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Disclosery

IWS ISHARES TR

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ETF (fund)

979 managers (993 13F filers) reported a position in IWS shares at 2025-12-31, 80,292,561 shares in all. 68 filers opened a position and 56 filers sold out during the quarter.

Managers
979
13F filers
993
New
68
Added
336
Reduced
268
Sold out
56
Shares held by filers
80,292,561

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLLP9,708,345$1.37B0.83%-339,13013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,071,505$1.14B0.07%-173,96613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,236,073$597M0.04%+560,98313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,917,401$553M0.11%+165,68613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,863,310$545M+182,775Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,371,310$476M1.14%-56,16913F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO2,732,375$385M8.05%+33,37613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,390,656$337M0.06%-61,14413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,089,915$295M0.35%-99,41513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,985,396$280M0.37%-87,79213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,984,765$280M1.55%-35,27013F-HRTimelineGroup
FMR LLCin group FMR LLC1,934,508$273M0.01%-16,04913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,653,999$233M+16,737Timeline
Betterment LLC1,550,556$219M0.42%-44,20713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,282,032$181M0.1%-30,61813F-HRTimelineGroup
LPL Financial LLC1,210,535$171M0.05%+6,86313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,108,454$156M0.04%+5,88913F-HRTimelineGroup
Cassaday & Co Wealth Management LLC1,005,128$142M2.99%+12,56213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…948,572$134M6.18%-8,32313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…840,698$119M1.48%-2,99913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO796,669$112M0.01%+64,56413F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC782,258$110M0.89%+28,91513F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…712,312$100M6.71%+14213F-HRTimelineGroup
Pacific Life Fund Advisors LLC706,873$99.7M10.27%+86,79713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC652,035$92M0.03%+71,40713F-HRTimelineGroup
Heritage Wealth Advisors539,682$76.1M2.91%+15,14813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP457,119$64.5M3.62%+19,82013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP439,522$62M0.08%+9,47113F-HRTimelineGroup
Cetera Investment Advisers432,237$61M0.07%+29,83613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.408,910$57.7M0.39%+89313F-HRTimelineGroup
AE Wealth Management LLC377,481$53.2M0.31%+10,52913F-HRTimeline
AMG National Trust Bank319,361$45M1.06%-11,27213F-HRTimeline
Mariner, LLCin group Mariner, LLC317,068$44.7M0.05%+21,43413F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC314,790$44.4M1.29%+100,56713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC300,540$42.3M0.17%-34,09613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding278,323$39.3M+35,724Timeline
Chicago Partners Investment Group LLC263,342$39M0.96%-1,97913F-HRTimeline
SVB WEALTH LLC262,626$37M2.18%-28,20813F-HRTimeline
Cedar Mountain Advisors, LLC254,035$35.8M6.91%+1,72613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding240,398$33.9M+4,138Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding238,260$33.6M+13,369Timeline
THOMPSON SIEGEL & WALMSLEY LLC236,937$33.4M0.56%+111,82313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…236,776$33.4M0.02%-46,00513F-HR/ATimelineGroup
GLOBALT Investments LLC / GA235,182$33.2M1.21%-3,30313F-HRTimeline
LPWM LLC231,561$32.7M8.24%+6,25313F-HRTimeline
HighTower Advisors, LLC218,545$30.8M0.03%+2,84313F-HRTimeline
EARNEST PARTNERS LLC206,866$29.2M0.13%+132,13513F-HRTimeline
Wescott Financial Advisory Group, LLC205,539$29M2.53%-4,68913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…199,661$28.2M0.1%-7013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…198,232$28M0.05%+39,97613F-HR/ATimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC178,244$25.1M0.19%-1,13113F-HRTimeline
Rodgers & Associates, LTD174,382$24.6M2.49%+2,62913F-HRTimeline
Badgley Phelps Wealth Managers, LLC171,939$24.3M0.44%+3,98613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.167,703$23.7M0.04%+63,44213F-HRTimelineGroup
Parkway Wealth Management Group, LLC167,098$23.6M3.16%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.163,760$23.1M0.04%+29,60413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.161,367$22.8M0.03%-76,44613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp158,476$22.4M0.07%-9,04413F-HR/ATimelineGroup
First Citizens Asset Management, Inc.155,656$22M7.68%+78213F-HRTimeline
Asset Management Group, Inc.152,208$21.5M3.47%+25013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …144,513$20.4M0.15%13F-HR/ATimelineGroup
RTD Financial Advisors, Inc.144,494$20.4M2.49%-31813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers143,236$20.2M0.03%+4,94613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP140,048$19.8M0.02%+5,16313F-HRTimelineGroup
Bishop & Co Investment Management, LLC139,793$19.7M6.53%+1513F-HRTimeline
Creative Planningin group Creative Planning139,093$19.6M0.01%+15,90813F-HRTimelineGroup
Arax Advisory Partners147,771$19.3M0.56%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP131,141$18.5M0.03%+7,00813F-HR/ATimelineGroup
LBJ Family Wealth Advisors, Ltd.125,683$17.7M9.75%+9513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS125,262$17.7M0.03%-28,13913F-HRTimeline
Steward Partners Investment Advisory, L…121,349$17.1M0.09%-11713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP121,241$17.1M<0.01%+2,42813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC117,045$16.5M<0.01%-7,68313F-HR/ATimelineGroup
Allworth Financial LP116,762$16.5M0.07%+112,15113F-HRTimeline
Sterling Capital Management LLC114,482$16.1M0.26%-11,47913F-HRTimeline
Prosperity Consulting Group, LLC111,161$15.7M0.71%+10,51113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC107,949$15.2M0.01%new13F-HR/ATimelineGroup
Waverly Advisors, LLC107,597$15.2M0.12%+1,71713F-HRTimeline
Avantax Planning Partners, Inc.107,419$15.2M0.42%-4,33713F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.104,992$14.8M0.05%+89,29113F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC100,985$14.2M0.32%+3,04313F-HRTimeline
Kingdom Financial Group LLC.95,096$13.4M4.14%+56,69913F-HRTimeline
COMERICA BANK94,134$13.3M0.05%-4,44513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…89,891$13.1M0.02%+2,23413F-HRTimeline
MAI Capital Management92,160$13M0.08%+9,95513F-HRTimeline
Occidental Asset Management, LLC91,287$12.9M1.55%+41313F-HRTimeline
BOKF, NAin group BOKF, NA90,449$12.8M0.2%-1,59113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/90,307$12.7M0.01%+5,55213F-HRTimelineGroup
One Capital Management, LLC89,833$12.7M0.38%-168,11013F-HRTimeline
FIRST HORIZON CORP87,120$12.3M0.55%+7,35413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC86,885$12.3M0.1%-61113F-HRTimeline
Clearstead Advisors, LLC84,378$11.9M0.15%-45413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC81,224$11.5M0.07%+3,69113F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC80,398$11.3M0.15%-69413F-HRTimeline
&PARTNERS79,157$11.2M0.06%+33,22713F-HRTimeline
NewEdge Advisors, LLC77,028$10.9M0.04%+16,12013F-HRTimeline
MML INVESTORS SERVICES, LLC76,142$10.7M0.03%+5,03013F-HRTimeline
WestHill Financial Advisors, Inc.74,805$10.6M2%+45513F-HRTimeline
JMG Financial Group, Ltd.74,632$10.5M0.3%-1,41113F-HRTimeline
CWM, LLCin group CWM, LLC73,355$10.3M0.03%+4,94513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC70,824$9.99M0.08%+12,31113F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC68,362$9.64M1.11%-1913F-HRTimeline
Corundum Group, Inc.67,887$9.58M3.21%+15,78613F-HRTimeline
XML Financial, LLC67,661$9.54M0.78%+1,12113F-HRTimeline
LifeWealth Investments, LLC66,557$9.39M2.97%+5,32013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp66,224$9.34M<0.01%+3,09013F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC66,054$9.32M3.67%+3,09713F-HRTimeline
MidFirst Bank65,392$9.22M0.73%13F-HRTimeline
UMB Bank, n.a.64,873$9.15M0.12%-3,25313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NUANCE INVESTMENTS, LLC60,199$8.49M0.94%+19,89913F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…58,876$8.3M<0.01%new13F-HRTimelineGroup
Legacy Edge Advisors, LLC57,557$8.12M0.89%-24113F-HRTimeline
FineMark National Bank & Trust56,530$7.97M0.25%+46,80013F-HRTimeline
Sanctuary Advisors, LLC55,142$7.78M0.04%-63313F-HRTimeline
Inlight Wealth Management, LLC54,837$7.73M2.84%-39313F-HRTimeline
Private Advisor Group, LLC54,618$7.7M0.04%+1,08713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC53,989$7.62M0.93%-6,47413F-HRTimeline
Powell Investment Advisors, LLC52,692$7.43M2.56%-5813F-HRTimeline
Mill Creek Capital Advisors, LLC52,609$7.42M0.15%-4,37513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC50,639$7.14M0.51%+713F-HRTimeline
CRAMER ROSENTHAL MCGLYNN LLC50,389$7.11M0.46%new13F-HRTimeline
Accredited Investors Inc.49,704$7.01M0.37%-10,92413F-HRTimeline
James J. Burns & Company, LLC49,566$6.99M0.96%-4013F-HRTimeline
CONNING INC.in group CONNING INC.48,042$6.78M0.23%+1,02613F-HRTimelineGroup
Modera Wealth Management, LLC47,926$6.76M0.08%-37213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS46,742$6.59M<0.01%-10013F-HRTimelineGroup
McAdam, LLC46,266$6.53M0.3%-1,20413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding46,090$6.5M+23,814Timeline
Processus Wealth & Capital Management, …45,957$6.48M4.27%+1,26113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …45,016$6.42M0.01%+20,52413F-HRTimelineGroup
Bleakley Financial Group, LLC44,737$6.31M0.11%+78713F-HRTimeline
Cambridge Investment Research Advisors,…44,596$6.29M0.02%+3,94613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44,101$6.22M0.01%-54,38613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV43,897$6.19M0.01%-7,15813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…43,199$6.09M0.17%-12413F-HRTimelineGroup
TICINO WEALTH43,107$6.08M2.25%13F-HRTimeline
Janney Montgomery Scott LLC41,175$5.81M0.01%+4,62713F-HRTimeline
NewEdge Wealth, LLC40,965$5.78M0.07%+33413F-HRTimeline
Mullaney, Keating & Wright, Inc.40,961$5.78M3.05%-1,27413F-HRTimeline
Arcadia Wealth Management, LLC40,636$5.73M2.13%+66113F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC40,508$5.71M0.12%+14,89113F-HRTimeline
Aldebaran Capital, LLC40,177$5.67M5.08%+87313F-HRTimeline
Orion Porfolio Solutions, LLC40,119$5.66M0.04%+11,41213F-HRTimeline
EP Wealth Advisors, LLC40,011$5.64M0.03%13F-HRTimeline
FIRST MERCHANTS CORP38,992$5.5M0.2%+14713F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.38,990$5.5M1.15%+3,05913F-HRTimeline
Kelsey Financial, LLC38,586$5.44M4.68%13F-HRTimeline
INVESTMENT PARTNERS, LTD.38,562$5.44M1.9%+24413F-HRTimeline
MATHER GROUP, LLC.37,486$5.29M0.05%+713F-HRTimeline
Councilor Wealth, LLC37,179$5.24M2.48%-2,58813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP36,544$5.15M0.03%+4,76213F-HRTimelineGroup
Simplicity Wealth,LLC36,462$5.14M0.31%-2,69513F-HRTimeline
Midwest Trust Co35,917$5.07M0.06%+4,32113F-HRTimeline
CoreCap Advisors, LLC35,194$4.96M0.17%+54913F-HRTimeline
Ashton Thomas Private Wealth, LLC34,856$4.92M0.12%-3,07113F-HRTimeline
LWM ADVISORS INC34,154$4.82M4.24%+99713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding33,069$4.66M-10,953Timeline
Focus Financial Network, Inc.32,630$4.6M0.16%+20313F-HRTimeline
Global Retirement Partners, LLC32,597$4.6M0.08%+13,50713F-HRTimeline
Community Bank, N.A.32,422$4.57M0.54%-72513F-HRTimeline
Brady Martz Wealth Solutions, LLC32,076$4.52M0.8%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,751$4.34M0.01%+23,47313F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/30,708$4.33M<0.01%013F-HRTimeline
VestGen Advisors, LLC30,415$4.29M0.18%+2,74413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC30,382$4.29M0.02%+8,39613F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA28,727$4.05M0.02%13F-HRTimelineGroup
Quantinno Capital Management LP28,709$4.05M0.01%+4,40013F-HRTimeline
ARK & TLK INVESTMENTS, LLC28,477$4.02M1.1%013F-HRTimeline
Auour Investments LLC28,202$3.98M1.27%+8,24013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC28,077$3.96M0.14%-2,09913F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp27,682$3.93M<0.01%+23,33813F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC27,848$3.93M0.05%-2,89113F-HRTimeline
Widmann Financial Services, Inc.27,273$3.85M2.35%+1,13713F-HRTimeline
Falcon Wealth Planning26,681$3.76M0.32%-85413F-HRTimeline
CITY HOLDING CO26,649$3.76M0.46%+22013F-HRTimeline
Connecticut Wealth Management, LLC25,902$3.65M0.16%-1,70713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC25,806$3.64M0.26%-48113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP25,556$3.6M0.05%-4,54913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC24,714$3.49M0.01%+8,11713F-HRTimelineGroup
Hapanowicz & Associates Financial Servi…24,364$3.44M1.35%-31813F-HRTimeline
Sigma Planning Corp24,017$3.39M0.09%+1,66713F-HRTimeline
VANCE WEALTH, LLC23,971$3.38M1%-1,74913F-HR/ATimeline
SAGE FINANCIAL GROUP INC23,963$3.38M0.22%-76513F-HRTimeline
HBK Sorce Advisory LLC22,170$3.37M0.08%-25913F-HRTimeline
Private Wealth Asset Management, LLC23,815$3.36M0.37%+1,04613F-HRTimeline
J.W. COLE ADVISORS, INC.25,968$3.36M0.08%+11,23713F-HRTimeline
MSH Capital Advisors LLC23,777$3.35M0.72%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC23,756$3.35M0.25%+11213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC23,320$3.29M<0.01%+51613F-HRTimelineGroup
EQUITABLE TRUST CO23,295$3.29M0.15%+1,16813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,179$3.27M<0.01%+21,36913F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC23,032$3.25M0.04%013F-HRTimeline
Millstone Evans Group, LLC22,781$3.21M1.89%+1,59613F-HRTimeline
AMARILLO NATIONAL BANK22,592$3.19M0.56%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT21,894$3.09M0.25%-10513F-HRTimeline
IFP Advisors, Inc21,870$3.08M0.07%+7,21913F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC21,720$3.06M0.16%+1,37513F-HRTimelineGroup
Financial Engines Advisors L.L.C.21,565$3.04M0.01%+93413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…21,475$3.03M0.06%-76313F-HRTimelineGroup
Whitegate Investment Counselors, Inc.21,394$3.02M0.94%+1,57713F-HRTimeline