iShares Russell Top 200 GrowIWYETF

13F holders, Q3 2025 (September 30)
619holders +46
76new positions
29sold out
6famous investors
$251.93avg. 13F price*

At the end of Q3 2025, 619 institutions reported holding iShares Russell Top 200 Grow (IWY) in their 13F filings, up 46 from Q2 2025. 76 opened new positions and 29 sold out. The largest holders were Tiaa Trust, National Association ($1.6B), Envestnet Portfolio Solutions, Inc. ($1.3B) and Ameriprise Financial Inc. ($869.8M). 6 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
iShares Russell Top 200 Grow
CUSIP
464289438
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 454Q1 2024Q2 2024: 504Q2 2024Q3 2024: 507Q3 2024Q4 2024: 589Q4 2024Q1 2025: 557Q1 2025Q2 2025: 573Q2 2025Q3 2025: 619Q3 2025Q4 2025: 648Q4 2025Q1 2026: 644Q1 2026Q2 2026: 686Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions76$138.1M
Exits29$90.1M

All 13F filers, Q2 2025 → Q3 2025: 3,866,781 shares bought and 2,046,842 shares sold, net +1,819,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 619 holders

Tiaa Trust, National Association 3.94% Reduce -2.6% 5,943,258 $1.6B
Envestnet Portfolio Solutions, Inc. 4.84% Reduce -4.7% 4,793,792 $1.3B
Ameriprise Financial Inc. 0.20% Add +32.0% 3,180,008 $869.8M
LPL Financial LLC 0.19% Add +8.7% 2,388,164 $653.5M
Bank of America Corp. 0.04% Reduce -4.4% 2,112,677 $578.1M
Mariner, LLC 0.52% Reduce -2.4% 1,460,755 $399.7M
Envestnet Asset Management Inc. 0.10% Add +231.3% 1,327,228 $363.2M
Morgan Stanley 0.02% Add +1.5% 1,306,536 $357.5M
Commonwealth Equity Services, LLC 0.33% Add +0.1% 938,911 $256.9M
First Citizens Bank & Trust Co. 5.45% Reduce -5.0% 4,577,231 $252.6M
Wells Fargo & Company 0.04% Add +5.8% 718,537 $196.6M
AE Wealth Management LLC 1.09% Reduce -0.3% 625,759 $171.2M
Truist Financial Corp. 0.22% Add +0.0% 582,910 $159.5M
Boulay Financial Advisors, LLC 21.98% Reduce -2.4% 572,205 $156.6M
Osaic Holdings, Inc. 0.21% Add +51.7% 570,480 $152.0M
Atlantic Union Bankshares Corp 2.58% Add +5.7% 501,116 $137.1M
Raymond James Financial Inc. 0.04% Add +4.7% 495,999 $135.7M
Lido Advisors, LLC 0.54% Add +0.1% 472,601 $129.3M
UBS Group AG 0.02% Reduce -9.9% 442,840 $121.2M
Victory Financial Group, LLC 16.62% Reduce -1.3% 441,664 $120.9M
Cetera Investment Advisers 0.13% Add +130.3% 417,107 $114.1M
MML Investors Services, LLC 0.30% Reduce -18.4% 413,003 $113.0M
Wilmington Savings Fund Society, FSB 2.48% Reduce -0.9% 375,287 $102.7M
Cambridge Investment Research Advisors, Inc. 0.27% Add +4.6% 361,057 $98.8M
SVB Wealth LLC 4.74% Reduce -0.2% 321,996 $88.1M
First Citizens Asset Management, Inc. 28.79% Reduce -0.5% 296,539 $81.1M
First Citizens Investor Services, Inc. 29.16% — 275,704 $75.4M
Intelligence Driven Advisers, LLC 10.14% Reduce -1.4% 267,295 $73.1M
Portfolio Strategies, Inc. 8.28% Reduce -1.7% 260,376 $71.2M
Bryn Mawr Trust Advisors, LLC 3.51% Add +10.2% 258,491 $70.7M
SOA Wealth Advisors, LLC. 11.22% Add +1.2% 251,619 $68.9M
Clark Capital Management Group, Inc. 0.43% New 251,390 $68.8M
Royal Bank of Canada 0.01% Add +0.4% 241,135 $66.0M
Wharton Business Group, LLC 2.36% Reduce -0.1% 197,394 $54.0M
DAVENPORT & Co LLC 0.25% Add +6.7% 172,267 $47.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.74% Reduce -8.5% 171,625 $47.0M
Hantz Financial Services, Inc. 0.69% Add +26.0% 167,617 $45.9M
Prosperity Consulting Group, LLC 2.26% Add +238.1% 167,301 $45.8M
Kestra Private Wealth Services, LLC 0.59% Add +1.0% 164,233 $44.9M
NewEdge Advisors, LLC 0.19% Reduce -0.3% 153,915 $42.1M
Richard P Slaughter Associates Inc 9.02% Reduce -20.2% 152,957 $41.9M
Global Retirement Partners, LLC 0.90% Add +7.8% 146,957 $40.2M
Sterling Capital Management LLC 0.54% Reduce -5.4% 135,006 $36.9M
ProVise Management Group, LLC 2.64% Reduce -0.1% 130,634 $35.7M
Moneco Advisors, LLC 2.91% Add +4.1% 127,249 $34.8M
Orion Porfolio Solutions, LLC 0.26% Add +548.8% 124,348 $34.0M
Perennial Investment Advisors, LLC 2.74% Add +8.3% 121,002 $33.1M
Compton Wealth Advisory Group, LLC 7.58% Reduce -1.3% 119,680 $32.8M
Aspire Capital Advisors LLC 7.89% Add +0.6% 116,950 $32.0M
Jones Financial Companies LLLP 0.02% Add +17.8% 115,835 $31.4M
Waverly Advisors, LLC 0.31% Add +0.7% 112,532 $30.8M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -5.9% 109,420 $29.9M
Principal Securities, Inc. 0.49% Add +518.3% 109,086 $29.9M
HighTower Advisors, LLC 0.03% Reduce -24.9% 107,101 $29.3M
Valmark Advisers, Inc. 0.37% Add +0.5% 104,307 $28.5M
Howard Bailey Securities, LLC 8.09% Add +2.0% 103,846 $28.4M
LifeWealth Investments, LLC 9.08% Add +7.1% 100,691 $27.6M
M&T Bank Corp 0.09% Reduce -3.8% 98,834 $27.0M
Brookstone Capital Management 0.32% Add +3.3% 97,518 $26.7M
Kestra Advisory Services, LLC 0.12% Add +2.8% 92,941 $25.4M
Titleist Asset Management, LLC 2.07% Add +3.0% 85,959 $23.5M
Merit Financial Group, LLC 0.21% Reduce -1.4% 84,050 $23.0M
Forum Private Client Group LLC 8.18% Add +6.2% 83,945 $23.0M
Fischer Financial Services, Inc. 6.14% Reduce -0.1% 83,282 $22.8M
Thrivent Financial for Lutherans 0.04% Add +185.1% 80,544 $22.0M
Investors Research Corp 4.08% Add +3.5% 80,543 $22.0M
Hidden Cove Wealth Management, LLC 14.38% Add +4.4% 79,522 $21.8M
Wealthcare Advisory Partners LLC 0.45% Reduce -2.5% 78,616 $21.5M
Bush Investment Group, LLC 12.01% Reduce -19.1% 74,062 $20.3M
JSF Financial, LLC 4.41% Reduce -2.3% 72,640 $19.9M
JPMorgan Chase & Co. 0.00% Reduce -0.8% 71,199 $19.5M
Win Advisors, Inc. 9.47% Add +109.5% 71,144 $19.5M
Performance Wealth Partners, LLC 0.50% Add +26.5% 65,327 $17.9M
Family Capital Management, Inc. 8.30% Add +0.6% 63,515 $17.4M
Stonebridge Financial Planning Group, LLC 6.42% Add +1.3% 62,519 $17.1M
Kingdom Financial Group LLC. 10.43% Add +22.8% 62,354 $17.1M
Thoroughbred Financial Services, LLC 1.03% Add +3.5% 60,795 $16.6M
Auxano Advisors, LLC 3.52% Add +6.1% 60,426 $16.5M
Certified Advisory Corp 1.55% Add +2.4% 59,782 $16.4M
Goldman Sachs Group Inc. 0.00% Reduce -0.4% 58,593 $16.0M
Horst & Graben Wealth Management LLC 2.43% Reduce -2.9% 58,173 $15.9M
Equitable Holdings, Inc. 0.12% Add +4.1% 57,595 $15.8M
VestGen Advisors, LLC 0.52% Add +0.6% 56,997 $15.6M
Simplicity Wealth,LLC 0.87% Reduce -51.5% 54,884 $15.0M
Apexium Financial, LP 0.69% Add +4.6% 52,045 $14.2M
Elevation Capital Advisory, LLC 5.68% Add +180.0% 52,003 $14.2M
Sculati Wealth Management, LLC 4.93% Add +23.6% 51,053 $14.0M
McAdam, LLC 0.69% Reduce -2.9% 50,981 $14.0M
Family Manage LLC 1.93% Add +17.6% 50,797 $13.9M
One Capital Management, LLC 0.44% Reduce -18.2% 50,788 $13.9M
Stratos Wealth Partners, LTD. 0.15% Add +0.6% 47,249 $12.9M
Prime Capital Investment Advisors, LLC 0.16% Reduce -0.1% 46,868 $12.8M
Asset Allocation Strategies LLC 2.45% Add +0.4% 45,187 $12.4M
Argent Trust Co 0.42% Add +94.8% 43,212 $11.8M
Benchmark Financial Wealth Advisors, LLC 3.55% Add +2.1% 43,060 $11.8M
Bluesphere Advisors LLC 5.37% Reduce -5.2% 42,820 $11.7M
Private Advisor Group, LLC 0.06% Add +8.1% 42,121 $11.5M
Fifth Third Securities, Inc. 0.77% Add +4.3% 41,341 $11.3M
Crumly & Associates Inc. 2.47% Reduce -0.6% 41,202 $11.3M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -6.1% 40,059 $11.0M

"% 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.

Show all 619 holders