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 462 institutions that hold shares in the stock, with a total of 51.1 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
5,988,595
shares
|
$1.2 Billion
3.58% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,944,979
shares
|
$1.19 Billion
3.41% of portfolio
|
Q2 2023
Reduced 2.57%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
5,759,140
shares
|
$1.15 Billion
4.44% of portfolio
|
Q1 2024
Added 14.54%
|
|
|
First Citizens Bank & Trust CO
|
Apr 15, 2024 Q1 2024 |
5,426,059
shares
|
$1.09 Billion
17.04% of portfolio
|
Q1 2024
Added 14.37%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
2,639,933
shares
|
$528 Million
0.2% of portfolio
|
Q1 2024
Added 23.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,743,632
shares
|
$349 Million
0.1% of portfolio
|
Q1 2024
Added 10.83%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,732,610
shares
|
$347 Million
0.56% of portfolio
|
Q1 2024
Added 2.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,569,843
shares
|
$314 Million
0.17% of portfolio
|
Q1 2024
Added 24.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,433,236
shares
|
$287 Million
0.03% of portfolio
|
Q1 2024
Added 23.94%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,226,030
shares
|
$245 Million
0.02% of portfolio
|
Q1 2024
Added 6.39%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2024 Q1 2024 |
907,823
shares
|
$182 Million
1.35% of portfolio
|
Q1 2024
Added 23.33%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
849,486
shares
|
$170 Million
0.35% of portfolio
|
Q1 2024
Added 272.72%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
688,630
shares
|
$138 Million
0.21% of portfolio
|
Q1 2024
Added 5.04%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
673,690
shares
|
$135 Million
8.67% of portfolio
|
Q4 2023
Reduced 0.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
597,845
shares
|
$120 Million
0.48% of portfolio
|
Q1 2024
Added 17.2%
|
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
594,181
shares
|
$119 Million
1.44% of portfolio
|
Q1 2024
Reduced 52.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
508,280
shares
|
$102 Million
0.23% of portfolio
|
Q1 2024
Reduced 54.26%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 14, 2024 Q1 2024 |
460,945
shares
|
$92.3 Million
3.54% of portfolio
|
Q1 2024
Reduced 20.02%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 17, 2024 Q1 2024 |
406,600
shares
|
$81.4 Million
23.04% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
399,079
shares
|
$79.9 Million
0.3% of portfolio
|
Q1 2024
Added 11.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
362,270
shares
|
$72.5 Million
0.11% of portfolio
|
Q1 2024
Reduced 1.86%
|
|
|
Atlantic Union Bankshares Corp
|
Apr 16, 2024 Q1 2024 |
345,893
shares
|
$69.2 Million
5.92% of portfolio
|
Q1 2024
Added 1.84%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Apr 24, 2024 Q1 2024 |
341,876
shares
|
$68.4 Million
7.07% of portfolio
|
Q1 2024
Added 27.11%
|
|
|
Intelligence Driven Advisers, LLC
|
May 01, 2024 Q1 2024 |
334,297
shares
|
$66.9 Million
9.64% of portfolio
|
Q1 2024
Added 37.73%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
321,524
shares
|
$64.4 Million
13.14% of portfolio
|
Q1 2024
Added 0.82%
|
|