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Disclosery

IYW ISHARES TR

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SHS (fund)

1,239 managers (1,254 13F filers) reported a position in IYW shares at 2025-12-31, 58,977,288 shares in all. 68 filers opened a position and 81 filers sold out during the quarter.

Managers
1,239
13F filers
1,254
New
68
Added
303
Reduced
504
Sold out
81
Shares held by filers
58,977,288

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY5,773,004$1.15B0.07%+186,29713F-HR/ATimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,354,541$870M12.84%+27,35513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,033,291$805M0.05%+1,031,87113F-HRTimelineGroup
LPL Financial LLC3,591,793$717M0.2%-10,05613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,562,593$711M0.05%-852,10813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,105,809$420M-281,704Timeline
UBS Group AGgroup of 2 filers holding1,827,033$365M-55,585Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,551,709$310M0.06%-46,11513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,475,503$295M0.09%-48,92913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,038,224$207M0.31%+475,30013F-HRTimelineGroup
Dynasty Wealth Management, LLC986,140$197M1.93%-128,49413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA957,868$191M0.03%-653,30513F-HRTimelineGroup
RiverFront Investment Group, LLC918,400$183M3.02%+20,40913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC886,487$177M0.1%+29,36713F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC744,568$149M0.03%-147,42113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC720,720$144M0.19%+10,85513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.656,889$131M0.19%-85,77613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC588,276$117M0.02%-16,92113F-HR/ATimelineGroup
Cetera Investment Advisers566,967$113M0.12%+15,88513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC702,258$100M1.83%-34,89813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding467,962$93.4M+61,623Timeline
Portfolio Strategies, Inc.398,245$79.5M9.21%-9,26413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…394,891$78.9M0.05%-31,56013F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…371,681$74.2M0.04%-95713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC349,623$69.8M0.17%+21213F-HRTimeline
HighTower Advisors, LLC340,236$67.9M0.07%-49,09513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding322,255$64.3M+261,645Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP320,619$64M0.06%+2,48213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…318,712$63.6M0.38%+196,86213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS305,708$61M0.12%-15,05613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…280,845$56.1M0.1%-3,03613F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.254,220$50.8M<0.01%-11,03513F-HRTimelineGroup
Parker Investment Management, LLC250,330$50M7.11%-216,29113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP240,072$48M0.03%+37,22313F-HRTimelineGroup
Atlas Legacy Advisors, LLC238,284$47.6M8.35%+24,96213F-HRTimeline
OneDigital Investment Advisors LLC223,700$44.7M0.44%-75,84713F-HRTimeline
Sanctuary Advisors, LLC209,328$41.8M0.23%+6,53313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC206,326$41.2M0.74%new13F-HR/ATimeline
PINKERTON WEALTH, LLC203,871$40.7M4.17%+3,94313F-HRTimeline
Janney Montgomery Scott LLC203,191$40.6M0.09%-12,16913F-HRTimeline
Cambridge Investment Research Advisors,…201,581$40.3M0.11%-2,29013F-HRTimeline
NewEdge Advisors, LLC183,031$36.5M0.13%-34,76013F-HRTimeline
Private Advisor Group, LLC181,506$36.2M0.17%-32,39613F-HRTimeline
Howard Capital Management Group, LLC181,287$36.2M2.29%-1,50413F-HRTimeline
FIRST MERCHANTS CORP170,058$34M1.26%-1,82713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC168,610$33.7M0.29%-56,04313F-HRTimelineGroup
OpenArc Corporate Advisory, LLC160,423$32M0.53%13F-HRTimeline
Creative Planningin group Creative Planning159,905$31.9M0.02%+89713F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding155,668$31.1M-26,201Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…152,815$30.5M0.35%+57,60213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.152,043$30.4M0.21%+5,43413F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK147,081$29.4M0.16%-5,49113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC142,322$28.4M0.03%-24,00013F-HRTimelineGroup
Compound Planning, Inc.133,646$26.7M0.79%-1,37513F-HRTimeline
CWM, LLCin group CWM, LLC127,828$25.5M0.07%-5,38013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC124,828$24.9M0.05%+24,66513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…119,953$24.3M0.03%+23413F-HRTimeline
Perigon Wealth Management, LLC118,705$23.7M0.42%+2,28313F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…111,932$22.4M0.02%-114,26313F-HRTimelineGroup
Patton Albertson Miller Group, LLC111,210$22.2M2.61%-4,58813F-HRTimeline
Advisory Services Network, LLC110,419$22M0.31%+54,01013F-HRTimeline
Stillwater Capital Advisors, LLC107,134$21.4M2.3%-3,71713F-HRTimeline
Capital Investment Advisors, LLC106,892$21.3M0.33%-2,68313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/103,820$20.7M0.01%-1,18813F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP102,347$20.6M0.02%+41,34613F-HRTimeline
Perennial Investment Advisors, LLC100,538$20.1M1.59%-19,27113F-HRTimeline
Integrated Wealth Concepts LLC99,955$20M0.24%-10,81913F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding98,487$19.7M-7,677Timeline
Merit Financial Group, LLC96,665$19.3M0.15%-8,47213F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding96,331$19.2M-50,198Timeline
Corient Private Wealth LPin group Corient Private Wealth LP93,752$18.7M0.03%+4,14013F-HR/ATimelineGroup
&PARTNERS90,781$18.1M0.09%+23,04313F-HRTimeline
First Citizens Financial Corp90,319$18M8.91%-2,07913F-HRTimeline
True Freedom Investing, LLC90,109$18M1.23%-46,32513F-HRTimeline
WCG Wealth Advisors LLC88,669$17.7M0.5%+40,90313F-HRTimeline
RVW Wealth, LLC85,075$17M1.3%-2,60813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP85,075$17M0.02%-3,67913F-HRTimelineGroup
HC Advisors, LLC82,998$16.6M11.47%+50413F-HRTimeline
FMR LLCin group FMR LLC82,280$16.4M<0.01%+5,80013F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …79,900$16M0.14%-63613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC79,484$15.9M0.02%+25,33713F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC73,793$14.7M0.12%+15,49213F-HRTimeline
Steward Partners Investment Advisory, L…72,657$14.5M0.08%+6,36313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/70,740$14.1M0.01%+20513F-HRTimelineGroup
Camarda Financial Advisors, LLC70,023$14M5.32%-1,58713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…69,376$13.9M0.02%-8,53713F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC69,262$13.8M1.51%-29213F-HRTimeline
Pettinga Financial Advisors LLC69,130$13.8M2.62%-5,32513F-HRTimeline
Prospera Financial Services Inc66,127$13.2M0.22%+6,81313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding65,793$13.1M+1,062Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp64,091$12.8M0.24%-32613F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.63,696$12.7M0.02%-2,99613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp63,642$12.7M0.04%-20513F-HR/ATimelineGroup
Rollins Financial Advisors, LLC62,328$12.4M1.83%-5,20313F-HRTimeline
Signature Wealth Management Partners, L…61,545$12.3M6.08%-63813F-HRTimeline
ADVISORTRUST PARTNERS, LLC61,218$12.2M5.37%13F-HRTimeline
Finley Financial, LLC60,992$12.2M5.58%+17613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC61,361$12.1M0.05%+6,92613F-HRTimelineGroup
Farther Finance Advisors, LLC60,006$12M0.13%+2,67413F-HRTimeline
Atria Investments, Inc59,241$11.8M0.13%+14,59513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC58,541$11.7M0.01%-3,76413F-HRTimelineGroup
Stonebridge Financial Planning Group, L…58,521$11.7M4.22%-2,07013F-HRTimeline
J.W. COLE ADVISORS, INC.61,274$11.6M0.28%+1,26713F-HRTimeline
CPR Investments Inc.57,474$11.5M7.7%-1,87213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC56,242$11.2M0.04%-1,82013F-HRTimelineGroup
MAI Capital Management56,008$11.2M0.06%+57413F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC55,418$11.1M0.75%-10,51213F-HRTimeline
FINANCIAL LIFE ADVISORS54,641$10.9M3.36%+72113F-HRTimeline
Perkins Coie Trust Co54,526$10.9M2.03%+37513F-HRTimeline
Jackson Wealth Management, LLC53,941$10.8M1.05%+2,38313F-HRTimeline
Prostatis Group LLC53,721$10.7M2.56%+8,70813F-HRTimeline
KICKSTAND VENTURES, LLC.53,444$10.7M2.25%+61813F-HRTimeline
IHT Wealth Management, LLC52,716$10.5M0.26%-25,31513F-HRTimeline
High Point Wealth Management, LLC52,598$10.5M9.86%13F-HRTimeline
Cadent Capital Advisors, LLC52,494$10.5M2.77%-4,17513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV52,038$10.4M0.02%-12,72913F-HRTimeline
Lifelong Wealth Advisors, Inc.51,903$10.4M2.76%-11,81313F-HRTimeline
TBH Global Asset Management, LLC89,590$10M1.67%+86,34013F-HRTimeline
Mechanics Bank Trust Department49,704$9.92M1.3%-1,67513F-HRTimeline
Three Seasons Wealth, LLC49,065$9.8M0.93%+3,20513F-HRTimeline
Bleakley Financial Group, LLC48,116$9.61M0.17%-73713F-HRTimeline
J.Safra Asset Management Corp47,904$9.57M0.5%013F-HRTimeline
Essex LLC47,511$9.49M1.68%-50913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management47,194$9.42M0.32%-3,84713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC46,988$9.38M0.11%-1,49013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC46,578$9.3M0.45%+3413F-HRTimeline
CERTUITY, LLC46,350$9.26M0.58%-68013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC45,714$9.13M6.51%-45613F-HRTimeline
One Wealth Advisors, LLC44,826$8.95M1.09%+5613F-HRTimeline
AE Wealth Management LLC44,800$8.95M0.05%-3,53613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …44,733$8.93M0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…44,181$8.82M0.03%-1,02713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC44,064$8.8M1.14%-74313F-HRTimeline
Crown Wealth Group, LLC43,880$8.76M2.45%-10,62813F-HRTimeline
MA Private Wealth43,668$8.72M1.45%-75,92113F-HRTimeline
RPS ADVISORY SOLUTIONS LLC43,288$8.64M4.08%-48413F-HRTimeline
HEMMING& WEALTH MANAGEMENT, INC.43,241$8.63M5.91%13F-HRTimeline
PITTENGER & ANDERSON INC43,015$8.59M0.33%013F-HRTimeline
Dynamic Advisor Solutions LLC42,903$8.57M0.27%-12,10213F-HRTimeline
Focus Financial Network, Inc.42,883$8.56M0.3%-50613F-HRTimeline
CoreCap Advisors, LLC42,728$8.53M0.3%-9,21213F-HRTimeline
Keebeck Wealth Management42,363$8.46M0.98%-1,05913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC42,286$8.44M0.11%+7,21713F-HRTimeline
Central Pacific Bank - Trust Division42,244$8.44M1.03%-4,86313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.41,898$8.37M0.01%+5,60713F-HRTimelineGroup
Ciovacco Capital Management LLC41,568$8.3M4.16%+91213F-HRTimeline
BBR PARTNERS, LLC41,173$8.22M0.44%+10,43313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp41,031$8.19M<0.01%+5,95313F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding40,854$8.16M-792Timeline
INDEPENDENT FINANCIAL GROUP, LLC40,573$8.1M0.18%+1513F-HRTimeline
Strategic Blueprint, LLC40,291$8.05M0.48%-11,12913F-HRTimeline
Elevated Financial Group LLC40,146$8.02M2.77%13F-HRTimeline
SCOTIA CAPITAL INC.40,059$8M0.03%-2,47913F-HRTimeline
Simmons Bankin group Simmons Bank39,911$7.97M0.53%-11613F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC39,584$7.9M0.19%-2,21413F-HRTimeline
Orion Porfolio Solutions, LLC39,033$7.79M0.06%+4,32813F-HRTimeline
Summit Financial Consulting LLC38,904$7.77M5.64%+4,08413F-HRTimeline
Berkeley Capital Partners, LLC38,159$7.62M1.79%-72613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP37,667$7.52M<0.01%-6,87613F-HRTimelineGroup
Centerline Wealth Advisors, LLC37,607$7.51M2.72%-5,77213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS37,158$7.42M<0.01%-107,28713F-HRTimelineGroup
Shepherd Financial Partners LLC36,210$7.23M0.67%+3,40713F-HRTimeline
IFP Advisors, Inc36,070$7.2M0.16%-5,51213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\35,993$7.19M0.01%+2,83813F-HRTimelineGroup
Kingsman Wealth Management, Inc.35,704$7.13M3.86%+4,96713F-HRTimeline
Empirical Asset Management, LLC35,653$7.12M2.01%-69013F-HRTimeline
Quotient Wealth Partners, LLC35,425$7.07M0.19%-333,25613F-HRTimeline
CFS Investment Advisory Services, LLC34,477$6.88M0.5%-2,61613F-HRTimeline
Commonwealth Financial Services, LLC33,941$6.78M1.12%-3,49213F-HRTimeline
EP Wealth Advisors, LLC33,774$6.74M0.04%13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC33,758$6.74M1.1%-1,16713F-HRTimeline
COMERICA BANK33,541$6.7M0.03%-2,95713F-HRTimeline
Sigma Planning Corp33,539$6.7M0.18%-2,53613F-HRTimeline
STALEY CAPITAL ADVISERS INC32,980$6.59M0.27%013F-HRTimeline
TABLEAUX LLC30,397$6.54M4.63%-33,09913F-HR/ATimeline
Icon Wealth Advisors, LLC32,587$6.51M0.43%+41913F-HRTimeline
IEQ CAPITAL, LLC32,570$6.5M0.02%+2,68413F-HRTimeline
Valor Advisors LLC32,477$6.49M5.4%13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding32,459$6.48M-9,191Timeline
Fortitude Family Office, LLC32,298$6.45M1.51%-3,05513F-HRTimeline
First Heartland Consultants, Inc.32,240$6.44M0.49%-11713F-HRTimeline
Daybright Advisory Services, Inc.32,149$6.42M1.71%13F-HRTimeline
AdvisorShares Investments LLC31,917$6.37M1.06%+3,45613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …31,916$6.37M0.38%+1,26813F-HRTimeline
WealthBridge Capital Management, LLC31,865$6.36M1.45%-1,38513F-HRTimeline
INTEGRITY ALLIANCE, LLC.31,742$6.34M0.23%-1,02013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC30,995$6.19M0.36%+1,04513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC30,834$6.16M0.96%-95513F-HRTimeline
1832 Asset Management L.P.30,608$6.11M0.01%+13,51613F-HRTimeline
Trek Financial, LLC30,404$6.07M0.35%+27,24913F-HRTimeline
BLAIR WILLIAM & CO/IL30,300$6.05M0.02%-1,18713F-HRTimeline
U.S. Capital Wealth Advisors, LLC30,226$6.04M0.16%+1,50313F-HRTimeline
HARBOUR INVESTMENTS, INC.30,014$5.99M0.12%-1,70913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV29,724$5.94M0.37%-2,18113F-HRTimeline
Jaffetilchin Investment Partners, LLC28,900$5.77M0.34%-113F-HRTimeline
SWMG, LLC29,590$5.73M1.59%+9,21113F-HRTimeline
Carnegie Investment Counsel28,631$5.72M0.11%-82413F-HRTimeline
UNIQUE WEALTH, LLC28,539$5.7M0.8%-72713F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP28,080$5.61M0.08%+5,77213F-HRTimelineGroup
Security Financial Services, INC.28,008$5.59M0.88%-27013F-HRTimeline