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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
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,878,296$1.63B3.9%-64,96213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,158,571$1.43B-962,449Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,544,292$982M0.22%+364,28413F-HRTimelineGroup
LPL Financial LLC2,390,619$662M0.18%+2,45513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,116,490$586M0.04%+3,81313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,466,054$406M0.48%+5,29913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,322,246$366M0.02%+15,71013F-HR/ATimelineGroup
FIRST CITIZENS BANK & TRUST CO4,550,074$260M5.43%-27,15713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC880,113$244M0.32%-58,79813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN719,984$199M0.04%+1,44713F-HRTimelineGroup
AE Wealth Management LLC638,124$177M1.01%+12,36513F-HRTimeline
Boulay Financial Advisors, LLC589,152$163M19.18%+16,94713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.540,221$150M0.22%-30,25913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC520,232$144M0.04%+24,23313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP515,893$143M0.19%-67,01713F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp505,011$140M2.62%+3,89513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC459,007$127M0.5%-13,59413F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC448,535$124M15.63%+6,87113F-HRTimeline
UBS Group AGgroup of 2 filers holding417,736$116M-25,104Timeline
MML INVESTORS SERVICES, LLC381,814$106M0.26%-31,18913F-HRTimeline
Wilmington Savings Fund Society, FSB374,599$104M2.43%-68813F-HRTimeline
Cetera Investment Advisers358,026$99.2M0.11%-59,08113F-HRTimeline
Cambridge Investment Research Advisors,…349,767$96.9M0.26%-11,29013F-HRTimeline
SVB WEALTH LLC302,455$83.8M4.94%-19,54113F-HRTimeline
First Citizens Asset Management, Inc.293,986$81.4M28.47%-2,55313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP269,240$74.6M0.11%+267,74013F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC262,960$72.8M3.5%+4,46913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding260,572$72.2M+2,207Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA255,827$70.8M0.01%+14,69213F-HRTimelineGroup
Portfolio Strategies, Inc.253,178$70.1M8.12%-7,19813F-HRTimeline
SOA Wealth Advisors, LLC.250,269$69.3M11.7%-1,35013F-HRTimeline
Intelligence Driven Advisers, LLC248,596$68.8M9.84%-18,69913F-HRTimeline
Wharton Business Group, LLC201,169$55.7M2.12%+3,77513F-HRTimeline
Prosperity Consulting Group, LLC200,596$55.6M2.5%+33,29513F-HRTimeline
DAVENPORT & Co LLC184,766$51.2M0.28%+12,49913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.179,292$49.7M0.73%+11,67513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewEdge Advisors, LLC165,710$45.9M0.17%+11,79513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC161,053$44.6M0.67%-10,57213F-HRTimeline
Richard P Slaughter Associates Inc155,383$43M9.02%+2,42613F-HRTimeline
Kingdom Financial Group LLC.154,568$42.8M13.23%+92,21413F-HRTimeline
Global Retirement Partners, LLC153,595$42.5M0.75%+6,63813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP144,381$40M0.02%+28,54613F-HRTimelineGroup
Perennial Investment Advisors, LLC139,155$38.6M3.05%+18,15313F-HRTimeline
MONECO ADVISORS, LLC136,475$37.8M3%+9,22613F-HRTimeline
ProVise Management Group, LLC128,760$35.7M2.54%-1,87413F-HRTimeline
Proficio Capital Partners LLC118,686$32.9M2.31%new13F-HRTimeline
Compton Wealth Advisory Group, LLC118,232$32.7M7.16%-1,44813F-HRTimeline
Aspire Capital Advisors LLC117,114$32.4M7.62%+16413F-HRTimeline
Waverly Advisors, LLC111,746$30.9M0.25%-78613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…111,442$30.9M0.02%+2,02213F-HR/ATimelineGroup
HOWARD BAILEY SECURITIES, LLC109,752$30.4M11.98%+5,90613F-HRTimeline
Sterling Capital Management LLC109,678$30.4M0.49%-25,32813F-HRTimeline
LifeWealth Investments, LLC109,527$30.3M9.61%+8,83613F-HRTimeline
Valmark Advisers, Inc.102,590$28.4M0.35%-1,71713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC101,938$28.2M<0.01%+43,34513F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding101,580$28.1M+35,555Timeline
Brookstone Capital Managementin group Brookstone Capital Management100,907$27.9M0.32%+3,38913F-HRTimelineGroup
HighTower Advisors, LLC97,164$26.9M0.03%-9,93713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp88,453$24.5M0.08%-10,38113F-HR/ATimelineGroup
TITLEIST ASSET MANAGEMENT, LLC87,959$24.4M1.97%+2,00013F-HRTimeline
Merit Financial Group, LLC84,883$23.5M0.19%+83313F-HRTimeline
One Capital Management, LLC84,343$23.4M0.71%+33,55513F-HRTimeline
Fischer Financial Services, Inc.83,624$23.2M6.13%+34213F-HRTimeline
Forum Private Client Group LLC83,505$23.1M7.88%-44013F-HRTimeline
Investors Research Corp82,197$22.8M4.17%+1,65413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding81,623$22.6M-41,736Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…79,784$22.2M0.04%-76013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …78,664$21.8M0.43%+4813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO77,312$21.4M<0.01%+6,11313F-HRTimelineGroup
Arkadios Wealth Advisors76,311$21.1M0.42%+70,71213F-HRTimeline
Hidden Cove Wealth Management, LLC75,940$21M13.61%-3,58213F-HRTimeline
BUSH INVESTMENT GROUP, LLC74,112$20.5M11.48%+5013F-HRTimeline
Performance Wealth Partners, LLC70,950$19.6M0.53%+5,62313F-HRTimeline
RTD Financial Advisors, Inc.70,494$19.5M2.38%new13F-HRTimeline
JSF Financial, LLC69,692$19.3M4%-2,94813F-HRTimeline
Family Capital Management, Inc.64,954$18M7.99%+1,43913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.63,752$17.7M0.12%+6,15713F-HRTimelineGroup
Auxano Advisors, LLC62,225$17.2M3.4%+1,79913F-HRTimeline
Stonebridge Financial Planning Group, L…62,200$17.2M6.22%-31913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC60,690$16.8M1%-10513F-HRTimeline
Certified Advisory Corp60,455$16.7M1.53%+67313F-HRTimeline
Simplicity Wealth,LLC59,580$16.5M0.98%+4,69613F-HRTimeline
Argent Trust Co58,208$16.1M0.55%+14,99613F-HRTimeline
Horst & Graben Wealth Management LLC57,523$15.9M2.4%-65013F-HRTimeline
Sculati Wealth Management, LLC55,167$15.3M5.39%+4,11413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…54,281$15M0.09%new13F-HRTimelineGroup
Equity Wealth Partners, LLC52,948$14.7M9.51%+22,37213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding52,359$14.5M+1,424Timeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC52,019$14.4M0.01%+15,41213F-HRTimelineGroup
Cosner Financial Group, LLC51,234$14.2M7.24%+48813F-HRTimeline
Family Manage LLC50,307$13.9M1.76%-49013F-HRTimeline
McAdam, LLC49,398$13.7M0.63%-1,58313F-HRTimeline
Atwater Malick LLC48,958$13.6M3.74%+10,68813F-HRTimeline
Prime Capital Investment Advisors, LLC48,212$13.4M0.16%+1,34413F-HRTimeline
Asset Allocation Strategies LLC47,942$13.3M2.46%+2,75513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC42,143$11.7M3.35%-91713F-HRTimeline
Seros Financial, LLC41,706$11.5M6.77%+6,44313F-HRTimeline
Bluesphere Advisors LLC41,418$11.5M5.07%-1,40213F-HRTimeline
Crumly & Associates Inc.41,131$11.4M2.39%-7113F-HRTimeline
Private Advisor Group, LLC40,270$11.2M0.05%-1,85113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,453$10.9M0.01%-60613F-HRTimeline
Bond & Devick Financial Network, Inc.39,266$10.9M3.06%-3513F-HRTimeline
626 Financial, LLC38,657$10.7M4.62%+87213F-HRTimeline
CGC Financial Services, LLC38,347$10.6M2.84%+1,19713F-HRTimeline
Meridian Financial Partners LLC38,490$10.4M4.1%+61913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.37,457$10.4M0.02%+3,32613F-HRTimelineGroup
Ameliora Wealth Management Ltd.37,364$10.3M3.15%+3,29713F-HRTimeline
IAG Wealth Partners, LLC37,126$10.3M1.19%-9113F-HRTimeline
YANKCOM Partnership32,835$9.09M3.87%+80413F-HRTimeline
Burns Matteson Capital Management, LLC32,100$8.89M3.57%-26713F-HRTimeline
Processus Wealth & Capital Management, …31,762$8.8M5.8%+95813F-HRTimeline
CWM, LLCin group CWM, LLC31,749$8.79M0.02%+21,71013F-HRTimelineGroup
MATTERS CAPITAL LLC31,682$8.77M7.18%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC31,492$8.72M0.16%+10,06813F-HR/ATimeline
IFP Advisors, Inc31,432$8.7M0.2%+2,47613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC31,269$8.66M0.23%-76913F-HRTimeline
Trivium Point Advisory, LLC31,186$8.64M0.87%-36313F-HRTimeline
Elevation Capital Advisory, LLC31,055$8.6M3.51%-20,94813F-HRTimeline
Wellington Grp LLC30,452$8.43M2.81%13F-HR/ATimeline
COZAD ASSET MANAGEMENT INC30,355$8.41M0.65%+3,73213F-HRTimeline
Oak Harvest Investment Services30,254$8.38M0.91%+2,34113F-HRTimeline
Veridan Wealth LLC29,859$8.27M2.78%-5113F-HRTimeline
FMR LLCin group FMR LLC29,645$8.21M<0.01%+50513F-HRTimelineGroup
REDSTONE WEALTH MANAGEMENT, LLC29,546$8.18M6.47%13F-HRTimeline
Mueller Wealth, LLC29,478$8.16M6.76%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC29,241$8.1M0.61%-1,62013F-HRTimeline
Sunrise Financial Services, LLC28,685$7.94M5.99%13F-HRTimeline
Capital Asset Advisory Services LLC28,318$7.85M0.32%+6,92913F-HRTimeline
Sanctuary Advisors, LLC27,319$7.57M0.04%+4,45913F-HRTimeline
Key Capital Management, INC27,079$7.5M7.43%13F-HRTimeline
FORONJY FINANCIAL LLC26,849$7.44M3.1%-2,21613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,845$7.43M0.01%-22313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,734$7.4M0.01%+13,37813F-HR/ATimelineGroup
Everest Financial Group LLC26,453$7.33M1.64%13F-HRTimeline
Providence Financial Advisors, LLC24,668$6.83M6.81%-91913F-HRTimeline
Fiduciary Group, LLC24,437$6.77M0.57%+1,34313F-HRTimeline
Concorde Asset Management, LLC24,414$6.76M2.7%+76813F-HRTimeline
Janney Montgomery Scott LLC24,287$6.73M0.02%+1,23213F-HRTimeline
Empire Life Investments Inc.23,920$6.62M0.37%+2,20013F-HRTimeline
Perigon Wealth Management, LLC23,107$6.4M0.11%-39713F-HRTimeline
Financial Partners Group, Inc23,366$6.36M0.74%-5713F-HRTimeline
Symphony Financial Services, Inc.22,894$6.34M3.25%+24313F-HRTimeline
McIlrath & Eck, LLC22,834$6.32M0.59%-4,04313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,732$6.3M0.01%+4,11813F-HRTimelineGroup
Bouvel Investment Partners, LLC22,540$6.24M1.8%-25213F-HRTimeline
RFG Advisory, LLC22,283$6.17M0.12%new13F-HRTimeline
Waldron Private Wealth LLC22,161$6.14M0.24%+66013F-HRTimeline
Geneos Wealth Management Inc.21,886$6.06M0.15%-4,00313F-HRTimeline
Betterment LLC21,861$6.05M0.01%-72913F-HRTimeline
AssuredPartners Investment Advisors, LLC21,303$5.9M0.88%+17,16013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…21,249$5.88M0.07%+1,24313F-HRTimelineGroup
Berger Financial Group, Inc21,219$5.88M0.34%-50013F-HRTimeline
Milestone Investment Advisors LLC21,199$5.87M1.42%-1,38213F-HRTimeline
HARBOUR INVESTMENTS, INC.21,055$5.83M0.12%-1,02713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED20,786$5.8M0.39%+18,34413F-HRTimeline
Future Financial Wealth Managment LLC21,633$5.78M3.89%+2,23913F-HRTimeline
VestGen Advisors, LLC20,546$5.69M0.24%-36,45113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\20,329$5.63M0.01%+14613F-HRTimelineGroup
WJ Wealth Management, LLC20,302$5.62M2.46%-2113F-HRTimeline
PCM Encore, LLC20,050$5.55M1.18%13F-HRTimeline
Summit Trail Advisors, LLC20,002$5.54M0.1%+66013F-HRTimeline
Mezzasalma Advisors, LLC29,641$5.52M1.33%+9,42113F-HRTimeline
Onyx Bridge Wealth Group LLC19,834$5.49M0.58%-19,87213F-HRTimeline
Patton Albertson Miller Group, LLC19,467$5.39M0.63%013F-HRTimeline
Kovack Advisors, Inc.19,180$5.31M0.25%new13F-HR/ATimeline
GRANVILLE CAPITAL, INC.18,651$5.17M2.74%13F-HRTimeline
World Investment Advisors18,508$5.13M0.08%-16,91313F-HR/ATimeline
Nova Wealth Management, Inc.18,440$5.11M3.5%-31013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC18,289$5.06M0.37%-82013F-HRTimeline
Passumpsic Savings Bank18,263$5.06M2.77%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.18,094$5.01M0.01%-5913F-HRTimelineGroup
Kingsview Wealth Management, LLC17,947$4.97M0.07%+91113F-HRTimeline
Samalin Investment Counsel, LLC17,690$4.9M1.74%-2513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC17,682$4.9M1.64%-86713F-HRTimelineGroup
FWG Investments, LLC.17,549$4.86M3.1%+39213F-HRTimeline
Cyndeo Wealth Partners, LLC17,399$4.82M0.26%-3,10813F-HRTimeline
Orion Porfolio Solutions, LLC16,961$4.7M0.03%-107,38713F-HRTimeline
Summit Financial, LLC16,568$4.59M0.07%-93513F-HRTimeline
Avior Wealth Management, LLC16,406$4.54M0.14%-39013F-HRTimeline
NWAM LLC16,227$4.46M0.25%+2,00113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,752$4.36M0.01%+15,00013F-HRTimelineGroup
IEQ CAPITAL, LLC15,708$4.35M0.01%-1,90613F-HRTimeline
Financial Freedom, LLC14,785$4.09M2.03%-1,94313F-HRTimeline
Sovran Advisors, LLC14,799$4.06M0.34%-72013F-HRTimeline
MGO ONE SEVEN LLC14,021$3.88M0.08%-1,03913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,931$3.86M<0.01%-28413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding13,786$3.81M+4,323Timeline
Stokes Capital Advisors, LLC13,516$3.74M0.85%-1913F-HRTimeline
OxenFree Capital LLC13,489$3.74M1.96%+2,06713F-HRTimeline
Global Wealth Management Investment Adv…13,309$3.69M0.59%-1,02313F-HRTimeline
Belpointe Asset Management LLC13,231$3.66M0.13%-5,07013F-HRTimeline
Fortis Capital Advisors, LLC13,231$3.66M0.54%-60913F-HRTimeline
Visionary Wealth Advisors13,201$3.66M0.16%-22113F-HRTimeline
KELLY FINANCIAL GROUP LLC13,128$3.64M0.92%+10613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC13,109$3.63M1.14%-23,96413F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC12,923$3.58M0.97%-51513F-HRTimeline
Farther Finance Advisors, LLC12,791$3.54M0.04%+1,09013F-HRTimeline
Golden State Wealth Management, LLC12,758$3.53M0.37%-47613F-HRTimeline
Quest 10 Wealth Builders, Inc.12,683$3.51M3.14%+52213F-HRTimeline
COMERICA BANK12,666$3.51M0.01%-2,17213F-HRTimeline