IWY Institutional Ownership
iShares Russell Top 200 Growth ETF
1W: +0.5%
1M: +4.7%
3M: +3.8%
YTD: +8.3%
1Y: +8.6%
3Y: +97.8%
5Y: +91.9%
$298.70
+3.08 (+1.04%)
Weekly Expected Move ±2.0%
$287
$293
$299
$305
$311
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IWY
721
Institutional Holders
+25 vs prior quarter
0.0%
Ownership
+0.00pp
13B
Total Invested
87
New Positions
226
Increased
275
Reduced
33
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (758 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 4,777,201 | 1.4B | -296,614 | -5.8% | 2Q | SEC ↗ |
| 2 | Envestnet Portfolio Solutions, Inc. | 3,635,042 | 1.1B | -1,103,446 | -23.3% | 12Q | SEC ↗ |
| 3 | AMERIPRISE FINANCIAL INC | 3,526,143 | 1.1B | -15,718 | -0.4% | 16Q | SEC ↗ |
| 4 | FIRST CITIZENS BANK & TRUST CO | 3,425,577 | 1.0B | -1,097,079 | -24.3% | 25Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 3,371,795 | 1.0B | +14,421 | +0.4% | 15Q | SEC ↗ |
| 6 | LPL Financial LLC | 2,348,860 | 702M | -38,795 | -1.6% | 54Q | SEC ↗ |
| 7 | MORGAN STANLEY | 1,353,744 | 404M | -782 | -0.1% | 60Q | SEC ↗ |
| 8 | Mariner, LLC | 992,209 | 296M | -401,790 | -28.8% | 16Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 828,066 | 247M | -88,673 | -9.7% | 35Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 773,855 | 231M | +35,409 | +4.8% | 67Q | SEC ↗ |
| 11 | AE Wealth Management LLC | 684,496 | 204M | +25,631 | +3.9% | 39Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 622,017 | 186M | +53,978 | +9.5% | 26Q | SEC ↗ |
| 13 | Boulay Financial Advisors, LLC | 617,030 | 184M | +6,949 | +1.1% | 5Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 593,910 | 177M | +30,973 | +5.5% | 7Q | SEC ↗ |
| 15 | Atlantic Union Bankshares Corp | 560,723 | 167M | +61,209 | +12.3% | 15Q | SEC ↗ |
| 16 | VICTORY FINANCIAL GROUP, LLC | 453,284 | 135M | -9,314 | -2.0% | 7Q | SEC ↗ |
| 17 | TRUIST FINANCIAL CORP | 443,280 | 132M | -16,581 | -3.6% | 52Q | SEC ↗ |
| 18 | UBS Group AG | 424,651 | 127M | -2,177 | -0.5% | 47Q | SEC ↗ |
| 19 | MML INVESTORS SERVICES, LLC | 410,157 | 123M | +15,878 | +4.0% | 37Q | SEC ↗ |
| 20 | Lido Advisors, LLC | 402,312 | 120M | -23,956 | -5.6% | 8Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 399,156 | 119M | -77,257 | -16.2% | 31Q | SEC ↗ |
| 22 | Cetera Investment Advisers | 382,891 | 114M | +9,052 | +2.4% | 26Q | SEC ↗ |
| 23 | Wilmington Savings Fund Society, FSB | 360,678 | 108M | -12,034 | -3.2% | 10Q | SEC ↗ |
| 24 | Cambridge Investment Research Advisors | 352,122 | 105M | -7,682 | -2.1% | 41Q | SEC ↗ |
| 25 | DAVENPORT & Co LLC | 310,652 | 93M | +88,753 | +40.0% | 15Q | SEC ↗ |
| 26 | First Citizens Asset Management, Inc. | 296,224 | 88M | -6,596 | -2.2% | 16Q | SEC ↗ |
| 27 | SVB WEALTH LLC | 294,116 | 88M | +21,685 | +8.0% | 5Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 270,034 | 81M | +6,095 | +2.3% | 63Q | SEC ↗ |
| 29 | Bryn Mawr Trust Advisors, LLC | 255,752 | 76M | -3,017 | -1.2% | 15Q | SEC ↗ |
| 30 | Prosperity Consulting Group, LLC | 246,540 | 74M | -45,528 | -15.6% | 8Q | SEC ↗ |
| 31 | Kestra Advisory Services, LLC | 239,884 | 72M | +139,381 | +138.7% | 24Q | SEC ↗ |
| 32 | Portfolio Strategies, Inc. | 227,020 | 68M | -21,450 | -8.6% | 12Q | SEC ↗ |
| 33 | JONES FINANCIAL COMPANIES LLLP | 216,668 | 65M | +29,956 | +16.0% | 10Q | SEC ↗ |
| 34 | SOA Wealth Advisors, LLC. | 208,928 | 62M | +1,980 | +1.0% | 23Q | SEC ↗ |
| 35 | Intelligence Driven Advisers, LLC | 205,851 | 61M | +77 | +0.0% | 13Q | SEC ↗ |
| 36 | Wharton Business Group, LLC | 203,184 | 61M | +1,815 | +0.9% | 19Q | SEC ↗ |
| 37 | HANTZ FINANCIAL SERVICES, INC. | 200,440 | 60M | +8,886 | +4.6% | 13Q | SEC ↗ |
| 38 | TIAA TRUST, NATIONAL ASSOCIATION | 194,546 | 58M | -12,951 | -6.2% | 12Q | SEC ↗ |
| 39 | Kingdom Financial Group LLC. | 181,309 | 54M | +13,048 | +7.8% | 13Q | SEC ↗ |
| 40 | Perennial Investment Advisors, LLC | 175,672 | 52M | +7,447 | +4.4% | 9Q | SEC ↗ |
| 41 | NewEdge Advisors, LLC | 172,484 | 52M | -7,706 | -4.3% | 20Q | SEC ↗ |
| 42 | Global Retirement Partners, LLC NEW | 172,371 | 51M | — | +0.0% | 1Q | SEC ↗ |
| 43 | One Capital Management, LLC | 162,986 | 49M | — | +0.0% | 18Q | SEC ↗ |
| 44 | KESTRA PRIVATE WEALTH SERVICES, LLC | 153,748 | 46M | -3,009 | -1.9% | 20Q | SEC ↗ |
| 45 | Private Advisor Group, LLC | 152,777 | 46M | +102,039 | +201.1% | 42Q | SEC ↗ |
| 46 | MONECO ADVISORS, LLC | 149,208 | 45M | -1,071 | -0.7% | 15Q | SEC ↗ |
| 47 | Aspire Capital Advisors LLC | 144,097 | 43M | -1,137 | -0.8% | 19Q | SEC ↗ |
| 48 | LifeWealth Investments, LLC | 140,725 | 42M | +8,403 | +6.4% | 7Q | SEC ↗ |
| 49 | ProVise Management Group, LLC | 137,347 | 41M | +4,315 | +3.2% | 23Q | SEC ↗ |
| 50 | Sterling Capital Management LLC | 134,720 | 40M | -4,575 | -3.3% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 172,371 | 51M |
| Montgomery Financial Services LLC | 74,091 | 22M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 36,483 | 11M |
| AXXCESS WEALTH MANAGEMENT, LLC | 30,927 | 9M |
| BASSO CAPITAL MANAGEMENT, L.P. | 29,496 | 9M |
| D. E. Shaw & Co., Inc. | 27,724 | 8M |
| Carolina Wealth Management Inc | 15,714 | 5M |
| NICOLET BANKSHARES INC | 13,708 | 4M |
| Vantus Wealth LLC | 12,074 | 4M |
| Spectrum Advisors, Inc. | 11,152 | 3M |
| Waterloo Capital, L.P. | 8,686 | 3M |
| Nuveen, LLC | 7,503 | 2M |
| J.W. COLE ADVISORS, INC. | 7,000 | 2M |
| Caprock Group, LLC | 6,856 | 2M |
| Tailwinds Wealth, LLC | 5,617 | 2M |
| DAGCO, INC. | 4,828 | 1M |
| CITADEL ADVISORS LLC | 4,490 | 1M |
| HUB Investment Partners, LLC | 3,438 | 1M |
| COLTON GROOME FINANCIAL ADVISORS, L | 3,330 | 995K |
| Clear Harbor Asset Management, LLC | 3,273 | 978K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Baer Investment Advisory LLC | 462,598 | 138M |
| OLD NATIONAL BANCORP /IN | 72,450 | 22M |
| WIN ADVISORS, INC | 32,293 | 10M |
| Envision Financial Transparency, LL | 22,476 | 7M |
| Curi Capital, LLC | 11,547 | 3M |
| GTS SECURITIES LLC | 8,213 | 2M |
| PLANWISER FINANCIAL, LLC | 8,099 | 2M |
| Ciovacco Capital Management LLC | 6,916 | 2M |
| Coppell Advisory Solutions LLC | 6,734 | 2M |
| Arete Wealth Advisors, LLC | 4,761 | 1M |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 3,900 | 1M |
| Linden Thomas Advisory Services, LL | 3,433 | 1M |
| GATEWAY INVESTMENT ADVISERS LLC | 2,847 | 850K |
| Optiver Holding B.V. | 2,821 | 843K |
| NORRIS PERNE & FRENCH LLP/MI | 2,800 | 836K |
| Johnson Financial Group, LLC | 2,331 | 696K |
| JANE STREET GROUP, LLC | 2,025 | 605K |
| Hershey Financial Advisers, LLC | 2,016 | 602K |
| NOMURA ASSET MANAGEMENT CO LTD | 1,841 | 550K |
| Garton & Associates Financial Advis | 1,695 | 506K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | -1,103,446 | -23.3% | 3,635,042 |
| FIRST CITIZENS BANK & TRUST CO | -1,097,079 | -24.3% | 3,425,577 |
| Mariner, LLC | -401,790 | -28.8% | 992,209 |
| TWO SIGMA INVESTMENTS, LP | -301,200 | -99.7% | 800 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | -296,614 | -5.8% | 4,777,201 |
| Lloyd Advisory Services, LLC. | -160,189 | -95.2% | 8,072 |
| COMMONWEALTH EQUITY SERVICES, LLC | -88,673 | -9.7% | 828,066 |
| Thrivent Financial for Lutherans | -86,727 | -80.7% | 20,723 |
| ENVESTNET ASSET MANAGEMENT INC | -77,257 | -16.2% | 399,156 |
| Independent Advisor Alliance | -64,312 | -87.2% | 9,435 |
| Prosperity Consulting Group, LLC | -45,528 | -15.6% | 246,540 |
| LPL Financial LLC | -38,795 | -1.6% | 2,348,860 |
| Lido Advisors, LLC | -23,956 | -5.6% | 402,312 |
| CWM, LLC | -21,596 | -68.0% | 10,153 |
| Portfolio Strategies, Inc. | -21,450 | -8.6% | 227,020 |
| Jump Financial, LLC | -20,937 | -69.7% | 9,121 |
| Kovack Advisors, Inc. | -18,989 | -50.1% | 18,877 |
| Valmark Advisers, Inc. | -17,956 | -17.0% | 87,978 |
| PRINCIPAL SECURITIES, INC. | -17,362 | -27.8% | 45,018 |
| TRUIST FINANCIAL CORP | -16,581 | -3.6% | 443,280 |