Skip to content
Disclosery

IWL ISHARES TR

Follow

RUS TOP 200 ETF (fund)

199 managers (201 13F filers) reported a position in IWL shares at 2025-06-30, 8,067,049 shares in all. 22 filers opened a position and 12 filers sold out during the quarter.

Managers
199
13F filers
201
New
22
Added
68
Reduced
69
Sold out
12
Shares held by filers
8,067,049

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY690,954$106M0.01%-83113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/615,837$94.3M0.01%+29,08613F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP553,806$84.8M7.8%-22,83013F-HRTimelineGroup
Gilbert & Cook, Inc.531,477$81.4M11%+14,79013F-HRTimeline
Richmond Investment Services, LLC376,570$57.7M12.18%+192,02013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC359,193$54.8M0.01%+9,58013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC309,665$47.4M0.25%+1,73613F-HRTimelineGroup
LPL Financial LLC265,185$40.6M0.01%-21,52313F-HRTimeline
FreeGulliver LLC239,874$36.7M16.92%+19,67113F-HRTimeline
McKinley Carter Wealth Services, Inc.207,352$31.7M1.76%-7,79813F-HRTimeline
Reliant Wealth Planning204,525$31.3M12.23%+18,01013F-HRTimeline
Heck Capital Advisors, LLC204,097$31.3M2.69%+166,09113F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV179,041$27.4M11.14%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO172,008$26.3M<0.01%+3,76213F-HRTimelineGroup
Prescott Group Capital Management, L.L.…134,450$20.6M2.43%+43,69513F-HRTimeline
George Kaiser Family Foundation134,450$20.6M2.97%+43,69513F-HRTimeline
Cambridge Investment Research Advisors,…126,428$19.4M0.06%-1,04413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA121,728$18.6M<0.01%-29,96013F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.102,991$15.8M0.13%-149,78813F-HRTimelineGroup
KM Capital Management Ltd.100,108$15.3M7.56%+7913F-HRTimeline
MANCHESTER FINANCIAL INC95,073$14.6M3.05%+39,39513F-HRTimeline
Composition Wealth, LLC93,461$14.3M0.24%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…92,960$14.2M2.61%+19413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC85,163$13M0.02%+16,09013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding81,602$12.5M-38,829Timeline
DOHJ, LLC93,113$12.3M3.56%-96,36513F-HRTimeline
WFA Asset Management Corp91,536$12.3M6.93%-2,28213F-HRTimeline
HighTower Advisors, LLC77,744$11.9M0.01%-1,79613F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC74,353$11.4M5.9%+97913F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC73,466$11.2M0.01%+24,68013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO62,014$9.5M0.17%+33513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,623$8.98M0.02%+39,87013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN55,278$8.46M<0.01%+1,45113F-HRTimelineGroup
UBS Group AGin group UBS Group AG54,587$8.36M<0.01%-10,01713F-HRTimelineGroup
Strategic Equity Management47,353$7.25M2.67%-5,92513F-HRTimeline
Nicollet Investment Management, Inc.44,558$6.82M2.28%-1,74113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP40,600$6.22M0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC37,925$5.98M0.23%-10,14913F-HRTimeline
ShoreHaven Wealth Partners, LLC38,418$5.88M2.41%-3513F-HRTimeline
Holos Integrated Wealth LLC37,077$5.88M3.53%-9313F-HRTimeline
Cresset Asset Management, LLC33,181$5.87M0.03%+8,45013F-HR/ATimeline
Merit Financial Group, LLC37,914$5.81M0.06%-36,08513F-HRTimeline
Integrated Wealth Concepts LLC36,466$5.58M0.06%+32,90213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC29,252$4.48M0.27%-23213F-HRTimeline
Valmark Advisers, Inc.29,227$4.48M0.06%-11,58713F-HRTimeline
Waverly Advisors, LLC27,186$4.16M0.05%+2,82113F-HRTimeline
Noble Family Wealth, LLC25,277$3.87M0.95%-1,22513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,052$3.84M0.08%+48813F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC24,788$3.79M0.27%-2,50813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV24,455$3.74M0.27%-2,28613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,156$3.7M0.02%-4,33713F-HRTimelineGroup
Cetera Investment Advisers23,912$3.66M0.01%-26,78213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,773$3.64M<0.01%+12413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,694$3.47M<0.01%-9,66213F-HRTimelineGroup
Grant Street Asset Management, Inc.22,043$3.38M0.76%+3,46513F-HRTimeline
SOA Wealth Advisors, LLC.21,072$3.23M0.61%+4,02713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,734$3.02M0.04%-9613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS19,554$2.99M<0.01%-105,54613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC19,353$2.96M0.1%+53713F-HRTimelineGroup
Mason & Associates, LLC18,986$2.91M0.73%-6713F-HRTimeline
Wealthfront Advisers LLC18,773$2.87M0.01%+1,52013F-HRTimeline
Mariner, LLCin group Mariner, LLC18,738$2.87M<0.01%+2,21813F-HRTimelineGroup
Creative Planningin group Creative Planning17,856$2.73M<0.01%-10613F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA17,000$2.6M0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,757$2.57M<0.01%-31,54613F-HRTimelineGroup
Boyd Wealth Management, LLC15,310$2.34M1.02%+1,39513F-HRTimeline
Family Capital Management, Inc.14,716$2.25M1.18%-6213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,670$2.25M<0.01%+2,48513F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.14,505$2.22M0.1%+1,29013F-HRTimeline
Legacy Advisory Services, LLC14,267$2.18M1.73%-16813F-HRTimeline
GeoWealth Management, LLC14,229$2.18M0.09%-3713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,855$2.15M<0.01%-7,59013F-HRTimeline
MML INVESTORS SERVICES, LLC13,919$2.13M0.01%+46613F-HRTimeline
Bison Wealth, LLC13,635$2.09M0.17%-16213F-HRTimeline
FMR LLCin group FMR LLC13,375$2.05M<0.01%+71913F-HRTimelineGroup
Compton Wealth Advisory Group, LLC12,897$1.97M0.5%-3,15713F-HRTimeline
GTS SECURITIES LLC12,360$1.89M0.08%+8,41713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,670$1.79M<0.01%+1,31413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.11,457$1.75M0.01%-27113F-HRTimeline
Optivise Advisory Services LLC11,158$1.71M0.87%-19413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,492$1.61M<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,467$1.6M0.04%-1,88213F-HRTimelineGroup
Asset Allocation Strategies LLC9,075$1.39M0.31%-1,77813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,000$1.38M0.03%+7813F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED8,773$1.34M0.11%new13F-HRTimeline
Avior Wealth Management, LLC8,575$1.31M0.05%-25213F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.8,331$1.28M0.24%+1,49813F-HRTimeline
McAdam, LLC7,875$1.21M0.07%+2,92313F-HRTimeline
Hershey Financial Advisers, LLC7,783$1.19M1.07%13F-HRTimeline
Private Advisor Group, LLC7,334$1.12M0.01%-18513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP7,019$1.07M<0.01%new13F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC6,814$1.04M0.09%+23613F-HR/ATimeline
CWM, LLCin group CWM, LLC6,735$1.03M<0.01%+6,73413F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…6,564$1.01M0.08%+42713F-HRTimelineGroup
Aureus Asset Management, LLC6,000$919K0.06%013F-HRTimeline
Forefront Wealth Partners, LLC5,895$875K0.6%+99713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,689$871K<0.01%+313F-HRTimeline
Patriot Financial Group Insurance Agenc…5,659$867K0.1%-16513F-HRTimeline
MAI Capital Management5,501$842K0.01%+5,50013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding5,456$835K+2,080Timeline
CAHABA WEALTH MANAGEMENT, INC.5,418$830K0.06%+113F-HRTimeline
PKS Advisory Services, LLC4,829$739K0.19%-20113F-HRTimeline
Orin Green Financial, LLC4,600$704K0.3%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,559$698K0.03%+7813F-HRTimeline
Forum Private Client Group LLC4,525$693K0.27%-313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,264$653K<0.01%-25513F-HRTimelineGroup
Clear Creek Financial Management, LLC4,124$631K0.06%-2,41113F-HRTimeline
Efficient Advisors, LLC4,028$617K0.04%+4313F-HRTimeline
MONECO ADVISORS, LLC3,929$602K0.06%013F-HRTimeline
Anchor Investment Management, LLC3,519$539K0.05%013F-HRTimeline
NFSG Corp3,500$536K0.09%-42513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,446$528K0.19%-2,95513F-HRTimeline
Crumly & Associates Inc.3,427$525K0.13%new13F-HRTimeline
Sanctuary Advisors, LLC3,385$518K<0.01%+65413F-HRTimeline
Breakwater Capital Group3,372$516K0.08%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,226$494K0.01%+1,00613F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.3,157$483K0.25%+113F-HRTimeline
Ethos Financial Group, LLC3,144$481K0.04%-4913F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY2,932$457K0.1%-32313F-HRTimeline
GenWealth Group, Inc.2,860$438K0.09%-10213F-HRTimeline
Geneos Wealth Management Inc.2,837$434K0.01%-1,13313F-HRTimeline
CENTAURUS FINANCIAL, INC.2,713$415K0.02%+12713F-HRTimeline
Jackson Wealth Management, LLC2,546$390K0.04%-16713F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management2,500$383K0.06%013F-HRTimelineGroup
Andina Capital Management, LLC2,417$370K0.26%-2,13713F-HRTimeline
Michels Family Financial, LLC2,414$370K0.32%-413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,380$364K0.04%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,325$356K<0.01%new13F-HRTimelineGroup
Investors Research Corp2,291$351K0.07%+81013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,275$348K<0.01%013F-HR/ATimelineGroup
Bouchey Financial Group, Ltd.2,255$345K0.03%013F-HRTimeline
Resolute Advisors LLC2,255$345K0.09%+513F-HRTimeline
J.W. COLE ADVISORS, INC.2,209$338K0.01%+1113F-HRTimeline
DAVENPORT & Co LLC2,188$335K<0.01%new13F-HRTimeline
Kendall Capital Management2,114$324K0.09%-23913F-HRTimeline
Capital Investment Advisory Services, L…2,000$306K0.03%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,931$296K0.02%+39213F-HR/ATimeline
Octavia Wealth Advisors, LLC1,811$277K0.03%+113F-HRTimeline
Cornerstone Wealth Management, LLC1,805$276K0.02%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,801$276K<0.01%013F-HRTimeline
NTV Asset Management LLC1,785$273K0.03%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,707$261K<0.01%+16513F-HRTimeline
NorthCoast Asset Management LLC1,700$260K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,665$255K0.01%+1,56913F-HRTimelineGroup
Tradewinds, LLC.1,638$251K0.19%new13F-HRTimeline
Merkkuri Wealth Advisors LLC1,638$251K0.19%-1,30013F-HRTimeline
Apeiron RIA LLC1,604$246K0.06%+413F-HRTimeline
Gladstone Institutional Advisory LLC1,473$226K0.01%new13F-HRTimeline
TruWealth Advisors, LLC1,453$222K0.01%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,446$221K0.04%new13F-HRTimeline
Atlas Private Wealth Advisors1,400$214K0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,327$203K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC1,320$202K0.16%013F-HRTimeline
COMERICA BANK971$149K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB767$117K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC692$106K<0.01%new13F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…680$104K0.08%+2013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources680$104K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC660$101K<0.01%+49213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.646$98.9K<0.01%-2,14613F-HRTimeline
UMB Bank, n.a.640$98K<0.01%013F-HR/ATimeline
First Pacific Financial640$98K0.01%+213F-HRTimeline
IFP Advisors, Inc602$92.2K<0.01%-81913F-HRTimeline
Pinnacle Bancorp, Inc.537$82.2K0.03%-1513F-HRTimeline
AdvisorNet Financial, Inc536$82.1K0.01%-613F-HRTimeline
PRIVATE TRUST CO NA480$73.5K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC385$59K0.01%-7113F-HRTimeline
Qube Research & Technologies Ltd383$58.6K<0.01%-30113F-HRTimeline
Truvestments Capital LLC369$56.5K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP324$49.4K<0.01%+4913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\292$44.7K<0.01%new13F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC259$39.7K<0.01%-5013F-HRTimeline
NewEdge Advisors, LLC204$31.2K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…200$30.6K<0.01%013F-HRTimeline
ESL Trust Services, LLC161$24.7K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC150$23K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.140$21.4K0.02%013F-HRTimeline
Costello Asset Management, INC130$19.9K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/127$19.4K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC123$18.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC105$16.1K<0.01%-14713F-HRTimeline
TRUST CO OF VERMONT100$15.3K<0.01%013F-HRTimeline
AE Wealth Management LLC85$13K<0.01%013F-HRTimeline
LRI Investments, LLC83$12.7K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc68$10.5K<0.01%-79113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…56$8.57K<0.01%013F-HRTimelineGroup
Legacy Investment Solutions, LLC55$8.42K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…55$8.42K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC53$8.12K<0.01%+5113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…46$7.03K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.43$6K<0.01%-14813F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC35$5.36K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…34$5.21K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB23$3.52K<0.01%013F-HRTimeline
Sterling Capital Management LLC17$2.6K<0.01%013F-HR/ATimeline
Beacon Capital Management, LLC17$2.6K<0.01%013F-HRTimeline
SIGNATUREFD, LLC14$2.14K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC13$1.99K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.