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 620 institutions that hold shares in the stock, with a total of 52.9 Million shares, which have been reported (via 13F filing form) to have a value of $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
9,987
shares
|
$2.67 Million
0.06% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,913
shares
|
$2.65 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
9,896
shares
|
$2.65 Million
1.07% of portfolio
|
Q2 2025
Added 32.35%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
9,890
shares
|
$2.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
9,866
shares
|
$2.64 Million
0.13% of portfolio
|
Q2 2025
Added 20.41%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
9,742
shares
|
$2.61 Million
0.02% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
9,635
shares
|
$2.58 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
9,419
shares
|
$2.52 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
9,289
shares
|
$2.48 Million
0.08% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
9,267
shares
|
$2.48 Million
0.16% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
9,153
shares
|
$2.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 72.99%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
9,094
shares
|
$2.43 Million
0.07% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
9,054
shares
|
$2.42 Million
0.09% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,950
shares
|
$2.39 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
8,938
shares
|
$2.39 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
8,700
shares
|
$2.33 Million
0.06% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
8,529
shares
|
$2.28 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
8,378
shares
|
$2.24 Million
1.06% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
8,334
shares
|
$2.23 Million
0.08% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
8,221
shares
|
$2.2 Million
1.95% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
8,203
shares
|
$2.19 Million
0.04% of portfolio
|
Q2 2025
Added 68.61%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
8,032
shares
|
$2.15 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
7,879
shares
|
$2.11 Million
0.17% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,817
shares
|
$2.09 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
7,761
shares
|
$2.08 Million
0.66% of portfolio
|
Q2 2025
Reduced 5.34%
|