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 |
| Processus Wealth & Capital Management, LLC | 5.90% | Add +3.3% | 34,123 | $6.7M |
| Flagstar Securities, Inc. | 1.83% | Reduce -6.5% | 33,728 | $6.6M |
| Harbor Investment Advisory, LLC | 0.68% | Add +0.4% | 33,245 | $6.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.3% | 31,984 | $6.2M |
| SigFig Wealth Management, LLC | 0.22% | Add +19.8% | 31,170 | $6.1M |
| Wolf Group Capital Advisors | 2.89% | No change | 38,283 | $6.1M |
| Burns Matteson Capital Management, LLC | 3.80% | Reduce -5.5% | 30,146 | $5.9M |
| PFG Investments, LLC | 0.31% | New | 26,417 | $5.2M |
| 626 Financial, LLC | 2.98% | Add +31.9% | 25,319 | $4.9M |
| Ameliora Wealth Management Ltd. | 2.20% | Reduce -1.3% | 24,893 | $4.9M |
| Centennial Wealth Advisory LLC | 2.23% | Add +23.3% | 24,700 | $4.8M |
| Lincoln National Corp. | 0.07% | Add +52.4% | 24,627 | $4.8M |
| Waldron Private Wealth LLC | 0.21% | No change | 24,362 | $4.8M |
| Financial Partners Group, Inc | 0.74% | Reduce -0.2% | 23,885 | $4.7M |
| Moneco Advisors, LLC | 0.74% | Add +148.9% | 23,855 | $4.7M |
| Avior Wealth Management, LLC | 0.21% | Reduce -12.2% | 23,555 | $4.6M |
| Jane Street Group, LLC | 0.01% | New | 23,129 | $4.5M |
| Harbour Investments, Inc. | 0.15% | Add +8.4% | 21,543 | $4.2M |
| GeoWealth Management, LLC | 0.16% | Reduce -57.4% | 21,021 | $4.1M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -0.8% | 20,362 | $4.0M |
| FWG Investments, LLC. | 4.26% | Reduce -2.7% | 20,149 | $3.9M |
| Prudential Financial Inc. | 0.01% | Add +66.2% | 20,066 | $3.9M |
| REAP Financial Group, LLC | 1.06% | Reduce -7.0% | 19,765 | $3.9M |
| Hilltop Holdings Inc. | 0.41% | Add +22.1% | 19,058 | $3.7M |
| Consolidated Portfolio Review Corp | 0.96% | Add +0.7% | 18,686 | $3.6M |
| Future Financial Wealth Managment LLC | 2.80% | New | 18,656 | $3.6M |
| Florida Financial Advisors, LLC | 2.66% | Add +1.5% | 18,556 | $3.6M |
| Visionary Wealth Advisors | 0.24% | Reduce -62.6% | 18,300 | $3.6M |
| Cozad Asset Management Inc. | 0.36% | Add +7.0% | 17,730 | $3.5M |
| Global Wealth Management Investment Advisory, Inc. | 0.84% | Reduce -9.8% | 17,506 | $3.4M |
| Darwin Wealth Management, LLC | 0.92% | Reduce -10.5% | 16,983 | $3.3M |
| Summit Trail Advisors, LLC | 0.09% | Add +139.7% | 16,799 | $3.3M |
| Leo Wealth, LLC | 0.32% | Reduce -0.7% | 16,168 | $3.2M |
| Captrust Financial Advisors | 0.01% | Reduce -53.2% | 16,144 | $3.1M |
| Stokes Capital Advisors, LLC | 0.91% | Add +0.6% | 16,071 | $3.1M |
| Advisory Alpha, LLC | 0.13% | Reduce -16.4% | 15,800 | $3.1M |
| Mezzasalma Advisors, LLC | 1.44% | Add +24.0% | 15,644 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +7.0% | 15,449 | $3.0M |
| FMR LLC | 0.00% | Add +9.2% | 15,205 | $3.0M |
| Signal Advisors Wealth, LLC | 0.73% | Add +286.1% | 15,054 | $2.9M |
| Compound Planning, Inc. | 0.27% | Add +50.6% | 14,902 | $2.9M |
| Foundations Investment Advisors, LLC | 0.08% | Reduce -3.4% | 14,769 | $2.9M |
| Atria Investments, Inc | 0.04% | Add +14.1% | 14,539 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.3% | 14,489 | $2.8M |
| Passumpsic Savings Bank | 1.75% | — | 14,017 | $2.7M |
| Advisory Services Network, LLC | 0.06% | Add +9.3% | 14,015 | $2.7M |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 13,885 | $2.7M |
| Ieq Capital, LLC | 0.04% | No change | 13,623 | $2.7M |
| Spire Wealth Management | 0.05% | Add +6.9% | 13,420 | $2.6M |
| Citadel Advisors | 0.00% | New | 13,368 | $2.6M |
| Money Concepts Capital Corp. | 0.24% | Reduce -8.8% | 13,207 | $2.6M |
| Park Avenue Securities LLC | 0.03% | Add +44.2% | 13,091 | $2.6M |
| Samalin Investment Counsel, LLC | 1.20% | Reduce -10.5% | 12,909 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.0% | 12,623 | $2.5M |
| Rockport Wealth LLC | 1.63% | — | 12,479 | $2.4M |
| Glenmede Trust Co. NA | 0.01% | Add +1.1% | 12,465 | $2.4M |
| Wellington Wealth Strategies, LLC. | 1.13% | New | 12,405 | $2.4M |
| Peterson Financial Group, Inc. | 15.74% | Reduce -7.0% | 12,363 | $2.4M |
| Sugar Maple Asset Management, LLC | 2.29% | — | 12,168 | $2.4M |
| Elevated Capital Advisors, LLC | 0.67% | Add +686.0% | 12,033 | $2.3M |
| Arcadia Wealth Management, LLC | 1.37% | Reduce -1.6% | 11,410 | $2.2M |
| Comerica Bank | 0.01% | Add +3.0% | 11,388 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +69.3% | 11,069 | $2.2M |
| Walled Lake Planning & Wealth Management, LLC | 0.86% | Add +0.6% | 10,701 | $2.1M |
| Synovus Financial Corp. | 0.03% | Add +0.0% | 10,626 | $2.1M |
| US Bancorp \de | 0.00% | Add +40.3% | 10,529 | $2.1M |
| Colonial River Investments, LLC | 1.16% | Reduce -13.1% | 10,493 | $2.0M |
| Cornerstone Planning Group LLC | 0.62% | Reduce -2.7% | 10,369 | $2.0M |
| Betterment LLC | 0.01% | Add +28.9% | 10,224 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.9% | 10,022 | $2.0M |
| Gsa Capital Partners LLP | 0.15% | Reduce -20.7% | 9,994 | $1.9M |
| Oak Harvest Investment Services | 0.31% | Add +18.5% | 9,500 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +1575.3% | 9,348 | $1.8M |
| Financial Advocates Investment Management | 0.10% | Add +642.9% | 8,640 | $1.8M |
| Creative Planning | 0.00% | Add +0.7% | 9,212 | $1.8M |
| Prospera Financial Services Inc | 0.05% | Add +545.9% | 9,133 | $1.8M |
| Financial Freedom, LLC | 1.05% | Add +0.6% | 9,060 | $1.8M |
| Financial Counselors Inc. | 0.03% | Add +26.5% | 8,973 | $1.8M |
| OxenFree Capital LLC | 1.57% | Add +2.4% | 8,793 | $1.7M |
| Meridian Wealth Management, LLC | 0.28% | Reduce -3.5% | 8,766 | $1.7M |
| Renaissance Technologies | 0.00% | Reduce -36.8% | 8,600 | $1.7M |
| Stewardship Advisors, LLC | 0.57% | Reduce -80.5% | 8,590 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -68.8% | 10,787 | $1.7M |
| Deutsche Bank AG | 0.00% | Reduce -8.6% | 8,498 | $1.7M |
| Venture Visionary Partners LLC | 0.08% | Add +1.4% | 8,315 | $1.6M |
| Keel Point, LLC | 0.17% | Add +180.0% | 8,308 | $1.6M |
| CreativeOne Wealth, LLC | 0.06% | Add +296.2% | 7,790 | $1.5M |
| AdvisorNet Financial, Inc | 0.14% | Add +1.0% | 7,722 | $1.5M |
| New England Private Wealth Advisors LLC | 0.25% | Add +0.1% | 7,402 | $1.4M |
| Strategic Financial Concepts, LLC | 0.35% | Add +37.3% | 7,381 | $1.4M |
| Whelan Financial | 0.65% | Reduce -2.5% | 7,320 | $1.4M |
| Western Wealth Management, LLC | 0.11% | Reduce -3.8% | 7,053 | $1.4M |
| Focus Financial Network, Inc. | 0.07% | — | 7,260 | $1.4M |
| Argent Trust Co | 0.06% | Add +3.0% | 6,929 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +39.0% | 6,883 | $1.3M |
| BCGM Wealth Management, LLC | 0.48% | Reduce -3.6% | 6,809 | $1.3M |
| Eagle Strategies LLC | 0.29% | New | 6,613 | $1.3M |
| Blair William & Co. | 0.00% | Add +5.0% | 6,593 | $1.3M |
| Avestar Capital, LLC | 0.15% | Reduce -22.0% | 6,536 | $1.3M |
| Legacy Edge Advisors, LLC | 0.26% | Reduce -37.5% | 6,467 | $1.3M |
| Csenge Advisory Group | 0.07% | Add +4.0% | 6,247 | $1.2M |
| Werba Rubin Papier Wealth Management | 0.35% | Add +24.0% | 6,231 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -84.4% | 6,186 | $1.2M |
| Cahaba Wealth Management, Inc. | 0.11% | No change | 5,954 | $1.2M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -47.3% | 5,931 | $1.2M |
| Auxano Advisors, LLC | 0.33% | New | 5,838 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Add +52.9% | 5,827 | $1.1M |
| TNF LLC | 0.45% | Reduce -0.3% | 6,037 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +7.8% | 5,547 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +180.4% | 5,411 | $1.1M |
| Cwm, LLC | 0.01% | Add +14.0% | 5,334 | $1.0M |
| Level Four Advisory Services, LLC | 0.06% | No change | 5,884 | $1.0M |
| Wedmont Private Capital | 0.08% | Add +0.1% | 5,291 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +1.5% | 5,088 | $993K |
| Stephens Inc. | 0.02% | Reduce -2.5% | 5,074 | $990K |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -11.1% | 5,014 | $978K |
| Leavell Investment Management, Inc. | 0.06% | Add +5.5% | 5,012 | $978K |
| MBL Wealth, LLC | 0.11% | Reduce -5.7% | 5,000 | $976K |
| Strategic Equity Management | 0.80% | Reduce -10.4% | 4,937 | $963K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Add +73.2% | 4,865 | $949K |
| Arkadios Wealth Advisors | 0.07% | Add +0.0% | 4,853 | $947K |
| Wick Capital Partners, LLC | 0.89% | New | 4,726 | $922K |
| Flow Traders U.S. LLC | 0.05% | New | 4,653 | $908K |
| Allworth Financial LP | 0.01% | Add +0.0% | 4,652 | $908K |
| Cresset Asset Management, LLC | 0.00% | New | 4,616 | $901K |
| MAI Capital Management | 0.01% | Add +0.7% | 4,539 | $886K |
| Empire Life Investments Inc. | 0.05% | Add +100.0% | 4,400 | $858K |
| Kelly Financial Services LLC | 0.32% | Add +14.6% | 4,334 | $845K |
| WBH Advisory Inc. | 0.09% | Add +5.7% | 4,331 | $845K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -6.0% | 4,271 | $833K |
| Private Trust Co. NA | 0.09% | Add +1.4% | 4,263 | $832K |
| AMG National Trust Bank | 0.02% | Reduce -1.7% | 4,250 | $829K |
| Northern Trust Corp. | 0.00% | Reduce -8.1% | 4,216 | $823K |
| New Century Financial Group, LLC | 0.56% | Reduce -3.1% | 4,173 | $814K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -22.2% | 4,138 | $807K |
| Sovereign Financial Group, Inc. | 0.21% | Add +8.1% | 4,084 | $797K |
| Round Rock Advisors LLC | 0.18% | Add +0.3% | 3,895 | $760K |
| Integrated Wealth Concepts LLC | 0.01% | Add +4.1% | 3,890 | $759K |
| First Heartland Consultants, Inc. | 0.08% | Add +7.9% | 3,886 | $758K |
| Maripau Wealth Management LLC | 0.56% | Reduce -10.9% | 3,805 | $742K |
| Merit Financial Group, LLC | 0.02% | Reduce -16.0% | 3,829 | $738K |
| Fluent Financial, LLC | 0.40% | Reduce -0.0% | 3,691 | $720K |
| Pineridge Advisors LLC | 0.25% | Reduce -37.5% | 3,680 | $718K |
| Tactive Advisors, LLC | 0.38% | New | 3,680 | $718K |
| GenWealth Group, Inc. | 0.17% | No change | 3,483 | $680K |
| Nwam LLC | 0.05% | Add +26.6% | 3,462 | $677K |
| EWG Elevate Inc. | 0.26% | Reduce -84.3% | 3,439 | $671K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | No change | 3,430 | $669K |
| Godshalk Welsh Capital Management, Inc. | 0.45% | No change | 3,410 | $665K |
| Dover Advisors, LLC | 0.45% | New | 3,397 | $663K |
| Safeguard Investment Advisory Group, LLC | 0.22% | Add +2.2% | 3,379 | $659K |
| James Investment Research, Inc. | 0.08% | Reduce -3.3% | 3,343 | $652K |
| Retireful, LLC | 0.26% | New | 3,200 | $624K |
| Montag A & Associates Inc. | 0.03% | No change | 3,161 | $617K |
| Apollon Wealth Management, LLC | 0.02% | Add +26.6% | 3,093 | $603K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.8% | 3,089 | $603K |
| T. Rowe Price Associates Inc. | 0.00% | New | 3,089 | $603K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +28.3% | 3,059 | $597K |
| Focus Partners Wealth | 0.00% | No change | 3,030 | $591K |
| Bank of New York Mellon Corp | 0.00% | Add +13.9% | 3,005 | $586K |
| GTS Securities LLC | 0.02% | Add +72.0% | 2,969 | $579K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -3.6% | 2,957 | $577K |
| Regal Investment Advisors LLC | 0.04% | Add +18.5% | 2,957 | $577K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.5% | 2,945 | $575K |
| Ballast Advisors LLC | 0.19% | Add +2.5% | 2,893 | $564K |
| Keybank National Association | 0.00% | Add +18.8% | 2,866 | $559K |
| Total Clarity Wealth Management, Inc. | 0.19% | No change | 2,826 | $551K |
| Norris Perne & French LLP | 0.04% | No change | 2,800 | $546K |
| Cibc World Market Inc. | 0.00% | Reduce -55.9% | 2,798 | $546K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -6.7% | 2,787 | $544K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,778 | $542K |
| Colonial Trust Co / SC | 0.10% | No change | 2,741 | $535K |
| Integrated Advisors Network LLC | 0.03% | Add +31.1% | 2,738 | $534K |
| Mission Wealth Management, LP | 0.01% | Add +13.0% | 2,722 | $531K |
| Forte Capital LLC | 0.07% | No change | 2,705 | $528K |
| N.E.W. Advisory Services LLC | 0.06% | Add +0.1% | 2,704 | $528K |
| Ameritas Advisory Services, LLC | 0.02% | Add +69.5% | 2,700 | $526K |
| Morningstar Investment Services LLC | 0.01% | Add +6.9% | 2,662 | $521K |
| IHT Wealth Management, LLC | 0.02% | Add +22.2% | 2,664 | $520K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -5.1% | 2,638 | $515K |
| TruWealth Advisors, LLC | 0.04% | Add +10.3% | 2,614 | $510K |
| Key Client Fiduciary Advisors, LLC | 0.26% | Add +5.9% | 2,556 | $499K |
| Townsquare Capital LLC | 0.01% | Reduce -20.4% | 2,506 | $489K |
| LexAurum Advisors, LLC | 0.12% | Add +0.8% | 2,494 | $487K |
| Pacific Financial Group Inc. | 0.33% | Reduce -0.8% | 2,476 | $483K |
| ArchPoint Investors | 0.20% | New | 2,450 | $478K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -15.1% | 2,440 | $476K |
| Beaumont Financial Advisors, LLC | 0.04% | New | 2,426 | $473K |
| Yoder Wealth Management, Inc. | 0.31% | No change | 2,411 | $470K |
| Heritage Trust Co | 0.06% | No change | 2,408 | $470K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +1.8% | 2,407 | $470K |
| Regions Financial Corp. | 0.00% | No change | 2,398 | $468K |
| Gratus Capital, LLC | 0.02% | No change | 2,384 | $465K |
| Rodgers & Associates, LTD | 0.06% | Reduce -9.2% | 2,330 | $455K |
| Oliver Lagore Vanvalin Investment Group | 0.13% | Reduce -37.5% | 2,282 | $445K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,271 | $444K |
| FSB Premier Wealth Management, Inc. | 0.21% | Add +6.2% | 2,270 | $443K |
| Alpha Financial Partners LLC | 0.40% | No change | 2,248 | $439K |
| Equitable Trust Co. | 0.03% | No change | 2,220 | $433K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -3.3% | 2,217 | $433K |
| Revolve Wealth Partners, LLC | 0.07% | No change | 2,126 | $415K |
| FSA Advisors, Inc. | 0.44% | Reduce -1.9% | 2,124 | $414K |
| Intrepid Capital Management Inc. | 0.27% | Reduce -3.9% | 2,112 | $412K |
| National Wealth Management Group, LLC | 0.32% | Add +25.3% | 2,109 | $412K |
| SageView Advisory Group, LLC | 0.02% | Reduce -64.2% | 2,532 | $402K |
| MidAtlantic Capital Management, Inc. | 0.35% | No change | 2,044 | $399K |
| QRG Capital Management, Inc. | 0.00% | Reduce -7.2% | 1,987 | $388K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 1,875 | $366K |
| Scientech Research LLC | 0.19% | New | 1,869 | $365K |
| Rooted Wealth Advisors, Inc. | 0.18% | Add +2.8% | 1,847 | $358K |
| HRC Wealth Management, LLC | 0.26% | New | 1,812 | $354K |
| PFG Advisors | 0.03% | Add +3.5% | 1,778 | $347K |
| Balefire, LLC | 0.12% | Add +4.0% | 1,772 | $346K |
| Jaffetilchin Investment Partners, LLC | 0.03% | New | 1,754 | $342K |
| Beacon Financial Advisory LLC | 0.17% | Add +38.4% | 1,748 | $341K |
| LifePlan Investment Advisors, Inc. | 0.27% | Add +18.4% | 1,742 | $340K |
| Principle Wealth Partners LLC | 0.03% | No change | 1,736 | $339K |
| NBT Bank, N.A. | 0.02% | No change | 1,730 | $338K |
| Creative Financial Designs Inc. | 0.03% | Add +10.5% | 1,724 | $336K |
| Founders Financial Alliance, LLC | 0.10% | Reduce -7.7% | 1,724 | $336K |
| Chemung Canal Trust Co. | 0.06% | Reduce -7.6% | 1,699 | $331K |
| Fermata Advisors, LLC | 0.07% | Reduce -6.9% | 1,691 | $330K |
| Life Planning Partners, Inc | 0.33% | Add +9782.4% | 1,680 | $328K |
| TRUE Private Wealth Advisors | 0.04% | Add +0.1% | 1,669 | $326K |
| Richard W. Paul & Associates, LLC | 0.13% | Reduce -27.8% | 1,651 | $322K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | No change | 1,649 | $322K |
| SMART Wealth LLC | 0.14% | Add +3.7% | 1,606 | $313K |
| World Equity Group, Inc. | 0.06% | Add +8.2% | 1,600 | $312K |
| Mercer Global Advisors Inc. | 0.00% | New | 1,543 | $301K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.6% | 1,533 | $299K |
| Benjamin Edwards Inc. | 0.06% | Reduce -1.0% | 1,530 | $299K |
| Caitlin John, LLC | 0.23% | No change | 1,527 | $298K |
| Creekmur Asset Management LLC | 0.10% | Reduce -39.5% | 1,520 | $297K |
| Leeward Financial Partners, LLC | 0.12% | No change | 1,504 | $293K |
| Cerity Partners LLC | 0.00% | New | 1,441 | $281K |
| Concorde Asset Management, LLC | 0.19% | Add +8.5% | 1,437 | $280K |
| BCU Wealth Advisors, LLC | 0.24% | Add +0.1% | 1,432 | $279K |
| Independent Financial Group, LLC | 0.01% | Add +12.4% | 1,430 | $279K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 1,428 | $279K |
| Meridian Management Co. | 0.08% | No change | 1,420 | $277K |
| Sandy Cove Advisors, LLC | 0.13% | No change | 1,419 | $277K |
| Sound Income Strategies, LLC | 0.02% | Add +5.6% | 1,418 | $277K |
| Farther Finance Advisors, LLC | 0.02% | Add +72.7% | 1,411 | $276K |
| Aft, Forsyth & Company, Inc. | 0.16% | Add +0.1% | 1,411 | $275K |
| Instrumental Wealth, LLC | 0.12% | Add +22.6% | 1,343 | $273K |
| Novak & Powell Financial Services, Inc. | 0.20% | No change | 1,400 | $273K |
| StoneX Group Inc. | 0.02% | New | 1,400 | $273K |
| Nicholas Wealth, LLC. | 0.21% | Reduce -1.4% | 1,393 | $272K |
| Hartline Investment Corp./ | 0.05% | New | 1,388 | $271K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | New | 1,388 | $271K |
| Summit X, LLC | 0.07% | Reduce -7.1% | 1,379 | $269K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,373 | $268K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -2.0% | 1,332 | $260K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 1,326 | $259K |
| Bessemer Group Inc. | 0.00% | No change | 1,282 | $250K |
| Prosperity Wealth Management, Inc. | 0.12% | New | 1,266 | $247K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -21.8% | 1,262 | $246K |
| Catalyst Financial Partners LLC | 0.06% | Reduce -33.0% | 1,296 | $244K |
| WMS Partners, LLC | 0.02% | No change | 1,241 | $242K |
| Coppell Advisory Solutions Corp. | 0.05% | — | 1,239 | $242K |
| NWF Advisory Services Inc. | 0.04% | New | 1,224 | $239K |
| Operose Advisors LLC | 0.08% | Add +0.5% | 1,218 | $238K |
| Redwood Financial Network Corp | 0.21% | New | 1,211 | $236K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -2.3% | 1,206 | $235K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,200 | $234K |
| Moors & Cabot, Inc. | 0.01% | New | 1,195 | $233K |
| Tyler-Stone Wealth Management | 0.10% | Reduce -9.7% | 1,188 | $232K |
| Calton & Associates, Inc. | 0.11% | Reduce -35.5% | 1,175 | $229K |
| Truvestments Capital LLC | 0.09% | Add +0.2% | 1,155 | $225K |
| Freedom Investment Management, Inc. | 0.02% | New | 1,152 | $225K |
| Mason & Associates Inc | 0.06% | Reduce -21.0% | 1,127 | $220K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -3.5% | 1,099 | $214K |
| Coldstream Capital Management Inc. | 0.01% | New | 1,066 | $208K |
| NFSG Corp | 0.09% | Add +10.1% | 1,058 | $206K |
| Alta Wealth Advisors LLC | 0.10% | New | 1,057 | $206K |
| International Assets Investment Management, LLC | 0.02% | New | 1,054 | $206K |
| MY Wealth Management Inc. | 0.23% | New | 1,055 | $206K |
| Wedbush Securities Inc. | 0.01% | Reduce -77.1% | 1,047 | $204K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -16.1% | 1,045 | $204K |
| Slagle Financial, LLC | 0.11% | New | 1,026 | $200K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | New | 968 | $189K |
| Capital Analysts, LLC | 0.01% | Add +2.4% | 956 | $187K |
| SouthState Bank Corp | 0.01% | No change | 929 | $181K |
| Rice Partnership, LLC | 0.04% | New | 790 | $154K |
| EPG Wealth Management LLC | 0.04% | No change | 784 | $153K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 715 | $139K |
| Raleigh Capital Management Inc. | 0.06% | No change | 675 | $132K |
| Parkside Financial Bank & Trust | 0.02% | No change | 655 | $128K |
| Center for Financial Planning, Inc. | 0.02% | No change | 618 | $121K |
| Centaurus Financial, Inc. | 0.01% | No change | 612 | $119K |
| Key Financial Inc | 0.03% | No change | 602 | $117K |
| Realta Investment Advisors | 0.02% | New | 600 | $117K |
| Salem Investment Counselors Inc. | 0.00% | No change | 599 | $117K |
| Nordwand Advisors, LLC | 0.04% | No change | 554 | $108K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -12.1% | 554 | $108K |
| Asset Dedication, LLC | 0.01% | Reduce -50.0% | 550 | $107K |
| FSC Wealth Advisors, LLC | 0.07% | Reduce -96.6% | 525 | $102K |
| Gradient Investments LLC | 0.00% | Reduce -10.6% | 489 | $95K |
| CoreCap Advisors, LLC | 0.00% | New | 463 | $90K |
| Aptus Capital Advisors, LLC | 0.00% | Add +11.9% | 452 | $88K |
| Bank of Montreal | 0.00% | Reduce -8.3% | 440 | $86K |
| Fairway Wealth LLC | 0.06% | New | 416 | $81K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +14.4% | 405 | $79K |
| Richardson Financial Services Inc. | 0.06% | Add +21.8% | 402 | $78K |
| HM Payson & Co. | 0.00% | No change | 363 | $71K |
| Salomon & Ludwin, LLC | 0.01% | Add +92.0% | 336 | $66K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -18.3% | 318 | $62K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 314 | $61K |
| West Paces Advisors Inc. | 0.01% | No change | 286 | $56K |
| Castleview Partners, LLC | 0.03% | Add +18.0% | 275 | $54K |
| Ancora Advisors LLC | 0.00% | No change | 218 | $43K |
| Wetzel Investment Advisors, Inc. | 0.02% | Add +9.8% | 225 | $42K |
| West Branch Capital LLC | 0.02% | Reduce -49.9% | 210 | $41K |
| Continuum Advisory, LLC | 0.01% | Reduce -90.6% | 205 | $40K |
| City Holding Co. | 0.01% | No change | 205 | $40K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 200 | $39K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.02% | No change | 195 | $38K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 175 | $34K |
| Jones Financial Companies LLLP | 0.00% | New | 163 | $32K |
| Citigroup Inc. | 0.00% | Add +56.7% | 141 | $28K |
| Van Eck Associates Corp. | 0.00% | Add +750.0% | 136 | $27K |
| Private Ocean, LLC | 0.00% | No change | 135 | $26K |
| Beacon Capital Management, LLC | 0.01% | No change | 125 | $24K |
| Lanark Financial, Inc. | 0.00% | No change | 115 | $22K |
| Financial Perspectives, Inc | 0.01% | No change | 103 | $20K |
| Tompkins Financial Corp. | 0.00% | No change | 100 | $20K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 100 | $20K |
| Assetmark, Inc. | 0.00% | Reduce -86.9% | 98 | $19K |
| Lindbrook Capital, LLC | 0.00% | No change | 95 | $19K |
| Gilliland Jeter Wealth Management LLC | 0.01% | New | 88 | $17K |
| Anchor Investment Management, LLC | 0.00% | New | 85 | $17K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 83 | $16K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 77 | $15K |
| WR Wealth Planners, LLC | 0.00% | New | 69 | $13K |
| Cape Investment Advisory, Inc. | 0.01% | Add +1.7% | 60 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 45 | $8K |
| National Bank of Canada | 0.00% | No change | 40 | $8K |
| Fernwood Investment Management, LLC | 0.00% | New | 36 | $7K |
| Dunhill Financial, LLC | 0.01% | No change | 36 | $7K |
| Kozak & Associates, Inc. | 0.00% | New | 33 | $7K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 28 | $5K |
| Larson Financial Group LLC | 0.00% | New | 25 | $5K |
| Horizon Investments, LLC | 0.00% | No change | 25 | $5K |
| Thompson Investment Management, Inc. | 0.00% | No change | 24 | $5K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 22 | $4K |
| Pacifica Partners Inc. | 0.00% | New | 20 | $4K |
| Byrne Asset Management LLC | 0.00% | No change | 20 | $4K |
| BNP Paribas Financial Markets | 0.00% | Add +1300.0% | 14 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 13 | $3K |
| VitalStone Financial, LLC | 0.00% | No change | 9 | $2K |
| LGT Financial Advisors LLC | 0.00% | Add +200.0% | 6 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $781 |
| Private Capital Management LLC | 0.00% | New | 2 | $391 |
| Sandy Spring Bank | 0.00% | New | 1 | $196 |
"% 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.