Skip to content
Disclosery

IWY ISHARES TR

Follow

RUS TP200 GR ETF (fund)

612 managers (620 13F filers) reported a position in IWY shares at 2025-09-30, 46,826,170 shares in all. 76 filers opened a position and 30 filers sold out during the quarter.

Managers
612
13F filers
620
New
76
Added
225
Reduced
192
Sold out
30
Shares held by filers
46,826,170

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
HBW ADVISORY SERVICES LLC1,685$461K0.05%+38813F-HRTimeline
Life Planning Partners, Inc1,679$459K0.34%013F-HRTimeline
Rothschild Wealth LLC1,674$458K0.1%-313F-HRTimeline
Comprehensive Financial Planning, Inc./…1,663$455K0.31%+213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,660$454K0.01%+213F-HRTimeline
INSTRUMENTAL WEALTH, LLC1,594$452K0.32%+2013F-HRTimeline
Composition Wealth, LLC1,643$450K0.01%+75313F-HRTimeline
Destination Wealth Management1,589$435K0.01%new13F-HRTimeline
LexAurum Advisors, LLC1,554$425K0.06%+113F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC1,530$419K0.08%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,530$419K0.03%013F-HRTimelineGroup
Krilogy Financial LLC1,488$418K0.02%new13F-HRTimeline
Harvest Investment Services, LLC1,528$418K0.08%-113F-HRTimeline
LIBRA WEALTH LLC1,525$417K0.13%013F-HRTimeline
Rodgers & Associates, LTD1,513$414K0.04%-12513F-HRTimeline
AlphaCore Capital LLC1,509$413K0.01%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,500$410K<0.01%-293,00013F-HRTimelineGroup
Verum Partners LLC1,495$409K0.09%-14313F-HRTimeline
D.A. DAVIDSON & CO.1,494$409K<0.01%013F-HRTimeline
Vestmark Advisory Solutions, Inc.1,472$403K0.01%new13F-HRTimeline
PFG Advisors1,443$395K0.02%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,439$394K0.05%new13F-HRTimeline
BCU Wealth Advisors, LLC1,439$394K0.16%-113F-HRTimeline
United Advisor Group, LLC1,435$393K0.05%+6913F-HRTimeline
Rooted Wealth Advisors, Inc.1,429$392K0.12%-1913F-HRTimeline
TRUE Private Wealth Advisors1,420$389K0.04%+113F-HRTimeline
Sandy Cove Advisors, LLC1,419$388K0.12%013F-HRTimeline
MEMBERS WEALTH LLC1,402$386K0.24%13F-HRTimeline
DDD Partners, LLC1,410$386K0.02%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,409$386K0.03%013F-HR/ATimeline
Fiduciary Alliance LLC1,403$384K0.03%013F-HRTimeline
Novak & Powell Financial Services, Inc.1,400$383K0.2%013F-HRTimeline
Financial Advocates Investment Manageme…1,394$381K0.21%-62213F-HRTimeline
Headlands Technologies LLC1,388$380K0.03%-83713F-HRTimeline
IFG Advisory, LLC1,376$377K0.02%013F-HRTimeline
Smartleaf Asset Management LLC1,383$376K0.02%+4013F-HRTimeline
1832 Asset Management L.P.1,345$368K<0.01%013F-HRTimeline
Fermata Advisors, LLC1,342$367K0.09%-113F-HRTimeline
HB Wealth Management, LLC1,341$367K<0.01%+10013F-HRTimeline
apricus wealth, LLC1,340$367K0.2%new13F-HRTimeline
EVOKE WEALTH, LLC1,325$363K0.01%+113F-HRTimeline
AFT, FORSYTH & COMPANY, INC.1,311$359K0.17%-313F-HRTimeline
CHEMUNG CANAL TRUST CO1,267$347K0.07%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,247$341K0.01%+12513F-HRTimelineGroup
Carnegie Investment Counsel1,240$339K0.01%-55913F-HRTimeline
Pinnacle Financial Partners Inc1,238$339K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC1,234$338K0.01%+33213F-HRTimeline
Compound Planning, Inc.1,224$335K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust1,221$334K0.03%013F-HRTimeline
NWF Advisory Services Inc.1,219$333K0.04%+213F-HRTimeline
FC Advisory LLC1,218$333K0.1%-37113F-HRTimeline
TFO Wealth Partners, LLC1,218$333K0.05%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,200$328K<0.01%new13F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,200$328K<0.01%013F-HRTimeline
Blue Trust, Inc.1,181$323K<0.01%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,183$323K0.11%+913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,179$323K<0.01%-4913F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …1,169$320K<0.01%+6313F-HRTimelineGroup
CoreCap Advisors, LLC1,158$317K0.01%+26213F-HRTimeline
Mason & Associates Inc1,158$317K0.06%+113F-HRTimeline
Mattson Financial Services, LLC1,154$316K0.08%new13F-HRTimeline
Moors & Cabot, Inc.1,137$311K0.01%-54913F-HRTimeline
CALTON & ASSOCIATES, INC.1,136$311K0.05%-6013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,116$305K0.02%-19713F-HRTimeline
STOCK YARDS BANK & TRUST CO1,114$305K0.01%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.1,112$304K0.03%-23213F-HRTimeline
CENTAURUS FINANCIAL, INC.1,104$302K0.01%+42113F-HRTimeline
Stablepoint Partners, LLC1,100$301K0.05%013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC1,100$301K0.14%new13F-HRTimeline
Aptus Capital Advisors, LLC1,070$293K<0.01%-2013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC1,065$291K0.08%013F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC1,064$291K0.11%013F-HRTimeline
Brooklyn Investment Group1,182$289K0.04%-5313F-HR/ATimeline
Harbor Asset Planning, Inc.1,053$288K0.26%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,030$282K<0.01%+30313F-HRTimeline
Northwest Quadrant Wealth Management, L…1,027$281K0.06%+113F-HRTimeline
PINNACLE ASSOCIATES LTD1,023$280K<0.01%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,023$280K0.02%013F-HRTimeline
XY Planning Network, Inc.1,131$279K0.09%013F-HRTimeline
Americana Partners, LLC1,013$277K0.01%013F-HRTimeline
Goldstein Advisors, LLC1,013$277K0.03%-18013F-HRTimeline
Gladstone Institutional Advisory LLC1,005$275K0.01%+113F-HRTimeline
MY Wealth Management Inc.999$273K0.24%013F-HRTimeline
Cannon Wealth Management Services, LLC995$272K0.21%013F-HRTimeline
Avestar Capital, LLC979$268K0.02%new13F-HRTimeline
Vise Technologies, Inc.977$267K0.01%-613F-HRTimeline
NorthCoast Asset Management LLC972$266K<0.01%013F-HRTimeline
Parallel Advisors, LLC960$263K<0.01%-1013F-HRTimeline
Trademark Financial Management, LLC959$262K0.15%-213F-HRTimeline
WEALTH ALLIANCE, LLC954$261K0.03%013F-HRTimeline
Peachtree Investment Partners, LLC950$260K0.09%013F-HRTimeline
Aprio Wealth Management, LLC948$259K0.03%+113F-HRTimeline
Csenge Advisory Group948$259K0.01%new13F-HRTimeline
Pacific Sun Financial Corp942$258K0.12%013F-HRTimeline
Financial Council, LLC926$253K0.11%013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…917$251K0.11%new13F-HRTimeline
NFSG Corp908$248K0.04%-5513F-HRTimeline
Slagle Financial, LLC906$248K0.09%-2713F-HRTimeline
L & S Advisors Inc904$247K0.02%013F-HRTimeline
Colonial River Investments, LLC895$245K0.09%new13F-HRTimeline
Trexquant Investment LP888$243K<0.01%-38013F-HRTimeline
First National Trust Co880$241K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV879$240K0.09%+113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.876$240K<0.01%-2,69813F-HRTimelineGroup
Haverford Trust Co861$236K<0.01%new13F-HRTimeline
MANCHESTER FINANCIAL INC860$235K0.05%-7413F-HRTimeline
Rather & Kittrell, Inc.860$235K0.04%013F-HRTimeline
Bravias Capital Group, LLC848$232K0.16%013F-HRTimeline
Persium Advisors, LLC837$229K0.17%013F-HRTimeline
Mason Investment Advisory Services, Inc.828$227K0.01%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC826$226K0.05%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC823$225K0.01%new13F-HRTimeline
Red Door Wealth Management, LLC817$224K0.02%-29613F-HRTimeline
Sterling Investment Advisors, Ltd.810$222K0.04%new13F-HRTimeline
Cordatus Wealth Management LLC799$219K0.05%new13F-HRTimeline
Rice Partnership, LLC790$216K0.03%013F-HRTimeline
Sunbelt Securities, Inc.786$215K0.01%+57413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co783$214K<0.01%new13F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV780$213K0.04%new13F-HRTimeline
Family Investment Center, Inc.774$212K0.04%new13F-HRTimeline
Centerpoint Advisory Group765$209K0.16%new13F-HRTimeline
Hobbs Group Advisors, LLC764$209K0.07%new13F-HRTimeline
Clearstead Advisors, LLC764$209K<0.01%new13F-HRTimeline
Wisconsin Wealth Advisors, LLC756$207K0.2%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO753$206K<0.01%new13F-HRTimeline
CWA Asset Management Group, LLC753$206K0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC752$206K<0.01%new13F-HRTimelineGroup
TILIA FIDUCIARY PARTNERS, INC.749$205K0.12%new13F-HRTimeline
WILLNER & HELLER, LLC747$204K0.16%new13F-HRTimeline
EASTERN BANK716$196K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC688$188K0.02%-313F-HRTimeline
MATHER GROUP, LLC.660$181K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC641$175K<0.01%-64113F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors636$174K0.02%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC606$166K0.02%new13F-HRTimeline
Center for Financial Planning, Inc.567$155K0.02%013F-HRTimeline
Smithfield Trust Co535$147K0.01%013F-HRTimeline
ALERUS FINANCIAL NA512$140K0.01%+39413F-HRTimeline
BOK Financial Private Wealth, Inc.508$139K0.01%-5913F-HRTimeline
Rialto Wealth Management, LLC500$137K0.04%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp499$137K0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC451$125K0.01%-42613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…450$123K0.01%-87013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…433$118K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton429$117K0.03%-3913F-HRTimeline
MassMutual Private Wealth & Trust, FSB419$115K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC415$114K0.02%013F-HRTimeline
Asset Dedication, LLC410$112K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.392$107K0.07%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC375$103K<0.01%-4213F-HRTimelineGroup
HM PAYSON & CO363$99.4K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd359$98.2K<0.01%-16213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources348$95.2K<0.01%+5813F-HRTimelineGroup
GW&K Investment Management, LLC344$94K<0.01%013F-HRTimeline
Fairway Wealth LLC337$92.2K0.03%-7913F-HRTimeline
New Republic Capital, LLC307$84K0.03%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC299$81.8K<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC266$72.8K0.01%new13F-HRTimeline
Clayton Financial Group LLC257$70.3K0.05%new13F-HRTimeline
Creekmur Asset Management LLC247$67.7K0.01%013F-HRTimeline
Key Financial Inc244$67.2K0.01%-35813F-HRTimeline
Bullock Wealth Management Group237$65.4K0.03%013F-HRTimeline
Dunhill Financial, LLC226$61.8K0.02%+19113F-HRTimeline
BOKF, NAin group BOKF, NA216$59.1K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC207$56.6K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.194$53.1K<0.01%-1513F-HRTimeline
DHJJ Financial Advisors, Ltd.188$51.4K0.02%+4013F-HRTimeline
Greykasell Wealth Strategies, Inc.188$51.4K0.02%013F-HRTimeline
CITY HOLDING CO185$50.6K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.179$49K0.03%new13F-HRTimeline
New Millennium Group LLC166$45.4K0.02%013F-HRTimeline
BIRCHBROOK, INC.158$43.2K0.02%013F-HRTimeline
Anchor Investment Management, LLC142$38.9K<0.01%+4713F-HRTimeline
Main Street Group, LTD141$38.6K0.01%+12713F-HRTimeline
Caitlin John, LLC135$36.9K0.03%new13F-HRTimeline
Root Financial Partners, LLC126$34.5K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC118$32.3K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC118$32.3K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.114$31.2K0.01%new13F-HRTimeline
Financial Perspectives, Inc103$28.2K0.01%013F-HRTimeline
Mascoma Wealth Management LLC101$27.5K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…100$27.4K0.01%013F-HRTimelineGroup
CENTRAL TRUST Co100$27.4K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…100$27.4K<0.01%013F-HRTimelineGroup
BFSG, LLC92$25.2K<0.01%new13F-HRTimeline
Activest Wealth Management91$24.9K0.01%013F-HRTimeline
TruNorth Capital Management, LLC90$24.6K<0.01%new13F-HRTimeline
Heritage Wealth Advisors83$22.7K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC80$22K<0.01%013F-HRTimeline
Park Square Financial Group, LLC79$21.6K0.09%new13F-HRTimeline
TFC Financial Management, Inc.75$20.5K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC74$20.3K<0.01%-213F-HRTimeline
Strategic Wealth Partners, Ltd.70$19.2K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC68$18.6K0.01%-7313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…63$17.3K0.01%new13F-HRTimelineGroup
Clearstead Trust, LLC63$17.2K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC60$16.3K0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP60$16K<0.01%-913F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…45$12.3K<0.01%-12713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/40$10.9K<0.01%013F-HRTimelineGroup