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Disclosery

IYW ISHARES TR

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SHS (fund)

1,170 managers (1,184 13F filers) reported a position in IYW shares at 2026-03-31, 50,635,981 shares in all. 59 filers opened a position and 129 filers sold out during the quarter.

Managers
1,170
13F filers
1,184
New
59
Added
255
Reduced
522
Sold out
129
Shares held by filers
50,635,981

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Lewis Asset Management, LLC8,312$1.51M0.62%-16513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,260$1.5M0.05%+213F-HRTimelineGroup
CX Institutional8,250$1.5M0.05%-56013F-HRTimeline
SAX WEALTH ADVISORS, LLC7,454$1.49M0.07%013F-HRTimeline
Intrepid Financial Planning Group LLC8,192$1.49M0.6%-8613F-HRTimeline
DAVENPORT & Co LLC8,180$1.48M0.01%-50113F-HRTimeline
Rossby Financial, LCC7,970$1.47M0.31%+79413F-HRTimeline
Aprio Wealth Management, LLC8,093$1.47M0.08%+1,03813F-HRTimeline
Vise Technologies, Inc.7,352$1.47M0.03%013F-HRTimeline
Meridian Wealth Advisors, LLC8,076$1.47M0.19%013F-HRTimeline
NewEdge Wealth, LLC8,007$1.45M0.02%+5,01113F-HRTimeline
Davis Wealth Advisors, LLC8,002$1.45M1.21%-2713F-HRTimeline
Bawa N Mallick Trust8,000$1.45M0.59%013F-HRTimeline
Charter Oak Capital Management, LLC7,997$1.45M0.11%+813F-HRTimeline
Modern Wealth Management, LLC7,844$1.45M0.02%-1,09313F-HRTimeline
Asempa Wealth Advisors7,842$1.45M1.26%-5813F-HRTimeline
Sharkey, Howes & Javer7,957$1.44M0.19%-71313F-HRTimeline
Compass Financial Group, Inc. (Ohio)7,939$1.44M1.05%-23113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,936$1.44M0.01%-45913F-HRTimeline
PRIVATE TRUST CO NA7,841$1.42M0.13%-34613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …7,747$1.41M0.01%+12913F-HRTimelineGroup
Apeiron RIA LLC7,683$1.39M0.32%-1,52813F-HRTimeline
Curi Capital, LLC7,657$1.39M0.02%+34713F-HRTimeline
Interchange Capital Partners, LLC9,840$1.38M0.44%+5,51913F-HRTimeline
Moors & Cabot, Inc.7,612$1.38M0.06%+26913F-HRTimeline
UNIQUE WEALTH, LLC7,596$1.38M0.19%-20,94313F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO7,573$1.37M0.14%new13F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC7,533$1.37M0.24%new13F-HRTimeline
Pallas Capital Advisors LLC7,381$1.34M0.05%-42813F-HRTimeline
Aurora Private Wealth, Inc.6,761$1.34M0.95%-713F-HRTimeline
Greenspring Advisors, LLC7,358$1.33M0.08%+46813F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…7,320$1.33M0.45%-1,62313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC7,316$1.33M0.03%new13F-HRTimeline
SAXON INTERESTS, INC.7,201$1.31M0.45%+4213F-HRTimeline
Kaydan Wealth Management, Inc.7,185$1.3M0.44%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.7,167$1.3M<0.01%+8113F-HRTimelineGroup
TD Waterhouse Canada Inc.6,945$1.28M<0.01%-4,86713F-HRTimeline
Clear Creek Financial Management, LLC6,995$1.27M0.1%-4,34713F-HRTimeline
M3 Advisory Group, LLC6,977$1.27M0.78%+513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,954$1.26M0.03%-81913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,948$1.26M0.15%+84813F-HRTimeline
ADELL HARRIMAN & CARPENTER INC6,925$1.26M0.08%-54513F-HRTimeline
Americana Partners, LLC6,892$1.25M0.03%+4,78113F-HRTimeline
LANARK FINANCIAL, INC.6,882$1.25M0.09%-4013F-HRTimeline
Westside Investment Management, Inc.6,837$1.25M0.19%-1513F-HRTimeline
Stanich Group LLC6,852$1.24M0.95%+813F-HRTimeline
Accredited Investors Inc.6,814$1.24M0.07%+4,39013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,796$1.23M0.01%-37513F-HRTimelineGroup
CWA Asset Management Group, LLC6,795$1.23M0.04%-16013F-HRTimeline
American Institute for Advanced Investm…6,780$1.23M0.8%-39013F-HRTimeline
Empowered Funds, LLC6,769$1.23M0.01%new13F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,748$1.22M0.02%-21413F-HRTimelineGroup
Nikulski Financial, Inc.6,735$1.22M0.3%+113F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…6,714$1.22M0.14%-2,09413F-HRTimeline
First Western Trust Bank6,700$1.22M0.06%013F-HRTimeline
Olde Wealth Management, LLC6,667$1.21M0.38%013F-HRTimeline
Ridgeline Wealth, LLC6,629$1.2M0.86%-2,71113F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,583$1.19M0.36%+27813F-HRTimeline
KPP Advisory Services LLC6,498$1.18M0.17%+9613F-HRTimeline
WILLNER & HELLER, LLC6,490$1.18M0.88%-12313F-HRTimeline
Fortis Group Advisors, LLC5,395$1.18M0.19%-913F-HRTimeline
BROOKTREE CAPITAL MANAGEMENT6,476$1.17M0.93%013F-HRTimeline
Zhang Financial LLC6,454$1.17M0.04%013F-HRTimeline
PKS Advisory Services, LLC6,424$1.17M0.27%-15613F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,348$1.15M0.12%013F-HRTimeline
MKT Advisors LLC6,118$1.15M0.38%+58813F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC6,257$1.14M0.9%-2013F-HRTimeline
Wealthstar Advisors, LLC6,240$1.13M0.67%-1,47813F-HRTimeline
Riverview Capital Advisers, LLC9,834$1.13M0.38%013F-HRTimeline
Stillwater Wealth Management Group6,180$1.12M0.69%+33013F-HRTimeline
DAGCO, INC.6,112$1.11M0.24%+22913F-HRTimeline
Orion Porfolio Solutions, LLC6,107$1.11M0.01%-32,92613F-HRTimeline
Accel Wealth Management6,103$1.11M0.29%-1,96313F-HRTimeline
Hudson Portfolio Management LLC6,100$1.11M0.93%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC6,069$1.1M0.14%new13F-HRTimeline
Lavaca Capital LLC6,059$1.1M0.2%013F-HRTimeline
Berkeley Capital Partners, LLC6,019$1.09M0.25%-32,14013F-HRTimeline
Comprehensive Financial Planning, Inc./…6,000$1.09M0.75%-13513F-HRTimeline
Clearstead Advisors, LLC5,956$1.08M0.01%-19213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,901$1.07M0.08%+17113F-HRTimeline
Shared Vision Wealth Group LLC5,839$1.06M0.43%-1,07813F-HRTimeline
WealthPlan Investment Management, LLC5,824$1.06M0.06%-55913F-HRTimeline
Westwood Wealth Management5,810$1.05M0.41%new13F-HRTimeline
Advyzon Investment Management, LLC5,802$1.05M0.09%+2,61813F-HRTimeline
PARK NATIONAL CORP /OH/5,800$1.05M0.03%-5013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…5,789$1.05M0.07%013F-HRTimeline
WEDBUSH SECURITIES INC5,787$1.05M0.03%-1,00613F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC5,749$1.04M0.06%-8413F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC5,654$1.04M0.71%new13F-HRTimeline
CHAPIN DAVIS, INC.5,719$1.04M0.23%013F-HRTimeline
GREENLEAF TRUST5,712$1.04M0.01%+5513F-HRTimeline
MONTAG A & ASSOCIATES INC5,690$1.03M0.05%-7713F-HRTimeline
Yukon Wealth Management, Inc.5,664$1.03M0.61%-21013F-HRTimeline
Cassaday & Co Wealth Management LLC5,620$1.02M0.02%-37213F-HRTimeline
Strategic Financial Concepts, LLC5,600$1.02M0.25%new13F-HRTimeline
Tradition Wealth Management, LLC5,596$1.02M0.07%-31713F-HRTimeline
Purewater Capital LLC5,578$1.01M0.97%13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC5,520$1M0.54%-10913F-HR/ATimeline
Bison Wealth, LLC4,161$1M0.1%+4613F-HRTimeline
Symphony Financial Services, Inc.5,372$975K0.5%-1113F-HRTimeline
SIERRA SUMMIT ADVISORS LLC5,361$973K0.14%+54913F-HRTimeline
NORTHLAND SECURITIES, INC.5,355$972K0.92%-6213F-HRTimeline
GRANVILLE CAPITAL, INC.5,354$971K0.51%-9513F-HRTimeline
Unified Investment Management5,345$970K1%013F-HRTimeline
Kingsview Wealth Management, LLC5,345$970K0.01%+81013F-HRTimeline
N.E.W. Advisory Services LLC5,304$962K0.07%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,283$959K0.07%+3,14213F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners5,254$953K0.12%013F-HRTimelineGroup
Cornerstone Wealth Group, LLC4,537$950K0.06%-33813F-HRTimeline
Palumbo Wealth Management LLC5,200$943K0.23%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,134$931K0.34%-27913F-HRTimeline
Dakota Wealth Management5,075$921K0.02%013F-HR/ATimeline
Tactive Advisors, LLC5,073$920K0.26%-29513F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,734$914K0.25%-7313F-HRTimeline
Quadrant Private Wealth Management, LLC5,024$911K0.14%-3,50713F-HRTimeline
COURIER CAPITAL LLC4,979$903K0.05%-48013F-HR/ATimeline
PENOBSCOT WEALTH MANAGEMENT4,953$899K0.27%-9213F-HRTimeline
Choate Investment Advisors4,950$898K0.02%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,934$895K0.05%-25713F-HRTimelineGroup
LANE BROTHERS & CO INC4,891$887K0.65%-17913F-HRTimeline
Rede Wealth, LLC4,868$883K0.32%013F-HRTimeline
FAS Wealth Partners, Inc.4,864$882K0.05%-113F-HRTimeline
Cardinal Point Capital Management ULC4,849$880K0.05%new13F-HRTimeline
LiftPoint Family Wealth Advisors LLC4,832$877K0.73%-5,44813F-HRTimeline
HighPoint Advisor Group LLC4,830$876K0.04%+26513F-HRTimeline
Marex Group Ltdin group Marex Group Ltd4,820$874K0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…4,815$873K0.06%-46913F-HRTimeline
Buck Wealth Strategies, LLC4,811$873K0.11%-29713F-HRTimeline
Retirement Wealth Solutions LLC4,808$872K0.55%-90413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,801$871K0.02%-19,23613F-HRTimelineGroup
Lighthouse Financial LLC4,795$870K0.52%+513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,772$866K0.26%+2313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC4,768$865K0.15%013F-HRTimeline
Certified Advisory Corp4,745$861K0.08%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,742$860K<0.01%+14713F-HRTimelineGroup
Old North State Wealth Management, LLC4,695$853K0.39%+93313F-HRTimeline
NAVELLIER & ASSOCIATES INC4,691$851K0.09%+10513F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.4,632$840K0.13%013F-HRTimeline
BURNS J W & CO INC/NY4,610$836K0.1%-1013F-HRTimeline
Presidio Capital Management, LLC4,585$832K0.24%+80913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,581$831K0.02%013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC4,571$829K0.3%+2213F-HRTimeline
Mainstream Capital Management LLC4,536$823K0.55%-1913F-HRTimeline
Westmount Partners, LLC4,530$822K0.2%new13F-HRTimeline
Smartleaf Asset Management LLC4,731$821K0.03%-1,29413F-HRTimeline
Occidental Asset Management, LLC4,506$818K0.1%-14013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,493$815K0.02%+81313F-HRTimelineGroup
Summit Financial, LLC4,461$809K0.01%-8,34413F-HRTimeline
Vestmark Advisory Solutions, Inc.4,429$804K0.01%new13F-HRTimeline
CrossGen Wealth, LLC4,418$802K0.7%+1313F-HRTimeline
Sequoia Financial Advisors, LLC4,418$801K<0.01%-7713F-HRTimeline
Affiance Financial, LLC4,400$798K0.13%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,382$795K0.02%+78113F-HR/ATimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,346$788K<0.01%-3,24613F-HRTimelineGroup
Cooper Financial Group4,319$784K0.08%-1,84013F-HRTimeline
Financial Engines Advisors L.L.C.4,311$782K<0.01%-1013F-HRTimeline
WARNER FINANCIAL, INC4,313$782K0.27%013F-HRTimeline
WT Wealth Management4,295$779K0.23%+17313F-HRTimeline
SPINNAKER TRUST4,286$778K0.04%013F-HRTimeline
Orange Investment Advisors, Inc.4,250$771K0.1%-12013F-HR/ATimeline
Signet Private Wealth LLC4,227$767K0.73%-17813F-HRTimeline
Asset Dedication, LLC4,187$760K0.05%+6713F-HRTimeline
Qube Research & Technologies Ltd4,162$755K<0.01%+1,00213F-HRTimeline
Root Financial Partners, LLC4,161$755K0.03%+913F-HRTimeline
Latitude Advisors, LLC4,143$752K0.34%-1,54313F-HRTimeline
Advance Capital Management, Inc.4,137$751K0.03%013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.4,122$748K0.57%-14113F-HRTimeline
Modera Wealth Management, LLC4,009$727K0.01%+3913F-HRTimeline
Westover Capital Advisors, LLC4,000$726K0.13%013F-HRTimeline
Cannon Advisors, Inc.3,980$722K0.54%013F-HRTimeline
Valeo Financial Advisors, LLC3,977$722K0.02%013F-HRTimeline
Bedminster, LLC3,957$718K0.67%-67313F-HRTimeline
AXQ CAPITAL, LP3,943$715K0.09%new13F-HRTimeline
Dodds Wealth, LLC3,939$715K0.18%-2513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,912$710K0.01%+17213F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.3,906$709K0.28%013F-HRTimeline
Family Manage LLC3,860$700K0.08%013F-HRTimeline
Mill Creek Capital Advisors, LLC3,829$695K0.01%+113F-HRTimeline
Gladstone Institutional Advisory LLC3,734$678K0.03%-60713F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.3,715$674K0.15%-2113F-HRTimeline
JFS WEALTH ADVISORS, LLC3,710$673K0.04%-11413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO3,710$673K<0.01%new13F-HRTimelineGroup
Hilltop Partners LLC3,694$670K0.17%-2113F-HRTimeline
Schorn Wealth LLC3,684$668K0.2%013F-HRTimeline
Amicus Financial Advisors, LLC3,674$667K0.18%-10613F-HRTimeline
United Capital Management of KS, Inc.3,671$666K0.1%-11413F-HRTimeline
Argyle Capital Partners, LLC3,658$664K0.48%-24513F-HRTimeline
PFG Advisors3,636$660K0.03%-11513F-HRTimeline
Lantz Financial LLC3,619$657K0.14%-25113F-HRTimeline
SkyView Investment Advisors, LLC3,606$654K0.09%013F-HRTimeline
TrueWealth Advisors, LLC3,594$652K0.16%-6113F-HRTimeline
JB Capital LLC3,566$647K0.03%-4,27113F-HRTimeline
BLVD Private Wealth, LLC3,564$647K0.56%-23613F-HRTimeline
Hoxton Planning & Management, LLC3,524$639K0.19%-33713F-HRTimeline
Independent Solutions Wealth Management…3,511$637K0.09%+1,05213F-HRTimeline
Urban Wealth Management, LLC3,510$637K0.65%-6013F-HRTimeline
Ausdal Financial Partners, Inc.3,443$625K0.03%-47413F-HRTimeline
Next Level Private LLC3,443$625K0.14%+49713F-HRTimeline
ASL Financial, LLC3,431$622K0.5%-16513F-HRTimeline
Willis Johnson & Associates, Inc.3,430$622K0.04%-10513F-HRTimeline