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Disclosery

IYW ISHARES TR

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SHS (fund)

1,170 managers (1,184 13F filers) reported a position in IYW shares at 2026-03-31, 50,635,981 shares in all. 59 filers opened a position and 129 filers sold out during the quarter.

Managers
1,170
13F filers
1,184
New
59
Added
255
Reduced
522
Sold out
129
Shares held by filers
50,635,981

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WBH ADVISORY INC23,717$4.37M0.33%-15913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…23,893$4.33M0.17%-43513F-HRTimelineGroup
Rathbones Group PLC23,746$4.31M0.02%-1,41413F-HR/ATimeline
Arax Advisory Partners23,732$4.31M0.12%+17,65113F-HRTimeline
Cornerstone Wealth Management, LLC23,186$4.21M0.21%+20113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC23,144$4.2M0.02%+1,50813F-HRTimeline
Geneos Wealth Management Inc.22,983$4.17M0.1%+59313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…22,749$4.13M0.02%-73513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,745$4.13M0.1%+2,85713F-HRTimelineGroup
DT Investment Partners, LLC22,678$4.11M0.34%013F-HRTimeline
Forthright Family Wealth Advisory LLC30,268$4.09M2.74%+3,99113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,475$4.08M0.09%-18,09813F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV22,352$4.06M0.25%-7,37213F-HRTimeline
Sovran Advisors, LLC18,190$3.97M0.31%+30913F-HRTimeline
Sunbelt Securities, Inc.21,691$3.94M0.25%-25413F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…21,667$3.93M0.67%+4,70013F-HRTimeline
Horst & Graben Wealth Management LLC17,954$3.92M0.54%-48913F-HRTimeline
D.A. DAVIDSON & CO.21,454$3.89M0.02%+10,67413F-HRTimeline
Patriot Financial Group Insurance Agenc…21,354$3.87M0.22%+10,78313F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP20,956$3.8M0.04%-7,12413F-HRTimelineGroup
Arkadios Wealth Advisors20,954$3.8M0.06%-5,64413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC20,941$3.8M0.13%-67713F-HRTimelineGroup
MGO ONE SEVEN LLC20,920$3.8M0.08%-88113F-HRTimeline
VestGen Advisors, LLC15,608$3.7M0.1%+87913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,321$3.69M<0.01%+5,60913F-HRTimelineGroup
CIBC WORLD MARKET INC.20,251$3.67M0.01%-2,65613F-HRTimeline
Mutual Advisors, LLC20,123$3.65M0.08%-3,05113F-HRTimeline
Counterweight Ventures, LLC20,074$3.64M2.04%-6,31913F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC20,033$3.63M0.12%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP19,855$3.6M0.2%+7,15213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …19,793$3.59M0.2%-12,12313F-HRTimeline
Acropolis Investment Management, LLC19,777$3.59M0.16%-56113F-HRTimeline
Midwest Trust Co19,377$3.52M0.04%+1213F-HRTimeline
Meridian Wealth Management, LLC19,311$3.5M0.12%-2,10813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP19,194$3.48M0.04%-24213F-HRTimeline
Shepherd Financial Partners LLC18,957$3.44M0.33%-17,25313F-HRTimeline
Icon Wealth Advisors, LLC15,908$3.44M0.22%-16,67913F-HRTimeline
Mosley Wealth Management17,399$3.41M1.54%+9713F-HRTimeline
PINNACLE ASSOCIATES LTD18,708$3.39M0.04%-13913F-HRTimeline
Cypress Wealth Services, LLC18,460$3.35M0.47%-1,38813F-HRTimeline
Lakeshore Financial Planning, Inc.18,415$3.34M1.21%-33613F-HRTimeline
Connecticut Wealth Management, LLC18,387$3.34M0.14%+15513F-HRTimeline
Snowden Capital Advisors LLC18,359$3.33M0.09%+82913F-HRTimeline
Foundations Investment Advisors, LLC18,322$3.32M0.04%-4,10113F-HRTimeline
TSA Wealth Managment LLC18,143$3.29M1.06%-1,51313F-HRTimeline
Joel Isaacson & Co., LLC18,139$3.29M0.11%+113F-HRTimeline
Quest 10 Wealth Builders, Inc.18,107$3.29M2.88%+25413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,081$3.28M0.04%-134,73413F-HRTimelineGroup
Inscription Capital, LLC18,067$3.28M0.34%+55513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,044$3.27M<0.01%-28713F-HRTimelineGroup
Caprock Group, LLC17,820$3.23M0.08%-31413F-HRTimeline
Tennessee Valley Asset Management Partn…17,634$3.2M0.42%-6313F-HRTimeline
Central Pacific Bank - Trust Division17,630$3.2M0.41%-24,61413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC17,528$3.18M0.34%-51,73413F-HRTimeline
Amundiin group Amundi17,327$3.14M<0.01%-1,32113F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI17,279$3.13M0.14%+1213F-HRTimeline
Western Wealth Management, LLC17,175$3.12M0.12%+3,53913F-HR/ATimeline
RFG Advisory, LLC17,168$3.11M0.06%-9913F-HRTimeline
HB Wealth Management, LLC17,101$3.1M0.02%013F-HRTimeline
Matthew Goff Investment Advisor, LLC16,903$3.07M0.51%-20813F-HRTimeline
Ayalon Insurance Comp Ltd.16,800$3.05M0.62%+57013F-HRTimeline
Haverford Trust Co16,784$3.04M0.03%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…16,533$3M0.01%-3,70713F-HRTimeline
FORTE ASSET MANAGEMENT LLC16,409$2.98M1.31%-4,72413F-HRTimeline
Terra Nova Asset Management LLC16,184$2.94M2.17%-30413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC16,067$2.91M0.89%+1,28113F-HRTimeline
Beacon Pointe Advisors, LLC16,035$2.91M0.02%+2,33413F-HRTimeline
Tyche Wealth Partners LLC15,999$2.9M0.45%+29713F-HRTimeline
Lakeridge Wealth Management LLC15,978$2.9M1.25%+7113F-HRTimeline
WEALTH ALLIANCE, LLC15,969$2.9M0.29%-3,85413F-HRTimeline
Gotham Asset Management, LLC15,921$2.89M0.01%+48113F-HRTimeline
FIRST MANHATTAN CO. LLC.15,916$2.89M0.01%013F-HRTimeline
Mullooly Asset Management, Inc.15,861$2.88M1.06%-12813F-HRTimeline
CHOREO, LLC15,746$2.86M0.04%-39913F-HRTimeline
Adams Wealth Management15,612$2.83M0.62%+1,26813F-HRTimeline
CacheTech Inc.15,612$2.83M0.55%+1,26813F-HRTimeline
Sanchez Gaunt Capital Management, LLC15,597$2.83M1.77%13F-HRTimeline
Commonwealth Financial Services, LLC15,566$2.82M0.45%-18,37513F-HRTimeline
Wallace Hart LLC15,460$2.8M3.86%+6,28513F-HRTimeline
PROMETHIUM ADVISORS,LLC15,285$2.77M1.44%-37313F-HRTimeline
Integrity Advisory Solutions, LLC15,274$2.77M0.37%-8113F-HRTimeline
Regal Investment Advisors LLC15,259$2.77M0.16%-19213F-HRTimeline
STOCK YARDS BANK & TRUST CO15,080$2.74M0.09%+2,86413F-HRTimeline
Glenview Trust Co15,060$2.73M0.04%-2,06013F-HRTimeline
Leeward Financial Partners, LLC15,002$2.72M0.81%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.14,991$2.72M0.25%-21513F-HRTimeline
KKM Financial LLC13,505$2.7M0.48%013F-HRTimeline
Second Half Financial Partners, LLC14,855$2.69M1.21%013F-HRTimeline
W ADVISORS, LLC14,841$2.69M1.38%-9613F-HRTimeline
Waverly Advisors, LLC14,754$2.68M0.02%-54413F-HRTimeline
Nova Wealth Management, Inc.14,674$2.66M1.73%+3,59913F-HRTimeline
NorthRock Partners, LLC14,651$2.66M0.04%-9,43613F-HRTimeline
FIRST UNITED BANK & TRUST14,544$2.64M0.86%-1,27213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC14,501$2.63M0.95%-2,20913F-HR/ATimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT14,430$2.62M0.17%-1,05713F-HRTimeline
CONDOR CAPITAL MANAGEMENT14,419$2.62M0.22%-1,28913F-HRTimeline
EWA, LLC14,233$2.58M0.59%+2,81913F-HRTimeline
LongView Wealth Management12,687$2.56M0.64%-30413F-HRTimeline
Tempus Wealth Planning, LLC13,837$2.51M0.58%-31713F-HRTimeline
AE Wealth Management LLC13,798$2.5M0.01%-31,00213F-HRTimeline
May Hill Capital, LLC13,718$2.49M0.62%+4,12713F-HRTimeline
Lakeshore Capital Group, Inc.13,692$2.48M2.03%-18813F-HRTimeline
Wealthspire Advisors, LLC13,581$2.46M0.02%-2,20713F-HRTimeline
DUNCKER STREETT & CO INC13,555$2.46M0.47%-1,29813F-HRTimeline
Conservest Capital Advisors, Inc.13,485$2.45M0.22%-1113F-HRTimeline
Roof Eidam Maycock Peralta, LLC13,408$2.43M0.56%013F-HRTimeline
WADDELL & ASSOCIATES, LLC13,316$2.42M0.14%+21813F-HRTimeline
PFG Investments, LLC13,287$2.41M0.11%-1,98513F-HRTimeline
Mayflower Financial Advisors, LLC13,140$2.38M0.29%+6513F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC13,103$2.38M0.13%+20713F-HRTimeline
Quantbot Technologies LP13,013$2.36M0.1%+10,35913F-HRTimeline
Financial Perspectives, Inc12,924$2.34M0.65%+12813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,825$2.33M0.01%-50213F-HRTimelineGroup
World Investment Advisors12,689$2.3M0.04%-1,43813F-HRTimeline
Allworth Financial LP12,502$2.27M0.01%+18313F-HRTimeline
EQ LLC12,471$2.26M0.64%+1,37113F-HRTimeline
LRI Investments, LLC12,465$2.26M0.2%013F-HRTimeline
Apella Capital, LLC10,758$2.26M0.03%+10213F-HRTimeline
Montis Financial, LLC12,388$2.25M0.46%-48513F-HRTimeline
Ballew Advisors, Inc11,536$2.23M1.26%-25613F-HRTimeline
CENTAURUS FINANCIAL, INC.12,149$2.2M0.1%-1,70213F-HRTimeline
Keystone Wealth Services, LLC11,951$2.17M0.46%-69513F-HRTimeline
ONE Advisory Partners, LLC11,854$2.15M0.66%-1,38013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,796$2.14M0.16%-1,46213F-HRTimeline
NWAM LLC11,769$2.14M0.12%-3,42313F-HRTimeline
Concorde Asset Management, LLC11,759$2.13M1.05%-1,15013F-HRTimeline
Bragg Financial Advisors, Inc11,679$2.12M0.07%-1513F-HRTimeline
Avior Wealth Management, LLC11,658$2.11M0.06%+3,52413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,593$2.1M0.02%-2,72713F-HRTimelineGroup
Principle Wealth Partners LLC11,548$2.09M0.12%013F-HRTimeline
Sowell Financial Services LLC11,515$2.09M0.08%-7,67913F-HRTimeline
Kovack Advisors, Inc.11,380$2.09M0.11%+75813F-HRTimeline
Castle Rock Wealth Management, LLC11,246$2.08M0.45%+25713F-HRTimeline
Advus Financial Partners, LLC11,408$2.07M0.78%-19613F-HR/ATimeline
Outlook Wealth Advisors, LLC11,399$2.07M0.5%-8813F-HRTimeline
Steelhead Wealth Management LLC11,348$2.06M1.04%13F-HRTimeline
EARNED WEALTH ADVISORS, LLC11,301$2.05M0.14%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,239$2.04M0.32%-9213F-HRTimeline
AdvisorNet Financial, Inc11,228$2.04M0.11%+35813F-HRTimeline
Dale Q Rice Investment Management Ltd11,195$2.03M1.54%-413F-HRTimeline
Legacy Private Trust Co.11,158$2.02M0.13%-20413F-HRTimeline
SeaCrest Wealth Management, LLC11,105$2.01M0.22%+20913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding9,306$2.01M-4,485Timeline
CPWA, LLC8,365$2.01M2.4%13F-HRTimeline
IBEX WEALTH ADVISORS11,035$2M0.19%-37513F-HRTimeline
S. R. Schill & Associates10,956$1.99M1.34%new13F-HRTimeline
Redwood Financial Network Corp10,954$1.99M1.3%+64713F-HRTimeline
Belvedere Trading LLC10,878$1.97M0.26%new13F-HRTimeline
Canvas Wealth Advisors, LLC10,702$1.94M0.33%013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC10,606$1.92M0.02%013F-HRTimelineGroup
SONATA CAPITAL GROUP INC10,480$1.9M0.7%013F-HRTimeline
Global Financial Private Client, LLC10,464$1.9M0.62%013F-HRTimeline
WealthCare Investment Partners, LLC10,175$1.89M0.52%-68013F-HRTimeline
NCM Capital Management, LLC10,422$1.89M0.68%-5013F-HRTimeline
Coastal Bridge Advisors, LLC10,410$1.89M0.13%-7713F-HRTimeline
PATTEN & PATTEN INC/TN10,273$1.86M0.11%013F-HRTimeline
WESBANCO BANK INC10,216$1.85M0.05%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,105$1.83M0.02%+10913F-HRTimelineGroup
BEACON FINANCIAL GROUP10,079$1.83M0.18%-1,69713F-HRTimeline
Wealthspire Retirement, LLC10,063$1.83M0.11%-6913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,044$1.82M0.02%-5,18913F-HRTimelineGroup
West Wealth Group, LLC9,962$1.81M0.36%-92413F-HRTimeline
BridgePort Financial Solutions, LLC9,941$1.8M0.51%-2,21713F-HRTimeline
Csenge Advisory Group9,869$1.79M0.08%-3413F-HRTimeline
Visionary Wealth Advisors9,869$1.79M0.08%-12013F-HRTimeline
Magnus Financial Group LLC9,820$1.78M0.14%-88713F-HRTimeline
Northside Capital Management, LLC9,800$1.78M0.16%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding9,793$1.78M-1Timeline
B. Riley Wealth Advisors, Inc.10,139$1.76M0.11%-1,07213F-HRTimeline
Maia Wealth LLC9,629$1.75M0.3%-44913F-HRTimeline
Maltin Wealth Management, Inc.9,535$1.73M0.66%-29713F-HRTimeline
BOSTON FAMILY OFFICE LLC9,500$1.72M0.11%013F-HRTimeline
AlphaCore Capital LLC9,468$1.72M0.04%-64013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.9,388$1.7M0.81%-9913F-HRTimeline
Aptus Capital Advisors, LLC9,376$1.7M0.01%-29413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,170$1.69M0.12%-18513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC9,312$1.69M0.17%-1513F-HRTimeline
Beacon Bridge Wealth Partners, LLC9,301$1.69M0.56%-2813F-HRTimeline
Kelly Financial Services LLC9,280$1.68M0.41%-42513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC9,275$1.68M0.21%-16913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,262$1.68M0.01%+63413F-HRTimeline
Aviance Capital Partners, LLC9,217$1.67M0.2%-13013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,216$1.67M0.04%+89813F-HRTimeline
MERIDIAN MANAGEMENT CO9,200$1.67M0.42%013F-HRTimeline
RWA WEALTH PARTNERS, LLC9,146$1.66M0.02%013F-HRTimeline
AdvisorShares Investments LLC9,132$1.66M0.3%-22,78513F-HRTimeline
TIAAgroup of 2 filers holding9,044$1.64M+3,361Timeline
First National Trust Co9,039$1.64M0.06%-6213F-HRTimeline
Montz Harcus Wealth Management LLC9,011$1.63M0.66%-1,44213F-HRTimeline
Advisory Alpha, LLC9,010$1.63M0.04%-39513F-HRTimeline
Blue Trust, Inc.8,979$1.63M0.02%-19813F-HRTimeline
Catalina Capital Group, LLC8,824$1.6M0.98%+6313F-HRTimeline
Investment Advisory Group, LLC8,738$1.59M0.4%+19713F-HRTimeline
HCR Wealth Advisors8,654$1.57M0.16%-56013F-HRTimeline
Samara Investment Management, LLC8,566$1.55M1.61%13F-HRTimeline
Chesley Taft & Associates LLC8,551$1.55M0.06%-5513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,527$1.55M0.21%-113F-HRTimeline
Balance Wealth Partners LLC8,470$1.54M0.48%-1113F-HRTimeline
Cyndeo Wealth Partners, LLC8,398$1.52M0.08%-3,67513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,334$1.51M<0.01%013F-HRTimelineGroup