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Disclosery

IYW ISHARES TR

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SHS (fund)

1,187 managers (1,199 13F filers) reported a position in IYW shares at 2025-09-30, 60,540,573 shares in all. 112 filers opened a position and 76 filers sold out during the quarter.

Managers
1,187
13F filers
1,199
New
112
Added
294
Reduced
502
Sold out
76
Shares held by filers
60,540,573

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
NCM Capital Management, LLC10,271$2.01M0.78%-28013F-HRTimeline
AdvisorNet Financial, Inc10,264$2.01M0.11%-5813F-HRTimeline
Catalina Capital Group, LLC10,257$2.01M1.24%-86313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,232$2M0.02%-1313F-HRTimelineGroup
BEACON FINANCIAL GROUP10,219$2M0.2%-34,21713F-HRTimeline
Wealthspire Retirement, LLC10,150$1.99M0.13%+3113F-HR/ATimeline
Csenge Advisory Group10,084$1.98M0.09%-9,26313F-HRTimeline
Westwood Wealth Management9,995$1.96M0.72%013F-HRTimeline
Visionary Wealth Advisors9,988$1.96M0.09%+33513F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…9,968$1.95M0.88%new13F-HRTimeline
Maltin Wealth Management, Inc.9,964$1.95M0.81%+313F-HRTimeline
Cornerstone Wealth Management, LLC9,948$1.95M0.11%+93313F-HRTimeline
Allworth Financial LP9,923$1.94M0.01%+31413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding9,921$1.94M-278Timeline
Northside Capital Management, LLC9,800$1.92M0.18%013F-HRTimeline
Redwood Financial Network Corp9,753$1.91M1.21%+32413F-HRTimeline
Ridgeline Wealth, LLC9,750$1.91M1.41%-1413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC9,632$1.89M0.24%+4013F-HRTimeline
First National Trust Co9,608$1.88M0.06%+1,20913F-HRTimeline
Austin Private Wealth, LLC9,563$1.87M0.14%-105,99613F-HRTimeline
Chesley Taft & Associates LLC9,560$1.87M0.08%-4013F-HRTimeline
May Hill Capital, LLC9,507$1.86M0.55%-2,87013F-HRTimeline
BOSTON FAMILY OFFICE LLC9,500$1.86M0.12%-20013F-HRTimeline
Aviance Capital Partners, LLC9,467$1.85M0.22%-34513F-HRTimeline
HCR Wealth Advisors9,229$1.83M0.19%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC9,351$1.83M0.18%-15013F-HRTimeline
RWA WEALTH PARTNERS, LLC9,291$1.82M0.02%-8213F-HRTimeline
Aptus Capital Advisors, LLC9,233$1.81M0.02%+1,69013F-HRTimeline
MERIDIAN MANAGEMENT CO9,200$1.8M0.48%013F-HRTimeline
JFS WEALTH ADVISORS, LLC9,102$1.78M0.1%-7,50413F-HRTimeline
Charter Oak Capital Management, LLC9,043$1.77M0.14%-24113F-HRTimeline
Lewis Asset Management, LLC8,981$1.76M0.72%+65913F-HRTimeline
Davis Wealth Advisors, LLC8,951$1.75M1.57%-5,67313F-HRTimeline
GUIDANCE CAPITAL, INC8,585$1.74M0.46%+34413F-HRTimeline
DAVENPORT & Co LLC8,747$1.71M0.01%-1,62313F-HRTimeline
Bison Wealth, LLC8,517$1.71M0.16%+11513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,715$1.71M0.24%+1113F-HRTimeline
Meridian Wealth Advisors, LLC8,706$1.71M0.24%013F-HRTimeline
EWG Elevate Inc.8,669$1.7M0.53%new13F-HRTimeline
Sharkey, Howes & Javer8,570$1.68M0.22%-50,75913F-HRTimeline
CX Institutional8,570$1.68M0.05%-85413F-HRTimeline
NAVELLIER & ASSOCIATES INC8,543$1.67M0.17%new13F-HRTimeline
Gladstone Institutional Advisory LLC8,536$1.67M0.06%-1,06313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,524$1.67M0.05%-14,54213F-HRTimelineGroup
DecisionMap Wealth Management, LLC8,521$1.67M1.07%+413F-HRTimeline
Balance Wealth Partners LLC8,495$1.66M0.41%-3,58613F-HRTimeline
Quadrant Private Wealth Management, LLC8,471$1.66M0.3%-13,52513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC8,429$1.65M0.93%-6,97513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,426$1.65M0.05%-77213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…8,420$1.65M0.18%+69213F-HR/ATimelineGroup
PRIVATE TRUST CO NA8,361$1.64M0.14%-1,13613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,334$1.63M<0.01%+60013F-HRTimelineGroup
Intrepid Financial Planning Group LLC8,282$1.62M0.62%+95213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,257$1.62M0.05%-3,22213F-HRTimelineGroup
Nikulski Financial, Inc.8,198$1.61M0.4%-36713F-HRTimeline
Investment Advisory Group, LLC8,154$1.6M0.43%+12313F-HRTimeline
Vertex Planning Partners, LLC8,088$1.58M0.3%-5,18513F-HRTimeline
Bawa N Mallick Trust8,000$1.57M0.59%013F-HRTimeline
SPC Financial, Inc.7,993$1.57M0.12%-21913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,986$1.56M0.02%+4,20113F-HRTimeline
Venturi Wealth Management, LLC7,691$1.51M0.07%+49313F-HRTimeline
World Investment Advisors7,666$1.5M0.03%-3,10713F-HRTimeline
WEDBUSH SECURITIES INC7,647$1.5M0.05%-4,01913F-HRTimeline
SAX WEALTH ADVISORS, LLC7,528$1.47M0.08%-9713F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,372$1.44M1.19%-1,67713F-HRTimeline
Rossby Financial, LCC7,297$1.44M0.48%+3813F-HRTimeline
Shared Vision Wealth Group LLC7,174$1.42M0.6%-9,57013F-HRTimeline
IBEX WEALTH ADVISORS7,232$1.42M0.14%+55013F-HRTimeline
Kaydan Wealth Management, Inc.7,185$1.41M0.4%013F-HRTimeline
Aprio Wealth Management, LLC7,176$1.41M0.14%-3613F-HRTimeline
Copperleaf Capital, LLC7,088$1.39M0.67%-4,41713F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC7,059$1.38M0.46%new13F-HRTimeline
Avior Wealth Management, LLC7,030$1.38M0.04%+9613F-HRTimeline
M3 Advisory Group, LLC7,018$1.37M0.86%-7413F-HRTimeline
KPP Advisory Services LLC7,014$1.37M0.2%-17813F-HRTimeline
Moors & Cabot, Inc.6,999$1.37M0.06%-1,09713F-HRTimeline
SAXON INTERESTS, INC.7,539$1.37M0.54%-513F-HRTimeline
Olde Wealth Management, LLC6,667$1.36M0.42%13F-HRTimeline
Yukon Wealth Management, Inc.6,954$1.36M0.45%-16913F-HRTimeline
CWA Asset Management Group, LLC6,905$1.35M0.05%-513F-HRTimeline
LANARK FINANCIAL, INC.6,893$1.35M0.1%-32613F-HRTimeline
JB Capital LLC6,885$1.35M0.06%-222,51313F-HRTimeline
Glenmede Investment Management, LP6,880$1.35M0.01%-1113F-HRTimeline
Stone House Investment Management, LLC6,867$1.34M0.23%-72,09613F-HRTimeline
Westside Investment Management, Inc.6,852$1.34M0.21%+1613F-HRTimeline
Curi Capital, LLC6,855$1.34M0.02%013F-HRTimeline
Stanich Group LLC6,839$1.34M0.82%-61713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,813$1.33M0.03%-16013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,783$1.33M0.03%+3,34813F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.6,748$1.32M0.15%013F-HRTimeline
BROOKTREE CAPITAL MANAGEMENT6,746$1.32M0.84%013F-HRTimeline
American Institute for Advanced Investm…6,733$1.32M0.86%013F-HRTimeline
Cooper Financial Group6,727$1.32M0.15%-8613F-HRTimeline
First Western Trust Bank6,700$1.31M0.06%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,680$1.31M0.47%013F-HRTimeline
PKS Advisory Services, LLC6,645$1.3M0.27%+14913F-HRTimeline
WILLNER & HELLER, LLC6,611$1.29M0.99%+213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,557$1.28M0.08%-3,01913F-HRTimeline
WealthPlan Investment Management, LLC6,515$1.28M0.08%-11,59813F-HRTimeline
Buck Wealth Strategies, LLC6,460$1.27M0.17%-55313F-HRTimeline
Zhang Financial LLC6,454$1.26M0.05%+9813F-HRTimeline
Hudson Portfolio Management LLC6,435$1.26M1.12%-29513F-HRTimeline
Full Sail Capital, LLC6,352$1.24M0.07%-13413F-HRTimeline
Tradition Wealth Management, LLC6,239$1.22M0.09%-13,08813F-HRTimeline
Yeomans Consulting Group, Inc.6,156$1.21M0.42%+17713F-HRTimeline
Accel Wealth Management6,137$1.2M0.35%+4,60413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC6,064$1.19M0.47%-6,96113F-HRTimeline
Clearstead Advisors, LLC6,049$1.18M0.02%-24213F-HRTimeline
Latitude Advisors, LLC6,043$1.18M0.54%+12413F-HRTimeline
OBSIDIAN CIO, LLC6,042$1.18M0.16%+15913F-HRTimeline
Lavaca Capital LLC6,000$1.18M0.21%013F-HRTimeline
Cassaday & Co Wealth Management LLC5,992$1.17M0.03%+29213F-HRTimeline
OMNI 360 Wealth, Inc.5,988$1.17M0.66%-58613F-HRTimeline
PARK NATIONAL CORP /OH/5,940$1.16M0.04%013F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC5,869$1.15M0.07%-113F-HRTimeline
Stillwater Wealth Management Group5,860$1.15M0.8%13F-HRTimeline
FAS Wealth Partners, Inc.5,854$1.15M0.08%013F-HRTimeline
Unified Investment Management5,795$1.14M1.13%-25013F-HRTimeline
Riverview Capital Advisers, LLC9,834$1.13M0.33%013F-HRTimeline
Petix & Botte Co5,758$1.13M0.26%+83513F-HRTimeline
Fortis Group Advisors, LLC5,403$1.12M0.19%-1213F-HRTimeline
CHAPIN DAVIS, INC.5,719$1.12M0.28%013F-HRTimeline
GREENLEAF TRUST5,715$1.12M0.01%+5813F-HRTimeline
MONTAG A & ASSOCIATES INC5,655$1.11M0.05%-24313F-HRTimeline
FFG RETIREMENT ADVISORS LLC5,580$1.09M0.68%-5,96613F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,579$1.09M0.15%new13F-HRTimeline
Spectrum Planning & Advisory Services I…5,565$1.09M0.62%-10,87813F-HRTimeline
Tactive Advisors, LLC5,563$1.09M0.31%-23213F-HRTimeline
Axecap Investments, LLC5,558$1.09M0.67%+8013F-HRTimeline
Pallas Capital Advisors LLC5,498$1.08M0.04%-3213F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC5,464$1.07M0.01%013F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC5,460$1.07M0.08%-6,19513F-HR/ATimeline
COURIER CAPITAL LLC5,459$1.07M0.06%013F-HRTimeline
N.E.W. Advisory Services LLC5,453$1.07M0.1%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,452$1.07M0.09%-72613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,451$1.07M<0.01%-13913F-HRTimelineGroup
Dakota Wealth Management5,439$1.07M0.02%-2,70013F-HR/ATimeline
MKT Advisors LLC5,377$1.06M0.39%-2,16913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,175$1.06M0.09%+10013F-HRTimeline
Howard Capital Management, LLC5,403$1.06M0.01%+5413F-HRTimeline
REGIMEN WEALTH, LLC5,363$1.05M0.31%013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding5,357$1.05M-5,505Timeline
DAGCO, INC.5,350$1.05M0.26%+34113F-HRTimeline
Modern Wealth Management, LLC5,295$1.04M0.02%-14,74313F-HRTimeline
Lighthouse Financial LLC5,290$1.04M0.68%+79013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …5,258$1.03M<0.01%+18713F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp5,197$1.02M0.06%013F-HRTimelineGroup
Biondo Investment Advisors, LLC5,195$1.02M0.13%+1,38513F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,806$1.02M0.27%+113F-HRTimeline
Arete Wealth Advisors, LLC5,098$999K0.06%013F-HRTimeline
Capital Investment Advisory Services, L…5,089$997K0.08%+2713F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT5,082$995K0.32%-9813F-HRTimeline
Strategic Financial Concepts, LLC5,065$992K0.14%new13F-HRTimeline
Kovack Advisors, Inc.5,058$991K0.09%-1,82913F-HRTimeline
Wealthstream Advisors, Inc.5,048$989K0.15%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,039$987K0.05%-43113F-HRTimelineGroup
AMERIFLEX GROUP, INC.5,034$986K0.37%-1,32213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,009$981K0.04%+49913F-HRTimelineGroup
Choate Investment Advisors4,950$970K0.02%013F-HRTimeline
Retirement Wealth Solutions LLC4,947$969K0.64%-4,81213F-HRTimeline
Symphony Financial Services, Inc.4,944$968K0.52%-213F-HRTimeline
Lantz Financial LLC4,927$965K0.21%-7,73613F-HRTimeline
Clearview Wealth Advisors LLC4,906$961K0.62%-31713F-HRTimeline
Mainstream Capital Management LLC4,902$960K0.64%-13113F-HRTimeline
Certus Wealth Management, LLC4,883$956K0.57%-11,82013F-HRTimeline
Occidental Asset Management, LLC4,860$952K0.12%+5613F-HRTimeline
GPS Wealth Strategies Group, LLC4,846$949K0.1%+12013F-HRTimeline
SIERRA SUMMIT ADVISORS LLC4,812$942K0.14%013F-HRTimeline
SYNOVUS FINANCIAL CORP4,808$942K0.01%-24513F-HRTimeline
Affiance Financial, LLC4,800$940K0.17%+12413F-HRTimeline
Interchange Capital Partners, LLC4,781$936K0.18%-3,88913F-HRTimeline
Kingsview Wealth Management, LLC4,716$924K0.01%-5513F-HRTimeline
FSA WEALTH PARTNERS, INC.4,675$916K0.35%-40213F-HRTimeline
Argyle Capital Partners, LLC4,652$911K0.65%+76013F-HRTimeline
TWO SIGMA SECURITIES, LLC4,632$907K0.13%new13F-HRTimeline
BURNS J W & CO INC/NY4,620$905K0.1%-6013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,590$899K0.02%+913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,576$896K0.3%+36913F-HRTimeline
ADAPT WEALTH ADVISORS, LLC4,556$892K0.33%+16013F-HRTimeline
SPINNAKER TRUST4,539$889K0.05%+3613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,538$889K0.02%-73513F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.4,532$888K0.16%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,524$887K0.02%-1,45113F-HRTimelineGroup
WealthShield Partners, LLC4,516$885K0.1%-18,29213F-HRTimeline
Cornerstone Wealth Group, LLC4,505$882K0.06%-10113F-HRTimeline
EVERPAR ADVISORS LLC4,501$882K0.35%+1,15913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,488$879K0.07%+1,28113F-HRTimeline
Sequoia Financial Advisors, LLC4,459$873K0.01%-18613F-HRTimeline
Orange Investment Advisors, Inc.4,440$870K0.09%-4013F-HRTimeline
McNaughton Wealth Management, LLC4,413$864K0.36%-18,53613F-HRTimeline
Signal Advisors Wealth, LLC4,345$851K0.08%-94813F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC4,343$851K0.38%-12,46513F-HRTimeline
Financial Engines Advisors L.L.C.4,324$847K<0.01%-14713F-HRTimeline
WARNER FINANCIAL, INC4,313$845K0.32%013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.4,285$839K0.61%+813F-HRTimeline
Midwest Capital Advisors, LLC4,275$837K0.4%-32,56013F-HRTimeline
Triad Wealth Partners, LLC4,266$836K0.11%-31,87513F-HRTimeline
Kesler, Norman & Wride, LLC5,188$828K0.16%+1,08713F-HRTimeline
Modera Wealth Management, LLC4,202$823K0.01%+23613F-HRTimeline
Comprehensive Financial Planning, Inc./…4,199$822K0.56%+56413F-HRTimeline