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Disclosery

IYW ISHARES TR

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SHS (fund)

1,286 managers (1,302 13F filers) reported a position in IYW shares at 2026-06-30, 51,849,296 shares in all. 160 filers opened a position and 47 filers sold out during the quarter.

Managers
1,286
13F filers
1,302
New
160
Added
279
Reduced
492
Sold out
47
Shares held by filers
51,849,296

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
FORT WASHINGTON INVESTMENT ADVISORS INC…24,467$6.17M0.03%-29213F-HRTimeline
USA FINANCIAL FORMULAS24,341$6.14M1.12%13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC24,313$6.13M0.07%-31013F-HRTimeline
Gilliland Jeter Wealth Management LLC24,307$6.13M1.61%+10713F-HRTimeline
Eagle Strategies LLC24,302$6.13M0.61%-1,93113F-HRTimeline
FINANCIAL LIFE ADVISORS24,153$6.09M1.73%-24,48113F-HRTimeline
Cornerstone Wealth Management, LLC23,870$6.02M0.26%+68413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP23,780$6M0.28%+3,92513F-HRTimeline
WBH ADVISORY INC23,717$5.98M0.4%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…23,174$5.85M0.02%+42513F-HRTimelineGroup
Geneos Wealth Management Inc.23,080$5.82M0.12%+9713F-HRTimeline
Weinberger Asset Management, Inc24,422$5.81M1.86%+713F-HRTimeline
Vise Technologies, Inc.22,885$5.77M0.07%+15,53313F-HRTimeline
DT Investment Partners, LLC22,678$5.72M0.43%013F-HRTimeline
Rathbones Group PLC22,596$5.7M0.02%-1,15013F-HRTimeline
Laurel Wealth Advisors LLC22,566$5.69M0.55%-5013F-HRTimeline
IFG Advisory, LLC22,264$5.62M0.2%+21,17413F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…21,828$5.51M0.81%+16113F-HRTimeline
MGO ONE SEVEN LLC21,570$5.44M0.09%+65013F-HRTimeline
Meridian Wealth Management, LLC21,052$5.31M0.16%+1,74113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,013$5.3M0.02%-2,13113F-HRTimeline
Foundations Investment Advisors, LLC20,894$5.27M0.05%+2,57213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC28,877$5.25M0.66%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC20,600$5.2M0.16%-34113F-HRTimelineGroup
Arkadios Wealth Advisors20,475$5.16M0.08%-47913F-HRTimeline
CIBC WORLD MARKET INC.20,377$5.14M0.01%+12613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC20,000$5.04M0.16%-3313F-HRTimeline
HEMMING& WEALTH MANAGEMENT, INC.19,938$5.03M3.06%-49,00913F-HRTimeline
Counterweight Ventures, LLC19,807$5M2.49%-26713F-HRTimeline
Beacon Pointe Advisors, LLC19,325$4.87M0.02%+3,29013F-HRTimeline
Global Retirement Partners, LLC19,322$4.87M0.07%13F-HRTimeline
Acropolis Investment Management, LLC19,300$4.87M0.19%-47713F-HR/ATimeline
Lakeshore Financial Planning, Inc.19,141$4.83M1.55%+72613F-HRTimeline
Mutual Advisors, LLC19,027$4.8M0.09%-1,09613F-HRTimeline
Midwest Trust Co18,998$4.79M0.05%-37913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding20,376$4.79M+11,070Timeline
PEAPACK GLADSTONE FINANCIAL CORP18,839$4.75M0.05%-35513F-HRTimeline
Tennessee Valley Asset Management Partn…18,762$4.73M0.52%+1,12813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …18,730$4.72M0.23%-1,06313F-HRTimeline
Inscription Capital, LLC18,570$4.68M0.42%+50313F-HRTimeline
TIAAgroup of 2 filers holding18,511$4.67M+9,467Timeline
Cypress Wealth Services, LLC18,410$4.64M0.57%-5013F-HRTimeline
Quest 10 Wealth Builders, Inc.18,329$4.62M3.59%+22213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI18,141$4.58M0.21%+86213F-HRTimeline
Joel Isaacson & Co., LLC18,140$4.58M0.13%+113F-HRTimeline
Snowden Capital Advisors LLC18,113$4.57M0.11%-24613F-HRTimeline
PINNACLE ASSOCIATES LTD18,112$4.57M0.05%-59613F-HRTimeline
STOCK YARDS BANK & TRUST CO17,793$4.49M0.13%+2,71313F-HR/ATimeline
Caprock Group, LLC17,783$4.49M0.09%-3713F-HRTimeline
D.A. DAVIDSON & CO.17,704$4.47M0.02%-3,75013F-HRTimeline
Connecticut Wealth Management, LLC17,688$4.46M0.16%-69913F-HRTimeline
Horst & Graben Wealth Management LLC17,838$4.44M0.58%-11613F-HRTimeline
VestGen Advisors, LLC17,467$4.41M0.13%+1,85913F-HRTimeline
RFG Advisory, LLC17,169$4.33M0.07%+113F-HRTimeline
FLOW TRADERS U.S. LLC17,158$4.33M0.18%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,110$4.32M0.04%-97113F-HRTimelineGroup
Terra Nova Asset Management LLC17,021$4.29M2.63%+83713F-HRTimeline
CENTAURUS FINANCIAL, INC.16,861$4.25M0.17%+4,71213F-HRTimeline
Western Wealth Management, LLC16,799$4.24M0.14%-37613F-HRTimeline
Ayalon Insurance Comp Ltd.16,800$4.24M0.52%013F-HRTimeline
Haverford Trust Co16,784$4.23M0.04%013F-HRTimeline
HB Wealth Management, LLC16,774$4.23M0.02%-32713F-HRTimeline
Matthew Goff Investment Advisor, LLC16,670$4.2M0.71%-23313F-HRTimeline
Wallace Hart LLC16,531$4.17M2.61%+1,07113F-HRTimeline
TSA Wealth Managment LLC16,376$4.13M1.17%-1,76713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC16,375$4.13M0.4%-1,15313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC16,287$4.11M1.1%+22013F-HRTimeline
Wealthspire Advisors, LLC16,263$4.1M0.02%+2,68213F-HRTimeline
Tyche Wealth Partners LLC16,055$4.05M0.57%+5613F-HRTimeline
Arete Wealth Advisors, LLC16,036$4.04M0.27%new13F-HR/ATimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC16,013$4.04M1.22%+1,51213F-HRTimelineGroup
Mullooly Asset Management, Inc.15,926$4.02M1.24%+6513F-HRTimeline
FIRST MANHATTAN CO. LLC.15,903$4.01M0.01%-1313F-HRTimeline
Gotham Asset Management, LLC15,766$3.98M0.01%-15513F-HRTimeline
Teucrium Investment Advisors, LLC15,760$3.98M3.54%new13F-HRTimeline
May Hill Capital, LLC15,745$3.97M0.83%+2,02713F-HRTimeline
Icon Wealth Advisors, LLC15,600$3.93M0.24%-30813F-HRTimeline
Regal Investment Advisors LLC15,520$3.91M0.2%+26113F-HRTimeline
WEALTH ALLIANCE, LLC15,443$3.9M0.33%-52613F-HRTimeline
Sanchez Gaunt Capital Management, LLC15,441$3.89M2.17%-15613F-HRTimeline
Waverly Advisors, LLC15,411$3.89M0.02%+65713F-HRTimeline
Sovran Advisors, LLC16,689$3.88M0.29%-1,50113F-HRTimeline
Adams Wealth Management15,323$3.86M0.74%-28913F-HRTimeline
CacheTech Inc.15,323$3.86M0.63%-28913F-HRTimeline
CHOREO, LLC15,242$3.84M0.04%-50413F-HRTimeline
Commonwealth Financial Services, LLC15,205$3.84M0.52%-36113F-HRTimeline
PROMETHIUM ADVISORS,LLC15,060$3.8M1.82%-22513F-HRTimeline
Leeward Financial Partners, LLC15,002$3.78M0.99%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.14,991$3.78M0.3%013F-HRTimeline
Integrity Advisory Solutions, LLC14,985$3.78M0.39%-28913F-HRTimeline
FORTE ASSET MANAGEMENT LLC14,958$3.77M1.54%-1,45113F-HRTimeline
Second Half Financial Partners, LLC14,955$3.77M1.55%+10013F-HRTimeline
W ADVISORS, LLC14,834$3.74M1.7%-713F-HRTimeline
EWA, LLC14,579$3.68M0.67%+34613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT14,395$3.63M0.22%-3513F-HRTimeline
Stonebridge Financial Group, LLC/CA14,238$3.59M0.5%13F-HRTimeline
FIRST UNITED BANK & TRUST14,137$3.57M1.03%-40713F-HRTimeline
Daybright Advisory Services, Inc.14,506$3.45M0.82%-17,47813F-HRTimeline
Avior Wealth Management, LLC13,673$3.45M0.09%+2,01513F-HRTimeline
Lakeshore Capital Group, Inc.13,621$3.44M2.54%-7113F-HRTimeline
Glenview Trust Co13,587$3.43M0.05%-1,47313F-HR/ATimeline
Tempus Wealth Planning, LLC13,504$3.41M0.67%-33313F-HRTimeline
Roof Eidam Maycock Peralta, LLC13,408$3.38M0.67%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC13,333$3.36M0.01%+50813F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED13,332$3.36M0.2%+1,53613F-HRTimeline
EARNED WEALTH ADVISORS, LLC13,317$3.36M0.22%+2,01613F-HRTimeline
WADDELL & ASSOCIATES, LLC13,316$3.36M0.17%013F-HRTimeline
EQ LLC13,310$3.36M0.82%+83913F-HRTimeline
Conservest Capital Advisors, Inc.13,284$3.35M0.27%-20113F-HRTimeline
CONDOR CAPITAL MANAGEMENT13,282$3.35M0.25%-1,13713F-HRTimeline
PFG Investments, LLC13,082$3.3M0.13%-20513F-HRTimeline
Financial Perspectives, Inc12,996$3.28M0.8%+7213F-HRTimeline
LongView Wealth Management12,509$3.16M0.81%-17813F-HRTimeline
LRI Investments, LLC12,465$3.14M0.25%013F-HRTimeline
Concorde Asset Management, LLC12,266$3.09M1.79%+50713F-HRTimeline
DUNCKER STREETT & CO INC12,153$3.07M0.52%-1,40213F-HRTimeline
Montis Financial, LLC12,085$3.05M0.62%-30313F-HRTimeline
AE Wealth Management LLC12,024$3.03M0.01%-1,77413F-HRTimeline
Keystone Wealth Services, LLC11,984$3.02M0.56%+3313F-HRTimeline
Amundiin group Amundi11,907$3M<0.01%-5,42013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,855$2.99M0.03%+26213F-HRTimelineGroup
KKM Financial LLC11,857$2.99M0.41%-1,64813F-HRTimeline
Virtue Capital Management, LLC11,808$2.98M0.4%new13F-HRTimeline
Outlook Wealth Advisors, LLC11,758$2.97M0.64%+35913F-HRTimeline
Allworth Financial LP11,740$2.96M0.01%-76213F-HRTimeline
AdvisorNet Financial, Inc11,642$2.94M0.13%+41413F-HRTimeline
Bragg Financial Advisors, Inc11,615$2.93M0.08%-6413F-HRTimeline
Oak Barrel Wealth Advisory LLC11,580$2.92M1.29%13F-HRTimeline
Principle Wealth Partners LLC11,548$2.91M0.14%013F-HRTimeline
NWAM LLC11,542$2.91M0.15%-22713F-HRTimeline
Mayflower Financial Advisors, LLC11,542$2.91M0.25%-1,59813F-HRTimeline
Redwood Financial Network Corp11,456$2.89M1.6%+50213F-HRTimeline
ONE Advisory Partners, LLC11,300$2.85M0.78%-55413F-HRTimeline
NorthRock Partners, LLC11,188$2.82M0.04%-3,46313F-HRTimeline
SeaCrest Wealth Management, LLC11,159$2.81M0.31%+5413F-HRTimeline
Dale Q Rice Investment Management Ltd11,143$2.81M1.52%-5213F-HRTimeline
Ballew Advisors, Inc11,538$2.81M1.45%+213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,116$2.8M0.4%-12313F-HRTimeline
Aptus Capital Advisors, LLC11,098$2.8M0.02%+1,72213F-HRTimeline
Steelhead Wealth Management LLC10,929$2.76M1.11%-41913F-HRTimeline
Legacy Private Trust Co.10,895$2.75M0.15%-26313F-HRTimeline
Castle Rock Wealth Management, LLC11,002$2.74M0.54%-24413F-HRTimeline
Canvas Wealth Advisors, LLC10,702$2.7M0.38%013F-HRTimeline
Patriot Financial Group Insurance Agenc…10,682$2.69M0.28%-10,67213F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC10,606$2.68M0.03%013F-HRTimelineGroup
Nova Wealth Management, Inc.10,601$2.67M1.48%-4,07313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,480$2.64M0.02%+1,21813F-HRTimeline
SONATA CAPITAL GROUP INC10,480$2.64M0.85%013F-HRTimeline
Global Financial Private Client, LLC10,464$2.64M0.72%013F-HRTimeline
Coastal Bridge Advisors, LLC10,410$2.63M0.16%013F-HRTimeline
Apella Capital, LLC10,760$2.62M0.04%+213F-HRTimeline
NCM Capital Management, LLC10,359$2.61M0.81%-6313F-HRTimeline
Avid Wealth Partners LLC10,348$2.61M1.26%-15,88513F-HRTimeline
PATTEN & PATTEN INC/TN10,273$2.59M0.14%013F-HRTimeline
AVALON CAPITAL MANAGEMENT10,265$2.59M0.61%new13F-HRTimeline
WESBANCO BANK INC10,225$2.58M0.06%+913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,119$2.55M0.03%+1413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management10,047$2.53M0.03%+313F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.10,286$2.53M0.14%+14713F-HRTimeline
Wealthspire Retirement, LLC10,059$2.52M0.14%-413F-HRTimeline
BEACON FINANCIAL GROUP9,927$2.5M0.23%-15213F-HRTimeline
WealthCare Investment Partners, LLC9,895$2.5M0.61%-28013F-HRTimeline
Kovack Advisors, Inc.9,955$2.49M0.12%-1,42513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,994$2.49M0.15%+82413F-HRTimeline
Magnus Financial Group LLC9,825$2.48M0.18%+513F-HRTimeline
Visionary Wealth Advisors9,810$2.47M0.1%-5913F-HRTimeline
Northside Capital Management, LLC9,800$2.47M0.2%013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.9,618$2.43M0.99%+23013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding9,599$2.42M-194Timeline
Csenge Advisory Group9,568$2.41M0.1%-30113F-HRTimeline
Maltin Wealth Management, Inc.9,510$2.4M0.8%-2513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC9,262$2.34M0.2%-5013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC9,258$2.34M0.27%-1713F-HRTimeline
MERIDIAN MANAGEMENT CO9,200$2.32M0.52%013F-HRTimeline
RWA WEALTH PARTNERS, LLC9,146$2.31M0.02%013F-HRTimeline
Kelly Financial Services LLC9,089$2.29M0.49%-19113F-HRTimeline
First National Trust Co9,039$2.28M0.08%013F-HRTimeline
Aviance Capital Partners, LLC8,886$2.24M0.23%-33113F-HRTimeline
Investment Advisory Group, LLC8,822$2.23M0.48%+8413F-HRTimeline
Maia Wealth LLC8,810$2.22M0.33%-81913F-HRTimeline
Samara Investment Management, LLC8,757$2.21M2.03%+19113F-HRTimeline
Advisory Alpha, LLC8,609$2.17M0.05%-40113F-HRTimeline
HRT FINANCIAL LP8,606$2.17M<0.01%new13F-HRTimeline
HCR Wealth Advisors8,516$2.15M0.19%-13813F-HRTimeline
Balance Wealth Partners LLC8,508$2.15M0.57%+3813F-HRTimeline
TD Waterhouse Canada Inc.8,622$2.14M0.01%+1,67713F-HRTimeline
BOSTON FAMILY OFFICE LLC8,500$2.14M0.13%-1,00013F-HRTimeline
AlphaCore Capital LLC8,483$2.14M0.04%-98513F-HRTimeline
Chesley Taft & Associates LLC8,421$2.12M0.08%-13013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,379$2.11M0.06%+11913F-HRTimelineGroup
Modern Wealth Management, LLC8,372$2.11M0.03%+52813F-HRTimeline
DAVENPORT & Co LLC8,370$2.11M0.01%+19013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,334$2.1M<0.01%013F-HRTimelineGroup
Allied Private Wealth LLC8,538$2.09M1.34%13F-HRTimeline
Lewis Asset Management, LLC8,277$2.09M0.73%-3513F-HRTimeline
CX Institutional8,205$2.07M0.06%-4513F-HRTimeline
CPWA, LLC8,198$2.07M2.4%-16713F-HRTimeline
Intrepid Financial Planning Group LLC8,198$2.07M0.7%+613F-HRTimeline
Advus Financial Partners, LLC8,192$2.07M0.59%-3,21613F-HR/ATimeline
Aprio Wealth Management, LLC8,059$2.03M0.1%-3413F-HRTimeline