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Disclosery

IWY ISHARES TR

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RUS TP200 GR ETF (fund)

553 managers (559 13F filers) reported a position in IWY shares at 2025-03-31, 43,964,195 shares in all. 50 filers opened a position and 76 filers sold out during the quarter.

Managers
553
13F filers
559
New
50
Added
195
Reduced
213
Sold out
76
Shares held by filers
43,964,195

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,030,046$1.27B3.97%-215,35413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,535,694$1.17B-2,623,915Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,415,448$509M0.14%+50,43113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,189,099$462M0.04%+679,93113F-HRTimelineGroup
LPL Financial LLC2,182,703$460M0.18%-29,96413F-HRTimeline
Mariner, LLCin group Mariner, LLC1,587,297$335M0.56%+89,99813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,222,042$258M0.02%-211,50813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC985,725$208M0.29%-693,44313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP653,774$138M0.22%-10,54813F-HRTimelineGroup
AE Wealth Management LLC599,558$126M1.06%-50,46413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC501,013$106M0.62%+51113F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp497,504$105M6.35%-6,03613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC480,599$101M0.34%-107,91113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC478,328$101M0.04%+27,03013F-HRTimelineGroup
UBS Group AGin group UBS Group AG459,410$96.9M0.02%+56,88913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP419,700$88.5M0.19%+122,80013F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC415,819$87.4M16.78%+151,69613F-HRTimeline
Wilmington Savings Fund Society, FSB407,244$85.9M1.61%-20,38013F-HRTimeline
Cambridge Investment Research Advisors,…396,790$83.7M0.28%-5,28413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN361,190$76.2M0.02%-103,32713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.334,273$70.6M0.16%-85,02613F-HRTimelineGroup
First Citizens Asset Management, Inc.297,760$62.8M24.43%-9,04713F-HR/ATimeline
Portfolio Strategies, Inc.270,709$57.1M8.84%-1,28313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA255,415$53.9M0.01%+11,94013F-HR/ATimelineGroup
SOA Wealth Advisors, LLC.235,202$49.6M10.36%-62,08813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding234,230$49.4M-10,275Timeline
AVANTAX ADVISORY SERVICES, INC.230,984$48.7M0.3%-7,56013F-HRTimeline
One Capital Management, LLC226,215$47.7M1.61%-9,49913F-HRTimeline
Intelligence Driven Advisers, LLC225,629$47.6M9.17%-2,10713F-HRTimeline
Bryn Mawr Trust Advisors, LLC217,277$45.8M2.75%-28,17013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC204,727$43.2M0.81%-46,50013F-HRTimeline
Wharton Business Group, LLC195,904$41.3M1.87%+1,23513F-HRTimeline
Richard P Slaughter Associates Inc195,535$41.2M9.64%+131,97713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC162,735$38.3M0.86%013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…158,168$35.8M0.08%+4,86213F-HR/ATimelineGroup
Cetera Investment Advisers168,212$35.5M0.07%-122,66513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO4,908,369$35.4M0.9%-137,83713F-HRTimeline
NewEdge Advisors, LLC156,531$33M0.2%-33,37413F-HRTimeline
DAVENPORT & Co LLC145,439$30.7M0.18%+54,28113F-HRTimeline
HighTower Advisors, LLC136,644$28.8M0.04%-41,90013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.134,367$28.3M0.5%-74,07913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ProVise Management Group, LLC131,277$27.7M2.35%+4,60113F-HRTimeline
Sterling Capital Management LLC130,423$27.5M0.43%-3,64213F-HRTimeline
Compton Wealth Advisory Group, LLC123,004$25.9M7.2%-1,53813F-HRTimeline
MONECO ADVISORS, LLC114,869$24.2M2.51%+17,58613F-HR/ATimeline
Aspire Capital Advisors LLC112,425$23.7M7.08%-11,52513F-HRTimeline
Waverly Advisors, LLC112,252$23.7M0.29%+28013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp103,440$21.8M0.08%+9613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…103,030$21.7M0.02%-9,20013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC102,914$21.7M<0.01%+44,91813F-HR/ATimelineGroup
BUSH INVESTMENT GROUP, LLC102,748$21.7M16.33%+54213F-HRTimeline
Valmark Advisers, Inc.101,901$21.5M0.32%-1,59813F-HRTimeline
Integrated Capital Management, LLC101,012$21.3M11.73%+1,20413F-HRTimeline
Perennial Investment Advisors, LLC99,166$20.9M2.36%+30,45413F-HRTimeline
HOWARD BAILEY SECURITIES, LLC97,612$20.6M6.86%+6,13113F-HR/ATimeline
Merit Financial Group, LLC89,526$18.9M0.28%+9,77613F-HRTimeline
Kingdom Financial Group LLC.86,862$18.3M13.43%-5,53713F-HRTimeline
Geneos Wealth Management Inc.86,134$18.2M0.27%+33,77413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management81,927$17.3M0.25%+6,77313F-HRTimelineGroup
Fischer Financial Services, Inc.80,004$16.9M5.44%+3,39413F-HRTimeline
Hidden Cove Wealth Management, LLC76,308$16.1M12.73%-2,62913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO75,675$16M<0.01%+26,67213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP74,690$15.7M0.01%+21,67013F-HR/ATimelineGroup
LifeWealth Investments, LLC73,183$15.4M7.42%+31,34613F-HR/ATimeline
Investors Research Corp72,567$15.3M3.32%+4,51213F-HRTimeline
JSF Financial, LLC68,875$14.5M3.83%+20,34313F-HRTimeline
Forum Private Client Group LLC68,547$14.5M6.28%+1,32813F-HRTimeline
Anderson Financial Strategies, LLC67,577$14.3M8.72%+8,40713F-HRTimeline
Horst & Graben Wealth Management LLC67,478$14.2M2.55%-8,97513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC66,112$13.9M1.62%+8,89313F-HRTimeline
Stonebridge Financial Planning Group, L…63,740$13.4M6.14%-2,64913F-HRTimeline
Family Capital Management, Inc.61,184$12.9M7.96%+1,32413F-HRTimeline
McAdam, LLC59,723$12.6M0.78%+79813F-HRTimeline
VestGen Advisors, LLC58,786$12.4M0.56%13F-HRTimeline
Simplicity Wealth,LLC57,334$12.1M0.94%+55,17813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.56,785$12M0.11%-97,20613F-HRTimelineGroup
Cosner Financial Group, LLC55,841$11.8M7.2%+54913F-HRTimeline
Auxano Advisors, LLC55,360$11.7M3.09%+3,24013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC54,250$11.4M0.71%+2,57213F-HRTimeline
Certified Advisory Corp54,099$11.4M1.29%+2,09213F-HRTimeline
Baltimore-Washington Financial Advisors…53,027$11.2M0.59%+1,67713F-HRTimeline
Family Manage LLC52,976$11.2M1.85%+25,15613F-HRTimeline
Williams Financial, LLC52,043$11M7.67%-61,22813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding51,650$10.9M+5,516Timeline
Kovack Advisors, Inc.51,027$10.8M1.14%+9213F-HRTimeline
CW Advisors, LLC49,601$10.5M0.13%new13F-HRTimeline
Prime Capital Investment Advisors, LLC49,329$10.4M0.12%+10,88413F-HRTimeline
Prosperity Consulting Group, LLC48,836$10.3M0.8%+8,56213F-HRTimeline
Apexium Financial, LP48,393$10.2M0.61%-55213F-HRTimeline
Bluesphere Advisors LLC47,820$10.1M5.77%-70213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…47,357$9.99M0.02%+5,28513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding47,006$9.92M+6,565Timeline
Benchmark Financial Wealth Advisors, LLC46,048$9.71M3.67%-14,31113F-HRTimeline
Asset Allocation Strategies LLC44,450$9.38M2.33%-55413F-HRTimeline
Private Advisor Group, LLC44,357$9.36M0.06%-3,94013F-HRTimeline
Crumly & Associates Inc.41,580$8.77M2.42%-17313F-HRTimeline
B.O.S.S. Retirement Advisors, LLC41,158$8.68M2.52%-3,68613F-HRTimeline
Ethos Financial Group, LLC33,838$7.98M0.76%013F-HRTimeline
Bond & Devick Financial Network, Inc.36,581$7.72M2.8%+21,15313F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding36,490$7.7M+22,897Timeline
626 Financial, LLC36,279$7.65M3.94%+2,65113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …36,101$7.62M0.2%-71,71713F-HRTimelineGroup
Meridian Financial Partners LLC34,601$7.3M3.7%+34213F-HRTimeline
Seros Financial, LLC34,264$7.23M5.4%-11,78313F-HRTimeline
Wolf Group Capital Advisors33,923$7.16M2.4%-4,36013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,882$7.15M0.01%+30,13813F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC33,073$6.98M0.24%-1,56213F-HRTimeline
Veridan Wealth LLC32,797$6.92M3.13%+3,81013F-HRTimeline
Capital Asset Advisory Services LLC32,044$6.87M0.35%-1,11613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.32,446$6.84M0.01%-1,97113F-HRTimelineGroup
Processus Wealth & Capital Management, …32,337$6.82M5.81%+46513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC32,068$6.76M0.18%-11,68813F-HRTimeline
WJ Wealth Management, LLC31,145$6.57M2.32%-36,88013F-HRTimeline
Burns Matteson Capital Management, LLC29,706$6.27M3.37%-10713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC29,606$6.25M1.6%-1,17413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,480$6.22M0.01%+24,91613F-HRTimelineGroup
IFP Advisors, Inc28,137$5.94M0.18%-1,44913F-HRTimeline
Ameliora Wealth Management Ltd.27,273$5.75M2.16%-5,44813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC27,002$5.7M0.55%+1,52813F-HRTimeline
Trivium Point Advisory, LLC26,471$5.58M0.69%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS25,462$5.37M0.01%-5,98713F-HRTimeline
AssuredPartners Investment Advisors, LLC25,240$5.32M1.03%+86813F-HRTimeline
Milestone Investment Advisors LLC25,160$5.31M1.47%-2,15613F-HRTimeline
FMR LLCin group FMR LLC24,959$5.26M<0.01%-80713F-HRTimelineGroup
YANKCOM Partnership24,851$5.24M2.88%-17413F-HRTimeline
Oak Harvest Investment Services24,655$5.2M0.73%+2,70413F-HRTimeline
Caprock Group, LLC24,583$5.19M0.16%new13F-HRTimeline
Atria Wealth Solutions, Inc.23,912$5.04M0.06%-39,13413F-HRTimeline
Financial Partners Group, Inc23,452$4.95M0.76%-21713F-HRTimeline
McIlrath & Eck, LLC23,361$4.93M0.61%-2,33513F-HRTimeline
COZAD ASSET MANAGEMENT INC23,061$4.86M0.49%+3,11113F-HRTimeline
Berger Financial Group, Inc23,050$4.86M0.34%+83013F-HRTimeline
Financial Freedom, LLC22,093$4.66M2.68%+11,68113F-HRTimeline
Sanctuary Advisors, LLC21,936$4.63M0.03%+6,21713F-HRTimeline
Waldron Private Wealth LLC21,694$4.58M0.22%013F-HRTimeline
Perigon Wealth Management, LLC21,564$4.55M0.12%+2,62013F-HRTimeline
HARBOUR INVESTMENTS, INC.21,469$4.53M0.13%+92513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC21,174$4.51M0.48%-22713F-HRTimeline
Orion Porfolio Solutions, LLC21,146$4.46M0.04%-318,84213F-HRTimeline
Orion Portfolio Solutions, LLC21,146$4.46M0.04%-318,84213F-HR/ATimeline
Kingsview Wealth Management, LLC21,032$4.44M0.08%-43013F-HRTimeline
Betterment LLC20,464$4.32M0.01%+1,92113F-HRTimeline
Trinity Wealth Management, LLC20,462$4.32M1.97%-16013F-HRTimeline
Future Financial Wealth Managment LLC20,401$4.3M3.16%-15813F-HRTimeline
Empire Life Investments Inc.20,300$4.28M0.28%+70013F-HRTimeline
Janney Montgomery Scott LLC20,280$4.28M0.01%+15,81713F-HRTimeline
Symphony Financial Services, Inc.20,159$4.25M2.78%+1,15213F-HRTimeline
Nova Wealth Management, Inc.19,984$4.22M3.64%+1,02113F-HR/ATimeline
Mezzasalma Advisors, LLC19,642$4.14M1.43%+39413F-HRTimeline
Patton Albertson Miller Group, LLC19,467$4.11M0.61%new13F-HR/ATimeline
Fiduciary Group, LLC18,797$3.97M0.4%+2,12913F-HRTimeline
Prime Buchholz LLC18,738$3.95M1.38%013F-HRTimeline
Cyndeo Wealth Partners, LLC18,540$3.91M0.26%+16,66513F-HRTimeline
Sugar Maple Asset Management, LLC18,297$3.86M3.04%-1,65313F-HRTimeline
Summit Financial, LLC18,053$3.81M0.11%+37813F-HRTimeline
Consolidated Portfolio Review Corp18,051$3.81M0.61%-2,47913F-HRTimeline
Avior Wealth Management, LLC17,795$3.75M0.14%-1,80713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,709$3.74M<0.01%+15213F-HRTimelineGroup
Visionary Wealth Advisors17,455$3.68M0.22%+4713F-HRTimeline
Darwin Wealth Management, LLC15,582$3.67M1.23%013F-HRTimeline
FWG Investments, LLC.16,723$3.53M4.14%-92613F-HRTimeline
BLAIR WILLIAM & CO/IL16,524$3.49M0.01%+93613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC16,516$3.48M1.37%-1,33013F-HRTimeline
Elevation Capital Advisory, LLC16,245$3.43M1.49%-18,70813F-HRTimeline
MGO ONE SEVEN LLC16,244$3.43M0.13%+80213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,956$3.36M0.31%-7,18813F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\15,772$3.33M<0.01%+1,09313F-HRTimelineGroup
COMERICA BANK15,712$3.31M0.01%+2,45913F-HRTimeline
Samalin Investment Counsel, LLC15,515$3.27M1.33%+1,62413F-HRTimeline
Stokes Capital Advisors, LLC15,210$3.21M0.82%+47813F-HRTimeline
Global Wealth Management Investment Adv…14,534$3.07M0.61%-79613F-HRTimeline
Rossby Financial, LCC14,385$3.06M1.32%new13F-HRTimeline
GWN SECURITIES INC.14,373$3.03M0.17%+13,49913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,987$2.95M<0.01%-61413F-HRTimelineGroup
Sovran Advisors, LLC14,671$2.93M0.38%-44713F-HRTimeline
KELLY FINANCIAL GROUP LLC13,693$2.89M0.9%new13F-HRTimeline
Creative Planningin group Creative Planning13,634$2.88M<0.01%+3,05113F-HRTimelineGroup
IEQ CAPITAL, LLC13,629$2.88M0.02%-1613F-HRTimeline
Keel Point, LLC12,945$2.73M0.21%+1,80713F-HRTimeline
PFG Investments, LLC12,931$2.73M0.17%+1,76413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,731$2.69M0.08%-3,47413F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA12,558$2.65M0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,549$2.65M0.01%-2,28813F-HRTimelineGroup
Advisory Services Network, LLC11,630$2.45M0.05%-51413F-HRTimeline
CHB Investment Group, LLC11,621$2.45M1.3%-47213F-HRTimeline
Foundations Investment Advisors, LLC11,606$2.45M0.05%-10,24513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,473$2.42M0.18%+21813F-HRTimeline
Quest 10 Wealth Builders, Inc.11,302$2.38M2.55%-33113F-HRTimeline
IHT Wealth Management, LLC11,202$2.36M0.07%+2,16113F-HRTimeline
Argent Trust Co10,569$2.23M0.09%+1,98013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding10,451$2.2M+74Timeline
OxenFree Capital LLC11,239$2.18M1.66%-11213F-HRTimeline
CWM, LLCin group CWM, LLC10,136$2.14M0.01%+11413F-HRTimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…9,901$2.09M1.73%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,828$2.07M0.04%-8013F-HRTimelineGroup
WORLD EQUITY GROUP, INC.9,730$2.05M0.59%+7,77513F-HRTimeline
Arcadia Wealth Management, LLC9,613$2.03M1%-17113F-HRTimeline
B. Riley Wealth Advisors, Inc.9,582$2.02M0.06%-25,47813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,642$2M<0.01%+2,73813F-HRTimelineGroup
Able Wealth Management LLC9,404$1.98M1.18%+3,00713F-HRTimeline