IWY Institutional Ownership & Shareholders
ISHARES RUSSELL TOP 200 GROW (IWY) is currently held by 676 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.97B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Tiaa-Cref Individual & Institutional Services, Llc is currently the largest disclosed institutional shareholder of IWY tracked by InsiderSet, reporting ownership valued at approximately $1.39B in its June 30, 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 $1.32B, representing an estimated loss of -4.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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., Ameriprise Financial Inc, 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
676
Total Reported Value
$11.97B
Largest Holder
Tiaa-Cref Individual & Institutional Services, Llc
Largest Position
$1.39B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
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 | 4.78% | 4,777,201 | $1,388,350,174 | $1,322,329,237 | -$66,020,937 | -4.76% | |
| Envestnet Portfolio Solutions, Inc. | 5.05% | 3,635,042 | $1,056,415,796 | $1,006,179,626 | -$50,236,170 | -4.76% | |
| Ameriprise Financial Inc | 0.21% | 3,526,143 | $1,024,749,364 | $976,036,382 | -$48,712,982 | -4.75% | |
| Bank Of America Corp | 0.06% | 3,371,795 | $979,910,922 | $933,312,856 | -$46,598,066 | -4.76% | |
| Lpl Financial Llc | 0.15% | 2,348,860 | $682,625,538 | $650,164,448 | -$32,461,090 | -4.76% | |
| First Citizens Bank & Trust Co | 7.56% | 1,724,186 | $508,479,692 | $477,254,685 | -$31,225,007 | -6.14% | |
| Morgan Stanley | 0.02% | 1,353,744 | $393,425,486 | $374,716,339 | -$18,709,147 | -4.76% | |
| Mariner, Llc | 0.30% | 992,209 | $288,355,768 | $274,643,451 | -$13,712,317 | -4.76% | |
| Commonwealth Equity Services, Llc | 0.30% | 790,751 | $233,200,333 | $218,879,877 | -$14,320,456 | -6.14% | |
| Wells Fargo & Company/Mn | 0.04% | 773,855 | $224,897,584 | $214,203,064 | -$10,694,520 | -4.76% | |
| Osaic Holdings, Inc. | 0.21% | 622,017 | $180,894,049 | $172,174,306 | -$8,719,743 | -4.82% | |
| Boulay Financial Advisors, Llc | 16.60% | 617,030 | $179,321,333 | $170,793,904 | -$8,527,429 | -4.76% | |
| Raymond James Financial Inc | 0.05% | 593,910 | $172,602,165 | $164,394,288 | -$8,207,877 | -4.76% | |
| Atlantic Union Bankshares Corp | 2.72% | 560,723 | $162,957,318 | $155,208,126 | -$7,749,192 | -4.76% | |
| Victory Financial Group, Llc | 12.81% | 467,852 | $137,974,104 | $129,501,434 | -$8,472,670 | -6.14% | |
| Truist Financial Corp | 0.16% | 449,370 | $132,523,607 | $124,385,616 | -$8,137,991 | -6.14% | |
| Ubs Group Ag | 0.02% | 424,651 | $123,412,074 | $117,543,397 | -$5,868,677 | -4.76% | |
| Mml Investors Services, Llc | 0.24% | 410,157 | $119,199,790 | $113,531,458 | -$5,668,332 | -4.76% | |
| Lido Advisors, Llc | 0.42% | 402,312 | $116,920,229 | $111,359,962 | -$5,560,267 | -4.76% | |
| Envestnet Asset Management Inc | 0.03% | 399,156 | $116,002,687 | $110,486,381 | -$5,516,306 | -4.76% | |
| Davenport & Co Llc | 0.58% | 380,899 | $112,330,824 | $105,432,843 | -$6,897,981 | -6.14% | |
| Cetera Investment Advisers | 0.10% | 382,891 | $111,275,642 | $105,984,229 | -$5,291,413 | -4.76% | |
| Wilmington Savings Fund Society, Fsb | 2.34% | 348,216 | $102,692,380 | $96,386,189 | -$6,306,191 | -6.14% | |
| First Citizens Asset Management, Inc. | 27.51% | 296,224 | $86,088,654 | $81,994,803 | -$4,093,851 | -4.76% | |
| Svb Wealth Llc | 5.39% | 294,116 | $85,475,938 | $81,411,309 | -$4,064,629 | -4.76% | |
| Royal Bank Of Canada | 0.01% | 270,034 | $78,477,000 | $74,745,411 | -$3,731,589 | -4.76% | |
| Bryn Mawr Trust Advisors, Llc | 3.24% | 255,752 | $74,326,682 | $70,792,154 | -$3,534,528 | -4.76% | |
| Prosperity Consulting Group, Llc | 2.71% | 246,540 | $71,649,392 | $68,242,272 | -$3,407,120 | -4.76% | |
| Kestra Advisory Services, Llc | 0.20% | 242,612 | $71,548,735 | $67,155,002 | -$4,393,733 | -6.14% | |
| Portfolio Strategies, Inc. | 6.47% | 227,020 | $65,976,333 | $62,839,136 | -$3,137,197 | -4.76% | |
| Soa Wealth Advisors, Llc. | 10.20% | 208,928 | $60,718,758 | $57,831,270 | -$2,887,488 | -4.76% | |
| Jones Financial Companies Lllp | 0.02% | 216,668 | $60,272,660 | $59,973,702 | -$298,958 | -0.50% | |
| Wharton Business Group, Llc | 1.97% | 203,184 | $59,049,000 | $56,241,331 | -$2,807,669 | -4.75% | |
| Intelligence Driven Advisers, Llc | 10.18% | 200,044 | $58,994,940 | $55,372,179 | -$3,622,761 | -6.14% | |
| Hantz Financial Services, Inc. | 0.79% | 200,440 | $58,252,000 | $55,481,792 | -$2,770,208 | -4.76% | |
| Tiaa Trust, National Association | 3.34% | 194,546 | $56,538,959 | $53,850,333 | -$2,688,626 | -4.76% | |
| Kingdom Financial Group Llc. | 13.46% | 181,309 | $52,692,098 | $50,186,331 | -$2,505,767 | -4.76% | |
| Perennial Investment Advisors, Llc | 3.41% | 175,672 | $51,077,639 | $48,626,010 | -$2,451,629 | -4.80% | |
| Newedge Advisors, Llc | 0.15% | 172,484 | $50,127,232 | $47,743,571 | -$2,383,661 | -4.76% | |
| Kestra Private Wealth Services, Llc | 0.51% | 162,120 | $47,810,908 | $44,874,816 | -$2,936,092 | -6.14% | |
| Private Advisor Group, Llc | 0.20% | 152,777 | $44,399,984 | $42,288,674 | -$2,111,310 | -4.76% | |
| Moneco Advisors, Llc | 2.65% | 149,208 | $43,362,789 | $41,300,774 | -$2,062,015 | -4.76% | |
| Lifewealth Investments, Llc | 11.77% | 143,533 | $42,329,419 | $39,729,934 | -$2,599,485 | -6.14% | |
| Aspire Capital Advisors Llc | 8.15% | 144,097 | $41,877,461 | $39,886,050 | -$1,991,411 | -4.76% | |
| One Capital Management, Llc | 1.13% | 162,986 | $40,557,554 | $45,114,525 | +$4,556,971 | +11.24% | |
| Waverly Advisors, Llc | 0.22% | 127,577 | $37,076,397 | $35,313,314 | -$1,763,083 | -4.76% | |
| Brookstone Capital Management | 0.36% | 124,129 | $36,607,022 | $34,358,907 | -$2,248,115 | -6.14% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.48% | 123,951 | $36,554,390 | $34,309,637 | -$2,244,753 | -6.14% | |
| Richard P Slaughter Associates Inc | 7.30% | 123,621 | $36,457,013 | $34,218,293 | -$2,238,720 | -6.14% | |
| Sterling Capital Management Llc | 0.73% | 122,269 | $36,058,351 | $33,844,059 | -$2,214,292 | -6.14% |
Frequently asked questions about IWY
Who are the largest institutional holders of IWY?
The largest institutional holders of IWY reported in the latest SEC Form 13F filings include Tiaa-Cref Individual & Institutional Services, Llc, Envestnet Portfolio Solutions, Inc., Ameriprise Financial Inc, Bank Of America Corp, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported IWY position.
What is IWY institutional ownership?
This page tracks IWY positions reported by institutional investment managers through SEC Form 13F. ISHARES RUSSELL TOP 200 GROW (IWY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IWY?
InsiderSet currently tracks 676 institutional managers reporting IWY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IWY shareholders.
How much IWY stock do institutions own?
Institutional investment managers disclosed approximately $11.97B in IWY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IWY institutional ownership last updated?
The latest IWY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IWY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IWY position after the reporting date.
Are institutions buying or selling IWY?
Institutional buying and selling can be analyzed by comparing IWY positions across consecutive 13F reporting periods. InsiderSet's IWY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IWY ownership changes.
How has IWY institutional ownership changed over time?
InsiderSet tracks IWY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.