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Disclosery

IYW ISHARES TR

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SHS (fund)

1,280 managers (1,296 13F filers) reported a position in IYW shares at 2026-06-30, 51,872,807 shares in all. 159 filers opened a position and 45 filers sold out during the quarter.

Managers
1,280
13F filers
1,296
New
159
Added
279
Reduced
488
Sold out
45
Shares held by filers
51,872,807

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY4,965,507$1.25B0.07%-63,78413F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,549,815$1.15B14.37%+4,22513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,434,260$866M0.06%+24,90913F-HRTimelineGroup
LPL Financial LLC3,035,854$766M0.17%-4,34813F-HRTimeline
UBS Group AGgroup of 2 filers holding1,740,591$439M-30,376Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,482,795$374M0.07%-23,33713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,435,567$362M0.1%-33,21613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,381,517$348M+31,348Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,337,767$329M0.02%-122,41413F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP1,261,481$311M0.22%+1,183,30813F-HRTimeline
RiverFront Investment Group, LLC1,043,122$263M3.48%+38,10413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA922,417$233M0.04%+29,85613F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …795,221$201M0.16%new13F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC794,128$200M0.1%-183,69713F-HRTimelineGroup
FIL Ltdin group FIL Ltd787,551$199M0.14%+193,37013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC669,449$169M0.21%-31613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.638,240$161M0.19%+39,39813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC593,207$150M0.03%-17,98313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding497,770$126M-18,649Timeline
Cetera Investment Advisers462,996$117M0.11%-46,38613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS394,966$99.6M0.15%+92,26013F-HRTimeline
Portfolio Strategies, Inc.392,227$98.9M9.7%+93513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC389,496$98.2M0.01%+58,50513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…372,361$93.9M0.05%+5,86113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding345,219$87.1M+5,191Timeline
HighTower Advisors, LLC334,262$84.3M0.08%-16,25413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…319,172$80.6M0.45%-27213F-HRTimelineGroup
Dynasty Wealth Management, LLC300,880$75.9M0.56%-51,87613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…293,418$74M0.11%+6,45813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC288,268$72.7M0.15%+68,55513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP300,558$72.1M0.03%+28,48313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP282,300$71.2M0.05%-637,82413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…259,001$65.3M0.03%-139,34313F-HRTimelineGroup
Atlas Legacy Advisors, LLC246,172$61.8M9.15%+8,04713F-HRTimeline
Sanctuary Advisors, LLC241,829$61M0.28%+10,35013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP233,713$59M0.05%-12,94213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.224,115$56.5M<0.01%-28,68713F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC206,739$52.1M0.83%new13F-HRTimeline
Parker Investment Management, LLC204,468$51.6M6.24%-6513F-HRTimeline
Janney Montgomery Scott LLC203,626$51.4M0.1%new13F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding186,282$47M+88,779Timeline
NewEdge Advisors, LLC180,228$45.5M0.14%-2,54713F-HRTimeline
Howard Capital Management Group, LLC176,535$44.5M2.72%-3,72313F-HRTimeline
OneDigital Investment Advisors LLC173,863$43.9M0.37%-2,92513F-HRTimeline
FIRST MERCHANTS CORP161,871$40.8M1.44%-3,94913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding161,097$40.6M+2,415Timeline
ASSETMARK, INCin group ASSETMARK, INC160,431$40.5M0.07%+10,74413F-HRTimelineGroup
Creative Planningin group Creative Planning152,265$38.4M0.02%-28713F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK145,376$36.7M0.16%-68913F-HRTimelineGroup
Cambridge Investment Research Advisors,…141,383$35.7M0.08%+6,73413F-HR/ATimeline
Integrated Wealth Concepts LLC132,599$33.4M0.16%+25,20813F-HRTimeline
Compound Planning, Inc.128,742$32.5M0.85%-10,14113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.126,439$31.9M0.19%-10,83813F-HRTimelineGroup
Perigon Wealth Management, LLC113,658$28.7M0.45%-4,13313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding108,900$27.5M+937Timeline
Patton Albertson Miller Group, LLC107,832$27.2M2.71%+1,32413F-HRTimeline
Capital Investment Advisors, LLC105,036$26.5M0.35%-1,04813F-HRTimeline
Mariner, LLCin group Mariner, LLC102,615$25.8M0.03%-32,78013F-HRTimelineGroup
Stillwater Capital Advisors, LLC100,052$25.2M2.57%-78513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC98,807$24.9M0.16%new13F-HRTimelineGroup
FMR LLCin group FMR LLC97,559$24.6M<0.01%+11,43213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC97,544$24.6M0.03%+11,68113F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC94,407$23.8M0.37%-9,36713F-HRTimeline
Private Advisor Group, LLC93,125$23.5M0.11%-83,33113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…92,976$23.3M0.04%+95913F-HRTimeline
Advisory Services Network, LLC91,702$23.1M0.26%-4,45713F-HRTimeline
Perennial Investment Advisors, LLC91,197$23M1.54%-8,34613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/90,781$22.9M0.01%-66713F-HRTimelineGroup
Atria Investments, Inc90,046$22.7M0.23%+13,75813F-HRTimeline
RVW Wealth, LLC89,777$22.6M1.49%+1,01113F-HRTimeline
First Citizens Financial Corp89,186$22.5M9.4%-83113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP88,630$22.4M0.03%-2,74813F-HR/ATimelineGroup
HC Advisors, LLC87,053$22M13.33%-1,97513F-HRTimeline
Mendel Capital Management LLC84,767$21.4M9.62%-1,34113F-HRTimeline
Merit Financial Group, LLC83,644$21.1M0.13%-98813F-HR/ATimeline
Arax Advisory Partners82,347$20.8M0.14%+58,61513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …80,582$20.3M0.13%+23113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP78,430$19.8M0.02%-55313F-HRTimelineGroup
Macro Advisors, Inc.77,817$19.6M6.26%-26,81913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp72,794$18.4M0.31%-24213F-HRTimelineGroup
WCG Wealth Advisors LLC72,429$18.3M0.43%-4,27413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/70,286$17.7M0.02%-41613F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding69,239$17.5M-25,333Timeline
Camarda Financial Advisors, LLC65,684$16.6M5.01%new13F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC64,798$16.3M9.85%+92413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV64,058$16.2M0.02%+17,08013F-HR/ATimeline
Rollins Financial Advisors, LLC63,934$16.1M2.12%+5,07313F-HRTimeline
Pettinga Financial Advisors LLC62,900$15.9M2.54%-7,78513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC62,336$15.7M0.11%-42313F-HRTimeline
Farther Finance Advisors, LLC61,699$15.5M0.12%-4,69213F-HRTimeline
Signature Wealth Management Partners, L…61,513$15.5M7.23%-51813F-HRTimeline
J.W. COLE ADVISORS, INC.60,936$15.4M0.26%new13F-HRTimeline
Finley Financial, LLC60,556$15.3M6.15%-1,06113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC59,554$15M0.01%+52113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC58,678$14.8M0.04%+2,91513F-HRTimelineGroup
Prospera Financial Services Inc57,766$14.6M0.21%-1,38013F-HRTimeline
&PARTNERS57,592$14.4M0.06%-19,37813F-HRTimeline
MAI Capital Management56,352$14.2M0.05%+93413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp55,378$14M0.04%-4,96913F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.54,690$13.8M0.02%-7,90613F-HRTimelineGroup
Stonebridge Financial Planning Group, L…54,362$13.7M4.37%-54313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp52,838$13.3M<0.01%+5,33413F-HRTimelineGroup
Perkins Coie Trust Co52,686$13.3M2.2%-2,73313F-HRTimeline
Belvedere Trading LLC52,411$13.2M1.1%+41,53313F-HRTimeline
Mechanics Bank Trust Department51,874$13.1M1.62%+2,42613F-HRTimeline
Quantinno Capital Management LP51,863$13.1M0.02%-61913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC51,502$13M0.05%-5,42013F-HRTimelineGroup
Steward Partners Investment Advisory, L…50,749$12.8M0.07%-5,97013F-HRTimeline
High Point Wealth Management, LLC50,732$12.8M10.47%-1,38413F-HRTimeline
Cresset Asset Management, LLC49,210$12.4M0.05%+24,60513F-HRTimeline
J.Safra Asset Management Corp47,904$12.1M0.56%013F-HRTimeline
Prime Capital Investment Advisors, LLC47,802$12.1M0.12%-1,19013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC47,508$12M0.22%+25,03313F-HRTimeline
OpenArc Corporate Advisory, LLC46,701$11.8M0.14%-8,74713F-HRTimeline
CERTUITY, LLC46,029$11.6M0.57%+1313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC45,985$11.6M0.47%+1,27913F-HRTimeline
Bleakley Financial Group, LLC45,878$11.6M0.15%-78813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management45,565$11.5M0.35%-45713F-HRTimelineGroup
IHT Wealth Management, LLC45,383$11.4M0.24%-3,19513F-HRTimeline
Cadent Capital Advisors, LLC45,056$11.4M2.36%-4,67613F-HRTimeline
Essex LLC44,767$11.3M1.71%-3,08213F-HRTimeline
Crown Wealth Group, LLC44,221$11.2M2.84%+8,50513F-HRTimeline
Lifelong Wealth Advisors, Inc.43,554$11M2.59%-7,46413F-HRTimeline
SWMG, LLC43,987$10.9M2.57%+11,72713F-HRTimeline
BBR PARTNERS, LLC43,189$10.9M0.51%013F-HRTimeline
PITTENGER & ANDERSON INC43,015$10.8M0.39%013F-HRTimeline
Three Seasons Wealth, LLC42,945$10.8M0.99%+41,23613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC42,796$10.8M0.14%+83013F-HRTimeline
KICKSTAND VENTURES, LLC.42,688$10.8M1.96%-11,27713F-HRTimeline
Federation des caisses Desjardins du Qu…42,123$10.6M0.03%-1,28513F-HRTimeline
CoreCap Advisors, LLC40,859$10.3M0.3%+15,87713F-HRTimeline
One Wealth Advisors, LLC40,648$10.3M1.13%-45713F-HRTimeline
SCOTIA CAPITAL INC.40,341$10.2M0.04%+1,40213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP40,124$10.1M<0.01%+4,53513F-HRTimelineGroup
Dynamic Advisor Solutions LLC39,953$10.1M0.29%-3,51513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.39,370$9.93M0.01%+88113F-HRTimelineGroup
TABLEAUX LLC38,529$9.72M4.09%-3,25513F-HRTimeline
Simmons Bankin group Simmons Bank38,347$9.67M0.55%-25813F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding37,546$9.47M-1,169Timeline
Ashton Thomas Private Wealth, LLC37,237$9.39M0.2%-51813F-HRTimeline
Keebeck Wealth Management37,163$9.37M0.92%-1,90813F-HRTimeline
HARBOUR INVESTMENTS, INC.36,919$9.31M0.13%+2,29013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…36,499$9.21M0.02%-26,62413F-HRTimelineGroup
Strategic Blueprint, LLC36,296$9.15M0.46%-2,78213F-HRTimeline
Prostatis Group LLC36,208$9.13M2.13%-4,05513F-HRTimeline
Central Pacific Bank - Trust Division36,065$9.1M0.92%+18,43513F-HRTimeline
EP Wealth Advisors, LLC34,871$8.8M0.03%+2,17813F-HRTimeline
IFP Advisors, Inc33,944$8.56M0.15%-1,44113F-HRTimeline
Gerald Baker Financial Group LLC33,520$8.45M2.41%-11013F-HRTimeline
Kingsman Wealth Management, Inc.33,318$8.4M3.93%-34713F-HRTimeline
IEQ CAPITAL, LLC32,935$8.31M0.04%+36513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC32,931$8.31M1.29%-68513F-HRTimeline
STALEY CAPITAL ADVISERS INC32,810$8.28M0.32%013F-HRTimeline
Valor Advisors LLC32,477$8.19M6.04%013F-HRTimeline
Empirical Asset Management, LLC32,446$8.18M1.84%-2,91813F-HRTimeline
Fortitude Family Office, LLC32,215$8.13M1.58%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.32,169$8.11M0.9%new13F-HR/ATimeline
Summit Financial Consulting LLC31,841$8.03M5.45%+30,03813F-HRTimeline
CPR Investments Inc.30,918$7.8M6%+5,95913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC30,220$7.62M1.11%013F-HRTimeline
WealthBridge Capital Management, LLC30,218$7.62M1.51%-1,13213F-HRTimeline
1832 Asset Management L.P.29,900$7.54M0.01%+3,24213F-HRTimeline
CFS Investment Advisory Services, LLC30,884$7.52M0.5%-2,21313F-HRTimeline
First Heartland Consultants, Inc.29,777$7.51M0.49%-1,48313F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC29,758$7.51M0.44%+13913F-HRTimeline
BLAIR WILLIAM & CO/IL29,713$7.49M0.02%+33613F-HRTimeline
INTEGRITY ALLIANCE, LLC.29,147$7.35M0.23%-2,95513F-HRTimeline
Runnymede Capital Advisors, Inc.28,930$7.3M4.35%-2013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,645$7.23M<0.01%+10,60113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…28,600$7.21M0.15%+4,70713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\28,085$7.08M0.01%+60113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC27,803$7.01M0.01%+87513F-HRTimelineGroup
Quotient Wealth Partners, LLC27,770$7M0.17%-20613F-HRTimeline
Valmark Advisers, Inc.27,663$6.98M0.07%+28513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers27,455$6.92M0.01%+1,47113F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…27,387$6.91M0.02%+10,85413F-HRTimeline
Gallagher Capital Advisors, LLC27,388$6.89M3.94%+1,31213F-HRTimeline
Montecito Bank & Trust27,245$6.87M1.03%-10613F-HRTimeline
Koshinski Asset Management, Inc.27,063$6.83M0.36%+1913F-HRTimeline
Security Financial Services, INC.26,906$6.79M0.94%-19213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…26,560$6.7M0.08%-13613F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding26,533$6.69M-4,451Timeline
AdvisorShares Investments LLC26,393$6.66M0.8%+17,26113F-HRTimeline
Sigma Planning Corp26,378$6.65M0.17%-6,64613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,370$6.65M0.14%+3,62513F-HRTimelineGroup
Carnegie Investment Counsel26,353$6.65M0.13%-1,08013F-HRTimeline
MA Private Wealth26,280$6.63M0.99%-16,92413F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA26,870$6.63M0.19%+8313F-HRTimelineGroup
Financial Freedom, LLC26,237$6.62M3.04%-9313F-HRTimeline
Ethos Financial Group, LLC25,895$6.53M0.44%-19913F-HRTimeline
Ciovacco Capital Management LLC25,866$6.52M2.9%+18613F-HRTimeline
S&A Financial Services, Inc.25,761$6.5M3.97%-3,29713F-HRTimeline
Centerline Wealth Advisors, LLC25,688$6.48M2.03%-5,54713F-HRTimeline
Avidian Wealth Enterprises, LLC25,661$6.47M0.18%-29613F-HRTimeline
Parallel Advisors, LLC25,399$6.41M0.1%+47313F-HRTimeline
Forthright Family Wealth Advisory LLC25,388$6.4M3.62%-4,88013F-HRTimeline
Elevated Financial Group LLC25,314$6.38M1.8%+94813F-HRTimeline
Focus Financial Network, Inc.24,743$6.24M0.19%+28113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…24,650$6.22M0.07%+113F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd24,569$6.2M0.08%new13F-HRTimelineGroup