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Disclosery

IWY ISHARES TR

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RUS TP200 GR ETF (fund)

612 managers (620 13F filers) reported a position in IWY shares at 2025-09-30, 46,826,170 shares in all. 76 filers opened a position and 30 filers sold out during the quarter.

Managers
612
13F filers
620
New
76
Added
225
Reduced
192
Sold out
30
Shares held by filers
46,826,170

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Keel Point, LLC11,287$3.09M0.19%-3613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,123$3.04M<0.01%-88713F-HRTimelineGroup
Caprock Group, LLC11,298$2.92M0.07%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,528$2.88M0.18%-57913F-HRTimeline
Lloyd Advisory Services, LLC.10,290$2.82M1.33%-20813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,078$2.76M0.06%+9113F-HRTimelineGroup
Focus Financial Network, Inc.10,070$2.76M0.1%+1,73613F-HRTimeline
CWM, LLCin group CWM, LLC10,039$2.75M0.01%+14913F-HRTimelineGroup
Global View Capital Management LLC10,024$2.74M0.58%new13F-HRTimeline
Whelan Financial9,806$2.68M0.85%-33413F-HRTimeline
&PARTNERS9,706$2.66M0.02%-3613F-HRTimeline
Valued Retirements, Inc.10,756$2.65M2.99%013F-HRTimeline
Cresset Asset Management, LLC9,597$2.63M0.01%new13F-HR/ATimeline
AdvisorNet Financial, Inc9,547$2.61M0.15%+28013F-HRTimeline
Dana Investment Advisors, Inc.9,524$2.61M0.08%+23513F-HRTimeline
Steward Partners Investment Advisory, L…9,470$2.59M0.01%+4,09713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding9,463$2.59M-1,318Timeline
RENAISSANCE TECHNOLOGIES LLC9,400$2.57M<0.01%new13F-HRTimeline
IHT Wealth Management, LLC9,352$2.56M0.06%+1,93813F-HRTimeline
DOVER ADVISORS, LLC9,339$2.56M1.02%-55713F-HRTimeline
Independent Advisor Alliance9,147$2.5M0.07%+5313F-HRTimeline
Bawa N Mallick Trust9,007$2.46M0.93%+113F-HRTimeline
SCS Capital Management LLC8,950$2.45M0.03%013F-HRTimeline
Mutual Advisors, LLC8,826$2.44M0.05%+12613F-HRTimeline
Venture Visionary Partners LLC8,789$2.41M0.08%-26513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.8,701$2.38M0.1%+17213F-HRTimeline
Arcadia Wealth Management, LLC8,437$2.31M0.92%-98213F-HRTimeline
Post Resch Tallon Group Inc.8,341$2.28M2.02%+12013F-HRTimeline
Heck Capital Advisors, LLC8,281$2.27M0.18%+1,28313F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…8,135$2.23M1.89%-2,16913F-HRTimeline
Sovereign Financial Group, Inc.8,092$2.21M0.41%+41313F-HRTimeline
Western Wealth Management, LLC7,954$2.18M0.12%+13713F-HRTimeline
Rockport Wealth LLC7,952$2.18M0.44%-98613F-HRTimeline
SYNOVUS FINANCIAL CORP7,949$2.18M0.02%+21213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,907$2.16M0.05%+2,19913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,870$2.15M0.07%+27013F-HRTimelineGroup
Inscription Capital, LLC7,859$2.15M0.23%+73113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,611$2.08M0.11%+56513F-HRTimelineGroup
Cornerstone Planning Group LLC7,338$2.08M0.33%+7113F-HRTimeline
PRIVATE TRUST CO NA7,549$2.07M0.18%+1,31113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC7,549$2.07M0.02%+76313F-HRTimeline
Midwest Trust Co7,516$2.06M0.03%-8413F-HRTimeline
J.W. COLE ADVISORS, INC.7,417$2.03M0.04%-78613F-HRTimeline
Savvy Advisors, Inc.7,413$2.03M0.09%-14313F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,332$2.01M0.62%-42913F-HRTimeline
New England Private Wealth Advisors LLC7,206$1.97M0.26%+713F-HRTimeline
B. Riley Wealth Advisors, Inc.7,136$1.95M0.09%new13F-HRTimeline
Fingerlakes Wealth Management, Inc.7,079$1.94M1.26%+1,48013F-HRTimeline
Meridian Wealth Management, LLC7,060$1.93M0.07%-58413F-HRTimeline
SageView Advisory Group, LLC6,984$1.91M0.07%-713F-HRTimeline
Ciovacco Capital Management LLC6,894$1.89M0.95%new13F-HRTimeline
Mayflower Financial Advisors, LLC6,877$1.88M0.24%new13F-HRTimeline
Tactive Advisors, LLC6,797$1.86M0.53%+41213F-HRTimeline
Mason & Associates, LLC7,429$1.83M0.46%013F-HRTimeline
Wick Capital Partners, LLC6,683$1.83M0.44%-6,14113F-HRTimeline
Coppell Advisory Solutions LLC6,635$1.8M0.19%+54113F-HRTimeline
Vantage Financial Partners, LLC6,498$1.78M0.37%-26713F-HRTimeline
Decker Retirement Planning Inc.6,414$1.76M0.97%+86513F-HRTimeline
Centennial Wealth Advisory LLC6,396$1.75M0.49%new13F-HRTimeline
WBH ADVISORY INC6,174$1.69M0.13%+46213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,946$1.63M<0.01%+54013F-HRTimelineGroup
Sugar Maple Asset Management, LLC5,879$1.61M1.15%-1,33813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,645$1.54M<0.01%-16113F-HRTimelineGroup
Arkadios Wealth Advisors5,599$1.53M0.04%+26613F-HRTimeline
Legacy Edge Advisors, LLC5,534$1.51M0.18%+7913F-HRTimeline
Able Wealth Management LLC5,532$1.51M0.57%+56813F-HRTimeline
Wedmont Private Capital5,417$1.49M0.06%-44513F-HRTimeline
FLP Wealth Management, LLC5,396$1.48M4.16%+54613F-HR/ATimeline
Sequoia Financial Advisors, LLC5,283$1.45M0.01%-17113F-HRTimeline
BCGM Wealth Management, LLC5,267$1.44M0.38%-5313F-HRTimeline
GeoWealth Management, LLC5,264$1.44M0.05%+17013F-HRTimeline
PATTEN & PATTEN INC/TN5,221$1.43M0.08%new13F-HRTimeline
Fortitude Family Office, LLC5,220$1.43M0.39%013F-HRTimeline
MBL Wealth, LLC5,110$1.4M0.12%013F-HRTimeline
NewEdge Wealth, LLC4,937$1.39M0.02%013F-HRTimeline
Werba Rubin Papier Wealth Management5,024$1.37M0.22%013F-HRTimeline
TruWealth Advisors, LLC5,006$1.37M0.07%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,955$1.36M0.08%+34213F-HRTimeline
SMART Wealth LLC4,902$1.34M0.51%+63713F-HRTimeline
Allworth Financial LP4,803$1.31M0.01%+10213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,679$1.28M<0.01%+513F-HRTimelineGroup
Landing Point Financial Group, LLC4,657$1.27M0.66%+1,79813F-HRTimeline
Brueske Advisory Services, LLC4,589$1.26M0.68%+613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,572$1.25M0.01%+3,35213F-HRTimelineGroup
Accurate Wealth Management, LLC4,564$1.24M0.16%+84913F-HRTimeline
Arete Wealth Advisors, LLC4,513$1.24M0.08%new13F-HRTimeline
Integrated Wealth Concepts LLC4,429$1.21M0.01%+66513F-HRTimeline
Cosner Financial Group, LLC50,746$1.18M0.63%-10,83213F-HRTimeline
Pallas Capital Advisors LLC4,271$1.17M0.04%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,252$1.16M0.02%+1,00313F-HRTimelineGroup
Stewardship Advisors, LLC4,228$1.16M0.27%+13513F-HRTimeline
KERR FINANCIAL PLANNING Corp4,162$1.15M1.62%13F-HR/ATimeline
AssuredPartners Investment Advisors, LLC4,143$1.13M0.25%new13F-HRTimeline
Round Rock Advisors LLC4,047$1.11M0.18%+1513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,020$1.1M<0.01%+72413F-HRTimelineGroup
Kelly Financial Services LLC3,927$1.07M0.28%+2,53613F-HRTimeline
Prospect Financial Services LLC3,831$1.05M0.6%-24013F-HRTimeline
Confluence Wealth Services, Inc.3,795$1.04M0.05%-413F-HRTimeline
Sigma Planning Corp3,760$1.03M0.03%+1,01313F-HRTimeline
Redwood Financial Network Corp3,699$1.01M0.64%+34413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,664$1M<0.01%-90613F-HRTimeline
Truvestments Capital LLC3,657$1M0.18%-1213F-HRTimeline
Advisory Alpha, LLC3,596$991K0.03%-4813F-HRTimeline
Godshalk Welsh Capital Management, Inc.3,610$988K0.57%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,610$988K0.1%013F-HRTimeline
Advyzon Investment Management, LLC3,564$975K0.17%new13F-HRTimeline
Dynamic Advisor Solutions LLC3,547$971K0.03%-16813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,451$944K0.07%013F-HRTimeline
Tennessee Valley Asset Management Partn…3,441$942K0.13%new13F-HRTimeline
Compass Financial Services Inc3,433$939K0.42%+113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,430$939K<0.01%+3,07013F-HRTimelineGroup
Merkkuri Wealth Advisors LLC3,379$925K0.67%+66913F-HRTimeline
Optivise Advisory Services LLC3,335$913K0.54%-5,04313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,335$913K0.02%-40913F-HRTimelineGroup
Larson Financial Group LLC3,268$894K0.03%-14513F-HRTimeline
GenWealth Group, Inc.3,253$890K0.17%-7413F-HRTimeline
Secure Asset Management, LLC3,196$880K0.15%-513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,191$873K0.01%013F-HR/ATimelineGroup
Prospera Financial Services Inc3,103$850K0.01%+48813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,073$841K0.03%+29313F-HRTimelineGroup
Founders Financial Alliance, LLC3,042$832K0.16%-513F-HRTimeline
FSA Advisors, Inc.3,022$827K0.65%+5513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,021$827K<0.01%+38513F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,018$826K0.05%+18013F-HRTimelineGroup
MAI Capital Management3,013$825K0.01%-2413F-HRTimeline
Elm3 Financial Group, LLC2,980$815K0.67%-30513F-HRTimeline
Pineridge Advisors LLC2,977$815K0.23%+16513F-HRTimeline
BALLAST ADVISORS LLC2,969$812K0.22%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,954$808K0.01%+54113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC2,928$801K0.1%-23113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,851$780K<0.01%-39213F-HRTimelineGroup
GATEWAY INVESTMENT ADVISERS LLC2,847$779K0.01%new13F-HRTimeline
LifePlan Investment Advisors, Inc.2,828$774K0.32%+1,36313F-HRTimeline
REAP Financial Group, LLC2,809$769K0.17%-6213F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,800$766K0.05%013F-HRTimeline
Fisher Asset Management, LLC2,779$761K<0.01%-55013F-HRTimeline
Key Client Fiduciary Advisors, LLC2,777$760K0.26%+13113F-HRTimeline
Financial Engines Advisors L.L.C.2,736$749K<0.01%+3813F-HRTimeline
N.E.W. Advisory Services LLC2,720$744K0.07%+213F-HRTimeline
TCP Asset Management, LLC2,707$741K0.13%013F-HRTimeline
SIMA Wealth Partners, LLC2,684$734K0.56%013F-HRTimeline
Safeguard Investment Advisory Group, LLC2,684$734K0.18%-69113F-HRTimeline
First Heartland Consultants, Inc.2,622$717K0.06%-34013F-HRTimeline
MONTAG A & ASSOCIATES INC2,610$714K0.03%-24513F-HRTimeline
PTM WEALTH MANAGEMENT, LLC2,538$701K0.42%+913F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…2,527$692K0.23%-10613F-HRTimelineGroup
Prasad Wealth Partners, LLC2,521$690K0.19%+38413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,512$687K<0.01%013F-HR/ATimelineGroup
AMERIFLEX GROUP, INC.2,504$685K0.26%+1,19913F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,466$675K0.02%new13F-HRTimelineGroup
American Trust2,453$671K0.06%+3513F-HRTimeline
ArchPoint Investors2,450$670K0.18%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,442$668K0.05%-13,04513F-HRTimeline
DIVERSIFIED TRUST CO2,436$667K0.01%013F-HRTimeline
Yoder Wealth Management, Inc.2,411$660K0.31%013F-HRTimeline
AMG National Trust Bank2,405$658K0.02%-1013F-HRTimeline
Quantinno Capital Management LP2,372$649K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,369$648K<0.01%-10613F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC2,345$642K0.48%-4813F-HRTimeline
Baltimore-Washington Financial Advisors…2,299$629K0.03%-23613F-HRTimeline
HRC WEALTH MANAGEMENT, LLC2,299$629K0.31%+3113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC2,281$624K0.04%-62613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,266$620K0.03%+8913F-HRTimeline
HRT FINANCIAL LP2,206$603K<0.01%new13F-HRTimeline
Strategic Financial Concepts, LLC2,201$602K0.09%-18213F-HRTimeline
HBK Sorce Advisory LLC2,204$601K0.02%+213F-HR/ATimeline
Beacon Financial Advisory LLC2,175$595K0.14%-2013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,148$588K0.02%-5813F-HRTimelineGroup
Ausdal Financial Partners, Inc.2,147$588K0.03%new13F-HRTimeline
Sowell Financial Services LLC2,140$586K0.02%-3,18713F-HRTimeline
Revolve Wealth Partners, LLC2,126$582K0.07%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,123$581K0.19%-313F-HRTimeline
MidAtlantic Capital Management, Inc.2,123$581K0.4%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,073$567K<0.01%+15313F-HRTimelineGroup
Capital Advisors Wealth Management, LLC2,033$556K0.08%+11413F-HRTimeline
McKinley Carter Wealth Services, Inc.2,023$554K0.03%013F-HRTimeline
Barnes Wealth Management Group, Inc2,009$550K0.3%013F-HRTimeline
Cyr Financial Inc.2,007$549K0.38%+6913F-HRTimeline
CIBC WORLD MARKET INC.1,973$540K<0.01%-13313F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC1,967$538K0.27%-6013F-HRTimeline
National Wealth Management Group, LLC1,957$536K0.2%-2913F-HRTimeline
GTS SECURITIES LLC1,957$536K0.02%-1,24613F-HRTimeline
Alpha Financial Partners LLC1,955$535K0.35%-6413F-HRTimeline
Total Clarity Wealth Management, Inc.1,909$522K0.14%-9213F-HRTimeline
Heritage Trust Co1,900$520K0.06%013F-HRTimeline
Guerra Advisors Inc1,893$518K0.19%-9713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,852$507K0.52%013F-HR/ATimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,841$504K<0.01%013F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC1,841$504K0.03%013F-HRTimeline
Integrated Advisors Network LLC1,836$502K0.02%-413F-HRTimeline
Pine Valley Investments Ltd Liability Co1,825$499K0.03%+213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,795$491K<0.01%013F-HRTimelineGroup
GWN SECURITIES INC.1,788$491K0.11%+36713F-HRTimeline
Joel Isaacson & Co., LLC1,775$486K0.02%+213F-HRTimeline
Jaffetilchin Investment Partners, LLC1,771$485K0.03%+3013F-HRTimeline
Apella Capital, LLC1,762$478K0.01%013F-HRTimeline
Principle Wealth Partners LLC1,736$475K0.03%013F-HRTimeline
Wealthspire Advisors, LLC1,734$475K<0.01%013F-HRTimeline
Atria Investments, Inc1,718$470K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,689$462K0.01%+91013F-HRTimelineGroup