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 620 institutions that hold shares in the stock, with a total of 52.9 Million shares, which have been reported (via 13F filing form) to have a value of $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
4,583
shares
|
$1.23 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
4,570
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Added 113.65%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
4,271
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2024
Reduced 6.01%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
4,265
shares
|
$1.14 Million
0.33% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
4,093
shares
|
$1.09 Million
0.27% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
4,032
shares
|
$1.08 Million
0.17% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
3,974
shares
|
$1.06 Million
0.04% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
3,799
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Added 215.27%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
3,764
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 38.8%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
3,753
shares
|
$1 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
3,744
shares
|
$1 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.22%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
3,715
shares
|
$993,799
0.03% of portfolio
|
Q2 2025
Reduced 23.16%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,715
shares
|
$993,799
0.16% of portfolio
|
Q2 2025
Added 102.67%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
3,669
shares
|
$981,494
0.19% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Cmc Financial Group
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
3,648
shares
|
$975,876
3.2% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
3,646
shares
|
$975,341
0.43% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
3,644
shares
|
$974,806
0.03% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,639
shares
|
$973,468
0.37% of portfolio
|
Q4 2022
Reduced 6.64%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
3,610
shares
|
$965,711
0.1% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
3,610
shares
|
$965,711
0.56% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,591
shares
|
$960,628
0.02% of portfolio
|
Q4 2023
Added 76.12%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,574
shares
|
$956,080
0.0% of portfolio
|
Q2 2025
Reduced 21.21%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
3,506
shares
|
$937,890
0.01% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,498
shares
|
$935,749
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,451
shares
|
$923,177
0.07% of portfolio
|
Q1 2025
Reduced 1.17%
|