Skip to content
Disclosery

IWY ISHARES TR

Follow

RUS TP200 GR ETF (fund)

566 managers (575 13F filers) reported a position in IWY shares at 2025-06-30, 44,978,340 shares in all. 67 filers opened a position and 52 filers sold out during the quarter.

Managers
566
13F filers
575
New
67
Added
205
Reduced
193
Sold out
52
Shares held by filers
44,978,340

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA6,102,300$1.5B3.92%+72,25413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,428,451$1.34B-107,243Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,408,984$595M0.15%-6,46413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,209,077$545M0.04%+19,97813F-HRTimelineGroup
LPL Financial LLC2,196,699$542M0.18%+13,99613F-HRTimeline
Mariner, LLCin group Mariner, LLC1,496,630$369M0.53%-90,66713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,286,847$317M0.02%+64,80513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC937,852$231M0.31%-47,87313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO4,817,814$188M3.4%-90,55513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN679,015$167M0.04%+317,82513F-HRTimelineGroup
AE Wealth Management LLC627,860$155M1.13%+28,30213F-HRTimeline
Boulay Financial Advisors, LLC586,277$145M21.8%new13F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP582,864$144M0.21%-70,91013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC505,791$125M0.36%+25,19213F-HRTimeline
UBS Group AGin group UBS Group AG491,459$121M0.03%+32,04913F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp474,099$117M2.67%-23,40513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC473,945$117M0.04%-4,38313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC471,888$116M0.61%-29,12513F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC447,463$110M17.5%+31,64413F-HRTimeline
Wilmington Savings Fund Society, FSB378,684$93.3M1.66%-28,56013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.376,169$92.8M0.17%+41,89613F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…345,263$85.1M0.26%-51,52713F-HRTimeline
SVB WEALTH LLC322,606$79.5M4.26%new13F-HRTimeline
First Citizens Asset Management, Inc.298,042$73.5M26.05%+28213F-HR/ATimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP294,500$72.6M0.13%-125,20013F-HRTimelineGroup
Intelligence Driven Advisers, LLC271,149$66.8M10.08%+45,52013F-HRTimeline
Portfolio Strategies, Inc.264,830$65.2M8.5%-5,87913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding254,163$62.7M+19,933Timeline
SOA Wealth Advisors, LLC.248,717$61.3M11.52%+13,51513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA240,229$59.2M0.01%-15,18613F-HR/ATimelineGroup
Bryn Mawr Trust Advisors, LLC234,572$57.8M3.17%+17,29513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.226,275$55.8M0.31%-4,70913F-HRTimeline
Wharton Business Group, LLC197,634$48.7M2.06%+1,73013F-HRTimeline
Richard P Slaughter Associates Inc191,684$47.3M9.63%-3,85113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC187,654$46.3M0.78%-17,07313F-HRTimeline
Cetera Investment Advisers181,144$44.7M0.08%+12,93213F-HRTimeline
DAVENPORT & Co LLC161,482$39.8M0.22%+16,04313F-HRTimeline
NewEdge Advisors, LLC154,374$38.1M0.2%-2,15713F-HRTimeline
Proficio Capital Partners LLC150,033$37M2.31%new13F-HRTimeline
HighTower Advisors, LLC142,694$35.2M0.04%+6,05013F-HRTimeline
Sterling Capital Management LLC142,663$35.2M0.5%+12,24013F-HR/ATimeline
Global Retirement Partners, LLC136,269$33.6M0.83%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.133,025$32.8M0.53%-1,34213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ProVise Management Group, LLC130,751$32.2M2.55%-52613F-HRTimeline
MONECO ADVISORS, LLC122,248$30.1M2.8%+7,37913F-HRTimeline
Compton Wealth Advisory Group, LLC121,265$29.9M7.56%-1,73913F-HRTimeline
CW Advisors, LLC120,120$29.6M0.29%+70,51913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…116,296$28.7M0.02%+13,26613F-HRTimelineGroup
Aspire Capital Advisors LLC116,215$28.6M7.91%+3,79013F-HRTimeline
Simplicity Wealth,LLC113,247$27.9M1.16%+55,91313F-HRTimeline
Perennial Investment Advisors, LLC111,677$27.5M2.67%+12,51113F-HRTimeline
Waverly Advisors, LLC111,713$27.5M0.3%-53913F-HRTimeline
Integrated Capital Management, LLC104,017$26.3M12.61%+3,00513F-HRTimeline
Valmark Advisers, Inc.103,763$25.6M0.36%+1,86213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp102,763$25.3M0.09%-67713F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC101,835$25.1M7.74%+4,22313F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP98,312$24.1M0.02%+23,62213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management94,439$23.3M0.31%+12,51213F-HRTimelineGroup
LifeWealth Investments, LLC94,037$23.2M8.43%+20,85413F-HR/ATimeline
BUSH INVESTMENT GROUP, LLC91,566$22.6M15.16%-11,18213F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC89,597$22.1M0.02%+53,10713F-HRTimelineGroup
Merit Financial Group, LLC85,249$21M0.23%-4,27713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC83,443$20.6M2.05%+17,33113F-HRTimeline
Fischer Financial Services, Inc.83,325$20.5M6.04%+3,32113F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding82,875$20.4M+31,225Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …80,605$19.9M0.45%+44,50413F-HRTimelineGroup
Forum Private Client Group LLC79,080$19.5M7.51%+10,53313F-HRTimeline
Investors Research Corp77,781$19.2M3.76%+5,21413F-HRTimeline
Hidden Cove Wealth Management, LLC76,178$18.8M13.6%-13013F-HRTimeline
JSF Financial, LLC74,342$18.3M4.36%+5,46713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO71,791$17.7M<0.01%-3,88413F-HRTimelineGroup
Family Capital Management, Inc.63,144$15.6M8.16%+1,96013F-HRTimeline
One Capital Management, LLC62,066$15.3M0.53%-164,14913F-HRTimeline
Stonebridge Financial Planning Group, L…61,717$15.2M6.35%-2,02313F-HRTimeline
Cosner Financial Group, LLC61,578$15.2M8.45%+5,73713F-HRTimeline
Horst & Graben Wealth Management LLC59,889$14.8M2.44%-7,58913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC58,845$14.5M<0.01%-44,06913F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC58,760$14.5M1.01%+4,51013F-HRTimeline
VestGen Advisors, LLC56,639$14.5M0.58%-2,14713F-HRTimeline
Certified Advisory Corp58,361$14.4M1.5%+4,26213F-HRTimeline
Auxano Advisors, LLC56,940$14M3.28%+1,58013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.55,325$13.6M0.11%-1,46013F-HRTimelineGroup
McAdam, LLC52,516$12.9M0.71%-7,20713F-HRTimeline
Performance Wealth Partners, LLC51,639$12.7M0.41%new13F-HRTimeline
Kingdom Financial Group LLC.50,793$12.5M10.94%-36,06913F-HRTimeline
Apexium Financial, LP49,751$12.3M0.65%+1,35813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding49,584$12.2M+2,578Timeline
Prosperity Consulting Group, LLC49,490$12.2M0.89%+65413F-HRTimeline
Prime Capital Investment Advisors, LLC46,930$11.6M0.15%-2,39913F-HRTimeline
Bluesphere Advisors LLC45,188$11.1M5.55%-2,63213F-HRTimeline
Asset Allocation Strategies LLC45,020$11.1M2.45%+57013F-HRTimeline
Family Manage LLC43,177$10.6M1.62%-9,79913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…42,675$10.6M0.02%-4,68213F-HRTimeline
Benchmark Financial Wealth Advisors, LLC42,179$10.4M3.44%-3,86913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding42,090$10.4M-120,645Timeline
B.O.S.S. Retirement Advisors, LLC42,089$10.4M2.61%+93113F-HRTimeline
Crumly & Associates Inc.41,428$10.2M2.49%-15213F-HRTimeline
Sculati Wealth Management, LLC41,292$10.2M3.82%+38,64313F-HRTimeline
Private Advisor Group, LLC38,957$9.6M0.05%-5,40013F-HRTimeline
Bond & Devick Financial Network, Inc.38,000$9.37M3.12%+1,41913F-HRTimeline
626 Financial, LLC37,250$9.18M4.31%+97113F-HR/ATimeline
Meridian Financial Partners LLC36,601$9.02M4.24%+2,00013F-HRTimeline
Seros Financial, LLC35,537$8.76M5.55%+1,27313F-HRTimeline
WIN ADVISORS, INC33,965$8.37M4.04%new13F-HRTimeline
EWG Elevate Inc.33,767$8.32M2.56%new13F-HRTimeline
World Investment Advisors33,373$8.23M0.19%+32,42013F-HRTimeline
FORONJY FINANCIAL LLC33,220$8.19M3.83%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.33,143$8.17M0.01%+69713F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC32,605$8.04M0.26%-46813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC31,854$7.85M0.7%+4,85213F-HRTimeline
CGC Financial Services, LLC31,781$7.83M2.65%new13F-HRTimeline
YANKCOM Partnership31,231$7.7M3.77%+6,38013F-HRTimeline
Burns Matteson Capital Management, LLC31,185$7.69M3.71%+1,47913F-HRTimeline
Processus Wealth & Capital Management, …31,139$7.68M6.06%-1,19813F-HRTimeline
WJ Wealth Management, LLC29,823$7.35M2.32%-1,32213F-HRTimeline
IFP Advisors, Inc29,427$7.25M0.21%+1,29013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…28,250$6.96M0.02%-129,91813F-HR/ATimelineGroup
Trivium Point Advisory, LLC28,016$6.91M0.75%+1,54513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP27,338$6.74M0.01%+9,62913F-HRTimelineGroup
McIlrath & Eck, LLC26,562$6.55M0.75%+3,20113F-HRTimeline
COZAD ASSET MANAGEMENT INC26,476$6.53M0.57%+3,41513F-HR/ATimeline
Oak Harvest Investment Services26,116$6.44M0.81%+1,46113F-HRTimeline
FMR LLCin group FMR LLC25,490$6.28M<0.01%+53113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS25,488$6.28M0.01%+2613F-HRTimeline
TABR Capital Management, LLC24,907$6.14M5.26%new13F-HRTimeline
Systelligence, LLC24,887$6.13M1.13%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC24,684$6.08M1.68%-4,92213F-HRTimelineGroup
Betterment LLC23,660$5.83M0.01%+3,19613F-HRTimeline
Financial Partners Group, Inc23,459$5.78M0.8%+713F-HRTimeline
Bouvel Investment Partners, LLC23,446$5.78M1.96%new13F-HRTimeline
Milestone Investment Advisors LLC22,996$5.67M1.48%-2,16413F-HRTimeline
Argent Trust Co22,189$5.47M0.21%+11,62013F-HRTimeline
Financial Freedom, LLC22,000$5.42M2.92%-9313F-HRTimeline
Berger Financial Group, Inc21,925$5.4M0.35%-1,12513F-HRTimeline
Sanctuary Advisors, LLC21,877$5.39M0.03%-5913F-HRTimeline
Perigon Wealth Management, LLC21,869$5.39M0.13%+30513F-HRTimeline
Geneos Wealth Management Inc.21,835$5.38M0.13%-64,29913F-HRTimeline
Waldron Private Wealth LLC21,694$5.35M0.23%013F-HRTimeline
HARBOUR INVESTMENTS, INC.21,378$5.27M0.13%-9113F-HRTimeline
Janney Montgomery Scott LLC21,371$5.27M0.01%+1,09113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC21,338$5.26M0.13%-10,73013F-HRTimeline
Empire Life Investments Inc.21,300$5.25M0.33%+1,00013F-HRTimeline
Nova Wealth Management, Inc.21,072$5.19M3.81%+1,08813F-HRTimeline
Capital Asset Advisory Services LLC21,275$5.19M0.24%-10,76913F-HRTimeline
Kingsview Wealth Management, LLC20,974$5.17M0.09%-5813F-HRTimeline
Fiduciary Group, LLC20,616$5.08M0.48%+1,81913F-HRTimeline
Cyndeo Wealth Partners, LLC20,507$5.06M0.3%+1,96713F-HRTimeline
Symphony Financial Services, Inc.20,461$5.04M3.01%+30213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC19,109$4.91M0.45%-2,06513F-HRTimeline
Mezzasalma Advisors, LLC19,906$4.91M1.47%+26413F-HRTimeline
Future Financial Wealth Managment LLC19,890$4.9M3.34%-51113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\19,666$4.85M0.01%+3,89413F-HRTimelineGroup
Patton Albertson Miller Group, LLC19,467$4.8M0.63%013F-HRTimeline
Summit Trail Advisors, LLC19,342$4.77M0.08%new13F-HRTimeline
Orion Porfolio Solutions, LLC19,165$4.72M0.04%-1,98113F-HR/ATimeline
Elevation Capital Advisory, LLC18,575$4.58M1.84%+2,33013F-HRTimeline
Samalin Investment Counsel, LLC18,448$4.55M1.75%+2,93313F-HRTimeline
Consolidated Portfolio Review Corp17,940$4.42M0.61%-11113F-HRTimeline
Summit Financial, LLC17,612$4.34M0.1%-44113F-HRTimeline
Avior Wealth Management, LLC17,220$4.24M0.15%-57513F-HRTimeline
FWG Investments, LLC.16,576$4.09M3.11%-14713F-HRTimeline
BLAIR WILLIAM & CO/IL16,221$4M0.01%-30313F-HRTimeline
Ameliora Wealth Management Ltd.15,950$3.93M1.41%-11,32313F-HRTimeline
Prime Buchholz LLC15,914$3.92M1.25%-2,82413F-HRTimeline
Ashton Thomas Private Wealth, LLC15,851$3.91M0.14%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,487$3.82M0.32%-46913F-HRTimeline
MGO ONE SEVEN LLC15,446$3.81M0.12%-79813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC15,303$3.77M1.25%-1,21313F-HR/ATimeline
IEQ CAPITAL, LLC15,255$3.76M0.02%+1,62613F-HRTimeline
Darwin Wealth Management, LLC14,988$3.69M1.28%-59413F-HRTimeline
COMERICA BANK14,674$3.62M0.01%-1,03813F-HRTimeline
Global Wealth Management Investment Adv…14,534$3.58M0.67%013F-HRTimeline
Sovran Advisors, LLC14,346$3.54M0.37%-32513F-HRTimeline
Belpointe Asset Management LLC14,221$3.51M0.15%+6,00413F-HRTimeline
Fortis Capital Advisors, LLC14,221$3.51M0.63%+6,00413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,110$3.48M0.05%+8,19313F-HRTimelineGroup
Rossby Financial, LCC13,910$3.43M1.29%-47513F-HRTimeline
Stokes Capital Advisors, LLC13,907$3.43M0.84%-1,30313F-HRTimeline
NWAM LLC13,336$3.41M0.2%new13F-HR/ATimeline
Visionary Wealth Advisors13,526$3.33M0.17%-3,92913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,493$3.33M<0.01%-49413F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC13,353$3.29M0.95%-34013F-HRTimeline
EP Wealth Advisors, LLC13,140$3.24M0.02%+11,39913F-HRTimeline
Foundations Investment Advisors, LLC12,549$3.09M0.05%+94313F-HRTimeline
Glenmede Investment Management, LP12,436$3.07M0.02%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,010$2.96M<0.01%+5,91913F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,910$2.94M0.01%+1,26813F-HRTimelineGroup
CHB Investment Group, LLC11,821$2.91M1.49%+20013F-HRTimeline
Advisory Services Network, LLC11,344$2.9M0.05%-28613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,635$2.87M0.01%-91413F-HR/ATimelineGroup
Quest 10 Wealth Builders, Inc.11,551$2.85M2.77%+24913F-HRTimeline
Creative Planningin group Creative Planning11,533$2.84M<0.01%-2,10113F-HRTimelineGroup
Keel Point, LLC11,323$2.79M0.18%-1,62213F-HRTimeline
OxenFree Capital LLC11,217$2.77M1.7%-2213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,107$2.74M0.18%-36613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding10,781$2.66M+330Timeline
Valued Retirements, Inc.10,756$2.65M2.99%+1,64213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,669$2.63M0.07%-2,06213F-HRTimelineGroup
Lloyd Advisory Services, LLC.10,498$2.59M1.25%+5,45713F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…10,304$2.54M2.34%+40313F-HRTimeline