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Disclosery

IWY ISHARES TR

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RUS TP200 GR ETF (fund)

553 managers (559 13F filers) reported a position in IWY shares at 2025-03-31, 43,964,195 shares in all. 50 filers opened a position and 76 filers sold out during the quarter.

Managers
553
13F filers
559
New
50
Added
195
Reduced
213
Sold out
76
Shares held by filers
43,964,195

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MEMBERS WEALTH LLC1,452$306K0.23%+28813F-HRTimeline
PFG Advisors1,439$304K0.02%+313F-HRTimeline
BCU Wealth Advisors, LLC1,438$303K0.16%+113F-HRTimeline
Sandy Cove Advisors, LLC1,419$299K0.12%013F-HRTimeline
TRUE Private Wealth Advisors1,418$299K0.04%+213F-HRTimeline
Capital Advisors Wealth Management, LLC1,417$299K0.05%+51113F-HRTimeline
Goldstein Advisors, LLC1,416$299K0.04%013F-HRTimeline
DDD Partners, LLC1,410$297K0.04%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,409$297K0.03%-8013F-HR/ATimeline
Fiduciary Alliance LLC1,402$296K0.03%-4013F-HRTimeline
Novak & Powell Financial Services, Inc.1,400$295K0.18%new13F-HRTimeline
Kelly Financial Services LLC1,394$294K0.1%-6,43313F-HRTimeline
SMITH, MOORE & CO.1,356$286K0.03%+9513F-HRTimeline
Rooted Wealth Advisors, Inc.1,493$284K0.12%-2213F-HRTimeline
1832 Asset Management L.P.1,345$284K<0.01%+19513F-HRTimeline
AFT, FORSYTH & COMPANY, INC.1,344$283K0.15%-6913F-HRTimeline
Summit X, LLC1,316$277K0.06%-8513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,313$277K0.02%-25113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,282$270K<0.01%013F-HRTimelineGroup
CHEMUNG CANAL TRUST CO1,267$267K0.06%-11813F-HRTimeline
Smartleaf Asset Management LLC1,255$264K0.03%013F-HRTimeline
STOCK YARDS BANK & TRUST CO1,249$263K0.01%new13F-HRTimeline
IFG Advisory, LLC1,239$261K0.01%+31513F-HRTimeline
Pinnacle Financial Partners Inc1,238$261K0.01%013F-HRTimeline
Goelzer Investment Management, Inc.1,234$260K0.02%+31013F-HR/ATimeline
Parkside Financial Bank & Trust1,221$258K0.03%+41613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,200$253K<0.01%013F-HRTimeline
Apella Capital, LLC1,203$251K0.01%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,173$247K0.12%-8613F-HRTimeline
Confluence Wealth Services, Inc.1,205$246K0.02%-6613F-HRTimeline
Harvest Investment Services, LLC1,162$245K0.07%new13F-HRTimeline
Mason & Associates Inc1,153$243K0.06%013F-HRTimeline
United Advisor Group, LLC1,144$241K0.05%+6513F-HRTimeline
CALTON & ASSOCIATES, INC.1,132$239K0.05%-4613F-HR/ATimeline
Aptus Capital Advisors, LLC1,120$236K<0.01%-12313F-HRTimeline
D.A. DAVIDSON & CO.1,080$228K<0.01%013F-HRTimeline
Beaumont Financial Advisors, LLC1,076$227K0.02%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,065$226K0.02%-89413F-HR/ATimeline
FIDUCIARY FAMILY OFFICE, LLC1,065$225K0.07%new13F-HRTimeline
Alta Wealth Advisors LLC1,064$224K0.1%new13F-HRTimeline
WEDBUSH SECURITIES INC1,049$221K0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC1,044$220K0.01%-27313F-HRTimeline
MY Wealth Management Inc.1,036$219K0.21%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,038$218K0.03%-25013F-HRTimeline
Slagle Financial, LLC1,036$218K0.1%+4013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,033$218K<0.01%+96713F-HRTimelineGroup
Northwest Quadrant Wealth Management, L…1,025$216K0.05%013F-HRTimeline
Cannon Wealth Management Services, LLC995$216K0.19%-11313F-HRTimeline
PINNACLE ASSOCIATES LTD1,023$216K<0.01%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,023$216K0.02%new13F-HRTimeline
Americana Partners, LLC1,013$214K0.01%-40613F-HRTimeline
Beacon Pointe Advisors, LLC1,012$213K<0.01%+1513F-HRTimeline
CoreCap Advisors, LLC1,006$212K0.01%-3813F-HRTimeline
Operose Advisors LLC1,001$211K0.07%013F-HRTimeline
Fort Point Capital Partners LLC999$211K0.02%013F-HRTimeline
NFSG Corp993$209K0.05%-54513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC985$208K0.01%new13F-HRTimelineGroup
Avestar Capital, LLC979$207K0.02%-5,55713F-HRTimeline
Hobbs Group Advisors, LLC973$205K0.08%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC970$205K0.03%new13F-HRTimeline
Trademark Financial Management, LLC967$204K0.16%new13F-HRTimeline
World Investment Advisors953$201K0.01%-27,88513F-HRTimeline
Peachtree Investment Partners, LLC950$200K0.08%-4013F-HRTimeline
Parallel Advisors, LLC931$196K<0.01%+84313F-HRTimeline
Farther Finance Advisors, LLC870$185K<0.01%-84413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC817$172K<0.01%+3113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp801$169K0.01%-12813F-HRTimelineGroup
Rice Partnership, LLC790$167K0.03%013F-HRTimeline
Sound Income Strategies, LLC738$156K0.01%-31413F-HRTimeline
Brooklyn Investment Group714$151K0.03%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.702$148K0.01%+16913F-HRTimeline
Bullock Wealth Management Group669$142K0.08%-30613F-HRTimeline
MATHER GROUP, LLC.660$139K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.626$132K0.02%+1713F-HRTimeline
GPS Wealth Strategies Group, LLC626$132K0.02%-2013F-HRTimeline
EPG Wealth Management LLC626$132K0.04%+113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS614$130K<0.01%+23013F-HRTimelineGroup
Key Financial Inc602$127K0.03%013F-HRTimeline
BOK Financial Private Wealth, Inc.567$120K0.01%013F-HRTimeline
Blue Trust, Inc.548$116K<0.01%013F-HRTimeline
Smithfield Trust Co535$113K0.01%new13F-HRTimeline
FSC Wealth Advisors, LLC527$111K0.07%+113F-HRTimeline
Rialto Wealth Management, LLC500$105K0.03%013F-HRTimeline
Rosenberg Matthew Hamilton468$98.7K0.02%+19913F-HRTimeline
Beacon Capital Management, LLC450$94.9K0.01%+40013F-HRTimeline
Federation des caisses Desjardins du Qu…433$91.3K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB419$88.4K<0.01%-49913F-HRTimeline
Fairway Wealth LLC416$87.8K0.03%013F-HRTimeline
Cherry Tree Wealth Management, LLC415$87.5K0.02%013F-HRTimeline
Asset Dedication, LLC410$86.5K0.01%-14013F-HRTimeline
China Universal Asset Management Co., L…391$82.5K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.390$82.3K0.06%013F-HRTimeline
Cedar Mountain Advisors, LLC371$78.3K0.02%+29413F-HRTimeline
HM PAYSON & CO363$76.6K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC334$70.5K0.07%-6313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources317$66.9K<0.01%013F-HRTimelineGroup
New Republic Capital, LLC307$64.8K0.03%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC299$63.1K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.286$60.3K0.01%013F-HRTimeline
Mattson Financial Services, LLC255$53.8K0.02%013F-HRTimeline
Creekmur Asset Management LLC247$52.1K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc219$51.6K0.02%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.232$48.9K0.03%+23013F-HRTimeline
New Millennium Group LLC226$47.7K0.03%-3513F-HRTimeline
BOKF, NAin group BOKF, NA216$45.6K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC215$45.4K0.01%-22213F-HRTimeline
Sunbelt Securities, Inc.212$44.7K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.209$44K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC207$43.7K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.188$39.7K0.02%new13F-HRTimeline
CITY HOLDING CO185$39K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC181$38.2K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…172$36.3K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC171$36.1K<0.01%new13F-HRTimeline
BIRCHBROOK, INC.158$33.3K0.02%013F-HRTimeline
Salomon & Ludwin, LLC152$32.1K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.148$31.2K0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC138$29.1K0.01%-5313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC118$24.9K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC118$24.9K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.105$22.2K0.01%-2413F-HRTimeline
Financial Perspectives, Inc103$21.7K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…100$21.3K0.01%new13F-HRTimelineGroup
Mascoma Wealth Management LLC100$21.2K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…100$21.1K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC95$20K<0.01%+1013F-HRTimeline
Lindbrook Capital, LLC95$20K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC95$20K<0.01%-15713F-HRTimeline
Activest Wealth Management91$19.2K0.01%new13F-HRTimeline
West Branch Capital LLC87$18.4K0.01%-4613F-HRTimeline
Heritage Wealth Advisors83$17.5K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC80$16.9K<0.01%new13F-HR/ATimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP69$15K<0.01%+113F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC60$12.6K0.01%013F-HR/ATimeline
Bogart Wealth, LLC56$11.8K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/40$8.43K<0.01%013F-HRTimelineGroup
Flaharty Asset Management, LLC38$8.02K<0.01%new13F-HRTimeline
Dunhill Financial, LLC36$7.56K<0.01%013F-HRTimeline
Olistico Wealth, LLC34$7.19K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC31$6.54K<0.01%-513F-HRTimeline
Headlands Technologies LLC25$5.27K<0.01%new13F-HRTimeline
Cypress Capital Management LLC (WY)22$4.64K0.01%013F-HRTimeline
Byrne Asset Management LLC20$4.22K<0.01%013F-HRTimeline
Keystone Global Partners, LLC19$4.22K<0.01%13F-HRTimeline
LGT Financial Advisors LLC19$4.15K0.01%+713F-HRTimeline
Pacifica Partners Inc.20$4.05K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC19$4.01K<0.01%-59913F-HRTimelineGroup
Horizon Investments, LLC19$4.01K<0.01%013F-HRTimeline
Main Street Group, LTD14$2.95K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC13$2.74K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates3$633<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC2$422<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3,56113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.