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Disclosery

IWY ISHARES TR

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RUS TP200 GR ETF (fund)

673 managers (687 13F filers) reported a position in IWY shares at 2026-06-30, 44,419,160 shares in all. 75 filers opened a position and 32 filers sold out during the quarter.

Managers
673
13F filers
687
New
75
Added
227
Reduced
241
Sold out
32
Shares held by filers
44,419,160

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Cyr Financial Inc.1,947$566K0.29%-2313F-HRTimeline
Able Wealth Management LLC1,928$560K0.13%-1,20713F-HRTimeline
Harvest Investment Services, LLC1,919$558K0.09%+12613F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC1,917$556K0.41%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC1,899$552K0.13%+213F-HRTimeline
Pine Valley Investments Ltd Liability Co1,875$545K0.02%+4713F-HRTimeline
Rothschild Wealth LLC1,875$545K0.04%-213F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC1,873$544K0.36%-4,23713F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC1,872$544K0.23%new13F-HRTimeline
Mattson Financial Services, LLC1,913$543K0.11%+3813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,852$538K0.32%013F-HRTimeline
SEVEN MILE ADVISORY1,851$538K0.36%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,841$535K0.03%013F-HRTimeline
National Wealth Management Group, LLC1,834$533K0.16%-1313F-HRTimeline
Tennessee Valley Asset Management Partn…1,822$529K0.06%-36713F-HRTimeline
Integrated Advisors Network LLC1,811$526K0.02%013F-HRTimeline
LifePlan Investment Advisors, Inc.1,802$524K0.18%+11313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,795$522K<0.01%013F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…1,791$520K0.18%-75113F-HRTimeline
HighPoint Advisor Group LLC1,783$518K0.02%+3613F-HRTimeline
Prasad Wealth Partners, LLC1,780$517K0.12%+113F-HRTimeline
Joel Isaacson & Co., LLC1,778$517K0.01%+113F-HRTimeline
HBW ADVISORY SERVICES LLC1,761$512K0.05%+7513F-HRTimeline
IFG Advisory, LLC1,756$510K0.02%new13F-HRTimeline
Principle Wealth Partners LLC1,736$505K0.02%013F-HRTimeline
Strive Financial Group ,LLC1,722$500K0.22%-1313F-HR/ATimeline
INSTRUMENTAL WEALTH, LLC1,694$492K0.25%+1213F-HRTimeline
D.A. DAVIDSON & CO.1,692$492K<0.01%+46713F-HRTimeline
Comprehensive Financial Planning, Inc./…1,667$485K0.26%+213F-HRTimeline
Auxano Advisors, LLC1,660$482K0.09%-65313F-HRTimeline
HB Wealth Management, LLC1,627$473K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,619$471K0.04%-46713F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC1,614$469K0.17%-2413F-HRTimeline
Total Clarity Wealth Management, Inc.1,585$461K0.09%-8813F-HRTimeline
Arvest Bank Trust Division1,577$458K0.02%013F-HRTimeline
GWN SECURITIES INC.1,573$457K0.08%-18013F-HRTimeline
Proficio Capital Partners LLC1,565$455K0.02%+4013F-HRTimeline
LexAurum Advisors, LLC1,551$451K0.05%-1713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,530$445K0.03%013F-HRTimelineGroup
United Advisor Group, LLC1,525$443K0.05%+5813F-HRTimeline
Blom & Howell Financial Planning, Inc.1,487$432K0.36%-2613F-HRTimeline
NWF Advisory Services Inc.1,472$428K0.04%-2813F-HRTimeline
Rodgers & Associates, LTD1,471$428K0.04%013F-HRTimeline
Ethos Financial Group, LLC1,599$425K0.03%new13F-HRTimeline
Verum Partners LLC1,454$423K0.06%-4413F-HRTimeline
Krilogy Financial LLC1,453$422K0.01%+113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,451$422K0.01%+213F-HRTimeline
PFG Advisors1,444$420K0.02%+113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,427$415K0.02%013F-HRTimeline
TRUE Private Wealth Advisors1,424$414K0.04%+113F-HRTimeline
Sandy Cove Advisors, LLC1,419$412K0.1%013F-HRTimeline
DDD Partners, LLC1,410$410K0.03%013F-HRTimeline
BCU Wealth Advisors, LLC1,403$408K0.14%+213F-HRTimeline
Crestwood Advisors Group, LLC1,396$406K0.01%013F-HRTimeline
McKinley Carter Wealth Services, Inc.1,380$401K0.02%-34713F-HRTimeline
JFS WEALTH ADVISORS, LLC1,380$401K0.02%013F-HRTimeline
Novak & Powell Financial Services, Inc.1,380$401K0.19%013F-HRTimeline
Rooted Wealth Advisors, Inc.1,363$396K0.1%-1813F-HRTimeline
Retireful, LLC1,393$395K0.37%013F-HRTimeline
1832 Asset Management L.P.1,345$391K<0.01%013F-HRTimeline
Arax Advisory Partners1,342$390K<0.01%+1,12713F-HRTimeline
Kelly Financial Services LLC1,336$388K0.08%-113F-HRTimeline
Fermata Advisors, LLC1,333$387K0.08%-513F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,333$387K0.11%+17713F-HRTimeline
Parvin Asset Management, LLC1,330$387K0.31%013F-HRTimeline
MATHER GROUP, LLC.1,322$384K<0.01%+113F-HRTimeline
Operose Advisors LLC1,320$384K0.07%new13F-HRTimeline
Forefront Wealth Partners, LLC1,317$383K0.12%new13F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC1,305$379K0.06%013F-HRTimeline
Aptus Capital Advisors, LLC1,297$377K<0.01%+19013F-HRTimeline
Heck Capital Advisors, LLC1,285$373K0.02%-5,53513F-HRTimeline
Fiduciary Alliance LLC1,275$370K0.03%013F-HRTimeline
WEDBUSH SECURITIES INC1,273$370K0.01%+35913F-HRTimeline
AFT, FORSYTH & COMPANY, INC.1,272$370K0.18%+113F-HRTimeline
Independent Wealth Advisors LLC1,267$368K0.33%013F-HRTimeline
Carnegie Investment Counsel1,240$360K0.01%013F-HRTimeline
Astoria Portfolio Advisors LLC.1,234$359K0.06%new13F-HRTimeline
Private Wealth Group, LLC1,221$355K0.14%new13F-HRTimeline
TFO Wealth Partners, LLC1,219$354K0.04%+113F-HRTimeline
Parkside Financial Bank & Trust1,214$353K0.02%013F-HRTimeline
Tenzing Financial LLC1,226$353K0.24%new13F-HRTimeline
RiverGlades Family Offices LLC1,211$352K0.16%new13F-HRTimeline
MEMBERS WEALTH LLC1,203$350K0.19%-13113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,200$349K<0.01%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,194$347K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.1,194$347K<0.01%+1313F-HRTimeline
XY Planning Network, Inc.1,175$341K0.04%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,168$339K<0.01%+28513F-HRTimelineGroup
DUDLEY CAPITAL MANAGEMENT, LLC1,161$337K0.13%+2613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,157$336K<0.01%-1,01313F-HR/ATimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,153$335K<0.01%new13F-HRTimelineGroup
Rockport Wealth LLC1,150$334K0.06%013F-HRTimeline
Life Planning Partners, Inc1,142$332K0.25%013F-HRTimeline
Headlands Technologies LLC1,139$331K0.04%+29013F-HRTimeline
Moors & Cabot, Inc.1,137$330K0.01%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,136$330K0.02%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.1,123$326K0.08%+113F-HRTimeline
STOCK YARDS BANK & TRUST CO1,114$324K0.01%013F-HR/ATimeline
Smartleaf Asset Management LLC1,130$323K0.01%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC1,065$310K0.08%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,060$308K<0.01%-41413F-HRTimeline
Harbor Asset Planning, Inc.1,056$307K0.23%013F-HRTimeline
OBSIDIAN CIO, LLC1,042$303K0.23%-1813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,038$302K<0.01%+22813F-HR/ATimeline
Northwest Quadrant Wealth Management, L…1,030$299K0.06%+113F-HRTimeline
PINNACLE ASSOCIATES LTD1,023$297K<0.01%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,023$297K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,004$292K0.01%+18713F-HRTimelineGroup
Cannon Wealth Management Services, LLC995$289K0.16%013F-HRTimeline
CHEMUNG CANAL TRUST CO987$287K0.05%-28013F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …982$285K0.1%13F-HRTimeline
Avestar Capital, LLC979$285K0.02%new13F-HRTimeline
Mason & Associates Inc979$285K0.05%-18013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.976$284K0.03%-2113F-HRTimeline
MY Wealth Management Inc.968$281K0.2%-6813F-HRTimeline
Aprio Wealth Management, LLC968$281K0.01%+113F-HRTimeline
MANCHESTER FINANCIAL INC964$280K0.05%+9813F-HRTimeline
Gladstone Institutional Advisory LLC961$279K0.01%013F-HRTimeline
Americana Partners, LLC931$271K0.01%013F-HRTimeline
Pacific Sun Financial Corp927$269K0.11%-12413F-HRTimeline
Financial Council, LLC926$269K0.09%013F-HRTimeline
Coquina Private Wealth LLC924$269K0.18%013F-HRTimeline
CALTON & ASSOCIATES, INC.916$266K0.04%-34813F-HRTimeline
MW ADVISORY, LLC915$266K0.11%13F-HRTimeline
WEALTH ALLIANCE, LLC912$265K0.02%-2213F-HRTimeline
L & S Advisors Inc906$263K0.03%013F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC897$261K0.09%-12713F-HRTimeline
Snowden Capital Advisors LLC891$259K0.01%013F-HRTimeline
First National Trust Co880$256K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management879$256K0.01%-6,15813F-HRTimelineGroup
Slagle Financial, LLC867$252K0.08%-2013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,026$251K<0.01%new13F-HRTimeline
Centerpoint Advisory Group865$251K0.16%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV863$251K0.01%+2813F-HRTimeline
Rather & Kittrell, Inc.860$250K0.03%013F-HRTimeline
Quotient Wealth Partners, LLC858$249K0.01%new13F-HRTimeline
Legacy Financial Advisors, Inc.848$246K0.03%+2513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC847$246K0.01%-913F-HRTimeline
Goldstein Advisors, LLC846$246K0.02%-14813F-HRTimeline
Wisconsin Wealth Advisors, LLC844$245K0.21%new13F-HRTimeline
Haverford Trust Co842$245K<0.01%013F-HRTimeline
Persium Advisors, LLC837$243K0.16%013F-HR/ATimeline
NFSG Corp828$241K0.03%-9613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC826$240K0.04%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC824$239K<0.01%013F-HRTimeline
Bravias Capital Group, LLC823$239K0.14%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC822$239K<0.01%+70513F-HRTimelineGroup
Red Door Wealth Management, LLC820$238K0.02%+113F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV813$236K0.08%-6713F-HRTimeline
Sterling Investment Advisors, Ltd.810$235K0.04%013F-HRTimeline
WARNER FINANCIAL, INC809$235K0.07%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC806$234K<0.01%-2113F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT802$233K<0.01%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP800$232K<0.01%-301,20013F-HRTimelineGroup
Prostatis Group LLC799$232K0.05%new13F-HRTimeline
Cordatus Wealth Management LLC799$232K0.05%new13F-HRTimeline
Connecticut Wealth Management, LLC798$232K0.01%new13F-HRTimeline
Partners in Financial Planning796$231K0.04%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC791$230K0.04%new13F-HRTimeline
Rice Partnership, LLC790$230K0.03%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co783$228K<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …777$226K<0.01%new13F-HRTimelineGroup
Family Investment Center, Inc.774$225K0.04%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding760$221K+124Timeline
CWA Asset Management Group, LLC753$219K0.01%new13F-HRTimeline
Peachtree Investment Partners, LLC750$218K0.07%new13F-HRTimeline
WILLNER & HELLER, LLC749$218K0.14%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC744$216K0.01%-11713F-HRTimeline
Sound Income Strategies, LLC741$215K0.01%-1213F-HRTimeline
PUREfi Wealth, LLC739$215K0.12%new13F-HRTimeline
Ring Mountain Capital, LLC739$215K0.09%new13F-HRTimeline
Root Financial Partners, LLC736$214K0.01%+64813F-HRTimeline
Cedar Wealth Management, LLC722$210K0.05%new13F-HRTimeline
Valeo Financial Advisors, LLC721$209K<0.01%new13F-HRTimeline
IFG Advisors, LLC712$207K0.03%new13F-HRTimeline
CFC Planning Co LLC710$206K0.12%new13F-HRTimeline
MBE Wealth Management, LLC708$206K0.07%new13F-HRTimeline
Quantbot Technologies LP701$204K0.01%new13F-HRTimeline
Kinetic Wealth Investment Advisors LLC699$203K0.1%13F-HRTimeline
CIBC WORLD MARKET INC.697$203K<0.01%new13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…694$202K0.02%new13F-HRTimeline
TCV Trust & Wealth Management, Inc.694$202K0.02%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.682$198K0.01%-42213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC641$186K<0.01%-13113F-HRTimelineGroup
Cassaday & Co Wealth Management LLC615$179K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC606$176K0.02%013F-HRTimeline
Clearstead Advisors, LLC582$169K<0.01%013F-HRTimeline
Key Financial Inc564$164K0.03%013F-HRTimeline
Acropolis Investment Management, LLC561$163K0.01%013F-HR/ATimeline
Center for Financial Planning, Inc.559$162K0.02%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …560$159K<0.01%+34613F-HRTimelineGroup
Commonwealth Retirement Investments LLC534$155K0.04%new13F-HRTimeline
Smithfield Trust Co535$155K0.01%013F-HRTimeline
Go Invest LLC521$151K0.04%+313F-HRTimeline
Rialto Wealth Management, LLC500$145K0.03%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp499$145K0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton429$125K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/427$124K<0.01%-1,67213F-HRTimelineGroup
Cherry Tree Wealth Management, LLC415$121K0.02%013F-HRTimeline
Asset Dedication, LLC410$119K0.01%013F-HRTimeline