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Disclosery

IYW ISHARES TR

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SHS (fund)

1,239 managers (1,254 13F filers) reported a position in IYW shares at 2025-12-31, 58,977,288 shares in all. 68 filers opened a position and 81 filers sold out during the quarter.

Managers
1,239
13F filers
1,254
New
68
Added
303
Reduced
504
Sold out
81
Shares held by filers
58,977,288

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Westover Capital Advisors, LLC4,000$799K0.15%013F-HRTimeline
PUREfi Wealth, LLC3,985$796K0.61%+9313F-HRTimeline
Valeo Financial Advisors, LLC3,977$794K0.02%-2313F-HRTimeline
Cannon Advisors, Inc.3,980$793K0.56%-2013F-HRTimeline
Modera Wealth Management, LLC3,970$793K0.01%-23213F-HRTimeline
Dodds Wealth, LLC3,964$792K0.19%-1313F-HRTimeline
Ausdal Financial Partners, Inc.3,917$782K0.04%+18813F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.3,906$780K0.32%+713F-HRTimeline
Argyle Capital Partners, LLC3,903$779K0.57%-74913F-HRTimeline
Lantz Financial LLC3,870$773K0.16%-1,05713F-HRTimeline
Hoxton Planning & Management, LLC3,861$771K0.23%013F-HRTimeline
Family Manage LLC3,860$771K0.1%013F-HRTimeline
Mill Creek Capital Advisors, LLC3,828$764K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,824$764K0.04%-5,27813F-HRTimeline
Bison Wealth, LLC4,115$759K0.09%-4,40213F-HRTimeline
BLVD Private Wealth, LLC3,800$759K0.66%013F-HRTimeline
United Capital Management of KS, Inc.3,785$756K0.11%-16513F-HR/ATimeline
Amicus Financial Advisors, LLC3,780$755K0.21%13F-HRTimeline
Presidio Capital Management, LLC3,776$754K0.23%+16613F-HRTimeline
Old North State Wealth Management, LLC3,762$753K0.35%+25613F-HRTimeline
Astoria Portfolio Advisors LLC.3,957$751K0.17%+48813F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT3,757$750K0.05%013F-HRTimeline
PFG Advisors3,751$749K0.04%+1,07113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,740$747K0.01%-78413F-HRTimelineGroup
PRUDENT INVESTORS NETWORK, INC.3,736$746K0.17%-1513F-HRTimeline
Hilltop Partners LLC3,715$742K0.19%013F-HRTimeline
Schorn Wealth LLC3,684$736K0.22%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,680$735K0.01%-3,10313F-HRTimelineGroup
TrueWealth Advisors, LLC3,655$730K0.19%-2613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,628$724K0.02%+113F-HRTimeline
SkyView Investment Advisors, LLC3,606$720K0.09%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,601$719K0.03%-1813F-HRTimelineGroup
ASL Financial, LLC3,596$718K0.56%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,573$714K0.01%-22,62613F-HRTimelineGroup
Urban Wealth Management, LLC3,570$713K0.66%13F-HRTimeline
Vision Retirement, LLC3,566$712K0.19%13F-HRTimeline
Willis Johnson & Associates, Inc.3,535$706K0.04%-6913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,504$700K0.05%-39813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,498$699K0.2%-8,55813F-HRTimeline
FPC INVESTMENT ADVISORY, INC.3,483$695K0.38%-40713F-HRTimeline
Oxinas Partners, LLC3,437$686K0.33%+113F-HRTimeline
Summit Trail Advisors, LLC3,430$685K0.01%-213F-HRTimeline
RCS Financial Planning, LLC3,414$682K0.29%-4213F-HRTimeline
Chesapeake Wealth Management3,404$680K0.2%-1513F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT3,400$679K0.13%013F-HRTimeline
XML Financial, LLC3,394$678K0.06%+4213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,356$670K<0.01%-20113F-HRTimelineGroup
Litman Gregory Wealth Management LLC3,346$668K0.05%013F-HRTimeline
Moment Partners, LLC3,339$667K0.14%013F-HRTimeline
Clark Capital Management Group, Inc.3,334$666K<0.01%+95413F-HRTimeline
OLD NATIONAL BANCORP /IN/3,307$660K0.01%-10613F-HRTimeline
Intrua Financial, LLC3,300$659K0.07%-1113F-HRTimeline
Avantax Planning Partners, Inc.3,296$658K0.02%013F-HRTimeline
DIVERSIFIED TRUST CO3,269$653K0.01%013F-HRTimeline
Madrid Wealth Management, LLC3,267$652K0.53%13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,250$649K0.01%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,230$645K0.02%+3513F-HRTimeline
Harvest Investment Services, LLC3,223$644K0.12%+42813F-HRTimeline
Emergent Wealth Advisors, LLC3,208$641K0.36%-97213F-HRTimeline
Aspen Investment Management Inc3,200$639K0.19%new13F-HRTimeline
Sensible Money, LLC3,200$639K0.2%013F-HRTimeline
Columbia Bank3,200$639K0.18%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,199$639K0.05%-1,28913F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE3,188$637K0.05%+1,38513F-HRTimeline
Advyzon Investment Management, LLC3,184$636K0.07%+1,40813F-HRTimeline
Qube Research & Technologies Ltd3,160$631K<0.01%-59613F-HRTimeline
Samalin Investment Counsel, LLC3,059$611K0.22%+213F-HRTimeline
Fiduciary Group, LLC3,044$608K0.05%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,034$607K<0.01%+1,84013F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.3,032$605K0.09%013F-HRTimeline
Antonelli Financial Advisors, LLC3,021$603K0.4%013F-HRTimeline
Dentgroup LLC3,005$600K0.41%-1213F-HRTimeline
NewEdge Wealth, LLC2,996$598K0.01%-2013F-HRTimeline
Michels Family Financial, LLC2,992$597K0.44%-4713F-HRTimeline
Canal Capital Management, LLC2,983$596K0.08%+113F-HRTimeline
Manchester Capital Management LLC2,968$593K0.08%013F-HRTimeline
Integrated Capital Management, LLC2,961$591K0.25%-613F-HRTimeline
Next Level Private LLC2,946$588K0.15%+113F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC2,893$586K0.04%+3713F-HRTimelineGroup
PACES FERRY WEALTH ADVISORS, LLC2,891$577K0.23%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,890$577K0.01%013F-HRTimeline
Savvy Advisors, Inc.2,888$577K0.02%-43513F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC2,875$574K0.14%013F-HRTimeline
OMNI 360 Wealth, Inc.2,876$573K0.29%-3,11213F-HRTimeline
WORLD EQUITY GROUP, INC.2,852$570K0.16%new13F-HRTimeline
Traveka Wealth, LLC2,820$563K0.23%+1,33713F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,809$561K0.09%-54613F-HRTimeline
One Capital Management, LLC2,801$559K0.02%013F-HRTimeline
Washington Trust Bank2,793$558K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bensler, LLC2,770$553K0.06%-513F-HRTimeline
Asset Management Group, Inc.2,770$553K0.09%-3213F-HRTimeline
Main Street Financial Solutions, LLC2,766$552K0.04%-3513F-HRTimeline
SMITH, MOORE & CO.2,750$549K0.04%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,749$549K0.1%+2,33713F-HRTimeline
Legacy Financial Advisors, Inc.2,739$547K0.08%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,738$547K-28Timeline
Robertson Stephens Wealth Management, L…2,735$546K0.02%+76313F-HRTimeline
Asset Advisory Group, Inc.2,713$542K0.27%13F-HRTimeline
WESPAC Advisors SoCal, LLC2,710$541K0.11%013F-HRTimeline
InTrack Investment Management Inc2,706$540K0.3%+86813F-HRTimeline
Signal Advisors Wealth, LLC2,701$539K0.04%-1,64413F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,701$539K0.04%013F-HRTimeline
Quantbot Technologies LP2,654$530K0.02%-34613F-HRTimeline
Town Capital LLC2,630$525K0.43%13F-HRTimeline
Golden State Wealth Management, LLC2,625$524K0.06%-9813F-HRTimeline
Godfrey Financial Associates, Inc.2,620$523K0.45%13F-HRTimeline
Facet Wealth, Inc.2,555$523K0.01%+3613F-HRTimeline
HT Partners LLC2,612$522K0.16%013F-HRTimeline
PLANNING DIRECTIONS INC2,611$521K0.26%+12313F-HRTimeline
Brookwood Investment Group LLC2,605$520K0.06%-64413F-HRTimeline
AMERIFLEX GROUP, INC.2,596$518K0.27%-2,43813F-HRTimeline
Yardley Wealth Management LLC2,595$518K0.28%-12813F-HRTimeline
Advisors Capital Management, LLC2,583$516K0.01%+38313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,576$514K0.02%-1813F-HRTimeline
Fisher Asset Management, LLC2,555$510K<0.01%+1313F-HRTimeline
Tilson Financial Group, Inc.2,528$505K0.16%+17413F-HRTimeline
IFG Advisors, LLC2,506$500K0.08%+57613F-HRTimeline
Beaird Harris Wealth Management, LLC2,505$500K0.03%013F-HRTimeline
Independent Solutions Wealth Management…2,459$491K0.09%+53113F-HRTimeline
Verger Capital Management LLC2,443$488K0.14%013F-HRTimeline
Blue Fin Capital, Inc.2,443$488K0.08%-5013F-HRTimeline
Parkside Financial Bank & Trust2,426$484K0.04%+1813F-HRTimeline
Accredited Investors Inc.2,424$484K0.03%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC2,420$483K0.4%-4,95213F-HRTimeline
Resonant Capital Advisors, LLC2,407$481K0.03%new13F-HRTimeline
TFB Advisors LLC2,405$480K0.13%-413F-HRTimeline
Ranch Capital Advisors Inc.2,400$479K0.18%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,400$479K0.03%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,397$479K0.4%+69313F-HRTimeline
Powell Investment Advisors, LLC2,385$476K0.16%013F-HRTimeline
WEALTHGARDEN F.S. LLC2,367$476K0.31%+4713F-HRTimeline
TUDOR INVESTMENT CORP ET AL2,385$476K<0.01%-20,89913F-HRTimeline
Fairvoy Private Wealth, LLC2,385$476K0.11%-49113F-HRTimeline
Center for Financial Planning, Inc.2,384$476K0.05%013F-HRTimeline
SCS Capital Management LLC2,370$473K0.01%013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC2,368$473K0.1%013F-HRTimeline
Chicago Partners Investment Group LLC2,355$470K0.01%-7213F-HRTimeline
True Vision MN LLC2,339$467K0.24%-6213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,341$467K0.03%-813F-HRTimeline
ALTFEST L J & CO INC2,330$465K0.05%013F-HRTimeline
Westfuller Advisors, LLC2,329$465K0.19%+113F-HRTimeline
Well Done, LLC2,324$464K0.07%+2613F-HRTimeline
Warm Springs Advisors Inc.2,312$462K0.36%-28713F-HRTimeline
BAILARD, INC.2,306$460K0.01%-5013F-HRTimeline
Rothschild Wealth LLC2,300$459K0.04%-21,74913F-HR/ATimeline
Independence Bank of Kentucky2,296$458K0.06%013F-HRTimeline
Strathmore Capital Advisors, Inc.2,295$458K0.15%-5013F-HRTimeline
GARRISON POINT ADVISORS, LLC2,290$457K0.2%013F-HRTimeline
Weaver Consulting Group2,281$455K0.11%+1213F-HRTimeline
D L CARLSON INVESTMENT GROUP INC2,278$455K0.08%-32213F-HRTimeline
Elevation Wealth Management LLC2,277$455K0.44%13F-HRTimeline
Crescent Grove Advisors, LLC2,272$454K0.04%013F-HRTimeline
Acorn Wealth Advisors, LLC2,265$452K0.13%-29313F-HRTimeline
GAMMA Investing LLC2,261$451K0.02%-1913F-HRTimeline
Livet Wealth, LLC2,253$450K0.28%13F-HRTimeline
FIRST AMERICAN TRUST, FSB2,253$450K0.03%new13F-HRTimeline
New Insight Wealth Advisors2,237$447K0.16%013F-HRTimeline
Breachway Investments LLC2,206$441K0.46%13F-HRTimeline
Silicon Valley Capital Partners2,206$441K0.04%+113F-HRTimeline
Baker Avenue Asset Management, LP2,203$440K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.2,200$439K0.03%013F-HRTimeline
Ignite Planners, LLC2,211$439K0.07%-2913F-HRTimeline
Harbour Trust & Investment Management Co2,191$437K0.04%-6013F-HRTimeline
CEERA INVESTMENTS, LLC2,180$435K0.17%013F-HRTimeline
SUTTON PLACE INVESTORS LLC2,172$434K0.24%-22813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,166$433K0.01%013F-HRTimelineGroup
Trexquant Investment LP2,159$431K<0.01%-82113F-HRTimeline
Accelerate Investment Advisors LLC2,153$430K0.29%+4013F-HRTimeline
Cornerstone Planning Group LLC2,095$429K0.07%+913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,141$428K0.07%+19413F-HRTimelineGroup
Atlantic Edge Private Wealth Management…2,140$427K0.11%013F-HRTimeline
Garde Capital, Inc.2,137$427K0.03%+113F-HRTimeline
Eagle Wealth Advisors LLC2,136$427K0.36%13F-HRTimeline
5T Wealth, LLC2,135$426K0.17%-8813F-HRTimeline
Caliber Wealth Management, LLC / KS2,117$423K0.05%+7513F-HRTimeline
Accurate Wealth Management, LLC2,092$422K0.05%-2113F-HRTimeline
Americana Partners, LLC2,111$422K0.01%+6213F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT2,108$421K0.2%-36213F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,107$421K0.1%-4013F-HRTimeline
A4 Wealth Advisors LLC2,102$420K0.36%+63413F-HRTimeline
One Charles Private Wealth Services, LLC2,100$419K0.11%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp2,098$419K0.01%-7613F-HRTimelineGroup
Atlas Brown,Inc.2,076$415K0.12%-26713F-HRTimeline
JT Stratford LLC2,065$412K0.05%+8213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,060$411K0.01%-46713F-HRTimelineGroup
Avalon Trust Co2,060$411K0.03%-42613F-HRTimeline
Colter Lewis Investment Partners LLC2,060$411K0.48%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,057$411K0.03%-24613F-HRTimeline
Center for Wealth Management Advisory2,052$410K0.3%13F-HRTimeline
First City Capital Management, Inc.2,050$409K0.22%-35013F-HRTimeline
Jacobi Capital Management LLC2,044$408K0.02%013F-HRTimeline
Cassilly Financial Group LLC2,031$406K0.36%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,025$404K0.03%-1,84013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.2,000$403K<0.01%-9113F-HRTimeline
Polaris Investment Advisors, LLC2,007$401K0.29%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2,000$399K0.04%013F-HRTimeline
Cambridge Advisors Inc.2,000$399K0.08%013F-HRTimeline
Argentarii, LLC2,000$399K0.13%013F-HRTimeline
Rialto Wealth Management, LLC2,000$399K0.1%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,998$399K<0.01%-1,04613F-HRTimelineGroup