iShares Russell Top 200 GrowIWYETF
13F holders, Q2 2025 (June 30)573holders +16
67new positions
52sold out
4famous investors
$224.31avg. 13F price*
At the end of Q2 2025, 573 institutions reported holding iShares Russell Top 200 Grow (IWY) in their 13F filings, up 16 from Q1 2025. 67 opened new positions and 52 sold out. The largest holders were Tiaa Trust, National Association ($1.5B), Envestnet Portfolio Solutions, Inc. ($1.2B) and Ameriprise Financial Inc. ($594.6M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $365.6M |
| Exits | 52 | $79.7M |
All 13F filers, Q1 2025 → Q2 2025: 2,954,508 shares bought and 1,953,583 shares sold, net +1,000,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 573 holders
| Tiaa Trust, National Association | 3.92% | Add +1.2% | 6,102,300 | $1.5B |
| Envestnet Portfolio Solutions, Inc. | 4.56% | Reduce -1.9% | 5,027,841 | $1.2B |
| Ameriprise Financial Inc. | 0.15% | Reduce -0.3% | 2,408,984 | $594.6M |
| Bank of America Corp. | 0.04% | Add +0.9% | 2,209,077 | $544.6M |
| LPL Financial LLC | 0.18% | Add +0.6% | 2,196,699 | $541.5M |
| Mariner, LLC | 0.53% | Reduce -5.7% | 1,496,630 | $368.9M |
| Morgan Stanley | 0.02% | Add +5.3% | 1,286,847 | $317.2M |
| Commonwealth Equity Services, LLC | 0.31% | Reduce -4.9% | 937,852 | $231.2M |
| First Citizens Bank & Trust Co. | 3.40% | Reduce -1.8% | 4,817,814 | $187.6M |
| Wells Fargo & Company | 0.04% | Add +88.0% | 679,015 | $167.4M |
| AE Wealth Management LLC | 1.13% | Add +4.7% | 627,860 | $154.8M |
| Boulay Financial Advisors, LLC | 21.80% | New | 586,277 | $144.5M |
| Truist Financial Corp. | 0.21% | Reduce -10.8% | 582,864 | $143.7M |
| MML Investors Services, LLC | 0.36% | Add +5.2% | 505,791 | $124.7M |
| UBS Group AG | 0.03% | Add +7.0% | 491,459 | $121.1M |
| Atlantic Union Bankshares Corp | 2.67% | Reduce -4.7% | 474,099 | $116.9M |
| Raymond James Financial Inc. | 0.04% | Reduce -0.9% | 473,945 | $116.8M |
| Lido Advisors, LLC | 0.62% | Reduce -5.8% | 471,888 | $116.3M |
| Victory Financial Group, LLC | 17.50% | Add +7.6% | 447,463 | $110.3M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -2.7% | 400,610 | $98.8M |
| Wilmington Savings Fund Society, FSB | 1.66% | Reduce -7.0% | 378,684 | $93.3M |
| Osaic Holdings, Inc. | 0.17% | Add +12.5% | 376,169 | $92.8M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Reduce -13.0% | 345,263 | $85.1M |
| SVB Wealth LLC | 4.26% | New | 322,606 | $79.5M |
| First Citizens Asset Management, Inc. | 26.05% | Add +0.1% | 298,042 | $73.5M |
| Two Sigma Investments, LP | 0.14% | Reduce -29.8% | 294,500 | $72.6M |
| Intelligence Driven Advisers, LLC | 10.08% | Add +20.2% | 271,149 | $66.8M |
| Portfolio Strategies, Inc. | 8.50% | Reduce -2.2% | 264,830 | $65.2M |
| SOA Wealth Advisors, LLC. | 11.23% | Add +5.8% | 248,717 | $61.3M |
| Royal Bank of Canada | 0.01% | Reduce -6.0% | 240,229 | $59.2M |
| Bryn Mawr Trust Advisors, LLC | 3.17% | Add +8.0% | 234,572 | $57.8M |
| Avantax Advisory Services, Inc. | 0.31% | Reduce -2.0% | 226,275 | $55.8M |
| Wharton Business Group, LLC | 2.06% | Add +0.9% | 197,634 | $48.7M |
| Richard P Slaughter Associates Inc | 9.63% | Reduce -2.0% | 191,684 | $47.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.78% | Reduce -8.3% | 187,654 | $46.3M |
| Cetera Investment Advisers | 0.08% | Add +7.7% | 181,144 | $44.7M |
| Kestra Private Wealth Services, LLC | 0.58% | Add +5.0% | 162,540 | $40.1M |
| DAVENPORT & Co LLC | 0.22% | Add +11.0% | 161,482 | $39.8M |
| NewEdge Advisors, LLC | 0.20% | Reduce -1.4% | 154,374 | $38.1M |
| Proficio Capital Partners LLC | 2.30% | New | 150,033 | $37.0M |
| HighTower Advisors, LLC | 0.04% | Add +4.4% | 142,694 | $35.2M |
| Sterling Capital Management LLC | 0.50% | Add +9.4% | 142,663 | $35.2M |
| Global Retirement Partners, LLC | 0.83% | — | 136,269 | $33.6M |
| Hantz Financial Services, Inc. | 0.53% | Reduce -1.0% | 133,025 | $32.8M |
| ProVise Management Group, LLC | 2.55% | Reduce -0.4% | 130,751 | $32.2M |
| Moneco Advisors, LLC | 2.80% | Add +6.4% | 122,248 | $30.1M |
| Compton Wealth Advisory Group, LLC | 7.56% | Reduce -1.4% | 121,265 | $29.9M |
| CW Advisors, LLC | 0.29% | Add +142.2% | 120,120 | $29.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +12.9% | 116,296 | $28.7M |
| Aspire Capital Advisors LLC | 7.91% | Add +3.4% | 116,215 | $28.6M |
| Simplicity Wealth,LLC | 1.16% | Add +97.5% | 113,247 | $27.9M |
| Perennial Investment Advisors, LLC | 2.67% | Add +12.6% | 111,677 | $27.5M |
| Waverly Advisors, LLC | 0.30% | Reduce -0.5% | 111,713 | $27.5M |
| Integrated Capital Management, LLC | 12.61% | Add +3.0% | 104,017 | $26.3M |
| Valmark Advisers, Inc. | 0.36% | Add +1.8% | 103,763 | $25.6M |
| M&T Bank Corp | 0.09% | Reduce -0.7% | 102,763 | $25.3M |
| Howard Bailey Securities, LLC | 7.74% | Add +4.3% | 101,835 | $25.1M |
| Jones Financial Companies LLLP | 0.02% | Add +31.6% | 98,312 | $24.1M |
| Brookstone Capital Management | 0.31% | Add +15.3% | 94,439 | $23.3M |
| LifeWealth Investments, LLC | 8.43% | Add +28.5% | 94,037 | $23.2M |
| Bush Investment Group, LLC | 15.16% | Reduce -10.9% | 91,566 | $22.6M |
| Kestra Advisory Services, LLC | 0.11% | Add +13.9% | 90,433 | $22.3M |
| Voya Investment Management LLC | 0.03% | Add +145.5% | 89,597 | $22.1M |
| Merit Financial Group, LLC | 0.23% | Reduce -4.8% | 85,249 | $21.0M |
| Titleist Asset Management, LLC | 2.05% | Add +26.2% | 83,443 | $20.6M |
| Fischer Financial Services, Inc. | 6.04% | Add +4.2% | 83,325 | $20.5M |
| Wealthcare Advisory Partners LLC | 0.45% | Add +123.3% | 80,605 | $19.9M |
| Forum Private Client Group LLC | 7.51% | Add +15.4% | 79,080 | $19.5M |
| Investors Research Corp | 3.76% | Add +7.2% | 77,781 | $19.2M |
| Hidden Cove Wealth Management, LLC | 13.60% | Reduce -0.2% | 76,178 | $18.8M |
| JSF Financial, LLC | 4.36% | Add +7.9% | 74,342 | $18.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.1% | 71,791 | $17.7M |
| Family Capital Management, Inc. | 8.16% | Add +3.2% | 63,144 | $15.6M |
| One Capital Management, LLC | 0.53% | Reduce -72.6% | 62,066 | $15.3M |
| Stonebridge Financial Planning Group, LLC | 6.35% | Reduce -3.2% | 61,717 | $15.2M |
| Cosner Financial Group, LLC | 8.45% | Add +10.3% | 61,578 | $15.2M |
| Horst & Graben Wealth Management LLC | 2.44% | Reduce -11.3% | 59,889 | $14.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -42.8% | 58,845 | $14.5M |
| Thoroughbred Financial Services, LLC | 1.01% | Add +8.3% | 58,760 | $14.5M |
| VestGen Advisors, LLC | 0.58% | Reduce -3.6% | 56,639 | $14.5M |
| Certified Advisory Corp | 1.50% | Add +7.9% | 58,361 | $14.4M |
| Auxano Advisors, LLC | 3.28% | Add +2.9% | 56,940 | $14.0M |
| Equitable Holdings, Inc. | 0.11% | Reduce -2.6% | 55,325 | $13.6M |
| McAdam, LLC | 0.71% | Reduce -12.1% | 52,516 | $12.9M |
| Performance Wealth Partners, LLC | 0.41% | New | 51,639 | $12.7M |
| Kingdom Financial Group LLC. | 10.94% | Reduce -41.5% | 50,793 | $12.5M |
| Apexium Financial, LP | 0.65% | Add +2.8% | 49,751 | $12.3M |
| Prosperity Consulting Group, LLC | 0.89% | Add +1.3% | 49,490 | $12.2M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +8.1% | 46,984 | $11.6M |
| Prime Capital Investment Advisors, LLC | 0.15% | Reduce -4.9% | 46,930 | $11.6M |
| Bluesphere Advisors LLC | 5.55% | Reduce -5.5% | 45,188 | $11.1M |
| Asset Allocation Strategies LLC | 2.45% | Add +1.3% | 45,020 | $11.1M |
| Family Manage LLC | 1.62% | Reduce -18.5% | 43,177 | $10.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -9.9% | 42,675 | $10.6M |
| Benchmark Financial Wealth Advisors, LLC | 3.44% | Reduce -8.4% | 42,179 | $10.4M |
| B.O.S.S. Retirement Advisors, LLC | 2.61% | Add +2.3% | 42,089 | $10.4M |
| Crumly & Associates Inc. | 2.49% | Reduce -0.4% | 41,428 | $10.2M |
| Sculati Wealth Management, LLC | 3.83% | Add +1458.8% | 41,292 | $10.2M |
| Fifth Third Securities, Inc. | 0.73% | Add +5.6% | 39,644 | $9.8M |
| Private Advisor Group, LLC | 0.05% | Reduce -12.2% | 38,957 | $9.6M |
"% 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.