iShares Russell Top 200 GrowIWYETF
13F holders, Q1 2025 (March 31)557holders −32
49new positions
76sold out
4famous investors
$188.32avg. 13F price*
At the end of Q1 2025, 557 institutions reported holding iShares Russell Top 200 Grow (IWY) in their 13F filings, down 32 from Q4 2024. 49 opened new positions and 76 sold out. The largest holders were Tiaa Trust, National Association ($1.3B), Envestnet Portfolio Solutions, Inc. ($1.1B) and Ameriprise Financial Inc. ($509.4M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $49.9M |
| Exits | 76 | $381.2M |
All 13F filers, Q4 2024 → Q1 2025: 2,257,285 shares bought and 8,036,324 shares sold, net −5,779,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 557 holders
| Tiaa Trust, National Association | 3.97% | Reduce -3.5% | 6,030,046 | $1.3B |
| Envestnet Portfolio Solutions, Inc. | 4.14% | Reduce -4.5% | 5,124,012 | $1.1B |
| Ameriprise Financial Inc. | 0.14% | Add +2.1% | 2,415,448 | $509.4M |
| Bank of America Corp. | 0.04% | Add +45.0% | 2,189,099 | $461.8M |
| LPL Financial LLC | 0.18% | Reduce -1.4% | 2,182,703 | $460.4M |
| Mariner, LLC | 0.56% | Add +6.0% | 1,587,297 | $334.8M |
| Morgan Stanley | 0.02% | Reduce -14.8% | 1,222,042 | $257.8M |
| Commonwealth Equity Services, LLC | 0.29% | Reduce -41.3% | 985,725 | $207.9M |
| Truist Financial Corp. | 0.22% | Reduce -1.6% | 653,774 | $137.9M |
| AE Wealth Management LLC | 1.06% | Reduce -7.8% | 599,558 | $126.5M |
| Lido Advisors, LLC | 0.63% | Add +0.1% | 501,013 | $105.7M |
| Atlantic Union Bankshares Corp | 6.35% | Reduce -1.2% | 497,504 | $104.9M |
| MML Investors Services, LLC | 0.34% | Reduce -18.3% | 480,599 | $101.4M |
| Raymond James Financial Inc. | 0.04% | Add +6.0% | 478,328 | $100.9M |
| UBS Group AG | 0.02% | Add +14.1% | 459,410 | $96.9M |
| Two Sigma Investments, LP | 0.20% | Add +41.4% | 419,700 | $88.5M |
| Victory Financial Group, LLC | 16.78% | Add +57.4% | 415,819 | $87.4M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -85.3% | 411,682 | $86.8M |
| Wilmington Savings Fund Society, FSB | 1.61% | Reduce -4.8% | 407,244 | $85.9M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Reduce -1.3% | 396,790 | $83.7M |
| Wells Fargo & Company | 0.02% | Reduce -22.2% | 361,190 | $76.2M |
| Osaic Holdings, Inc. | 0.16% | Reduce -20.3% | 334,273 | $70.6M |
| First Citizens Asset Management, Inc. | 24.43% | Reduce -3.0% | 297,760 | $62.8M |
| Portfolio Strategies, Inc. | 8.84% | Reduce -0.5% | 270,709 | $57.1M |
| Royal Bank of Canada | 0.01% | Add +4.9% | 255,415 | $53.9M |
| SOA Wealth Advisors, LLC. | 10.36% | Reduce -20.9% | 235,202 | $49.6M |
| Avantax Advisory Services, Inc. | 0.30% | Reduce -3.2% | 230,984 | $48.7M |
| One Capital Management, LLC | 1.61% | Reduce -4.0% | 226,215 | $47.7M |
| Intelligence Driven Advisers, LLC | 9.17% | Reduce -0.9% | 225,629 | $47.6M |
| Bryn Mawr Trust Advisors, LLC | 2.75% | Reduce -11.5% | 217,277 | $45.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.81% | Reduce -18.5% | 204,727 | $43.2M |
| Wharton Business Group, LLC | 1.87% | Add +0.6% | 195,904 | $41.3M |
| Richard P Slaughter Associates Inc | 9.64% | Add +207.7% | 195,535 | $41.2M |
| Principal Securities, Inc. | 0.86% | No change | 162,735 | $38.3M |
| Thrivent Financial for Lutherans | 0.08% | Add +3.2% | 158,168 | $35.8M |
| Cetera Investment Advisers | 0.07% | Reduce -42.2% | 168,212 | $35.5M |
| First Citizens Bank & Trust Co. | 0.90% | Reduce -2.7% | 4,908,369 | $35.4M |
| NewEdge Advisors, LLC | 0.20% | Reduce -17.6% | 156,531 | $33.0M |
| Kestra Private Wealth Services, LLC | 0.55% | Add +1.6% | 154,832 | $32.7M |
| DAVENPORT & Co LLC | 0.18% | Add +59.5% | 145,439 | $30.7M |
| HighTower Advisors, LLC | 0.04% | Reduce -23.5% | 136,644 | $28.8M |
| Hantz Financial Services, Inc. | 0.50% | Reduce -35.5% | 134,367 | $28.3M |
| ProVise Management Group, LLC | 2.35% | Add +3.6% | 131,277 | $27.7M |
| Sterling Capital Management LLC | 0.43% | Reduce -2.7% | 130,423 | $27.5M |
| Compton Wealth Advisory Group, LLC | 7.20% | Reduce -1.2% | 123,004 | $25.9M |
| Moneco Advisors, LLC | 2.51% | Add +18.1% | 114,869 | $24.2M |
| Aspire Capital Advisors LLC | 7.08% | Reduce -9.3% | 112,425 | $23.7M |
| Waverly Advisors, LLC | 0.29% | Add +0.3% | 112,252 | $23.7M |
| M&T Bank Corp | 0.08% | Add +0.1% | 103,440 | $21.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -8.2% | 103,030 | $21.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +77.5% | 102,914 | $21.7M |
| Bush Investment Group, LLC | 16.33% | Add +0.5% | 102,748 | $21.7M |
| Valmark Advisers, Inc. | 0.32% | Reduce -1.5% | 101,901 | $21.5M |
| Integrated Capital Management, LLC | 11.73% | Add +1.2% | 101,012 | $21.3M |
| Perennial Investment Advisors, LLC | 2.36% | Add +44.3% | 99,166 | $20.9M |
| Howard Bailey Securities, LLC | 6.86% | Add +6.7% | 97,612 | $20.6M |
| Merit Financial Group, LLC | 0.28% | Add +12.3% | 89,526 | $18.9M |
| Kingdom Financial Group LLC. | 13.43% | Reduce -6.0% | 86,862 | $18.3M |
| Brookstone Capital Management | 0.25% | Add +9.0% | 81,927 | $17.3M |
| Fischer Financial Services, Inc. | 5.44% | Add +4.4% | 80,004 | $16.9M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -13.1% | 79,398 | $16.7M |
| Hidden Cove Wealth Management, LLC | 12.73% | Reduce -3.3% | 76,308 | $16.1M |
| JPMorgan Chase & Co. | 0.00% | Add +54.4% | 75,675 | $16.0M |
| Jones Financial Companies LLLP | 0.01% | Add +40.9% | 74,690 | $15.7M |
| LifeWealth Investments, LLC | 7.42% | Add +74.9% | 73,183 | $15.4M |
| Investors Research Corp | 3.32% | Add +6.6% | 72,567 | $15.3M |
| JSF Financial, LLC | 3.83% | Add +41.9% | 68,875 | $14.5M |
| Forum Private Client Group LLC | 6.28% | Add +2.0% | 68,547 | $14.5M |
| Anderson Financial Strategies, LLC | 8.72% | Add +14.2% | 67,577 | $14.3M |
| Horst & Graben Wealth Management LLC | 2.55% | Reduce -11.7% | 67,478 | $14.2M |
| Titleist Asset Management, LLC | 1.62% | Add +15.5% | 66,112 | $13.9M |
| Stonebridge Financial Planning Group, LLC | 6.14% | Reduce -4.0% | 63,740 | $13.4M |
| Family Capital Management, Inc. | 7.96% | Add +2.2% | 61,184 | $12.9M |
| McAdam, LLC | 0.78% | Add +1.4% | 59,723 | $12.6M |
| VestGen Advisors, LLC | 0.56% | — | 58,786 | $12.4M |
| Simplicity Wealth,LLC | 0.94% | Add +2559.3% | 57,334 | $12.1M |
| Equitable Holdings, Inc. | 0.11% | Reduce -63.1% | 56,785 | $12.0M |
| Cosner Financial Group, LLC | 7.20% | Add +1.0% | 55,841 | $11.8M |
| Auxano Advisors, LLC | 3.09% | Add +6.2% | 55,360 | $11.7M |
| Thoroughbred Financial Services, LLC | 0.71% | Add +5.0% | 54,250 | $11.4M |
| Certified Advisory Corp | 1.29% | Add +4.0% | 54,099 | $11.4M |
| Baltimore-Washington Financial Advisors, Inc. | 0.60% | Add +3.3% | 53,027 | $11.2M |
| Family Manage LLC | 1.85% | Add +90.4% | 52,976 | $11.2M |
| Williams Financial, LLC | 7.67% | Reduce -54.0% | 52,043 | $11.0M |
| Kovack Advisors, Inc. | 1.14% | Add +0.2% | 51,027 | $10.8M |
| CW Advisors, LLC | 0.13% | New | 49,601 | $10.5M |
| Prime Capital Investment Advisors, LLC | 0.12% | Add +28.3% | 49,329 | $10.4M |
| Prosperity Consulting Group, LLC | 0.80% | Add +21.3% | 48,836 | $10.3M |
| Apexium Financial, LP | 0.61% | Reduce -1.1% | 48,393 | $10.2M |
| Bluesphere Advisors LLC | 5.77% | Reduce -1.4% | 47,820 | $10.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +12.6% | 47,357 | $10.0M |
| Benchmark Financial Wealth Advisors, LLC | 3.67% | Reduce -23.7% | 46,048 | $9.7M |
| Asset Allocation Strategies LLC | 2.33% | Reduce -1.2% | 44,450 | $9.4M |
| Private Advisor Group, LLC | 0.06% | Reduce -8.2% | 44,357 | $9.4M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +7.6% | 43,456 | $9.2M |
| Geneos Wealth Management Inc. | 0.30% | Reduce -18.5% | 42,674 | $9.0M |
| Crumly & Associates Inc. | 2.42% | Reduce -0.4% | 41,580 | $8.8M |
| B.O.S.S. Retirement Advisors, LLC | 2.52% | Reduce -8.2% | 41,158 | $8.7M |
| Ethos Financial Group, LLC | 0.77% | No change | 33,838 | $8.0M |
| Fifth Third Securities, Inc. | 0.67% | Add +11.3% | 37,545 | $7.9M |
"% 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.