ISHARES RUSSELL TOP 200 GROW (IWY) Institutional Shareholders
ISHARES RUSSELL TOP 200 GROW (IWY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $11.52B in IWY holdings during the latest filing period.
Tiaa-Cref Individual & Institutional Services, Llc is currently the largest disclosed institutional shareholder of IWY tracked by InsiderSet, reporting ownership valued at approximately $1.26B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.40B, representing an estimated gain of +11.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed IWY value among the investors covered in this analysis. Major shareholders include Tiaa-Cref Individual & Institutional Services, Llc, Envestnet Portfolio Solutions, Inc., First Citizens Bank & Trust Co, and several other long-term asset managers with concentrated positions in ISHARES RUSSELL TOP 200 GROW (IWY).
This page ranks the largest institutional IWY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
654
Total Reported Value
$11.52B
Largest Holder
Tiaa-Cref Individual & Institutional Services, Llc
Largest Position
$1.26B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | 4.86% | 5,073,815 | $1,262,568,141 | $1,402,300,990 | +$139,732,849 | +11.07% | |
| Envestnet Portfolio Solutions, Inc. | 5.06% | 3,635,042 | $1,056,415,796 | $1,004,652,908 | -$51,762,888 | -4.90% | |
| First Citizens Bank & Trust Co | 14.89% | 3,425,577 | $995,541,186 | $946,760,971 | -$48,780,215 | -4.90% | |
| Ameriprise Financial Inc | 0.20% | 3,541,861 | $881,240,605 | $978,899,543 | +$97,658,938 | +11.08% | |
| Bank Of America Corp | 0.06% | 3,357,374 | $835,448,924 | $927,911,026 | +$92,462,102 | +11.07% | |
| Lpl Financial Llc | 0.16% | 2,387,655 | $594,143,961 | $659,900,089 | +$65,756,128 | +11.07% | |
| Mariner, Llc | 0.40% | 1,393,999 | $346,863,042 | $385,273,444 | +$38,410,402 | +11.07% | |
| Morgan Stanley | 0.02% | 1,354,526 | $337,060,780 | $374,363,896 | +$37,303,116 | +11.07% | |
| Commonwealth Equity Services, Llc | 0.30% | 828,066 | $240,652,612 | $228,860,881 | -$11,791,731 | -4.90% | |
| Wells Fargo & Company/Mn | 0.04% | 738,446 | $183,754,832 | $204,091,705 | +$20,336,873 | +11.07% | |
| Boulay Financial Advisors, Llc | 17.42% | 610,081 | $151,812,565 | $168,614,187 | +$16,801,622 | +11.07% | |
| Osaic Holdings, Inc. | 0.21% | 568,039 | $141,432,415 | $156,994,619 | +$15,562,204 | +11.00% | |
| Raymond James Financial Inc | 0.04% | 562,937 | $140,081,294 | $155,584,528 | +$15,503,234 | +11.07% | |
| Victory Financial Group, Llc | 13.84% | 453,284 | $131,733,453 | $125,278,632 | -$6,454,821 | -4.90% | |
| Truist Financial Corp | 0.15% | 443,280 | $128,825,937 | $122,513,726 | -$6,312,211 | -4.90% | |
| Atlantic Union Bankshares Corp | 2.39% | 499,514 | $124,299,064 | $138,055,679 | +$13,756,615 | +11.07% | |
| Envestnet Asset Management Inc | 0.03% | 399,156 | $116,002,687 | $110,318,735 | -$5,683,952 | -4.90% | |
| Baer Investment Advisory Llc | 14.14% | 462,598 | $115,112,867 | $127,852,835 | +$12,739,968 | +11.07% | |
| Ubs Group Ag | 0.02% | 426,828 | $106,211,879 | $117,966,723 | +$11,754,844 | +11.07% | |
| Lido Advisors, Llc | 0.42% | 426,268 | $106,072,886 | $117,811,950 | +$11,739,064 | +11.07% | |
| Wilmington Savings Fund Society, Fsb | 2.34% | 360,678 | $104,820,240 | $99,684,186 | -$5,136,054 | -4.90% | |
| Mml Investors Services, Llc | 0.27% | 394,279 | $98,112,465 | $108,970,830 | +$10,858,365 | +11.07% | |
| Cetera Investment Advisers | 0.10% | 373,839 | $93,026,134 | $103,321,623 | +$10,295,489 | +11.07% | |
| Davenport & Co Llc | 0.46% | 310,652 | $90,281,610 | $85,858,000 | -$4,423,610 | -4.90% | |
| First Citizens Asset Management, Inc. | 27.51% | 296,224 | $86,088,654 | $81,870,389 | -$4,218,265 | -4.90% | |
| Svb Wealth Llc | 5.39% | 294,116 | $85,475,938 | $81,287,780 | -$4,188,158 | -4.90% | |
| Two Sigma Investments, Lp | 0.06% | 302,000 | $75,149,680 | $83,466,760 | +$8,317,080 | +11.07% | |
| Bryn Mawr Trust Advisors, Llc | 3.24% | 255,752 | $74,326,682 | $70,684,738 | -$3,641,944 | -4.90% | |
| Prosperity Consulting Group, Llc | 3.24% | 292,068 | $72,678,082 | $80,721,754 | +$8,043,672 | +11.07% | |
| Kestra Advisory Services, Llc | 0.23% | 239,884 | $69,715,038 | $66,299,140 | -$3,415,898 | -4.90% | |
| Royal Bank Of Canada | 0.01% | 263,939 | $65,678,000 | $72,947,461 | +$7,269,461 | +11.07% | |
| Portfolio Strategies, Inc. | 7.62% | 248,470 | $61,838,083 | $68,672,139 | +$6,834,056 | +11.05% | |
| Soa Wealth Advisors, Llc. | 10.20% | 208,928 | $60,718,758 | $57,743,521 | -$2,975,237 | -4.90% | |
| Tiaa Trust, National Association | 3.14% | 207,497 | $51,633,554 | $57,348,021 | +$5,714,467 | +11.07% | |
| Intelligence Driven Advisers, Llc | 8.93% | 205,774 | $51,204,868 | $56,871,818 | +$5,666,950 | +11.07% | |
| Wharton Business Group, Llc | 1.89% | 201,369 | $50,108,662 | $55,654,364 | +$5,545,702 | +11.07% | |
| Jones Financial Companies Lllp | 0.02% | 186,712 | $44,952,369 | $51,603,463 | +$6,651,094 | +14.80% | |
| Kestra Private Wealth Services, Llc | 0.49% | 153,748 | $44,682,139 | $42,492,872 | -$2,189,267 | -4.90% | |
| Private Advisor Group, Llc | 0.20% | 152,777 | $44,399,984 | $42,224,507 | -$2,175,477 | -4.90% | |
| Perennial Investment Advisors, Llc | 3.34% | 168,225 | $41,880,737 | $46,494,026 | +$4,613,289 | +11.02% | |
| Kingdom Financial Group Llc. | 11.98% | 168,261 | $41,870,005 | $46,503,975 | +$4,633,970 | +11.07% | |
| Lloyd Advisory Services, Llc. | 11.98% | 168,261 | $41,870,005 | $46,503,975 | +$4,633,970 | +11.07% | |
| Lifewealth Investments, Llc | 10.93% | 140,725 | $40,897,417 | $38,893,576 | -$2,003,842 | -4.90% | |
| One Capital Management, Llc | 1.11% | 162,986 | $40,557,554 | $45,046,071 | +$4,488,517 | +11.07% | |
| Sterling Capital Management Llc | 0.66% | 134,720 | $39,152,326 | $37,233,914 | -$1,918,412 | -4.90% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.51% | 134,581 | $39,111,931 | $37,195,497 | -$1,916,434 | -4.90% | |
| Richard P Slaughter Associates Inc | 7.61% | 132,048 | $38,375,790 | $36,495,426 | -$1,880,364 | -4.90% | |
| Moneco Advisors, Llc | 2.90% | 150,279 | $37,395,425 | $41,534,110 | +$4,138,685 | +11.07% | |
| Aspire Capital Advisors Llc | 8.14% | 145,234 | $36,140,032 | $40,139,773 | +$3,999,741 | +11.07% | |
| Compton Wealth Advisory Group, Llc | 6.82% | 117,409 | $33,791,403 | $32,449,499 | -$1,341,904 | -3.97% |
Frequently asked questions about IWY
Who owns the most IWY stock?
The largest holders of IWY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES RUSSELL TOP 200 GROW (IWY).
Is IWY widely held by superinvestors?
Many widely followed stocks like IWY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IWY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.