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Disclosery

IWY ISHARES TR

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RUS TP200 GR ETF (fund)

633 managers (644 13F filers) reported a position in IWY shares at 2026-03-31, 47,311,587 shares in all. 43 filers opened a position and 44 filers sold out during the quarter.

Managers
633
13F filers
644
New
43
Added
268
Reduced
201
Sold out
44
Shares held by filers
47,311,587

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
TIAAgroup of 3 filers holding5,281,847$1.31B-596,449Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,214,901$1.3B+56,330Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,541,861$881M0.2%-2,43113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,357,374$835M0.06%+1,240,88413F-HRTimelineGroup
LPL Financial LLC2,387,655$594M0.16%-2,96413F-HRTimeline
Mariner, LLCin group Mariner, LLC1,393,999$347M0.4%-72,05513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,354,526$337M0.02%+32,28013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC916,739$228M0.32%+36,62613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN738,446$184M0.04%+18,46213F-HR/ATimelineGroup
AE Wealth Management LLC658,865$164M0.89%+20,74113F-HRTimeline
Boulay Financial Advisors, LLC610,081$152M17.42%+20,92913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.568,039$141M0.21%+27,81813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC562,937$140M0.04%+42,70513F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO4,522,656$125M2.64%-27,41813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp499,514$124M2.39%-5,49713F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC462,598$115M14.14%+14,06313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP459,861$114M0.15%-56,03213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding430,648$107M+12,912Timeline
Lido Advisors, LLCin group Lido Advisors, LLC426,268$106M0.42%-32,73913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC394,279$98.1M0.27%+12,46513F-HRTimeline
Cetera Investment Advisers373,839$93M0.1%+15,81313F-HRTimeline
Wilmington Savings Fund Society, FSB372,712$92.7M2.21%-1,88713F-HRTimeline
Cambridge Investment Research Advisors,…359,804$89.5M0.23%+10,03713F-HRTimeline
First Citizens Asset Management, Inc.302,820$75.4M26.72%+8,83413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP302,000$75.1M0.06%+32,76013F-HRTimelineGroup
Prosperity Consulting Group, LLC292,068$72.7M3.24%+91,47213F-HRTimeline
SVB WEALTH LLC272,431$67.8M4.47%-30,02413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA263,939$65.7M0.01%+8,11213F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC258,769$64.4M3.12%-4,19113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding257,260$64M-3,312Timeline
Portfolio Strategies, Inc.248,470$61.8M7.62%-4,70813F-HRTimeline
DAVENPORT & Co LLC221,899$55.2M0.31%+37,13313F-HRTimeline
SOA Wealth Advisors, LLC.206,948$51.5M9.72%-43,32113F-HRTimeline
Intelligence Driven Advisers, LLC205,774$51.2M8.93%-42,82213F-HRTimeline
Wharton Business Group, LLC201,369$50.1M1.89%+20013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.191,554$47.7M0.73%+12,26213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP186,712$45M0.02%+42,33113F-HRTimelineGroup
NewEdge Advisors, LLC180,190$44.8M0.16%+14,48013F-HR/ATimeline
Perennial Investment Advisors, LLC168,225$41.9M3.34%+29,07013F-HRTimeline
Lloyd Advisory Services, LLC.168,261$41.9M11.98%+163,12713F-HRTimeline
Kingdom Financial Group LLC.168,261$41.9M11.98%+13,69313F-HRTimeline
One Capital Management, LLC162,986$40.6M1.11%+78,64313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC150,522$37.5M0.55%-10,53113F-HRTimeline
MONECO ADVISORS, LLC150,279$37.4M2.9%+13,80413F-HRTimeline
Aspire Capital Advisors LLC145,234$36.1M8.14%+28,12013F-HRTimeline
Richard P Slaughter Associates Inc142,511$35.5M7.67%-12,87213F-HRTimeline
Sterling Capital Management LLC139,295$34.7M0.66%+29,61713F-HRTimeline
ProVise Management Group, LLC133,032$33.1M2.38%+4,27213F-HRTimeline
LifeWealth Investments, LLC132,322$32.9M9.83%+22,79513F-HRTimeline
HighTower Advisors, LLC125,329$31.2M0.03%+28,16513F-HRTimeline
Compton Wealth Advisory Group, LLC118,862$29.8M6.64%+63013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…114,007$28.4M0.02%+2,56513F-HRTimelineGroup
Waverly Advisors, LLC113,353$28.2M0.21%+1,60713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC111,862$27.8M11.45%+2,11013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…107,450$26.7M0.05%+27,66613F-HRTimelineGroup
Valmark Advisers, Inc.105,934$26.4M0.31%+3,34413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management104,883$26.1M0.3%+3,97613F-HRTimelineGroup
Merit Financial Group, LLC99,559$24.8M0.18%+14,67613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO101,559$24.4M<0.01%+24,24713F-HR/ATimelineGroup
TITLEIST ASSET MANAGEMENT, LLC95,463$23.8M1.79%+7,50413F-HRTimeline
Forum Private Client Group LLC87,781$21.9M7.29%+4,27613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding85,764$21.3M+4,141Timeline
Fischer Financial Services, Inc.85,244$21.2M7.13%+1,62013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp84,816$21.1M0.07%-3,63713F-HR/ATimelineGroup
Investors Research Corp82,548$20.5M3.93%+35113F-HRTimeline
JSF Financial, LLC78,861$19.6M3.85%+9,16913F-HRTimeline
BUSH INVESTMENT GROUP, LLC78,615$19.6M10.69%+4,50313F-HRTimeline
Performance Wealth Partners, LLC78,264$19.5M0.57%+7,31413F-HRTimeline
RTD Financial Advisors, Inc.77,793$19.4M2.38%+7,29913F-HRTimeline
Arkadios Wealth Advisors77,670$19.3M0.32%+1,35913F-HRTimeline
Independent Advisor Alliance73,747$18.4M0.2%+64,27113F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding73,435$18.3M-28,145Timeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding72,977$18.2M+20,618Timeline
OLD NATIONAL BANCORP /IN/72,450$18M0.3%new13F-HRTimeline
Hidden Cove Wealth Management, LLC66,496$16.5M10.63%-9,44413F-HRTimeline
Horst & Graben Wealth Management LLC58,824$16.5M2.27%+1,30113F-HRTimeline
Certified Advisory Corp65,409$16.3M1.46%+4,95413F-HRTimeline
Simplicity Wealth,LLC64,138$16M0.9%+4,55813F-HRTimeline
Family Capital Management, Inc.63,993$15.9M7.08%-96113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.56,831$15.7M0.1%-6,92113F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC60,377$15M0.9%-31313F-HRTimeline
Stonebridge Financial Planning Group, L…59,896$14.9M5.47%-2,30413F-HRTimeline
Equity Wealth Partners, LLC59,794$14.9M9.62%+6,84613F-HRTimeline
Sculati Wealth Management, LLC58,491$14.6M5.37%+3,32413F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC56,994$14.2M0.01%+4,97513F-HRTimelineGroup
Atwater Malick LLC55,975$13.9M3.76%+7,01713F-HRTimeline
Key Capital Management, INC54,162$13.5M8.9%+27,08313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…53,931$13.4M0.08%-35013F-HRTimelineGroup
McAdam, LLC53,251$13.3M0.6%+3,85313F-HRTimeline
Cosner Financial Group, LLC52,046$13M7.11%+81213F-HRTimeline
Prime Capital Investment Advisors, LLC51,130$12.7M0.15%+2,91813F-HRTimeline
Bluesphere Advisors LLC50,848$12.7M4.5%+9,43013F-HRTimeline
Private Advisor Group, LLC50,738$12.6M0.06%+10,46813F-HRTimeline
Asset Allocation Strategies LLC50,576$12.6M2.24%+2,63413F-HRTimeline
Argent Trust Co44,005$11M0.37%-14,20313F-HRTimeline
IAG Wealth Partners, LLC42,383$10.5M1.18%+5,25713F-HRTimeline
Meridian Financial Partners LLC41,607$10.5M3.99%+3,11713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…41,164$10.2M0.02%+14,43013F-HRTimelineGroup
Bond & Devick Financial Network, Inc.41,009$10.2M2.85%+1,74313F-HRTimeline
Crumly & Associates Inc.41,008$10.2M2.14%-12313F-HRTimeline
Benchmark Financial Wealth Advisors, LLC40,872$10.2M2.82%-1,27113F-HRTimeline
Sanctuary Advisors, LLC39,938$9.94M0.05%+12,61913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.39,119$9.73M0.02%+1,66213F-HRTimelineGroup
CGC Financial Services, LLC38,252$9.52M2.75%-9513F-HRTimeline
Kovack Advisors, Inc.37,866$9.43M0.5%+18,68613F-HRTimeline
Wellington Grp LLC37,717$9.39M2.89%+7,26513F-HRTimeline
YANKCOM Partnership37,695$9.38M3.86%+4,86013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …34,752$8.65M0.17%-43,91213F-HRTimelineGroup
Family Manage LLC34,423$8.57M1.03%-15,88413F-HRTimeline
COZAD ASSET MANAGEMENT INC33,655$8.37M0.66%+3,30013F-HRTimeline
Burns Matteson Capital Management, LLC33,623$8.37M3.26%+1,52313F-HRTimeline
Capital Asset Advisory Services LLC29,063$8.06M0.31%+74513F-HRTimeline
WIN ADVISORS, INC32,293$8.04M3.68%+30,61913F-HRTimeline
Oak Harvest Investment Services32,238$8.02M0.84%+1,98413F-HRTimeline
FMR LLCin group FMR LLC32,003$7.96M<0.01%+2,35813F-HRTimelineGroup
Processus Wealth & Capital Management, …31,902$7.94M5.39%+14013F-HRTimeline
MATTERS CAPITAL LLC31,685$7.88M6.99%+313F-HRTimeline
626 Financial, LLC31,646$7.87M3.52%-7,01113F-HRTimeline
Sunrise Financial Services, LLC31,399$7.81M5.54%+2,71413F-HRTimeline
Cornerstone Wealth, LLC/TN27,574$7.69M4.33%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC30,593$7.61M0.19%-67613F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC30,058$7.48M0.11%new13F-HRTimelineGroup
Veridan Wealth LLC29,679$7.39M2.79%-18013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC29,391$7.31M0.58%+15013F-HRTimeline
FORONJY FINANCIAL LLC28,303$7.04M2.93%+1,45413F-HRTimeline
Providence Financial Advisors, LLC27,746$6.9M3.93%+3,07813F-HRTimeline
Everest Financial Group LLC27,646$6.88M1.13%+1,19313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP27,138$6.75M0.01%+29313F-HRTimelineGroup
Fiduciary Group, LLC26,477$6.59M0.56%+2,04013F-HRTimeline
IFP Advisors, Inc25,481$6.34M0.13%-5,95113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,066$6.29M0.01%-14,38713F-HRTimeline
Janney Montgomery Scott LLC24,988$6.22M0.02%+70113F-HRTimeline
Future Financial Wealth Managment LLC22,623$6.2M3.99%+99013F-HRTimeline
RFG Advisory, LLC23,861$5.94M0.11%+1,57813F-HRTimeline
Perigon Wealth Management, LLC23,749$5.91M0.11%+64213F-HRTimeline
Empire Life Investments Inc.23,485$5.89M0.36%-43513F-HRTimeline
McIlrath & Eck, LLC23,663$5.89M0.44%+82913F-HRTimeline
Compound Planning, Inc.23,458$5.84M0.18%+21,46113F-HRTimeline
VestGen Advisors, LLC20,091$5.82M0.16%-45513F-HRTimeline
Financial Partners Group, Inc23,002$5.72M0.68%-36413F-HRTimeline
Envision Financial Transparency, LLC22,476$5.59M5.43%13F-HRTimeline
Waldron Private Wealth LLC22,161$5.51M0.22%013F-HRTimeline
Berger Financial Group, Inc22,040$5.48M0.31%+82113F-HRTimeline
HARBOUR INVESTMENTS, INC.21,797$5.42M0.08%+74213F-HRTimeline
Symphony Financial Services, Inc.21,771$5.42M2.78%-1,12313F-HRTimeline
Bouvel Investment Partners, LLC21,594$5.37M1.56%-94613F-HRTimeline
Milestone Investment Advisors LLC21,348$5.31M1.28%+14913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC21,280$5.3M0.01%+20,44013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\20,757$5.17M0.01%+42813F-HRTimelineGroup
Summit Trail Advisors, LLC20,691$5.15M0.07%+68913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…20,335$5.06M0.06%-91413F-HRTimelineGroup
Creative Planningin group Creative Planning20,227$5.03M<0.01%+8,63113F-HRTimelineGroup
PCM Encore, LLC19,982$4.97M1.02%-6813F-HRTimeline
Mezzasalma Advisors, LLC30,516$4.94M1.26%+87513F-HRTimeline
Betterment LLC19,857$4.94M0.01%-2,00413F-HRTimeline
PFG Investments, LLC19,680$4.9M0.23%new13F-HRTimeline
Summit Financial, LLC18,706$4.65M0.06%+2,13813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd18,671$4.65M0.08%new13F-HRTimelineGroup
GRANVILLE CAPITAL, INC.18,651$4.64M2.43%013F-HRTimeline
Samalin Investment Counsel, LLC18,619$4.63M1.64%+92913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.18,605$4.63M0.01%13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,433$4.59M<0.01%-83,50513F-HRTimelineGroup
Kingsview Wealth Management, LLC18,245$4.54M0.06%+29813F-HRTimeline
WJ Wealth Management, LLC17,836$4.44M2.08%-2,46613F-HRTimeline
Cyndeo Wealth Partners, LLC17,369$4.32M0.23%-3013F-HRTimeline
Sovran Advisors, LLC15,451$4.31M0.34%+65213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC17,270$4.3M1.56%-41213F-HR/ATimelineGroup
Ameliora Wealth Management Ltd.17,244$4.29M1.37%-20,12013F-HRTimeline
FWG Investments, LLC.17,067$4.25M2.7%-48213F-HRTimeline
Nova Wealth Management, Inc.16,989$4.23M2.75%-1,45113F-HRTimeline
NWAM LLC16,822$4.19M0.24%+59513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC16,234$4.04M0.29%-2,05513F-HRTimeline
Concorde Asset Management, LLC16,192$4.03M1.98%-8,22213F-HRTimeline
Elevation Capital Advisory, LLC15,980$3.98M1.69%-15,07513F-HRTimeline
Avior Wealth Management, LLC15,873$3.95M0.11%-53313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,752$3.92M0.01%013F-HRTimelineGroup
IEQ CAPITAL, LLC15,416$3.84M0.02%-29213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC15,073$3.75M0.06%+9,11113F-HRTimelineGroup
Belpointe Asset Management LLC14,445$3.59M0.13%+1,21413F-HRTimeline
Fortis Capital Advisors, LLC14,445$3.59M0.47%+1,21413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,226$3.54M<0.01%+29513F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC14,206$3.54M0.89%+1,07813F-HRTimeline
MGO ONE SEVEN LLC14,084$3.5M0.07%+6313F-HRTimeline
Cooper Financial Group14,078$3.5M0.35%new13F-HRTimeline
Financial Freedom, LLC14,041$3.49M1.74%-74413F-HRTimeline
OxenFree Capital LLC12,549$3.44M1.67%-94013F-HRTimeline
Stokes Capital Advisors, LLC13,763$3.42M0.77%+24713F-HR/ATimeline
Onyx Bridge Wealth Group LLC13,655$3.4M0.37%-6,17913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding13,505$3.36M-281Timeline
Farther Finance Advisors, LLC13,378$3.36M0.03%+58713F-HRTimeline
Quest 10 Wealth Builders, Inc.13,485$3.36M2.94%+80213F-HRTimeline
Visionary Wealth Advisors13,224$3.29M0.15%+2313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC13,131$3.27M0.78%+20813F-HRTimeline
Global Wealth Management Investment Adv…12,912$3.21M0.5%-39713F-HRTimeline
LaSalle St. Investment Advisors, LLC12,640$3.15M0.44%new13F-HRTimeline
Keel Point, LLC12,599$3.14M0.21%+1,34313F-HRTimeline
Benchmark Financial, LLC12,165$3.03M2.72%+15513F-HRTimeline
Valued Retirements, Inc.12,163$3.03M2.96%+21813F-HRTimeline
Patton Albertson Miller Group, LLC11,912$2.96M0.35%-7,55513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC11,576$2.88M0.88%-1,53313F-HRTimeline