iSHARES TRUST

Waverly Advisors, LLC IWN

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/17/2026

Shares

80,113

Value ($000)

14,517

Weight

0.1%

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	14,517	0.1%	80,113	12/31/2025
2025 Q3	11/14/2025	13,947	0.1%	78,883	9/30/2025
2025 Q2	8/14/2025	12,798	0.1%	81,121	6/30/2025
2025 Q1	5/15/2025	13,273	0.2%	87,915	3/31/2025
2024 Q4	2/14/2025	15,042	0.2%	91,627	12/31/2024
2024 Q3	11/14/2024	13,936	0.3%	83,538	9/30/2024
2024 Q2	8/14/2024	12,856	0.3%	84,412	6/30/2024
2024 Q1	5/15/2024	14,547	0.3%	91,602	3/31/2024
2023 Q4	2/14/2024	11,881	0.4%	76,489	12/31/2023
2023 Q3	11/14/2023	10,667	0.5%	78,696	9/30/2023
2023 Q2	8/15/2023	11,791	0.5%	83,746	6/30/2023
2023 Q1	5/16/2023	11,859	0.6%	86,549	3/31/2023
2022 Q4	2/15/2023	12,381	0.7%	89,287	12/31/2022
2022 Q3	11/15/2022	6,522	0.5%	50,589	9/30/2022
2022 Q2	8/15/2022	5,810	0.5%	42,676	6/30/2022
2022 Q1	5/17/2022	6,779	0.6%	42,002	3/31/2022
2021 Q4	2/15/2022	6,341	0.5%	40,421	12/31/2021
2021 Q3	11/15/2021	6,529	0.6%	37,276	9/30/2021
2021 Q2	8/17/2021	6,018	0.6%	37,276	6/30/2021
2021 Q1	5/24/2021	6,154	0.6%	37,859	3/31/2021
2020 Q4	2/16/2021	5,849	0.6%	38,656	12/31/2020
2020 Q3	11/2/2020	4,033	0.5%	39,155	9/30/2020
2020 Q2	8/17/2020	4,613	0.6%	43,020	6/30/2020
2020 Q1	5/14/2020	1,973	0.3%	24,046	3/31/2020
2019 Q4	2/7/2020	4,440	0.6%	35,237	12/31/2019
2014 Q2	7/29/2014	111	0.0%	1,076	6/30/2014
2014 Q1	4/28/2014	109	0.0%	1,076	3/31/2014
2013 Q4	1/27/2014	112	0.0%	1,125	12/31/2013