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Disclosery

IYW ISHARES TR

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SHS (fund)

1,154 managers (1,167 13F filers) reported a position in IYW shares at 2025-06-30, 79,840,053 shares in all. 131 filers opened a position and 57 filers sold out during the quarter.

Managers
1,154
13F filers
1,167
New
131
Added
332
Reduced
470
Sold out
57
Shares held by filers
79,840,053

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
New Insight Wealth Advisors2,237$388K0.16%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,208$383K0.01%-47513F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,207$382K0.08%+1413F-HRTimeline
Baker Avenue Asset Management, LP2,206$382K0.01%-27,01513F-HRTimeline
Silicon Valley Capital Partners2,205$382K0.04%+113F-HRTimeline
Roble, Belko & Company, Inc2,203$382K0.06%+36813F-HRTimeline
BOK Financial Private Wealth, Inc.2,200$381K0.03%013F-HRTimeline
Advyzon Investment Management, LLC2,198$381K0.08%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,175$377K0.13%+1,76313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,166$375K0.01%-3,64113F-HRTimelineGroup
Semus Wealth Partners LLC2,160$374K0.24%-36013F-HRTimeline
One Charles Private Wealth Services, LLC2,153$373K0.1%new13F-HRTimeline
Independence Bank of Kentucky2,146$372K0.05%-16013F-HRTimeline
Atlantic Edge Private Wealth Management…2,140$371K0.1%013F-HRTimeline
Venture Visionary Partners LLC2,137$370K0.01%+12913F-HRTimeline
Garde Capital, Inc.2,136$370K0.02%+213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,133$370K0.01%new13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC2,121$368K0.08%-8,34513F-HR/ATimeline
Clark Capital Management Group, Inc.2,119$367K<0.01%-12813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,118$367K<0.01%-80,21113F-HRTimelineGroup
BRIGHTON JONES LLC2,106$365K0.01%new13F-HRTimeline
GAMMA Investing LLC2,097$363K0.02%-6913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,093$362K0.03%-3,05513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,072$359K0.07%-613F-HRTimelineGroup
Verdence Capital Advisors LLC2,071$359K0.02%-2213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,044$354K0.02%013F-HRTimeline
Jacobi Capital Management LLC2,044$354K0.02%013F-HRTimeline
Summit Financial Wealth Advisors, LLC2,033$352K0.06%new13F-HRTimeline
Americana Partners, LLC2,033$352K0.01%new13F-HRTimeline
Baldwin Investment Management, LLC2,030$352K0.04%013F-HRTimeline
TOWNSQUARE CAPITAL LLC2,030$352K0.03%-22,45413F-HRTimeline
Anchor Investment Management, LLC2,022$350K0.03%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,016$349K0.01%013F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA2,000$347K0.02%013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.2,000$347K0.04%013F-HRTimeline
Cambridge Advisors Inc.2,000$347K0.07%013F-HRTimeline
Widmann Financial Services, Inc.2,000$347K0.24%013F-HRTimeline
DOVER ADVISORS, LLC2,000$347K0.15%013F-HRTimeline
Argentarii, LLC2,000$347K0.16%013F-HRTimeline
Rialto Wealth Management, LLC2,000$347K0.1%013F-HRTimeline
Tiller Private Wealth, Inc.1,983$344K0.13%+21813F-HRTimeline
Sound Income Strategies, LLC1,979$343K0.02%-77513F-HRTimeline
Madden Advisory Services, Inc.1,978$343K0.15%-4413F-HRTimeline
Key Financial Inc1,976$342K0.07%+20013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,968$341K0.01%-1,09813F-HRTimeline
PITCAIRN COin group PITCAIRN CO1,963$340K0.02%013F-HR/ATimelineGroup
Acorn Wealth Advisors, LLC1,961$340K0.13%new13F-HRTimeline
Midwest Heritage Bank, FSB1,954$339K0.13%+3513F-HRTimeline
Resolute Wealth Strategies, LLC1,951$338K0.18%-14413F-HRTimeline
IFG Advisors, LLC1,930$334K0.06%new13F-HRTimeline
PEOPLES BANK /OH1,926$334K0.21%013F-HRTimeline
CVA Family Office, LLC1,915$332K0.05%013F-HRTimeline
Pinnacle Family Advisors, LLC1,911$331K0.16%-15213F-HRTimeline
DF DENT & CO INC1,910$331K<0.01%013F-HRTimeline
Quadcap Wealth Management, LLC1,908$331K0.04%013F-HRTimeline
V2 Financial group LLC1,900$329K0.2%013F-HRTimeline
POTENTIA WEALTH1,897$329K0.19%+6713F-HRTimeline
Nilsine Partners, LLC1,895$328K0.03%013F-HRTimeline
Novak & Powell Financial Services, Inc.1,894$328K0.23%013F-HRTimeline
Eaton Financial Holdings Company, LLC1,892$328K0.1%-3,44113F-HRTimeline
MN Wealth Advisors, LLC1,888$327K0.19%new13F-HRTimeline
SOA Wealth Advisors, LLC.1,874$325K0.06%+113F-HRTimeline
Hopwood Financial Services, Inc.1,860$322K0.25%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,856$322K0.02%-2413F-HRTimeline
Oldfather Financial Services, LLC1,848$320K0.11%-32213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO1,848$320K0.01%-7,17713F-HRTimeline
Beacon Pointe Advisors, LLC1,847$320K<0.01%+9813F-HRTimeline
FWG Investments, LLC.1,838$318K0.24%new13F-HRTimeline
ROCKLAND TRUST CO1,835$318K0.02%013F-HRTimeline
InTrack Investment Management Inc1,833$318K0.21%new13F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.1,748$317K0.18%13F-HRTimeline
Revolve Wealth Partners, LLC1,830$317K0.04%013F-HRTimeline
One Capital Management, LLC1,824$316K0.01%-2,69213F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV1,823$316K0.06%013F-HRTimeline
Forefront Wealth Partners, LLC1,976$315K0.22%+46613F-HRTimeline
Peak Planning Group, LLC1,814$314K0.2%+29513F-HRTimeline
3Chopt Investment Partners, LLC1,810$314K0.08%-93613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,809$313K0.02%+20713F-HRTimeline
Human Investing LLC1,804$313K0.05%-11213F-HRTimeline
Ariadne Wealth Management, LP1,686$312K0.15%013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE1,803$312K0.05%-31213F-HRTimeline
Campion Asset Management1,800$312K0.23%013F-HRTimeline
Facet Wealth, Inc.1,719$312K0.01%new13F-HRTimeline
Everhart Financial Group, Inc.1,785$309K0.04%+1413F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,782$309K0.17%013F-HRTimeline
First Financial Bankshares Inc1,773$307K0.01%+5313F-HRTimeline
Richard P Slaughter Associates Inc1,761$305K0.06%-6,18913F-HRTimeline
Gradient Capital Advisors, LLC1,760$305K0.09%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,759$305K0.04%-2513F-HRTimeline
Tranquility Partners, LLC1,752$304K0.11%013F-HRTimeline
Argent Trust Co1,747$303K0.01%+513F-HRTimeline
Betterment LLC1,741$302K<0.01%-74713F-HRTimeline
Thoma Capital Management LLC1,741$302K0.19%013F-HRTimeline
Mandatum Life Insurance Co Ltd1,722$298K0.08%013F-HRTimeline
Beverly Hills Private Wealth, LLC1,720$298K0.06%-23213F-HRTimeline
Hobart Private Capital, LLC1,701$295K0.07%-24013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,700$295K0.02%013F-HRTimeline
Three Seasons Wealth, LLC1,682$291K0.03%-27713F-HRTimeline
MMA ASSET MANAGEMENT LLC1,680$291K0.11%new13F-HRTimeline
KM Capital Management Ltd.1,660$288K0.14%new13F-HRTimeline
VestGen Investment Management1,657$287K0.21%-48313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,642$285K0.35%13F-HRTimeline
HM PAYSON & CO1,640$284K<0.01%-56013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC1,634$283K0.1%013F-HRTimeline
Circle Wealth Management, LLC1,633$283K0.01%-46013F-HRTimeline
Flower City Capital1,620$281K0.17%013F-HRTimeline
Provident Wealth Management, LLC1,616$280K0.09%013F-HRTimeline
BIP Wealth, LLC1,615$280K0.02%-60813F-HRTimeline
Klingman & Associates, LLC1,601$277K0.02%new13F-HRTimeline
ELCO Management Co., LLC1,600$277K0.15%new13F-HRTimeline
Grey Ledge Advisors, LLC1,582$274K0.07%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,570$272K0.04%-1513F-HRTimeline
Elevated Capital Advisors, LLC1,914$269K0.08%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,549$268K<0.01%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.1,548$268K<0.01%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Chemistry Wealth Management LLC1,540$267K0.06%+3013F-HRTimeline
CORRADO ADVISORS, LLC1,536$266K0.16%013F-HRTimeline
Accel Wealth Management1,533$266K0.09%new13F-HRTimeline
Objective Capital Management, LLC1,532$265K0.3%+113F-HRTimeline
Firestone Capital Management1,530$265K0.06%013F-HRTimeline
Lloyd Advisory Services, LLC.1,520$263K0.13%-19413F-HRTimeline
Bonfire Financial1,509$262K0.21%new13F-HRTimeline
Worth Asset Management, LLC1,508$261K0.13%new13F-HRTimeline
BlackDiamond Wealth Management, LLC1,517$260K0.15%013F-HRTimeline
Patten Group, Inc.1,494$259K0.05%013F-HRTimeline
GM Advisory Group, LLC1,488$258K0.01%013F-HRTimeline
Valtinson Bruner Financial Planning LLC1,487$258K0.08%new13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,448$251K0.06%013F-HR/ATimelineGroup
Advisor OS, LLCin group Advisor OS, LLC1,447$251K0.02%new13F-HRTimelineGroup
NOVUS ADVISORS, LLC1,441$250K0.38%-6813F-HRTimeline
WHITE PINE CAPITAL LLC1,432$248K0.08%013F-HRTimeline
Werba Rubin Papier Wealth Management1,432$248K0.05%new13F-HRTimeline
Peak Financial Management, Inc.1,431$248K0.07%013F-HRTimeline
GKV Capital Management Co., Inc.1,422$246K0.11%-4013F-HRTimeline
Consolidated Portfolio Review Corp1,420$246K0.03%new13F-HRTimeline
Good Life Advisors, LLC1,418$246K0.02%new13F-HRTimeline
Summit Wealth Group, LLC1,415$245K0.06%new13F-HRTimeline
INSIGHT 2811, INC.1,410$244K0.12%new13F-HRTimeline
Peachtree Investment Partners, LLC1,407$244K0.09%-1,18313F-HRTimeline
Omega Financial Group, LLC1,405$243K0.09%-17613F-HRTimeline
Larson Financial Group LLC1,397$242K0.01%+9913F-HRTimeline
Legacy Edge Advisors, LLC1,393$241K0.03%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC1,392$241K0.07%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC1,390$241K0.02%new13F-HR/ATimeline
Bell Bank1,390$241K0.01%new13F-HRTimeline
Verum Partners LLC1,371$237K0.05%new13F-HRTimeline
New Republic Capital, LLC1,365$236K0.08%-47913F-HRTimeline
Janney Capital Management LLC1,360$236K0.02%new13F-HRTimeline
Claro Advisors Inc.1,349$234K0.04%new13F-HRTimeline
Tarbox Family Office, Inc.1,348$234K0.04%new13F-HRTimeline
Mesirow Financial Investment Management…1,346$233K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC1,344$233K0.59%-63113F-HRTimeline
IVC Wealth Advisors LLC1,345$233K0.11%new13F-HRTimeline
Ironwood Investment Counsel, LLC1,344$233K0.04%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC1,329$230K<0.01%new13F-HRTimelineGroup
MBL Wealth, LLC1,329$230K0.02%new13F-HRTimeline
DDFG, Inc1,326$230K0.06%new13F-HRTimeline
XY Planning Network, Inc.1,320$229K0.08%new13F-HRTimeline
Rehmann Capital Advisory Group1,313$228K0.01%new13F-HRTimeline
Meridian Wealth Partners, LLC1,310$227K0.03%new13F-HRTimeline
Seneca House Advisors1,308$227K0.1%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC1,304$226K0.02%new13F-HRTimeline
Allegheny Financial Group1,300$225K0.05%new13F-HRTimeline
Wells Financial Advisors INC1,295$224K0.31%+27013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,290$224K0.01%new13F-HRTimeline
Mascagni Wealth Management, Inc.1,287$223K0.19%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,284$222K<0.01%new13F-HRTimelineGroup
NOVEM GROUP1,280$222K0.03%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,274$221K0.02%new13F-HRTimeline
SWS Partners1,271$220K0.06%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,268$220K<0.01%-41913F-HRTimelineGroup
Tyler-Stone Wealth Management1,268$220K0.04%new13F-HRTimeline
Sequent Planning LLC1,254$217K0.07%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,245$216K0.03%new13F-HRTimeline
CENTRAL TRUST Co1,228$213K<0.01%-4013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,238$212K0.12%-2,74513F-HRTimeline
Fiduciary Group, LLC1,224$212K0.02%new13F-HRTimeline
DSG Capital Advisors, LLC1,220$211K0.04%new13F-HRTimeline
SFMG, LLC1,220$211K0.02%new13F-HRTimeline
Guidance Point Advisors, LLC1,219$211K0.05%-82813F-HRTimeline
River Wealth Advisors LLC1,217$211K0.03%new13F-HRTimeline
Sage Mountain Advisors LLC1,212$210K0.01%013F-HRTimeline
WMG Financial Advisors, LLC1,208$209K0.08%new13F-HRTimeline
Capstone Financial Advisors, Inc.1,207$209K0.01%new13F-HRTimeline
Parkshore Wealth Management, Inc.1,204$209K0.1%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,200$208K0.01%013F-HRTimeline
Paragon Capital Management Ltd1,200$208K0.04%new13F-HRTimeline
Independent Advisor Alliance1,197$207K0.01%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,194$207K<0.01%new13F-HRTimeline
Claris Financial LLC1,190$206K0.16%new13F-HRTimeline
NFSG Corp1,188$206K0.03%+7013F-HRTimeline
Altura Wealth Advisors Inc.1,187$206K0.11%new13F-HRTimeline
Evanson Asset Management, LLC1,180$204K0.01%new13F-HRTimeline
Financial Sense Advisors, Inc.1,179$204K0.05%new13F-HRTimeline
Crestwood Advisors Group, LLC1,173$203K<0.01%new13F-HRTimeline
BNC WEALTH MANAGEMENT, LLC1,173$203K0.06%new13F-HRTimeline
JGP Wealth Management, LLC1,171$203K0.02%new13F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC1,170$203K0.04%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,168$202K<0.01%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC1,165$202K0.19%new13F-HRTimeline