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 530 institutions that hold shares in the stock, with a total of 49.9 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,591
shares
|
$867,334
0.02% of portfolio
|
Q4 2023
Added 76.12%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,569
shares
|
$862,020
0.05% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
3,520
shares
|
$850,185
0.08% of portfolio
|
Q3 2024
Reduced 12.76%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
3,505
shares
|
$846,562
0.29% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
3,492
shares
|
$843,422
0.06% of portfolio
|
Q3 2024
Reduced 41.35%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
3,485
shares
|
$841,732
0.5% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
3,430
shares
|
$828,447
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
3,407
shares
|
$822,892
0.17% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
3,377
shares
|
$815,646
0.01% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,346
shares
|
$808,159
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
3,321
shares
|
$802,121
0.02% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
3,238
shares
|
$782,074
0.04% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
3,211
shares
|
$775,552
0.23% of portfolio
|
Q3 2024
Added 33.62%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
3,191
shares
|
$770,722
0.01% of portfolio
|
Q3 2024
Added 115.17%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
3,187
shares
|
$769,756
0.2% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
3,139
shares
|
$758,162
0.55% of portfolio
|
Q3 2024
Added 15.57%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
3,110
shares
|
$751,158
0.03% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,103
shares
|
$749,467
0.04% of portfolio
|
Q3 2024
Added 11.06%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
3,056
shares
|
$738,115
0.02% of portfolio
|
Q3 2024
Added 23.93%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,030
shares
|
$731,835
0.01% of portfolio
|
Q3 2023
Reduced 5.87%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
3,008
shares
|
$726,522
0.26% of portfolio
|
Q3 2024
Added 82.19%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
3,004
shares
|
$725,556
0.01% of portfolio
|
Q3 2024
Reduced 25.26%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
2,985
shares
|
$720,967
0.0% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
2,969
shares
|
$717,102
0.2% of portfolio
|
Q2 2024
Added 2.63%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
2,957
shares
|
$714,204
0.0% of portfolio
|
Q1 2024
Reduced 3.65%
|