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Disclosery

IYW ISHARES TR

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SHS (fund)

1,154 managers (1,167 13F filers) reported a position in IYW shares at 2025-06-30, 79,840,053 shares in all. 131 filers opened a position and 57 filers sold out during the quarter.

Managers
1,154
13F filers
1,167
New
131
Added
332
Reduced
470
Sold out
57
Shares held by filers
79,840,053

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Outlook Wealth Advisors, LLC11,819$2.05M0.53%-61713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,773$2.04M0.33%-20113F-HRTimeline
1832 Asset Management L.P.11,762$2.04M<0.01%+1,57413F-HRTimeline
Bragg Financial Advisors, Inc11,694$2.03M0.07%013F-HRTimeline
WEDBUSH SECURITIES INC11,666$2.02M0.07%-58413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,655$2.02M0.18%-24713F-HR/ATimeline
WESTBOURNE INVESTMENTS, INC.11,620$2.01M1.07%-39013F-HRTimeline
Principle Wealth Partners LLC11,588$2.01M0.13%-27413F-HRTimeline
FFG RETIREMENT ADVISORS LLC11,546$2M1.25%-49313F-HRTimeline
Copperleaf Capital, LLC11,505$1.99M1.01%+10413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,479$1.99M0.07%+413F-HRTimelineGroup
Magnus Financial Group LLC11,458$1.99M0.17%-41913F-HRTimeline
Dale Q Rice Investment Management Ltd11,189$1.98M1.64%-11,19113F-HRTimeline
D.A. DAVIDSON & CO.11,358$1.97M0.01%+46913F-HRTimeline
HB Wealth Management, LLC11,274$1.95M0.02%-5,26713F-HRTimeline
Canvas Wealth Advisors, LLC10,702$1.94M0.38%013F-HRTimeline
Hoxton Planning & Management, LLC11,197$1.94M0.67%-1,26013F-HRTimeline
Catalina Capital Group, LLC11,120$1.93M1.3%+59013F-HRTimeline
THEORY FINANCIAL LLC10,605$1.92M0.73%+14513F-HRTimeline
Global Financial Private Client, LLC11,095$1.92M0.72%-2913F-HRTimeline
Coastal Bridge Advisors, LLC11,035$1.91M0.16%-52713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding10,862$1.88M+5,431Timeline
Summit Financial, LLC10,791$1.87M0.04%+7,88213F-HRTimeline
Financial Advocates Investment Manageme…10,783$1.87M0.15%+3,30513F-HRTimeline
World Investment Advisors10,773$1.87M0.04%-55913F-HRTimeline
Castle Rock Wealth Management, LLC10,330$1.86M0.43%-2,37413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,714$1.86M0.15%-92313F-HRTimeline
NCM Capital Management, LLC10,551$1.83M0.75%+32713F-HRTimeline
Cyndeo Wealth Partners, LLC10,540$1.83M0.11%-1,87913F-HRTimeline
SONATA CAPITAL GROUP INC10,480$1.82M0.73%-513F-HRTimeline
Centurion Wealth Management LLC10,419$1.81M0.52%-1,26713F-HRTimeline
Montz Harcus Wealth Management LLC10,386$1.8M0.87%+613F-HRTimeline
DAVENPORT & Co LLC10,370$1.8M0.01%+4113F-HRTimeline
WESBANCO BANK INC10,365$1.8M0.05%013F-HRTimeline
AdvisorNet Financial, Inc10,322$1.79M0.12%+54413F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC10,275$1.78M0.02%-7,26813F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,245$1.78M0.02%+3,15913F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding10,199$1.77M+164Timeline
Wealthspire Retirement, LLC10,119$1.75M0.12%-5813F-HRTimeline
Westwood Wealth Management9,995$1.73M0.58%-8013F-HRTimeline
Maltin Wealth Management, Inc.9,961$1.73M0.78%+513F-HRTimeline
Barnes Wealth Management Group, Inc9,885$1.71M1.01%-1,19613F-HRTimeline
SeaCrest Wealth Management, LLC9,842$1.71M0.19%+65813F-HRTimeline
Aviance Capital Partners, LLC9,812$1.7M0.22%-16913F-HRTimeline
PATTEN & PATTEN INC/TN9,805$1.7M0.11%-20013F-HRTimeline
Northside Capital Management, LLC9,800$1.7M0.13%new13F-HRTimeline
Ridgeline Wealth, LLC9,764$1.69M1.38%-71813F-HRTimeline
Retirement Wealth Solutions LLC9,759$1.69M1.23%-47813F-HRTimeline
BOSTON FAMILY OFFICE LLC9,700$1.68M0.11%013F-HRTimeline
Visionary Wealth Advisors9,653$1.67M0.09%+1813F-HRTimeline
MERIDIAN MANAGEMENT CO9,200$1.67M0.46%013F-HRTimeline
Allworth Financial LP9,609$1.66M0.01%+1,49613F-HRTimeline
Chesley Taft & Associates LLC9,600$1.66M0.07%013F-HRTimeline
Gladstone Institutional Advisory LLC9,599$1.66M0.07%+57413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC9,592$1.66M0.24%-10013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,576$1.66M0.11%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC9,501$1.65M0.18%-4013F-HRTimeline
PRIVATE TRUST CO NA9,497$1.65M0.16%-65513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC9,478$1.64M0.21%+83213F-HRTimeline
Redwood Financial Network Corp9,429$1.63M1.1%-50213F-HRTimeline
CX Institutional9,424$1.63M0.06%+2,20613F-HR/ATimeline
Advisory Alpha, LLC9,406$1.63M0.05%+1,06413F-HRTimeline
HARMONY ASSET MANAGEMENT LLC9,394$1.63M0.61%-53413F-HRTimeline
RWA WEALTH PARTNERS, LLC9,373$1.62M0.02%-48813F-HRTimeline
Charter Oak Capital Management, LLC9,284$1.61M0.14%-5113F-HRTimeline
HCR Wealth Advisors9,229$1.6M0.19%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,198$1.59M0.05%-1,84413F-HRTimeline
GeoWealth Management, LLC9,170$1.59M0.06%-1,30713F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC9,049$1.57M1.26%+1,02313F-HRTimeline
Cornerstone Wealth Management, LLC9,015$1.56M0.09%+1,91913F-HRTimeline
Fulcrum Equity Management8,965$1.55M1.6%+45513F-HRTimeline
Clear Creek Financial Management, LLC8,960$1.55M0.15%+34713F-HRTimeline
Gateway Wealth Partners, LLC8,888$1.54M0.29%-77713F-HRTimeline
Meridian Wealth Advisors, LLC8,706$1.51M0.24%-38013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,704$1.51M0.23%-86113F-HRTimeline
Interchange Capital Partners, LLC8,670$1.5M0.35%-1,23013F-HR/ATimeline
Moloney Securities Asset Management, LLC8,572$1.49M0.18%-3,70613F-HRTimeline
Nikulski Financial, Inc.8,565$1.48M0.41%-2,57413F-HRTimeline
DecisionMap Wealth Management, LLC8,517$1.48M1.01%+34413F-HRTimeline
Bison Wealth, LLC8,402$1.46M0.12%+7913F-HRTimeline
GUIDANCE CAPITAL, INC8,241$1.46M0.42%+39913F-HRTimeline
First National Trust Co8,399$1.46M0.05%013F-HRTimeline
RCS Financial Planning, LLC8,323$1.44M0.72%+11713F-HRTimeline
Lewis Asset Management, LLC8,322$1.44M0.68%new13F-HRTimeline
SPC Financial, Inc.8,212$1.42M0.12%-125,75313F-HRTimeline
Dakota Wealth Management8,139$1.41M0.03%-3613F-HRTimeline
Tradewinds, LLC.8,099$1.4M1.07%new13F-HRTimeline
Merkkuri Wealth Advisors LLC8,099$1.4M1.07%-6113F-HRTimeline
Moors & Cabot, Inc.8,096$1.4M0.07%-8713F-HRTimeline
Investment Advisory Group, LLC8,031$1.39M0.42%+29313F-HRTimeline
Bawa N Mallick Trust8,000$1.39M0.57%013F-HRTimeline
Belpointe Asset Management LLC7,856$1.36M0.06%-1,96713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,734$1.34M<0.01%+9013F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…7,728$1.34M0.14%-12313F-HR/ATimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,214$1.34M0.05%-3,35013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC7,625$1.32M0.08%+3,99213F-HRTimeline
Aptus Capital Advisors, LLC7,543$1.31M0.01%-91913F-HRTimeline
Stanich Group LLC7,456$1.31M1.17%-7213F-HRTimeline
WEALTHGARDEN F.S. LLC7,206$1.31M1.08%-1,19513F-HRTimeline
TRUE Private Wealth Advisors7,536$1.31M0.15%+5,51313F-HRTimeline
MKT Advisors LLC7,546$1.29M0.51%-54313F-HRTimeline
Intrepid Financial Planning Group LLC7,330$1.27M0.53%+2,57113F-HRTimeline
Rossby Financial, LCC7,259$1.26M0.47%-50513F-HRTimeline
LANARK FINANCIAL, INC.7,219$1.25M0.1%-16013F-HRTimeline
Aprio Wealth Management, LLC7,212$1.25M0.14%-41113F-HRTimeline
Venturi Wealth Management, LLC7,198$1.25M0.06%-51113F-HRTimeline
FULLCIRCLE WEALTH LLC6,882$1.25M0.47%-68213F-HRTimeline
KPP Advisory Services LLC7,192$1.25M0.21%-5813F-HR/ATimeline
Kaydan Wealth Management, Inc.7,185$1.24M0.41%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,157$1.24M0.01%-4313F-HRTimeline
Yukon Wealth Management, Inc.7,123$1.23M0.44%+24113F-HRTimeline
M3 Advisory Group, LLC7,092$1.23M0.85%-10213F-HRTimeline
Buck Wealth Strategies, LLC7,013$1.22M0.19%+2,51513F-HRTimeline
BUSH INVESTMENT GROUP, LLC6,979$1.21M0.81%-1,38313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,973$1.21M0.03%+1,23413F-HRTimelineGroup
Strategic Wealth Partners, Ltd.6,941$1.2M0.09%13F-HRTimeline
Avior Wealth Management, LLC6,934$1.2M0.04%+32913F-HRTimeline
CWA Asset Management Group, LLC6,910$1.2M0.05%-25513F-HRTimeline
Glenmede Investment Management, LP6,891$1.19M0.01%13F-HRTimeline
Kovack Advisors, Inc.6,887$1.19M0.12%+2,42113F-HRTimeline
Curi Capital, LLC6,855$1.19M0.02%new13F-HRTimeline
Westside Investment Management, Inc.6,836$1.18M0.22%-5813F-HRTimeline
Cooper Financial Group6,813$1.18M0.14%-2,69313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,797$1.18M<0.01%-29,78613F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC6,755$1.17M0.09%-77313F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,748$1.17M0.14%-2,14413F-HRTimeline
BROOKTREE CAPITAL MANAGEMENT6,746$1.17M0.76%new13F-HRTimeline
American Institute for Advanced Investm…6,733$1.17M0.83%-23513F-HRTimeline
Hudson Portfolio Management LLC6,730$1.17M1.09%-22513F-HRTimeline
First Western Trust Bank6,700$1.16M0.05%013F-HRTimeline
IBEX WEALTH ADVISORS6,682$1.16M0.12%-6,08313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,680$1.16M0.45%013F-HRTimeline
BCU Wealth Advisors, LLC6,648$1.15M0.52%+42013F-HRTimeline
WILLNER & HELLER, LLC6,609$1.15M0.96%+313F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd6,591$1.14M0.02%-25,20613F-HRTimelineGroup
OMNI 360 Wealth, Inc.6,574$1.14M0.71%+4213F-HR/ATimeline
Riverview Capital Advisers, LLC9,834$1.13M0.32%013F-HRTimeline
PKS Advisory Services, LLC6,496$1.13M0.29%+16913F-HRTimeline
Full Sail Capital, LLC6,486$1.12M0.06%+74613F-HRTimeline
5T Wealth, LLC6,468$1.12M0.57%+2,40513F-HRTimeline
Zhang Financial LLC6,356$1.1M0.05%+913F-HRTimeline
AMERIFLEX GROUP, INC.6,356$1.09M0.57%-31313F-HRTimeline
Clearstead Advisors, LLC6,291$1.09M0.02%+1,16013F-HRTimeline
LifePlan Investment Advisors, Inc.6,280$1.09M0.54%-22713F-HRTimeline
Better Money Decisions, LLC6,273$1.09M0.66%+313F-HRTimeline
BLALOCK WILLIAMS, LLC6,190$1.07M1.07%-71413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,178$1.07M0.1%+1,56813F-HRTimeline
SAXON INTERESTS, INC.7,544$1.06M0.5%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,075$1.05M0.08%-21,61713F-HRTimeline
SUTTON PLACE INVESTORS LLC6,062$1.05M0.63%-64413F-HRTimeline
Unified Investment Management6,045$1.05M1.12%013F-HRTimeline
Lifestyle Asset Management, Inc.6,013$1.04M0.49%new13F-HRTimeline
Lavaca Capital LLC6,000$1.04M0.42%013F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,975$1.04M0.02%+1,29713F-HRTimelineGroup
PARK NATIONAL CORP /OH/5,940$1.03M0.03%-11013F-HRTimeline
Latitude Advisors, LLC5,919$1.03M0.52%-6013F-HRTimeline
Yeomans Consulting Group, Inc.5,979$1.02M0.42%new13F-HRTimeline
MONTAG A & ASSOCIATES INC5,898$1.02M0.05%+6013F-HRTimeline
OBSIDIAN CIO, LLC5,883$1.02M0.15%+82113F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC5,870$1.02M0.07%-14013F-HRTimeline
FAS Wealth Partners, Inc.5,854$1.01M0.08%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.5,571$1.01M0.63%-16413F-HRTimeline
WealthPLAN Partners, LLC5,813$1.01M0.16%-26013F-HRTimeline
Tactive Advisors, LLC5,795$1M0.32%13F-HRTimeline
CHAPIN DAVIS, INC.5,719$991K0.27%+113F-HRTimeline
Cassaday & Co Wealth Management LLC5,700$988K0.02%+20013F-HRTimeline
Fortis Group Advisors, LLC5,415$982K0.18%-1,24413F-HRTimeline
GREENLEAF TRUST5,657$980K0.01%013F-HRTimeline
Sovereign Financial Group, Inc.5,619$974K0.2%-51113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,590$969K<0.01%-40413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,588$968K0.04%-81213F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…5,580$967K0.12%+57213F-HRTimeline
Commonwealth Retirement Investments LLC5,562$964K0.37%-1,77813F-HRTimeline
Pallas Capital Advisors LLC5,530$958K0.04%-92913F-HRTimeline
NorthRock Partners, LLC5,516$956K0.02%-6013F-HR/ATimeline
Axecap Investments, LLC5,478$949K0.62%-16113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,470$948K0.06%+1,08013F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC5,464$947K0.01%013F-HRTimelineGroup
COURIER CAPITAL LLC5,459$946K0.06%+2913F-HRTimeline
N.E.W. Advisory Services LLC5,453$945K0.09%-6413F-HRTimeline
REGIMEN WEALTH, LLC5,363$929K0.29%-48913F-HRTimeline
Howard Capital Management, LLC5,349$927K0.01%-5,64913F-HRTimeline
Signal Advisors Wealth, LLC5,293$917K0.07%-35513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,273$914K0.02%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,264$912K0.08%-60813F-HRTimeline
TD Waterhouse Canada Inc.5,295$906K0.01%-1,41813F-HRTimeline
Optivise Advisory Services LLC5,228$906K0.46%-16713F-HRTimeline
Northwest Capital Management Inc5,223$905K0.49%-6,21913F-HRTimeline
Clearview Wealth Advisors LLC5,223$905K0.63%-37213F-HRTimeline
Palumbo Wealth Management LLC5,200$901K0.28%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp5,197$900K0.05%-5313F-HRTimelineGroup
PENOBSCOT WEALTH MANAGEMENT5,180$898K0.32%+2,33113F-HRTimeline
PUREfi Wealth, LLC5,147$892K0.71%+2,47913F-HRTimeline
Arete Wealth Advisors, LLC5,098$883K0.06%+5313F-HRTimeline
FSA WEALTH PARTNERS, INC.5,077$880K0.42%new13F-HRTimeline
Empower Advisory Group, LLC5,071$879K<0.01%+27713F-HRTimeline
Capital Investment Advisory Services, L…5,062$877K0.07%+6813F-HRTimeline
SYNOVUS FINANCIAL CORP5,053$876K0.01%+37013F-HRTimeline
Wealthstream Advisors, Inc.5,048$875K0.15%+42513F-HRTimeline
Vantage Point Financial LLC5,034$872K0.38%-73613F-HRTimeline