IYW ISHARES TR

SHS (fund)

1,154 managers (1,167 13F filers) reported a position in IYW shares at 2025-06-30, 79,840,053 shares in all. 131 filers opened a position and 57 filers sold out during the quarter.

Managers: 1,154
13F filers: 1,167
New: 131
Added: 332
Reduced: 470
Sold out: 57
Shares held by filers: 79,840,053

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Mainstream Capital Management LLC	5,033	$872K	0.63%	-59	13F-HR Timeline
DAGCO, INC.	5,009	$868K	0.24%	-791	13F-HR Timeline
ROMAN BUTLER FULLERTON & CO	4,805	$865K	0.25%	+1	13F-HR Timeline
Choate Investment Advisors	4,950	$858K	0.02%	0	13F-HR Timeline
Symphony Financial Services, Inc.	4,946	$857K	0.51%	-3	13F-HR Timeline
Petix & Botte Co	4,923	$853K	0.21%	+2	13F-HR Timeline
Aurora Private Wealth, Inc.	4,903	$850K	0.63%	+1	13F-HR Timeline
Rede Wealth, LLC	4,868	$843K	0.3%	0	13F-HR Timeline
SIERRA SUMMIT ADVISORS LLC	4,812	$834K	0.15%	0	13F-HR Timeline
Occidental Asset Management, LLC	4,804	$832K	0.11%	-20	13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	4,789	$830K	0.21%	+706	13F-HR Timeline
Kingsview Wealth Management, LLC	4,771	$827K	0.01%	+1,061	13F-HR Timeline
Mosaic Advisors LLC	4,765	$826K	1.21%	+3,185	13F-HR Timeline
GPS Wealth Strategies Group, LLC	4,726	$819K	0.09%	+142	13F-HR Timeline
Ausdal Financial Partners, Inc.	4,696	$814K	0.05%	+994	13F-HR Timeline
BURNS J W & CO INC/NY	4,680	$811K	0.1%	-13	13F-HR Timeline
Affiance Financial, LLC	4,676	$810K	0.16%	0	13F-HR Timeline
Sequoia Financial Advisors, LLC	4,645	$805K	0.01%	+361	13F-HR Timeline
Cornerstone Wealth Group, LLC	4,606	$798K	0.06%	+101	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	4,581	$794K	0.02%	0	13F-HR Timeline
Beacon Financial Advisory LLC	4,558	$790K	0.2%	-1,022	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT LLC	4,532	$785K	0.14%	0	13F-HR Timeline
StoneX Group Inc.in group StoneX Group Inc.	4,510	$781K	0.04%	-1,275	13F-HR Timeline Group
SPINNAKER TRUST	4,503	$780K	0.05%	0	13F-HR Timeline
Lighthouse Financial LLC	4,500	$780K	0.6%	0	13F-HR Timeline
Orange Investment Advisors, Inc.	4,480	$776K	0.08%	-15	13F-HR Timeline
Financial Engines Advisors L.L.C.	4,471	$775K	<0.01%	new	13F-HR Timeline
ADAPT WEALTH ADVISORS, LLC	4,396	$762K	0.34%	0	13F-HR Timeline
WETZEL INVESTMENT ADVISORS, INC.	4,376	$758K	0.35%	-100	13F-HR Timeline
WARNER FINANCIAL, INC	4,313	$747K	0.31%	0	13F-HR Timeline
RIK SAYLOR FINANCIAL, INC.	4,277	$741K	0.57%	+1	13F-HR Timeline
Accelerate Investment Advisors LLC	4,246	$736K	0.55%	+312	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	4,207	$729K	0.28%	+438	13F-HR Timeline
Emergent Wealth Advisors, LLC	4,192	$726K	0.46%	-8	13F-HR Timeline
MARIPAU WEALTH MANAGEMENT LLC	4,167	$721K	0.36%	-739	13F-HR Timeline
Richmond Investment Services, LLC	4,143	$718K	0.15%	new	13F-HR Timeline
Advance Capital Management, Inc.	4,137	$717K	0.03%	0	13F-HR Timeline
United Capital Management of KS, Inc.	4,128	$715K	0.11%	-66	13F-HR Timeline
Investor's Fiduciary Advisor Network, L…	4,132	$715K	0.27%	-718	13F-HR Timeline
Root Financial Partners, LLC	4,116	$713K	0.07%	+166	13F-HR Timeline
SIMON QUICK ADVISORS, LLC	4,112	$713K	0.04%	-369	13F-HR/A Timeline
LexAurum Advisors, LLC	4,106	$711K	0.11%	-163	13F-HR Timeline
Kesler, Norman & Wride, LLC	4,101	$710K	0.13%	-1,487	13F-HR Timeline
TrueWealth Advisors, LLC	4,087	$708K	0.21%	-92	13F-HR Timeline
Valeo Financial Advisors, LLC	4,051	$702K	0.02%	+3	13F-HR/A Timeline
BLVD Private Wealth, LLC	4,005	$694K	0.65%		13F-HR Timeline
Dodds Wealth, LLC	4,001	$693K	0.19%	+1	13F-HR Timeline
Westover Capital Advisors, LLC	4,000	$693K	0.14%	0	13F-HR Timeline
Modera Wealth Management, LLC	3,966	$687K	0.01%	-46	13F-HR Timeline
JT Stratford LLC	3,928	$681K	0.1%	-535	13F-HR Timeline
Argyle Capital Partners, LLC	3,892	$674K	0.56%	-125	13F-HR Timeline
Family Manage LLC	3,860	$669K	0.1%	0	13F-HR Timeline
Mill Creek Capital Advisors, LLC	3,828	$663K	0.01%	+1	13F-HR Timeline
Biondo Investment Advisors, LLC	3,810	$660K	0.09%	+125	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	3,785	$656K	0.01%	+36	13F-HR Timeline
Brookwood Investment Group LLC	3,762	$652K	0.11%	-643	13F-HR Timeline
Willis Johnson & Associates, Inc.	3,759	$651K	0.04%	+83	13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	3,757	$651K	0.04%	-605	13F-HR Timeline
PRUDENT INVESTORS NETWORK, INC.	3,751	$650K	0.18%	0	13F-HR Timeline
Elios Financial Group Inc.	3,736	$647K	0.29%	-661	13F-HR Timeline
Hilltop Partners LLC	3,715	$644K	0.19%	-10	13F-HR Timeline
Schorn Wealth LLC	3,684	$638K	0.21%	0	13F-HR Timeline
Gerber Kawasaki Wealth & Investment Man…	3,678	$637K	0.02%	new	13F-HR Timeline
Comprehensive Financial Planning, Inc./…	3,635	$630K	0.5%	+2	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	3,627	$628K	0.02%	+2	13F-HR Timeline
GFS Advisors, LLC	3,604	$624K	0.09%	-431	13F-HR Timeline
SkyView Investment Advisors, LLC	3,611	$620K	0.09%	-5	13F-HR Timeline
Savvy Advisors, Inc.	3,557	$616K	0.04%	-682	13F-HR Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC	3,557	$616K	<0.01%	+60	13F-HR/A Timeline Group
Integrated Capital Management, LLC	3,413	$612K	0.29%	+507	13F-HR Timeline
TFG Advisers LLC	3,508	$608K	0.21%	-124	13F-HR Timeline
Beaird Harris Wealth Management, LLC	3,505	$607K	0.05%	+1,000	13F-HR Timeline
Washington Trust Bank	3,495	$606K	0.05%	-498	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
WT Wealth Management	3,476	$602K	0.18%	-5	13F-HR Timeline
Chesapeake Wealth Management	3,469	$601K	0.2%	-80	13F-HR Timeline
Presidio Capital Management, LLC	3,455	$599K	0.23%	-131	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	3,435	$595K	0.01%	+817	13F-HR Timeline Group
Oxinas Partners, LLC	3,435	$595K	0.31%	+2	13F-HR Timeline
OLD NATIONAL BANCORP /IN/	3,407	$590K	0.01%	new	13F-HR Timeline
CORRECT CAPITAL WEALTH MANAGEMENT	3,400	$589K	0.11%	+269	13F-HR Timeline
WealthTrak Capital Management LLC	3,382	$586K	0.49%	+61	13F-HR Timeline
STRATEGY ASSET MANAGERS LLC	3,379	$585K	0.11%	-431	13F-HR Timeline
XML Financial, LLC	3,352	$581K	0.05%	-14	13F-HR Timeline
Litman Gregory Wealth Management LLC	3,346	$580K	0.05%	0	13F-HR Timeline
EVERPAR ADVISORS LLC	3,342	$579K	0.26%	+987	13F-HR Timeline
Moment Partners, LLC	3,339	$579K	0.11%	0	13F-HR Timeline
NewEdge Wealth, LLC	3,152	$574K	0.01%	0	13F-HR Timeline
Intrua Financial, LLC	3,306	$573K	0.08%	-21	13F-HR Timeline
Old North State Wealth Management, LLC	3,293	$572K	0.3%	-62	13F-HR Timeline
Hutchens & Kramer Investment Management…	3,336	$572K	0.26%	-678	13F-HR Timeline
Avantax Planning Partners, Inc.	3,292	$570K	0.02%	0	13F-HR Timeline
BRADLEY FOSTER & SARGENT INC/CT	3,270	$567K	0.01%	-1,752	13F-HR Timeline
DIVERSIFIED TRUST CO	3,269	$566K	0.01%	-611	13F-HR Timeline
Two West Capital Advisors LLC	3,133	$564K	0.37%	+873	13F-HR Timeline
GWN SECURITIES INC.	3,212	$563K	0.1%	-8,835	13F-HR Timeline
Michels Family Financial, LLC	3,248	$563K	0.48%	-189	13F-HR Timeline
Columbia Bank	3,200	$560K	0.17%	0	13F-HR Timeline
Asset Dedication, LLC	3,213	$557K	0.04%	+13	13F-HR Timeline
Freedom Investment Management, Inc.	3,210	$556K	0.04%	+375	13F-HR Timeline
NAPLES GLOBAL ADVISORS, LLC	3,207	$556K	0.05%	0	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	3,206	$556K	0.01%	-107	13F-HR Timeline
RDA Financial Network	3,202	$555K	0.15%	-67	13F-HR Timeline
Sensible Money, LLC	3,200	$554K	0.21%	0	13F-HR Timeline
Raleigh Capital Management Inc.	3,181	$551K	0.23%	-1,085	13F-HR Timeline
Samalin Investment Counsel, LLC	3,147	$545K	0.21%	+170	13F-HR Timeline
Golden State Wealth Management, LLC	3,106	$538K	0.07%	-1,088	13F-HR Timeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.	3,103	$538K	<0.01%	new	13F-HR Timeline Group
Pinnacle Financial Partners Inc	3,069	$532K	0.01%	+264	13F-HR Timeline
Summit Trail Advisors, LLC	3,047	$528K	0.01%	new	13F-HR Timeline
TOBIAS FINANCIAL ADVISORS, INC.	3,032	$525K	0.09%	new	13F-HR Timeline
Antonelli Financial Advisors, LLC	3,031	$525K	0.38%	-7	13F-HR Timeline
Aspire Private Capital, LLC	3,006	$521K	0.12%	-230	13F-HR Timeline
Canal Capital Management, LLC	2,982	$517K	0.08%	new	13F-HR Timeline
Manchester Capital Management LLC	2,968	$514K	0.07%	0	13F-HR Timeline
Caliber Wealth Management, LLC / KS	2,963	$513K	0.06%	+807	13F-HR Timeline
Next Level Private LLC	2,944	$510K	0.17%	+2	13F-HR Timeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC	2,856	$506K	0.04%	+23	13F-HR Timeline Group
Fairvoy Private Wealth, LLC	2,914	$505K	0.13%	-395	13F-HR Timeline
PACES FERRY WEALTH ADVISORS, LLC	2,891	$501K	0.23%	+1	13F-HR Timeline
JARISLOWSKY, FRASER Ltd	2,885	$500K	<0.01%	-815	13F-HR Timeline
ABSOLUTE CAPITAL MANAGEMENT, LLC	2,876	$498K	0.25%	-4,180	13F-HR Timeline
CARDEROCK CAPITAL MANAGEMENT INC	2,875	$498K	0.13%	0	13F-HR Timeline
Verger Capital Management LLC	2,874	$498K	0.2%	+1	13F-HR Timeline
COLDSTREAM CAPITAL MANAGEMENT INC	2,869	$497K	0.01%	+139	13F-HR Timeline
Atlatl Advisers LLC	2,865	$496K	0.23%	-206	13F-HR Timeline
TUDOR INVESTMENT CORP ET AL	2,859	$495K	<0.01%	+462	13F-HR Timeline
Main Street Financial Solutions, LLC	2,851	$494K	0.04%	+1,394	13F-HR Timeline
Confluence Wealth Services, Inc.	2,841	$492K	0.03%	+9	13F-HR Timeline
Crescent Grove Advisors, LLC	2,817	$488K	0.05%	0	13F-HR Timeline
Asset Management Group, Inc.	2,802	$486K	0.08%	0	13F-HR Timeline
ALLSTATE CORPin group ALLSTATE CORP	2,800	$485K	0.03%	new	13F-HR Timeline Group
Bensler, LLC	2,774	$481K	0.05%	+1	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	2,766	$479K		0	Timeline Colonial Trust Co / SC: 1,920 (0.05%) 13F-HR Colonial Trust Advisors: 846 (0.01%) 13F-HR
D L CARLSON INVESTMENT GROUP INC	2,763	$479K	0.09%	-107	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	2,751	$477K	0.04%	-500	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	2,743	$475K	0.01%	0	13F-HR Timeline
Legacy Financial Advisors, Inc.	2,739	$475K	0.07%	0	13F-HR Timeline
Composition Wealth, LLC	2,734	$474K	0.01%	new	13F-HR Timeline
PUFF WEALTH MANAGEMENT, LLC	2,729	$473K	0.77%	+1	13F-HR Timeline
Yardley Wealth Management LLC	2,723	$472K	0.26%	-94	13F-HR Timeline
WESPAC Advisors SoCal, LLC	2,710	$470K	0.1%	0	13F-HR Timeline
MSH Capital Advisors LLC	2,696	$467K	0.13%	-109	13F-HR Timeline
Semmax Financial Advisors Inc.	2,539	$467K	0.12%	-489	13F-HR Timeline
Lifeworks Advisors, LLC	2,659	$461K	0.07%	-131	13F-HR Timeline
Dentgroup LLC	2,649	$459K	0.32%	-662	13F-HR Timeline
Fisher Asset Management, LLC	2,644	$458K	<0.01%	+718	13F-HR Timeline
Lion Street Advisors, LLC	2,643	$458K	0.14%	+232	13F-HR Timeline
HT Partners LLC	2,612	$453K	0.14%	0	13F-HR Timeline
Resurgent Financial Advisors LLC	2,606	$452K	0.25%	-283	13F-HR Timeline
SMITH, MOORE & CO.	2,600	$451K	0.04%	-8	13F-HR Timeline
AlphaCore Capital LLC	2,599	$450K	0.02%	+1,791	13F-HR Timeline
Warm Springs Advisors Inc.	2,599	$450K	0.39%	-113	13F-HR Timeline
Lantern Wealth Advisors, LLC	2,574	$446K	0.27%		13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	2,556	$443K	0.02%	0	13F-HR Timeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.	2,542	$440K	0.01%	+195	13F-HR Timeline Group
Atlas Brown,Inc.	2,536	$439K	0.14%	-14	13F-HR Timeline
Trexquant Investment LP	2,529	$438K	<0.01%	+926	13F-HR Timeline
CAHABA WEALTH MANAGEMENT, INC.	2,503	$434K	0.03%	0	13F-HR Timeline
Chicago Partners Investment Group LLC	2,426	$433K	0.01%	-172	13F-HR Timeline
Blue Fin Capital, Inc.	2,493	$432K	0.07%	-5	13F-HR Timeline
WORLD EQUITY GROUP, INC.	2,469	$428K	0.12%	-3,131	13F-HR Timeline
Strathmore Capital Advisors, Inc.	2,420	$427K	0.19%		13F-HR Timeline
ORG Partners LLC	2,469	$423K	0.09%	+1,686	13F-HR Timeline
Transce3nd, LLC	2,430	$421K	0.18%	-190	13F-HR Timeline
Accredited Investors Inc.	2,424	$420K	0.02%	0	13F-HR Timeline
Parkside Financial Bank & Trust	2,408	$417K	0.05%	+2,400	13F-HR Timeline
Ranch Capital Advisors Inc.	2,404	$417K	0.18%	+4	13F-HR Timeline
Harvest Investment Services, LLC	2,403	$416K	0.09%	+18	13F-HR Timeline
First City Capital Management, Inc.	2,400	$416K	0.24%	0	13F-HR Timeline
CIDEL ASSET MANAGEMENT INC	2,400	$416K	0.02%	0	13F-HR Timeline
CEERA INVESTMENTS, LLC	2,395	$415K	0.13%	0	13F-HR Timeline
Gryphon Financial Partners LLC	2,391	$414K	0.05%	+500	13F-HR Timeline
Powell Investment Advisors, LLC	2,384	$413K	0.15%	+306	13F-HR Timeline
Center for Financial Planning, Inc.	2,384	$413K	0.05%	0	13F-HR Timeline
TFB Advisors LLC	2,382	$413K	0.11%	-40	13F-HR Timeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…	2,373	$411K	<0.01%	0	13F-HR Timeline Group
SCS Capital Management LLC	2,370	$411K	<0.01%	-15	13F-HR Timeline
IMZ Advisory Inc	2,297	$410K	0.16%	+2	13F-HR Timeline
PEDDOCK CAPITAL ADVISORS, LLC	2,368	$410K	0.09%	0	13F-HR Timeline
BAILARD, INC.	2,356	$408K	0.01%	+600	13F-HR Timeline
PLANNING DIRECTIONS INC	2,355	$408K	0.23%	+101	13F-HR Timeline
Tilson Financial Group, Inc.	2,337	$405K	0.15%	0	13F-HR Timeline
HHM Wealth Advisors, LLC	2,332	$404K	0.05%	0	13F-HR Timeline
ALTFEST L J & CO INC	2,330	$404K	0.05%	0	13F-HR Timeline
Westfuller Advisors, LLC	2,327	$403K	0.23%	+1	13F-HR Timeline
STERLING INVESTMENT ADVISORS LLC /ADV	2,327	$403K	0.21%	-3	13F-HR Timeline
Capital Market Strategies LLC	2,324	$403K	0.28%	0	13F-HR Timeline
Ignite Planners, LLC	2,241	$401K	0.07%	-13	13F-HR/A Timeline
SIERRA OCEAN, LLC	2,305	$400K	0.29%	+55	13F-HR Timeline
Granite Bay Wealth Management, LLC	2,300	$399K	0.13%	-41	13F-HR Timeline
Harbour Trust & Investment Management Co	2,295	$398K	0.04%	-22	13F-HR Timeline
Associated Banc-Corpin group Associated Banc-Corp	2,291	$397K	0.01%	-503	13F-HR Timeline Group
GARRISON POINT ADVISORS, LLC	2,290	$397K	0.18%	0	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	2,290	$397K	0.03%	-505	13F-HR Timeline
Accurate Wealth Management, LLC	2,257	$397K	0.06%	-62	13F-HR Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …	2,269	$393K	0.08%		13F-HR Timeline Group
Weaver Consulting Group	2,269	$393K	0.11%	0	13F-HR Timeline
Blue Barn Wealth, LLC	2,251	$390K	0.18%	+1	13F-HR Timeline
VestGen Advisors, LLC	2,153	$390K	0.02%	-14,342	13F-HR Timeline
MARINO, STRAM & ASSOCIATES LLC	2,244	$389K	0.08%	+281	13F-HR Timeline