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 |
|---|---|---|---|---|---|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
7,079
shares
|
$1.95 Million
1.27% of portfolio
|
Q3 2025
Added 26.43%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
7,060
shares
|
$1.95 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7,046
shares
|
$1.94 Million
0.12% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
6,984
shares
|
$1.93 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
6,894
shares
|
$1.9 Million
0.95% of portfolio
|
Q3 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
6,877
shares
|
$1.9 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
6,797
shares
|
$1.87 Million
0.53% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
6,635
shares
|
$1.83 Million
0.19% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
6,498
shares
|
$1.79 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
6,414
shares
|
$1.77 Million
0.97% of portfolio
|
Q3 2025
Added 15.59%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
6,396
shares
|
$1.76 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
6,174
shares
|
$1.7 Million
0.14% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
6,037
shares
|
$1.66 Million
0.47% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
5,879
shares
|
$1.62 Million
1.32% of portfolio
|
Q3 2025
Reduced 18.54%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
5,645
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
5,620
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
5,599
shares
|
$1.54 Million
0.04% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
5,532
shares
|
$1.52 Million
0.57% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
5,417
shares
|
$1.49 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
5,406
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Added 38.08%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,283
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
5,267
shares
|
$1.45 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
5,264
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
5,221
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
5,220
shares
|
$1.44 Million
0.38% of portfolio
|
Q4 2024
New holding
|