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Disclosery

IYW ISHARES TR

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SHS (fund)

1,187 managers (1,199 13F filers) reported a position in IYW shares at 2025-09-30, 60,540,573 shares in all. 112 filers opened a position and 76 filers sold out during the quarter.

Managers
1,187
13F filers
1,199
New
112
Added
294
Reduced
502
Sold out
76
Shares held by filers
60,540,573

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Front Row Advisors LLC1,094$214K0.07%-6713F-HRTimeline
Bedel Financial Consulting, Inc.1,091$214K0.03%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,088$213K0.03%new13F-HRTimeline
Taylor Financial Group, Inc.1,088$213K0.12%new13F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC1,086$213K0.04%-8413F-HRTimeline
Powers Advisory Group, LLC1,081$212K0.08%new13F-HRTimeline
First Bancorp, Inc /ME/1,077$211K0.11%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC1,069$211K0.03%+93113F-HRTimelineGroup
NTV Asset Management LLC1,076$211K0.02%new13F-HRTimeline
Wealth Management Partners, LLC1,072$210K0.07%new13F-HRTimeline
Nadler Financial Group, Inc.1,070$210K0.02%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC1,070$210K0.18%-9513F-HRTimeline
Maridea Wealth Management LLC1,047$209K0.03%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC1,066$209K0.04%new13F-HRTimeline
Headlands Technologies LLC1,064$208K0.02%+44113F-HRTimeline
Argent Trust Co1,061$208K0.01%-68613F-HRTimeline
MSH Capital Advisors LLC1,058$207K0.06%-1,63813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,056$207K<0.01%013F-HRTimelineGroup
SigFig Wealth Management, LLC1,059$206K0.01%-17,73213F-HRTimeline
Galvin, Gaustad & Stein, LLC1,050$206K0.02%new13F-HRTimeline
Sandbox Financial Partners, LLC1,050$206K0.06%new13F-HRTimeline
WealthTrust Asset Management, LLC1,047$205K0.14%new13F-HRTimeline
Oak Asset Management, LLC1,045$205K0.07%new13F-HRTimeline
NDWM LLC1,045$205K0.14%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…1,045$205K0.07%new13F-HRTimelineGroup
ASPIRIANT, LLC1,043$204K0.01%new13F-HRTimeline
SIGNATUREFD, LLC1,038$203K<0.01%-12413F-HRTimeline
OPINICUS CAPITAL, INC.1,037$203K0.14%new13F-HRTimeline
Long Run Wealth Advisors, LLC1,037$203K0.04%new13F-HRTimeline
Main Street Group, LTD1,029$202K0.06%013F-HRTimeline
Soltis Investment Advisors LLC1,026$201K0.01%new13F-HRTimeline
Florida Trust Wealth Management Co1,025$201K0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,006$197K0.01%013F-HRTimelineGroup
MGB Wealth Management, LLC984$193K0.05%013F-HRTimeline
Hemington Wealth Management985$192K0.02%013F-HRTimeline
IAG Wealth Partners, LLC978$192K0.02%013F-HRTimeline
Caitlin John, LLC942$184K0.13%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS938$184K0.07%013F-HRTimeline
Hurley Capital, LLC937$183K0.1%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC919$180K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC909$178K0.05%-15213F-HRTimeline
GGM Financial LLC904$177K0.09%new13F-HRTimeline
SIMA Wealth Partners, LLC900$176K0.13%013F-HRTimeline
Cherry Tree Wealth Management, LLC888$174K0.04%013F-HRTimeline
Richardson Capital Management LLC877$172K0.08%-6113F-HRTimeline
ROTHSCHILD INVESTMENT LLC840$165K0.01%-18013F-HRTimeline
Cheviot Value Management, LLC750$157K0.02%013F-HRTimeline
Greykasell Wealth Strategies, Inc.794$156K0.07%013F-HRTimeline
New Republic Capital, LLC764$150K0.05%-60113F-HRTimeline
Caldwell Trust Co733$144K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC720$142K<0.01%013F-HRTimeline
TFC Financial Management, Inc.714$140K0.02%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…702$137K0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT700$137K<0.01%+10013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC688$135K0.02%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST655$128K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC650$127K<0.01%013F-HRTimeline
Kilter Group LLC643$126K0.06%-26,14213F-HRTimeline
Founders Capital Management634$124K0.07%013F-HRTimeline
BOKF, NAin group BOKF, NA628$123K<0.01%-13713F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV607$119K0.04%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC605$118K0.04%+113F-HRTimeline
GeoWealth Management, LLC603$118K<0.01%-8,56713F-HRTimeline
MTM Investment Management, LLC600$118K0.04%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.196$115K0.01%-39213F-HRTimelineGroup
Truvestments Capital LLC580$114K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC568$111K0.04%013F-HRTimeline
Hartford Financial Management Inc.547$107K0.03%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO545$107K<0.01%013F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC545$107K0.08%013F-HRTimeline
CKW FINANCIAL GROUP540$106K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.531$104K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC513$100K0.01%-913F-HRTimeline
Newton One Investments LLC478$93.7K0.03%013F-HRTimeline
MeadowBrook Investment Advisors LLC465$91.1K0.08%013F-HRTimeline
Creekmur Asset Management LLC461$90.2K0.01%013F-HRTimeline
Aventura Private Wealth, LLC456$89.3K0.03%013F-HRTimeline
SYM FINANCIAL Corp454$88.8K0.01%+113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.444$87K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc434$85K0.03%013F-HRTimeline
WEST PACES ADVISORS INC.425$83.2K0.02%-11913F-HRTimeline
REAP Financial Group, LLC419$82.1K0.02%+213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…412$80.7K0.02%-1,76313F-HRTimeline
Bay Harbor Wealth Management, LLC402$78.7K0.02%-23,37313F-HRTimeline
ADIRONDACK TRUST CO402$78.7K0.03%013F-HRTimeline
FIRST COMMUNITY TRUST NA400$78.3K0.06%013F-HRTimeline
Biltmore Family Office, LLC400$78.3K0.01%013F-HRTimeline
Rossmore Private Capital400$78.3K0.01%new13F-HRTimeline
Cordgrass Capital Advisors, LLC394$77.2K0.02%013F-HRTimeline
Dunhill Financial, LLC386$75.7K0.02%013F-HRTimeline
Hamilton Point Investment Advisors, LLC386$75.6K0.01%013F-HRTimeline
Davis Capital Management374$73.3K0.05%13F-HRTimeline
Financial Network Wealth Advisors LLC361$70.7K0.08%013F-HRTimeline
Park Place Capital Corp360$70.5K0.01%-1513F-HRTimeline
Global Trust Asset Management, LLC357$69.9K0.03%+22213F-HRTimeline
Realta Investment Advisors352$68.9K0.02%013F-HRTimeline
First Command Advisory Services, Inc.339$66.4K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.335$65.6K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…328$64.2K0.04%013F-HRTimeline
Clark Wealth Partners311$62.1K0.04%+12613F-HRTimeline
Team Financial Group, LLC311$61K0.03%+2413F-HRTimeline
MATHER GROUP, LLC.297$58.2K<0.01%new13F-HRTimeline
GoalVest Advisory LLC270$52.9K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp260$50.9K<0.01%013F-HRTimelineGroup
HOEY INVESTMENTS, INC250$49K0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P246$48.2K<0.01%013F-HRTimelineGroup
Future Financial Wealth Managment LLC240$47K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Accredited Wealth Management, LLC175$46.4K0.03%-6213F-HRTimeline
SJS Investment Consulting Inc.235$46K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC227$44.5K0.01%013F-HRTimeline
TSFG, LLC222$43K0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/214$41.9K0.02%013F-HRTimelineGroup
Pacifica Partners Inc.200$39.4K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…200$39.2K0.08%-5,38013F-HRTimeline
Nalls Sherbakoff Group, LLC200$39.2K0.03%013F-HRTimeline
Tidemark, LLC193$37.8K0.01%013F-HRTimeline
Collier Financial190$37.3K0.03%13F-HRTimeline
Abound Wealth Management172$33.7K0.01%new13F-HRTimeline
Bogart Wealth, LLC162$31.7K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.160$31K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bangor Savings Bank158$30.9K<0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.156$30.6K0.03%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP152$29.8K<0.01%013F-HRTimelineGroup
JDM Financial Group LLC151$29.6K0.01%013F-HRTimeline
CITY HOLDING CO150$29.4K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc143$28K<0.01%013F-HRTimeline
Evolution Advisers, Inc.142$28K0.01%new13F-HRTimeline
Rice Partnership, LLC138$27K<0.01%+3113F-HRTimeline
ORG Partners LLC131$25.7K<0.01%-2,33813F-HRTimeline
EPG Wealth Management LLC126$24.7K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.117$22.9K0.02%-69213F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI114$22.3K<0.01%+10613F-HRTimeline
Abich Financial Wealth Management LLC109$21.3K0.01%13F-HRTimeline
Tripletail Wealth Management, LLC106$21.2K0.03%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE100$19.6K<0.01%new13F-HRTimelineGroup
FINANCIAL CONSULATE, INC100$19.6K<0.01%new13F-HRTimeline
Morse Asset Management, Inc100$19.6K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton95$18.6K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC92$18K0.02%new13F-HRTimeline
Armor Investment Advisors, LLC92$18K0.01%013F-HRTimeline
Investors Research Corp86$16.8K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.82$16.1K<0.01%013F-HRTimeline
MCF Advisors LLC75$14.7K<0.01%013F-HRTimeline
Joseph Group Capital Management75$14.7K<0.01%-3113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC72$14.1K<0.01%-1,47713F-HRTimeline
VALLEY NATIONAL ADVISERS INC74$14K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC71$13.9K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC69$13.5K0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC67$13.1K0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP64$13K<0.01%013F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC66$12.9K0.01%013F-HRTimeline
Archer Investment Corp62$12.2K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC61$11.9K<0.01%new13F-HRTimeline
West Branch Capital LLC60$11.8K<0.01%013F-HRTimeline
Evergreen Private Wealth LLC56$11K<0.01%+413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT52$10.2K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC52$10.2K0.01%013F-HRTimeline
Raleigh Capital Management Inc.49$9.62K<0.01%-3,13213F-HRTimeline
Operose Advisors LLC48$9.4K<0.01%new13F-HRTimeline
Smithfield Trust Co47$9K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC45$8.81K<0.01%013F-HR/ATimeline
ALBION FINANCIAL GROUP /UT39$7.64K<0.01%+313F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management38$7.44K<0.01%new13F-HRTimelineGroup
Measured Wealth Private Client Group, L…36$7.06K<0.01%new13F-HRTimeline
Glassman Wealth Services36$7.05K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB35$6.86K<0.01%-1,02313F-HR/ATimeline
Imprint Wealth LLC32$6.27K0.02%13F-HRTimeline
Viewpoint Capital Management LLC25$4.9K<0.01%+2413F-HRTimeline
Roxbury Financial LLC19$3.73K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC19$3.72K<0.01%013F-HRTimelineGroup
Wealth Watch Advisors, INC18$3.52K<0.01%new13F-HRTimeline
Premier Financial Group17$3.31K<0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV20$3K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.16$3K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC13$2.55K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC12$2.35K<0.01%-413F-HRTimeline
American Wealth Advisors, LLC10$1.96K<0.01%13F-HRTimeline
ALERUS FINANCIAL NA10$1.96K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC10$1.96K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO9$1.76K<0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co9$1.76K<0.01%013F-HRTimeline
Costello Asset Management, INC7$1.38K<0.01%013F-HRTimeline
FIRST HORIZON CORP7$1.37K<0.01%13F-HRTimeline
OAKWORTH CAPITAL, INC.7$1.37K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC6$1.18K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…6$1.18K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.4$784<0.01%013F-HRTimeline