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Disclosery

IYW ISHARES TR

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SHS (fund)

1,170 managers (1,184 13F filers) reported a position in IYW shares at 2026-03-31, 50,635,981 shares in all. 59 filers opened a position and 129 filers sold out during the quarter.

Managers
1,170
13F filers
1,184
New
59
Added
255
Reduced
522
Sold out
129
Shares held by filers
50,635,981

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WHITTIER TRUST CO OF NEVADA INC720$134K<0.01%013F-HRTimeline
Caldwell Trust Co733$133K0.01%013F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC724$131K0.01%13F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…702$127K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC699$127K<0.01%-15,05113F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC657$119K0.04%-24913F-HRTimeline
Synergy Investment Management, LLC656$119K0.04%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST655$119K0.01%013F-HRTimeline
ADIRONDACK TRUST CO654$119K0.04%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC650$118K<0.01%new13F-HR/ATimeline
Wells Financial Advisors INC625$113K0.52%013F-HRTimeline
Greykasell Wealth Strategies, Inc.622$113K0.05%-17213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV615$112K0.04%+813F-HRTimeline
BOKF, NAin group BOKF, NA610$111K<0.01%-1813F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC605$110K0.04%+113F-HRTimeline
MTM Investment Management, LLC600$109K0.03%013F-HRTimeline
Align Financial, LLC600$109K0.06%-119,20813F-HRTimeline
NFSG Corp593$108K0.02%-60013F-HRTimeline
Medallion Wealth Advisors, LLC584$106K0.03%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.582$106K0.01%+38213F-HRTimelineGroup
Truvestments Capital LLC580$105K0.02%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\572$104K<0.01%-33013F-HRTimelineGroup
True Link Financial Advisors, LLC570$103K0.01%new13F-HR/ATimeline
CKW FINANCIAL GROUP540$100K0.01%013F-HRTimeline
Cheviot Value Management, LLC550$99.8K0.01%-20013F-HRTimeline
Hartford Financial Management Inc.547$99.2K0.03%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO545$98.9K<0.01%013F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC545$98.9K0.06%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.531$96.3K<0.01%013F-HRTimelineGroup
Founders Capital Management490$88.9K0.04%-14413F-HRTimeline
Newton One Investments LLC479$86.8K0.02%+113F-HRTimeline
Crewe Advisors LLC474$86K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…474$86K0.04%-3,84913F-HRTimeline
MeadowBrook Investment Advisors LLC465$84.4K0.07%013F-HRTimeline
SYM FINANCIAL Corp454$82.3K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC452$82K0.02%new13F-HRTimeline
Millstone Evans Group, LLC450$81.6K0.05%013F-HRTimeline
Glass Jacobson Investment Advisors llc434$78.8K0.03%013F-HRTimeline
Cornerstone Planning Group LLC346$77.8K0.01%-1,74913F-HRTimeline
MATHER GROUP, LLC.403$73.1K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA400$72.6K0.05%013F-HRTimeline
Global Trust Asset Management, LLC400$72.6K0.03%-8513F-HRTimeline
Biltmore Family Office, LLC400$72.6K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.400$72.6K0.01%013F-HRTimeline
BankChampaign, National Association400$72.6K0.07%+18913F-HRTimeline
Dunhill Financial, LLC386$70.1K0.02%013F-HRTimeline
Hamilton Point Investment Advisors, LLC386$70K0.01%013F-HRTimeline
Davis Capital Management373$67.7K0.05%-113F-HRTimeline
First Command Advisory Services, Inc.371$67.3K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC361$65.5K0.07%013F-HRTimeline
Merkkuri Wealth Advisors LLC353$64K0.04%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…352$63.9K<0.01%new13F-HRTimeline
Realta Investment Advisors352$63.9K0.02%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC349$63.2K0.09%+113F-HRTimeline
Park Place Capital Corp348$63.1K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC344$62.4K0.01%013F-HRTimeline
UMB Bank, n.a.340$61.7K<0.01%+613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GHP Investment Advisors, Inc.335$60.8K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…329$59.7K0.01%+1113F-HRTimeline
MCF Advisors LLC312$56.6K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC309$56.1K0.02%013F-HR/ATimeline
Clark Wealth Partners293$53.2K0.04%-1813F-HRTimeline
Bay Harbor Wealth Management, LLC291$52.8K0.01%013F-HRTimeline
Meramec Financial Planners, LLC243$51.2K0.02%013F-HRTimeline
Team Financial Group, LLC282$51.2K0.02%013F-HRTimeline
SOFI WEALTH, LLC280$50.8K<0.01%+313F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.270$49K0.03%013F-HRTimeline
GoalVest Advisory LLC270$49K0.01%013F-HRTimeline
Leo H. Evart, Inc.270$49K0.04%13F-HR/ATimeline
Atomic Invest LLC278$48.2K0.02%-26913F-HRTimeline
Forum Finance Group S.A.321$48K0.03%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp235$42.6K<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.235$42.6K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC227$41.2K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…217$39.4K<0.01%-14,49413F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/214$38.8K0.01%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC207$37.6K<0.01%+18413F-HRTimeline
Beacon Financial Strategies CORP205$37.2K0.02%013F-HRTimeline
Nalls Sherbakoff Group, LLC200$36.3K0.03%013F-HRTimeline
Capital Advisor Network LLC197$35.7K0.05%13F-HR/ATimeline
HOEY INVESTMENTS, INC190$34.5K0.01%013F-HRTimeline
Tidemark, LLC190$34.5K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.188$34K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Collier Financial175$31.7K0.02%+113F-HRTimeline
Destiny Wealth Partners, LLC174$31.6K<0.01%new13F-HRTimeline
Citizens National Bank Trust Department170$30.8K0.01%new13F-HRTimeline
TSFG, LLC164$30K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.160$29K0.01%-11913F-HRTimeline
Kingdom Financial Group LLC.160$29K0.01%013F-HRTimeline
Bangor Savings Bank158$28.7K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.156$28.4K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP152$27.6K<0.01%-1113F-HRTimelineGroup
JDM Financial Group LLC151$27.4K0.01%013F-HRTimeline
CITY HOLDING CO150$27.2K<0.01%013F-HRTimeline
Triumph Capital Management143$26K0.01%013F-HRTimeline
Bell Investment Advisors, Inc143$25.9K<0.01%013F-HRTimeline
Miller Capital Partners, Inc.140$25.4K0.01%013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC140$25.4K0.02%new13F-HRTimeline
Gen-Wealth Partners Inc137$24.9K0.01%-4,49613F-HRTimeline
Monetary Solutions, Ltd130$23.6K0.02%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT128$23.3K<0.01%+7613F-HRTimeline
EPG Wealth Management LLC126$22.9K0.01%013F-HRTimeline
Magnolia Wealth Management, LLC125$22.7K0.01%new13F-HRTimeline
Evolution Advisers, Inc.124$22K0.01%-1813F-HRTimeline
Pinnacle Bancorp, Inc.121$22K0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI119$21.6K<0.01%013F-HRTimeline
Go Invest LLC112$20.4K0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC106$19.2K0.03%new13F-HRTimeline
Sankala Group LLC106$18.9K0.02%-3013F-HRTimeline
Measured Wealth Private Client Group, L…101$18.3K0.01%+6513F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE100$18.1K<0.01%-10013F-HRTimelineGroup
Morse Asset Management, Inc100$18.1K<0.01%013F-HRTimeline
Pacifica Partners Inc.100$18.1K0.01%-10013F-HRTimeline
Rosenberg Matthew Hamilton95$17.2K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC92$16.7K0.01%013F-HRTimeline
Investors Research Corp86$15.6K<0.01%013F-HRTimeline
PlanVest Financial, Inc84$15.2K0.01%13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.82$14.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC80$14.5K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…80$14.5K0.01%013F-HRTimeline
NorthAvenue LLC77$14K0.01%013F-HRTimeline
Darwin Wealth Management, LLC76$13.8K<0.01%013F-HRTimeline
Joseph Group Capital Management75$13.6K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC69$12.5K0.01%013F-HRTimeline
Benson Wealth Management INC69$12.5K0.02%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC67$12.2K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC66$12K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC65$11.8K<0.01%013F-HRTimeline
Archer Investment Corp62$11.3K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC61$11.1K<0.01%013F-HRTimeline
West Branch Capital LLC60$10.9K<0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP56$10K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC52$9.43K<0.01%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC50$9.07K<0.01%013F-HRTimeline
Smithfield Trust Co47$9K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.48$8.71K0.01%-5113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC45$8.16K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC40$7.26K<0.01%-80013F-HRTimeline
ALBION FINANCIAL GROUP /UT39$7.08K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL38$6.9K<0.01%013F-HRTimeline
Glassman Wealth Services36$6.53K<0.01%013F-HRTimeline
SWAN Capital LLC35$6.35K<0.01%013F-HRTimeline
Cardinal Strategic Wealth Guidance31$5.62K<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC31$5.62K0.01%013F-HRTimeline
COUNTRY TRUST BANK30$5.44K<0.01%013F-HRTimeline
Basepoint Wealth LLC28$5.08K<0.01%new13F-HRTimeline
Abound Wealth Management25$4.54K<0.01%-3913F-HRTimeline
Hanson & Doremus Investment Management22$4K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.21$3.83K<0.01%-8613F-HRTimeline
Wilmington Savings Fund Society, FSB20$3.63K<0.01%013F-HRTimeline
Roxbury Financial LLC19$3.45K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC19$3.45K<0.01%013F-HRTimelineGroup
Strategic Advocates LLC19$3.45K0.02%-8513F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.16$2.9K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC13$2.36K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC12$2.18K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA10$1.81K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO9$1.63K<0.01%013F-HR/ATimeline
Indiana Trust & Investment Management Co9$1.63K<0.01%013F-HRTimeline
SHP Wealth Management8$1.45K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC8$1.45K<0.01%013F-HRTimeline
Costello Asset Management, INC7$1.27K<0.01%013F-HRTimeline
FIRST HORIZON CORP7$1.27K<0.01%-1,67213F-HRTimeline
OAKWORTH CAPITAL, INC.7$1.27K<0.01%013F-HRTimeline
Imprint Wealth LLC5$907<0.01%-1813F-HRTimeline
DHJJ Financial Advisors, Ltd.4$726<0.01%013F-HRTimeline
United Financial Planning Group LLC4$726<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2$363<0.01%013F-HRTimeline
Viewpoint Capital Management LLC2$363<0.01%013F-HRTimeline
Kilter Group LLC2$363<0.01%-2713F-HRTimeline