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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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,056,638$1.26B1.13%+736,38913F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,997,577$1.01B0.07%+67,68213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,647,208$585M-9,774Timeline
US BANCORP \DE\in group US BANCORP \DE\4,355,252$549M0.73%+103,96913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,789,786$477M0.12%-279,43713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,743,377$472M0.04%-454,57213F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,381,633$426M1.33%-247,54513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,331,471$420M0.09%-36,58513F-HR/ATimelineGroup
FIRST CITIZENS BANK & TRUST CO2,621,658$330M8.39%+51,40613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,257,427$284M0.4%+109,12613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,215,305$279M1.78%-75,12713F-HRTimelineGroup
FMR LLCin group FMR LLC1,988,150$250M0.02%-27,97413F-HRTimelineGroup
Betterment LLC1,710,860$216M0.51%-84,34513F-HRTimeline
UBS Group AGin group UBS Group AG1,676,983$211M0.05%-18,58613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,422,498$179M0.09%-23,21313F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,204,677$152M9.58%13F-HRTimeline
LPL Financial LLC1,161,640$146M0.06%+59,05013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,091,185$137M0.04%-106,92113F-HRTimelineGroup
Cassaday & Co Wealth Management LLC972,214$122M3.44%+5,65413F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC931,100$117M0.12%-135,90013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…816,571$103M1.51%-6,99613F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…711,118$89.6M7.23%+42,50313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC693,998$87.4M0.03%-61,28113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO692,365$87.2M0.01%-35,09513F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC619,916$78.1M0.05%new13F-HRTimelineGroup
Heritage Wealth Advisors513,175$64.6M3.27%-1,44813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.470,228$59.2M0.56%-1,26613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP429,707$54.1M0.09%-4,97613F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP423,388$53.3M3.99%+44,99413F-HRTimeline
Pacific Life Fund Advisors LLC399,226$50.3M5.64%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…353,733$44.6M0.04%+79113F-HRTimelineGroup
AMG National Trust Bank342,268$43.1M1.21%-7,06313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC335,803$42.3M0.25%+39,85113F-HRTimelineGroup
Cetera Investment Advisers326,445$41.1M0.08%+33,18913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers307,338$38.7M0.07%+98,01813F-HRTimelineGroup
One Capital Management, LLC303,559$38.2M1.29%-18,19613F-HRTimeline
AE Wealth Management LLC292,979$36.9M0.31%-10,80013F-HRTimeline
Mariner, LLCin group Mariner, LLC280,382$35.3M0.06%+13,20913F-HRTimelineGroup
Chicago Partners Investment Group LLC269,033$33.5M1.11%+92613F-HRTimeline
Cedar Mountain Advisors, LLC254,871$32.1M7.19%+2,20413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding254,827$32.1M-2,018Timeline
GLOBALT Investments LLC / GA249,589$31.4M1.28%-6,30713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding240,601$30.3M+5,236Timeline
HighTower Advisors, LLC222,485$28M0.04%+58,78713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP221,746$27.9M0.05%+106,74813F-HRTimelineGroup
Wescott Financial Advisory Group, LLC216,782$27.3M2.83%-13,38013F-HRTimeline
LPWM LLC211,974$26.7M8.6%+9,27513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding206,582$26M-4,288Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…202,402$25.5M0.1%-50913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP177,484$22.4M<0.01%+42,82613F-HRTimelineGroup
Covenant Partners, LLC176,163$22.2M7.18%-3,09813F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…175,806$22.1M<0.01%new13F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp175,720$22.1M0.08%-7,09313F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC172,019$21.7M0.37%-116,88613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC169,866$21.4M0.29%+4,91113F-HRTimeline
RTD Financial Advisors, Inc.169,337$21.3M2.87%+6,12113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.167,571$21.1M0.05%-25,50513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…167,464$21.1M0.05%+10,35913F-HRTimelineGroup
Rodgers & Associates, LTD167,407$21.1M2.57%+6,15713F-HRTimeline
Badgley Phelps Wealth Managers, LLC163,875$20.6M0.5%+4,03713F-HRTimeline
Asset Management Group, Inc.151,190$19M3.52%-47813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS148,078$18.7M0.05%+4,59113F-HRTimeline
Legacy Edge Advisors, LLC140,919$17.8M2.77%+2,86113F-HRTimeline
Bishop & Co Investment Management, LLC140,040$17.6M6.82%-6813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC133,075$16.8M<0.01%-20,95113F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP131,677$16.6M0.02%+6,91813F-HRTimelineGroup
First Citizens Asset Management, Inc.131,006$16.5M6.42%+94313F-HR/ATimeline
ANCHOR CAPITAL ADVISORS LLC129,967$16.4M0.49%-368,42513F-HRTimeline
Bellwether Advisors, LLC127,894$16.1M3.37%new13F-HRTimeline
LBJ Family Wealth Advisors, Ltd.125,960$15.9M10.13%-10513F-HRTimeline
Steward Partners Investment Advisory, L…119,408$15M0.13%+5,04913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.134,123$14.8M0.03%-1,72913F-HRTimelineGroup
FSA Wealth Management LLC114,284$14.4M6.11%-79313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC113,747$14.3M0.01%+7,88713F-HRTimelineGroup
Creative Planningin group Creative Planning110,403$13.9M0.01%-1,74013F-HRTimelineGroup
Waverly Advisors, LLC109,504$13.8M0.17%-1,12713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.105,877$13.3M0.03%-11,48613F-HRTimelineGroup
COMERICA BANK105,447$13.3M0.06%+1,93213F-HRTimeline
Sterling Capital Management LLC105,354$13.3M0.21%+1,21813F-HRTimeline
NUANCE INVESTMENTS, LLC97,008$12.2M0.8%-31,90813F-HRTimeline
BOKF, NAin group BOKF, NA94,388$11.9M0.21%-4,48213F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC94,334$11.9M0.11%-59713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/94,084$11.9M0.01%-2,20913F-HRTimelineGroup
Prosperity Consulting Group, LLC92,815$11.7M0.9%-18913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…92,525$11.7M0.02%-9,03313F-HRTimeline
Occidental Asset Management, LLC91,818$11.6M1.75%-9813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC91,742$11.6M0.39%+1,83913F-HRTimeline
Clearstead Advisors, LLC85,939$10.8M0.17%-80713F-HRTimeline
UMB Bank, n.a.85,641$10.8M0.18%-3,99113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BARTLETT & CO. WEALTH MANAGEMENT LLC83,614$10.5M0.16%-3,76013F-HRTimeline
JMG Financial Group, Ltd.78,832$9.93M0.33%+29913F-HRTimeline
First Horizon Advisors, Inc.77,351$9.74M0.27%-4,66313F-HRTimeline
MAI Capital Management76,249$9.61M0.07%-2,29513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC75,864$9.56M0.08%-2,38613F-HR/ATimelineGroup
Accredited Investors Inc.74,197$9.35M0.58%-5,96613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC72,932$9.19M0.01%+50,48613F-HRTimelineGroup
WestHill Financial Advisors, Inc.71,119$8.96M2.05%+1,31613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC70,747$8.91M1.38%-2,13513F-HRTimeline
SYNOVUS FINANCIAL CORP70,528$8.88M0.12%+74813F-HRTimeline
EARNEST PARTNERS LLC70,261$8.85M0.04%-60,14513F-HRTimeline
CWM, LLCin group CWM, LLC68,905$8.68M0.03%+3,10913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.65,872$8.3M0.05%-13,38013F-HRTimeline
MML INVESTORS SERVICES, LLC64,704$8.15M0.03%-5,86413F-HRTimeline
Pinnacle Financial Partners Inc61,499$7.75M0.16%+2,64413F-HRTimeline
CONNING INC.in group CONNING INC.60,379$7.61M0.27%-50313F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC59,899$7.55M1.05%-11113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO59,276$7.47M0.01%+56,41313F-HR/ATimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding57,068$7.24M+2,800Timeline
Sanctuary Advisors, LLC56,415$7.11M0.05%-31713F-HRTimeline
Avantax Planning Partners, Inc.56,315$7.09M0.25%+2,16713F-HRTimeline
Mill Creek Capital Advisors, LLC55,749$7.02M0.17%-5,99213F-HRTimeline
Inlight Wealth Management, LLC55,248$6.96M4.32%-30013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV54,763$6.89M0.02%-1,52813F-HRTimeline
NewEdge Advisors, LLC53,879$6.79M0.04%-19513F-HRTimeline
Private Advisor Group, LLC52,327$6.59M0.04%-1,24013F-HRTimeline
Powell Investment Advisors, LLC51,350$6.47M3.18%+1,82313F-HRTimeline
Processus Wealth & Capital Management, …50,777$6.4M5.45%+1,12513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$6.3M<0.01%+49,99413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp49,691$6.26M<0.01%+24,85213F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC49,052$6.18M0.15%-4,06813F-HRTimeline
Corundum Group, Inc.48,818$6.15M2.95%-1,01113F-HRTimeline
Modera Wealth Management, LLC48,377$6.09M0.08%-72713F-HRTimeline
James J. Burns & Company, LLC48,313$6.09M1.09%-27513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC48,020$6.05M2.02%+3,62913F-HR/ATimeline
KMG FIDUCIARY PARTNERS, LLC47,874$6.03M0.5%+4,12613F-HRTimeline
Bleakley Financial Group, LLC46,415$5.85M0.19%-39213F-HRTimeline
Geneos Wealth Management Inc.39,489$5.67M0.08%+19,89713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC43,899$5.53M0.24%+9213F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…43,761$5.51M0.18%+2413F-HRTimelineGroup
Kingdom Financial Group LLC.43,415$5.47M4.01%-1,91013F-HRTimeline
Mullaney, Keating & Wright, Inc.43,314$5.46M3.68%-54713F-HRTimeline
Councilor Wealth, LLC43,089$5.43M2.71%-2,59613F-HRTimeline
XML Financial, LLC41,844$5.27M0.49%+713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,827$5.27M0.01%new13F-HR/ATimelineGroup
Aldebaran Capital, LLC40,045$5.04M4.77%-37213F-HRTimeline
NewEdge Wealth, LLC39,763$5.01M0.09%-2,41413F-HRTimeline
VANCE WEALTH, LLC39,005$4.91M1.85%-5,30913F-HRTimeline
EP Wealth Advisors, LLC38,454$4.84M0.04%-1,16913F-HRTimeline
&PARTNERS38,082$4.74M0.05%-5,72913F-HRTimeline
MATHER GROUP, LLC.37,439$4.72M0.05%-713F-HRTimeline
FIRST MERCHANTS CORP37,199$4.69M0.19%+12,86513F-HRTimeline
McAdam, LLC36,884$4.65M0.29%-16,32113F-HRTimeline
Community Bank, N.A.36,608$4.61M0.62%+86013F-HRTimeline
LifeWealth Investments, LLC36,228$4.56M2.19%+15,83813F-HR/ATimeline
Janney Montgomery Scott LLC36,088$4.55M0.01%-6,38813F-HRTimeline
Cambridge Investment Research Advisors,…35,936$4.53M0.02%-6,37113F-HRTimeline
Wealthspire Advisors, LLC35,472$4.47M0.03%+19,46113F-HRTimeline
CoreCap Advisors, LLC34,356$4.33M0.19%+9,52113F-HRTimeline
INVESTMENT PARTNERS, LTD.34,154$4.3M1.78%-1,32613F-HRTimeline
Brady Martz Wealth Solutions, LLC33,632$4.24M0.96%-51913F-HRTimeline
Simplicity Wealth,LLC33,363$4.2M0.33%+31,44813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC33,074$4.17M0.05%-3,29913F-HRTimelineGroup
LWM ADVISORS INC32,137$4.05M4.16%+18013F-HRTimeline
Focus Financial Network, Inc.31,484$3.97M0.16%+70913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC31,212$3.94M0.02%-3,25213F-HRTimelineGroup
Falcon Wealth Planning30,968$3.9M0.43%-56213F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/30,708$3.87M<0.01%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP30,460$3.84M0.06%-78513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA30,408$3.83M0.02%+10,72813F-HRTimelineGroup
Estate Counselors, LLC30,250$3.81M0.4%new13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC30,048$3.79M0.05%+5713F-HRTimeline
Atria Wealth Solutions, Inc.29,712$3.74M0.05%-1,75213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP29,562$3.72M0.03%+53613F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.28,959$3.65M1.02%+92613F-HRTimeline
ARK & TLK INVESTMENTS, LLC28,477$3.59M1.26%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,252$3.56M0.01%new13F-HRTimelineGroup
Northeast Financial Consultants Inc27,828$3.51M0.16%013F-HRTimeline
RWA WEALTH PARTNERS, LLC27,775$3.5M0.04%-15513F-HRTimeline
Connecticut Wealth Management, LLC27,609$3.48M0.18%013F-HRTimeline
VestGen Advisors, LLC27,357$3.45M0.16%13F-HRTimeline
CITY HOLDING CO26,560$3.35M0.47%-5613F-HRTimeline
SAGE FINANCIAL GROUP INC25,430$3.2M0.26%-13313F-HRTimeline
Hapanowicz & Associates Financial Servi…25,308$3.19M1.77%-2,67113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC25,629$3.12M0.33%+5613F-HRTimeline
FORTE CAPITAL LLC /ADV24,693$3.11M0.37%-1,31013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …24,550$3.1M0.01%-5213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL24,528$3.09M0.01%-39613F-HRTimeline
HBK Sorce Advisory LLC24,277$3.06M0.09%-2213F-HRTimeline
Private Wealth Asset Management, LLC24,062$3.03M0.44%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC23,644$2.98M0.29%013F-HRTimeline
Widmann Financial Services, Inc.23,419$2.95M2.29%+68113F-HRTimeline
MSH Capital Advisors LLC23,282$2.93M0.91%-64813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC22,599$2.85M<0.01%+2,70513F-HRTimelineGroup
AMARILLO NATIONAL BANK22,592$2.85M0.55%013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding22,462$2.83M-34,366Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…22,257$2.8M0.06%-27413F-HRTimelineGroup
EQUITABLE TRUST CO22,255$2.8M0.16%+3,78613F-HRTimeline
Atria Investments, Inc22,050$2.78M0.04%-6,15113F-HRTimeline
NorthCoast Asset Management LLC22,028$2.77M0.01%-28913F-HR/ATimeline
Millstone Evans Group, LLC21,899$2.76M1.87%-33713F-HRTimeline
CONDOR CAPITAL MANAGEMENT21,593$2.72M0.25%-4,53413F-HRTimeline
Sigma Planning Corp21,488$2.71M0.09%+2,31813F-HRTimeline
Noble Family Wealth, LLC21,069$2.65M0.73%013F-HRTimeline
New Age Alpha Advisors, LLC20,991$2.64M0.12%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO20,785$2.62M0.09%-65313F-HRTimeline
First Pacific Financial20,704$2.61M0.53%-8113F-HRTimeline
Atlas Brown,Inc.20,611$2.6M0.91%-8813F-HRTimeline
FAS Wealth Partners, Inc.20,557$2.59M0.21%-1,34413F-HRTimeline
B.O.S.S. Retirement Advisors, LLC20,466$2.58M0.75%-1,29713F-HRTimeline
Merit Financial Group, LLC19,821$2.5M0.04%-1,34213F-HRTimeline