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Disclosery

IWY ISHARES TR

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RUS TP200 GR ETF (fund)

673 managers (687 13F filers) reported a position in IWY shares at 2026-06-30, 44,419,160 shares in all. 75 filers opened a position and 32 filers sold out during the quarter.

Managers
673
13F filers
687
New
75
Added
227
Reduced
241
Sold out
32
Shares held by filers
44,419,160

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
Advisory Services Network, LLC11,155$3.24M0.04%-9113F-HRTimeline
Spectrum Advisors, Inc.11,155$3.24M2.29%+313F-HRTimeline
BLAIR WILLIAM & CO/IL11,133$3.24M0.01%+2613F-HRTimeline
Valued Retirements, Inc.11,019$3.2M2.88%-1,14413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,962$3.19M0.05%+12113F-HRTimelineGroup
&PARTNERS10,931$3.18M0.01%+87213F-HRTimeline
B.O.S.S. Retirement Advisors, LLC10,873$3.16M0.85%-70313F-HRTimeline
Signal Advisors Wealth, LLC10,861$3.16M0.17%-55313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC10,483$3.05M0.02%-13413F-HRTimeline
Cresset Asset Management, LLC10,169$2.96M0.01%-6613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,160$2.95M<0.01%-11,12013F-HRTimeline
AdvisorNet Financial, Inc10,031$2.92M0.13%+8613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA9,933$2.89M0.01%-5913F-HRTimelineGroup
Inscription Capital, LLC9,930$2.89M0.26%+37313F-HRTimeline
WJ Wealth Management, LLC9,901$2.88M1.14%-7,93513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,719$2.82M0.05%+1,39213F-HRTimeline
Midwest Trust Co9,698$2.82M0.03%+1,29313F-HRTimeline
Fingerlakes Wealth Management, Inc.9,468$2.75M1.48%+1,01113F-HRTimeline
Independent Advisor Alliance9,435$2.74M0.06%-64,31213F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC9,121$2.65M0.02%-20,93713F-HRTimelineGroup
DOVER ADVISORS, LLC9,556$2.65M1.08%+97313F-HRTimeline
IEQ CAPITAL, LLC9,039$2.63M0.01%-6,37713F-HRTimeline
Bawa N Mallick Trust9,010$2.62M0.85%+1,01013F-HRTimeline
Focus Financial Network, Inc.8,973$2.61M0.08%+9713F-HRTimeline
Strategic Blueprint, LLC8,959$2.6M0.13%+3,48113F-HRTimeline
Whelan Financial8,957$2.6M0.71%-71513F-HRTimeline
SCS Capital Management LLC8,950$2.6M0.02%013F-HRTimeline
Ashton Thomas Private Wealth, LLC8,926$2.59M0.05%-2,39613F-HRTimeline
PRIVATE TRUST CO NA8,830$2.57M0.21%-32913F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC8,794$2.56M1.41%+16413F-HRTimeline
Mayflower Financial Advisors, LLC8,686$2.52M0.22%+1,70413F-HRTimeline
Waterloo Capital, L.P.8,686$2.52M0.14%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …8,613$2.5M0.02%+20213F-HRTimelineGroup
Mutual Advisors, LLC8,613$2.5M0.05%-7813F-HRTimeline
Venture Visionary Partners LLC8,554$2.49M0.07%-7713F-HRTimeline
MAI Capital Management8,542$2.48M0.01%+1,61413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,327$2.42M0.06%+7,58313F-HRTimelineGroup
Bouvel Investment Partners, LLC8,254$2.4M0.54%-13,34013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,142$2.37M<0.01%+83313F-HRTimeline
Lloyd Advisory Services, LLC.8,072$2.35M0.91%-160,18913F-HRTimeline
Western Wealth Management, LLC8,002$2.33M0.08%-83113F-HRTimeline
Dana Investment Advisors, Inc.7,909$2.3M0.06%-73813F-HRTimeline
FLP Wealth Management, LLC7,852$2.28M4.06%+99613F-HRTimeline
Arcadia Wealth Management, LLC7,693$2.24M0.7%-32913F-HRTimeline
Meridian Wealth Management, LLC7,683$2.23M0.07%+69413F-HRTimeline
Sovereign Financial Group, Inc.7,664$2.23M0.34%-4113F-HRTimeline
Post Resch Tallon Group Inc.7,613$2.21M1.53%-18013F-HRTimeline
Foundations Investment Advisors, LLC7,604$2.21M0.02%-2,66313F-HRTimeline
Patton Albertson Miller Group, LLC7,433$2.16M0.21%-4,47913F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,332$2.13M0.51%-2013F-HRTimeline
Prospera Financial Services Inc7,319$2.13M0.03%+2,98813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.7,236$2.1M0.08%-35413F-HRTimeline
Tactive Advisors, LLC7,112$2.07M0.51%+21713F-HRTimeline
Decker Retirement Planning Inc.7,029$2.04M0.7%-24813F-HRTimeline
J.W. COLE ADVISORS, INC.7,000$2.03M0.03%new13F-HRTimeline
Accurate Wealth Management, LLC6,956$2.02M0.19%+1,25513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,941$2.02M<0.01%+64113F-HRTimelineGroup
Mason & Associates, LLC6,933$2.01M0.42%+113F-HRTimeline
Caprock Group, LLC6,856$1.99M0.04%new13F-HRTimeline
Cornerstone Planning Group LLC6,993$1.98M0.25%+513F-HRTimeline
WBH ADVISORY INC6,733$1.96M0.13%+21013F-HRTimeline
New England Private Wealth Advisors LLC7,097$1.95M0.19%+513F-HRTimeline
Centennial Advisors, LLC6,686$1.94M2.32%-18813F-HRTimeline
Wick Capital Partners, LLC6,677$1.94M0.29%013F-HRTimeline
Integrated Wealth Concepts LLC6,616$1.92M0.01%+6013F-HR/ATimeline
SageView Advisory Group, LLC6,434$1.87M0.06%-3613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,916$1.72M0.02%-12,75513F-HRTimelineGroup
Savvy Advisors, Inc.5,816$1.69M0.04%-1313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,705$1.66M0.08%-2,73413F-HRTimeline
Sequoia Financial Advisors, LLC5,701$1.66M0.01%+32913F-HRTimeline
Tailwinds Wealth, LLC5,617$1.63M0.96%new13F-HRTimeline
Vise Technologies, Inc.5,565$1.62M0.02%+3,65513F-HRTimeline
SMART Wealth LLC5,515$1.6M0.35%-24313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,504$1.6M0.08%-7213F-HRTimeline
NewEdge Wealth, LLC5,308$1.54M0.02%+37113F-HRTimeline
PATTEN & PATTEN INC/TN5,221$1.52M0.08%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,057$1.47M0.01%+28813F-HRTimelineGroup
Wedmont Private Capital5,038$1.46M0.04%+113F-HRTimeline
Werba Rubin Papier Wealth Management5,016$1.46M0.18%+513F-HRTimeline
MBL Wealth, LLC5,000$1.45M0.1%013F-HRTimeline
IHT Wealth Management, LLC4,953$1.44M0.03%-36413F-HRTimeline
Allworth Financial LP4,920$1.43M0.01%+10113F-HRTimeline
Strategic Financial Concepts, LLC4,853$1.41M0.42%-2,03913F-HRTimeline
DAGCO, INC.4,828$1.4M0.26%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,786$1.39M0.08%-4,79313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,732$1.38M<0.01%-56713F-HRTimelineGroup
World Investment Advisors5,366$1.36M0.02%+1513F-HRTimeline
Legacy Edge Advisors, LLC4,670$1.36M0.12%-43013F-HR/ATimeline
Keating Financial Advisory Services, In…4,623$1.34M0.18%-14013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,613$1.34M<0.01%-69513F-HR/ATimeline
GeoWealth Management, LLC4,601$1.34M0.04%+25813F-HRTimeline
KERR FINANCIAL PLANNING Corp4,571$1.33M1.48%-3513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,522$1.31M<0.01%-15913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,490$1.3M<0.01%new13F-HR/ATimelineGroup
Savant Capital, LLCin group Savant Capital, LLC4,297$1.25M<0.01%013F-HRTimelineGroup
Pallas Capital Advisors LLC4,271$1.24M0.04%013F-HRTimeline
Stewardship Advisors, LLC4,243$1.23M0.26%+213F-HRTimeline
Geneos Wealth Management Inc.4,204$1.22M0.02%-16313F-HRTimeline
BCGM Wealth Management, LLC4,101$1.19M0.25%-1,17313F-HRTimeline
Ameliora Wealth Management Ltd.4,068$1.18M0.35%-13,17613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,024$1.17M<0.01%-6913F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,981$1.16M0.09%-50013F-HRTimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…4,199$1.15M0.86%-4,42713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC3,883$1.13M0.11%-77313F-HRTimeline
Seros Financial, LLC3,826$1.11M0.58%-31113F-HRTimeline
Round Rock Advisors LLC3,807$1.11M0.14%+6513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,796$1.1M<0.01%-24413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,747$1.09M0.02%-53313F-HRTimelineGroup
Sigma Planning Corp3,747$1.09M0.03%+8113F-HRTimeline
Confluence Wealth Services, Inc.3,682$1.07M0.03%+34013F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,666$1.07M0.09%+5613F-HRTimeline
Sugar Maple Asset Management, LLC3,665$1.06M0.69%-53413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,635$1.06M<0.01%013F-HRTimelineGroup
Truvestments Capital LLC3,630$1.05M0.16%-8313F-HRTimeline
Godshalk Welsh Capital Management, Inc.3,609$1.05M0.57%013F-HRTimeline
Redwood Financial Network Corp3,587$1.04M0.58%-7313F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,562$1.04M0.06%-16013F-HRTimeline
Optivise Advisory Services LLC3,515$1.02M0.52%+17813F-HRTimeline
FSA Advisors, Inc.3,480$1.01M0.46%+29113F-HR/ATimeline
HUB Investment Partners, LLC3,438$999K0.02%new13F-HRTimeline
Compass Financial Services Inc3,436$999K0.37%+113F-HRTimeline
FOCUSED ALPHA, LLC3,380$982K0.25%+1,22913F-HRTimeline
Quantinno Capital Management LP3,335$969K<0.01%-2113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC3,330$968K0.23%new13F-HRTimeline
Advisory Alpha, LLC3,313$963K0.02%+713F-HRTimeline
Vestmark Advisory Solutions, Inc.3,298$958K0.01%+1,02213F-HRTimeline
Prospect Financial Services LLC3,281$954K0.48%+7313F-HRTimeline
Clear Harbor Asset Management, LLC3,273$951K0.06%new13F-HRTimeline
Larson Financial Group LLC3,253$945K0.02%-3613F-HRTimeline
Golden State Wealth Management, LLC3,229$938K0.09%-1,97013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,229$938K0.02%013F-HRTimelineGroup
HBK Sorce Advisory LLC3,213$931K0.02%+27613F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV3,192$928K0.56%-18013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,176$923K0.05%+113F-HRTimelineGroup
Networth Advisors, LLC3,118$906K0.53%-15113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,081$895K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC3,057$888K0.16%+1,16613F-HRTimeline
Merkkuri Wealth Advisors LLC2,996$871K0.54%-38813F-HRTimeline
Founders Financial Alliance, LLC2,994$870K0.12%-5313F-HRTimeline
BALLAST ADVISORS LLC2,969$863K0.21%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,894$841K0.01%-27913F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC2,825$821K0.24%-5113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,810$817K<0.01%+11213F-HRTimelineGroup
TOWER BRIDGE ADVISORS2,800$814K0.07%-10013F-HRTimeline
Financial Engines Advisors L.L.C.2,795$812K<0.01%+23613F-HRTimeline
Wealthspire Advisors, LLC2,788$810K<0.01%+11813F-HRTimeline
Sowell Financial Services LLC2,785$809K0.03%+42013F-HRTimeline
Beacon Pointe Advisors, LLC2,770$805K<0.01%+1,10513F-HRTimeline
Darwin Wealth Management, LLC2,751$800K0.22%-11313F-HRTimeline
Triad Wealth Partners, LLC2,811$793K0.05%-5,70313F-HRTimeline
REAP Financial Group, LLC2,698$784K0.13%+113F-HRTimeline
Elm3 Financial Group, LLC2,660$773K0.53%-8413F-HRTimeline
Orgel Wealth Management, LLC2,635$766K0.01%new13F-HRTimeline
SIMA Wealth Partners, LLC2,634$765K0.54%013F-HRTimeline
Fortitude Family Office, LLC2,610$759K0.15%013F-HRTimeline
First Heartland Consultants, Inc.2,582$750K0.05%-18213F-HRTimeline
GenWealth Group, Inc.2,558$743K0.12%-49713F-HRTimeline
MONTAG A & ASSOCIATES INC2,536$737K0.03%-1213F-HRTimeline
J. M. Brown & Associates Inc.2,506$728K0.42%13F-HRTimeline
N.E.W. Advisory Services LLC2,500$727K0.05%+213F-HRTimeline
American Trust2,473$719K0.06%+3213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,457$714K<0.01%013F-HRTimelineGroup
ArchPoint Investors2,450$712K0.15%013F-HRTimeline
Trademark Financial Management, LLC2,437$708K0.29%+1,39613F-HRTimeline
DIVERSIFIED TRUST CO2,436$708K0.01%013F-HRTimeline
Yoder Wealth Management, Inc.2,411$701K0.27%013F-HRTimeline
Mueller Wealth, LLC2,409$700K0.48%-58613F-HRTimeline
Composition Wealth, LLC2,403$698K0.01%-36313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC2,362$686K0.06%+5213F-HRTimeline
AMG National Trust Bank2,355$684K0.01%-4013F-HRTimeline
Apella Capital, LLC2,403$682K0.01%-10113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,337$679K<0.01%+71213F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,327$676K0.02%+12513F-HRTimelineGroup
AlphaCore Capital LLC2,325$676K0.01%+41113F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,321$674K0.32%+213F-HRTimeline
CoreCap Advisors, LLC2,320$674K0.02%+14713F-HRTimeline
HRC WEALTH MANAGEMENT, LLC2,318$674K0.28%+213F-HRTimeline
Stronghold Wealth Management L.L.C.2,300$668K0.89%-8413F-HRTimeline
TCP Asset Management, LLC2,273$661K0.07%+4413F-HRTimeline
Parallel Advisors, LLC2,267$659K0.01%-49613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,201$640K0.02%-2813F-HRTimeline
Landing Point Financial Group, LLC2,194$638K0.22%-3,46813F-HRTimeline
Barnes Wealth Management Group, Inc2,171$631K0.29%+9813F-HRTimeline
PTM WEALTH MANAGEMENT, LLC2,290$629K0.28%-21213F-HRTimeline
EP Wealth Advisors, LLC2,162$628K<0.01%+33013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,152$626K0.01%-9013F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.2,139$622K0.18%+213F-HRTimeline
Revolve Wealth Partners, LLC2,126$618K0.06%013F-HRTimeline
MidAtlantic Capital Management, Inc.2,123$617K0.38%013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV2,090$607K0.23%+50913F-HRTimeline
Dynamic Advisor Solutions LLC2,049$595K0.02%-77813F-HRTimeline
Secure Asset Management, LLC2,018$587K0.08%-1,65713F-HRTimeline
Heritage Trust Co2,014$585K0.05%-413F-HRTimeline
Daviman Financial, LLC2,014$585K0.32%-1213F-HRTimeline
Beacon Financial Advisory LLC2,013$585K0.12%-1413F-HRTimeline
Orion Porfolio Solutions, LLC2,002$582K<0.01%-2,22113F-HRTimeline
SIMON QUICK ADVISORS, LLC2,001$581K0.02%new13F-HRTimeline
Capital Advisors Wealth Management, LLC1,996$580K0.07%013F-HRTimeline
Baltimore-Washington Financial Advisors…1,984$577K0.02%-6113F-HRTimeline
Alpha Financial Partners LLC1,960$570K0.3%+213F-HRTimeline