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Disclosery

IWY ISHARES TR

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RUS TP200 GR ETF (fund)

Filings received so far for Q3 2026: 36 13F filers report a position in IWY shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Intelligence Driven Advisers, LLC200,044$59M10.18%-5,80713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC102,393$30.2M1.96%+2,83913F-HRTimeline
RTD Financial Advisors, Inc.86,137$25.4M2.78%+5,53813F-HRTimeline
Investors Research Corp81,409$24M4.22%-28413F-HRTimeline
Crumly & Associates Inc.40,090$11.8M2.1%-13613F-HRTimeline
Farther Finance Advisors, LLC21,576$6.36M0.05%+81913F-HRTimeline
Cooper Financial Group20,836$6.14M0.49%+6,16513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC17,358$5.12M0.07%+83913F-HRTimelineGroup
SigFig Wealth Management, LLC12,589$3.71M0.09%new13F-HRTimeline
OxenFree Capital LLC12,200$3.71M1.6%+36013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV11,952$3.52M2.5%+43713F-HRTimeline
Stokes Capital Advisors, LLC10,256$3.02M0.66%-3,00813F-HRTimeline
Venture Visionary Partners LLC8,484$2.5M0.07%-7013F-HRTimeline
Post Resch Tallon Group Inc.7,938$2.34M1.61%+32513F-HRTimeline
Tactive Advisors, LLC7,339$2.16M0.52%+22713F-HRTimeline
Wedmont Private Capital5,131$1.53M0.04%+9313F-HRTimeline
CoreCap Advisors, LLC3,002$885K0.03%+68213F-HRTimeline
First Heartland Consultants, Inc.2,562$756K0.05%-2013F-HRTimeline
Elm3 Financial Group, LLC2,515$742K0.49%-14513F-HRTimeline
Apella Capital, LLC2,403$729K0.01%013F-HRTimeline
Capital Advisors Wealth Management, LLC1,972$582K0.07%-2413F-HRTimeline
Wisconsin Wealth Advisors, LLC863$255K0.21%+1913F-HRTimeline
Persium Advisors, LLC837$247K0.13%013F-HRTimeline
Sound Income Strategies, LLC740$221K0.01%-113F-HRTimeline
Valeo Financial Advisors, LLC721$213K<0.01%013F-HRTimeline
Acropolis Investment Management, LLC561$165K0.01%013F-HRTimeline
Go Invest LLC519$153K0.03%-213F-HRTimeline
Rosenberg Matthew Hamilton429$127K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB344$101K<0.01%013F-HRTimeline
Planning Strategies Inc.313$92.3K0.05%013F-HRTimeline
Bullock Wealth Management Group193$57K0.02%-4513F-HRTimeline
EASTERN BANK97$28.6K<0.01%-8813F-HRTimeline
Olistico Wealth, LLC25$7.4K<0.01%013F-HRTimeline
Byrne Asset Management LLC25$7.39K<0.01%+513F-HRTimeline
GK Wealth Management LLC20$5.94K<0.01%new13F-HRTimeline
GAMMA Investing LLC10$2.95K<0.01%013F-HRTimeline