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 668 institutions that hold shares in the stock, with a total of 54.7 Million shares, which have been reported (via 13F filing form) to have a value of $15.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
8,437
shares
|
$2.33 Million
0.92% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Nov 04, 2025 Q3 2025 |
8,341
shares
|
$2.3 Million
2.02% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
8,281
shares
|
$2.29 Million
0.18% of portfolio
|
Q3 2025
Added 18.33%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
8,135
shares
|
$2.25 Million
1.89% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
8,092
shares
|
$2.23 Million
0.43% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
8,032
shares
|
$2.22 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
7,954
shares
|
$2.2 Million
0.12% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
7,952
shares
|
$2.2 Million
0.44% of portfolio
|
Q3 2025
Reduced 11.03%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
7,949
shares
|
$2.19 Million
0.03% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
7,879
shares
|
$2.17 Million
0.17% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
7,870
shares
|
$2.17 Million
0.08% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
7,859
shares
|
$2.17 Million
0.24% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
7,650
shares
|
$2.11 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
7,611
shares
|
$2.1 Million
0.11% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
7,549
shares
|
$2.08 Million
0.19% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
7,549
shares
|
$2.08 Million
0.02% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
7,516
shares
|
$2.07 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Nov 03, 2025 Q3 2025 |
7,429
shares
|
$2.05 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
7,417
shares
|
$2.05 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.58%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
7,413
shares
|
$2.05 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,361
shares
|
$2.03 Million
0.04% of portfolio
|
Q2 2025
Reduced 69.22%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
7,338
shares
|
$2.03 Million
0.33% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
7,332
shares
|
$2.02 Million
0.62% of portfolio
|
Q3 2025
Reduced 5.53%
|