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 661 institutions that hold shares in the stock, with a total of 54 Million shares, which have been reported (via 13F filing form) to have a value of $14.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,944,979
shares
|
$1.64 Billion
3.41% of portfolio
|
Q2 2023
Reduced 2.57%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
5,943,258
shares
|
$1.64 Billion
4.0% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
4,793,792
shares
|
$1.32 Billion
5.5% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
4,577,231
shares
|
$1.26 Billion
22.42% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,408,984
shares
|
$664 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,388,164
shares
|
$658 Million
0.2% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,209,077
shares
|
$609 Million
0.04% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,496,630
shares
|
$413 Million
0.55% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,327,228
shares
|
$366 Million
0.11% of portfolio
|
Q3 2025
Added 231.3%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,286,847
shares
|
$355 Million
0.02% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
938,911
shares
|
$259 Million
0.33% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
718,537
shares
|
$198 Million
0.04% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
673,690
shares
|
$186 Million
8.67% of portfolio
|
Q4 2023
Reduced 0.94%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
625,759
shares
|
$172 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
582,910
shares
|
$161 Million
0.22% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
Oct 14, 2025 Q3 2025 |
572,205
shares
|
$158 Million
21.98% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
505,791
shares
|
$139 Million
0.36% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
501,116
shares
|
$138 Million
2.7% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
473,945
shares
|
$131 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
471,888
shares
|
$130 Million
0.45% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
447,463
shares
|
$123 Million
17.5% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
442,840
shares
|
$122 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
435,847
shares
|
$120 Million
8.99% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
378,754
shares
|
$104 Million
0.11% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
376,618
shares
|
$104 Million
1.75% of portfolio
|
Q3 2025
Reduced 0.55%
|