Skip to content
Disclosery

IWS ISHARES TR

Follow

ETF (fund)

923 managers (935 13F filers) reported a position in IWS shares at 2025-09-30, 79,559,264 shares in all. 75 filers opened a position and 51 filers sold out during the quarter.

Managers
923
13F filers
935
New
75
Added
282
Reduced
309
Sold out
51
Shares held by filers
79,559,264

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLLP10,047,475$1.4B0.95%-757,18213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,245,471$1.15B0.07%+86,09213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,751,715$524M0.11%-48,62613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,680,535$514M+69,118Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,675,090$513M0.04%-84,64813F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,427,479$479M1.16%+34,46613F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO2,698,999$377M8.13%+80,03213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,451,800$342M0.06%-124,47213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,189,330$306M0.36%-95,42013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,073,188$290M0.38%-121,31613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,020,035$282M1.57%-67,61113F-HRTimelineGroup
FMR LLCin group FMR LLC1,950,557$272M0.01%-19,85213F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,637,262$229M0.04%-10,47213F-HRTimelineGroup
Betterment LLC1,594,763$223M0.44%-44,84713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,312,650$183M0.11%-29,20213F-HRTimelineGroup
LPL Financial LLC1,203,672$168M0.05%+39,37513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,102,565$154M0.04%-25,55813F-HRTimelineGroup
Cassaday & Co Wealth Management LLC992,566$139M3.2%+15,60313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…956,895$134M6.6%-11,36113F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC945,096$132M0.08%+1,80013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…843,697$118M1.5%+7,97113F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC753,343$105M0.86%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO732,105$102M0.01%+54,52613F-HR/ATimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…712,170$99.5M6.7%-31,74913F-HRTimelineGroup
Pacific Life Fund Advisors LLC620,076$86.6M8.88%-10,02813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC580,628$81.1M0.03%+43,61913F-HRTimelineGroup
Heritage Wealth Advisors524,534$73.3M3.21%+9,14313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP437,299$61.1M3.77%+7,15413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP430,051$60.1M0.08%-3,65513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.408,017$57M0.42%-37,95713F-HRTimelineGroup
Cetera Investment Advisers402,401$56.2M0.07%+67,27813F-HRTimeline
AE Wealth Management LLC366,952$51.3M0.33%+1,54113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC334,636$46.7M0.19%-9,06613F-HRTimelineGroup
AMG National Trust Bank330,633$46.2M1.13%-7,02713F-HRTimeline
Mariner, LLCin group Mariner, LLC295,634$41.3M0.05%+12,23213F-HRTimelineGroup
SVB WEALTH LLC290,834$40.6M2.19%+12,07713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…282,781$39.5M0.03%+8,27813F-HRTimelineGroup
Chicago Partners Investment Group LLC265,321$37M0.97%-1,81913F-HRTimeline
One Capital Management, LLC257,943$36M1.15%+2,06513F-HRTimeline
Cedar Mountain Advisors, LLC252,309$35.2M6.86%-4,85913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding242,599$33.9M-3,486Timeline
GLOBALT Investments LLC / GA238,485$33.3M1.22%-3,76413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.237,813$33.1M0.05%+6,04913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding236,260$33M+4,377Timeline
LPWM LLC225,308$31.5M8.4%+3,64013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding224,891$31.4M-4,579Timeline
HighTower Advisors, LLC215,702$30.1M0.03%-2,07913F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC214,223$29.9M0.87%+20,29813F-HRTimeline
Wescott Financial Advisory Group, LLC210,228$29.4M2.63%-4,06713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…199,731$27.9M0.1%-1,72013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC179,375$25.1M0.2%-1,04513F-HRTimeline
Rodgers & Associates, LTD171,753$24M2.47%-2313F-HRTimeline
Moran Wealth Management, LLC170,086$23.8M0.72%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC167,953$23.5M0.49%+1,32813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp167,520$23.4M0.08%-3,00813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…158,256$22.1M0.04%+6,32213F-HRTimelineGroup
First Citizens Asset Management, Inc.154,874$21.6M7.67%+4813F-HR/ATimeline
Covenant Partners, LLC154,758$21.6M6.13%-4,63913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS153,401$21.4M0.04%-5,18013F-HRTimeline
Asset Management Group, Inc.151,958$21.2M3.47%+46213F-HRTimeline
RTD Financial Advisors, Inc.144,812$20.2M2.43%+4,24313F-HRTimeline
FIRST CITIZENS INVESTOR SERVICES, INC.140,799$19.7M7.6%13F-HRTimeline
Bishop & Co Investment Management, LLC139,778$19.5M6.53%+3,09213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers138,290$19.3M0.03%-14,04213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP134,885$18.8M0.02%-16613F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.134,156$18.7M0.03%+10113F-HRTimelineGroup
Sterling Capital Management LLC125,961$17.6M0.26%-16213F-HRTimeline
LBJ Family Wealth Advisors, Ltd.125,588$17.5M9.56%-92213F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC125,114$17.5M0.28%+5,43613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC124,728$17.4M<0.01%-9,53813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP124,133$17.3M0.03%+12,51913F-HRTimelineGroup
Creative Planningin group Creative Planning123,185$17.2M0.01%-2,72813F-HRTimelineGroup
Steward Partners Investment Advisory, L…121,466$17M0.1%-1,63813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP118,813$16.6M<0.01%-55,84713F-HRTimelineGroup
Avantax Planning Partners, Inc.111,756$15.6M0.45%-2,52913F-HRTimeline
FSA Wealth Management LLC110,693$15.5M5.65%+4713F-HRTimeline
Waverly Advisors, LLC105,880$14.8M0.15%-1,55613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.104,261$14.6M0.02%-99513F-HRTimelineGroup
Prosperity Consulting Group, LLC100,650$14.1M0.69%+1,45313F-HRTimeline
COMERICA BANK98,579$13.8M0.05%-4,46613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC98,487$13.8M0.03%+92,31813F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC97,942$13.7M0.33%+1,15313F-HRTimeline
BOKF, NAin group BOKF, NA92,040$12.9M0.19%-2,40413F-HRTimelineGroup
Occidental Asset Management, LLC90,874$12.7M1.59%-1,62613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…87,657$12.3M0.02%-4,21113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC87,496$12.2M0.1%-98713F-HRTimeline
Clearstead Advisors, LLC84,832$11.8M0.17%-88313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/84,755$11.8M<0.01%-8,19013F-HRTimelineGroup
MAI Capital Management82,205$11.5M0.07%+3,09513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC81,092$11.3M0.15%-1,04513F-HRTimeline
FIRST HORIZON CORP79,766$11.1M0.52%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC77,533$10.8M0.07%+1,42413F-HR/ATimelineGroup
JMG Financial Group, Ltd.76,043$10.6M0.3%-2,37113F-HRTimeline
SYNOVUS FINANCIAL CORP75,513$10.5M0.12%+2,55813F-HRTimeline
EARNEST PARTNERS LLC74,731$10.4M0.05%+10,12013F-HRTimeline
WestHill Financial Advisors, Inc.74,350$10.4M2.04%+3,03213F-HRTimeline
MML INVESTORS SERVICES, LLC71,112$9.93M0.03%+8,89913F-HRTimeline
CWM, LLCin group CWM, LLC68,410$9.55M0.03%-3,83213F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC68,381$9.55M1.21%-2113F-HRTimeline
UMB Bank, n.a.68,126$9.52M0.14%-10,10713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
XML Financial, LLC66,540$9.29M0.76%+56013F-HRTimeline
Pinnacle Financial Partners Inc66,362$9.27M0.22%+3,72213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp63,134$8.82M<0.01%+47313F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC62,957$8.79M2.5%+1,86313F-HR/ATimeline
LifeWealth Investments, LLC61,237$8.55M2.82%+4,62413F-HR/ATimeline
NewEdge Advisors, LLC60,908$8.51M0.04%+1,00313F-HRTimeline
Accredited Investors Inc.60,628$8.47M0.47%-6,48013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC58,513$8.17M0.06%+3,02813F-HRTimelineGroup
Legacy Edge Advisors, LLC57,798$8.07M0.95%-44513F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC60,463$8M1.12%+65013F-HRTimeline
Mill Creek Capital Advisors, LLC56,984$7.96M0.16%+1,23513F-HRTimeline
Sanctuary Advisors, LLC55,775$7.79M0.04%+45413F-HR/ATimeline
Inlight Wealth Management, LLC55,230$7.71M3.63%-11413F-HRTimeline
Private Advisor Group, LLC53,531$7.48M0.04%+1,54413F-HRTimeline
Powell Investment Advisors, LLC52,750$7.37M2.58%-58513F-HRTimeline
Corundum Group, Inc.52,101$7.28M2.99%+2,10313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV51,055$7.13M0.01%-27913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC50,632$7.07M0.47%+29613F-HRTimeline
James J. Burns & Company, LLC49,606$6.93M1.03%+9013F-HRTimeline
Modera Wealth Management, LLC48,298$6.75M0.08%-11413F-HRTimeline
McAdam, LLC47,470$6.63M0.33%-1,64713F-HRTimeline
CONNING INC.in group CONNING INC.47,016$6.57M0.22%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS46,842$6.54M0.01%-201,73913F-HRTimelineGroup
&PARTNERS45,930$6.46M0.04%+5,40413F-HRTimeline
Processus Wealth & Capital Management, …44,696$6.24M4.48%-6,16513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding44,022$6.15M-8,576Timeline
Bleakley Financial Group, LLC43,950$6.14M0.14%-1,41413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…43,323$6.05M0.17%-26613F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.42,235$5.9M3.27%-29013F-HRTimeline
Cambridge Investment Research Advisors,…40,650$5.68M0.02%+3,18213F-HRTimeline
NUANCE INVESTMENTS, LLC40,300$5.63M0.57%+25,25513F-HRTimeline
NewEdge Wealth, LLC40,631$5.61M0.08%-42113F-HRTimeline
Arcadia Wealth Management, LLC39,975$5.58M2.21%+34,43513F-HRTimeline
Councilor Wealth, LLC39,767$5.55M2.58%-3,14413F-HRTimeline
Aldebaran Capital, LLC39,304$5.49M5.04%-16213F-HRTimeline
Simplicity Wealth,LLC39,157$5.47M0.32%-34,35713F-HRTimeline
FIRST MERCHANTS CORP38,845$5.43M0.2%+1,01713F-HRTimeline
ALLIANCEBERNSTEIN L.P.38,596$5.39M<0.01%+9,00613F-HRTimeline
Kingdom Financial Group LLC.38,397$5.36M3.28%+7,62913F-HRTimeline
INVESTMENT PARTNERS, LTD.38,318$5.35M1.88%+67913F-HRTimeline
Ashton Thomas Private Wealth, LLC37,927$5.3M0.14%+26,17013F-HRTimeline
Wealthspire Advisors, LLC37,840$5.29M0.03%+813F-HRTimeline
MATHER GROUP, LLC.37,479$5.23M0.05%+6413F-HRTimeline
Janney Montgomery Scott LLC36,548$5.11M0.01%-23513F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.35,931$5.02M1.09%+1,32613F-HRTimeline
CoreCap Advisors, LLC34,645$4.84M0.18%+29413F-HRTimeline
LWM ADVISORS INC33,157$4.63M4.16%+1,03113F-HRTimeline
Community Bank, N.A.33,147$4.63M0.56%-1,51613F-HRTimeline
Focus Financial Network, Inc.32,427$4.53M0.16%+27213F-HRTimeline
Brady Martz Wealth Solutions, LLC32,076$4.48M0.81%-40413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP31,782$4.44M0.03%+2,22313F-HR/ATimelineGroup
Midwest Trust Co31,596$4.41M0.06%+6,25513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC30,739$4.29M0.05%+69113F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/30,708$4.29M<0.01%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC30,176$4.21M0.15%+2,38713F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP30,105$4.21M0.05%-34013F-HRTimeline
Glenmede Investment Management, LP29,213$4.08M0.02%-1,14313F-HRTimeline
Orion Porfolio Solutions, LLC28,707$4.01M0.03%+18,54613F-HRTimeline
ARK & TLK INVESTMENTS, LLC28,477$3.98M1.26%013F-HRTimeline
Future Fund LLC27,975$3.91M1.38%013F-HRTimeline
VestGen Advisors, LLC27,671$3.86M0.13%+18213F-HRTimeline
Connecticut Wealth Management, LLC27,609$3.86M0.17%013F-HRTimeline
Falcon Wealth Planning27,535$3.85M0.35%-95913F-HRTimeline
CITY HOLDING CO26,429$3.69M0.46%-6413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC26,287$3.67M0.29%-7413F-HRTimeline
Widmann Financial Services, Inc.26,136$3.65M2.3%+1,62513F-HRTimeline
VANCE WEALTH, LLC25,720$3.59M1.1%-2,25113F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC25,617$3.58M0.08%-1,77813F-HRTimeline
SAGE FINANCIAL GROUP INC24,728$3.45M0.23%-3213F-HRTimeline
Hapanowicz & Associates Financial Servi…24,682$3.45M1.59%-6713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …24,492$3.42M0.01%+3,69313F-HRTimelineGroup
Quantinno Capital Management LP24,309$3.4M0.01%+18,07713F-HRTimeline
MSH Capital Advisors LLC23,777$3.32M0.89%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC23,644$3.3M0.27%013F-HRTimeline
RWA WEALTH PARTNERS, LLC23,032$3.22M0.04%-4,78813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC22,804$3.19M<0.01%+61513F-HRTimelineGroup
Private Wealth Asset Management, LLC22,769$3.18M0.38%-30013F-HRTimeline
AMARILLO NATIONAL BANK22,592$3.16M0.55%013F-HRTimeline
Sigma Planning Corp22,350$3.12M0.09%+1,01613F-HRTimeline
HBK Sorce Advisory LLC22,429$3.12M0.08%-1,20813F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,276$3.11M0.04%-2413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…22,238$3.11M0.06%+2613F-HRTimelineGroup
EQUITABLE TRUST CO22,127$3.09M0.14%+17613F-HRTimeline
CONDOR CAPITAL MANAGEMENT21,999$3.07M0.25%+14713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC21,986$3.07M0.01%+1,08213F-HRTimelineGroup
New Age Alpha Advisors, LLC21,810$3.05M0.13%-16,75113F-HRTimeline
First Pacific Financial21,324$2.98M0.41%-9813F-HRTimeline
Millstone Evans Group, LLC21,185$2.96M1.88%-70513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC21,147$2.95M0.71%-2,90113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC21,049$2.94M<0.01%-2,25213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL21,026$2.94M0.01%-3,37313F-HRTimeline
STOCK YARDS BANK & TRUST CO20,883$2.92M0.09%+3713F-HRTimeline
FAS Wealth Partners, Inc.20,857$2.91M0.2%+16013F-HRTimeline
Atlas Brown,Inc.20,686$2.89M0.85%-9213F-HRTimeline
Financial Engines Advisors L.L.C.20,631$2.88M0.01%-1513F-HRTimeline
NorthCoast Asset Management LLC20,627$2.88M0.01%-1,41913F-HRTimeline
BRIGHTON JONES LLC20,599$2.88M0.07%+64213F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC20,345$2.84M0.16%-35613F-HRTimelineGroup
Auour Investments LLC19,962$2.79M0.91%+94213F-HRTimeline
Whitegate Investment Counselors, Inc.19,817$2.77M0.91%013F-HRTimeline