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Disclosery

IYW ISHARES TR

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SHS (fund)

1,239 managers (1,254 13F filers) reported a position in IYW shares at 2025-12-31, 58,977,288 shares in all. 68 filers opened a position and 81 filers sold out during the quarter.

Managers
1,239
13F filers
1,254
New
68
Added
303
Reduced
504
Sold out
81
Shares held by filers
58,977,288

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
GFS Advisors, LLC1,985$396K0.05%-1,60813F-HRTimeline
SIERRA OCEAN, LLC1,984$396K0.33%-2713F-HRTimeline
Beacon Financial Advisory LLC1,978$395K0.09%-29413F-HRTimeline
Crestwood Advisors Group, LLC1,973$394K0.01%+80013F-HRTimeline
PITCAIRN COgroup of 2 filers holding1,963$392K0Timeline
Frankly Finances, LLC1,960$391K0.37%13F-HR/ATimeline
Tiller Private Wealth, Inc.1,953$390K0.14%+6013F-HRTimeline
Resolute Wealth Strategies, LLC1,951$390K0.17%013F-HRTimeline
DOVER ADVISORS, LLC1,950$389K0.15%013F-HRTimeline
XY Planning Network, Inc.1,934$386K0.07%+61413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,934$386K0.01%+23813F-HRTimeline
Baldwin Investment Management, LLC1,930$385K0.04%013F-HRTimeline
PEOPLES BANK /OH1,926$385K0.24%013F-HRTimeline
Venture Visionary Partners LLC1,924$384K0.01%013F-HRTimeline
CVA Family Office, LLC1,924$384K0.04%-313F-HRTimeline
DF DENT & CO INC1,910$381K0.01%013F-HRTimeline
DOLIVER ADVISORS, LP1,909$381K0.1%013F-HRTimeline
Oldfather Financial Services, LLC1,909$381K0.11%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC1,907$381K0.07%-33713F-HRTimeline
Verdence Capital Advisors LLC1,902$380K0.02%+3513F-HRTimeline
Centurion Wealth Management LLC1,902$380K0.08%-213F-HRTimeline
V2 Financial group LLC1,900$379K0.19%013F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV1,898$379K0.18%-21713F-HRTimeline
Key Financial Inc1,896$379K0.07%-8013F-HRTimeline
Nilsine Partners, LLC1,895$378K0.03%013F-HRTimeline
Novak & Powell Financial Services, Inc.1,894$378K0.2%013F-HRTimeline
GWN SECURITIES INC.1,891$378K0.08%-1,15013F-HRTimeline
RESOLUTE CAPITAL, LLC1,891$378K0.16%13F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD1,890$377K0.06%13F-HRTimeline
Transcendent Capital Group LLC1,884$376K0.17%-2513F-HRTimeline
Quadcap Wealth Management, LLC1,881$376K0.04%013F-HRTimeline
Anchor Investment Management, LLC1,878$375K0.03%-3013F-HRTimeline
SOA Wealth Advisors, LLC.1,875$374K0.06%+113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,873$374K<0.01%013F-HRTimelineGroup
Composition Wealth, LLC1,867$373K0.01%013F-HRTimeline
Gryphon Financial Partners LLC1,865$372K0.04%-52613F-HRTimeline
Hopwood Financial Services, Inc.1,860$371K0.26%013F-HRTimeline
Soundwatch Capital LLC1,858$371K0.06%+17113F-HRTimeline
THEORY FINANCIAL LLC1,842$371K0.12%+6913F-HRTimeline
Edgestream Partners, L.P.1,851$370K0.01%-25113F-HRTimeline
Confluence Wealth Services, Inc.1,842$368K0.02%-98613F-HRTimeline
Headlands Technologies LLC1,834$366K0.03%+77013F-HRTimeline
Human Investing LLC1,834$366K0.05%-1913F-HRTimeline
Roble, Belko & Company, Inc1,835$366K0.05%-9213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,831$366K0.02%-5913F-HRTimeline
Midwest Heritage Bank, FSB1,830$366K0.13%-11713F-HRTimeline
BCS Wealth Management1,824$364K0.04%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC1,821$364K0.08%-1513F-HRTimeline
Revolve Wealth Partners, LLC1,818$363K0.04%013F-HRTimeline
Peak Planning Group, LLC1,814$362K0.1%013F-HRTimeline
POTENTIA WEALTH1,811$362K0.13%-2113F-HRTimeline
3Chopt Investment Partners, LLC1,810$361K0.08%013F-HRTimeline
Widmann Financial Services, Inc.1,800$359K0.22%-20013F-HRTimeline
Granite Bay Wealth Management, LLC1,800$359K0.09%013F-HRTimeline
Bravera Wealth1,796$359K0.18%13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,787$357K0.01%-95613F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,782$356K0.14%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,779$355K0.03%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,779$355K<0.01%+66813F-HRTimeline
Independent Advisor Alliance1,778$355K0.01%+15213F-HRTimeline
Berman McAleer LLC1,775$354K0.05%013F-HRTimeline
SteelPeak Wealth, LLC1,766$353K0.01%-1,23113F-HRTimeline
Gradient Capital Advisors, LLC1,760$351K0.09%013F-HRTimeline
Belpointe Asset Management LLC1,745$348K0.01%+2313F-HRTimeline
EVERPAR ADVISORS LLC1,736$347K0.13%-2,76513F-HRTimeline
Sound Income Strategies, LLC1,721$344K0.02%-42313F-HRTimeline
Mandatum Life Insurance Co Ltd1,722$344K0.08%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,700$339K0.03%013F-HRTimeline
Richmond Investment Services, LLC1,700$339K0.06%-1,19613F-HRTimeline
Madden Advisory Services, Inc.1,699$339K0.14%-27913F-HRTimeline
Tranquility Partners, LLC1,698$339K0.12%013F-HRTimeline
Reflection Asset Management1,676$338K0.24%13F-HRTimeline
Plante Moran Financial Advisors, LLC1,680$335K0.02%-31613F-HRTimeline
MMA ASSET MANAGEMENT LLC1,680$335K0.12%-1,68013F-HRTimeline
FIRST HORIZON CORP1,679$335K0.01%+1,67213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,672$334K0.04%-7213F-HRTimeline
Genesee Capital Advisors, LLC1,670$333K0.13%new13F-HRTimeline
Center For Asset Management LLC1,669$333K0.17%+6013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC1,667$333K0.03%+33913F-HRTimelineGroup
Elevated Capital Advisors, LLC1,665$333K0.08%-4813F-HRTimeline
Daviman Financial, LLC1,658$331K0.19%13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC1,648$329K<0.01%-35113F-HRTimelineGroup
BIP Wealth, LLC1,643$328K0.01%+2813F-HRTimeline
HM PAYSON & CO1,640$327K<0.01%013F-HRTimeline
Hobart Private Capital, LLC1,634$326K0.06%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC1,634$326K0.1%013F-HRTimeline
Flower City Capital1,620$323K0.16%013F-HRTimeline
Shelter Rock Management, LLC1,619$323K0.32%13F-HRTimeline
Provident Wealth Management, LLC1,616$323K0.1%013F-HRTimeline
Ariadne Wealth Management, LP1,686$322K0.13%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,606$321K0.06%-13313F-HRTimelineGroup
Klingman & Associates, LLC1,601$320K0.02%013F-HRTimeline
Betterment LLC1,597$319K<0.01%-9013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV1,591$318K0.06%013F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC1,537$309K0.27%13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.1,548$309K<0.01%013F-HRTimelineGroup
Simplicity Wealth,LLC1,546$309K0.02%-54813F-HRTimeline
Physician Wealth Advisors, Inc.1,541$308K0.04%+21513F-HRTimeline
Strategic Wealth Partners, Ltd.1,539$307K0.02%-9213F-HRTimeline
HHM Wealth Advisors, LLC1,538$307K0.04%+913F-HRTimeline
CORRADO ADVISORS, LLC1,537$307K0.15%013F-HRTimeline
Objective Capital Management, LLC1,532$306K0.31%013F-HRTimeline
Campion Asset Management1,530$306K0.21%013F-HRTimeline
Firestone Capital Management1,530$305K0.06%013F-HRTimeline
Legacy Financial Group LLC1,600$305K0.04%-21113F-HRTimeline
Thoma Capital Management LLC1,514$302K0.17%-22713F-HRTimeline
71 West Capital Partners1,511$302K0.01%13F-HRTimeline
Bonfire Financial1,510$302K0.23%013F-HRTimeline
Larson Financial Group LLC1,502$300K0.01%+8113F-HRTimeline
Valtinson Bruner Financial Planning LLC1,500$300K0.09%-2713F-HRTimeline
GM Advisory Group, LLC1,488$297K0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,488$297K0.03%new13F-HRTimelineGroup
DecisionMap Wealth Management, LLC1,481$296K0.18%-7,04013F-HRTimeline
Ironwood Investment Counsel, LLC1,475$295K0.04%+15513F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,470$294K0.04%-10013F-HRTimeline
BlackDiamond Wealth Management, LLC1,488$292K0.14%-213F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC1,455$291K0.29%13F-HRTimeline
Cambria Investment Management, L.P.1,454$290K0.02%new13F-HRTimeline
Midwest Capital Advisors, LLC1,451$290K0.14%-2,82413F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,448$289K0.07%013F-HRTimelineGroup
Balentine LLC1,437$287K0.01%013F-HRTimeline
Main Street Group, LTD1,437$287K0.1%+40813F-HRTimeline
Werba Rubin Papier Wealth Management1,433$286K0.08%+113F-HRTimeline
WHITE PINE CAPITAL LLC1,432$286K0.08%013F-HRTimeline
MCDONALD PARTNERS LLC1,425$285K0.09%new13F-HRTimeline
IVC Wealth Advisors LLC1,420$284K0.12%013F-HRTimeline
Third View Private Wealth, LLC1,419$283K0.04%13F-HRTimeline
GKV Capital Management Co., Inc.1,416$283K0.11%013F-HRTimeline
Sage Mountain Advisors LLC1,412$282K0.01%013F-HRTimeline
INSIGHT 2811, INC.1,410$282K0.12%013F-HRTimeline
Peachtree Investment Partners, LLC1,407$281K0.09%013F-HRTimeline
Peak Financial Management, Inc.1,406$281K0.07%-913F-HRTimeline
Leo Wealth, LLC1,405$281K0.02%new13F-HRTimeline
KTF INVESTMENTS, LLC1,400$280K0.05%13F-HRTimeline
Summit Wealth Group, LLC1,392$278K0.06%-713F-HRTimeline
COZAD ASSET MANAGEMENT INC1,390$278K0.02%013F-HRTimeline
Bell Bank1,390$278K0.01%013F-HRTimeline
Northwest Capital Management Inc1,389$277K1.2%-39413F-HRTimeline
Beverly Hills Private Wealth, LLC1,378$275K0.05%013F-HR/ATimeline
Advocacy Wealth Management, LLC1,377$275K0.01%-39213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,375$275K<0.01%-6113F-HRTimeline
FOCUSED ALPHA, LLC1,373$274K0.08%13F-HRTimeline
Verum Partners LLC1,371$274K0.06%013F-HRTimeline
Claro Advisors Inc.1,368$273K0.04%+6313F-HRTimeline
Janney Capital Management LLC1,360$272K0.02%013F-HRTimeline
BLALOCK WILLIAMS, LLC1,360$272K0.22%-7813F-HRTimeline
Tarbox Family Office, Inc.1,348$269K0.04%013F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC1,343$268K0.25%13F-HRTimeline
DDFG, Inc1,326$265K0.06%013F-HRTimeline
Legacy Wealth Partners, LLC1,324$264K0.07%13F-HRTimeline
IMZ Advisory Inc1,317$263K0.1%-98013F-HRTimeline
DUTCH ASSET Corp1,313$262K0.2%13F-HRTimeline
Allegheny Financial Group1,310$262K0.04%013F-HRTimeline
Seneca House Advisors1,308$261K0.1%013F-HRTimeline
Hutchens & Kramer Investment Management…1,303$260K0.09%-7613F-HRTimeline
MBL Wealth, LLC1,287$257K0.02%-4213F-HRTimeline
Mascagni Wealth Management, Inc.1,287$257K0.19%013F-HRTimeline
Adirondack Capital Advisors, LLC1,284$256K0.17%13F-HRTimeline
First Financial Bankshares Inc1,278$255K0.01%-49513F-HRTimeline
Waldron Private Wealth LLC1,272$254K0.01%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,266$253K0.01%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,263$252K0.02%-1,24013F-HRTimeline
SFMG, LLC1,260$252K0.02%013F-HRTimeline
Portus Wealth Advisors, LLC1,260$252K0.24%013F-HRTimeline
KELLY FINANCIAL GROUP LLC1,251$250K0.06%-4913F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,245$249K0.03%013F-HRTimeline
Xcelsior Advisor Partners LLC1,241$248K0.12%13F-HRTimeline
Patten Group, Inc.1,238$247K0.05%-25613F-HRTimeline
Fiduciary Alliance LLC1,237$247K0.02%+7313F-HRTimeline
CENTRAL TRUST Co1,237$247K<0.01%-5413F-HRTimeline
FARMERS TRUST CO1,233$246K0.04%new13F-HRTimeline
DSG Capital Advisors, LLC1,220$244K0.04%new13F-HRTimeline
River Wealth Advisors LLC1,217$243K0.03%013F-HRTimeline
Everhart Financial Group, Inc.1,214$242K0.02%-57013F-HRTimeline
ROCKLAND TRUST CO1,212$242K0.01%-62313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,210$242K0.02%-17113F-HRTimelineGroup
Parkshore Wealth Management, Inc.1,204$240K0.09%013F-HRTimeline
Broussard Financial Group LLC1,201$240K0.19%13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,200$240K0.01%013F-HRTimeline
Mesirow Financial Investment Management…1,200$240K<0.01%013F-HRTimeline
Paragon Capital Management Ltd1,200$240K0.05%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.1,200$240K0.02%new13F-HRTimelineGroup
Live Oak Investment Partners1,200$240K0.15%new13F-HRTimeline
WEALTH EFFECTS LLC1,200$240K0.08%-1513F-HRTimeline
Omega Financial Group, LLC1,197$239K0.08%-713F-HRTimeline
Evanson Asset Management, LLC1,196$239K0.01%+1613F-HRTimeline
NFSG Corp1,193$238K0.04%+7513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,192$238K0.01%+4613F-HRTimeline
Altura Wealth Advisors Inc.1,187$237K0.1%013F-HRTimeline
Quartz Partners, LLC1,187$237K0.09%-2313F-HRTimeline
JGP Wealth Management, LLC1,182$236K0.02%+113F-HRTimeline
BNC WEALTH MANAGEMENT, LLC1,173$234K0.06%013F-HRTimeline
Madrona Financial Services, LLC1,160$232K0.05%new13F-HRTimeline
Sava Infond d.o.o.1,160$232K0.03%013F-HRTimeline
Capstone Financial Advisors, Inc.1,158$231K0.01%013F-HRTimeline
Guidance Point Advisors, LLC1,156$231K0.05%-6213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,150$230K0.07%013F-HRTimeline
KLCM Advisors, Inc.1,145$229K0.02%new13F-HRTimeline
UPTICK PARTNERS, LLC1,144$228K0.05%new13F-HRTimeline
One Day In July LLC1,144$228K0.02%013F-HRTimeline