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Disclosery

IWY ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
Mascoma Wealth Management LLC101$27.9K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…100$27.7K0.01%013F-HRTimelineGroup
CENTRAL TRUST Co100$27.7K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…100$27.7K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC98$27.2K<0.01%-2813F-HRTimeline
Anchor Investment Management, LLC95$26.3K<0.01%-4713F-HRTimeline
Activest Wealth Management91$25.2K<0.01%013F-HRTimeline
Heritage Wealth Advisors83$23K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC80$22.3K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC74$20.5K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.70$19.4K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.68$18.9K0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC64$17.7K<0.01%-3,36613F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…63$17.5K0.01%013F-HRTimelineGroup
Clearstead Trust, LLC63$17.4K<0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP60$17K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC61$16.9K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC61$16.9K0.01%13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC60$16.5K0.01%013F-HRTimeline
Ransom Advisory, Ltd54$15K0.01%new13F-HRTimeline
North Star Investment Management Corp.47$13K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC44$12.2K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/40$11.1K<0.01%013F-HRTimelineGroup
Olistico Wealth, LLC34$9.45K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC33$9.23K0.06%+113F-HRTimeline
Richard W. Paul & Associates, LLC32$8.86K<0.01%-3613F-HRTimeline
IFC & Insurance Marketing, Inc.27$7K0.01%13F-HRTimeline
Qube Research & Technologies Ltd25$6.92K<0.01%-33413F-HRTimeline
Cypress Capital Management LLC (WY)22$6.09K0.01%013F-HRTimeline
Byrne Asset Management LLC20$5.54K<0.01%013F-HRTimeline
Camelot Portfolios, LLC16$4.43K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC13$3.6K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.11$3.05K<0.01%-1113F-HRTimeline
FAS Wealth Partners, Inc.10$2.8K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC9$2.49K<0.01%13F-HRTimeline
Glass Jacobson Investment Advisors llc4$1.18K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC6$1K<0.01%-813F-HRTimeline
GPS Wealth Strategies Group, LLC3$831<0.01%-68513F-HRTimeline
FIRST CITIZENS INVESTOR SERVICES, INC.0$0-275,70413F-HR/ATimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.