iShares Russell Top 200 GrowIWYETF
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $91.2M |
| Exits | 37 | $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.