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Disclosery

IYW ISHARES TR

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SHS (fund)

1,170 managers (1,184 13F filers) reported a position in IYW shares at 2026-03-31, 50,635,981 shares in all. 59 filers opened a position and 129 filers sold out during the quarter.

Managers
1,170
13F filers
1,184
New
59
Added
255
Reduced
522
Sold out
129
Shares held by filers
50,635,981

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY5,029,291$912M0.05%-743,71313F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,545,590$825M12.88%+191,04913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,409,351$619M0.05%-153,24213F-HRTimelineGroup
LPL Financial LLC3,040,202$552M0.15%-551,59113F-HRTimeline
UBS Group AGgroup of 2 filers holding1,770,967$321M-56,066Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,506,132$273M0.05%-45,57713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,468,783$266M0.08%-6,72013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,460,181$253M0.02%-2,573,11013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,350,169$245M-755,640Timeline
RiverFront Investment Group, LLC1,005,018$182M2.82%+86,61813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC977,825$177M0.11%+91,33813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP920,124$167M0.14%-118,10013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA892,561$162M0.03%-65,30713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC669,765$122M0.17%-50,95513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC611,190$111M0.03%-133,37813F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.598,842$109M0.16%-58,04713F-HRTimelineGroup
FIL Ltdin group FIL Ltd594,181$108M0.08%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding516,419$93.7M+48,457Timeline
Cetera Investment Advisers509,382$92.4M0.1%-57,58513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…398,344$72.3M0.04%+3,45313F-HRTimelineGroup
Portfolio Strategies, Inc.391,292$71.3M8.79%-6,95313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…366,500$66.5M0.04%-5,18113F-HRTimelineGroup
Dynasty Wealth Management, LLC352,756$64M0.56%-633,38413F-HRTimeline
HighTower Advisors, LLC350,516$63.6M0.07%+10,28013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding340,028$61.7M+17,773Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC330,991$60M0.01%-257,28513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…319,444$58M0.36%+73213F-HRTimelineGroup
PINKERTON WEALTH, LLC283,941$56.7M5.16%+80,07013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS302,706$54.9M0.1%-3,00213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…286,960$52.1M0.09%+6,11513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP272,075$47.9M0.02%+32,00313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.252,802$45.9M<0.01%-1,41813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP246,655$44.7M0.04%-73,96413F-HRTimelineGroup
Atlas Legacy Advisors, LLC238,125$43.3M7.91%-15913F-HRTimeline
Sanctuary Advisors, LLC231,479$42M0.23%+22,15113F-HRTimeline
MML INVESTORS SERVICES, LLC219,713$39.9M0.11%-129,91013F-HRTimeline
Parker Investment Management, LLC204,533$37.1M5.64%-45,79713F-HRTimeline
NewEdge Advisors, LLC182,775$33.2M0.12%-25613F-HR/ATimeline
Howard Capital Management Group, LLC180,258$32.7M2.17%-1,02913F-HRTimeline
OneDigital Investment Advisors LLC176,788$32.1M0.31%-46,91213F-HRTimeline
Private Advisor Group, LLC176,456$32M0.15%-5,05013F-HRTimeline
FIRST MERCHANTS CORP165,820$30.1M1.14%-4,23813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding158,682$28.8M+3,014Timeline
Creative Planningin group Creative Planning152,552$27.7M0.02%-7,35313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC149,687$27.2M0.06%+24,85913F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK146,065$26.5M0.13%-1,01613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.137,277$26.3M0.17%-14,76613F-HRTimelineGroup
Compound Planning, Inc.138,883$25.2M0.78%+5,23713F-HRTimeline
Mariner, LLCin group Mariner, LLC135,395$24.5M0.03%-6,92713F-HRTimelineGroup
Cambridge Investment Research Advisors,…134,649$24.4M0.06%-66,93213F-HRTimeline
Perigon Wealth Management, LLC117,791$21.4M0.39%-91413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding107,963$19.6M+42,170Timeline
Integrated Wealth Concepts LLC107,391$19.5M0.16%+7,43613F-HRTimeline
Patton Albertson Miller Group, LLC106,508$19.3M2.29%-4,70213F-HRTimeline
Capital Investment Advisors, LLC106,084$19.2M0.28%-80813F-HR/ATimeline
Macro Advisors, Inc.104,636$19M7.84%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC103,774$18.8M0.34%-598,48413F-HRTimeline
Stillwater Capital Advisors, LLC100,837$18.3M2.09%-6,29713F-HRTimeline
Perennial Investment Advisors, LLC99,543$18.1M1.44%-99513F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding97,503$17.7M-984Timeline
Advisory Services Network, LLC96,159$17.4M0.23%-14,26013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding94,572$17.2M-1,759Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…92,017$17.1M0.04%-27,93613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/91,448$16.6M0.01%-12,37213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP91,378$16.4M0.02%-2,37413F-HRTimelineGroup
First Citizens Financial Corp90,017$16.3M7.71%-30213F-HRTimeline
HC Advisors, LLC89,028$16.2M10.81%+6,03013F-HRTimeline
RVW Wealth, LLC88,766$16.1M1.25%+3,69113F-HRTimeline
FMR LLCin group FMR LLC86,127$15.6M<0.01%+3,84713F-HRTimelineGroup
Mendel Capital Management LLC86,108$15.6M7.86%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC85,863$15.6M0.02%+6,37913F-HRTimelineGroup
Merit Financial Group, LLC84,632$15.4M0.11%-12,03313F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …80,351$14.6M0.13%+45113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP78,983$14.3M0.02%-6,09213F-HRTimelineGroup
WCG Wealth Advisors LLC76,703$13.9M0.39%-11,96613F-HRTimeline
&PARTNERS76,970$13.9M0.07%-13,81113F-HRTimeline
Atria Investments, Inc76,288$13.8M0.15%+17,04713F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP78,173$13.6M0.01%-24,17413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp73,036$13.3M0.25%+8,94513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/70,702$12.8M0.01%-3813F-HRTimelineGroup
Pettinga Financial Advisors LLC70,685$12.8M2.41%+1,55513F-HRTimeline
CWM, LLCin group CWM, LLC69,802$12.7M0.03%-58,02613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC69,158$12.5M0.01%+59,83413F-HRTimelineGroup
HEMMING& WEALTH MANAGEMENT, INC.68,947$12.5M8.73%+25,70613F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP68,023$12.3M0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC66,391$12.2M0.12%+6,38513F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC63,874$11.6M8.17%+18,16013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…63,123$11.5M0.02%-6,25313F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC62,759$11.4M0.09%-11,03413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.62,596$11.4M0.02%13F-HRTimelineGroup
Signature Wealth Management Partners, L…62,031$11.3M5.64%+48613F-HRTimeline
Finley Financial, LLC61,617$11.2M5.23%+62513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp60,347$10.9M0.04%-3,29513F-HR/ATimelineGroup
Prospera Financial Services Inc59,146$10.7M0.17%-6,98113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC59,033$10.7M0.01%+49213F-HRTimelineGroup
Rollins Financial Advisors, LLC58,861$10.7M1.69%-3,46713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC56,922$10.3M0.04%-4,43913F-HRTimelineGroup
Steward Partners Investment Advisory, L…56,719$10.3M0.05%-15,93813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC55,763$10.1M0.04%-47913F-HRTimelineGroup
OpenArc Corporate Advisory, LLC55,448$10.1M0.14%-104,97513F-HRTimeline
Perkins Coie Trust Co55,419$10.1M1.93%+89313F-HRTimeline
MAI Capital Management55,418$10.1M0.06%-59013F-HRTimeline
Stonebridge Financial Planning Group, L…54,905$9.96M3.66%-3,61613F-HRTimeline
Jackson Wealth Management, LLC54,089$9.81M1.01%+14813F-HRTimeline
KICKSTAND VENTURES, LLC.53,965$9.79M2.06%+52113F-HRTimeline
Quantinno Capital Management LP52,482$9.52M0.02%+25,03313F-HRTimeline
High Point Wealth Management, LLC52,116$9.45M9.13%-48213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC41,966$9.28M0.12%-32013F-HRTimeline
Lifelong Wealth Advisors, Inc.51,018$9.26M2.47%-88513F-HRTimeline
Cadent Capital Advisors, LLC49,732$9.02M2.39%-2,76213F-HRTimeline
Mechanics Bank Trust Department49,448$8.97M1.24%-25613F-HRTimeline
Prime Capital Investment Advisors, LLC48,992$8.89M0.1%+2,00413F-HRTimeline
FINANCIAL LIFE ADVISORS48,634$8.82M2.75%-6,00713F-HRTimeline
IHT Wealth Management, LLC48,578$8.81M0.2%-4,13813F-HRTimeline
J.Safra Asset Management Corp47,904$8.69M0.47%013F-HRTimeline
Essex LLC47,849$8.68M1.53%+33813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp47,504$8.62M<0.01%+6,47313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV46,978$8.52M0.01%-5,06013F-HRTimeline
Bleakley Financial Group, LLC46,666$8.47M0.13%-1,45013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management46,022$8.35M0.28%-1,17213F-HRTimelineGroup
CERTUITY, LLC46,016$8.35M0.55%-33413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC44,706$8.11M0.38%-1,87213F-HRTimeline
Dynamic Advisor Solutions LLC43,468$7.89M0.25%+56513F-HRTimeline
Federation des caisses Desjardins du Qu…43,408$7.88M0.03%-77313F-HRTimeline
MA Private Wealth43,204$7.84M1.33%-46413F-HRTimeline
BBR PARTNERS, LLC43,189$7.84M0.44%+2,01613F-HRTimeline
PITTENGER & ANDERSON INC43,015$7.8M0.31%013F-HRTimeline
TABLEAUX LLC41,784$7.58M3.67%+11,38713F-HRTimeline
One Wealth Advisors, LLC41,105$7.46M0.93%-3,72113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS40,440$7.34M<0.01%+3,28213F-HRTimelineGroup
Prostatis Group LLC40,263$7.3M1.87%-13,45813F-HRTimeline
Strategic Blueprint, LLC39,078$7.09M0.41%-1,21313F-HRTimeline
Keebeck Wealth Management39,071$7.09M0.8%-3,29213F-HRTimeline
SCOTIA CAPITAL INC.38,939$7.06M0.03%-1,12013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding38,715$7.02M-2,139Timeline
Simmons Bankin group Simmons Bank38,605$7M0.47%-1,30613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.38,489$6.98M0.01%-3,40913F-HRTimelineGroup
CFS Investment Advisory Services, LLC33,097$6.95M0.48%-1,38013F-HRTimeline
Ashton Thomas Private Wealth, LLC37,755$6.85M0.16%-1,82913F-HRTimeline
Valor Advisors LLC32,477$6.49M5.45%013F-HRTimeline
Crown Wealth Group, LLC35,716$6.48M1.9%-8,16413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP35,589$6.46M<0.01%-2,07813F-HRTimelineGroup
IFP Advisors, Inc35,385$6.42M0.13%-68513F-HRTimeline
Empirical Asset Management, LLC35,364$6.42M1.7%-28913F-HRTimeline
U.S. Capital Wealth Advisors, LLC35,147$6.38M0.16%+4,92113F-HRTimeline
HARBOUR INVESTMENTS, INC.34,629$6.28M0.1%+4,61513F-HRTimeline
Kingsman Wealth Management, Inc.33,665$6.11M3.43%-2,03913F-HRTimeline
Gerald Baker Financial Group LLC33,630$6.1M1.93%13F-HR/ATimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC33,616$6.1M1.03%-14213F-HRTimeline
Sigma Planning Corp33,024$5.99M0.17%-51513F-HRTimeline
STALEY CAPITAL ADVISERS INC32,810$5.95M0.25%-17013F-HRTimeline
EP Wealth Advisors, LLC32,693$5.93M0.03%-1,08113F-HRTimeline
IEQ CAPITAL, LLC32,570$5.91M0.03%013F-HRTimeline
SWMG, LLC32,260$5.85M1.67%+2,67013F-HRTimeline
Fortitude Family Office, LLC32,215$5.84M1.31%-8313F-HRTimeline
INTEGRITY ALLIANCE, LLC.32,102$5.82M0.22%+36013F-HRTimeline
Daybright Advisory Services, Inc.31,984$5.8M1.61%-16513F-HRTimeline
WealthBridge Capital Management, LLC31,350$5.69M1.31%-51513F-HRTimeline
First Heartland Consultants, Inc.31,260$5.67M0.43%-98013F-HRTimeline
Centerline Wealth Advisors, LLC31,235$5.67M2.04%-6,37213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding30,984$5.62M-1,475Timeline
Independent Advisor Alliance30,798$5.59M0.06%+29,02013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC30,220$5.48M0.87%-61413F-HRTimeline
Laurel Wealth Advisors LLC22,616$5.4M0.53%+24413F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC29,619$5.37M0.37%-25,79913F-HRTimeline
BLAIR WILLIAM & CO/IL29,377$5.33M0.02%-92313F-HRTimeline
S&A Financial Services, Inc.29,058$5.27M3.62%13F-HRTimeline
Runnymede Capital Advisors, Inc.28,950$5.25M4.51%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC28,877$5.25M0.66%-15,18713F-HRTimeline
Jaffetilchin Investment Partners, LLC28,755$5.22M0.31%-14513F-HRTimeline
Ethos Financial Group, LLC26,094$5.21M0.38%013F-HRTimeline
Quotient Wealth Partners, LLC27,976$5.08M0.13%-7,44913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\27,484$4.99M0.01%-8,50913F-HRTimelineGroup
Carnegie Investment Counsel27,433$4.98M0.1%-1,19813F-HRTimeline
Valmark Advisers, Inc.27,378$4.97M0.06%+2,55513F-HRTimeline
Montecito Bank & Trust27,351$4.96M0.82%-2213F-HRTimeline
Security Financial Services, INC.27,098$4.92M0.78%-91013F-HRTimeline
Koshinski Asset Management, Inc.27,044$4.91M0.31%+1,68713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC26,928$4.89M0.01%+2,36613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…26,696$4.84M0.06%+74313F-HRTimelineGroup
1832 Asset Management L.P.26,658$4.84M0.01%-3,95013F-HRTimeline
Financial Freedom, LLC26,330$4.78M2.38%-62813F-HRTimeline
Eagle Strategies LLC26,233$4.76M0.57%+12,73013F-HRTimeline
Avid Wealth Partners LLC26,233$4.76M2.25%-1,40613F-HRTimeline
Gallagher Capital Advisors, LLC26,076$4.73M3.19%-50913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers25,984$4.71M0.01%+2,74813F-HRTimelineGroup
Avidian Wealth Enterprises, LLC25,957$4.71M0.15%-13313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA26,787$4.66M0.14%-1513F-HRTimelineGroup
Ciovacco Capital Management LLC25,680$4.66M2.72%-15,88813F-HRTimeline
CoreCap Advisors, LLC24,982$4.53M0.15%-17,74613F-HRTimeline
CPR Investments Inc.24,959$4.53M3.02%-32,51513F-HRTimeline
Parallel Advisors, LLC24,926$4.52M0.08%-27113F-HR/ATimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…24,759$4.49M0.02%+6,90513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…24,649$4.47M0.06%+4,29113F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC24,623$4.47M0.06%-1,12013F-HRTimeline
Cresset Asset Management, LLC24,605$4.46M0.02%+2,18413F-HRTimeline
Focus Financial Network, Inc.24,462$4.44M0.16%-18,42113F-HRTimeline
Weinberger Asset Management, Inc24,415$4.43M1.66%+913F-HRTimeline
Elevated Financial Group LLC24,366$4.42M1.47%-15,78013F-HRTimeline
Gilliland Jeter Wealth Management LLC24,200$4.39M1.3%+17313F-HRTimeline