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Disclosery

IYW ISHARES TR

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SHS (fund)

1,286 managers (1,302 13F filers) reported a position in IYW shares at 2026-06-30, 51,849,296 shares in all. 160 filers opened a position and 47 filers sold out during the quarter.

Managers
1,286
13F filers
1,302
New
160
Added
279
Reduced
492
Sold out
47
Shares held by filers
51,849,296

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Peak Planning Group, LLC1,814$458K0.1%013F-HRTimeline
3Chopt Investment Partners, LLC1,810$457K0.09%013F-HRTimeline
Brookwood Investment Group LLC1,807$456K0.05%-34713F-HRTimeline
Composition Wealth, LLC1,802$455K0.01%-2313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,800$454K<0.01%013F-HRTimelineGroup
ELCO Management Co., LLC1,800$454K0.2%013F-HRTimeline
Widmann Financial Services, Inc.1,800$454K0.24%013F-HRTimeline
Granite Bay Wealth Management, LLC1,800$454K0.04%013F-HRTimeline
Bravera Wealth1,796$453K0.17%013F-HRTimeline
Bluespring Wealth Management, LLC1,792$452K0.01%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,787$451K0.01%013F-HRTimeline
PLANNING DIRECTIONS INC1,786$450K0.21%-4413F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,782$449K0.14%013F-HRTimeline
SteelPeak Wealth, LLC1,776$448K0.01%-3013F-HRTimeline
Betterment LLC1,776$448K<0.01%+413F-HRTimeline
Berman McAleer LLC1,775$448K0.05%013F-HRTimeline
Gryphon Financial Partners LLC1,770$447K0.04%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,765$445K0.02%-2013F-HRTimeline
Gradient Capital Advisors, LLC1,760$444K0.1%013F-HRTimeline
GREENWOOD GEARHART LLC1,744$440K0.02%new13F-HRTimeline
Storen Legacy Partners, LLC1,729$436K0.12%-7713F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV1,726$435K0.2%-17213F-HRTimeline
Mandatum Life Insurance Co Ltd1,722$434K0.08%013F-HRTimeline
Integrated Capital Management, LLC1,722$434K0.16%-48713F-HRTimeline
HBK Sorce Advisory LLC1,726$434K0.01%-413F-HRTimeline
Atlas Brown,Inc.1,716$433K0.12%-3613F-HRTimeline
Polaris Investment Advisors, LLC1,704$430K0.28%-9713F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,700$429K0.03%013F-HRTimeline
ZENITH SOLUTIONS, INC.1,690$426K0.39%13F-HRTimeline
Madden Advisory Services, Inc.1,683$425K0.15%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,680$424K0.02%-1013F-HRTimeline
Tranquility Partners, LLC1,680$424K0.15%-1813F-HRTimeline
MMA ASSET MANAGEMENT LLC1,680$424K0.13%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,673$422K0.03%+16013F-HRTimeline
Independent Advisor Alliance1,670$421K0.01%-29,12813F-HRTimeline
Elevated Capital Advisors, LLC1,666$420K0.12%+18813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,657$418K0.05%-1513F-HRTimeline
Harborfront Financial Group LLC1,656$418K1.57%13F-HRTimeline
Fiduciary Alliance LLC1,652$417K0.03%new13F-HRTimeline
HM PAYSON & CO1,640$414K0.01%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC1,631$411K<0.01%+7813F-HRTimelineGroup
Chatterton & Associates Inc.1,649$411K0.24%+14813F-HRTimeline
Shelter Rock Management, LLC1,627$410K0.4%+813F-HRTimeline
LexAurum Advisors, LLC1,623$409K0.05%-82013F-HRTimeline
Flower City Capital1,620$409K0.18%013F-HRTimeline
Provident Wealth Management, LLC1,616$408K0.1%013F-HRTimeline
Sequent Planning LLC1,609$406K0.09%-6513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,604$405K0.04%-89313F-HRTimelineGroup
Adirondack Capital Advisors, LLC1,604$405K0.22%+32013F-HRTimeline
LVW Advisors, LLC1,597$403K0.03%-1,16413F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV1,591$401K0.07%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,564$394K0.06%13F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management1,560$393K<0.01%new13F-HRTimelineGroup
Beacon Financial Advisory LLC1,550$391K0.08%-3013F-HRTimeline
Xcelsior Advisor Partners LLC1,549$391K0.05%+28813F-HRTimeline
Valtinson Bruner Financial Planning LLC1,545$390K0.1%013F-HRTimeline
Abundance Wealth Counselors1,545$390K0.03%new13F-HRTimeline
DOVER ADVISORS, LLC1,950$389K0.16%013F-HRTimeline
Midwest Heritage Bank, FSB1,543$389K0.11%013F-HRTimeline
CORRADO ADVISORS, LLC1,538$388K0.18%013F-HRTimeline
FIRST AMERICAN TRUST, FSB1,538$388K0.02%-40613F-HRTimeline
71 West Capital Partners1,538$388K0.01%013F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC1,537$388K0.33%+9213F-HRTimeline
Belpointe Asset Management LLC1,535$387K0.01%new13F-HRTimeline
EVERPAR ADVISORS LLC1,534$387K0.11%+8013F-HRTimeline
Campion Asset Management1,530$386K0.24%013F-HRTimeline
Objective Capital Management, LLC1,528$385K0.34%-513F-HRTimeline
Bonfire Financial1,511$381K0.24%013F-HRTimeline
UPTICK PARTNERS, LLC1,502$379K0.06%-11213F-HRTimeline
Fiscal Wisdom Wealth Management, LLC1,500$378K0.32%new13F-HRTimeline
Caliber Wealth Management, LLC / KS1,498$378K0.04%-50513F-HRTimeline
A4 Wealth Advisors LLC1,497$378K0.25%-5013F-HRTimeline
5T Wealth, LLC1,496$377K0.14%013F-HRTimeline
Summit Wealth Group, LLC1,495$377K0.08%-613F-HRTimeline
Rose Capital Advisors LLC1,480$373K0.2%13F-HRTimeline
Firestone Capital Management1,480$373K0.07%013F-HRTimeline
Anchor Investment Management, LLC1,479$373K0.03%-37013F-HRTimeline
Klingman & Associates, LLC1,476$372K0.02%-12513F-HRTimeline
HHM Wealth Advisors, LLC1,475$372K0.04%013F-HRTimeline
Claro Advisors Inc.1,471$371K0.04%-4113F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,470$371K0.05%013F-HRTimeline
Rothschild Wealth LLC1,470$371K0.03%-1513F-HRTimeline
Willis Johnson & Associates, Inc.1,456$367K0.02%-1,97413F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC1,455$367K0.33%013F-HRTimeline
DecisionMap Wealth Management, LLC1,452$366K0.2%-313F-HRTimeline
BlackDiamond Wealth Management, LLC1,445$365K0.15%-4313F-HRTimeline
Apeiron RIA LLC1,441$363K0.09%-6,24213F-HRTimeline
Balentine LLC1,437$362K0.01%013F-HRTimeline
Werba Rubin Papier Wealth Management1,433$361K0.04%013F-HRTimeline
WHITE PINE CAPITAL LLC1,432$361K0.09%013F-HRTimeline
Third View Private Wealth, LLC1,426$360K0.04%013F-HRTimeline
Financial Advisors Network, Inc.1,420$358K0.04%+31313F-HRTimeline
IVC Wealth Advisors LLC1,420$358K0.14%013F-HRTimeline
Lifestyle Asset Management, Inc.1,420$358K0.1%new13F-HRTimeline
Bell Bank1,418$358K0.01%+2813F-HRTimeline
YHB Investment Advisors, Inc.1,418$358K0.02%013F-HRTimeline
Sage Mountain Advisors LLC1,412$356K0.02%013F-HRTimeline
INSIGHT 2811, INC.1,410$356K0.14%013F-HRTimeline
Peak Financial Management, Inc.1,406$355K0.08%013F-HRTimeline
COZAD ASSET MANAGEMENT INC1,390$351K0.02%013F-HRTimeline
Ironwood Investment Counsel, LLC1,388$350K0.05%-1413F-HRTimeline
Soundwatch Capital LLC1,378$348K0.04%013F-HRTimeline
Beverly Hills Private Wealth, LLC1,378$348K0.07%013F-HRTimeline
Lynx Investment Advisory1,368$345K0.11%new13F-HRTimeline
Verum Partners LLC1,352$341K0.05%-14513F-HRTimeline
Tarbox Family Office, Inc.1,348$340K0.05%013F-HRTimeline
Wealth Quarterback LLC1,344$339K0.1%-51213F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC1,343$339K0.23%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,340$338K0.11%-34913F-HRTimeline
Florida Trust Wealth Management Co1,337$337K0.01%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1,333$336K0.08%-4613F-HRTimeline
WealthTrust Asset Management, LLC1,319$333K0.18%-1213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,318$332K<0.01%-23813F-HRTimelineGroup
Venturi Wealth Management, LLC1,316$332K0.01%-1313F-HRTimeline
DDD Partners, LLC1,316$332K0.02%new13F-HRTimeline
THEORY FINANCIAL LLC1,316$332K0.1%-1213F-HRTimeline
GUIDANCE CAPITAL, INC1,367$332K0.07%013F-HRTimeline
Quadcap Wealth Management, LLC1,314$331K0.03%-55113F-HRTimeline
Allegheny Financial Group1,311$331K0.04%+113F-HRTimeline
Seneca House Advisors1,308$330K0.12%013F-HRTimeline
STEVENS CAPITAL PARTNERS1,284$324K0.06%new13F-HRTimeline
Mascagni Wealth Management, Inc.1,284$324K0.2%-313F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC1,283$324K0.21%-4,97413F-HRTimeline
First Financial Bankshares Inc1,278$322K0.01%013F-HRTimeline
E6 Portfolios, LLC1,275$322K0.26%new13F-HRTimeline
RCS Financial Planning, LLC1,274$321K0.15%-63913F-HRTimeline
Waldron Private Wealth LLC1,272$321K0.01%013F-HRTimeline
One Capital Management, LLC1,765$320K0.01%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,263$319K0.02%013F-HRTimeline
SFMG, LLC1,261$318K0.02%013F-HRTimeline
Portus Wealth Advisors, LLC1,260$318K0.26%013F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.1,748$317K0.18%013F-HRTimeline
Fairvoy Private Wealth, LLC1,257$317K0.06%-12513F-HRTimeline
Everhart Financial Group, Inc.1,249$315K0.02%+3513F-HRTimeline
KELLY FINANCIAL GROUP LLC1,249$315K0.07%-313F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,245$314K0.03%013F-HRTimeline
FCA CORP /TX1,238$312K0.08%new13F-HRTimeline
Patten Group, Inc.1,238$312K0.05%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC1,236$312K0.15%-4,28413F-HRTimeline
POTENTIA WEALTH1,232$311K0.13%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,713$311K<0.01%-34113F-HRTimeline
DDFG, Inc1,222$308K0.06%-10413F-HRTimeline
River Wealth Advisors LLC1,217$307K0.03%013F-HR/ATimeline
JGP Wealth Management, LLC1,215$307K0.03%+1513F-HRTimeline
CENTRAL TRUST Co1,207$304K0.01%-3013F-HRTimeline
Parkshore Wealth Management, Inc.1,204$304K0.09%013F-HRTimeline
DSG Capital Advisors, LLC1,220$303K0.04%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,200$303K0.02%013F-HRTimeline
Mesirow Financial Investment Management…1,200$303K<0.01%013F-HRTimeline
Paragon Capital Management Ltd1,200$303K0.06%013F-HRTimeline
WEALTH EFFECTS LLC1,200$303K0.08%013F-HRTimeline
WINCAP FINANCIAL LLC1,200$303K0.16%new13F-HRTimeline
Larson Financial Group LLC1,199$302K0.01%-38913F-HRTimeline
Omega Financial Group, LLC1,198$302K0.09%013F-HRTimeline
WHITTIER TRUST CO1,206$298K<0.01%new13F-HRTimeline
KPP Advisory Services LLC1,182$298K0.04%-5,31613F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC1,180$298K0.09%new13F-HRTimeline
Evanson Financial, LLC1,180$298K0.01%13F-HRTimeline
BNC WEALTH MANAGEMENT, LLC1,173$296K0.07%013F-HRTimeline
MSH Capital Advisors LLC1,168$295K0.05%-23413F-HRTimeline
St. Louis Trust Co1,290$295K0.04%013F-HRTimeline
Legacy Financial Group LLC1,168$295K0.03%-16413F-HRTimeline
Guidance Point Advisors, LLC1,166$294K0.06%013F-HRTimeline
KTF INVESTMENTS, LLC1,160$293K0.03%-5213F-HRTimeline
Capstone Financial Advisors, Inc.1,159$292K0.01%013F-HRTimeline
Cedar Wealth Management, LLC1,155$291K0.07%new13F-HRTimeline
Legacy Wealth Partners, LLC1,151$290K0.07%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,150$290K0.06%new13F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO1,150$290K0.03%-81313F-HRTimelineGroup
Total Clarity Wealth Management, Inc.1,145$289K0.06%new13F-HRTimeline
KLCM Advisors, Inc.1,145$289K0.02%013F-HRTimeline
One Day In July LLC1,144$289K0.02%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,139$287K0.02%013F-HRTimelineGroup
Frederick Financial Consultants, LLC1,136$287K0.12%-313F-HRTimeline
Quantbot Technologies LP1,134$286K0.01%-11,87913F-HRTimeline
Financial Management Professionals, Inc.1,133$286K0.03%new13F-HRTimeline
Midwest Capital Advisors, LLC1,129$285K0.12%-10413F-HRTimeline
SEVEN MILE ADVISORY1,121$283K0.19%new13F-HRTimeline
Oak Asset Management, LLC1,120$282K0.09%new13F-HRTimeline
Clarus Group, Inc.1,120$282K0.1%013F-HRTimeline
Fort Sheridan Advisors LLC1,118$282K0.03%013F-HRTimeline
Broussard Financial Group LLC1,117$282K0.23%013F-HRTimeline
ROCKLAND TRUST CO1,116$281K0.01%-7113F-HRTimeline
Hutchens & Kramer Investment Management…1,116$281K0.08%-18413F-HRTimeline
FOCUSED ALPHA, LLC1,116$281K0.07%new13F-HRTimeline
Three Cord True Wealth Management, LLC1,115$281K0.13%013F-HRTimeline
Live Oak Investment Partners1,112$280K0.15%-9613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,109$280K<0.01%new13F-HRTimelineGroup
CASCADE INVESTMENT GROUP, INC.1,100$277K0.16%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,100$277K0.02%new13F-HRTimeline
CROBAN1,098$277K0.12%new13F-HRTimeline
Bedel Financial Consulting, Inc.1,091$275K0.03%new13F-HRTimeline
Taylor Financial Group, Inc.1,088$274K0.15%new13F-HRTimeline
WealthCare Asset Management, LLC1,084$273K0.11%new13F-HRTimeline
GW&K Investment Management, LLC1,081$273K<0.01%-613F-HRTimeline
ASPIRIANT, LLC1,081$273K0.01%new13F-HRTimeline
Simplicity Wealth,LLC1,080$272K0.01%new13F-HRTimeline
Altura Wealth Advisors Inc.1,077$272K0.09%-6113F-HRTimeline
NTV Asset Management LLC1,076$271K0.03%new13F-HRTimeline
WAYSTONE ADVISORS LLC1,075$271K0.2%new13F-HRTimeline