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Disclosery

IYW ISHARES TR

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SHS (fund)

1,187 managers (1,199 13F filers) reported a position in IYW shares at 2025-09-30, 60,540,573 shares in all. 112 filers opened a position and 76 filers sold out during the quarter.

Managers
1,187
13F filers
1,199
New
112
Added
294
Reduced
502
Sold out
76
Shares held by filers
60,540,573

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Emergent Wealth Advisors, LLC4,180$819K0.47%-1213F-HRTimeline
Advance Capital Management, Inc.4,137$810K0.04%013F-HRTimeline
Asset Dedication, LLC4,120$807K0.05%+90713F-HRTimeline
Cannon Advisors, Inc.4,000$800K0.54%new13F-HRTimeline
Financial Advocates Investment Manageme…4,084$800K0.45%-6,69913F-HRTimeline
Gen-Wealth Partners Inc4,063$796K0.27%-12,94113F-HRTimeline
Root Financial Partners, LLC4,017$787K0.05%-9913F-HRTimeline
Valeo Financial Advisors, LLC4,000$784K0.02%-5113F-HRTimeline
Westover Capital Advisors, LLC4,000$783K0.14%013F-HRTimeline
LexAurum Advisors, LLC3,989$781K0.11%-11713F-HRTimeline
Dodds Wealth, LLC3,977$779K0.19%-2413F-HRTimeline
United Capital Management of KS, Inc.3,950$774K0.11%-17813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,902$764K0.05%-1,36213F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.3,899$764K0.33%-47713F-HRTimeline
PUREfi Wealth, LLC3,892$762K0.59%-1,25513F-HRTimeline
FPC INVESTMENT ADVISORY, INC.3,890$762K0.46%-1,68113F-HRTimeline
Retirement Planning Group, LLC3,872$758K0.03%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,865$757K0.05%-2,89013F-HRTimeline
Hoxton Planning & Management, LLC3,861$756K0.24%-7,33613F-HRTimeline
Family Manage LLC3,860$756K0.1%013F-HRTimeline
WT Wealth Management3,846$753K0.22%+37013F-HRTimeline
Mill Creek Capital Advisors, LLC3,828$750K0.02%013F-HRTimeline
BLVD Private Wealth, LLC3,800$744K0.64%-20513F-HRTimeline
WOLVERINE TRADING, LLC3,781$737K0.01%new13F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT3,757$736K0.05%013F-HRTimeline
Qube Research & Technologies Ltd3,756$736K<0.01%+3,69613F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.3,751$735K0.18%013F-HRTimeline
Ausdal Financial Partners, Inc.3,729$730K0.04%-96713F-HRTimeline
Hilltop Partners LLC3,715$728K0.22%013F-HRTimeline
Empowered Funds, LLC3,700$725K0.01%new13F-HRTimeline
Schorn Wealth LLC3,684$722K0.22%013F-HRTimeline
TrueWealth Advisors, LLC3,681$721K0.2%-40613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,627$710K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,619$709K0.03%-1,96913F-HRTimelineGroup
Presidio Capital Management, LLC3,610$707K0.25%+15513F-HRTimeline
SkyView Investment Advisors, LLC3,606$706K0.09%-513F-HRTimeline
Willis Johnson & Associates, Inc.3,604$706K0.04%-15513F-HRTimeline
Edgemoor Investment Advisors, Inc.3,600$705K0.05%new13F-HRTimeline
GFS Advisors, LLC3,593$704K0.09%-1113F-HRTimeline
Astoria Portfolio Advisors LLC.3,469$697K0.18%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,557$697K<0.01%013F-HRTimelineGroup
Old North State Wealth Management, LLC3,506$688K0.32%+21313F-HRTimeline
RCS Financial Planning, LLC3,456$677K0.3%-4,86713F-HRTimeline
Oxinas Partners, LLC3,436$673K0.36%+113F-HRTimeline
Summit Trail Advisors, LLC3,432$672K0.01%+38513F-HRTimeline
Chesapeake Wealth Management3,419$670K0.2%-5013F-HRTimeline
OLD NATIONAL BANCORP /IN/3,413$668K0.01%+613F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT3,400$666K0.12%013F-HRTimeline
MMA ASSET MANAGEMENT LLC3,360$658K0.22%+1,68013F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,355$657K0.12%-2413F-HRTimeline
XML Financial, LLC3,352$657K0.05%013F-HRTimeline
Litman Gregory Wealth Management LLC3,346$655K0.05%013F-HRTimeline
Moment Partners, LLC3,339$654K0.12%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,330$652K<0.01%+2,23613F-HRTimelineGroup
Savvy Advisors, Inc.3,323$651K0.03%-23413F-HRTimeline
Intrua Financial, LLC3,311$648K0.08%+513F-HRTimeline
Avantax Planning Partners, Inc.3,296$646K0.02%+413F-HRTimeline
DIVERSIFIED TRUST CO3,269$640K0.01%013F-HRTimeline
TBH Global Asset Management, LLC3,250$637K0.12%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,250$637K0.01%-2013F-HRTimeline
Brookwood Investment Group LLC3,249$636K0.08%-51313F-HRTimeline
Columbia Bank3,200$629K0.18%013F-HRTimeline
Sensible Money, LLC3,200$627K0.21%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,195$626K0.02%-48313F-HRTimeline
Trek Financial, LLC3,155$618K0.04%-28,93113F-HRTimeline
NewEdge Wealth, LLC3,016$616K0.01%-13613F-HRTimeline
Integrated Capital Management, LLC2,967$615K0.27%-44613F-HRTimeline
GWN SECURITIES INC.3,041$603K0.14%-17113F-HRTimeline
Pinnacle Financial Partners Inc3,069$601K0.01%013F-HRTimeline
Samalin Investment Counsel, LLC3,057$599K0.21%-9013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,044$596K0.01%+50213F-HRTimelineGroup
Fiduciary Group, LLC3,044$596K0.05%+1,82013F-HRTimeline
Michels Family Financial, LLC3,039$595K0.46%-20913F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,032$594K0.09%013F-HRTimeline
Antonelli Financial Advisors, LLC3,021$592K0.4%-1013F-HRTimeline
Dentgroup LLC3,017$591K0.38%+36813F-HRTimeline
Vise Technologies, Inc.3,013$590K0.02%new13F-HRTimeline
Quantbot Technologies LP3,000$588K0.02%new13F-HRTimeline
Next Level Private LLC2,945$587K0.17%+113F-HRTimeline
SteelPeak Wealth, LLC2,997$587K0.02%-57,70113F-HRTimeline
Horizon Wealth Management, LLC2,987$585K0.09%-85,84713F-HRTimeline
Canal Capital Management, LLC2,982$584K0.09%013F-HRTimeline
Trexquant Investment LP2,980$584K0.01%+45113F-HRTimeline
Manchester Capital Management LLC2,968$581K0.08%013F-HRTimeline
Richmond Investment Services, LLC2,896$567K0.11%-1,24713F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC2,891$566K0.24%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,890$566K0.01%-31613F-HRTimeline
JARISLOWSKY, FRASER Ltd2,885$565K<0.01%013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC2,856$565K0.04%013F-HRTimelineGroup
Fairvoy Private Wealth, LLC2,876$563K0.13%-3813F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC2,875$563K0.14%013F-HRTimeline
Confluence Wealth Services, Inc.2,828$554K0.03%-1313F-HRTimeline
Asset Management Group, Inc.2,802$549K0.09%013F-HRTimeline
One Capital Management, LLC2,801$549K0.02%+97713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,801$549K0.13%-1,98813F-HRTimeline
Main Street Financial Solutions, LLC2,801$549K0.04%-5013F-HRTimeline
Harvest Investment Services, LLC2,795$547K0.11%+39213F-HRTimeline
Washington Trust Bank2,793$547K0.04%-70213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bensler, LLC2,775$543K0.06%+113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,766$542K0Timeline
SMITH, MOORE & CO.2,750$539K0.04%+15013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,743$537K0.01%013F-HRTimeline
Worth Asset Management, LLC2,743$537K0.24%+1,23513F-HRTimeline
Legacy Financial Advisors, Inc.2,739$536K0.07%013F-HRTimeline
Golden State Wealth Management, LLC2,723$533K0.06%-38313F-HRTimeline
Yardley Wealth Management LLC2,723$533K0.3%013F-HRTimeline
WESPAC Advisors SoCal, LLC2,710$531K0.11%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,701$529K0.04%-5013F-HRTimeline
PFG Advisors2,680$525K0.02%new13F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC2,630$515K0.78%-9913F-HRTimeline
HT Partners LLC2,612$512K0.16%013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC2,600$509K0.09%-16313F-HRTimeline
Warm Springs Advisors Inc.2,599$509K0.39%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,594$508K0.02%+3813F-HRTimeline
Chicago Partners Investment Group LLC2,427$508K0.01%+113F-HRTimeline
AlphaCore Capital LLC2,566$503K0.02%-3313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,565$502K0.04%-9,95613F-HRTimeline
Acorn Wealth Advisors, LLC2,558$501K0.16%+59713F-HRTimeline
Fisher Asset Management, LLC2,542$498K<0.01%-10213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,527$495K0.02%+51113F-HRTimelineGroup
Facet Wealth, Inc.2,519$493K0.01%+80013F-HRTimeline
Beaird Harris Wealth Management, LLC2,505$491K0.03%-1,00013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,503$490K0.04%013F-HRTimeline
Optivise Advisory Services LLC2,503$490K0.29%-2,72513F-HRTimeline
Blue Fin Capital, Inc.2,493$488K0.08%013F-HRTimeline
PLANNING DIRECTIONS INC2,488$487K0.25%+13313F-HRTimeline
Avalon Trust Co2,486$487K0.03%new13F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT2,470$484K0.23%13F-HRTimeline
Verger Capital Management LLC2,443$478K0.16%-43113F-HRTimeline
Accredited Investors Inc.2,424$475K0.03%013F-HRTimeline
Parkside Financial Bank & Trust2,408$472K0.04%013F-HRTimeline
True Vision MN LLC2,401$470K0.25%-15,88313F-HRTimeline
First City Capital Management, Inc.2,400$470K0.25%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,400$470K0.03%013F-HRTimeline
Ranch Capital Advisors Inc.2,400$470K0.18%-413F-HRTimeline
SUTTON PLACE INVESTORS LLC2,400$470K0.27%-3,66213F-HRTimeline
TFB Advisors LLC2,409$469K0.14%+2713F-HRTimeline
Gryphon Financial Partners LLC2,391$468K0.05%013F-HRTimeline
Powell Investment Advisors, LLC2,385$467K0.16%+113F-HRTimeline
Center for Financial Planning, Inc.2,384$467K0.05%013F-HRTimeline
Clark Capital Management Group, Inc.2,380$466K<0.01%+26113F-HRTimeline
SCS Capital Management LLC2,370$464K0.01%013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC2,368$464K0.1%013F-HRTimeline
WEALTHGARDEN F.S. LLC2,320$463K0.33%-4,88613F-HRTimeline
BAILARD, INC.2,356$461K0.01%013F-HRTimeline
Tilson Financial Group, Inc.2,354$461K0.15%+1713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,349$460K0.03%+25613F-HRTimeline
Strathmore Capital Advisors, Inc.2,345$459K0.19%-7513F-HRTimeline
Atlas Brown,Inc.2,343$459K0.14%-19313F-HRTimeline
ALTFEST L J & CO INC2,330$456K0.05%013F-HRTimeline
Westfuller Advisors, LLC2,328$456K0.21%+113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,303$451K0.03%+1313F-HRTimeline
ELCO Management Co., LLC2,300$450K0.23%+70013F-HRTimeline
Well Done, LLC2,298$450K0.08%new13F-HRTimeline
IMZ Advisory Inc2,297$450K0.17%013F-HRTimeline
Independence Bank of Kentucky2,296$450K0.06%+15013F-HRTimeline
Buttonwood Financial Group, LLC2,271$449K0.19%-94,52813F-HRTimeline
GARRISON POINT ADVISORS, LLC2,290$449K0.19%013F-HRTimeline
GAMMA Investing LLC2,280$447K0.02%+18313F-HRTimeline
Crescent Grove Advisors, LLC2,272$445K0.04%-54513F-HRTimeline
Beacon Financial Advisory LLC2,272$445K0.1%-2,28613F-HRTimeline
Weaver Consulting Group2,269$444K0.11%013F-HRTimeline
Blue Barn Wealth, LLC2,252$441K0.19%+113F-HRTimeline
Harbour Trust & Investment Management Co2,251$441K0.05%-4413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,244$440K0.08%013F-HRTimeline
Ignite Planners, LLC2,240$439K0.07%-113F-HRTimeline
New Insight Wealth Advisors2,237$438K0.16%013F-HRTimeline
5T Wealth, LLC2,223$435K0.19%-4,24513F-HRTimeline
Cornerstone Planning Group LLC2,086$434K0.07%+1,59313F-HRTimeline
Silicon Valley Capital Partners2,205$432K0.04%013F-HRTimeline
Baker Avenue Asset Management, LP2,203$431K0.01%-313F-HRTimeline
Advisors Capital Management, LLC2,200$431K0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.2,200$431K0.03%013F-HRTimeline
WealthTrak Capital Management LLC2,197$430K0.35%-1,18513F-HRTimeline
Sound Income Strategies, LLC2,144$430K0.02%+16513F-HRTimeline
CEERA INVESTMENTS, LLC2,180$427K0.13%-21513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp2,174$426K0.01%-11713F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.2,166$424K0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,147$421K0.09%-6013F-HRTimeline
Atlantic Edge Private Wealth Management…2,140$419K0.11%013F-HRTimeline
Garde Capital, Inc.2,136$418K0.02%013F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV2,115$414K0.21%-21213F-HRTimeline
Accelerate Investment Advisors LLC2,113$414K0.28%-2,13313F-HRTimeline
Edgestream Partners, L.P.2,102$412K0.01%new13F-HRTimeline
Accurate Wealth Management, LLC2,113$411K0.05%-14413F-HRTimeline
One Charles Private Wealth Services, LLC2,100$411K0.11%-5313F-HRTimeline
Simplicity Wealth,LLC2,094$410K0.02%-21,75013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.2,091$407K<0.01%new13F-HRTimeline
Americana Partners, LLC2,049$401K0.01%+1613F-HRTimeline
Summit Financial Wealth Advisors, LLC2,033$401K0.06%013F-HRTimeline
Jacobi Capital Management LLC2,044$400K0.02%013F-HRTimeline
Caliber Wealth Management, LLC / KS2,042$400K0.04%-92113F-HRTimeline
Circle Wealth Management, LLC2,033$398K0.01%+40013F-HRTimeline
SIERRA OCEAN, LLC2,011$394K0.33%-29413F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA2,000$392K0.02%013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.2,000$392K0.04%013F-HRTimeline
Cambridge Advisors Inc.2,000$392K0.08%013F-HRTimeline
Widmann Financial Services, Inc.2,000$392K0.25%013F-HRTimeline
Argentarii, LLC2,000$392K0.16%013F-HRTimeline
Rialto Wealth Management, LLC2,000$392K0.1%013F-HRTimeline