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Disclosery

IYW ISHARES TR

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SHS (fund)

1,239 managers (1,254 13F filers) reported a position in IYW shares at 2025-12-31, 58,977,288 shares in all. 68 filers opened a position and 81 filers sold out during the quarter.

Managers
1,239
13F filers
1,254
New
68
Added
303
Reduced
504
Sold out
81
Shares held by filers
58,977,288

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Avid Wealth Partners LLC27,639$5.52M2.7%+28013F-HRTimeline
Quantinno Capital Management LP27,449$5.48M0.01%+5,45013F-HRTimeline
Montecito Bank & Trust27,373$5.47M0.87%-99513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA26,802$5.4M0.16%+24,80213F-HRTimelineGroup
Financial Freedom, LLC26,958$5.38M2.67%-36713F-HRTimeline
Arkadios Wealth Advisors26,598$5.31M0.11%+35413F-HRTimeline
Gallagher Capital Advisors, LLC26,585$5.31M3.43%-70213F-HRTimeline
Counterweight Ventures, LLC26,393$5.27M2.96%+37413F-HRTimeline
Forthright Family Wealth Advisory LLC26,277$5.25M3.3%+45213F-HRTimeline
Ethos Financial Group, LLC26,094$5.21M0.38%-1213F-HRTimeline
Avidian Wealth Enterprises, LLC26,090$5.21M0.19%+28413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…25,953$5.18M0.06%+35913F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC25,743$5.14M0.08%-39013F-HRTimeline
WealthCare Asset Management, LLC25,723$5.07M4.69%13F-HRTimeline
Koshinski Asset Management, Inc.25,357$5.06M0.33%-1,12813F-HRTimeline
Parallel Advisors, LLC25,197$5.03M0.09%-81913F-HRTimeline
Rathbones Group PLC25,160$5.02M0.02%-1,91013F-HR/ATimeline
Valmark Advisers, Inc.24,823$4.96M0.06%+1,35913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC24,562$4.9M0.01%-88413F-HRTimelineGroup
Weinberger Asset Management, Inc24,406$4.87M1.76%+713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…24,328$4.86M0.18%+2,35213F-HRTimelineGroup
NorthRock Partners, LLC24,087$4.81M0.08%-21,15413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC24,037$4.8M0.13%+7513F-HR/ATimelineGroup
Gilliland Jeter Wealth Management LLC24,027$4.8M1.45%+1,28213F-HRTimeline
WBH ADVISORY INC23,876$4.77M0.35%-79113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…23,484$4.69M0.02%-13613F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers23,236$4.64M0.01%-79313F-HRTimelineGroup
Mutual Advisors, LLC23,174$4.63M0.1%-2,12913F-HRTimeline
Cornerstone Wealth Management, LLC22,985$4.59M0.24%+13,03713F-HRTimeline
CIBC WORLD MARKET INC.22,907$4.57M0.01%-29313F-HRTimeline
DT Investment Partners, LLC22,678$4.53M0.37%013F-HRTimeline
Global Retirement Partners, LLC22,507$4.49M0.08%+1,66413F-HRTimeline
Foundations Investment Advisors, LLC22,423$4.48M0.06%-1,80413F-HRTimeline
Cresset Asset Management, LLC22,421$4.48M0.02%+1,28013F-HRTimeline
Geneos Wealth Management Inc.22,390$4.47M0.11%-19613F-HRTimeline
Laurel Wealth Advisors LLC22,372$4.47M0.59%+21013F-HRTimeline
Sunbelt Securities, Inc.21,945$4.38M0.29%-41513F-HRTimeline
MGO ONE SEVEN LLC21,801$4.35M0.09%-2,48313F-HRTimeline
IFG Advisory, LLC21,690$4.33M0.19%-53013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,636$4.32M0.02%+2,47413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC21,618$4.32M0.15%-94513F-HRTimelineGroup
Meridian Wealth Management, LLC21,419$4.28M0.15%-75913F-HRTimeline
FORTE ASSET MANAGEMENT LLC21,133$4.22M1.92%-1213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…20,358$4.07M0.05%+2,94713F-HRTimelineGroup
Acropolis Investment Management, LLC20,338$4.06M0.18%-35513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…20,240$4.04M0.01%-1,03313F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC20,033$4M0.13%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,888$3.97M0.1%+2,14813F-HRTimelineGroup
Cypress Wealth Services, LLC19,848$3.96M0.55%-2,04813F-HRTimeline
WEALTH ALLIANCE, LLC19,823$3.96M0.39%+34413F-HRTimeline
TSA Wealth Managment LLC19,656$3.92M1.3%+40313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP19,436$3.88M0.05%-12513F-HRTimeline
Midwest Trust Co19,365$3.87M0.05%-9113F-HRTimeline
Sowell Financial Services LLC19,194$3.83M0.14%+18413F-HRTimeline
Secure Asset Management, LLC19,129$3.82M0.6%-2,57813F-HRTimeline
PINNACLE ASSOCIATES LTD18,847$3.76M0.05%-20013F-HRTimeline
Stonebrook Private Inc.18,830$3.76M0.79%-1,00613F-HRTimeline
Lakeshore Financial Planning, Inc.18,751$3.74M1.34%+3,50813F-HRTimeline
Amundiin group Amundi18,648$3.72M<0.01%-4,87813F-HRTimelineGroup
Horst & Graben Wealth Management LLC18,443$3.68M0.56%-28113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,331$3.66M<0.01%+2,39013F-HRTimelineGroup
Lifestyle Asset Management, Inc.18,246$3.64M1.19%+4,70513F-HRTimeline
Connecticut Wealth Management, LLC18,232$3.64M0.16%013F-HRTimeline
Joel Isaacson & Co., LLC18,138$3.62M0.12%+2,34013F-HRTimeline
Caprock Group, LLC18,134$3.62M0.08%+24913F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…17,990$3.59M1.06%-12313F-HRTimeline
Sovran Advisors, LLC17,881$3.57M0.3%-23413F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…17,854$3.57M0.02%-313F-HRTimeline
Quest 10 Wealth Builders, Inc.17,853$3.56M3.19%-16713F-HRTimeline
Tennessee Valley Asset Management Partn…17,697$3.53M0.46%+2,75013F-HRTimeline
Arete Wealth Advisors, LLC17,684$3.53M0.24%+12,58613F-HR/ATimeline
TRUE Private Wealth Advisors17,554$3.51M0.35%+5,94413F-HRTimeline
Snowden Capital Advisors LLC17,530$3.5M0.09%-2,39113F-HRTimeline
Inscription Capital, LLC17,512$3.5M0.36%+85413F-HRTimeline
Mosley Wealth Management17,302$3.48M1.59%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI17,267$3.45M0.19%-33513F-HRTimeline
RFG Advisory, LLC17,267$3.45M0.06%+53013F-HRTimeline
Glenview Trust Co17,120$3.42M0.05%+3,45413F-HRTimeline
Matthew Goff Investment Advisor, LLC17,111$3.42M0.61%-59313F-HRTimeline
HB Wealth Management, LLC17,101$3.41M0.02%+38813F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…16,967$3.39M0.6%-1,35713F-HRTimeline
Haverford Trust Co16,784$3.35M0.03%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC16,710$3.34M1.12%-26113F-HRTimelineGroup
Terra Nova Asset Management LLC16,488$3.29M2.17%-6413F-HRTimeline
CHOREO, LLC16,145$3.25M0.04%-1,50913F-HRTimeline
Ayalon Insurance Comp Ltd.16,230$3.24M0.79%013F-HRTimeline
Balboa Wealth Partners16,094$3.21M0.53%-35513F-HRTimeline
Mullooly Asset Management, Inc.15,989$3.19M1.17%-73913F-HRTimeline
Oak Barrel Wealth Advisory LLC15,939$3.18M1.9%13F-HRTimeline
FIRST MANHATTAN CO. LLC.15,916$3.18M0.01%+1213F-HRTimeline
Lakeridge Wealth Management LLC15,907$3.18M1.44%-1,48813F-HRTimeline
FIRST UNITED BANK & TRUST15,816$3.16M1.01%-10013F-HRTimeline
Wealthspire Advisors, LLC15,788$3.15M0.03%-20,87613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC15,750$3.14M<0.01%+13,94413F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT15,708$3.14M0.25%-1,62513F-HRTimeline
Tyche Wealth Partners LLC15,702$3.14M0.5%-88913F-HRTimeline
PROMETHIUM ADVISORS,LLC15,658$3.13M1.69%-2713F-HRTimeline
Activest Wealth Management15,615$3.12M0.58%+14,45513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT15,487$3.09M0.2%+1,99713F-HRTimeline
Regal Investment Advisors LLC15,451$3.09M0.18%-47913F-HRTimeline
Gotham Asset Management, LLC15,440$3.08M0.01%-56413F-HRTimeline
Integrity Advisory Solutions, LLC15,355$3.07M0.44%+57213F-HRTimeline
Waverly Advisors, LLC15,298$3.05M0.02%-16013F-HRTimeline
PFG Investments, LLC15,272$3.05M0.14%-18,18013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,233$3.04M0.03%-62313F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.15,206$3.04M0.26%-3,47913F-HRTimeline
NWAM LLC15,192$3.04M0.17%-2,00213F-HRTimeline
Leeward Financial Partners, LLC15,002$3M0.84%-45013F-HRTimeline
W ADVISORS, LLC14,937$2.98M1.5%-8913F-HRTimeline
Second Half Financial Partners, LLC14,855$2.97M1.32%013F-HRTimeline
DUNCKER STREETT & CO INC14,853$2.97M0.53%-20013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC14,786$2.95M0.93%+30513F-HRTimeline
VestGen Advisors, LLC14,729$2.94M0.13%-99613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,712$2.94M<0.01%-21,38913F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…14,711$2.94M0.25%-9713F-HRTimelineGroup
Adams Wealth Management14,344$2.86M0.61%-77513F-HRTimeline
CacheTech Inc.14,344$2.86M0.53%-77513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,320$2.86M0.03%+1,17413F-HRTimelineGroup
Tempus Wealth Planning, LLC14,154$2.83M0.65%-38413F-HRTimeline
World Investment Advisors14,127$2.82M0.05%+6,46113F-HR/ATimeline
Lakeshore Capital Group, Inc.13,880$2.77M2.22%-19613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding13,791$2.77M+621Timeline
CENTAURUS FINANCIAL, INC.13,851$2.77M0.13%+9413F-HRTimeline
Beacon Pointe Advisors, LLC13,701$2.74M0.02%+63113F-HRTimeline
Western Wealth Management, LLC13,636$2.72M0.13%-91113F-HRTimeline
KKM Financial LLC13,505$2.7M0.48%-68913F-HRTimeline
Eagle Strategies LLC13,503$2.7M0.34%+3613F-HRTimeline
Conservest Capital Advisors, Inc.13,496$2.69M0.24%-1,16913F-HRTimeline
Roof Eidam Maycock Peralta, LLC13,408$2.68M0.61%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,258$2.67M0.18%+1,66013F-HRTimeline
LVW Advisors, LLC13,362$2.67M0.27%-4413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC13,327$2.66M0.02%+61513F-HRTimelineGroup
ONE Advisory Partners, LLC13,234$2.64M0.8%-1,18613F-HRTimeline
LongView Wealth Management12,991$2.63M0.64%-23813F-HRTimeline
USA FINANCIAL FORMULAS13,126$2.62M0.48%-2,07513F-HRTimeline
WADDELL & ASSOCIATES, LLC13,098$2.62M0.18%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…13,079$2.61M0.56%+11,38913F-HRTimeline
Mayflower Financial Advisors, LLC13,075$2.61M0.32%+17313F-HRTimeline
Concorde Asset Management, LLC12,909$2.58M1.03%-77813F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC12,896$2.58M0.15%13F-HRTimeline
Montis Financial, LLC12,873$2.57M0.51%-25713F-HRTimeline
Summit Financial, LLC12,805$2.56M0.04%+1,11513F-HRTimeline
Financial Perspectives, Inc12,796$2.56M0.69%+13513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,703$2.54M0.14%+74613F-HRTimeline
M1 Capital Management LLC12,676$2.53M1.06%-1,33113F-HRTimeline
Keystone Wealth Services, LLC12,646$2.53M0.53%-45813F-HRTimeline
LRI Investments, LLC12,465$2.49M0.2%013F-HRTimeline
Allworth Financial LP12,319$2.46M0.01%+2,39613F-HRTimeline
STOCK YARDS BANK & TRUST CO12,216$2.44M0.07%+3913F-HRTimeline
BridgePort Financial Solutions, LLC12,158$2.43M0.65%-1,10513F-HRTimeline
Cyndeo Wealth Partners, LLC12,073$2.41M0.13%+1,57513F-HRTimeline
Ballew Advisors, Inc11,792$2.38M1.34%-38313F-HRTimeline
TD Waterhouse Canada Inc.11,812$2.36M0.01%+1,34713F-HRTimeline
BEACON FINANCIAL GROUP11,776$2.35M0.23%+1,55713F-HRTimeline
Bragg Financial Advisors, Inc11,694$2.34M0.08%013F-HRTimeline
Advus Financial Partners, LLC11,604$2.32M0.83%-1,59213F-HR/ATimeline
Principle Wealth Partners LLC11,548$2.31M0.13%-4013F-HRTimeline
Outlook Wealth Advisors, LLC11,487$2.29M0.52%-50713F-HRTimeline
EWA, LLC11,414$2.28M0.56%+78613F-HRTimeline
IBEX WEALTH ADVISORS11,410$2.28M0.22%+4,17813F-HRTimeline
Legacy Private Trust Co.11,362$2.27M0.13%-18413F-HRTimeline
Clear Creek Financial Management, LLC11,342$2.26M0.18%-50013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,331$2.26M0.35%-34813F-HRTimeline
B. Riley Wealth Advisors, Inc.11,211$2.24M0.11%-13013F-HRTimeline
Dale Q Rice Investment Management Ltd11,199$2.24M1.6%-2613F-HRTimeline
EQ LLC11,100$2.22M0.64%+31913F-HRTimeline
Nova Wealth Management, Inc.11,075$2.21M1.52%-3613F-HRTimeline
SeaCrest Wealth Management, LLC10,896$2.21M0.22%+43713F-HRTimeline
West Wealth Group, LLC10,886$2.17M0.45%-51013F-HRTimeline
AdvisorNet Financial, Inc10,870$2.17M0.12%+60613F-HRTimeline
WealthCare Investment Partners, LLC10,855$2.17M0.63%-29013F-HRTimeline
D.A. DAVIDSON & CO.10,780$2.15M0.01%-18213F-HRTimeline
Magnus Financial Group LLC10,707$2.14M0.16%+11413F-HRTimeline
Canvas Wealth Advisors, LLC10,702$2.14M0.36%013F-HRTimeline
Apella Capital, LLC10,656$2.13M0.04%new13F-HRTimeline
Castle Rock Wealth Management, LLC10,989$2.12M0.46%+28213F-HRTimeline
Kovack Advisors, Inc.10,622$2.12M0.1%+5,56413F-HR/ATimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC10,606$2.12M0.02%+5,14213F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…10,571$2.11M0.25%+15213F-HRTimeline
Wealth Quarterback LLC10,500$2.1M0.75%-9,14713F-HRTimeline
Coastal Bridge Advisors, LLC10,487$2.09M0.16%-7513F-HRTimeline
SONATA CAPITAL GROUP INC10,480$2.09M0.76%013F-HRTimeline
NCM Capital Management, LLC10,472$2.09M0.78%+20113F-HRTimeline
Global Financial Private Client, LLC10,464$2.09M0.73%013F-HRTimeline
Montz Harcus Wealth Management LLC10,453$2.09M0.85%+6413F-HRTimeline
Redwood Financial Network Corp10,307$2.06M1.31%+55413F-HRTimeline
LiftPoint Family Wealth Advisors LLC10,280$2.05M1.75%13F-HRTimeline
PATTEN & PATTEN INC/TN10,273$2.05M0.12%013F-HRTimeline
WESBANCO BANK INC10,216$2.04M0.06%-14913F-HRTimeline
Wealthspire Retirement, LLC10,132$2.02M0.12%-1813F-HRTimeline
AlphaCore Capital LLC10,108$2.02M0.05%+7,54213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,100$2.02M<0.01%-6,90013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,996$2M0.03%-23613F-HRTimelineGroup
Visionary Wealth Advisors9,989$1.99M0.09%+113F-HRTimeline
Csenge Advisory Group9,903$1.98M0.09%-18113F-HRTimeline
Maltin Wealth Management, Inc.9,832$1.96M0.78%-13213F-HRTimeline
Northside Capital Management, LLC9,800$1.96M0.17%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding9,794$1.96M-127Timeline
Kelly Financial Services LLC9,705$1.94M0.49%-2,42313F-HRTimeline
Aptus Capital Advisors, LLC9,670$1.93M0.02%+43713F-HRTimeline