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Disclosery

IWL ISHARES TR

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RUS TOP 200 ETF (fund)

218 managers (221 13F filers) reported a position in IWL shares at 2025-12-31, 8,388,348 shares in all. 20 filers opened a position and 13 filers sold out during the quarter.

Managers
218
13F filers
221
New
20
Added
63
Reduced
78
Sold out
13
Shares held by filers
8,388,348

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY728,697$124M0.01%+45,44213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/684,447$117M0.01%+62,10913F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP571,143$97.5M7.58%+18,29213F-HRTimelineGroup
Gilbert & Cook, Inc.509,259$86.9M10.92%-6,35413F-HRTimeline
Richmond Investment Services, LLC396,436$67.6M11.69%+10,42413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC382,370$65.2M0.26%+49,40413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC366,923$62.6M0.01%+8,79113F-HRTimelineGroup
LPL Financial LLC283,567$48.4M0.01%+22,29213F-HRTimeline
FreeGulliver LLC219,255$37.4M16.72%-22,00513F-HRTimeline
Heck Capital Advisors, LLC204,621$34.9M2.6%+81413F-HRTimeline
Reliant Wealth Planning199,143$34M10.62%-2,47913F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV177,992$30.4M11.26%-49413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK173,607$29.6M0.16%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO156,027$26.6M<0.01%-6,32513F-HRTimelineGroup
Prescott Group Capital Management, L.L.…134,450$22.9M2.13%013F-HRTimeline
George Kaiser Family Foundation134,450$22.9M3.07%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA133,395$22.8M<0.01%-11,79613F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.129,261$22.1M1.23%-6,61813F-HRTimeline
Cambridge Investment Research Advisors,…123,432$21.1M0.06%-2,74513F-HRTimeline
MANCHESTER FINANCIAL INC118,491$20.2M3.78%+2,17813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.102,214$17.4M0.12%-87013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC99,550$17M0.02%+13,38913F-HRTimeline
Composition Wealth, LLC82,008$14M0.2%-2,34413F-HRTimeline
KM Capital Management Ltd.77,787$13.3M6.78%-12,72213F-HRTimeline
Annex Advisory Services, LLC75,809$12.9M0.25%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…73,440$12.5M1.98%-18,40413F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC72,435$12.4M5.75%-76413F-HRTimeline
HighTower Advisors, LLC69,063$11.8M0.01%-1,46713F-HRTimeline
UBS Group AGin group UBS Group AG68,400$11.7M<0.01%-4,88813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding67,321$11.5M-5,093Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN58,440$9.97M<0.01%+1,12113F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO56,328$9.61M0.2%-2,54613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC55,668$9.5M<0.01%-5,71513F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.52,300$8.92M0.1%+9,48413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,128$8.9M0.01%-1,33913F-HRTimelineGroup
Capital Developers, LLC50,501$8.62M7.72%13F-HRTimeline
Nicollet Investment Management, Inc.47,632$8.13M2.57%+7513F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC41,633$7.1M0.01%+1,28613F-HRTimelineGroup
Merit Financial Group, LLC41,493$7.08M0.06%+80713F-HRTimeline
ShoreHaven Wealth Partners, LLC38,310$6.54M2.35%-4213F-HRTimeline
Integrated Wealth Concepts LLC38,109$6.5M0.08%+44613F-HRTimeline
Strategic Equity Management37,156$6.34M2.15%-2,90513F-HRTimeline
SageView Advisory Group, LLC37,099$6.33M0.21%-82713F-HRTimeline
Veridan Wealth LLC36,259$6.19M2.08%+4113F-HRTimeline
Holos Integrated Wealth LLC35,641$6.08M3.39%-1,47713F-HRTimeline
Cetera Investment Advisers35,268$6.02M0.01%+1,60013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding35,020$5.98M+9,968Timeline
FIRST AMERICAN TRUST, FSB31,762$5.42M0.37%new13F-HRTimeline
Waverly Advisors, LLC31,394$5.36M0.04%+1,84513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC29,252$4.99M0.27%013F-HRTimeline
Valmark Advisers, Inc.27,713$4.73M0.06%-2213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,916$4.42M0.08%+1,00313F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC25,529$4.36M0.26%+1,03713F-HRTimeline
Cresset Asset Management, LLC24,731$4.22M0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,940$3.91M<0.01%-3413F-HRTimelineGroup
Grant Street Asset Management, Inc.22,382$3.82M0.77%+66413F-HRTimeline
Noble Family Wealth, LLC22,007$3.76M0.79%-2,95413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,585$3.68M0.09%+2,71713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV20,807$3.55M0.22%-3,20613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding20,692$3.53M-3,040Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,167$3.44M<0.01%+59213F-HR/ATimelineGroup
Wealthfront Advisers LLC19,141$3.27M0.01%-16813F-HRTimeline
SOA Wealth Advisors, LLC.19,078$3.26M0.55%-67613F-HRTimeline
Mariner, LLCin group Mariner, LLC18,352$3.13M<0.01%-4813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC18,350$3.13M0.09%-1,53513F-HR/ATimelineGroup
Mason & Associates, LLC18,065$3.08M0.7%-92113F-HRTimeline
Creative Planningin group Creative Planning17,889$3.05M<0.01%013F-HRTimelineGroup
REDSTONE WEALTH MANAGEMENT, LLC15,550$2.65M2.1%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,125$2.58M<0.01%+9,13313F-HRTimeline
Family Capital Management, Inc.14,715$2.51M1.12%-313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.14,624$2.5M0.1%-1613F-HRTimeline
Legacy Advisory Services, LLC14,295$2.44M1.83%+813F-HRTimeline
Boyd Wealth Management, LLC14,093$2.4M1.02%-413F-HRTimeline
GeoWealth Management, LLC13,892$2.37M0.09%-40313F-HRTimeline
Winter & Associates, Inc.13,344$2.28M2.1%13F-HRTimeline
MML INVESTORS SERVICES, LLC13,210$2.25M0.01%+49413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,968$2.23M0.15%+4,53013F-HRTimeline
BOKF, NAin group BOKF, NA13,045$2.23M0.03%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS13,000$2.22M<0.01%-13,21813F-HRTimelineGroup
Compton Wealth Advisory Group, LLC12,897$2.2M0.48%013F-HRTimeline
FMR LLCin group FMR LLC12,765$2.18M<0.01%-19213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,173$2.1M<0.01%-1,46413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,688$1.99M<0.01%-15,56613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,574$1.97M<0.01%-21313F-HRTimelineGroup
Bison Wealth, LLC12,074$1.94M0.22%new13F-HRTimeline
WIN ADVISORS, INC11,217$1.91M0.81%-18213F-HRTimeline
Forefront Wealth Partners, LLC10,738$1.83M0.87%+1,11713F-HRTimeline
PATTEN & PATTEN INC/TN9,909$1.69M0.1%013F-HRTimeline
MONEYWISE, INC.8,425$1.44M0.6%new13F-HRTimeline
Avior Wealth Management, LLC8,223$1.4M0.04%-21213F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…7,968$1.36M0.09%-18213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,936$1.35M0.02%-81913F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC7,673$1.31M0.1%+79213F-HRTimeline
Private Advisor Group, LLC7,667$1.31M0.01%+40713F-HRTimeline
CWM, LLCin group CWM, LLC7,188$1.23M<0.01%+45313F-HRTimelineGroup
Procyon Advisors, LLC7,127$1.22M0.06%-3413F-HRTimeline
Asset Allocation Strategies LLC6,295$1.07M0.2%-49613F-HRTimeline
Expressive Wealth LLC6,155$1.05M1.13%13F-HRTimeline
McAdam, LLC6,151$1.05M0.05%-1,19813F-HRTimeline
Aureus Asset Management, LLC6,000$1.02M0.07%013F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC5,953$1.02M0.94%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,884$1M<0.01%+3,68013F-HRTimelineGroup
Vise Technologies, Inc.5,554$948K0.02%new13F-HRTimeline
Summit Financial, LLC5,549$947K0.01%-7513F-HRTimeline
MAI Capital Management5,501$939K0.01%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,268$899K0.06%-15113F-HRTimeline
Farther Finance Advisors, LLC5,248$895K0.01%+5,20313F-HRTimeline
PKS Advisory Services, LLC4,748$810K0.18%+9513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,561$778K0.04%-21113F-HRTimeline
Forum Private Client Group LLC4,485$765K0.26%-7213F-HRTimeline
Breakwater Capital Group4,374$746K0.1%+84413F-HRTimeline
Stokes Family Office, LLC4,330$739K0.07%new13F-HRTimeline
Stone Wealth Partners4,299$734K0.65%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,187$714K<0.01%-7713F-HRTimelineGroup
Clear Creek Financial Management, LLC3,932$671K0.05%-5213F-HRTimeline
MONECO ADVISORS, LLC3,930$671K0.05%+113F-HRTimeline
Efficient Advisors, LLC3,686$629K0.04%-8213F-HR/ATimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,575$610K0.18%-3113F-HRTimeline
Anchor Investment Management, LLC3,519$600K0.05%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,352$572K0.01%+1513F-HRTimelineGroup
NFSG Corp3,343$570K0.09%-1213F-HRTimeline
Sanctuary Advisors, LLC3,247$554K<0.01%-15713F-HRTimeline
AFT, FORSYTH & COMPANY, INC.3,159$539K0.23%+113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,156$539K<0.01%+1,35513F-HRTimeline
CENTAURUS FINANCIAL, INC.3,067$523K0.02%+10513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,054$521K<0.01%+19313F-HRTimelineGroup
Investors Research Corp3,036$518K0.09%+28613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,000$512K<0.01%+1,35313F-HR/ATimelineGroup
Stronghold Wealth Management L.L.C.2,959$505K0.75%13F-HRTimeline
Geneos Wealth Management Inc.2,790$476K0.01%-10913F-HRTimeline
Ethos Financial Group, LLC2,745$468K0.03%+113F-HRTimeline
DAVENPORT & Co LLC2,695$460K<0.01%+7813F-HRTimeline
GTS SECURITIES LLC2,550$435K0.01%+1,04513F-HRTimeline
Jackson Wealth Management, LLC2,535$433K0.04%+11913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,537$433K0.03%+61813F-HRTimeline
Andina Capital Management, LLC2,529$432K0.26%+1113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management2,500$427K0.06%013F-HRTimelineGroup
Secure Asset Management, LLC2,468$421K0.07%+25813F-HRTimeline
Gladstone Institutional Advisory LLC2,447$418K0.02%+51013F-HRTimeline
Michels Family Financial, LLC2,337$399K0.29%-313F-HRTimeline
Kendall Capital Management2,290$391K0.08%+30013F-HRTimeline
Resolute Advisors LLC2,267$387K0.13%+613F-HRTimeline
Bouchey Financial Group, Ltd.2,229$380K0.03%-2613F-HRTimeline
J.W. COLE ADVISORS, INC.2,213$378K0.01%+213F-HRTimeline
Arbor Wealth Management LLC\AZ2,142$366K0.28%13F-HRTimeline
GenWealth Group, Inc.2,004$346K0.06%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,000$341K0.04%-38013F-HRTimeline
Capital Investment Advisory Services, L…2,000$341K0.02%013F-HRTimeline
Cornerstone Wealth Management, LLC1,805$308K0.02%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY1,732$299K0.06%-1,25013F-HRTimeline
Orin Green Financial, LLC1,750$299K0.12%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,707$291K<0.01%013F-HRTimeline
Yanni & Associates Investment Advisors,…1,676$286K0.29%13F-HRTimeline
NWF Advisory Services Inc.1,656$283K0.03%-15913F-HRTimeline
Octavia Wealth Advisors, LLC1,496$255K0.02%-5313F-HRTimeline
NTV Asset Management LLC1,487$254K0.03%-15613F-HRTimeline
Crumly & Associates Inc.1,466$250K0.05%013F-HRTimeline
TruWealth Advisors, LLC1,453$248K0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC1,354$231K0.16%-28713F-HRTimeline
Steward Partners Investment Advisory, L…1,314$224K<0.01%-7913F-HRTimeline
Orion Porfolio Solutions, LLC1,264$216K<0.01%-2413F-HRTimeline
Kelly Financial Services LLC1,224$209K0.05%new13F-HRTimeline
Iowa State Bank1,222$209K0.04%013F-HRTimeline
Orca Investment Management, LLC1,214$207K0.16%-3013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,177$201K0.07%new13F-HRTimeline
COMERICA BANK1,175$200K<0.01%+21413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,000$171K<0.01%013F-HR/ATimelineGroup
HOWE & RUSLING INC919$157K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd912$156K<0.01%+27513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP776$132K<0.01%+22513F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB767$131K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC718$123K<0.01%-2,96513F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…683$117K0.08%+113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources680$116K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC654$112K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.646$110K<0.01%013F-HRTimeline
UMB Bank, n.a.640$109K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pinnacle Bancorp, Inc.537$91.6K0.03%013F-HRTimeline
First Pacific Financial531$90.5K0.01%-5113F-HRTimeline
AdvisorNet Financial, Inc508$86.7K<0.01%-2813F-HRTimeline
PRIVATE TRUST CO NA480$81.9K0.01%013F-HRTimeline
Covestor Ltd413$71K0.04%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.397$67.7K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC364$62.1K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp336$57.3K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc319$54.4K<0.01%-3813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\292$49.8K<0.01%013F-HRTimelineGroup
Allworth Financial LP282$48.1K<0.01%+113F-HRTimeline
AE Wealth Management LLC244$41.6K<0.01%013F-HRTimeline
NewEdge Advisors, LLC230$39.2K<0.01%-16413F-HRTimeline
Garton & Associates Financial Advisors …194$33.1K0.02%13F-HRTimeline
Federation des caisses Desjardins du Qu…173$29.5K<0.01%-2713F-HRTimeline
ESL Trust Services, LLC161$27.5K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC150$25.6K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL140$23.9K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.140$23.9K0.02%013F-HRTimeline
Godfrey Financial Associates, Inc.140$23.9K0.02%13F-HRTimeline
Costello Asset Management, INC131$22.3K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/127$21.8K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC123$21K<0.01%013F-HRTimeline