iSHARES TRUST

Waverly Advisors, LLC IWR

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/17/2026

Shares

933,429

Value ($000)

89,861

Weight

0.7%

2013 Q4 - 2025 Q4 (28 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/17/2026	89,861	0.7%	933,429	12/31/2025
2025 Q3	11/14/2025	17,094	0.2%	177,047	9/30/2025
2025 Q2	8/14/2025	15,877	0.2%	172,630	6/30/2025
2025 Q1	5/15/2025	14,327	0.2%	168,411	3/31/2025
2024 Q4	2/14/2025	14,528	0.2%	164,341	12/31/2024
2024 Q3	11/14/2024	3,435	0.1%	38,972	9/30/2024
2024 Q2	8/14/2024	3,326	0.1%	41,018	6/30/2024
2024 Q1	5/15/2024	3,076	0.1%	36,582	3/31/2024
2023 Q4	2/14/2024	2,463	0.1%	31,691	12/31/2023
2023 Q3	11/14/2023	2,235	0.1%	32,269	9/30/2023
2023 Q2	8/15/2023	2,362	0.1%	32,337	6/30/2023
2023 Q1	5/16/2023	2,238	0.1%	32,006	3/31/2023
2022 Q4	2/15/2023	2,161	0.1%	32,034	12/31/2022
2022 Q3	11/15/2022	2,009	0.1%	32,325	9/30/2022
2022 Q2	8/15/2022	691	0.1%	10,680	6/30/2022
2022 Q1	5/17/2022	833	0.1%	10,678	3/31/2022
2021 Q4	2/15/2022	820	0.1%	10,677	12/31/2021
2021 Q3	11/15/2021	853	0.1%	10,125	9/30/2021
2021 Q2	8/17/2021	827	0.1%	10,222	6/30/2021
2021 Q1	5/24/2021	782	0.1%	10,160	3/31/2021
2020 Q4	2/16/2021	749	0.1%	10,159	12/31/2020
2020 Q3	11/2/2020	587	0.1%	10,156	9/30/2020
2020 Q2	8/17/2020	592	0.1%	10,154	6/30/2020
2020 Q1	5/14/2020	438	0.1%	10,152	3/31/2020
2019 Q4	2/7/2020	619	0.1%	10,148	12/31/2019
2014 Q2	7/29/2014	409	0.2%	2,513	6/30/2014
2014 Q1	4/28/2014	389	0.2%	2,513	3/31/2014
2013 Q4	1/27/2014	389	0.1%	2,592	12/31/2013