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Disclosery

IWY ISHARES TR

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RUS TP200 GR ETF (fund)

633 managers (644 13F filers) reported a position in IWY shares at 2026-03-31, 47,311,587 shares in all. 43 filers opened a position and 44 filers sold out during the quarter.

Managers
633
13F filers
644
New
43
Added
268
Reduced
201
Sold out
44
Shares held by filers
47,311,587

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Rossby Financial, LCC1,891$475K0.1%+1,03913F-HRTimeline
Safeguard Investment Advisory Group, LLC1,897$472K0.13%-14213F-HRTimeline
Rothschild Wealth LLC1,877$467K0.04%+25013F-HRTimeline
Mattson Financial Services, LLC1,875$467K0.11%+54013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,852$461K0.34%013F-HRTimeline
National Wealth Management Group, LLC1,847$460K0.17%-2313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,841$458K<0.01%013F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC1,841$458K0.03%013F-HRTimeline
EP Wealth Advisors, LLC1,832$456K<0.01%+21613F-HRTimeline
Pine Valley Investments Ltd Liability Co1,828$455K0.02%+113F-HRTimeline
Integrated Advisors Network LLC1,811$451K0.02%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,795$447K<0.01%013F-HRTimelineGroup
Harvest Investment Services, LLC1,793$446K0.08%+5713F-HRTimeline
Prasad Wealth Partners, LLC1,779$443K0.12%013F-HRTimeline
Joel Isaacson & Co., LLC1,777$442K0.01%+113F-HRTimeline
GWN SECURITIES INC.1,753$436K0.08%+16413F-HRTimeline
HighPoint Advisor Group LLC1,747$435K0.02%+8313F-HRTimeline
Strive Financial Group ,LLC1,735$432K0.23%+2013F-HRTimeline
Principle Wealth Partners LLC1,736$432K0.02%013F-HRTimeline
McKinley Carter Wealth Services, Inc.1,727$430K0.02%-2813F-HRTimeline
LifePlan Investment Advisors, Inc.1,689$420K0.17%-33413F-HRTimeline
HBW ADVISORY SERVICES LLC1,686$419K0.04%-5213F-HRTimeline
INSTRUMENTAL WEALTH, LLC1,682$419K0.26%+313F-HRTimeline
Total Clarity Wealth Management, Inc.1,673$416K0.1%+3713F-HRTimeline
Comprehensive Financial Planning, Inc./…1,665$414K0.29%+113F-HRTimeline
Beacon Pointe Advisors, LLC1,665$414K<0.01%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC1,638$408K0.18%-24113F-HR/ATimeline
HB Wealth Management, LLC1,627$405K<0.01%+28613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,625$404K<0.01%+3913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,604$399K<0.01%-713F-HRTimelineGroup
Krilogy Financial LLC1,452$398K0.01%013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV1,581$393K0.17%-60213F-HRTimeline
Arvest Bank Trust Division1,577$392K0.02%new13F-HRTimeline
LexAurum Advisors, LLC1,568$390K0.05%13F-HRTimeline
Proficio Capital Partners LLC1,525$389K0.02%-117,16113F-HRTimeline
Y-Intercept (Hong Kong) Ltd1,557$387K0.01%new13F-HRTimeline
Rooted Wealth Advisors, Inc.1,381$383K0.1%013F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC1,530$381K0.07%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,530$381K0.02%013F-HRTimelineGroup
Retireful, LLC1,393$378K0.53%new13F-HRTimeline
Blom & Howell Financial Planning, Inc.1,513$376K0.37%-8613F-HRTimeline
MEMBERS WEALTH LLC1,334$373K0.22%013F-HRTimeline
NWF Advisory Services Inc.1,500$373K0.04%+12313F-HRTimeline
Verum Partners LLC1,498$373K0.07%+113F-HRTimeline
Jaffetilchin Investment Partners, LLC1,494$372K0.02%-1813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,474$367K<0.01%+36013F-HRTimeline
Rodgers & Associates, LTD1,471$366K0.04%+2813F-HRTimeline
United Advisor Group, LLC1,467$365K0.05%+15013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,449$361K0.01%+113F-HRTimeline
PFG Advisors1,443$359K0.02%-113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,439$358K0.04%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,427$355K0.02%013F-HRTimeline
TRUE Private Wealth Advisors1,423$354K0.03%+113F-HRTimeline
Sandy Cove Advisors, LLC1,419$353K0.11%013F-HRTimeline
DDD Partners, LLC1,410$351K0.02%013F-HRTimeline
Fiduciary Alliance LLC1,275$349K0.02%-12813F-HRTimeline
BCU Wealth Advisors, LLC1,401$349K0.13%-3913F-HRTimeline
Crestwood Advisors Group, LLC1,396$347K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,380$343K0.02%+97313F-HRTimeline
Novak & Powell Financial Services, Inc.1,380$343K0.18%013F-HRTimeline
1832 Asset Management L.P.1,345$335K<0.01%013F-HRTimeline
Fermata Advisors, LLC1,338$333K0.07%013F-HRTimeline
Kelly Financial Services LLC1,337$333K0.08%+3713F-HRTimeline
Parvin Asset Management, LLC1,330$331K0.24%013F-HRTimeline
MATHER GROUP, LLC.1,321$329K<0.01%new13F-HRTimeline
EVOKE WEALTH, LLC1,319$328K0.01%-213F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC1,305$325K0.06%new13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.1,271$316K0.15%-4013F-HRTimeline
CHEMUNG CANAL TRUST CO1,267$315K0.06%013F-HRTimeline
Independent Wealth Advisors LLC1,267$315K0.31%013F-HRTimeline
CALTON & ASSOCIATES, INC.1,264$315K0.05%+12713F-HRTimeline
Carnegie Investment Counsel1,240$309K0.01%013F-HRTimeline
D.A. DAVIDSON & CO.1,225$305K<0.01%+2013F-HRTimeline
Fisher Asset Management, LLC1,219$303K<0.01%-1,93813F-HRTimeline
TFO Wealth Partners, LLC1,218$303K0.04%013F-HRTimeline
Trexquant Investment LP1,216$303K<0.01%+29113F-HRTimeline
FC Advisory LLC1,216$302K0.09%+113F-HRTimeline
Parkside Financial Bank & Trust1,214$302K0.02%-713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,200$299K<0.01%013F-HRTimeline
Maridea Wealth Management LLC1,188$296K0.04%-6813F-HRTimeline
XY Planning Network, Inc.1,175$295K0.05%+2913F-HRTimeline
Blue Trust, Inc.1,181$294K<0.01%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,156$288K0.09%new13F-HRTimeline
Rockport Wealth LLC1,150$286K0.05%-3,69613F-HRTimeline
Life Planning Partners, Inc1,142$284K0.22%013F-HRTimeline
Moors & Cabot, Inc.1,137$283K0.01%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,136$283K0.02%new13F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC1,135$282K0.12%+513F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.1,122$279K0.08%new13F-HRTimeline
Mason & Associates Inc1,159$278K0.05%+113F-HRTimeline
STOCK YARDS BANK & TRUST CO1,114$277K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,107$275K<0.01%+3613F-HRTimeline
CENTAURUS FINANCIAL, INC.1,104$275K0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,130$271K0.01%-33513F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC1,065$265K0.08%013F-HRTimeline
OBSIDIAN CIO, LLC1,060$264K0.24%new13F-HRTimeline
Harbor Asset Planning, Inc.1,056$263K0.22%+213F-HRTimeline
Pacific Sun Financial Corp1,051$262K0.13%+11413F-HRTimeline
Trademark Financial Management, LLC1,041$259K0.13%+1713F-HRTimeline
Northwest Quadrant Wealth Management, L…1,029$256K0.05%+113F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC1,024$255K0.1%013F-HRTimeline
PINNACLE ASSOCIATES LTD1,023$255K<0.01%-23813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,023$255K0.02%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.997$248K0.03%-8013F-HRTimeline
Cannon Wealth Management Services, LLC995$248K0.17%013F-HRTimeline
Goldstein Advisors, LLC994$247K0.03%-1913F-HRTimeline
Aprio Wealth Management, LLC967$241K0.01%+1813F-HRTimeline
Gladstone Institutional Advisory LLC961$239K0.01%+1913F-HRTimeline
WEALTH ALLIANCE, LLC934$232K0.02%-1713F-HRTimeline
Americana Partners, LLC931$232K0.01%-8213F-HRTimeline
Financial Council, LLC926$230K0.09%013F-HRTimeline
NFSG Corp924$230K0.04%013F-HRTimeline
Coquina Private Wealth LLC924$230K0.18%013F-HRTimeline
WEDBUSH SECURITIES INC914$228K0.01%-32013F-HRTimeline
Facet Wealth, Inc.916$228K<0.01%new13F-HRTimeline
L & S Advisors Inc906$225K0.03%+113F-HRTimeline
Stablepoint Partners, LLC900$224K0.03%-20013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC861$224K0.01%-2,63413F-HR/ATimeline
ECLECTIC ASSOCIATES INC /ADV894$222K0.03%+11413F-HRTimeline
Snowden Capital Advisors LLC891$222K0.01%new13F-HRTimeline
Slagle Financial, LLC887$221K0.07%-1013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO883$220K<0.01%-1713F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV880$219K0.08%013F-HRTimeline
First National Trust Co880$219K0.01%013F-HRTimeline
MY Wealth Management Inc.1,036$219K0.21%+3713F-HRTimeline
MANCHESTER FINANCIAL INC866$216K0.04%-113F-HRTimeline
Centerpoint Advisory Group865$215K0.16%+10013F-HRTimeline
Rather & Kittrell, Inc.860$214K0.03%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC856$213K0.01%-6313F-HRTimeline
Headlands Technologies LLC849$211K0.02%new13F-HRTimeline
WEBSTER BANK, N. A.848$211K0.02%new13F-HRTimeline
Haverford Trust Co842$210K<0.01%013F-HRTimeline
Persium Advisors, LLC837$208K0.16%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV835$208K0.01%-29913F-HRTimeline
Mason Investment Advisory Services, Inc.828$206K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC827$206K<0.01%-27413F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC826$206K0.04%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC824$205K<0.01%-2213F-HRTimeline
Bravias Capital Group, LLC823$205K0.13%013F-HRTimeline
Legacy Financial Advisors, Inc.823$205K0.03%new13F-HRTimeline
Red Door Wealth Management, LLC819$204K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…817$203K0.01%+1813F-HR/ATimelineGroup
Sterling Investment Advisors, Ltd.810$202K0.04%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.810$202K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC772$193K<0.01%+13113F-HRTimelineGroup
Sound Income Strategies, LLC753$189K0.01%+1513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…744$185K<0.01%new13F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors636$158K0.02%013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC615$153K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC606$151K0.02%013F-HRTimeline
Clearstead Advisors, LLC582$145K<0.01%013F-HRTimeline
Key Financial Inc564$140K0.02%+32013F-HRTimeline
Acropolis Investment Management, LLC561$140K0.01%new13F-HRTimeline
Center for Financial Planning, Inc.559$139K0.01%013F-HRTimeline
Smithfield Trust Co535$133K0.01%013F-HRTimeline
Go Invest LLC518$129K0.04%+1313F-HRTimeline
Rialto Wealth Management, LLC500$124K0.03%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp499$124K0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton429$107K0.02%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd425$106K0.03%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC415$103K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…414$103K<0.01%-1913F-HRTimeline
Asset Dedication, LLC410$102K0.01%013F-HRTimeline
New Republic Capital, LLC395$98.3K0.03%+9013F-HRTimeline
HM PAYSON & CO363$90.4K<0.01%013F-HRTimeline
GW&K Investment Management, LLC344$86K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB344$85.6K<0.01%-7513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC299$74.4K<0.01%new13F-HR/ATimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC289$71.9K<0.01%13F-HRTimelineGroup
Clayton Financial Group LLC257$64K0.03%013F-HRTimeline
SIMPLEX TRADING, LLC246$61.2K<0.01%new13F-HRTimeline
Bullock Wealth Management Group238$59.6K0.03%013F-HRTimeline
Elevated Capital Advisors, LLC235$58.5K0.01%013F-HRTimeline
Dunhill Financial, LLC221$55.2K0.01%-113F-HRTimeline
BOKF, NAin group BOKF, NA216$53.7K<0.01%013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …214$53.6K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners215$53.5K<0.01%-1,17213F-HRTimeline
Sunbelt Securities, Inc.213$52.9K<0.01%-57313F-HRTimeline
HHM Wealth Advisors, LLC207$51.5K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.195$48.5K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.194$48.3K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…189$47.5K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.188$46.8K0.02%013F-HRTimeline
Greykasell Wealth Strategies, Inc.188$46.8K0.02%013F-HRTimeline
EASTERN BANK185$46K<0.01%-24113F-HRTimeline
CITY HOLDING CO185$46K0.01%013F-HRTimeline
Triumph Capital Management176$43.8K0.01%-2113F-HRTimeline
BIRCHBROOK, INC.158$39.3K0.02%013F-HRTimeline
Main Street Group, LTD141$35.1K0.01%new13F-HRTimeline
Robinswood Financial LLC141$35.1K0.01%+2313F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources131$32.6K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.127$31.6K0.02%-1,13013F-HRTimeline
Fairway Wealth LLC118$29.4K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC117$29.1K<0.01%+5313F-HRTimelineGroup
Financial Perspectives, Inc103$25.6K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.103$25.6K0.02%013F-HRTimeline
Mascoma Wealth Management LLC101$25.1K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…100$24.9K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co100$24.9K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…100$24.9K<0.01%013F-HRTimelineGroup