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Disclosery

IWL ISHARES TR

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RUS TOP 200 ETF (fund)

189 managers (190 13F filers) reported a position in IWL shares at 2025-03-31, 7,979,503 shares in all. 19 filers opened a position and 16 filers sold out during the quarter.

Managers
189
13F filers
190
New
19
Added
70
Reduced
61
Sold out
16
Shares held by filers
7,979,503

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY691,785$95.1M0.01%+83,54013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/586,751$80.6M0.01%+8,49913F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP576,636$79.2M7.58%-424,75113F-HRTimelineGroup
Gilbert & Cook, Inc.516,687$71M10.3%+12,70413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC349,613$48.1M0.01%-18,75213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC307,929$42.3M0.25%+50,60513F-HRTimelineGroup
LPL Financial LLC286,708$39.4M0.02%-19,55213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.252,779$34.7M0.33%+143,09713F-HRTimelineGroup
FreeGulliver LLC220,203$30.3M15.34%+19,85813F-HRTimeline
McKinley Carter Wealth Services, Inc.215,150$29.6M1.82%-150,26613F-HRTimeline
DOHJ, LLC189,478$26M5.95%-12,01613F-HRTimeline
Reliant Wealth Planning186,515$25.6M11.69%+3,49313F-HRTimeline
Richmond Investment Services, LLC184,550$25.4M13.78%+10,22713F-HRTimeline
Proficio Capital Partners LLC170,695$23.5M1.81%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO168,246$23.1M<0.01%-7,05313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA151,688$20.8M<0.01%+17,22813F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…127,472$17.5M0.06%+1,95913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS125,100$17.2M0.01%+13,60013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding120,431$16.5M+7,281Timeline
KM Capital Management Ltd.100,029$13.7M7.41%-2,80613F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…92,766$12.7M2.66%-85713F-HRTimeline
Prescott Group Capital Management, L.L.…90,755$12.5M1.81%+49,96013F-HRTimeline
George Kaiser Family Foundation90,755$12.5M1.83%new13F-HRTimeline
WFA Asset Management Corp93,818$11.9M6.24%+8,74313F-HRTimeline
HighTower Advisors, LLC79,540$10.9M0.01%+19,84213F-HRTimeline
Merit Financial Group, LLC73,999$10.2M0.15%+11,94813F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC73,374$10.1M5.64%-2,09313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC69,073$9.49M0.01%+15,85113F-HRTimeline
UBS Group AGin group UBS Group AG64,604$8.88M<0.01%+18,76613F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO61,679$8.48M0.22%+1,59313F-HRTimeline
Elevation Capital Advisory, LLC58,979$8.1M3.53%+12,35013F-HRTimeline
MANCHESTER FINANCIAL INC55,678$7.65M1.72%+28,34713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN53,827$7.4M<0.01%+2,62613F-HRTimelineGroup
Strategic Equity Management53,278$7.32M3.08%-2,41713F-HRTimeline
Cetera Investment Advisers50,694$6.97M0.01%+9,64913F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC48,786$6.7M0.01%+37,83113F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,303$6.64M0.01%+16,37113F-HRTimelineGroup
SageView Advisory Group, LLC48,074$6.61M0.28%-36,70013F-HRTimeline
Nicollet Investment Management, Inc.46,299$6.36M2.24%-1,23113F-HRTimeline
Valmark Advisers, Inc.40,814$5.61M0.08%-80013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/40,000$5.5M0.01%+30,00013F-HRTimelineGroup
TABR Capital Management, LLC39,164$5.38M5.61%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC38,453$5.28M2.53%-7513F-HRTimeline
Heck Capital Advisors, LLC38,006$5.22M0.59%+12,31913F-HRTimeline
Veridan Wealth LLC37,911$5.21M2.35%+6,49113F-HRTimeline
Holos Integrated Wealth LLC37,170$5.11M3.35%-20,00813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…32,356$4.45M<0.01%+9,41213F-HRTimelineGroup
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…30,800$4.23M0.04%new13F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC29,484$4.05M0.28%-1,06813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,493$3.92M0.02%+5,15413F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC27,296$3.75M0.23%-84813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV26,741$3.67M0.29%+99013F-HRTimeline
Noble Family Wealth, LLC26,502$3.64M1%-55513F-HRTimeline
Cresset Asset Management, LLC24,731$3.4M0.02%+9,49413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…24,564$3.38M0.07%+76813F-HRTimelineGroup
Waverly Advisors, LLC24,365$3.35M0.04%+56713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,649$3.25M<0.01%-12,65413F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,445$2.95M0.01%-1,56113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,830$2.72M0.04%-41713F-HRTimelineGroup
Mason & Associates, LLC19,053$2.62M0.75%-2,20713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,816$2.59M0.1%+8513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,753$2.58M0.01%-42,29513F-HRTimelineGroup
Grant Street Asset Management, Inc.18,578$2.55M0.62%-67213F-HRTimeline
Creative Planningin group Creative Planning17,962$2.47M<0.01%+7,25213F-HRTimelineGroup
Wealthfront Advisers LLC17,253$2.37M0.01%-4,78113F-HRTimeline
SOA Wealth Advisors, LLC.17,045$2.34M0.49%+21513F-HRTimeline
Mariner, LLCin group Mariner, LLC16,520$2.27M<0.01%-27113F-HRTimelineGroup
Compton Wealth Advisory Group, LLC16,054$2.21M0.61%013F-HRTimeline
Family Capital Management, Inc.14,778$2.03M1.25%-6913F-HRTimeline
Legacy Advisory Services, LLC14,435$1.98M1.67%-4,45213F-HRTimeline
GeoWealth Management, LLC14,266$1.96M0.08%-46,94913F-HRTimeline
Boyd Wealth Management, LLC13,915$1.91M0.95%+3,49813F-HRTimeline
Bison Wealth, LLC13,797$1.9M0.18%+2,84913F-HRTimeline
MML INVESTORS SERVICES, LLC13,453$1.85M0.01%+14113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.13,215$1.82M0.09%013F-HRTimeline
FMR LLCin group FMR LLC12,656$1.74M<0.01%+2,19713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,349$1.7M0.05%-34613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,185$1.67M<0.01%+1,81613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.11,728$1.61M0.01%+6,92813F-HRTimeline
Optivise Advisory Services LLC11,352$1.56M0.88%013F-HRTimeline
Asset Allocation Strategies LLC10,853$1.49M0.37%-3,99913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,356$1.42M<0.01%+92013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,922$1.29M0.03%+2,73313F-HRTimelineGroup
Avior Wealth Management, LLC8,827$1.21M0.05%-1,13113F-HRTimeline
Private Advisor Group, LLC7,519$1.03M0.01%-40013F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.6,833$939K0.19%+91213F-HRTimeline
COZAD ASSET MANAGEMENT INC6,578$904K0.09%-9813F-HRTimeline
Clear Creek Financial Management, LLC6,535$898K0.09%new13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…6,401$880K0.34%+4813F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…6,137$843K0.07%+6413F-HRTimelineGroup
Aureus Asset Management, LLC6,000$824K0.06%013F-HRTimeline
Patriot Financial Group Insurance Agenc…5,824$800K0.11%-1,03913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,686$781K<0.01%+5913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,417$744K0.06%-42013F-HRTimeline
PKS Advisory Services, LLC5,030$691K0.19%-14913F-HRTimeline
McAdam, LLC4,952$680K0.04%+2,25413F-HRTimeline
Forefront Wealth Partners, LLC4,898$673K0.46%+1,58313F-HRTimeline
Andina Capital Management, LLC4,554$626K0.45%-1,63913F-HRTimeline
Forum Private Client Group LLC4,528$622K0.27%+513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,519$621K<0.01%-20313F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC4,481$616K0.03%+713F-HRTimeline
Orin Green Financial, LLC4,600$581K0.27%new13F-HRTimeline
Efficient Advisors, LLC3,985$548K0.04%-42313F-HR/ATimeline
Geneos Wealth Management Inc.3,970$546K0.01%+2,06413F-HRTimeline
GTS SECURITIES LLC3,943$542K0.02%new13F-HRTimeline
MONECO ADVISORS, LLC3,929$540K0.06%013F-HR/ATimeline
NFSG Corp3,925$539K0.13%-89013F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,700$508K0.02%-1,80013F-HRTimeline
Integrated Wealth Concepts LLC3,564$490K0.01%-5,28913F-HRTimeline
Anchor Investment Management, LLC3,519$484K0.05%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC3,500$481K<0.01%-10,80013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,422$470K<0.01%-6,29613F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth3,376$464K<0.01%-66013F-HR/ATimelineGroup
Ethos Financial Group, LLC3,193$462K0.04%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY3,255$447K0.09%-1213F-HRTimeline
AFT, FORSYTH & COMPANY, INC.3,156$434K0.23%+113F-HRTimeline
GenWealth Group, Inc.2,962$407K0.09%013F-HRTimeline
Merkkuri Wealth Advisors LLC2,938$404K0.35%-93413F-HRTimeline
HRT FINANCIAL LP2,940$403K<0.01%+1,55013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,792$384K0.01%013F-HRTimeline
Sanctuary Advisors, LLC2,731$375K<0.01%-15413F-HRTimeline
Jackson Wealth Management, LLC2,713$373K0.05%-7613F-HRTimeline
CENTAURUS FINANCIAL, INC.2,586$355K0.02%+12913F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management2,500$344K0.06%13F-HRTimelineGroup
Michels Family Financial, LLC2,418$332K0.3%-1713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,380$327K0.04%013F-HRTimeline
Kendall Capital Management2,353$323K0.1%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,275$313K<0.01%-14013F-HRTimelineGroup
Bouchey Financial Group, Ltd.2,255$310K0.03%013F-HRTimeline
Resolute Advisors LLC2,250$309K0.09%+613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,220$305K0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,198$302K0.01%+78813F-HRTimeline
National Wealth Management Group, LLC2,065$284K0.19%+21513F-HRTimeline
Capital Investment Advisory Services, L…2,000$275K0.02%013F-HRTimeline
Sigma Planning Corp1,880$258K0.01%new13F-HRTimeline
K.J. Harrison & Partners Inc1,825$251K0.05%new13F-HRTimeline
Octavia Wealth Advisors, LLC1,810$249K0.03%013F-HRTimeline
Cornerstone Wealth Management, LLC1,805$248K0.02%-14613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,801$247K<0.01%013F-HRTimeline
NorthCoast Asset Management LLC1,700$234K<0.01%new13F-HR/ATimeline
Apeiron RIA LLC1,600$220K0.07%+413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,539$212K0.02%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,542$212K<0.01%new13F-HRTimeline
Investors Research Corp1,481$204K0.04%+55213F-HRTimeline
IFP Advisors, Inc1,421$195K0.01%-19013F-HRTimeline
Steward Partners Investment Advisory, L…1,327$182K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC1,320$181K0.16%013F-HRTimeline
COMERICA BANK971$133K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc859$124K0.04%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB767$105K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd684$94K<0.01%+213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources680$93.4K<0.01%+30513F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…660$90.8K0.09%+113F-HRTimeline
UMB Bank, n.a.640$87.9K<0.01%-11913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Pacific Financial638$87.7K0.02%-1,91613F-HRTimeline
Pinnacle Bancorp, Inc.552$75.8K0.02%013F-HRTimeline
AdvisorNet Financial, Inc542$74.5K0.01%+24213F-HRTimeline
PRIVATE TRUST CO NA480$66K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC456$62.7K0.01%013F-HRTimeline
Truvestments Capital LLC369$50.7K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC309$42.5K<0.01%-12913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP275$37.6K<0.01%013F-HR/ATimelineGroup
Farther Finance Advisors, LLC252$34.8K<0.01%013F-HRTimeline
NewEdge Advisors, LLC204$28K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…200$27.5K<0.01%+2213F-HRTimeline
LANARK FINANCIAL, INC.191$26K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC168$23.1K<0.01%013F-HRTimelineGroup
ESL Trust Services, LLC161$22.1K<0.01%-3013F-HRTimeline
HHM Wealth Advisors, LLC150$20.6K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.140$19.2K0.02%013F-HR/ATimeline
Costello Asset Management, INC130$17.9K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/127$17.4K<0.01%+113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC123$16.9K<0.01%013F-HRTimeline
TRUST CO OF VERMONT100$13.7K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…96$13.2K<0.01%-67013F-HRTimelineGroup
AE Wealth Management LLC85$11.7K<0.01%+1013F-HRTimeline
LRI Investments, LLC83$11.4K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…56$7.7K<0.01%013F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…55$7.56K0.01%new13F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC35$4.81K<0.01%013F-HR/ATimeline
Wilmington Savings Fund Society, FSB23$3.16K<0.01%-1213F-HRTimeline
Sterling Capital Management LLC17$2.34K<0.01%-1813F-HRTimeline
Beacon Capital Management, LLC17$2.34K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC14$1.92K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC13$1.79K<0.01%013F-HRTimeline
Larson Financial Group LLC2$280<0.01%013F-HRTimeline
MAI Capital Management1$93<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.