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iShares Russell Top 200 Growth ETF (IWY) Institutional Ownership

iShares Russell Top 200 Growth ETF logo
$229.06 +0.63 (+0.28%)
(As of 01:55 PM ET)

Institutional Ownership Changes (13F Filings) for iShares Russell Top 200 Growth ETF (NYSEARCA:IWY)

Number of
Institutional Buyers
(last 12 months)
298
Total
Institutional Inflows
(last 12 months)
$3.33B
Number of
Institutional Sellers
(last 12 months)
182
Total
Institutional Outflows
(last 12 months)
$622.77M
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IWY Institutional Buying and Selling by Quarter

iShares Russell Top 200 Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024Passumpsic Savings Bank16,055$3.53M2.3%+5.4%0.032%
11/19/2024 McIlrath & Eck LLC25,276$5.56M0.7%+2.8%0.051%
11/19/2024 M&T Bank Corp98,488$21.67M0.1%-0.3%0.198%
11/18/2024 Asset Allocation Strategies LLC44,418$9.77M2.8%-5.3%0.089%
11/18/2024 Sunbelt Securities Inc.211$46K0.0%N/A0.000%
11/15/2024 Valued Retirements Inc.1,664$366K0.5%N/A0.003%
11/15/2024 M&T Bank Corp98,488$21.67M0.1%-0.3%0.198%
11/15/2024 Continuum Advisory LLC205$47K0.0%-48.4%0.000%
11/15/2024 MML Investors Services LLC560,850$123.42M0.4%-14.1%1.128%
11/15/2024 Orion Portfolio Solutions LLC20,826$4.58M0.1%-93.4%0.042%
11/15/2024 EP Wealth Advisors LLC1,433$315K0.0%-6.6%0.003%
11/15/2024 Stifel Financial Corp15,838$3.49M0.0%-5.8%0.032%
11/15/2024 Quadrature Capital Ltd4,238$932K0.0%N/A0.009%
11/15/2024 IHT Wealth Management LLC6,883$1.52M0.0%+158.8%0.014%
11/15/2024 Intrepid Capital Management Inc.1,891$416K0.2%-9.3%0.004%
11/15/2024 Integrated Wealth Concepts LLC3,004$661K0.0%-25.3%0.006%
11/15/2024 HighTower Advisors LLC165,111$36.35M0.1%-7.5%0.332%
11/15/2024 Hilltop Holdings Inc.10,065$2.22M0.1%-9.0%0.020%
11/15/2024 Benjamin Edwards Inc.3,191$705K0.0%+115.2%0.006%
11/14/2024 TRUE Private Wealth Advisors1,414$311K0.0%-15.3%0.003%
11/14/2024 Atlantic Union Bankshares Corp496,078$109.16M6.3%+44.0%0.998%
11/14/2024 Rockefeller Capital Management L.P.15,249$3.36M0.0%-1.4%0.031%
11/14/2024 Hantz Financial Services Inc.158,850$34.96M0.6%+11.8%0.320%
11/14/2024 Financial Counselors Inc.6,811$1.50M0.0%-2.2%0.014%
11/14/2024 National Wealth Management Group LLC2,478$545K0.4%-19.1%0.005%
11/14/2024 CreativeOne Wealth LLC8,726$1.92M0.1%+86.3%0.018%
11/13/2024 BNP Paribas Financial Markets50,026$11.01M0.0%+25,165.7%0.101%
11/13/2024 FMR LLC20,663$4.55M0.0%+5.3%0.042%
11/13/2024 Bank of Montreal Can159,054$34.79M0.0%-25.9%0.320%
11/13/2024 Truvestments Capital LLC320$70K0.0%N/A0.001%
11/13/2024 Independent Advisor Alliance9,432$2.08M0.1%+5.2%0.019%
11/12/2024 Summit Trail Advisors LLC17,154$3.78M0.1%+2.1%0.035%
11/12/2024Larson Financial Group LLC3,238$713K0.0%+6.6%0.007%
11/12/2024 Baltimore Washington Financial Advisors Inc.48,744$10.73M0.6%+3.3%0.098%
11/12/2024 Family Capital Management Inc.60,220$13.25M8.5%+0.7%0.121%
11/12/2024 Cerity Partners LLC7,910$1.74M0.0%+219.7%0.016%
11/12/2024 Kingsview Wealth Management LLC21,829$4.80M0.1%+7.9%0.044%
11/12/2024 Optivise Advisory Services LLC9,016$1.98M1.0%N/A0.018%
11/12/2024 Great Valley Advisor Group Inc.9,905$2.18M0.1%-18.6%0.020%
11/12/2024 Certified Advisory Corp50,658$11.15M1.2%+7.0%0.102%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

11/12/2024 Flagstar Advisors Inc.30,645$6.74M1.7%-1.7%0.062%
11/12/2024 Financial Council LLC926$204K0.1%-5.9%0.002%
11/12/2024 Nwam LLC8,241$1.81M0.1%N/A0.017%
11/12/2024 Meridian Wealth Management LLC8,109$1.78M0.1%N/A0.016%
11/12/2024 Concorde Asset Management LLC29,962$6.59M3.7%+1,620.0%0.060%
11/12/2024 Investors Research Corp65,293$14.37M3.1%+6.2%0.131%
11/9/2024 LPL Financial LLC1,883,035$414.36M0.2%+0.9%3.789%
11/8/2024 Moors & Cabot Inc.1,758$387K0.0%+30.4%0.004%
11/8/2024 Stonebridge Financial Planning Group LLC67,323$14.81M7.1%-0.6%0.135%
11/8/2024 Darwin Wealth Management LLC17,507$3.85M1.1%N/A0.035%
11/8/2024 Retireful LLC2,169$477K0.4%+3.0%0.004%
11/8/2024 Commerce Bank1,383$304K0.0%-7.1%0.003%
11/8/2024 Avior Wealth Management LLC20,881$4.60M0.2%-5.8%0.042%
11/8/2024 PNC Financial Services Group Inc.14,154$3.11M0.0%+45.7%0.028%
11/8/2024 Prospera Financial Services Inc1,023$225K0.0%-37.5%0.002%
11/7/2024 Belmont Capital LLC2,847$626K0.1%N/A0.006%
11/7/2024 Wharton Business Group LLC203,216$44.72M2.0%+1.8%0.409%
11/7/2024 MidAtlantic Capital Management Inc.2,123$467K0.3%N/A0.004%
11/7/2024 MAI Capital Management3,965$872K0.0%-12.5%0.008%
11/7/2024 Thrivent Financial for Lutherans149,106$32.81M0.1%+30.4%0.300%
11/7/2024 Sugar Maple Asset Management LLC21,608$4.76M4.1%-7.1%0.043%
11/7/2024 Peterson Financial Group Inc.10,765$2.37M9.1%-9.5%0.022%
11/6/2024 BCGM Wealth Management LLC6,166$1.36M0.4%-3.3%0.012%
11/6/2024 Intelligence Driven Advisers LLC327,830$72.14M10.3%-3.6%0.660%
11/6/2024 Kovack Advisors Inc.54,439$11.98M1.3%-5.7%0.110%
11/6/2024 Cornerstone Planning Group LLC9,844$2.23M0.5%-5.2%0.020%
11/6/2024 Pinnacle Financial Partners Inc1,238$272K0.0%N/A0.002%
11/5/2024 First Heartland Consultants Inc.3,520$775K0.1%-12.8%0.007%
11/5/2024 Prime Capital Investment Advisors LLC34,718$7.64M0.1%-2.1%0.070%
11/5/2024 Apollon Wealth Management LLC3,056$672K0.0%+23.9%0.006%
11/4/2024 Bond & Devick Financial Network Inc.15,428$3.40M1.5%N/A0.031%
11/4/2024 Tyler Stone Wealth Management2,352$518K0.1%+100.0%0.005%
11/4/2024 Round Rock Advisors LLC3,957$871K0.2%+1.5%0.008%
11/4/2024 Axxcess Wealth Management LLC33,815$7.44M0.2%+365.8%0.068%
11/4/2024 Sigma Planning Corp2,855$628K0.0%-50.5%0.006%
11/1/2024 Processus Wealth & Capital Management LLC32,111$7.07M5.8%-4.9%0.065%
11/1/2024 Pegasus Partners Ltd.435,847$95.91M9.0%+9.6%0.877%
11/1/2024 Crumly & Associates Inc.41,874$9.21M2.5%-2.5%0.084%
11/1/2024 Able Wealth Management LLC1,322$291K0.2%N/A0.003%
11/1/2024 Leavell Investment Management Inc.8,665$1.91M0.1%+31.4%0.017%
11/1/2024 Aspire Wealth Management Corp50,736$11.16M6.0%+1.3%0.102%
10/31/2024 Cozad Asset Management Inc.18,924$4.16M0.4%-0.9%0.038%
10/31/2024 Forte Capital LLC ADV3,694$813K0.1%+46.9%0.007%
10/30/2024 Benchmark Financial Wealth Advisors LLC54,446$11.98M4.0%+7.6%0.110%
10/30/2024 Milestone Investment Advisors LLC28,961$6.37M1.8%-33.4%0.058%
10/30/2024 Beacon Financial Advisory LLC2,247$494K0.2%-6.7%0.005%
10/30/2024 Financial Partners Group Inc23,694$5.21M0.8%-0.3%0.048%
10/30/2024 First Citizens Asset Management Inc.305,486$67.22M23.9%-0.2%0.615%
10/30/2024 Global Wealth Management Investment Advisory Inc.16,056$3.53M0.8%-1.6%0.032%
10/30/2024 United Advisor Group LLC918$202K0.0%N/A0.002%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

10/30/2024 World Equity Group Inc.2,588$569K0.2%N/A0.005%
10/29/2024 Empire Life Investments Inc.8,000$1.76M0.1%+33.3%0.016%
10/29/2024 Janney Montgomery Scott LLC4,142$911K0.0%+15.7%0.008%
10/29/2024 BluePath Capital Management LLC1,111$244K0.2%-26.7%0.002%
10/29/2024 James Investment Research Inc.2,895$637K0.1%-6.1%0.006%
10/29/2024 Financial Freedom LLC10,111$2.23M1.2%+2.9%0.020%
10/29/2024 Farther Finance Advisors LLC1,349$297K0.0%-4.7%0.003%
10/28/2024 Focus Financial Network Inc.6,681$1.47M0.1%-13.5%0.013%
10/28/2024 Stephens Inc. AR6,476$1.43M0.0%+5.7%0.013%
10/28/2024 Rosenberg Matthew Hamilton162$36K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

IWY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWY shares?

During the previous two years, 444 institutional investors and hedge funds held shares of iShares Russell Top 200 Growth ETF. The most heavily invested institutionals were TIAA Trust National Association ($1.35B), Envestnet Portfolio Solutions Inc. ($1.20B), First Citizens Bank & Trust Co. ($1.10B), TIAA FSB ($942.64M), Envestnet Asset Management Inc. ($611.83M), LPL Financial LLC ($414.36M), and Commonwealth Equity Services LLC ($359.36M).Learn more on IWY's institutional investors.

Which institutional investors have been buying iShares Russell Top 200 Growth ETF stock?

Of the 395 institutional investors that purchased iShares Russell Top 200 Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Williams Financial LLC ($7.10M), TIAA Trust National Association ($6.37M), Envestnet Portfolio Solutions Inc. ($5.76M), Envestnet Asset Management Inc. ($5.22M), Commonwealth Equity Services LLC ($1.08M), TIAA FSB ($718.67K), and LPL Financial LLC ($688.84K).

How much institutional buying is happening at iShares Russell Top 200 Growth ETF?

Institutional investors have bought a total of 37,632,651 shares in the last 24 months. This purchase volume represents approximately $6.46B in transactions.

Which iShares Russell Top 200 Growth ETF major shareholders have been selling company stock?

Of the 241 institutional investors that sold iShares Russell Top 200 Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($7.93M), Orion Portfolio Solutions LLC ($1.11M), First Citizens Bank & Trust Co. ($1.09M), Osaic Holdings Inc. ($602.88K), Truist Financial Corp ($237.73K), Envestnet Portfolio Solutions Inc. ($175.60K), and MGO One Seven LLC ($174.53K).

How much institutional selling is happening at iShares Russell Top 200 Growth ETF?

Institutional investors have sold a total of 14,220,084 shares in the last 24 months. This volume of shares sold represents approximately $2.33B in transactions.



This page (NYSEARCA:IWY) was last updated on 11/21/2024 by MarketBeat.com Staff
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