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Disclosery

IWS ISHARES TR

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ETF (fund)

978 managers (996 13F filers) reported a position in IWS shares at 2026-03-31, 76,734,068 shares in all. 65 filers opened a position and 50 filers sold out during the quarter.

Managers
978
13F filers
996
New
65
Added
267
Reduced
369
Sold out
50
Shares held by filers
76,734,068

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY8,065,380$1.18B0.07%-6,12513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,702,234$1.1B0.53%-2,006,11113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,933,330$573M0.11%+15,92913F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,723,656$543M-139,654Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,567,568$520M0.04%-668,50513F-HRTimelineGroup
TIAAgroup of 3 filers holding2,903,682$423M-467,628Timeline
FIRST CITIZENS BANK & TRUST CO2,666,348$389M8.18%-66,02713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,376,742$346M0.07%-13,91413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,034,314$296M0.36%-55,60113F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK1,980,452$289M1.4%-4,31313F-HRTimelineGroup
FMR LLCin group FMR LLC1,927,770$281M0.01%-6,73813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,865,296$272M0.38%-120,10013F-HRTimeline
UBS Group AGgroup of 2 filers holding1,818,307$265M+164,308Timeline
Betterment LLC1,478,807$216M0.41%-71,74913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,251,682$182M0.11%-30,35013F-HRTimelineGroup
LPL Financial LLC1,246,982$182M0.05%+36,44713F-HRTimeline
Cassaday & Co Wealth Management LLC1,023,739$149M3.18%+18,61113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC992,650$145M0.03%-115,80413F-HR/ATimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…947,543$138M8.9%-1,02913F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC770,873$112M0.95%-11,38513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO787,533$112M0.01%-9,13613F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.406,855$104M0.67%-2,05513F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…713,481$104M6.63%+1,16913F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…683,625$99.6M1.25%-157,07313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC648,853$94.6M0.03%-3,18213F-HRTimelineGroup
Pacific Life Fund Advisors LLC606,826$88.4M10.16%-100,04713F-HRTimeline
Heritage Wealth Advisors545,471$79.5M3.11%+5,78913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP437,111$63.7M0.09%-2,41113F-HRTimelineGroup
Cetera Investment Advisers431,101$62.8M0.07%-1,13613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP429,682$62.6M3.46%-27,43713F-HRTimeline
AE Wealth Management LLC380,308$55.4M0.3%+2,82713F-HRTimeline
Proficio Capital Partners LLC357,500$52.1M2.78%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding327,530$47.7M+87,132Timeline
Lido Advisors, LLCin group Lido Advisors, LLC321,226$46.8M0.18%+20,68613F-HRTimelineGroup
AMG National Trust Bank315,369$46M1%-3,99213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS296,327$43.2M0.03%+249,58513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC293,064$42.6M0.05%-24,00413F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC278,371$40.6M1.15%-36,41913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding274,959$40.1M-3,364Timeline
Chicago Partners Investment Group LLC255,119$39.7M0.89%-8,22313F-HRTimeline
SVB WEALTH LLC261,202$38.1M2.51%-1,42413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers259,124$37.8M0.05%+115,88813F-HRTimelineGroup
GLOBALT Investments LLC / GA252,907$36.9M1.31%+17,72513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding252,736$36.8M+14,476Timeline
Cedar Mountain Advisors, LLC251,582$36.7M7.17%-2,45313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…241,839$35.2M0.02%+5,06313F-HRTimelineGroup
LPWM LLC226,691$33M8.34%-4,87013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC221,510$32.3M0.57%-15,42713F-HRTimeline
HighTower Advisors, LLC218,629$31.9M0.03%+8413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.202,955$29.6M0.04%+41,58813F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…198,559$28.9M0.11%-1,10213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC195,387$28.5M<0.01%+78,34213F-HRTimelineGroup
Wescott Financial Advisory Group, LLC180,890$26.4M2.31%-24,64913F-HRTimeline
Badgley Phelps Wealth Managers, LLC178,501$26M0.52%+6,56213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…177,890$25.9M0.05%-20,34213F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC177,514$25.9M0.19%-73013F-HRTimeline
Parkway Wealth Management Group, LLC165,570$25.2M3.19%-1,52813F-HRTimeline
Rodgers & Associates, LTD170,676$24.9M2.53%-3,70613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.169,103$24.6M0.04%+1,40013F-HRTimelineGroup
First Citizens Asset Management, Inc.164,471$24M8.5%+8,81513F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.164,113$23.9M0.03%13F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …152,784$22.3M0.17%+8,27113F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp151,996$22.2M0.07%-6,48013F-HR/ATimelineGroup
Asset Management Group, Inc.151,776$22.1M3.58%-43213F-HRTimeline
RTD Financial Advisors, Inc.143,113$20.9M2.56%-1,38113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP140,799$20.5M0.02%+75113F-HRTimelineGroup
Creative Planningin group Creative Planning133,277$19.4M0.01%-5,81613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP131,986$19.2M0.03%+84513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS128,659$18.8M0.03%+3,39713F-HRTimeline
Arax Advisory Partners128,308$18.7M0.53%-19,46313F-HRTimeline
Sterling Capital Management LLC125,473$18.3M0.35%+10,99113F-HRTimeline
LBJ Family Wealth Advisors, Ltd.125,594$17.9M10.47%-8913F-HRTimeline
Steward Partners Investment Advisory, L…120,612$17.6M0.09%-73713F-HRTimeline
Allworth Financial LP116,455$17M0.07%-30713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP115,894$16.9M<0.01%-5,34713F-HRTimelineGroup
Avantax Planning Partners, Inc.114,135$16.6M0.46%+6,71613F-HRTimeline
Prosperity Consulting Group, LLC113,106$16.5M0.73%+1,94513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC112,144$16.3M0.01%+4,19513F-HRTimelineGroup
Waverly Advisors, LLC108,057$15.7M0.12%+46013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC104,483$15.2M0.33%+3,49813F-HRTimeline
Lloyd Advisory Services, LLC.98,615$14.4M4.11%+95,69113F-HRTimeline
Kingdom Financial Group LLC.98,615$14.4M4.11%+3,51913F-HRTimeline
Occidental Asset Management, LLC93,493$13.6M1.61%+2,20613F-HRTimeline
FIRST HORIZON CORP92,925$13.5M0.57%+5,80513F-HRTimeline
Bishop & Co Investment Management, LLC92,615$13.5M4.63%-47,17813F-HRTimeline
BOKF, NAin group BOKF, NA88,741$12.9M0.2%-1,70813F-HRTimelineGroup
MAI Capital Management88,647$12.9M0.07%-3,51313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/85,207$12.4M0.01%-5,10013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC85,121$12.4M0.1%-1,76413F-HRTimeline
NewEdge Advisors, LLC85,023$12.4M0.04%+7,99513F-HR/ATimeline
Clearstead Advisors, LLC82,787$12.1M0.11%-1,59113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC80,966$11.8M0.06%-25813F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC74,663$11.6M0.15%-5,73513F-HRTimeline
One Capital Management, LLC77,058$11.2M0.31%-12,77513F-HRTimeline
LifeWealth Investments, LLC76,894$11.2M3.34%+10,33713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp76,849$11.2M<0.01%+10,62513F-HRTimelineGroup
WestHill Financial Advisors, Inc.75,215$11M2.1%+41013F-HRTimeline
JMG Financial Group, Ltd.74,147$10.8M0.3%-48513F-HRTimeline
CWM, LLCin group CWM, LLC70,638$10.3M0.03%-2,71713F-HRTimelineGroup
Corundum Group, Inc.68,811$10M3.35%+92413F-HRTimeline
XML Financial, LLC67,792$9.88M0.8%+13113F-HRTimeline
MML INVESTORS SERVICES, LLC66,533$9.7M0.03%-9,60913F-HRTimeline
&PARTNERS65,763$9.65M0.05%-13,39413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…65,325$9.63M0.02%-24,56613F-HRTimeline
Sentinel Advisory Group, LLC65,328$9.52M4.64%13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC65,309$9.52M1.09%-3,05313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC64,497$9.4M3.87%-1,55713F-HRTimeline
MidFirst Bank63,432$9.24M0.76%-1,96013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC62,839$9.16M0.07%-7,98513F-HRTimelineGroup
EARNEST PARTNERS LLC61,606$8.98M0.04%-145,26013F-HRTimeline
CONNING INC.in group CONNING INC.59,718$8.7M0.29%+11,67613F-HRTimelineGroup
UMB Bank, n.a.57,649$8.4M0.12%-7,22413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Edge Advisors, LLC56,398$8.22M0.86%-1,15913F-HRTimeline
Private Advisor Group, LLC55,480$8.09M0.04%+86213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding55,340$8.07M+40,781Timeline
Sanctuary Advisors, LLC54,863$8M0.04%-27913F-HRTimeline
Inlight Wealth Management, LLC54,103$7.88M2.92%-73413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC53,046$7.73M0.96%-94313F-HRTimeline
Powell Investment Advisors, LLC52,760$7.69M2.65%+6813F-HRTimeline
Mill Creek Capital Advisors, LLC52,609$7.67M0.16%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO50,732$7.42M0.78%+33,59513F-HRTimeline
Sowell Financial Services LLC50,516$7.36M0.27%+42,44013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC50,498$7.36M0.54%-14113F-HRTimeline
Cambridge Investment Research Advisors,…50,161$7.31M0.02%+5,56513F-HRTimeline
James J. Burns & Company, LLC48,330$7.04M0.96%-1,23613F-HRTimeline
Modera Wealth Management, LLC47,588$6.94M0.08%-33813F-HRTimeline
Accredited Investors Inc.46,804$6.82M0.37%-2,90013F-HRTimeline
TICINO WEALTH39,002$6.71M2.33%-4,10513F-HRTimeline
Monument Capital Management45,930$6.69M1.68%new13F-HRTimeline
Processus Wealth & Capital Management, …45,898$6.69M4.54%-5913F-HRTimeline
Bleakley Financial Group, LLC44,591$6.5M0.1%-14613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC44,200$6.44M<0.01%+32,00013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…43,199$6.3M0.17%013F-HRTimelineGroup
McAdam, LLC43,104$6.28M0.28%-3,16213F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.41,939$6.11M0.02%-63,05313F-HRTimeline
Arcadia Wealth Management, LLC41,499$6.05M2.19%+86313F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.40,670$5.93M1.18%+1,68013F-HRTimeline
Mullaney, Keating & Wright, Inc.40,318$5.88M3.19%-64313F-HRTimeline
Aldebaran Capital, LLC40,125$5.85M4.47%-5213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC39,569$5.77M0.01%-4,53213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,362$5.74M0.01%+8,61113F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding39,097$5.7M+6,028Timeline
NewEdge Wealth, LLC39,092$5.7M0.07%-1,87313F-HRTimeline
Simplicity Wealth,LLC38,633$5.63M0.32%+2,17113F-HRTimeline
EP Wealth Advisors, LLC38,352$5.59M0.03%-1,65913F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC38,288$5.58M0.82%new13F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC37,993$5.54M0.12%-2,51513F-HRTimeline
Midwest Trust Co37,945$5.53M0.07%+2,02813F-HRTimeline
INVESTMENT PARTNERS, LTD.37,647$5.49M1.95%-91513F-HRTimeline
MATHER GROUP, LLC.37,479$5.46M0.05%-713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC36,183$5.27M0.01%+11,46913F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP35,928$5.24M0.03%-61613F-HRTimelineGroup
Councilor Wealth, LLC35,917$5.23M2.54%-1,26213F-HRTimeline
Kelsey Financial, LLC35,460$5.17M4.52%-3,12613F-HRTimeline
FIRST MERCHANTS CORP35,242$5.14M0.2%-3,75013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV35,025$5.1M0.01%-8,87213F-HRTimeline
Ashton Thomas Private Wealth, LLC34,472$5.02M0.12%-38413F-HRTimeline
Janney Montgomery Scott LLC33,771$4.92M0.01%-7,40413F-HRTimeline
Quantinno Capital Management LP33,656$4.91M0.01%+4,94713F-HRTimeline
Focus Financial Network, Inc.33,008$4.81M0.17%+37813F-HRTimeline
LWM ADVISORS INC32,723$4.77M4.14%-1,43113F-HRTimeline
VestGen Advisors, LLC30,182$4.76M0.13%-23313F-HRTimeline
Orion Porfolio Solutions, LLC32,063$4.67M0.04%-8,05613F-HRTimeline
Community Bank, N.A.31,462$4.59M0.55%-96013F-HRTimeline
Key Capital Management, INC31,271$4.56M3.01%+14,81913F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/30,693$4.47M<0.01%-1513F-HRTimeline
Auour Investments LLC29,083$4.24M1.33%+88113F-HRTimeline
ARK & TLK INVESTMENTS, LLC28,477$4.15M1.13%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC27,848$4.06M0.05%013F-HRTimeline
Widmann Financial Services, Inc.27,684$4.03M2.4%+41113F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp27,646$4.03M<0.01%-3613F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA27,676$4.03M0.02%-1,05113F-HRTimelineGroup
CITY HOLDING CO27,004$3.94M0.49%+35513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC26,883$3.92M0.14%-1,19413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC26,566$3.87M0.02%-3,81613F-HRTimelineGroup
Falcon Wealth Planning26,096$3.8M0.26%-58513F-HRTimeline
HBK Sorce Advisory LLC24,084$3.8M0.08%+1,91413F-HRTimeline
Connecticut Wealth Management, LLC26,056$3.8M0.16%+15413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC25,746$3.75M0.27%-6013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding25,725$3.75M-20,365Timeline
NUANCE INVESTMENTS, LLC25,440$3.71M0.52%-34,75913F-HRTimeline
Sigma Planning Corp24,262$3.54M0.1%+24513F-HRTimeline
MSH Capital Advisors LLC24,261$3.54M0.75%+48413F-HRTimeline
Brady Martz Wealth Solutions, LLC24,174$3.52M0.6%-7,90213F-HRTimeline
Integrated Wealth Concepts LLC24,049$3.5M0.03%+16,69913F-HRTimeline
SAGE FINANCIAL GROUP INC23,963$3.49M0.23%013F-HRTimeline
Private Wealth Asset Management, LLC23,793$3.47M0.37%-2213F-HRTimeline
VANCE WEALTH, LLC23,365$3.41M0.98%-60613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC23,355$3.4M0.27%-40113F-HRTimeline
AMARILLO NATIONAL BANK22,592$3.29M0.58%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP22,588$3.29M0.04%-2,96813F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC22,401$3.26M0.17%+68113F-HRTimelineGroup
Millstone Evans Group, LLC22,353$3.26M1.95%-42813F-HRTimeline
New Age Alpha Advisors, LLC22,173$3.23M0.15%+12,57413F-HRTimeline
EQUITABLE TRUST CO22,105$3.22M0.15%-1,19013F-HRTimeline
Hapanowicz & Associates Financial Servi…22,050$3.21M1.28%-2,31413F-HRTimeline
CONDOR CAPITAL MANAGEMENT21,916$3.19M0.27%+2213F-HRTimeline
STOCK YARDS BANK & TRUST CO21,568$3.14M0.1%+1,31513F-HRTimeline
Financial Engines Advisors L.L.C.21,554$3.14M0.01%-1113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC21,492$3.13M0.01%-1,82813F-HRTimelineGroup