iShares Russell Top 200 GrowIWYETF
13F holders, Q3 2024 (September 30)507holders +3
52new positions
47sold out
4famous investors
$196.43avg. 13F price*
At the end of Q3 2024, 507 institutions reported holding iShares Russell Top 200 Grow (IWY) in their 13F filings, up 3 from Q2 2024. 52 opened new positions and 47 sold out. The largest holders were Tiaa Trust, National Association ($1.4B), Envestnet Portfolio Solutions, Inc. ($1.2B) and Ameriprise Financial Inc. ($452.5M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Russell Top 200 Grow
- CUSIP
- 464289438
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $69.3M |
| Exits | 47 | $250.3M |
All 13F filers, Q2 2024 → Q3 2024: 2,053,731 shares bought and 6,375,288 shares sold, net −4,321,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 507 holders
| Tiaa Trust, National Association | 4.30% | Add +4.4% | 6,553,091 | $1.4B |
| Envestnet Portfolio Solutions, Inc. | 3.75% | Reduce -6.1% | 5,243,988 | $1.2B |
| Ameriprise Financial Inc. | 0.12% | Add +4.8% | 2,056,849 | $452.5M |
| LPL Financial LLC | 0.18% | Add +0.9% | 1,883,035 | $414.4M |
| Commonwealth Equity Services, LLC | 0.54% | Reduce -4.2% | 1,633,062 | $359.4M |
| Bank of America Corp. | 0.03% | Add +0.2% | 1,519,807 | $334.4M |
| Morgan Stanley | 0.02% | Add +1.7% | 1,388,494 | $305.5M |
| Mariner, LLC | 0.53% | Add +25.9% | 1,354,619 | $298.1M |
| Truist Financial Corp. | 0.24% | Reduce -9.1% | 684,425 | $150.6M |
| AE Wealth Management LLC | 1.31% | Reduce -1.1% | 654,101 | $143.9M |
| MML Investors Services, LLC | 0.45% | Reduce -14.2% | 560,850 | $123.4M |
| Atlantic Union Bankshares Corp | 6.34% | Add +44.0% | 496,078 | $109.2M |
| First Citizens Bank & Trust Co. | 2.24% | Reduce -4.8% | 5,006,890 | $101.8M |
| Cambridge Investment Research Advisors, Inc. | 0.34% | Add +5.4% | 456,345 | $100.4M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -84.3% | 446,747 | $98.3M |
| Pegasus Partners Ltd. | 8.98% | Add +9.6% | 435,847 | $95.9M |
| Wilmington Savings Fund Society, FSB | 1.69% | Reduce -4.1% | 428,764 | $94.3M |
| UBS Group AG | 0.02% | Add +8.2% | 379,387 | $83.5M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Add +1.9% | 378,754 | $83.3M |
| Wells Fargo & Company | 0.02% | Add +3.3% | 340,859 | $75.0M |
| Intelligence Driven Advisers, LLC | 10.31% | Reduce -3.6% | 327,830 | $72.1M |
| First Citizens Asset Management, Inc. | 23.89% | Reduce -0.2% | 305,486 | $67.2M |
| SOA Wealth Advisors, LLC. | 12.44% | Add +0.1% | 296,465 | $65.2M |
| Portfolio Strategies, Inc. | 8.29% | Add +3.1% | 279,293 | $61.4M |
| Osaic Holdings, Inc. | 0.13% | Reduce -36.5% | 269,696 | $59.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.35% | Reduce -1.7% | 266,109 | $58.6M |
| One Capital Management, LLC | 1.67% | Add +2.6% | 238,315 | $52.4M |
| Two Sigma Investments, LP | 0.12% | Add +532.2% | 237,700 | $52.3M |
| Avantax Advisory Services, Inc. | 0.34% | Reduce -8.5% | 237,365 | $52.2M |
| Royal Bank of Canada | 0.01% | Reduce -3.1% | 234,524 | $51.6M |
| Bryn Mawr Trust Advisors, LLC | 2.76% | Reduce -12.1% | 232,371 | $51.1M |
| Kestra Advisory Services, LLC | 0.25% | Add +0.3% | 203,733 | $44.8M |
| Wharton Business Group, LLC | 2.01% | Add +1.8% | 203,216 | $44.7M |
| NewEdge Advisors, LLC | 0.26% | Add +18.2% | 181,230 | $39.9M |
| Equitable Holdings, Inc. | 0.38% | Add +10.7% | 179,883 | $39.6M |
| Cetera Investment Advisers | 0.08% | Reduce -36.2% | 170,495 | $37.5M |
| HighTower Advisors, LLC | 0.05% | Reduce -7.5% | 165,111 | $36.3M |
| Hantz Financial Services, Inc. | 0.62% | Add +11.8% | 158,850 | $35.0M |
| Bank of Montreal | 0.02% | Reduce -25.9% | 159,054 | $34.8M |
| Thrivent Financial for Lutherans | 0.06% | Add +30.4% | 149,106 | $32.8M |
| Kestra Private Wealth Services, LLC | 0.60% | Reduce -0.2% | 148,883 | $32.8M |
| Compton Wealth Advisory Group, LLC | 7.48% | Reduce -4.1% | 134,625 | $29.6M |
| Sterling Capital Management LLC | 0.38% | — | 134,561 | $29.6M |
| SVB Wealth LLC | 25.08% | Reduce -60.0% | 133,962 | $29.5M |
| ProVise Management Group, LLC | 2.19% | Add +4.4% | 125,802 | $27.7M |
| Aspire Capital Advisors LLC | 7.85% | Add +4.0% | 119,650 | $26.3M |
| Williams Financial, LLC | 15.71% | Add +0.9% | 114,198 | $25.1M |
| Wealthcare Advisory Partners LLC | 0.68% | Reduce -5.7% | 108,902 | $24.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -3.9% | 104,714 | $23.0M |
| Global Retirement Partners, LLC | 0.69% | Reduce -6.4% | 104,488 | $23.0M |
| 9258 Wealth Management, LLC | 3.38% | Reduce -1.8% | 103,916 | $22.9M |
| Bush Investment Group, LLC | 18.23% | Reduce -0.3% | 103,618 | $22.8M |
| M&T Bank Corp | 0.07% | Reduce -0.3% | 98,488 | $21.7M |
| Integrated Capital Management, LLC | 11.16% | — | 95,709 | $21.1M |
| Valmark Advisers, Inc. | 0.32% | Reduce -0.8% | 93,108 | $20.5M |
| Howard Bailey Securities, LLC | 7.53% | — | 90,280 | $19.9M |
| Zimmermann Investment Management & Planning LLC | 5.71% | Add +14.2% | 84,505 | $18.6M |
| DAVENPORT & Co LLC | 0.11% | Add +5.5% | 83,940 | $18.5M |
| Horst & Graben Wealth Management LLC | 3.18% | Reduce -10.8% | 80,415 | $17.7M |
| Moneco Advisors, LLC | 2.05% | Add +60.0% | 75,004 | $16.5M |
| Brookstone Capital Management | 0.23% | Add +7.7% | 70,655 | $15.5M |
| Forum Private Client Group LLC | 6.73% | Reduce -1.2% | 68,899 | $15.2M |
| WJ Wealth Management, LLC | 5.31% | Add +0.6% | 68,500 | $15.1M |
| Stonebridge Financial Planning Group, LLC | 7.06% | Reduce -0.6% | 67,323 | $14.8M |
| Investors Research Corp | 3.14% | Add +6.2% | 65,293 | $14.4M |
| Titleist Asset Management, LLC | 2.04% | Add +3.2% | 64,170 | $14.1M |
| McAdam, LLC | 0.76% | Add +2.4% | 61,620 | $13.6M |
| Family Capital Management, Inc. | 8.54% | Add +0.7% | 60,220 | $13.3M |
| Simplicity Wealth,LLC | 1.22% | Add +1.1% | 59,613 | $13.1M |
| Voya Investment Management LLC | 0.02% | Reduce -30.3% | 58,567 | $12.9M |
| Raymond James & Associates | 0.01% | Add +32.4% | 58,338 | $12.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.1% | 56,186 | $12.4M |
| Cosner Financial Group, LLC | 7.96% | Reduce -0.3% | 56,104 | $12.3M |
| Benchmark Financial Wealth Advisors, LLC | 3.99% | Add +7.6% | 54,446 | $12.0M |
| Kovack Advisors, Inc. | 1.27% | Reduce -5.7% | 54,439 | $12.0M |
| Bluesphere Advisors LLC | 5.56% | New | 51,119 | $11.2M |
| Aspire Wealth Management Corp | 6.01% | Add +1.3% | 50,736 | $11.2M |
| Certified Advisory Corp | 1.24% | Add +7.0% | 50,658 | $11.1M |
| Elevation Capital Advisory, LLC | 4.88% | Reduce -9.5% | 50,252 | $11.1M |
| BNP Paribas Financial Markets | 0.01% | Add +25165.7% | 50,026 | $11.0M |
| Thoroughbred Financial Services, LLC | 0.70% | Add +7.3% | 49,178 | $10.8M |
| JSF Financial, LLC | 3.14% | Reduce -1.2% | 48,825 | $10.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.58% | Add +3.3% | 48,744 | $10.7M |
| Apexium Financial, LP | 0.68% | Add +6.0% | 46,761 | $10.3M |
| Geneos Wealth Management Inc. | 0.38% | Reduce -18.2% | 45,651 | $10.0M |
| Asset Allocation Strategies LLC | 2.78% | Reduce -5.3% | 44,418 | $9.8M |
| JPMorgan Chase & Co. | 0.00% | Add +38.6% | 44,410 | $9.8M |
| Perennial Investment Advisors, LLC | 1.26% | Add +664.8% | 44,080 | $9.7M |
| Crumly & Associates Inc. | 2.55% | Reduce -2.5% | 41,874 | $9.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +228.7% | 41,766 | $9.2M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -11.5% | 40,289 | $8.9M |
| Auxano Advisors, LLC | 2.28% | Add +27.8% | 40,070 | $8.8M |
| Kingdom Financial Group LLC. | 6.49% | Reduce -4.3% | 99,399 | $8.7M |
| Private Advisor Group, LLC | 0.05% | Reduce -10.9% | 38,690 | $8.5M |
| Jackson Wealth Management, LLC | 0.99% | Add +69.7% | 37,542 | $8.3M |
| GeoWealth Management, LLC | 0.28% | Add +55.8% | 35,779 | $7.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.4% | 35,315 | $7.8M |
| Journey Strategic Wealth LLC | 0.28% | Reduce -1.5% | 34,888 | $7.7M |
| Prime Capital Investment Advisors, LLC | 0.11% | Reduce -2.0% | 34,718 | $7.6M |
| Capital Asset Advisory Services LLC | 0.37% | New | 33,948 | $7.5M |
"% 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.