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Disclosery

IYW ISHARES TR

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SHS (fund)

1,286 managers (1,302 13F filers) reported a position in IYW shares at 2026-06-30, 51,849,296 shares in all. 160 filers opened a position and 47 filers sold out during the quarter.

Managers
1,286
13F filers
1,302
New
160
Added
279
Reduced
492
Sold out
47
Shares held by filers
51,849,296

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Institute for Wealth Management, LLC.156$39.4K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP152$38.3K<0.01%013F-HRTimelineGroup
JDM Financial Group LLC151$38.2K0.01%013F-HRTimeline
Global Trust Asset Management, LLC150$37.8K0.01%-25013F-HRTimeline
JPL Wealth Management, LLC146$36.8K0.01%new13F-HRTimeline
Triumph Capital Management143$36.1K0.01%013F-HRTimeline
Bell Investment Advisors, Inc143$36.1K0.01%013F-HRTimeline
Miller Capital Partners, Inc.140$35.3K0.01%013F-HRTimeline
Activest Wealth Management140$35.3K0.01%-1,16013F-HRTimeline
Front Row Advisors LLC134$33.6K0.01%-96013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich136$33.5K<0.01%new13F-HRTimeline
Monetary Solutions, Ltd130$32.8K0.03%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT128$32.3K<0.01%013F-HRTimeline
EPG Wealth Management LLC126$31.8K0.01%013F-HRTimeline
Evolution Advisers, Inc.124$31K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.121$30.5K0.01%013F-HRTimeline
Go Invest LLC113$28.5K0.01%+113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…112$28.4K<0.01%-10513F-HRTimelineGroup
Measured Wealth Private Client Group, L…101$25.5K0.01%013F-HRTimeline
Morse Asset Management, Inc100$25.2K<0.01%013F-HRTimeline
Pacifica Partners Inc.100$24.3K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton95$24K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC92$23.2K0.01%013F-HRTimeline
PlanVest Financial, Inc84$21.2K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.82$20.7K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC82$20.7K<0.01%+7013F-HRTimeline
Bogart Wealth, LLC80$20.2K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…80$20.2K0.01%013F-HRTimeline
Darwin Wealth Management, LLC76$19.2K0.01%013F-HRTimeline
Joseph Group Capital Management75$18.9K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC69$17.4K0.01%013F-HRTimeline
Benson Wealth Management INC69$17.4K0.02%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…68$17.2K0.01%new13F-HRTimeline
NorthAvenue LLC67$16.9K0.01%-1013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC66$16.6K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC65$16.4K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC61$15.4K<0.01%013F-HRTimeline
West Branch Capital LLC60$15.1K<0.01%013F-HRTimeline
TRUST CO OF VERMONT59$14.9K<0.01%13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP56$14.1K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC52$13.1K0.01%013F-HRTimeline
Highland Investment Advisors LLC51$12.9K0.01%13F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC50$12.6K<0.01%013F-HRTimeline
CITY HOLDING CO50$12.6K<0.01%-10013F-HRTimeline
Gen-Wealth Partners Inc49$12.4K<0.01%-8813F-HRTimeline
Smithfield Trust Co47$12K<0.01%013F-HRTimeline
Investors Research Corp46$11.6K<0.01%-4013F-HRTimeline
BFSG, LLC45$11.4K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC45$11.4K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC40$10.1K<0.01%013F-HRTimeline
Strive Financial Group ,LLC40$10.1K<0.01%new13F-HR/ATimeline
ALBION FINANCIAL GROUP /UT39$9.84K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL38$9.59K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.36$9.08K<0.01%-54613F-HRTimelineGroup
Glassman Wealth Services36$9.08K<0.01%013F-HRTimeline
SWAN Capital LLC35$8.84K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC31$7.82K0.01%013F-HRTimeline
COUNTRY TRUST BANK30$7.57K<0.01%013F-HRTimeline
Corsicana & Co.25$6.31K<0.01%new13F-HRTimeline
Abound Wealth Management25$6.31K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management22$6K<0.01%013F-HRTimeline
Advocate Investing Services LLC23$5.8K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.21$5.33K<0.01%013F-HRTimeline
Roxbury Financial LLC19$4.8K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC19$4.79K<0.01%013F-HRTimelineGroup
Strategic Advocates LLC19$4.79K0.02%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC19$4.79K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.16$4.04K0.01%013F-HRTimeline
VIMA LLC16$4.04K<0.01%13F-HRTimeline
Wilmington Savings Fund Society, FSB13$3.28K<0.01%-713F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC13$3.28K<0.01%013F-HRTimeline
Core Capital Management & Research, inc.12$2.96K<0.01%13F-HRTimeline
ALERUS FINANCIAL NA10$2.52K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO9$2.27K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co9$2.27K<0.01%013F-HRTimeline
SHP Wealth Management8$2.02K<0.01%013F-HRTimeline
Costello Asset Management, INC7$1.77K<0.01%013F-HRTimeline
FIRST HORIZON CORP7$1.77K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.7$1.74K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5$1.26K<0.01%-69413F-HRTimelineGroup
Imprint Wealth LLC5$1.26K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC4$1.01K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.4$1.01K<0.01%013F-HRTimeline
United Financial Planning Group LLC4$1.01K<0.01%013F-HRTimeline
Kilter Group LLC2$505<0.01%013F-HRTimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…2$448<0.01%new13F-HRTimelineGroup