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Disclosery

IWY ISHARES TR

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RUS TP200 GR ETF (fund)

582 managers (589 13F filers) reported a position in IWY shares at 2024-12-31, 49,758,494 shares in all. 74 filers opened a position and 29 filers sold out during the quarter.

Managers
582
13F filers
589
New
74
Added
218
Reduced
160
Sold out
29
Shares held by filers
49,758,494

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
EP Wealth Advisors, LLC1,644$387K<0.01%+21113F-HRTimeline
Rodgers & Associates, LTD1,638$385K0.05%-11713F-HRTimeline
TUDOR INVESTMENT CORP ET AL1,636$385K<0.01%-2,43813F-HRTimeline
Verum Partners LLC1,634$385K0.11%+113F-HRTimeline
LexAurum Advisors, LLC1,607$378K0.07%-32313F-HRTimeline
FC Advisory LLC1,589$374K0.13%-313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,564$368K0.03%013F-HRTimeline
NFSG Corp1,538$362K0.09%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,530$360K0.03%013F-HRTimelineGroup
Prospect Financial Services LLC1,527$359K0.2%new13F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC1,527$359K0.07%+213F-HRTimeline
Rooted Wealth Advisors, Inc.1,515$358K0.14%-1513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,489$350K0.03%new13F-HR/ATimeline
CHILTON INVESTMENT CO INC.1,485$349K0.01%+46713F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,461$344K0.05%-30013F-HRTimelineGroup
ZIMMERMANN INVESTMENT MANAGEMENT & PLAN…1,445$340K14.99%-83,06013F-HRTimeline
Fiduciary Alliance LLC1,442$339K0.03%+6513F-HRTimeline
MANCHESTER FINANCIAL INC1,440$339K0.07%new13F-HRTimeline
Qube Research & Technologies Ltd1,439$339K<0.01%+34713F-HRTimeline
BCU Wealth Advisors, LLC1,437$338K0.19%+213F-HRTimeline
PFG Advisors1,436$338K0.02%+113F-HRTimeline
MERIDIAN MANAGEMENT CO1,421$334K0.09%013F-HRTimeline
Americana Partners, LLC1,419$334K0.01%new13F-HRTimeline
Sandy Cove Advisors, LLC1,419$334K0.13%013F-HRTimeline
TRUE Private Wealth Advisors1,416$333K0.04%+213F-HRTimeline
Goldstein Advisors, LLC1,416$333K0.05%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.1,413$332K0.16%+113F-HRTimeline
DDD Partners, LLC1,410$332K0.04%013F-HRTimeline
INSTRUMENTAL WEALTH, LLC1,399$331K0.31%-64713F-HRTimeline
Summit X, LLC1,401$330K0.07%+2113F-HRTimeline
CHEMUNG CANAL TRUST CO1,385$326K0.07%-19513F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…1,370$322K0.13%+2313F-HRTimelineGroup
WMS Partners, LLC1,361$320K0.02%013F-HRTimeline
Lion Street Advisors, LLC1,328$312K0.1%new13F-HRTimeline
Gladstone Institutional Advisory LLC1,317$310K0.01%-713F-HRTimeline
Confluence Wealth Services, Inc.1,271$309K0.02%-4113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,288$303K0.04%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,282$302K<0.01%013F-HRTimelineGroup
Whitegate Investment Counselors, Inc.1,272$299K0.1%+313F-HRTimeline
Virtue Capital Management, LLC1,265$298K0.06%new13F-HRTimeline
Smartleaf Asset Management LLC1,255$298K0.03%013F-HRTimeline
SMITH, MOORE & CO.1,261$297K0.03%+18613F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,259$296K0.11%13F-HRTimeline
Arete Wealth Advisors, LLC1,244$293K0.02%new13F-HRTimeline
Aptus Capital Advisors, LLC1,243$292K<0.01%+83913F-HRTimeline
Pinnacle Financial Partners Inc1,238$291K0.01%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC1,221$287K0.07%new13F-HRTimelineGroup
Apella Capital, LLC1,203$283K0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,200$282K<0.01%013F-HR/ATimeline
MEMBERS WEALTH LLC1,164$278K0.21%13F-HRTimeline
CALTON & ASSOCIATES, INC.1,178$277K0.12%new13F-HRTimeline
Mason & Associates Inc1,153$271K0.06%013F-HRTimeline
1832 Asset Management L.P.1,150$271K<0.01%013F-HRTimeline
Trexquant Investment LP1,111$261K<0.01%new13F-HRTimeline
Cannon Wealth Management Services, LLC1,108$261K0.23%013F-HRTimeline
Linden Thomas Advisory Services, LLC1,090$256K0.03%new13F-HRTimeline
D.A. DAVIDSON & CO.1,080$254K<0.01%new13F-HRTimeline
United Advisor Group, LLC1,079$254K0.05%+16113F-HRTimeline
Beaumont Financial Advisors, LLC1,076$253K0.02%-1,35013F-HRTimeline
Sound Income Strategies, LLC1,052$248K0.02%-12513F-HRTimeline
CoreCap Advisors, LLC1,044$246K0.01%+9113F-HRTimeline
MY Wealth Management Inc.1,036$244K0.24%-1913F-HRTimeline
Northwest Quadrant Wealth Management, L…1,025$241K0.05%+113F-HRTimeline
Freedom Investment Management, Inc.1,013$238K0.02%new13F-HRTimeline
Operose Advisors LLC1,001$236K0.08%-21713F-HRTimeline
Fort Point Capital Partners LLC999$235K0.03%013F-HRTimeline
Beacon Pointe Advisors, LLC997$235K<0.01%+113F-HRTimeline
Slagle Financial, LLC996$234K0.11%-3713F-HRTimeline
Prospera Financial Services Inc993$234K0.01%-3013F-HRTimeline
Peachtree Investment Partners, LLC990$233K0.09%-25013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp979$230K<0.01%new13F-HRTimelineGroup
Bullock Wealth Management Group975$229K0.13%-7213F-HRTimeline
HB Wealth Management, LLC975$229K<0.01%new13F-HRTimeline
Aprio Wealth Management, LLC971$228K0.03%+2713F-HRTimeline
Rothschild Wealth LLC955$225K0.07%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp929$219K0.01%013F-HRTimelineGroup
Financial Council, LLC926$218K0.11%013F-HRTimeline
IFG Advisory, LLC924$217K0.01%new13F-HRTimeline
Goelzer Investment Management, Inc.924$217K0.01%new13F-HRTimeline
BlueChip Wealth Advisors LLC924$217K0.12%013F-HRTimeline
Ledyard National Bank920$216K0.02%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB918$216K0.01%-4113F-HRTimeline
Capital Advisors Wealth Management, LLC906$213K0.04%new13F-HRTimeline
OneDigital Investment Advisors LLC904$213K<0.01%new13F-HRTimeline
Nicholas Wealth, LLC.917$212K0.12%-19413F-HRTimeline
L & S Advisors Inc903$212K0.02%new13F-HRTimeline
Pacific Sun Financial Corp902$212K0.12%new13F-HRTimeline
First National Trust Co880$207K0.01%new13F-HRTimeline
WEALTH ALLIANCE, LLC879$207K0.02%new13F-HRTimeline
GWN SECURITIES INC.874$207K0.06%13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV876$206K0.08%+113F-HRTimeline
Rather & Kittrell, Inc.860$202K0.05%new13F-HRTimeline
Bravias Capital Group, LLC848$202K0.16%13F-HRTimeline
Parkside Financial Bank & Trust805$189K0.03%+15013F-HRTimeline
Rice Partnership, LLC790$186K0.04%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC786$185K<0.01%-14713F-HRTimeline
Caitlin John, LLC719$169K0.11%013F-HRTimeline
Raleigh Capital Management Inc.675$159K0.06%013F-HRTimeline
MATHER GROUP, LLC.660$155K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC650$153K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC646$152K0.02%-1613F-HRTimeline
EPG Wealth Management LLC625$147K0.04%-3913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC618$145K<0.01%+59913F-HRTimelineGroup
Center for Financial Planning, Inc.609$143K0.02%-913F-HRTimeline
Key Financial Inc602$142K0.03%013F-HRTimeline
BOK Financial Private Wealth, Inc.567$133K0.01%-80613F-HRTimeline
Asset Dedication, LLC550$129K0.01%013F-HRTimeline
Blue Trust, Inc.548$129K<0.01%new13F-HR/ATimeline
CENTAURUS FINANCIAL, INC.533$125K0.01%-1113F-HRTimeline
FSC Wealth Advisors, LLC526$124K0.08%013F-HRTimeline
Rialto Wealth Management, LLC500$118K0.04%13F-HRTimeline
Park Square Financial Group, LLC490$115K0.08%13F-HRTimeline
Continuum Advisory, LLC437$103K0.01%+23213F-HRTimeline
Federation des caisses Desjardins du Qu…433$102K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.422$100K0.07%+3813F-HRTimeline
Fairway Wealth LLC416$97.9K0.04%013F-HRTimeline
Cherry Tree Wealth Management, LLC415$97.6K0.02%-30013F-HRTimeline
Capital A Wealth Management, LLC397$93.4K0.16%13F-HRTimeline
China Universal Asset Management Co., L…391$92K0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.390$91.7K0.06%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS384$90.3K<0.01%-49,64213F-HRTimelineGroup
HM PAYSON & CO363$85.5K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…340$80K<0.01%-1,71813F-HRTimelineGroup
Truvestments Capital LLC320$75.3K0.02%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources317$74.6K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC299$70.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEST PACES ADVISORS INC.286$67.3K0.02%013F-HRTimeline
Castleview Partners, LLC287$67.2K0.04%+213F-HR/ATimeline
Rosenberg Matthew Hamilton269$63.3K0.02%+10713F-HRTimeline
New Millennium Group LLC261$61.4K0.04%+8613F-HRTimeline
SIMPLEX TRADING, LLC252$59K<0.01%-3813F-HRTimeline
Creekmur Asset Management LLC247$58.1K0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.238$56.7K0.04%new13F-HRTimeline
Mattson Financial Services, LLC255$56.1K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc219$51.6K0.02%+4413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BOKF, NAin group BOKF, NA216$50.3K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.212$50.2K<0.01%+113F-HRTimeline
HHM Wealth Advisors, LLC207$48.7K0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC191$44.9K0.02%-3013F-HRTimeline
CITY HOLDING CO185$43.5K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC181$42.6K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…172$40.5K<0.01%+12713F-HRTimelineGroup
BIRCHBROOK, INC.158$37.2K0.02%new13F-HRTimeline
Salomon & Ludwin, LLC152$35.8K<0.01%-413F-HRTimeline
DHJJ Financial Advisors, Ltd.148$34.8K0.01%+14413F-HRTimeline
West Branch Capital LLC133$31.3K0.01%-6713F-HRTimeline
Cape Investment Advisory, Inc.129$30.4K0.01%+3813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC118$27.8K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC118$27.8K0.01%013F-HRTimeline
Financial Perspectives, Inc103$24.2K0.01%013F-HRTimeline
ORG Partners LLC100$23.6K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…100$23.5K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC95$22.4K<0.01%013F-HRTimeline
Parallel Advisors, LLC88$20.7K<0.01%+513F-HRTimeline
Anchor Investment Management, LLC85$20K<0.01%013F-HRTimeline
Heritage Wealth Advisors83$19.5K<0.01%new13F-HRTimeline
Accredited Wealth Management, LLC80$18.8K0.02%13F-HRTimeline
Cedar Mountain Advisors, LLC77$18.1K<0.01%013F-HRTimeline
WR Wealth Planners, LLC74$17.4K0.01%+213F-HRTimeline
Sandy Spring Bank70$16.5K<0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP68$16K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC66$15.5K<0.01%-12413F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC60$14K0.01%013F-HRTimeline
Beacon Capital Management, LLC50$11.8K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC49$10.8K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/40$9.41K<0.01%013F-HRTimelineGroup
PSI Advisors, LLC39$9.18K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC36$8.47K<0.01%-6213F-HRTimeline
Dunhill Financial, LLC36$8.43K<0.01%013F-HRTimeline
Olistico Wealth, LLC34$8.02K<0.01%013F-HRTimeline
Atlatl Advisers LLC33$7.76K<0.01%13F-HRTimeline
Synergy Investment Management, LLC26$6.12K<0.01%13F-HRTimeline
Cypress Capital Management LLC (WY)22$5.18K0.01%013F-HRTimeline
Byrne Asset Management LLC20$4.71K<0.01%013F-HRTimeline
Pacifica Partners Inc.20$4.68K<0.01%013F-HRTimeline
Horizon Investments, LLC19$4.47K<0.01%-613F-HRTimeline
Red Tortoise LLC13$3.06K<0.01%new13F-HRTimeline
Stephens Consulting, LLC13$3.06K<0.01%-3613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC13$3.06K<0.01%013F-HRTimeline
LGT Financial Advisors LLC12$2.89K0.01%+513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2$471<0.01%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC2$471<0.01%-313F-HRTimeline