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Disclosery

IWY ISHARES TR

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RUS TP200 GR ETF (fund)

553 managers (559 13F filers) reported a position in IWY shares at 2025-03-31, 43,964,195 shares in all. 50 filers opened a position and 76 filers sold out during the quarter.

Managers
553
13F filers
559
New
50
Added
195
Reduced
213
Sold out
76
Shares held by filers
43,964,195

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Valued Retirements, Inc.9,114$1.92M2.53%+3,14613F-HRTimeline
Bawa N Mallick Trust9,006$1.9M0.9%013F-HRTimeline
SCS Capital Management LLC8,950$1.89M0.02%new13F-HR/ATimeline
Dana Investment Advisors, Inc.8,938$1.89M0.07%-50513F-HRTimeline
Independent Advisor Alliance8,895$1.88M0.06%-20,49113F-HRTimeline
&PARTNERS8,897$1.87M0.02%+45813F-HRTimeline
Venture Visionary Partners LLC8,854$1.87M0.08%+53713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.8,793$1.85M0.09%+12813F-HRTimeline
AdvisorNet Financial, Inc8,744$1.84M0.14%+1,01113F-HRTimeline
Mutual Advisors, LLC8,569$1.82M0.05%-1,00613F-HRTimeline
Optivise Advisory Services LLC8,376$1.77M0.99%-6613F-HRTimeline
Post Resch Tallon Group Inc.8,346$1.76M1.79%+31413F-HRTimeline
Belpointe Asset Management LLC8,217$1.73M0.09%new13F-HRTimeline
Fortis Capital Advisors, LLC8,217$1.73M0.35%new13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC8,199$1.73M0.66%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,185$1.73M0.06%-1,50313F-HRTimelineGroup
Signal Advisors Wealth, LLC8,137$1.72M0.17%+32213F-HRTimeline
Sovereign Financial Group, Inc.8,012$1.69M0.39%+44013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,995$1.69M0.11%-1,58013F-HRTimelineGroup
Western Wealth Management, LLC7,912$1.67M0.11%+7413F-HRTimeline
Meridian Wealth Management, LLC7,700$1.62M0.08%-5713F-HRTimeline
Savvy Advisors, Inc.7,646$1.61M0.16%-21413F-HRTimeline
DOVER ADVISORS, LLC7,477$1.58M0.69%-28013F-HRTimeline
Mason & Associates, LLC7,433$1.57M0.45%-82113F-HRTimeline
Whelan Financial7,312$1.54M0.6%-213F-HRTimeline
New England Private Wealth Advisors LLC7,192$1.52M0.23%+813F-HRTimeline
Cornerstone Planning Group LLC7,374$1.5M0.36%-38313F-HRTimeline
Strategic Financial Concepts, LLC7,078$1.49M0.28%-2,07813F-HRTimeline
SYNOVUS FINANCIAL CORP7,036$1.48M0.02%-33213F-HRTimeline
SageView Advisory Group, LLC7,026$1.48M0.06%+1013F-HRTimeline
Focus Financial Network, Inc.6,998$1.48M0.06%+11313F-HRTimeline
Prostatis Group LLC6,955$1.47M0.46%-24,84413F-HRTimeline
FINANCIAL COUNSELORS INC6,936$1.46M0.02%-19113F-HRTimeline
Vantage Financial Partners, LLC6,898$1.46M0.36%-19713F-HRTimeline
Wick Capital Partners, LLC6,692$1.41M0.42%013F-HRTimeline
Legacy Edge Advisors, LLC6,348$1.34M0.21%-15613F-HRTimeline
Y-Intercept (Hong Kong) Ltd6,299$1.33M0.09%new13F-HRTimeline
Integrated Wealth Concepts LLC6,150$1.3M0.02%-43113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,091$1.28M<0.01%-6,31413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…5,917$1.25M0.02%-19913F-HRTimelineGroup
Arkadios Wealth Advisors5,827$1.23M0.05%-9813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,815$1.23M<0.01%-12813F-HRTimelineGroup
Wedmont Private Capital5,861$1.2M0.06%+113F-HRTimeline
BCGM Wealth Management, LLC5,635$1.19M0.37%-5813F-HRTimeline
Decker Retirement Planning Inc.5,602$1.18M0.74%+1,00013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…5,545$1.17M0.42%-4,87813F-HRTimeline
WBH ADVISORY INC5,407$1.14M0.11%+26613F-HRTimeline
Transce3nd, LLC5,301$1.12M0.5%+88213F-HRTimeline
PRIVATE TRUST CO NA5,241$1.11M0.11%-8713F-HRTimeline
Fortitude Family Office, LLC5,220$1.1M0.39%013F-HRTimeline
MBL Wealth, LLC5,110$1.08M0.11%013F-HRTimeline
Lord & Richards Wealth Management, LLC5,087$1.07M1.22%-58013F-HRTimeline
Lloyd Advisory Services, LLC.5,041$1.06M0.53%-12813F-HRTimeline
Werba Rubin Papier Wealth Management5,024$1.06M0.23%013F-HRTimeline
J.W. COLE ADVISORS, INC.4,865$1.03M0.03%-16013F-HRTimeline
GeoWealth Management, LLC4,861$1.03M0.04%-81,42713F-HRTimeline
Dynamic Advisor Solutions LLC4,835$1.02M0.03%+15513F-HRTimeline
Sequoia Financial Advisors, LLC4,830$1.02M0.01%-3913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,673$986K<0.01%+9413F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …4,614$980K0.08%-49413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,560$962K0.01%-14,27013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,536$957K<0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…4,523$954K0.03%-313F-HRTimelineGroup
Allworth Financial LP4,522$948K0.01%+15013F-HRTimeline
Fingerlakes Wealth Management, Inc.4,343$916K0.78%+1,68013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,272$901K0.17%+1,50413F-HRTimeline
Pallas Capital Advisors LLC4,271$901K0.04%013F-HRTimeline
TruWealth Advisors, LLC4,192$884K0.05%+44913F-HRTimeline
Stewardship Advisors, LLC4,093$863K0.23%+18613F-HRTimeline
Steward Partners Investment Advisory, L…4,077$860K0.01%+98513F-HRTimeline
Round Rock Advisors LLC3,987$841K0.16%+3013F-HRTimeline
SMART Wealth LLC3,939$831K0.3%+6113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,915$826K<0.01%+12713F-HRTimelineGroup
Tennessee Valley Asset Management Partn…3,912$825K0.13%-73613F-HRTimeline
NewEdge Wealth, LLC3,887$820K0.01%-8513F-HRTimeline
Strategic Equity Management3,866$815K0.34%+13413F-HRTimeline
Advisory Alpha, LLC3,857$814K0.03%+5813F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,828$807K<0.01%-1,40613F-HRTimelineGroup
First Heartland Consultants, Inc.3,709$782K0.08%+4913F-HRTimeline
Truvestments Capital LLC3,668$774K0.17%+3,34813F-HRTimeline
CMC Financial Group3,648$770K1.74%-913F-HRTimeline
Prospect Financial Services LLC3,646$769K0.43%+2,11913F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,610$761K0.09%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.3,585$756K0.49%+5013F-HRTimeline
Elm3 Financial Group, LLC3,527$744K0.65%-1,08413F-HRTimeline
FORTE CAPITAL LLC /ADV3,459$730K0.09%-35513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,451$728K0.06%-4113F-HRTimeline
Atwater Malick LLC3,420$721K0.24%-53513F-HRTimeline
Secure Asset Management, LLC3,400$717K0.14%+54913F-HRTimeline
Redwood Financial Network Corp3,386$714K0.54%+19113F-HRTimeline
TUDOR INVESTMENT CORP ET AL3,384$714K0.01%+1,74813F-HRTimeline
FLP Wealth Management, LLC3,376$712K2.26%+25313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,348$706K0.01%+113F-HRTimelineGroup
GenWealth Group, Inc.3,327$702K0.15%-1313F-HRTimeline
Safeguard Investment Advisory Group, LLC3,280$692K0.19%-1513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,243$684K<0.01%+50813F-HRTimelineGroup
Larson Financial Group LLC3,239$683K0.03%+113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,191$673K0.01%-33813F-HR/ATimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,113$657K0.05%+40813F-HRTimelineGroup
Founders Financial Alliance, LLC3,046$642K0.16%-6913F-HRTimeline
TOWNSQUARE CAPITAL LLC3,020$637K0.01%-16213F-HRTimeline
MAI Capital Management3,013$636K<0.01%-90213F-HRTimeline
Financial Advocates Investment Manageme…2,995$632K0.04%-63,57113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,937$631K0.03%-5,78613F-HRTimelineGroup
BALLAST ADVISORS LLC2,969$626K0.2%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,957$624K<0.01%013F-HRTimelineGroup
REAP Financial Group, LLC2,882$608K0.15%-1,32713F-HRTimeline
MONTAG A & ASSOCIATES INC2,855$602K0.03%013F-HRTimeline
Belmont Capital, LLC2,847$601K0.11%013F-HRTimeline
Heck Capital Advisors, LLC2,841$599K0.07%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…2,840$598K<0.01%new13F-HRTimelineGroup
Landing Point Financial Group, LLC2,825$596K0.45%-97713F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,800$591K0.04%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,778$586K0.02%+413F-HRTimelineGroup
Pineridge Advisors LLC2,771$585K0.23%-40513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,754$581K0.02%-98613F-HRTimeline
Sigma Planning Corp2,742$578K0.02%-1,15313F-HRTimeline
Qube Research & Technologies Ltd2,723$574K<0.01%+1,28413F-HRTimeline
N.E.W. Advisory Services LLC2,715$573K0.04%+313F-HRTimeline
Merkkuri Wealth Advisors LLC2,708$571K0.49%+313F-HRTimeline
TCP Asset Management, LLC2,707$571K0.13%-17013F-HRTimeline
Financial Engines Advisors L.L.C.2,695$568K<0.01%013F-HRTimeline
SIMA Wealth Partners, LLC2,684$566K0.47%013F-HRTimeline
Sculati Wealth Management, LLC2,649$559K0.23%new13F-HRTimeline
Total Clarity Wealth Management, Inc.2,365$556K0.18%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,636$556K<0.01%013F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…2,539$536K0.25%+1,16913F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC2,538$535K0.25%-2713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,512$530K<0.01%013F-HRTimelineGroup
Compass Financial Services Inc2,500$527K0.28%+213F-HRTimeline
ArchPoint Investors2,450$517K0.17%013F-HR/ATimeline
JOHNSON INVESTMENT COUNSEL INC2,448$516K<0.01%new13F-HRTimeline
DIVERSIFIED TRUST CO2,436$514K0.01%-1,18613F-HRTimeline
Concorde Asset Management, LLC2,441$510K0.27%-28,54913F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,416$510K0.41%+913F-HRTimeline
AMG National Trust Bank2,415$509K0.01%-1,61013F-HRTimeline
Yoder Wealth Management, Inc.2,411$509K0.29%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,369$500K<0.01%013F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC2,358$497K0.04%-24613F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC2,351$496K0.27%new13F-HRTimeline
Sowell Financial Services LLC2,335$492K0.02%new13F-HRTimeline
AMERIFLEX GROUP, INC.2,319$489K0.2%+213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,312$488K<0.01%+21013F-HRTimelineGroup
HRC WEALTH MANAGEMENT, LLC2,266$478K0.3%+29113F-HRTimeline
Jaffetilchin Investment Partners, LLC2,261$477K0.03%+43013F-HRTimeline
HBK Sorce Advisory LLC2,244$473K0.01%+313F-HRTimeline
PTM WEALTH MANAGEMENT, LLC2,511$471K0.5%13F-HRTimeline
EQUITABLE TRUST CO2,220$468K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,198$464K0.02%-5113F-HRTimelineGroup
Beacon Financial Advisory LLC2,195$463K0.14%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,191$462K0.01%new13F-HRTimeline
Tyler-Stone Wealth Management2,179$460K0.08%-5013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,176$459K0.02%-813F-HRTimeline
Cyr Financial Inc.2,153$454K0.41%+7213F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV2,139$451K<0.01%+29313F-HRTimeline
Prasad Wealth Partners, LLC2,136$450K0.15%+213F-HRTimeline
CIBC WORLD MARKET INC.2,134$450K<0.01%+12813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,129$449K0.18%-213F-HRTimeline
Revolve Wealth Partners, LLC2,126$448K0.06%013F-HRTimeline
MidAtlantic Capital Management, Inc.2,123$448K0.35%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,119$447K0.26%-9013F-HRTimeline
McKinley Carter Wealth Services, Inc.2,096$442K0.03%-22913F-HRTimeline
Guerra Advisors Inc2,052$433K0.24%-10213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,042$431K<0.01%-152,12013F-HRTimelineGroup
Alpha Financial Partners LLC2,019$426K0.34%013F-HRTimeline
FSA Advisors, Inc.2,004$423K0.34%-11813F-HRTimeline
National Wealth Management Group, LLC1,997$421K0.28%+11613F-HRTimeline
Barnes Wealth Management Group, Inc1,975$417K0.27%-8013F-HRTimeline
Heritage Trust Co1,930$407K0.05%-1213F-HRTimeline
Integrated Advisors Network LLC1,891$399K0.02%-38613F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC1,870$394K0.19%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.1,855$391K0.05%-91013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,841$388K<0.01%-93713F-HRTimelineGroup
AlphaCore Capital LLC1,805$381K0.03%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,787$377K0.03%013F-HRTimeline
Accurate Wealth Management, LLC1,833$374K0.07%new13F-HRTimeline
Joel Isaacson & Co., LLC1,772$374K0.02%-6513F-HRTimeline
HB Wealth Management, LLC1,761$371K<0.01%+78613F-HRTimeline
Pine Valley Investments Ltd Liability Co1,753$370K0.02%-1,74513F-HRTimeline
EP Wealth Advisors, LLC1,741$367K<0.01%+9713F-HRTimeline
Principle Wealth Partners LLC1,736$366K0.03%013F-HRTimeline
Wealthspire Advisors, LLC1,734$366K<0.01%013F-HRTimeline
Moors & Cabot, Inc.1,686$356K0.02%+2013F-HRTimeline
HBW ADVISORY SERVICES LLC1,679$354K0.05%-82713F-HRTimeline
Life Planning Partners, Inc1,679$354K0.32%013F-HRTimeline
Arete Wealth Advisors, LLC1,666$351K0.03%+42213F-HRTimeline
Comprehensive Financial Planning, Inc./…1,659$350K0.34%+113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,656$349K0.01%+113F-HRTimeline
Fermata Advisors, LLC1,639$346K0.06%-4313F-HRTimeline
LifePlan Investment Advisors, Inc.1,639$346K0.2%-8013F-HRTimeline
Rodgers & Associates, LTD1,638$346K0.04%013F-HRTimeline
Verum Partners LLC1,636$345K0.09%+213F-HRTimeline
LexAurum Advisors, LLC1,608$339K0.06%+113F-HRTimeline
FC Advisory LLC1,591$336K0.11%+213F-HRTimeline
INSTRUMENTAL WEALTH, LLC1,518$323K0.29%+11913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,530$323K0.02%013F-HRTimelineGroup
BOURGEON CAPITAL MANAGEMENT LLC1,529$322K0.07%+213F-HRTimeline
Prospera Financial Services Inc1,505$318K0.01%+51213F-HRTimeline
CHILTON INVESTMENT CO INC.1,485$313K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,461$308K0.05%013F-HRTimelineGroup