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iShares Russell Top 200 Growth ETF (IWY) Institutional Ownership

iShares Russell Top 200 Growth ETF logo
$292.62 -0.67 (-0.23%)
As of 10:28 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell Top 200 Growth ETF (NYSEARCA:IWY)

Number of
Institutional Buyers
(last 12 months)
406
Total
Institutional Inflows
(last 12 months)
$1.89B
Number of
Institutional Sellers
(last 12 months)
279
Total
Institutional Outflows
(last 12 months)
$881.18M
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IWY Institutional Buying and Selling by Quarter

iShares Russell Top 200 Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Compass Financial Management LLC316$92K0.0%N/A0.001%
7/21/2026 Merit Financial Group LLC97,027$28.20M0.1%-2.5%0.167%
7/18/2026 Merit Financial Group LLC97,027$28.20M0.2%-2.5%0.167%
7/17/2026 Burns Matteson Capital Management LLC32,859$9.55M3.0%-2.3%0.057%
7/17/2026 Sequoia Financial Advisors LLC5,701$1.66M0.0%+6.1%0.010%
7/16/2026 Independent Financial Group LLC9,719$2.83M0.1%+27.3%0.017%
7/15/2026 Cliftonlarsonallen Wealth Advisors LLC134,581$39.11M0.5%-10.6%0.231%
7/15/2026 Spire Wealth Management879$256K0.0%-87.5%0.002%
7/15/2026 Brookstone Capital Management115,100$33.45M0.3%+9.7%0.198%
7/15/2026 Wealth Enhancement Advisory Services LLC15,097$4.39M0.0%-39.8%0.026%
7/13/2026 CGC Financial Services LLC47,947$13.93M3.1%+25.3%0.082%
7/13/2026 DAVENPORT & Co LLC310,652$90.28M0.4%+40.0%0.533%
7/10/2026 Investors Research Corp81,693$23.74M4.2%-1.0%0.140%
7/10/2026 Processus Wealth & Capital Management LLC30,982$9.00M5.3%-2.9%0.053%
7/10/2026 Heck Capital Advisors LLC1,285$373K0.0%-81.2%0.002%
7/10/2026 GenWealth Group Inc.2,558$743K0.1%-16.3%0.004%
7/10/2026 Dagco Inc.4,828$1.40M0.3%N/A0.008%
7/10/2026 KMG Fiduciary Partners LLC2,362$686K0.1%+2.3%0.004%
7/10/2026 Wealthcare Advisory Partners LLC34,206$9.94M0.2%-1.6%0.059%
7/10/2026 Warner Financial Inc.809$235K0.1%N/A0.001%
7/9/2026 Key Client Fiduciary Advisors LLC2,825$821K0.2%-1.8%0.005%
7/9/2026 Tenzing Financial LLC1,226$353K0.2%N/A0.002%
7/9/2026 Focus Financial Network Inc.8,973$2.61M0.1%+1.1%0.015%
7/9/2026 Tactive Advisors LLC7,112$2.07M0.5%+3.1%0.012%
7/9/2026 OxenFree Capital LLC11,840$3.36M1.5%-5.6%0.020%
7/9/2026 Valeo Financial Advisors LLC721$209K0.0%N/A0.001%
7/9/2026 Crumly & Associates Inc.40,226$11.69M2.2%-1.9%0.069%
7/9/2026 Private Wealth Group LLC1,221$355K0.1%N/A0.002%
7/8/2026 Gradient Investments LLC16,519$4.80M0.1%+9.6%0.028%
7/8/2026 First Heartland Consultants Inc.2,582$750K0.0%-6.6%0.004%
7/8/2026 Cooper Financial Group14,671$4.26M0.4%+4.2%0.025%
7/8/2026 Apella Capital LLC2,403$682K0.0%-4.0%0.004%
7/7/2026 Post Resch Tallon Group Inc.7,613$2.21M1.5%-2.3%0.013%
7/7/2026 Dynamic Advisor Solutions LLC2,049$595K0.0%-27.5%0.004%
7/7/2026 Willner & Heller LLC749$218K0.1%N/A0.001%
7/7/2026 Avior Wealth Management LLC15,380$4.47M0.1%-3.1%0.026%
7/7/2026 Wisconsin Wealth Advisors LLC844$245K0.2%N/A0.001%
7/7/2026 CoreCap Advisors LLC2,320$674K0.0%+6.8%0.004%
6/3/2026 Parallel Advisors LLC2,763$688K0.0%+113.0%0.005%
6/3/2026 NewEdge Advisors LLC180,190$44.84M0.2%+8.7%0.305%
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6/2/2026 Optiver Holding B.V.2,821$702K0.0%N/A0.005%
6/1/2026Concorde Asset Management LLC16,192$4.03M2.0%-33.7%0.027%
6/1/2026Keel Point LLC12,599$3.14M0.2%+11.9%0.021%
5/28/2026Cozad Asset Management Inc.33,655$8.38M0.7%+10.9%0.057%
5/28/2026 Maripau Wealth Management LLC1,638$408K0.2%-12.8%0.003%
5/26/2026 Glenmede Trust Co. NA9,992$2.49M0.0%-5.0%0.017%
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%
5/19/2026Western Wealth Management LLC8,833$2.20M0.1%+7.2%0.015%
5/19/2026McIlrath & Eck LLC23,663$5.89M0.4%+3.6%0.040%
5/19/2026 Cornerstone Wealth LLC TN27,574$6.86M3.9%N/A0.047%
5/19/2026Bank 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%
5/18/2026Sunbelt Securities Inc.213$53K0.0%-72.9%0.000%
5/18/2026Royal Bank of Canada263,939$65.68M0.0%+3.2%0.447%
5/18/2026Evelyn Partners Asset Management Ltd425$106K0.0%N/A0.001%
5/16/2026Quantinno Capital Management LP3,356$835K0.0%+13.1%0.006%
5/16/2026Family 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%
5/15/2026Bawa 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%
5/15/2026Waverly Advisors LLC113,353$28.21M0.2%+1.4%0.192%
5/14/2026Renaissance Technologies LLC21,280$5.30M0.0%+2,433.3%0.036%
5/14/2026Hilltop 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%
5/14/2026Gibbs 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%
5/13/2026Envision Financial Transparency LLC22,476$5.59M5.4%N/A0.038%
5/13/2026Arvest 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%
5/6/2026FSA 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%
5/6/2026Allspring Global Investments Holdings LLC214$54K0.0%N/A0.000%
5/6/2026 Independent Financial Group LLC7,635$1.90M0.1%N/A0.013%
5/6/2026Prosperity Consulting Group LLC292,068$72.68M3.2%+45.6%0.495%
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%
5/5/2026Milestone Investment Advisors LLC21,348$5.31M1.3%+0.7%0.036%
5/5/2026Seros Financial LLC4,137$1.03M0.7%-90.1%0.007%
Iran War: What Happened at 1:11 P.M. Outside D.C.? (Ad)

A source with ties to Saudi Arabia, the UAE, and the U.S. State Department revealed details of a potential 7 trillion dollar financial story unfolding behind the Iran conflict. Addison Wiggin, founder of the Grey Swan Investment Fraternity, investigated the claims himself and found enough corroboration to bring the story forward. The full account follows the money behind the headlines and shows why the Iran situation may look very different than reported.tc pixel

See the full investigation into the Iran money trail now
5/5/2026 Geneos Wealth Management Inc.4,367$1.09M0.0%-80.0%0.007%
5/5/2026Sanctuary 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%


IWY Institutional Ownership - Frequently Asked Questions

During the previous two years, 694 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 615 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: Envestnet Asset Management Inc. ($3.27M), Bank of America Corp DE ($1.26M), Ameriprise Financial Inc. ($1.13M), Clark Capital Management Group Inc. ($1.07M), SVB Wealth LLC ($648.23K), Boulay Financial Advisors LLC ($603.22K), and Strategic Financial Concepts LLC ($588.16K).

Institutional investors have bought a total of 7,109,621 shares in the last 24 months. This purchase volume represents approximately $1.89B in transactions.

Of the 278 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. ($295.16K), Two Sigma Investments LP ($293K), Envestnet Portfolio Solutions Inc. ($273.21K), TIAA Trust National Association ($224.00K), Thrivent Financial for Lutherans ($130.68K), Orion Porfolio Solutions LLC ($111.35K), and Bank of America Corp DE ($96.40K).

Institutional investors have sold a total of 3,255,809 shares in the last 24 months. This volume of shares sold represents approximately $881.18M in transactions.


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Institutional ownership data for NYSEARCA:IWY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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