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Disclosery

IWY ISHARES TR

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RUS TP200 GR ETF (fund)

667 managers (681 13F filers) reported a position in IWY shares at 2026-06-30, 44,406,006 shares in all. 74 filers opened a position and 32 filers sold out during the quarter.

Managers
667
13F filers
681
New
74
Added
226
Reduced
241
Sold out
32
Shares held by filers
44,406,006

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
TIAAgroup of 4 filers holding4,979,490$1.45B-302,357Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,034,198$1.17B-1,180,703Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,526,143$1.02B0.21%-15,71813F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO3,425,577$996M14.89%-1,097,07913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,371,795$980M0.06%+14,42113F-HRTimelineGroup
LPL Financial LLC2,348,860$683M0.15%-38,79513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,353,744$393M0.02%-78213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC992,209$288M0.3%-401,79013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC828,066$241M0.3%-88,67313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN773,855$225M0.04%+35,40913F-HRTimelineGroup
AE Wealth Management LLC684,496$199M0.93%+25,63113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.622,017$181M0.21%+53,97813F-HRTimelineGroup
Boulay Financial Advisors, LLC617,030$179M16.6%+6,94913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC593,910$173M0.05%+30,97313F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp560,723$163M2.72%+61,20913F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC453,284$132M13.84%-9,31413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP443,280$129M0.15%-16,58113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding428,217$124M-2,431Timeline
MML INVESTORS SERVICES, LLC410,157$119M0.24%+15,87813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC402,312$117M0.42%-23,95613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding394,871$115M+137,611Timeline
Cetera Investment Advisers382,891$111M0.1%+9,05213F-HRTimeline
Wilmington Savings Fund Society, FSB360,678$105M2.34%-12,03413F-HRTimeline
Cambridge Investment Research Advisors,…352,122$102M0.23%-7,68213F-HR/ATimeline
DAVENPORT & Co LLC310,652$90.3M0.46%+88,75313F-HRTimeline
First Citizens Asset Management, Inc.296,224$86.1M27.51%-6,59613F-HRTimeline
SVB WEALTH LLC294,116$85.5M5.39%+21,68513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA270,034$78.5M0.01%+6,09513F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC255,752$74.3M3.24%-3,01713F-HRTimeline
Prosperity Consulting Group, LLC246,540$71.6M2.71%-45,52813F-HRTimeline
Portfolio Strategies, Inc.227,020$66M6.47%-21,45013F-HRTimeline
SOA Wealth Advisors, LLC.208,928$60.7M10.22%+1,98013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP216,668$60.3M0.02%+29,95613F-HRTimelineGroup
Intelligence Driven Advisers, LLC205,851$59.8M9.71%+7713F-HRTimeline
Wharton Business Group, LLC203,184$59M1.97%+1,81513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.200,440$58.3M0.79%+8,88613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kingdom Financial Group LLC.181,309$52.7M13.46%+13,04813F-HRTimeline
Perennial Investment Advisors, LLC175,672$51.1M3.41%+7,44713F-HRTimeline
NewEdge Advisors, LLC172,484$50.1M0.15%-7,70613F-HRTimeline
Global Retirement Partners, LLC172,371$50.1M0.77%13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding163,167$47.4M+77,403Timeline
Private Advisor Group, LLC152,777$44.4M0.2%+102,03913F-HRTimeline
MONECO ADVISORS, LLC149,208$43.4M2.65%-1,07113F-HRTimeline
Aspire Capital Advisors LLC144,097$41.9M8.15%-1,13713F-HRTimeline
LifeWealth Investments, LLC140,725$40.9M10.93%+8,40313F-HRTimeline
One Capital Management, LLC162,986$40.6M1.13%013F-HRTimeline
ProVise Management Group, LLC137,347$39.9M2.68%+4,31513F-HRTimeline
Sterling Capital Management LLC134,720$39.2M0.66%-4,57513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC134,581$39.1M0.51%-15,94113F-HRTimeline
Richard P Slaughter Associates Inc132,048$38.4M7.61%-10,46313F-HRTimeline
Waverly Advisors, LLC127,577$37.1M0.22%+14,22413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…123,419$35.9M0.02%+9,41213F-HRTimelineGroup
Compton Wealth Advisory Group, LLC117,409$33.8M6.82%-1,45313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management115,100$33.5M0.34%+10,21713F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC114,885$33.4M12.52%+3,02313F-HRTimeline
HighTower Advisors, LLC114,671$33.3M0.03%-10,65813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO103,600$29.6M<0.01%+2,04113F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC99,554$28.9M1.95%+4,09113F-HRTimeline
Merit Financial Group, LLC97,027$28.2M0.18%-2,53213F-HR/ATimeline
Forum Private Client Group LLC90,802$26.4M7.85%+3,02113F-HRTimeline
JSF Financial, LLC90,402$26.3M4.23%+11,54113F-HRTimeline
Performance Wealth Partners, LLC89,705$26.1M0.65%+11,44113F-HRTimeline
Valmark Advisers, Inc.87,978$25.6M0.27%-17,95613F-HRTimeline
Fischer Financial Services, Inc.85,786$24.9M6.26%+54213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding84,504$24.6M+11,069Timeline
Investors Research Corp81,693$23.7M4.25%-85513F-HRTimeline
RTD Financial Advisors, Inc.80,599$23.4M2.55%+2,80613F-HRTimeline
Arkadios Wealth Advisors77,729$22.6M0.35%+5913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp76,279$22.2M0.07%-8,53713F-HRTimelineGroup
Montgomery Financial Services LLC74,091$21.5M18.72%13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding73,026$21.2M+49Timeline
Key Capital Management, INC71,128$20.7M10.64%+16,96613F-HRTimeline
Hidden Cove Wealth Management, LLC69,390$20.2M11.11%+2,89413F-HRTimeline
Horst & Graben Wealth Management LLC69,778$20.1M2.64%+10,95413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC67,480$19.6M<0.01%+49,04713F-HRTimelineGroup
Simplicity Wealth,LLC65,838$19.1M0.65%+1,70013F-HRTimeline
Certified Advisory Corp65,757$19.1M1.54%+34813F-HRTimeline
Family Capital Management, Inc.64,584$18.8M7.28%+59113F-HRTimeline
Equity Wealth Partners, LLC64,297$18.7M6.72%+4,50313F-HRTimeline
Stonebridge Financial Planning Group, L…60,541$17.6M5.6%+64513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC59,933$17.4M0.84%-44413F-HRTimeline
Atwater Malick LLC59,374$17.3M3.76%+3,39913F-HRTimeline
Sculati Wealth Management, LLC60,965$17M5.68%+2,47413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…55,322$16.1M0.09%+1,39113F-HRTimelineGroup
Asset Allocation Strategies LLC54,215$15.8M2.43%+3,63913F-HRTimeline
Cosner Financial Group, LLC53,468$15.5M7.98%+1,42213F-HRTimeline
Prime Capital Investment Advisors, LLC51,573$15M0.15%+44313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.50,483$14.7M0.09%-6,34813F-HRTimelineGroup
Elevation Capital Advisory, LLC49,647$14.4M5.57%+33,66713F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC49,417$14.4M0.01%-7,57713F-HRTimelineGroup
McAdam, LLC49,227$14.3M0.55%-4,02413F-HRTimeline
Bluesphere Advisors LLC48,040$14M4.31%-2,80813F-HRTimeline
CGC Financial Services, LLC47,947$13.9M3.13%+9,69513F-HRTimeline
Meridian Financial Partners LLC43,243$12.5M4.27%+1,63613F-HRTimeline
Bond & Devick Financial Network, Inc.42,216$12.3M3.02%+1,20713F-HRTimeline
Cornerstone Wealth, LLC/TN42,197$12.2M6.18%+14,62313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.41,456$12M0.02%+2,33713F-HRTimelineGroup
Argent Trust Co41,375$12M0.35%-2,63013F-HRTimeline
YANKCOM Partnership41,218$12M4.3%+3,52313F-HRTimeline
IAG Wealth Partners, LLC40,968$11.9M1.18%-1,41513F-HRTimeline
Wellington Grp LLC40,802$11.9M3.14%+3,08513F-HR/ATimeline
Crumly & Associates Inc.40,226$11.7M2.24%-78213F-HRTimeline
Benchmark Financial Wealth Advisors, LLC39,277$11.4M2.82%-1,59513F-HRTimeline
Sanctuary Advisors, LLC39,054$11.3M0.05%-88413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,483$10.6M0.01%new13F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC35,042$10.2M0.66%+1,38713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…35,016$10.2M0.21%+31,22913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …34,206$9.94M0.19%-54613F-HRTimelineGroup
Sunrise Financial Services, LLC33,346$9.69M5.76%+1,94713F-HRTimeline
Family Manage LLC32,971$9.58M1.01%-1,45213F-HRTimeline
Burns Matteson Capital Management, LLC32,859$9.55M3.03%-76413F-HRTimeline
FMR LLCin group FMR LLC32,686$9.5M<0.01%+68313F-HRTimelineGroup
Trivium Point Advisory, LLC32,199$9.36M0.85%+20,92813F-HRTimeline
MATTERS CAPITAL LLC31,688$9.21M6.44%+313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…31,289$9.09M0.01%-9,87513F-HRTimelineGroup
Oak Harvest Investment Services31,172$9.06M0.85%-1,06613F-HRTimeline
Processus Wealth & Capital Management, …30,982$9M5.33%-92013F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC30,927$8.99M0.14%new13F-HRTimeline
Providence Financial Advisors, LLC30,416$8.84M5.03%+2,67013F-HRTimeline
Veridan Wealth LLC29,791$8.66M3.02%+11213F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.29,496$8.57M2.11%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC29,392$8.54M0.6%+113F-HRTimeline
Capital Asset Advisory Services LLC28,440$8.27M0.3%-62313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,318$8.23M0.01%+1,18013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.27,724$8.06M<0.01%new13F-HRTimelineGroup
Everest Financial Group LLC27,633$8.03M1.09%-1313F-HRTimeline
Fiduciary Group, LLC27,323$7.94M0.62%+84613F-HRTimeline
626 Financial, LLC27,291$7.93M3.1%-4,35513F-HRTimeline
Compound Planning, Inc.25,823$7.5M0.2%+2,36513F-HRTimeline
Janney Montgomery Scott LLC25,656$7.46M0.01%+66813F-HRTimeline
FORONJY FINANCIAL LLC25,094$7.29M2.68%-3,20913F-HRTimeline
IFP Advisors, Inc24,854$7.22M0.13%-62713F-HRTimeline
Perigon Wealth Management, LLC23,285$6.77M0.11%-46413F-HRTimeline
Symphony Financial Services, Inc.23,021$6.69M3.01%+1,25013F-HRTimeline
Creative Planningin group Creative Planning22,952$6.67M<0.01%+2,72513F-HRTimelineGroup
Financial Partners Group, Inc22,890$6.65M0.68%-11213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\22,269$6.47M0.01%+1,51213F-HRTimelineGroup
PFG Investments, LLC22,270$6.47M0.25%+2,59013F-HRTimeline
Waldron Private Wealth LLC22,078$6.42M0.22%-8313F-HRTimeline
Future Financial Wealth Managment LLC22,502$6.23M3.89%-12113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…20,804$6.05M0.07%+46913F-HRTimelineGroup
Farther Finance Advisors, LLC20,757$6.03M0.05%+7,37913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…20,723$6.02M0.01%-86,72713F-HRTimelineGroup
Summit Trail Advisors, LLC20,691$6.01M0.08%013F-HRTimeline
Berger Financial Group, Inc20,505$5.96M0.3%-1,53513F-HRTimeline
Mezzasalma Advisors, LLC32,471$5.82M1.17%+1,95513F-HRTimeline
Milestone Investment Advisors LLC19,964$5.8M1.25%-1,38413F-HRTimeline
HARBOUR INVESTMENTS, INC.18,919$5.5M0.07%-2,87813F-HRTimeline
Kovack Advisors, Inc.18,877$5.49M0.26%-18,98913F-HRTimeline
Summit Financial, LLC18,865$5.48M0.06%+15913F-HRTimeline
GRANVILLE CAPITAL, INC.18,651$5.42M2.42%013F-HRTimeline
Samalin Investment Counsel, LLC18,598$5.41M1.73%-2113F-HRTimeline
VestGen Advisors, LLC18,585$5.4M0.16%-1,50613F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.18,518$5.38M0.01%-8713F-HRTimelineGroup
Kingsview Wealth Management, LLC18,307$5.32M0.06%+6213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,076$5.25M0.04%+16,47213F-HRTimelineGroup
Onyx Bridge Wealth Group LLC17,437$5.07M0.46%+3,78213F-HRTimeline
HRT FINANCIAL LP17,394$5.05M0.01%+6,87813F-HRTimeline
PCM Encore, LLC17,293$5.03M0.88%-2,68913F-HRTimeline
AssuredPartners Investment Advisors, LLC17,214$5M0.48%+7,69113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC17,055$4.96M1.5%-21513F-HRTimelineGroup
Cyndeo Wealth Partners, LLC16,869$4.9M0.23%-50013F-HRTimeline
FWG Investments, LLC.16,809$4.88M2.58%-25813F-HRTimeline
NWAM LLC16,681$4.85M0.24%-14113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC16,519$4.8M0.07%+1,44613F-HRTimelineGroup
Nova Wealth Management, Inc.16,098$4.68M2.58%-89113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC16,081$4.67M0.27%-15313F-HRTimeline
RFG Advisory, LLC15,889$4.62M0.07%-7,97213F-HRTimeline
Betterment LLC15,810$4.59M0.01%-4,04713F-HRTimeline
Carolina Wealth Management Inc15,714$4.57M2.1%13F-HRTimeline
Avior Wealth Management, LLC15,380$4.47M0.12%-49313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,097$4.39M0.01%-9,96913F-HRTimeline
Concorde Asset Management, LLC15,043$4.37M2.53%-1,14913F-HRTimeline
Quest 10 Wealth Builders, Inc.14,731$4.28M3.33%+1,24613F-HRTimeline
Cooper Financial Group14,671$4.26M0.35%+59313F-HRTimeline
Sovran Advisors, LLC15,591$4.24M0.32%+14013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,527$4.22M0.01%-1,22513F-HRTimelineGroup
OneDigital Investment Advisors LLC14,380$4.18M0.04%+3,28713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding14,365$4.17M+860Timeline
KELLY FINANCIAL GROUP LLC13,985$4.06M0.9%-22113F-HRTimeline
Financial Freedom, LLC13,821$4.02M1.84%-22013F-HRTimeline
Steward Partners Investment Advisory, L…13,733$3.99M0.02%+2,28813F-HRTimeline
MGO ONE SEVEN LLC13,724$3.99M0.07%-36013F-HRTimeline
WCG Wealth Advisors LLC13,620$3.96M0.09%+2,08813F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC13,708$3.94M0.13%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,490$3.92M<0.01%-73613F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC13,437$3.91M0.66%+30613F-HRTimeline
Visionary Wealth Advisors13,338$3.88M0.15%+11413F-HRTimeline
Stokes Capital Advisors, LLC13,264$3.85M0.83%-49913F-HRTimeline
Global Wealth Management Investment Adv…12,808$3.72M0.53%-10413F-HRTimeline
LaSalle St. Investment Advisors, LLC12,706$3.69M0.45%+6613F-HRTimeline
Keel Point, LLC12,493$3.63M0.21%-10613F-HRTimeline
Benchmark Financial, LLC12,364$3.59M2.93%+19913F-HRTimeline
Belpointe Asset Management LLC12,281$3.57M0.12%-2,16413F-HRTimeline
Empire Life Investments Inc.12,197$3.54M0.2%-11,28813F-HRTimeline
Advyzon Investment Management, LLC12,163$3.53M0.26%+1,00313F-HRTimeline
Vantus Wealth LLC12,074$3.51M1.88%13F-HRTimeline
OxenFree Capital LLC11,840$3.36M1.54%-70913F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV11,515$3.35M2.46%+11513F-HRTimeline
Fortis Capital Advisors, LLC11,501$3.34M0.38%-2,94413F-HRTimeline