Security record · archived quarter
IWY
iShares Russell Top 200 Growth ETF · Financial Services · Asset Management
69Tracked holders
+2Δ holders
18.98MShares held
$4.72BReported value
+4New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +3.0% ·
share flow +8.2% ·
net new positions +2.9%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 3.54M | -0.1% | $881.24M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 3.36M | +58.6% | $835.45M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 2.39M | -0.1% | $594.14M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 4 | Mariner, LLC | 1.39M | -4.9% | $346.86M | 0.4% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | Morgan Stanley ✦ | 1.35M | +2.4% | $337.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 6 | Commonwealth Equity Services, Llc | 916.74K | +4.2% | $228.12M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 738.45K | +2.6% | $183.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 568.04K | +5.2% | $141.43M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Raymond James Financial Inc | 562.94K | +8.2% | $140.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Envestnet Asset Management Inc | 476.41K | +17.9% | $118.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 459.86K | -10.9% | $114.43M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | UBS Group AG | 426.83K | +2.8% | $106.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Lido Advisors, LLC | 426.27K | -7.1% | $106.07M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 394.28K | +3.3% | $98.11M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 373.84K | +4.4% | $93.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 302.00K | +12.2% | $75.15M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 17 | Royal Bank Of Canada | 263.94K | +3.2% | $65.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 18 | Jones Financial Companies Lllp | 186.71K | +29.3% | $44.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 125.33K | +29.0% | $31.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 114.01K | +2.3% | $28.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 101.56K | +31.4% | $24.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Voya Investment Management Llc | 56.99K | +9.6% | $14.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 41.16K | +54.0% | $10.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 39.12K | +4.4% | $9.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 32.00K | +8.0% | $7.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Stifel Financial Corp | 27.14K | +1.1% | $6.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Wealth Enhancement Advisory… | 25.07K | -36.5% | $6.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Principal Financial Group Inc | 23.38K | +63.3% | $5.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Renaissance Technologies ✦ | 21.28K | +2433.3% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Us Bancorp \De\ | 20.76K | +2.1% | $5.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Creative Planning | 20.23K | +74.4% | $5.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | CIBC Bancorp USA Inc. | 18.61K | n/a | $4.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Goldman Sachs Group ✦ | 18.43K | -81.9% | $4.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 18.28K | +242.9% | $4.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Brown Advisory Inc | 15.75K | 0.0% | $3.92M | 0.0% | Held | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 14.23K | +2.1% | $3.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Focus Partners Wealth | 12.37K | -0.8% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Blair William & Co/Il | 11.11K | -6.1% | $2.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Hrt Financial Lp | 10.52K | +772.7% | $2.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Cwm, Llc | 10.15K | -68.0% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Captrust Financial Advisors | 7.31K | +15.8% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 6.30K | +42.4% | $1.57M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 5.31K | +211.9% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Deutsche Bank Ag\ | 5.30K | -1.1% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Cerity Partners LLC | 4.68K | +2.1% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Northern Trust Corp | 4.09K | +6.9% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 4.04K | +1.7% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 48 | UBS AM, a distinct business unit of… | 3.82K | +60.0% | $950,569 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | BlackRock ✦ (passive) | 3.63K | +53.4% | $904,425 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | Quantinno Capital Management LP | 3.36K | +13.1% | $835,107 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Optiver Holding B.V. | 2.82K | New | $701,978 | 0.0% | New | 1 | SEC ↗ |
| 52 | Financial Engines Advisors L.L.C. | 2.56K | +0.6% | $636,782 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Neuberger Berman Group LLC | 2.46K | +81.1% | $611,400 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 2.10K | -0.8% | $522,315 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Corient Private Wealth LP | 2.17K | -46.5% | $509,751 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Jane Street Group, Llc | 2.02K | New | $503,901 | 0.0% | New | 1 | SEC ↗ |
| 57 | Nomura Asset Management Co Ltd | 1.84K | 0.0% | $458,114 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 1.62K | +2.5% | $404,371 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | 1832 Asset Management L.P. | 1.34K | 0.0% | $334,690 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Fisher Asset Management ✦ | 1.22K | -61.4% | $303,407 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | Kayne Anderson Rudnick Investment… | 1.20K | 0.0% | $298,579 | 0.0% | Held | 2 | SEC ↗ |
| 62 | Sei Investments Co | 883 | -1.9% | $219,720 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Assetmark, Inc | 827 | -24.9% | $205,791 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Simplex Trading, Llc | 246 | New | $61,214 | 0.0% | New | 1 | SEC ↗ |
| 65 | Allspring Global Investments… | 214 | New | $53,554 | 0.0% | New | 1 | SEC ↗ |
| 66 | Franklin Resources Inc | 131 | 0.0% | $32,598 | 0.0% | Held | 2 | SEC ↗ |
| 67 | Citigroup Inc | 117 | +82.8% | $29,114 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Qube Research & Technologies Ltd | 89 | +256.0% | $22,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | National Bank Of Canada /Fi/ | 40 | 0.0% | $9,950 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Optiver Holding B.V. | $701,978 | 0.0% |
| Jane Street Group, Llc | $503,901 | 0.0% |
| Simplex Trading, Llc | $61,214 | 0.0% |
| Allspring Global Investments… | $53,554 | 0.0% |
Exited
| Susquehanna International… | $6.30M | was 0.0% |
| Cibc World Market Inc. | $209,644 | 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: Q1 2026 ·
Methodology ·
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