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Disclosery

IYW ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 111 13F filers report a position in IYW shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
RVW Wealth, LLC104,891$27.8M1.78%+15,11413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…90,624$24.2M0.04%-2,35213F-HRTimeline
First Citizens Financial Corp88,349$23.4M9.84%-83713F-HRTimeline
Farther Finance Advisors, LLC55,713$14.8M0.1%-5,98613F-HRTimeline
Mechanics Bank Trust Department52,422$13.9M1.74%+54813F-HRTimeline
Pettinga Financial Advisors LLC50,750$13.4M2.22%-12,15013F-HRTimeline
Cadent Capital Advisors, LLC42,167$11.2M2.39%-2,88913F-HRTimeline
Kingsman Wealth Management, Inc.35,660$9.45M4.22%+2,34213F-HRTimeline
Central Pacific Bank - Trust Division35,653$9.44M0.99%-41213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC32,980$8.74M0.16%-14,52813F-HRTimeline
Gerald Baker Financial Group LLC32,957$8.73M2.47%-56313F-HRTimeline
Dynamic Advisor Solutions LLC29,855$7.91M0.22%-10,09813F-HRTimeline
Montecito Bank & Trust27,332$7.24M1.1%+8713F-HRTimeline
Gallagher Capital Advisors, LLC27,356$7.22M3.87%-3213F-HRTimeline
First Heartland Consultants, Inc.27,157$7.19M0.48%-2,62013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC24,228$6.42M0.08%-8513F-HRTimeline
Avidian Wealth Enterprises, LLC19,441$5.15M0.14%-6,22013F-HRTimeline
Ayalon Insurance Comp Ltd.19,439$5.15M0.43%+2,63913F-HRTimeline
Lakeshore Financial Planning, Inc.19,126$5.07M1.57%-1513F-HRTimeline
Acropolis Investment Management, LLC18,344$4.86M0.2%-95613F-HRTimeline
Castle Rock Wealth Management, LLC17,645$4.81M0.91%+6,64313F-HRTimeline
Terra Nova Asset Management LLC17,732$4.7M3.02%+71113F-HRTimeline
Connecticut Wealth Management, LLC17,688$4.69M0.17%013F-HRTimeline
Matthew Goff Investment Advisor, LLC15,429$4.09M0.61%-1,24113F-HRTimeline
CoreCap Advisors, LLC15,411$4.08M0.12%-25,44813F-HRTimeline
FORTE ASSET MANAGEMENT LLC15,199$4.03M1.62%+24113F-HRTimeline
Avior Wealth Management, LLC13,213$3.5M0.09%-46013F-HRTimeline
Ballew Advisors, Inc11,076$2.99M1.48%-46213F-HRTimeline
Apella Capital, LLC10,888$2.96M0.04%+12813F-HRTimeline
Dale Q Rice Investment Management Ltd11,123$2.95M1.61%-2013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…10,724$2.84M0.4%-39213F-HRTimeline
Legacy Private Trust Co.10,561$2.8M0.15%-33413F-HRTimeline
Northside Capital Management, LLC9,800$2.6M0.21%013F-HRTimeline
Maltin Wealth Management, Inc.9,451$2.5M0.82%-5913F-HRTimeline
Chesley Taft & Associates LLC8,346$2.21M0.09%-7513F-HRTimeline
Asempa Wealth Advisors8,209$2.19M1.71%+63613F-HRTimeline
CX Institutional7,193$1.91M0.05%-1,01213F-HRTimeline
Kaydan Wealth Management, Inc.7,185$1.9M0.65%013F-HRTimeline
SAX WEALTH ADVISORS, LLC7,140$1.89M0.05%-38513F-HRTimeline
Tactive Advisors, LLC6,718$1.78M0.43%+1,58513F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…6,379$1.69M0.16%+14113F-HRTimeline
Graves Light Lenhart Wealth, Inc.6,348$1.68M0.16%013F-HRTimeline
Montz Harcus Wealth Management LLC5,812$1.54M0.54%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,808$1.54M0.1%-9013F-HRTimeline
Worth Asset Management, LLC5,791$1.53M0.45%-20513F-HRTimeline
Wealth Enhancement Trust Services, Inc.5,694$1.51M0.16%-26,47513F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC5,636$1.5M1.02%-813F-HRTimeline
CHAPIN DAVIS, INC.5,675$1.5M0.29%-2513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,338$1.41M0.02%+50913F-HRTimelineGroup
Retirement Wealth Solutions LLC4,780$1.27M0.67%-2813F-HRTimeline
Bison Wealth, LLC4,426$1.18M0.1%+24113F-HRTimeline
Cooper Financial Group4,272$1.13M0.09%-4813F-HRTimeline
Valeo Financial Advisors, LLC4,012$1.06M0.02%013F-HRTimeline
TrueWealth Advisors, LLC3,589$951K0.21%-23613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,535$936K0.06%+97913F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.3,533$936K0.32%-113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,399$900K0.01%+36213F-HRTimeline
WESPAC Advisors SoCal, LLC2,951$782K0.14%+24113F-HRTimeline
PARK NATIONAL CORP /OH/2,775$735K0.02%-2,99813F-HRTimeline
OMNI 360 Wealth, Inc.2,607$691K0.31%-313F-HRTimeline
GAMMA Investing LLC2,537$672K0.02%+64113F-HRTimeline
Antonelli Financial Advisors, LLC2,461$652K0.47%013F-HRTimeline
BAILARD, INC.2,347$622K0.01%013F-HRTimeline
Weaver Consulting Group2,254$597K0.12%013F-HRTimeline
Signal Advisors Wealth, LLC2,205$584K0.03%-36413F-HRTimeline
Sound Income Strategies, LLC2,028$543K0.02%-10813F-HRTimeline
Cassilly Financial Group LLC2,037$540K0.36%013F-HRTimeline
Madson Wealth Advisors Inc1,944$515K0.36%-15413F-HRTimeline
Venture Visionary Partners LLC1,924$510K0.01%013F-HRTimeline
Atlas Brown,Inc.1,757$466K0.12%+4113F-HRTimeline
Shelter Rock Management, LLC1,632$443K0.41%+513F-HRTimeline
Fiduciary Alliance LLC1,653$438K0.03%+113F-HRTimeline
Centurion Wealth Management LLC1,636$433K0.1%-23813F-HRTimeline
Adirondack Capital Advisors, LLC1,604$425K0.22%013F-HRTimeline
Objective Capital Management, LLC1,528$405K0.36%013F-HRTimeline
YHB Investment Advisors, Inc.1,418$376K0.02%013F-HRTimeline
Bestgate Wealth Advisors, LLC1,371$363K0.23%new13F-HRTimeline
Apeiron RIA LLC1,285$343K0.08%-15613F-HRTimeline
Portus Wealth Advisors, LLC1,260$334K0.27%013F-HRTimeline
Everhart Financial Group, Inc.1,249$331K0.02%013F-HRTimeline
JGP Wealth Management, LLC1,223$324K0.03%+813F-HRTimeline
Parkshore Wealth Management, Inc.1,204$319K0.08%013F-HRTimeline
Paragon Capital Management Ltd1,200$318K0.06%013F-HRTimeline
Oak Asset Management, LLC1,160$307K0.1%+4013F-HRTimeline
ROCKLAND TRUST CO1,116$296K0.01%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.1,100$291K0.16%013F-HRTimeline
RHS Financial, LLC1,062$281K0.1%+2313F-HRTimeline
Galvin, Gaustad & Stein, LLC1,050$278K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC984$261K0.02%+2513F-HRTimeline
Athena Wealth Management, LLC919$243K0.17%-2313F-HRTimeline
Pathway Financial Advisors LLC896$237K0.03%013F-HRTimeline
First County Bank /CT/841$223K0.1%013F-HRTimeline
Wealth Group Ltd812$219K0.04%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST655$174K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.624$165K0.04%+24213F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC605$160K0.05%013F-HRTimeline
Davis Capital Management563$149K0.09%-1013F-HRTimeline
FIRST COMMUNITY TRUST NA400$106K0.04%013F-HRTimeline
WEST PACES ADVISORS INC.400$106K0.02%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…352$93.2K<0.01%013F-HRTimeline
GoalVest Advisory LLC250$66.2K0.01%-2013F-HRTimeline
Grove Bank & Trust218$57.7K0.01%013F-HRTimeline
Bangor Savings Bank158$41.9K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP152$40.3K<0.01%013F-HRTimelineGroup
Go Invest LLC113$30K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton95$25.2K<0.01%013F-HRTimeline
Investors Research Corp46$12.2K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC45$11.9K<0.01%013F-HRTimeline
Roxbury Financial LLC19$5.05K<0.01%013F-HRTimeline
GK Wealth Management LLC10$2.66K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP8$2.12K<0.01%new13F-HRTimeline