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Disclosery

IYW ISHARES TR

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SHS (fund)

1,141 managers (1,152 13F filers) reported a position in IYW shares at 2024-12-31, 79,943,638 shares in all. 54 filers opened a position and 43 filers sold out during the quarter.

Managers
1,141
13F filers
1,152
New
54
Added
367
Reduced
400
Sold out
43
Shares held by filers
79,943,638

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Concorde Asset Management, LLC13,047$2.08M1.09%+1,69413F-HRTimeline
Counterweight Ventures, LLC13,023$2.08M1.47%+3713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC12,945$2.07M1.35%+1,93913F-HRTimeline
NAVELLIER & ASSOCIATES INC12,736$2.03M0.24%+4,66113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …12,845$2.03M0.11%-1,99613F-HRTimelineGroup
Stonebrook Private Inc.12,670$2.02M0.53%-46413F-HRTimeline
Clear Creek Financial Management, LLC12,658$2.02M0.22%-21,63813F-HRTimeline
Bordeaux Wealth Advisors LLC12,600$2.01M0.32%-713F-HR/ATimeline
Hoxton Planning & Management, LLC12,534$2M0.76%-1,35413F-HRTimeline
Cyndeo Wealth Partners, LLC12,511$2M0.13%-20913F-HRTimeline
Moloney Securities Asset Management, LLC12,475$1.99M0.27%-53,47613F-HRTimeline
WESTBOURNE INVESTMENTS, INC.12,260$1.96M1.15%13F-HRTimeline
Ballew Advisors, Inc12,353$1.93M1.23%+1,24613F-HRTimeline
Fortis Group Advisors, LLC12,098$1.93M0.36%+3,18113F-HRTimeline
Financial Advocates Investment Manageme…12,044$1.92M0.11%-23,60813F-HRTimeline
Magnus Financial Group LLC12,029$1.92M0.19%+18413F-HRTimeline
Financial Perspectives, Inc12,004$1.91M0.64%+12413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC11,908$1.9M0.81%+59413F-HRTimeline
Principle Wealth Partners LLC11,862$1.89M0.13%-73013F-HRTimeline
WEDBUSH SECURITIES INC11,801$1.88M0.07%-44813F-HRTimeline
WESPAC Advisors, LLC11,769$1.88M1.38%+5,69613F-HRTimeline
AlphaMark Advisors, LLC11,765$1.88M0.81%-53713F-HRTimeline
Legacy Private Trust Co.11,741$1.87M0.12%-22513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,735$1.87M0.18%-2,13013F-HR/ATimeline
Westwood Wealth Management11,725$1.87M0.68%-5013F-HRTimeline
Bragg Financial Advisors, Inc11,694$1.87M0.08%-16513F-HRTimeline
Centurion Wealth Management LLC11,686$1.86M0.58%-68313F-HRTimeline
MONEYWISE, INC.11,565$1.84M0.92%+1,57313F-HRTimeline
World Investment Advisors11,527$1.84M0.05%-15513F-HRTimeline
Howard Capital Management, LLC11,215$1.79M0.03%-3413F-HRTimeline
Montz Harcus Wealth Management LLC11,204$1.79M1%-1,85113F-HRTimeline
Global Financial Private Client, LLC11,117$1.77M0.66%-8813F-HRTimeline
Nikulski Financial, Inc.11,094$1.77M0.52%+1,29913F-HRTimeline
Yardley Wealth Management LLC11,268$1.75M0.85%+8,45113F-HRTimeline
Clarus Wealth Advisors11,127$1.74M0.87%+38213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,724$1.71M+1,250Timeline
Canvas Wealth Advisors, LLC10,702$1.71M0.43%013F-HRTimeline
Copperleaf Capital, LLC10,696$1.71M1.08%-2,41913F-HRTimeline
Barnes Wealth Management Group, Inc10,690$1.71M1.14%13F-HRTimeline
EWG Elevate Inc.10,690$1.71M0.52%+2,13313F-HRTimeline
WealthCare Investment Partners, LLC10,687$1.71M0.74%+1,61113F-HRTimeline
Ridgeline Wealth, LLC10,555$1.68M1.37%13F-HRTimeline
Tennessee Valley Asset Management Partn…10,512$1.68M0.28%+1,16113F-HRTimeline
SONATA CAPITAL GROUP INC10,485$1.67M0.69%+513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…10,470$1.67M0.06%+313F-HRTimelineGroup
WESBANCO BANK INC10,365$1.65M0.06%+78013F-HRTimeline
Catalina Capital Group, LLC10,357$1.65M0.54%+2,67113F-HRTimeline
First National Trust Co10,329$1.65M0.06%-68513F-HRTimeline
Quantinno Capital Management LP10,214$1.63M0.02%+4,20313F-HRTimeline
THEORY FINANCIAL LLC10,209$1.63M0.68%+2313F-HRTimeline
Marcum Wealth, LLC10,208$1.63M0.14%-1813F-HRTimeline
Wealthspire Retirement, LLC10,177$1.62M0.13%+913F-HRTimeline
Geneos Wealth Management Inc.10,112$1.61M0.06%+11913F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC10,094$1.61M0.45%-5,32013F-HRTimeline
Maltin Wealth Management, Inc.10,090$1.61M0.79%-20313F-HRTimeline
GeoWealth Management, LLC10,081$1.61M0.05%-47013F-HRTimeline
Nova Wealth Management, Inc.10,008$1.6M1.38%13F-HRTimeline
PATTEN & PATTEN INC/TN10,005$1.6M0.11%-10413F-HRTimeline
Aviance Capital Partners, LLC9,981$1.59M0.22%-16313F-HRTimeline
Aurora Private Wealth, Inc.9,938$1.58M1.19%+9713F-HRTimeline
Outlook Wealth Advisors, LLC9,933$1.58M0.46%-43413F-HRTimeline
RWA WEALTH PARTNERS, LLC9,861$1.57M0.02%-69913F-HRTimeline
Charter Oak Capital Management, LLC9,829$1.57M0.15%-6813F-HRTimeline
Bison Wealth, LLC9,809$1.56M0.19%13F-HRTimeline
BEACH INVESTMENT COUNSEL INC/PA9,800$1.56M0.21%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.9,791$1.56M1.48%13F-HRTimeline
Wealthstar Advisors, LLC9,712$1.55M0.67%13F-HRTimeline
BOSTON FAMILY OFFICE LLC9,700$1.55M0.11%-40013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC9,692$1.55M0.25%-1213F-HRTimeline
HARMONY ASSET MANAGEMENT LLC9,683$1.54M0.61%-4,14613F-HRTimeline
Interchange Capital Partners, LLC9,673$1.54M0.56%-97913F-HRTimeline
Visionary Wealth Advisors9,667$1.54M0.09%-1,61213F-HRTimeline
Chesley Taft & Associates LLC9,600$1.53M0.07%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,576$1.53M0.11%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC9,571$1.53M0.17%-41013F-HRTimeline
WEALTHGARDEN F.S. LLC9,556$1.52M1.42%-18613F-HRTimeline
NCM Capital Management, LLC9,361$1.49M0.67%-9913F-HRTimeline
HCR Wealth Advisors9,354$1.49M0.19%-29713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,141$1.47M0.14%-5,42313F-HRTimeline
Meridian Wealth Advisors, LLC9,216$1.47M0.24%013F-HRTimeline
DAVENPORT & Co LLC9,204$1.47M0.01%+21313F-HRTimeline
MERIDIAN MANAGEMENT CO9,200$1.47M0.39%013F-HRTimeline
Gateway Wealth Partners, LLC9,175$1.46M0.38%-14113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO9,025$1.44M0.03%013F-HRTimeline
SeaCrest Wealth Management, LLC8,950$1.43M0.15%+1,28513F-HRTimeline
Graves Light Lenhart Wealth, Inc.8,892$1.42M0.18%-1,76113F-HRTimeline
WORLD EQUITY GROUP, INC.8,844$1.41M0.3%+2,04013F-HRTimeline
AdvisorNet Financial, Inc8,823$1.41M0.12%-94,39513F-HRTimeline
Advisory Alpha, LLC8,505$1.36M0.05%-2413F-HRTimeline
Retirement Wealth Solutions LLC8,575$1.35M1.14%13F-HRTimeline
CX Institutional8,479$1.35M0.05%+1,00013F-HRTimeline
BUSH INVESTMENT GROUP, LLC8,438$1.35M1.05%-9313F-HRTimeline
Allworth Financial LP8,001$1.33M0.01%-10113F-HRTimeline
SOFI WEALTH, LLC8,303$1.32M0.09%new13F-HRTimeline
Dakota Wealth Management8,175$1.3M0.03%013F-HRTimeline
Venturi Wealth Management, LLC8,155$1.3M0.06%-1,69313F-HRTimeline
Cooper Financial Group8,152$1.3M0.16%+67313F-HRTimeline
DOHJ, LLC8,133$1.3M0.3%-6813F-HRTimeline
Moors & Cabot, Inc.8,127$1.3M0.06%+5,48513F-HRTimeline
Gladstone Institutional Advisory LLC8,074$1.29M0.06%+1,01613F-HRTimeline
Merkkuri Wealth Advisors LLC8,023$1.28M1.01%+1713F-HRTimeline
Bawa N Mallick Trust8,000$1.28M0.56%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,940$1.27M<0.01%+22513F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC7,851$1.25M0.09%-1,55313F-HRTimeline
RCS Financial Planning, LLC7,773$1.24M0.66%-13213F-HRTimeline
Redwood Financial Network Corp7,770$1.24M0.92%+4,54513F-HRTimeline
SVB WEALTH LLC7,758$1.24M0.02%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC7,608$1.22M0.67%-45113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…7,608$1.21M0.12%+22413F-HR/ATimelineGroup
Genesee Capital Advisors, LLC7,604$1.21M0.56%+25713F-HRTimeline
Fulcrum Equity Management7,572$1.21M1.19%+56013F-HRTimeline
MKT Advisors LLC7,487$1.21M0.53%-27913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP7,655$1.2M0.18%+28913F-HRTimeline
Investment Advisory Group, LLC7,511$1.2M0.4%-7213F-HRTimeline
Rossby Financial, LCC7,496$1.2M0.76%13F-HRTimeline
DecisionMap Wealth Management, LLC7,455$1.19M0.94%13F-HRTimeline
WR Wealth Planners, LLC7,434$1.19M0.38%-5,70813F-HRTimeline
FULLCIRCLE WEALTH LLC7,151$1.18M0.48%+32713F-HRTimeline
TD Waterhouse Canada Inc.7,402$1.18M0.01%+7913F-HRTimeline
Stanich Group LLC7,376$1.18M0.88%13F-HRTimeline
GUIDANCE CAPITAL, INC7,095$1.17M0.36%+45813F-HRTimeline
M3 Advisory Group, LLC7,253$1.16M0.83%-8013F-HRTimeline
Kaydan Wealth Management, Inc.7,185$1.15M0.38%013F-HRTimeline
Commonwealth Retirement Investments LLC7,150$1.14M0.47%+1013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,146$1.14M0.02%-19113F-HRTimelineGroup
Riverview Capital Advisers, LLC9,834$1.13M0.34%013F-HRTimeline
BLALOCK WILLIAMS, LLC7,059$1.13M1.31%13F-HRTimeline
SAXON INTERESTS, INC.7,056$1.13M0.5%+86013F-HRTimeline
Axecap Investments, LLC7,047$1.12M0.85%-11713F-HRTimeline
Latitude Advisors, LLC7,035$1.12M0.63%+3,98013F-HRTimeline
Hudson Portfolio Management LLC6,955$1.11M1.09%-60513F-HRTimeline
Stillwater Wealth Management Group6,922$1.1M0.99%13F-HRTimeline
American Institute for Advanced Investm…6,913$1.1M0.82%-25513F-HRTimeline
Westside Investment Management, Inc.6,901$1.1M0.23%013F-HRTimeline
KPP Advisory Services LLC6,894$1.1M0.26%+37913F-HRTimeline
Curi Capital, LLC6,862$1.09M0.03%-2,50013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.6,846$1.09M0.03%+2,16613F-HRTimelineGroup
Eaton Financial Holdings Company, LLC6,763$1.08M0.42%-21813F-HRTimeline
First Western Trust Bank6,700$1.07M0.05%013F-HRTimeline
SUTTON PLACE INVESTORS LLC6,683$1.07M0.62%-11113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,680$1.07M0.49%013F-HRTimeline
Olde Wealth Management, LLC6,667$1.06M0.38%013F-HRTimeline
Pallas Capital Advisors LLC6,615$1.06M0.05%-29713F-HRTimeline
WILLNER & HELLER, LLC6,602$1.05M0.92%+313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,536$1.04M0.03%+1,00513F-HRTimelineGroup
Unified Investment Management6,516$1.04M1.18%13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,491$1.04M0.01%-3,95013F-HRTimelineGroup
RHS Financial, LLC6,475$1.03M0.53%+40913F-HRTimeline
SkyView Investment Advisors, LLC6,431$1.03M0.16%new13F-HRTimeline
OMNI 360 Wealth, Inc.6,368$1.02M0.68%-4113F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,367$1.02M<0.01%+63813F-HRTimelineGroup
Strategic Wealth Partners, Ltd.6,152$1.02M0.08%new13F-HRTimeline
Sovereign Financial Group, Inc.6,322$1.01M0.23%-55113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,316$1.01M0.06%+2,69113F-HR/ATimelineGroup
Signal Advisors Wealth, LLC6,304$1.01M0.11%-4,02913F-HRTimeline
PKS Advisory Services, LLC6,297$1M0.25%13F-HRTimeline
Better Money Decisions, LLC6,267$1000K0.69%+12113F-HRTimeline
Aptus Capital Advisors, LLC6,256$998K0.01%+2,61413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,244$996K<0.01%+58813F-HRTimelineGroup
Full Sail Capital, LLC6,202$989K0.06%+913F-HRTimeline
PARK NATIONAL CORP /OH/6,200$989K0.04%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,200$989K<0.01%new13F-HRTimeline
Optivise Advisory Services LLC6,163$983K0.53%+2213F-HRTimeline
Coastal Bridge Advisors, LLC6,063$967K0.24%013F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC6,043$964K0.07%-813F-HRTimeline
Clearview Wealth Advisors LLC6,037$963K0.73%-70513F-HRTimeline
Lavaca Capital LLC6,000$957K0.42%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,947$949K0.1%+4,53513F-HRTimeline
REGIMEN WEALTH, LLC5,950$948K0.31%-1,52213F-HRTimeline
Maiden Cove Capital, LLC5,909$942K0.88%+2,60613F-HRTimeline
FAS Wealth Partners, Inc.5,907$942K0.08%-20713F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,894$940K0.79%-6913F-HRTimeline
WealthPLAN Partners, LLC5,891$940K0.13%-91213F-HRTimeline
Capital A Wealth Management, LLC5,878$938K1.56%13F-HRTimeline
Transform Wealth, LLC5,851$933K0.05%-37413F-HRTimeline
MONTAG A & ASSOCIATES INC5,838$931K0.04%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.5,778$923K0.67%-1,84713F-HRTimeline
CWA Asset Management Group, LLC5,680$906K0.05%+35213F-HRTimeline
GREENLEAF TRUST5,657$902K0.01%013F-HRTimeline
DIVERSIFIED TRUST CO5,641$900K0.02%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,631$898K0.03%+1,78013F-HRTimeline
Aprio Wealth Management, LLC5,626$897K0.13%-50013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,569$888K0.53%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…5,544$884K0.75%13F-HRTimeline
TrinityPoint Wealth, LLC5,542$884K0.12%013F-HRTimeline
N.E.W. Advisory Services LLC5,533$883K0.08%-51213F-HRTimeline
Capital Investment Advisory Services, L…5,527$882K0.08%+61913F-HRTimeline
Cassaday & Co Wealth Management LLC5,500$877K0.02%013F-HRTimeline
NorthRock Partners, LLC5,493$876K0.03%013F-HR/ATimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC5,464$872K0.01%013F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…5,455$870K0.33%13F-HRTimeline
CHAPIN DAVIS, INC.5,718$867K0.28%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners5,431$866K0.14%-48513F-HRTimelineGroup
LifePlan Investment Advisors, Inc.5,374$857K0.53%-25213F-HRTimeline
Worth Asset Management, LLC5,322$849K0.45%new13F-HRTimeline
Apex Wealth Management, LLC5,318$848K0.73%13F-HRTimeline
Presidio Capital Management, LLC5,273$841K0.45%+1,04213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp5,246$837K0.05%-49513F-HRTimelineGroup
PINKERTON WEALTH, LLC5,233$835K0.12%-57,25913F-HRTimeline
BCU Wealth Advisors, LLC5,227$834K0.48%-33513F-HRTimeline