iShares Russell Top 200 GrowIWYETF
13F holders, Q2 2024 (June 30)504holders +50
74new positions
33sold out
3famous investors
$192.31avg. 13F price*
At the end of Q2 2024, 504 institutions reported holding iShares Russell Top 200 Grow (IWY) in their 13F filings, up 50 from Q1 2024. 74 opened new positions and 33 sold out. The largest holders were Tiaa Trust, National Association ($1.3B), Envestnet Portfolio Solutions, Inc. ($1.2B) and Envestnet Asset Management Inc. ($611.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $68.7M |
| Exits | 33 | $27.3M |
All 13F filers, Q1 2024 → Q2 2024: 3,538,621 shares bought and 1,441,216 shares sold, net +2,097,405 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 504 holders
| Tiaa Trust, National Association | 4.16% | Add +4.8% | 6,277,143 | $1.3B |
| Envestnet Portfolio Solutions, Inc. | 4.18% | Reduce -3.0% | 5,583,537 | $1.2B |
| Envestnet Asset Management Inc. | 0.21% | Add +8.0% | 2,852,098 | $611.8M |
| Ameriprise Financial Inc. | 0.11% | Add +12.5% | 1,961,892 | $420.9M |
| LPL Financial LLC | 0.20% | Add +18.9% | 1,866,518 | $400.4M |
| Commonwealth Equity Services, LLC | 0.58% | Reduce -1.7% | 1,703,713 | $365.5M |
| Bank of America Corp. | 0.03% | Add +5.8% | 1,516,440 | $325.3M |
| Morgan Stanley | 0.02% | Add +11.3% | 1,365,200 | $292.9M |
| Mariner, LLC | 0.45% | Add +26.7% | 1,076,038 | $230.8M |
| Clark Capital Management Group, Inc. | 1.36% | Reduce -4.9% | 863,695 | $185.3M |
| Truist Financial Corp. | 0.25% | Add +9.3% | 752,968 | $161.5M |
| AE Wealth Management LLC | 1.42% | Add +11.3% | 661,320 | $141.9M |
| MML Investors Services, LLC | 0.57% | Add +9.3% | 653,270 | $140.1M |
| First Citizens Bank & Trust Co. | 2.42% | Reduce -3.1% | 5,259,193 | $128.2M |
| Wilmington Savings Fund Society, FSB | 3.68% | Reduce -3.0% | 447,266 | $95.9M |
| Cambridge Investment Research Advisors, Inc. | 0.34% | Add +8.5% | 433,007 | $92.9M |
| Osaic Holdings, Inc. | 0.22% | Reduce -16.5% | 424,562 | $91.1M |
| Pegasus Partners Ltd. | 8.60% | Add +16.3% | 397,699 | $85.3M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Add +2.6% | 371,726 | $79.7M |
| UBS Group AG | 0.02% | Add +11.2% | 350,521 | $75.2M |
| Atlantic Union Bankshares Corp | 4.61% | Reduce -0.4% | 344,578 | $73.9M |
| Intelligence Driven Advisers, LLC | 10.34% | Add +1.7% | 340,078 | $73.0M |
| SVB Wealth LLC | 1.78% | Add +21.4% | 334,772 | $71.8M |
| Wells Fargo & Company | 0.02% | Add +7.0% | 330,110 | $70.8M |
| Orion Porfolio Solutions, LLC | 0.72% | Add +1.8% | 316,250 | $67.8M |
| Orion Portfolio Solutions, LLC | 0.72% | Add +1.8% | 316,250 | $67.8M |
| First Citizens Asset Management, Inc. | 24.47% | Reduce -0.6% | 306,036 | $65.7M |
| SOA Wealth Advisors, LLC. | 12.78% | Reduce -7.9% | 296,167 | $63.5M |
| Portfolio Strategies, Inc. | 7.92% | Add +28.2% | 270,907 | $58.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.25% | Reduce -2.1% | 270,801 | $58.1M |
| Cetera Investment Advisers | 0.13% | Add +4.9% | 267,364 | $57.4M |
| Bryn Mawr Trust Advisors, LLC | 3.13% | Add +4.7% | 264,329 | $56.7M |
| Avantax Advisory Services, Inc. | 0.40% | Add +14.2% | 259,456 | $55.7M |
| Royal Bank of Canada | 0.01% | Reduce -0.3% | 242,117 | $51.9M |
| One Capital Management, LLC | 1.70% | Add +0.1% | 232,239 | $49.8M |
| Bank of Montreal | 0.01% | Add +48692.5% | 214,687 | $46.4M |
| Wharton Business Group, LLC | 2.21% | Reduce -0.1% | 199,656 | $42.8M |
| Kestra Advisory Services, LLC | 0.23% | Add +268.4% | 203,204 | $41.8M |
| HighTower Advisors, LLC | 0.06% | Add +4.8% | 178,489 | $38.3M |
| Victory Financial Group, LLC | 16.94% | Add +10.2% | 168,789 | $36.2M |
| Equitable Holdings, Inc. | 0.37% | Add +47.8% | 162,448 | $34.8M |
| NewEdge Advisors, LLC | 0.24% | Add +3.5% | 153,293 | $32.9M |
| Kestra Private Wealth Services, LLC | 0.64% | Add +14.1% | 149,244 | $32.0M |
| Hantz Financial Services, Inc. | 0.59% | Reduce -10.3% | 142,025 | $30.5M |
| Compton Wealth Advisory Group, LLC | 8.02% | Reduce -1.6% | 140,362 | $30.1M |
| Principal Securities, Inc. | 0.79% | Add +10.7% | 133,439 | $28.6M |
| ProVise Management Group, LLC | 2.20% | Add +26.9% | 120,456 | $25.8M |
| Wealthcare Advisory Partners LLC | 0.77% | Reduce -7.3% | 115,490 | $24.8M |
| Aspire Capital Advisors LLC | 8.07% | Add +3.5% | 115,053 | $24.7M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -36.0% | 114,348 | $24.5M |
| Williams Financial, LLC | 16.16% | Reduce 0.0% | 113,145 | $24.3M |
| Global Retirement Partners, LLC | 0.75% | Add +21.8% | 111,669 | $24.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +9.5% | 108,989 | $23.4M |
| 9258 Wealth Management, LLC | 3.49% | Reduce -4.5% | 105,789 | $22.7M |
| Bush Investment Group, LLC | 19.14% | Add +0.6% | 103,935 | $22.3M |
| Kingdom Financial Group LLC. | 15.09% | Add +10.6% | 103,905 | $22.3M |
| M&T Bank Corp | 0.07% | Reduce -1.8% | 98,826 | $21.2M |
| Valmark Advisers, Inc. | 0.34% | Reduce -1.1% | 93,876 | $20.1M |
| Horst & Graben Wealth Management LLC | 3.69% | Add +0.6% | 90,119 | $19.3M |
| Voya Investment Management LLC | 0.02% | Add +40.7% | 84,007 | $18.0M |
| DAVENPORT & Co LLC | 0.11% | Add +4.3% | 79,539 | $17.1M |
| Zimmermann Investment Management & Planning LLC | 5.30% | Add +29.2% | 74,002 | $15.9M |
| Forum Private Client Group LLC | 7.11% | Reduce -1.3% | 69,718 | $15.0M |
| Atria Wealth Solutions, Inc. | 0.16% | Reduce -8.1% | 69,038 | $14.8M |
| WJ Wealth Management, LLC | 5.31% | Add +5.4% | 68,101 | $14.6M |
| Stonebridge Financial Planning Group, LLC | 7.30% | Reduce -1.7% | 67,742 | $14.5M |
| Brookstone Capital Management | 0.23% | Add +5.5% | 65,622 | $14.1M |
| Titleist Asset Management, LLC | 2.02% | Reduce -1.5% | 62,158 | $13.3M |
| Investors Research Corp | 3.08% | Add +5.1% | 61,487 | $13.2M |
| McAdam, LLC | 0.78% | Reduce -2.7% | 60,176 | $12.9M |
| Family Capital Management, Inc. | 8.75% | Reduce -1.9% | 59,823 | $12.8M |
| Simplicity Wealth,LLC | 0.29% | Reduce -47.1% | 58,955 | $12.6M |
| Kovack Advisors, Inc. | 1.36% | New | 57,751 | $12.4M |
| Cosner Financial Group, LLC | 8.64% | Reduce -1.2% | 56,294 | $12.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +809.2% | 56,243 | $12.1M |
| Geneos Wealth Management Inc. | 0.53% | Reduce -2.6% | 55,790 | $12.0M |
| Elevation Capital Advisory, LLC | 5.44% | — | 55,542 | $11.9M |
| Benchmark Financial Wealth Advisors, LLC | 4.02% | Add +16.7% | 50,621 | $10.9M |
| Aspire Wealth Management Corp | 6.15% | Add +6.9% | 50,094 | $10.7M |
| JSF Financial, LLC | 3.25% | Add +5.2% | 49,423 | $10.6M |
| Certified Advisory Corp | 1.28% | Add +17.1% | 47,359 | $10.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.60% | Add +4.2% | 47,207 | $10.1M |
| Asset Allocation Strategies LLC | 3.38% | Add +3.3% | 46,889 | $10.1M |
| Moneco Advisors, LLC | 1.48% | Add +96.6% | 46,892 | $10.1M |
| Thoroughbred Financial Services, LLC | 0.66% | Add +26.9% | 45,828 | $9.8M |
| Stratos Wealth Partners, LTD. | 0.16% | Reduce -39.1% | 45,531 | $9.8M |
| B. Riley Wealth Advisors, Inc. | 0.25% | Add +316.4% | 44,923 | $9.6M |
| Apexium Financial, LP | 0.68% | Add +8.3% | 44,095 | $9.5M |
| Raymond James & Associates | 0.01% | Reduce -10.1% | 44,049 | $9.4M |
| Milestone Investment Advisors LLC | 2.48% | Reduce -15.0% | 43,500 | $9.3M |
| Private Advisor Group, LLC | 0.06% | Add +26.7% | 43,416 | $9.3M |
| Crumly & Associates Inc. | 2.65% | Reduce -7.6% | 42,940 | $9.2M |
| World Investment Advisors | 0.56% | Add +1.2% | 42,197 | $9.1M |
| Vantage Financial Partners, LLC | 2.21% | Add +1.1% | 39,696 | $8.5M |
| Two Sigma Investments, LP | 0.02% | Reduce -65.3% | 37,600 | $8.1M |
| Ethos Financial Group, LLC | 1.40% | Add +1.7% | 36,601 | $7.9M |
| Baird Financial Group, Inc. | 0.02% | Add +12.0% | 35,817 | $7.7M |
| Prime Capital Investment Advisors, LLC | 0.11% | Reduce -4.8% | 35,445 | $7.6M |
| Journey Strategic Wealth LLC | 0.32% | Reduce -1.3% | 35,405 | $7.6M |
| Wolf Group Capital Advisors | 2.93% | Reduce -9.5% | 34,638 | $7.4M |
"% 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.