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Disclosery

IYW ISHARES TR

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SHS (fund)

1,239 managers (1,254 13F filers) reported a position in IYW shares at 2025-12-31, 58,977,288 shares in all. 68 filers opened a position and 81 filers sold out during the quarter.

Managers
1,239
13F filers
1,254
New
68
Added
303
Reduced
504
Sold out
81
Shares held by filers
58,977,288

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Maia Wealth LLC10,078$1.92M0.33%-61313F-HRTimeline
May Hill Capital, LLC9,591$1.92M0.52%+8413F-HR/ATimeline
BOSTON FAMILY OFFICE LLC9,500$1.9M0.12%013F-HRTimeline
High Falls Advisors, Inc9,487$1.89M0.38%-4,07713F-HRTimeline
WESTBOURNE INVESTMENTS, INC.9,487$1.89M0.88%-45613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC9,444$1.89M0.23%-18813F-HRTimeline
Advisory Alpha, LLC9,405$1.88M0.05%-1,55713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,355$1.87M0.13%+3,18013F-HRTimeline
Aviance Capital Partners, LLC9,347$1.87M0.22%-12013F-HRTimeline
Ridgeline Wealth, LLC9,340$1.86M1.29%-41013F-HRTimeline
Beacon Bridge Wealth Partners, LLC9,329$1.86M0.62%-22,22813F-HRTimeline
CARRET ASSET MANAGEMENT, LLC9,327$1.86M0.18%-2413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,324$1.86M<0.01%-42,09213F-HRTimelineGroup
HCR Wealth Advisors9,214$1.84M0.18%-1513F-HRTimeline
Apeiron RIA LLC9,211$1.84M0.37%-6,55013F-HRTimeline
MERIDIAN MANAGEMENT CO9,200$1.84M0.45%013F-HRTimeline
Blue Trust, Inc.9,177$1.83M0.02%-1,17513F-HRTimeline
Wallace Hart LLC9,175$1.83M1.35%+7,20313F-HRTimeline
RWA WEALTH PARTNERS, LLC9,146$1.83M0.02%-14513F-HRTimeline
First National Trust Co9,101$1.82M0.06%-50713F-HRTimeline
ShoreHaven Wealth Partners, LLC8,985$1.79M0.64%new13F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…8,943$1.79M0.62%-4,75213F-HRTimeline
Modern Wealth Management, LLC8,937$1.78M0.03%+3,64213F-HRTimeline
CX Institutional8,810$1.76M0.05%+24013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…8,808$1.76M0.21%13F-HRTimeline
Catalina Capital Group, LLC8,761$1.75M1.07%-1,49613F-HRTimeline
Fulcrum Equity Management8,744$1.75M1.67%-4,27813F-HRTimeline
DAVENPORT & Co LLC8,681$1.73M0.01%-6613F-HRTimeline
Sharkey, Howes & Javer8,670$1.73M0.22%+10013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,628$1.72M0.01%-17,08513F-HRTimeline
GUIDANCE CAPITAL, INC8,655$1.72M0.42%+7013F-HRTimeline
Chesley Taft & Associates LLC8,606$1.72M0.07%-95413F-HRTimeline
Investment Advisory Group, LLC8,541$1.71M0.44%+38713F-HRTimeline
Aprio Wealth Management, LLC7,055$1.7M0.1%-12113F-HRTimeline
Quadrant Private Wealth Management, LLC8,531$1.7M0.28%+6013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,528$1.7M0.23%-18713F-HRTimeline
Balance Wealth Partners LLC8,481$1.69M0.54%-1413F-HRTimeline
Lewis Asset Management, LLC8,477$1.69M0.69%-50413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.8,395$1.68M0.02%+40913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,334$1.66M<0.01%013F-HRTimelineGroup
Austin Private Wealth, LLC8,331$1.66M0.12%-1,23213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,318$1.66M0.04%-10813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,306$1.66M0.04%-21813F-HRTimelineGroup
Intrepid Financial Planning Group LLC8,278$1.65M0.63%-413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,258$1.65M0.05%+113F-HRTimelineGroup
PRIVATE TRUST CO NA8,187$1.63M0.14%-17413F-HRTimeline
Keystone Financial Services8,183$1.63M0.49%-27,89013F-HRTimeline
Compass Financial Group, Inc. (Ohio)8,170$1.63M1.19%13F-HRTimeline
Avior Wealth Management, LLC8,134$1.62M0.05%+1,10413F-HRTimeline
Meridian Wealth Advisors, LLC8,076$1.61M0.22%-63013F-HRTimeline
Accel Wealth Management8,066$1.61M0.44%+1,92913F-HRTimeline
Davis Wealth Advisors, LLC8,029$1.6M1.33%-92213F-HRTimeline
Bawa N Mallick Trust8,000$1.6M0.59%013F-HRTimeline
Charter Oak Capital Management, LLC7,989$1.6M0.12%-1,05413F-HRTimeline
Teucrium Investment Advisors, LLC7,981$1.59M1.75%13F-HRTimeline
Asempa Wealth Advisors7,900$1.58M1.36%13F-HRTimeline
Worth Asset Management, LLC7,840$1.57M0.66%+5,09713F-HRTimeline
JB Capital LLC7,837$1.56M0.06%+95213F-HRTimeline
Pallas Capital Advisors LLC7,809$1.56M0.05%+2,31113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO7,773$1.55M0.03%+5,92513F-HRTimeline
Wealthstar Advisors, LLC7,718$1.54M0.84%-10,69013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …7,618$1.52M0.01%13F-HR/ATimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,592$1.52M<0.01%+2,33413F-HRTimelineGroup
Venturi Wealth Management, LLC7,495$1.5M0.07%-19613F-HRTimeline
ADELL HARRIMAN & CARPENTER INC7,470$1.49M0.09%-4,53013F-HRTimeline
SAX WEALTH ADVISORS, LLC7,454$1.49M0.07%-7413F-HRTimeline
Vise Technologies, Inc.7,352$1.47M0.03%+4,33913F-HRTimeline
Detalus Advisors, LLC7,346$1.47M0.36%new13F-HRTimeline
Moors & Cabot, Inc.7,343$1.47M0.06%+34413F-HRTimeline
Curi Capital, LLC7,310$1.46M0.03%+45513F-HRTimeline
Kaydan Wealth Management, Inc.7,185$1.43M0.42%013F-HRTimeline
KM Capital Management Ltd.7,178$1.43M0.73%+5,71313F-HRTimeline
Rossby Financial, LCC7,176$1.43M0.45%-12113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA7,171$1.43M0.01%13F-HRTimelineGroup
American Institute for Advanced Investm…7,170$1.43M0.92%+43713F-HRTimeline
SAXON INTERESTS, INC.7,159$1.43M0.51%-38013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.7,086$1.41M<0.01%+5,36913F-HRTimelineGroup
M3 Advisory Group, LLC6,972$1.39M0.85%-4613F-HRTimeline
Shared Vision Wealth Group LLC6,917$1.39M0.56%-25713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,962$1.39M0.03%+14913F-HRTimelineGroup
CWA Asset Management Group, LLC6,955$1.39M0.05%+5013F-HRTimeline
LANARK FINANCIAL, INC.6,922$1.38M0.1%+2913F-HRTimeline
Greenspring Advisors, LLC6,890$1.38M0.08%+5,08913F-HRTimeline
Westside Investment Management, Inc.6,852$1.37M0.22%013F-HRTimeline
Stanich Group LLC6,844$1.37M1.03%+513F-HRTimeline
WEDBUSH SECURITIES INC6,793$1.36M0.04%-85413F-HRTimeline
Aurora Private Wealth, Inc.6,768$1.35M0.89%13F-HRTimeline
Nikulski Financial, Inc.6,734$1.34M0.32%-1,46413F-HRTimeline
First Western Trust Bank6,700$1.34M0.07%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,680$1.33M0.45%013F-HRTimeline
Olde Wealth Management, LLC6,667$1.33M0.41%013F-HRTimeline
WILLNER & HELLER, LLC6,613$1.32M0.95%+213F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC6,596$1.32M0.45%-46313F-HRTimeline
PKS Advisory Services, LLC6,580$1.31M0.3%-6513F-HRTimeline
Harborfront Financial Group LLC6,561$1.31M9.75%13F-HRTimeline
Yeomans Consulting Group, Inc.6,529$1.3M0.38%+37313F-HRTimeline
BROOKTREE CAPITAL MANAGEMENT6,476$1.29M0.86%-27013F-HRTimeline
Zhang Financial LLC6,454$1.29M0.05%013F-HRTimeline
KPP Advisory Services LLC6,402$1.28M0.19%-61213F-HRTimeline
WealthPlan Investment Management, LLC6,383$1.27M0.08%-13213F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,348$1.27M0.13%-40013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,305$1.26M0.42%-4,38313F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC6,277$1.25M0.99%13F-HRTimeline
Cooper Financial Group6,159$1.23M0.13%-56813F-HRTimeline
Clearstead Advisors, LLC6,148$1.23M0.02%+9913F-HRTimeline
Comprehensive Financial Planning, Inc./…6,135$1.23M0.81%+1,93613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,117$1.22M0.05%+1,10813F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC6,100$1.22M0.15%new13F-HRTimeline
Hudson Portfolio Management LLC6,100$1.22M1.05%-33513F-HRTimeline
Arax Advisory Partners6,081$1.21M0.04%new13F-HRTimeline
Smartleaf Asset Management LLC6,025$1.21M0.05%-19,40413F-HRTimeline
Lavaca Capital LLC6,059$1.21M0.2%+5913F-HRTimeline
Axecap Investments, LLC5,993$1.2M0.74%+43513F-HRTimeline
Cassaday & Co Wealth Management LLC5,992$1.2M0.03%013F-HRTimeline
Tradition Wealth Management, LLC5,913$1.18M0.08%-32613F-HRTimeline
DAGCO, INC.5,883$1.17M0.27%+53313F-HRTimeline
PARK NATIONAL CORP /OH/5,850$1.17M0.04%-9013F-HRTimeline
Stillwater Wealth Management Group5,850$1.17M0.79%-1013F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC5,833$1.16M0.07%-3613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…5,789$1.16M0.07%-76813F-HRTimeline
Petix & Botte Co5,774$1.15M0.26%+1613F-HRTimeline
MONTAG A & ASSOCIATES INC5,767$1.15M0.05%+11213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,730$1.14M0.09%+27813F-HRTimeline
CHAPIN DAVIS, INC.5,719$1.14M0.27%013F-HRTimeline
Retirement Wealth Solutions LLC5,712$1.14M0.72%+76513F-HRTimeline
Latitude Advisors, LLC5,686$1.14M0.5%-35713F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,683$1.13M<0.01%+23213F-HRTimelineGroup
GREENLEAF TRUST5,657$1.13M0.01%-5813F-HRTimeline
Riverview Capital Advisers, LLC9,834$1.13M0.34%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC5,629$1.12M0.61%-2,80013F-HRTimeline
Stone House Investment Management, LLC5,621$1.12M0.17%-1,24613F-HRTimeline
Yukon Wealth Management, Inc.5,874$1.12M0.64%-1,08013F-HRTimeline
MKT Advisors LLC5,530$1.11M0.38%+15313F-HRTimeline
COURIER CAPITAL LLC5,459$1.09M0.06%013F-HRTimeline
GRANVILLE CAPITAL, INC.5,449$1.09M0.58%13F-HRTimeline
Howard Capital Management, LLC5,442$1.09M0.01%+3913F-HRTimeline
NORTHLAND SECURITIES, INC.5,417$1.08M1.04%13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,413$1.08M0.4%-65113F-HRTimeline
Symphony Financial Services, Inc.5,383$1.07M0.55%+43913F-HRTimeline
Fortis Group Advisors, LLC5,404$1.07M0.18%+113F-HRTimeline
Tactive Advisors, LLC5,368$1.07M0.31%-19513F-HRTimeline
Unified Investment Management5,345$1.07M1.08%-45013F-HRTimeline
N.E.W. Advisory Services LLC5,304$1.06M0.08%-14913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,301$1.06M0.07%-15913F-HR/ATimeline
REGIMEN WEALTH, LLC5,293$1.06M0.31%-7013F-HRTimeline
Capital Investment Advisory Services, L…5,284$1.06M0.07%+19513F-HRTimeline
Biondo Investment Advisors, LLC5,278$1.05M0.13%+8313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners5,254$1.05M0.14%-10313F-HRTimelineGroup
Palumbo Wealth Management LLC5,200$1.04M0.26%new13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp5,191$1.04M0.05%-613F-HRTimelineGroup
Buck Wealth Strategies, LLC5,108$1.02M0.13%-1,35213F-HRTimeline
Dakota Wealth Management5,075$1.01M0.02%-36413F-HR/ATimeline
LANE BROTHERS & CO INC5,070$1.01M0.73%13F-HRTimeline
Retirement Planning Group, LLC5,048$1.01M0.03%+1,17613F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT5,045$1.01M0.31%-3713F-HRTimeline
Choate Investment Advisors4,950$988K0.02%013F-HRTimeline
Cornerstone Wealth Group, LLC4,875$973K0.07%+37013F-HRTimeline
Rede Wealth, LLC4,868$972K0.34%new13F-HRTimeline
FAS Wealth Partners, Inc.4,865$971K0.06%-98913F-HRTimeline
SIERRA SUMMIT ADVISORS LLC4,812$961K0.15%013F-HRTimeline
Lighthouse Financial LLC4,790$956K0.63%-50013F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,807$956K0.25%+113F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC4,768$952K0.16%13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,749$948K0.3%+17313F-HRTimeline
Triad Wealth Partners, LLC4,718$942K0.09%+45213F-HRTimeline
Occidental Asset Management, LLC4,646$928K0.11%-21413F-HRTimeline
Gen-Wealth Partners Inc4,633$925K0.3%+57013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.4,632$925K0.14%+10013F-HRTimeline
Bedminster, LLC4,630$925K0.85%13F-HRTimeline
Eddie Patel Inc4,623$923K0.69%13F-HRTimeline
BURNS J W & CO INC/NY4,620$923K0.1%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,595$918K<0.01%+1,26513F-HRTimelineGroup
NAVELLIER & ASSOCIATES INC4,586$916K0.1%-3,95713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,581$915K0.02%-913F-HRTimeline
HighPoint Advisor Group LLC4,565$912K0.02%new13F-HRTimeline
Mainstream Capital Management LLC4,555$910K0.6%-34713F-HRTimeline
ADAPT WEALTH ADVISORS, LLC4,549$908K0.31%-713F-HRTimeline
Kingsview Wealth Management, LLC4,535$905K0.01%-18113F-HRTimeline
Sequoia Financial Advisors, LLC4,495$897K0.01%+3613F-HRTimeline
Signet Private Wealth LLC4,405$880K0.84%13F-HRTimeline
CrossGen Wealth, LLC4,405$880K0.77%13F-HRTimeline
Affiance Financial, LLC4,400$879K0.14%-40013F-HRTimeline
Orange Investment Advisors, Inc.4,370$873K0.1%-7013F-HRTimeline
WealthShield Partners, LLC4,345$868K0.1%-17113F-HRTimeline
Gladstone Institutional Advisory LLC4,341$867K0.03%-4,19513F-HRTimeline
Kesler, Norman & Wride, LLC4,327$864K0.15%-86113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,323$863K0.3%+4,12313F-HRTimeline
Interchange Capital Partners, LLC4,321$863K0.16%-46013F-HRTimeline
Financial Engines Advisors L.L.C.4,321$863K<0.01%-313F-HRTimeline
WARNER FINANCIAL, INC4,313$861K0.3%013F-HRTimeline
SPINNAKER TRUST4,286$856K0.05%-25313F-HRTimeline
RIK SAYLOR FINANCIAL, INC.4,263$851K0.62%-2213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,234$845K0.05%-80513F-HRTimelineGroup
Root Financial Partners, LLC4,152$829K0.04%+13513F-HRTimeline
Advance Capital Management, Inc.4,137$826K0.04%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,127$824K0.02%-41113F-HRTimeline
WT Wealth Management4,122$823K0.24%+27613F-HRTimeline
Asset Dedication, LLC4,120$823K0.05%013F-HRTimeline
Spectrum Planning & Advisory Services I…4,070$813K0.42%-1,49513F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC4,037$806K0.34%-30613F-HRTimeline