Institutional Ownership Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY). We have compiled data on the 528 institutions that hold shares in the stock, with a total of 49.9 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
6,553,091
shares
|
$1.5 Billion
4.33% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,944,979
shares
|
$1.36 Billion
3.41% of portfolio
|
Q2 2023
Reduced 2.57%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,243,988
shares
|
$1.2 Billion
4.13% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
5,006,890
shares
|
$1.14 Billion
16.88% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,056,849
shares
|
$470 Million
0.12% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,883,035
shares
|
$430 Million
0.19% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,633,062
shares
|
$373 Million
0.54% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,519,807
shares
|
$347 Million
0.03% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,388,494
shares
|
$317 Million
0.02% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,354,619
shares
|
$309 Million
0.53% of portfolio
|
Q3 2024
Added 25.89%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
684,425
shares
|
$156 Million
0.24% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
673,690
shares
|
$154 Million
8.67% of portfolio
|
Q4 2023
Reduced 0.94%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
654,101
shares
|
$149 Million
1.48% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
560,850
shares
|
$128 Million
0.45% of portfolio
|
Q3 2024
Reduced 14.15%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
496,078
shares
|
$113 Million
6.72% of portfolio
|
Q3 2024
Added 43.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
456,345
shares
|
$104 Million
0.34% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
447,266
shares
|
$102 Million
3.78% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
446,747
shares
|
$102 Million
0.03% of portfolio
|
Q3 2024
Reduced 84.34%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
435,847
shares
|
$99.6 Million
8.99% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
379,387
shares
|
$86.7 Million
0.02% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
378,754
shares
|
$86.5 Million
0.11% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
340,859
shares
|
$77.9 Million
0.02% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
327,830
shares
|
$74.9 Million
10.4% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
305,486
shares
|
$69.8 Million
23.89% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
296,465
shares
|
$67.7 Million
12.62% of portfolio
|
Q3 2024
Added 0.1%
|