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 528 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 $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
2,895
shares
|
$661,594
0.07% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
2,877
shares
|
$657,480
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
2,855
shares
|
$652,453
0.02% of portfolio
|
Q3 2024
Reduced 50.49%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
2,847
shares
|
$650,624
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,821
shares
|
$644,683
0.0% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,810
shares
|
$642,169
0.01% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 28, 2024 Q3 2024 |
2,800
shares
|
$639,884
0.05% of portfolio
|
Q4 2017
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
2,778
shares
|
$634,856
0.0% of portfolio
|
Q3 2022
Reduced 41.28%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
2,709
shares
|
$619,087
0.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
2,702
shares
|
$617,488
0.47% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
2,690
shares
|
$614,745
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
2,666
shares
|
$609,260
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
2,588
shares
|
$591,435
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,562
shares
|
$585,493
0.28% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
2,481
shares
|
$566,982
0.4% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
2,478
shares
|
$566,297
0.37% of portfolio
|
Q3 2024
Reduced 19.13%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
2,469
shares
|
$564,240
0.01% of portfolio
|
Q2 2024
Reduced 9.29%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
2,450
shares
|
$559,898
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
2,426
shares
|
$554,413
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
2,425
shares
|
$554,185
0.52% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
2,411
shares
|
$550,985
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
2,404
shares
|
$549,386
0.18% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,398
shares
|
$548,014
0.0% of portfolio
|
Q2 2023
Reduced 0.33%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
2,392
shares
|
$546,643
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,384
shares
|
$544,815
0.02% of portfolio
|
Q2 2022
Reduced 2.05%
|