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Disclosery

IYW ISHARES TR

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SHS (fund)

1,286 managers (1,302 13F filers) reported a position in IYW shares at 2026-06-30, 51,849,296 shares in all. 160 filers opened a position and 47 filers sold out during the quarter.

Managers
1,286
13F filers
1,302
New
160
Added
279
Reduced
492
Sold out
47
Shares held by filers
51,849,296

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Meridian Wealth Advisors, LLC8,051$2.03M0.23%-2513F-HRTimeline
Bawa N Mallick Trust8,000$2.02M0.65%013F-HRTimeline
Sharkey, Howes & Javer7,941$2M0.24%-1613F-HRTimeline
Pallas Capital Advisors LLC7,917$2M0.06%+53613F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,866$1.98M0.02%-7013F-HR/ATimeline
NewEdge Wealth, LLC7,847$1.98M0.02%-16013F-HRTimeline
PRIVATE TRUST CO NA7,837$1.98M0.16%-413F-HRTimeline
NAVELLIER & ASSOCIATES INC7,835$1.98M0.16%+3,14413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC7,784$1.96M0.21%+83613F-HRTimeline
West Wealth Group, LLC7,744$1.95M0.32%-2,21813F-HRTimeline
UNIQUE WEALTH, LLC7,741$1.95M0.23%+14513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,629$1.92M0.05%+6,30513F-HRTimelineGroup
Asempa Wealth Advisors7,573$1.91M1.46%-26913F-HRTimeline
Certified Advisory Corp7,551$1.9M0.15%+2,80613F-HRTimeline
Sowell Financial Services LLC7,539$1.9M0.06%-3,97613F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC7,509$1.89M0.3%-2413F-HRTimeline
Moors & Cabot, Inc.7,495$1.89M0.07%-11713F-HRTimeline
Rossby Financial, LCC7,399$1.87M0.34%-57113F-HRTimeline
Greenspring Advisors, LLC7,329$1.85M0.1%-2913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC7,322$1.85M0.03%+613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO7,290$1.84M0.15%-28313F-HRTimeline
BridgePort Financial Solutions, LLC7,253$1.83M0.47%-2,68813F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …7,243$1.83M0.63%13F-HRTimeline
Kaydan Wealth Management, Inc.7,185$1.81M0.55%013F-HRTimeline
Compass Financial Group, Inc. (Ohio)7,172$1.81M1.21%-76713F-HRTimeline
Curi Capital, LLC7,108$1.79M0.03%-54913F-HRTimeline
Clear Creek Financial Management, LLC7,094$1.79M0.12%+9913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …7,035$1.77M0.01%-71213F-HRTimelineGroup
Westside Investment Management, Inc.7,007$1.77M0.23%+17013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,995$1.76M0.03%+4113F-HRTimeline
SAXON INTERESTS, INC.6,935$1.75M0.48%-26613F-HRTimeline
American Institute for Advanced Investm…6,929$1.75M1.01%+14913F-HRTimeline
LANARK FINANCIAL, INC.6,878$1.73M0.12%-413F-HRTimeline
Americana Partners, LLC6,840$1.73M0.04%-5213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,797$1.71M0.06%+3,51813F-HRTimeline
ADELL HARRIMAN & CARPENTER INC6,788$1.71M0.09%-13713F-HRTimeline
Aurora Private Wealth, Inc.6,764$1.71M1.08%+313F-HRTimeline
First Western Trust Bank6,700$1.69M0.08%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,680$1.68M0.54%13F-HRTimeline
Olde Wealth Management, LLC6,667$1.68M0.48%013F-HRTimeline
CWA Asset Management Group, LLC6,651$1.68M0.05%-14413F-HRTimeline
Empowered Funds, LLC6,632$1.67M0.01%-13713F-HRTimeline
Ridgeline Wealth, LLC6,617$1.67M0.98%-1213F-HRTimeline
Cyndeo Wealth Partners, LLC6,565$1.66M0.08%-1,83313F-HRTimeline
Blue Trust, Inc.6,539$1.65M0.02%-2,44013F-HRTimeline
Purewater Capital LLC6,499$1.64M1.18%+92113F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,498$1.64M0.44%-8513F-HRTimeline
BROOKTREE CAPITAL MANAGEMENT6,476$1.63M1.07%013F-HRTimeline
M3 Advisory Group, LLC6,462$1.63M0.85%-51513F-HRTimeline
Zhang Financial LLC6,454$1.63M0.05%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC6,386$1.61M0.52%+1,25213F-HRTimeline
TWO SIGMA SECURITIES, LLC6,385$1.61M0.14%new13F-HRTimeline
WILLNER & HELLER, LLC6,372$1.61M1.01%-11813F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,348$1.6M0.15%013F-HRTimeline
Summit Financial, LLC6,324$1.6M0.02%+1,86313F-HRTimeline
Berkeley Capital Partners, LLC6,280$1.58M0.33%+26113F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…6,238$1.57M0.16%-47613F-HRTimeline
IBEX WEALTH ADVISORS6,234$1.57M0.12%-4,80113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO6,161$1.55M<0.01%+2,45113F-HRTimelineGroup
DAGCO, INC.6,107$1.54M0.28%-513F-HRTimeline
PKS Advisory Services, LLC6,073$1.53M0.24%-35113F-HRTimeline
Lavaca Capital LLC6,059$1.53M0.16%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,048$1.53M0.07%-16,30413F-HRTimeline
Comprehensive Financial Planning, Inc./…6,032$1.52M0.81%+3213F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…6,029$1.52M0.43%-1,29113F-HRTimeline
Worth Asset Management, LLC5,996$1.51M0.48%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,898$1.49M0.1%-313F-HRTimeline
Wealthstar Advisors, LLC5,879$1.48M0.74%-36113F-HRTimeline
Montz Harcus Wealth Management LLC5,811$1.47M0.52%-3,20013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…5,789$1.46M0.08%013F-HRTimeline
PARK NATIONAL CORP /OH/5,773$1.46M0.04%-2713F-HRTimeline
Petix & Botte Co5,758$1.45M0.29%+2,87913F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC5,749$1.45M0.08%013F-HRTimeline
WEDBUSH SECURITIES INC5,750$1.45M0.04%-3713F-HRTimeline
Clearstead Advisors, LLC5,731$1.45M0.01%-22513F-HRTimeline
CHAPIN DAVIS, INC.5,700$1.44M0.25%-1913F-HRTimeline
World Investment Advisors7,825$1.44M0.02%-4,86413F-HRTimeline
GREENLEAF TRUST5,657$1.43M0.01%-5513F-HRTimeline
Cassaday & Co Wealth Management LLC5,620$1.42M0.03%013F-HRTimeline
Tradition Wealth Management, LLC5,596$1.41M0.09%013F-HRTimeline
Beacon Bridge Wealth Partners, LLC5,595$1.41M0.4%-3,70613F-HRTimeline
Westwood Wealth Management5,590$1.41M0.41%-22013F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC5,644$1.41M0.93%-1013F-HRTimeline
Hudson Portfolio Management LLC5,575$1.41M1.06%-52513F-HRTimeline
Shared Vision Wealth Group LLC5,574$1.41M0.48%-26513F-HRTimeline
HighPoint Advisor Group LLC5,563$1.4M0.05%+73313F-HRTimeline
Balboa Wealth Partners5,508$1.39M0.19%+4,21513F-HRTimeline
MKT Advisors LLC5,707$1.39M0.43%-41113F-HRTimeline
Savvy Advisors, Inc.5,426$1.37M0.03%+2,61613F-HRTimeline
SAX WEALTH ADVISORS, LLC7,525$1.37M0.06%+7113F-HRTimeline
Fortis Group Advisors, LLC5,390$1.36M0.22%-513F-HRTimeline
GRANVILLE CAPITAL, INC.5,355$1.35M0.6%+113F-HRTimeline
Accredited Investors Inc.5,307$1.34M0.06%-1,50713F-HRTimeline
WealthPlan Investment Management, LLC5,302$1.34M0.07%-52213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5,278$1.33M<0.01%+53613F-HRTimelineGroup
Symphony Financial Services, Inc.5,270$1.33M0.6%-10213F-HRTimeline
Orion Porfolio Solutions, LLC5,250$1.32M0.01%-85713F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners5,210$1.31M0.15%-4413F-HRTimelineGroup
KM Capital Management Ltd.5,206$1.31M0.62%new13F-HRTimeline
Palumbo Wealth Management LLC5,200$1.31M0.27%013F-HRTimeline
Old North State Wealth Management, LLC5,177$1.31M0.56%+48213F-HRTimeline
SIGNATUREFD, LLC5,176$1.31M0.02%+4,13813F-HRTimeline
Strategic Financial Concepts, LLC5,167$1.3M0.39%-43313F-HRTimeline
Yukon Wealth Management, Inc.5,152$1.3M0.37%-51213F-HRTimeline
Tactive Advisors, LLC5,133$1.29M0.32%+6013F-HRTimeline
MONTAG A & ASSOCIATES INC5,130$1.29M0.05%-56013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,096$1.28M0.03%+29513F-HRTimelineGroup
Qube Research & Technologies Ltd5,087$1.28M<0.01%+92513F-HRTimeline
Dakota Wealth Management5,075$1.28M0.02%013F-HRTimeline
Advyzon Investment Management, LLC5,031$1.27M0.09%-77113F-HRTimeline
Plancorp, LLC5,142$1.26M0.03%new13F-HRTimeline
COURIER CAPITAL LLC4,979$1.26M0.06%013F-HRTimeline
Choate Investment Advisors4,950$1.25M0.02%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,934$1.24M0.06%013F-HRTimelineGroup
Rede Wealth, LLC4,868$1.23M0.41%013F-HRTimeline
FAS Wealth Partners, Inc.4,864$1.23M0.06%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT4,860$1.23M0.33%-9313F-HRTimeline
Capital Investment Advisory Services, L…4,859$1.23M0.08%+4413F-HRTimeline
Unified Investment Management4,855$1.22M1.14%-49013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,829$1.22M0.02%+33613F-HRTimelineGroup
SIERRA SUMMIT ADVISORS LLC4,812$1.21M0.14%-54913F-HRTimeline
Retirement Wealth Solutions LLC4,808$1.21M0.67%013F-HRTimeline
Lighthouse Financial LLC4,795$1.21M0.63%013F-HRTimeline
Cardinal Point Capital Management ULC4,775$1.2M0.07%-7413F-HRTimeline
Triad Wealth Partners, LLC4,903$1.19M0.07%+1,74213F-HRTimeline
Retirement Planning Group, LLC4,736$1.19M0.03%+1,52513F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.4,712$1.19M0.16%+8013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,710$1.19M<0.01%-35,73013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,684$1.18M0.01%-2,11213F-HRTimelineGroup
LANE BROTHERS & CO INC4,683$1.18M0.77%-20813F-HRTimeline
NORTHLAND SECURITIES, INC.4,658$1.17M0.68%-69713F-HRTimeline
Smartleaf Asset Management LLC4,731$1.16M0.04%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC4,606$1.16M0.17%-16213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,595$1.16M0.3%-17713F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,735$1.16M0.28%+113F-HRTimeline
BURNS J W & CO INC/NY4,560$1.15M0.12%-5013F-HRTimeline
Westmount Partners, LLC4,530$1.14M0.25%013F-HRTimeline
Mainstream Capital Management LLC4,515$1.14M0.69%-2113F-HRTimeline
CrossGen Wealth, LLC4,488$1.13M0.88%+7013F-HRTimeline
TUDOR INVESTMENT CORP ET AL4,485$1.13M<0.01%new13F-HRTimeline
Occidental Asset Management, LLC4,482$1.13M0.11%-2413F-HRTimeline
Riverview Capital Advisers, LLC9,834$1.13M0.32%013F-HRTimeline
N.E.W. Advisory Services LLC4,459$1.12M0.08%-84513F-HRTimeline
Stanich Group LLC4,455$1.12M0.71%-2,39713F-HRTimeline
Vestmark Advisory Solutions, Inc.4,435$1.12M0.01%+613F-HRTimeline
Sequoia Financial Advisors, LLC4,418$1.11M0.01%013F-HRTimeline
Cornerstone Wealth Group, LLC4,417$1.11M0.07%-12013F-HRTimeline
Affiance Financial, LLC4,400$1.11M0.16%013F-HRTimeline
Integras Partners LLC4,396$1.11M0.61%new13F-HRTimeline
Presidio Capital Management, LLC4,343$1.1M0.27%-24213F-HRTimeline
Financial Engines Advisors L.L.C.4,329$1.09M<0.01%+1813F-HRTimeline
Lakeridge Wealth Management LLC4,323$1.09M0.4%-11,65513F-HRTimeline
Cooper Financial Group4,320$1.09M0.09%+113F-HRTimeline
WARNER FINANCIAL, INC4,313$1.09M0.32%013F-HRTimeline
Modera Wealth Management, LLC4,275$1.08M0.01%+26613F-HRTimeline
LiftPoint Family Wealth Advisors LLC4,271$1.08M0.73%-56113F-HRTimeline
Orange Investment Advisors, Inc.4,270$1.08M0.13%+2013F-HRTimeline
Signet Private Wealth LLC4,227$1.07M0.85%013F-HRTimeline
Harvest Investment Services, LLC4,218$1.06M0.16%+1,23013F-HRTimeline
Asset Dedication, LLC4,187$1.06M0.07%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,174$1.05M<0.01%+1,10713F-HRTimelineGroup
Root Financial Partners, LLC4,170$1.05M0.04%+913F-HRTimeline
SPINNAKER TRUST4,148$1.05M0.05%-13813F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC4,227$1.05M0.03%+1,29213F-HRTimelineGroup
Advance Capital Management, Inc.4,137$1.04M0.03%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,135$1.04M0.02%-2,61313F-HRTimelineGroup
Bison Wealth, LLC4,185$1.04M0.1%+2413F-HRTimeline
RIK SAYLOR FINANCIAL, INC.4,079$1.03M0.68%-4313F-HRTimeline
Valeo Financial Advisors, LLC4,012$1.01M0.02%+3513F-HRTimeline
Westover Capital Advisors, LLC4,000$1.01M0.17%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.3,998$1.01M<0.01%-3,16913F-HRTimelineGroup
Argyle Capital Partners, LLC3,963$1000K0.63%+30513F-HRTimeline
Latitude Advisors, LLC3,963$1000K0.4%-18013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,939$994K0.01%-64213F-HRTimeline
Gladstone Institutional Advisory LLC3,922$989K0.03%+18813F-HRTimeline
Schuylkill Financial LLC3,921$989K0.91%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,865$975K0.02%-4713F-HRTimelineGroup
Family Manage LLC3,860$974K0.1%013F-HRTimeline
Dodds Wealth, LLC3,851$971K0.22%-8813F-HRTimeline
Accel Wealth Management3,840$969K0.22%-2,26313F-HRTimeline
TrueWealth Advisors, LLC3,825$965K0.22%+23113F-HRTimeline
Ausdal Financial Partners, Inc.3,756$947K0.04%+31313F-HRTimeline
JB Capital LLC3,752$946K0.03%+18613F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.3,715$937K0.18%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,710$936K0.05%013F-HRTimeline
Davis Wealth Advisors, LLC3,703$934K0.72%-4,29913F-HRTimeline
Hilltop Partners LLC3,694$932K0.23%013F-HRTimeline
Amicus Financial Advisors, LLC3,674$927K0.23%013F-HRTimeline
Kingsview Wealth Management, LLC3,619$913K0.01%-1,72613F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC3,619$913K0.06%-9,48413F-HRTimeline
United Capital Management of KS, Inc.3,574$901K0.12%-9713F-HRTimeline
BLVD Private Wealth, LLC3,551$896K0.67%-1313F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.3,534$891K0.31%-37213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,512$886K0.02%+13313F-HRTimeline
Lantz Financial LLC3,496$882K0.16%-12313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,483$879K<0.01%-16,83813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,461$873K0.03%-92113F-HRTimelineGroup
Astoria Portfolio Advisors LLC.3,455$871K0.15%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,438$867K0.02%+1613F-HRTimeline
ASL Financial, LLC3,431$865K0.61%013F-HRTimeline