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 |
|---|---|---|---|---|---|
|
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
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
5,110
shares
|
$1.41 Million
0.14% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
5,024
shares
|
$1.38 Million
0.22% of portfolio
|
Q3 2024
Reduced 19.37%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
5,006
shares
|
$1.38 Million
0.08% of portfolio
|
Q2 2025
Added 19.42%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
4,955
shares
|
$1.37 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,937
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
Added 27.01%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
4,902
shares
|
$1.35 Million
0.51% of portfolio
|
Q3 2025
Added 14.94%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
4,701
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
4,679
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
4,657
shares
|
$1.28 Million
0.76% of portfolio
|
Q3 2025
Added 64.85%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
4,589
shares
|
$1.27 Million
0.68% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
4,572
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
Added 274.75%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
4,570
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Added 113.65%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,564
shares
|
$1.26 Million
0.19% of portfolio
|
Q3 2025
Added 22.85%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,513
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
4,429
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Added 17.67%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
4,271
shares
|
$1.18 Million
0.05% of portfolio
|
Q1 2024
Reduced 6.01%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
4,252
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Added 30.87%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,228
shares
|
$1.17 Million
0.29% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
4,143
shares
|
$1.14 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
4,032
shares
|
$1.11 Million
0.17% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
3,974
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
3,927
shares
|
$1.08 Million
0.33% of portfolio
|
Q3 2025
Added 182.31%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
3,831
shares
|
$1.06 Million
0.6% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
3,795
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.11%
|