Skip to content
Disclosery

IWY ISHARES TR

Follow

RUS TP200 GR ETF (fund)

566 managers (575 13F filers) reported a position in IWY shares at 2025-06-30, 44,978,340 shares in all. 67 filers opened a position and 52 filers sold out during the quarter.

Managers
566
13F filers
575
New
67
Added
205
Reduced
193
Sold out
52
Shares held by filers
44,978,340

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Whelan Financial10,140$2.5M0.9%+2,82813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,987$2.46M0.05%+15913F-HRTimelineGroup
DOVER ADVISORS, LLC9,896$2.44M1.07%+2,41913F-HRTimeline
CWM, LLCin group CWM, LLC9,890$2.44M0.01%-24613F-HRTimelineGroup
&PARTNERS9,742$2.4M0.02%+84513F-HRTimeline
Golden State Wealth Management, LLC9,635$2.38M0.29%new13F-HRTimeline
Arcadia Wealth Management, LLC9,419$2.32M1.01%-19413F-HRTimeline
Dana Investment Advisors, Inc.9,289$2.29M0.08%+35113F-HRTimeline
AdvisorNet Financial, Inc9,267$2.28M0.15%+52313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,153$2.26M<0.01%-24,72913F-HRTimelineGroup
Independent Advisor Alliance9,094$2.24M0.06%+19913F-HRTimeline
Venture Visionary Partners LLC9,054$2.23M0.08%+20013F-HRTimeline
Mutual Advisors, LLC8,700$2.22M0.06%+13113F-HRTimeline
Bawa N Mallick Trust9,006$2.22M0.92%013F-HRTimeline
SCS Capital Management LLC8,950$2.21M0.02%013F-HRTimeline
Rockport Wealth LLC8,938$2.2M0.51%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.8,529$2.1M0.09%-26413F-HRTimeline
Optivise Advisory Services LLC8,378$2.07M1.06%+213F-HRTimeline
Focus Financial Network, Inc.8,334$2.05M0.08%+1,33613F-HRTimeline
Post Resch Tallon Group Inc.8,221$2.03M1.95%-12513F-HRTimeline
J.W. COLE ADVISORS, INC.8,203$2.02M0.04%+3,33813F-HRTimeline
Western Wealth Management, LLC7,817$1.93M0.11%-9513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,761$1.91M0.66%-43813F-HRTimeline
SYNOVUS FINANCIAL CORP7,737$1.91M0.02%+70113F-HRTimeline
Sovereign Financial Group, Inc.7,679$1.89M0.39%-33313F-HRTimeline
Meridian Wealth Management, LLC7,644$1.88M0.08%-5613F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC7,623$1.88M0.91%+5,27213F-HRTimeline
Midwest Trust Co7,600$1.87M0.03%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,600$1.87M0.07%-58513F-HRTimelineGroup
Savvy Advisors, Inc.7,556$1.86M0.12%-9013F-HRTimeline
Cornerstone Planning Group LLC7,267$1.84M0.38%-10713F-HRTimeline
New England Private Wealth Advisors LLC7,199$1.84M0.27%+713F-HRTimeline
Mason & Associates, LLC7,429$1.83M0.46%-413F-HRTimeline
IHT Wealth Management, LLC7,414$1.83M0.05%-3,78813F-HRTimeline
Atria Wealth Solutions, Inc.7,361$1.82M0.04%-16,55113F-HRTimeline
SageView Advisory Group, LLC6,991$1.79M0.07%-3513F-HRTimeline
Sugar Maple Asset Management, LLC7,217$1.78M1.39%-11,08013F-HRTimeline
Inscription Capital, LLC7,128$1.76M0.25%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,046$1.74M0.11%-94913F-HRTimelineGroup
Leo Wealth, LLC7,032$1.73M0.13%new13F-HRTimeline
Heck Capital Advisors, LLC6,998$1.73M0.15%+4,15713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,786$1.67M0.02%+4,33813F-HRTimeline
Vantage Financial Partners, LLC6,765$1.67M0.38%-13313F-HRTimeline
Wick Capital Partners, LLC12,824$1.65M0.43%+6,13213F-HRTimeline
Tactive Advisors, LLC6,385$1.57M0.51%13F-HRTimeline
PRIVATE TRUST CO NA6,238$1.54M0.15%+99713F-HRTimeline
Transce3nd, LLC6,121$1.51M0.64%+82013F-HRTimeline
Coppell Advisory Solutions LLC6,094$1.49M0.18%new13F-HR/ATimeline
Signal Advisors Wealth, LLC6,027$1.49M0.12%-2,11013F-HRTimeline
Wedmont Private Capital5,862$1.46M0.06%+113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,806$1.43M<0.01%-913F-HRTimelineGroup
WBH ADVISORY INC5,712$1.41M0.12%+30513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,708$1.41M0.04%+2,95413F-HRTimeline
Atwater Malick LLC5,703$1.41M0.45%+2,28313F-HRTimeline
Fingerlakes Wealth Management, Inc.5,599$1.38M1.03%+1,25613F-HRTimeline
Decker Retirement Planning Inc.5,549$1.37M0.79%-5313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,502$1.36M0.01%+94213F-HRTimelineGroup
Legacy Edge Advisors, LLC5,455$1.34M0.18%-89313F-HRTimeline
Sequoia Financial Advisors, LLC5,454$1.34M0.01%+62413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,406$1.33M<0.01%+1,49113F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,373$1.32M0.01%+1,29613F-HRTimeline
Arkadios Wealth Advisors5,333$1.31M0.04%-49413F-HRTimeline
Sowell Financial Services LLC5,327$1.31M0.05%+2,99213F-HRTimeline
BCGM Wealth Management, LLC5,320$1.31M0.37%-31513F-HRTimeline
Fortitude Family Office, LLC5,220$1.29M0.43%013F-HRTimeline
NewEdge Wealth, LLC4,937$1.27M0.02%+1,05013F-HRTimeline
MBL Wealth, LLC5,110$1.26M0.12%013F-HRTimeline
GeoWealth Management, LLC5,094$1.26M0.05%+23313F-HRTimeline
Werba Rubin Papier Wealth Management5,024$1.24M0.23%013F-HRTimeline
TruWealth Advisors, LLC5,006$1.23M0.07%+81413F-HRTimeline
Able Wealth Management LLC4,964$1.22M0.62%-4,44013F-HRTimeline
FLP Wealth Management, LLC4,850$1.2M3.36%+1,47413F-HRTimeline
Allworth Financial LP4,701$1.16M0.01%+17913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,674$1.15M<0.01%+113F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …4,613$1.14M0.07%-113F-HR/ATimeline
Brueske Advisory Services, LLC4,583$1.13M0.77%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,570$1.13M<0.01%+2,43113F-HRTimeline
Pallas Capital Advisors LLC4,271$1.05M0.04%013F-HRTimeline
SMART Wealth LLC4,265$1.05M0.33%+32613F-HRTimeline
Stewardship Advisors, LLC4,093$1.01M0.26%013F-HRTimeline
Prospect Financial Services LLC4,071$1M0.63%+42513F-HR/ATimeline
Round Rock Advisors LLC4,032$994K0.17%+4513F-HRTimeline
Confluence Wealth Services, Inc.3,799$936K0.05%+2,59413F-HRTimeline
Integrated Wealth Concepts LLC3,764$928K0.01%-2,38613F-HRTimeline
Gibbs Wealth Management3,753$925K0.18%new13F-HRTimeline
Accurate Wealth Management, LLC3,715$925K0.14%+1,88213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,744$923K0.03%-77913F-HRTimelineGroup
Dynamic Advisor Solutions LLC3,715$916K0.03%-1,12013F-HRTimeline
Truvestments Capital LLC3,669$905K0.18%+113F-HRTimeline
CMC Financial Group3,648$899K2.05%013F-HRTimeline
Advisory Alpha, LLC3,644$899K0.03%-21313F-HRTimeline
Godshalk Welsh Capital Management, Inc.3,610$890K0.55%+2513F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,610$890K0.1%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,574$881K<0.01%-96213F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.3,451$851K0.07%013F-HRTimeline
Compass Financial Services Inc3,432$846K0.41%+93213F-HRTimeline
Larson Financial Group LLC3,413$841K0.03%+17413F-HRTimeline
FORTE CAPITAL LLC /ADV3,394$837K0.09%-6513F-HRTimeline
Safeguard Investment Advisory Group, LLC3,375$832K0.21%+9513F-HRTimeline
Redwood Financial Network Corp3,355$827K0.56%-3113F-HRTimeline
Fisher Asset Management, LLC3,329$821K<0.01%new13F-HRTimeline
GenWealth Group, Inc.3,327$820K0.17%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,296$812K<0.01%-53213F-HRTimelineGroup
Elm3 Financial Group, LLC3,285$810K0.67%-24213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC3,249$801K0.01%new13F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,243$799K<0.01%013F-HRTimelineGroup
GTS SECURITIES LLC3,203$790K0.04%new13F-HRTimeline
Secure Asset Management, LLC3,201$789K0.15%-19913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,191$787K0.01%013F-HR/ATimelineGroup
CATALYST FINANCIAL PARTNERS LLC3,159$779K0.09%-1,11313F-HRTimeline
Founders Financial Alliance, LLC3,047$751K0.17%+113F-HRTimeline
MAI Capital Management3,037$749K0.01%+2413F-HRTimeline
Farther Finance Advisors, LLC3,012$742K0.01%+2,14213F-HRTimeline
BALLAST ADVISORS LLC2,969$732K0.22%013F-HRTimeline
FSA Advisors, Inc.2,967$731K0.59%+96313F-HRTimeline
First Heartland Consultants, Inc.2,962$730K0.06%-74713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC2,907$717K0.05%+54913F-HRTimeline
REAP Financial Group, LLC2,871$708K0.17%-1113F-HRTimeline
Landing Point Financial Group, LLC2,859$705K0.44%+3413F-HRTimeline
MONTAG A & ASSOCIATES INC2,855$704K0.03%013F-HRTimeline
Belmont Capital, LLC2,847$702K0.11%013F-HRTimeline
Onyx Bridge Wealth Group LLC2,839$700K0.09%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,838$700K0.05%-27513F-HRTimelineGroup
Pineridge Advisors LLC2,812$693K0.25%+4113F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,800$690K0.05%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,780$686K0.03%+213F-HRTimelineGroup
Sigma Planning Corp2,747$677K0.02%+513F-HRTimeline
N.E.W. Advisory Services LLC2,718$670K0.07%+313F-HRTimeline
Tradewinds, LLC.2,710$668K0.51%new13F-HRTimeline
Merkkuri Wealth Advisors LLC2,710$668K0.51%+213F-HRTimeline
TCP Asset Management, LLC2,707$667K0.13%013F-HRTimeline
Financial Engines Advisors L.L.C.2,698$665K<0.01%+313F-HRTimeline
SIMA Wealth Partners, LLC2,684$662K0.53%013F-HRTimeline
Key Client Fiduciary Advisors, LLC2,646$652K0.27%+10813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,636$650K<0.01%013F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…2,633$649K0.24%+9413F-HRTimelineGroup
Prospera Financial Services Inc2,615$645K0.01%+1,11013F-HRTimeline
PTM WEALTH MANAGEMENT, LLC2,529$628K0.42%+1813F-HRTimeline
Baltimore-Washington Financial Advisors…2,535$625K0.03%-50,49213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,512$619K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,475$610K<0.01%+10613F-HRTimelineGroup
ArchPoint Investors2,450$604K0.18%013F-HRTimeline
DIVERSIFIED TRUST CO2,436$600K0.01%013F-HRTimeline
American Trust2,418$596K0.06%new13F-HRTimeline
AMG National Trust Bank2,415$595K0.02%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,413$595K0.01%+22213F-HRTimeline
Yoder Wealth Management, Inc.2,411$594K0.31%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,393$590K0.46%-2313F-HRTimeline
Strategic Financial Concepts, LLC2,383$587K0.08%-4,69513F-HRTimeline
HRC WEALTH MANAGEMENT, LLC2,268$559K0.3%+213F-HRTimeline
Headlands Technologies LLC2,225$548K0.07%+2,20013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,206$544K0.02%+813F-HRTimelineGroup
HBK Sorce Advisory LLC2,202$543K0.01%-4213F-HRTimeline
Beacon Financial Advisory LLC2,195$541K0.14%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,177$537K0.03%+113F-HRTimeline
Prasad Wealth Partners, LLC2,137$527K0.15%+113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,126$524K0.19%-313F-HRTimeline
Revolve Wealth Partners, LLC2,126$524K0.07%013F-HRTimeline
MidAtlantic Capital Management, Inc.2,123$523K0.37%013F-HRTimeline
CIBC WORLD MARKET INC.2,106$519K<0.01%-2813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,027$500K0.25%-9213F-HRTimeline
McKinley Carter Wealth Services, Inc.2,023$499K0.03%-7313F-HRTimeline
Alpha Financial Partners LLC2,019$498K0.36%013F-HRTimeline
Financial Advocates Investment Manageme…2,016$497K0.04%-97913F-HRTimeline
Barnes Wealth Management Group, Inc2,009$495K0.29%+3413F-HRTimeline
Total Clarity Wealth Management, Inc.2,001$493K0.14%-36413F-HRTimeline
Guerra Advisors Inc1,990$491K0.23%-6213F-HRTimeline
National Wealth Management Group, LLC1,986$489K0.27%-1113F-HRTimeline
Cyr Financial Inc.1,938$478K0.37%-21513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,920$473K<0.01%-12213F-HRTimelineGroup
Capital Advisors Wealth Management, LLC1,919$473K0.07%+50213F-HRTimeline
Heritage Trust Co1,900$468K0.05%-3013F-HRTimeline
Tyler-Stone Wealth Management1,873$462K0.07%-30613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,852$457K0.56%13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,841$454K<0.01%013F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC1,841$454K0.03%+5413F-HRTimeline
Integrated Advisors Network LLC1,840$454K0.02%-5113F-HRTimeline
Pine Valley Investments Ltd Liability Co1,823$449K0.03%+7013F-HRTimeline
Carnegie Investment Counsel1,799$443K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,795$442K<0.01%-1,16213F-HRTimelineGroup
Joel Isaacson & Co., LLC1,773$437K0.02%+113F-HRTimeline
Apella Capital, LLC1,762$435K0.01%+55913F-HRTimeline
Jaffetilchin Investment Partners, LLC1,741$429K0.03%-52013F-HRTimeline
Principle Wealth Partners LLC1,736$428K0.03%013F-HRTimeline
Wealthspire Advisors, LLC1,734$427K<0.01%013F-HRTimeline
Moors & Cabot, Inc.1,686$416K0.02%013F-HRTimeline
Life Planning Partners, Inc1,679$414K0.33%013F-HRTimeline
Rothschild Wealth LLC1,677$413K0.1%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…1,661$409K0.32%+213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,658$409K0.01%+213F-HRTimeline
Rodgers & Associates, LTD1,638$404K0.04%013F-HRTimeline
Verum Partners LLC1,638$404K0.09%+213F-HRTimeline
TWO SIGMA SECURITIES, LLC1,617$399K0.05%+64713F-HRTimeline
INSTRUMENTAL WEALTH, LLC1,574$393K0.31%+5613F-HRTimeline
FC Advisory LLC1,589$392K0.12%-213F-HRTimeline
LexAurum Advisors, LLC1,553$383K0.06%-5513F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC1,530$377K0.07%+113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,530$377K0.03%013F-HRTimelineGroup
Harvest Investment Services, LLC1,529$377K0.08%+36713F-HRTimeline
LIBRA WEALTH LLC1,525$376K0.12%new13F-HRTimeline