iShares Russell Top 200 GrowIWYETF
13F holders, Q1 2024 (March 31)454holders
2famous investors
$172.82avg. 13F price*
At the end of Q1 2024, 454 institutions reported holding iShares Russell Top 200 Grow (IWY) in their 13F filings. The largest holders were Tiaa Trust, National Association ($1.2B), Envestnet Portfolio Solutions, Inc. ($1.1B) and Envestnet Asset Management Inc. ($515.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $128.8M |
| Exits | 24 | $41.6M |
Ownership 454 holders
| Tiaa Trust, National Association | 3.58% | Reduce -1.5% | 5,988,595 | $1.2B |
| Envestnet Portfolio Solutions, Inc. | 4.22% | Add +14.5% | 5,759,140 | $1.1B |
| Envestnet Asset Management Inc. | 0.19% | Add +23.0% | 2,639,933 | $515.1M |
| Ameriprise Financial Inc. | 0.09% | Add +10.8% | 1,743,632 | $340.1M |
| Commonwealth Equity Services, LLC | 0.56% | Add +2.8% | 1,732,610 | $338.0M |
| LPL Financial LLC | 0.16% | Add +24.5% | 1,569,843 | $306.3M |
| Bank of America Corp. | 0.03% | Add +23.9% | 1,433,236 | $279.6M |
| Morgan Stanley | 0.02% | Add +6.4% | 1,226,030 | $239.2M |
| Clark Capital Management Group, Inc. | 1.32% | Add +23.3% | 907,823 | $177.1M |
| Mariner, LLC | 0.34% | Add +272.7% | 849,486 | $165.7M |
| Truist Financial Corp. | 0.20% | Add +5.0% | 688,630 | $134.4M |
| MML Investors Services, LLC | 0.48% | Add +17.2% | 597,845 | $116.6M |
| AE Wealth Management LLC | 1.31% | Reduce -52.8% | 594,181 | $115.9M |
| Osaic Holdings, Inc. | 0.22% | Reduce -54.3% | 508,280 | $99.2M |
| Wilmington Savings Fund Society, FSB | 3.45% | — | 460,945 | $89.9M |
| Cambridge Investment Research Advisors, Inc. | 0.30% | Add +11.2% | 399,079 | $77.9M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Reduce -1.9% | 362,270 | $70.7M |
| Atlantic Union Bankshares Corp | 5.69% | Add +1.8% | 345,893 | $67.5M |
| Pegasus Partners Ltd. | 7.07% | Add +27.1% | 341,876 | $66.7M |
| Intelligence Driven Advisers, LLC | 9.64% | Add +37.7% | 334,297 | $65.2M |
| SOA Wealth Advisors, LLC. | 12.99% | Add +0.8% | 321,524 | $62.7M |
| UBS Group AG | 0.02% | Reduce -0.8% | 315,156 | $61.5M |
| Orion Porfolio Solutions, LLC | 0.65% | Add +186.1% | 310,643 | $60.6M |
| Orion Portfolio Solutions, LLC | 0.65% | Add +186.1% | 310,643 | $60.6M |
| Wells Fargo & Company | 0.02% | Add +20.1% | 308,454 | $60.2M |
| First Citizens Asset Management, Inc. | 22.74% | Add +12.2% | 307,794 | $60.1M |
| First Citizens Bank & Trust Co. | 1.12% | Add +14.4% | 5,426,059 | $58.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.23% | New | 276,578 | $54.0M |
| SVB Wealth LLC | 1.20% | Add +93.7% | 275,718 | $53.8M |
| Cetera Investment Advisers | 0.12% | Add +152.3% | 254,980 | $49.7M |
| Bryn Mawr Trust Advisors, LLC | 2.76% | Add +6.2% | 252,444 | $48.6M |
| Royal Bank of Canada | 0.01% | Add +9.3% | 242,947 | $47.4M |
| One Capital Management, LLC | 1.64% | Reduce -1.3% | 232,035 | $45.3M |
| Avantax Advisory Services, Inc. | 0.39% | Add +36.9% | 227,212 | $44.3M |
| Portfolio Strategies, Inc. | 2.80% | Add +22.6% | 211,273 | $41.2M |
| Wharton Business Group, LLC | 1.87% | Reduce -11.5% | 199,751 | $39.0M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -16.6% | 178,542 | $34.8M |
| HighTower Advisors, LLC | 0.05% | Reduce -5.8% | 170,310 | $33.2M |
| Mgo One Seven LLC | 1.69% | Add +3.2% | 166,244 | $32.4M |
| Hantz Financial Services, Inc. | 0.60% | Reduce -5.6% | 158,426 | $30.9M |
| Victory Financial Group, LLC | 17.69% | Add +25.7% | 153,158 | $29.9M |
| NewEdge Advisors, LLC | 0.25% | Add +26.2% | 148,070 | $28.9M |
| Compton Wealth Advisory Group, LLC | 7.62% | Reduce -1.1% | 142,710 | $27.8M |
| Kestra Private Wealth Services, LLC | 0.58% | Add +60.1% | 130,838 | $25.5M |
| Wealthcare Advisory Partners LLC | 0.80% | Add +5.9% | 124,591 | $24.3M |
| Principal Securities, Inc. | 0.73% | Add +24.4% | 120,559 | $23.5M |
| Williams Financial, LLC | 14.69% | New | 113,147 | $22.1M |
| Simplicity Wealth,LLC | 0.52% | Add +2.6% | 111,437 | $21.7M |
| Aspire Capital Advisors LLC | 7.30% | Add +4.9% | 111,124 | $21.7M |
| 9258 Wealth Management, LLC | 3.37% | Add +2.1% | 110,814 | $21.6M |
| Equitable Holdings, Inc. | 0.24% | Add +14.6% | 109,911 | $21.4M |
| Two Sigma Investments, LP | 0.05% | Add +5.5% | 108,300 | $21.1M |
| Bush Investment Group, LLC | 17.81% | Add +1.3% | 103,357 | $20.2M |
| M&T Bank Corp | 0.07% | Reduce -1.1% | 100,608 | $19.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -1.9% | 99,496 | $19.4M |
| Valmark Advisers, Inc. | 0.32% | Add +6.6% | 94,951 | $18.5M |
| ProVise Management Group, LLC | 1.60% | Add +23.6% | 94,892 | $18.5M |
| Kingdom Financial Group LLC. | 12.89% | Add +47.7% | 93,945 | $18.3M |
| Global Retirement Partners, LLC | 0.67% | Add +27.9% | 91,714 | $17.9M |
| Horst & Graben Wealth Management LLC | 3.56% | Reduce -18.0% | 89,598 | $17.5M |
| DAVENPORT & Co LLC | 0.09% | Reduce -21.5% | 76,300 | $14.9M |
| Atria Wealth Solutions, Inc. | 0.17% | Add +43.8% | 75,106 | $14.7M |
| Stratos Wealth Partners, LTD. | 0.24% | Add +38.4% | 74,802 | $14.6M |
| Forum Private Client Group LLC | 6.66% | Add +1.9% | 70,603 | $13.8M |
| Stonebridge Financial Planning Group, LLC | 7.11% | Reduce -1.9% | 68,910 | $13.4M |
| Marshall Wace, LLP | 0.02% | New | 67,230 | $13.1M |
| WJ Wealth Management, LLC | 5.01% | Reduce -0.1% | 64,599 | $12.6M |
| Titleist Asset Management, LLC | 2.16% | Reduce -7.1% | 63,076 | $12.3M |
| Brookstone Capital Management | 0.22% | Reduce -0.7% | 62,196 | $12.1M |
| Win Advisors, Inc. | 5.32% | Reduce -5.5% | 61,840 | $12.1M |
| McAdam, LLC | 0.77% | Reduce -4.3% | 61,835 | $12.1M |
| Family Capital Management, Inc. | 8.29% | Add +1.8% | 60,967 | $11.9M |
| Voya Investment Management LLC | 0.01% | Reduce -23.8% | 59,709 | $11.6M |
| Investors Research Corp | 2.67% | Add +2.2% | 58,481 | $11.4M |
| Geneos Wealth Management Inc. | 0.51% | Add +0.4% | 57,305 | $11.2M |
| Zimmermann Investment Management & Planning LLC | 4.03% | Add +92.9% | 57,284 | $11.2M |
| Cosner Financial Group, LLC | 7.96% | Add +910.3% | 56,978 | $11.1M |
| Kestra Advisory Services, LLC | 0.07% | Add +30.0% | 55,158 | $10.8M |
| Milestone Investment Advisors LLC | 2.69% | Reduce -10.1% | 51,171 | $10.0M |
| Raymond James & Associates | 0.01% | Add +0.3% | 48,998 | $9.6M |
| IFP Advisors, Inc | 0.42% | Reduce -0.4% | 48,695 | $9.5M |
| JSF Financial, LLC | 2.87% | Add +16.0% | 46,986 | $9.2M |
| Aspire Wealth Management Corp | 5.52% | Add +4.8% | 46,865 | $9.1M |
| Crumly & Associates Inc. | 2.38% | Reduce -58.1% | 46,465 | $9.1M |
| Asset Allocation Strategies LLC | 3.13% | Add +3.1% | 45,400 | $8.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.56% | Add +6.0% | 45,285 | $8.8M |
| Benchmark Financial Wealth Advisors, LLC | 3.23% | Add +29.6% | 43,375 | $8.5M |
| World Investment Advisors | 1.16% | Add +172.4% | 41,713 | $8.1M |
| Apexium Financial, LP | 0.60% | Add +9.7% | 40,715 | $7.9M |
| Certified Advisory Corp | 1.10% | Add +33.5% | 40,429 | $7.9M |
| Vantage Financial Partners, LLC | 2.06% | Add +0.8% | 39,262 | $7.7M |
| Jackson Wealth Management, LLC | 0.95% | Reduce -0.7% | 38,900 | $7.6M |
| Prime Capital Investment Advisors, LLC | 0.10% | Add +1.6% | 37,220 | $7.3M |
| McIlrath & Eck, LLC | 1.15% | Reduce -33.1% | 37,105 | $7.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.8% | 36,241 | $7.1M |
| Thoroughbred Financial Services, LLC | 0.68% | Reduce -6.7% | 36,120 | $7.0M |
| Ethos Financial Group, LLC | 1.34% | Add +2761.1% | 35,993 | $7.0M |
| Journey Strategic Wealth LLC | 0.31% | Reduce -0.8% | 35,881 | $7.0M |
| Berger Financial Group, Inc | 0.57% | New | 35,537 | $6.9M |
| Private Advisor Group, LLC | 0.05% | Add +4.2% | 34,271 | $6.7M |
"% 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.