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Disclosery

IYW ISHARES TR

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SHS (fund)

1,286 managers (1,302 13F filers) reported a position in IYW shares at 2026-06-30, 51,849,296 shares in all. 160 filers opened a position and 47 filers sold out during the quarter.

Managers
1,286
13F filers
1,302
New
160
Added
279
Reduced
492
Sold out
47
Shares held by filers
51,849,296

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Wealth Management Partners, LLC1,072$270K0.06%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,066$269K0.01%-20013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC1,066$269K0.04%new13F-HRTimeline
DV Trading LLC1,061$268K0.02%new13F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,058$267K0.04%new13F-HRTimeline
Koss-Olinger Consulting, LLC1,050$265K0.02%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC1,050$265K0.02%new13F-HRTimeline
NDWM LLC1,045$264K0.15%new13F-HRTimeline
Almanack Investment Partners, LLC.1,040$262K0.03%new13F-HRTimeline
RHS Financial, LLC1,039$262K0.11%new13F-HRTimeline
Evergreen Advisors, LLC1,038$262K0.06%013F-HRTimeline
OPINICUS CAPITAL, INC.1,038$262K0.14%new13F-HRTimeline
Hobart Private Capital, LLC1,036$261K0.04%-36613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,027$259K<0.01%-16013F-HRTimeline
Zullo Investment Group, Inc.1,017$257K0.09%new13F-HRTimeline
American Trust1,016$256K0.02%new13F-HRTimeline
BANK OF NOVA SCOTIA TRUST COin group BANK OF NOVA SCOTIA1,011$255K0.02%new13F-HRTimelineGroup
First Bancorp, Inc /ME/1,010$255K0.1%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd1,007$254K0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,007$254K0.01%+113F-HRTimelineGroup
Ground Swell Capital, LLC1,001$252K0.27%new13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC1,000$252K0.06%new13F-HRTimeline
SUCCESSION FINANCIAL, INC.1,000$252K0.24%13F-HRTimeline
WASHINGTON TRUST Co997$251K0.01%new13F-HRTimeline
Destiny Capital Corp/CO984$248K0.12%new13F-HRTimeline
Finer Wealth Management, Inc.984$248K0.11%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC983$248K0.03%13F-HRTimeline
InTrack Investment Management Inc983$248K0.12%-1,22213F-HRTimeline
Aldebaran Financial Inc.978$247K0.2%new13F-HRTimeline
IAG Wealth Partners, LLC978$247K0.02%013F-HRTimeline
Powers Advisory Group, LLC975$246K0.08%new13F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC970$245K0.13%13F-HRTimeline
Burns Matteson Capital Management, LLC960$242K0.08%new13F-HRTimeline
Athena Investment Management960$242K0.14%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC959$242K0.01%013F-HRTimeline
White Lighthouse Investment Management …947$239K0.03%new13F-HRTimeline
Clearwater Capital Advisors, LLC945$238K0.02%new13F-HRTimeline
Athena Wealth Management, LLC942$238K0.18%new13F-HRTimeline
Caitlin John, LLC942$238K0.13%013F-HRTimeline
Pacific Sun Financial Corp940$237K0.1%new13F-HRTimeline
Hurley Capital, LLC937$236K0.12%013F-HRTimeline
NOVUS ADVISORS, LLC936$236K0.49%new13F-HRTimeline
DUTCH ASSET Corp927$234K0.12%-18613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC926$234K0.01%-1,86213F-HRTimeline
Drucker Wealth 3.0, LLC921$232K0.04%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC921$232K0.01%new13F-HRTimeline
Tannin Capital LLC920$232K0.15%new13F-HRTimeline
BLALOCK WILLIAMS, LLC919$232K0.15%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC907$229K0.01%new13F-HRTimeline
NOVEM GROUP904$228K0.02%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC934$227K0.04%new13F-HRTimelineGroup
Hexagon Capital Partners LLC900$227K0.03%new13F-HRTimeline
Cherry Tree Wealth Management, LLC889$224K0.04%+113F-HRTimeline
Pure Financial Advisors, LLC887$224K<0.01%new13F-HRTimeline
Round Rock Advisors LLC883$223K0.03%new13F-HRTimeline
River Street Advisors LLC882$222K0.07%new13F-HRTimeline
Fonville Wealth Management LLC880$222K0.04%new13F-HRTimeline
Chemistry Wealth Management LLC875$221K0.04%new13F-HRTimeline
Three Magnolias Financial Advisors, LLC875$221K0.12%new13F-HRTimeline
Journey Advisory Group, LLC870$219K0.02%new13F-HRTimeline
FF Advisors,LLC867$219K0.08%new13F-HRTimeline
Pathway Financial Advisors LLC896$218K0.03%new13F-HRTimeline
Arlington Capital Management, Inc.863$218K0.14%new13F-HRTimeline
GGM Financial LLC863$218K0.08%-4113F-HRTimeline
Capital Advantage, Inc.863$218K0.03%new13F-HRTimeline
United Asset Strategies, Inc.850$214K0.02%new13F-HRTimeline
Invera Wealth Advisors, LLC850$214K0.11%new13F-HRTimeline
SIMA Wealth Partners, LLC850$214K0.15%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.848$214K<0.01%new13F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…847$214K0.01%new13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC844$213K0.06%new13F-HRTimeline
Selective Wealth Management, Inc.890$213K0.06%new13F-HRTimeline
First County Bank /CT/841$212K0.1%new13F-HRTimeline
Gilbert Capital Group, Inc.834$210K0.15%new13F-HRTimeline
SYM FINANCIAL Corp833$210K0.02%+37913F-HRTimeline
Peachtree Investment Partners, LLC829$209K0.07%+2513F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC828$209K0.03%new13F-HRTimeline
Hartford Financial Management Inc.823$208K0.05%+27613F-HRTimeline
Nadler Financial Group, Inc.820$207K0.02%new13F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC816$206K0.03%new13F-HRTimeline
Summit Trail Advisors, LLC816$206K<0.01%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…816$206K0.06%new13F-HRTimeline
Richardson Capital Management LLC815$206K0.09%013F-HRTimeline
Wealth Group Ltd812$205K0.04%new13F-HRTimeline
CATHY PARETO & ASSOCIATES, INC811$205K0.12%new13F-HRTimeline
Private Wealth Partners, LLC810$204K0.01%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC802$202K0.03%new13F-HRTimeline
Welch & Forbes LLC800$202K<0.01%new13F-HRTimeline
CAPITAL ADVISORS INC/OK800$202K<0.01%new13F-HRTimeline
PENINSULA ASSET MANAGEMENT INC800$202K0.1%new13F-HRTimeline
Bank Pictet & Cie (Europe) AG800$202K<0.01%new13F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC800$202K0.02%new13F-HRTimeline
AMG National Trust Bank800$202K<0.01%new13F-HRTimeline
Evercore Wealth Management, LLC800$202K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC800$202K0.01%-1,63813F-HRTimeline
Goelzer Investment Management, Inc.800$202K0.01%new13F-HRTimeline
Legacy Advisors, LLC800$202K0.02%new13F-HRTimeline
Praetorian Wealth Management, Inc.800$202K0.03%new13F-HRTimeline
New Republic Capital, LLC764$193K0.04%013F-HRTimeline
Physician Wealth Advisors, Inc.747$188K0.02%-11213F-HRTimeline
Caldwell Trust Co733$185K0.01%013F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC724$183K0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC748$182K<0.01%+2813F-HRTimeline
Regatta Research & Money Management719$181K0.17%13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…702$177K0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT700$177K<0.01%-20013F-HRTimeline
Fourth Dimension Wealth, LLC700$177K0.06%-40013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC657$166K0.04%013F-HRTimeline
Synergy Investment Management, LLC656$166K0.04%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST655$165K0.01%013F-HRTimeline
ADIRONDACK TRUST CO654$165K0.05%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC650$164K<0.01%013F-HRTimeline
CoreFirst Bank & Trust650$164K0.08%-15013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …660$161K<0.01%new13F-HRTimelineGroup
Bollard Group LLC625$158K<0.01%new13F-HRTimeline
Wells Financial Advisors INC625$158K1.46%013F-HRTimeline
Greykasell Wealth Strategies, Inc.622$157K0.06%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV615$155K0.05%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC605$153K0.05%013F-HRTimeline
MTM Investment Management, LLC600$151K0.04%013F-HRTimeline
Align Financial, LLC600$151K0.08%013F-HRTimeline
Truvestments Capital LLC580$146K0.02%013F-HRTimeline
Davis Capital Management573$145K0.09%+20013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\572$144K<0.01%013F-HRTimelineGroup
Cheviot Value Management, LLC550$139K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO545$137K<0.01%013F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC545$137K0.08%013F-HRTimeline
Continuum Advisory, LLC544$137K0.01%new13F-HRTimeline
CKW FINANCIAL GROUP540$134K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.531$134K<0.01%013F-HRTimelineGroup
LifeSteps Financial, Inc.520$131K0.06%new13F-HRTimeline
NFSG Corp510$129K0.02%-8313F-HRTimeline
Founders Capital Management490$124K0.05%013F-HRTimeline
Newton One Investments LLC479$121K0.03%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…475$120K0.04%+113F-HRTimeline
Crewe Advisors LLC474$120K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC474$120K0.04%-11013F-HRTimeline
MeadowBrook Investment Advisors LLC465$117K0.09%013F-HRTimeline
Stone House Investment Management, LLC462$116K0.02%-60813F-HRTimeline
Aventura Private Wealth, LLC456$115K0.04%-33313F-HRTimeline
Morton Brown Family Wealth, LLC452$114K0.03%013F-HRTimeline
Millstone Evans Group, LLC450$114K0.06%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS450$113K0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc435$110K0.03%+113F-HRTimeline
Keating Financial Advisory Services, In…409$103K0.01%+8013F-HRTimeline
MATHER GROUP, LLC.403$102K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA400$101K0.05%013F-HRTimeline
Biltmore Family Office, LLC400$101K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.400$101K0.02%013F-HRTimeline
BankChampaign, National Association400$101K0.08%013F-HRTimeline
Archer Investment Corp396$99.9K0.02%+33413F-HR/ATimeline
Hamilton Point Investment Advisors, LLC386$97.4K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.382$96.4K0.03%new13F-HRTimeline
BOKF, NAin group BOKF, NA364$91.8K<0.01%-24613F-HRTimelineGroup
Financial Network Wealth Advisors LLC361$91.1K0.09%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…352$88.8K<0.01%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC349$87.9K0.11%013F-HRTimeline
Cordgrass Capital Advisors, LLC344$86.8K0.03%013F-HRTimeline
UMB Bank, n.a.340$85.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Park Place Capital Corp340$85.8K0.01%-813F-HRTimeline
GHP Investment Advisors, Inc.335$84.5K<0.01%013F-HRTimeline
Realta Investment Advisors335$84.5K0.03%-1713F-HRTimeline
Cornerstone Planning Group LLC345$84K0.01%-113F-HRTimeline
MCF Advisors LLC312$78.7K<0.01%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC308$77.7K<0.01%-66013F-HRTimeline
Lodestone Wealth Management LLC294$74.2K0.03%-1513F-HRTimeline
Clark Wealth Partners293$73.9K0.04%013F-HRTimeline
Bay Harbor Wealth Management, LLC291$73.5K0.02%013F-HRTimeline
Dunhill Financial, LLC286$72.3K0.01%-10013F-HRTimeline
Lloyd Advisory Services, LLC.279$70.3K0.03%+11913F-HRTimeline
GoalVest Advisory LLC270$68.1K0.01%013F-HRTimeline
Leo H. Evart, Inc.270$68.1K0.05%013F-HRTimeline
Atomic Invest LLC275$67.7K0.01%-313F-HRTimeline
Forum Finance Group S.A.321$65K0.02%013F-HRTimeline
SJS Investment Consulting Inc.235$59.3K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp235$59.3K<0.01%013F-HRTimelineGroup
Meramec Financial Planners, LLC244$57.2K0.02%+113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.219$55.2K0.01%+21713F-HRTimeline
Grove Bank & Trust218$55K0.01%new13F-HRTimeline
First Command Advisory Services, Inc.216$54.4K<0.01%-15513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/214$54K0.02%013F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise208$53K<0.01%new13F-HRTimelineGroup
FINANCIAL CONSULATE, INC207$52.2K0.01%013F-HRTimeline
Beacon Financial Strategies CORP205$51.7K0.03%013F-HRTimeline
Sankala Group LLC206$51.4K0.03%+10013F-HRTimeline
Nalls Sherbakoff Group, LLC200$50.4K0.04%013F-HRTimeline
HOEY INVESTMENTS, INC190$47.9K0.01%013F-HRTimeline
Tidemark, LLC190$47.9K0.01%013F-HRTimeline
Downshift Financial, LLC186$46.9K0.02%new13F-HRTimeline
Capital Advisor Network LLC180$45.4K0.06%-1713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.172$43K<0.01%-1613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Citizens National Bank Trust Department170$42.9K0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC168$42.4K0.01%new13F-HRTimeline
SOFI WEALTH, LLC167$42K<0.01%-11313F-HRTimeline
Collier Financial163$41.1K0.03%-1213F-HRTimeline
TSFG, LLC164$41K0.01%013F-HRTimeline
Kingdom Financial Group LLC.160$40.4K0.01%013F-HRTimeline
Bangor Savings Bank158$39.9K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC157$39.6K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.156$39.5K0.03%013F-HRTimeline