iShares Russell Top 200 GrowIWYETF
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $138.1M |
| Exits | 29 | $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.