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Disclosery

IWL ISHARES TR

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RUS TOP 200 ETF (fund)

201 managers (203 13F filers) reported a position in IWL shares at 2025-09-30, 7,968,428 shares in all. 20 filers opened a position and 15 filers sold out during the quarter.

Managers
201
13F filers
203
New
20
Added
69
Reduced
68
Sold out
15
Shares held by filers
7,968,428

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY683,255$113M0.01%-7,69913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/622,338$103M0.01%+6,50113F-HR/ATimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP552,851$91.8M7.68%-95513F-HRTimelineGroup
Gilbert & Cook, Inc.515,613$85.6M11%-15,86413F-HRTimeline
Richmond Investment Services, LLC386,012$64.1M11.93%+9,44213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC358,132$59.5M0.01%-1,06113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC332,966$55.3M0.23%+23,30113F-HRTimelineGroup
LPL Financial LLC261,275$43.4M0.01%-3,91013F-HRTimeline
FreeGulliver LLC241,260$40.1M17.97%+1,38613F-HRTimeline
Heck Capital Advisors, LLC203,807$33.9M2.62%-29013F-HRTimeline
Reliant Wealth Planning201,622$33.5M10.85%-2,90313F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV178,486$29.6M11.27%-55513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO162,352$27M<0.01%-9,65613F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA145,191$24.1M<0.01%+23,46313F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.135,879$22.6M1.19%-71,47313F-HRTimeline
Prescott Group Capital Management, L.L.…134,450$22.3M2.35%013F-HRTimeline
George Kaiser Family Foundation134,450$22.3M3.13%013F-HRTimeline
Cambridge Investment Research Advisors,…126,177$21M0.06%-25113F-HRTimeline
MANCHESTER FINANCIAL INC116,313$19.3M3.87%+21,24013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.103,084$17.1M0.13%+9313F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…91,844$15.3M2.48%-1,11613F-HRTimeline
KM Capital Management Ltd.90,509$15M6.95%-9,59913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC86,161$14.3M0.02%+99813F-HRTimeline
Composition Wealth, LLC84,352$14M0.21%-9,10913F-HRTimeline
WFA Asset Management Corp90,048$12.6M6.87%-1,48813F-HRTimeline
UBS Group AGin group UBS Group AG73,288$12.2M<0.01%+18,70113F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC73,199$12.2M5.91%-1,15413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding72,414$12M-9,188Timeline
HighTower Advisors, LLC70,530$11.7M0.01%-7,21413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC61,383$10.2M<0.01%+37,61013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO58,874$9.78M0.21%-3,14013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN57,319$9.52M<0.01%+2,04113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,467$8.81M0.01%-5,15613F-HRTimelineGroup
Nicollet Investment Management, Inc.47,557$7.9M2.58%+2,99913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.42,816$7.11M0.08%+23,08213F-HRTimelineGroup
Merit Financial Group, LLC40,686$6.76M0.06%+2,77213F-HR/ATimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC40,347$6.7M0.01%-33,11913F-HRTimelineGroup
Strategic Equity Management40,061$6.65M2.47%-7,29213F-HRTimeline
ShoreHaven Wealth Partners, LLC38,352$6.37M2.36%-6613F-HRTimeline
SageView Advisory Group, LLC37,926$6.3M0.22%+113F-HRTimeline
Integrated Wealth Concepts LLC37,663$6.26M0.06%+1,19713F-HRTimeline
Holos Integrated Wealth LLC37,118$6.05M3.56%+4113F-HRTimeline
Veridan Wealth LLC36,218$6.02M2.07%13F-HRTimeline
Cetera Investment Advisers33,668$5.59M0.01%+9,75613F-HRTimeline
Waverly Advisors, LLC29,549$4.91M0.05%+2,36313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC29,252$4.86M0.27%013F-HRTimeline
Valmark Advisers, Inc.27,735$4.61M0.06%-1,49213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,254$4.53M0.01%+10,49713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS26,218$4.35M<0.01%+6,66413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,052$4.16M0.02%+89613F-HRTimelineGroup
Noble Family Wealth, LLC24,961$4.15M0.91%-31613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…24,913$4.14M0.08%-13913F-HRTimelineGroup
Cresset Asset Management, LLC24,731$4.11M0.02%-8,45013F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC24,492$4.07M0.25%-29613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding23,732$4.02M+18,276Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV24,013$3.99M0.27%-44213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,974$3.82M<0.01%+8,30413F-HRTimelineGroup
Grant Street Asset Management, Inc.21,718$3.61M0.76%-32513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,885$3.3M0.1%+53213F-HRTimelineGroup
SOA Wealth Advisors, LLC.19,754$3.28M0.56%-1,31813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,575$3.25M<0.01%-3,11913F-HRTimelineGroup
Wealthfront Advisers LLC19,309$3.21M0.01%+53613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,868$3.13M0.08%+8,40113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC18,400$3.06M<0.01%-33813F-HRTimelineGroup
Creative Planningin group Creative Planning17,889$2.97M<0.01%+3313F-HRTimelineGroup
Mason & Associates, LLC18,986$2.91M0.73%013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA17,000$2.82M<0.01%013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP15,900$2.64M<0.01%-24,70013F-HRTimelineGroup
Family Capital Management, Inc.14,718$2.44M1.17%+213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.14,640$2.43M0.1%+13513F-HRTimeline
GeoWealth Management, LLC14,295$2.37M0.09%+6613F-HRTimeline
Legacy Advisory Services, LLC14,287$2.37M1.79%+2013F-HRTimeline
Boyd Wealth Management, LLC14,097$2.34M1.01%-1,21313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,637$2.27M<0.01%-21813F-HRTimeline
FMR LLCin group FMR LLC12,957$2.15M<0.01%-41813F-HRTimelineGroup
Compton Wealth Advisory Group, LLC12,897$2.14M0.5%013F-HRTimeline
MML INVESTORS SERVICES, LLC12,716$2.11M0.01%-1,20313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,787$1.96M<0.01%+11713F-HRTimelineGroup
WIN ADVISORS, INC11,399$1.89M0.92%new13F-HRTimeline
PATTEN & PATTEN INC/TN9,909$1.65M0.1%new13F-HRTimeline
Forefront Wealth Partners, LLC9,621$1.6M0.4%+3,72613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,755$1.45M0.02%-24513F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED8,438$1.4M0.1%-33513F-HRTimeline
Avior Wealth Management, LLC8,435$1.4M0.05%-14013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…8,150$1.35M0.09%+1,58613F-HRTimelineGroup
McAdam, LLC7,349$1.22M0.06%-52613F-HRTimeline
Private Advisor Group, LLC7,260$1.21M0.01%-7413F-HRTimeline
Procyon Advisors, LLC7,161$1.19M0.07%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC6,881$1.14M0.09%+6713F-HRTimeline
Asset Allocation Strategies LLC6,791$1.13M0.22%-2,28413F-HRTimeline
CWM, LLCin group CWM, LLC6,735$1.12M<0.01%013F-HRTimelineGroup
Aureus Asset Management, LLC6,000$997K0.06%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,992$995K<0.01%+30313F-HRTimeline
Summit Financial, LLC5,624$934K0.01%new13F-HRTimeline
MAI Capital Management5,501$914K0.01%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,419$900K0.07%+113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,772$793K0.03%+21313F-HRTimeline
PKS Advisory Services, LLC4,653$775K0.16%-17613F-HRTimeline
Forum Private Client Group LLC4,557$757K0.27%+3213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,264$708K<0.01%013F-HRTimelineGroup
Clear Creek Financial Management, LLC3,984$662K0.06%-14013F-HRTimeline
MONECO ADVISORS, LLC3,929$653K0.05%013F-HRTimeline
Efficient Advisors, LLC3,768$626K0.04%-26013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,683$612K<0.01%+2,99113F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,606$599K0.19%+16013F-HRTimeline
Breakwater Capital Group3,530$586K0.09%+15813F-HRTimeline
Anchor Investment Management, LLC3,519$585K0.05%013F-HRTimeline
Sanctuary Advisors, LLC3,404$565K<0.01%+1913F-HR/ATimeline
NFSG Corp3,355$557K0.08%-14513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,337$554K0.01%+11113F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.3,158$525K0.25%+113F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY2,982$497K0.1%+5013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,962$492K0.02%+24913F-HRTimeline
Geneos Wealth Management Inc.2,899$482K0.01%+6213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,861$475K<0.01%+53613F-HRTimelineGroup
DIVERSIFIED TRUST CO2,859$475K0.01%new13F-HRTimeline
Investors Research Corp2,750$457K0.08%+45913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,744$456K0.01%+1,07913F-HRTimelineGroup
Ethos Financial Group, LLC2,744$456K0.04%-40013F-HRTimeline
DAVENPORT & Co LLC2,617$435K<0.01%+42913F-HRTimeline
Andina Capital Management, LLC2,518$418K0.24%+10113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management2,500$415K0.06%013F-HRTimelineGroup
Elevation Capital Advisory, LLC2,443$406K0.16%new13F-HRTimeline
Jackson Wealth Management, LLC2,416$401K0.04%-13013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,380$395K0.04%013F-HRTimeline
HRT FINANCIAL LP2,366$392K<0.01%new13F-HRTimeline
Michels Family Financial, LLC2,340$389K0.3%-7413F-HRTimeline
Resolute Advisors LLC2,261$376K0.1%+613F-HRTimeline
Bouchey Financial Group, Ltd.2,255$375K0.03%013F-HRTimeline
Secure Asset Management, LLC2,210$369K0.06%new13F-HRTimeline
J.W. COLE ADVISORS, INC.2,211$367K0.01%+213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,204$366K<0.01%-8,28813F-HRTimelineGroup
GenWealth Group, Inc.2,004$333K0.06%-85613F-HRTimeline
Capital Investment Advisory Services, L…2,000$332K0.03%013F-HRTimeline
Kendall Capital Management1,990$331K0.07%-12413F-HRTimeline
Gladstone Institutional Advisory LLC1,937$322K0.01%+46413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,919$319K0.02%-1213F-HRTimeline
NWF Advisory Services Inc.1,815$301K0.03%new13F-HRTimeline
Cornerstone Wealth Management, LLC1,805$300K0.02%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,801$299K<0.01%013F-HRTimeline
Orin Green Financial, LLC1,750$291K0.12%-2,85013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,707$284K<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,647$274K<0.01%-62813F-HRTimelineGroup
NTV Asset Management LLC1,643$273K0.03%-14213F-HRTimeline
Merkkuri Wealth Advisors LLC1,641$273K0.2%+313F-HRTimeline
Apeiron RIA LLC1,608$266K0.06%+413F-HRTimeline
IFG Advisory, LLC1,567$260K0.01%new13F-HRTimeline
Octavia Wealth Advisors, LLC1,549$257K0.03%-26213F-HRTimeline
GTS SECURITIES LLC1,505$250K0.01%-10,85513F-HRTimeline
Crumly & Associates Inc.1,466$244K0.05%-1,96113F-HRTimeline
TruWealth Advisors, LLC1,453$241K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,393$231K<0.01%+6613F-HRTimeline
Orion Porfolio Solutions, LLC1,288$214K<0.01%new13F-HRTimeline
Orca Investment Management, LLC1,244$207K0.17%new13F-HRTimeline
Iowa State Bank1,222$203K0.04%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,000$166K<0.01%new13F-HRTimelineGroup
COMERICA BANK961$160K<0.01%-1013F-HRTimeline
MassMutual Private Wealth & Trust, FSB767$127K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…682$113K0.08%+213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources680$113K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC654$109K<0.01%-613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.646$107K<0.01%013F-HRTimeline
UMB Bank, n.a.640$106K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Qube Research & Technologies Ltd637$106K<0.01%+25413F-HRTimeline
First Pacific Financial582$96.7K0.01%-5813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP551$90.9K<0.01%+22713F-HRTimelineGroup
Pinnacle Bancorp, Inc.537$89.2K0.03%013F-HRTimeline
AdvisorNet Financial, Inc536$89K0.01%013F-HRTimeline
PRIVATE TRUST CO NA480$79.7K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.397$65.9K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC394$65.4K<0.01%+19013F-HRTimeline
Truvestments Capital LLC369$61.3K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC364$60.5K0.01%-2113F-HRTimeline
IFP Advisors, Inc357$59.3K<0.01%-24513F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp336$55.8K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\292$48.5K<0.01%013F-HRTimelineGroup
Allworth Financial LP281$46.7K<0.01%new13F-HRTimeline
Advisory Services Network, LLC249$41.4K<0.01%new13F-HRTimeline
AE Wealth Management LLC244$40.5K<0.01%+15913F-HRTimeline
Root Financial Partners, LLC228$37.9K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…200$33.2K<0.01%013F-HRTimeline
ESL Trust Services, LLC161$26.7K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC150$24.9K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.140$23.3K0.02%013F-HRTimeline
Costello Asset Management, INC131$21.7K0.01%+113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/127$21.1K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC123$20.4K<0.01%013F-HRTimeline
TRUST CO OF VERMONT100$16.6K<0.01%013F-HRTimeline
LRI Investments, LLC83$13.8K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc69$11.4K<0.01%+113F-HRTimeline
Larson Financial Group LLC56$9.31K<0.01%+313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…56$9.3K<0.01%013F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC52$8.64K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC45$7.47K<0.01%-6013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC35$5.81K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…34$5.65K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB23$3.82K<0.01%013F-HR/ATimeline
Sterling Capital Management LLC17$2.82K<0.01%013F-HRTimeline
Abich Financial Wealth Management LLC16$2.66K<0.01%13F-HRTimeline
SIGNATUREFD, LLC14$2.33K<0.01%013F-HRTimeline