IWS ISHARES TR

ETF (fund)

Filings received so far for Q3 2026: 66 13F filers report a position in IWS shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…	680,980	$109M	6.25%	-28,996	13F-HR Timeline Group
RTD Financial Advisors, Inc.	141,776	$22.8M	2.49%	-1,928	13F-HR Timeline
LBJ Family Wealth Advisors, Ltd.	125,841	$20.2M	10.33%	+979	13F-HR Timeline
MFA WEALTH ADVISORS, LLC	58,612	$9.42M	1.6%	+48,730	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	52,781	$8.48M	0.96%	-231	13F-HR Timeline
Farther Finance Advisors, LLC	48,141	$7.74M	0.05%	+4,372	13F-HR Timeline
Councilor Wealth, LLC	34,056	$5.47M	2.26%	-1,395	13F-HR Timeline
Whitaker-Myers Wealth Managers, LTD.	33,788	$5.43M	0.88%	-7,444	13F-HR Timeline
LWM ADVISORS INC	31,544	$5.07M	3.83%	+98	13F-HR Timeline
Friday Financial	22,888	$3.7M	0.73%	+15,922	13F-HR Timeline
Atlas Brown,Inc.	20,020	$3.22M	0.85%	-19	13F-HR Timeline
SACKS & ASSOCIATES, LLC	6,322	$1.02M	0.71%	-176	13F-HR Timeline
Asempa Wealth Advisors	6,006	$972K	0.76%	-2,166	13F-HR Timeline
Prosperity Planning, Inc.	5,976	$961K	0.21%	-110	13F-HR Timeline
ROCKLAND TRUST CO	5,549	$892K	0.03%	+826	13F-HR Timeline
Valeo Financial Advisors, LLC	5,026	$810K	0.02%	-12	13F-HR Timeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	4,954	$796K	0.07%	+116	13F-HR Timeline Group
City Center Advisors, LLC	4,877	$784K	0.6%	-12	13F-HR Timeline
Avidian Wealth Enterprises, LLC	4,129	$664K	0.02%	new	13F-HR Timeline
Apella Capital, LLC	4,028	$656K	0.01%	+28	13F-HR Timeline
FINANCIAL MANAGEMENT NETWORK INC	4,014	$653K	0.09%	-30	13F-HR Timeline
Paladin Partners, LLC	4,030	$648K	0.4%	0	13F-HR Timeline
JP Wealth Management, Inc.	5,868	$626K	0.4%	0	13F-HR Timeline
Grove Bank & Trust	3,141	$505K	0.05%	0	13F-HR Timeline
Breakwater Capital Group	3,044	$489K	0.06%	+5	13F-HR Timeline
DIVERSIFIED MANAGEMENT INC	2,976	$478K	0.08%	+101	13F-HR Timeline
DAVIDSON TRUST CO	2,920	$469K	0.19%	0	13F-HR Timeline
ACIMA PRIVATE WEALTH, LLC	2,585	$416K	0.12%	0	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	2,392	$384K	0.1%	-192	13F-HR Timeline
EASTERN BANK	2,284	$367K	0.01%	-112	13F-HR Timeline
Lee, Kelleher & Klein Wealth Management	2,135	$343K	0.18%	0	13F-HR Timeline
S.E.E.D. Planning Group LLC	2,091	$336K	0.08%	new	13F-HR Timeline
Montecito Bank & Trust	1,765	$284K	0.04%	-46	13F-HR Timeline
Balefire, LLC	1,730	$278K	0.04%	-55	13F-HR Timeline
Cooper Financial Group	1,704	$274K	0.02%	0	13F-HR Timeline
GILPIN WEALTH MANAGEMENT, LLC	1,700	$273K	0.18%	0	13F-HR Timeline
LAWOOD & CO	1,622	$261K	0.18%	-18	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	1,595	$257K	0.02%	-7,859	13F-HR Timeline
Wealth Science Advisors LLC	1,554	$250K	0.11%	0	13F-HR Timeline
Versant Capital Management, Inc	1,505	$242K	0.02%	0	13F-HR Timeline
Everhart Financial Group, Inc.	1,318	$212K	0.01%	0	13F-HR Timeline
First Citizens Financial Corp	1,297	$208K	0.09%	0	13F-HR Timeline
YHB Investment Advisors, Inc.	1,270	$204K	0.01%	0	13F-HR Timeline
GAMMA Investing LLC	1,217	$196K	0.01%	+140	13F-HR Timeline
Polaris Financial Partners	1,050	$170K	0.08%		13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	861	$138K	0.04%	+13	13F-HR Timeline
Trust Co	749	$120K	0.01%	+32	13F-HR Timeline
CoreCap Advisors, LLC	709	$114K	<0.01%	-71	13F-HR Timeline
STEPH & CO	679	$109K	0.03%	0	13F-HR Timeline
Acropolis Investment Management, LLC	666	$107K	<0.01%	0	13F-HR Timeline
CX Institutional	601	$97K	<0.01%	+2	13F-HR Timeline
GoalVest Advisory LLC	531	$85.4K	0.01%	0	13F-HR Timeline
Olistico Wealth, LLC	474	$76.2K	0.03%	-30	13F-HR Timeline
Bangor Savings Bank	466	$74.9K	0.01%	0	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	435	$69.9K	<0.01%	+11	13F-HR Timeline
Wealth Enhancement Trust Services, Inc.	303	$48.7K	0.01%	0	13F-HR Timeline
Horizons Wealth Management	279	$44.8K	0.03%		13F-HR Timeline
Rosenberg Matthew Hamilton	255	$41K	0.01%	0	13F-HR Timeline
Bank of New Hampshire	213	$34.2K	0.01%	0	13F-HR Timeline
Roxbury Financial LLC	177	$28.5K	0.02%	0	13F-HR Timeline
Planning Strategies Inc.	136	$21.9K	0.01%	0	13F-HR Timeline
Bullock Wealth Management Group	87	$14.2K	0.01%	0	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	75	$12.1K	<0.01%	new	13F-HR Timeline Group
AMERICAN NATIONAL BANK & TRUST	74	$11.9K	<0.01%	0	13F-HR Timeline
Davis Capital Management	52	$8.36K	<0.01%	new	13F-HR Timeline
FIRST COMMUNITY TRUST NA	41	$6.59K	<0.01%	0	13F-HR Timeline