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Disclosery

IYW ISHARES TR

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SHS (fund)

1,187 managers (1,199 13F filers) reported a position in IYW shares at 2025-09-30, 60,540,573 shares in all. 112 filers opened a position and 76 filers sold out during the quarter.

Managers
1,187
13F filers
1,199
New
112
Added
294
Reduced
502
Sold out
76
Shares held by filers
60,540,573

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Jaffetilchin Investment Partners, LLC28,901$5.66M0.34%+113F-HRTimeline
U.S. Capital Wealth Advisors, LLC28,723$5.63M0.15%-1,45813F-HRTimeline
AdvisorShares Investments LLC28,461$5.57M0.91%-70713F-HRTimeline
Montecito Bank & Trust28,368$5.56M0.86%13F-HRTimeline
Security Financial Services, INC.28,278$5.54M0.9%-47,93613F-HRTimeline
Avid Wealth Partners LLC27,359$5.36M2.66%+38913F-HRTimeline
Financial Freedom, LLC27,325$5.35M2.67%+17913F-HRTimeline
Rathbones Group PLC27,070$5.3M0.02%+7713F-HRTimeline
Koshinski Asset Management, Inc.26,485$5.19M0.35%+3613F-HRTimeline
Arkadios Wealth Advisors26,244$5.14M0.13%-1,86813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC26,199$5.13M0.1%-9,11213F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC26,133$5.12M0.08%-13513F-HRTimeline
Ethos Financial Group, LLC26,106$5.11M0.4%-5013F-HRTimeline
Counterweight Ventures, LLC26,019$5.1M2.98%+12,44413F-HRTimeline
Parallel Advisors, LLC26,016$5.1M0.09%013F-HRTimeline
Mutual Advisors, LLC25,303$5.06M0.11%-10,88413F-HRTimeline
Forthright Family Wealth Advisory LLC25,825$5.06M3.11%+89013F-HRTimeline
Avidian Wealth Enterprises, LLC25,806$5.05M0.19%-6,58013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC25,713$5.04M0.04%+18,55613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…25,594$5.01M0.06%-213F-HRTimelineGroup
FLOW TRADERS U.S. LLC25,583$5.01M0.2%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC25,446$4.98M0.01%+61513F-HRTimelineGroup
Smartleaf Asset Management LLC25,429$4.96M0.31%-5,85013F-HRTimeline
COUNTRY CLUB BANK24,802$4.83M0.29%-80013F-HRTimeline
WBH ADVISORY INC24,667$4.83M0.37%-14413F-HRTimeline
Weinberger Asset Management, Inc24,399$4.78M1.73%+713F-HRTimeline
MGO ONE SEVEN LLC24,284$4.76M0.11%-3,97513F-HRTimeline
Foundations Investment Advisors, LLC24,227$4.75M0.07%-289,95813F-HRTimeline
Rothschild Wealth LLC24,049$4.71M1.03%-73013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers24,029$4.71M0.01%+57813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC23,962$4.69M0.14%-20,04613F-HRTimelineGroup
Amundiin group Amundi23,526$4.69M<0.01%new13F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…23,620$4.63M0.02%-1,35813F-HRTimelineGroup
Valmark Advisers, Inc.23,464$4.6M0.06%+69113F-HRTimeline
TUDOR INVESTMENT CORP ET AL23,284$4.56M0.03%+20,42513F-HR/ATimeline
CIBC WORLD MARKET INC.23,200$4.54M0.01%-86013F-HRTimeline
Gilliland Jeter Wealth Management LLC22,745$4.45M1.37%-26913F-HRTimeline
DT Investment Partners, LLC22,678$4.44M0.38%013F-HRTimeline
Geneos Wealth Management Inc.22,586$4.42M0.11%+8513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC22,563$4.42M0.16%-121,72713F-HRTimelineGroup
Sunbelt Securities, Inc.22,360$4.38M0.3%-11213F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP22,308$4.37M0.1%+19,50813F-HRTimelineGroup
IFG Advisory, LLC22,220$4.35M0.2%-6,66513F-HRTimeline
Meridian Wealth Management, LLC22,178$4.34M0.17%-3,33313F-HRTimeline
Laurel Wealth Advisors LLC22,162$4.34M0.61%+86513F-HRTimeline
Quantinno Capital Management LP21,999$4.31M0.01%+9,31513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21,976$4.3M0.28%+7,21313F-HRTimelineGroup
Cypress Wealth Services, LLC21,896$4.29M0.7%-26,28213F-HRTimeline
Secure Asset Management, LLC21,707$4.28M0.71%-29913F-HRTimeline
Cardinal Strategic Wealth Guidance21,696$4.25M1.14%-29813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…21,273$4.17M0.01%+63213F-HRTimeline
FORTE ASSET MANAGEMENT LLC21,145$4.14M1.99%-6,82013F-HRTimeline
Cresset Asset Management, LLC21,141$4.14M0.02%+54013F-HR/ATimeline
Global Retirement Partners, LLC20,843$4.08M0.09%-8,98613F-HRTimeline
SWMG, LLC20,379$4.08M1.23%-11,02713F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC20,033$3.92M0.13%+3313F-HRTimeline
Snowden Capital Advisors LLC19,921$3.9M0.11%-16,62213F-HRTimeline
Stonebrook Private Inc.19,836$3.89M0.84%+2,81413F-HRTimeline
Wealth Quarterback LLC19,647$3.85M1.49%+84313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP19,561$3.83M0.05%-76513F-HRTimeline
WEALTH ALLIANCE, LLC19,479$3.82M0.39%-25,59313F-HRTimeline
Midwest Trust Co19,456$3.81M0.05%+14113F-HRTimeline
TSA Wealth Managment LLC19,253$3.77M1.28%-21,02513F-HRTimeline
Sovran Advisors, LLC18,115$3.77M0.33%-12,54013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,162$3.75M0.02%+3,21213F-HRTimeline
PINNACLE ASSOCIATES LTD19,047$3.73M0.05%-10013F-HRTimeline
Sowell Financial Services LLC19,010$3.72M0.14%-2,06713F-HRTimeline
Horst & Graben Wealth Management LLC18,724$3.67M0.56%-62,01313F-HRTimeline
MMBG INVESTMENT ADVISORS CO.18,685$3.66M0.32%-5,36813F-HRTimeline
Wealthstar Advisors, LLC18,408$3.61M1.42%-2,48913F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…18,324$3.59M0.69%-91813F-HRTimeline
Acropolis Investment Management, LLC20,693$3.59M0.18%-2013F-HRTimeline
Connecticut Wealth Management, LLC18,232$3.57M0.16%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…18,113$3.55M1.1%-23113F-HRTimeline
Quest 10 Wealth Builders, Inc.18,020$3.53M3.25%-51713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…17,857$3.5M0.02%+3,24613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,740$3.47M0.08%-96,48613F-HRTimelineGroup
Matthew Goff Investment Advisor, LLC17,704$3.47M0.59%-13713F-HRTimeline
CHOREO, LLC17,654$3.46M0.05%-81813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI17,602$3.45M0.2%+45013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…17,411$3.41M0.05%+1,81013F-HRTimelineGroup
Lakeridge Wealth Management LLC17,395$3.41M1.51%new13F-HRTimeline
CONDOR CAPITAL MANAGEMENT17,333$3.39M0.28%-1,04013F-HRTimeline
NWAM LLC17,194$3.38M0.18%-3,48013F-HR/ATimeline
1832 Asset Management L.P.17,092$3.35M0.01%+5,33013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC17,000$3.33M<0.01%+2,50013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC16,971$3.32M1.02%-23913F-HRTimelineGroup
Haverford Trust Co16,784$3.29M0.03%013F-HRTimeline
RFG Advisory, LLC16,737$3.28M0.07%-1,01313F-HRTimeline
Mullooly Asset Management, Inc.16,728$3.28M1.26%-1813F-HRTimeline
HB Wealth Management, LLC16,713$3.27M0.02%+5,43913F-HRTimeline
Inscription Capital, LLC16,658$3.26M0.35%-1,59813F-HRTimeline
Caprock Group, LLC17,885$3.25M0.08%13F-HRTimeline
Tyche Wealth Partners LLC16,591$3.25M0.57%-3,84813F-HRTimeline
Terra Nova Asset Management LLC16,552$3.24M2.04%+50413F-HRTimeline
Balboa Wealth Partners16,449$3.22M0.56%+613F-HRTimeline
Ayalon Insurance Comp Ltd.16,230$3.18M0.8%013F-HRTimeline
Gotham Asset Management, LLC16,004$3.13M0.01%+1,10913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,941$3.12M<0.01%+10613F-HRTimelineGroup
Regal Investment Advisors LLC15,930$3.12M0.2%-20,94513F-HRTimeline
FIRST UNITED BANK & TRUST15,916$3.12M1.01%-3013F-HRTimeline
FIRST MANHATTAN CO. LLC.15,904$3.11M0.01%+18113F-HRTimeline
Apeiron RIA LLC15,761$3.11M0.7%-14,47513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,856$3.11M0.04%-20,00113F-HRTimelineGroup
Joel Isaacson & Co., LLC15,798$3.09M0.11%+113F-HRTimeline
VestGen Advisors, LLC15,725$3.08M0.1%+13,57213F-HRTimeline
PROMETHIUM ADVISORS,LLC15,685$3.07M1.76%-7513F-HRTimeline
Consolidated Portfolio Review Corp15,554$3.05M0.38%+14,13413F-HRTimeline
Waverly Advisors, LLC15,458$3.03M0.03%-57713F-HRTimeline
Leeward Financial Partners, LLC15,452$3.03M0.86%013F-HRTimeline
Lakeshore Financial Planning, Inc.15,243$2.99M1.11%-96413F-HRTimeline
USA FINANCIAL FORMULAS15,201$2.98M0.52%-5,22813F-HRTimeline
Adams Wealth Management15,119$2.96M0.63%new13F-HRTimeline
CacheTech Inc.15,119$2.96M0.6%new13F-HRTimeline
DUNCKER STREETT & CO INC15,053$2.95M0.51%013F-HRTimeline
W ADVISORS, LLC15,026$2.94M1.55%-1,93013F-HRTimeline
Tennessee Valley Asset Management Partn…14,947$2.93M0.4%new13F-HRTimeline
Second Half Financial Partners, LLC14,855$2.91M1.28%-96213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…14,808$2.9M0.24%+10413F-HRTimelineGroup
Mach-1 Financial Group, LLC14,783$2.9M0.46%new13F-HRTimeline
Integrity Advisory Solutions, LLC14,783$2.9M0.46%13F-HRTimeline
Conservest Capital Advisors, Inc.14,665$2.87M0.27%-17813F-HRTimeline
Western Wealth Management, LLC14,547$2.85M0.15%-9,00613F-HRTimeline
Tempus Wealth Planning, LLC14,538$2.85M0.65%-2,47713F-HRTimeline
ONE Advisory Partners, LLC14,420$2.85M0.87%-34,37813F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC14,493$2.84M2.06%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC14,481$2.84M0.94%+45913F-HRTimeline
KKM Financial LLC14,194$2.78M0.87%-30213F-HRTimeline
Vestmark Advisory Solutions, Inc.14,115$2.76M0.05%-172,67713F-HRTimeline
Lakeshore Capital Group, Inc.14,076$2.76M2.23%+4313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …13,170$2.75M0.09%+5,95613F-HRTimelineGroup
M1 Capital Management LLC14,007$2.74M1.18%-29913F-HRTimeline
Concorde Asset Management, LLC13,687$2.71M1.13%13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd13,811$2.71M0.14%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.13,757$2.69M0.13%+8513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…13,695$2.68M0.98%-14,68713F-HRTimeline
Glenview Trust Co13,666$2.68M0.04%-3413F-HRTimeline
High Falls Advisors, Inc13,564$2.66M0.55%-45,36713F-HRTimeline
Lifestyle Asset Management, Inc.13,541$2.65M0.91%+7,52813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT13,490$2.64M0.17%-4013F-HRTimeline
Eagle Strategies LLC13,467$2.64M0.35%-1,47113F-HRTimeline
Roof Eidam Maycock Peralta, LLC13,408$2.63M0.64%013F-HRTimeline
LVW Advisors, LLC13,406$2.63M0.27%-1,16013F-HRTimeline
BridgePort Financial Solutions, LLC13,263$2.6M0.7%-5,12113F-HRTimeline
LongView Wealth Management13,229$2.59M0.7%+19013F-HRTimeline
Advus Financial Partners, LLC13,196$2.58M0.96%-70813F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,146$2.58M0.03%+2813F-HRTimelineGroup
Montis Financial, LLC13,130$2.57M0.59%-2,07013F-HRTimeline
Keystone Wealth Services, LLC13,104$2.57M0.56%-99413F-HRTimeline
WADDELL & ASSOCIATES, LLC13,098$2.57M0.22%013F-HRTimeline
Beacon Pointe Advisors, LLC13,070$2.56M0.02%+11,22313F-HRTimeline
Fulcrum Equity Management13,022$2.55M2.58%+4,05713F-HRTimeline
Mayflower Financial Advisors, LLC12,902$2.53M0.32%-13,88013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,712$2.49M0.02%+11913F-HR/ATimelineGroup
Financial Perspectives, Inc12,661$2.48M0.69%+20013F-HRTimeline
LRI Investments, LLC12,465$2.44M0.2%013F-HRTimeline
GTS SECURITIES LLC12,202$2.39M0.09%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO12,177$2.38M0.07%+13513F-HRTimeline
Kelly Financial Services LLC12,128$2.38M0.62%-42,97513F-HRTimeline
Ballew Advisors, Inc12,175$2.37M1.32%-7913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.12,056$2.36M0.73%-1,64513F-HRTimeline
ADELL HARRIMAN & CARPENTER INC12,000$2.35M0.14%013F-HRTimeline
Outlook Wealth Advisors, LLC11,994$2.35M0.59%+17513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,957$2.34M0.14%+9,91313F-HRTimeline
Clear Creek Financial Management, LLC11,842$2.32M0.2%+2,88213F-HRTimeline
Bragg Financial Advisors, Inc11,694$2.29M0.08%013F-HRTimeline
Summit Financial, LLC11,690$2.29M0.03%+89913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,679$2.29M0.36%-9413F-HRTimeline
TRUE Private Wealth Advisors11,610$2.27M0.23%+4,07413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,598$2.27M0.17%+88413F-HRTimeline
Principle Wealth Partners LLC11,588$2.27M0.13%013F-HRTimeline
Legacy Private Trust Co.11,546$2.26M0.14%-54513F-HRTimeline
Dale Q Rice Investment Management Ltd11,225$2.25M1.59%+3613F-HRTimeline
West Wealth Group, LLC11,396$2.24M0.51%-59,66413F-HRTimeline
B. Riley Wealth Advisors, Inc.11,341$2.22M0.11%-11,99313F-HRTimeline
WealthCare Investment Partners, LLC11,145$2.2M0.71%-52413F-HRTimeline
Maia Wealth LLC10,691$2.19M0.37%-16,11913F-HRTimeline
Advisory Alpha, LLC10,962$2.18M0.06%+1,55613F-HRTimeline
Nova Wealth Management, Inc.11,111$2.18M1.53%-1,17513F-HRTimeline
D.A. DAVIDSON & CO.10,962$2.15M0.01%-39613F-HRTimeline
Castle Rock Wealth Management, LLC10,707$2.12M0.47%+37713F-HRTimeline
Canvas Wealth Advisors, LLC10,702$2.11M0.38%013F-HRTimeline
EQ LLC10,781$2.11M0.72%-3,94513F-HRTimeline
SeaCrest Wealth Management, LLC10,459$2.1M0.22%+61713F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC10,722$2.1M0.02%+44713F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC10,688$2.09M0.72%+1,29413F-HRTimeline
EWA, LLC10,628$2.08M0.58%-2,53113F-HRTimeline
Magnus Financial Group LLC10,593$2.07M0.16%-86513F-HRTimeline
Coastal Bridge Advisors, LLC10,562$2.07M0.16%-47313F-HRTimeline
WESTBOURNE INVESTMENTS, INC.9,943$2.07M0.99%-1,67713F-HRTimeline
TD Waterhouse Canada Inc.10,465$2.06M0.01%+5,17013F-HRTimeline
Cyndeo Wealth Partners, LLC10,498$2.06M0.11%-4213F-HRTimeline
SIMPLEX TRADING, LLC10,488$2.05M0.05%new13F-HRTimeline
SONATA CAPITAL GROUP INC10,480$2.05M0.76%013F-HRTimeline
Global Financial Private Client, LLC10,464$2.05M0.73%-63113F-HRTimeline
Patriot Financial Group Insurance Agenc…10,419$2.04M0.26%-4,70413F-HRTimeline
Montz Harcus Wealth Management LLC10,389$2.03M0.89%+313F-HRTimeline
WESBANCO BANK INC10,365$2.03M0.06%013F-HRTimeline
Blue Trust, Inc.10,352$2.03M0.02%-36,47513F-HRTimeline
PATTEN & PATTEN INC/TN10,273$2.01M0.12%+46813F-HRTimeline