iShares Russell Top 200 GrowIWYETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 686 institutions reported holding iShares Russell Top 200 Grow (IWY) in their 13F filings, up 42 from Q1 2026. 75 opened new positions and 31 sold out. The largest holders were Tiaa-Cref Individual & Institutional Services, LLC ($1.4B), Envestnet Portfolio Solutions, Inc. ($1.1B) and Ameriprise Financial Inc. ($1.0B). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell Top 200 Grow
- CUSIP
- 464289438
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $70.4M |
| Exits | 31 | $43.0M |
All 13F filers, Q1 2026 → Q2 2026: 1,462,181 shares bought and 4,469,100 shares sold, net −3,006,919 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 686 holders
| Tiaa-Cref Individual & Institutional Services, LLC | 4.78% | Reduce -5.8% | 4,777,201 | $1.4B |
| Envestnet Portfolio Solutions, Inc. | 5.05% | Reduce -23.3% | 3,635,042 | $1.1B |
| Ameriprise Financial Inc. | 0.21% | Reduce -0.4% | 3,526,143 | $1.0B |
| First Citizens Bank & Trust Co. | 14.89% | Reduce -24.3% | 3,425,577 | $995.5M |
| Bank of America Corp. | 0.06% | Add +0.4% | 3,371,795 | $979.9M |
| LPL Financial LLC | 0.15% | Reduce -1.6% | 2,348,860 | $682.6M |
| Morgan Stanley | 0.02% | Reduce -0.1% | 1,353,744 | $393.4M |
| Mariner, LLC | 0.30% | Reduce -28.8% | 992,209 | $288.4M |
| Commonwealth Equity Services, LLC | 0.30% | Reduce -9.7% | 828,066 | $240.7M |
| Wells Fargo & Company | 0.04% | Add +4.8% | 773,855 | $224.9M |
| AE Wealth Management LLC | 0.93% | Add +3.9% | 684,496 | $198.9M |
| Osaic Holdings, Inc. | 0.21% | Add +9.5% | 622,017 | $180.9M |
| Boulay Financial Advisors, LLC | 16.60% | Add +1.1% | 617,030 | $179.3M |
| Raymond James Financial Inc. | 0.05% | Add +5.5% | 593,910 | $172.6M |
| Atlantic Union Bankshares Corp | 2.72% | Add +12.3% | 560,723 | $163.0M |
| Victory Financial Group, LLC | 13.84% | Reduce -2.0% | 453,284 | $131.7M |
| Truist Financial Corp. | 0.15% | Reduce -3.6% | 443,280 | $128.8M |
| UBS Group AG | 0.02% | Reduce -0.5% | 424,651 | $123.4M |
| MML Investors Services, LLC | 0.24% | Add +4.0% | 410,157 | $119.2M |
| Lido Advisors, LLC | 0.42% | Reduce -5.6% | 402,312 | $116.9M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -16.2% | 399,156 | $116.0M |
| Cetera Investment Advisers | 0.10% | Add +2.4% | 382,891 | $111.3M |
| Wilmington Savings Fund Society, FSB | 2.34% | Reduce -3.2% | 360,678 | $104.8M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Reduce -2.1% | 352,122 | $102.3M |
| DAVENPORT & Co LLC | 0.46% | Add +40.0% | 310,652 | $90.3M |
| First Citizens Asset Management, Inc. | 27.51% | Reduce -2.2% | 296,224 | $86.1M |
| SVB Wealth LLC | 5.39% | Add +8.0% | 294,116 | $85.5M |
| Royal Bank of Canada | 0.01% | Add +2.3% | 270,034 | $78.5M |
| Bryn Mawr Trust Advisors, LLC | 3.24% | Reduce -1.2% | 255,752 | $74.3M |
| Prosperity Consulting Group, LLC | 2.71% | Reduce -15.6% | 246,540 | $71.6M |
| Kestra Advisory Services, LLC | 0.23% | Add +138.7% | 239,884 | $69.7M |
| Portfolio Strategies, Inc. | 6.47% | Reduce -8.6% | 227,020 | $66.0M |
| SOA Wealth Advisors, LLC. | 10.20% | Add +1.0% | 208,928 | $60.7M |
| Jones Financial Companies LLLP | 0.02% | Add +16.0% | 216,668 | $60.3M |
| Intelligence Driven Advisers, LLC | 9.71% | Add +0.0% | 205,851 | $59.8M |
| Wharton Business Group, LLC | 1.97% | Add +0.9% | 203,184 | $59.0M |
| Hantz Financial Services, Inc. | 0.79% | Add +4.6% | 200,440 | $58.3M |
| Tiaa Trust, National Association | 3.34% | Reduce -6.2% | 194,546 | $56.5M |
| Kingdom Financial Group LLC. | 13.46% | Add +7.8% | 181,309 | $52.7M |
| Perennial Investment Advisors, LLC | 3.41% | Add +4.4% | 175,672 | $51.1M |
| NewEdge Advisors, LLC | 0.15% | Reduce -4.3% | 172,484 | $50.1M |
| Global Retirement Partners, LLC | 0.77% | — | 172,371 | $50.1M |
| Kestra Private Wealth Services, LLC | 0.49% | Reduce -1.9% | 153,748 | $44.7M |
| Private Advisor Group, LLC | 0.20% | Add +201.1% | 152,777 | $44.4M |
| Moneco Advisors, LLC | 2.65% | Reduce -0.7% | 149,208 | $43.4M |
| Aspire Capital Advisors LLC | 8.15% | Reduce -0.8% | 144,097 | $41.9M |
| LifeWealth Investments, LLC | 10.93% | Add +6.3% | 140,725 | $40.9M |
| One Capital Management, LLC | 1.13% | No change | 162,986 | $40.6M |
| ProVise Management Group, LLC | 2.68% | Add +3.2% | 137,347 | $39.9M |
| Sterling Capital Management LLC | 0.67% | Reduce -3.3% | 134,720 | $39.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.51% | Reduce -10.6% | 134,581 | $39.1M |
| Richard P Slaughter Associates Inc | 7.61% | Reduce -7.3% | 132,048 | $38.4M |
| Waverly Advisors, LLC | 0.22% | Add +12.6% | 127,577 | $37.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +8.3% | 123,419 | $35.9M |
| Principal Financial Group Inc. | 0.02% | Add +405.3% | 118,149 | $34.3M |
| Compton Wealth Advisory Group, LLC | 6.82% | Reduce -1.2% | 117,409 | $33.8M |
| Brookstone Capital Management | 0.34% | Add +9.7% | 115,100 | $33.5M |
| Howard Bailey Securities, LLC | 12.52% | Add +2.7% | 114,885 | $33.4M |
| HighTower Advisors, LLC | 0.03% | Reduce -8.5% | 114,671 | $33.3M |
| JPMorgan Chase & Co. | 0.00% | Add +2.0% | 103,600 | $29.6M |
| Titleist Asset Management, LLC | 1.95% | Add +4.3% | 99,554 | $28.9M |
| Merit Financial Group, LLC | 0.18% | Reduce -2.5% | 97,027 | $28.2M |
| Forum Private Client Group LLC | 7.85% | Add +3.4% | 90,802 | $26.4M |
| JSF Financial, LLC | 4.23% | Add +14.6% | 90,402 | $26.3M |
| Performance Wealth Partners, LLC | 0.65% | Add +14.6% | 89,705 | $26.1M |
| Valmark Advisers, Inc. | 0.27% | Reduce -16.9% | 87,978 | $25.6M |
| Fischer Financial Services, Inc. | 6.26% | Add +0.6% | 85,786 | $24.9M |
| Investors Research Corp | 4.25% | Reduce -1.0% | 81,693 | $23.7M |
| RTD Financial Advisors, Inc. | 2.55% | Add +3.6% | 80,599 | $23.4M |
| Arkadios Wealth Advisors | 0.35% | Add +0.1% | 77,729 | $22.6M |
| M&T Bank Corp | 0.07% | Reduce -10.1% | 76,279 | $22.2M |
| Montgomery Financial Services LLC | 18.72% | — | 74,091 | $21.5M |
| Key Capital Management, INC | 10.64% | Add +31.3% | 71,128 | $20.7M |
| Hidden Cove Wealth Management, LLC | 11.11% | Add +4.3% | 69,390 | $20.2M |
| Horst & Graben Wealth Management LLC | 2.64% | Add +18.6% | 69,778 | $20.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +266.1% | 67,480 | $19.6M |
| Stratos Wealth Partners, LTD. | 0.20% | Add +20.3% | 67,477 | $19.6M |
| Simplicity Wealth,LLC | 0.65% | Add +2.6% | 65,838 | $19.1M |
| Certified Advisory Corp | 1.54% | Add +0.5% | 65,757 | $19.1M |
| Family Capital Management, Inc. | 7.28% | Add +0.9% | 64,584 | $18.8M |
| Equity Wealth Partners, LLC | 6.72% | Add +7.5% | 64,297 | $18.7M |
| Stonebridge Financial Planning Group, LLC | 5.60% | Add +1.1% | 60,541 | $17.6M |
| Thoroughbred Financial Services, LLC | 0.84% | Reduce -0.7% | 59,933 | $17.4M |
| Atwater Malick LLC | 3.76% | Add +6.1% | 59,374 | $17.3M |
| Sculati Wealth Management, LLC | 5.69% | Add +4.2% | 60,965 | $17.0M |
| United Capital Financial Advisors, LLC | 0.09% | Add +2.6% | 55,322 | $16.1M |
| Asset Allocation Strategies LLC | 2.43% | Add +7.2% | 54,215 | $15.8M |
| Cosner Financial Group, LLC | 7.98% | Add +2.7% | 53,468 | $15.5M |
| Prime Capital Investment Advisors, LLC | 0.15% | Add +0.9% | 51,573 | $15.0M |
| Equitable Holdings, Inc. | 0.09% | Reduce -11.2% | 50,483 | $14.7M |
| Elevation Capital Advisory, LLC | 5.57% | Add +210.7% | 49,647 | $14.4M |
| Voya Investment Management LLC | 0.01% | Reduce -13.3% | 49,417 | $14.4M |
| McAdam, LLC | 0.55% | Reduce -7.6% | 49,227 | $14.3M |
| Bluesphere Advisors LLC | 4.31% | Reduce -5.5% | 48,040 | $14.0M |
| CGC Financial Services, LLC | 3.13% | Add +25.4% | 47,947 | $13.9M |
| Principal Securities, Inc. | 0.16% | Reduce -27.8% | 45,018 | $13.1M |
| Meridian Financial Partners LLC | 4.27% | Add +3.9% | 43,243 | $12.5M |
| Fifth Third Securities, Inc. | 0.71% | Reduce -1.7% | 43,048 | $12.5M |
| Bond & Devick Financial Network, Inc. | 3.02% | Add +2.9% | 42,216 | $12.3M |
| Cornerstone Wealth, LLC | 6.18% | Add +53.0% | 42,197 | $12.2M |
"% of holder's portfolio" is IWY's weight in each manager's 13F, not the share of iShares Russell Top 200 Grow the manager owns.