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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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,804,657$1.42B1.08%+748,01913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,159,379$1.08B0.07%+161,80213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,800,341$502M0.11%+10,55513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,759,738$497M0.04%+16,36113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,611,417$477M-1,035,791Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,393,013$448M1.17%+11,38013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO2,618,967$346M6.26%-2,69113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,576,272$340M0.07%-755,19913F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,284,750$302M0.38%-2,070,50213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,194,504$290M0.38%-62,92313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,087,646$276M1.63%-127,65913F-HRTimelineGroup
FMR LLCin group FMR LLC1,970,409$260M0.01%-17,74113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,647,734$218M0.05%-29,24913F-HRTimelineGroup
Betterment LLC1,639,610$217M0.46%-71,25013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,341,852$177M0.11%-80,64613F-HRTimelineGroup
LPL Financial LLC1,164,297$154M0.05%+2,65713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,128,123$149M0.04%+36,93813F-HRTimelineGroup
Cassaday & Co Wealth Management LLC976,963$129M3.23%+4,74913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…968,256$128M6.87%-236,42113F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC943,296$125M0.08%+12,19613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…835,726$110M1.52%+19,15513F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…743,919$98.3M7.07%+32,80113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO677,579$89.5M0.01%-14,78613F-HRTimelineGroup
Pacific Life Fund Advisors LLC630,104$83.3M8.92%+230,87813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC537,009$71M0.02%-156,98913F-HRTimelineGroup
Heritage Wealth Advisors515,391$68.1M3.23%+2,21613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.445,974$58.9M0.49%-24,25413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP433,706$57.3M0.08%+3,99913F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP430,145$56.8M3.8%+6,75713F-HRTimeline
AE Wealth Management LLC365,411$48.3M0.35%+72,43213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC343,702$45.4M0.24%+7,89913F-HRTimelineGroup
AMG National Trust Bank337,660$44.6M1.17%-4,60813F-HRTimeline
Cetera Investment Advisers335,123$44.3M0.07%+8,67813F-HRTimeline
Mariner, LLCin group Mariner, LLC283,402$37.4M0.05%+3,02013F-HRTimelineGroup
SVB WEALTH LLC278,757$36.8M1.97%new13F-HRTimeline
Chicago Partners Investment Group LLC267,140$36.7M1.06%-1,89313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…274,503$36.3M0.03%-79,23013F-HRTimelineGroup
Cedar Mountain Advisors, LLC257,168$34M7.06%+2,29713F-HRTimeline
One Capital Management, LLC255,878$33.8M1.17%-47,68113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS248,581$32.8M0.03%+198,58113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding246,085$32.5M+39,503Timeline
GLOBALT Investments LLC / GA242,249$32M1.23%-7,34013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding231,883$30.6M-8,718Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.231,764$30.3M0.05%+64,19313F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding229,470$30.3M-25,357Timeline
LPWM LLC221,668$29.3M8.54%+9,69413F-HRTimeline
HighTower Advisors, LLC217,781$28.8M0.04%-4,70413F-HRTimeline
Wescott Financial Advisory Group, LLC214,295$28.3M2.71%-2,48713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…201,451$26.6M0.1%-95113F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC193,925$25.6M0.75%+63,95813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC180,420$23.8M0.28%+10,55413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP174,660$23.1M<0.01%-2,82413F-HRTimelineGroup
Rodgers & Associates, LTD171,776$22.7M2.49%+4,36913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp170,528$22.5M0.08%-5,19213F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC166,625$22M0.49%+2,75013F-HRTimeline
Covenant Partners, LLC159,397$21.1M6.29%-16,76613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS158,581$21M0.05%+10,50313F-HRTimeline
First Citizens Asset Management, Inc.154,826$20.5M7.25%+23,82013F-HR/ATimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers152,332$20.1M0.03%-155,00613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…151,934$20.1M0.04%-15,53013F-HR/ATimelineGroup
Asset Management Group, Inc.151,496$20M3.49%+30613F-HRTimeline
Arax Advisory Partners142,176$19.4M0.89%+135,36113F-HRTimeline
RTD Financial Advisors, Inc.140,569$18.6M2.38%-28,76813F-HRTimeline
Bishop & Co Investment Management, LLC136,686$18.1M6.49%-3,35413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP135,051$17.8M0.02%+3,37413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC134,266$17.7M<0.01%+1,19113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.134,055$17.7M0.03%-6813F-HRTimelineGroup
LBJ Family Wealth Advisors, Ltd.126,510$16.7M9.72%+55013F-HRTimeline
Sterling Capital Management LLC126,123$16.7M0.24%+20,76913F-HR/ATimeline
Creative Planningin group Creative Planning125,913$16.6M0.01%+15,51013F-HRTimelineGroup
Steward Partners Investment Advisory, L…123,104$16.3M0.13%+3,69613F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC119,678$15.8M0.27%-52,34113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC114,969$15.2M0.01%+1,22213F-HRTimelineGroup
Avantax Planning Partners, Inc.114,285$15.1M0.48%+57,97013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP111,614$14.7M0.02%-110,13213F-HR/ATimelineGroup
FSA Wealth Management LLC110,646$14.6M5.7%-3,63813F-HRTimeline
Waverly Advisors, LLC107,436$14.2M0.16%-2,06813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.105,256$13.9M0.02%-62113F-HRTimelineGroup
COMERICA BANK103,045$13.6M0.05%-2,40213F-HRTimeline
Prosperity Consulting Group, LLC99,197$13.1M0.96%+6,38213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC96,789$12.8M0.38%+5,04713F-HRTimeline
BOKF, NAin group BOKF, NA94,444$12.5M0.2%+5613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…91,868$12.4M0.02%-65713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/92,945$12.3M0.01%-1,13913F-HRTimelineGroup
Occidental Asset Management, LLC92,500$12.2M1.69%+68213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC88,483$11.7M0.11%-5,85113F-HRTimeline
Clearstead Advisors, LLC85,715$11.3M0.16%-22413F-HRTimeline
First Horizon Advisors, Inc.82,810$10.9M0.28%+5,45913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC82,137$10.9M0.15%-1,47713F-HRTimeline
MAI Capital Management79,110$10.5M0.07%+2,86113F-HRTimeline
JMG Financial Group, Ltd.78,414$10.4M0.31%-41813F-HRTimeline
UMB Bank, n.a.78,233$10.3M0.16%-7,40813F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC76,109$10.1M0.07%+24513F-HR/ATimelineGroup
Simplicity Wealth,LLC73,514$9.71M0.4%+40,15113F-HRTimeline
SYNOVUS FINANCIAL CORP72,955$9.64M0.12%+2,42713F-HRTimeline
CWM, LLCin group CWM, LLC72,242$9.55M0.03%+3,33713F-HRTimelineGroup
WestHill Financial Advisors, Inc.71,318$9.42M2%+19913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC68,402$9.04M1.27%-2,34513F-HRTimeline
Accredited Investors Inc.67,108$8.87M0.52%-7,08913F-HRTimeline
XML Financial, LLC65,980$8.72M0.76%+24,13613F-HRTimeline
EARNEST PARTNERS LLC64,611$8.54M0.04%-5,65013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp62,661$8.28M<0.01%+12,97013F-HRTimelineGroup
Pinnacle Financial Partners Inc62,640$8.28M0.17%+1,14113F-HRTimeline
MML INVESTORS SERVICES, LLC62,213$8.22M0.02%-2,49113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC61,094$8.07M2.49%+13,07413F-HR/ATimeline
NewEdge Advisors, LLC59,905$7.92M0.04%+6,02613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC59,813$7.9M1.05%-8613F-HRTimeline
Legacy Edge Advisors, LLC58,243$7.7M1.03%-82,67613F-HRTimeline
LifeWealth Investments, LLC56,613$7.48M2.72%+20,38513F-HR/ATimeline
Mill Creek Capital Advisors, LLC55,749$7.37M0.16%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC55,485$7.33M0.07%+22,41113F-HRTimelineGroup
Inlight Wealth Management, LLC55,344$7.31M3.79%+9613F-HRTimeline
Sanctuary Advisors, LLC55,321$7.31M0.05%-1,09413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.55,042$7.27M0.04%-10,83013F-HRTimeline
Powell Investment Advisors, LLC53,335$7.05M2.64%+1,98513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding52,598$6.95M-4,470Timeline
Private Advisor Group, LLC51,987$6.87M0.04%-34013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV51,334$6.79M0.02%-3,42913F-HRTimeline
Processus Wealth & Capital Management, …50,861$6.72M5.31%+8413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC50,336$6.65M0.49%+2,46213F-HRTimeline
Corundum Group, Inc.49,998$6.61M2.92%+1,18013F-HRTimeline
James J. Burns & Company, LLC49,516$6.54M1.07%+1,20313F-HRTimeline
McAdam, LLC49,117$6.49M0.36%+12,23313F-HRTimeline
Modera Wealth Management, LLC48,412$6.4M0.08%+3513F-HRTimeline
CONNING INC.in group CONNING INC.47,016$6.21M0.21%-13,36313F-HRTimelineGroup
Bleakley Financial Group, LLC45,364$5.99M0.15%-1,05113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…43,589$5.76M0.17%-17213F-HRTimelineGroup
Councilor Wealth, LLC42,911$5.67M2.65%-17813F-HRTimeline
Mullaney, Keating & Wright, Inc.42,525$5.62M3.68%-78913F-HRTimeline
NewEdge Wealth, LLC41,052$5.5M0.09%+1,28913F-HRTimeline
&PARTNERS40,526$5.36M0.04%+2,44413F-HRTimeline
Aldebaran Capital, LLC39,466$5.22M5.15%-57913F-HRTimeline
New Age Alpha Advisors, LLC38,561$5.1M0.22%+17,57013F-HRTimeline
Wealthspire Advisors, LLC37,832$5M0.03%+2,36013F-HRTimeline
FIRST MERCHANTS CORP37,828$5M0.19%+62913F-HRTimeline
INVESTMENT PARTNERS, LTD.37,639$4.97M1.88%+3,48513F-HRTimeline
Cambridge Investment Research Advisors,…37,468$4.95M0.02%+1,53213F-HRTimeline
MATHER GROUP, LLC.37,415$4.94M0.05%-2413F-HRTimeline
EP Wealth Advisors, LLC37,317$4.93M0.03%-1,13713F-HRTimeline
Janney Montgomery Scott LLC36,783$4.86M0.01%+69513F-HRTimeline
Community Bank, N.A.34,663$4.58M0.6%-1,94513F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.34,605$4.57M1.15%+5,64613F-HRTimeline
CoreCap Advisors, LLC34,351$4.54M0.18%-513F-HRTimeline
Brady Martz Wealth Solutions, LLC32,480$4.29M0.83%-1,15213F-HRTimeline
Focus Financial Network, Inc.32,155$4.25M0.17%+67113F-HRTimeline
LWM ADVISORS INC32,126$4.25M4.08%-1113F-HRTimeline
Kingdom Financial Group LLC.30,768$4.07M3.55%-12,64713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/30,708$4.06M<0.01%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP30,445$4.02M0.06%-1513F-HRTimeline
Glenmede Investment Management, LP30,356$4.01M0.02%13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC30,048$3.97M0.05%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.29,590$3.91M<0.01%+19,84213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP29,559$3.91M0.03%-313F-HRTimelineGroup
Falcon Wealth Planning28,494$3.77M0.38%-2,47413F-HRTimeline
ARK & TLK INVESTMENTS, LLC28,477$3.76M1.21%013F-HRTimeline
Future Fund LLC27,975$3.7M1.65%new13F-HRTimeline
VANCE WEALTH, LLC27,971$3.7M1.25%-11,03413F-HRTimeline
Northeast Financial Consultants Inc27,828$3.68M0.15%013F-HRTimeline
RWA WEALTH PARTNERS, LLC27,820$3.68M0.05%+4513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC27,789$3.67M0.14%-16,11013F-HRTimelineGroup
Connecticut Wealth Management, LLC27,609$3.65M0.17%013F-HRTimeline
VestGen Advisors, LLC27,489$3.63M0.14%+13213F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC27,395$3.62M0.09%-21,65713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,389$3.62M<0.01%+18,12913F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC26,361$3.53M0.32%+73213F-HRTimeline
CITY HOLDING CO26,493$3.5M0.46%-6713F-HRTimeline
Midwest Trust Co25,341$3.35M0.05%13F-HRTimeline
SAGE FINANCIAL GROUP INC24,760$3.27M0.24%-67013F-HRTimeline
Hapanowicz & Associates Financial Servi…24,749$3.27M1.65%-55913F-HRTimeline
Widmann Financial Services, Inc.24,511$3.24M2.26%+1,09213F-HRTimeline
BLAIR WILLIAM & CO/IL24,399$3.22M0.01%-12913F-HRTimeline
B.O.S.S. Retirement Advisors, LLC24,048$3.18M0.8%+3,58213F-HRTimeline
MSH Capital Advisors LLC23,777$3.14M0.91%+49513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC23,644$3.12M0.28%013F-HRTimeline
HBK Sorce Advisory LLC23,637$3.12M0.08%-64013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC23,301$3.08M<0.01%-49,63113F-HRTimelineGroup
Private Wealth Asset Management, LLC23,069$3.05M0.4%-99313F-HRTimeline
AMARILLO NATIONAL BANK22,592$2.99M0.55%013F-HRTimeline
FORTE CAPITAL LLC /ADV22,521$2.98M0.32%-2,17213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,300$2.95M0.04%-16213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…22,212$2.94M0.07%-4513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC22,189$2.93M<0.01%-41013F-HRTimelineGroup
NorthCoast Asset Management LLC22,046$2.91M0.01%+1813F-HRTimeline
EQUITABLE TRUST CO21,951$2.9M0.14%-30413F-HRTimeline
Millstone Evans Group, LLC21,890$2.89M1.97%-913F-HRTimeline
CONDOR CAPITAL MANAGEMENT21,852$2.89M0.25%+25913F-HRTimeline
First Pacific Financial21,422$2.83M0.42%+71813F-HRTimeline
Geneos Wealth Management Inc.21,393$2.83M0.07%-18,09613F-HRTimeline
Sigma Planning Corp21,334$2.82M0.08%-15413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …20,799$2.78M<0.01%-3,75113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC20,904$2.76M0.01%-10,30813F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO20,846$2.75M0.09%+6113F-HRTimeline
Atlas Brown,Inc.20,778$2.75M0.88%+16713F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC20,701$2.74M0.16%+2,51613F-HRTimelineGroup
FAS Wealth Partners, Inc.20,697$2.73M0.2%+14013F-HRTimeline
Financial Engines Advisors L.L.C.20,646$2.73M0.01%+4,30913F-HRTimeline
BRIGHTON JONES LLC19,957$2.64M0.07%+33113F-HRTimeline
Whitegate Investment Counselors, Inc.19,817$2.62M0.89%013F-HRTimeline
Global Retirement Partners, LLC19,075$2.52M0.06%13F-HRTimeline
Auour Investments LLC19,020$2.51M0.86%-1,29413F-HRTimeline