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Disclosery

IYW ISHARES TR

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SHS (fund)

1,091 managers (1,102 13F filers) reported a position in IYW shares at 2025-03-31, 82,173,716 shares in all. 58 filers opened a position and 93 filers sold out during the quarter.

Managers
1,091
13F filers
1,102
New
58
Added
426
Reduced
371
Sold out
93
Shares held by filers
82,173,716

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Mainstream Capital Management LLC5,092$715K0.57%+14713F-HRTimeline
OBSIDIAN CIO, LLC5,062$711K0.12%+3,59913F-HRTimeline
Arete Wealth Advisors, LLC5,045$708K0.05%+85213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT5,022$705K0.01%-5013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,008$703K0.12%+13213F-HRTimeline
Capital Investment Advisory Services, L…4,994$701K0.06%-53313F-HRTimeline
Choate Investment Advisors4,950$695K0.02%013F-HRTimeline
Symphony Financial Services, Inc.4,949$695K0.45%+18813F-HRTimeline
Petix & Botte Co4,921$691K0.18%+4813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,906$689K0.4%-66313F-HRTimeline
Aurora Private Wealth, Inc.4,902$688K0.55%-5,03613F-HR/ATimeline
Rede Wealth, LLC4,868$684K0.24%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,850$681K0.32%-60513F-HRTimeline
Occidental Asset Management, LLC4,824$677K0.1%-2513F-HRTimeline
SIERRA SUMMIT ADVISORS LLC4,812$676K0.15%013F-HRTimeline
Empower Advisory Group, LLC4,794$673K<0.01%-13113F-HRTimeline
Intrepid Financial Planning Group LLC4,759$668K0.31%+1,91513F-HRTimeline
BURNS J W & CO INC/NY4,693$659K0.09%-513F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,804$658K0.26%+213F-HRTimeline
SYNOVUS FINANCIAL CORP4,683$658K0.01%-10413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,678$657K0.01%+84313F-HRTimelineGroup
Affiance Financial, LLC4,676$657K0.15%-9113F-HRTimeline
Wealthstream Advisors, Inc.4,623$649K0.12%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,610$647K0.06%+2013F-HRTimeline
GPS Wealth Strategies Group, LLC4,584$644K0.09%+9613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,581$643K0.02%+9313F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC4,532$636K0.14%+6213F-HRTimeline
One Capital Management, LLC4,516$634K0.02%013F-HRTimeline
Cornerstone Wealth Group, LLC4,505$633K0.05%013F-HRTimeline
SPINNAKER TRUST4,503$632K0.04%013F-HRTimeline
Lighthouse Financial LLC4,500$632K0.55%-10013F-HRTimeline
Buck Wealth Strategies, LLC4,498$632K0.11%new13F-HRTimeline
Orange Investment Advisors, Inc.4,495$631K0.08%-14513F-HRTimeline
SIMON QUICK ADVISORS, LLC4,481$629K0.04%+36913F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.4,476$629K0.32%+6413F-HRTimeline
Kovack Advisors, Inc.4,466$627K0.07%-58313F-HRTimeline
JT Stratford LLC4,463$627K0.11%+1,42213F-HRTimeline
Brookwood Investment Group LLC4,405$619K0.11%13F-HRTimeline
Elios Financial Group Inc.4,397$618K0.3%+2013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC4,396$617K0.3%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,390$616K0.04%+78013F-HRTimelineGroup
MERITAGE PORTFOLIO MANAGEMENT4,362$613K0.04%013F-HRTimeline
WARNER FINANCIAL, INC4,313$606K0.27%013F-HRTimeline
Sequoia Financial Advisors, LLC4,284$602K<0.01%-39013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.4,276$601K0.53%013F-HRTimeline
LexAurum Advisors, LLC4,269$600K0.11%+4613F-HRTimeline
Raleigh Capital Management Inc.4,266$599K0.27%-5313F-HRTimeline
Savvy Advisors, Inc.4,239$595K0.06%+2,51913F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,238$595K0.04%new13F-HRTimeline
Planned Solutions, Inc.4,210$591K0.24%new13F-HRTimeline
Emergent Wealth Advisors, LLC4,200$590K0.43%-84313F-HRTimeline
Golden State Wealth Management, LLC4,194$589K0.09%+2213F-HR/ATimeline
United Capital Management of KS, Inc.4,194$589K0.12%-7713F-HRTimeline
TrueWealth Advisors, LLC4,179$587K0.19%-88213F-HRTimeline
Advance Capital Management, Inc.4,137$581K0.03%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC4,083$573K0.17%-3813F-HRTimeline
Cutter & CO Brokerage, Inc.4,080$573K0.14%-35913F-HRTimeline
5T Wealth, LLC4,063$571K0.32%-18813F-HRTimeline
Valeo Financial Advisors, LLC4,048$569K0.02%+14613F-HRTimeline
GFS Advisors, LLC4,035$567K0.11%013F-HRTimeline
Procyon Advisors, LLC4,035$567K0.03%-6413F-HRTimeline
Argyle Capital Partners, LLC4,017$564K0.48%-4413F-HRTimeline
Hutchens & Kramer Investment Management…4,014$564K0.31%-30613F-HRTimeline
Modera Wealth Management, LLC4,012$563K0.01%+2313F-HRTimeline
Westover Capital Advisors, LLC4,000$562K0.12%013F-HRTimeline
Dodds Wealth, LLC4,000$562K0.18%+2,31213F-HRTimeline
Washington Trust Bank3,993$561K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Advisor Resource Council3,999$560K0.05%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC3,983$559K0.4%+2,25313F-HRTimeline
Root Financial Partners, LLC3,950$555K0.06%-5413F-HRTimeline
Accelerate Investment Advisors LLC3,934$553K0.46%+29113F-HRTimeline
DIVERSIFIED TRUST CO3,880$545K0.01%-1,76113F-HRTimeline
Family Manage LLC3,860$542K0.09%013F-HRTimeline
RHS Financial, LLC3,848$540K0.3%-2,62713F-HRTimeline
Mill Creek Capital Advisors, LLC3,827$538K0.01%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,810$535K0.11%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,769$529K0.26%+42613F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.3,751$527K0.15%-19513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,749$527K0.01%-94713F-HRTimeline
Hilltop Partners LLC3,725$523K0.18%-2213F-HRTimeline
Kingsview Wealth Management, LLC3,710$521K0.01%+1,44713F-HRTimeline
Ausdal Financial Partners, Inc.3,702$520K0.04%+46013F-HRTimeline
JARISLOWSKY, FRASER Ltd3,700$520K<0.01%013F-HRTimeline
Biondo Investment Advisors, LLC3,685$518K0.07%-31513F-HRTimeline
Schorn Wealth LLC3,684$517K0.17%013F-HRTimeline
Willis Johnson & Associates, Inc.3,676$516K0.04%+14813F-HRTimeline
Comprehensive Financial Planning, Inc./…3,633$510K0.5%-1,91113F-HRTimeline
SAX WEALTH ADVISORS, LLC3,633$510K0.04%+9613F-HRTimeline
TFG Advisers LLC3,632$510K0.19%+2913F-HRTimeline
Grant/GrossMendelsohn, LLC3,588$510K0.28%-5613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,625$509K0.02%+113F-HR/ATimeline
SkyView Investment Advisors, LLC3,616$508K0.08%-2,81513F-HRTimeline
Safeguard Financial, LLC3,599$506K0.11%new13F-HRTimeline
Presidio Capital Management, LLC3,586$504K0.21%-1,68713F-HRTimeline
Chesapeake Wealth Management3,549$498K0.18%-3413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,497$491K<0.01%-29313F-HRTimelineGroup
WT Wealth Management3,481$489K0.16%+2113F-HRTimeline
Michels Family Financial, LLC3,437$483K0.44%-1913F-HRTimeline
Oxinas Partners, LLC3,433$482K0.28%+713F-HRTimeline
May Hill Capital, LLC3,373$474K0.18%new13F-HRTimeline
XML Financial, LLC3,366$473K0.04%-1,03013F-HRTimeline
Old North State Wealth Management, LLC3,355$472K0.26%-2913F-HRTimeline
Litman Gregory Wealth Management LLC3,346$470K0.04%013F-HRTimeline
Moment Partners, LLC3,339$469K0.09%013F-HRTimeline
Intrua Financial, LLC3,327$467K0.07%-77413F-HRTimeline
WealthTrak Capital Management LLC3,321$466K0.4%+13213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,313$465K0.01%+23913F-HRTimeline
Dentgroup LLC3,311$465K0.35%-17513F-HRTimeline
Fairvoy Private Wealth, LLC3,309$465K0.13%-5413F-HRTimeline
Avantax Planning Partners, Inc.3,292$462K0.02%013F-HRTimeline
RDA Financial Network3,269$459K0.14%-5613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,251$457K0.04%013F-HRTimeline
Aspire Private Capital, LLC3,236$454K0.11%+19213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,207$450K0.04%-8413F-HRTimeline
Horizon Wealth Management, LLC3,202$450K0.08%-99713F-HRTimeline
Asset Dedication, LLC3,200$449K0.04%013F-HRTimeline
Sensible Money, LLC3,200$449K0.19%013F-HRTimeline
Columbia Bank3,200$449K0.16%013F-HRTimeline
Semmax Financial Advisors Inc.3,028$449K0.12%+13213F-HRTimeline
NewEdge Wealth, LLC3,152$443K0.01%new13F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT3,131$440K0.09%013F-HRTimeline
Atlatl Advisers LLC3,071$431K0.28%-4613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,066$431K0.01%+20413F-HRTimeline
Antonelli Financial Advisors, LLC3,038$427K0.34%-213F-HRTimeline
Samalin Investment Counsel, LLC2,977$418K0.17%-15713F-HRTimeline
Manchester Capital Management LLC2,968$417K0.05%013F-HRTimeline
Next Level Private LLC2,942$413K0.15%+113F-HRTimeline
Summit Financial, LLC2,909$409K0.01%+1,33013F-HRTimeline
Integrated Capital Management, LLC2,906$408K0.22%-1,32513F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC2,890$406K0.2%013F-HRTimeline
Resurgent Financial Advisors LLC2,889$406K0.24%+8013F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC2,875$404K0.11%-12513F-HRTimeline
Verger Capital Management LLC2,873$403K0.18%+213F-HRTimeline
D L CARLSON INVESTMENT GROUP INC2,870$403K0.08%-15313F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,849$400K0.17%+113F-HRTimeline
Freedom Investment Management, Inc.2,835$398K0.03%+1,48613F-HRTimeline
Yardley Wealth Management LLC2,817$396K0.23%-8,45113F-HRTimeline
Crescent Grove Advisors, LLC2,817$396K0.04%013F-HRTimeline
MSH Capital Advisors LLC2,805$394K0.12%+60913F-HRTimeline
Pinnacle Financial Partners Inc2,805$394K0.01%013F-HRTimeline
Rappaport Reiches Capital Management, L…2,805$394K0.1%-31313F-HRTimeline
Asset Management Group, Inc.2,802$394K0.07%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,795$392K0.03%+99013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp2,794$392K0.01%013F-HRTimelineGroup
Lifeworks Advisors, LLC2,790$392K0.07%+17013F-HRTimeline
Bensler, LLC2,773$389K0.05%+29013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,766$388K-46Timeline
Sound Income Strategies, LLC2,754$387K0.02%-27913F-HRTimeline
3Chopt Investment Partners, LLC2,746$386K0.1%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,743$385K0.01%013F-HRTimeline
Legacy Financial Advisors, Inc.2,739$385K0.06%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,730$383K0.01%-12013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC2,728$383K0.68%+213F-HRTimeline
Confluence Wealth Services, Inc.2,832$382K0.02%+63013F-HRTimeline
Chicago Partners Investment Group LLC2,598$381K0.01%-12813F-HRTimeline
Warm Springs Advisors Inc.2,712$381K0.38%+1713F-HRTimeline
WESPAC Advisors SoCal, LLC2,710$381K0.1%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,683$377K0.01%+31013F-HRTimelineGroup
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC2,833$376K0.04%+513F-HRTimelineGroup
PUREfi Wealth, LLC2,668$375K0.37%+21913F-HRTimeline
Transce3nd, LLC2,620$368K0.16%+27613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,618$368K0.01%+1,31913F-HRTimelineGroup
HT Partners LLC2,612$367K0.13%013F-HRTimeline
SMITH, MOORE & CO.2,608$366K0.03%+49813F-HRTimeline
Peachtree Investment Partners, LLC2,590$364K0.14%-24913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,556$359K0.02%-4513F-HRTimeline
Atlas Brown,Inc.2,550$358K0.13%-70213F-HRTimeline
Semus Wealth Partners LLC2,520$354K0.25%+12413F-HRTimeline
Beaird Harris Wealth Management, LLC2,505$352K0.03%-16013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,503$352K0.03%013F-HRTimeline
Blue Fin Capital, Inc.2,498$351K0.07%-213F-HRTimeline
Betterment LLC2,488$349K<0.01%-3213F-HRTimeline
CENTRAL BANK & TRUST CO2,424$340K0.06%new13F-HRTimeline
Accredited Investors Inc.2,424$340K0.02%013F-HRTimeline
TFB Advisors LLC2,422$340K0.1%-713F-HRTimeline
Lion Street Advisors, LLC2,411$339K0.11%+29113F-HRTimeline
PFG Advisors2,403$337K0.02%-25013F-HRTimeline
First City Capital Management, Inc.2,400$337K0.2%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,400$337K0.02%-2313F-HRTimeline
Ranch Capital Advisors Inc.2,400$337K0.16%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL2,397$337K<0.01%+68013F-HRTimeline
CEERA INVESTMENTS, LLC2,395$336K0.12%013F-HRTimeline
SCS Capital Management LLC2,385$335K<0.01%new13F-HR/ATimeline
Harvest Investment Services, LLC2,385$335K0.09%+66313F-HRTimeline
Center for Financial Planning, Inc.2,384$335K0.04%-22213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,383$335K0.07%13F-HRTimelineGroup
PEDDOCK CAPITAL ADVISORS, LLC2,368$333K0.08%013F-HRTimeline
EVERPAR ADVISORS LLC2,355$331K0.18%+41513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,347$330K0.01%+28113F-HRTimelineGroup
Granite Bay Wealth Management, LLC2,341$329K0.11%-23813F-HRTimeline
Ignite Planners, LLC2,254$329K0.06%+113F-HRTimeline
Tilson Financial Group, Inc.2,337$328K0.13%+113F-HRTimeline
HHM Wealth Advisors, LLC2,332$328K0.04%+913F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV2,330$327K0.18%-12613F-HRTimeline
ALTFEST L J & CO INC2,330$327K0.04%013F-HRTimeline
Westfuller Advisors, LLC2,326$327K0.22%+113F-HRTimeline
Capital Market Strategies LLC2,324$326K0.22%013F-HRTimeline
Harbour Trust & Investment Management Co2,317$325K0.04%-15513F-HRTimeline
Independence Bank of Kentucky2,306$324K0.05%-7713F-HRTimeline
IMZ Advisory Inc2,295$322K0.15%-11913F-HRTimeline