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Disclosery

IWY ISHARES TR

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RUS TP200 GR ETF (fund)

566 managers (575 13F filers) reported a position in IWY shares at 2025-06-30, 44,978,340 shares in all. 67 filers opened a position and 52 filers sold out during the quarter.

Managers
566
13F filers
575
New
67
Added
205
Reduced
193
Sold out
52
Shares held by filers
44,978,340

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,765$372K0.15%13F-HRTimeline
AlphaCore Capital LLC1,509$372K0.01%-29613F-HRTimeline
D.A. DAVIDSON & CO.1,494$368K<0.01%+41413F-HRTimeline
LifePlan Investment Advisors, Inc.1,465$361K0.18%-17413F-HRTimeline
Rooted Wealth Advisors, Inc.1,448$360K0.12%-4513F-HRTimeline
BCU Wealth Advisors, LLC1,440$355K0.16%+213F-HRTimeline
GWN SECURITIES INC.1,421$352K0.07%-12,95213F-HRTimeline
Goelzer Investment Management, Inc.1,420$350K0.02%+18613F-HRTimeline
TRUE Private Wealth Advisors1,419$350K0.04%+113F-HRTimeline
Sandy Cove Advisors, LLC1,419$350K0.13%013F-HRTimeline
DDD Partners, LLC1,410$348K0.04%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,409$347K0.03%013F-HR/ATimeline
Fiduciary Alliance LLC1,403$346K0.03%+113F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co1,402$346K0.03%new13F-HRTimelineGroup
Novak & Powell Financial Services, Inc.1,400$345K0.24%013F-HRTimeline
Kelly Financial Services LLC1,391$343K0.1%-313F-HRTimeline
IFG Advisory, LLC1,376$339K0.02%+13713F-HRTimeline
United Advisor Group, LLC1,366$337K0.06%+22213F-HRTimeline
1832 Asset Management L.P.1,345$332K<0.01%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.1,344$331K0.04%-51113F-HRTimeline
Fermata Advisors, LLC1,343$331K0.09%-29613F-HRTimeline
WORLD EQUITY GROUP, INC.1,336$329K0.09%-8,39413F-HRTimeline
Smartleaf Asset Management LLC1,343$329K0.03%+8813F-HRTimeline
EVOKE WEALTH, LLC1,324$326K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,320$325K0.02%-1,61713F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.1,314$324K0.17%-3013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,313$324K0.02%013F-HRTimeline
HBW ADVISORY SERVICES LLC1,297$320K0.04%-38213F-HRTimeline
AMERIFLEX GROUP, INC.1,305$318K0.17%-1,01413F-HRTimeline
Summit X, LLC1,286$317K0.06%-3013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,282$316K<0.01%013F-HRTimelineGroup
Trexquant Investment LP1,268$313K<0.01%new13F-HRTimeline
CHEMUNG CANAL TRUST CO1,267$312K0.07%013F-HRTimeline
HB Wealth Management, LLC1,241$306K<0.01%-52013F-HRTimeline
Pinnacle Financial Partners Inc1,238$305K0.01%013F-HRTimeline
Brooklyn Investment Group1,235$304K0.04%+52113F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,228$303K<0.01%-1,08413F-HRTimelineGroup
Parkside Financial Bank & Trust1,221$301K0.03%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,220$301K<0.01%new13F-HRTimelineGroup
NWF Advisory Services Inc.1,217$300K0.04%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,200$296K<0.01%013F-HRTimeline
CALTON & ASSOCIATES, INC.1,196$295K0.05%+6413F-HRTimeline
Goldstein Advisors, LLC1,193$294K0.04%-22313F-HRTimeline
Blue Trust, Inc.1,181$291K<0.01%+63313F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,174$289K0.11%+113F-HRTimeline
Mason & Associates Inc1,157$285K0.07%+413F-HRTimeline
K.J. Harrison & Partners Inc1,138$281K0.05%new13F-HRTimeline
XY Planning Network, Inc.1,131$279K0.09%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,122$277K0.01%new13F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO1,114$275K0.01%-13513F-HRTimeline
Red Door Wealth Management, LLC1,113$274K0.03%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …1,106$273K<0.01%new13F-HRTimelineGroup
Stablepoint Partners, LLC1,100$271K0.05%new13F-HRTimeline
Aptus Capital Advisors, LLC1,090$269K<0.01%-3013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC1,065$263K0.09%013F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC1,064$262K0.11%-80613F-HRTimeline
Harbor Asset Planning, Inc.1,053$259K0.25%13F-HRTimeline
Northwest Quadrant Wealth Management, L…1,026$253K0.06%+113F-HRTimeline
PINNACLE ASSOCIATES LTD1,023$252K<0.01%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,023$252K0.02%013F-HRTimeline
Americana Partners, LLC1,013$250K0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC1,013$250K<0.01%+113F-HRTimeline
Gladstone Institutional Advisory LLC1,004$248K0.01%-4013F-HRTimeline
Operose Advisors LLC1,001$247K0.07%013F-HRTimeline
MY Wealth Management Inc.999$246K0.24%-3713F-HRTimeline
Cannon Wealth Management Services, LLC995$245K0.2%013F-HRTimeline
Vise Technologies, Inc.983$242K0.01%13F-HRTimeline
NorthCoast Asset Management LLC972$240K<0.01%new13F-HRTimeline
Parallel Advisors, LLC970$239K<0.01%+3913F-HRTimeline
NFSG Corp963$237K0.04%-3013F-HRTimeline
Trademark Financial Management, LLC961$237K0.14%-613F-HRTimeline
WEALTH ALLIANCE, LLC954$235K0.03%new13F-HRTimeline
Peachtree Investment Partners, LLC950$234K0.09%013F-HRTimeline
Aprio Wealth Management, LLC947$233K0.03%new13F-HRTimeline
Pacific Sun Financial Corp942$232K0.12%new13F-HRTimeline
MANCHESTER FINANCIAL INC934$230K0.05%new13F-HRTimeline
Slagle Financial, LLC933$230K0.09%-10313F-HRTimeline
Financial Council, LLC926$228K0.11%new13F-HRTimeline
BlueChip Wealth Advisors LLC924$228K0.1%new13F-HRTimeline
L & S Advisors Inc904$223K0.02%new13F-HRTimeline
WEDBUSH SECURITIES INC902$222K0.01%-14713F-HRTimeline
CoreCap Advisors, LLC896$221K0.01%-11013F-HRTimeline
Composition Wealth, LLC890$220K<0.01%new13F-HRTimeline
Nicholas Wealth, LLC.887$219K0.19%new13F-HR/ATimeline
First National Trust Co880$217K0.01%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV878$216K0.08%new13F-HRTimeline
Sound Income Strategies, LLC877$216K0.01%+13913F-HRTimeline
Rather & Kittrell, Inc.860$212K0.04%new13F-HRTimeline
Bravias Capital Group, LLC848$209K0.15%new13F-HRTimeline
Persium Advisors, LLC837$206K0.17%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC826$204K0.04%new13F-HRTimeline
Rice Partnership, LLC790$195K0.03%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…779$192K0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC727$179K<0.01%-9013F-HRTimeline
GPS Wealth Strategies Group, LLC691$170K0.02%+6513F-HRTimeline
CENTAURUS FINANCIAL, INC.683$168K0.01%-1913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors636$157K0.02%-82513F-HRTimelineGroup
Key Financial Inc602$148K0.03%013F-HRTimeline
BOK Financial Private Wealth, Inc.567$140K0.01%013F-HRTimeline
Center for Financial Planning, Inc.567$140K0.02%-5913F-HRTimeline
Smithfield Trust Co535$132K0.01%013F-HRTimeline
Qube Research & Technologies Ltd521$128K<0.01%-2,20213F-HRTimeline
Rialto Wealth Management, LLC500$123K0.03%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp499$123K0.01%-30213F-HRTimelineGroup
Rosenberg Matthew Hamilton468$115K0.03%013F-HRTimeline
Beacon Capital Management, LLC450$111K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…433$107K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB419$103K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC417$103K<0.01%+39813F-HRTimelineGroup
Fairway Wealth LLC416$103K0.03%013F-HRTimeline
Cherry Tree Wealth Management, LLC415$102K0.02%013F-HRTimeline
Asset Dedication, LLC410$101K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.391$96.2K0.07%+113F-HRTimeline
HM PAYSON & CO363$89.5K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC360$88.7K<0.01%-67313F-HRTimelineGroup
GW&K Investment Management, LLC344$85K<0.01%new13F-HRTimeline
New Republic Capital, LLC307$75.7K0.03%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC299$73.7K<0.01%013F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources290$71.5K<0.01%-2713F-HRTimelineGroup
Creekmur Asset Management LLC247$60.9K0.01%013F-HRTimeline
Bullock Wealth Management Group237$57.9K0.03%-43213F-HRTimeline
BOKF, NAin group BOKF, NA216$53.2K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC207$51K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.209$51K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.212$49.8K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.188$46.3K0.02%013F-HRTimeline
CITY HOLDING CO185$45.6K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…172$42.4K<0.01%013F-HRTimelineGroup
New Millennium Group LLC166$40.9K0.02%-6013F-HRTimeline
BIRCHBROOK, INC.158$38.9K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.148$36.5K0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC143$35.3K<0.01%new13F-HR/ATimeline
Richard W. Paul & Associates, LLC141$34.8K0.01%+313F-HRTimeline
ALERUS FINANCIAL NA118$29.1K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC118$29.1K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC118$29.1K0.01%013F-HRTimeline
Financial Perspectives, Inc103$25.4K0.01%013F-HRTimeline
Mascoma Wealth Management LLC101$24.8K0.01%+113F-HRTimeline
CENTRAL TRUST Co100$24.7K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…100$24.7K<0.01%013F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…100$24.4K0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC95$23.4K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS92$22.7K<0.01%-52213F-HRTimelineGroup
Activest Wealth Management91$22.5K0.01%013F-HRTimeline
Heritage Wealth Advisors83$20.5K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC80$19.8K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.77$19K0.01%-2813F-HRTimeline
Salomon & Ludwin, LLC76$18.7K<0.01%-7613F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP69$17K<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC63$15.5K<0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC60$14.7K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/40$9.86K<0.01%013F-HR/ATimelineGroup
Dunhill Financial, LLC35$8.83K<0.01%-113F-HRTimeline
Olistico Wealth, LLC34$8.41K<0.01%013F-HRTimeline
LGT Financial Advisors LLC26$6.4K0.02%+713F-HRTimeline
Cypress Capital Management LLC (WY)22$5.42K0.01%013F-HRTimeline
Byrne Asset Management LLC20$4.93K<0.01%013F-HRTimeline
Main Street Group, LTD14$3.45K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC13$3.21K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/11$2.71K<0.01%new13F-HRTimeline
Keystone Global Partners, LLC6$1.73K<0.01%-1313F-HRTimeline
Glass Jacobson Investment Advisors llc4$1.05K<0.01%-21513F-HRTimeline
Winch Advisory Services, LLC4$987<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates3$740<0.01%013F-HRTimeline
China Universal Asset Management Co., L…1$247<0.01%-39013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.