IYW ISHARES TR

SHS (fund)

1,141 managers (1,152 13F filers) reported a position in IYW shares at 2024-12-31, 79,943,638 shares in all. 54 filers opened a position and 43 filers sold out during the quarter.

Managers: 1,141
13F filers: 1,152
New: 54
Added: 367
Reduced: 400
Sold out: 43
Shares held by filers: 79,943,638

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Palumbo Wealth Management LLC	5,200	$830K	0.31%	0	13F-HR Timeline
Beacon Financial Advisory LLC	5,189	$828K	0.27%	+322	13F-HR Timeline
Kesler, Norman & Wride, LLC	5,188	$828K	0.18%	+1,164	13F-HR Timeline
Clearstead Advisors, LLC	5,182	$827K	0.01%	+1,100	13F-HR Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC	5,149	$821K	0.05%	+198	13F-HR Timeline
BRADLEY FOSTER & SARGENT INC/CT	5,072	$809K	0.01%	-59	13F-HR Timeline
TrueWealth Advisors, LLC	5,061	$807K	0.27%	+46	13F-HR Timeline
Qube Research & Technologies Ltd	5,057	$807K	<0.01%	+3,080	13F-HR Timeline
Kovack Advisors, Inc.	5,049	$805K	0.08%	-134	13F-HR Timeline
BBR PARTNERS, LLC	5,048	$805K	0.06%	new	13F-HR Timeline
Emergent Wealth Advisors, LLC	5,043	$805K	0.58%	-25	13F-HR Timeline
MONETA GROUP INVESTMENT ADVISORS LLC	4,989	$796K	0.01%	-100	13F-HR Timeline
Choate Investment Advisors	4,950	$790K	0.02%	0	13F-HR Timeline
Mainstream Capital Management LLC	4,945	$789K	0.55%	+63	13F-HR Timeline
Empower Advisory Group, LLC	4,925	$786K	<0.01%	+530	13F-HR Timeline
Vantage Point Financial LLC	4,920	$785K	0.42%		13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	4,876	$778K	0.16%	+356	13F-HR Timeline
Petix & Botte Co	4,873	$777K	0.2%	+2,910	13F-HR Timeline
Rede Wealth, LLC	4,868	$777K	0.3%	0	13F-HR Timeline
Occidental Asset Management, LLC	4,849	$773K	0.12%	0	13F-HR Timeline
SIERRA SUMMIT ADVISORS LLC	4,812	$768K	0.15%	0	13F-HR Timeline
SYNOVUS FINANCIAL CORP	4,787	$764K	0.01%	0	13F-HR Timeline
Affiance Financial, LLC	4,767	$760K	0.18%	-629	13F-HR Timeline
Symphony Financial Services, Inc.	4,761	$760K	0.61%	-148	13F-HR Timeline
ROMAN BUTLER FULLERTON & CO	4,802	$755K	0.24%	+1	13F-HR Timeline
Avior Wealth Management, LLC	4,723	$754K	0.03%	+2,516	13F-HR Timeline
BURNS J W & CO INC/NY	4,698	$749K	0.1%	-999	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	4,696	$749K	0.01%	+870	13F-HR Timeline
Anchor Pointe Wealth Management, LLC	4,647	$748K	0.97%		13F-HR Timeline
Cornerstone Wealth Management, LLC	4,685	$747K	0.05%	-457	13F-HR Timeline
Sequoia Financial Advisors, LLC	4,674	$746K	0.01%	+1,255	13F-HR/A Timeline
Executive Wealth Management, LLC	4,657	$743K	0.06%	0	13F-HR Timeline
Orange Investment Advisors, Inc.	4,640	$740K	0.08%	0	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	4,623	$738K	0.1%	+36	13F-HR Timeline
Wealthstream Advisors, Inc.	4,623	$737K	0.14%	0	13F-HR Timeline
Lighthouse Financial LLC	4,600	$734K	0.6%		13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	4,590	$732K	0.07%	+400	13F-HR Timeline
One Capital Management, LLC	4,516	$720K	0.02%	-30,033	13F-HR Timeline
Cornerstone Wealth Group, LLC	4,505	$719K	0.06%	-12	13F-HR Timeline
SPINNAKER TRUST	4,503	$718K	0.05%	-800	13F-HR Timeline
GPS Wealth Strategies Group, LLC	4,488	$716K	0.09%	+798	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	4,488	$716K	0.02%	+2,320	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT LLC	4,470	$713K	0.14%	-1,800	13F-HR Timeline
Cutter & CO Brokerage, Inc.	4,439	$708K	0.17%	-478	13F-HR Timeline
WETZEL INVESTMENT ADVISORS, INC.	4,412	$704K	0.35%	+47	13F-HR Timeline
COURIER CAPITAL LLC	4,400	$702K	0.05%	-15	13F-HR Timeline
XML Financial, LLC	4,396	$701K	0.06%	+73	13F-HR Timeline
ADAPT WEALTH ADVISORS, LLC	4,396	$701K	0.35%	-200	13F-HR Timeline
Elios Financial Group Inc.	4,377	$698K	0.33%	-5	13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	4,362	$696K	0.04%	0	13F-HR Timeline
Hutchens & Kramer Investment Management…	4,320	$689K	0.37%	-122	13F-HR Timeline
Raleigh Capital Management Inc.	4,319	$689K	0.27%	-219	13F-HR Timeline
WARNER FINANCIAL, INC	4,313	$688K	0.3%	-107	13F-HR Timeline
RIK SAYLOR FINANCIAL, INC.	4,276	$682K	0.63%		13F-HR Timeline
United Capital Management of KS, Inc.	4,271	$681K	0.12%	-61	13F-HR Timeline
5T Wealth, LLC	4,251	$678K	0.37%		13F-HR Timeline
Integrated Capital Management, LLC	4,231	$675K	0.36%	-26,252	13F-HR Timeline
LexAurum Advisors, LLC	4,223	$674K	0.13%	-80	13F-HR Timeline
Arete Wealth Advisors, LLC	4,193	$670K	0.05%	+1,194	13F-HR Timeline
Horizon Wealth Management, LLC	4,199	$670K	0.12%	-84,318	13F-HR Timeline
Golden State Wealth Management, LLC	4,172	$666K	0.1%		13F-HR Timeline
Advance Capital Management, Inc.	4,137	$660K	0.03%	+254	13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	4,121	$657K	0.18%	+6	13F-HR Timeline
SIMON QUICK ADVISORS, LLC	4,112	$656K	0.04%	+1	13F-HR Timeline
Intrua Financial, LLC	4,101	$654K	0.11%	+1,664	13F-HR Timeline
Procyon Advisors, LLC	4,099	$654K	0.04%	0	13F-HR Timeline
Argyle Capital Partners, LLC	4,061	$648K	0.56%		13F-HR Timeline
DAGCO, INC.	4,056	$647K	0.21%	+1,285	13F-HR Timeline
GFS Advisors, LLC	4,035	$644K	0.1%	0	13F-HR Timeline
AMERIFLEX GROUP, INC.	4,007	$640K	0.29%		13F-HR Timeline
Root Financial Partners, LLC	4,004	$639K	0.08%	+55	13F-HR Timeline
Biondo Investment Advisors, LLC	4,000	$638K	0.09%	+590	13F-HR Timeline
Westover Capital Advisors, LLC	4,000	$638K	0.14%	0	13F-HR Timeline
Washington Trust Bank	3,993	$637K	0.06%	-95	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Modera Wealth Management, LLC	3,989	$636K	0.01%	-7	13F-HR Timeline
PRUDENT INVESTORS NETWORK, INC.	3,946	$629K	0.18%	+15	13F-HR Timeline
BARCLAYS PLCin group BARCLAYS PLC	3,905	$623K	<0.01%	-11,532	13F-HR/A Timeline Group
Valeo Financial Advisors, LLC	3,902	$622K	0.02%	+41	13F-HR Timeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…	5,717	$619K	<0.01%	-156	13F-HR Timeline Group
Family Manage LLC	3,860	$616K	0.1%	0	13F-HR Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…	3,835	$612K	0.01%	-128	13F-HR Timeline Group
Mill Creek Capital Advisors, LLC	3,827	$610K	0.01%	0	13F-HR Timeline
STRATEGY ASSET MANAGERS LLC	3,810	$608K	0.12%	-7	13F-HR Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC	3,790	$605K	<0.01%	+241	13F-HR Timeline Group
Hilltop Partners LLC	3,747	$598K	0.2%	-259	13F-HR Timeline
Quartz Partners, LLC	3,701	$590K	0.36%	-1,390	13F-HR Timeline
JARISLOWSKY, FRASER Ltd	3,700	$590K	<0.01%	+105	13F-HR Timeline
Schorn Wealth LLC	3,684	$588K	0.19%	0	13F-HR Timeline
Grant/GrossMendelsohn, LLC	3,644	$581K	0.3%	-4	13F-HR Timeline
Accelerate Investment Advisors LLC	3,643	$581K	0.51%	+570	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	3,624	$578K	0.02%	+1	13F-HR/A Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.	3,610	$576K	0.04%	+249	13F-HR Timeline Group
TFG Advisers LLC	3,603	$575K	0.21%	+11	13F-HR Timeline
Chesapeake Wealth Management	3,583	$572K	0.2%	-29	13F-HR Timeline
MV CAPITAL MANAGEMENT, INC.	3,554	$567K	0.06%	0	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	3,537	$564K	0.04%	0	13F-HR Timeline
Willis Johnson & Associates, Inc.	3,528	$563K	0.04%	-397	13F-HR Timeline
Dentgroup LLC	3,486	$556K	0.43%	+33	13F-HR Timeline
WT Wealth Management	3,460	$552K	0.17%	-55	13F-HR Timeline
Michels Family Financial, LLC	3,456	$551K	0.5%		13F-HR Timeline
Oxinas Partners, LLC	3,426	$547K	0.32%	+1	13F-HR Timeline
RVW Wealth, LLC	3,413	$544K	0.05%	new	13F-HR Timeline
ELCO Management Co., LLC	3,410	$544K	0.29%	+250	13F-HR Timeline
DRIVE WEALTH MANAGEMENT, LLC	3,389	$541K	0.13%	-159	13F-HR Timeline
Old North State Wealth Management, LLC	3,384	$541K	0.3%	-2	13F-HR Timeline
Fairvoy Private Wealth, LLC	3,363	$536K	0.14%		13F-HR Timeline
Litman Gregory Wealth Management LLC	3,346	$534K	0.05%	0	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	3,343	$533K	0.29%	+320	13F-HR Timeline
Moment Partners, LLC	3,339	$533K	0.1%		13F-HR Timeline
RDA Financial Network	3,325	$530K	0.15%	+720	13F-HR Timeline
Avantax Planning Partners, Inc.	3,292	$525K	0.02%	0	13F-HR Timeline
NAPLES GLOBAL ADVISORS, LLC	3,291	$525K	0.05%	0	13F-HR Timeline
Lantern Wealth Advisors, LLC	3,279	$523K	0.34%	new	13F-HR Timeline
Atlas Brown,Inc.	3,252	$519K	0.18%	+48	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	3,251	$519K	0.04%	-161	13F-HR Timeline
Ausdal Financial Partners, Inc.	3,242	$517K	0.04%	+884	13F-HR Timeline
Asset Dedication, LLC	3,200	$510K	0.04%	-13	13F-HR Timeline
Sensible Money, LLC	3,200	$510K	0.22%	0	13F-HR Timeline
WealthTrak Capital Management LLC	3,189	$509K	0.43%		13F-HR Timeline
Avantra Family Wealth, Inc.	3,166	$505K	0.47%		13F-HR Timeline
Columbia Bank	3,200	$501K	0.17%	0	13F-HR Timeline
Samalin Investment Counsel, LLC	3,134	$500K	0.21%	0	13F-HR Timeline
CORRECT CAPITAL WEALTH MANAGEMENT	3,131	$499K	0.1%	0	13F-HR Timeline
Rappaport Reiches Capital Management, L…	3,118	$497K	0.13%	+101	13F-HR Timeline
Atlatl Advisers LLC	3,117	$497K	0.29%		13F-HR Timeline
TBH Global Asset Management, LLC	3,092	$493K	0.12%	0	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	3,074	$490K	0.01%	+7	13F-HR Timeline
Aspire Private Capital, LLC	3,044	$486K	0.12%	-318	13F-HR Timeline
JT Stratford LLC	3,041	$485K	0.08%	+1,283	13F-HR Timeline
Antonelli Financial Advisors, LLC	3,040	$485K	0.41%		13F-HR Timeline
Sound Income Strategies, LLC	3,033	$484K	0.03%	+281	13F-HR Timeline
D L CARLSON INVESTMENT GROUP INC	3,023	$482K	0.09%	-43	13F-HR Timeline
CARDEROCK CAPITAL MANAGEMENT INC	3,000	$479K	0.12%	0	13F-HR Timeline
Semmax Financial Advisors Inc.	2,896	$478K	0.13%	+316	13F-HR Timeline
Vident Advisory, LLCin group Vident Advisory, LLC	2,979	$475K	0.01%	new	13F-HR Timeline Group
Accurate Wealth Management, LLC	3,007	$475K	0.09%	+113	13F-HR Timeline
Manchester Capital Management LLC	2,968	$473K	0.05%	-32	13F-HR Timeline
Next Level Private LLC	2,941	$469K	0.19%	+1	13F-HR Timeline
AXXCESS WEALTH MANAGEMENT, LLC	2,914	$465K	0.01%	-16	13F-HR Timeline
PACES FERRY WEALTH ADVISORS, LLC	2,890	$461K	0.22%	0	13F-HR Timeline
Vermillion & White Wealth Management Gr…	2,878	$459K	0.34%	+662	13F-HR Timeline
Verger Capital Management LLC	2,871	$458K	0.23%	+1	13F-HR Timeline
TD PRIVATE CLIENT WEALTH LLC	2,862	$457K	0.01%	-133	13F-HR Timeline
Main Street Financial Solutions, LLC	2,857	$456K	0.04%	+1	13F-HR Timeline
COLDSTREAM CAPITAL MANAGEMENT INC	2,850	$455K	0.01%	-188	13F-HR Timeline
PENOBSCOT WEALTH MANAGEMENT	2,848	$454K	0.21%	-130	13F-HR Timeline
Intrepid Financial Planning Group LLC	2,844	$454K	0.19%	-36	13F-HR Timeline
Peachtree Investment Partners, LLC	2,839	$453K	0.17%	+1	13F-HR Timeline
Crescent Grove Advisors, LLC	2,817	$449K	0.04%	0	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	2,812	$449K		0	Timeline Colonial Trust Co / SC: 1,966 (0.05%) 13F-HR Colonial Trust Advisors: 846 (0.01%) 13F-HR
Resurgent Financial Advisors LLC	2,809	$448K	0.26%	-3	13F-HR Timeline
Pinnacle Financial Partners Inc	2,805	$447K	0.01%	-235	13F-HR Timeline
Asset Management Group, Inc.	2,802	$447K	0.08%	0	13F-HR Timeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC	2,828	$446K	0.04%	-81	13F-HR Timeline Group
Associated Banc-Corpin group Associated Banc-Corp	2,794	$446K	0.01%	-856	13F-HR Timeline Group
Fisher Asset Management, LLC	2,769	$442K	<0.01%	+1,124	13F-HR Timeline
Ellevest, Inc.	2,763	$441K	0.03%	0	13F-HR Timeline
Chicago Partners Investment Group LLC	2,726	$439K	0.01%	+439	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	2,743	$438K	0.01%	0	13F-HR Timeline
Legacy Financial Advisors, Inc.	2,739	$437K	0.07%	0	13F-HR Timeline
PUFF WEALTH MANAGEMENT, LLC	2,726	$435K	0.76%		13F-HR Timeline
WESPAC Advisors SoCal, LLC	2,710	$432K	0.1%	0	13F-HR Timeline
Warm Springs Advisors Inc.	2,695	$430K	0.4%		13F-HR Timeline
Beaird Harris Wealth Management, LLC	2,665	$425K	0.04%	-23	13F-HR Timeline
PFG Advisors	2,653	$423K	0.03%	-203	13F-HR Timeline
Lifeworks Advisors, LLC	2,620	$418K	0.08%	+31	13F-HR Timeline
VestGen Investment Management	2,612	$417K	0.11%	-738	13F-HR Timeline
HT Partners LLC	2,612	$417K	0.14%	0	13F-HR Timeline
Center for Financial Planning, Inc.	2,606	$416K	0.06%	+506	13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	2,601	$415K	0.02%	-21	13F-HR Timeline
Granite Bay Wealth Management, LLC	2,579	$411K	0.15%	new	13F-HR Timeline
CVA Family Office, LLC	2,527	$403K	0.06%	-500	13F-HR Timeline
Betterment LLC	2,520	$402K	<0.01%	+199	13F-HR Timeline
SOA Wealth Advisors, LLC.	2,507	$400K	0.07%	-373	13F-HR/A Timeline
CAHABA WEALTH MANAGEMENT, INC.	2,503	$399K	0.03%	+18	13F-HR Timeline
Aveo Capital Partners, LLC	2,501	$399K	0.04%	+116	13F-HR Timeline
Blue Fin Capital, Inc.	2,500	$399K	0.07%	+24	13F-HR Timeline
Bensler, LLC	2,483	$396K	0.05%	0	13F-HR Timeline
Harbour Trust & Investment Management Co	2,472	$394K	0.04%	-22	13F-HR Timeline
STERLING INVESTMENT ADVISORS LLC /ADV	2,456	$392K	0.23%	-1,260	13F-HR Timeline
PUREfi Wealth, LLC	2,449	$391K	0.38%		13F-HR Timeline
TFB Advisors LLC	2,429	$387K	0.11%	+119	13F-HR Timeline
Accredited Investors Inc.	2,424	$387K	0.02%	0	13F-HR Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …	2,423	$387K	0.09%	-322	13F-HR Timeline Group
CIDEL ASSET MANAGEMENT INC	2,423	$387K	0.03%	-2	13F-HR Timeline
IMZ Advisory Inc	2,414	$385K	0.18%	+1	13F-HR Timeline
First City Capital Management, Inc.	2,400	$383K	0.2%	-200	13F-HR Timeline
Ranch Capital Advisors Inc.	2,400	$383K	0.18%	0	13F-HR Timeline
FWG Investments, LLC.	2,397	$382K	0.3%	+456	13F-HR Timeline
Semus Wealth Partners LLC	2,396	$382K	0.25%	+141	13F-HR Timeline
CEERA INVESTMENTS, LLC	2,395	$382K	0.13%	-300	13F-HR Timeline
Independence Bank of Kentucky	2,383	$380K	0.06%	+150	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	2,373	$378K	0.07%	+967	13F-HR Timeline Group
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…	2,373	$378K	0.07%	+1	13F-HR Timeline Group
PEDDOCK CAPITAL ADVISORS, LLC	2,368	$378K	0.09%	0	13F-HR Timeline
Transce3nd, LLC	2,344	$374K	0.13%		13F-HR Timeline
Tilson Financial Group, Inc.	2,336	$373K	0.15%	0	13F-HR Timeline
ALTFEST L J & CO INC	2,330	$372K	0.05%	0	13F-HR Timeline
Westfuller Advisors, LLC	2,325	$371K	0.24%	+1	13F-HR Timeline
Capital Market Strategies LLC	2,324	$371K	0.21%	0	13F-HR Timeline