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Disclosery

IWL ISHARES TR

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RUS TOP 200 ETF (fund)

222 managers (227 13F filers) reported a position in IWL shares at 2026-03-31, 8,624,418 shares in all. 27 filers opened a position and 20 filers sold out during the quarter.

Managers
222
13F filers
227
New
27
Added
70
Reduced
77
Sold out
20
Shares held by filers
8,624,418

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY699,949$112M0.01%-28,74813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/633,514$102M0.01%-50,93313F-HRTimelineGroup
Gilbert & Cook, Inc.516,367$82.9M10.7%+7,10813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP498,861$80.1M6.38%-72,28213F-HRTimelineGroup
Richmond Investment Services, LLC409,892$65.8M10.63%+13,45613F-HRTimeline
LPL Financial LLC377,756$60.6M0.02%+94,18913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC371,412$59.6M0.23%-10,95813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC353,515$56.8M0.01%-13,40813F-HR/ATimelineGroup
COMMERCE BANKin group COMMERCE BANK353,487$56.7M0.27%+179,88013F-HRTimelineGroup
FreeGulliver LLC215,824$34.6M14.6%-3,43113F-HRTimeline
Reliant Wealth Planning206,913$33.2M10.04%+7,77013F-HRTimeline
Heck Capital Advisors, LLC204,621$32.8M2.44%013F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV182,040$29.2M10.83%+4,04813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO183,116$28.6M<0.01%+27,08913F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA155,762$25M<0.01%+22,36713F-HRTimelineGroup
Prescott Group Capital Management, L.L.…134,450$21.6M2.15%013F-HRTimeline
George Kaiser Family Foundation134,450$21.6M2.44%013F-HRTimeline
Cambridge Investment Research Advisors,…128,885$20.7M0.05%+5,45313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC127,037$20.4M0.03%+27,48713F-HRTimeline
MANCHESTER FINANCIAL INC119,611$19.2M3.68%+1,12013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.98,015$16.7M0.11%-4,19913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.89,771$14.4M0.02%+37,64313F-HRTimelineGroup
Annex Advisory Services, LLC74,071$11.9M0.22%-1,73813F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…72,924$11.7M1.87%-51613F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC72,707$11.7M5.51%+27213F-HRTimeline
UBS Group AGgroup of 2 filers holding70,812$11.4M+2,412Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding70,605$11.3M+3,284Timeline
HighTower Advisors, LLC68,402$11M0.01%-66113F-HRTimeline
Composition Wealth, LLC66,330$10.7M0.15%-15,67813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP64,000$10.3M0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN59,028$9.47M<0.01%+58813F-HR/ATimelineGroup
McKinley Carter Wealth Services, Inc.57,791$9.27M0.54%-71,47013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO56,693$9.1M0.19%+36513F-HRTimeline
Creative Planningin group Creative Planning54,616$8.76M0.01%+36,72713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,205$8.38M0.01%+46,32113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.50,794$8.15M0.09%-1,50613F-HRTimelineGroup
Capital Developers, LLC50,010$8.03M7.23%-49113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,717$7.82M0.01%+37,02913F-HRTimelineGroup
Merit Financial Group, LLC41,250$6.62M0.05%-24313F-HRTimeline
Integrated Wealth Concepts LLC41,008$6.58M0.05%+2,89913F-HRTimeline
Nicollet Investment Management, Inc.40,299$6.47M2.22%-7,33313F-HRTimeline
ShoreHaven Wealth Partners, LLC39,211$6.29M2.26%+90113F-HRTimeline
Veridan Wealth LLC36,558$5.87M2.21%+29913F-HRTimeline
Cetera Investment Advisers36,383$5.84M0.01%+1,11513F-HRTimeline
SageView Advisory Group, LLC36,014$5.78M0.21%-1,08513F-HRTimeline
Strategic Equity Management34,978$5.61M2.11%-2,17813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding34,223$5.49M-797Timeline
Holos Integrated Wealth LLC32,922$5.36M2.71%-2,71913F-HRTimeline
Waverly Advisors, LLC33,336$5.35M0.04%+1,94213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC33,124$5.32M0.32%+7,59513F-HRTimeline
FIRST AMERICAN TRUST, FSB33,094$5.31M0.36%+1,33213F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC32,460$5.21M0.01%-9,17313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,801$4.78M<0.01%+6,86113F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC29,110$4.67M0.25%-14213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,356$4.55M<0.01%-27,31213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding28,137$4.52M+7,445Timeline
Valmark Advisers, Inc.26,881$4.31M0.05%-83213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…26,758$4.29M0.08%+84213F-HRTimelineGroup
Cresset Asset Management, LLC24,731$3.97M0.02%013F-HRTimeline
Wealthfront Advisers LLC22,174$3.56M0.01%+3,03313F-HRTimeline
Grant Street Asset Management, Inc.22,017$3.53M0.68%-36513F-HRTimeline
Winter & Associates, Inc.20,075$3.27M2.86%+6,73113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV20,297$3.26M0.2%-51013F-HRTimeline
Noble Family Wealth, LLC20,015$3.21M0.66%-1,99213F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,829$3.18M<0.01%-33813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC19,584$3.14M0.08%+1,23413F-HRTimelineGroup
SOA Wealth Advisors, LLC.18,789$3.02M0.57%-28913F-HRTimeline
Mariner, LLCin group Mariner, LLC18,173$2.92M<0.01%-17913F-HRTimelineGroup
Mason & Associates, LLC17,863$2.87M0.66%-20213F-HRTimeline
CWM, LLCin group CWM, LLC16,848$2.7M0.01%+9,66013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV15,171$2.43M<0.01%+4613F-HRTimeline
Legacy Advisory Services, LLC14,626$2.35M1.79%+33113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.14,612$2.34M0.1%-1213F-HRTimeline
MONEYWISE, INC.14,480$2.32M1.01%+6,05513F-HRTimeline
Boyd Wealth Management, LLC14,081$2.26M0.96%-1213F-HRTimeline
Bison Wealth, LLC12,074$2.23M0.22%013F-HRTimeline
Family Capital Management, Inc.13,819$2.22M0.99%-89613F-HRTimeline
FMR LLCin group FMR LLC13,477$2.16M<0.01%+71213F-HRTimelineGroup
Forefront Wealth Partners, LLC13,032$2.09M0.88%+2,29413F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC12,894$2.07M1.65%-2,65613F-HRTimeline
Compton Wealth Advisory Group, LLC12,672$2.05M0.46%-22513F-HRTimeline
MML INVESTORS SERVICES, LLC12,587$2.02M0.01%-62313F-HRTimeline
GeoWealth Management, LLC12,452$2M0.07%-1,44013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,376$1.83M<0.01%-19813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,142$1.64M<0.01%-2,03113F-HRTimeline
PATTEN & PATTEN INC/TN9,909$1.59M0.1%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,795$1.57M+1,827Timeline
SILVER OAK SECURITIES, INCORPORATED9,721$1.56M0.11%-3,24713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,381$1.51M0.07%+4,82013F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC8,572$1.38M1.27%+2,61913F-HRTimeline
GTS SECURITIES LLC8,340$1.34M0.05%+5,79013F-HRTimeline
Avior Wealth Management, LLC7,943$1.27M0.04%-28013F-HRTimeline
COZAD ASSET MANAGEMENT INC7,842$1.26M0.1%+16913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,538$1.21M0.02%-39813F-HRTimelineGroup
Private Advisor Group, LLC7,477$1.2M0.01%-19013F-HRTimeline
Summit Trail Advisors, LLC7,310$1.17M0.02%new13F-HRTimeline
Procyon Advisors, LLC7,037$1.13M0.06%-9013F-HRTimeline
Keystone Financial Group6,258$1M0.07%new13F-HRTimeline
Aureus Asset Management, LLC6,000$963K0.06%013F-HRTimeline
Asset Allocation Strategies LLC5,955$956K0.17%-34013F-HRTimeline
Vise Technologies, Inc.5,554$948K0.02%013F-HRTimeline
McAdam, LLC5,566$893K0.04%-58513F-HRTimeline
MAI Capital Management5,527$887K0.01%+2613F-HRTimeline
Summit Financial, LLC5,344$858K0.01%-20513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,269$846K0.06%+113F-HRTimeline
Breakwater Capital Group5,071$814K0.11%+69713F-HRTimeline
Farther Finance Advisors, LLC4,958$802K0.01%-29013F-HRTimeline
PKS Advisory Services, LLC4,509$724K0.17%-23913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,446$714K<0.01%+4,04913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,358$699K0.01%+1,00613F-HRTimelineGroup
Forum Private Client Group LLC4,349$698K0.23%-13613F-HRTimeline
Stokes Family Office, LLC4,330$695K0.07%013F-HRTimeline
Stone Wealth Partners4,299$690K0.62%013F-HRTimeline
FLOW TRADERS U.S. LLC4,203$674K0.02%new13F-HRTimeline
Perissos Private Wealth Management, LLC4,078$654K0.57%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,019$645K<0.01%-16813F-HRTimelineGroup
MONECO ADVISORS, LLC3,930$631K0.05%013F-HRTimeline
Efficient Advisors, LLC3,881$623K0.04%+19513F-HRTimeline
Gladstone Institutional Advisory LLC3,797$609K0.02%+1,35013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,690$592K0.03%+1,15313F-HRTimeline
Investors Research Corp3,499$561K0.11%+46313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,201$514K<0.01%+14713F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.3,159$507K0.24%013F-HRTimeline
NFSG Corp3,083$495K0.08%-26013F-HRTimeline
Clear Creek Financial Management, LLC3,073$493K0.04%-85913F-HRTimeline
Sanctuary Advisors, LLC3,012$483K<0.01%-23513F-HRTimeline
Stronghold Wealth Management L.L.C.2,939$472K0.71%-2013F-HRTimeline
DAVENPORT & Co LLC2,865$460K<0.01%+17013F-HRTimeline
Geneos Wealth Management Inc.2,790$448K0.01%013F-HRTimeline
Jackson Wealth Management, LLC2,692$432K0.04%+15713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,626$421K<0.01%-37413F-HRTimelineGroup
Secure Asset Management, LLC2,534$407K0.06%+6613F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management2,500$401K0.06%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.2,493$400K0.02%-57413F-HRTimeline
Bouchey Financial Group, Ltd.2,229$375K0.03%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,327$373K0.01%new13F-HRTimelineGroup
Michels Family Financial, LLC2,326$373K0.27%-1113F-HRTimeline
Ethos Financial Group, LLC2,278$366K0.03%-46713F-HRTimeline
Resolute Advisors LLC2,272$365K0.15%+513F-HRTimeline
Kendall Capital Management2,225$357K0.07%-6513F-HRTimeline
TSA Wealth Managment LLC2,163$347K0.11%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,144$344K<0.01%-1,01213F-HRTimeline
Envision Financial Transparency, LLC2,048$329K0.32%13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP2,006$322K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…2,000$321K0.02%013F-HRTimeline
GenWealth Group, Inc.1,998$321K0.05%-613F-HRTimeline
Arbor Wealth Management LLC\AZ1,913$307K0.3%-22913F-HRTimeline
CFS Investment Advisory Services, LLC1,730$305K0.02%new13F-HRTimeline
Expressive Wealth LLC1,647$300K0.29%-4,50813F-HRTimeline
Claro Advisors Inc.1,856$298K0.04%new13F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY1,735$294K0.06%+313F-HRTimeline
Cornerstone Wealth Management, LLC1,805$290K0.01%013F-HRTimeline
Kelly Financial Services LLC1,757$283K0.07%+53313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,707$274K<0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,700$273K0.01%-19,88513F-HRTimelineGroup
Orin Green Financial, LLC1,674$269K0.11%-7613F-HRTimeline
NWF Advisory Services Inc.1,636$263K0.03%-2013F-HRTimeline
Yanni & Associates Investment Advisors,…1,565$251K0.26%-11113F-HRTimeline
HRT FINANCIAL LP1,508$242K<0.01%new13F-HRTimeline
Octavia Wealth Advisors, LLC1,496$240K0.02%013F-HRTimeline
DIVERSIFIED TRUST CO1,484$238K<0.01%new13F-HRTimeline
Crumly & Associates Inc.1,466$235K0.05%013F-HRTimeline
TruWealth Advisors, LLC1,453$233K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,440$231K0.03%-56013F-HRTimeline
One Wealth Advisors, LLC1,427$229K0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,418$228K<0.01%+10413F-HRTimeline
Merkkuri Wealth Advisors LLC1,357$218K0.14%+313F-HRTimeline
Vann Equity Management LLC1,338$215K0.15%13F-HRTimeline
PAX Financial Group, LLC1,315$211K0.04%new13F-HRTimeline
Destiny Wealth Partners, LLC880$141K0.02%new13F-HRTimeline
IFP Advisors, Inc803$129K<0.01%+48413F-HRTimeline
MassMutual Private Wealth & Trust, FSB767$123K<0.01%013F-HRTimeline
Advisory Services Network, LLC716$115K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP711$111K<0.01%-6513F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…684$110K0.08%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.646$104K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC644$103K<0.01%-1013F-HRTimelineGroup
UMB Bank, n.a.640$103K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Qube Research & Technologies Ltd611$98.1K<0.01%-30113F-HRTimeline
Pinnacle Bancorp, Inc.537$86.2K0.03%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC537$86.1K<0.01%13F-HRTimelineGroup
First Pacific Financial532$85.3K0.01%+113F-HRTimeline
AdvisorNet Financial, Inc508$81.5K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA480$77K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC342$54.9K0.01%-2213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp336$53.9K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/313$50.3K<0.01%+24413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\292$46.9K<0.01%013F-HRTimelineGroup
Allworth Financial LP282$45.3K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC261$41.9K0.01%new13F-HRTimeline
AE Wealth Management LLC244$39.1K<0.01%013F-HRTimeline
NewEdge Advisors, LLC190$30.5K<0.01%-4013F-HR/ATimeline
Missouri Trust & Investment Co185$29.7K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…173$27.8K<0.01%013F-HRTimeline
ESL Trust Services, LLC161$25.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…150$24.1K<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC150$24.1K<0.01%013F-HRTimeline
GAMMA Investing LLC150$24.1K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL140$22.5K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.140$22.5K0.01%013F-HRTimeline