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Disclosery

IYW ISHARES TR

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SHS (fund)

1,091 managers (1,102 13F filers) reported a position in IYW shares at 2025-03-31, 82,173,716 shares in all. 58 filers opened a position and 93 filers sold out during the quarter.

Managers
1,091
13F filers
1,102
New
58
Added
426
Reduced
371
Sold out
93
Shares held by filers
82,173,716

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,049,988$1.55B-395,946Timeline
MORGAN STANLEYin group MORGAN STANLEY5,952,408$836M0.06%+100,13013F-HRTimelineGroup
LPL Financial LLC5,335,760$749M0.29%+224,43813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,528,761$636M15.2%+192,00813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,484,747$630M0.06%+187,22013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,344,640$470M0.04%-76,32513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,870,638$263M0.06%-81,66713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,501,234$211M0.08%-104,49713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,484,829$209M0.05%+61,08513F-HRTimelineGroup
Dynasty Wealth Management, LLC1,308,001$184M3.06%-96,03813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,218,124$171M0.37%+480,20013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,129,480$159M0.04%-68,91113F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,047,713$147M0.59%-32,20413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,043,316$147M0.03%-28,78313F-HR/ATimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,021,938$144M0.14%+542,81613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC966,309$136M1.67%+34,52913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC945,244$133M0.19%+72,13913F-HRTimeline
MML INVESTORS SERVICES, LLC920,001$129M0.43%+69,61513F-HRTimeline
RiverFront Investment Group, LLC838,208$118M2.62%+25,54013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.829,472$116M<0.01%+18,85513F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC763,350$107M0.07%+11813F-HRTimelineGroup
Cetera Investment Advisers703,233$98.8M0.19%+10,64713F-HRTimeline
OneDigital Investment Advisors LLC656,978$92.3M1.09%-48513F-HRTimeline
Janney Montgomery Scott LLC620,840$87.2M0.25%+13,19213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC584,484$82.1M0.02%+1,45713F-HR/ATimelineGroup
NewEdge Advisors, LLC575,669$80.8M0.48%+49,09713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC556,840$78.2M1.97%-8,83113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP508,710$71.4M0.08%+12,12013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.417,579$58.7M0.13%-32,51313F-HRTimelineGroup
SOFI WEALTH, LLC405,256$56.9M4.28%+396,95313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding380,605$53.5M+11,005Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…379,904$53.4M0.03%-9,45513F-HRTimelineGroup
Quotient Wealth Partners, LLC379,814$53.3M1.7%+15,45213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp376,895$52.9M0.01%+31,30013F-HRTimelineGroup
HighTower Advisors, LLC375,924$52.8M0.07%+9,80213F-HRTimeline
Portfolio Strategies, Inc.352,319$49.5M7.66%-1,64113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…344,441$48.4M0.41%-5,12313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS339,574$47.7M0.12%-5,51313F-HRTimeline
Sanctuary Advisors, LLC334,002$46.9M0.33%-12113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.327,183$45.9M0.28%-34,82613F-HRTimeline
Ashton Thomas Private Wealth, LLC322,863$45.3M1.74%+276,60113F-HRTimeline
CW Advisors, LLC318,535$44.7M0.54%-12,38613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…316,672$44.5M0.04%+44,07713F-HRTimelineGroup
Parker Investment Management, LLC309,444$43.5M7.77%-232,48113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…278,155$43.3M0.1%+2,74713F-HR/ATimelineGroup
Foundations Investment Advisors, LLC286,146$40.2M0.74%+32,76413F-HRTimeline
JB Capital LLC281,513$39.5M2.18%+19,59213F-HRTimeline
Cambridge Investment Research Advisors,…279,640$39.3M0.13%+23,89913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…264,401$37.1M0.09%+144,50513F-HRTimelineGroup
Atlas Legacy Advisors, LLC222,465$33.3M8.46%-17,58713F-HRTimeline
Private Advisor Group, LLC221,847$31.2M0.19%+13,07213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding210,518$29.6M-257Timeline
Merit Financial Group, LLC206,402$29M0.43%+123,00513F-HRTimeline
Apexium Financial, LP200,929$28.2M1.68%-5,91713F-HRTimeline
Howard Capital Management Group, LLC196,742$27.6M2.15%-7,68113F-HRTimeline
Advocacy Wealth Management, LLC192,302$27M1.84%+20,25313F-HRTimeline
FIRST MERCHANTS CORP186,559$26.2M1.05%-10,83213F-HRTimeline
Advisory Services Network, LLC185,992$26.1M0.5%+24,07113F-HRTimeline
Mariner, LLCin group Mariner, LLC183,794$25.8M0.04%-4,15313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP169,773$23.8M0.04%+14,14213F-HRTimelineGroup
Creative Planningin group Creative Planning169,052$23.7M0.02%+45,24213F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK166,928$23.4M0.15%-4,56813F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC158,880$22.3M0.96%+113,70913F-HRTimelineGroup
AE Wealth Management LLC150,358$21.1M0.18%+13,84113F-HRTimeline
Atria Wealth Solutions, Inc.145,440$20.4M0.25%-6,17313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…143,291$20.1M0.04%+15,78513F-HRTimeline
Austin Private Wealth, LLC136,271$19.1M1.72%+11,54713F-HRTimeline
Perennial Investment Advisors, LLC134,754$18.9M2.13%+23,38813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC134,005$18.8M0.56%-1,14113F-HRTimelineGroup
SPC Financial, Inc.133,965$18.8M1.65%-83913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP128,778$18.1M0.02%+25,84813F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.126,123$17.7M0.17%+27,44713F-HRTimelineGroup
Atria Investments, Inc125,630$17.6M0.23%+13,81713F-HRTimeline
IHT Wealth Management, LLC121,355$17M0.53%+10,64413F-HRTimeline
Integrated Wealth Concepts LLC120,996$17M0.2%+4,48013F-HRTimeline
Prospera Financial Services Inc120,213$16.9M0.39%-3413F-HRTimeline
MA Private Wealth119,366$16.8M3.15%+1,27713F-HRTimeline
Compound Planning, Inc.114,734$16.1M0.74%+11,89313F-HRTimeline
INTEGRITY ALLIANCE, LLC.114,697$16.1M0.64%+36,25813F-HRTimeline
Perigon Wealth Management, LLC113,520$15.9M0.41%-12,88413F-HRTimeline
Capital Investment Advisors, LLC112,873$15.9M0.31%-3,08213F-HRTimeline
Stillwater Capital Advisors, LLC112,020$15.7M2.2%+2,27713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\111,638$15.7M0.02%-79113F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …109,465$15.5M1.23%+6,77813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC108,746$15.3M1.45%-3,32013F-HRTimelineGroup
Icon Wealth Advisors, LLC108,643$15.3M1.26%+11,90113F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP105,813$14.9M0.25%+17,00513F-HRTimeline
Farther Finance Advisors, LLC103,219$14.6M0.37%+5,91313F-HRTimeline
First Citizens Financial Corp103,471$14.5M8.22%-16013F-HRTimeline
Patton Albertson Miller Group, LLC102,701$14.4M2.14%+23,02813F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/102,693$14.4M0.01%+1,43713F-HRTimelineGroup
CFS Investment Advisory Services, LLC98,847$13.9M1.24%+43913F-HRTimeline
Lifelong Wealth Advisors, Inc.95,423$13.4M6.28%-1713F-HRTimeline
Mendel Capital Management LLC93,965$13.2M7.99%-1,42713F-HRTimeline
First Horizon Advisors, Inc.92,067$12.9M0.36%+1,59913F-HRTimeline
Shepherd Financial Partners LLC88,240$12.4M1.45%new13F-HRTimeline
Ciovacco Capital Management LLC86,412$12.1M8.5%-1,91313F-HRTimeline
Horst & Graben Wealth Management LLC84,623$11.9M2.13%+53613F-HRTimeline
HC Advisors, LLC84,182$11.8M8.85%+8,65313F-HRTimeline
One Wealth Advisors, LLC82,851$11.6M1.74%-57213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…82,329$11.6M0.02%+66,85213F-HRTimelineGroup
Steward Partners Investment Advisory, L…82,093$11.5M0.1%+6,21213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP81,354$11.4M0.02%+91713F-HRTimelineGroup
Modern Wealth Management, LLC80,590$11.3M0.36%+8,26313F-HR/ATimeline
Strategic Blueprint, LLC79,572$11.2M0.61%+2,27313F-HRTimeline
Security Financial Services, INC.78,750$11.1M2.2%+72913F-HRTimeline
West Wealth Group, LLC76,228$10.8M3.2%+3,28813F-HRTimeline
RVW Wealth, LLC76,025$10.7M1.01%+72,61213F-HRTimeline
Guerra Advisors Inc74,605$10.5M5.86%-6,30913F-HRTimeline
Stone House Investment Management, LLC71,171$10M2.03%+11,52613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/70,736$9.94M0.01%-1,71513F-HRTimelineGroup
SteelPeak Wealth, LLC70,560$9.91M0.42%-1,71013F-HRTimeline
Pettinga Financial Advisors LLC69,901$9.82M2.31%-1,31513F-HRTimeline
Buttonwood Financial Group, LLC73,709$9.79M5.74%+2,57713F-HRTimeline
FMR LLCin group FMR LLC68,678$9.65M<0.01%+1,47713F-HRTimelineGroup
Rollins Financial Advisors, LLC67,068$9.42M1.64%-3,48013F-HR/ATimeline
Sharkey, Howes & Javer66,814$9.38M1.34%+4,76913F-HRTimeline
Sandy Spring Bank66,512$9.34M0.39%-3,82513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC65,847$9.25M1.26%+3,94713F-HRTimeline
High Falls Advisors, Inc65,795$9.24M2.17%+72513F-HRTimeline
Scarborough Advisors, LLC65,711$9.23M1.31%+2,30713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC57,157$9.12M0.2%+65713F-HRTimelineGroup
GRIES FINANCIAL LLC64,734$9.09M1.76%-12,13713F-HRTimeline
Signature Wealth Management Partners, L…64,552$9.07M5.94%+1,72713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.73,360$8.99M0.02%-10,53813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC63,258$8.88M0.04%+12,14313F-HRTimelineGroup
Keebeck Wealth Management63,149$8.87M1.31%+3,65913F-HRTimeline
Stonebridge Financial Planning Group, L…63,129$8.87M4.05%-6,06713F-HRTimeline
Mechanics Bank Trust Department62,066$8.72M1.19%-51813F-HRTimeline
Trek Financial, LLC61,527$8.64M0.62%+31,73513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding60,961$8.56M+10,899Timeline
Finley Financial, LLC59,026$8.43M4.7%+1,60513F-HRTimeline
Orion Porfolio Solutions, LLC58,491$8.21M0.08%-3,41513F-HRTimeline
Orion Portfolio Solutions, LLC58,491$8.21M0.08%-3,41513F-HR/ATimeline
B. Riley Wealth Advisors, Inc.57,382$8.06M0.24%+14,98413F-HRTimeline
MAI Capital Management56,373$7.92M0.06%-1,70013F-HRTimeline
Blue Trust, Inc.55,396$7.78M0.1%+1,45113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management55,065$7.73M0.25%-24513F-HRTimelineGroup
&PARTNERS54,647$7.67M0.08%-4,25913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC54,535$7.66M0.02%+2,66413F-HRTimelineGroup
Kelly Financial Services LLC54,407$7.64M2.66%+1,60513F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC54,332$7.63M0.59%+20,60013F-HRTimeline
J.W. COLE ADVISORS, INC.54,117$7.6M0.24%-57,72513F-HRTimeline
FINANCIAL LIFE ADVISORS53,247$7.48M2.79%+93813F-HRTimeline
Cypress Wealth Services, LLC52,507$7.37M1.5%+22313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC52,216$7.33M0.04%-1,45713F-HRTimelineGroup
Cadent Capital Advisors, LLC52,034$7.31M2.78%-59413F-HRTimeline
Perkins Coie Trust Co51,746$7.27M1.65%+82213F-HRTimeline
Jackson Wealth Management, LLC51,515$7.24M0.88%+1,10513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC51,418$7.22M0.02%+9,26013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC51,258$7.2M0.07%+2,29913F-HRTimeline
WEALTH ALLIANCE, LLC50,468$7.09M0.86%+1,52213F-HRTimeline
KWB Wealth44,375$7.08M0.85%+3,12213F-HRTimeline
COMERICA BANK50,349$7.07M0.03%-4,43213F-HRTimeline
Prime Capital Investment Advisors, LLC50,162$7.04M0.08%+1,79313F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD50,000$7.02M0.01%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding49,773$6.99M-3,541Timeline
ONE Advisory Partners, LLC49,126$6.9M2.95%+2,03813F-HRTimeline
Spectrum Wealth Counsel, LLC49,071$6.89M0.83%+2,17413F-HRTimeline
Physician Wealth Advisors, Inc.49,062$6.89M1.19%+3,34413F-HRTimeline
Focus Financial Network, Inc.48,501$6.81M0.28%+5,84313F-HRTimeline
WCG Wealth Advisors LLC48,103$6.76M0.51%-2,11313F-HR/ATimeline
LIBERTY WEALTH MANAGEMENT LLC48,100$6.75M1.29%+1,56713F-HR/ATimeline
J.Safra Asset Management Corp47,904$6.73M0.55%013F-HR/ATimeline
CERTUITY, LLC47,674$6.7M0.7%-4213F-HRTimeline
Keystone Financial Services47,034$6.61M2.52%+1,24413F-HRTimeline
Bleakley Financial Group, LLC46,842$6.58M0.21%-5,38513F-HRTimeline
KICKSTAND VENTURES, LLC.46,484$6.53M1.68%+1,64213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding45,791$6.43M-3,206Timeline
BEACON FINANCIAL GROUP45,775$6.43M0.7%+3,00813F-HRTimeline
TSA Wealth Managment LLC45,472$6.39M2.54%+71013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC45,402$6.38M<0.01%+14,68313F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC45,215$6.35M4.67%+14613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.44,557$6.26M0.01%+2,68913F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …44,401$6.24M0.09%-2,73413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV44,113$6.2M0.01%+3,26313F-HRTimeline
Vestmark Advisory Solutions, Inc.44,066$6.19M0.16%new13F-HRTimeline
Snowden Capital Advisors LLC43,287$6.08M0.19%+77313F-HRTimeline
PITTENGER & ANDERSON INC43,015$6.04M0.22%013F-HRTimeline
IFP Advisors, Inc42,841$6.02M0.19%+9,15013F-HRTimeline
Summit X, LLC42,837$6.02M1.26%+25313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP42,303$5.94M<0.01%-3,12913F-HRTimelineGroup
PAX Financial Group, LLC42,004$5.9M1.05%+2,28713F-HRTimeline
Federation des caisses Desjardins du Qu…41,371$5.81M0.03%-1,70713F-HRTimeline
Midwest Capital Advisors, LLC41,253$5.79M3.56%+4,85113F-HRTimeline
Sigma Planning Corp40,735$5.72M0.18%+8,49213F-HRTimeline
Simmons Bankin group Simmons Bank40,723$5.72M0.43%-35713F-HRTimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…40,591$5.71M2.57%+2,72313F-HRTimeline
TABLEAUX LLC40,315$5.66M4.08%+4,23013F-HRTimeline
SCOTIA CAPITAL INC.39,734$5.58M0.03%-6,03013F-HRTimeline
Regal Investment Advisors LLC39,529$5.55M0.45%+1,32713F-HRTimeline
Essex LLC39,025$5.48M1.19%-68013F-HRTimeline
Variant Private Wealth, LLC38,973$5.47M5.87%-1,82313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV38,973$5.47M0.44%-76513F-HRTimeline
Berkeley Capital Partners, LLC38,818$5.45M1.5%+28813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp38,029$5.34M0.02%+19213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management37,634$5.29M0.08%-31,69813F-HRTimelineGroup
Central Pacific Bank - Trust Division37,499$5.27M0.73%+9,52713F-HRTimeline
Empirical Asset Management, LLC37,309$5.24M1.79%+66613F-HRTimeline
Wealthspire Advisors, LLC37,190$5.22M0.03%+21,10213F-HRTimeline