ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
TIAA TRUST, NATIONAL ASSOCIATION5,878,296$1,627,935
Envestnet Portfolio Solutions, Inc.4,754,627$1,316,747
FIRST CITIZENS BANK & TRUST CO4,550,074$260,097
AMERIPRISE FINANCIAL INC3,544,292$981,520
LPL Financial LLC2,390,619$662,058
BANK OF AMERICA CORP /DE/2,116,490$586,141
Mariner, LLC1,466,054$406,010
MORGAN STANLEY1,322,246$366,183
COMMONWEALTH EQUITY SERVICES, LLC880,113$243,738
WELLS FARGO & COMPANY/MN719,984$199,392
AE Wealth Management LLC638,124$176,722
Boulay Financial Advisors, LLC589,152$163,160
OSAIC HOLDINGS, INC.540,221$149,726
RAYMOND JAMES FINANCIAL INC520,232$144,073
TRUIST FINANCIAL CORP515,893$142,872
Atlantic Union Bankshares Corp505,011$139,858
Lido Advisors, LLC459,007$127,065
VICTORY FINANCIAL GROUP, LLC448,535$124,217
UBS Group AG415,349$115,027
ENVESTNET ASSET MANAGEMENT INC403,944$111,868
MML INVESTORS SERVICES, LLC381,814$105,740
BRYN MAWR TRUST Co374,599$103,741
Cetera Investment Advisers358,026$99,152
Cambridge Investment Research Advisors, Inc.349,767$97
SVB WEALTH LLC302,455$83,762
First Citizens Asset Management, Inc.293,986$81,416
FIRST CITIZENS INVESTOR SERVICES, INC.272,944$75,589
TWO SIGMA INVESTMENTS, LP269,240$74,563
Bryn Mawr Capital Management, LLC262,960$72,824
ROYAL BANK OF CANADA255,827$70,850
Portfolio Strategies, Inc.253,178$70,114
SOA Wealth Advisors, LLC.250,269$69,310
Intelligence Driven Advisers, LLC248,596$68,846
Wharton Business Group, LLC201,169$55,712
Prosperity Consulting Group, LLC200,596$55,553
DAVENPORT & Co LLC184,766$51,169
HANTZ FINANCIAL SERVICES, INC.179,292$50
NewEdge Advisors, LLC165,710$45,892
KESTRA PRIVATE WEALTH SERVICES, LLC164,867$45,658
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC161,053$44,602
Richard P Slaughter Associates Inc155,383$43,032
Kingdom Financial Group LLC.154,568$42,806
Global Retirement Partners, LLC153,595$42,537
JONES FINANCIAL COMPANIES LLLP144,381$39,988
Perennial Investment Advisors, LLC139,155$38,560
MONECO Advisors, LLC136,475$37,795
ProVise Management Group, LLC128,760$35,659
Proficio Capital Partners LLC118,686$32,869
Compton Wealth Advisory Group, LLC118,232$32,743
Aspire Capital Advisors LLC117,114$32,434
Waverly Advisors, LLC111,746$30,947
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO111,442$30,863
HOWARD BAILEY SECURITIES, LLC109,752$30,395
Sterling Capital Management LLC109,678$30,374
LifeWealth Investments, LLC109,527$30,332
Valmark Advisers, Inc.102,590$28,411
GOLDMAN SACHS GROUP INC101,938$28,231
Brookstone Capital Management100,907$27,945
HighTower Advisors, LLC97,164$26,909
Kestra Advisory Services, LLC94,466$26,161
M&T Bank Corp88,453$24,496
TITLEIST ASSET MANAGEMENT, LLC87,959$24,359
Merit Financial Group, LLC84,883$23,508
One Capital Management, LLC84,343$23,358
Fischer Financial Services, Inc.83,624$23,158
Forum Private Client Group LLC83,505$23,126
Investors Research Corp82,197$22,764
Thrivent Financial for Lutherans79,784$22
Wealthcare Advisory Partners LLC78,664$21,785
JPMORGAN CHASE & CO77,312$21,411
Arkadios Wealth Advisors76,311$21,133
Hidden Cove Wealth Management, LLC75,940$21,031
BUSH INVESTMENT GROUP, LLC74,112$20,525
Perfromance Wealth Partners, LLC70,950$19,649
RTD Financial Advisors, Inc.70,494$19,523
JSF Financial, LLC69,692$19,301
PRINCIPAL SECURITIES, INC.67,305$18,640
Paul Damon & Associates, Inc.64,954$17,988
Equitable Holdings, Inc.63,752$17,655
Stratos Wealth Partners, LTD.62,861$17,409
Auxano Advisors, LLC62,225$17,233
Stonebridge Financial Planning Group, LLC62,200$17,226
THOROUGHBRED FINANCIAL SERVICES, LLC60,690$17
Certified Advisory Corp60,455$16,742
Simplicity Wealth,LLC59,580$16,500
Argent Trust Co58,208$16,120
Horst & Graben Wealth Management LLC57,523$15,936
Sculati Wealth Management, LLC55,167$15,278
UNITED CAPITAL FINANCIAL ADVISORS, LLC54,281$15,033
Equity Wealth Partners, LLC52,948$14,663
Voya Investment Management LLC52,019$14,406
Cosner Financial Group, LLC51,234$14,189
Family Manage LLC50,307$13,932
McAdam, LLC49,398$13,680
Atwater Malick LLC48,958$13,558
Prime Capital Investment Advisors, LLC48,212$13,352
Asset Allocation Strategies LLC47,942$13,277
Benchmark Financial Wealth Advisors, LLC42,143$11,671
Seros Financial, LLC41,706$11,550
Bluesphere Advisors, LLC41,418$11,470
537 other institutions3,670,224$980,311
Total (637 institutions)46,458,869$11,645,026