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Disclosery

IWY ISHARES TR

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RUS TP200 GR ETF (fund)

612 managers (620 13F filers) reported a position in IWY shares at 2025-09-30, 46,826,170 shares in all. 76 filers opened a position and 30 filers sold out during the quarter.

Managers
612
13F filers
620
New
76
Added
225
Reduced
192
Sold out
30
Shares held by filers
46,826,170

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,121,020$1.68B+692,569Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,943,258$1.63B3.94%-159,04213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,180,008$870M0.2%+771,02413F-HRTimelineGroup
LPL Financial LLC2,388,164$654M0.19%+191,46513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,112,677$578M0.04%-96,40013F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC1,460,755$400M0.52%-35,87513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,306,536$358M0.02%+19,68913F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC938,911$257M0.33%+1,05913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO4,577,231$253M5.45%-240,58313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN718,537$197M0.04%+39,52213F-HRTimelineGroup
AE Wealth Management LLC625,759$171M1.09%-2,10113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP582,910$160M0.22%+4613F-HRTimelineGroup
Boulay Financial Advisors, LLC572,205$157M21.98%-14,07213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.570,480$152M0.21%+194,31113F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp501,116$137M2.58%+27,01713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC495,999$136M0.04%+22,05413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC472,601$129M0.53%+71313F-HRTimelineGroup
UBS Group AGin group UBS Group AG442,840$121M0.02%-48,61913F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC441,664$121M16.62%-5,79913F-HRTimeline
Cetera Investment Advisers417,107$114M0.13%+235,96313F-HRTimeline
MML INVESTORS SERVICES, LLC413,003$113M0.3%-92,78813F-HRTimeline
Wilmington Savings Fund Society, FSB375,287$103M2.48%-3,39713F-HR/ATimeline
Cambridge Investment Research Advisors,…361,057$98.8M0.27%+15,79413F-HRTimeline
SVB WEALTH LLC321,996$88.1M4.74%-61013F-HRTimeline
First Citizens Asset Management, Inc.296,539$81.1M28.79%-1,50313F-HR/ATimeline
FIRST CITIZENS INVESTOR SERVICES, INC.275,704$75.4M29.16%13F-HRTimeline
Intelligence Driven Advisers, LLC267,295$73.1M10.14%-3,85413F-HRTimeline
Portfolio Strategies, Inc.260,376$71.2M8.28%-4,45413F-HRTimeline
Bryn Mawr Trust Advisors, LLC258,491$70.7M3.51%+23,91913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding258,365$70.7M+4,202Timeline
SOA Wealth Advisors, LLC.251,619$68.9M11.81%+2,90213F-HRTimeline
Clark Capital Management Group, Inc.251,390$68.8M0.43%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA241,135$66M0.01%+90613F-HRTimelineGroup
Wharton Business Group, LLC197,394$54M2.36%-24013F-HRTimeline
DAVENPORT & Co LLC172,267$47.1M0.25%+10,78513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC171,625$47M0.74%-16,02913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.167,617$45.9M0.69%+34,59213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prosperity Consulting Group, LLC167,301$45.8M2.26%+117,81113F-HRTimeline
NewEdge Advisors, LLC153,915$42.1M0.19%-45913F-HRTimeline
Richard P Slaughter Associates Inc152,957$41.9M9.02%-38,72713F-HRTimeline
Global Retirement Partners, LLC146,957$40.2M0.9%+10,68813F-HRTimeline
Sterling Capital Management LLC135,006$36.9M0.54%-7,65713F-HRTimeline
ProVise Management Group, LLC130,634$35.7M2.64%-11713F-HRTimeline
MONECO ADVISORS, LLC127,249$34.8M2.91%+5,00113F-HRTimeline
Orion Porfolio Solutions, LLC124,348$34M0.26%+105,18313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding123,359$33.8M+81,269Timeline
Perennial Investment Advisors, LLC121,002$33.1M2.74%+9,32513F-HRTimeline
Compton Wealth Advisory Group, LLC119,680$32.8M7.58%-1,58513F-HRTimeline
Aspire Capital Advisors LLC116,950$32M7.89%+73513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP115,835$31.4M0.02%+17,52313F-HRTimelineGroup
Waverly Advisors, LLC112,532$30.8M0.31%+81913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…109,420$29.9M0.02%-6,87613F-HRTimelineGroup
HighTower Advisors, LLC107,101$29.3M0.03%-35,59313F-HRTimeline
Valmark Advisers, Inc.104,307$28.5M0.37%+54413F-HRTimeline
HOWARD BAILEY SECURITIES, LLC103,846$28.4M8.09%+2,01113F-HR/ATimeline
LifeWealth Investments, LLC100,691$27.6M9.08%+6,65413F-HR/ATimeline
M&T Bank Corpin group M&T Bank Corp98,834$27M0.09%-3,92913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management97,518$26.7M0.32%+3,07913F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC85,959$23.5M2.07%+2,51613F-HRTimeline
Merit Financial Group, LLC84,050$23M0.21%-1,19913F-HR/ATimeline
Forum Private Client Group LLC83,945$23M8.18%+4,86513F-HRTimeline
Fischer Financial Services, Inc.83,282$22.8M6.14%-4313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…80,544$22M0.04%+52,29413F-HRTimelineGroup
Investors Research Corp80,543$22M4.08%+2,76213F-HRTimeline
Hidden Cove Wealth Management, LLC79,522$21.8M14.38%+3,34413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …78,616$21.5M0.45%-1,98913F-HRTimelineGroup
BUSH INVESTMENT GROUP, LLC74,062$20.3M12.01%-17,50413F-HRTimeline
JSF Financial, LLC72,640$19.9M4.41%-1,70213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO71,199$19.5M<0.01%-59213F-HR/ATimelineGroup
WIN ADVISORS, INC71,144$19.5M9.48%+37,17913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding66,025$18.1M-16,850Timeline
Performance Wealth Partners, LLC65,327$17.9M0.5%+13,68813F-HRTimeline
Family Capital Management, Inc.63,515$17.4M8.3%+37113F-HRTimeline
Stonebridge Financial Planning Group, L…62,519$17.1M6.42%+80213F-HRTimeline
Kingdom Financial Group LLC.62,354$17.1M10.43%+11,56113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC60,795$16.6M1.03%+2,03513F-HRTimeline
Auxano Advisors, LLC60,426$16.5M3.52%+3,48613F-HRTimeline
Certified Advisory Corp59,782$16.4M1.55%+1,42113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC58,593$16M<0.01%-25213F-HRTimelineGroup
Horst & Graben Wealth Management LLC58,173$15.9M2.43%-1,71613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.57,595$15.8M0.12%+2,27013F-HRTimelineGroup
VestGen Advisors, LLC56,997$15.6M0.52%+35813F-HRTimeline
Simplicity Wealth,LLC54,884$15M0.87%-58,36313F-HRTimeline
Apexium Financial, LP52,045$14.2M0.69%+2,29413F-HRTimeline
Elevation Capital Advisory, LLC52,003$14.2M5.68%+33,42813F-HRTimeline
Sculati Wealth Management, LLC51,053$14M4.93%+9,76113F-HRTimeline
McAdam, LLC50,981$14M0.69%-1,53513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding50,935$13.9M+1,351Timeline
Family Manage LLC50,797$13.9M1.93%+7,62013F-HRTimeline
One Capital Management, LLC50,788$13.9M0.44%-11,27813F-HRTimeline
Prime Capital Investment Advisors, LLC46,868$12.8M0.16%-6213F-HRTimeline
Asset Allocation Strategies LLC45,187$12.4M2.45%+16713F-HRTimeline
Argent Trust Co43,212$11.8M0.42%+21,02313F-HRTimeline
Benchmark Financial Wealth Advisors, LLC43,060$11.8M3.55%+88113F-HRTimeline
Bluesphere Advisors LLC42,820$11.7M5.37%-2,36813F-HRTimeline
Private Advisor Group, LLC42,121$11.5M0.06%+3,16413F-HRTimeline
Crumly & Associates Inc.41,202$11.3M2.47%-22613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…40,059$11M0.02%-2,61613F-HRTimeline
Onyx Bridge Wealth Group LLC39,706$10.9M1.18%+36,86713F-HRTimeline
Bond & Devick Financial Network, Inc.39,301$10.8M3.23%+1,30113F-HRTimeline
Meridian Financial Partners LLC37,871$10.5M4.37%+1,27013F-HRTimeline
Atwater Malick LLC38,270$10.5M3.04%+32,56713F-HRTimeline
626 Financial, LLC37,785$10.3M4.56%+53513F-HRTimeline
IAG Wealth Partners, LLC37,217$10.2M1.22%new13F-HRTimeline
CGC Financial Services, LLC37,150$10.2M2.8%+5,36913F-HRTimeline
B.O.S.S. Retirement Advisors, LLC37,073$10.1M2.43%-5,01613F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC36,607$10M0.01%-52,99013F-HRTimelineGroup
World Investment Advisors35,421$9.69M0.2%+2,04813F-HRTimeline
Seros Financial, LLC35,263$9.65M5.84%-27413F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.34,131$9.34M0.02%+98813F-HRTimelineGroup
Ameliora Wealth Management Ltd.34,067$9.32M3.1%+18,11713F-HRTimeline
Burns Matteson Capital Management, LLC32,367$8.86M3.72%+1,18213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC32,038$8.77M0.25%-56713F-HRTimeline
YANKCOM Partnership32,031$8.76M3.95%+80013F-HRTimeline
Trivium Point Advisory, LLC31,549$8.63M0.88%+3,53313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC30,861$8.44M0.7%-99313F-HRTimeline
Processus Wealth & Capital Management, …30,804$8.43M6.04%-33513F-HRTimeline
Equity Wealth Partners, LLC30,576$8.37M6.79%13F-HRTimeline
Ethos Financial Group, LLC30,000$8.21M0.64%new13F-HRTimeline
Veridan Wealth LLC29,910$8.18M2.82%13F-HRTimeline
FMR LLCin group FMR LLC29,140$7.97M<0.01%+3,65013F-HRTimelineGroup
FORONJY FINANCIAL LLC29,065$7.95M3.48%-4,15513F-HRTimeline
IFP Advisors, Inc28,956$7.92M0.21%-47113F-HR/ATimeline
Oak Harvest Investment Services27,913$7.64M0.89%+1,79713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP27,068$7.41M0.01%-27013F-HRTimelineGroup
McIlrath & Eck, LLC26,877$7.35M0.76%+31513F-HRTimeline
COZAD ASSET MANAGEMENT INC26,623$7.29M0.58%+14713F-HRTimeline
Geneos Wealth Management Inc.25,889$7.08M0.18%+4,05413F-HRTimeline
Providence Financial Advisors, LLC25,587$7M6.68%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS25,328$6.93M0.01%-16013F-HRTimeline
Concorde Asset Management, LLC23,646$6.51M2.72%13F-HRTimeline
Perigon Wealth Management, LLC23,504$6.43M0.13%+1,63513F-HRTimeline
Financial Partners Group, Inc23,423$6.41M0.8%-3613F-HRTimeline
Fiduciary Group, LLC23,094$6.32M0.56%+2,47813F-HRTimeline
Janney Montgomery Scott LLC23,055$6.31M0.01%+1,68413F-HRTimeline
Sanctuary Advisors, LLC22,860$6.26M0.04%+98313F-HR/ATimeline
Bouvel Investment Partners, LLC22,792$6.24M1.91%-65413F-HRTimeline
Symphony Financial Services, Inc.22,651$6.2M3.34%+2,19013F-HRTimeline
Betterment LLC22,590$6.18M0.01%-1,07013F-HRTimeline
Milestone Investment Advisors LLC22,581$6.18M1.54%-41513F-HRTimeline
Consolidated Portfolio Review Corp22,267$6.09M0.77%+4,32713F-HRTimeline
HARBOUR INVESTMENTS, INC.22,082$6.04M0.14%+70413F-HRTimeline
Empire Life Investments Inc.21,720$5.94M0.35%+42013F-HRTimeline
Berger Financial Group, Inc21,719$5.94M0.36%-20613F-HRTimeline
Waldron Private Wealth LLC21,501$5.88M0.24%-19313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC21,424$5.86M0.12%+8613F-HRTimeline
Capital Asset Advisory Services LLC21,389$5.85M0.25%+11413F-HRTimeline
WJ Wealth Management, LLC20,323$5.78M2.54%-9,50013F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,935$5.73M<0.01%+11,78213F-HRTimelineGroup
Cyndeo Wealth Partners, LLC20,507$5.61M0.31%013F-HRTimeline
Mezzasalma Advisors, LLC20,220$5.53M1.42%+31413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\20,183$5.52M0.01%+51713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…20,006$5.47M0.07%+5,89613F-HRTimelineGroup
Patton Albertson Miller Group, LLC19,467$5.33M0.64%013F-HRTimeline
Future Financial Wealth Managment LLC19,394$5.31M3.34%-49613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Summit Trail Advisors, LLC19,342$5.29M0.07%013F-HRTimeline
Ashton Thomas Private Wealth, LLC19,204$5.26M0.14%+3,35313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC19,109$5.23M0.41%013F-HRTimeline
Nova Wealth Management, Inc.18,750$5.13M3.61%-2,32213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,614$5.09M0.01%new13F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC18,549$5.08M1.55%-6,13513F-HRTimelineGroup
Belpointe Asset Management LLC18,301$5.01M0.19%+4,08013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.18,153$4.97M0.01%+6,24313F-HRTimelineGroup
Samalin Investment Counsel, LLC17,715$4.85M1.67%-73313F-HRTimeline
IEQ CAPITAL, LLC17,614$4.82M0.01%+2,35913F-HRTimeline
Summit Financial, LLC17,503$4.79M0.07%-10913F-HRTimeline
FWG Investments, LLC.17,157$4.69M3.22%+58113F-HRTimeline
Kingsview Wealth Management, LLC17,036$4.66M0.07%-3,93813F-HRTimeline
Avior Wealth Management, LLC16,796$4.6M0.15%-42413F-HRTimeline
Financial Freedom, LLC16,728$4.58M2.28%-5,27213F-HRTimeline
EWG Elevate Inc.16,372$4.48M1.4%-17,39513F-HRTimeline
Sovran Advisors, LLC15,519$4.4M0.39%+1,17313F-HRTimeline
Darwin Wealth Management, LLC15,531$4.25M1.35%+54313F-HRTimeline
TUDOR INVESTMENT CORP ET AL15,348$4.2M0.03%new13F-HR/ATimeline
MGO ONE SEVEN LLC15,060$4.12M0.1%-38613F-HRTimeline
COMERICA BANK14,838$4.06M0.02%+16413F-HRTimeline
SigFig Wealth Management, LLC14,460$3.93M0.12%new13F-HRTimeline
NWAM LLC14,226$3.93M0.21%+89013F-HR/ATimeline
Global Wealth Management Investment Adv…14,332$3.92M0.66%-20213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,215$3.89M<0.01%+72213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL14,198$3.89M0.01%-2,02313F-HRTimeline
Fortis Capital Advisors, LLC13,840$3.79M0.6%-38113F-HRTimeline
Stokes Capital Advisors, LLC13,535$3.7M0.86%-37213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC13,438$3.68M1.14%-1,86513F-HRTimeline
Visionary Wealth Advisors13,422$3.67M0.17%-10413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,356$3.65M0.01%+1,72113F-HRTimelineGroup
Golden State Wealth Management, LLC13,234$3.62M0.4%+3,59913F-HRTimeline
Rossby Financial, LCC12,975$3.57M1.19%-93513F-HRTimeline
KELLY FINANCIAL GROUP LLC13,022$3.56M0.95%-33113F-HRTimeline
Quest 10 Wealth Builders, Inc.12,161$3.33M3.07%+61013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,106$3.31M0.03%+6,60413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,013$3.29M0.08%+1,34413F-HRTimelineGroup
Signal Advisors Wealth, LLC11,961$3.27M0.3%+5,93413F-HRTimeline
Creative Planningin group Creative Planning11,865$3.25M<0.01%+33213F-HRTimelineGroup
Foundations Investment Advisors, LLC11,862$3.25M0.05%-68713F-HRTimeline
Farther Finance Advisors, LLC11,701$3.2M0.05%+8,68913F-HRTimeline
Curi Capital, LLC11,592$3.17M0.06%new13F-HRTimeline
OxenFree Capital LLC11,422$3.17M1.74%+20513F-HRTimeline
Advisory Services Network, LLC11,470$3.14M0.05%+12613F-HRTimeline
Glenmede Investment Management, LP11,439$3.13M0.02%-99713F-HRTimeline