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 664 institutions that hold shares in the stock, with a total of 53.9 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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
10,528
shares
|
$2.9 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
10,304
shares
|
$2.84 Million
2.34% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
10,290
shares
|
$2.84 Million
3.29% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
10,247
shares
|
$2.82 Million
0.14% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,206
shares
|
$2.81 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
10,070
shares
|
$2.78 Million
0.1% of portfolio
|
Q3 2025
Added 20.83%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
10,069
shares
|
$2.78 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
10,039
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
10,024
shares
|
$2.76 Million
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
9,987
shares
|
$2.75 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
|
$2.73 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
9,806
shares
|
$2.7 Million
0.85% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
9,742
shares
|
$2.69 Million
0.02% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
9,547
shares
|
$2.63 Million
0.16% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
9,524
shares
|
$2.63 Million
0.08% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
9,470
shares
|
$2.61 Million
0.02% of portfolio
|
Q3 2025
Added 76.25%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
9,400
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
9,339
shares
|
$2.57 Million
1.02% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
9,153
shares
|
$2.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 72.99%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
9,147
shares
|
$2.52 Million
0.07% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
8,950
shares
|
$2.47 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
8,826
shares
|
$2.43 Million
0.06% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
8,789
shares
|
$2.42 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
8,701
shares
|
$2.4 Million
0.1% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
8,529
shares
|
$2.35 Million
0.11% of portfolio
|
Q3 2025
Reduced 67.23%
|