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Disclosery

IWL ISHARES TR

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RUS TOP 200 ETF (fund)

231 managers (235 13F filers) reported a position in IWL shares at 2026-06-30, 8,981,875 shares in all. 25 filers opened a position and 17 filers sold out during the quarter.

Managers
231
13F filers
235
New
25
Added
71
Reduced
85
Sold out
17
Shares held by filers
8,981,875

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY676,332$125M0.01%-23,61713F-HRTimelineGroup
Gilbert & Cook, Inc.508,409$94M10.82%-7,95813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP501,427$92.7M6.49%+2,56613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/500,046$92.5M0.01%-133,46813F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK435,916$80.6M0.35%+82,42913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC408,608$75.6M0.27%+37,19613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC396,002$73.2M0.01%+42,48713F-HRTimelineGroup
LPL Financial LLC359,781$66.5M0.01%-17,97513F-HRTimeline
Prescott Group Capital Management, L.L.…248,501$46M3.97%+114,05113F-HRTimeline
George Kaiser Family Foundation248,501$46M4.41%+114,05113F-HRTimeline
Richmond Investment Services, LLC218,146$40.3M12.77%-191,74613F-HRTimeline
Reliant Wealth Planning215,106$39.8M10.94%+8,19313F-HRTimeline
FreeGulliver LLC209,733$38.8M13.68%-6,09113F-HRTimeline
Heck Capital Advisors, LLC204,621$37.8M2.26%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO186,952$34.3M<0.01%+3,83613F-HRTimelineGroup
SEARCY FINANCIAL SERVICES INC /ADV178,911$33.1M11.1%-3,12913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC141,776$26.2M0.03%+14,73913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA138,001$25.5M<0.01%-17,76113F-HRTimelineGroup
Cambridge Investment Research Advisors,…126,744$23.4M0.05%-2,14113F-HR/ATimeline
MANCHESTER FINANCIAL INC121,917$22.5M4.01%+2,30613F-HRTimeline
Integrated Wealth Concepts LLC113,573$21M0.1%+72,56513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.98,978$18.3M0.11%+96313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.87,132$16.1M0.02%-2,63913F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB76,906$14.2M0.86%+43,81213F-HRTimeline
UBS Group AGgroup of 2 filers holding75,787$14M+4,975Timeline
KM Capital Management Ltd.74,015$13.7M6.43%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC73,700$13.6M5.75%+99313F-HRTimeline
Annex Advisory Services, LLC73,569$13.6M0.23%-50213F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…72,990$13.5M1.95%+6613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN69,193$12.8M<0.01%+10,16513F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC67,225$12.4M0.01%+34,76513F-HRTimelineGroup
HighTower Advisors, LLC66,972$12.4M0.01%-1,43013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding66,891$12.4M-3,714Timeline
Composition Wealth, LLC60,117$11.1M0.13%-6,21313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO55,913$10.3M0.15%-78013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.55,425$10.3M0.1%+4,63113F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.53,247$9.85M0.51%-4,54413F-HRTimeline
Creative Planningin group Creative Planning50,650$9.37M0.01%-3,96613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,160$8.72M0.01%-1,55713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding42,602$7.88M+14,465Timeline
Cetera Investment Advisers42,173$7.8M0.01%+5,79013F-HRTimeline
Merit Financial Group, LLC41,699$7.71M0.05%+44913F-HR/ATimeline
Nicollet Investment Management, Inc.40,644$7.52M2.32%+34513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC39,477$7.3M0.35%+6,35313F-HRTimeline
ShoreHaven Wealth Partners, LLC39,152$7.24M2.28%-5913F-HRTimeline
SageView Advisory Group, LLC35,692$6.6M0.22%-32213F-HRTimeline
Veridan Wealth LLC35,548$6.57M2.29%-1,01013F-HRTimeline
Waverly Advisors, LLC35,166$6.5M0.04%+1,83013F-HRTimeline
Winter & Associates, Inc.34,510$6.38M4.8%+14,43513F-HRTimeline
Holos Integrated Wealth LLC33,849$6.27M2.93%+92713F-HRTimeline
Strategic Equity Management33,422$6.18M2.08%-1,55613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding31,601$5.84M-2,622Timeline
OXFORD FINANCIAL GROUP, LTD. LLC29,110$5.38M0.27%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,764$5.14M<0.01%-2,03713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.27,018$5M0.08%+26013F-HRTimeline
Cresset Asset Management, LLC24,731$4.57M0.02%013F-HRTimeline
Valmark Advisers, Inc.23,282$4.31M0.05%-3,59913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,110$4.27M<0.01%-29,09513F-HRTimelineGroup
Wealthfront Advisers LLC22,773$4.21M0.01%+59913F-HRTimeline
Grant Street Asset Management, Inc.21,751$4.02M0.66%-26613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,799$3.66M<0.01%-3013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV19,542$3.61M0.17%-75513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,501$3.61M0.08%-8313F-HRTimelineGroup
MONEYWISE, INC.18,127$3.35M1.25%+3,64713F-HRTimeline
Mason & Associates, LLC17,841$3.3M0.69%-2213F-HRTimeline
SOA Wealth Advisors, LLC.16,511$3.05M0.51%-2,27813F-HRTimeline
Noble Family Wealth, LLC16,109$2.98M0.53%-3,90613F-HRTimeline
FMR LLCin group FMR LLC15,984$2.96M<0.01%+2,50713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV15,657$2.9M<0.01%+48613F-HR/ATimeline
Legacy Advisory Services, LLC15,321$2.83M1.99%+69513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.14,937$2.76M0.1%+32513F-HRTimeline
MML INVESTORS SERVICES, LLC14,045$2.6M0.01%+1,45813F-HRTimeline
GeoWealth Management, LLC13,863$2.56M0.08%+1,41113F-HRTimeline
Family Capital Management, Inc.13,832$2.56M0.99%+1313F-HRTimeline
Boyd Wealth Management, LLC13,775$2.55M0.96%-30613F-HRTimeline
Private Advisor Group, LLC13,191$2.44M0.01%+5,71413F-HRTimeline
Forefront Wealth Partners, LLC12,946$2.39M0.74%-8613F-HRTimeline
Compton Wealth Advisory Group, LLC12,652$2.34M0.47%-2013F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC12,103$2.24M1.66%+3,53113F-HRTimeline
Bison Wealth, LLC11,811$2.2M0.2%-26313F-HRTimeline
HRT FINANCIAL LP11,029$2.04M<0.01%+9,52113F-HRTimeline
Keystone Financial Group10,685$1.98M0.12%+4,42713F-HRTimeline
Vise Technologies, Inc.10,619$1.96M0.02%+5,06513F-HRTimeline
PATTEN & PATTEN INC/TN9,909$1.83M0.1%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,087$1.68M<0.01%-2,28913F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC9,006$1.67M0.06%-37513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,632$1.6M0.1%-1,08913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding8,247$1.53M-1,548Timeline
Avior Wealth Management, LLC7,805$1.44M0.04%-13813F-HRTimeline
COZAD ASSET MANAGEMENT INC7,799$1.44M0.09%-4313F-HRTimeline
Elevation Capital Advisory, LLC7,790$1.44M0.56%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,497$1.4M<0.01%-2,64513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,443$1.38M0.02%-9513F-HRTimelineGroup
Summit Trail Advisors, LLC7,310$1.35M0.02%013F-HRTimeline
Procyon Advisors, LLC7,037$1.3M0.06%013F-HRTimeline
Breakwater Capital Group6,535$1.21M0.15%+1,46413F-HRTimeline
Mariner, LLCin group Mariner, LLC6,322$1.17M<0.01%-11,85113F-HRTimelineGroup
Aureus Asset Management, LLC6,000$1.11M0.07%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,733$1.06M<0.01%+1,28713F-HRTimelineGroup
Asset Allocation Strategies LLC5,586$1.03M0.16%-36913F-HRTimeline
MAI Capital Management5,501$1.02M<0.01%-2613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,270$975K0.06%+113F-HRTimeline
Summit Financial, LLC5,240$969K0.01%-10413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,758$880K0.01%+40013F-HRTimelineGroup
NWF Advisory Services Inc.4,490$830K0.08%+2,85413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,432$820K<0.01%+3,78813F-HRTimelineGroup
Stokes Family Office, LLC4,330$801K0.09%013F-HRTimeline
Perissos Private Wealth Management, LLC4,280$792K0.53%+20213F-HRTimeline
Gladstone Institutional Advisory LLC4,150$768K0.02%+35313F-HRTimeline
Stone Wealth Partners4,118$762K0.56%-18113F-HRTimeline
Farther Finance Advisors, LLC4,000$740K0.01%-95813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,951$731K0.04%+26113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,934$728K<0.01%-8513F-HRTimelineGroup
MONECO ADVISORS, LLC3,930$727K0.04%013F-HRTimeline
IFP Advisors, Inc3,671$679K0.01%+2,86813F-HRTimeline
Forum Private Client Group LLC3,581$662K0.2%-76813F-HRTimeline
Investors Research Corp3,362$622K0.11%-13713F-HRTimeline
GTS SECURITIES LLC3,303$611K0.01%-5,03713F-HRTimeline
AFT, FORSYTH & COMPANY, INC.3,160$585K0.28%+113F-HRTimeline
McAdam, LLC3,156$584K0.02%-2,41013F-HRTimeline
Sanctuary Advisors, LLC3,061$566K<0.01%+4913F-HRTimeline
NFSG Corp3,023$559K0.07%-6013F-HRTimeline
DAVENPORT & Co LLC3,000$555K<0.01%+13513F-HRTimeline
Stronghold Wealth Management L.L.C.2,923$541K0.72%-1613F-HRTimeline
PKS Advisory Services, LLC2,826$523K0.08%-1,68313F-HRTimeline
Geneos Wealth Management Inc.2,790$516K0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,637$488K<0.01%-56413F-HRTimelineGroup
Secure Asset Management, LLC2,456$454K0.06%-7813F-HRTimeline
Andina Capital Management, LLC2,415$447K0.73%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,364$437K<0.01%+65713F-HRTimeline
Clear Creek Financial Management, LLC2,308$427K0.03%-76513F-HRTimeline
Michels Family Financial, LLC2,303$426K0.27%-2313F-HRTimeline
Resolute Advisors LLC2,277$421K0.1%+513F-HRTimeline
Claro Advisors Inc.2,252$417K0.04%+39613F-HRTimeline
Kendall Capital Management2,225$412K0.07%013F-HRTimeline
J.W. COLE ADVISORS, INC.2,216$410K0.01%new13F-HRTimeline
TSA Wealth Managment LLC2,196$406K0.11%+3313F-HRTimeline
Ethos Financial Group, LLC2,225$400K0.03%-5313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,144$397K<0.01%013F-HRTimeline
Bouchey Financial Group, Ltd.2,026$375K0.02%-20313F-HRTimeline
Capital Investment Advisory Services, L…2,000$370K0.02%013F-HRTimeline
Gilliland Jeter Wealth Management LLC1,972$365K0.1%new13F-HRTimeline
TENET WEALTH PARTNERS, LLC1,980$361K0.27%13F-HRTimeline
Arbor Wealth Management LLC\AZ1,917$355K0.32%+413F-HRTimeline
GenWealth Group, Inc.1,889$349K0.05%-10913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,887$349K0.01%-44013F-HRTimelineGroup
Cornerstone Wealth Management, LLC1,805$334K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,746$323K0.01%-74713F-HRTimeline
NewEdge Advisors, LLC1,717$317K<0.01%+1,52713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,656$306K<0.01%new13F-HRTimelineGroup
HBK Sorce Advisory LLC1,585$302K0.01%new13F-HRTimeline
Kelly Financial Services LLC1,574$291K0.06%-18313F-HRTimeline
Yanni & Associates Investment Advisors,…1,565$289K0.27%013F-HRTimeline
CFS Investment Advisory Services, LLC1,526$282K0.02%-20413F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC1,513$280K0.18%-11,38113F-HRTimeline
Octavia Wealth Advisors, LLC1,496$277K0.02%013F-HRTimeline
DIVERSIFIED TRUST CO1,484$274K<0.01%013F-HRTimeline
Orin Green Financial, LLC1,422$263K0.1%-25213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,415$262K0.01%+1,30313F-HRTimelineGroup
Vann Equity Management LLC1,392$257K0.16%+5413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,390$257K0.03%-5013F-HRTimeline
One Wealth Advisors, LLC1,385$256K0.03%-4213F-HRTimeline
RFG Advisory, LLC1,369$253K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,353$250K<0.01%-1,27313F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC1,332$246K0.01%-2,87113F-HRTimeline
PAX Financial Group, LLC1,315$243K0.04%013F-HRTimeline
NWAM LLC1,299$240K0.01%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,250$231K0.03%-1,25013F-HRTimelineGroup
WEALTH ALLIANCE, LLC1,248$231K0.02%new13F-HRTimeline
Iowa State Bank1,222$226K0.04%new13F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,177$218K0.06%new13F-HRTimeline
PDS Planning, Inc1,158$214K0.01%new13F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA1,155$214K<0.01%new13F-HRTimelineGroup
United Advisor Group, LLC1,146$212K0.02%new13F-HRTimeline
Strategic Blueprint, LLC1,138$210K0.01%new13F-HRTimeline
Smith Salley Wealth Management1,123$208K0.01%new13F-HRTimeline
LVW Advisors, LLC1,122$208K0.02%new13F-HRTimeline
Forge Financial Services LLC1,091$202K0.02%new13F-HRTimeline
AE Wealth Management LLC913$169K<0.01%+66913F-HRTimeline
Steward Partners Investment Advisory, L…900$166K<0.01%-51813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP830$150K<0.01%+11913F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB767$142K<0.01%013F-HRTimeline
Operose Advisors LLC700$129K0.03%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…686$127K0.07%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.646$119K<0.01%013F-HRTimeline
UMB Bank, n.a.640$118K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Qube Research & Technologies Ltd628$116K<0.01%+1713F-HRTimeline
Pinnacle Bancorp, Inc.537$99.3K0.03%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC537$99.3K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc508$94K<0.01%013F-HRTimeline
Regatta Research & Money Management502$92.8K0.09%13F-HRTimeline
PRIVATE TRUST CO NA480$88.8K0.01%013F-HRTimeline
First Pacific Financial477$88.2K0.01%-5513F-HRTimeline
Buck Wealth Strategies, LLC371$68.6K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp336$62.1K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/330$61K<0.01%+1713F-HRTimelineGroup
Arax Advisory Partners317$58.7K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\292$54K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC254$47K0.01%-8813F-HRTimeline
BLAIR WILLIAM & CO/IL244$45.1K<0.01%+10413F-HRTimeline