iShares Russell Top 200 GrowIWYETF

13F holders, Q2 2026 (June 30)
686holders +42
75new positions
31sold out
4famous investors
$290.25avg. 13F price*

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

0200400600800 Q1 2024: 454Q1 2024Q2 2024: 504Q2 2024Q3 2024: 507Q3 2024Q4 2024: 589Q4 2024Q1 2025: 557Q1 2025Q2 2025: 573Q2 2025Q3 2025: 619Q3 2025Q4 2025: 648Q4 2025Q1 2026: 644Q1 2026Q2 2026: 686Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions75$70.4M
Exits31$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.

Show all 686 holders