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Disclosery

IYW ISHARES TR

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SHS (fund)

1,091 managers (1,102 13F filers) reported a position in IYW shares at 2025-03-31, 82,173,716 shares in all. 58 filers opened a position and 93 filers sold out during the quarter.

Managers
1,091
13F filers
1,102
New
58
Added
426
Reduced
371
Sold out
93
Shares held by filers
82,173,716

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GARRISON POINT ADVISORS, LLC2,290$322K0.16%013F-HRTimeline
Weaver Consulting Group2,269$319K0.1%013F-HRTimeline
PLANNING DIRECTIONS INC2,254$317K0.14%+3213F-HRTimeline
SIERRA OCEAN, LLC2,250$316K0.25%-213F-HRTimeline
Blue Barn Wealth, LLC2,250$316K0.16%+113F-HRTimeline
Clark Capital Management Group, Inc.2,247$316K<0.01%+19813F-HRTimeline
Accurate Wealth Management, LLC2,319$315K0.06%-68813F-HRTimeline
Adams Wealth Management2,228$313K0.06%new13F-HRTimeline
CacheTech Inc.2,228$313K0.06%new13F-HRTimeline
BIP Wealth, LLC2,223$312K0.02%013F-HRTimeline
Silicon Valley Capital Partners2,204$310K0.04%+213F-HRTimeline
HM PAYSON & CO2,200$309K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.2,200$309K0.02%013F-HRTimeline
Innovative Wealth Building LLC2,198$309K0.28%-2813F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,193$308K0.08%013F-HRTimeline
Two West Capital Advisors LLC2,260$307K0.26%+59213F-HRTimeline
NorthCoast Asset Management LLC2,177$306K<0.01%+53613F-HR/ATimeline
Apex Wealth Management, LLC2,170$305K0.27%-3,14813F-HRTimeline
Oldfather Financial Services, LLC2,170$305K0.12%new13F-HRTimeline
GAMMA Investing LLC2,166$304K0.02%-813F-HR/ATimeline
Caliber Wealth Management, LLC / KS2,156$303K0.04%13F-HRTimeline
VestGen Investment Management2,140$301K0.23%-47213F-HRTimeline
Atlantic Edge Private Wealth Management…2,140$301K0.09%013F-HRTimeline
Garde Capital, Inc.2,134$300K0.02%+113F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE2,115$297K0.06%13F-HRTimeline
Resolute Wealth Strategies, LLC2,095$294K0.16%+50113F-HRTimeline
Circle Wealth Management, LLC2,093$294K0.01%013F-HRTimeline
Verdence Capital Advisors LLC2,093$294K0.02%-18913F-HRTimeline
Bremer Bank National Association2,088$293K0.05%013F-HRTimeline
HRT FINANCIAL LP2,092$293K<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,078$292K0.06%-29513F-HRTimelineGroup
Powell Investment Advisors, LLC2,078$292K0.14%+25313F-HRTimeline
Pinnacle Family Advisors, LLC2,063$290K0.16%+33213F-HRTimeline
Guidance Point Advisors, LLC2,047$288K0.08%+15513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,044$287K0.02%-413F-HRTimeline
Jacobi Capital Management LLC2,044$287K0.02%013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC2,044$287K0.09%+36813F-HRTimeline
Baldwin Investment Management, LLC2,030$285K0.03%013F-HRTimeline
TRUE Private Wealth Advisors2,023$284K0.03%-22,83513F-HRTimeline
Madden Advisory Services, Inc.2,022$284K0.13%013F-HRTimeline
Anchor Investment Management, LLC2,022$284K0.03%-4813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,016$283K0.01%-12313F-HRTimelineGroup
Venture Visionary Partners LLC2,008$282K0.01%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA2,000$281K0.02%013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.2,000$281K0.03%-1,55413F-HRTimeline
Cambridge Advisors Inc.2,000$281K0.06%013F-HRTimeline
Widmann Financial Services, Inc.2,000$281K0.22%-2613F-HRTimeline
DOVER ADVISORS, LLC2,000$281K0.12%013F-HRTimeline
Argentarii, LLC2,000$281K0.14%013F-HRTimeline
Rialto Wealth Management, LLC2,000$281K0.09%013F-HRTimeline
LGT Financial Advisors LLC1,975$278K0.85%-513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC1,963$276K0.06%-2713F-HRTimeline
PITCAIRN COin group PITCAIRN CO1,963$276K0.02%013F-HRTimelineGroup
Three Seasons Wealth, LLC1,959$275K0.14%-36,46513F-HRTimeline
Lakeshore Financial Planning, Inc.1,956$275K0.11%013F-HRTimeline
Beverly Hills Private Wealth, LLC1,952$274K0.05%-6413F-HRTimeline
Herold Advisors, Inc.1,943$273K0.06%+13113F-HRTimeline
Hobart Private Capital, LLC1,941$273K0.07%-113F-HRTimeline
Fisher Asset Management, LLC1,926$271K<0.01%-84313F-HRTimeline
PEOPLES BANK /OH1,926$270K0.18%-2813F-HRTimeline
Midwest Heritage Bank, FSB1,919$270K0.11%-10113F-HRTimeline
Human Investing LLC1,916$269K0.05%+18413F-HRTimeline
CVA Family Office, LLC1,915$269K0.04%-61213F-HRTimeline
Elevated Capital Advisors, LLC1,914$269K0.08%-16713F-HRTimeline
DF DENT & CO INC1,910$268K<0.01%013F-HRTimeline
Quadcap Wealth Management, LLC1,908$268K0.04%-17313F-HRTimeline
V2 Financial group LLC1,900$267K0.17%013F-HRTimeline
Nilsine Partners, LLC1,895$266K0.03%013F-HRTimeline
Novak & Powell Financial Services, Inc.1,894$266K0.17%013F-HRTimeline
Gryphon Financial Partners LLC1,891$266K0.04%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,880$264K0.02%+20213F-HRTimeline
SOA Wealth Advisors, LLC.1,873$263K0.05%-63413F-HRTimeline
Hopwood Financial Services, Inc.1,860$261K0.2%013F-HRTimeline
Transcendent Capital Group LLC1,849$260K0.15%+3413F-HRTimeline
New Republic Capital, LLC1,844$259K0.11%-8113F-HRTimeline
First Bancorp, Inc /ME/1,843$259K0.17%+15413F-HRTimeline
Roble, Belko & Company, Inc1,835$258K0.04%013F-HRTimeline
ROCKLAND TRUST CO1,835$258K0.01%-9813F-HRTimeline
POTENTIA WEALTH1,830$257K0.12%+2213F-HRTimeline
Revolve Wealth Partners, LLC1,830$257K0.04%-14213F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV1,823$256K0.06%013F-HRTimeline
Campion Asset Management1,800$253K0.2%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,784$251K0.04%-9713F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,782$250K0.14%013F-HRTimeline
Ariadne Wealth Management, LP1,686$250K0.13%013F-HRTimeline
Key Financial Inc1,776$249K0.05%013F-HRTimeline
Everhart Financial Group, Inc.1,771$249K0.03%+2613F-HRTimeline
Tiller Private Wealth, Inc.1,765$248K0.1%-7513F-HRTimeline
Gradient Capital Advisors, LLC1,760$247K0.08%013F-HRTimeline
BAILARD, INC.1,756$247K0.01%013F-HRTimeline
Quartz Partners, LLC1,754$246K0.15%-1,94713F-HRTimeline
Tranquility Partners, LLC1,752$246K0.1%013F-HRTimeline
Beacon Pointe Advisors, LLC1,749$246K<0.01%-10513F-HRTimeline
Argent Trust Co1,742$245K0.01%+713F-HRTimeline
Thoma Capital Management LLC1,741$245K0.17%+3713F-HRTimeline
Brueske Advisory Services, LLC1,726$242K0.23%new13F-HRTimeline
Mandatum Life Insurance Co Ltd1,722$242K0.07%013F-HRTimeline
First Financial Bankshares Inc1,720$242K0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.1,714$241K0.12%-16613F-HRTimeline
Callan Capital, LLC1,713$241K0.02%-113F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,700$239K0.02%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,687$237K<0.01%+1,44513F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,635$230K0.1%+1,59013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC1,634$229K0.09%013F-HRTimeline
MGB Wealth Management, LLC1,628$229K0.08%013F-HRTimeline
Founders Financial Alliance, LLC1,625$228K0.06%-1813F-HRTimeline
Flower City Capital1,620$228K0.15%013F-HRTimeline
Provident Wealth Management, LLC1,616$227K0.08%+30013F-HRTimeline
Trexquant Investment LP1,603$225K<0.01%-20613F-HRTimeline
BlackDiamond Wealth Management, LLC1,517$225K0.15%-71113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,602$225K0.02%-2613F-HRTimeline
Sheaff Brock Investment Advisors, LLC1,600$225K0.02%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,585$223K0.03%013F-HRTimeline
Grey Ledge Advisors, LLC1,582$222K0.06%013F-HRTimeline
Omega Financial Group, LLC1,581$222K0.09%013F-HRTimeline
Mosaic Advisors LLC1,580$222K0.33%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.1,548$217K<0.01%013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,548$217K<0.01%013F-HRTimelineGroup
CORRADO ADVISORS, LLC1,536$216K0.14%+113F-HRTimeline
Objective Capital Management, LLC1,531$215K0.27%013F-HRTimeline
Firestone Capital Management1,530$215K0.06%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC1,519$213K0.06%+15313F-HRTimeline
Peak Planning Group, LLC1,519$213K0.09%new13F-HRTimeline
Forefront Wealth Partners, LLC1,510$212K0.14%-46613F-HRTimeline
Chemistry Wealth Management LLC1,510$212K0.05%-10413F-HRTimeline
NOVUS ADVISORS, LLC1,509$212K0.21%+5413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,498$210K0.01%+10013F-HRTimeline
Patten Group, Inc.1,494$210K0.05%-7013F-HRTimeline
GM Advisory Group, LLC1,488$209K0.01%013F-HRTimeline
GKV Capital Management Co., Inc.1,462$205K0.1%013F-HR/ATimeline
Center For Asset Management LLC1,461$205K0.13%new13F-HRTimeline
WOLVERINE TRADING, LLC1,458$205K0.01%new13F-HRTimeline
Main Street Financial Solutions, LLC1,457$205K0.02%-1,40013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,448$203K0.06%013F-HR/ATimelineGroup
WHITE PINE CAPITAL LLC1,432$201K0.07%013F-HRTimeline
Peak Financial Management, Inc.1,431$201K0.06%013F-HRTimeline
Capital A Wealth Management, LLC1,428$201K0.21%-4,45013F-HRTimeline
Larson Financial Group LLC1,298$182K0.01%+31013F-HRTimeline
Front Row Advisors LLC1,294$182K0.07%-53113F-HRTimeline
CENTRAL TRUST Co1,268$178K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,260$177K<0.01%-4813F-HRTimeline
Sage Mountain Advisors LLC1,212$170K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,200$169K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,199$168K<0.01%+19813F-HRTimelineGroup
SIGNATUREFD, LLC1,162$163K<0.01%+21413F-HRTimeline
Sava Infond d.o.o.1,160$163K0.03%013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,151$162K<0.01%-21,78713F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC1,150$162K0.07%013F-HR/ATimeline
NFSG Corp1,118$157K0.04%-26113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC919$147K0.01%013F-HRTimeline
Main Street Group, LTD1,029$145K0.06%013F-HRTimeline
Wells Financial Advisors INC1,025$144K0.2%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,020$143K0.01%-1913F-HRTimeline
Cape Investment Advisory, Inc.1,002$141K0.06%+5213F-HRTimeline
WASHINGTON TRUST Co997$140K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…996$140K<0.01%+22113F-HRTimelineGroup
Richardson Capital Management LLC986$138K0.09%+78813F-HRTimeline
Hemington Wealth Management985$138K0.02%013F-HRTimeline
IAG Wealth Partners, LLC978$137K0.02%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS938$132K0.06%013F-HRTimeline
Hurley Capital, LLC937$132K0.1%+113F-HRTimeline
Hexagon Capital Partners LLC915$129K0.02%+10013F-HRTimeline
SIMA Wealth Partners, LLC900$126K0.1%013F-HRTimeline
Hanson & Doremus Investment Management896$126K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC888$125K0.03%013F-HRTimeline
Founders Capital Management854$120K0.08%-9513F-HRTimeline
AlphaCore Capital LLC808$113K0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.794$112K0.06%new13F-HRTimeline
ORG Partners LLC783$111K0.03%-1,19913F-HRTimeline
Cheviot Value Management, LLC750$110K0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC776$109K0.02%013F-HRTimeline
BOKF, NAin group BOKF, NA765$107K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC750$105K0.01%+7713F-HRTimeline
Centricity Wealth Management, LLC748$105K0.1%013F-HRTimeline
Caldwell Trust Co733$103K0.01%-5013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC720$101K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…702$98.6K0.01%13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT700$98K<0.01%+10013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC691$97K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC688$96.6K0.02%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST655$92K0.01%+56313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC646$90.8K0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC667$90K0.02%+16313F-HRTimeline
Fortitude Family Office, LLC624$87.6K0.03%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV607$85.2K0.03%013F-HRTimeline
MTM Investment Management, LLC600$85.1K0.03%-713F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC604$84.8K0.03%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.588$82.6K0.01%013F-HRTimelineGroup
Truvestments Capital LLC580$81.5K0.02%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.570$80.1K<0.01%+3913F-HRTimelineGroup
Medallion Wealth Advisors, LLC568$79.9K0.04%013F-HRTimeline
CKW FINANCIAL GROUP540$77K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO545$76.5K<0.01%013F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC545$76.5K0.05%new13F-HRTimeline
Glass Jacobson Investment Advisors llc456$72.7K0.02%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…2,373$70.5K<0.01%-3,34413F-HRTimelineGroup
PSI Advisors, LLC494$69.4K0.02%+3113F-HRTimeline
Newton One Investments LLC478$67.1K0.02%013F-HRTimeline
Creekmur Asset Management LLC460$64.7K0.01%013F-HRTimeline
Aventura Private Wealth, LLC456$64K0.03%013F-HRTimeline