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Disclosery

IYW ISHARES TR

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SHS (fund)

1,141 managers (1,152 13F filers) reported a position in IYW shares at 2024-12-31, 79,943,638 shares in all. 54 filers opened a position and 43 filers sold out during the quarter.

Managers
1,141
13F filers
1,152
New
54
Added
367
Reduced
400
Sold out
43
Shares held by filers
79,943,638

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,445,934$1.83B-563,892Timeline
MORGAN STANLEYin group MORGAN STANLEY5,852,278$934M0.07%-4,97613F-HR/ATimelineGroup
LPL Financial LLC5,111,322$815M0.33%+977,88313F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,336,753$692M13.52%-183,73913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,297,527$686M0.06%+26,42713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,420,965$546M0.04%+314,68913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,952,305$311M0.07%-17,24813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,605,731$256M0.09%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,423,744$227M0.05%+177,49213F-HRTimelineGroup
Dynasty Wealth Management, LLC1,404,039$224M3.86%+497,04313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,198,391$191M0.05%-43,50413F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,079,917$172M0.72%-24,08513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,072,099$171M0.04%-177,50213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC931,780$149M1.53%+18,38213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC873,105$139M0.2%+13,67013F-HRTimeline
MML INVESTORS SERVICES, LLC850,386$136M0.47%+24,57413F-HRTimeline
RiverFront Investment Group, LLC812,668$130M2.95%+39,24213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.810,617$129M<0.01%-616,03613F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC763,232$122M0.08%+665,74913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding737,924$118M-42,676Timeline
Cetera Investment Advisers692,586$110M0.23%-35,14413F-HRTimeline
OneDigital Investment Advisors LLC657,463$105M1.22%-56,89813F-HRTimeline
Janney Montgomery Scott LLC607,648$96.9M0.27%-15,94813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC583,027$93M0.02%+17,95713F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC565,671$90.2M2.38%13F-HRTimeline
Parker Investment Management, LLC541,925$86.4M13.47%+6,03713F-HRTimeline
NewEdge Advisors, LLC526,572$84M0.5%+80,26013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP496,590$79.2M0.08%+31,22513F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …479,122$76.4M0.07%-74,32813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.450,092$67M0.15%+42,95213F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…389,359$62.1M0.04%-5,19413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding369,600$59M+32,256Timeline
HighTower Advisors, LLC366,122$58.4M0.08%+5,68713F-HRTimeline
Quotient Wealth Partners, LLC364,362$58.1M1.9%+4,77313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.362,009$57.7M0.36%+12,03613F-HRTimeline
Portfolio Strategies, Inc.353,960$56.5M8.01%-6,02113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…349,564$55.8M0.47%-25,81613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp345,595$55.1M0.01%+9413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS345,087$55M0.16%-17,70913F-HRTimeline
Sanctuary Advisors, LLC334,123$53.6M0.34%+28,64813F-HRTimeline
CW Advisors, LLC330,921$52.8M0.73%+5,65113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…275,408$44.1M0.09%-65213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…272,595$43.5M0.04%+29,27013F-HRTimelineGroup
JB Capital LLC261,921$41.8M2.34%-8,11013F-HRTimeline
Cambridge Investment Research Advisors,…255,741$40.8M0.14%-33,47613F-HRTimeline
Foundations Investment Advisors, LLC253,382$40.4M0.78%-3,87813F-HRTimeline
Atlas Legacy Advisors, LLC240,052$38.3M9.28%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding210,775$33.6M-6,309Timeline
Private Advisor Group, LLC208,775$33.3M0.19%+6,49113F-HRTimeline
Apexium Financial, LP206,846$33M2%+2,06113F-HRTimeline
Howard Capital Management Group, LLC204,423$32.6M2.23%-4,49713F-HRTimeline
FIRST MERCHANTS CORP197,391$31.5M1.21%-2,13113F-HRTimeline
Mariner, LLCin group Mariner, LLC187,947$30M0.05%+15,21613F-HRTimelineGroup
Advocacy Wealth Management, LLC172,049$27.4M2.09%+10,46313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK171,496$27.4M0.17%-2,61013F-HRTimelineGroup
Advisory Services Network, LLC161,921$25.8M0.48%-19,02213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP155,631$24.8M0.04%+2,97513F-HRTimelineGroup
Atria Wealth Solutions, Inc.151,613$24.2M0.27%-7,62013F-HRTimeline
AE Wealth Management LLC136,517$21.8M0.18%-37,70013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC135,146$21.6M0.66%-4,11813F-HRTimelineGroup
SPC Financial, Inc.134,804$21.5M1.87%-61813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…127,506$20.3M0.04%+19,94113F-HR/ATimeline
Perigon Wealth Management, LLC126,404$20.1M0.49%-1,38513F-HRTimeline
Austin Private Wealth, LLC124,724$19.9M1.87%+42613F-HRTimeline
Creative Planningin group Creative Planning123,810$19.8M0.02%+7,05613F-HRTimelineGroup
Prospera Financial Services Inc120,247$19.2M0.45%+2,13113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…119,896$19.1M0.05%+2,93913F-HRTimelineGroup
MA Private Wealth118,089$18.8M3.52%+1,00013F-HRTimeline
Integrated Wealth Concepts LLC116,516$18.6M0.22%-51,46413F-HRTimeline
Capital Investment Advisors, LLC115,955$18.5M0.38%-3,09413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\112,429$17.9M0.02%-6,82213F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC112,066$17.9M1.62%+5,45613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.111,842$17.8M0.72%-83,13813F-HRTimeline
Atria Investments, Inc111,813$17.8M0.22%-7,04013F-HRTimeline
Perennial Investment Advisors, LLC111,366$17.8M2.1%+34,08313F-HRTimeline
IHT Wealth Management, LLC110,711$17.7M0.57%+77913F-HRTimeline
Stillwater Capital Advisors, LLC109,743$17.5M2.17%-913F-HRTimeline
First Citizens Financial Corp103,631$16.5M8.97%-2,16713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP102,930$16.4M0.02%+32,34913F-HRTimelineGroup
Compound Planning, Inc.102,841$16.4M0.83%+9,98713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …102,687$16.4M1.33%+7,69013F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/101,256$16.2M0.01%-5,37413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.98,676$15.7M0.15%+6,90913F-HRTimelineGroup
CFS Investment Advisory Services, LLC98,408$15.7M1.41%-4,61913F-HRTimeline
Farther Finance Advisors, LLC97,306$15.5M0.56%-4,64113F-HRTimeline
Icon Wealth Advisors, LLC96,742$15.4M1.27%-4,45413F-HRTimeline
Mendel Capital Management LLC95,392$15.2M9.23%-2,21613F-HRTimeline
Lifelong Wealth Advisors, Inc.95,440$15.2M6.83%13F-HRTimeline
First Horizon Advisors, Inc.90,468$14.4M0.4%-7,35513F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP88,808$14.2M0.39%-16,98913F-HRTimeline
Ciovacco Capital Management LLC88,325$14.1M8.05%+11113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.83,898$13.5M0.02%-2,05413F-HRTimelineGroup
Horst & Graben Wealth Management LLC84,087$13.4M2.39%-5,90713F-HRTimeline
One Wealth Advisors, LLC83,423$13.3M1.97%-8413F-HRTimeline
Merit Financial Group, LLC83,397$13.3M0.24%+40,30513F-HRTimeline
Guerra Advisors Inc80,914$12.9M7.16%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP80,437$12.8M0.02%-17,76913F-HRTimelineGroup
Commonwealth Financial Services, LLC80,011$12.8M2.5%-25,86313F-HRTimeline
Patton Albertson Miller Group, LLC79,673$12.7M1.7%+16,66613F-HRTimeline
INTEGRITY ALLIANCE, LLC.78,439$12.5M1.36%13F-HRTimeline
Security Financial Services, INC.78,021$12.4M2.53%-3,19313F-HRTimeline
Strategic Blueprint, LLC77,299$12.3M0.73%-1,53413F-HRTimeline
GRIES FINANCIAL LLC76,871$12.3M2.18%-2,21713F-HRTimeline
Steward Partners Investment Advisory, L…75,881$12.1M0.11%+3,25713F-HRTimeline
HC Advisors, LLC75,529$12M9.67%+1,32613F-HRTimeline
Richard P Slaughter Associates Inc74,616$11.9M2.67%-15513F-HRTimeline
Buttonwood Financial Group, LLC71,132$11.7M6.49%-1,66013F-HRTimeline
West Wealth Group, LLC72,940$11.6M3.47%+2,12513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/72,451$11.6M0.01%+54513F-HRTimelineGroup
Modern Wealth Management, LLC72,327$11.5M0.43%+14,50513F-HR/ATimeline
SteelPeak Wealth, LLC72,270$11.5M0.48%-4,19313F-HRTimeline
Pettinga Financial Advisors LLC71,216$11.4M2.57%-4,73113F-HRTimeline
Rollins Financial Advisors, LLC70,548$11.3M1.76%-7,52013F-HRTimeline
Sandy Spring Bank70,337$11.2M0.45%-1,25213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management69,332$11.1M0.16%-4,04113F-HRTimelineGroup
Stonebridge Financial Planning Group, L…69,196$11M4.93%-3,43213F-HRTimeline
FMR LLCin group FMR LLC67,201$10.7M<0.01%+4,55313F-HRTimelineGroup
High Falls Advisors, Inc65,070$10.4M2.41%-4,01013F-HRTimeline
Scarborough Advisors, LLC63,404$10.1M1.43%-2,66313F-HRTimeline
Signature Wealth Management Partners, L…62,825$10M6.88%-16313F-HRTimeline
Mechanics Bank Trust Department62,584$9.98M1.33%+5613F-HRTimeline
Sharkey, Howes & Javer62,045$9.9M1.39%-51013F-HRTimeline
Orion Porfolio Solutions, LLC61,906$9.88M0.1%-2,93413F-HRTimeline
Orion Portfolio Solutions, LLC61,906$9.88M0.1%-2,93413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC61,900$9.87M1.34%+3,35513F-HRTimeline
Gitterman Wealth Management, LLC61,811$9.86M4.12%-6313F-HRTimeline
&PARTNERS58,906$9.57M0.11%+10,84013F-HRTimeline
Stone House Investment Management, LLC59,645$9.51M2.42%-13,76613F-HRTimeline
Keebeck Wealth Management59,490$9.49M1.37%+5413F-HRTimeline
MAI Capital Management58,073$9.26M0.07%+37,15613F-HRTimeline
Finley Financial, LLC57,421$9.2M4.79%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC56,500$9.01M0.2%+9,52713F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP55,115$8.87M0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management55,310$8.82M0.27%+10313F-HRTimelineGroup
COMERICA BANK54,781$8.74M0.04%-66413F-HR/ATimeline
Signify Wealth54,361$8.67M9.79%+2,87013F-HRTimeline
Blue Trust, Inc.53,945$8.61M0.11%-13,84713F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC53,673$8.56M0.05%-3,88213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…53,538$8.54M0.23%-5,01813F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding53,314$8.5M-84,324Timeline
Kelly Financial Services LLC52,802$8.42M3.04%-33613F-HR/ATimeline
Cadent Capital Advisors, LLC52,628$8.4M2.93%+29813F-HRTimeline
Prostatis Group LLC52,311$8.34M2.43%-1,46813F-HRTimeline
FINANCIAL LIFE ADVISORS52,309$8.34M3.13%-9513F-HRTimeline
Cypress Wealth Services, LLC52,284$8.34M1.67%-93113F-HRTimeline
Bleakley Financial Group, LLC52,227$8.33M0.25%-41813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC51,871$8.27M0.02%+20,22913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC51,115$8.15M0.04%-20513F-HRTimelineGroup
Invst, LLC50,999$8.14M0.99%-1,06913F-HRTimeline
Perkins Coie Trust Co50,924$8.12M1.79%-29613F-HRTimeline
Jackson Wealth Management, LLC50,410$8.04M0.91%+8,36713F-HRTimeline
WCG Wealth Advisors LLC50,216$8.01M0.53%-1,07013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding50,062$7.99M+3,672Timeline
CANADA PENSION PLAN INVESTMENT BOARD50,000$7.98M0.01%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding48,997$7.82M-21,960Timeline
JOHNSON INVESTMENT COUNSEL INC48,959$7.81M0.08%+4,61813F-HRTimeline
WEALTH ALLIANCE, LLC48,946$7.81M0.93%-1,68513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…48,632$7.76M0.44%+3,50313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC48,369$7.72M0.11%+3,83513F-HRTimeline
J.Safra Asset Management Corp47,904$7.71M0.63%013F-HRTimeline
CERTUITY, LLC47,716$7.61M0.83%+10,70713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …47,135$7.52M0.11%-7,52113F-HRTimelineGroup
ONE Advisory Partners, LLC47,088$7.51M3.33%-2,41613F-HRTimeline
Spectrum Wealth Counsel, LLC46,897$7.48M0.88%-3,66913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC46,533$7.42M1.24%-3,02013F-HRTimeline
Ashton Thomas Private Wealth, LLC46,262$7.38M0.29%+42,62013F-HRTimeline
Keystone Financial Services45,790$7.3M2.8%+47413F-HRTimeline
SCOTIA CAPITAL INC.45,764$7.3M0.04%+1,13613F-HRTimeline
Physician Wealth Advisors, Inc.45,718$7.29M1.23%-2,05713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP45,432$7.25M<0.01%-71113F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC45,171$7.21M0.54%-4713F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC45,069$7.19M5.16%+8913F-HRTimeline
KICKSTAND VENTURES, LLC.44,842$7.15M1.83%-1,92013F-HRTimeline
TSA Wealth Managment LLC44,762$7.14M2.91%-1,87313F-HRTimeline
RFG Advisory, LLC44,734$7.14M0.2%+2,69013F-HRTimeline
Federation des caisses Desjardins du Qu…43,078$6.87M0.03%+12313F-HRTimeline
PITTENGER & ANDERSON INC43,015$6.86M0.25%013F-HRTimeline
BEACON FINANCIAL GROUP42,767$6.82M0.73%+1,13613F-HRTimeline
Focus Financial Network, Inc.42,658$6.8M0.27%-12,85813F-HRTimeline
Summit X, LLC42,584$6.79M1.51%-3,25213F-HRTimeline
Snowden Capital Advisors LLC42,514$6.78M0.21%-2,72113F-HRTimeline
B. Riley Wealth Advisors, Inc.42,398$6.76M0.22%-21,12313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC42,158$6.73M0.02%+14,52713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.41,868$6.68M0.01%+1,23213F-HRTimelineGroup
Simmons Bankin group Simmons Bank41,080$6.55M0.48%-46013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV40,850$6.52M0.02%-35,46913F-HRTimeline
Variant Private Wealth, LLC40,796$6.51M6.21%13F-HRTimeline
First Heartland Consultants, Inc.40,669$6.49M0.67%+5,35913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV39,738$6.34M0.52%+5013F-HRTimeline
PAX Financial Group, LLC39,717$6.34M1.13%+33313F-HRTimeline
Essex LLC39,705$6.33M1.33%-3,02013F-HRTimeline
KWB Wealth41,253$6.25M0.78%-6,56013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC38,940$6.21M0.21%+4,92513F-HRTimeline
Berkeley Capital Partners, LLC38,530$6.15M1.71%+1,08413F-HRTimeline
Three Seasons Wealth, LLC38,424$6.13M2.99%+26,00913F-HRTimeline
Regal Investment Advisors LLC38,202$6.09M0.46%-99613F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…37,868$6.04M2.83%+4,95513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp37,837$6.04M0.02%+36313F-HRTimelineGroup
Mutual Advisors, LLC37,903$6.02M0.17%-88713F-HRTimeline
Empirical Asset Management, LLC36,643$5.85M1.95%-24713F-HRTimeline