iShares Russell Top 200 GrowIWYETF

13F holders, Q4 2025 (December 31)
648holders +29
41new positions
37sold out
3famous investors
$255.22avg. 13F price*

At the end of Q4 2025, 648 institutions reported holding iShares Russell Top 200 Grow (IWY) in their 13F filings, up 29 from Q3 2025. 41 opened new positions and 37 sold out. The largest holders were Tiaa Trust, National Association ($1.6B), Envestnet Portfolio Solutions, Inc. ($1.3B) and Ameriprise Financial Inc. ($981.5M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions41$91.2M
Exits37$111.1M

All 13F filers, Q3 2025 → Q4 2025: 1,835,067 shares bought and 2,404,949 shares sold, net −569,882 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 648 holders

Tiaa Trust, National Association 3.90% Reduce -1.1% 5,878,296 $1.6B
Envestnet Portfolio Solutions, Inc. 4.62% Reduce -0.8% 4,754,627 $1.3B
Ameriprise Financial Inc. 0.22% Add +11.5% 3,544,292 $981.5M
LPL Financial LLC 0.18% Add +0.1% 2,390,619 $662.1M
Bank of America Corp. 0.04% Add +0.2% 2,116,490 $586.1M
Mariner, LLC 0.48% Add +0.4% 1,466,054 $406.0M
Morgan Stanley 0.02% Add +1.2% 1,322,246 $366.2M
First Citizens Bank & Trust Co. 5.43% Reduce -0.6% 4,550,074 $260.1M
Commonwealth Equity Services, LLC 0.33% Reduce -6.3% 880,113 $243.7M
Wells Fargo & Company 0.04% Add +0.2% 719,984 $199.4M
AE Wealth Management LLC 1.01% Add +2.0% 638,124 $176.7M
Boulay Financial Advisors, LLC 19.18% Add +3.0% 589,152 $163.2M
Osaic Holdings, Inc. 0.22% Reduce -5.3% 540,221 $149.7M
Raymond James Financial Inc. 0.04% Add +4.9% 520,232 $144.1M
Truist Financial Corp. 0.19% Reduce -11.5% 515,893 $142.9M
Atlantic Union Bankshares Corp 2.62% Add +0.8% 505,011 $139.9M
Lido Advisors, LLC 0.50% Reduce -2.9% 459,007 $127.1M
Victory Financial Group, LLC 15.63% Add +1.6% 448,535 $124.2M
UBS Group AG 0.02% Reduce -6.2% 415,349 $115.0M
Envestnet Asset Management Inc. 0.03% Reduce -69.6% 403,944 $111.9M
MML Investors Services, LLC 0.26% Reduce -7.5% 381,814 $105.7M
Wilmington Savings Fund Society, FSB 2.44% Reduce -0.2% 374,599 $103.7M
Cetera Investment Advisers 0.11% Reduce -14.2% 358,026 $99.2M
Cambridge Investment Research Advisors, Inc. 0.26% Reduce -3.1% 349,767 $96.9M
SVB Wealth LLC 4.94% Reduce -6.1% 302,455 $83.8M
First Citizens Asset Management, Inc. 28.47% Reduce -0.9% 293,986 $81.4M
Two Sigma Investments, LP 0.12% Add +17849.3% 269,240 $74.6M
Bryn Mawr Trust Advisors, LLC 3.50% Add +1.7% 262,960 $72.8M
Royal Bank of Canada 0.01% Add +6.1% 255,827 $70.8M
Portfolio Strategies, Inc. 8.12% Reduce -2.8% 253,178 $70.1M
SOA Wealth Advisors, LLC. 11.45% Reduce -0.5% 250,269 $69.3M
Intelligence Driven Advisers, LLC 9.84% Reduce -7.0% 248,596 $68.8M
Wharton Business Group, LLC 2.12% Add +1.9% 201,169 $55.7M
Prosperity Consulting Group, LLC 2.50% Add +19.9% 200,596 $55.6M
DAVENPORT & Co LLC 0.28% Add +7.3% 184,766 $51.2M
Hantz Financial Services, Inc. 0.73% Add +7.0% 179,292 $49.7M
NewEdge Advisors, LLC 0.17% Add +7.7% 165,710 $45.9M
Kestra Private Wealth Services, LLC 0.57% Add +0.4% 164,867 $45.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.67% Reduce -6.2% 161,053 $44.6M
Richard P Slaughter Associates Inc 9.02% Add +1.6% 155,383 $43.0M
Kingdom Financial Group LLC. 13.23% Add +147.9% 154,568 $42.8M
Global Retirement Partners, LLC 0.75% Add +4.5% 153,595 $42.5M
Jones Financial Companies LLLP 0.02% Add +24.6% 144,381 $40.0M
Perennial Investment Advisors, LLC 3.05% Add +15.0% 139,155 $38.6M
Moneco Advisors, LLC 3.00% Add +7.3% 136,475 $37.8M
ProVise Management Group, LLC 2.54% Reduce -1.4% 128,760 $35.7M
Proficio Capital Partners LLC 2.31% New 118,686 $32.9M
Compton Wealth Advisory Group, LLC 7.16% Reduce -1.2% 118,232 $32.7M
Aspire Capital Advisors LLC 7.62% Add +0.1% 117,114 $32.4M
Waverly Advisors, LLC 0.25% Reduce -0.7% 111,746 $30.9M
Northwestern Mutual Wealth Management Co. 0.02% Add +1.9% 111,442 $30.9M
Howard Bailey Securities, LLC 11.98% Add +5.7% 109,752 $30.4M
Sterling Capital Management LLC 0.50% Reduce -18.8% 109,678 $30.4M
LifeWealth Investments, LLC 9.61% Add +8.8% 109,527 $30.3M
Valmark Advisers, Inc. 0.35% Reduce -1.6% 102,590 $28.4M
Goldman Sachs Group Inc. 0.00% Add +74.0% 101,938 $28.2M
Brookstone Capital Management 0.32% Add +3.5% 100,907 $27.9M
HighTower Advisors, LLC 0.03% Reduce -9.3% 97,164 $26.9M
Kestra Advisory Services, LLC 0.11% Add +1.6% 94,466 $26.2M
M&T Bank Corp 0.08% Reduce -10.5% 88,453 $24.5M
Titleist Asset Management, LLC 1.97% Add +2.3% 87,959 $24.4M
Merit Financial Group, LLC 0.19% Add +1.0% 84,883 $23.5M
One Capital Management, LLC 0.71% Add +66.1% 84,343 $23.4M
Fischer Financial Services, Inc. 6.13% Add +0.4% 83,624 $23.2M
Forum Private Client Group LLC 7.88% Reduce -0.5% 83,505 $23.1M
Investors Research Corp 4.17% Add +2.0% 82,197 $22.8M
Thrivent Financial for Lutherans 0.04% Reduce -0.9% 79,784 $22.2M
Wealthcare Advisory Partners LLC 0.43% Add +0.1% 78,664 $21.8M
JPMorgan Chase & Co. 0.00% Add +8.6% 77,312 $21.4M
Arkadios Wealth Advisors 0.42% Add +1262.9% 76,311 $21.1M
Hidden Cove Wealth Management, LLC 13.61% Reduce -4.5% 75,940 $21.0M
Bush Investment Group, LLC 11.48% Add +0.1% 74,112 $20.5M
Performance Wealth Partners, LLC 0.53% Add +8.6% 70,950 $19.6M
RTD Financial Advisors, Inc. 2.38% New 70,494 $19.5M
JSF Financial, LLC 4.00% Reduce -4.1% 69,692 $19.3M
Principal Securities, Inc. 0.29% Reduce -38.3% 67,305 $18.6M
Family Capital Management, Inc. 7.99% Add +2.3% 64,954 $18.0M
Equitable Holdings, Inc. 0.12% Add +10.7% 63,752 $17.7M
Stratos Wealth Partners, LTD. 0.20% Add +33.0% 62,861 $17.4M
Auxano Advisors, LLC 3.40% Add +3.0% 62,225 $17.2M
Stonebridge Financial Planning Group, LLC 6.22% Reduce -0.5% 62,200 $17.2M
Thoroughbred Financial Services, LLC 1.00% Reduce -0.2% 60,690 $16.8M
Certified Advisory Corp 1.53% Add +1.1% 60,455 $16.7M
Simplicity Wealth,LLC 0.98% Add +8.6% 59,580 $16.5M
Argent Trust Co 0.55% Add +34.7% 58,208 $16.1M
Horst & Graben Wealth Management LLC 2.40% Reduce -1.1% 57,523 $15.9M
Sculati Wealth Management, LLC 5.39% Add +8.1% 55,167 $15.3M
United Capital Financial Advisors, LLC 0.09% New 54,281 $15.0M
Equity Wealth Partners, LLC 9.51% Add +73.2% 52,948 $14.7M
Voya Investment Management LLC 0.02% Add +42.1% 52,019 $14.4M
Cosner Financial Group, LLC 7.24% Add +1.0% 51,234 $14.2M
Family Manage LLC 1.76% Reduce -1.0% 50,307 $13.9M
McAdam, LLC 0.63% Reduce -3.1% 49,398 $13.7M
Atwater Malick LLC 3.74% Add +27.9% 48,958 $13.6M
Prime Capital Investment Advisors, LLC 0.16% Add +2.9% 48,212 $13.4M
Asset Allocation Strategies LLC 2.46% Add +6.1% 47,942 $13.3M
Benchmark Financial Wealth Advisors, LLC 3.35% Reduce -2.1% 42,143 $11.7M
Seros Financial, LLC 6.77% Add +18.3% 41,706 $11.5M
Bluesphere Advisors LLC 5.07% Reduce -3.3% 41,418 $11.5M
Crumly & Associates Inc. 2.39% Reduce -0.2% 41,131 $11.4M

"% 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 648 holders