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Disclosery

IYW ISHARES TR

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SHS (fund)

1,154 managers (1,167 13F filers) reported a position in IYW shares at 2025-06-30, 79,840,053 shares in all. 131 filers opened a position and 57 filers sold out during the quarter.

Managers
1,154
13F filers
1,167
New
131
Added
332
Reduced
470
Sold out
57
Shares held by filers
79,840,053

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Snowden Capital Advisors LLC36,543$6.33M0.19%-6,74413F-HRTimeline
PAX Financial Group, LLC36,208$6.27M1.2%-5,79613F-HRTimeline
Triad Wealth Partners, LLC36,141$6.26M1.26%+4,11713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP36,107$6.26M<0.01%-6,19613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management35,857$6.21M0.08%-1,77713F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC35,626$6.17M1.07%+2,18813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC35,311$6.12M0.13%+2,64213F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC35,210$6.1M0.09%-73313F-HRTimeline
WealthBridge Capital Management, LLC33,701$5.84M1.48%-96513F-HRTimeline
PFG Investments, LLC33,503$5.81M0.34%+52313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC33,289$5.77M<0.01%-12,11313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC33,151$5.74M0.16%+7,42413F-HRTimeline
STALEY CAPITAL ADVISERS INC33,020$5.72M0.24%-6013F-HRTimeline
SWMG, LLC31,406$5.69M1.91%-23513F-HRTimeline
INTEGRITY ALLIANCE, LLC.32,720$5.67M0.31%-81,97713F-HRTimeline
Avidian Wealth Enterprises, LLC32,386$5.61M0.23%+4,27113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV32,213$5.58M0.4%-6,76013F-HRTimeline
Trek Financial, LLC32,086$5.56M0.37%-29,44113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC32,000$5.54M0.99%-62513F-HRTimeline
BLAIR WILLIAM & CO/IL31,641$5.48M0.02%+93313F-HRTimeline
Beacon Bridge Wealth Partners, LLC31,279$5.42M2.15%-7713F-HRTimeline
Smartleaf Asset Management LLC31,279$5.37M0.47%+8,55213F-HRTimeline
Sovran Advisors, LLC30,655$5.36M0.56%+27013F-HRTimeline
Graypoint LLC30,735$5.33M0.3%+79913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC30,660$5.31M0.4%+49613F-HRTimeline
Apeiron RIA LLC30,236$5.24M1.35%+9,61113F-HRTimeline
Legacy Financial Group LLC30,192$5.23M0.73%-4,31213F-HRTimeline
U.S. Capital Wealth Advisors, LLC30,181$5.23M0.15%+2,01813F-HRTimeline
Global Retirement Partners, LLC29,829$5.17M0.13%13F-HRTimeline
Runnymede Capital Advisors, Inc.29,185$5.06M4.66%-3013F-HRTimeline
AdvisorShares Investments LLC29,168$5.05M0.91%-4,57113F-HRTimeline
Invst, LLC29,025$5.03M0.63%-1,04213F-HRTimeline
HARBOUR INVESTMENTS, INC.28,966$5.02M0.13%+1,35313F-HRTimeline
Carnegie Investment Counsel28,943$5.02M0.1%-17613F-HRTimeline
Jaffetilchin Investment Partners, LLC28,900$5.01M0.33%-3713F-HRTimeline
IFG Advisory, LLC28,885$5M0.25%+32413F-HRTimeline
EP Wealth Advisors, LLC28,808$4.99M0.03%+12,06913F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…28,382$4.92M1.97%-12,20913F-HRTimeline
MGO ONE SEVEN LLC28,259$4.9M0.16%+12,97113F-HRTimeline
Arkadios Wealth Advisors28,112$4.87M0.15%+6,14713F-HRTimeline
FORTE ASSET MANAGEMENT LLC27,965$4.85M2.47%-6,43513F-HRTimeline
CoreCap Advisors, LLC27,918$4.84M0.19%-3,02913F-HRTimeline
Kingsman Wealth Management, Inc.27,349$4.74M2.95%-42213F-HRTimeline
Financial Freedom, LLC27,146$4.7M2.53%-16113F-HRTimeline
Rathbones Group PLC26,993$4.68M0.02%+5013F-HRTimeline
Avid Wealth Partners LLC26,970$4.67M2.67%-6,54313F-HRTimeline
Maia Wealth LLC26,810$4.65M0.89%-4,06313F-HRTimeline
Kilter Group LLC26,785$4.64M2.11%-7,11613F-HRTimeline
Mayflower Financial Advisors, LLC26,782$4.64M0.65%+51813F-HRTimeline
Koshinski Asset Management, Inc.26,449$4.58M0.35%+2,03913F-HRTimeline
UNIQUE WEALTH, LLC26,326$4.56M0.74%-3,02113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC26,268$4.55M0.08%013F-HRTimeline
Ethos Financial Group, LLC26,156$4.53M0.39%-26613F-HRTimeline
Parallel Advisors, LLC26,016$4.51M0.09%-35013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…25,596$4.43M0.06%-1,21513F-HRTimelineGroup
Meridian Wealth Management, LLC25,511$4.42M0.19%+17913F-HRTimeline
COUNTRY CLUB BANK25,602$4.4M0.28%+81113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…24,978$4.33M0.02%+3,86013F-HRTimelineGroup
Forthright Family Wealth Advisory LLC24,935$4.32M2.74%-67813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC24,831$4.3M0.01%+36513F-HRTimelineGroup
WBH ADVISORY INC24,811$4.3M0.37%-213F-HRTimeline
Rothschild Wealth LLC24,779$4.29M1.05%-8,08813F-HRTimeline
Weinberger Asset Management, Inc24,392$4.23M1.63%+1313F-HRTimeline
CIBC WORLD MARKET INC.24,060$4.17M0.01%-58513F-HRTimeline
MMBG INVESTMENT ADVISORS CO.24,053$4.17M0.41%013F-HRTimeline
Simplicity Wealth,LLC23,844$4.13M0.17%+10,85413F-HRTimeline
Bay Harbor Wealth Management, LLC23,775$4.12M1.19%-6,52513F-HRTimeline
Western Wealth Management, LLC23,553$4.08M0.24%+99513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers23,451$4.06M0.01%+4,10413F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.23,334$4.04M0.2%-34,04813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…23,066$4M0.11%new13F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC23,014$3.99M1.3%+82813F-HRTimeline
McNaughton Wealth Management, LLC22,949$3.98M1.77%-2,87513F-HRTimeline
WealthShield Partners, LLC22,808$3.95M0.48%-4,56513F-HRTimeline
Valmark Advisers, Inc.22,773$3.95M0.05%+67513F-HRTimeline
DT Investment Partners, LLC22,678$3.93M0.35%013F-HRTimeline
Geneos Wealth Management Inc.22,501$3.9M0.1%-10,81813F-HRTimeline
Secure Asset Management, LLC22,006$3.81M0.71%-1,68613F-HRTimeline
Quadrant Private Wealth Management, LLC21,996$3.81M0.79%-1,66213F-HRTimeline
Cardinal Strategic Wealth Guidance21,994$3.81M1.1%-11,84613F-HRTimeline
Laurel Wealth Advisors LLC21,297$3.69M0.55%+1,51513F-HR/ATimeline
ShoreHaven Wealth Partners, LLC21,083$3.65M1.5%-2,46513F-HRTimeline
Sowell Financial Services LLC21,077$3.65M0.15%+6,04313F-HRTimeline
NWAM LLC20,674$3.63M0.21%+14,18013F-HR/ATimeline
Wealthstar Advisors, LLC20,897$3.62M1.36%+12,34613F-HRTimeline
IEQ CAPITAL, LLC20,844$3.61M0.02%+16613F-HRTimeline
Acropolis Investment Management, LLC20,713$3.59M0.2%-19013F-HRTimeline
Sunbelt Securities, Inc.22,472$3.58M0.32%-29113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…20,641$3.58M0.01%+56813F-HRTimeline
Cresset Asset Management, LLC20,601$3.57M0.02%+90913F-HR/ATimeline
Northeast Financial Consultants Inc20,564$3.56M0.15%013F-HRTimeline
Tyche Wealth Partners LLC20,439$3.54M0.71%+6,01413F-HRTimeline
USA FINANCIAL FORMULAS20,429$3.54M0.6%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP20,326$3.52M0.05%-15013F-HRTimeline
Modern Wealth Management, LLC20,038$3.47M0.09%-60,55213F-HR/ATimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC20,000$3.47M0.12%013F-HRTimeline
Tradition Wealth Management, LLC19,327$3.35M0.27%-2,57613F-HRTimeline
Midwest Trust Co19,315$3.35M0.05%13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…19,242$3.33M0.72%+1,95813F-HRTimeline
PINNACLE ASSOCIATES LTD19,147$3.32M0.05%+20113F-HRTimeline
BBR PARTNERS, LLC18,982$3.29M0.2%+8,75613F-HRTimeline
Cobblestone Asset Management LLC18,903$3.28M1.72%-4,47013F-HRTimeline
Wealth Quarterback LLC18,804$3.26M1.54%+10,25613F-HRTimeline
SigFig Wealth Management, LLC18,791$3.23M0.11%-2,48013F-HRTimeline
Quest 10 Wealth Builders, Inc.18,537$3.21M3.13%+2913F-HRTimeline
CHOREO, LLC18,472$3.2M0.04%-9,42613F-HRTimeline
BridgePort Financial Solutions, LLC18,384$3.19M1.06%-1,31713F-HRTimeline
CONDOR CAPITAL MANAGEMENT18,373$3.18M0.28%-36013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…18,344$3.18M1.14%-21513F-HRTimeline
True Vision MN LLC18,284$3.17M1.75%-1,19113F-HRTimeline
Inscription Capital, LLC18,256$3.16M0.46%new13F-HRTimeline
Connecticut Wealth Management, LLC18,232$3.16M0.15%013F-HRTimeline
WealthPlan Investment Management, LLC18,113$3.14M0.23%new13F-HRTimeline
Matthew Goff Investment Advisor, LLC17,841$3.09M0.57%013F-HRTimeline
RFG Advisory, LLC17,750$3.08M0.07%-7,03713F-HRTimeline
Csenge Advisory Group19,347$3.06M0.16%-78213F-HRTimeline
Shared Vision Wealth Group LLC16,744$3.04M1.52%-53213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC17,210$2.98M0.83%+1,74413F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI17,152$2.97M0.18%-59513F-HRTimeline
Gallagher Capital Advisors, LLC16,309$2.96M2.39%-10,46913F-HRTimeline
Stonebrook Private Inc.17,022$2.95M0.69%+2,82913F-HRTimeline
Tempus Wealth Planning, LLC17,015$2.95M0.73%+21513F-HRTimeline
Gen-Wealth Partners Inc17,004$2.95M1.14%-2,33513F-HRTimeline
W ADVISORS, LLC16,956$2.94M1.69%+9213F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC16,808$2.91M1.37%-2,09813F-HRTimeline
Haverford Trust Co16,784$2.91M0.03%+35513F-HRTimeline
Mullooly Asset Management, Inc.16,746$2.9M1.22%-62613F-HRTimeline
Certus Wealth Management, LLC16,703$2.89M1.86%-1,10213F-HRTimeline
Hobbs Wealth Management, LLC16,638$2.88M2.75%-3,28013F-HRTimeline
JFS WEALTH ADVISORS, LLC16,606$2.88M0.18%-59813F-HRTimeline
Balboa Wealth Partners16,443$2.85M0.57%new13F-HRTimeline
Spectrum Planning & Advisory Services I…16,443$2.85M1.84%-4,30513F-HRTimeline
Ayalon Insurance Comp Ltd.16,230$2.81M0.81%013F-HRTimeline
Lakeshore Financial Planning, Inc.16,207$2.81M1.13%+14,25113F-HRTimeline
Terra Nova Asset Management LLC16,048$2.78M1.94%-56213F-HRTimeline
Waverly Advisors, LLC16,035$2.78M0.03%-22613F-HRTimeline
Wealthspire Advisors, LLC16,000$2.77M0.02%-21,19013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,950$2.76M0.02%+3613F-HRTimeline
FIRST UNITED BANK & TRUST15,946$2.76M0.96%-94213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,835$2.74M<0.01%+5,76913F-HRTimelineGroup
Second Half Financial Partners, LLC15,817$2.74M1.29%+1,35213F-HRTimeline
Joel Isaacson & Co., LLC15,797$2.74M0.11%+87313F-HRTimeline
Virtue Capital Management, LLC15,777$2.73M0.5%+2,24913F-HRTimeline
PROMETHIUM ADVISORS,LLC15,760$2.73M1.66%-77513F-HRTimeline
FIRST MANHATTAN CO. LLC.15,723$2.72M0.01%-1713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…15,601$2.7M0.04%+1,09513F-HRTimelineGroup
Leeward Financial Partners, LLC15,452$2.68M0.85%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC15,404$2.67M1.64%+1,57013F-HRTimeline
Fort Point Capital Partners LLC15,390$2.67M0.27%+8013F-HRTimeline
Montis Financial, LLC15,200$2.63M0.73%-2,05313F-HRTimeline
Patriot Financial Group Insurance Agenc…15,123$2.62M0.3%+84913F-HRTimeline
DUNCKER STREETT & CO INC15,053$2.61M0.48%013F-HRTimeline
Eagle Strategies LLC14,938$2.59M0.39%+80713F-HRTimeline
Gotham Asset Management, LLC14,895$2.58M0.02%+1,86113F-HRTimeline
Conservest Capital Advisors, Inc.14,843$2.57M0.25%-55013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,763$2.56M0.13%-12,77913F-HRTimelineGroup
EQ LLC14,726$2.55M0.99%-12,23713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…14,704$2.55M0.24%-21113F-HRTimelineGroup
Davis Wealth Advisors, LLC14,624$2.53M2.69%-78213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…14,611$2.53M0.01%-21213F-HRTimeline
LVW Advisors, LLC14,566$2.52M0.28%+32613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,500$2.51M<0.01%new13F-HRTimeline
KKM Financial LLC14,496$2.51M0.87%-1,70913F-HRTimeline
Robertson Stephens Wealth Management, L…14,358$2.49M0.09%-6713F-HRTimeline
M1 Capital Management LLC14,306$2.48M1.25%-2,81013F-HRTimeline
Keystone Wealth Services, LLC14,098$2.44M0.59%+9413F-HRTimeline
SWP FINANCIAL LLC14,046$2.43M1.34%-3,69113F-HRTimeline
Lakeshore Capital Group, Inc.14,033$2.43M2.16%-2,20813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC14,022$2.43M0.88%-47313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC13,094$2.43M0.79%-70013F-HRTimeline
My Legacy Advisors, LLC13,749$2.42M0.86%-73013F-HRTimeline
Advus Financial Partners, LLC13,904$2.41M0.95%+35713F-HR/ATimeline
ENDEAVOR PRIVATE WEALTH, INC.13,701$2.37M1.12%-98113F-HRTimeline
Glenview Trust Co13,700$2.37M0.04%-2,51113F-HRTimeline
CENTAURUS FINANCIAL, INC.13,672$2.37M0.14%+28513F-HRTimeline
Counterweight Ventures, LLC13,575$2.35M1.54%+35113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT13,530$2.34M0.16%-1513F-HRTimeline
Roof Eidam Maycock Peralta, LLC13,408$2.32M0.57%013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP13,367$2.32M0.09%-92,44613F-HRTimeline
Vertex Planning Partners, LLC13,273$2.3M0.48%-2,59513F-HRTimeline
EWA, LLC13,159$2.28M0.72%-19,33513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,118$2.27M0.03%-1,54913F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC13,098$2.27M0.24%-1513F-HRTimeline
LongView Wealth Management13,039$2.26M0.68%-5313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC13,025$2.26M0.98%-1,75413F-HRTimeline
Quantinno Capital Management LP12,684$2.2M0.01%+1,89213F-HRTimeline
Lantz Financial LLC12,663$2.19M0.55%-1,24313F-HRTimeline
Bordeaux Wealth Advisors LLC12,600$2.18M0.28%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,593$2.18M0.02%+22013F-HR/ATimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC12,521$2.17M0.17%-2,39013F-HR/ATimeline
LRI Investments, LLC12,465$2.16M0.18%013F-HRTimeline
Financial Perspectives, Inc12,461$2.16M0.65%+39413F-HRTimeline
Ballew Advisors, Inc12,254$2.15M1.28%+18613F-HRTimeline
May Hill Capital, LLC12,377$2.14M0.71%+9,00413F-HRTimeline
Nova Wealth Management, Inc.12,286$2.13M1.56%+1,35013F-HRTimeline
Legacy Private Trust Co.12,091$2.1M0.14%+44113F-HRTimeline
Balance Wealth Partners LLC12,081$2.09M1.23%-61613F-HRTimeline
STOCK YARDS BANK & TRUST CO12,042$2.09M0.07%-1,13413F-HRTimeline
ADELL HARRIMAN & CARPENTER INC12,000$2.08M0.14%013F-HRTimeline
WealthCare Investment Partners, LLC11,669$2.05M0.74%-15013F-HRTimeline