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iShares Russell Top 200 Growth ETF (IWY) Institutional Ownership

iShares Russell Top 200 Growth ETF logo
$293.36 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
452
Total
Institutional Inflows
(last 12 months)
$2.38B
Number of
Institutional Sellers
(last 12 months)
303
Total
Institutional Outflows
(last 12 months)
$1.04B
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Skip Chart & View Institutional Buying and Selling Data

IWY Institutional Buying and Selling by Quarter

iShares Russell Top 200 Growth ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026Wellington Grp LLC37,717$9.39M2.9%+23.9%0.064%
5/20/2026 SOA Wealth Advisors LLC.206,948$51.50M5.5%-17.3%0.350%
5/19/2026 Western Wealth Management LLC8,833$2.20M0.1%+7.2%0.015%
5/19/2026 McIlrath & Eck LLC23,663$5.89M0.4%+3.6%0.040%
5/19/2026 Cornerstone Wealth LLC TN27,574$6.86M3.9%N/A0.047%
5/19/2026 Bank of America Corp DE3,357,374$835.45M0.1%+58.6%5.686%
5/19/2026 Arkadios Wealth Advisors77,670$19.33M0.3%+1.8%0.132%
5/18/2026 Sunbelt Securities Inc.213$53K0.0%-72.9%0.000%
5/18/2026 Royal Bank of Canada263,939$65.68M0.0%+3.2%0.447%
5/18/2026 Evelyn Partners Asset Management Ltd425$106K0.0%N/A0.001%
5/16/2026 Quantinno Capital Management LP3,356$835K0.0%+13.1%0.006%
5/16/2026 Family Manage LLC34,423$8.57M1.0%-31.6%0.058%
5/15/2026 Intelligence Driven Advisers LLC205,774$51.21M8.9%-17.2%0.348%
5/15/2026 Bawa N Mallick Trust8,000$1.99M0.8%-11.2%0.014%
5/15/2026 Everest Financial Group LLC27,646$6.88M1.1%+4.5%0.047%
5/15/2026 Waverly Advisors LLC113,353$28.21M0.2%+1.4%0.192%
5/14/2026 Renaissance Technologies LLC21,280$5.30M0.0%+2,433.3%0.036%
5/14/2026 Hilltop Holdings Inc.4,481$1.12M0.1%-35.9%0.008%
5/14/2026 Compound Planning Inc.23,458$5.84M0.2%+1,074.7%0.040%
5/14/2026 Gibbs Wealth Management3,265$812K0.1%N/A0.006%
5/14/2026 Lido Advisors LLC426,268$106.07M0.3%-7.1%0.722%
5/13/2026 Cetera Investment Advisers373,839$93.03M0.1%+4.4%0.633%
5/13/2026 Envision Financial Transparency LLC22,476$5.59M5.4%N/A0.038%
5/13/2026 Arvest Bank Trust Division1,577$392K0.0%N/A0.003%
5/13/2026 First Citizens Bank & Trust Co.4,522,656$1.13B19.6%-0.6%7.659%
5/8/2026 Pacific Sun Financial Corp1,051$262K0.1%+12.2%0.002%
5/8/2026 PNC Financial Services Group Inc.14,226$3.54M0.0%+2.1%0.024%
5/8/2026 Cassaday & Co Wealth Management LLC615$153K0.0%N/A0.001%
5/8/2026 JSF Financial LLC78,861$19.62M3.8%+13.2%0.134%
5/7/2026 Florida Financial Advisors LLC13,131$3.27M0.8%+1.6%0.022%
5/7/2026 Symphony Financial Services Inc.21,771$5.42M2.8%-4.9%0.037%
5/7/2026 Parallel Advisors LLC2,763$688K0.0%+113.0%0.005%
5/7/2026 Hershey Financial Advisers LLC2,016$502K0.4%N/A0.003%
5/6/2026 FSA Advisors Inc.3,189$794K0.5%N/A0.005%
5/6/2026 Assetmark Inc.827$206K0.0%-24.9%0.001%
5/6/2026 Main Street Group LTD141$35K0.0%N/A0.000%
5/6/2026 Bessemer Group Inc.772$193K0.0%+20.4%0.001%
5/6/2026 Allspring Global Investments Holdings LLC214$54K0.0%N/A0.000%
5/6/2026 Independent Financial Group LLC7,635$1.90M0.1%N/A0.013%
5/6/2026 Prosperity Consulting Group LLC292,068$72.68M3.2%+45.6%0.495%
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5/5/2026 Rockport Wealth LLC1,150$286K0.1%-76.3%0.002%
5/5/2026 Bank of New York Mellon Corp4,040$1.01M0.0%+1.7%0.007%
5/5/2026 Milestone Investment Advisors LLC21,348$5.31M1.3%+0.7%0.036%
5/5/2026 Seros Financial LLC4,137$1.03M0.7%-90.1%0.007%
5/5/2026 Geneos Wealth Management Inc.4,367$1.09M0.0%-80.0%0.007%
5/5/2026 Sanctuary Advisors LLC39,938$9.94M0.1%+46.2%0.068%
5/5/2026 Sigma Planning Corp3,666$912K0.0%+5.5%0.006%
5/5/2026 Nwam LLC16,822$4.19M0.2%+3.7%0.028%
5/4/2026 Bryn Mawr Trust Advisors LLC258,769$64.39M3.1%-1.6%0.438%
5/4/2026 HBW Advisory Services LLC1,686$419K0.0%-3.0%0.003%
5/4/2026 NWF Advisory Services Inc.1,500$373K0.0%+8.9%0.003%
5/4/2026 Principal Financial Group Inc.23,384$5.82M0.0%+63.3%0.040%
5/2/2026 Valmark Advisers Inc.105,934$26.36M0.3%+3.3%0.179%
5/1/2026 Midwest Trust Co8,405$2.09M0.0%+10.8%0.014%
5/1/2026 Fifth Third Bancorp18,278$4.55M0.0%+242.9%0.031%
5/1/2026 Sovran Advisors LLC15,451$3.85M0.3%+4.4%0.026%
5/1/2026 American Trust2,441$607K0.1%+4.7%0.004%
5/1/2026 Darwin Wealth Management LLC2,864$713K0.2%-12.3%0.005%
5/1/2026 Simplicity Wealth LLC64,138$15.96M0.9%+7.7%0.109%
5/1/2026 Sequoia Financial Advisors LLC5,372$1.34M0.0%-0.9%0.009%
4/30/2026 Financial Freedom LLC14,041$3.49M1.7%-5.0%0.024%
4/30/2026 Kestra Advisory Services LLC100,503$25.01M0.1%+6.4%0.170%
4/30/2026 Money Concepts Capital Corp8,439$2.10M0.1%-6.0%0.014%
4/30/2026 Cahaba Wealth Management Inc.3,722$926K0.1%+7.9%0.006%
4/30/2026 IAG Wealth Partners LLC42,383$10.55M1.2%+14.2%0.072%
4/29/2026 KERR FINANCIAL PLANNING Corp4,606$1.15M1.5%+4.0%0.008%
4/29/2026 Horst & Graben Wealth Management LLC58,824$14.64M2.1%+2.3%0.100%
4/29/2026 Centerpoint Advisory Group865$215K0.2%+13.1%0.001%
4/29/2026 Fischer Financial Services Inc.85,244$21.21M7.1%+1.9%0.144%
4/29/2026 Kiley Juergens Wealth Management LLC1,305$325K0.1%N/A0.002%
4/28/2026 FLP Wealth Management LLC6,856$1.71M2.8%+13.9%0.012%
4/28/2026 Stephens Inc. AR20,335$5.06M0.1%-4.3%0.034%
4/28/2026 B.O.S.S. Retirement Advisors LLC11,576$2.88M0.9%-11.7%0.020%
4/28/2026 Berger Financial Group Inc22,040$5.48M0.3%+3.9%0.037%
4/28/2026 WBH Advisory Inc.6,523$1.64M0.1%+4.9%0.011%
4/28/2026 QRG Capital Management Inc.810$202K0.0%N/A0.001%
4/27/2026 Arcadia Wealth Management LLC8,022$2.00M0.7%-1.8%0.014%
4/27/2026 HB Wealth Management LLC1,627$405K0.0%+21.3%0.003%
4/27/2026 PFG Investments LLC19,680$4.90M0.2%N/A0.033%
4/27/2026 Baer Investment Advisory LLC462,598$115.11M14.1%N/A0.783%
4/27/2026 World Investment Advisors5,351$1.33M0.0%-71.1%0.009%
4/27/2026 Private Advisor Group LLC50,738$12.63M0.1%+26.0%0.086%
4/27/2026 Y Intercept Hong Kong Ltd1,557$387K0.0%N/A0.003%
4/25/2026 Able Wealth Management LLC3,135$780K0.2%-37.2%0.005%
4/24/2026 Capital Asset Advisory Services LLC29,063$7.23M0.3%+2.6%0.049%
4/24/2026 Prospect Financial Services LLC3,208$798K0.5%-14.9%0.005%
4/24/2026 Essex Financial Services Inc.3,175$790K0.0%+5.2%0.005%
4/24/2026 James Investment Research Inc.997$248K0.0%-7.4%0.002%
4/24/2026 Whelan Financial9,672$2.41M0.7%-0.9%0.016%
4/24/2026 Key Financial Inc564$140K0.0%+131.1%0.001%
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4/24/2026 Harbor Investment Advisory LLC29,391$7.31M0.6%+0.5%0.050%
4/24/2026 SMART Wealth LLC5,758$1.43M0.4%+12.7%0.010%
4/23/2026 Daviman Financial LLC2,026$504K0.3%-24.1%0.003%
4/23/2026 Mayflower Financial Advisors LLC6,982$1.74M0.2%+1.6%0.012%
4/23/2026 626 Financial LLC31,646$7.88M3.5%-18.1%0.054%
4/23/2026 Flagstar Advisors Inc.17,270$4.30M1.6%-2.3%0.029%
4/23/2026 Ameliora Wealth Management Ltd.17,244$4.29M1.4%-53.8%0.029%
4/23/2026 Asset Allocation Strategies LLC50,576$12.59M2.2%+5.5%0.086%
4/23/2026 Networth Advisors LLC3,269$813K0.6%-4.2%0.006%
4/22/2026 Janney Montgomery Scott LLC24,988$6.22M0.0%+2.9%0.042%


IWY Institutional Ownership - Frequently Asked Questions

During the previous two years, 700 institutional investors and hedge funds held shares of iShares Russell Top 200 Growth ETF. The most heavily invested institutionals were TIAA Trust National Association ($1.63B), Envestnet Portfolio Solutions Inc. ($1.32B), First Citizens Bank & Trust Co. ($1.13B), Ameriprise Financial Inc. ($869.83M), Bank of America Corp DE ($835.45M), LPL Financial LLC ($662.06M), and Mariner LLC ($406.01M).Learn more on iShares Russell Top 200 Growth ETF's institutional investors.

Of the 621 institutional investors that purchased iShares Russell Top 200 Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Williams Financial LLC ($6.99M), Envestnet Asset Management Inc. ($3.49M), Bank of America Corp DE ($1.26M), Ameriprise Financial Inc. ($1.13M), Clark Capital Management Group Inc. ($1.07M), Strategic Financial Concepts LLC ($808.99K), and SVB Wealth LLC ($707.28K).

Institutional investors have bought a total of 9,123,184 shares in the last 24 months. This purchase volume represents approximately $2.38B in transactions.

Of the 303 institutional investors that sold iShares Russell Top 200 Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Citizens Bank & Trust Co. ($385.71K), Envestnet Portfolio Solutions Inc. ($369.39K), Two Sigma Investments LP ($293K), TIAA Trust National Association ($224.00K), Truist Financial Corp ($137.93K), Thrivent Financial for Lutherans ($130.68K), and Orion Porfolio Solutions LLC ($111.35K).

Institutional investors have sold a total of 3,907,659 shares in the last 24 months. This volume of shares sold represents approximately $1.04B in transactions.


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This page (NYSEARCA:IWY) was last updated on 5/25/2026 by MarketBeat.com Staff.
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