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Disclosery

IWY ISHARES TR

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RUS TP200 GR ETF (fund)

633 managers (644 13F filers) reported a position in IWY shares at 2026-03-31, 47,311,587 shares in all. 43 filers opened a position and 44 filers sold out during the quarter.

Managers
633
13F filers
644
New
43
Added
268
Reduced
201
Sold out
44
Shares held by filers
47,311,587

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Curi Capital, LLC11,547$2.87M0.05%-4513F-HRTimeline
WCG Wealth Advisors LLC11,532$2.87M0.08%new13F-HRTimeline
Steward Partners Investment Advisory, L…11,445$2.85M0.01%+2,28613F-HRTimeline
Signal Advisors Wealth, LLC11,414$2.84M0.19%-19013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV11,400$2.84M2.44%+8513F-HRTimeline
Ashton Thomas Private Wealth, LLC11,322$2.82M0.07%-1,13313F-HRTimeline
Trivium Point Advisory, LLC11,271$2.8M0.51%-19,91513F-HRTimeline
Advisory Services Network, LLC11,246$2.8M0.04%-11413F-HRTimeline
Advyzon Investment Management, LLC11,160$2.78M0.25%+1,10213F-HRTimeline
Spectrum Advisors, Inc.11,152$2.77M2.19%13F-HRTimeline
BLAIR WILLIAM & CO/IL11,107$2.76M0.01%-71913F-HRTimeline
OneDigital Investment Advisors LLC11,093$2.76M0.03%+10,09313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,841$2.7M0.05%+47213F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC10,617$2.64M0.02%+2,05913F-HRTimeline
HRT FINANCIAL LP10,516$2.62M0.01%+9,31113F-HRTimeline
Foundations Investment Advisors, LLC10,267$2.55M0.03%-2,20813F-HRTimeline
Cresset Asset Management, LLC10,235$2.55M0.01%+19613F-HRTimeline
CWM, LLCin group CWM, LLC10,153$2.53M0.01%-21,59613F-HRTimelineGroup
&PARTNERS10,059$2.5M0.01%+15313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA9,992$2.49M0.01%-53113F-HRTimelineGroup
AdvisorNet Financial, Inc9,945$2.47M0.13%-1713F-HRTimeline
Whelan Financial9,672$2.41M0.75%-8713F-HRTimeline
AssuredPartners Investment Advisors, LLC9,523$2.4M0.26%-11,78013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,579$2.38M0.17%-11,20713F-HRTimeline
Inscription Capital, LLC9,557$2.38M0.25%+62113F-HRTimeline
PRIVATE TRUST CO NA9,159$2.28M0.2%+52913F-HRTimeline
SCS Capital Management LLC8,950$2.23M0.02%013F-HRTimeline
Focus Financial Network, Inc.8,876$2.21M0.08%-1,62613F-HRTimeline
Western Wealth Management, LLC8,833$2.2M0.08%+59513F-HR/ATimeline
Mutual Advisors, LLC8,691$2.16M0.05%-51313F-HRTimeline
Dana Investment Advisors, Inc.8,647$2.15M0.06%-58513F-HRTimeline
Venture Visionary Partners LLC8,631$2.15M0.07%+1013F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC8,630$2.15M1.39%+53113F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…8,626$2.15M1.44%+46713F-HRTimeline
DOVER ADVISORS, LLC8,583$2.14M0.88%-97313F-HRTimeline
Triad Wealth Partners, LLC8,514$2.12M0.17%+6,31813F-HRTimeline
Fingerlakes Wealth Management, Inc.8,457$2.1M1.4%+45013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,439$2.1M0.12%-54113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …8,411$2.09M0.02%-3113F-HRTimelineGroup
Midwest Trust Co8,405$2.09M0.03%+82213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,327$2.07M0.05%-14113F-HR/ATimeline
GTS SECURITIES LLC8,213$2.04M0.07%+6,47113F-HRTimeline
Arcadia Wealth Management, LLC8,022$2M0.72%-15113F-HRTimeline
Bawa N Mallick Trust8,000$1.99M0.82%-1,00813F-HRTimeline
Cornerstone Planning Group LLC6,988$1.97M0.26%+613F-HRTimeline
Post Resch Tallon Group Inc.7,793$1.96M1.58%-56013F-HRTimeline
Sovereign Financial Group, Inc.7,705$1.92M0.33%-5613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.7,590$1.89M0.08%-57813F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,352$1.83M0.51%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,309$1.82M<0.01%+99713F-HRTimeline
Decker Retirement Planning Inc.7,277$1.81M0.82%+34213F-HRTimeline
New England Private Wealth Advisors LLC7,092$1.76M0.2%-18013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,037$1.75M0.06%-3,08813F-HRTimelineGroup
Meridian Wealth Management, LLC6,989$1.74M0.06%-5413F-HRTimeline
Mayflower Financial Advisors, LLC6,982$1.74M0.21%+11213F-HRTimeline
Mason & Associates, LLC6,932$1.72M0.39%-5113F-HRTimeline
MAI Capital Management6,928$1.72M0.01%+26713F-HRTimeline
Tactive Advisors, LLC6,895$1.72M0.48%-26913F-HRTimeline
Strategic Financial Concepts, LLC6,892$1.71M0.42%+2,33413F-HRTimeline
Centennial Advisors, LLC6,874$1.71M2.18%+6913F-HRTimeline
FLP Wealth Management, LLC6,856$1.71M3.52%+83713F-HR/ATimeline
Heck Capital Advisors, LLC6,820$1.7M0.13%-67613F-HRTimeline
Wick Capital Partners, LLC6,677$1.66M0.3%013F-HRTimeline
Leo Wealth, LLC6,663$1.66M0.12%-51113F-HRTimeline
WBH ADVISORY INC6,523$1.64M0.12%+30513F-HRTimeline
Integrated Wealth Concepts LLC6,556$1.63M0.01%+5,44813F-HRTimeline
SageView Advisory Group, LLC6,470$1.61M0.06%-2713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,300$1.57M<0.01%+1,87713F-HRTimelineGroup
REDSTONE WEALTH MANAGEMENT, LLC6,110$1.52M1.21%-23,43613F-HRTimeline
Accurate Wealth Management, LLC5,701$1.49M0.18%+1,41213F-HRTimeline
Savvy Advisors, Inc.5,829$1.45M0.04%-1,54313F-HRTimeline
SMART Wealth LLC5,758$1.43M0.42%+64813F-HRTimeline
Landing Point Financial Group, LLC5,662$1.41M0.68%+73213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,576$1.39M0.08%-3,85013F-HRTimeline
Strategic Blueprint, LLC5,478$1.36M0.08%+3,97513F-HRTimeline
Sequoia Financial Advisors, LLC5,372$1.34M0.01%-4813F-HRTimeline
World Investment Advisors5,351$1.33M0.02%-13,15713F-HRTimeline
IHT Wealth Management, LLC5,317$1.32M0.03%-3,17013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,308$1.32M<0.01%+3,60613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,299$1.32M<0.01%-5913F-HRTimelineGroup
BCGM Wealth Management, LLC5,274$1.31M0.33%+313F-HRTimeline
Wedmont Private Capital5,037$1.3M0.04%013F-HRTimeline
PATTEN & PATTEN INC/TN5,221$1.3M0.08%013F-HRTimeline
Golden State Wealth Management, LLC5,199$1.29M0.14%-7,55913F-HRTimeline
KERR FINANCIAL PLANNING Corp4,606$1.28M0.9%+17813F-HR/ATimeline
TruWealth Advisors, LLC5,130$1.28M0.06%+10613F-HRTimeline
Legacy Edge Advisors, LLC5,100$1.27M0.13%-15013F-HRTimeline
Werba Rubin Papier Wealth Management5,011$1.25M0.17%-1313F-HRTimeline
MBL Wealth, LLC5,000$1.24M0.09%-11013F-HRTimeline
NewEdge Wealth, LLC4,937$1.23M0.01%-713F-HRTimeline
Allworth Financial LP4,819$1.2M<0.01%-24613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,769$1.19M0.01%+48713F-HRTimelineGroup
Keating Financial Advisory Services, In…4,763$1.19M0.19%+6713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,681$1.16M<0.01%+9813F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC4,656$1.16M0.14%+72413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,481$1.12M0.1%-2,50913F-HRTimelineGroup
Geneos Wealth Management Inc.4,367$1.09M0.03%-17,51913F-HRTimeline
GeoWealth Management, LLC4,343$1.08M0.04%-25713F-HRTimeline
Prospera Financial Services Inc4,331$1.08M0.02%+90813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,297$1.07M0.01%+86713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,280$1.07M0.02%-3,14413F-HRTimelineGroup
Pallas Capital Advisors LLC4,271$1.06M0.04%013F-HRTimeline
Stewardship Advisors, LLC4,241$1.06M0.24%-813F-HRTimeline
Orion Porfolio Solutions, LLC4,223$1.05M0.01%-12,73813F-HRTimeline
Sugar Maple Asset Management, LLC4,199$1.04M0.63%-23413F-HRTimeline
Brooklyn Investment Group4,169$1.04M0.03%+37413F-HRTimeline
Seros Financial, LLC4,137$1.03M0.66%-37,56913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,093$1.02M<0.01%+26313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,040$1.01M<0.01%+6713F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,787$942K0.04%new13F-HRTimelineGroup
Round Rock Advisors LLC3,742$931K0.14%+1513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,722$926K0.06%+27113F-HRTimeline
Truvestments Capital LLC3,713$924K0.17%+8213F-HRTimeline
Secure Asset Management, LLC3,675$915K0.14%+9413F-HRTimeline
Sigma Planning Corp3,666$912K0.03%+19213F-HRTimeline
Redwood Financial Network Corp3,660$911K0.6%+10813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,635$904K<0.01%+1,26613F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC3,610$898K0.09%013F-HR/ATimeline
Godshalk Welsh Capital Management, Inc.3,609$898K0.52%013F-HRTimeline
Compass Financial Services Inc3,435$855K0.37%+113F-HRTimeline
HBK Sorce Advisory LLC2,937$851K0.02%+10213F-HRTimeline
Merkkuri Wealth Advisors LLC3,384$842K0.56%+213F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV3,372$839K0.54%+14513F-HRTimeline
Quantinno Capital Management LP3,356$835K<0.01%+38913F-HRTimeline
Confluence Wealth Services, Inc.3,342$832K0.03%-23213F-HRTimeline
Optivise Advisory Services LLC3,337$830K0.5%013F-HRTimeline
Advisory Alpha, LLC3,306$823K0.02%+4613F-HRTimeline
Larson Financial Group LLC3,289$818K0.03%+2013F-HRTimeline
Networth Advisors, LLC3,269$813K0.57%-14213F-HRTimeline
Gibbs Wealth Management3,265$812K0.11%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,229$803K0.02%-12613F-HRTimelineGroup
Prospect Financial Services LLC3,208$798K0.49%-56013F-HRTimeline
FSA Advisors, Inc.3,189$794K0.52%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,175$790K0.04%+15613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,173$790K0.01%-45413F-HRTimelineGroup
Able Wealth Management LLC3,135$780K0.21%-1,85613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,081$767K<0.01%013F-HRTimelineGroup
GenWealth Group, Inc.3,055$760K0.13%-1313F-HRTimeline
Founders Financial Alliance, LLC3,047$758K0.14%+113F-HRTimeline
Mueller Wealth, LLC2,995$745K0.59%-26,48313F-HRTimeline
BALLAST ADVISORS LLC2,969$739K0.21%013F-HR/ATimeline
TOWER BRIDGE ADVISORS2,900$722K0.07%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC2,876$716K0.25%-1213F-HRTimeline
Darwin Wealth Management, LLC2,864$713K0.22%-40113F-HRTimeline
Dynamic Advisor Solutions LLC2,827$704K0.02%-9213F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.2,821$702K0.03%new13F-HR/ATimelineGroup
Apella Capital, LLC2,504$696K0.01%+73913F-HRTimeline
Composition Wealth, LLC2,766$688K0.01%+513F-HRTimeline
First Heartland Consultants, Inc.2,764$688K0.05%+2613F-HRTimeline
Parallel Advisors, LLC2,763$688K0.01%+1,46613F-HR/ATimeline
Elm3 Financial Group, LLC2,744$683K0.58%-2313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,698$671K<0.01%013F-HRTimelineGroup
REAP Financial Group, LLC2,697$671K0.13%013F-HRTimeline
Wealthspire Advisors, LLC2,670$664K0.01%+59313F-HRTimeline
SIMA Wealth Partners, LLC2,634$655K0.5%013F-HRTimeline
Fortitude Family Office, LLC2,610$649K0.15%-2,61013F-HRTimeline
Financial Engines Advisors L.L.C.2,559$637K<0.01%+1613F-HRTimeline
MONTAG A & ASSOCIATES INC2,548$634K0.03%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…2,542$632K0.19%+1,06613F-HRTimeline
PTM WEALTH MANAGEMENT, LLC2,502$631K0.33%-2713F-HRTimeline
N.E.W. Advisory Services LLC2,498$622K0.05%-22413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,457$611K<0.01%+1,10013F-HRTimelineGroup
ArchPoint Investors2,450$610K0.15%013F-HRTimeline
American Trust2,441$607K0.05%+10913F-HRTimeline
DIVERSIFIED TRUST CO2,436$606K0.01%013F-HRTimeline
Yoder Wealth Management, Inc.2,411$600K0.27%013F-HRTimeline
AMG National Trust Bank2,395$596K0.01%-1013F-HRTimeline
Stronghold Wealth Management L.L.C.2,384$593K0.9%-1513F-HRTimeline
Sowell Financial Services LLC2,365$588K0.02%+18613F-HRTimeline
Johnson Financial Group, LLC2,331$580K0.04%new13F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,319$577K0.31%-2313F-HRTimeline
HRC WEALTH MANAGEMENT, LLC2,316$576K0.27%+1513F-HRTimeline
Auxano Advisors, LLC2,313$576K0.11%-59,91213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC2,310$575K0.04%+3113F-HRTimeline
Vestmark Advisory Solutions, Inc.2,276$566K0.01%-2213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,242$557K0.01%+2813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC2,229$555K0.02%-313F-HRTimeline
TCP Asset Management, LLC2,229$555K0.07%-47813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,202$548K0.02%-74813F-HRTimelineGroup
Tennessee Valley Asset Management Partn…2,189$545K0.07%-1,00913F-HRTimeline
CoreCap Advisors, LLC2,173$541K0.02%+51313F-HRTimeline
FOCUSED ALPHA, LLC2,151$535K0.17%+813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,137$532K0.17%+1213F-HRTimeline
Revolve Wealth Partners, LLC2,126$529K0.07%013F-HRTimeline
Vise Technologies, Inc.1,910$529K0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.2,123$528K0.36%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,099$522K<0.01%-1713F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,086$519K0.06%-19513F-HRTimelineGroup
Barnes Wealth Management Group, Inc2,073$516K0.26%+2113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,170$510K<0.01%+12613F-HRTimelineGroup
Baltimore-Washington Financial Advisors…2,045$509K0.02%-15113F-HRTimeline
Beacon Financial Advisory LLC2,027$504K0.11%013F-HRTimeline
Daviman Financial, LLC2,026$504K0.3%-64413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,025$504K<0.01%new13F-HRTimelineGroup
Heritage Trust Co2,018$502K0.05%+11813F-HRTimeline
Hershey Financial Advisers, LLC2,016$502K0.43%new13F-HRTimeline
Capital Advisors Wealth Management, LLC1,996$497K0.07%-7313F-HRTimeline
Cyr Financial Inc.1,970$490K0.29%+313F-HRTimeline
Alpha Financial Partners LLC1,958$487K0.29%+113F-HRTimeline
AlphaCore Capital LLC1,914$476K0.01%+40513F-HRTimeline