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Disclosery

IWY ISHARES TR

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RUS TP200 GR ETF (fund)

582 managers (589 13F filers) reported a position in IWY shares at 2024-12-31, 49,758,494 shares in all. 74 filers opened a position and 29 filers sold out during the quarter.

Managers
582
13F filers
589
New
74
Added
218
Reduced
160
Sold out
29
Shares held by filers
49,758,494

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,159,609$1.92B+2,468,874Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,245,400$1.47B4.46%-307,69113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,365,017$556M0.14%+308,16813F-HRTimelineGroup
LPL Financial LLC2,212,667$521M0.21%+329,63213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,679,168$395M0.58%+46,10613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,509,168$355M0.03%-10,63913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,497,299$352M0.59%+142,68013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,433,550$337M0.02%+45,05613F-HR/ATimelineGroup
Clark Capital Management Group, Inc.816,710$192M1.34%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,046,206$187M3.44%+39,31613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP664,322$156M0.25%-20,10313F-HRTimelineGroup
AE Wealth Management LLC650,022$153M1.3%-4,07913F-HRTimeline
MML INVESTORS SERVICES, LLC588,510$138M0.48%+27,66013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp503,540$118M6.89%+7,46213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC500,502$118M0.74%+499,48913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN464,517$109M0.03%+123,65813F-HRTimelineGroup
SVB WEALTH LLC459,585$108M2.02%+325,62313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC451,298$106M0.04%13F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB427,624$101M1.81%-1,14013F-HRTimeline
UBS Group AGin group UBS Group AG402,521$94.7M0.02%+23,13413F-HRTimelineGroup
Cambridge Investment Research Advisors,…402,074$94.6M0.32%-54,27113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.419,299$92.1M0.21%+149,60313F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC339,988$80M0.8%+319,16213F-HRTimeline
Orion Portfolio Solutions, LLC339,988$80M0.8%+319,16213F-HRTimeline
First Citizens Asset Management, Inc.306,807$72.2M26.41%+1,32113F-HR/ATimeline
SOA Wealth Advisors, LLC.297,290$69.9M12.88%+82513F-HR/ATimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP296,900$69.9M0.16%+59,20013F-HRTimelineGroup
Cetera Investment Advisers290,877$68.4M0.14%+120,38213F-HRTimeline
Portfolio Strategies, Inc.271,992$64M9.08%-7,30113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC264,123$62.1M16.33%13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC251,227$59.1M1.15%-14,88213F-HRTimeline
Bryn Mawr Trust Advisors, LLC245,447$57.7M3.11%+13,07613F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 3 filers holding244,505$57.5M-108,111Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA243,475$57.3M0.01%+8,95113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.238,544$56.1M0.35%+1,17913F-HRTimeline
One Capital Management, LLC235,714$55.5M1.84%-2,60113F-HRTimeline
Intelligence Driven Advisers, LLC227,736$53.6M10.08%-100,09413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.208,446$49M0.85%+49,59613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wharton Business Group, LLC194,669$45.8M2.07%-8,54713F-HRTimeline
NewEdge Advisors, LLC189,905$44.7M0.27%+8,67513F-HRTimeline
HighTower Advisors, LLC178,544$42M0.06%+13,43313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC162,735$38.3M0.86%+152,42713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/154,162$36.3M0.02%-4,89213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.153,991$36.2M0.34%-25,89213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…153,306$35.7M0.07%+4,20013F-HRTimelineGroup
Sterling Capital Management LLC134,065$31.5M0.43%-49613F-HRTimeline
ProVise Management Group, LLC126,676$29.8M2.55%+87413F-HRTimeline
Compton Wealth Advisory Group, LLC124,542$29.3M7.56%-10,08313F-HRTimeline
Aspire Capital Advisors LLC123,950$29.2M8.34%+4,30013F-HRTimeline
Global Retirement Partners, LLC121,204$28.5M0.82%+16,71613F-HRTimeline
Williams Financial, LLC113,271$26.6M16.59%-92713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…112,230$26.4M0.02%+7,51613F-HRTimelineGroup
Waverly Advisors, LLC111,972$26.3M0.41%+107,09013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …107,818$25.4M0.7%-1,08413F-HRTimelineGroup
Valmark Advisers, Inc.103,499$24.4M0.38%+10,39113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp103,344$24.3M0.08%+4,85613F-HRTimelineGroup
BUSH INVESTMENT GROUP, LLC102,206$24M18.77%-1,41213F-HRTimeline
Integrated Capital Management, LLC99,808$23.5M12.49%+4,09913F-HRTimeline
MONECO ADVISORS, LLC97,283$22.9M2.41%+22,27913F-HR/ATimeline
Kingdom Financial Group LLC.92,399$21.7M14.86%-7,00013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC91,481$21.5M7.99%+1,20113F-HRTimeline
DAVENPORT & Co LLC91,158$21.4M0.13%+7,21813F-HRTimeline
GeoWealth Management, LLC86,288$20.3M0.66%+50,50913F-HRTimeline
Merit Financial Group, LLC79,750$18.8M0.34%+76,42913F-HRTimeline
Hidden Cove Wealth Management, LLC78,937$18.6M15.07%13F-HRTimeline
Fischer Financial Services, Inc.76,610$18M5.68%13F-HRTimeline
Horst & Graben Wealth Management LLC76,453$18M3.2%-3,96213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management75,154$17.7M0.26%+4,49913F-HRTimelineGroup
Perennial Investment Advisors, LLC68,712$16.2M1.91%+24,63213F-HRTimeline
Investors Research Corp68,055$16M3.52%+2,76213F-HRTimeline
WJ Wealth Management, LLC68,025$16M5.51%-47513F-HRTimeline
Forum Private Client Group LLC67,219$15.8M7.04%-1,68013F-HRTimeline
Stonebridge Financial Planning Group, L…66,389$15.6M6.98%-93413F-HRTimeline
Richard P Slaughter Associates Inc63,558$15M3.35%new13F-HRTimeline
Atria Wealth Solutions, Inc.63,046$14.8M0.16%+32,07813F-HRTimeline
Benchmark Financial Wealth Advisors, LLC60,359$14.2M4.55%+5,91313F-HRTimeline
Family Capital Management, Inc.59,860$14.1M8.5%-36013F-HRTimeline
Anderson Financial Strategies, LLC59,170$13.9M8.39%13F-HRTimeline
McAdam, LLC58,925$13.9M0.76%-2,69513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC57,996$13.6M<0.01%+1,81013F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC57,219$13.5M1.55%-6,95113F-HRTimeline
Cosner Financial Group, LLC55,292$13M8.25%-81213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP53,020$12.5M0.01%+24,01913F-HRTimelineGroup
Geneos Wealth Management Inc.52,360$12.3M0.43%+6,70913F-HRTimeline
Auxano Advisors, LLC52,120$12.3M3.09%+12,05013F-HRTimeline
Certified Advisory Corp52,007$12.2M1.33%+1,34913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC51,678$12.2M0.74%+2,50013F-HRTimeline
WIN ADVISORS, INC51,376$12.1M5.85%+32,01013F-HRTimeline
Baltimore-Washington Financial Advisors…51,350$12.1M0.62%+2,60613F-HRTimeline
Kovack Advisors, Inc.50,935$12M1.18%-3,50413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO49,003$11.5M<0.01%+4,59313F-HRTimelineGroup
Apexium Financial, LP48,945$11.5M0.7%+2,18413F-HRTimeline
JSF Financial, LLC48,532$11.4M3.05%-29313F-HRTimeline
Bluesphere Advisors LLC48,522$11.4M5.59%-2,59713F-HRTimeline
Private Advisor Group, LLC48,297$11.4M0.06%+9,60713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding46,134$10.9M-216Timeline
Asset Allocation Strategies LLC45,004$10.7M2.59%+58613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC44,844$10.6M2.95%+39,88113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC43,756$10.3M0.25%+9,94113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…42,072$9.9M0.02%+30613F-HR/ATimeline
Seros Financial, LLC46,047$9.88M8.89%13F-HRTimeline
LifeWealth Investments, LLC41,837$9.84M6.52%13F-HRTimeline
Crumly & Associates Inc.41,753$9.82M2.68%-12113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding40,441$9.51M+8,297Timeline
Prosperity Consulting Group, LLC40,274$9.48M0.71%+7,75313F-HRTimeline
SigFig Wealth Management, LLC38,948$9.24M0.33%new13F-HRTimeline
Prime Capital Investment Advisors, LLC38,445$9.04M0.13%+3,72713F-HRTimeline
Jackson Wealth Management, LLC36,331$8.55M0.97%-1,21113F-HRTimeline
B. Riley Wealth Advisors, Inc.35,060$8.25M0.27%+25,23813F-HRTimeline
Elevation Capital Advisory, LLC34,953$8.22M3.52%-15,29913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC34,635$8.15M0.3%-25313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.34,417$8.1M0.02%-89813F-HRTimelineGroup
Meridian Financial Partners LLC34,259$8.06M4.26%+7,65213F-HRTimeline
Ethos Financial Group, LLC33,838$7.98M1.04%+32,33713F-HRTimeline
626 Financial, LLC33,628$7.91M4.27%+3,77713F-HRTimeline
Capital Asset Advisory Services LLC33,160$7.89M0.39%-78813F-HRTimeline
Ameliora Wealth Management Ltd.32,721$7.7M2.89%-99613F-HRTimeline
Processus Wealth & Capital Management, …31,872$7.5M5.98%-23913F-HRTimeline
Prostatis Group LLC31,799$7.48M2.18%+20,31313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS31,449$7.4M0.02%+25,82013F-HRTimeline
Concorde Asset Management, LLC30,990$7.29M3.8%+1,02813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC30,780$7.24M1.8%+13513F-HRTimelineGroup
Burns Matteson Capital Management, LLC29,813$7.01M3.93%+1,76613F-HRTimeline
Financial Advocates Investment Manageme…66,566$6.97M0.4%+64,80313F-HRTimeline
IFP Advisors, Inc29,586$6.96M0.23%-1,52413F-HRTimeline
Independent Advisor Alliance29,386$6.91M0.09%+19,95413F-HRTimeline
Veridan Wealth LLC28,987$6.83M3.2%13F-HRTimeline
World Investment Advisors28,838$6.78M0.19%+2,93313F-HRTimeline
Family Manage LLC27,820$6.54M1.06%new13F-HRTimeline
Milestone Investment Advisors LLC27,316$6.43M1.75%-1,64513F-HRTimeline
Wolf Group Capital Advisors38,283$6.07M2.94%013F-HRTimeline
FMR LLCin group FMR LLC25,766$6.06M<0.01%+5,10313F-HRTimelineGroup
McIlrath & Eck, LLC25,696$6.05M0.77%+42013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC25,474$5.99M0.56%-26013F-HRTimeline
YANKCOM Partnership25,025$5.89M3.15%13F-HRTimeline
AssuredPartners Investment Advisors, LLC24,372$5.73M1.12%13F-HRTimeline
Centennial Wealth Advisory LLC24,049$5.66M2.22%new13F-HRTimeline
Financial Partners Group, Inc23,669$5.57M0.81%-2513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED23,144$5.49M0.51%+21,01313F-HRTimeline
Berger Financial Group, Inc22,220$5.23M0.36%+49713F-HRTimeline
Oak Harvest Investment Services21,951$5.16M0.72%+5,19613F-HRTimeline
Foundations Investment Advisors, LLC21,851$5.14M0.1%+8,29513F-HRTimeline
Waldron Private Wealth LLC21,694$5.1M0.21%013F-HRTimeline
Kingsview Wealth Management, LLC21,462$5.05M0.1%-36713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC21,401$5.04M0.5%+90813F-HRTimeline
Trinity Wealth Management, LLC20,622$4.85M2.2%+23613F-HRTimeline
Future Financial Wealth Managment LLC20,559$4.84M3.54%+45713F-HRTimeline
HARBOUR INVESTMENTS, INC.20,544$4.83M0.14%-32213F-HRTimeline
Consolidated Portfolio Review Corp20,530$4.83M0.76%+80213F-HRTimeline
COZAD ASSET MANAGEMENT INC19,950$4.69M0.44%+1,02613F-HRTimeline
Sugar Maple Asset Management, LLC19,950$4.69M3.57%-1,65813F-HRTimeline
Avior Wealth Management, LLC19,602$4.61M0.17%-1,27913F-HRTimeline
Empire Life Investments Inc.19,600$4.61M0.29%+11,60013F-HRTimeline
Mezzasalma Advisors, LLC19,248$4.53M1.46%-35513F-HRTimeline
Symphony Financial Services, Inc.19,007$4.47M3.59%+4,31213F-HRTimeline
Nova Wealth Management, Inc.18,963$4.46M3.86%13F-HRTimeline
Perigon Wealth Management, LLC18,944$4.43M0.11%+5,57513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,830$4.43M0.05%new13F-HRTimelineGroup
Prime Buchholz LLC18,738$4.41M1.44%13F-HRTimeline
Betterment LLC18,543$4.36M0.01%+4,79613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC17,846$4.2M1.88%+92413F-HRTimeline
Summit Financial, LLC17,675$4.16M0.15%new13F-HRTimeline
FWG Investments, LLC.17,649$4.15M3.23%-63513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,557$4.13M<0.01%+1,71913F-HRTimelineGroup
Visionary Wealth Advisors17,408$4.1M0.24%+67613F-HRTimeline
Fiduciary Group, LLC16,668$3.92M0.39%+1,05513F-HRTimeline
Passumpsic Savings Bank16,243$3.82M2.38%+18813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,205$3.81M0.12%+7,47913F-HRTimelineGroup
Sanctuary Advisors, LLC15,719$3.75M0.02%-61613F-HRTimeline
BLAIR WILLIAM & CO/IL15,588$3.67M0.01%+61913F-HRTimeline
Darwin Wealth Management, LLC15,582$3.67M1.23%-1,92513F-HR/ATimeline
MGO ONE SEVEN LLC15,442$3.63M0.14%-10,89313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,436$3.63M0.01%new13F-HRTimelineGroup
CFC Planning Co LLC15,412$3.63M3.88%13F-HRTimeline
Global Wealth Management Investment Adv…15,330$3.61M0.74%-72613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,837$3.49M0.01%-41213F-HRTimelineGroup
Sovran Advisors, LLC15,118$3.49M0.5%13F-HRTimeline
Stokes Capital Advisors, LLC14,732$3.47M0.9%+19413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,679$3.45M<0.01%+6,02813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,601$3.44M<0.01%+44713F-HRTimelineGroup
Bond & Devick Financial Network, Inc.15,428$3.39M1.45%013F-HRTimeline
Samalin Investment Counsel, LLC13,891$3.27M1.4%+40513F-HRTimeline
IEQ CAPITAL, LLC13,645$3.21M0.03%-2913F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding13,593$3.2M-44,974Timeline
COMERICA BANK13,253$3.12M0.01%+57713F-HR/ATimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA12,558$2.95M0.02%013F-HRTimelineGroup
Advisory Services Network, LLC12,144$2.86M0.05%-1,79613F-HRTimeline
CHB Investment Group, LLC12,093$2.85M1.54%-1,53413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC12,000$2.82M<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.11,633$2.74M2.72%13F-HRTimeline
OxenFree Capital LLC11,351$2.67M2.01%-34713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,255$2.65M0.2%-60313F-HRTimeline
PFG Investments, LLC11,167$2.63M0.16%+16813F-HRTimeline
Keel Point, LLC11,138$2.62M0.21%+2413F-HRTimeline
Colonial River Investments, LLC10,601$2.49M1.21%new13F-HRTimeline
Creative Planningin group Creative Planning10,583$2.49M<0.01%+60713F-HRTimelineGroup
FLOW TRADERS U.S. LLC10,547$2.48M0.1%new13F-HRTimeline
Rockport Wealth LLC11,174$2.45M1.09%+1,89013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…10,423$2.45M0.91%-23813F-HRTimeline
Financial Freedom, LLC10,412$2.45M1.29%+30113F-HRTimeline