iShares Russell Top 200 GrowIWYETF
13F holders, Q4 2024 (December 31)589holders +82
75new positions
28sold out
4famous investors
$214.64avg. 13F price*
At the end of Q4 2024, 589 institutions reported holding iShares Russell Top 200 Grow (IWY) in their 13F filings, up 82 from Q3 2024. 75 opened new positions and 28 sold out. The largest holders were Tiaa Trust, National Association ($1.5B), Envestnet Portfolio Solutions, Inc. ($1.3B) and Envestnet Asset Management Inc. ($657.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $276.8M |
| Exits | 28 | $21.7M |
All 13F filers, Q3 2024 → Q4 2024: 7,745,071 shares bought and 1,083,195 shares sold, net +6,661,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 589 holders
| Tiaa Trust, National Association | 4.46% | Reduce -4.7% | 6,245,400 | $1.5B |
| Envestnet Portfolio Solutions, Inc. | 4.13% | Add +2.3% | 5,365,087 | $1.3B |
| Envestnet Asset Management Inc. | 0.21% | Add +525.5% | 2,794,522 | $657.5M |
| Ameriprise Financial Inc. | 0.14% | Add +15.0% | 2,365,017 | $556.2M |
| LPL Financial LLC | 0.21% | Add +17.5% | 2,212,667 | $520.6M |
| Commonwealth Equity Services, LLC | 0.58% | Add +2.8% | 1,679,168 | $395.1M |
| Bank of America Corp. | 0.03% | Reduce -0.7% | 1,509,168 | $355.1M |
| Mariner, LLC | 0.59% | Add +10.5% | 1,497,299 | $352.3M |
| Morgan Stanley | 0.02% | Add +3.2% | 1,433,550 | $337.3M |
| Clark Capital Management Group, Inc. | 1.34% | New | 816,710 | $192.1M |
| First Citizens Bank & Trust Co. | 3.44% | Add +0.8% | 5,046,206 | $187.2M |
| Truist Financial Corp. | 0.25% | Reduce -2.9% | 664,322 | $156.3M |
| AE Wealth Management LLC | 1.30% | Reduce -0.6% | 650,022 | $152.9M |
| MML Investors Services, LLC | 0.48% | Add +4.9% | 588,510 | $138.5M |
| Atlantic Union Bankshares Corp | 6.89% | Add +1.5% | 503,540 | $118.5M |
| Lido Advisors, LLC | 0.74% | Add +49307.9% | 500,502 | $117.8M |
| Wells Fargo & Company | 0.03% | Add +36.3% | 464,517 | $109.3M |
| SVB Wealth LLC | 2.02% | Add +243.1% | 459,585 | $108.1M |
| Raymond James Financial Inc. | 0.04% | — | 451,298 | $106.2M |
| Wilmington Savings Fund Society, FSB | 1.81% | Reduce -0.3% | 427,624 | $100.6M |
| UBS Group AG | 0.02% | Add +6.1% | 402,521 | $94.7M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Reduce -11.9% | 402,074 | $94.6M |
| Osaic Holdings, Inc. | 0.21% | Add +55.5% | 419,299 | $92.1M |
| Orion Porfolio Solutions, LLC | 0.80% | Add +1532.5% | 339,988 | $80.0M |
| Orion Portfolio Solutions, LLC | 0.80% | Add +1532.5% | 339,988 | $80.0M |
| First Citizens Asset Management, Inc. | 26.41% | Add +0.4% | 306,807 | $72.2M |
| SOA Wealth Advisors, LLC. | 12.88% | Add +0.3% | 297,290 | $69.9M |
| Two Sigma Investments, LP | 0.17% | Add +24.9% | 296,900 | $69.9M |
| Cetera Investment Advisers | 0.14% | Add +70.6% | 290,877 | $68.4M |
| Portfolio Strategies, Inc. | 9.08% | Reduce -2.6% | 271,992 | $64.0M |
| Victory Financial Group, LLC | 16.33% | — | 264,123 | $62.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.15% | Reduce -5.6% | 251,227 | $59.1M |
| Bryn Mawr Trust Advisors, LLC | 3.11% | Add +5.6% | 245,447 | $57.7M |
| Royal Bank of Canada | 0.01% | Add +3.8% | 243,475 | $57.3M |
| Avantax Advisory Services, Inc. | 0.35% | Add +0.5% | 238,544 | $56.1M |
| One Capital Management, LLC | 1.84% | Reduce -1.1% | 235,714 | $55.5M |
| Intelligence Driven Advisers, LLC | 10.08% | Reduce -30.5% | 227,736 | $53.6M |
| Hantz Financial Services, Inc. | 0.85% | Add +31.2% | 208,446 | $49.0M |
| Wharton Business Group, LLC | 2.07% | Reduce -4.2% | 194,669 | $45.8M |
| NewEdge Advisors, LLC | 0.27% | Add +4.8% | 189,905 | $44.7M |
| HighTower Advisors, LLC | 0.06% | Add +8.1% | 178,544 | $42.0M |
| Principal Securities, Inc. | 0.86% | Add +1478.7% | 162,735 | $38.3M |
| Bank of Montreal | 0.02% | Reduce -3.1% | 154,162 | $36.3M |
| Equitable Holdings, Inc. | 0.34% | Reduce -14.4% | 153,991 | $36.2M |
| Kestra Private Wealth Services, LLC | 0.61% | Add +2.4% | 152,435 | $35.9M |
| Thrivent Financial for Lutherans | 0.07% | Add +2.8% | 153,306 | $35.7M |
| Sterling Capital Management LLC | 0.43% | Reduce -0.4% | 134,065 | $31.5M |
| ProVise Management Group, LLC | 2.55% | Add +0.7% | 126,676 | $29.8M |
| Compton Wealth Advisory Group, LLC | 7.56% | Reduce -7.5% | 124,542 | $29.3M |
| Aspire Capital Advisors LLC | 8.34% | Add +3.6% | 123,950 | $29.2M |
| Global Retirement Partners, LLC | 0.82% | Add +16.0% | 121,204 | $28.5M |
| Williams Financial, LLC | 16.59% | Reduce -0.8% | 113,271 | $26.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +7.2% | 112,230 | $26.4M |
| Waverly Advisors, LLC | 0.41% | Add +2193.6% | 111,972 | $26.3M |
| Wealthcare Advisory Partners LLC | 0.70% | Reduce -1.0% | 107,818 | $25.4M |
| Valmark Advisers, Inc. | 0.38% | Add +11.2% | 103,499 | $24.4M |
| M&T Bank Corp | 0.08% | Add +4.9% | 103,344 | $24.3M |
| Bush Investment Group, LLC | 18.77% | Reduce -1.4% | 102,206 | $24.0M |
| Integrated Capital Management, LLC | 12.49% | Add +4.3% | 99,808 | $23.5M |
| Moneco Advisors, LLC | 2.41% | Add +29.7% | 97,283 | $22.9M |
| Kingdom Financial Group LLC. | 14.86% | Reduce -7.0% | 92,399 | $21.7M |
| Howard Bailey Securities, LLC | 7.99% | Add +1.3% | 91,481 | $21.5M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -55.2% | 91,322 | $21.5M |
| DAVENPORT & Co LLC | 0.13% | Add +8.6% | 91,158 | $21.4M |
| GeoWealth Management, LLC | 0.66% | Add +141.2% | 86,288 | $20.3M |
| Merit Financial Group, LLC | 0.34% | Add +2301.4% | 79,750 | $18.8M |
| Hidden Cove Wealth Management, LLC | 15.07% | — | 78,937 | $18.6M |
| Fischer Financial Services, Inc. | 5.68% | — | 76,610 | $18.0M |
| Horst & Graben Wealth Management LLC | 3.20% | Reduce -4.9% | 76,453 | $18.0M |
| Brookstone Capital Management | 0.26% | Add +6.4% | 75,154 | $17.7M |
| Perennial Investment Advisors, LLC | 1.91% | Add +55.9% | 68,712 | $16.2M |
| Investors Research Corp | 3.52% | Add +4.2% | 68,055 | $16.0M |
| WJ Wealth Management, LLC | 5.51% | Reduce -0.7% | 68,025 | $16.0M |
| Forum Private Client Group LLC | 7.04% | Reduce -2.4% | 67,219 | $15.8M |
| Stonebridge Financial Planning Group, LLC | 6.98% | Reduce -1.4% | 66,389 | $15.6M |
| Richard P Slaughter Associates Inc | 3.35% | New | 63,558 | $15.0M |
| Atria Wealth Solutions, Inc. | 0.16% | Add +103.6% | 63,046 | $14.8M |
| Benchmark Financial Wealth Advisors, LLC | 4.55% | Add +10.9% | 60,359 | $14.2M |
| Family Capital Management, Inc. | 8.50% | Reduce -0.6% | 59,860 | $14.1M |
| Anderson Financial Strategies, LLC | 8.39% | — | 59,170 | $13.9M |
| McAdam, LLC | 0.76% | Reduce -4.4% | 58,925 | $13.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.2% | 57,996 | $13.6M |
| Titleist Asset Management, LLC | 1.55% | Reduce -10.8% | 57,219 | $13.5M |
| Cosner Financial Group, LLC | 8.26% | Reduce -1.4% | 55,292 | $13.0M |
| Jones Financial Companies LLLP | 0.01% | Add +82.8% | 53,020 | $12.5M |
| Geneos Wealth Management Inc. | 0.43% | Add +14.7% | 52,360 | $12.3M |
| Auxano Advisors, LLC | 3.09% | Add +30.1% | 52,120 | $12.3M |
| Certified Advisory Corp | 1.33% | Add +2.7% | 52,007 | $12.2M |
| Thoroughbred Financial Services, LLC | 0.74% | Add +5.1% | 51,678 | $12.2M |
| Win Advisors, Inc. | 5.85% | Add +165.3% | 51,376 | $12.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.63% | Add +5.3% | 51,350 | $12.1M |
| Kovack Advisors, Inc. | 1.18% | Reduce -6.4% | 50,935 | $12.0M |
| JPMorgan Chase & Co. | 0.00% | Add +10.3% | 49,003 | $11.5M |
| Apexium Financial, LP | 0.70% | Add +4.7% | 48,945 | $11.5M |
| JSF Financial, LLC | 3.05% | Reduce -0.6% | 48,532 | $11.4M |
| Bluesphere Advisors LLC | 5.59% | Reduce -5.1% | 48,522 | $11.4M |
| Private Advisor Group, LLC | 0.06% | Add +24.8% | 48,297 | $11.4M |
| Asset Allocation Strategies LLC | 2.59% | Add +1.3% | 45,004 | $10.7M |
| B.O.S.S. Retirement Advisors, LLC | 2.95% | Add +803.6% | 44,844 | $10.6M |
| Axxcess Wealth Management, LLC | 0.25% | Add +29.4% | 43,756 | $10.3M |
"% 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.