Skip to content
Disclosery

IYW ISHARES TR

Follow

SHS (fund)

1,286 managers (1,302 13F filers) reported a position in IYW shares at 2026-06-30, 51,849,296 shares in all. 160 filers opened a position and 47 filers sold out during the quarter.

Managers
1,286
13F filers
1,302
New
160
Added
279
Reduced
492
Sold out
47
Shares held by filers
51,849,296

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Oxinas Partners, LLC3,430$865K0.34%+113F-HRTimeline
Urban Wealth Management, LLC3,405$859K0.75%-10513F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT3,400$858K0.15%013F-HRTimeline
Avalon Trust Co3,396$857K0.05%013F-HRTimeline
Bedminster, LLC3,390$855K0.73%-56713F-HRTimeline
WORLD EQUITY GROUP, INC.3,386$854K0.19%+11713F-HRTimeline
Intrua Financial, LLC3,375$851K0.08%+1013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,369$850K0.01%+113F-HRTimeline
Nikulski Financial, Inc.3,360$847K0.18%-3,37513F-HRTimeline
XML Financial, LLC3,352$845K0.06%013F-HRTimeline
Hoxton Planning & Management, LLC3,350$845K0.22%-17413F-HRTimeline
Moment Partners, LLC3,339$842K0.15%013F-HRTimeline
Visionary Horizons, LLC3,335$841K0.35%+47513F-HRTimeline
Mosley Wealth Management3,300$832K0.26%-14,09913F-HRTimeline
Avantax Planning Partners, Inc.3,296$831K0.02%013F-HRTimeline
Cornerstone Wealth, LLC/TN3,346$831K0.42%+76613F-HRTimeline
Interchange Capital Partners, LLC3,284$828K0.16%-6,55613F-HRTimeline
OLD NATIONAL BANCORP /IN/3,248$819K0.02%013F-HRTimeline
DIVERSIFIED TRUST CO3,225$813K0.01%+6713F-HRTimeline
Aspen Investment Management Inc3,215$811K0.22%013F-HRTimeline
Main Street Group, LTD3,213$810K0.19%+31413F-HRTimeline
Sensible Money, LLC3,200$807K0.21%013F-HRTimeline
Columbia Bank3,200$807K0.18%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,160$797K0.06%+47013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC3,149$794K0.02%-24813F-HRTimelineGroup
TBH Global Asset Management, LLC3,128$789K0.14%013F-HRTimeline
Next Level Private LLC3,111$785K0.15%-33213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,099$782K0.01%-6913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,099$782K0.05%-10013F-HRTimeline
Howard Capital Management, LLC3,087$779K0.01%new13F-HRTimeline
Fiduciary Group, LLC3,044$768K0.06%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,037$766K0.01%013F-HRTimeline
Shepherd Financial Partners LLC3,032$765K0.06%-15,92513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,025$763K0.1%-713F-HR/ATimeline
Canal Capital Management, LLC2,985$753K0.09%+113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,983$753K0.02%-16213F-HRTimeline
Manchester Capital Management LLC2,968$749K0.1%013F-HRTimeline
Maridea Wealth Management LLC2,921$737K0.08%new13F-HRTimeline
Spectrum Planning & Advisory Services I…2,912$735K0.33%-36813F-HRTimeline
Chesapeake Wealth Management2,892$729K0.2%-48413F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC2,892$729K0.27%013F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC2,875$725K0.16%013F-HRTimeline
Schorn Wealth LLC2,866$723K0.19%-81813F-HRTimeline
PUREfi Wealth, LLC2,865$723K0.4%-44313F-HRTimeline
Michels Family Financial, LLC2,862$722K0.46%-9613F-HRTimeline
Madrid Wealth Management, LLC2,855$720K0.47%-1213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,998$719K0.01%+36913F-HRTimeline
Godfrey Financial Associates, Inc.2,850$719K0.55%+4413F-HRTimeline
Kesler, Norman & Wride, LLC2,836$715K0.11%-21313F-HRTimeline
REDW Wealth LLC2,816$710K0.25%013F-HRTimeline
Cambria Investment Management, L.P.2,807$708K0.04%new13F-HRTimeline
Bensler, LLC2,771$699K0.06%013F-HRTimeline
Asset Management Group, Inc.2,770$699K0.1%013F-HRTimeline
Crestwood Advisors Group, LLC2,769$698K0.01%+14013F-HRTimeline
Trek Financial, LLC2,739$691K0.03%-9913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,738$691K0Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,724$687K<0.01%-1,62213F-HRTimelineGroup
WESPAC Advisors SoCal, LLC2,710$684K0.12%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,700$681K0.1%013F-HRTimeline
HUB Investment Partners, LLC2,679$676K0.01%new13F-HRTimeline
Jackson Wealth Management, LLC2,666$672K0.4%-51,42313F-HRTimeline
Samalin Investment Counsel, LLC2,656$670K0.21%-28113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,651$669K0.04%-5013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,645$667K<0.01%+1,40413F-HRTimelineGroup
CVA Family Office, LLC2,635$665K0.06%013F-HRTimeline
HT Partners LLC2,612$659K0.18%013F-HRTimeline
OMNI 360 Wealth, Inc.2,610$658K0.3%+2913F-HRTimeline
Golden State Wealth Management, LLC2,607$658K0.06%+20713F-HRTimeline
Legacy Financial Advisors, Inc.2,607$658K0.08%-13213F-HRTimeline
SMITH, MOORE & CO.2,600$656K0.04%013F-HRTimeline
AMERIFLEX GROUP, INC.2,588$653K0.27%-813F-HRTimeline
PRAIRIE ADVISORY, LLC2,585$652K0.16%13F-HRTimeline
Asset Advisory Group, Inc.2,580$651K0.28%-10913F-HRTimeline
Founders Financial Alliance, LLC2,575$650K0.09%+1,12813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,570$648K0.02%-613F-HRTimeline
Signal Advisors Wealth, LLC2,569$648K0.03%-3713F-HRTimeline
Buck Wealth Strategies, LLC2,557$645K0.07%-2,25413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,556$645K0.04%+70913F-HRTimeline
Scarborough Advisors, LLC2,610$640K0.07%-313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,532$638K0.03%+21113F-HRTimeline
Blue Fin Capital, Inc.2,524$637K0.09%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,522$636K0.09%-22313F-HRTimeline
MCDONALD PARTNERS LLC2,512$634K0.15%+69313F-HRTimeline
IFG Advisors, LLC2,510$633K0.09%+213F-HRTimeline
Beaird Harris Wealth Management, LLC2,505$632K0.04%013F-HRTimeline
Fisher Asset Management, LLC2,501$631K<0.01%-88713F-HRTimeline
Advisors Capital Management, LLC2,489$628K0.01%+113F-HRTimeline
Antonelli Financial Advisors, LLC2,461$621K0.43%-4213F-HRTimeline
XY Planning Network, Inc.2,446$617K0.08%+1,00913F-HRTimeline
BRIGHTON JONES LLC2,435$614K0.01%-51913F-HRTimeline
Parkside Financial Bank & Trust2,426$612K0.04%013F-HRTimeline
Resonant Capital Advisors, LLC2,407$607K0.03%013F-HRTimeline
Accurate Wealth Management, LLC2,423$606K0.06%-3813F-HRTimeline
Ranch Capital Advisors Inc.2,400$605K0.19%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,400$605K0.03%013F-HRTimeline
Fulcrum Equity Management2,400$605K0.49%+46013F-HRTimeline
Clark Capital Management Group, Inc.2,393$603K<0.01%-59713F-HRTimeline
Powell Investment Advisors, LLC2,386$602K0.19%013F-HRTimeline
Center for Financial Planning, Inc.2,384$601K0.06%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,385$601K0.04%-1513F-HRTimelineGroup
SCS Capital Management LLC2,370$598K0.01%013F-HRTimeline
Main Street Financial Solutions, LLC2,368$597K0.04%-39913F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC2,368$597K0.12%013F-HRTimeline
PFG Advisors2,361$596K0.03%-1,27513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,360$595K0.04%-1013F-HRTimeline
BAILARD, INC.2,347$592K0.01%+4113F-HRTimeline
Tilson Financial Group, Inc.2,338$590K0.16%013F-HRTimeline
Westfuller Advisors, LLC2,330$588K0.21%013F-HRTimeline
ALTFEST L J & CO INC2,330$588K0.06%013F-HRTimeline
Robertson Stephens Wealth Management, L…2,313$584K0.01%-3613F-HRTimeline
Warm Springs Advisors Inc.2,312$583K0.4%013F-HRTimeline
Stonebrook Private Inc.2,307$582K0.11%-7113F-HRTimeline
Ignite Planners, LLC2,302$581K0.08%+10013F-HRTimeline
WEALTHGARDEN F.S. LLC2,298$580K0.33%-1313F-HRTimeline
Independence Bank of Kentucky2,296$579K0.07%013F-HRTimeline
BIP Wealth, LLC2,293$578K0.02%013F-HRTimeline
GARRISON POINT ADVISORS, LLC2,290$578K0.23%013F-HRTimeline
Crescent Grove Advisors, LLC2,272$573K0.05%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,256$569K0.02%+19913F-HRTimelineGroup
Washington Trust Bank2,255$569K0.04%-20613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Weaver Consulting Group2,254$568K0.12%013F-HRTimeline
Elevation Wealth Management LLC2,246$567K0.42%-1313F-HRTimeline
New Insight Wealth Advisors2,237$564K0.17%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,232$563K<0.01%new13F-HRTimelineGroup
One Charles Private Wealth Services, LLC2,224$561K0.13%+34113F-HRTimeline
WealthShield Partners, LLC2,212$558K0.09%-8213F-HRTimeline
Facet Wealth, Inc.2,208$557K0.01%-19713F-HRTimeline
BOK Financial Private Wealth, Inc.2,200$555K0.03%013F-HRTimeline
JT Stratford LLC2,200$555K0.06%+12213F-HRTimeline
Chicago Partners Investment Group LLC2,323$554K0.01%-3513F-HRTimeline
Livet Wealth, LLC2,193$553K0.32%-6113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,190$552K0.32%-1413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,166$546K0.01%013F-HRTimelineGroup
Harbour Trust & Investment Management Co2,157$544K0.05%013F-HRTimeline
Strathmore Capital Advisors, Inc.2,222$543K0.15%-44013F-HRTimeline
Vision Retirement, LLC2,142$540K0.13%-2113F-HRTimeline
Accelerate Investment Advisors LLC2,140$540K0.31%013F-HRTimeline
Atlantic Edge Private Wealth Management…2,140$540K0.11%013F-HRTimeline
Garde Capital, Inc.2,138$539K0.02%013F-HRTimeline
Sound Income Strategies, LLC2,136$539K0.02%+43313F-HRTimeline
Eagle Wealth Advisors LLC2,136$539K0.41%013F-HRTimeline
SUTTON PLACE INVESTORS LLC2,116$534K0.26%-713F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT2,109$532K0.22%+113F-HRTimeline
Silicon Valley Capital Partners2,107$532K0.04%-10013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,107$531K0.11%013F-HRTimeline
OFS Enterprise LLC2,100$530K0.14%+15413F-HRTimeline
Madson Wealth Advisors Inc2,098$529K0.36%-12013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC2,088$527K0.08%-2713F-HRTimeline
Marex Group Ltdin group Marex Group Ltd2,088$527K<0.01%-2,73213F-HRTimelineGroup
Acorn Wealth Advisors, LLC2,057$519K0.13%-6713F-HRTimeline
Center for Wealth Management Advisory2,052$518K0.32%013F-HRTimeline
First City Capital Management, Inc.2,050$517K0.25%013F-HRTimeline
Jacobi Capital Management LLC2,044$516K0.03%013F-HRTimeline
Cassilly Financial Group LLC2,037$514K0.37%-5713F-HR/ATimeline
Transcendent Capital Group LLC2,035$513K0.2%+15113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2,000$504K0.04%013F-HR/ATimeline
Cambridge Advisors Inc.2,000$504K0.09%013F-HRTimeline
Rialto Wealth Management, LLC2,000$504K0.1%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp1,998$504K0.01%013F-HRTimelineGroup
Argentarii, LLC2,000$502K0.15%013F-HRTimeline
CEERA INVESTMENTS, LLC1,970$497K0.21%-21013F-HRTimeline
Frankly Finances, LLC1,960$494K0.39%013F-HR/ATimeline
Resolute Wealth Strategies, LLC1,952$492K0.19%013F-HRTimeline
Financial Solutions Advisory Group, Inc.1,970$491K0.06%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,946$491K0.03%013F-HRTimeline
SIERRA OCEAN, LLC1,946$491K0.34%-1413F-HRTimeline
Center For Asset Management LLC1,942$490K0.22%+19513F-HRTimeline
Tiller Private Wealth, Inc.1,931$487K0.15%-3013F-HRTimeline
Baldwin Investment Management, LLC1,930$487K0.05%013F-HRTimeline
PEOPLES BANK /OH1,926$486K0.25%013F-HRTimeline
Venture Visionary Partners LLC1,924$485K0.01%013F-HRTimeline
Keystone Financial Services1,920$484K0.12%-2513F-HRTimeline
Flagship Private Wealth, LLC1,918$484K0.17%new13F-HRTimeline
DF DENT & CO INC1,910$482K0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,909$482K0.01%-26613F-HRTimelineGroup
DOLIVER ADVISORS, LP1,909$482K0.11%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC1,907$481K0.08%013F-HRTimeline
Baker Avenue Asset Management, LP1,901$480K0.01%-23113F-HRTimeline
Confluence Wealth Services, Inc.1,901$479K0.01%+1013F-HRTimeline
V2 Financial group LLC1,900$479K0.18%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.2,003$479K0.23%-75013F-HRTimeline
Daviman Financial, LLC1,899$479K0.26%+35613F-HRTimeline
GAMMA Investing LLC1,896$478K0.02%-13313F-HRTimeline
Nilsine Partners, LLC1,895$478K0.03%013F-HRTimeline
Novak & Powell Financial Services, Inc.1,894$478K0.23%013F-HRTimeline
RESOLUTE CAPITAL, LLC1,885$475K0.16%-713F-HRTimeline
SOA Wealth Advisors, LLC.1,876$473K0.08%+113F-HRTimeline
Key Financial Inc1,875$473K0.08%-2113F-HRTimeline
Centurion Wealth Management LLC1,874$473K0.11%-2813F-HRTimeline
Yardley Wealth Management LLC1,872$472K0.21%-47513F-HRTimeline
GWN SECURITIES INC.1,872$472K0.08%+713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,869$471K0.01%+74013F-HRTimeline
Verdence Capital Advisors LLC1,867$471K0.02%-1913F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD1,865$470K0.06%-2513F-HRTimeline
Hopwood Financial Services, Inc.1,860$469K0.27%013F-HRTimeline
Roble, Belko & Company, Inc1,835$463K0.05%013F-HRTimeline
Human Investing LLC1,834$463K0.06%013F-HR/ATimeline
TOWNSQUARE CAPITAL LLC1,821$459K0.08%013F-HRTimeline
EFG International AGin group EFG International AG1,820$459K0.01%+92013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,818$459K<0.01%-513F-HRTimelineGroup