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Disclosery

IWL ISHARES TR

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RUS TOP 200 ETF (fund)

187 managers (188 13F filers) reported a position in IWL shares at 2024-12-31, 7,878,346 shares in all. 31 filers opened a position and 10 filers sold out during the quarter.

Managers
187
13F filers
188
New
31
Added
56
Reduced
55
Sold out
10
Shares held by filers
7,878,346

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,001,387$145M13.48%-9,49613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY608,245$88M0.01%-134,58413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/578,252$83.7M0.01%+165,76713F-HRTimelineGroup
Gilbert & Cook, Inc.503,983$72.9M10.28%-3,21713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC368,365$53.3M0.01%+11,15113F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.365,416$52.9M3.24%-11,90113F-HRTimeline
LPL Financial LLC306,260$44.3M0.02%+1,30213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC257,324$37.2M0.23%new13F-HRTimelineGroup
DOHJ, LLC201,494$29.2M6.74%+3,86213F-HRTimeline
FreeGulliver LLC200,345$29M15.13%+46,69013F-HRTimeline
Reliant Wealth Planning183,022$26.5M12.42%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO175,299$25.4M<0.01%-3,11713F-HRTimelineGroup
Richmond Investment Services, LLC174,323$25.2M14.16%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA134,460$19.5M<0.01%+24,77613F-HRTimelineGroup
Cambridge Investment Research Advisors,…125,513$18.2M0.06%-2,96813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding113,150$16.4M-15,497Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS111,500$16.1M0.01%+72,20013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.109,682$15.9M0.15%+1,58613F-HRTimelineGroup
KM Capital Management Ltd.102,835$14.9M7.7%+1,07013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…93,623$13.5M2.92%+1,97113F-HRTimeline
WFA Asset Management Corp85,075$12.3M6.66%-4,97313F-HRTimeline
SageView Advisory Group, LLC84,774$12.3M0.53%-4,63013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC75,467$10.9M5.95%-4,43913F-HRTimeline
Merit Financial Group, LLC62,051$8.98M0.16%new13F-HRTimeline
GeoWealth Management, LLC61,215$8.86M0.29%+60,49013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.61,048$8.83M0.02%+99813F-HR/ATimelineGroup
FIRST CITIZENS BANK & TRUST CO60,086$8.7M0.16%-21,77313F-HRTimeline
HighTower Advisors, LLC59,698$8.64M0.01%-1,90313F-HRTimeline
Holos Integrated Wealth LLC57,178$8.27M5.66%13F-HRTimeline
Strategic Equity Management55,695$8.06M3.4%-3,08413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC53,222$7.7M0.01%+3,83413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN51,201$7.41M<0.01%+20,07813F-HRTimelineGroup
Nicollet Investment Management, Inc.47,530$6.88M2.36%+71313F-HRTimeline
Elevation Capital Advisory, LLC46,629$6.75M2.89%new13F-HRTimeline
UBS Group AGin group UBS Group AG45,838$6.63M<0.01%+213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP42,200$6.11M0.01%new13F-HRTimelineGroup
Valmark Advisers, Inc.41,614$6.02M0.09%+25,04813F-HRTimeline
Cetera Investment Advisers41,045$5.94M0.01%+6,49013F-HRTimeline
Prescott Group Capital Management, L.L.…40,795$5.9M0.8%new13F-HR/ATimeline
ShoreHaven Wealth Partners, LLC38,528$5.58M2.63%-6913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC36,303$5.25M<0.01%+3,01013F-HRTimelineGroup
Veridan Wealth LLC31,420$4.64M2.17%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,932$4.62M0.01%+23,47713F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC30,552$4.42M0.29%+24,85513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC28,144$4.07M0.25%+2,76113F-HRTimeline
MANCHESTER FINANCIAL INC27,331$3.96M0.87%+12,22313F-HRTimeline
Noble Family Wealth, LLC27,057$3.93M1.08%-17513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV25,751$3.73M0.3%+1,45013F-HRTimeline
Heck Capital Advisors, LLC25,687$3.72M0.43%new13F-HR/ATimeline
Dechtman Wealth Management, LLC24,483$3.54M0.68%-61,30513F-HRTimeline
Waverly Advisors, LLC23,798$3.44M0.05%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,796$3.44M0.08%-8013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,339$3.38M0.02%+1,62313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,006$3.33M0.01%-18113F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,944$3.32M<0.01%+4,47513F-HRTimelineGroup
Wealthfront Advisers LLC22,034$3.19M0.01%+2,73313F-HR/ATimeline
Mason & Associates, LLC21,260$3.08M0.92%-60613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.20,247$2.93M0.04%-25213F-HRTimelineGroup
Grant Street Asset Management, Inc.19,250$2.79M0.73%-37613F-HRTimeline
Legacy Advisory Services, LLC18,887$2.73M2.33%-26913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,731$2.71M0.11%+32313F-HRTimelineGroup
SOA Wealth Advisors, LLC.16,830$2.44M0.45%+6,06213F-HR/ATimeline
Mariner, LLCin group Mariner, LLC16,791$2.43M<0.01%+3213F-HRTimelineGroup
Compton Wealth Advisory Group, LLC16,054$2.32M0.6%013F-HRTimeline
Asset Allocation Strategies LLC14,852$2.22M0.53%-3,79213F-HRTimeline
Cresset Asset Management, LLC15,237$2.2M0.01%-34,22413F-HRTimeline
Family Capital Management, Inc.14,847$2.15M1.3%-2513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,300$2.07M<0.01%-1,70013F-HRTimeline
MML INVESTORS SERVICES, LLC13,312$1.93M0.01%+29813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.13,215$1.91M0.09%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,695$1.84M0.06%+1,19313F-HRTimelineGroup
Optivise Advisory Services LLC11,352$1.64M0.89%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,232$1.63M<0.01%+6,48213F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC10,955$1.59M<0.01%-66,05413F-HR/ATimelineGroup
Bison Wealth, LLC10,948$1.58M0.19%13F-HRTimeline
Creative Planningin group Creative Planning10,710$1.55M<0.01%+18913F-HRTimelineGroup
FMR LLCin group FMR LLC10,459$1.51M<0.01%+3,11813F-HRTimelineGroup
Boyd Wealth Management, LLC10,417$1.51M0.74%-49213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,369$1.5M<0.01%13F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,000$1.45M<0.01%new13F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC10,000$1.45M0.01%new13F-HRTimeline
Avior Wealth Management, LLC9,958$1.44M0.05%-73913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,718$1.41M<0.01%+1,86413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,436$1.37M<0.01%-45713F-HRTimelineGroup
Kelly Financial Services LLC9,051$1.31M0.47%-53213F-HR/ATimeline
Integrated Wealth Concepts LLC8,853$1.28M0.01%-3,06813F-HRTimeline
Private Advisor Group, LLC7,919$1.15M0.01%-42713F-HRTimeline
Maxwell Wealth Strategies Inc.7,126$1.03M0.42%013F-HRTimeline
Patriot Financial Group Insurance Agenc…6,863$993K0.13%-2813F-HRTimeline
COZAD ASSET MANAGEMENT INC6,676$966K0.09%+81113F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…6,353$919K0.33%+2,50513F-HRTimeline
Andina Capital Management, LLC6,193$896K0.73%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,189$896K0.02%+52913F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…6,073$879K0.07%-36113F-HRTimelineGroup
Aureus Asset Management, LLC6,000$868K0.06%013F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.5,921$857K0.19%-32413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,837$845K0.07%-44813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,627$814K<0.01%-70513F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,500$796K0.05%013F-HRTimeline
PKS Advisory Services, LLC5,179$749K0.19%13F-HRTimeline
NFSG Corp4,815$697K0.18%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,800$695K<0.01%+69013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,722$683K<0.01%013F-HRTimelineGroup
Forum Private Client Group LLC4,523$655K0.29%+35213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,474$647K0.03%+23113F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …4,449$644K0.38%-45213F-HRTimeline
Efficient Advisors, LLC4,408$638K0.04%-30613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,036$584K<0.01%new13F-HR/ATimelineGroup
FSC Wealth Advisors, LLC3,965$574K0.37%new13F-HRTimeline
MONECO ADVISORS, LLC3,929$569K0.06%013F-HR/ATimeline
Merkkuri Wealth Advisors LLC3,872$560K0.44%+1113F-HRTimeline
Anchor Investment Management, LLC3,519$509K0.05%013F-HRTimeline
Forefront Wealth Partners, LLC3,315$480K0.36%13F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY3,267$473K0.1%+32413F-HRTimeline
Ethos Financial Group, LLC3,193$462K0.06%-2013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.3,155$457K0.22%+113F-HRTimeline
Sanctuary Advisors, LLC2,885$432K<0.01%+15413F-HRTimeline
GenWealth Group, Inc.2,962$429K0.1%-1,17313F-HRTimeline
HARBOUR INVESTMENTS, INC.2,792$404K0.01%013F-HRTimeline
Jackson Wealth Management, LLC2,789$404K0.05%-24313F-HRTimeline
McAdam, LLC2,698$390K0.02%-6413F-HRTimeline
First Pacific Financial2,554$370K0.09%-11613F-HRTimeline
CENTAURUS FINANCIAL, INC.2,457$356K0.02%+28613F-HRTimeline
Michels Family Financial, LLC2,435$352K0.32%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,415$349K<0.01%-1,70913F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP2,380$344K0.04%013F-HRTimeline
Kendall Capital Management2,353$341K0.1%new13F-HRTimeline
BOKF, NAin group BOKF, NA2,330$335K0.01%new13F-HRTimelineGroup
Bouchey Financial Group, Ltd.2,255$326K0.03%-2213F-HRTimeline
Resolute Advisors LLC2,244$325K0.07%+613F-HRTimeline
Capital Investment Advisory Services, L…2,000$289K0.03%013F-HRTimeline
Cornerstone Wealth Management, LLC1,951$282K0.02%013F-HRTimeline
Geneos Wealth Management Inc.1,906$276K0.01%-13413F-HRTimeline
National Wealth Management Group, LLC1,850$268K0.18%new13F-HRTimeline
Octavia Wealth Advisors, LLC1,810$262K0.03%-413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,801$261K<0.01%-62913F-HRTimeline
IFP Advisors, Inc1,611$233K0.01%-2313F-HRTimeline
Apeiron RIA LLC1,596$231K0.06%+413F-HRTimeline
TruWealth Advisors, LLC1,453$210K0.01%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,446$209K0.05%13F-HRTimeline
First National Trust Co1,411$204K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.1,410$204K0.01%new13F-HRTimeline
Atlas Private Wealth Advisors1,400$203K0.03%new13F-HRTimeline
HRT FINANCIAL LP1,390$201K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,327$192K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC1,320$191K0.18%13F-HRTimeline
COMERICA BANK971$141K<0.01%013F-HR/ATimeline
Investors Research Corp929$134K0.03%+31413F-HRTimeline
Glass Jacobson Investment Advisors llc859$124K0.04%+313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MassMutual Private Wealth & Trust, FSB767$111K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…766$111K<0.01%+28813F-HRTimelineGroup
UMB Bank, n.a.759$110K<0.01%-24213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Qube Research & Technologies Ltd682$98.7K<0.01%+54813F-HRTimeline
Comprehensive Financial Planning, Inc./…659$95.3K0.08%13F-HRTimeline
Pinnacle Bancorp, Inc.552$79.9K0.03%013F-HRTimeline
PRIVATE TRUST CO NA480$69.5K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC456$66K0.01%-1013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC438$63.4K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources375$54.3K<0.01%013F-HRTimelineGroup
Truvestments Capital LLC369$53.4K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC351$51K0.04%new13F-HRTimeline
AdvisorNet Financial, Inc300$43.4K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP275$39.8K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC252$36.4K<0.01%+113F-HRTimeline
NewEdge Advisors, LLC204$29.5K<0.01%013F-HRTimeline
ESL Trust Services, LLC191$27.6K0.01%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/178$25.8K0.01%-27813F-HRTimelineGroup
Federation des caisses Desjardins du Qu…178$25.8K<0.01%-40013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC168$24.3K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC150$21.7K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.140$20.3K0.02%13F-HRTimeline
Compass Financial Services Inc130$18.8K0.01%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/126$18.3K<0.01%+113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC123$17.8K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT100$14.5K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC80$11.2K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC75$10.9K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…56$8.1K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB35$5.07K<0.01%new13F-HRTimeline
Sterling Capital Management LLC35$5.07K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC35$5.07K<0.01%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC33$4.78K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC14$2.03K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC13$1.88K<0.01%013F-HRTimeline
Larson Financial Group LLC2$294<0.01%013F-HRTimeline
MAI Capital Management1$98<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.