Security record · archived quarter
IWY
iShares Russell Top 200 Growth ETF · Financial Services · Asset Management
66Tracked holders
-2Δ holders
17.53MShares held
$4.85BReported value
+0New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -2.9% ·
share flow +1.3% ·
net new positions -3.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 17.31K | $5.17M | +1 | −1 |
| Q2 2026 | 69 | +2 | 18.28M | $5.31B | +7 | −6 |
| Q1 2026 | 69 | +2 | 18.98M | $4.72B | +4 | −2 |
| Q4 2025 | 66 | -2 | 17.53M | $4.85B | n/a | −2 |
| Q3 2025 | 11 | +1 | 1.58M | $432.50M | +1 | n/a |
| Q2 2025 | 7 | +1 | 343.93K | $84.78M | +1 | n/a |
| Q1 2025 | 4 | 0 | 462.03K | $97.46M | +1 | −1 |
| Q4 2024 | 4 | -1 | 316.43K | $74.45M | +1 | −2 |
| Q3 2024 | 5 | 0 | 283.53K | $62.39M | +2 | −2 |
| Q2 2024 | 5 | n/a | 68.02K | $14.59M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 3.54M | n/a | $981.52M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 2.39M | n/a | $662.06M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.12M | n/a | $586.14M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Mariner, LLC | 1.47M | n/a | $406.01M | 0.5% | n/c | 1 | SEC ↗ ×4 |
| 5 | Morgan Stanley ✦ | 1.32M | +1.2% | $366.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 6 | Commonwealth Equity Services, Llc | 880.11K | n/a | $243.74M | 0.3% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 719.98K | n/a | $199.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 540.22K | n/a | $149.73M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 9 | Raymond James Financial Inc | 520.23K | n/a | $144.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Truist Financial Corp | 515.89K | n/a | $142.87M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 11 | Lido Advisors, LLC | 459.01K | n/a | $127.06M | 0.5% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 415.35K | n/a | $115.03M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Envestnet Asset Management Inc | 403.94K | n/a | $111.87M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 381.81K | n/a | $105.74M | 0.3% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 358.03K | n/a | $99.15M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 269.24K | +17849.3% | $74.56M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 17 | Royal Bank Of Canada | 255.83K | n/a | $70.85M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 18 | Jones Financial Companies Lllp | 144.38K | n/a | $39.99M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 111.44K | n/a | $30.86M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 101.94K | +74.0% | $28.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 97.16K | n/a | $26.91M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 77.31K | -45.7% | $21.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 23 | Voya Investment Management Llc | 52.02K | n/a | $14.41M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 39.45K | n/a | $10.94M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 37.46K | n/a | $10.37M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 31.75K | n/a | $8.79M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 29.64K | +1.7% | $8.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 26.84K | n/a | $7.43M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 29 | Rockefeller Capital Management L.P. | 26.73K | n/a | $7.40M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 22.73K | n/a | $6.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Us Bancorp \De\ | 20.33K | n/a | $5.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Brown Advisory Inc | 15.75K | n/a | $4.36M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Principal Financial Group Inc | 14.32K | n/a | $3.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Pnc Financial Services Group, Inc. | 13.93K | n/a | $3.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Focus Partners Wealth | 12.47K | n/a | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Blair William & Co/Il | 11.83K | n/a | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Creative Planning | 11.60K | n/a | $3.21M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Captrust Financial Advisors | 6.31K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Deutsche Bank Ag\ | 5.36K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fifth Third Bancorp | 5.33K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cerity Partners LLC | 4.58K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 4.42K | -25.6% | $1.22M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 43 | Corient Private Wealth LP | 4.06K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Bank of New York Mellon Corp | 3.97K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 45 | Northern Trust Corp | 3.83K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Fisher Asset Management ✦ | 3.16K | +13.6% | $874,326 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Quantinno Capital Management LP | 2.97K | n/a | $821,681 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Financial Engines Advisors L.L.C. | 2.54K | n/a | $704,258 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 2.39K | n/a | $661,056 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | BlackRock ✦ (passive) | 2.37K | 0.0% | $656,071 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 2.12K | n/a | $586,005 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 52 | Nomura Asset Management Co Ltd | 1.84K | n/a | $509,847 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Mercer Global Advisors Inc /Adv | 1.70K | n/a | $471,350 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 1.59K | n/a | $439,227 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Neuberger Berman Group LLC | 1.36K | n/a | $375,808 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | 1832 Asset Management L.P. | 1.34K | n/a | $372,484 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Hrt Financial Lp | 1.21K | n/a | $333,000 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Kayne Anderson Rudnick Investment… | 1.20K | n/a | $332,270 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Assetmark, Inc | 1.10K | n/a | $304,911 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Sei Investments Co | 900 | n/a | $249,250 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Renaissance Technologies ✦ | 840 | -91.1% | $232,630 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Cibc World Market Inc. | 757 | n/a | $209,644 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Franklin Resources Inc | 131 | n/a | $36,279 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Citigroup Inc | 64 | n/a | $17,724 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | National Bank Of Canada /Fi/ | 40 | n/a | $11,074 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Qube Research & Technologies Ltd | 25 | n/a | $6,924 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $5.73M | was 0.0% |
| D. E. Shaw & Co. | $239,717 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 631 holders, 47.38M shares, $10.59B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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