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 $11.90B 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 $1.39B 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 $1.39B, representing an estimated loss of -0.17% 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

667

Total Reported Value

$11.90B

Largest Holder

Tiaa-Cref Individual & Institutional Services, Llc

Largest Position

$1.39B

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

52

Funds Exiting Positions

0

Page 1 of 14
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Tiaa-Cref Individual & Institutional Services, Llc4.78%4,777,201$1,388,350,174$1,386,057,098-$2,293,076-0.17%
Envestnet Portfolio Solutions, Inc.5.06%3,635,042$1,056,415,796$1,054,671,086-$1,744,710-0.17%
First Citizens Bank & Trust Co14.89%3,425,577$995,541,186$993,896,911-$1,644,275-0.17%
Ameriprise Financial Inc0.20%3,541,861$881,240,605$1,027,635,551+$146,394,946+16.61%
Bank Of America Corp0.06%3,357,374$835,448,924$974,108,492+$138,659,568+16.60%
Lpl Financial Llc0.15%2,348,860$682,625,538$681,498,240-$1,127,298-0.17%
Morgan Stanley0.02%1,353,744$393,425,486$392,775,284-$650,202-0.17%
Mariner, Llc0.30%992,209$288,355,768$287,879,519-$476,249-0.17%
Commonwealth Equity Services, Llc0.30%828,066$240,652,612$240,255,069-$397,543-0.17%
Wells Fargo & Company/Mn0.04%738,446$183,754,832$214,252,722+$30,497,890+16.60%
Boulay Financial Advisors, Llc16.60%617,030$179,321,333$179,025,084-$296,249-0.17%
Atlantic Union Bankshares Corp2.72%560,723$162,957,318$162,688,171-$269,147-0.17%
Osaic Holdings, Inc.0.21%568,039$141,432,415$164,810,835+$23,378,420+16.53%
Raymond James Financial Inc0.04%562,937$140,081,294$163,330,541+$23,249,247+16.60%
Victory Financial Group, Llc13.84%453,284$131,733,453$131,515,820-$217,633-0.17%
Truist Financial Corp0.15%443,280$128,825,937$128,613,259-$212,678-0.17%
Ubs Group Ag0.02%424,651$123,412,074$123,208,241-$203,833-0.17%
Mml Investors Services, Llc0.24%410,157$119,199,790$119,002,952-$196,838-0.17%
Lido Advisors, Llc0.42%402,312$116,920,229$116,726,804-$193,425-0.17%
Envestnet Asset Management Inc0.03%399,156$116,002,687$115,811,122-$191,565-0.17%
Cetera Investment Advisers0.10%382,891$111,275,642$111,091,995-$183,647-0.17%
Wilmington Savings Fund Society, Fsb2.34%360,678$104,820,240$104,647,115-$173,125-0.17%
Davenport & Co Llc0.46%310,652$90,281,610$90,132,571-$149,039-0.17%
First Citizens Asset Management, Inc.27.51%296,224$86,088,654$85,946,431-$142,223-0.17%
Svb Wealth Llc5.39%294,116$85,475,938$85,334,816-$141,122-0.17%
Two Sigma Investments, Lp0.06%302,000$75,149,680$87,622,280+$12,472,600+16.60%
Bryn Mawr Trust Advisors, Llc3.24%255,752$74,326,682$74,203,885-$122,797-0.17%
Prosperity Consulting Group, Llc2.71%246,540$71,649,392$71,531,116-$118,276-0.17%
Kestra Advisory Services, Llc0.23%239,884$69,715,038$69,599,944-$115,094-0.17%
Portfolio Strategies, Inc.6.47%227,020$65,976,333$65,867,583-$108,750-0.16%
Royal Bank Of Canada0.01%263,939$65,678,000$76,579,261+$10,901,261+16.60%
Soa Wealth Advisors, Llc.10.20%208,928$60,718,758$60,618,370-$100,388-0.17%
Intelligence Driven Advisers, Llc9.71%205,851$59,824,267$59,725,609-$98,658-0.16%
Wharton Business Group, Llc1.97%203,184$59,049,000$58,951,806-$97,194-0.16%
Tiaa Trust, National Association3.34%194,546$56,538,959$56,445,576-$93,383-0.17%
Kingdom Financial Group Llc.13.46%181,309$52,692,098$52,604,993-$87,105-0.17%
Newedge Advisors, Llc0.15%172,484$50,127,232$50,044,508-$82,724-0.17%
Jones Financial Companies Lllp0.02%186,712$44,952,369$54,172,620+$9,220,251+20.51%
Kestra Private Wealth Services, Llc0.49%153,748$44,682,139$44,608,445-$73,694-0.16%
Private Advisor Group, Llc0.20%152,777$44,399,984$44,326,719-$73,265-0.17%
Moneco Advisors, Llc2.65%149,208$43,362,789$43,291,209-$71,580-0.17%
Perennial Investment Advisors, Llc3.34%168,225$41,880,737$48,808,802+$6,928,065+16.54%
Aspire Capital Advisors Llc8.15%144,097$41,877,461$41,808,304-$69,157-0.17%
Lifewealth Investments, Llc10.93%140,725$40,897,417$40,829,952-$67,466-0.16%
One Capital Management, Llc1.13%162,986$40,557,554$47,288,758+$6,731,204+16.60%
Sterling Capital Management Llc0.66%134,720$39,152,326$39,087,661-$64,665-0.17%
Cliftonlarsonallen Wealth Advisors, Llc0.51%134,581$39,111,931$39,047,331-$64,600-0.17%
Richard P Slaughter Associates Inc7.61%132,048$38,375,790$38,312,407-$63,383-0.17%
Principal Financial Group Inc0.02%118,149$34,336,462$34,279,751-$56,711-0.17%
Compton Wealth Advisory Group, Llc6.82%117,409$33,791,403$34,065,047+$273,644+0.81%

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.