC89,903$11.6M0.38%+24,30013F-HRTimeline
UMB Bank, n.a.89,632$11.6M0.18%-7,99413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BARTLETT & CO. WEALTH MANAGEMENT LLC87,374$11.3M0.16%-4,85213F-HRTimeline
Clearstead Advisors, LLC86,746$11.2M0.17%-10,30813F-HRTimeline
First Horizon Advisors, Inc.82,014$10.6M0.3%+2,34413F-HRTimeline
Accredited Investors Inc.80,163$10.4M0.61%-1,74913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.79,252$10.3M0.06%-1,20313F-HRTimeline
MAI Capital Management78,544$10.2M0.08%+7,54513F-HRTimeline
JMG Financial Group, Ltd.78,533$10.2M0.35%-1,50913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC78,250$10.1M0.08%-10,20113F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC72,882$9.43M1.39%+36013F-HRTimeline
MML INVESTORS SERVICES, LLC70,568$9.13M0.03%+9,15413F-HRTimeline
WestHill Financial Advisors, Inc.69,803$9.03M2.02%+1,60513F-HRTimeline
SYNOVUS FINANCIAL CORP69,780$9.03M0.11%-9313F-HRTimeline
CWM, LLCin group CWM, LLC65,796$8.51M0.04%-1,55913F-HRTimelineGroup
Mill Creek Capital Advisors, LLC61,741$7.99M0.19%-27413F-HRTimeline
CONNING INC.in group CONNING INC.60,882$7.87M0.28%013F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC60,010$7.78M1.09%-45313F-HRTimeline
Sanctuary Advisors, LLC56,732$7.64M0.05%-1,34213F-HRTimeline
Pinnacle Financial Partners Inc58,855$7.61M0.15%+1,71913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding56,828$7.35M+33,877Timeline
MERCER GLOBAL ADVISORS INC /ADV56,291$7.28M0.02%+3,64913F-HRTimeline
Inlight Wealth Management, LLC55,548$7.18M4.74%13F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.54,711$7.08M0.03%+42,82213F-HRTimeline
Orion Porfolio Solutions, LLC54,688$7.07M0.07%+42,47213F-HRTimeline
Orion Portfolio Solutions, LLC54,688$7.07M0.07%+42,47213F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding54,268$7.02M-12,574Timeline
Avantax Planning Partners, Inc.54,148$7M0.25%+2,81513F-HRTimeline
NewEdge Advisors, LLC54,074$6.99M0.04%+1,46913F-HRTimeline
Private Advisor Group, LLC53,567$6.93M0.04%-73213F-HRTimeline
McAdam, LLC53,205$6.88M0.38%+1,61813F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC53,120$6.87M0.15%+33,99013F-HRTimeline
Corundum Group, Inc.49,829$6.44M2.41%-1,21013F-HRTimeline
Processus Wealth & Capital Management, …49,652$6.42M5.12%+1,18513F-HRTimeline
Powell Investment Advisors, LLC49,527$6.41M2.97%+53313F-HRTimeline
Modera Wealth Management, LLC49,104$6.35M0.08%+16,22113F-HRTimeline
James J. Burns & Company, LLC48,588$6.28M1.09%-24113F-HRTimeline
Sowell Financial Services LLC47,744$6.18M0.32%+2,99013F-HRTimeline
Bleakley Financial Group, LLC46,807$6.05M0.18%-15213F-HRTimeline
Councilor Wealth, LLC45,685$5.91M2.81%-4013F-HRTimeline
Kingdom Financial Group LLC.45,325$5.86M4.01%-1,79713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC44,391$5.74M2.13%+1,52913F-HRTimeline
VANCE WEALTH, LLC44,314$5.73M2.21%-86313F-HRTimeline
&PARTNERS43,811$5.68M0.07%+31,93713F-HRTimeline
Mullaney, Keating & Wright, Inc.43,861$5.67M3.83%-5,82413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC43,807$5.67M0.43%+2313F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC43,748$5.66M0.47%+1,71613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…43,737$5.66M0.18%013F-HRTimelineGroup
Janney Montgomery Scott LLC42,476$5.49M0.02%+5,04513F-HRTimeline
Cambridge Investment Research Advisors,…42,307$5.47M0.02%+5,26413F-HRTimeline
NewEdge Wealth, LLC42,177$5.46M0.09%+62413F-HRTimeline
XML Financial, LLC41,837$5.41M0.5%-2913F-HRTimeline
Aldebaran Capital, LLC40,417$5.23M4.97%-84313F-HRTimeline
EP Wealth Advisors, LLC39,623$5.12M0.04%+1,21813F-HRTimeline
MATHER GROUP, LLC.37,446$4.84M0.06%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC36,373$4.7M0.05%+7,10513F-HRTimelineGroup
Community Bank, N.A.35,748$4.62M0.59%-1,55513F-HRTimeline
INVESTMENT PARTNERS, LTD.35,480$4.59M1.89%+1,47313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC34,464$4.48M0.02%+66113F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC34,151$4.45M1.07%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.32,353$4.18M<0.01%+13,65013F-HRTimelineGroup
LWM ADVISORS INC31,957$4.13M4.15%13F-HRTimeline
Falcon Wealth Planning31,530$4.08M0.45%+55213F-HRTimeline
Atria Wealth Solutions, Inc.31,464$4.07M0.04%+2,09513F-HRTimeline
Auour Investments LLC30,406$4.07M1.42%+19613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP31,245$4.04M0.06%-45913F-HRTimeline
Focus Financial Network, Inc.30,775$3.98M0.16%-49313F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/30,708$3.97M<0.01%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC29,991$3.88M0.05%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP29,026$3.75M0.03%-1,98613F-HRTimelineGroup
ARK & TLK INVESTMENTS, LLC28,477$3.68M1.28%013F-HRTimeline
Atria Investments, Inc28,201$3.65M0.05%+5,31513F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.28,033$3.63M1.06%+2,34713F-HRTimeline
Hapanowicz & Associates Financial Servi…27,979$3.62M1.82%-74,62913F-HRTimeline
RWA WEALTH PARTNERS, LLC27,930$3.61M0.04%013F-HRTimeline
Northeast Financial Consultants Inc27,828$3.6M0.15%+4013F-HRTimeline
Connecticut Wealth Management, LLC27,609$3.57M0.18%-11013F-HRTimeline
CITY HOLDING CO26,616$3.44M0.49%+88513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC25,573$3.39M0.34%+87213F-HRTimeline
CONDOR CAPITAL MANAGEMENT26,127$3.38M0.3%+14913F-HRTimeline
FORTE CAPITAL LLC /ADV26,003$3.36M0.38%-2,38713F-HRTimeline
SAGE FINANCIAL GROUP INC25,563$3.31M0.27%-36013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…24,322$3.27M0.18%+1,04613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd24,962$3.23M0.06%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL24,924$3.22M0.01%+1,10513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp24,839$3.21M<0.01%-2,81113F-HRTimelineGroup
CoreCap Advisors, LLC24,835$3.21M0.15%+24,78413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …24,602$3.18M0.01%+11,78413F-HRTimelineGroup
REINHART PARTNERS, LLC.245,513$3.17M0.12%new13F-HRTimeline
FIRST MERCHANTS CORP24,334$3.15M0.12%-1813F-HRTimeline
HBK Sorce Advisory LLC24,299$3.14M0.09%-70913F-HRTimeline
MSH Capital Advisors LLC23,930$3.1M0.97%+15013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC23,629$3.08M0.01%-26713F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC23,644$3.06M0.29%-27013F-HRTimeline
Widmann Financial Services, Inc.22,738$2.94M2.28%+7,76113F-HRTimeline
AMARILLO NATIONAL BANK22,592$2.92M0.54%-19013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…22,531$2.91M0.07%-11,44513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC22,446$2.9M<0.01%-1,45913F-HRTimelineGroup
NorthCoast Asset Management LLC22,317$2.89M0.01%+1,49213F-HR/ATimeline
Millstone Evans Group, LLC22,236$2.88M1.96%13F-HRTimeline
FAS Wealth Partners, Inc.21,901$2.83M0.24%-2313F-HRTimeline
B.O.S.S. Retirement Advisors, LLC21,763$2.81M0.79%+19,69713F-HRTimeline
STOCK YARDS BANK & TRUST CO21,438$2.77M0.1%+1,62213F-HRTimeline
Merit Financial Group, LLC21,163$2.74M0.05%+18,80113F-HRTimeline
Noble Family Wealth, LLC21,069$2.72M0.75%013F-HRTimeline
First Pacific Financial20,785$2.69M0.63%-29813F-HRTimeline
Atlas Brown,Inc.20,699$2.68M0.92%+9913F-HRTimeline
BRIGHTON JONES LLC20,670$2.67M0.08%+20113F-HR/ATimeline
LifeWealth Investments, LLC20,390$2.64M1.75%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC19,894$2.57M<0.01%-27013F-HRTimelineGroup
Whitegate Investment Counselors, Inc.19,817$2.56M0.88%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA19,680$2.55M0.01%-20,95813F-HRTimelineGroup
Global Retirement Partners, LLC19,632$2.54M0.07%-2,07813F-HRTimeline
Geneos Wealth Management Inc.19,592$2.53M0.09%+12113F-HRTimeline
Eukles Asset Management19,548$2.53M1.08%-89313F-HRTimeline