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Disclosery

IWY ISHARES TR

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RUS TP200 GR ETF (fund)

673 managers (687 13F filers) reported a position in IWY shares at 2026-06-30, 44,419,160 shares in all. 75 filers opened a position and 32 filers sold out during the quarter.

Managers
673
13F filers
687
New
75
Added
227
Reduced
241
Sold out
32
Shares held by filers
44,419,160

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Plante Moran Financial Advisors, LLC400$116K0.01%+36013F-HRTimeline
New Republic Capital, LLC395$115K0.03%013F-HRTimeline
HM PAYSON & CO363$106K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS351$102K<0.01%new13F-HRTimelineGroup
GW&K Investment Management, LLC344$100K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB344$100K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC319$92.7K<0.01%+7313F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC316$91.7K0.01%13F-HRTimeline
Planning Strategies Inc.313$91K0.06%13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC309$89.9K<0.01%+2013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC299$86.9K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC297$86.3K0.03%new13F-HRTimeline
WEST PACES ADVISORS INC.286$83.1K0.01%new13F-HRTimeline
Continuum Advisory, LLC239$69.5K0.01%new13F-HRTimeline
Regatta Research & Money Management237$68.9K0.07%13F-HRTimeline
Bullock Wealth Management Group238$68.4K0.03%013F-HRTimeline
Elevated Capital Advisors, LLC235$68.3K0.02%013F-HRTimeline
Dunhill Financial, LLC221$64.5K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA216$62.8K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC207$60.2K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.195$56.7K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.194$56.4K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.188$54.6K0.02%013F-HRTimeline
Greykasell Wealth Strategies, Inc.188$54.6K0.02%013F-HRTimeline
EASTERN BANK185$53.8K<0.01%013F-HRTimeline
CITY HOLDING CO185$53.8K0.01%013F-HRTimeline
Triumph Capital Management177$51.4K0.01%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…169$48.6K<0.01%-2013F-HRTimeline
BIRCHBROOK, INC.158$45.9K0.02%013F-HRTimeline
Main Street Group, LTD141$41K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.132$38.4K0.02%+513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources131$38.1K<0.01%013F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.103$29.9K0.02%013F-HRTimeline
Financial Perspectives, Inc103$29.9K0.01%013F-HRTimeline
Mascoma Wealth Management LLC101$29.3K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…100$29.1K<0.01%013F-HR/ATimelineGroup
CENTRAL TRUST Co100$29.1K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…100$29.1K<0.01%013F-HRTimelineGroup
Global Trust Asset Management, LLC100$29.1K0.01%new13F-HRTimeline
Anchor Investment Management, LLC95$27.6K<0.01%013F-HRTimeline
Activest Wealth Management91$26.4K0.01%013F-HRTimeline
Salomon & Ludwin, LLC74$21.3K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.70$20.3K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC80$20K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.68$19.8K0.01%new13F-HRTimeline
Clearstead Trust, LLC63$18.3K<0.01%013F-HRTimeline
Caitlin John, LLC62$18K0.01%-3513F-HRTimeline
Signature Equity Partners, LLC61$17.7K0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC60$17.4K0.01%013F-HRTimeline
Princeton Global Asset Management LLC44$12.8K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/40$11.6K<0.01%013F-HRTimelineGroup
Harborfront Financial Group LLC36$10.5K0.04%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC33$9.59K<0.01%013F-HRTimeline
Atlatl Advisers LLC33$9.59K<0.01%new13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP32$9.3K<0.01%-113F-HRTimelineGroup
Richard W. Paul & Associates, LLC32$9.3K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.30$9K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…28$8.14K<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA27$7.85K<0.01%-6113F-HRTimeline
Olistico Wealth, LLC25$7.3K<0.01%-213F-HRTimeline
Institute for Wealth Management, LLC.25$7.25K<0.01%new13F-HRTimeline
Robinswood Financial LLC23$6.68K<0.01%-11813F-HRTimeline
Cypress Capital Management LLC (WY)22$6.39K0.01%013F-HRTimeline
Byrne Asset Management LLC20$5.81K<0.01%013F-HRTimeline
Synergy Investment Management, LLC20$5.81K<0.01%013F-HRTimeline
Downshift Financial, LLC20$5.81K<0.01%new13F-HRTimeline
Quent Capital, LLC13$3.78K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC13$3.78K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC11$3.2K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.10$2.95K<0.01%013F-HRTimeline
GAMMA Investing LLC10$2.91K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC9$2.62K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc4$1.24K<0.01%013F-HRTimeline