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Disclosery

IYW ISHARES TR

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SHS (fund)

1,141 managers (1,152 13F filers) reported a position in IYW shares at 2024-12-31, 79,943,638 shares in all. 54 filers opened a position and 43 filers sold out during the quarter.

Managers
1,141
13F filers
1,152
New
54
Added
367
Reduced
400
Sold out
43
Shares held by filers
79,943,638

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HHM Wealth Advisors, LLC2,323$371K0.05%-4413F-HRTimeline
Confluence Wealth Services, Inc.2,202$366K0.02%new13F-HRTimeline
Ignite Planners, LLC2,253$366K0.08%-13713F-HRTimeline
GARRISON POINT ADVISORS, LLC2,290$365K0.17%-3513F-HRTimeline
Verdence Capital Advisors LLC2,282$364K0.03%+20613F-HRTimeline
Balboa Wealth Partners2,279$364K0.08%-18,45713F-HRTimeline
Weaver Consulting Group2,269$362K0.11%013F-HRTimeline
Kingsview Wealth Management, LLC2,263$361K0.01%+24413F-HRTimeline
Cassady Schiller Wealth Management, LLC2,256$360K0.13%013F-HRTimeline
SIERRA OCEAN, LLC2,252$359K0.29%13F-HRTimeline
Blue Barn Wealth, LLC2,249$359K0.19%+113F-HRTimeline
BlackDiamond Wealth Management, LLC2,228$355K0.21%013F-HRTimeline
Innovative Wealth Building LLC2,226$355K0.32%13F-HRTimeline
BIP Wealth, LLC2,223$355K0.02%+62313F-HRTimeline
PLANNING DIRECTIONS INC2,222$354K0.21%+27713F-HRTimeline
Silicon Valley Capital Partners2,202$351K0.04%013F-HRTimeline
HM PAYSON & CO2,200$351K0.01%-30413F-HRTimeline
BOK Financial Private Wealth, Inc.2,200$351K0.03%013F-HRTimeline
MSH Capital Advisors LLC2,196$350K0.11%+17413F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,193$350K0.09%013F-HRTimeline
GAMMA Investing LLC2,174$347K0.03%+25513F-HRTimeline
Tyche Wealth Partners LLC2,143$342K0.07%new13F-HRTimeline
Atlantic Edge Private Wealth Management…2,140$341K0.11%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,139$341K0.01%-36013F-HRTimelineGroup
Garde Capital, Inc.2,133$340K0.02%013F-HRTimeline
TWO SIGMA SECURITIES, LLC2,128$339K0.06%-2,36913F-HRTimeline
Lion Street Advisors, LLC2,120$338K0.11%+31913F-HRTimeline
FIRST AMERICAN BANK2,117$338K0.02%new13F-HRTimeline
SMITH, MOORE & CO.2,110$337K0.03%+53313F-HRTimeline
One Charles Private Wealth Services, LLC2,095$334K0.11%-1,68313F-HRTimeline
Circle Wealth Management, LLC2,093$334K0.01%013F-HRTimeline
Bremer Bank National Association2,088$333K0.07%013F-HRTimeline
Elevated Capital Advisors, LLC2,081$332K0.09%-30513F-HRTimeline
Quadcap Wealth Management, LLC2,081$332K0.05%-36213F-HRTimeline
Anchor Investment Management, LLC2,070$330K0.03%-4413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,066$330K<0.01%+57713F-HR/ATimelineGroup
Clark Capital Management Group, Inc.2,049$327K<0.01%+22213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,048$327K0.02%-17713F-HRTimeline
Jacobi Capital Management LLC2,044$326K0.02%013F-HRTimeline
Baldwin Investment Management, LLC2,030$324K0.04%013F-HRTimeline
Widmann Financial Services, Inc.2,026$323K0.25%013F-HRTimeline
Madden Advisory Services, Inc.2,022$323K0.15%013F-HRTimeline
Midwest Heritage Bank, FSB2,020$322K0.15%-56513F-HRTimeline
Beverly Hills Private Wealth, LLC2,016$322K0.06%-19113F-HRTimeline
Venture Visionary Partners LLC2,008$320K0.01%+8413F-HR/ATimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA2,000$319K0.02%013F-HRTimelineGroup
Cambridge Advisors Inc.2,000$319K0.07%013F-HRTimeline
DOVER ADVISORS, LLC2,000$319K0.18%013F-HRTimeline
Argentarii, LLC2,000$319K0.16%13F-HRTimeline
Rialto Wealth Management, LLC2,000$319K0.11%13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC1,990$317K0.07%+8813F-HRTimeline
ORG Partners LLC1,982$317K0.04%-15613F-HRTimeline
LGT Financial Advisors LLC1,980$316K0.7%+15213F-HRTimeline
Forefront Wealth Partners, LLC1,976$315K0.23%13F-HRTimeline
Revolve Wealth Partners, LLC1,972$315K0.05%013F-HR/ATimeline
Peninsula Wealth, LLC1,969$314K0.05%-16513F-HRTimeline
PITCAIRN COin group PITCAIRN CO1,963$313K0.02%013F-HRTimelineGroup
Lakeshore Financial Planning, Inc.1,956$312K0.13%013F-HRTimeline
PEOPLES BANK /OH1,954$312K0.18%013F-HRTimeline
Hobart Private Capital, LLC1,942$310K0.08%013F-HRTimeline
EVERPAR ADVISORS LLC1,940$309K0.16%+19613F-HRTimeline
ROCKLAND TRUST CO1,933$308K0.02%013F-HRTimeline
New Republic Capital, LLC1,925$307K0.2%+8213F-HRTimeline
DF DENT & CO INC1,910$305K<0.01%013F-HRTimeline
V2 Financial group LLC1,900$303K0.18%013F-HRTimeline
Nilsine Partners, LLC1,895$302K0.03%013F-HRTimeline
Novak & Powell Financial Services, Inc.1,894$302K0.18%013F-HRTimeline
Guidance Point Advisors, LLC1,892$302K0.08%+43913F-HRTimeline
Gryphon Financial Partners LLC1,891$302K0.04%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,881$300K0.04%+613F-HRTimeline
Lloyd Advisory Services, LLC.1,880$300K0.14%-13113F-HRTimeline
Hopwood Financial Services, Inc.1,860$297K0.22%13F-HRTimeline
Beacon Pointe Advisors, LLC1,854$296K<0.01%-7413F-HRTimeline
Richmond Investment Services, LLC1,845$294K0.17%13F-HRTimeline
Tiller Private Wealth, Inc.1,840$294K0.12%013F-HRTimeline
Roble, Belko & Company, Inc1,835$293K0.05%013F-HRTimeline
Powell Investment Advisors, LLC1,825$291K0.13%013F-HRTimeline
Front Row Advisors LLC1,825$291K0.1%013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV1,823$291K0.07%+3113F-HRTimeline
UNIONVIEW, LLC1,824$291K0.21%013F-HRTimeline
Transcendent Capital Group LLC1,815$290K0.15%+1513F-HRTimeline
Herold Advisors, Inc.1,812$289K0.06%-1913F-HRTimeline
Trexquant Investment LP1,809$289K<0.01%+18913F-HRTimeline
POTENTIA WEALTH1,808$288K0.13%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,805$288K0.02%new13F-HRTimeline
Campion Asset Management1,800$287K0.22%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,782$284K0.14%13F-HRTimeline
Key Financial Inc1,776$283K0.06%013F-HRTimeline
Gradient Capital Advisors, LLC1,760$281K0.09%013F-HRTimeline
BAILARD, INC.1,756$280K0.01%013F-HRTimeline
Dodds Wealth, LLC1,688$280K0.09%-8213F-HRTimeline
Tranquility Partners, LLC1,752$279K0.11%013F-HRTimeline
Everhart Financial Group, Inc.1,745$278K0.06%+913F-HRTimeline
Argent Trust Co1,735$277K0.01%+18813F-HRTimeline
Gray Wealth Management Inc.1,732$276K0.1%+3013F-HRTimeline
Human Investing LLC1,732$276K0.05%013F-HRTimeline
Pinnacle Family Advisors, LLC1,731$276K0.13%-25613F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,730$276K0.17%-34,24613F-HRTimeline
Mandatum Life Insurance Co Ltd1,722$275K0.08%013F-HRTimeline
Harvest Investment Services, LLC1,722$275K0.07%-70513F-HRTimeline
First Financial Bankshares Inc1,720$274K0.01%013F-HRTimeline
Savvy Advisors, Inc.1,720$274K0.03%+11213F-HRTimeline
Ariadne Wealth Management, LP1,686$274K0.13%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL1,717$274K<0.01%new13F-HRTimeline
Callan Capital, LLC1,714$273K0.02%013F-HRTimeline
Bray Capital Advisors1,707$272K0.07%013F-HRTimeline
Thoma Capital Management LLC1,704$272K0.19%13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,700$271K0.02%013F-HRTimeline
Blue Oak Capital, LLC1,699$271K0.16%13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC1,689$269K0.04%new13F-HRTimelineGroup
First Bancorp, Inc /ME/1,689$269K0.18%-613F-HRTimeline
Plante Moran Financial Advisors, LLC1,678$268K0.02%+6213F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,676$267K0.06%+23313F-HRTimeline
Two West Capital Advisors LLC1,668$266K0.23%+29513F-HRTimeline
NorthCoast Asset Management LLC1,641$262K<0.01%013F-HR/ATimeline
Founders Financial Alliance, LLC1,643$262K0.07%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC1,634$261K0.12%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,628$260K0.02%+113F-HRTimeline
MGB Wealth Management, LLC1,628$260K0.08%013F-HRTimeline
Flower City Capital1,620$258K0.16%013F-HRTimeline
Chemistry Wealth Management LLC1,614$257K0.06%-27013F-HRTimeline
WMS Partners, LLC1,611$257K0.01%013F-HRTimeline
Legacy Edge Advisors, LLC1,593$256K0.04%-38713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,602$256K0.05%-713F-HRTimeline
Sheaff Brock Investment Advisors, LLC1,600$255K0.02%013F-HRTimeline
Resolute Wealth Strategies, LLC1,594$254K0.13%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,593$254K0.01%+6913F-HRTimeline
Soundwatch Capital LLC1,593$254K0.03%+24213F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,585$253K0.03%-313F-HRTimeline
Grey Ledge Advisors, LLC1,582$252K0.07%013F-HRTimeline
Omega Financial Group, LLC1,581$252K0.1%+1413F-HRTimeline
Summit Financial, LLC1,579$252K0.01%new13F-HRTimeline
Global Trust Asset Management, LLC1,565$250K0.09%-22513F-HRTimeline
Patten Group, Inc.1,564$249K0.06%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.1,548$247K<0.01%013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,548$247K<0.01%013F-HR/ATimelineGroup
CORRADO ADVISORS, LLC1,535$245K0.16%+113F-HRTimeline
Objective Capital Management, LLC1,531$244K0.16%new13F-HRTimeline
Firestone Capital Management1,530$244K0.06%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,500$239K0.03%013F-HRTimeline
GM Advisory Group, LLC1,488$237K0.01%013F-HRTimeline
OBSIDIAN CIO, LLC1,463$233K0.04%013F-HRTimeline
GKV Capital Management Co., Inc.1,462$233K0.1%13F-HRTimeline
Arlington Capital Management, Inc.1,460$233K0.16%+113F-HRTimeline
NOVUS ADVISORS, LLC1,455$232K0.23%13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,448$231K0.06%13F-HRTimelineGroup
Rehmann Capital Advisory Group1,444$230K0.01%-513F-HRTimeline
Heritage Family Offices, LLP1,434$229K0.11%+9313F-HRTimeline
WHITE PINE CAPITAL LLC1,432$228K0.08%013F-HRTimeline
Peak Financial Management, Inc.1,431$228K0.07%-11213F-HRTimeline
Retirement Planning Group, LLC1,424$227K0.01%new13F-HRTimeline
Paragon Capital Management Ltd1,416$226K0.05%013F-HRTimeline
Bonfire Financial1,414$226K0.2%13F-HRTimeline
INSIGHT 2811, INC.1,410$225K0.12%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,398$223K0.01%013F-HRTimeline
WealthTrust Asset Management, LLC1,396$223K0.16%+113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,393$222K0.03%new13F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC1,391$222K0.08%13F-HRTimeline
Verum Partners LLC1,390$222K0.06%013F-HRTimeline
COZAD ASSET MANAGEMENT INC1,390$222K0.02%013F-HRTimeline
Bell Bank1,390$222K0.02%013F-HRTimeline
NFSG Corp1,379$220K0.06%new13F-HRTimeline
Janney Capital Management LLC1,370$219K0.01%+1013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC1,366$218K0.06%new13F-HR/ATimeline
PRESILIUM PRIVATE WEALTH, LLC1,363$217K0.05%-43013F-HRTimeline
Freedom Investment Management, Inc.1,349$215K0.02%-2813F-HRTimeline
Tarbox Family Office, Inc.1,348$215K0.04%013F-HRTimeline
Mesirow Financial Investment Management…1,346$215K<0.01%013F-HRTimeline
Acorn Wealth Advisors, LLC1,340$214K0.09%013F-HRTimeline
Valtinson Bruner Financial Planning LLC1,329$212K0.07%-37313F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,329$212K0.05%-11013F-HRTimeline
Private Portfolio Partners LLC1,328$212K0.04%013F-HRTimeline
First International Bank & Trust1,320$211K0.07%013F-HRTimeline
Provident Wealth Management, LLC1,316$210K0.07%013F-HRTimeline
Seneca House Advisors1,308$209K0.08%new13F-HRTimeline
Wilmington Savings Fund Society, FSB1,308$209K<0.01%+1213F-HRTimeline
Arbor Investment Advisors, LLC1,304$208K0.03%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,304$208K0.01%new13F-HRTimelineGroup
Allegheny Financial Group1,300$207K0.05%-58913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,299$207K0.01%new13F-HRTimelineGroup
West Coast Financial LLC1,295$207K0.02%new13F-HRTimeline
JGP Wealth Management, LLC1,293$206K0.03%new13F-HRTimeline
Stokes Family Office, LLC1,285$205K0.02%new13F-HRTimeline
SWS Partners1,270$203K0.06%new13F-HRTimeline
CENTRAL TRUST Co1,268$202K<0.01%013F-HRTimeline
Tyler-Stone Wealth Management1,268$202K0.04%new13F-HRTimeline
Syntegra Private Wealth Group, LLC1,266$202K0.02%-6713F-HRTimeline
DDFG, Inc1,262$201K0.06%new13F-HRTimeline
Sage Mountain Advisors LLC1,212$193K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,200$191K0.01%013F-HRTimeline
Sava Infond d.o.o.1,160$185K0.03%13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,150$183K0.11%13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,103$176K0.01%+16713F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,039$166K0.01%013F-HRTimeline
Main Street Group, LTD1,029$164K0.06%013F-HRTimeline
Wells Financial Advisors INC1,025$164K0.22%+89313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,001$160K<0.01%013F-HRTimelineGroup
Ransom Advisory, Ltd1,000$160K0.07%013F-HRTimeline
WASHINGTON TRUST Co997$159K0.01%-62513F-HRTimeline
Larson Financial Group LLC988$158K0.01%+413F-HRTimeline