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Disclosery

IWY ISHARES TR

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RUS TP200 GR ETF (fund)

639 managers (649 13F filers) reported a position in IWY shares at 2025-12-31, 46,241,935 shares in all. 41 filers opened a position and 38 filers sold out during the quarter.

Managers
639
13F filers
649
New
41
Added
227
Reduced
223
Sold out
38
Shares held by filers
46,241,935

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Foundations Investment Advisors, LLC12,475$3.45M0.05%+61313F-HRTimeline
Ashton Thomas Private Wealth, LLC12,455$3.45M0.08%-6,74913F-HRTimeline
Benchmark Financial, LLC12,010$3.33M3.32%13F-HRTimeline
Valued Retirements, Inc.11,945$3.31M3.23%+1,18913F-HRTimeline
BLAIR WILLIAM & CO/IL11,826$3.28M0.01%-2,37213F-HRTimeline
Signal Advisors Wealth, LLC11,604$3.21M0.26%-35713F-HRTimeline
Creative Planningin group Creative Planning11,596$3.21M<0.01%-26913F-HRTimelineGroup
Curi Capital, LLC11,592$3.21M0.06%013F-HRTimeline
Advisory Services Network, LLC11,360$3.15M0.04%-11013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV11,315$3.13M2.53%13F-HRTimeline
Keel Point, LLC11,256$3.12M0.19%-3113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA10,523$2.91M0.01%13F-HRTimelineGroup
Focus Financial Network, Inc.10,502$2.91M0.1%+43213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,369$2.87M0.06%+29113F-HRTimelineGroup
Vantus Wealth LLC10,260$2.84M2.09%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,125$2.8M0.09%+2,25513F-HRTimelineGroup
Advyzon Investment Management, LLC10,058$2.79M0.32%+6,49413F-HRTimeline
Cresset Asset Management, LLC10,039$2.78M0.01%+44213F-HRTimeline
AdvisorNet Financial, Inc9,962$2.76M0.15%+41513F-HRTimeline
&PARTNERS9,906$2.74M0.01%+20013F-HRTimeline
Whelan Financial9,759$2.7M0.84%-4713F-HRTimeline
DOVER ADVISORS, LLC9,556$2.65M1.03%+21713F-HRTimeline
Independent Advisor Alliance9,476$2.62M0.06%+32913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,426$2.61M0.16%+4,47113F-HRTimeline
Dana Investment Advisors, Inc.9,232$2.56M0.07%-29213F-HRTimeline
Mutual Advisors, LLC9,204$2.55M0.05%+37813F-HRTimeline
Steward Partners Investment Advisory, L…9,159$2.54M0.01%-31113F-HRTimeline
Bawa N Mallick Trust9,008$2.49M0.93%+113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,980$2.49M0.14%-1,54813F-HRTimeline
SCS Capital Management LLC8,950$2.48M0.03%013F-HRTimeline
Inscription Capital, LLC8,936$2.47M0.25%+1,07713F-HRTimeline
PRIVATE TRUST CO NA8,630$2.39M0.21%+1,08113F-HRTimeline
Venture Visionary Partners LLC8,621$2.39M0.08%-16813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC8,558$2.37M0.02%+1,00913F-HRTimeline
IHT Wealth Management, LLC8,487$2.35M0.06%-86513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,468$2.35M0.05%+56113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …8,442$2.34M0.02%13F-HR/ATimelineGroup
Post Resch Tallon Group Inc.8,353$2.31M1.95%+1213F-HRTimeline
Western Wealth Management, LLC8,238$2.28M0.11%+28413F-HRTimeline
Arcadia Wealth Management, LLC8,173$2.26M0.84%-26413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.8,168$2.26M0.09%-53313F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…8,159$2.26M1.6%+2413F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC8,099$2.24M1.6%13F-HRTimeline
Fingerlakes Wealth Management, Inc.8,007$2.22M1.41%+92813F-HRTimeline
Sovereign Financial Group, Inc.7,761$2.15M0.38%-33113F-HRTimeline
Midwest Trust Co7,583$2.1M0.03%+6713F-HRTimeline
Heck Capital Advisors, LLC7,496$2.08M0.15%-78513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,424$2.06M0.05%-4,58913F-HRTimelineGroup
Savvy Advisors, Inc.7,372$2.04M0.07%-4113F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,352$2.04M0.58%+2013F-HRTimeline
New England Private Wealth Advisors LLC7,272$2.01M0.25%+6613F-HR/ATimeline
Leo Wealth, LLC7,174$1.99M0.14%new13F-HRTimeline
Tactive Advisors, LLC7,164$1.98M0.58%+36713F-HRTimeline
Meridian Wealth Management, LLC7,043$1.95M0.07%-1713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,990$1.94M0.12%-62113F-HRTimelineGroup
Mason & Associates, LLC6,983$1.93M0.44%-44613F-HRTimeline
Cornerstone Planning Group LLC6,982$1.93M0.3%-35613F-HRTimeline
Decker Retirement Planning Inc.6,935$1.92M0.95%+52113F-HRTimeline
Ciovacco Capital Management LLC6,916$1.92M0.96%+2213F-HRTimeline
Mayflower Financial Advisors, LLC6,870$1.9M0.23%-713F-HRTimeline
Centennial Advisors, LLC6,805$1.88M2.45%13F-HRTimeline
Coppell Advisory Solutions LLC6,734$1.88M0.18%+9913F-HRTimeline
Wick Capital Partners, LLC6,677$1.85M0.33%-613F-HR/ATimeline
MAI Capital Management6,661$1.84M0.01%+3,64813F-HRTimeline
SageView Advisory Group, LLC6,497$1.8M0.06%-48713F-HRTimeline
Vantage Financial Partners, LLC6,336$1.75M0.36%-16213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,312$1.75M<0.01%-19,01613F-HRTimeline
WBH ADVISORY INC6,218$1.72M0.13%+4413F-HRTimeline
Caprock Group, LLC6,125$1.7M0.04%-5,17313F-HRTimeline
FLP Wealth Management, LLC6,019$1.67M3.95%+62313F-HR/ATimeline
Tailwinds Wealth, LLC5,963$1.65M1.78%13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC5,962$1.65M0.03%+1,71013F-HRTimelineGroup
Sequoia Financial Advisors, LLC5,420$1.5M0.01%+13713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,358$1.48M<0.01%-28713F-HRTimelineGroup
BCGM Wealth Management, LLC5,271$1.46M0.37%+413F-HRTimeline
Legacy Edge Advisors, LLC5,250$1.45M0.16%-28413F-HRTimeline
PATTEN & PATTEN INC/TN5,221$1.45M0.08%013F-HRTimeline
Fortitude Family Office, LLC5,220$1.45M0.34%013F-HRTimeline
Lloyd Advisory Services, LLC.5,134$1.42M0.55%-5,15613F-HRTimeline
MBL Wealth, LLC5,110$1.42M0.11%013F-HRTimeline
SMART Wealth LLC5,110$1.42M0.43%+20813F-HRTimeline
Wedmont Private Capital5,037$1.4M0.05%-38013F-HRTimeline
Allworth Financial LP5,065$1.4M0.01%+26213F-HRTimeline
TruWealth Advisors, LLC5,024$1.39M0.07%+1813F-HRTimeline
Werba Rubin Papier Wealth Management5,024$1.39M0.38%013F-HRTimeline
Able Wealth Management LLC4,991$1.38M0.44%-54113F-HRTimeline
NewEdge Wealth, LLC4,944$1.37M0.02%+713F-HRTimeline
Landing Point Financial Group, LLC4,930$1.37M0.68%+27313F-HRTimeline
Rockport Wealth LLC4,846$1.34M0.26%-3,10613F-HRTimeline
Keating Financial Advisory Services, In…4,696$1.3M0.18%13F-HRTimeline
GeoWealth Management, LLC4,600$1.27M0.05%-66413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,583$1.27M<0.01%-9613F-HRTimelineGroup
Strategic Financial Concepts, LLC4,558$1.26M1.15%+2,35713F-HRTimeline
Sugar Maple Asset Management, LLC4,433$1.23M0.83%-1,44613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,423$1.22M<0.01%-1,52313F-HRTimelineGroup
Accurate Wealth Management, LLC4,289$1.19M0.15%-27513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,282$1.19M0.01%-29013F-HRTimelineGroup
Pallas Capital Advisors LLC4,271$1.18M0.04%013F-HRTimeline
Stewardship Advisors, LLC4,249$1.18M0.27%+2113F-HRTimeline
KERR FINANCIAL PLANNING Corp4,428$1.16M1.56%+26613F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,973$1.1M<0.01%+95213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.7,134$1.09M0.03%-28313F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC3,932$1.09M0.12%+1,00413F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA3,900$1.08M0.67%new13F-HRTimeline
Brooklyn Investment Group3,795$1.06M0.05%+2,61313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,830$1.06M<0.01%-19013F-HRTimelineGroup
Prospect Financial Services LLC3,768$1.04M0.6%-6313F-HRTimeline
Round Rock Advisors LLC3,727$1.03M0.16%-32013F-HR/ATimeline
Truvestments Capital LLC3,631$1.01M0.18%-2613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,627$1M0.01%-8,47913F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC3,610$1000K0.09%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.3,609$999K0.57%-113F-HRTimeline
Secure Asset Management, LLC3,581$992K0.16%+38513F-HRTimeline
Confluence Wealth Services, Inc.3,574$990K0.04%-22113F-HRTimeline
Redwood Financial Network Corp3,552$984K0.63%-14713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,495$968K0.06%new13F-HRTimeline
Sigma Planning Corp3,474$962K0.03%-28613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,451$956K0.07%013F-HRTimeline
Compass Financial Services Inc3,434$951K0.41%+113F-HRTimeline
Linden Thomas Advisory Services, LLC3,433$951K0.1%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,430$950K0.01%+23913F-HRTimelineGroup
Prospera Financial Services Inc3,423$949K0.02%+32013F-HRTimeline
Networth Advisors, LLC3,411$945K0.7%13F-HRTimeline
Merkkuri Wealth Advisors LLC3,382$937K0.64%+313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,355$929K0.02%+2013F-HRTimelineGroup
Optivise Advisory Services LLC3,337$924K0.53%+213F-HRTimeline
Larson Financial Group LLC3,269$905K0.03%+113F-HRTimeline
Darwin Wealth Management, LLC3,265$904K0.28%-12,26613F-HRTimeline
Advisory Alpha, LLC3,260$903K0.02%-33613F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV3,227$894K0.55%13F-HRTimeline
Tennessee Valley Asset Management Partn…3,198$886K0.11%-24313F-HRTimeline
Fisher Asset Management, LLC3,157$874K<0.01%+37813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,081$853K<0.01%+23013F-HRTimelineGroup
GenWealth Group, Inc.3,068$851K0.15%-18513F-HRTimeline
Founders Financial Alliance, LLC3,046$844K0.16%+413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,019$836K0.05%+113F-HRTimelineGroup
BALLAST ADVISORS LLC2,969$822K0.23%013F-HRTimeline
Quantinno Capital Management LP2,967$822K<0.01%+59513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,950$817K0.03%-12313F-HRTimelineGroup
Dynamic Advisor Solutions LLC2,919$808K0.03%-62813F-HRTimeline
Key Client Fiduciary Advisors, LLC2,888$800K0.28%+11113F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,847$788K0.01%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,800$775K0.05%013F-HRTimeline
Elm3 Financial Group, LLC2,767$766K0.64%-21313F-HRTimeline
Composition Wealth, LLC2,761$765K0.01%+1,11813F-HRTimeline
First Heartland Consultants, Inc.2,738$758K0.06%+11613F-HRTimeline
HBK Sorce Advisory LLC2,835$756K0.02%+63113F-HRTimeline
N.E.W. Advisory Services LLC2,722$754K0.06%+213F-HRTimeline
TCP Asset Management, LLC2,707$750K0.13%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,698$747K<0.01%+18613F-HRTimelineGroup
REAP Financial Group, LLC2,697$747K0.15%-11213F-HRTimeline
Daviman Financial, LLC2,670$739K0.43%13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…2,635$730K0.24%+10813F-HRTimelineGroup
SIMA Wealth Partners, LLC2,634$729K0.55%-5013F-HRTimeline
MONTAG A & ASSOCIATES INC2,548$706K0.03%-6213F-HRTimeline
Financial Engines Advisors L.L.C.2,543$704K<0.01%-19313F-HRTimeline
PTM WEALTH MANAGEMENT, LLC2,529$700K0.39%-913F-HRTimeline
ArchPoint Investors2,450$679K0.16%013F-HRTimeline
DIVERSIFIED TRUST CO2,436$675K0.01%013F-HRTimeline
Yoder Wealth Management, Inc.2,411$668K0.3%013F-HRTimeline
AMG National Trust Bank2,405$666K0.02%013F-HRTimeline
Stronghold Wealth Management L.L.C.2,399$664K0.98%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,369$656K<0.01%013F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC2,342$649K0.36%-313F-HRTimeline
American Trust2,332$646K0.05%-12113F-HRTimeline
HRC WEALTH MANAGEMENT, LLC2,301$637K0.31%+213F-HRTimeline
Vestmark Advisory Solutions, Inc.2,298$636K0.01%+82613F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,281$632K0.07%-18513F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC2,279$631K0.04%-213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,232$618K0.03%-3413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,214$613K0.02%+6613F-HR/ATimelineGroup
Triad Wealth Partners, LLC2,196$608K0.06%new13F-HRTimeline
Baltimore-Washington Financial Advisors…2,196$608K0.03%-10313F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV2,183$605K0.23%new13F-HRTimeline
Sowell Financial Services LLC2,179$603K0.02%+3913F-HRTimeline
FOCUSED ALPHA, LLC2,143$594K0.17%13F-HRTimeline
Revolve Wealth Partners, LLC2,126$589K0.07%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,125$589K0.19%+213F-HRTimeline
MidAtlantic Capital Management, Inc.2,123$588K0.38%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,116$586K<0.01%+4313F-HRTimelineGroup
Wealthspire Advisors, LLC2,077$575K<0.01%+34313F-HRTimeline
Capital Advisors Wealth Management, LLC2,069$573K0.08%+3613F-HRTimeline
Barnes Wealth Management Group, Inc2,052$568K0.3%+4313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,044$566K<0.01%-9,07913F-HR/ATimelineGroup
Safeguard Investment Advisory Group, LLC2,039$565K0.14%-64513F-HRTimeline
Beacon Financial Advisory LLC2,027$561K0.13%-14813F-HRTimeline
LifePlan Investment Advisors, Inc.2,023$560K0.23%-80513F-HRTimeline
Compound Planning, Inc.1,997$553K0.02%+77313F-HRTimeline
Cyr Financial Inc.1,967$545K0.34%-4013F-HRTimeline
Alpha Financial Partners LLC1,957$542K0.33%+213F-HRTimeline
Vise Technologies, Inc.1,910$529K0.01%+93313F-HRTimeline
Heritage Trust Co1,900$526K0.05%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC1,879$520K0.24%-8813F-HRTimeline
National Wealth Management Group, LLC1,870$518K0.18%-8713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,852$513K0.42%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,841$510K<0.01%013F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC1,841$510K0.03%013F-HRTimeline
Pine Valley Investments Ltd Liability Co1,827$506K0.03%+213F-HRTimeline
Integrated Advisors Network LLC1,811$502K0.02%-2513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,795$497K<0.01%013F-HRTimelineGroup