ISHARES RUSSELL TOP 200 GROW IWY
$283.39
-1.5% 52w: $233.26 – $301.87
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data233.26267.57301.87
Jun 20, 2025 Jul 2, 2026
Institutional holders
635
-9 QoQ
13F value
$10.75B
-8.9% QoQ
Smart-money holders
10
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
1.8×
$2.1M calls / $1.2M puts
Institutional value by quarter
Number of holders
Who owns IWY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 5.1M | $1.26B | 4.9% | — |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 4.7M | $1.18B | 6.5% | -0.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.5M | $881.2M | 0.2% | -0.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.4M | $835.4M | 0.1% | +58.6% |
| LPL Financial LLC | Bank broker | 2.4M | $594.1M | 0.2% | -0.1% |
| Mariner, LLC | Diversified mechanical | 1.4M | $346.9M | 0.4% | -4.9% |
| MORGAN STANLEY | Bank broker | 1.4M | $337.1M | 0.0% | +2.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 916.7K | $228.1M | 0.3% | +4.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 738.4K | $183.8M | 0.0% | +2.6% |
| AE Wealth Management LLC | Wealth advisor | 658.9K | $164.0M | 0.9% | +3.3% |
| Boulay Financial Advisors, LLC | Wealth advisor | 610.1K | $151.8M | 17.4% | +3.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 568.0K | $141.4M | 0.2% | +5.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 562.9K | $140.1M | 0.0% | +8.2% |
| FIRST CITIZENS BANK & TRUST CO | Wealth advisor | 4.5M | $125.4M | 2.6% | -0.6% |
| Atlantic Union Bankshares Corp | Other | 499.5K | $124.3M | 2.4% | -1.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 476.4K | $118.6M | 0.0% | +17.9% |
| VICTORY FINANCIAL GROUP, LLC | Wealth advisor | 462.6K | $115.1M | 14.1% | +3.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 459.9K | $114.4M | 0.2% | -10.9% |
| UBS Group AG | Bank broker | 426.8K | $106.2M | 0.0% | +2.8% |
| Lido Advisors, LLC | Wealth advisor | 426.3K | $106.1M | 0.4% | -7.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 394.3K | $98.1M | 0.3% | +3.3% |
| Cetera Investment Advisers | Wealth advisor | 373.8K | $93.0M | 0.1% | +4.4% |
| Wilmington Savings Fund Society, FSB | Diversified mechanical | 372.7K | $92.7M | 2.2% | -0.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 359.8K | $89.5M | 0.2% | +2.9% |
| First Citizens Asset Management, Inc. | Wealth advisor | 302.8K | $75.4M | 26.7% | +3.0% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 302.0K | $75.1M | 0.1% | +12.2% |
| Prosperity Consulting Group, LLC | Wealth advisor | 292.1K | $72.7M | 3.2% | +45.6% |
| SVB WEALTH LLC | Quant stat arb | 272.4K | $67.8M | 4.5% | -9.9% |
| ROYAL BANK OF CANADA | Bank broker | 263.9K | $65.7M | 0.0% | +3.2% |
| Bryn Mawr Trust Advisors, LLC | Other | 258.8K | $64.4M | 3.1% | -1.6% |
| Portfolio Strategies, Inc. | Wealth advisor | 248.5K | $61.8M | 7.6% | -1.9% |
| DAVENPORT & Co LLC | Diversified mechanical | 221.9K | $55.2M | 0.3% | +20.1% |
| TIAA TRUST, NATIONAL ASSOCIATION | Wealth advisor | 207.5K | $51.6M | 3.1% | -96.5% |
| SOA Wealth Advisors, LLC. | Wealth advisor | 206.9K | $51.5M | 9.7% | -17.3% |
| Intelligence Driven Advisers, LLC | Wealth advisor | 205.8K | $51.2M | 8.9% | -17.2% |
| Wharton Business Group, LLC | Wealth advisor | 201.4K | $50.1M | 1.9% | +0.1% |
| HANTZ FINANCIAL SERVICES, INC. | Wealth advisor | 191.6K | $47.7M | 0.7% | +6.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 186.7K | $45.0M | 0.0% | +29.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 180.2K | $44.8M | 0.2% | +8.7% |
| Perennial Investment Advisors, LLC | Wealth advisor | 168.2K | $41.9M | 3.3% | +20.9% |
| Kingdom Financial Group LLC. | Wealth advisor | 168.3K | $41.9M | 12.0% | +8.9% |
| Lloyd Advisory Services, LLC. | Wealth advisor | 168.3K | $41.9M | 12.0% | +3177.4% |
| One Capital Management, LLC | Wealth advisor | 163.0K | $40.6M | 1.1% | +93.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 156.8K | $39.0M | 0.5% | -4.9% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 150.5K | $37.5M | 0.5% | -6.5% |
| MONECO ADVISORS, LLC | Wealth advisor | 150.3K | $37.4M | 2.9% | +10.1% |
| Aspire Capital Advisors LLC | Wealth advisor | 145.2K | $36.1M | 8.1% | +24.0% |
| Richard P Slaughter Associates Inc | Wealth advisor | 142.5K | $35.5M | 7.7% | -8.3% |
| Sterling Capital Management LLC | Diversified mechanical | 139.3K | $34.7M | 0.7% | +27.0% |
| ProVise Management Group, LLC | Other | 133.0K | $33.1M | 2.4% | +3.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.