IWY ISHARES TR

RUS TP200 GR ETF (fund)

639 managers (649 13F filers) reported a position in IWY shares at 2025-12-31, 46,241,935 shares in all. 41 filers opened a position and 38 filers sold out during the quarter.

Managers: 639
13F filers: 649
New: 41
Added: 227
Reduced: 223
Sold out: 38
Shares held by filers: 46,241,935

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Prasad Wealth Partners, LLC	1,779	$493K	0.13%	-742	13F-HR Timeline
Joel Isaacson & Co., LLC	1,776	$492K	0.02%	+1	13F-HR Timeline
IFG Advisory, LLC	1,766	$489K	0.02%	+390	13F-HR Timeline
Apella Capital, LLC	1,765	$489K	0.01%	+3	13F-HR Timeline
McKinley Carter Wealth Services, Inc.	1,755	$486K	0.03%	-268	13F-HR Timeline
GTS SECURITIES LLC	1,742	$482K	0.02%	-215	13F-HR Timeline
HBW ADVISORY SERVICES LLC	1,738	$481K	0.05%	+53	13F-HR Timeline
Principle Wealth Partners LLC	1,736	$481K	0.03%	0	13F-HR Timeline
Harvest Investment Services, LLC	1,736	$481K	0.09%	+208	13F-HR Timeline
Strive Financial Group ,LLC	1,715	$475K	0.25%		13F-HR/A Timeline
MERCER GLOBAL ADVISORS INC /ADV	1,702	$471K	<0.01%	-1,962	13F-HR Timeline
Garton & Associates Financial Advisors …	1,695	$470K	0.26%		13F-HR Timeline
WIN ADVISORS, INC	1,674	$464K	0.2%	-69,470	13F-HR Timeline
HighPoint Advisor Group LLC	1,664	$461K	0.01%	new	13F-HR Timeline
Comprehensive Financial Planning, Inc./…	1,664	$461K	0.3%	+1	13F-HR Timeline
CoreCap Advisors, LLC	1,660	$460K	0.02%	+502	13F-HR Timeline
Total Clarity Wealth Management, Inc.	1,636	$453K	0.11%	-273	13F-HR Timeline
Rothschild Wealth LLC	1,627	$451K	0.04%	-47	13F-HR/A Timeline
EP Wealth Advisors, LLC	1,616	$448K	<0.01%		13F-HR Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…	1,611	$446K	0.01%	+364	13F-HR Timeline Group
INSTRUMENTAL WEALTH, LLC	1,679	$444K	0.27%	+85	13F-HR Timeline
Blom & Howell Financial Planning, Inc.	1,599	$443K	0.44%		13F-HR Timeline
GWN SECURITIES INC.	1,589	$440K	0.09%	-199	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	1,586	$439K	<0.01%	+407	13F-HR Timeline Group
BOURGEON CAPITAL MANAGEMENT LLC	1,530	$424K	0.07%	0	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	1,530	$424K	0.03%	0	13F-HR Timeline Group
Jaffetilchin Investment Partners, LLC	1,512	$419K	0.02%	-259	13F-HR Timeline
AlphaCore Capital LLC	1,509	$418K	0.01%	0	13F-HR Timeline
Strategic Blueprint, LLC	1,503	$416K	0.02%	new	13F-HR Timeline
Verum Partners LLC	1,497	$415K	0.08%	+2	13F-HR Timeline
Smartleaf Asset Management LLC	1,465	$409K	0.02%	+82	13F-HR Timeline
Investor's Fiduciary Advisor Network, L…	1,476	$408K	0.09%	+293	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	1,448	$401K	0.01%	-212	13F-HR Timeline
PFG Advisors	1,444	$400K	0.02%	+1	13F-HR Timeline
Rodgers & Associates, LTD	1,443	$400K	0.04%	-70	13F-HR Timeline
Krilogy Financial LLC	1,452	$399K	0.01%	-36	13F-HR Timeline
BCU Wealth Advisors, LLC	1,440	$399K	0.15%	+1	13F-HR Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…	1,439	$399K	0.05%	0	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	1,427	$395K	0.03%	+18	13F-HR/A Timeline
TRUE Private Wealth Advisors	1,422	$394K	0.04%	+2	13F-HR Timeline
Sandy Cove Advisors, LLC	1,419	$393K	0.12%	0	13F-HR Timeline
DDD Partners, LLC	1,410	$390K	0.02%	0	13F-HR Timeline
Fiduciary Alliance LLC	1,403	$389K	0.03%	0	13F-HR Timeline
Crestwood Advisors Group, LLC	1,396	$387K	0.01%	new	13F-HR Timeline
Arax Advisory Partners	1,387	$384K	0.01%	new	13F-HR Timeline
Novak & Powell Financial Services, Inc.	1,380	$382K	0.2%	-20	13F-HR Timeline
NWF Advisory Services Inc.	1,377	$381K	0.04%	+158	13F-HR Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC	1,357	$376K	<0.01%	+157	13F-HR Timeline Group
1832 Asset Management L.P.	1,345	$372K	<0.01%	0	13F-HR Timeline
HB Wealth Management, LLC	1,341	$371K	<0.01%	0	13F-HR Timeline
Fermata Advisors, LLC	1,338	$371K	0.09%	-4	13F-HR Timeline
Mattson Financial Services, LLC	1,335	$370K	0.09%	+181	13F-HR Timeline
Parvin Asset Management, LLC	1,330	$368K	0.3%	new	13F-HR Timeline
MEMBERS WEALTH LLC	1,334	$367K	0.23%	-68	13F-HR Timeline
Rooted Wealth Advisors, Inc.	1,381	$366K	0.1%	-48	13F-HR Timeline
EVOKE WEALTH, LLC	1,321	$366K	0.01%	-4	13F-HR Timeline
United Advisor Group, LLC	1,317	$365K	0.05%	-118	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	1,311	$363K	0.16%	0	13F-HR Timeline
Kelly Financial Services LLC	1,300	$360K	0.09%	-2,627	13F-HR Timeline
Parallel Advisors, LLC	1,297	$359K	0.01%	+337	13F-HR Timeline
CHEMUNG CANAL TRUST CO	1,267	$351K	0.07%	0	13F-HR Timeline
Independent Wealth Advisors LLC	1,267	$351K	0.37%		13F-HR Timeline
PINNACLE ASSOCIATES LTD	1,261	$349K	<0.01%	+238	13F-HR Timeline
AMERIFLEX GROUP, INC.	1,257	$348K	0.18%	-1,247	13F-HR Timeline
Maridea Wealth Management LLC	1,256	$348K	0.05%	new	13F-HR Timeline
Carnegie Investment Counsel	1,240	$343K	0.01%	0	13F-HR Timeline
WEDBUSH SECURITIES INC	1,234	$342K	0.01%	0	13F-HR Timeline
Parkside Financial Bank & Trust	1,221	$338K	0.03%	0	13F-HR Timeline
TFO Wealth Partners, LLC	1,218	$337K	0.05%	0	13F-HR Timeline
FC Advisory LLC	1,215	$336K	0.1%	-3	13F-HR Timeline
D.A. DAVIDSON & CO.	1,205	$334K	<0.01%	-289	13F-HR Timeline
HRT FINANCIAL LP	1,205	$333K	<0.01%	-1,001	13F-HR Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…	1,200	$332K	<0.01%	0	13F-HR Timeline
Blue Trust, Inc.	1,181	$327K	<0.01%	0	13F-HR Timeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC	1,179	$327K	0.09%	new	13F-HR Timeline Group
Mason & Associates Inc	1,158	$321K	0.06%	0	13F-HR Timeline
XY Planning Network, Inc.	1,146	$317K	0.06%	+15	13F-HR Timeline
Life Planning Partners, Inc	1,142	$316K	0.24%	-537	13F-HR Timeline
Moors & Cabot, Inc.	1,137	$315K	0.01%	0	13F-HR Timeline
CALTON & ASSOCIATES, INC.	1,137	$315K	0.05%	+1	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	1,134	$314K	0.02%	+18	13F-HR Timeline
DUDLEY CAPITAL MANAGEMENT, LLC	1,130	$313K	0.14%	+30	13F-HR Timeline
STOCK YARDS BANK & TRUST CO	1,114	$309K	0.01%	0	13F-HR Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1,114	$309K	<0.01%	+84	13F-HR Timeline
Integrated Wealth Concepts LLC	1,108	$307K	<0.01%	-3,321	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	1,104	$306K	0.01%	0	13F-HR Timeline
ASSETMARK, INCin group ASSETMARK, INC	1,101	$305K	<0.01%	+726	13F-HR Timeline Group
Stablepoint Partners, LLC	1,100	$305K	0.05%	0	13F-HR Timeline
JAMES INVESTMENT RESEARCH, INC.	1,077	$298K	0.03%	-35	13F-HR Timeline
K.J. Harrison & Partners Inc	1,072	$297K	0.04%	new	13F-HR Timeline
Aptus Capital Advisors, LLC	1,071	$297K	<0.01%	+1	13F-HR Timeline
FIDUCIARY FAMILY OFFICE, LLC	1,065	$295K	0.08%	0	13F-HR Timeline
Harbor Asset Planning, Inc.	1,054	$292K	0.25%	+1	13F-HR Timeline
Northwest Quadrant Wealth Management, L…	1,028	$285K	0.06%	+1	13F-HR Timeline
INTREPID CAPITAL MANAGEMENT INC	1,024	$284K	0.11%	-40	13F-HR Timeline
Trademark Financial Management, LLC	1,024	$284K	0.16%	+65	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	1,023	$283K	0.02%	0	13F-HR Timeline
Americana Partners, LLC	1,013	$281K	0.01%	0	13F-HR Timeline
Goldstein Advisors, LLC	1,013	$281K	0.03%	0	13F-HR Timeline
OneDigital Investment Advisors LLC	1,000	$277K	<0.01%	new	13F-HR Timeline
MY Wealth Management Inc.	999	$277K	0.24%	0	13F-HR Timeline
Cannon Wealth Management Services, LLC	995	$276K	0.19%	0	13F-HR Timeline
GRANITE ISLANDS PRIVATE WEALTH, LLC	998	$275K	0.25%		13F-HR Timeline
Avestar Capital, LLC	979	$271K	0.02%	0	13F-HR Timeline
Beaird Harris Wealth Management, LLC	953	$264K	0.02%	new	13F-HR Timeline
WEALTH ALLIANCE, LLC	951	$264K	0.03%	-3	13F-HR Timeline
Peachtree Investment Partners, LLC	950	$263K	0.09%	0	13F-HR Timeline
Aprio Wealth Management, LLC	949	$263K	0.02%	+1	13F-HR Timeline
Gladstone Institutional Advisory LLC	942	$261K	0.01%	-63	13F-HR Timeline
Pacific Sun Financial Corp	937	$259K	0.12%	-5	13F-HR Timeline
Financial Council, LLC	926	$256K	0.1%	0	13F-HR Timeline
Trexquant Investment LP	925	$256K	<0.01%	+37	13F-HR Timeline
NFSG Corp	924	$256K	0.04%	+16	13F-HR Timeline
Coquina Private Wealth LLC	924	$256K	0.21%		13F-HR Timeline
KINGSWOOD WEALTH ADVISORS, LLC	919	$255K	0.01%	+96	13F-HR Timeline
Expressive Wealth LLC	906	$251K	0.27%		13F-HR Timeline
L & S Advisors Inc	905	$251K	0.02%	+1	13F-HR Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO	900	$249K	<0.01%	new	13F-HR Timeline Group
Slagle Financial, LLC	897	$248K	0.09%	-9	13F-HR Timeline
First National Trust Co	880	$244K	0.01%	0	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	880	$244K	0.09%	+1	13F-HR Timeline
NorthRock Partners, LLC	875	$242K	<0.01%	new	13F-HR Timeline
MANCHESTER FINANCIAL INC	867	$240K	0.04%	+7	13F-HR Timeline
Rather & Kittrell, Inc.	860	$238K	0.04%	0	13F-HR Timeline
Rossby Financial, LCC	852	$236K	0.07%	-12,123	13F-HR Timeline
ELEVATION POINT WEALTH PARTNERS, LLC	846	$234K	0.01%	new	13F-HR Timeline
Haverford Trust Co	842	$233K	<0.01%	-19	13F-HR Timeline
RENAISSANCE TECHNOLOGIES LLC	840	$233K	<0.01%	-8,560	13F-HR Timeline
Persium Advisors, LLC	837	$232K	0.17%	0	13F-HR Timeline
Mason Investment Advisory Services, Inc.	828	$229K	0.01%	0	13F-HR Timeline
DRIVE WEALTH MANAGEMENT, LLC	826	$229K	0.04%	0	13F-HR Timeline
Bravias Capital Group, LLC	823	$228K	0.14%	-25	13F-HR Timeline
Red Door Wealth Management, LLC	819	$227K	0.02%	+2	13F-HR Timeline
Sterling Investment Advisors, Ltd.	810	$224K	0.04%	0	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	799	$221K	0.01%	+754	13F-HR Timeline Group
Cordatus Wealth Management LLC	799	$221K	0.05%	0	13F-HR Timeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …	790	$219K	<0.01%	-379	13F-HR Timeline Group
Rice Partnership, LLC	790	$219K	0.03%	0	13F-HR Timeline
Sunbelt Securities, Inc.	786	$218K	0.01%	0	13F-HR Timeline
Fiduciary Trust Coin group Fiduciary Trust Co	783	$217K	<0.01%	0	13F-HR Timeline Group
ECLECTIC ASSOCIATES INC /ADV	780	$216K	0.03%	0	13F-HR Timeline
Family Investment Center, Inc.	774	$214K	0.04%	0	13F-HR Timeline
TILIA FIDUCIARY PARTNERS, INC.	767	$212K	0.12%	+18	13F-HR Timeline
Centerpoint Advisory Group	765	$212K	0.16%	0	13F-HR Timeline
Hobbs Group Advisors, LLC	764	$212K	0.06%	0	13F-HR Timeline
Garden State Investment Advisory Servic…	759	$210K	0.05%	new	13F-HR Timeline
CIBC WORLD MARKET INC.	757	$210K	<0.01%	-1,216	13F-HR Timeline
Wisconsin Wealth Advisors, LLC	756	$209K	0.21%	0	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	753	$209K	<0.01%	0	13F-HR Timeline
CWA Asset Management Group, LLC	753	$209K	0.01%	0	13F-HR Timeline
WILLNER & HELLER, LLC	747	$207K	0.15%	0	13F-HR Timeline
Sound Income Strategies, LLC	738	$202K	0.01%	+287	13F-HR Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC	641	$178K	<0.01%	0	13F-HR Timeline Group
Colonial Trust Co / SCin group Colonial Trust Advisors	636	$176K	0.02%	0	13F-HR Timeline Group
FINANCIAL CONSULATE, INC	606	$168K	0.02%	0	13F-HR Timeline
Clearstead Advisors, LLC	582	$161K	<0.01%	-182	13F-HR Timeline
Center for Financial Planning, Inc.	559	$155K	0.02%	-8	13F-HR Timeline
Smithfield Trust Co	535	$148K	0.01%	0	13F-HR Timeline
Go Invest LLC	505	$140K	0.05%		13F-HR Timeline
Rialto Wealth Management, LLC	500	$138K	0.03%	0	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	499	$138K	0.01%	0	13F-HR Timeline Group
Federation des caisses Desjardins du Qu…	433	$120K	<0.01%	0	13F-HR Timeline
Rosenberg Matthew Hamilton	429	$119K	0.02%	0	13F-HR Timeline
EASTERN BANK	426	$118K	<0.01%	-290	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	419	$116K	<0.01%	0	13F-HR Timeline
Cherry Tree Wealth Management, LLC	415	$115K	0.02%	0	13F-HR Timeline
Asset Dedication, LLC	410	$114K	0.01%	0	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	407	$113K	0.01%	new	13F-HR Timeline
Commonwealth Retirement Investments LLC	373	$103K	0.03%	new	13F-HR Timeline
HM PAYSON & CO	363	$101K	<0.01%	0	13F-HR Timeline
GW&K Investment Management, LLC	344	$95K	<0.01%	0	13F-HR Timeline
Planning Project LLC	340	$94.3K	0.02%		13F-HR Timeline
New Republic Capital, LLC	305	$84.5K	0.02%	-2	13F-HR Timeline
Clayton Financial Group LLC	257	$71.2K	0.04%	0	13F-HR Timeline
Key Financial Inc	244	$67.6K	0.01%	0	13F-HR Timeline
Bullock Wealth Management Group	238	$65.8K	0.03%	+1	13F-HR Timeline
Elevated Capital Advisors, LLC	235	$65.1K	0.02%	new	13F-HR Timeline
Dunhill Financial, LLC	222	$61.4K	0.02%	-4	13F-HR Timeline
BOKF, NAin group BOKF, NA	216	$59.8K	<0.01%	0	13F-HR Timeline Group
TUCKER ASSET MANAGEMENT LLC	210	$58.2K	0.02%	new	13F-HR Timeline
HHM Wealth Advisors, LLC	207	$57.3K	0.01%	0	13F-HR Timeline
Triumph Capital Management	197	$54.6K	0.01%	new	13F-HR Timeline
BOK Financial Private Wealth, Inc.	195	$54K	<0.01%	-313	13F-HR Timeline
LANARK FINANCIAL, INC.	194	$53.7K	<0.01%	0	13F-HR Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	189	$52.4K	<0.01%	new	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	188	$52.1K	0.02%	0	13F-HR Timeline
Greykasell Wealth Strategies, Inc.	188	$52.1K	0.02%	0	13F-HR Timeline
CITY HOLDING CO	185	$51.2K	0.01%	0	13F-HR Timeline
Park Square Financial Group, LLC	201	$47.3K	0.28%	+122	13F-HR Timeline
New Millennium Group LLC	158	$43.8K	0.02%	-8	13F-HR Timeline
BIRCHBROOK, INC.	158	$43.8K	0.02%	0	13F-HR Timeline
Caitlin John, LLC	135	$37.4K	0.02%	0	13F-HR Timeline
FRANKLIN RESOURCES INCin group Franklin Resources	131	$36.3K	<0.01%	-217	13F-HR Timeline Group
OPTIMA CAPITAL LLC	120	$33.2K	0.01%	new	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	118	$32.7K	<0.01%	0	13F-HR Timeline Group
Fairway Wealth LLC	118	$32.7K	0.01%	-219	13F-HR Timeline
Robinswood Financial LLC	118	$32.7K	0.01%	0	13F-HR Timeline
ALERUS FINANCIAL NA	103	$28.5K	<0.01%	-409	13F-HR Timeline
Financial Perspectives, Inc	103	$28.5K	0.01%	0	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	103	$28.5K	0.02%	-289	13F-HR Timeline