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Disclosery

IYW ISHARES TR

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SHS (fund)

1,239 managers (1,254 13F filers) reported a position in IYW shares at 2025-12-31, 58,977,288 shares in all. 68 filers opened a position and 81 filers sold out during the quarter.

Managers
1,239
13F filers
1,254
New
68
Added
303
Reduced
504
Sold out
81
Shares held by filers
58,977,288

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Frederick Financial Consultants, LLC1,139$227K0.12%013F-HRTimeline
Richard P Slaughter Associates Inc1,130$226K0.05%-44113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…1,128$225K0.03%-7,29213F-HR/ATimelineGroup
NOVEM GROUP1,120$224K0.03%-7213F-HRTimeline
Clarus Group, Inc.1,120$224K0.08%013F-HRTimeline
Fort Sheridan Advisors LLC1,118$223K0.03%013F-HRTimeline
Strong Tower Advisory Services1,116$223K0.04%new13F-HRTimeline
Three Cord True Wealth Management, LLC1,115$223K0.13%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,113$222K<0.01%013F-HRTimelineGroup
CROBAN1,111$222K0.11%013F-HRTimeline
Pure Financial Advisors, LLC1,107$221K<0.01%new13F-HRTimeline
Financial Advisors Network, Inc.1,107$221K0.03%013F-HRTimeline
Chatterton & Associates Inc.1,102$220K0.19%13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,100$220K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC1,100$220K0.08%-12213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,096$219K<0.01%new13F-HRTimelineGroup
Oak Asset Management, LLC1,095$219K0.07%+5013F-HRTimeline
Front Row Advisors LLC1,094$218K0.07%013F-HRTimeline
GW&K Investment Management, LLC1,092$218K<0.01%new13F-HRTimeline
Bedel Financial Consulting, Inc.1,091$218K0.02%013F-HRTimeline
Taylor Financial Group, Inc.1,088$217K0.13%013F-HRTimeline
NorthCoast Asset Management LLC1,086$217K<0.01%-267,13813F-HRTimeline
NTV Asset Management LLC1,076$215K0.02%013F-HRTimeline
Liberty Atlantic Advisors LLC1,074$214K0.21%13F-HRTimeline
Nadler Financial Group, Inc.1,072$214K0.02%+213F-HRTimeline
Wealth Management Partners, LLC1,072$214K0.06%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC1,066$213K0.04%013F-HRTimeline
Ransom Advisory, Ltd1,062$212K0.08%new13F-HRTimeline
Argent Trust Co1,061$212K0.01%013F-HRTimeline
Fiscal Wisdom Wealth Management, LLC1,061$212K0.2%-2413F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,058$211K0.04%new13F-HRTimeline
Powers Advisory Group, LLC1,057$211K0.08%-2413F-HRTimeline
Galvin, Gaustad & Stein, LLC1,050$210K0.02%013F-HRTimeline
Sandbox Financial Partners, LLC1,050$210K0.06%013F-HRTimeline
NWF Advisory Services Inc.1,047$209K0.02%new13F-HRTimeline
WealthTrust Asset Management, LLC1,047$209K0.15%013F-HRTimeline
NDWM LLC1,045$209K0.14%013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…1,045$209K0.07%013F-HRTimelineGroup
ASPIRIANT, LLC1,043$208K0.01%013F-HRTimeline
SigFig Wealth Management, LLC1,040$208K0.01%-1913F-HRTimeline
Evergreen Advisors, LLC1,038$207K0.05%13F-HRTimeline
SIGNATUREFD, LLC1,038$207K<0.01%013F-HRTimeline
OPINICUS CAPITAL, INC.1,037$207K0.14%013F-HRTimeline
Long Run Wealth Advisors, LLC1,037$207K0.04%013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC1,036$207K0.04%-5013F-HRTimeline
American Trust1,033$206K0.02%-9913F-HRTimeline
Florida Trust Wealth Management Co1,025$205K0.01%013F-HRTimeline
Soltis Investment Advisors LLC1,018$203K0.01%-813F-HR/ATimeline
Zullo Investment Group, Inc.1,017$203K0.07%new13F-HRTimeline
NOVUS ADVISORS, LLC1,017$203K0.45%-9913F-HRTimeline
BANK OF NOVA SCOTIA TRUST COin group BANK OF NOVA SCOTIA1,011$202K0.02%new13F-HRTimelineGroup
First Bancorp, Inc /ME/1,010$202K0.11%-6713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,006$201K0.01%013F-HRTimelineGroup
MGB Wealth Management, LLC984$197K0.06%013F-HRTimeline
IAG Wealth Partners, LLC978$195K0.02%013F-HRTimeline
Caitlin John, LLC942$188K0.12%013F-HRTimeline
Hurley Capital, LLC937$187K0.1%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC919$184K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC906$181K0.05%-313F-HRTimeline
GGM Financial LLC904$181K0.09%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\902$180K<0.01%-15413F-HRTimelineGroup
SIMA Wealth Partners, LLC900$180K0.14%013F-HRTimeline
EFG International AGin group EFG International AG900$180K<0.01%13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC888$177K0.04%013F-HRTimeline
Richardson Capital Management LLC877$175K0.09%013F-HRTimeline
New Republic Capital, LLC874$175K0.05%+11013F-HRTimeline
Founders Financial Alliance, LLC873$174K0.03%-90313F-HRTimeline
ROTHSCHILD INVESTMENT LLC840$168K0.01%013F-HRTimeline
CoreFirst Bank & Trust800$160K0.09%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.794$159K0.06%013F-HRTimeline
Cheviot Value Management, LLC750$154K0.02%013F-HRTimeline
Caldwell Trust Co733$146K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC720$146K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…702$140K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST655$131K0.01%013F-HRTimeline
ADIRONDACK TRUST CO654$131K0.04%+25213F-HRTimeline
Founders Capital Management634$127K0.07%013F-HRTimeline
BOKF, NAin group BOKF, NA628$125K<0.01%013F-HRTimelineGroup
Wells Financial Advisors INC625$125K0.24%-67013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV607$121K0.04%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC604$121K0.04%-113F-HRTimeline
Align Financial, LLC119,808$120K0.09%13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT600$120K<0.01%-10013F-HRTimeline
MTM Investment Management, LLC600$120K0.04%013F-HRTimeline
Medallion Wealth Advisors, LLC584$117K0.04%+1613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.200$116K0.01%+413F-HRTimelineGroup
Truvestments Capital LLC580$116K0.02%013F-HRTimeline
Atomic Invest LLC547$110K0.06%13F-HRTimeline
Hartford Financial Management Inc.547$109K0.03%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO545$109K<0.01%013F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC545$109K0.07%013F-HRTimeline
CKW FINANCIAL GROUP540$108K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.531$106K<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC487$97.3K<0.01%-11613F-HRTimeline
Global Trust Asset Management, LLC485$96.8K0.04%+12813F-HRTimeline
Newton One Investments LLC478$95.5K0.03%013F-HRTimeline
Crewe Advisors LLC474$94.6K0.01%-3913F-HRTimeline
MeadowBrook Investment Advisors LLC465$92.9K0.08%013F-HRTimeline
Aventura Private Wealth, LLC456$91.1K0.03%013F-HRTimeline
SYM FINANCIAL Corp454$90.6K0.01%013F-HRTimeline
Millstone Evans Group, LLC450$89.9K0.05%new13F-HRTimeline
Glass Jacobson Investment Advisors llc434$86.7K0.03%013F-HRTimeline
FIRST COMMUNITY TRUST NA400$79.9K0.06%013F-HRTimeline
Biltmore Family Office, LLC400$79.9K0.01%013F-HRTimeline
Rossmore Private Capital400$79.9K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.400$79.9K0.02%-2513F-HRTimeline
BankChampaign, National Association211$79.9K0.08%13F-HRTimeline
Dunhill Financial, LLC386$77.2K0.02%013F-HRTimeline
Hamilton Point Investment Advisors, LLC386$77.1K0.01%013F-HRTimeline
Davis Capital Management374$74.7K0.05%013F-HRTimeline
First Command Advisory Services, Inc.371$74K<0.01%+3213F-HRTimeline
Financial Network Wealth Advisors LLC361$72.1K0.08%013F-HRTimeline
Realta Investment Advisors352$70.3K0.02%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC348$69.6K0.1%13F-HRTimeline
Park Place Capital Corp348$69.5K0.01%-1213F-HRTimeline
Cordgrass Capital Advisors, LLC344$68.7K0.02%-5013F-HRTimeline
GPS Wealth Strategies Group, LLC339$67.8K0.06%-4,50713F-HRTimeline
GHP Investment Advisors, Inc.335$66.9K<0.01%013F-HRTimeline
UMB Bank, n.a.334$66.7K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OPTIMA CAPITAL LLC328$65.5K0.03%new13F-HRTimeline
Vermillion & White Wealth Management Gr…328$65.5K0.04%013F-HRTimeline
Keating Financial Advisory Services, In…318$63.5K0.01%13F-HRTimeline
MCF Advisors LLC312$62.3K<0.01%+23713F-HRTimeline
Clark Wealth Partners311$62.1K0.04%013F-HRTimeline
Lodestone Wealth Management LLC309$61.7K0.03%new13F-HRTimeline
Commonwealth Retirement Investments LLC303$60.5K0.02%new13F-HRTimeline
Bay Harbor Wealth Management, LLC291$58.1K0.02%-11113F-HRTimeline
Team Financial Group, LLC282$56.4K0.03%-2913F-HRTimeline
Lloyd Advisory Services, LLC.279$55.7K0.02%new13F-HRTimeline
SOFI WEALTH, LLC277$55.2K<0.01%-99,73313F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.270$53.9K0.03%new13F-HRTimeline
GoalVest Advisory LLC270$53.9K0.01%013F-HRTimeline
Meramec Financial Planners, LLC243$47.1K0.02%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp235$46.9K<0.01%-2513F-HRTimelineGroup
SJS Investment Consulting Inc.235$46.9K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC227$45.3K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC222$44.3K<0.01%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/214$42.7K0.02%013F-HRTimelineGroup
Beacon Financial Strategies CORP205$40.9K0.02%new13F-HRTimeline
Pacifica Partners Inc.200$40K0.02%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE200$39.9K<0.01%+10013F-HRTimelineGroup
Nalls Sherbakoff Group, LLC200$39.9K0.03%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.188$38K<0.01%+2813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HOEY INVESTMENTS, INC190$37.9K0.01%-6013F-HRTimeline
Tidemark, LLC190$37.9K0.01%-313F-HRTimeline
Cape Investment Advisory, Inc.181$36.1K0.01%+6413F-HRTimeline
Collier Financial174$34.9K0.03%-1613F-HRTimeline
TSFG, LLC164$33K<0.01%-5813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP163$32.5K<0.01%+1113F-HRTimelineGroup
Kingdom Financial Group LLC.160$31.9K0.01%new13F-HRTimeline
Bangor Savings Bank158$31.5K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.156$31.2K0.03%013F-HRTimeline
JDM Financial Group LLC151$30.2K0.01%013F-HRTimeline
CITY HOLDING CO150$30K<0.01%013F-HRTimeline
Triumph Capital Management143$28.6K0.01%new13F-HRTimeline
Bell Investment Advisors, Inc143$28.6K<0.01%013F-HRTimeline
Evolution Advisers, Inc.142$28K0.01%013F-HRTimeline
Miller Capital Partners, Inc.140$28K0.01%13F-HRTimeline
Monetary Solutions, Ltd130$26K0.03%13F-HRTimeline
Sankala Group LLC136$25.8K0.02%13F-HRTimeline
EPG Wealth Management LLC126$25.2K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.121$24.2K0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI119$23.8K<0.01%+513F-HRTimeline
Go Invest LLC112$22.3K0.01%13F-HRTimeline
Raleigh Capital Management Inc.107$21.4K0.01%+5813F-HRTimeline
Strategic Advocates LLC104$21K0.01%new13F-HRTimeline
Morse Asset Management, Inc100$20K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.99$19.8K0.02%13F-HRTimeline
Rosenberg Matthew Hamilton95$19K<0.01%013F-HRTimeline
SageView Advisory Group, LLC93$18.6K<0.01%new13F-HRTimeline
Armor Investment Advisors, LLC92$18.4K0.01%013F-HRTimeline
Investors Research Corp86$17.2K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.86$17K0.02%13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.82$16.4K<0.01%013F-HRTimeline
Bogart Wealth, LLC80$16K<0.01%-8213F-HRTimeline
Gunpowder Capital Management, LLC dba O…80$16K0.01%13F-HRTimeline
NorthAvenue LLC77$15.4K0.01%13F-HRTimeline
Darwin Wealth Management, LLC76$15.2K<0.01%new13F-HRTimeline
Joseph Group Capital Management75$15K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC69$13.8K<0.01%013F-HRTimeline
Benson Wealth Management INC69$13.8K0.02%13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC67$13.4K0.01%013F-HRTimeline
Key Capital Management, INC66$13.2K0.01%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC66$13.2K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC65$13K<0.01%-613F-HRTimeline
Abound Wealth Management64$12.8K<0.01%-10813F-HRTimeline
Archer Investment Corp62$12.4K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC61$12.2K<0.01%013F-HRTimeline
West Branch Capital LLC60$12K<0.01%013F-HRTimeline
TRUST CO OF VERMONT59$11.8K<0.01%new13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP56$11K<0.01%-813F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT52$10.4K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC52$10.4K0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.50$9.98K0.01%13F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC50$9.98K<0.01%13F-HRTimeline
Operose Advisors LLC49$9.59K<0.01%+113F-HRTimeline
Smithfield Trust Co47$9K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC45$8.99K<0.01%-2713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC45$8.99K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT39$7.79K<0.01%013F-HRTimeline