iShares Russell Top 200 GrowIWYETF
13F holders, Q1 2026 (March 31)644holders −4
43new positions
44sold out
3famous investors
$227.78avg. 13F price*
At the end of Q1 2026, 644 institutions reported holding iShares Russell Top 200 Grow (IWY) in their 13F filings, down 4 from Q4 2025. 43 opened new positions and 44 sold out. The largest holders were Tiaa-Cref Individual & Institutional Services, LLC ($1.3B), Envestnet Portfolio Solutions, Inc. ($1.2B) and Ameriprise Financial Inc. ($881.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $55.6M |
| Exits | 44 | $33.4M |
All 13F filers, Q4 2025 → Q1 2026: 3,061,744 shares bought and 6,925,702 shares sold, net −3,863,958 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 644 holders
| Tiaa-Cref Individual & Institutional Services, LLC | 4.86% | — | 5,073,815 | $1.3B |
| Envestnet Portfolio Solutions, Inc. | 6.53% | Reduce -0.3% | 4,738,488 | $1.2B |
| Ameriprise Financial Inc. | 0.21% | Reduce -0.1% | 3,541,861 | $881.2M |
| Bank of America Corp. | 0.06% | Add +58.6% | 3,357,374 | $835.4M |
| LPL Financial LLC | 0.16% | Reduce -0.1% | 2,387,655 | $594.1M |
| Mariner, LLC | 0.41% | Reduce -4.9% | 1,393,999 | $346.9M |
| Morgan Stanley | 0.02% | Add +2.4% | 1,354,526 | $337.1M |
| Commonwealth Equity Services, LLC | 0.32% | Add +4.2% | 916,739 | $228.1M |
| Wells Fargo & Company | 0.04% | Add +2.6% | 738,446 | $183.8M |
| AE Wealth Management LLC | 0.89% | Add +3.3% | 658,865 | $164.0M |
| Boulay Financial Advisors, LLC | 17.42% | Add +3.5% | 610,081 | $151.8M |
| Osaic Holdings, Inc. | 0.21% | Add +5.2% | 568,039 | $141.4M |
| Raymond James Financial Inc. | 0.04% | Add +8.2% | 562,937 | $140.1M |
| First Citizens Bank & Trust Co. | 2.64% | Reduce -0.6% | 4,522,656 | $125.4M |
| Atlantic Union Bankshares Corp | 2.39% | Reduce -1.1% | 499,514 | $124.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +17.9% | 476,413 | $118.6M |
| Victory Financial Group, LLC | 14.14% | Add +3.1% | 462,598 | $115.1M |
| Truist Financial Corp. | 0.15% | Reduce -10.9% | 459,861 | $114.4M |
| UBS Group AG | 0.02% | Add +2.8% | 426,828 | $106.2M |
| Lido Advisors, LLC | 0.42% | Reduce -7.1% | 426,268 | $106.1M |
| MML Investors Services, LLC | 0.27% | Add +3.3% | 394,279 | $98.1M |
| Cetera Investment Advisers | 0.10% | Add +4.4% | 373,839 | $93.0M |
| Wilmington Savings Fund Society, FSB | 2.21% | Reduce -0.5% | 372,712 | $92.7M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Add +2.9% | 359,804 | $89.5M |
| First Citizens Asset Management, Inc. | 26.72% | Add +3.0% | 302,820 | $75.4M |
| Two Sigma Investments, LP | 0.06% | Add +12.2% | 302,000 | $75.1M |
| Prosperity Consulting Group, LLC | 3.24% | Add +45.6% | 292,068 | $72.7M |
| SVB Wealth LLC | 4.47% | Reduce -9.9% | 272,431 | $67.8M |
| Royal Bank of Canada | 0.01% | Add +3.2% | 263,939 | $65.7M |
| Bryn Mawr Trust Advisors, LLC | 3.12% | Reduce -1.6% | 258,769 | $64.4M |
| Portfolio Strategies, Inc. | 7.62% | Reduce -1.9% | 248,470 | $61.8M |
| DAVENPORT & Co LLC | 0.31% | Add +20.1% | 221,899 | $55.2M |
| Tiaa Trust, National Association | 3.14% | Reduce -96.5% | 207,497 | $51.6M |
| SOA Wealth Advisors, LLC. | 9.70% | Reduce -17.3% | 206,948 | $51.5M |
| Intelligence Driven Advisers, LLC | 8.93% | Reduce -17.2% | 205,774 | $51.2M |
| Wharton Business Group, LLC | 1.89% | Add +0.1% | 201,369 | $50.1M |
| Hantz Financial Services, Inc. | 0.73% | Add +6.8% | 191,554 | $47.7M |
| Jones Financial Companies LLLP | 0.02% | Add +29.3% | 186,712 | $45.0M |
| NewEdge Advisors, LLC | 0.16% | Add +8.7% | 180,190 | $44.8M |
| Perennial Investment Advisors, LLC | 3.34% | Add +20.9% | 168,225 | $41.9M |
| Lloyd Advisory Services, LLC. | 11.98% | Add +3177.4% | 168,261 | $41.9M |
| Kingdom Financial Group LLC. | 11.98% | Add +8.9% | 168,261 | $41.9M |
| One Capital Management, LLC | 1.11% | Add +93.2% | 162,986 | $40.6M |
| Kestra Private Wealth Services, LLC | 0.48% | Reduce -4.9% | 156,757 | $39.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.55% | Reduce -6.5% | 150,522 | $37.5M |
| Moneco Advisors, LLC | 2.90% | Add +10.1% | 150,279 | $37.4M |
| Aspire Capital Advisors LLC | 8.14% | Add +24.0% | 145,234 | $36.1M |
| Richard P Slaughter Associates Inc | 7.67% | Reduce -8.3% | 142,511 | $35.5M |
| Sterling Capital Management LLC | 0.66% | Add +27.0% | 139,295 | $34.7M |
| ProVise Management Group, LLC | 2.38% | Add +3.3% | 133,032 | $33.1M |
| LifeWealth Investments, LLC | 9.83% | Add +20.8% | 132,322 | $32.9M |
| HighTower Advisors, LLC | 0.03% | Add +29.0% | 125,329 | $31.2M |
| Compton Wealth Advisory Group, LLC | 6.64% | Add +0.5% | 118,862 | $29.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.3% | 114,007 | $28.4M |
| Waverly Advisors, LLC | 0.21% | Add +1.4% | 113,353 | $28.2M |
| Howard Bailey Securities, LLC | 11.45% | Add +1.9% | 111,862 | $27.8M |
| Thrivent Financial for Lutherans | 0.05% | Add +34.7% | 107,450 | $26.7M |
| Valmark Advisers, Inc. | 0.31% | Add +3.3% | 105,934 | $26.4M |
| Brookstone Capital Management | 0.30% | Add +3.9% | 104,883 | $26.1M |
| Kestra Advisory Services, LLC | 0.09% | Add +6.4% | 100,503 | $25.0M |
| Merit Financial Group, LLC | 0.18% | Add +17.3% | 99,559 | $24.8M |
| JPMorgan Chase & Co. | 0.00% | Add +31.4% | 101,559 | $24.4M |
| Titleist Asset Management, LLC | 1.79% | Add +8.5% | 95,463 | $23.8M |
| Forum Private Client Group LLC | 7.29% | Add +5.1% | 87,781 | $21.9M |
| Fischer Financial Services, Inc. | 7.13% | Add +1.9% | 85,244 | $21.2M |
| M&T Bank Corp | 0.07% | Reduce -4.1% | 84,816 | $21.1M |
| Investors Research Corp | 3.93% | Add +0.4% | 82,548 | $20.5M |
| JSF Financial, LLC | 3.85% | Add +13.2% | 78,861 | $19.6M |
| Bush Investment Group, LLC | 10.69% | Add +6.1% | 78,615 | $19.6M |
| Performance Wealth Partners, LLC | 0.56% | Add +10.3% | 78,264 | $19.5M |
| RTD Financial Advisors, Inc. | 2.38% | Add +10.3% | 77,793 | $19.4M |
| Arkadios Wealth Advisors | 0.32% | Add +1.8% | 77,670 | $19.3M |
| Independent Advisor Alliance | 0.20% | Add +678.3% | 73,747 | $18.4M |
| Old National Bancorp | 0.30% | New | 72,450 | $18.0M |
| Hidden Cove Wealth Management, LLC | 10.63% | Reduce -12.4% | 66,496 | $16.5M |
| Horst & Graben Wealth Management LLC | 2.27% | Add +2.3% | 58,824 | $16.5M |
| Certified Advisory Corp | 1.46% | Add +8.2% | 65,409 | $16.3M |
| Simplicity Wealth,LLC | 0.90% | Add +7.7% | 64,138 | $16.0M |
| Family Capital Management, Inc. | 7.08% | Reduce -1.5% | 63,993 | $15.9M |
| Equitable Holdings, Inc. | 0.10% | Reduce -10.9% | 56,831 | $15.7M |
| Principal Securities, Inc. | 0.23% | Reduce -7.3% | 62,380 | $15.5M |
| Thoroughbred Financial Services, LLC | 0.90% | Reduce -0.5% | 60,377 | $15.0M |
| Stonebridge Financial Planning Group, LLC | 5.47% | Reduce -3.7% | 59,896 | $14.9M |
| Equity Wealth Partners, LLC | 9.62% | Add +12.9% | 59,794 | $14.9M |
| Sculati Wealth Management, LLC | 5.38% | Add +6.0% | 58,491 | $14.6M |
| Voya Investment Management LLC | 0.02% | Add +9.6% | 56,994 | $14.2M |
| Stratos Wealth Partners, LTD. | 0.16% | Reduce -10.8% | 56,099 | $14.0M |
| Atwater Malick LLC | 3.76% | Add +14.3% | 55,975 | $13.9M |
| Key Capital Management, INC | 8.90% | Add +100.0% | 54,162 | $13.5M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -0.6% | 53,931 | $13.4M |
| McAdam, LLC | 0.60% | Add +7.8% | 53,251 | $13.3M |
| Cosner Financial Group, LLC | 7.11% | Add +1.6% | 52,046 | $13.0M |
| Prime Capital Investment Advisors, LLC | 0.15% | Add +6.0% | 51,130 | $12.7M |
| Bluesphere Advisors LLC | 4.50% | Add +22.8% | 50,848 | $12.7M |
| Private Advisor Group, LLC | 0.06% | Add +26.0% | 50,738 | $12.6M |
| Asset Allocation Strategies LLC | 2.24% | Add +5.5% | 50,576 | $12.6M |
| Argent Trust Co | 0.37% | Reduce -24.4% | 44,005 | $11.0M |
| Fifth Third Securities, Inc. | 0.70% | Add +8.6% | 43,777 | $10.9M |
| IAG Wealth Partners, LLC | 1.18% | Add +14.2% | 42,383 | $10.5M |
| Meridian Financial Partners LLC | 3.99% | Add +8.1% | 41,607 | $10.5M |
"% 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.