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Disclosery

IYW ISHARES TR

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SHS (fund)

1,187 managers (1,199 13F filers) reported a position in IYW shares at 2025-09-30, 60,540,573 shares in all. 112 filers opened a position and 76 filers sold out during the quarter.

Managers
1,187
13F filers
1,199
New
112
Added
294
Reduced
502
Sold out
76
Shares held by filers
60,540,573

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Vident Advisory, LLCin group Vident Advisory, LLC1,999$392K<0.01%+67013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC1,996$391K0.02%+14013F-HRTimeline
Key Financial Inc1,976$390K0.07%013F-HRTimeline
BRIGHTON JONES LLC1,988$389K0.01%-11813F-HRTimeline
JT Stratford LLC1,983$388K0.05%-1,94513F-HRTimeline
Madden Advisory Services, Inc.1,978$387K0.15%013F-HRTimeline
Verdence Capital Advisors LLC1,867$387K0.02%-20413F-HRTimeline
Robertson Stephens Wealth Management, L…1,972$386K0.01%-12,38613F-HRTimeline
Wallace Hart LLC1,972$386K0.28%new13F-HRTimeline
PITCAIRN COin group PITCAIRN CO1,963$384K0.03%013F-HRTimelineGroup
Resolute Wealth Strategies, LLC1,951$382K0.17%013F-HRTimeline
DOVER ADVISORS, LLC1,950$382K0.15%-5013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,947$381K0.06%-12513F-HRTimelineGroup
Midwest Heritage Bank, FSB1,947$381K0.13%-713F-HRTimeline
IFG Advisors, LLC1,930$378K0.06%013F-HRTimeline
Baldwin Investment Management, LLC1,930$378K0.04%-10013F-HRTimeline
Independent Solutions Wealth Management…1,928$378K0.07%new13F-HRTimeline
CVA Family Office, LLC1,927$377K0.05%+1213F-HRTimeline
PEOPLES BANK /OH1,926$377K0.23%013F-HRTimeline
Roble, Belko & Company, Inc1,927$377K0.05%-27613F-HRTimeline
Venture Visionary Partners LLC1,924$377K0.01%-21313F-HRTimeline
DF DENT & CO INC1,910$374K<0.01%013F-HRTimeline
Transcendent Capital Group LLC1,909$374K0.17%new13F-HRTimeline
DOLIVER ADVISORS, LP1,909$374K0.1%new13F-HRTimeline
Oldfather Financial Services, LLC1,909$374K0.12%+6113F-HRTimeline
Anchor Investment Management, LLC1,908$374K0.03%-11413F-HRTimeline
Centurion Wealth Management LLC1,904$373K0.09%-8,51513F-HRTimeline
V2 Financial group LLC1,900$372K0.21%013F-HRTimeline
Nilsine Partners, LLC1,895$371K0.03%013F-HRTimeline
Novak & Powell Financial Services, Inc.1,894$371K0.2%013F-HRTimeline
Tiller Private Wealth, Inc.1,893$371K0.13%-9013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,890$370K0.02%+8113F-HRTimeline
Quadcap Wealth Management, LLC1,881$368K0.04%-2713F-HRTimeline
SOA Wealth Advisors, LLC.1,874$367K0.06%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,873$367K<0.01%-50013F-HRTimelineGroup
FULLCIRCLE WEALTH LLC1,796$366K0.13%-5,08613F-HRTimeline
Composition Wealth, LLC1,867$366K0.01%-86713F-HRTimeline
Hopwood Financial Services, Inc.1,860$364K0.24%013F-HRTimeline
Human Investing LLC1,853$363K0.05%+4913F-HRTimeline
Eaton Financial Holdings Company, LLC1,852$363K0.1%-4013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO1,848$362K0.01%013F-HRTimeline
InTrack Investment Management Inc1,838$360K0.21%+513F-HRTimeline
TOWNSQUARE CAPITAL LLC1,836$360K0.05%-19413F-HRTimeline
ROCKLAND TRUST CO1,835$359K0.01%013F-HRTimeline
POTENTIA WEALTH1,832$359K0.14%-6513F-HRTimeline
Revolve Wealth Partners, LLC1,818$356K0.04%-1213F-HRTimeline
Peak Planning Group, LLC1,814$355K0.19%013F-HRTimeline
Legacy Financial Group LLC1,811$355K0.05%-28,38113F-HRTimeline
3Chopt Investment Partners, LLC1,810$355K0.08%013F-HRTimeline
THEORY FINANCIAL LLC1,773$354K0.12%-8,83213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,806$354K<0.01%+1,00613F-HR/ATimelineGroup
SMITHBRIDGE ASSET MANAGEMENT INC/DE1,803$353K0.05%013F-HRTimeline
Greenspring Advisors, LLC1,801$353K0.06%13F-HRTimeline
Wedmont Private Capital1,783$353K0.01%new13F-HRTimeline
Granite Bay Wealth Management, LLC1,800$353K0.09%-50013F-HRTimeline
Pinnacle Family Advisors, LLC1,792$351K0.15%-11913F-HRTimeline
Everhart Financial Group, Inc.1,784$349K0.04%-113F-HRTimeline
Northwest Capital Management Inc1,783$349K0.37%-3,44013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,782$349K0.17%013F-HRTimeline
Founders Financial Alliance, LLC1,776$348K0.07%+71513F-HRTimeline
Advyzon Investment Management, LLC1,776$348K0.06%-42213F-HRTimeline
Berman McAleer LLC1,775$348K0.05%13F-HRTimeline
First Financial Bankshares Inc1,773$347K0.01%013F-HRTimeline
Advocacy Wealth Management, LLC1,769$346K0.02%-190,19513F-HRTimeline
Gradient Capital Advisors, LLC1,760$345K0.09%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,744$342K0.04%-1513F-HRTimeline
Thoma Capital Management LLC1,741$341K0.2%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,739$341K0.07%13F-HRTimelineGroup
Belpointe Asset Management LLC1,722$337K0.01%-6,13413F-HRTimeline
Mandatum Life Insurance Co Ltd1,722$337K0.08%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,717$336K<0.01%new13F-HRTimelineGroup
Elevated Capital Advisors, LLC1,713$336K0.08%-20113F-HRTimeline
Ariadne Wealth Management, LP1,686$334K0.15%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,704$334K0.34%+6213F-HR/ATimeline
MARCO INVESTMENT MANAGEMENT LLC1,700$333K0.03%013F-HRTimeline
Tranquility Partners, LLC1,698$333K0.11%-5413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,696$332K0.01%-43713F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,690$331K0.11%-2,44213F-HRTimeline
Soundwatch Capital LLC1,687$330K0.05%new13F-HRTimeline
Betterment LLC1,687$330K<0.01%-5413F-HRTimeline
HM PAYSON & CO1,640$321K<0.01%013F-HRTimeline
Hobart Private Capital, LLC1,634$320K0.07%-6713F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC1,634$320K0.1%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,631$320K0.02%-5,31013F-HRTimeline
Independent Advisor Alliance1,626$318K0.01%+42913F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,626$318K0.03%new13F-HRTimeline
Flower City Capital1,620$317K0.17%013F-HRTimeline
Provident Wealth Management, LLC1,616$317K0.1%013F-HRTimeline
BIP Wealth, LLC1,615$316K0.02%013F-HRTimeline
Center For Asset Management LLC1,609$315K0.17%new13F-HRTimeline
LGT Financial Advisors LLC1,607$315K0.68%+26313F-HRTimeline
Klingman & Associates, LLC1,601$314K0.02%013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV1,591$312K0.05%-23213F-HRTimeline
Grey Ledge Advisors, LLC1,582$310K0.07%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,570$308K0.04%013F-HR/ATimeline
Richard P Slaughter Associates Inc1,571$308K0.07%-19013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.1,548$303K<0.01%013F-HRTimelineGroup
Chemistry Wealth Management LLC1,540$302K0.06%013F-HRTimeline
CORRADO ADVISORS, LLC1,537$301K0.16%+113F-HRTimeline
Objective Capital Management, LLC1,532$300K0.31%013F-HRTimeline
Campion Asset Management1,530$300K0.21%-27013F-HRTimeline
Firestone Capital Management1,530$300K0.06%013F-HRTimeline
HHM Wealth Advisors, LLC1,529$299K0.03%-80313F-HRTimeline
Valtinson Bruner Financial Planning LLC1,527$299K0.09%+4013F-HRTimeline
Bonfire Financial1,510$296K0.23%+113F-HRTimeline
Patten Group, Inc.1,494$293K0.06%013F-HRTimeline
BlackDiamond Wealth Management, LLC1,490$292K0.16%-2713F-HRTimeline
GM Advisory Group, LLC1,488$291K0.01%013F-HRTimeline
Traveka Wealth, LLC1,483$290K0.13%new13F-HRTimeline
Two West Capital Advisors LLC1,418$288K0.17%-1,71513F-HRTimeline
A4 Wealth Advisors LLC1,468$288K0.24%13F-HRTimeline
KM Capital Management Ltd.1,465$287K0.13%-19513F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,448$284K0.06%013F-HRTimelineGroup
BLALOCK WILLIAMS, LLC1,438$282K0.25%-4,75213F-HRTimeline
Balentine LLC1,437$281K0.01%+1,14413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,436$281K<0.01%+26813F-HRTimeline
Werba Rubin Papier Wealth Management1,432$281K0.05%013F-HRTimeline
WHITE PINE CAPITAL LLC1,432$280K0.08%013F-HRTimeline
Larson Financial Group LLC1,421$278K0.01%+2413F-HRTimeline
IVC Wealth Advisors LLC1,420$278K0.12%+7513F-HRTimeline
GKV Capital Management Co., Inc.1,416$277K0.11%-613F-HRTimeline
Peak Financial Management, Inc.1,415$277K0.07%-1613F-HRTimeline
Sage Mountain Advisors LLC1,412$277K0.02%+20013F-HRTimeline
INSIGHT 2811, INC.1,410$276K0.12%013F-HRTimeline
Peachtree Investment Partners, LLC1,407$276K0.1%013F-HRTimeline
Summit Wealth Group, LLC1,399$274K0.07%-1613F-HRTimeline
COZAD ASSET MANAGEMENT INC1,390$272K0.02%013F-HRTimeline
Bell Bank1,390$272K0.01%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,381$270K0.02%-6613F-HRTimelineGroup
Hutchens & Kramer Investment Management…1,379$270K0.11%-1,95713F-HRTimeline
Beverly Hills Private Wealth, LLC1,378$270K0.05%-34213F-HRTimeline
Verum Partners LLC1,371$269K0.06%013F-HRTimeline
Janney Capital Management LLC1,360$266K0.02%013F-HRTimeline
Tarbox Family Office, Inc.1,348$264K0.04%013F-HRTimeline
MBL Wealth, LLC1,329$260K0.02%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC1,328$260K0.02%+16913F-HRTimelineGroup
DDFG, Inc1,326$260K0.06%013F-HRTimeline
Physician Wealth Advisors, Inc.1,326$260K0.04%-41,06213F-HRTimeline
Ironwood Investment Counsel, LLC1,320$259K0.04%-2413F-HRTimeline
Allegheny Financial Group1,310$257K0.05%+1013F-HRTimeline
Seneca House Advisors1,308$256K0.1%013F-HRTimeline
Claro Advisors Inc.1,305$256K0.04%-4413F-HRTimeline
KELLY FINANCIAL GROUP LLC1,300$255K0.07%-9213F-HRTimeline
Wells Financial Advisors INC1,295$254K0.34%013F-HRTimeline
CENTRAL TRUST Co1,291$253K0.01%+6313F-HRTimeline
Mascagni Wealth Management, Inc.1,287$252K0.19%013F-HRTimeline
SWS Partners1,272$249K0.06%+113F-HRTimeline
Waldron Private Wealth LLC1,272$249K0.01%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,266$248K0.01%-2413F-HRTimeline
SFMG, LLC1,260$247K0.02%+4013F-HRTimeline
Portus Wealth Advisors, LLC1,260$247K0.25%13F-HRTimeline
Heritage Family Offices, LLP1,255$246K0.11%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,245$244K0.03%013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC1,232$241K0.09%new13F-HRTimeline
Fourth Dimension Wealth, LLC1,222$239K0.09%new13F-HRTimeline
Virtue Capital Management, LLC3,547$239K0.04%-12,23013F-HR/ATimeline
Guidance Point Advisors, LLC1,218$239K0.06%-113F-HRTimeline
River Wealth Advisors LLC1,217$238K0.03%013F-HRTimeline
WEALTH EFFECTS LLC1,215$238K0.08%new13F-HRTimeline
Blue Capital, Inc.1,211$237K0.18%new13F-HRTimeline
Quartz Partners, LLC1,210$237K0.09%new13F-HRTimeline
WMG Financial Advisors, LLC1,208$237K0.08%013F-HRTimeline
Omega Financial Group, LLC1,204$236K0.08%-20113F-HRTimeline
Parkshore Wealth Management, Inc.1,204$236K0.1%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,200$235K0.01%013F-HRTimeline
Mesirow Financial Investment Management…1,200$235K<0.01%-14613F-HRTimeline
Paragon Capital Management Ltd1,200$235K0.04%013F-HRTimeline
JGP Wealth Management, LLC1,181$234K0.03%+1013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,194$234K<0.01%+13813F-HRTimelineGroup
NOVEM GROUP1,192$234K0.03%-8813F-HRTimeline
Altura Wealth Advisors Inc.1,187$232K0.11%013F-HRTimeline
Evanson Asset Management, LLC1,180$231K0.01%013F-HRTimeline
Crestwood Advisors Group, LLC1,173$230K<0.01%013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC1,173$230K0.06%013F-HRTimeline
XY Planning Network, Inc.1,320$229K0.08%013F-HRTimeline
Fiduciary Alliance LLC1,164$228K0.02%013F-HRTimeline
Activest Wealth Management1,160$227K0.05%new13F-HRTimeline
Sava Infond d.o.o.1,160$227K0.03%013F-HRTimeline
Capstone Financial Advisors, Inc.1,158$227K0.01%-4913F-HRTimeline
BCU Wealth Advisors, LLC1,158$227K0.09%-5,49013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,150$225K0.07%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC1,149$225K0.03%new13F-HRTimeline
Claris Financial LLC1,146$225K0.13%-4413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,146$225K0.01%-82213F-HRTimeline
One Day In July LLC1,144$224K0.02%new13F-HRTimeline
Frederick Financial Consultants, LLC1,139$223K0.13%new13F-HRTimeline
American Trust1,132$222K0.02%new13F-HRTimeline
Clarus Group, Inc.1,120$219K0.08%new13F-HRTimeline
NFSG Corp1,118$219K0.03%-7013F-HRTimeline
Vantage Point Financial LLC1,118$219K0.08%-3,91613F-HRTimeline
Fort Sheridan Advisors LLC1,118$219K0.03%new13F-HRTimeline
NOVUS ADVISORS, LLC1,116$219K0.5%-32513F-HRTimeline
Three Cord True Wealth Management, LLC1,115$218K0.15%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,113$218K<0.01%-17113F-HRTimelineGroup
Talisman Wealth Advisors LLC1,112$218K0.18%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,111$218K<0.01%-8313F-HRTimeline
CROBAN1,111$218K0.15%new13F-HRTimeline
Financial Advisors Network, Inc.1,107$217K0.03%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,100$215K0.01%new13F-HRTimeline
Fiscal Wisdom Wealth Management, LLC1,085$214K0.2%13F-HRTimeline