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Disclosery

IYW ISHARES TR

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SHS (fund)

1,141 managers (1,152 13F filers) reported a position in IYW shares at 2024-12-31, 79,943,638 shares in all. 54 filers opened a position and 43 filers sold out during the quarter.

Managers
1,141
13F filers
1,152
New
54
Added
367
Reduced
400
Sold out
43
Shares held by filers
79,943,638

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Centerline Wealth Advisors, LLC36,567$5.84M3.42%13F-HRTimeline
Crown Wealth Group, LLC36,432$5.81M2.36%+4,84413F-HRTimeline
Midwest Capital Advisors, LLC36,402$5.81M4.24%13F-HRTimeline
Amundiin group Amundi35,920$5.78M<0.01%+3,00913F-HRTimelineGroup
TABLEAUX LLC36,085$5.76M4.76%13F-HRTimeline
WealthBridge Capital Management, LLC35,328$5.64M1.57%-37713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…33,610$5.57M0.32%+41813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,328$5.48M0.01%+15,67613F-HRTimelineGroup
CoreCap Advisors, LLC33,959$5.42M0.25%-18,87213F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC33,732$5.38M0.4%+1,98213F-HRTimeline
IFP Advisors, Inc33,691$5.37M0.18%+20,47613F-HRTimeline
Madrona Financial Services, LLC33,675$5.37M1.46%+1,89713F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC33,457$5.34M0.98%-12513F-HRTimeline
PFG Investments, LLC33,269$5.31M0.33%+18,91713F-HRTimeline
STALEY CAPITAL ADVISERS INC33,025$5.27M0.23%-7513F-HRTimeline
Kilter Group LLC32,835$5.24M3.41%13F-HRTimeline
SWMG, LLC31,544$5.23M2.09%+2,57113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC32,607$5.2M0.9%+2,29313F-HRTimeline
Carnegie Investment Counsel32,284$5.15M0.15%-60313F-HRTimeline
Sigma Planning Corp32,243$5.14M0.16%-94413F-HRTimeline
AdvisorShares Investments LLC31,996$5.1M0.98%-1,26213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…31,342$5M0.17%+6,11213F-HRTimelineGroup
Graypoint LLC30,958$4.94M0.3%-19713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC30,738$4.9M0.44%-913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC30,719$4.9M<0.01%-18,89113F-HRTimelineGroup
Sovran Advisors, LLC30,987$4.85M0.69%13F-HRTimeline
Maxwell Wealth Strategies Inc.30,400$4.85M1.98%+87713F-HRTimeline
U.S. Capital Wealth Advisors, LLC30,266$4.83M0.15%+20,58413F-HRTimeline
Maia Wealth LLC30,693$4.82M1.04%+18613F-HRTimeline
EWA, LLC30,200$4.82M1.81%+2,23513F-HRTimeline
Avid Wealth Partners LLC30,086$4.8M3.41%-2,14913F-HRTimeline
Trek Financial, LLC29,792$4.75M0.35%-27,46213F-HRTimeline
Cardinal Strategic Wealth Guidance29,681$4.73M1.51%-2,00913F-HRTimeline
Runnymede Capital Advisors, Inc.29,655$4.73M4.13%13F-HRTimeline
BLAIR WILLIAM & CO/IL29,475$4.7M0.01%+2,25813F-HRTimeline
FORTE ASSET MANAGEMENT LLC29,467$4.7M2.5%-2,03313F-HRTimeline
CHOREO, LLC29,289$4.68M0.07%-1,53813F-HRTimeline
Rothschild Wealth LLC29,005$4.63M1.35%+13,70613F-HRTimeline
Financial Freedom, LLC28,811$4.6M2.42%+1,25413F-HRTimeline
Jaffetilchin Investment Partners, LLC28,703$4.58M0.33%+6913F-HRTimeline
Beacon Bridge Wealth Partners, LLC28,626$4.57M1.94%+28213F-HRTimeline
Montecito Bank & Trust28,344$4.52M0.78%+30413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC28,331$4.52M0.1%+3,41113F-HRTimelineGroup
Bay Harbor Wealth Management, LLC28,271$4.51M1.46%+5113F-HRTimeline
Avidian Wealth Enterprises, LLC28,124$4.49M0.2%-45513F-HRTimeline
IFG Advisory, LLC27,979$4.46M0.25%-54113F-HRTimeline
Central Pacific Bank - Trust Division27,972$4.46M0.58%+2,59013F-HRTimeline
Baker Avenue Asset Management, LP27,744$4.43M0.14%+3,48113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…27,689$4.41M0.01%+3,24913F-HR/ATimeline
COUNTRY CLUB BANK27,407$4.41M0.29%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC27,576$4.4M0.08%+13613F-HRTimeline
Financial Management Professionals, Inc.27,375$4.37M0.55%+5313F-HRTimeline
Rathbones Group PLC26,921$4.29M0.02%-1,12013F-HRTimeline
Triad Wealth Partners, LLC26,818$4.28M1.54%+14,15813F-HRTimeline
WealthShield Partners, LLC26,797$4.27M0.61%-72213F-HRTimeline
Gallagher Capital Advisors, LLC26,737$4.27M3.11%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…26,652$4.25M0.06%+78213F-HRTimelineGroup
Parallel Advisors, LLC26,086$4.16M0.09%+18513F-HRTimeline
Meridian Wealth Management, LLC26,021$4.15M0.2%+10,21813F-HRTimeline
Apeiron RIA LLC25,757$4.11M1.15%+4,29213F-HRTimeline
1832 Asset Management L.P.25,707$4.1M0.01%-1,192,60813F-HRTimeline
WBH ADVISORY INC25,559$4.08M0.38%-45613F-HRTimeline
HARBOUR INVESTMENTS, INC.25,170$4.02M0.12%+1,47813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC25,048$4M0.06%-28413F-HRTimeline
CIBC WORLD MARKET INC.25,047$4M0.01%-31813F-HRTimeline
TOWNSQUARE CAPITAL LLC25,044$3.99M0.05%-56,48513F-HRTimeline
Forthright Family Wealth Advisory LLC25,034$3.99M2.6%-2,51413F-HRTimeline
TRUE Private Wealth Advisors24,858$3.97M0.48%-3,67113F-HRTimeline
Mayflower Financial Advisors, LLC24,808$3.96M0.59%+19013F-HRTimeline
Glenview Trust Co24,621$3.93M0.07%+10,45613F-HRTimeline
Weinberger Asset Management, Inc24,367$3.89M1.62%+1113F-HRTimeline
Koshinski Asset Management, Inc.24,254$3.87M0.35%-4,76713F-HRTimeline
EQ LLC24,232$3.87M1.82%+3,14013F-HRTimeline
Gilliland Jeter Wealth Management LLC24,086$3.84M1.3%-26613F-HRTimeline
MMBG INVESTMENT ADVISORS CO.24,053$3.84M0.41%-24,83013F-HRTimeline
DT Investment Partners, LLC23,880$3.81M0.32%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,153$3.69M0.01%+19,35513F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC22,986$3.67M1.73%-48913F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…22,938$3.66M<0.01%+21,63813F-HRTimelineGroup
Secure Asset Management, LLC22,901$3.65M0.55%-1,20713F-HRTimeline
Sunbelt Securities, Inc.22,472$3.62M0.32%-2,11513F-HRTimeline
Sowell Financial Services LLC22,587$3.6M0.19%+3,73813F-HRTimeline
Laidlaw Wealth Management LLC22,403$3.57M1.56%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…22,393$3.57M0.3%-3,167,76313F-HRTimeline
Dale Q Rice Investment Management Ltd22,380$3.57M1.57%13F-HRTimeline
Global Retirement Partners, LLC22,337$3.56M0.1%+5,12613F-HRTimeline
Independent Advisor Alliance22,249$3.55M0.05%new13F-HRTimeline
Western Wealth Management, LLC22,033$3.51M0.23%-4,30613F-HR/ATimeline
PEAPACK GLADSTONE FINANCIAL CORP21,953$3.5M0.05%-78213F-HRTimeline
Acropolis Investment Management, LLC21,466$3.42M0.2%-14113F-HRTimeline
Tradition Wealth Management, LLC21,406$3.41M0.3%-79013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…21,192$3.38M0.01%-29713F-HRTimelineGroup
Quadrant Private Wealth Management, LLC21,048$3.36M0.83%+3,43313F-HRTimeline
Valmark Advisers, Inc.20,967$3.34M0.05%+4,75713F-HRTimeline
SigFig Wealth Management, LLC20,742$3.34M0.12%-37513F-HRTimeline
Smartleaf Asset Management LLC20,548$3.31M0.34%+4,13613F-HRTimeline
IEQ CAPITAL, LLC20,678$3.3M0.03%013F-HRTimeline
NWAM LLC20,616$3.29M0.2%+89613F-HRTimeline
Northeast Financial Consultants Inc20,563$3.28M0.14%013F-HRTimeline
FINANCIAL COUNSELORS INC20,093$3.21M0.05%-1,96713F-HRTimeline
Cobblestone Asset Management LLC20,071$3.2M2.09%-2,31513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC20,000$3.19M0.11%013F-HRTimeline
D.A. DAVIDSON & CO.19,421$3.1M0.03%+38213F-HRTimeline
True Vision MN LLC19,403$3.1M1.84%-45613F-HRTimeline
Hobbs Wealth Management, LLC19,347$3.09M3.53%13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers19,333$3.08M0.01%+3,19713F-HRTimelineGroup
Laurel Wealth Advisors LLC19,192$3.06M0.48%+40013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…19,051$3.04M1.09%+1,73013F-HRTimeline
Quest 10 Wealth Builders, Inc.19,021$3.03M3.02%13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC19,011$3.03M1.54%13F-HRTimeline
Gen-Wealth Partners Inc18,902$3.02M1.3%+14213F-HRTimeline
KKM Financial LLC18,851$3.01M1.25%-3,64413F-HRTimeline
CONDOR CAPITAL MANAGEMENT18,808$3M0.26%-41313F-HRTimeline
Connecticut Wealth Management, LLC18,788$3M0.15%013F-HRTimeline
BridgePort Financial Solutions, LLC19,662$2.99M1.35%13F-HRTimeline
Cresset Asset Management, LLC18,699$2.98M0.01%-4,75313F-HRTimeline
PINNACLE ASSOCIATES LTD18,663$2.98M0.04%+4513F-HRTimeline
Csenge Advisory Group18,479$2.95M0.16%-1,23413F-HRTimeline
True Freedom Investing, LLC18,307$2.92M1.27%13F-HRTimeline
Dynamic Advisor Solutions LLC18,276$2.92M0.13%+56113F-HRTimeline
Shared Vision Wealth Group LLC18,248$2.91M1.53%-69813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI18,047$2.88M0.16%013F-HRTimeline
M1 Capital Management LLC17,979$2.87M1.55%13F-HRTimeline
Caprock Group, LLC17,885$2.85M0.09%+12,58413F-HRTimeline
Matthew Goff Investment Advisor, LLC17,841$2.85M0.53%-4413F-HRTimeline
Spectrum Planning & Advisory Services I…17,828$2.84M2.47%-93313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,802$2.84M0.11%+1,15413F-HRTimelineGroup
EP Wealth Advisors, LLC17,714$2.83M0.02%+5,00213F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC17,589$2.81M0.04%-1,75713F-HRTimelineGroup
FIRST UNITED BANK & TRUST17,483$2.79M1.01%-14213F-HRTimeline
Mosley Wealth Management17,179$2.76M1.71%+5113F-HRTimeline
FLOW TRADERS U.S. LLC17,102$2.73M0.11%new13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK16,888$2.69M0.09%+1,98513F-HRTimelineGroup
PROMETHIUM ADVISORS,LLC16,870$2.69M1.84%013F-HRTimeline
MGO ONE SEVEN LLC16,762$2.67M0.1%-74113F-HRTimeline
Montis Financial, LLC16,753$2.67M0.83%-3,19013F-HRTimeline
Terra Nova Asset Management LLC16,578$2.64M2.01%+12413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC16,541$2.64M0.66%+1,88613F-HRTimelineGroup
Haverford Trust Co16,429$2.62M0.03%013F-HRTimeline
Tempus Wealth Planning, LLC16,405$2.62M0.8%-14713F-HRTimeline
Certus Wealth Management, LLC15,942$2.59M1.74%-45413F-HRTimeline
Ayalon Insurance Comp Ltd.16,230$2.59M0.8%013F-HRTimeline
Wealthspire Advisors, LLC16,088$2.57M0.03%-13113F-HRTimeline
JFS WEALTH ADVISORS, LLC16,088$2.57M0.18%+25713F-HRTimeline
Lane & Associates LLC16,001$2.55M1.32%+1,52613F-HRTimeline
W ADVISORS, LLC15,980$2.55M1.58%+29613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding15,920$2.54M+5,127Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,861$2.53M<0.01%-15713F-HRTimelineGroup
Conservest Capital Advisors, Inc.15,812$2.52M0.26%-34313F-HRTimeline
FIRST MANHATTAN CO. LLC.15,739$2.51M0.01%new13F-HRTimeline
Collier Financial15,726$2.51M2.24%13F-HRTimeline
Strategic Equity Management15,650$2.5M1.05%+1,40813F-HRTimeline
SWP FINANCIAL LLC15,650$2.5M1.51%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…15,546$2.48M0.05%+39413F-HRTimelineGroup
Davis Wealth Advisors, LLC15,499$2.47M2.72%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,477$2.47M<0.01%-11,87213F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC15,368$2.45M0.18%+92113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…15,342$2.45M0.01%+36813F-HRTimeline
Leeward Financial Partners, LLC15,302$2.44M0.87%013F-HRTimeline
UNIQUE WEALTH, LLC15,216$2.43M0.51%+7,35213F-HRTimeline
ADELL HARRIMAN & CARPENTER INC15,100$2.41M0.17%-80013F-HRTimeline
PRIVATE TRUST CO NA15,082$2.41M0.25%-1,17613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,024$2.4M0.03%-5113F-HRTimelineGroup
DUNCKER STREETT & CO INC15,010$2.39M0.44%-1,20013F-HRTimeline
Fort Point Capital Partners LLC15,006$2.39M0.27%+8513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,999$2.39M0.02%+12,97913F-HRTimeline
Keystone Wealth Services, LLC14,956$2.39M0.63%+213F-HRTimeline
Virtue Capital Management, LLC14,945$2.38M0.48%-38313F-HRTimeline
Joel Isaacson & Co., LLC14,923$2.38M0.11%+113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…14,863$2.37M0.23%-12313F-HRTimelineGroup
HB Wealth Management, LLC14,806$2.36M0.02%-7613F-HRTimeline
Vertex Planning Partners, LLC14,777$2.36M0.52%+61813F-HRTimeline
Second Half Financial Partners, LLC14,753$2.35M1.15%new13F-HRTimeline
My Legacy Advisors, LLC14,615$2.34M0.91%-44913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC14,658$2.34M1.16%-91413F-HRTimeline
FFG RETIREMENT ADVISORS LLC14,570$2.32M1.52%-52313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC14,497$2.31M0.19%-2,37013F-HR/ATimeline
CENTAURUS FINANCIAL, INC.14,332$2.29M0.14%-29513F-HRTimeline
Northwest Capital Management Inc14,234$2.27M0.97%-1,65813F-HRTimeline
Roof Eidam Maycock Peralta, LLC14,165$2.26M0.58%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…14,093$2.25M0.55%-17813F-HRTimeline
CPR Investments Inc.14,065$2.24M2.02%+4,92113F-HRTimeline
Robertson Stephens Wealth Management, L…13,982$2.23M0.08%-5,67713F-HRTimeline
LVW Advisors, LLC13,799$2.2M0.27%+26013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT13,781$2.2M0.16%-3413F-HRTimeline
Waverly Advisors, LLC13,754$2.19M0.03%-3,67413F-HRTimeline
Patriot Financial Group Insurance Agenc…13,712$2.19M0.29%-34613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC13,640$2.18M0.84%+1,50213F-HRTimeline
Advus Financial Partners, LLC13,596$2.17M0.93%-42013F-HR/ATimeline
Lantz Financial LLC13,553$2.16M0.58%-58213F-HRTimeline
Castle Rock Wealth Management, LLC12,939$2.15M0.51%+36313F-HRTimeline
Eagle Strategies LLC13,291$2.12M0.37%+1,65013F-HRTimeline
STOCK YARDS BANK & TRUST CO13,287$2.12M0.07%-2913F-HRTimeline
Arkadios Wealth Advisors13,201$2.11M0.11%+1,91013F-HRTimeline
IBEX WEALTH ADVISORS13,201$2.11M0.25%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC13,149$2.1M0.02%+8,22413F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…13,107$2.09M0.35%-76713F-HRTimeline
Synergy Investment Management, LLC13,100$2.09M0.9%13F-HRTimeline
WADDELL & ASSOCIATES, LLC13,098$2.09M0.21%013F-HR/ATimeline
LongView Wealth Management13,094$2.09M0.64%+5513F-HRTimeline