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 |
| Veridan Wealth LLC | 2.94% | — | 29,706 | $7.3M |
| Ameliora Wealth Management Ltd. | 3.31% | Add +36.5% | 33,977 | $7.3M |
| Processus Wealth & Capital Management, LLC | 6.00% | Reduce -1.1% | 33,764 | $7.2M |
| Susquehanna International Group, LLP | 0.01% | New | 33,737 | $7.2M |
| SigFig Wealth Management, LLC | 0.27% | Add +5.7% | 32,951 | $7.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.6% | 32,033 | $6.9M |
| Auxano Advisors, LLC | 1.86% | Add +436.9% | 31,345 | $6.7M |
| Flagstar Securities, Inc. | 1.83% | Reduce -7.6% | 31,163 | $6.7M |
| IFP Advisors, Inc | 0.26% | Reduce -37.4% | 30,486 | $6.5M |
| Win Advisors, Inc. | 2.91% | Reduce -50.9% | 30,337 | $6.5M |
| Mgo One Seven LLC | 0.30% | Reduce -82.2% | 29,665 | $6.4M |
| Burns Matteson Capital Management, LLC | 3.91% | Reduce -3.7% | 29,024 | $6.2M |
| 626 Financial, LLC | 3.53% | Add +11.9% | 28,323 | $6.1M |
| Prudential Financial Inc. | 0.01% | Add +38.0% | 27,692 | $5.9M |
| Centennial Wealth Advisory LLC | 2.49% | Add +8.4% | 26,769 | $5.7M |
| EWG Elevate Inc. | 2.08% | Add +672.2% | 26,555 | $5.7M |
| Spire Wealth Management | 0.20% | Add +94.6% | 26,116 | $5.6M |
| Harbor Investment Advisory, LLC | 0.58% | Reduce -22.6% | 25,734 | $5.5M |
| Meridian Financial Partners LLC | 3.27% | New | 25,701 | $5.5M |
| McIlrath & Eck, LLC | 0.78% | Reduce -33.7% | 24,599 | $5.3M |
| Waldron Private Wealth LLC | 0.23% | Reduce -2.2% | 23,823 | $5.1M |
| Financial Partners Group, Inc | 0.80% | Reduce -0.5% | 23,756 | $5.1M |
| Fifth Third Securities, Inc. | 0.47% | New | 23,627 | $5.1M |
| Sugar Maple Asset Management, LLC | 4.83% | Add +91.2% | 23,259 | $5.0M |
| GeoWealth Management, LLC | 0.21% | Add +9.3% | 22,968 | $4.9M |
| Avior Wealth Management, LLC | 0.20% | Reduce -5.9% | 22,164 | $4.8M |
| Jackson Wealth Management, LLC | 1.02% | Reduce -43.1% | 22,118 | $4.7M |
| Berger Financial Group, Inc | 0.37% | Reduce -39.6% | 21,474 | $4.6M |
| Silver Oak Securities, Incorporated | 0.68% | Add +660.4% | 21,191 | $4.5M |
| Harbour Investments, Inc. | 0.15% | Reduce -3.2% | 20,861 | $4.5M |
| Insight Wealth Strategies, LLC | 0.62% | New | 20,427 | $4.4M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -0.7% | 20,223 | $4.3M |
| Trinity Wealth Management, LLC | 2.15% | New | 20,070 | $4.3M |
| FMR LLC | 0.00% | Add +29.0% | 19,621 | $4.2M |
| Future Financial Wealth Managment LLC | 3.69% | Add +5.0% | 19,582 | $4.2M |
| Mezzasalma Advisors, LLC | 1.80% | Add +25.0% | 19,550 | $4.2M |
| Consolidated Portfolio Review Corp | 0.96% | Add +3.1% | 19,267 | $4.1M |
| Cozad Asset Management Inc. | 0.41% | Add +7.7% | 19,102 | $4.1M |
| FWG Investments, LLC. | 3.99% | Reduce -8.5% | 18,443 | $4.0M |
| Flow Traders U.S. LLC | 0.18% | Add +267.4% | 17,095 | $3.7M |
| Optivise Advisory Services LLC | 1.98% | — | 17,073 | $3.7M |
| Stifel Financial Corp. | 0.00% | Add +8.8% | 16,813 | $3.6M |
| Summit Trail Advisors, LLC | 0.09% | No change | 16,799 | $3.6M |
| Visionary Wealth Advisors | 0.24% | Reduce -8.2% | 16,792 | $3.6M |
| Renaissance Technologies | 0.01% | Add +94.2% | 16,700 | $3.6M |
| Florida Financial Advisors, LLC | 2.13% | Reduce -10.9% | 16,534 | $3.5M |
| Global Wealth Management Investment Advisory, Inc. | 0.81% | Reduce -6.8% | 16,312 | $3.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.7% | 15,461 | $3.3M |
| Stokes Capital Advisors, LLC | 0.92% | Reduce -4.5% | 15,347 | $3.3M |
| Passumpsic Savings Bank | 2.34% | Add +8.7% | 15,235 | $3.3M |
| Park Avenue Securities LLC | 0.04% | Add +14.6% | 15,005 | $3.2M |
| Lloyd Advisory Services, LLC. | 1.49% | New | 14,778 | $3.2M |
| Leo Wealth, LLC | 0.31% | Reduce -13.4% | 13,999 | $3.0M |
| Advisory Services Network, LLC | 0.06% | Reduce -0.5% | 13,940 | $3.0M |
| Corient Private Wealth LP | 0.01% | Add +0.1% | 13,894 | $3.0M |
| Compound Planning, Inc. | 0.22% | Reduce -6.9% | 13,879 | $3.0M |
| Ieq Capital, LLC | 0.04% | Add +0.6% | 13,710 | $2.9M |
| Oak Harvest Investment Services | 0.46% | Add +44.3% | 13,709 | $2.9M |
| Samalin Investment Counsel, LLC | 1.37% | Add +5.8% | 13,662 | $2.9M |
| Blair William & Co. | 0.01% | Add +94.2% | 12,805 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.7% | 12,708 | $2.7M |
| Glenmede Trust Co. NA | 0.01% | Add +0.8% | 12,558 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | — | 14,027 | $2.7M |
| Betterment LLC | 0.01% | Add +21.5% | 12,426 | $2.7M |
| Rockport Wealth LLC | 1.10% | Reduce -2.5% | 12,172 | $2.6M |
| Elevated Capital Advisors, LLC | 0.73% | Add +1.2% | 12,172 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +9.9% | 12,169 | $2.6M |
| OxenFree Capital LLC | 2.25% | Add +36.8% | 12,029 | $2.6M |
| Comerica Bank | 0.01% | Add +5.5% | 12,010 | $2.6M |
| Peterson Financial Group, Inc. | 15.56% | Reduce -3.8% | 11,899 | $2.6M |
| Synergy Asset Management, LLC | 0.39% | New | 11,488 | $2.5M |
| PFG Investments, LLC | 0.17% | Reduce -57.4% | 11,248 | $2.4M |
| Arcadia Wealth Management, LLC | 1.37% | Reduce -2.3% | 11,149 | $2.4M |
| Symphony Financial Services, Inc. | 2.05% | — | 10,699 | $2.4M |
| Hilltop Holdings Inc. | 0.28% | Reduce -42.0% | 11,064 | $2.4M |
| Walled Lake Planning & Wealth Management, LLC | 0.96% | Add +2.4% | 10,958 | $2.4M |
| US Bancorp \de | 0.00% | Add +3.5% | 10,893 | $2.3M |
| Money Concepts Capital Corp. | 0.20% | Reduce -17.8% | 10,851 | $2.3M |
| Keel Point, LLC | 0.21% | Add +33.7% | 11,109 | $2.3M |
| Foundations Investment Advisors, LLC | 0.05% | Reduce -31.2% | 10,158 | $2.2M |
| Creative Planning | 0.00% | Add +8.6% | 10,002 | $2.1M |
| Financial Freedom, LLC | 1.20% | Add +8.5% | 9,830 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.1% | 9,714 | $2.1M |
| Cornerstone Planning Group LLC | 0.58% | Add +0.1% | 10,379 | $2.0M |
| Independent Advisor Alliance | 0.07% | New | 8,968 | $1.9M |
| Perigon Wealth Management, LLC | 0.05% | Add +51.5% | 8,828 | $1.9M |
| Mason & Associates, LLC | 0.61% | New | 8,625 | $1.9M |
| Deutsche Bank AG | 0.00% | Reduce -1.8% | 8,345 | $1.8M |
| Gsa Capital Partners LLP | 0.13% | Reduce -16.6% | 8,335 | $1.8M |
| Dana Investment Advisors, Inc. | 0.06% | Add +40.2% | 8,315 | $1.8M |
| Venture Visionary Partners LLC | 0.08% | Reduce -0.2% | 8,297 | $1.8M |
| Focus Financial Network, Inc. | 0.07% | Add +6.4% | 7,727 | $1.7M |
| AdvisorNet Financial, Inc | 0.15% | Reduce -1.9% | 7,574 | $1.6M |
| New England Private Wealth Advisors LLC | 0.28% | Add +0.1% | 7,409 | $1.6M |
| Whelan Financial | 0.70% | Reduce -0.1% | 7,314 | $1.6M |
| Colonial River Investments, LLC | 0.84% | Reduce -30.3% | 7,310 | $1.6M |
| Western Wealth Management, LLC | 0.12% | Add +3.3% | 7,282 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | New | 7,260 | $1.6M |
| Synovus Financial Corp. | 0.02% | Reduce -31.8% | 7,251 | $1.6M |
| Legacy Edge Advisors, LLC | 0.29% | Add +11.7% | 7,223 | $1.5M |
| CIBC Private Wealth Group LLC | 0.00% | Add +199.4% | 6,799 | $1.5M |
| SageView Advisory Group, LLC | 0.09% | Add +178.7% | 7,057 | $1.5M |
| REAP Financial Group, LLC | 0.40% | Reduce -64.5% | 7,011 | $1.5M |
| Financial Counselors Inc. | 0.02% | Reduce -22.4% | 6,965 | $1.5M |
| Argent Trust Co | 0.07% | Reduce -0.3% | 6,909 | $1.5M |
| Dover Advisors, LLC | 0.91% | Add +101.1% | 6,832 | $1.5M |
| Wedmont Private Capital | 0.09% | Add +23.9% | 6,555 | $1.5M |
| Fiduciary Group, LLC | 0.16% | New | 6,735 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +119.5% | 6,650 | $1.4M |
| Leavell Investment Management, Inc. | 0.08% | Add +31.5% | 6,592 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -4.4% | 6,581 | $1.4M |
| Avestar Capital, LLC | 0.15% | No change | 6,536 | $1.4M |
| GTS Securities LLC | 0.03% | Add +118.6% | 6,490 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -72.0% | 6,467 | $1.4M |
| BCGM Wealth Management, LLC | 0.47% | Reduce -6.3% | 6,379 | $1.4M |
| Strategic Financial Concepts, LLC | 0.78% | Add +2991.8% | 228,205 | $1.3M |
| New Century Financial Group, LLC | 0.57% | Add +50.0% | 6,259 | $1.3M |
| Werba Rubin Papier Wealth Management | 0.37% | No change | 6,231 | $1.3M |
| Stephens Inc. | 0.02% | Add +20.7% | 6,124 | $1.3M |
| Marshall Wace, LLP | 0.00% | Reduce -91.0% | 6,050 | $1.3M |
| Empire Life Investments Inc. | 0.08% | Add +36.4% | 6,000 | $1.3M |
| Cahaba Wealth Management, Inc. | 0.11% | No change | 5,954 | $1.3M |
| TNF LLC | 0.46% | No change | 6,037 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -60.1% | 5,807 | $1.2M |
| Sigma Planning Corp | 0.04% | Add +6.6% | 5,767 | $1.2M |
| Perennial Investment Advisors, LLC | 0.18% | New | 5,764 | $1.2M |
| Prostatis Group LLC | 0.43% | New | 5,758 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -65.2% | 5,619 | $1.2M |
| Kelly Financial Services LLC | 0.43% | Add +28.6% | 5,573 | $1.2M |
| Private Trust Co. NA | 0.13% | Add +26.9% | 5,408 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.06% | Add +5.3% | 5,277 | $1.1M |
| Fifth Third Bancorp | 0.00% | Reduce -5.1% | 5,264 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -1.3% | 5,023 | $1.1M |
| MBL Wealth, LLC | 0.12% | No change | 5,000 | $1.1M |
| Arkadios Wealth Advisors | 0.07% | Add +2.1% | 4,957 | $1.1M |
| Sovereign Financial Group, Inc. | 0.26% | Add +19.6% | 4,883 | $1.0M |
| Wick Capital Partners, LLC | 0.35% | No change | 4,726 | $1.0M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -39.9% | 4,685 | $1.0M |
| WBH Advisory Inc. | 0.10% | Add +6.5% | 4,612 | $989K |
| Strategic Equity Management | 0.64% | Reduce -6.6% | 4,611 | $989K |
| Stewardship Advisors, LLC | 0.33% | Reduce -46.3% | 4,609 | $989K |
| Allworth Financial LP | 0.01% | Reduce -1.2% | 4,597 | $976K |
| MAI Capital Management | 0.01% | Reduce -0.2% | 4,530 | $972K |
| Cwm, LLC | 0.00% | Reduce -17.6% | 4,395 | $943K |
| Pallas Capital Advisors LLC | 0.04% | No change | 4,271 | $913K |
| AMG National Trust Bank | 0.02% | No change | 4,250 | $912K |
| Advisory Alpha, LLC | 0.04% | Reduce -73.5% | 4,195 | $900K |
| Jones Financial Companies LLLP | 0.00% | Add +2468.1% | 4,186 | $898K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Reduce -14.1% | 4,177 | $896K |
| Northern Trust Corp. | 0.00% | Reduce -1.2% | 4,164 | $893K |
| Tennessee Valley Asset Management Partners | 0.16% | New | 4,096 | $879K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -1.3% | 4,084 | $876K |
| Cyr Financial Inc. | 0.87% | — | 4,073 | $874K |
| First Heartland Consultants, Inc. | 0.09% | Add +3.8% | 4,035 | $866K |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.3% | 4,019 | $862K |
| Round Rock Advisors LLC | 0.20% | Add +0.1% | 3,897 | $836K |
| Millennium Management | 0.00% | New | 3,883 | $833K |
| Merit Financial Group, LLC | 0.02% | Reduce -0.0% | 3,828 | $821K |
| AQR Capital Management | 0.00% | New | 3,788 | $813K |
| Pineridge Advisors LLC | 0.27% | Add +1.9% | 3,749 | $804K |
| Morningstar Investment Services LLC | 0.01% | Add +39.4% | 3,711 | $802K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +17.2% | 3,584 | $769K |
| Janney Montgomery Scott LLC | 0.00% | Add +15.9% | 3,579 | $768K |
| Diversified Trust Co. | 0.02% | New | 3,531 | $757K |
| Kohmann Bosshard Financial Services, LLC | 0.10% | No change | 3,430 | $736K |
| GenWealth Group, Inc. | 0.18% | Reduce -1.8% | 3,421 | $734K |
| Citizens Financial Group Inc. | 0.02% | Add +135.2% | 3,358 | $720K |
| Csenge Advisory Group | 0.04% | Reduce -46.4% | 3,346 | $718K |
| Godshalk Welsh Capital Management, Inc. | 0.48% | Reduce -2.2% | 3,335 | $715K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +50.4% | 3,335 | $715K |
| Choreo, LLC | 0.01% | New | 3,285 | $712K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -45.5% | 3,205 | $688K |
| Safeguard Investment Advisory Group, LLC | 0.21% | Reduce -5.8% | 3,184 | $683K |
| Montag A & Associates Inc. | 0.03% | No change | 3,161 | $678K |
| Qube Research & Technologies Ltd | 0.00% | Add +885.9% | 3,135 | $673K |
| James Investment Research, Inc. | 0.08% | Reduce -7.8% | 3,084 | $662K |
| National Wealth Management Group, LLC | 0.50% | Add +45.3% | 3,064 | $657K |
| Larson Financial Group LLC | 0.04% | Add +12052.0% | 3,038 | $652K |
| Maripau Wealth Management LLC | 0.44% | Reduce -20.7% | 3,018 | $647K |
| Ballast Advisors LLC | 0.20% | Add +2.6% | 2,969 | $637K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,957 | $634K |
| Iams Wealth Management, LLC | 0.34% | New | 2,925 | $627K |
| Regal Investment Advisors LLC | 0.04% | Reduce -2.0% | 2,897 | $621K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.5% | 2,870 | $616K |
| NewEdge Wealth, LLC | 0.01% | New | 2,862 | $614K |
| Ameritas Advisory Services, LLC | 0.02% | Add +4.7% | 2,826 | $606K |
| Norris Perne & French LLP | 0.04% | No change | 2,800 | $601K |
| Cibc World Market Inc. | 0.00% | No change | 2,798 | $600K |
| TruWealth Advisors, LLC | 0.04% | Add +6.9% | 2,794 | $599K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,778 | $596K |
| Keybank National Association | 0.00% | Reduce -3.6% | 2,763 | $593K |
| Total Clarity Wealth Management, Inc. | 0.21% | Reduce -2.3% | 2,760 | $592K |
| Redwood Financial Network Corp | 0.49% | Add +124.3% | 2,716 | $583K |
| N.E.W. Advisory Services LLC | 0.06% | Add +0.1% | 2,706 | $580K |
| Merkkuri Wealth Advisors LLC | 0.53% | — | 2,699 | $579K |
| SIMA Wealth Partners, LLC | 0.55% | — | 2,684 | $576K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.1% | 2,660 | $571K |
| HRT Financial LP | 0.00% | New | 2,643 | $566K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 2,638 | $566K |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.3% | 2,636 | $566K |
| Independent Financial Group, LLC | 0.02% | Add +79.9% | 2,572 | $552K |
| Key Client Fiduciary Advisors, LLC | 0.28% | Add +0.1% | 2,559 | $549K |
| Forte Capital LLC | 0.07% | Reduce -7.0% | 2,515 | $540K |
| Financial Advocates Investment Management | 0.03% | Reduce -71.0% | 2,502 | $537K |
| Pacific Financial Group Inc. | 0.38% | Add +0.1% | 2,478 | $532K |
| Cerity Partners LLC | 0.00% | Add +71.7% | 2,474 | $531K |
| Mission Wealth Management, LP | 0.01% | Reduce -9.3% | 2,469 | $530K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -20.3% | 2,466 | $529K |
| ArchPoint Investors | 0.20% | No change | 2,450 | $526K |
| McKinley Carter Wealth Services, Inc. | 0.03% | No change | 2,440 | $523K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 2,426 | $520K |
| LexAurum Advisors, LLC | 0.13% | Reduce -3.3% | 2,413 | $518K |
| Yoder Wealth Management, Inc. | 0.33% | No change | 2,411 | $517K |
| Beacon Financial Advisory LLC | 0.19% | Add +37.8% | 2,408 | $517K |
| Atwater Malick LLC | 0.18% | New | 2,403 | $515K |
| Regions Financial Corp. | 0.00% | No change | 2,398 | $514K |
| Gratus Capital, LLC | 0.02% | No change | 2,384 | $511K |
| Rodgers & Associates, LTD | 0.06% | No change | 2,330 | $500K |
| Oliver Lagore Vanvalin Investment Group | 0.14% | Add +0.3% | 2,289 | $491K |
| Townsquare Capital LLC | 0.01% | Reduce -8.9% | 2,283 | $490K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -5.3% | 2,279 | $489K |
| FSB Premier Wealth Management, Inc. | 0.22% | Reduce -0.6% | 2,256 | $484K |
| B.O.S.S. Retirement Advisors, LLC | 0.12% | New | 2,222 | $477K |
| Equitable Trust Co. | 0.03% | No change | 2,220 | $476K |
| Alpha Financial Partners LLC | 0.40% | Reduce -3.7% | 2,165 | $464K |
| Revolve Wealth Partners, LLC | 0.08% | No change | 2,126 | $456K |
| Heritage Trust Co | 0.06% | Reduce -11.7% | 2,126 | $456K |
| Hershey Financial Advisers, LLC | 0.41% | — | 2,125 | $456K |
| Retireful, LLC | 0.21% | Reduce -34.2% | 2,106 | $452K |
| Intrepid Capital Management Inc. | 0.28% | Reduce -1.3% | 2,084 | $447K |
| MidAtlantic Capital Management, Inc. | 0.37% | No change | 2,044 | $438K |
| Integrated Advisors Network LLC | 0.02% | Reduce -27.4% | 1,988 | $426K |
| Instrumental Wealth, LLC | 0.43% | Add +51.4% | 2,033 | $417K |
| FSA Advisors, Inc. | 0.43% | No change | 2,124 | $414K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 1,875 | $402K |
| HRC Wealth Management, LLC | 0.27% | Add +0.1% | 1,814 | $389K |
| Woodmont Investment Counsel LLC | 0.03% | New | 1,786 | $383K |
| Colonial Trust Co / SC | 0.07% | Reduce -35.8% | 1,761 | $378K |
| LifePlan Investment Advisors, Inc. | 0.27% | Add +0.2% | 1,746 | $375K |
| Concorde Asset Management, LLC | 0.23% | Add +21.2% | 1,742 | $374K |
| Principle Wealth Partners LLC | 0.03% | No change | 1,736 | $372K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -1.9% | 1,721 | $369K |
| Founders Financial Alliance, LLC | 0.11% | Reduce -0.3% | 1,718 | $369K |
| Balefire, LLC | 0.13% | Reduce -3.7% | 1,706 | $366K |
| Chemung Canal Trust Co. | 0.07% | No change | 1,699 | $364K |
| New Republic Capital, LLC | 0.18% | New | 1,691 | $363K |
| Fermata Advisors, LLC | 0.08% | Reduce -0.6% | 1,681 | $361K |
| Life Planning Partners, Inc | 0.33% | No change | 1,680 | $360K |
| TRUE Private Wealth Advisors | 0.04% | Add +0.1% | 1,670 | $358K |
| Members Wealth LLC | 0.24% | — | 1,452 | $358K |
| SMART Wealth LLC | 0.14% | Add +2.8% | 1,651 | $354K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 1,650 | $354K |
| Prospera Financial Services Inc | 0.01% | Reduce -82.1% | 1,636 | $351K |
| Rooted Wealth Advisors, Inc. | 0.15% | Reduce -11.3% | 1,639 | $351K |
| Verum Partners LLC | 0.11% | New | 1,630 | $350K |
| StoneX Group Inc. | 0.03% | Add +16.1% | 1,626 | $349K |
| Trivium Point Advisory, LLC | 0.05% | New | 1,596 | $342K |
| Creative Financial Designs Inc. | 0.03% | Reduce -9.3% | 1,563 | $335K |
| Secure Asset Management, LLC | 0.06% | New | 1,560 | $335K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.1% | 1,534 | $329K |
| NBT Bank, N.A. | 0.02% | Reduce -11.6% | 1,530 | $328K |
| Nicholas Wealth, LLC. | 0.23% | Add +8.8% | 1,515 | $325K |
| Fiduciary Family Office, LLC | 0.13% | New | 1,512 | $324K |
| Commerce Bank | 0.00% | New | 1,488 | $319K |
| Benjamin Edwards Inc. | 0.06% | Reduce -3.1% | 1,483 | $318K |
| Summit X, LLC | 0.07% | Add +4.9% | 1,446 | $311K |
| Whitegate Investment Counselors, Inc. | 0.09% | New | 1,443 | $310K |
| Lion Street Advisors, LLC | 0.11% | New | 1,442 | $309K |
| BCU Wealth Advisors, LLC | 0.23% | Add +0.1% | 1,433 | $307K |
| PFG Advisors | 0.02% | Reduce -19.4% | 1,433 | $307K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.3% | 1,416 | $307K |
| Meridian Management Co. | 0.08% | Add +0.1% | 1,421 | $305K |
| Sandy Cove Advisors, LLC | 0.14% | No change | 1,419 | $304K |
| Goldstein Advisors, LLC | 0.05% | New | 1,416 | $304K |
| Aft, Forsyth & Company, Inc. | 0.15% | No change | 1,411 | $303K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +11.8% | 1,411 | $303K |
| Novak & Powell Financial Services, Inc. | 0.19% | No change | 1,400 | $300K |
| Virtue Capital Management, LLC | 0.05% | New | 1,386 | $300K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | No change | 1,388 | $298K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,373 | $295K |
| Prosperity Wealth Management, Inc. | 0.14% | Add +7.8% | 1,365 | $293K |
| Moors & Cabot, Inc. | 0.02% | Add +12.8% | 1,348 | $289K |
| CMC Financial Group | 0.48% | New | 1,335 | $286K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -0.5% | 1,326 | $284K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.1% | 1,324 | $284K |
| Catalyst Financial Partners LLC | 0.06% | Reduce -1.1% | 1,282 | $275K |
| Bessemer Group Inc. | 0.00% | No change | 1,282 | $275K |
| Smartleaf Asset Management LLC | 0.04% | New | 1,255 | $271K |
| Coppell Advisory Solutions LLC | 0.04% | — | 1,251 | $268K |
| WMS Partners, LLC | 0.02% | No change | 1,241 | $266K |
| NWF Advisory Services Inc. | 0.04% | Reduce -0.1% | 1,223 | $262K |
| Operose Advisors LLC | 0.09% | No change | 1,218 | $261K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,200 | $257K |
| Sound Income Strategies, LLC | 0.02% | Reduce -17.0% | 1,177 | $253K |
| Calton & Associates, Inc. | 0.13% | Add +0.1% | 1,176 | $252K |
| Tyler-Stone Wealth Management | 0.10% | Reduce -1.0% | 1,176 | $252K |
| 1832 Asset Management L.P. | 0.00% | New | 1,150 | $247K |
| Mason & Associates Inc | 0.06% | No change | 1,127 | $242K |
| Savant Capital, LLC | 0.00% | New | 1,088 | $233K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -1.8% | 1,079 | $232K |
| NFSG Corp | 0.08% | No change | 1,058 | $227K |
| International Assets Investment Management, LLC | 0.02% | No change | 1,054 | $226K |
| Slagle Financial, LLC | 0.11% | Add +0.4% | 1,030 | $221K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -10.7% | 1,029 | $221K |
| Smith, Moore & Co. | 0.02% | New | 1,024 | $220K |
| Northwest Quadrant Wealth Management, LLC | 0.05% | New | 1,022 | $219K |
| Absolute Capital Management, LLC | 0.13% | New | 1,015 | $218K |
| Keebeck Wealth Management | 0.03% | New | 1,012 | $217K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,006 | $216K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.3% | 1,002 | $215K |
| Fort Point Capital Partners LLC | 0.03% | New | 999 | $214K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 995 | $213K |
| Fiduciary Alliance LLC | 0.03% | New | 966 | $211K |
| Financial Council, LLC | 0.12% | New | 984 | $211K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +0.2% | 970 | $208K |
| Capital Analysts, LLC | 0.01% | Add +0.1% | 957 | $205K |
| Rothschild Wealth LLC | 0.07% | New | 955 | $205K |
| Trademark Financial Management, LLC | 0.17% | New | 946 | $203K |
| SouthState Bank Corp | 0.01% | No change | 929 | $199K |
| Caitlin John, LLC | 0.14% | Reduce -41.4% | 895 | $192K |
| Citigroup Inc. | 0.00% | Add +502.1% | 849 | $182K |
| Blue Chip Partners, LLC | 0.02% | New | 801 | $172K |
| Rice Partnership, LLC | 0.04% | No change | 790 | $169K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 715 | $153K |
| Family Asset Management, LLC | 0.10% | New | 702 | $151K |
| Raleigh Capital Management Inc. | 0.06% | No change | 675 | $145K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +63.2% | 661 | $142K |
| Parkside Financial Bank & Trust | 0.02% | No change | 655 | $141K |
| Center for Financial Planning, Inc. | 0.02% | No change | 618 | $133K |
| Key Financial Inc | 0.03% | No change | 602 | $129K |
| Realta Investment Advisors | 0.03% | No change | 600 | $129K |
| Salem Investment Counselors Inc. | 0.00% | No change | 599 | $128K |
| Princeton Global Asset Management LLC | 0.03% | New | 570 | $122K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 554 | $119K |
| Asset Dedication, LLC | 0.01% | No change | 550 | $118K |
| Centaurus Financial, Inc. | 0.01% | Reduce -12.9% | 533 | $114K |
| FSC Wealth Advisors, LLC | 0.08% | No change | 525 | $113K |
| Gradient Investments LLC | 0.00% | No change | 489 | $105K |
| Belvedere Trading LLC | 0.01% | New | 444 | $95K |
| Fairway Wealth LLC | 0.05% | No change | 416 | $89K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -10.6% | 404 | $87K |
| Continuum Advisory, LLC | 0.01% | Add +93.7% | 397 | $85K |
| Richardson Financial Services Inc. | 0.06% | Reduce -4.5% | 384 | $82K |
| HM Payson & Co. | 0.00% | No change | 363 | $78K |
| Simplex Trading, LLC | 0.00% | New | 325 | $69K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 314 | $67K |
| Triad Wealth Partners, LLC | 0.04% | New | 311 | $67K |
| Parallel Advisors, LLC | 0.00% | New | 297 | $64K |
| West Paces Advisors Inc. | 0.02% | No change | 286 | $61K |
| Castleview Partners, LLC | 0.03% | Add +0.4% | 276 | $59K |
| Franklin Resources Inc. | 0.00% | New | 269 | $58K |
| Mattson Financial Services, LLC | 0.02% | — | 255 | $55K |
| Creekmur Asset Management LLC | 0.01% | Reduce -83.7% | 248 | $53K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -86.2% | 228 | $49K |
| Bokf, NA | 0.00% | New | 216 | $46K |
| West Branch Capital LLC | 0.02% | No change | 210 | $45K |
| City Holding Co. | 0.01% | No change | 205 | $44K |
| BNP Paribas Financial Markets | 0.00% | Add +1314.3% | 198 | $42K |
| Wetzel Investment Advisors, Inc. | 0.02% | Reduce -6.7% | 210 | $41K |
| Russell Investments Group, Ltd. | 0.00% | New | 184 | $39K |
| New Millennium Group LLC | 0.03% | New | 182 | $39K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 181 | $39K |
| Assetmark, Inc. | 0.00% | Add +84.7% | 181 | $39K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 175 | $38K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -53.6% | 156 | $33K |
| Private Ocean, LLC | 0.00% | No change | 135 | $29K |
| Private Wealth Management Group, LLC | 0.01% | New | 127 | $27K |
| Beacon Capital Management, LLC | 0.00% | No change | 125 | $27K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +339.3% | 123 | $26K |
| Robinswood Financial LLC | 0.01% | New | 118 | $25K |
| Ancora Advisors LLC | 0.00% | Reduce -45.9% | 118 | $25K |
| Lanark Financial, Inc. | 0.00% | No change | 115 | $24K |
| VitalStone Financial, LLC | 0.02% | Add +1077.8% | 106 | $23K |
| Financial Perspectives, Inc | 0.01% | No change | 103 | $22K |
| ORG Partners LLC | 0.00% | New | 100 | $22K |
| Tompkins Financial Corp. | 0.00% | No change | 100 | $21K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 100 | $21K |
| Lindbrook Capital, LLC | 0.00% | No change | 95 | $20K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 88 | $19K |
| Anchor Investment Management, LLC | 0.00% | No change | 85 | $18K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 83 | $18K |
| Birchbrook, Inc. | 0.01% | New | 82 | $18K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 77 | $17K |
| WR Wealth Planners, LLC | 0.00% | Add +2.9% | 71 | $15K |
| GHP Investment Advisors, Inc. | 0.00% | New | 68 | $15K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 60 | $13K |
| Horizon Financial Services, LLC | 0.01% | New | 59 | $13K |
| Sandy Spring Bank | 0.00% | Add +5700.0% | 58 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 45 | $9K |
| PSI Advisors, LLC | 0.00% | New | 43 | $9K |
| National Bank of Canada | 0.00% | No change | 40 | $9K |
| West Financial Advisors, LLC | 0.00% | New | 36 | $8K |
| Dunhill Financial, LLC | 0.00% | No change | 36 | $8K |
| Olistico Wealth, LLC | 0.00% | New | 31 | $7K |
| Horizon Investments, LLC | 0.00% | No change | 25 | $5K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 22 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 20 | $4K |
| Byrne Asset Management LLC | 0.00% | No change | 20 | $4K |
| Camelot Portfolios, LLC | 0.00% | New | 17 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 13 | $3K |
| Great Lakes Retirement, Inc. | 0.00% | New | 8 | $2K |
| LGT Financial Advisors LLC | 0.00% | No change | 6 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | New | 5 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $859 |
"% 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.