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Disclosery

IWY ISHARES TR

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RUS TP200 GR ETF (fund)

582 managers (589 13F filers) reported a position in IWY shares at 2024-12-31, 49,758,494 shares in all. 74 filers opened a position and 29 filers sold out during the quarter.

Managers
582
13F filers
589
New
74
Added
218
Reduced
160
Sold out
29
Shares held by filers
49,758,494

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Focus Partners Wealthgroup of 2 filers holding10,377$2.44M+3,582Timeline
CWM, LLCin group CWM, LLC10,022$2.36M0.01%+5,85813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,908$2.33M0.05%+313F-HRTimelineGroup
Arcadia Wealth Management, LLC9,784$2.3M1.16%-1,00413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,688$2.28M0.07%-1,29413F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,575$2.25M0.14%-49013F-HRTimelineGroup
Mutual Advisors, LLC9,575$2.24M0.06%+50313F-HRTimeline
Dana Investment Advisors, Inc.9,443$2.22M0.07%+23613F-HRTimeline
American Trust9,308$2.19M0.17%new13F-HRTimeline
Strategic Financial Concepts, LLC9,156$2.15M0.41%+7,88713F-HR/ATimeline
IHT Wealth Management, LLC9,041$2.13M0.07%+2,15813F-HRTimeline
Bawa N Mallick Trust9,006$2.12M0.93%13F-HRTimeline
NWAM LLC8,839$2.08M0.13%+59813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,723$2.05M0.07%+7,32613F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.8,665$2.04M0.1%013F-HRTimeline
Argent Trust Co8,589$2.02M0.08%+1,58013F-HRTimeline
&PARTNERS8,439$2.01M0.02%+3,41613F-HRTimeline
Optivise Advisory Services LLC8,442$1.99M1.07%-57413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC8,199$1.99M0.72%13F-HRTimeline
Venture Visionary Partners LLC8,317$1.96M0.08%+813F-HR/ATimeline
Mason & Associates, LLC8,254$1.94M0.58%-21713F-HRTimeline
Post Resch Tallon Group Inc.8,032$1.88M1.81%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,904$1.87M<0.01%+1,22613F-HRTimelineGroup
Savvy Advisors, Inc.7,860$1.85M0.22%new13F-HRTimeline
Western Wealth Management, LLC7,838$1.84M0.12%+22513F-HR/ATimeline
Kelly Financial Services LLC7,827$1.84M0.66%new13F-HR/ATimeline
Signal Advisors Wealth, LLC7,815$1.84M0.21%+64113F-HRTimeline
Meridian Wealth Management, LLC7,757$1.83M0.09%-35213F-HRTimeline
DOVER ADVISORS, LLC7,757$1.82M1.05%+26413F-HRTimeline
Cornerstone Planning Group LLC7,757$1.82M0.45%-2,08713F-HRTimeline
AdvisorNet Financial, Inc7,733$1.82M0.15%+15613F-HRTimeline
Peninsula Wealth, LLC7,650$1.8M0.31%-32113F-HRTimeline
Leo Wealth, LLC7,585$1.78M0.16%-28113F-HRTimeline
Sovereign Financial Group, Inc.7,572$1.78M0.41%+53613F-HRTimeline
SYNOVUS FINANCIAL CORP7,368$1.73M0.02%+33313F-HRTimeline
Whelan Financial7,314$1.72M0.68%013F-HRTimeline
New England Private Wealth Advisors LLC7,184$1.69M0.27%+813F-HRTimeline
FINANCIAL COUNSELORS INC7,127$1.68M0.02%+31613F-HRTimeline
Vantage Financial Partners, LLC7,095$1.67M0.42%+14713F-HRTimeline
SageView Advisory Group, LLC7,016$1.65M0.07%-4913F-HRTimeline
Focus Financial Network, Inc.6,885$1.62M0.06%+20413F-HRTimeline
Wick Capital Partners, LLC6,692$1.57M0.46%+1,96613F-HR/ATimeline
Integrated Wealth Concepts LLC6,581$1.55M0.02%+3,57713F-HRTimeline
Legacy Edge Advisors, LLC6,504$1.54M0.24%-1,42513F-HRTimeline
Avestar Capital, LLC6,536$1.54M0.14%013F-HRTimeline
New Century Financial Group, LLC6,327$1.51M0.64%+5,17113F-HRTimeline
Able Wealth Management LLC6,397$1.5M0.99%+5,07513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,116$1.44M0.02%-36013F-HRTimelineGroup
Valued Retirements, Inc.5,968$1.4M1.89%+4,30413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,405$1.4M<0.01%-2,89213F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,943$1.4M<0.01%-1,75013F-HR/ATimelineGroup
Arkadios Wealth Advisors5,925$1.39M0.08%+30213F-HRTimeline
Wedmont Private Capital5,860$1.36M0.07%+24913F-HRTimeline
BCGM Wealth Management, LLC5,693$1.34M0.42%-47313F-HRTimeline
Lord & Richards Wealth Management, LLC5,667$1.33M2.81%13F-HRTimeline
Coppell Advisory Solutions LLC5,518$1.31M0.18%-36113F-HRTimeline
PRIVATE TRUST CO NA5,328$1.25M0.13%-10313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,234$1.23M<0.01%+70013F-HRTimelineGroup
Fortitude Family Office, LLC5,220$1.23M0.44%new13F-HRTimeline
Lloyd Advisory Services, LLC.5,169$1.22M0.58%-7,80713F-HRTimeline
WBH ADVISORY INC5,141$1.21M0.11%+24913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,108$1.2M0.1%+59513F-HR/ATimeline
MBL Wealth, LLC5,110$1.2M0.12%013F-HRTimeline
J.W. COLE ADVISORS, INC.5,025$1.18M0.05%-6313F-HRTimeline
Werba Rubin Papier Wealth Management5,024$1.18M0.28%013F-HRTimeline
Sequoia Financial Advisors, LLC4,869$1.15M0.01%-62913F-HR/ATimeline
Dynamic Advisor Solutions LLC4,680$1.1M0.05%-1113F-HRTimeline
Tennessee Valley Asset Management Partn…4,648$1.09M0.18%+11713F-HRTimeline
Elm3 Financial Group, LLC4,611$1.08M0.93%13F-HRTimeline
Decker Retirement Planning Inc.4,602$1.08M0.63%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,579$1.08M<0.01%-3,33113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,564$1.07M<0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,526$1.06M+139Timeline
Allworth Financial LP4,372$1.06M0.01%-813F-HRTimeline
Janney Montgomery Scott LLC4,463$1.05M<0.01%+32113F-HRTimeline
Transce3nd, LLC4,419$1.04M0.35%13F-HRTimeline
Pallas Capital Advisors LLC4,271$1M0.04%013F-HRTimeline
REAP Financial Group, LLC4,209$990K0.25%-66113F-HRTimeline
AMG National Trust Bank4,025$947K0.03%-22513F-HRTimeline
NewEdge Wealth, LLC3,972$935K0.02%013F-HRTimeline
Round Rock Advisors LLC3,957$931K0.19%013F-HRTimeline
Atwater Malick LLC3,955$930K0.31%+74413F-HRTimeline
MAI Capital Management3,915$921K0.01%-5013F-HRTimeline
Stewardship Advisors, LLC3,907$919K0.25%-31013F-HRTimeline
Sigma Planning Corp3,895$916K0.03%+1,04013F-HRTimeline
SMART Wealth LLC3,878$912K0.32%+87013F-HRTimeline
Landing Point Financial Group, LLC3,802$908K0.69%13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,848$905K0.08%new13F-HRTimeline
FORTE CAPITAL LLC /ADV3,814$897K0.1%+12013F-HRTimeline
Advisory Alpha, LLC3,799$894K0.03%-30413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,788$891K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,744$881K<0.01%-11,92113F-HRTimelineGroup
TruWealth Advisors, LLC3,743$881K0.05%+64013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,740$880K0.03%+1,32513F-HRTimeline
Strategic Equity Management3,732$878K0.37%-39813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,561$863K0.05%-813F-HRTimeline
First Heartland Consultants, Inc.3,660$861K0.09%+14013F-HRTimeline
CMC Financial Group3,657$860K1.84%-25513F-HRTimeline
DIVERSIFIED TRUST CO3,622$852K0.02%-3413F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,610$849K0.1%+18013F-HRTimeline
Triumph Capital Management3,556$837K0.29%+99213F-HRTimeline
Godshalk Welsh Capital Management, Inc.3,535$832K0.54%+5013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,529$830K0.01%-14013F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co3,498$823K0.05%new13F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,492$822K0.07%013F-HRTimeline
CHOREO, LLC3,384$801K0.01%+713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,347$787K0.02%+113F-HRTimelineGroup
GenWealth Group, Inc.3,340$786K0.18%-6713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,290$776K0.01%+9913F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC3,295$775K0.21%+10813F-HRTimeline
Larson Financial Group LLC3,238$762K0.04%013F-HRTimeline
Redwood Financial Network Corp3,195$752K0.56%+5613F-HRTimeline
TOWNSQUARE CAPITAL LLC3,182$749K0.01%+92113F-HRTimeline
Csenge Advisory Group3,177$747K0.04%new13F-HRTimeline
Pineridge Advisors LLC3,176$747K0.28%-32913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,158$743K0.02%new13F-HRTimelineGroup
FLP Wealth Management, LLC3,123$735K1.88%13F-HRTimeline
Founders Financial Alliance, LLC3,115$733K0.2%+1,39713F-HRTimeline
Steward Partners Investment Advisory, L…3,092$727K0.01%+28213F-HRTimeline
BALLAST ADVISORS LLC2,969$699K0.22%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,957$696K<0.01%013F-HRTimelineGroup
Compound Planning, Inc.2,888$679K0.03%-7,83413F-HRTimeline
TCP Asset Management, LLC2,877$677K0.15%013F-HRTimeline
Bison Wealth, LLC2,873$676K0.08%13F-HRTimeline
MONTAG A & ASSOCIATES INC2,855$672K0.03%-25513F-HRTimeline
Secure Asset Management, LLC2,851$671K0.1%+75313F-HRTimeline
Belmont Capital, LLC2,847$670K0.11%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,800$659K0.05%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,778$654K<0.01%013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,774$653K0.03%-12413F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC2,768$651K0.12%+1,48613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.2,765$651K0.08%-13013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,735$643K<0.01%-25013F-HRTimelineGroup
N.E.W. Advisory Services LLC2,712$638K0.06%+313F-HRTimeline
Merkkuri Wealth Advisors LLC2,705$636K0.5%+313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,705$636K0.04%+1,75013F-HRTimelineGroup
Financial Engines Advisors L.L.C.2,695$634K<0.01%+2913F-HRTimeline
SIMA Wealth Partners, LLC2,684$631K0.54%013F-HRTimeline
Fingerlakes Wealth Management, Inc.2,663$627K0.51%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,636$620K<0.01%013F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC2,604$613K0.05%-8613F-HRTimeline
Key Client Fiduciary Advisors, LLC2,565$603K0.27%+313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,512$591K<0.01%+11413F-HRTimelineGroup
Atria Investments, Inc2,510$591K0.01%new13F-HRTimeline
HBW ADVISORY SERVICES LLC2,506$590K0.06%+11413F-HRTimeline
Compass Financial Services Inc2,498$588K0.33%13F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV2,475$582K0.4%13F-HRTimeline
ArchPoint Investors2,450$576K0.19%013F-HRTimeline
Yoder Wealth Management, Inc.2,411$567K0.31%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,407$566K0.42%-7413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,369$557K<0.01%new13F-HRTimelineGroup
Total Clarity Wealth Management, Inc.2,365$556K0.18%-3913F-HRTimeline
AMERIFLEX GROUP, INC.2,317$552K0.25%13F-HRTimeline
McKinley Carter Wealth Services, Inc.2,325$547K0.03%013F-HRTimeline
Integrated Advisors Network LLC2,277$536K0.03%+37913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,249$529K0.02%-5213F-HRTimelineGroup
HBK Sorce Advisory LLC2,241$527K0.02%new13F-HRTimeline
Tyler-Stone Wealth Management2,229$524K0.09%-12313F-HRTimeline
Schonfeld Strategic Advisors LLC2,227$524K<0.01%new13F-HRTimeline
EQUITABLE TRUST CO2,220$522K0.03%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,209$520K0.31%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,184$514K0.03%013F-HRTimeline
EWG Elevate Inc.2,181$513K0.16%new13F-HRTimeline
Retireful, LLC2,169$510K0.29%013F-HRTimeline
Simplicity Wealth,LLC2,156$507K0.11%-57,45713F-HRTimeline
Guerra Advisors Inc2,154$507K0.28%13F-HRTimeline
Prasad Wealth Partners, LLC2,134$502K0.16%13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,131$501K0.2%+213F-HRTimeline
Revolve Wealth Partners, LLC2,126$500K0.07%013F-HR/ATimeline
MidAtlantic Capital Management, Inc.2,123$499K0.37%013F-HRTimeline
FSA Advisors, Inc.2,122$499K0.61%-30313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,102$495K<0.01%+1,90713F-HRTimelineGroup
Cyr Financial Inc.2,081$490K0.45%-2,03013F-HRTimeline
Barnes Wealth Management Group, Inc2,055$483K0.32%13F-HRTimeline
Alpha Financial Partners LLC2,019$475K0.38%new13F-HRTimeline
CIBC WORLD MARKET INC.2,006$472K<0.01%-81513F-HRTimeline
Hershey Financial Advisers, LLC1,985$467K0.41%13F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,975$465K0.28%+15913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,959$461K0.03%new13F-HRTimeline
WORLD EQUITY GROUP, INC.1,955$460K0.1%-63313F-HRTimeline
Heritage Trust Co1,942$457K0.05%13F-HRTimeline
National Wealth Management Group, LLC1,881$443K0.29%-59713F-HRTimeline
Cyndeo Wealth Partners, LLC1,875$441K0.03%013F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC1,870$440K0.22%-2113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,846$434K<0.01%new13F-HRTimeline
Joel Isaacson & Co., LLC1,837$432K0.02%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC1,831$431K0.03%+213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,787$420K0.03%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC1,766$419K0.23%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,765$415K0.11%-27613F-HRTimeline
Principle Wealth Partners LLC1,736$408K0.03%013F-HRTimeline
Wealthspire Advisors, LLC1,734$408K<0.01%-13513F-HRTimeline
LifePlan Investment Advisors, Inc.1,719$404K0.25%-2913F-HRTimeline
Farther Finance Advisors, LLC1,714$403K0.01%+36513F-HRTimeline
Fermata Advisors, LLC1,682$396K0.07%+113F-HRTimeline
Life Planning Partners, Inc1,679$395K0.37%-113F-HR/ATimeline
Moors & Cabot, Inc.1,666$392K0.02%-9213F-HRTimeline
Comprehensive Financial Planning, Inc./…1,658$390K0.33%13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,655$389K0.01%+213F-HRTimeline
Balefire, LLC1,657$388K0.13%-2613F-HRTimeline