S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold

iShares Russell Top 200 Growth ETF (IWY) Institutional Ownership

$183.56
-4.03 (-2.15%)
(As of 04/19/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Russell Top 200 Growth ETF (NYSEARCA:IWY)

Number of
Institutional Buyers
(last 12 months)
293
Total
Institutional Inflows
(last 12 months)
$3.76B
Number of
Institutional Sellers
(last 12 months)
176
Total
Institutional Outflows
(last 12 months)
$1.75B
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IWY Institutional Buying and Selling by Quarter

iShares Russell Top 200 Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2024Calton & Associates Inc.1,175$229K0.1%-35.5%0.002%
4/16/2024Ameliora Wealth Management Ltd.24,893$4.86M2.2%-1.3%0.051%
4/16/2024Atlantic Union Bankshares Corp345,893$67.48M5.7%+1.8%0.709%
4/16/2024Stokes Capital Advisors LLC16,071$3.14M0.9%+0.6%0.033%
4/16/2024Wealth Enhancement Advisory Services LLC12,623$2.46M0.0%+4.0%0.026%
4/15/2024Wealthcare Advisory Partners LLC124,591$24.31M0.8%+5.9%0.255%
4/15/2024Key Client Fiduciary Advisors LLC2,556$499K0.3%+5.9%0.005%
4/15/2024Sovereign Financial Group Inc.4,084$797K0.2%+8.1%0.008%
4/15/2024Future Financial Wealth Managment LLC18,656$3.64M2.8%N/A0.038%
4/15/2024Brookstone Capital Management62,196$12.13M0.2%-0.7%0.127%
4/15/2024Elevated Capital Advisors LLC12,033$2.35M0.7%+686.0%0.025%
4/15/2024Flagstar Advisors Inc.33,728$6.58M1.8%-6.5%0.069%
4/15/2024Kingswood Wealth Advisors LLC1,045$204K0.0%-16.1%0.002%
4/15/2024Sound Income Strategies LLC1,418$277K0.0%+5.6%0.003%
4/12/2024 Fermata Advisors LLC1,691$330K0.1%-6.9%0.003%
4/12/2024 Harbor Investment Advisory LLC33,245$6.49M0.6%+0.4%0.068%
4/12/2024 AdvisorNet Financial Inc7,722$1.51M0.1%+1.0%0.016%
4/11/2024 Compton Wealth Advisory Group LLC142,710$27.84M7.6%-1.1%0.292%
4/11/2024 International Assets Investment Management LLC1,054$206K0.0%-96.4%0.002%
4/10/2024 Park Avenue Securities LLC13,091$2.55M0.0%+44.2%0.027%
4/10/2024 SOA Wealth Advisors LLC.321,524$62.73M13.0%+0.8%0.659%
4/10/2024 Williams Financial LLC113,147$22.08M14.7%N/A0.232%
4/10/2024 Signal Advisors Wealth LLC15,054$2.94M0.7%+286.1%0.031%
4/10/2024 EWG Elevate Inc.3,439$671K0.3%-84.3%0.007%
4/9/2024 Massmutual Trust Co. FSB ADV968$189K0.0%N/A0.002%
3/22/2024PNC Financial Services Group Inc.9,286$1.63M0.0%-8.7%0.021%
3/15/2024B. Riley Wealth Advisors Inc.34,625$6.07M0.2%+221.0%0.077%
3/14/2024Leo Wealth LLC16,273$3.10M0.3%N/A0.036%
3/13/2024MONECO Advisors LLC9,583$1.68M0.3%+35.8%0.021%
3/8/2024ICA Group Wealth Management LLC200$35K0.0%N/A0.000%
3/5/2024Processus Wealth & Capital Management LLC33,029$5.79M5.8%N/A0.074%
3/4/2024Tucker Asset Management LLC201$35K0.0%+187.1%0.000%
3/4/2024Richardson Financial Services Inc.330$58K0.1%N/A0.001%
3/1/2024Creekmur Asset Management LLC2,512$440K0.1%N/A0.006%
3/1/2024Pineridge Advisors LLC5,883$1.03M0.3%N/A0.013%
2/26/2024Centaurus Financial Inc.612$107K0.0%N/A0.001%
2/26/2024Integrated Advisors Network LLC2,088$366K0.0%+7.7%0.005%
2/21/2024American Trust11,368$1.99M0.1%+78.1%0.025%
2/21/2024Novak & Powell Financial Services Inc.1,400$245K0.2%N/A0.003%
2/16/2024Harbour Investments Inc.19,866$3.48M0.1%+36.6%0.044%
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2/16/2024GSA Capital Partners LLP12,600$2.21M0.2%N/A0.028%
2/15/2024GTS Securities LLC1,726$302K0.0%N/A0.004%
2/15/2024Venture Visionary Partners LLC8,203$1.44M0.1%+6.1%0.018%
2/15/2024Townsquare Capital LLC3,148$552K0.0%+132.0%0.007%
2/15/2024Virtue Capital Management LLC1,257$214K0.0%-74.9%0.003%
2/15/2024Voya Investment Management LLC78,357$13.73M0.0%+108.3%0.175%
2/15/2024Nwam LLC2,735$479K0.0%+52.6%0.006%
2/15/2024Buckingham Strategic Wealth LLC1,614$283K0.0%N/A0.004%
2/15/2024Baird Financial Group Inc.32,737$5.74M0.0%-18.3%0.073%
2/15/2024Comerica Bank11,060$1.94M0.0%+15.7%0.025%
2/14/2024Royal Bank of Canada222,202$38.93M0.0%+1.5%0.496%
2/14/2024Continuum Advisory LLC2,187$384K0.1%N/A0.005%
2/14/2024Kestra Advisory Services LLC42,437$7.44M0.1%+0.9%0.095%
2/14/2024Creative Planning9,152$1.60M0.0%+1.6%0.020%
2/14/2024MGO One Seven LLC161,062$28.22M1.6%+2.3%0.360%
2/14/2024Visionary Wealth Advisors48,873$8.56M0.6%+378.4%0.109%
2/14/2024Regal Investment Advisors LLC2,496$437K0.0%-2.7%0.006%
2/14/2024Intrepid Capital Management Inc.2,198$385K0.3%-3.2%0.005%
2/14/2024Asset Allocation Strategies LLC44,015$7.71M3.0%+5.3%0.098%
2/13/2024Morningstar Investment Services LLC2,491$438K0.0%N/A0.006%
2/13/2024Envestnet Asset Management Inc.2,146,237$376.06M0.2%+454.6%4.791%
2/13/2024Stephens Inc. AR5,202$912K0.0%+20.0%0.012%
2/13/2024Northern Trust Corp4,588$804K0.0%+4.8%0.010%
2/13/2024Cetera Advisor Networks LLC86,734$15.20M0.1%+35.8%0.194%
2/13/2024Oppenheimer & Co. Inc.2,779$487K0.0%+20.4%0.006%
2/13/2024Tower Research Capital LLC TRC558$98K0.0%-27.2%0.001%
2/13/2024Goldman Sachs Group Inc.39,541$6.93M0.0%+627.5%0.088%
2/13/2024Peapack Gladstone Financial Corp1,139$200K0.0%N/A0.003%
2/13/2024Walled Lake Planning & Wealth Management LLC10,634$1.86M0.9%-3.3%0.024%
2/13/2024 Lloyd Advisory Services LLC.15,749$2.76M1.3%N/A0.035%
2/12/2024Peterson Financial Group Inc.11,330$1.99M1.2%-11.4%0.025%
2/12/2024Bush Investment Group LLC101,988$19.05M17.6%N/A0.228%
2/12/2024Avestar Capital LLC8,383$1.47M0.2%N/A0.019%
2/12/2024Meridian Management Co.1,420$272K0.1%-39.8%0.003%
2/12/2024Focus Financial Network Inc. ADV10,206$1.79M0.1%N/A0.023%
2/12/2024Hilltop Holdings Inc.15,615$2.74M0.3%-41.6%0.035%
2/12/2024Godshalk Welsh Capital Management Inc.3,410$598K0.4%+5.4%0.008%
2/9/2024Advisory Services Network LLC12,825$2.25M0.1%-18.7%0.029%
2/9/2024ProVise Management Group LLC76,788$13.46M1.1%+0.9%0.171%
2/9/2024Orion Portfolio Solutions LLC108,570$18.91M0.2%+124.2%0.242%
2/9/2024US Bancorp DE7,506$1.32M0.0%-64.4%0.017%
2/9/2024BCU Wealth Advisors LLC1,430$251K0.3%N/A0.003%
2/9/2024Cambridge Investment Research Advisors Inc.358,963$62.90M0.3%+57.7%0.801%
2/9/2024Certified Advisory Corp30,280$5.31M0.8%+6.4%0.068%
2/9/2024Journey Strategic Wealth LLC36,154$6.34M0.3%-2.5%0.081%
2/9/2024Assetmark Inc.749$131K0.0%+926.0%0.002%
2/9/2024CreativeOne Wealth LLC1,966$344K0.0%-9.7%0.004%
2/9/2024Milestone Investment Advisors LLC56,929$9.98M2.9%-7.2%0.127%
2/9/2024Corient Private Wealth LLC13,873$2.43M0.0%+46.0%0.031%
2/9/2024Wells Fargo & Company MN256,800$45.00M0.0%+13.3%0.573%
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Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

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2/9/2024Thoroughbred Financial Services LLC38,696$6.78M0.5%+10.1%0.086%
2/9/2024UBS Group AG317,824$55.69M0.0%+6.2%0.709%
2/9/2024PNC Financial Services Group Inc.9,286$1.63M0.0%-8.7%0.021%
2/8/2024Summit X LLC1,484$247K0.1%+9.8%0.003%
2/8/2024Level Four Advisory Services LLC5,884$1.03M0.1%-20.3%0.013%
2/8/2024Financial Advocates Investment Management1,163$204K0.0%-79.9%0.003%
2/8/2024SigFig Wealth Management LLC26,029$4.56M0.2%N/A0.058%
2/8/2024New Century Financial Group LLC4,306$754K0.7%N/A0.010%
2/8/2024First Heartland Consultants Inc.3,602$631K0.1%+1.8%0.008%
2/8/2024Kingsview Wealth Management LLC20,531$3.60M0.1%-1.1%0.046%
(Data available from 1/1/2016 forward)

IWY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWY shares?

During the previous two years, 424 institutional investors and hedge funds held shares of iShares Russell Top 200 Growth ETF. The most heavily invested institutionals were TIAA Trust National Association ($1.07B), TIAA FSB ($942.64M), Envestnet Portfolio Solutions Inc. ($881.00M), First Citizens Bank & Trust Co. ($831.31M), Envestnet Asset Management Inc. ($376.06M), Commonwealth Equity Services LLC ($295.33M), and Osaic Holdings Inc. ($285.84M).Learn more on IWY's institutional investors.

Which institutional investors have been buying iShares Russell Top 200 Growth ETF stock?

Of the 379 institutional investors that purchased iShares Russell Top 200 Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($7.06M), TIAA Trust National Association ($6.08M), Envestnet Portfolio Solutions Inc. ($5.03M), TIAA FSB ($3.48M), First Citizens Bank & Trust Co. ($2.79M), Commonwealth Equity Services LLC ($1.35M), and Truist Financial Corp ($526.46K).

How much institutional buying is happening at iShares Russell Top 200 Growth ETF?

Institutional investors have bought a total of 36,519,576 shares in the last 24 months. This purchase volume represents approximately $5.37B in transactions.

Which iShares Russell Top 200 Growth ETF major shareholders have been selling company stock?

Of the 242 institutional investors that sold iShares Russell Top 200 Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($8.85M), First Citizens Bank & Trust Co. ($1.61M), Orion Portfolio Solutions LLC ($819.58K), Captrust Financial Advisors ($554.55K), AE Wealth Management LLC ($368.85K), Wells Fargo & Company MN ($280.96K), and Money Concepts Capital Corp ($254.62K).

How much institutional selling is happening at iShares Russell Top 200 Growth ETF?

Institutional investors have sold a total of 16,364,540 shares in the last 24 months. This volume of shares sold represents approximately $2.38B in transactions.


This page (NYSEARCA:IWY) was last updated on 4/19/2024 by MarketBeat.com Staff

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