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Disclosery

IYW ISHARES TR

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SHS (fund)

1,170 managers (1,184 13F filers) reported a position in IYW shares at 2026-03-31, 50,635,981 shares in all. 59 filers opened a position and 129 filers sold out during the quarter.

Managers
1,170
13F filers
1,184
New
59
Added
255
Reduced
522
Sold out
129
Shares held by filers
50,635,981

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Oxinas Partners, LLC3,429$622K0.28%-813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,422$621K0.02%-20613F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT3,400$617K0.12%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,397$616K0.01%-17613F-HRTimelineGroup
Avalon Trust Co3,396$616K0.04%+1,33613F-HRTimeline
Fisher Asset Management, LLC3,388$615K<0.01%+83313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,379$613K0.02%-74813F-HRTimeline
Chesapeake Wealth Management3,376$612K0.19%-2813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,368$611K0.01%new13F-HRTimeline
Intrua Financial, LLC3,365$610K0.07%+6513F-HRTimeline
XML Financial, LLC3,352$608K0.05%-4213F-HRTimeline
Moment Partners, LLC3,339$606K0.11%013F-HRTimeline
PUREfi Wealth, LLC3,308$600K0.39%-67713F-HRTimeline
Avantax Planning Partners, Inc.3,296$598K0.02%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.2,753$598K0.3%-73013F-HRTimeline
Spectrum Planning & Advisory Services I…3,280$595K0.29%-79013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,279$595K0.04%-22513F-HRTimeline
WORLD EQUITY GROUP, INC.3,269$593K0.15%+41713F-HRTimeline
OLD NATIONAL BANCORP /IN/3,248$589K0.01%-5913F-HRTimeline
Aspen Investment Management Inc3,215$583K0.18%+1513F-HRTimeline
Retirement Planning Group, LLC3,211$582K0.02%-1,83713F-HRTimeline
Sensible Money, LLC3,200$581K0.18%013F-HRTimeline
Columbia Bank3,200$581K0.17%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,199$580K0.04%013F-HRTimeline
Strathmore Capital Advisors, Inc.2,662$578K0.16%+36713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,168$575K0.01%-8213F-HR/ATimeline
Triad Wealth Partners, LLC3,161$573K0.05%-1,55713F-HRTimeline
DIVERSIFIED TRUST CO3,158$573K0.01%-11113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,145$571K0.02%-8513F-HRTimeline
TBH Global Asset Management, LLC3,128$567K0.11%-86,46213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,067$556K<0.01%-28913F-HRTimelineGroup
Cornerstone Wealth, LLC/TN2,580$556K0.31%13F-HRTimeline
Kesler, Norman & Wride, LLC3,049$553K0.1%-1,27813F-HRTimeline
Fiduciary Group, LLC3,044$552K0.05%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,037$551K0.01%+1,10313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,032$550K0.08%013F-HRTimeline
Clark Capital Management Group, Inc.2,990$542K<0.01%-34413F-HRTimeline
Harvest Investment Services, LLC2,988$542K0.1%-23513F-HRTimeline
Canal Capital Management, LLC2,984$541K0.07%+113F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC2,935$541K0.02%new13F-HRTimelineGroup
Manchester Capital Management LLC2,968$538K0.08%013F-HRTimeline
Michels Family Financial, LLC2,958$537K0.39%-3413F-HRTimeline
BRIGHTON JONES LLC2,954$536K0.01%new13F-HR/ATimeline
Samalin Investment Counsel, LLC2,937$533K0.19%-12213F-HRTimeline
Main Street Group, LTD2,899$526K0.15%+1,46213F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC2,892$525K0.22%+113F-HRTimeline
Petix & Botte Co2,879$522K0.12%-2,89513F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC2,875$522K0.13%013F-HRTimeline
Madrid Wealth Management, LLC2,867$520K0.39%-40013F-HR/ATimeline
Visionary Horizons, LLC2,860$519K0.26%new13F-HRTimeline
Trek Financial, LLC2,838$515K0.03%-27,56613F-HRTimeline
REDW Wealth LLC2,816$511K0.2%new13F-HRTimeline
Savvy Advisors, Inc.2,810$510K0.01%-7813F-HRTimeline
Goodman Advisory Group, LLC2,809$510K0.13%new13F-HRTimeline
Godfrey Financial Associates, Inc.2,806$509K0.44%+18613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,788$506K0.03%-2,51313F-HRTimeline
Chicago Partners Investment Group LLC2,358$505K0.01%+313F-HRTimeline
Bensler, LLC2,771$503K0.05%+113F-HRTimeline
Asset Management Group, Inc.2,770$503K0.08%013F-HRTimeline
Main Street Financial Solutions, LLC2,767$502K0.04%+113F-HRTimeline
LVW Advisors, LLC2,761$501K0.05%-10,60113F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,745$498K0.08%-6413F-HRTimeline
Legacy Financial Advisors, Inc.2,739$497K0.07%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,738$497K0Timeline
WESPAC Advisors SoCal, LLC2,710$492K0.1%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,701$490K0.03%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,700$490K0.08%-4913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,690$488K0.04%-1,54413F-HRTimelineGroup
Asset Advisory Group, Inc.2,689$488K0.24%-2413F-HRTimeline
Trexquant Investment LP2,667$484K<0.01%+50813F-HRTimeline
Accurate Wealth Management, LLC2,461$478K0.06%+36913F-HRTimeline
CVA Family Office, LLC2,635$478K0.05%+71113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,629$477K0.01%-26113F-HRTimeline
Crestwood Advisors Group, LLC2,629$477K0.01%+65613F-HRTimeline
Scarborough Advisors, LLC2,613$474K0.05%new13F-HRTimeline
HT Partners LLC2,612$474K0.14%013F-HRTimeline
Signal Advisors Wealth, LLC2,606$473K0.03%-9513F-HRTimeline
SMITH, MOORE & CO.2,600$472K0.03%-15013F-HRTimeline
AMERIFLEX GROUP, INC.2,596$471K0.24%013F-HRTimeline
OMNI 360 Wealth, Inc.2,581$468K0.24%-29513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,576$467K0.02%013F-HRTimeline
Blue Fin Capital, Inc.2,524$458K0.08%+8113F-HRTimeline
IFG Advisors, LLC2,508$455K0.07%+213F-HRTimeline
Beaird Harris Wealth Management, LLC2,505$454K0.03%013F-HRTimeline
Antonelli Financial Advisors, LLC2,503$454K0.31%-51813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,497$453K0.05%+1,00913F-HRTimelineGroup
Advisors Capital Management, LLC2,488$452K0.01%-9513F-HRTimeline
Washington Trust Bank2,461$446K0.03%-33213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IMC-Chicago, LLC2,449$444K0.01%new13F-HRTimeline
LexAurum Advisors, LLC2,443$443K0.06%13F-HRTimeline
SIMPLEX TRADING, LLC2,438$442K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust2,426$440K0.03%013F-HRTimeline
True North Advisors, LLC2,420$439K0.05%new13F-HRTimeline
Resonant Capital Advisors, LLC2,407$437K0.02%013F-HRTimeline
Facet Wealth, Inc.2,405$436K0.01%-15013F-HRTimeline
Golden State Wealth Management, LLC2,400$436K0.05%-22513F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,400$435K0.02%013F-HRTimeline
Ranch Capital Advisors Inc.2,400$435K0.16%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,400$435K0.04%+73313F-HRTimelineGroup
Powell Investment Advisors, LLC2,386$433K0.15%+113F-HRTimeline
Center for Financial Planning, Inc.2,384$433K0.05%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC2,380$432K0.33%-4013F-HRTimeline
Stonebrook Private Inc.2,378$431K0.09%-16,45213F-HRTimeline
SCS Capital Management LLC2,370$430K<0.01%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,370$430K0.03%+34513F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC2,368$430K0.09%013F-HRTimeline
Robertson Stephens Wealth Management, L…2,349$426K0.01%-38613F-HRTimeline
Yardley Wealth Management LLC2,347$426K0.22%-24813F-HRTimeline
Tilson Financial Group, Inc.2,338$424K0.13%-19013F-HRTimeline
ALTFEST L J & CO INC2,330$423K0.05%013F-HRTimeline
Westfuller Advisors, LLC2,330$423K0.18%+113F-HRTimeline
Well Done, LLC2,324$422K0.06%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,321$421K0.03%-2013F-HRTimeline
Warm Springs Advisors Inc.2,312$419K0.36%013F-HRTimeline
WEALTHGARDEN F.S. LLC2,311$419K0.29%-5613F-HRTimeline
BAILARD, INC.2,306$418K0.01%013F-HRTimeline
Independence Bank of Kentucky2,296$417K0.05%013F-HRTimeline
WealthShield Partners, LLC2,294$416K0.05%-2,05113F-HRTimeline
BIP Wealth, LLC2,293$416K0.02%+65013F-HRTimeline
GARRISON POINT ADVISORS, LLC2,290$415K0.19%013F-HRTimeline
Nilsine Partners, LLC1,895$414K0.03%013F-HRTimeline
HBK Sorce Advisory LLC1,730$413K0.01%new13F-HRTimeline
Crescent Grove Advisors, LLC2,272$412K0.04%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.2,054$410K<0.01%+27513F-HRTimeline
Elevation Wealth Management LLC2,259$410K0.38%-1813F-HRTimeline
Livet Wealth, LLC2,254$409K0.26%+113F-HRTimeline
Weaver Consulting Group2,254$409K0.1%-2713F-HRTimeline
Breachway Investments LLC2,206$407K0.39%013F-HRTimeline
New Insight Wealth Advisors2,237$406K0.15%013F-HRTimeline
Madson Wealth Advisors Inc2,218$402K0.33%13F-HRTimeline
Integrated Capital Management, LLC2,209$401K0.17%-75213F-HRTimeline
Silicon Valley Capital Partners2,207$400K0.04%+113F-HRTimeline
InTrack Investment Management Inc2,205$400K0.23%-50113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EVOLUTION WEALTH MANAGEMENT INC.2,204$400K0.29%-19313F-HRTimeline
Ignite Planners, LLC2,202$399K0.06%-913F-HRTimeline
BOK Financial Private Wealth, Inc.2,200$399K0.02%013F-HRTimeline
CEERA INVESTMENTS, LLC2,180$395K0.17%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,175$395K0.01%+11513F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.2,166$393K0.01%013F-HRTimelineGroup
Vision Retirement, LLC2,163$392K0.11%-1,40313F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO1,963$392K0.04%013F-HRTimelineGroup
Harbour Trust & Investment Management Co2,157$391K0.04%-3413F-HRTimeline
Brookwood Investment Group LLC2,154$391K0.05%-45113F-HRTimeline
Accelerate Investment Advisors LLC2,140$388K0.26%-1313F-HRTimeline
Atlantic Edge Private Wealth Management…2,140$388K0.1%013F-HRTimeline
Garde Capital, Inc.2,138$388K0.02%+113F-HRTimeline
Eagle Wealth Advisors LLC2,136$388K0.36%013F-HRTimeline
Baker Avenue Asset Management, LP2,132$387K0.01%-7113F-HRTimeline
Acorn Wealth Advisors, LLC2,124$385K0.11%-14113F-HRTimeline
SUTTON PLACE INVESTORS LLC2,123$385K0.21%-4913F-HRTimeline
D L CARLSON INVESTMENT GROUP INC2,115$384K0.07%-16313F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT2,108$383K0.18%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,107$382K0.09%013F-HRTimeline
Cassilly Financial Group LLC2,094$380K0.33%+6313F-HRTimeline
JT Stratford LLC2,078$377K0.05%+1313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,057$373K0.02%-4,06013F-HRTimelineGroup
Center for Wealth Management Advisory2,052$372K0.27%013F-HRTimeline
First City Capital Management, Inc.2,050$372K0.2%013F-HRTimeline
Jacobi Capital Management LLC2,044$371K0.02%013F-HRTimeline
Reflection Asset Management1,676$369K0.23%013F-HRTimeline
GAMMA Investing LLC2,029$368K0.02%-23213F-HRTimeline
Caliber Wealth Management, LLC / KS2,003$363K0.04%-11413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2,000$363K0.04%013F-HRTimeline
Cambridge Advisors Inc.2,000$363K0.07%013F-HRTimeline
Argentarii, LLC2,000$363K0.13%013F-HRTimeline
Rialto Wealth Management, LLC2,000$363K0.08%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp1,998$362K0.01%-10013F-HRTimelineGroup
Financial Solutions Advisory Group, Inc.1,970$357K0.05%13F-HRTimeline
Tiller Private Wealth, Inc.1,961$356K0.13%+813F-HRTimeline
Frankly Finances, LLC1,960$356K0.32%013F-HRTimeline
SIERRA OCEAN, LLC1,960$356K0.29%-2413F-HRTimeline
Resolute Wealth Strategies, LLC1,952$354K0.15%+113F-HRTimeline
DOVER ADVISORS, LLC1,950$354K0.15%013F-HRTimeline
OFS Enterprise LLC1,946$353K0.1%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,946$353K0.02%-11113F-HRTimeline
Keystone Financial Services1,945$353K0.1%-6,23813F-HRTimeline
FIRST AMERICAN TRUST, FSB1,944$353K0.02%-30913F-HRTimeline
Fulcrum Equity Management1,940$352K0.34%-6,80413F-HRTimeline
GFS Advisors, LLC1,935$351K0.04%-5013F-HR/ATimeline
Baldwin Investment Management, LLC1,930$350K0.04%013F-HRTimeline
PEOPLES BANK /OH1,926$349K0.21%013F-HRTimeline
Venture Visionary Partners LLC1,924$349K0.01%013F-HRTimeline
RCS Financial Planning, LLC1,913$347K0.18%-1,50113F-HRTimeline
DF DENT & CO INC1,910$347K0.01%013F-HRTimeline
DOLIVER ADVISORS, LP1,909$346K0.08%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC1,907$346K0.06%013F-HRTimeline
Centurion Wealth Management LLC1,902$345K0.08%013F-HRTimeline
V2 Financial group LLC1,900$345K0.16%013F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV1,898$344K0.17%013F-HRTimeline
Key Financial Inc1,896$344K0.06%013F-HRTimeline
Novak & Powell Financial Services, Inc.1,894$344K0.19%013F-HRTimeline
RESOLUTE CAPITAL, LLC1,892$343K0.14%+113F-HRTimeline
Confluence Wealth Services, Inc.1,891$343K0.01%+4913F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD1,890$343K0.05%013F-HR/ATimeline
Verdence Capital Advisors LLC1,886$342K0.02%-1613F-HRTimeline
Transcendent Capital Group LLC1,884$342K0.16%013F-HRTimeline
One Charles Private Wealth Services, LLC1,883$342K0.09%-21713F-HRTimeline
SOA Wealth Advisors, LLC.1,875$340K0.06%013F-HRTimeline
GWN SECURITIES INC.1,865$338K0.06%-2613F-HRTimeline
Quadcap Wealth Management, LLC1,865$338K0.04%-1613F-HRTimeline