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Disclosery

IYW ISHARES TR

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SHS (fund)

1,091 managers (1,102 13F filers) reported a position in IYW shares at 2025-03-31, 82,173,716 shares in all. 58 filers opened a position and 93 filers sold out during the quarter.

Managers
1,091
13F filers
1,102
New
58
Added
426
Reduced
371
Sold out
93
Shares held by filers
82,173,716

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Hoxton Planning & Management, LLC12,457$1.75M0.67%-7713F-HRTimeline
Outlook Wealth Advisors, LLC12,436$1.75M0.49%+2,50313F-HRTimeline
Cyndeo Wealth Partners, LLC12,419$1.74M0.11%-9213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,373$1.74M0.01%-77613F-HR/ATimelineGroup
MONEYWISE, INC.12,311$1.73M0.92%+74613F-HRTimeline
Moloney Securities Asset Management, LLC12,278$1.72M0.23%-19713F-HRTimeline
WEDBUSH SECURITIES INC12,250$1.72M0.06%+44913F-HRTimeline
Financial Perspectives, Inc12,067$1.69M0.58%+6313F-HRTimeline
FFG RETIREMENT ADVISORS LLC12,039$1.69M1.15%-2,53113F-HRTimeline
WESTBOURNE INVESTMENTS, INC.12,010$1.69M1.02%-25013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC12,000$1.69M0.13%-3,10013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,974$1.68M0.29%-1,13313F-HRTimeline
OLD MISSION CAPITAL LLC11,911$1.67M0.03%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,902$1.67M0.17%+16713F-HR/ATimeline
Magnus Financial Group LLC11,877$1.67M0.16%-15213F-HRTimeline
Principle Wealth Partners LLC11,862$1.67M0.12%013F-HRTimeline
Bragg Financial Advisors, Inc11,694$1.64M0.07%013F-HRTimeline
Ballew Advisors, Inc12,068$1.64M1.1%-28513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,637$1.64M0.15%+2,49613F-HR/ATimeline
Legacy Private Trust Co.11,650$1.64M0.11%-9113F-HRTimeline
Coastal Bridge Advisors, LLC11,562$1.62M0.15%+5,49913F-HR/ATimeline
Tennessee Valley Asset Management Partn…11,561$1.62M0.26%+1,04913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,475$1.61M0.06%+1,00513F-HRTimelineGroup
Northwest Capital Management Inc11,442$1.61M0.66%-2,79213F-HRTimeline
Copperleaf Capital, LLC11,401$1.6M0.96%+70513F-HRTimeline
World Investment Advisors11,332$1.59M0.04%-19513F-HRTimeline
Nikulski Financial, Inc.11,139$1.56M0.47%+4513F-HRTimeline
Global Financial Private Client, LLC11,124$1.56M0.6%+713F-HRTimeline
Barnes Wealth Management Group, Inc11,081$1.56M1%+39113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC11,042$1.55M0.05%+5,41113F-HRTimeline
Howard Capital Management, LLC10,998$1.54M0.04%-21713F-HRTimeline
Nova Wealth Management, Inc.10,936$1.54M1.33%+92813F-HR/ATimeline
D.A. DAVIDSON & CO.10,889$1.53M0.01%-8,53213F-HRTimeline
Quantinno Capital Management LP10,792$1.52M0.01%+57813F-HRTimeline
Engineers Gate Manager LP10,777$1.51M0.03%new13F-HRTimeline
WealthCare Investment Partners, LLC11,819$1.51M0.64%+1,13213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,564$1.51M0.09%-2,28113F-HRTimelineGroup
Catalina Capital Group, LLC10,530$1.48M0.99%+17313F-HRTimeline
SONATA CAPITAL GROUP INC10,485$1.47M0.64%013F-HRTimeline
Ridgeline Wealth, LLC10,482$1.47M1.25%-7313F-HRTimeline
GeoWealth Management, LLC10,477$1.47M0.06%+39613F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC10,466$1.47M0.36%+37213F-HR/ATimeline
THEORY FINANCIAL LLC10,460$1.47M0.62%+25113F-HRTimeline
Montz Harcus Wealth Management LLC10,380$1.46M0.8%-82413F-HRTimeline
WESBANCO BANK INC10,365$1.46M0.05%013F-HRTimeline
DAVENPORT & Co LLC10,329$1.45M0.01%+1,12513F-HRTimeline
Qube Research & Technologies Ltd10,315$1.45M<0.01%+5,25813F-HRTimeline
Retirement Wealth Solutions LLC10,237$1.44M1.16%+1,66213F-HRTimeline
BBR PARTNERS, LLC10,226$1.44M0.1%+5,17813F-HRTimeline
NCM Capital Management, LLC10,224$1.44M0.65%+86313F-HRTimeline
Archford Capital Strategies, LLC10,197$1.43M0.21%new13F-HRTimeline
1832 Asset Management L.P.10,188$1.43M<0.01%-15,51913F-HRTimeline
Wealthspire Retirement, LLC10,177$1.43M0.11%013F-HRTimeline
PRIVATE TRUST CO NA10,152$1.43M0.15%-4,93013F-HRTimeline
Westwood Wealth Management10,075$1.41M0.61%-1,65013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,066$1.41M<0.01%+3,69913F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding10,035$1.41M-689Timeline
PATTEN & PATTEN INC/TN10,005$1.41M0.09%013F-HRTimeline
Aviance Capital Partners, LLC9,981$1.4M0.2%013F-HRTimeline
Canvas Wealth Advisors, LLC10,702$1.4M0.36%013F-HRTimeline
Maltin Wealth Management, Inc.9,956$1.4M0.66%-13413F-HRTimeline
Redwood Financial Network Corp9,931$1.39M1.06%+2,16113F-HRTimeline
HARMONY ASSET MANAGEMENT LLC9,928$1.39M0.59%+24513F-HRTimeline
Interchange Capital Partners, LLC9,900$1.39M0.39%+22713F-HRTimeline
RWA WEALTH PARTNERS, LLC9,861$1.38M0.02%013F-HRTimeline
Belpointe Asset Management LLC9,823$1.38M0.07%new13F-HRTimeline
BEACH INVESTMENT COUNSEL INC/PA9,800$1.38M0.2%013F-HRTimeline
Marcum Wealth, LLC9,787$1.37M0.12%-42113F-HRTimeline
AdvisorNet Financial, Inc9,778$1.37M0.1%+95513F-HRTimeline
BOSTON FAMILY OFFICE LLC9,700$1.36M0.1%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC9,692$1.36M0.22%013F-HRTimeline
Gateway Wealth Partners, LLC9,665$1.36M0.3%+49013F-HRTimeline
Visionary Wealth Advisors9,635$1.35M0.08%-3213F-HRTimeline
Chesley Taft & Associates LLC9,600$1.35M0.07%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,576$1.34M0.1%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP9,565$1.34M0.22%+1,91013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC9,541$1.34M0.15%-3013F-HRTimeline
Cooper Financial Group9,506$1.34M0.18%+1,35413F-HRTimeline
Charter Oak Capital Management, LLC9,335$1.31M0.12%-49413F-HRTimeline
HCR Wealth Advisors9,229$1.3M0.17%-12513F-HRTimeline
MERIDIAN MANAGEMENT CO9,200$1.29M0.4%013F-HR/ATimeline
SeaCrest Wealth Management, LLC9,184$1.29M0.15%+23413F-HRTimeline
Meridian Wealth Advisors, LLC9,086$1.28M0.22%-13013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO9,025$1.27M0.03%013F-HRTimeline
Gladstone Institutional Advisory LLC9,025$1.27M0.06%+95113F-HRTimeline
Graves Light Lenhart Wealth, Inc.8,892$1.25M0.15%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC8,646$1.21M0.16%new13F-HRTimeline
Clear Creek Financial Management, LLC8,613$1.21M0.13%-4,04513F-HRTimeline
Wealthstar Advisors, LLC8,551$1.2M0.55%-1,16113F-HRTimeline
Wealth Quarterback LLC8,548$1.2M0.68%new13F-HRTimeline
Fulcrum Equity Management8,510$1.2M1.31%+93813F-HRTimeline
Aptus Capital Advisors, LLC8,462$1.19M0.01%+2,20613F-HRTimeline
WEALTHGARDEN F.S. LLC8,401$1.18M1.13%-1,15513F-HRTimeline
First National Trust Co8,399$1.18M0.05%-1,93013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC8,395$1.18M<0.01%+4,49013F-HR/ATimelineGroup
BUSH INVESTMENT GROUP, LLC8,362$1.17M0.88%-7613F-HRTimeline
Advisory Alpha, LLC8,342$1.17M0.04%-16313F-HR/ATimeline
Bison Wealth, LLC8,323$1.17M0.11%-1,48613F-HRTimeline
GUIDANCE CAPITAL, INC7,842$1.16M0.35%+74713F-HRTimeline
RCS Financial Planning, LLC8,206$1.15M0.61%+43313F-HRTimeline
Moors & Cabot, Inc.8,183$1.15M0.06%+5613F-HRTimeline
Dakota Wealth Management8,175$1.15M0.03%013F-HRTimeline
DecisionMap Wealth Management, LLC8,173$1.15M0.87%+71813F-HRTimeline
Merkkuri Wealth Advisors LLC8,160$1.15M0.98%+13713F-HRTimeline
Allworth Financial LP8,113$1.14M0.01%+11213F-HRTimeline
Riverview Capital Advisers, LLC9,834$1.13M0.35%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC8,026$1.13M0.86%+2,13213F-HRTimeline
Bawa N Mallick Trust8,000$1.12M0.53%013F-HRTimeline
Richard P Slaughter Associates Inc7,950$1.12M0.26%-66,66613F-HRTimeline
Rossby Financial, LCC7,764$1.11M0.48%+26813F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…7,851$1.1M0.12%+24313F-HR/ATimelineGroup
Investment Advisory Group, LLC7,738$1.09M0.36%+22713F-HRTimeline
Venturi Wealth Management, LLC7,709$1.08M0.06%-44613F-HRTimeline
FULLCIRCLE WEALTH LLC7,564$1.07M0.44%+41313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,644$1.07M<0.01%-29613F-HRTimelineGroup
Aprio Wealth Management, LLC7,623$1.07M0.13%+1,99713F-HRTimeline
DOHJ, LLC7,598$1.07M0.24%-53513F-HRTimeline
SAXON INTERESTS, INC.7,544$1.06M0.5%+48813F-HRTimeline
Stanich Group LLC7,528$1.06M0.78%+15213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,528$1.06M0.08%-32313F-HRTimeline
LANARK FINANCIAL, INC.7,379$1.04M0.09%+7,37213F-HRTimeline
Commonwealth Retirement Investments LLC7,340$1.03M0.42%+19013F-HRTimeline
KPP Advisory Services LLC7,250$1.02M0.19%+35613F-HRTimeline
CX Institutional7,218$1.01M0.04%-1,26113F-HRTimeline
MKT Advisors LLC8,089$1.01M0.47%+60213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,200$1.01M0.01%+2,21113F-HRTimeline
M3 Advisory Group, LLC7,194$1.01M0.8%-5913F-HRTimeline
Kaydan Wealth Management, Inc.7,185$1.01M0.32%013F-HRTimeline
CWA Asset Management Group, LLC7,165$1.01M0.05%+1,48513F-HRTimeline
Cornerstone Wealth Management, LLC7,096$997K0.07%+2,41113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,086$995K0.02%-6013F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC7,056$991K0.57%-55213F-HRTimeline
American Institute for Advanced Investm…6,968$979K0.75%+5513F-HRTimeline
Hudson Portfolio Management LLC6,955$977K0.94%013F-HRTimeline
Westside Investment Management, Inc.6,894$970K0.21%-713F-HRTimeline
BLALOCK WILLIAMS, LLC6,904$970K1.09%-15513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,891$968K0.01%+40013F-HRTimelineGroup
Yukon Wealth Management, Inc.6,882$967K0.4%13F-HRTimeline
TD Waterhouse Canada Inc.6,713$950K0.01%-68913F-HRTimeline
SUTTON PLACE INVESTORS LLC6,706$942K0.63%+2313F-HRTimeline
First Western Trust Bank6,700$941K0.05%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,680$938K0.41%013F-HRTimeline
AMERIFLEX GROUP, INC.6,669$937K0.38%+2,66213F-HRTimeline
Olde Wealth Management, LLC6,667$936K0.33%013F-HRTimeline
Fortis Group Advisors, LLC6,659$935K0.18%-5,43913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC6,606$928K<0.01%new13F-HRTimelineGroup
WILLNER & HELLER, LLC6,606$928K0.86%+413F-HRTimeline
Avior Wealth Management, LLC6,605$928K0.04%+1,88213F-HRTimeline
OMNI 360 Wealth, Inc.6,532$917K0.61%+16413F-HR/ATimeline
LifePlan Investment Advisors, Inc.6,507$914K0.53%+1,13313F-HRTimeline
NWAM LLC6,494$912K0.08%-14,12213F-HRTimeline
Pallas Capital Advisors LLC6,459$907K0.04%-15613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,400$899K0.05%-42,23213F-HRTimelineGroup
Zhang Financial LLC6,347$891K0.05%new13F-HRTimeline
PKS Advisory Services, LLC6,327$889K0.24%+3013F-HRTimeline
Better Money Decisions, LLC6,270$881K0.59%+313F-HRTimeline
BCU Wealth Advisors, LLC6,228$875K0.45%+1,00113F-HRTimeline
Sovereign Financial Group, Inc.6,130$861K0.2%-19213F-HRTimeline
WealthPLAN Partners, LLC6,073$853K0.12%+18213F-HRTimeline
PARK NATIONAL CORP /OH/6,050$850K0.03%-15013F-HRTimeline
Unified Investment Management6,045$849K1%-47113F-HRTimeline
FPC INVESTMENT ADVISORY, INC.5,735$845K0.58%-4313F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC6,010$844K0.07%-3313F-HRTimeline
Lavaca Capital LLC6,000$843K0.38%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,994$842K<0.01%-25013F-HRTimelineGroup
Financial Advocates Investment Manageme…7,478$841K0.06%-4,56613F-HRTimeline
Latitude Advisors, LLC5,979$840K0.49%-1,05613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,872$825K0.09%-7513F-HRTimeline
FAS Wealth Partners, Inc.5,854$822K0.07%-5313F-HRTimeline
REGIMEN WEALTH, LLC5,852$822K0.26%-9813F-HRTimeline
Stillwater Wealth Management Group5,850$822K0.71%-1,07213F-HRTimeline
MONTAG A & ASSOCIATES INC5,838$820K0.04%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.5,807$816K0.02%-1,03913F-HRTimelineGroup
DAGCO, INC.5,800$815K0.26%+1,74413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,785$812K0.04%-53113F-HR/ATimelineGroup
Vantage Point Financial LLC5,770$810K0.41%+85013F-HRTimeline
Full Sail Capital, LLC5,740$806K0.05%-46213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,739$806K0.02%-79713F-HRTimelineGroup
CHAPIN DAVIS, INC.5,718$803K0.27%013F-HRTimeline
GREENLEAF TRUST5,657$794K0.01%013F-HRTimeline
Signal Advisors Wealth, LLC5,648$793K0.08%-65613F-HRTimeline
Axecap Investments, LLC5,639$792K0.67%-1,40813F-HRTimeline
Transform Wealth, LLC5,602$787K0.05%-24913F-HRTimeline
WORLD EQUITY GROUP, INC.5,600$787K0.22%-3,24413F-HRTimeline
Clearview Wealth Advisors LLC5,595$786K0.59%-44213F-HRTimeline
Kesler, Norman & Wride, LLC5,588$785K0.15%+40013F-HRTimeline
Beacon Financial Advisory LLC5,580$784K0.24%+39113F-HRTimeline
NorthRock Partners, LLC5,576$783K0.03%+8313F-HRTimeline
N.E.W. Advisory Services LLC5,517$775K0.06%-1613F-HRTimeline
Cassaday & Co Wealth Management LLC5,500$772K0.02%013F-HRTimeline
Genesee Capital Advisors, LLC5,468$768K0.38%-2,13613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC5,464$767K0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners5,431$763K0.13%013F-HRTimelineGroup
COURIER CAPITAL LLC5,430$763K0.05%+1,03013F-HRTimeline
Optivise Advisory Services LLC5,395$758K0.43%-76813F-HRTimeline
Eaton Financial Holdings Company, LLC5,333$749K0.31%-1,43013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp5,250$737K0.05%+413F-HRTimelineGroup
Palumbo Wealth Management LLC5,200$730K0.24%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,148$722K0.05%-113F-HRTimeline
Clearstead Advisors, LLC5,131$721K0.01%-5113F-HRTimeline