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Disclosery

IYW ISHARES TR

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SHS (fund)

1,187 managers (1,199 13F filers) reported a position in IYW shares at 2025-09-30, 60,540,573 shares in all. 112 filers opened a position and 76 filers sold out during the quarter.

Managers
1,187
13F filers
1,199
New
112
Added
294
Reduced
502
Sold out
76
Shares held by filers
60,540,573

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MORGAN STANLEYin group MORGAN STANLEY5,586,707$1.09B0.07%-353,46013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,414,701$865M0.06%-190,60413F-HR/ATimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,327,186$848M12.76%-35,35913F-HRTimelineGroup
LPL Financial LLC3,601,849$705M0.21%-1,814,16113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,001,420$588M0.04%-183,68413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,387,513$468M-7,684,669Timeline
UBS Group AGin group UBS Group AG1,882,618$369M0.07%+72,48513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,611,173$316M0.06%+628,28613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,597,824$313M0.06%+19,27013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,524,432$299M0.1%-74,19113F-HRTimelineGroup
Dynasty Wealth Management, LLC1,114,634$218M2.91%+64,13613F-HRTimeline
RiverFront Investment Group, LLC897,991$177M3.11%+36,39613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC891,989$175M0.04%-264,54713F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC857,120$168M0.1%-307,70213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.742,665$141M0.2%+286,85813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC709,865$139M0.18%-54,25913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC605,197$119M0.02%-20,54513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP562,924$110M0.17%-317,90013F-HRTimelineGroup
Cetera Investment Advisers551,082$108M0.13%-127,93613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC737,156$105M2.06%+214,65413F-HRTimeline
Parker Investment Management, LLC466,621$91.4M12.47%-234,09613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…426,451$83.5M0.06%+56,70813F-HRTimelineGroup
Portfolio Strategies, Inc.407,509$79.8M9.28%+58,09913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding406,339$79.6M-12,994Timeline
HighTower Advisors, LLC389,331$76.3M0.09%+14,74213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…372,638$73M0.04%-1,84013F-HRTimelineGroup
Quotient Wealth Partners, LLC368,681$72.2M1.98%-14,29613F-HRTimeline
MML INVESTORS SERVICES, LLC349,411$68.4M0.18%-536,86713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS320,764$62.8M0.13%-20,23213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP318,137$62.3M0.06%-166,40113F-HRTimelineGroup
OneDigital Investment Advisors LLC299,547$58.7M0.6%-289,29913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…283,881$55.6M0.11%+1,32513F-HRTimelineGroup
NorthCoast Asset Management LLC268,224$52.5M0.2%+20,03713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.265,255$52M<0.01%-13,66913F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…226,195$44.3M0.04%+55,00813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC224,653$44M0.34%-642,44213F-HRTimelineGroup
NewEdge Advisors, LLC217,791$42.7M0.19%-299,58513F-HRTimeline
Janney Montgomery Scott LLC215,360$42.2M0.1%-414,19413F-HRTimeline
Private Advisor Group, LLC213,902$41.9M0.21%-30,42513F-HRTimeline
Atlas Legacy Advisors, LLC213,322$41.8M8.07%-8,97813F-HRTimeline
Apexium Financial, LP206,725$40.5M1.97%+4,28713F-HRTimeline
Cambridge Investment Research Advisors,…203,871$39.9M0.11%-55,17713F-HRTimeline
Sanctuary Advisors, LLC202,795$39.7M0.23%-154,16513F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP202,849$39.4M0.03%+41,32413F-HRTimelineGroup
PINKERTON WEALTH, LLC199,928$39.2M4.21%+1,99413F-HRTimeline
Howard Capital Management Group, LLC182,791$35.8M2.27%-12,10113F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding181,869$35.6M-46,176Timeline
FIRST MERCHANTS CORP171,885$33.7M1.27%-9,96413F-HRTimeline
Mariner, LLCin group Mariner, LLC166,322$32.6M0.04%-16,84013F-HRTimelineGroup
Creative Planningin group Creative Planning159,008$31.1M0.02%-74813F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK152,572$29.9M0.17%-4,90813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.146,609$28.7M0.21%+9,83813F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding146,529$28.7M+39,322Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS144,445$28.3M0.02%+143,17713F-HRTimelineGroup
True Freedom Investing, LLC136,434$26.7M9.54%-20813F-HRTimeline
Compound Planning, Inc.135,021$26.4M0.86%+13,04513F-HRTimeline
CWM, LLCin group CWM, LLC133,208$26.1M0.08%-773,18513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…121,850$23.9M0.17%-193,25613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…119,719$23.7M0.04%+38313F-HRTimeline
Perennial Investment Advisors, LLC119,809$23.5M1.94%-29,13113F-HRTimeline
MA Private Wealth119,589$23.4M3.94%-55513F-HRTimeline
Perigon Wealth Management, LLC116,422$22.8M0.47%+2,17613F-HRTimeline
Patton Albertson Miller Group, LLC115,798$22.7M2.74%+1,84113F-HRTimeline
Stillwater Capital Advisors, LLC110,851$21.7M2.44%-63413F-HRTimeline
Integrated Wealth Concepts LLC110,774$21.7M0.19%-39,74713F-HRTimeline
Capital Investment Advisors, LLC109,575$21.5M0.35%-82613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC106,164$20.8M1.78%-1,20813F-HRTimelineGroup
Merit Financial Group, LLC105,137$20.6M0.19%-135,03413F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/105,008$20.6M0.01%+75613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC100,163$19.6M0.04%+46,25513F-HRTimelineGroup
SOFI WEALTH, LLC100,010$19.6M1.05%-320,01013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…95,213$18.6M0.32%-18,90913F-HRTimelineGroup
First Citizens Financial Corp92,398$18.1M8.95%-23213F-HRTimeline
Mendel Capital Management LLC89,975$17.6M9.24%-67013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP89,612$17.6M0.03%+8,44313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP88,754$17.4M0.02%-76,63713F-HRTimelineGroup
RVW Wealth, LLC87,683$17.2M1.34%+1,40513F-HRTimeline
HC Advisors, LLC82,494$16.2M11.35%+1,02013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …80,536$15.6M0.17%+37,54513F-HRTimelineGroup
IHT Wealth Management, LLC78,031$15.3M0.39%-60,03513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…77,913$15.3M0.03%+21,96413F-HRTimelineGroup
FMR LLCin group FMR LLC76,480$15M<0.01%+2,37413F-HRTimelineGroup
Pettinga Financial Advisors LLC74,455$14.6M2.84%-14,61813F-HRTimeline
Camarda Financial Advisors, LLC71,610$14M5.17%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/70,535$13.8M0.02%-23913F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC69,554$13.6M1.55%+34213F-HRTimeline
&PARTNERS67,738$13.3M0.08%-9,96613F-HRTimeline
Rollins Financial Advisors, LLC67,531$13.2M2%-2,01113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.66,692$13.1M0.02%-75813F-HRTimelineGroup
Steward Partners Investment Advisory, L…66,294$13M0.07%-32,08913F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC65,930$12.9M0.88%-13,67513F-HRTimeline
Guerra Advisors Inc65,811$12.9M4.76%-6,50713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV64,767$12.7M0.02%+17,84213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding64,731$12.7M+1,996Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp64,417$12.6M0.24%-1,10913F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp63,847$12.5M0.04%-3,40013F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.63,716$12.5M3.72%-99413F-HRTimeline
TABLEAUX LLC63,496$12.4M4.98%+20,40813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC62,305$12.2M0.01%+29,01613F-HRTimelineGroup
Signature Wealth Management Partners, L…62,183$12.2M6.38%-2,86513F-HRTimeline
Finley Financial, LLC60,816$11.9M5.51%+1,71013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding60,610$11.9M+2,102Timeline
SCHRODER INVESTMENT MANAGEMENT GROUP61,001$11.9M0.01%+21,82113F-HRTimeline
Stonebridge Financial Planning Group, L…60,591$11.9M4.46%-76313F-HRTimeline
J.W. COLE ADVISORS, INC.60,007$11.8M0.22%+2,66513F-HRTimeline
CPR Investments Inc.59,346$11.6M8%-3,09613F-HRTimeline
Prospera Financial Services Inc59,314$11.6M0.2%+1,04013F-HRTimeline
GRIES FINANCIAL LLC58,664$11.5M1.82%-2,45213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC58,301$11.4M0.1%+1,61413F-HRTimeline
Moloney Securities Asset Management, LLC58,238$11.4M1.36%+49,66613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC58,062$11.4M0.04%-3,72013F-HRTimelineGroup
Farther Finance Advisors, LLC57,332$11.2M0.17%-15,95213F-HRTimeline
Cadent Capital Advisors, LLC56,669$11.1M2.94%+5,19513F-HRTimeline
Advisory Services Network, LLC56,409$11M0.16%-27,61313F-HRTimeline
HRT FINANCIAL LP56,072$11M0.04%new13F-HRTimeline
MAI Capital Management55,434$10.9M0.07%-36313F-HRTimeline
Dynamic Advisor Solutions LLC55,005$10.8M0.31%+90213F-HRTimeline
Crown Wealth Group, LLC54,508$10.7M3.21%+4,27713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC54,435$10.7M0.04%+1,61413F-HRTimelineGroup
Perkins Coie Trust Co54,151$10.6M2%+3,68013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC54,147$10.6M0.02%-1,20113F-HRTimelineGroup
FINANCIAL LIFE ADVISORS53,920$10.6M3.39%-1,52413F-HRTimeline
KICKSTAND VENTURES, LLC.52,826$10.3M2.28%-3,68813F-HRTimeline
CoreCap Advisors, LLC51,940$10.2M0.37%+24,02213F-HRTimeline
Jackson Wealth Management, LLC51,558$10.1M1.01%+30813F-HRTimeline
Strategic Blueprint, LLC51,420$10.1M0.44%-26,01813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC51,416$10.1M0.01%new13F-HRTimelineGroup
Mechanics Bank Trust Department51,379$10.1M1.41%-1,16213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management51,041$10M0.34%-2,01713F-HRTimelineGroup
Bleakley Financial Group, LLC48,853$9.57M0.22%+1,41213F-HRTimeline
Prime Capital Investment Advisors, LLC48,478$9.49M0.12%+17313F-HRTimeline
AE Wealth Management LLC48,336$9.47M0.06%-62,99413F-HRTimeline
Essex LLC48,020$9.41M1.7%-96713F-HRTimeline
J.Safra Asset Management Corp47,904$9.38M0.57%013F-HRTimeline
WCG Wealth Advisors LLC47,766$9.36M0.59%+18713F-HRTimeline
Central Pacific Bank - Trust Division47,107$9.23M1.12%+21413F-HRTimeline
CERTUITY, LLC47,030$9.21M0.63%+1313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC46,544$9.12M0.55%+7,31113F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC46,170$9.04M6.59%+94713F-HRTimeline
Three Seasons Wealth, LLC45,860$8.98M0.89%+44,17813F-HRTimeline
NorthRock Partners, LLC45,241$8.86M0.16%+39,72513F-HRTimeline
Federation des caisses Desjardins du Qu…45,208$8.85M0.03%+3,60913F-HRTimeline
Prostatis Group LLC45,013$8.82M2.21%-52213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC44,807$8.78M1.24%-1413F-HRTimeline
One Wealth Advisors, LLC44,770$8.77M1.1%-32,98913F-HRTimeline
Atria Investments, Inc44,646$8.74M0.1%-79,82213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP44,543$8.72M<0.01%+8,43613F-HRTimelineGroup
KWB Wealth49,820$8.63M0.95%-3,58613F-HRTimeline
RPS ADVISORY SOLUTIONS LLC43,772$8.57M4.2%+42,53413F-HRTimeline
Keebeck Wealth Management43,422$8.5M1.01%-13,72113F-HRTimeline
Focus Financial Network, Inc.43,389$8.5M0.3%+14213F-HRTimeline
Centerline Wealth Advisors, LLC43,379$8.5M3.7%-5,38513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC43,191$8.46M0.01%+36,39413F-HRTimelineGroup
PITTENGER & ANDERSON INC43,015$8.42M0.31%013F-HRTimeline
SCOTIA CAPITAL INC.42,538$8.33M0.04%+1,55213F-HRTimeline
Ashton Thomas Private Wealth, LLC41,798$8.19M0.21%-2,45813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding41,650$8.16M-7,826Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding41,646$8.16M-1,344Timeline
IFP Advisors, Inc41,582$8.14M0.21%-2,08513F-HR/ATimeline
Ciovacco Capital Management LLC40,656$7.96M4.01%+8313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC40,558$7.94M0.19%+7,40713F-HRTimeline
Simmons Bankin group Simmons Bank40,027$7.84M0.52%-2513F-HRTimelineGroup
Berkeley Capital Partners, LLC38,885$7.62M1.8%-22813F-HRTimeline
CFS Investment Advisory Services, LLC37,093$7.53M0.56%-54,96013F-HRTimeline
Commonwealth Financial Services, LLC37,433$7.33M1.25%-2,39713F-HRTimeline
Wealthspire Advisors, LLC36,664$7.18M0.04%+20,66413F-HRTimeline
COMERICA BANK36,498$7.15M0.03%-12,91713F-HRTimeline
Empirical Asset Management, LLC36,343$7.12M1.98%-81113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.36,291$7.11M0.01%-8,02513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,101$7.07M0.01%+33,98313F-HRTimelineGroup
Sigma Planning Corp36,075$7.07M0.2%-3,37313F-HRTimeline
Keystone Financial Services36,073$7.07M2.19%-94013F-HRTimeline
Fortitude Family Office, LLC35,353$6.92M1.87%+34,92113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp35,078$6.87M<0.01%-320,37813F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC35,069$6.87M0.09%-14113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC34,925$6.84M1.13%-70113F-HRTimeline
Summit Financial Consulting LLC34,820$6.82M5.44%new13F-HRTimeline
Orion Porfolio Solutions, LLC34,705$6.8M0.05%-49,89513F-HRTimeline
PFG Investments, LLC33,452$6.55M0.34%-5113F-HRTimeline
WealthBridge Capital Management, LLC33,250$6.51M1.53%-45113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\33,155$6.49M0.01%-70,29813F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC32,980$6.46M0.27%-4013F-HRTimeline
Shepherd Financial Partners LLC32,803$6.42M0.61%-57,97313F-HRTimeline
INTEGRITY ALLIANCE, LLC.32,762$6.42M0.3%+4213F-HRTimeline
First Heartland Consultants, Inc.32,357$6.34M0.51%-5,81713F-HRTimeline
Icon Wealth Advisors, LLC32,168$6.3M0.43%-73,41613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV31,905$6.25M0.42%-30813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC31,789$6.23M1.03%-21113F-HRTimeline
HARBOUR INVESTMENTS, INC.31,723$6.21M0.14%+2,75713F-HRTimeline
Beacon Bridge Wealth Partners, LLC31,557$6.18M2.2%+27813F-HRTimeline
BLAIR WILLIAM & CO/IL31,487$6.17M0.02%-15413F-HRTimeline
BBR PARTNERS, LLC30,740$6.02M0.35%+11,75813F-HRTimeline
Kingsman Wealth Management, Inc.30,737$6.02M3.35%+3,38813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …30,648$6M0.35%-65,86813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC29,950$5.87M0.4%-71013F-HRTimeline
IEQ CAPITAL, LLC29,886$5.85M0.02%+9,04213F-HRTimeline
Carnegie Investment Counsel29,455$5.77M0.11%+51213F-HRTimeline
UNIQUE WEALTH, LLC29,266$5.73M0.84%+2,94013F-HRTimeline
Runnymede Capital Advisors, Inc.29,185$5.72M4.71%013F-HRTimeline
Gallagher Capital Advisors, LLC27,287$5.7M3.28%+10,97813F-HRTimeline