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Disclosery

IYW ISHARES TR

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SHS (fund)

1,091 managers (1,102 13F filers) reported a position in IYW shares at 2025-03-31, 82,173,716 shares in all. 58 filers opened a position and 93 filers sold out during the quarter.

Managers
1,091
13F filers
1,102
New
58
Added
426
Reduced
371
Sold out
93
Shares held by filers
82,173,716

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
First Heartland Consultants, Inc.37,167$5.22M0.54%-3,50213F-HRTimeline
Summit Financial Consulting LLC36,761$5.16M4.79%13F-HRTimeline
Mutual Advisors, LLC36,122$5.14M0.15%-1,78113F-HRTimeline
Centerline Wealth Advisors, LLC36,584$5.14M3.06%+1713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,583$5.14M0.01%+13,43013F-HR/ATimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC35,943$5.05M0.07%+10,89513F-HRTimeline
WealthBridge Capital Management, LLC34,666$4.87M1.38%-66213F-HRTimeline
Legacy Financial Group LLC34,504$4.85M0.75%+1,16113F-HRTimeline
FORTE ASSET MANAGEMENT LLC34,400$4.83M2.43%+4,93313F-HRTimeline
AdvisorShares Investments LLC33,739$4.79M0.94%+1,74313F-HRTimeline
Kilter Group LLC33,901$4.76M3.11%+1,06613F-HRTimeline
Cardinal Strategic Wealth Guidance33,840$4.75M1.52%+4,15913F-HRTimeline
Avid Wealth Partners LLC33,513$4.71M3.19%+3,42713F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC33,438$4.7M0.86%+83113F-HRTimeline
Crown Wealth Group, LLC33,383$4.69M2.43%-3,04913F-HRTimeline
Geneos Wealth Management Inc.33,319$4.68M0.07%+23,20713F-HRTimeline
STALEY CAPITAL ADVISERS INC33,080$4.65M0.21%+5513F-HRTimeline
PFG Investments, LLC32,980$4.63M0.3%-28913F-HRTimeline
Rothschild Wealth LLC32,867$4.62M1.29%+3,86213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC32,669$4.59M0.1%+4,33813F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC32,625$4.58M0.88%-83213F-HRTimeline
EWA, LLC32,494$4.56M1.7%+2,29413F-HRTimeline
SWMG, LLC31,641$4.5M1.79%+9713F-HRTimeline
Triad Wealth Partners, LLC32,024$4.5M1.4%+5,20613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd31,797$4.46M0.1%new13F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC31,356$4.4M1.88%+2,73013F-HRTimeline
CoreCap Advisors, LLC30,947$4.35M0.19%-3,01213F-HRTimeline
BLAIR WILLIAM & CO/IL30,708$4.31M0.01%+1,23313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC30,164$4.29M0.36%-57413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…27,542$4.28M0.17%-3,80013F-HRTimelineGroup
Bay Harbor Wealth Management, LLC30,300$4.26M1.35%+2,02913F-HRTimeline
Invst, LLC30,067$4.22M0.58%-20,93213F-HRTimeline
Maia Wealth LLC30,873$4.22M0.96%+18013F-HRTimeline
Graypoint LLC29,936$4.2M0.26%-1,02213F-HRTimeline
EWG Elevate Inc.29,518$4.15M1.57%+18,82813F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP29,340$4.13M<0.01%-25,77513F-HRTimeline
UNIQUE WEALTH, LLC29,347$4.12M0.78%+14,13113F-HRTimeline
Baker Avenue Asset Management, LP29,221$4.1M0.13%+1,47713F-HRTimeline
Runnymede Capital Advisors, Inc.29,215$4.1M3.94%-44013F-HRTimeline
Jaffetilchin Investment Partners, LLC28,937$4.06M0.29%+23413F-HRTimeline
IFG Advisory, LLC28,561$4.01M0.22%+58213F-HRTimeline
Sovran Advisors, LLC30,385$3.99M0.52%-60213F-HRTimeline
U.S. Capital Wealth Advisors, LLC28,163$3.96M0.12%-2,10313F-HRTimeline
Montecito Bank & Trust28,151$3.95M0.7%-19313F-HRTimeline
Avidian Wealth Enterprises, LLC28,115$3.95M0.18%-913F-HRTimeline
CHOREO, LLC27,898$3.92M0.06%-1,39113F-HRTimeline
Kingsman Wealth Management, Inc.27,771$3.9M2.85%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…27,692$3.89M0.34%+5,29913F-HRTimeline
HARBOUR INVESTMENTS, INC.27,613$3.88M0.11%+2,44313F-HRTimeline
WealthShield Partners, LLC27,373$3.84M0.5%+57613F-HRTimeline
Financial Freedom, LLC27,307$3.84M2.2%-1,50413F-HRTimeline
EQ LLC26,963$3.79M1.77%+2,73113F-HRTimeline
Rathbones Group PLC26,943$3.78M0.02%+2213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…26,832$3.77M0.09%-26,70613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…26,811$3.77M0.06%+15913F-HRTimelineGroup
Gallagher Capital Advisors, LLC26,778$3.76M2.87%+4113F-HRTimeline
Ethos Financial Group, LLC26,422$3.71M0.35%new13F-HRTimeline
Parallel Advisors, LLC26,366$3.7M0.08%+28013F-HRTimeline
Prostatis Group LLC26,320$3.7M1.17%-25,99113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC26,268$3.69M0.07%-1,30813F-HRTimeline
Mayflower Financial Advisors, LLC26,264$3.69M0.56%+1,45613F-HRTimeline
Carnegie Investment Counsel29,119$3.64M0.09%-3,16513F-HRTimeline
McNaughton Wealth Management, LLC25,824$3.63M1.76%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC25,727$3.61M0.12%-13,21313F-HRTimeline
Forthright Family Wealth Advisory LLC25,613$3.6M2.38%+57913F-HRTimeline
Meridian Wealth Management, LLC25,332$3.56M0.17%-68913F-HRTimeline
COUNTRY CLUB BANK24,791$3.49M0.23%-2,61613F-HRTimeline
WBH ADVISORY INC24,813$3.48M0.33%-74613F-HRTimeline
RFG Advisory, LLC24,787$3.48M0.09%-19,94713F-HRTimeline
CIBC WORLD MARKET INC.24,645$3.46M0.01%-40213F-HRTimeline
TOWNSQUARE CAPITAL LLC24,484$3.44M0.04%-56013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC24,466$3.44M<0.01%+8,60513F-HRTimelineGroup
Koshinski Asset Management, Inc.24,410$3.43M0.29%+15613F-HRTimeline
Weinberger Asset Management, Inc24,379$3.42M1.47%+1213F-HRTimeline
MMBG INVESTMENT ADVISORS CO.24,053$3.38M0.38%013F-HRTimeline
Secure Asset Management, LLC23,692$3.33M0.67%+79113F-HRTimeline
Quadrant Private Wealth Management, LLC23,658$3.32M0.83%+2,61013F-HRTimeline
ShoreHaven Wealth Partners, LLC23,548$3.31M1.58%+56213F-HRTimeline
Cobblestone Asset Management LLC23,373$3.28M1.92%+3,30213F-HRTimeline
Sunbelt Securities, Inc.22,763$3.2M0.29%+29113F-HRTimeline
Smartleaf Asset Management LLC22,727$3.2M0.31%+2,17913F-HRTimeline
DT Investment Partners, LLC22,678$3.18M0.31%-1,20213F-HRTimeline
Western Wealth Management, LLC22,558$3.17M0.21%+52513F-HRTimeline
Dale Q Rice Investment Management Ltd22,380$3.14M1.62%013F-HRTimeline
Gilliland Jeter Wealth Management LLC22,186$3.12M1.1%-1,90013F-HRTimeline
Valmark Advisers, Inc.22,098$3.1M0.05%+1,13113F-HRTimeline
Arkadios Wealth Advisors21,965$3.08M0.12%+8,76413F-HRTimeline
Tradition Wealth Management, LLC21,903$3.08M0.27%+49713F-HRTimeline
SigFig Wealth Management, LLC21,271$2.99M0.11%+52913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…21,118$2.97M0.01%-7413F-HRTimelineGroup
Acropolis Investment Management, LLC20,903$2.94M0.17%-56313F-HRTimeline
Spectrum Planning & Advisory Services I…20,748$2.91M2.43%+2,92013F-HRTimeline
IEQ CAPITAL, LLC20,678$2.9M0.02%013F-HRTimeline
Apeiron RIA LLC20,625$2.9M0.88%-5,13213F-HRTimeline
Northeast Financial Consultants Inc20,564$2.89M0.13%+113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP20,476$2.88M0.04%-1,47713F-HRTimeline
FINANCIAL COUNSELORS INC20,223$2.84M0.04%+13013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…20,073$2.82M0.01%-7,61613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC20,000$2.81M0.1%013F-HRTimeline
Hobbs Wealth Management, LLC19,918$2.8M3.1%+57113F-HR/ATimeline
Laurel Wealth Advisors LLC19,782$2.78M0.43%+59013F-HRTimeline
BridgePort Financial Solutions, LLC19,701$2.77M1.25%+3913F-HRTimeline
Cresset Asset Management, LLC19,692$2.77M0.01%+99313F-HRTimeline
Certus Wealth Management, LLC17,805$2.76M1.88%+1,86313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,664$2.76M0.1%+1,86213F-HRTimelineGroup
True Vision MN LLC19,475$2.74M1.64%+7213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers19,347$2.72M0.01%+1413F-HRTimelineGroup
Gen-Wealth Partners Inc19,339$2.72M1.13%+43713F-HRTimeline
Quest 10 Wealth Builders, Inc.18,508$2.71M2.9%-51313F-HRTimeline
Dynamic Advisor Solutions LLC19,073$2.68M0.09%+79713F-HRTimeline
PINNACLE ASSOCIATES LTD18,946$2.66M0.04%+28313F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC18,906$2.66M1.42%-10513F-HRTimeline
Csenge Advisory Group20,129$2.64M0.15%+1,65013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding18,761$2.63M+2,841Timeline
CONDOR CAPITAL MANAGEMENT18,733$2.63M0.25%-7513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…18,559$2.61M0.99%-49213F-HRTimeline
Connecticut Wealth Management, LLC18,232$2.56M0.13%-55613F-HRTimeline
Caprock Group, LLC17,885$2.51M0.08%013F-HRTimeline
Matthew Goff Investment Advisor, LLC17,841$2.51M0.46%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI17,747$2.49M0.14%-30013F-HRTimeline
SWP FINANCIAL LLC17,737$2.49M1.52%+2,08713F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC17,543$2.46M0.04%-4613F-HRTimelineGroup
Mullooly Asset Management, Inc.17,372$2.45M1.11%13F-HR/ATimeline
Elwood & Goetz Wealth Advisory Group, L…17,284$2.43M0.59%+3,19113F-HRTimeline
Shared Vision Wealth Group LLC17,276$2.43M1.32%-97213F-HRTimeline
Montis Financial, LLC17,253$2.42M0.71%+50013F-HRTimeline
JFS WEALTH ADVISORS, LLC17,204$2.42M0.16%+1,11613F-HRTimeline
M1 Capital Management LLC17,116$2.4M1.5%-86313F-HRTimeline
Synergy Investment Management, LLC17,081$2.4M1%+3,98113F-HRTimeline
FIRST UNITED BANK & TRUST16,888$2.37M0.89%-59513F-HRTimeline
W ADVISORS, LLC16,864$2.37M1.48%+88413F-HRTimeline
Tempus Wealth Planning, LLC16,800$2.36M0.7%+39513F-HRTimeline
Strategic Equity Management16,774$2.36M0.99%+1,12413F-HRTimeline
EP Wealth Advisors, LLC16,739$2.35M0.02%-97513F-HRTimeline
Terra Nova Asset Management LLC16,610$2.33M1.84%+3213F-HRTimeline
HB Wealth Management, LLC16,541$2.32M0.02%+1,73513F-HRTimeline
PROMETHIUM ADVISORS,LLC16,535$2.32M1.49%-33513F-HRTimeline
Lane & Associates LLC16,514$2.32M1.25%+51313F-HRTimeline
VestGen Advisors, LLC16,495$2.32M0.11%13F-HRTimeline
Haverford Trust Co16,429$2.31M0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,382$2.3M<0.01%-17,94613F-HRTimelineGroup
Waverly Advisors, LLC16,261$2.28M0.03%+2,50713F-HRTimeline
Lakeshore Capital Group, Inc.16,241$2.28M2.2%new13F-HRTimeline
Ayalon Insurance Comp Ltd.16,230$2.28M0.74%013F-HRTimeline
Glenview Trust Co16,211$2.28M0.04%-8,41013F-HR/ATimeline
KKM Financial LLC16,205$2.28M0.96%-2,64613F-HRTimeline
CPR Investments Inc.16,070$2.26M2%+2,00513F-HRTimeline
Commonwealth Financial Services, LLC15,984$2.24M0.46%-64,02713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,914$2.23M0.02%+91513F-HRTimeline
Vertex Planning Partners, LLC15,868$2.23M0.49%+1,09113F-HRTimeline
FIRST MANHATTAN CO. LLC.15,740$2.21M0.01%+113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC15,466$2.17M0.56%-1,07513F-HRTimelineGroup
Leeward Financial Partners, LLC15,452$2.17M0.81%+15013F-HRTimeline
Davis Wealth Advisors, LLC15,406$2.16M2.44%-9313F-HRTimeline
Conservest Capital Advisors, Inc.15,393$2.16M0.23%-41913F-HRTimeline
Fort Point Capital Partners LLC15,310$2.15M0.24%+30413F-HRTimeline
MGO ONE SEVEN LLC15,288$2.15M0.08%-1,47413F-HRTimeline
DUNCKER STREETT & CO INC15,053$2.11M0.42%+4313F-HRTimeline
Sowell Financial Services LLC15,034$2.11M0.1%-7,55313F-HRTimeline
Joel Isaacson & Co., LLC14,924$2.1M0.1%+113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…14,915$2.1M0.21%+5213F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC14,911$2.09M0.18%+41413F-HR/ATimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…14,823$2.08M0.01%-51913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC14,779$2.08M0.99%+12113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.14,682$2.06M1.12%+4,89113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,667$2.06M0.03%-35713F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…14,506$2.04M0.04%-1,04013F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC14,495$2.04M0.79%+85513F-HRTimeline
My Legacy Advisors, LLC14,479$2.03M0.78%-13613F-HRTimeline
Second Half Financial Partners, LLC14,465$2.03M1.01%-28813F-HRTimeline
Robertson Stephens Wealth Management, L…14,425$2.03M0.08%+44313F-HRTimeline
Tyche Wealth Partners LLC14,425$2.03M0.44%+12,28213F-HRTimeline
Patriot Financial Group Insurance Agenc…14,274$2M0.27%+56213F-HRTimeline
LVW Advisors, LLC14,240$2M0.24%+44113F-HRTimeline
Stonebrook Private Inc.14,193$1.99M0.52%+1,52313F-HRTimeline
Eagle Strategies LLC14,131$1.98M0.35%+84013F-HRTimeline
Keystone Wealth Services, LLC14,004$1.97M0.53%-95213F-HRTimeline
Lantz Financial LLC13,906$1.95M0.53%+35313F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,834$1.94M1.31%+88913F-HRTimeline
Advus Financial Partners, LLC13,547$1.9M0.82%-4913F-HR/ATimeline
TRUSTMARK BANK TRUST DEPARTMENT13,545$1.9M0.14%-23613F-HRTimeline
Concorde Asset Management, LLC13,655$1.9M1.02%+60813F-HRTimeline
Virtue Capital Management, LLC13,528$1.89M0.22%-1,41713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC13,794$1.89M0.86%+1,88613F-HRTimeline
Roof Eidam Maycock Peralta, LLC13,408$1.88M0.5%-75713F-HRTimeline
CENTAURUS FINANCIAL, INC.13,387$1.88M0.11%-94513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,358$1.88M0.17%-2,01013F-HR/ATimeline
Centurion Wealth Management LLC11,686$1.86M0.58%013F-HRTimeline
Counterweight Ventures, LLC13,224$1.86M1.33%+20113F-HRTimeline
STOCK YARDS BANK & TRUST CO13,176$1.85M0.07%-11113F-HRTimeline
WADDELL & ASSOCIATES, LLC13,113$1.84M0.22%+1513F-HR/ATimeline
LongView Wealth Management13,092$1.84M0.55%-213F-HRTimeline
Gotham Asset Management, LLC13,034$1.83M0.02%new13F-HRTimeline
Simplicity Wealth,LLC12,990$1.82M0.14%new13F-HRTimeline
Castle Rock Wealth Management, LLC12,704$1.8M0.48%-23513F-HRTimeline
IBEX WEALTH ADVISORS12,765$1.79M0.24%-43613F-HRTimeline
Balance Wealth Partners LLC12,697$1.78M1.16%13F-HRTimeline
GWN SECURITIES INC.12,047$1.77M0.1%new13F-HRTimeline
Bordeaux Wealth Advisors LLC12,600$1.77M0.33%013F-HRTimeline
LRI Investments, LLC12,465$1.75M0.17%new13F-HRTimeline