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Disclosery

IYW ISHARES TR

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SHS (fund)

1,141 managers (1,152 13F filers) reported a position in IYW shares at 2024-12-31, 79,943,638 shares in all. 54 filers opened a position and 43 filers sold out during the quarter.

Managers
1,141
13F filers
1,152
New
54
Added
367
Reduced
400
Sold out
43
Shares held by filers
79,943,638

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Hemington Wealth Management985$157K0.04%013F-HRTimeline
IAG Wealth Partners, LLC978$156K0.03%013F-HRTimeline
Hurley Capital, LLC936$152K0.12%13F-HRTimeline
Cape Investment Advisory, Inc.950$152K0.06%-15313F-HRTimeline
Founders Capital Management949$151K0.1%013F-HRTimeline
SIGNATUREFD, LLC948$151K<0.01%-6313F-HRTimeline
Caitlin John, LLC942$150K0.1%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS938$150K0.07%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC919$147K0.01%+27113F-HRTimeline
SIMA Wealth Partners, LLC900$144K0.12%013F-HRTimeline
Hanson & Doremus Investment Management896$143K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC888$142K0.04%-31513F-HRTimeline
FLP Wealth Management, LLC822$131K0.34%13F-HRTimeline
REAP Financial Group, LLC816$130K0.03%-2213F-HRTimeline
Hexagon Capital Partners LLC815$130K0.02%-2513F-HRTimeline
Caldwell Trust Co783$125K0.01%+2313F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC776$124K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…775$124K<0.01%-20,38113F-HRTimelineGroup
BOKF, NAin group BOKF, NA765$121K<0.01%013F-HRTimelineGroup
Centricity Wealth Management, LLC748$119K0.11%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC720$115K<0.01%013F-HRTimeline
Zions Bancorporation, N.A.702$112K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC691$110K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arlington Trust Co LLCin group Arlington Trust Co LLC688$110K0.02%013F-HRTimelineGroup
Continuum Advisory, LLC673$107K0.01%+1313F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC691$104K0.07%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC646$103K0.01%013F-HRTimelineGroup
Fortitude Family Office, LLC624$99.5K0.04%013F-HRTimeline
Union Bancaire Privee, UBP SA770$99.1K<0.01%13F-HR/ATimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV607$96.8K0.04%013F-HRTimeline
MTM Investment Management, LLC607$96.8K0.04%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC604$96.3K0.04%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT600$96K<0.01%-60013F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.588$93.8K0.01%-9613F-HRTimelineGroup
Truvestments Capital LLC580$92.5K0.02%-713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO545$86.9K<0.01%013F-HRTimelineGroup
CKW FINANCIAL GROUP540$86K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.531$84.8K<0.01%-45613F-HRTimelineGroup
Medallion Wealth Advisors, LLC568$81.2K0.04%13F-HRTimeline
Cornerstone Planning Group LLC504$79.1K0.02%+313F-HRTimeline
Coppell Advisory Solutions LLC485$78.1K0.01%+5113F-HRTimeline
Newton One Investments LLC478$76.2K0.03%new13F-HRTimeline
PSI Advisors, LLC463$73.9K0.02%+12313F-HRTimeline
Creekmur Asset Management LLC460$73.4K0.02%013F-HRTimeline
WINTRUST INVESTMENTS LLC460$73K0.06%-18013F-HRTimeline
Aventura Private Wealth, LLC456$72.7K0.04%13F-HRTimeline
Glass Jacobson Investment Advisors llc456$72.7K0.02%+4113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SYM FINANCIAL Corp453$72.3K0.01%013F-HRTimeline
Element Wealth, LLC451$72K0.04%+17513F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC442$70.5K0.03%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…412$65.7K0.02%013F-HRTimeline
ADIRONDACK TRUST CO402$64.1K0.02%013F-HRTimeline
WEST PACES ADVISORS INC.400$63.8K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/396$63.2K0.03%013F-HRTimelineGroup
Cordgrass Capital Advisors, LLC394$62.9K0.02%013F-HRTimeline
Davis Capital Management388$61.9K0.05%-4113F-HRTimeline
Dunhill Financial, LLC386$61.6K0.03%+25013F-HRTimeline
Hamilton Point Investment Advisors, LLC386$61.6K0.01%013F-HRTimeline
China Universal Asset Management Co., L…380$60.6K0.01%+37913F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P369$59K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC361$57.6K0.11%013F-HRTimeline
Realta Investment Advisors352$57.2K0.02%-20013F-HRTimeline
Van Hulzen Asset Management, LLC351$55.9K<0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC350$55.8K0.01%-1113F-HRTimeline
Belvedere Trading LLC345$55K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.335$53.4K<0.01%013F-HRTimeline
Atala Financial Inc325$51.8K0.04%13F-HRTimeline
Arax Advisory Partners296$47.2K<0.01%+9013F-HRTimeline
Avion Wealth300$47K0.01%new13F-HRTimeline
Balentine LLC293$46.7K<0.01%013F-HRTimeline
Pacifica Partners Inc.280$44.7K0.02%013F-HRTimeline
TrinityBridge Ltd275$44K<0.01%013F-HRTimeline
GoalVest Advisory LLC270$43.1K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp260$41.5K<0.01%-6013F-HRTimelineGroup
Activest Wealth Management251$40K0.01%-9413F-HRTimeline
Headlands Technologies LLC248$39.6K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS242$38.6K<0.01%-90113F-HRTimelineGroup
Future Financial Wealth Managment LLC240$38.3K0.03%-56513F-HRTimeline
FIL Ltdin group FIL Ltd233$37.2K<0.01%013F-HRTimelineGroup
Brooklyn Investment Group199$31.7K0.01%+9113F-HRTimeline
Richardson Capital Management LLC198$31.6K0.02%-2013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC197$31.4K<0.01%-8113F-HRTimeline
Tidemark, LLC193$30.8K0.01%013F-HRTimeline
Park Place Capital Corp164$26.2K0.01%013F-HRTimeline
TSFG, LLC164$26K0.01%+413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP152$24.2K<0.01%+6013F-HRTimelineGroup
Sanctuary Wealth Management, L.L.C.152$24.2K0.02%013F-HRTimeline
JDM Financial Group LLC151$24.1K0.01%013F-HRTimeline
CITY HOLDING CO150$23.9K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton128$20.4K0.01%+3313F-HRTimeline
EPG Wealth Management LLC126$20.1K0.01%013F-HRTimeline
Investors Research Corp123$19.6K<0.01%-8213F-HRTimeline
Joseph Group Capital Management106$16.9K0.01%013F-HRTimeline
Morse Asset Management, Inc100$16K<0.01%013F-HRTimeline
Beacon Capital Management, LLC94$15K<0.01%-913F-HRTimeline
AMERICAN NATIONAL BANK & TRUST92$14.7K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC92$14.7K0.01%013F-HRTimeline
MCF Advisors LLC91$14.5K<0.01%-3413F-HRTimeline
ALBION FINANCIAL GROUP /UT87$13.9K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC85$13.6K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.82$13.1K<0.01%-1513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC82$13.1K0.01%+6713F-HRTimeline
Castleview Partners, LLC74$11.8K0.01%013F-HR/ATimeline
Slocum, Gordon & Co LLP68$10.8K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC67$10.7K<0.01%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC67$10.7K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC66$10.5K0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP64$10K<0.01%+3213F-HRTimelineGroup
Archer Investment Corp56$8.94K<0.01%+1013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT52$8.31K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC52$8.29K0.01%13F-HRTimeline
Smithfield Trust Co47$8K<0.01%013F-HRTimeline
Evergreen Private Wealth LLC45$7.24K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC45$7.18K<0.01%new13F-HRTimeline
Colony Family Offices, LLC44$7.02K<0.01%new13F-HRTimeline
Glassman Wealth Services42$6.7K<0.01%new13F-HRTimeline
Roxbury Financial LLC40$6.4K0.01%13F-HRTimeline
COUNTRY TRUST BANK38$6.06K<0.01%013F-HRTimeline
Park Square Financial Group, LLC34$5.42K<0.01%13F-HRTimeline
POM Investment Strategies, LLC31$4.95K<0.01%-2613F-HRTimeline
Lindbrook Capital, LLC27$4.31K<0.01%-11213F-HRTimeline
Decker Retirement Planning Inc.21$3.35K<0.01%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC19$3.03K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.16$3K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC18$2.87K<0.01%013F-HRTimeline
Modus Advisors, LLC16$2.55K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC15$2.4K<0.01%+613F-HRTimeline
AFFINITY WEALTH LLC13$2.07K<0.01%13F-HRTimeline
AllSquare Wealth Management LLC10$1.59K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co9$1.44K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust8$1.3K<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI8$1.28K<0.01%013F-HRTimeline
Bogart Wealth, LLC8$1.28K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.7$1.19K0.11%-7,27913F-HRTimeline
OAKWORTH CAPITAL, INC.7$1.12K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.4$639<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC4$638<0.01%013F-HRTimeline
Abound Wealth Management3$479<0.01%new13F-HRTimeline
Householder Group Estate & Retirement S…4$00%-21,85113F-HRTimelineValue filed as zero, left out of ratios.
Global Wealth Strategies & Associates0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Legacy Financial Group LLC33,343$5.32B-1,94513F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.