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Disclosery

IYW ISHARES TR

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SHS (fund)

1,170 managers (1,184 13F filers) reported a position in IYW shares at 2026-03-31, 50,635,981 shares in all. 59 filers opened a position and 129 filers sold out during the quarter.

Managers
1,170
13F filers
1,184
New
59
Added
255
Reduced
522
Sold out
129
Shares held by filers
50,635,981

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Hopwood Financial Services, Inc.1,860$337K0.23%013F-HRTimeline
Wealth Quarterback LLC1,856$337K0.13%-8,64413F-HRTimeline
Anchor Investment Management, LLC1,849$335K0.03%-2913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,847$335K0.03%+6813F-HRTimeline
Roble, Belko & Company, Inc1,835$333K0.04%013F-HRTimeline
Human Investing LLC1,834$333K0.05%013F-HRTimeline
PLANNING DIRECTIONS INC1,830$332K0.17%-78113F-HRTimeline
Composition Wealth, LLC1,825$331K<0.01%-4213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,823$331K<0.01%-1,21113F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC1,821$330K0.07%013F-HRTimeline
MCDONALD PARTNERS LLC1,819$330K0.08%+39413F-HRTimeline
Peak Planning Group, LLC1,814$329K0.09%013F-HRTimeline
3Chopt Investment Partners, LLC1,810$328K0.08%013F-HRTimeline
SteelPeak Wealth, LLC1,806$328K0.01%+4013F-HRTimeline
Storen Legacy Partners, LLC1,806$328K0.1%new13F-HRTimeline
Summit Financial Consulting LLC1,803$327K0.23%-37,10113F-HRTimeline
Polaris Investment Advisors, LLC1,801$327K0.24%-20613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,800$327K<0.01%new13F-HRTimelineGroup
ELCO Management Co., LLC1,800$327K0.16%new13F-HRTimeline
Widmann Financial Services, Inc.1,800$327K0.19%013F-HRTimeline
Granite Bay Wealth Management, LLC1,800$327K0.07%013F-HRTimeline
Bravera Wealth1,796$326K0.15%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,787$324K0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,785$324K0.02%-4613F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,782$323K0.11%013F-HRTimeline
Berman McAleer LLC1,775$322K0.04%013F-HRTimeline
Gryphon Financial Partners LLC1,770$321K0.03%-9513F-HRTimeline
Betterment LLC1,772$321K<0.01%+17513F-HRTimeline
One Capital Management, LLC1,765$320K0.01%-1,03613F-HRTimeline
Gradient Capital Advisors, LLC1,760$319K0.08%013F-HRTimeline
Atlas Brown,Inc.1,752$318K0.1%-32413F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.1,748$317K0.18%13F-HRTimeline
Center For Asset Management LLC1,747$317K0.16%+7813F-HRTimeline
Sound Income Strategies, LLC1,703$314K0.02%-1813F-HRTimeline
Mandatum Life Insurance Co Ltd1,722$312K0.07%013F-HRTimeline
Three Seasons Wealth, LLC1,709$310K0.12%-47,35613F-HRTimeline
VectorGlobal IAG, Inc.1,701$309K0.08%13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,700$308K0.02%013F-HRTimeline
Tranquility Partners, LLC1,698$308K0.12%013F-HRTimeline
GUIDANCE CAPITAL, INC1,367$308K0.07%-7,28813F-HRTimeline
Plante Moran Financial Advisors, LLC1,690$307K0.02%+1013F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,689$306K0.09%-11,39013F-HRTimeline
Ariadne Wealth Management, LP1,686$306K0.14%013F-HRTimeline
Madden Advisory Services, Inc.1,683$305K0.12%-1613F-HRTimeline
MMA ASSET MANAGEMENT LLC1,680$305K0.11%013F-HRTimeline
Sequent Planning LLC1,674$304K0.07%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,672$303K0.04%013F-HRTimeline
Genesee Capital Advisors, LLC1,669$303K0.13%-113F-HRTimeline
HM PAYSON & CO1,640$298K<0.01%013F-HRTimeline
Flower City Capital1,620$294K0.15%013F-HRTimeline
Shelter Rock Management, LLC1,619$294K0.31%013F-HRTimeline
Provident Wealth Management, LLC1,616$293K0.09%013F-HRTimeline
UPTICK PARTNERS, LLC1,614$293K0.06%+47013F-HRTimeline
Chatterton & Associates Inc.1,501$291K0.2%+39913F-HRTimeline
Klingman & Associates, LLC1,601$290K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,590$288K0.05%-1613F-HRTimelineGroup
Larson Financial Group LLC1,588$288K0.01%+8613F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV1,591$288K0.05%013F-HRTimeline
True Freedom Investing, LLC1,587$288K0.02%-88,52213F-HRTimeline
Beacon Financial Advisory LLC1,580$287K0.06%-39813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,556$282K<0.01%+46013F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC1,553$282K<0.01%-9513F-HRTimelineGroup
A4 Wealth Advisors LLC1,547$281K0.23%-55513F-HRTimeline
Valtinson Bruner Financial Planning LLC1,545$280K0.08%+4513F-HRTimeline
Midwest Heritage Bank, FSB1,543$280K0.09%-28713F-HRTimeline
Daviman Financial, LLC1,543$280K0.17%-11513F-HRTimeline
71 West Capital Partners1,538$279K0.01%+2713F-HRTimeline
CORRADO ADVISORS, LLC1,538$279K0.15%+113F-HRTimeline
Objective Capital Management, LLC1,533$278K0.28%+113F-HRTimeline
Campion Asset Management1,530$278K0.19%013F-HRTimeline
Thoma Capital Management LLC1,522$276K0.16%+813F-HRTimeline
Strategic Wealth Partners, Ltd.1,513$275K0.02%-2613F-HRTimeline
Claro Advisors Inc.1,512$274K0.03%+14413F-HRTimeline
Bonfire Financial1,511$274K0.21%+113F-HRTimeline
DMC Group, LLC1,504$273K0.18%new13F-HRTimeline
Summit Wealth Group, LLC1,501$272K0.06%+10913F-HRTimeline
Verum Partners LLC1,497$272K0.05%+12613F-HRTimeline
5T Wealth, LLC1,496$271K0.11%-63913F-HRTimeline
GM Advisory Group, LLC1,488$270K0.01%013F-HRTimeline
BlackDiamond Wealth Management, LLC1,488$270K0.13%013F-HRTimeline
Rothschild Wealth LLC1,485$269K0.02%-81513F-HRTimeline
Firestone Capital Management1,480$268K0.06%-5013F-HRTimeline
Elevated Capital Advisors, LLC1,478$268K0.07%-18713F-HRTimeline
HHM Wealth Advisors, LLC1,475$268K0.03%-6313F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,470$267K0.04%013F-HRTimeline
XY Planning Network, Inc.1,437$265K0.04%-49713F-HRTimeline
DecisionMap Wealth Management, LLC1,455$264K0.17%-2613F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC1,455$264K0.26%013F-HRTimeline
EVERPAR ADVISORS LLC1,454$264K0.09%-28213F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,448$263K0.06%013F-HRTimelineGroup
Founders Financial Alliance, LLC1,447$263K0.05%+57413F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC1,445$262K0.25%-9213F-HRTimeline
Balentine LLC1,437$261K0.01%013F-HRTimeline
Werba Rubin Papier Wealth Management1,433$260K0.04%013F-HRTimeline
WHITE PINE CAPITAL LLC1,432$260K0.07%013F-HR/ATimeline
Third View Private Wealth, LLC1,426$259K0.04%+713F-HRTimeline
IVC Wealth Advisors LLC1,420$258K0.11%013F-HRTimeline
YHB Investment Advisors, Inc.1,418$257K0.02%new13F-HRTimeline
Sage Mountain Advisors LLC1,412$256K0.02%013F-HRTimeline
INSIGHT 2811, INC.1,410$256K0.11%013F-HRTimeline
Peak Financial Management, Inc.1,406$255K0.06%013F-HRTimeline
Ironwood Investment Counsel, LLC1,402$254K0.04%-7313F-HRTimeline
MSH Capital Advisors LLC1,402$254K0.05%new13F-HRTimeline
Hobart Private Capital, LLC1,402$254K0.05%-23213F-HRTimeline
Leo Wealth, LLC1,394$253K0.02%-1113F-HRTimeline
COZAD ASSET MANAGEMENT INC1,390$252K0.02%013F-HRTimeline
Bell Bank1,390$252K0.01%013F-HRTimeline
Fairvoy Private Wealth, LLC1,382$251K0.06%-1,00313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1,379$250K0.07%-2,11913F-HRTimeline
Soundwatch Capital LLC1,378$250K0.03%-48013F-HRTimeline
Beverly Hills Private Wealth, LLC1,378$250K0.04%013F-HRTimeline
IMZ Advisory Inc1,355$246K0.09%+3813F-HRTimeline
Tarbox Family Office, Inc.1,348$245K0.04%013F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC1,343$244K0.23%013F-HRTimeline
Florida Trust Wealth Management Co1,337$243K0.01%+31213F-HRTimeline
Legacy Financial Group LLC1,332$242K0.03%-26813F-HRTimeline
WealthTrust Asset Management, LLC1,331$241K0.14%+28413F-HRTimeline
Venturi Wealth Management, LLC1,329$241K0.01%-6,16613F-HRTimeline
THEORY FINANCIAL LLC1,328$241K0.08%-51413F-HRTimeline
DDFG, Inc1,326$241K0.05%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,324$240K0.01%-6,98213F-HRTimelineGroup
Allegheny Financial Group1,310$238K0.03%013F-HRTimeline
Seneca House Advisors1,308$237K0.09%013F-HRTimeline
Activest Wealth Management1,300$236K0.04%-14,31513F-HRTimeline
Hutchens & Kramer Investment Management…1,300$236K0.07%-313F-HRTimeline
Balboa Wealth Partners1,293$235K0.04%-14,80113F-HRTimeline
St. Louis Trust Co1,290$234K0.03%new13F-HRTimeline
Mascagni Wealth Management, Inc.1,287$233K0.17%013F-HRTimeline
Adirondack Capital Advisors, LLC1,284$233K0.15%013F-HRTimeline
First Financial Bankshares Inc1,278$232K<0.01%013F-HRTimeline
Waldron Private Wealth LLC1,272$231K0.01%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,266$230K0.01%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,263$229K0.02%013F-HRTimeline
Xcelsior Advisor Partners LLC1,261$229K0.09%+2013F-HRTimeline
SFMG, LLC1,261$229K0.02%+113F-HRTimeline
Portus Wealth Advisors, LLC1,260$229K0.22%013F-HRTimeline
KELLY FINANCIAL GROUP LLC1,252$227K0.06%+113F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,245$226K0.03%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.1,241$225K<0.01%new13F-HRTimelineGroup
Patten Group, Inc.1,238$225K0.04%013F-HRTimeline
CENTRAL TRUST Co1,237$224K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC1,233$224K0.1%-21813F-HRTimeline
POTENTIA WEALTH1,232$224K0.09%-57913F-HRTimeline
DSG Capital Advisors, LLC1,220$221K0.04%013F-HRTimeline
River Wealth Advisors LLC1,217$221K0.03%013F-HRTimeline
Everhart Financial Group, Inc.1,214$220K0.02%013F-HRTimeline
KTF INVESTMENTS, LLC1,212$220K0.04%-18813F-HRTimeline
Live Oak Investment Partners1,208$219K0.13%+813F-HRTimeline
Parkshore Wealth Management, Inc.1,204$218K0.07%013F-HRTimeline
JGP Wealth Management, LLC1,200$218K0.02%+1813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,200$218K0.01%013F-HRTimeline
Mesirow Financial Investment Management…1,200$218K<0.01%013F-HRTimeline
Paragon Capital Management Ltd1,200$218K0.05%013F-HRTimeline
WEALTH EFFECTS LLC1,200$218K0.08%013F-HRTimeline
Omega Financial Group, LLC1,198$217K0.07%+113F-HRTimeline
ROCKLAND TRUST CO1,187$215K0.01%-2513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,187$215K<0.01%-18813F-HRTimeline
Evanson Asset Management, LLC1,180$214K0.01%-1613F-HRTimeline
BNC WEALTH MANAGEMENT, LLC1,173$213K0.06%013F-HRTimeline
Guidance Point Advisors, LLC1,166$212K0.05%+1013F-HRTimeline
Capstone Financial Advisors, Inc.1,159$210K0.01%+113F-HRTimeline
Legacy Wealth Partners, LLC1,151$209K0.05%-17313F-HRTimeline
KLCM Advisors, Inc.1,145$208K0.02%013F-HRTimeline
One Day In July LLC1,144$208K0.02%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,139$207K0.01%-7113F-HRTimelineGroup
Frederick Financial Consultants, LLC1,139$207K0.1%013F-HRTimeline
Altura Wealth Advisors Inc.1,138$206K0.09%-4913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,129$205K<0.01%-6313F-HRTimeline
Clarus Group, Inc.1,120$203K0.07%013F-HRTimeline
Fort Sheridan Advisors LLC1,118$203K0.02%013F-HRTimeline
Broussard Financial Group LLC1,117$203K0.16%-8413F-HRTimeline
Three Cord True Wealth Management, LLC1,115$202K0.11%013F-HRTimeline
DUTCH ASSET Corp1,113$202K0.14%-20013F-HRTimeline
Financial Advisors Network, Inc.1,107$201K0.03%013F-HRTimeline
Fourth Dimension Wealth, LLC1,100$200K0.08%013F-HRTimeline
Front Row Advisors LLC1,094$198K0.07%013F-HRTimeline
IFG Advisory, LLC1,090$198K0.57%-20,60013F-HRTimeline
GW&K Investment Management, LLC1,087$197K<0.01%-513F-HRTimeline
Stone House Investment Management, LLC1,070$194K0.03%-4,55113F-HRTimeline
Evergreen Advisors, LLC1,038$188K0.04%013F-HRTimeline
SIGNATUREFD, LLC1,038$188K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,006$183K0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC978$177K0.02%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC968$176K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC959$174K0.01%+4013F-HRTimeline
Caitlin John, LLC942$171K0.1%013F-HRTimeline
Hurley Capital, LLC937$170K0.09%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC927$168K0.04%new13F-HRTimeline
GGM Financial LLC904$164K0.08%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT900$163K<0.01%+30013F-HRTimeline
EFG International AGin group EFG International AG900$163K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC888$161K0.03%013F-HRTimeline
Physician Wealth Advisors, Inc.859$156K0.02%-68213F-HRTimeline
SIMA Wealth Partners, LLC850$154K0.12%-5013F-HRTimeline
Richardson Capital Management LLC815$148K0.07%-6213F-HRTimeline
Peachtree Investment Partners, LLC804$146K0.06%-60313F-HRTimeline
CoreFirst Bank & Trust800$145K0.08%013F-HRTimeline
Aventura Private Wealth, LLC789$143K0.05%+33313F-HRTimeline
New Republic Capital, LLC764$139K0.05%-11013F-HRTimeline
Missouri Trust & Investment Co750$136K0.04%new13F-HRTimeline