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Disclosery

IYW ISHARES TR

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SHS (fund)

1,091 managers (1,102 13F filers) reported a position in IYW shares at 2025-03-31, 82,173,716 shares in all. 58 filers opened a position and 93 filers sold out during the quarter.

Managers
1,091
13F filers
1,102
New
58
Added
426
Reduced
371
Sold out
93
Shares held by filers
82,173,716

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SYM FINANCIAL Corp453$63.7K0.01%013F-HRTimeline
Collier Financial447$62.7K0.05%-15,27913F-HRTimeline
Clark Wealth Partners424$59.5K0.04%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…412$57.9K0.02%013F-HRTimeline
ADIRONDACK TRUST CO402$56.5K0.02%013F-HRTimeline
FIRST COMMUNITY TRUST NA400$56.2K0.05%new13F-HRTimeline
Biltmore Family Office, LLC400$56.2K0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.400$56.2K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC394$55.3K0.02%013F-HRTimeline
Dunhill Financial, LLC386$54.2K0.02%013F-HRTimeline
Hamilton Point Investment Advisors, LLC386$54.2K0.01%013F-HRTimeline
Global Trust Asset Management, LLC375$52.7K0.03%-1,19013F-HRTimeline
REAP Financial Group, LLC375$52.7K0.01%-44113F-HRTimeline
Davis Capital Management374$52.5K0.04%-1413F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P369$52K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC361$50.7K0.07%013F-HRTimeline
Realta Investment Advisors352$49.4K0.02%013F-HRTimeline
GHP Investment Advisors, Inc.335$47K<0.01%013F-HRTimeline
Avion Wealth300$47K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…328$46.1K0.03%-2,55013F-HRTimeline
Atala Financial Inc325$45.6K0.03%013F-HRTimeline
Arax Advisory Partners314$44.1K<0.01%+1813F-HRTimeline
Tidemark, LLC301$42.3K0.02%+10813F-HRTimeline
Balentine LLC293$41.1K<0.01%013F-HRTimeline
GoalVest Advisory LLC270$37.9K0.01%013F-HRTimeline
Pacifica Partners Inc.280$37.2K0.02%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp260$36.5K<0.01%013F-HRTimelineGroup
Future Financial Wealth Managment LLC240$33.7K0.02%013F-HRTimeline
Accredited Wealth Management, LLC237$33.3K0.03%new13F-HRTimeline
Park Square Financial Group, LLC234$32.9K0.03%+20013F-HRTimeline
TRUST CO OF VERMONT214$30.1K<0.01%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/214$30.1K0.01%-18213F-HRTimelineGroup
Nalls Sherbakoff Group, LLC200$28.1K0.02%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC191$26.8K0.01%-613F-HRTimeline
HOEY INVESTMENTS, INC190$26.7K0.01%new13F-HRTimeline
Park Place Capital Corp164$23K0.01%013F-HRTimeline
TSFG, LLC164$23K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP152$21.3K<0.01%013F-HRTimelineGroup
JDM Financial Group LLC151$21.2K0.01%013F-HRTimeline
CITY HOLDING CO150$21.1K<0.01%013F-HRTimeline
Abound Wealth Management141$19.8K0.01%+13813F-HRTimeline
MassMutual Private Wealth & Trust, FSB137$19.2K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.136$19.1K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC133$18.7K0.01%new13F-HRTimeline
EPG Wealth Management LLC126$17.7K<0.01%013F-HRTimeline
Investors Research Corp123$17.3K<0.01%013F-HRTimeline
Wayfinding Financial, LLC121$17K0.01%new13F-HRTimeline
Joseph Group Capital Management106$14.9K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp102$14.3K0.01%new13F-HRTimeline
Morse Asset Management, Inc100$14K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton95$13.3K<0.01%-3313F-HRTimeline
Beacon Capital Management, LLC94$13.2K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC92$12.9K0.01%013F-HRTimeline
Brooklyn Investment Group91$12.8K<0.01%-10813F-HRTimeline
IMG Wealth Management, Inc.91$12.8K0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC85$11.9K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC82$11.5K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.82$11.5K<0.01%013F-HRTimeline
MCF Advisors LLC81$11.4K<0.01%-1013F-HRTimeline
Slocum, Gordon & Co LLP68$9.55K0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC67$9.41K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC66$9.27K0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP64$9K<0.01%013F-HRTimelineGroup
West Branch Capital LLC60$8.43K<0.01%new13F-HRTimeline
Bogart Wealth, LLC56$7.87K<0.01%+4813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT52$7.32K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC52$7.3K0.01%013F-HRTimeline
Archer Investment Corp46$6.47K<0.01%-1013F-HRTimeline
Evergreen Private Wealth LLC45$6.37K<0.01%013F-HRTimeline
Smithfield Trust Co47$6K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT36$5.06K<0.01%-5113F-HRTimeline
Glassman Wealth Services36$5.06K<0.01%-613F-HRTimeline
Lindbrook Capital, LLC27$3.79K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC19$2.67K<0.01%013F-HRTimelineGroup
Morton Brown Family Wealth, LLC18$2.53K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC15$2.11K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV20$2K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.16$2K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC13$1.83K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC10$1.4K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co9$1.26K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust8$1.14K<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI8$1.12K<0.01%013F-HRTimeline
Costello Asset Management, INC7$985<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.7$983<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…6$842<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.4$562<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC4$562<0.01%013F-HRTimeline
TrinityBridge Ltd275$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-33,61013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-25113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.