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Disclosery

IYW ISHARES TR

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SHS (fund)

1,154 managers (1,167 13F filers) reported a position in IYW shares at 2025-06-30, 79,840,053 shares in all. 131 filers opened a position and 57 filers sold out during the quarter.

Managers
1,154
13F filers
1,167
New
131
Added
332
Reduced
470
Sold out
57
Shares held by filers
79,840,053

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Fiduciary Alliance LLC1,164$202K0.02%new13F-HRTimeline
SIGNATUREFD, LLC1,162$201K<0.01%013F-HRTimeline
Front Row Advisors LLC1,161$201K0.07%-13313F-HRTimeline
Sava Infond d.o.o.1,160$201K0.03%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC1,159$201K0.02%new13F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC1,150$199K0.08%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,094$190K<0.01%+9813F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,314$185K0.07%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,061$184K0.06%+87013F-HRTimeline
Founders Financial Alliance, LLC1,061$184K0.04%-56413F-HRTimeline
Wilmington Savings Fund Society, FSB1,058$183K<0.01%-20213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,056$183K<0.01%-14313F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,056$183K<0.01%-49213F-HRTimelineGroup
Arax Advisory Partners1,032$179K0.01%+71813F-HRTimeline
Main Street Group, LTD1,029$178K0.06%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,020$177K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,006$174K0.01%+36013F-HRTimelineGroup
MGB Wealth Management, LLC984$170K0.06%-64413F-HRTimeline
Hemington Wealth Management985$170K0.02%013F-HRTimeline
IAG Wealth Partners, LLC978$169K0.02%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS938$163K0.07%013F-HRTimeline
Richardson Capital Management LLC938$163K0.09%-4813F-HRTimeline
Hurley Capital, LLC937$162K0.11%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC919$159K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC900$156K0.13%013F-HRTimeline
Hanson & Doremus Investment Management896$155K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC888$154K0.04%013F-HRTimeline
Cape Investment Advisory, Inc.809$140K0.05%-19313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC800$139K<0.01%-7,59513F-HR/ATimelineGroup
Cheviot Value Management, LLC750$138K0.02%013F-HRTimeline
Greykasell Wealth Strategies, Inc.794$138K0.07%013F-HRTimeline
BOKF, NAin group BOKF, NA765$133K<0.01%013F-HRTimelineGroup
Caldwell Trust Co733$127K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC720$125K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…702$122K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC688$119K0.02%013F-HRTimelineGroup
Centricity Wealth Management, LLC678$117K0.09%-7013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST655$113K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC650$113K<0.01%-4113F-HR/ATimeline
Founders Capital Management634$110K0.07%-22013F-HRTimeline
Headlands Technologies LLC623$108K0.01%new13F-HRTimeline
Goodman Advisory Group, LLC610$106K0.04%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV607$105K0.04%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC604$105K0.04%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT600$104K<0.01%-10013F-HRTimeline
MTM Investment Management, LLC600$104K0.03%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.588$102K0.01%013F-HRTimelineGroup
Truvestments Capital LLC580$100K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC568$98.3K0.04%013F-HRTimeline
Hartford Financial Management Inc.547$94.8K0.03%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO545$94.4K<0.01%013F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC545$94.4K0.07%013F-HRTimeline
WEST PACES ADVISORS INC.544$94.3K0.02%+14413F-HRTimeline
CKW FINANCIAL GROUP540$93K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.531$92K<0.01%-3913F-HRTimelineGroup
Crewe Advisors LLC522$90.4K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC493$88.6K0.02%-17413F-HRTimeline
Newton One Investments LLC478$82.8K0.03%013F-HRTimeline
MeadowBrook Investment Advisors LLC465$80.6K0.07%new13F-HRTimeline
Creekmur Asset Management LLC461$79.8K0.01%+113F-HRTimeline
Aventura Private Wealth, LLC456$79K0.03%013F-HRTimeline
SYM FINANCIAL Corp453$78.6K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc434$75.2K0.03%-2213F-HRTimeline
Fortitude Family Office, LLC432$74.9K0.02%-19213F-HRTimeline
REAP Financial Group, LLC417$72.3K0.02%+4213F-HRTimeline
ADIRONDACK TRUST CO402$69.7K0.03%013F-HRTimeline
FIRST COMMUNITY TRUST NA400$69.3K0.06%013F-HRTimeline
Biltmore Family Office, LLC400$69.3K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC394$68.3K0.02%013F-HRTimeline
Dunhill Financial, LLC386$66.9K0.02%013F-HRTimeline
Hamilton Point Investment Advisors, LLC386$66.9K0.01%013F-HRTimeline
Park Place Capital Corp375$64.3K0.01%+21113F-HRTimeline
Financial Network Wealth Advisors LLC361$62.5K0.08%013F-HRTimeline
Realta Investment Advisors352$61K0.02%013F-HRTimeline
Belvedere Trading LLC343$59.4K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.339$58.7K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.335$58K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…328$56.8K0.04%013F-HRTimeline
Clarity Asset Management, Inc.300$52K0.03%new13F-HRTimeline
Balentine LLC293$50.8K<0.01%013F-HRTimeline
Team Financial Group, LLC287$49.8K0.02%new13F-HRTimeline
GoalVest Advisory LLC270$46.8K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp260$45K<0.01%013F-HRTimelineGroup
HOEY INVESTMENTS, INC250$43.3K0.01%+6013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P246$42.6K<0.01%-12313F-HRTimelineGroup
Future Financial Wealth Managment LLC240$41.6K0.03%013F-HRTimeline
Accredited Wealth Management, LLC237$41.1K0.03%013F-HRTimeline
SJS Investment Consulting Inc.235$40.7K0.01%new13F-HRTimeline
Park Square Financial Group, LLC234$40.5K0.03%013F-HRTimeline
Private Wealth Asset Management, LLC227$39.3K0.01%new13F-HRTimeline
TSFG, LLC222$38K0.01%+5813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/214$37.1K0.02%013F-HR/ATimelineGroup
Nalls Sherbakoff Group, LLC200$34.7K0.03%013F-HRTimeline
Pacifica Partners Inc.200$34.4K0.01%-8013F-HRTimeline
Tidemark, LLC193$33.4K0.01%-10813F-HRTimeline
Clark Wealth Partners185$32.1K0.02%-23913F-HRTimeline
Bogart Wealth, LLC162$28.1K<0.01%+10613F-HRTimeline
Harbor Asset Planning, Inc.156$27.1K0.03%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP152$26.3K<0.01%013F-HRTimelineGroup
JDM Financial Group LLC151$26.2K0.01%013F-HRTimeline
CITY HOLDING CO150$26K<0.01%013F-HRTimeline
Brooklyn Investment Group148$25.6K<0.01%+5713F-HR/ATimeline
Bell Investment Advisors, Inc143$24.8K<0.01%new13F-HRTimeline
Gitterman Wealth Management, LLC140$24.1K0.01%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC138$23.6K<0.01%new13F-HRTimelineGroup
Global Trust Asset Management, LLC135$23.4K0.01%-24013F-HRTimeline
EPG Wealth Management LLC126$21.8K0.01%013F-HRTimeline
Rice Partnership, LLC107$18.5K<0.01%new13F-HRTimeline
Joseph Group Capital Management106$18.4K0.01%013F-HR/ATimeline
Morse Asset Management, Inc100$17.3K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton95$16.5K<0.01%013F-HRTimeline
Beacon Capital Management, LLC94$16.3K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC92$15.9K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB87$15.1K<0.01%-5013F-HRTimeline
Investors Research Corp86$14.9K<0.01%-3713F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.82$14.2K<0.01%013F-HRTimeline
Avion Wealth85$14K<0.01%-21513F-HR/ATimeline
MCF Advisors LLC75$13K<0.01%-613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC69$12K0.01%-1313F-HRTimeline
Slocum, Gordon & Co LLP68$11.8K0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC67$11.6K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC66$11.4K0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP64$11K<0.01%013F-HRTimelineGroup
Archer Investment Corp62$10.8K<0.01%+1613F-HRTimeline
West Branch Capital LLC60$10.4K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd60$10.4K<0.01%-10,25513F-HRTimeline
Capital A Wealth Management, LLC80$9.82K0.11%-1,34813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT52$9.03K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC52$9.01K0.01%013F-HRTimeline
Evergreen Private Wealth LLC52$8.95K<0.01%+713F-HRTimeline
Smithfield Trust Co47$8K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC45$7.8K<0.01%-1,59013F-HRTimeline
ALBION FINANCIAL GROUP /UT36$6.24K<0.01%013F-HRTimeline
Glassman Wealth Services36$6.24K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC24$4.16K<0.01%new13F-HRTimeline
Roxbury Financial LLC19$3.3K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC19$3.29K<0.01%013F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV20$3K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.16$3K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC16$2.77K<0.01%+1213F-HRTimeline
EASTERN BANK14$2.43K<0.01%new13F-HRTimeline
AFFINITY WEALTH LLC13$2.25K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA10$1.73K<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC10$1.73K<0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.9$1.57K<0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co9$1.56K<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI8$1.39K<0.01%013F-HRTimeline
Costello Asset Management, INC7$1.22K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.7$1.21K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…6$1.04K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.4$694<0.01%013F-HRTimeline
Darwin Wealth Management, LLC4$693<0.01%new13F-HRTimeline
Viewpoint Capital Management LLC1$173<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.