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 |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
2,392
shares
|
$577,739
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,384
shares
|
$575,807
0.02% of portfolio
|
Q2 2022
Reduced 2.05%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,352
shares
|
$568,078
0.1% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,338
shares
|
$564,697
0.22% of portfolio
|
Q1 2023
Reduced 10.9%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
2,325
shares
|
$561,557
0.03% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,301
shares
|
$555,760
0.02% of portfolio
|
Q3 2024
Added 140.44%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,272
shares
|
$548,756
0.11% of portfolio
|
Q2 2022
Added 9.07%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
2,261
shares
|
$546,099
0.01% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
2,247
shares
|
$542,717
0.18% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
2,220
shares
|
$536,196
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,184
shares
|
$527,501
0.03% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Retireful, LLC
|
Nov 08, 2024 Q3 2024 |
2,169
shares
|
$523,878
0.36% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
2,131
shares
|
$514,700
0.05% of portfolio
|
Q3 2024
Reduced 89.94%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
2,129
shares
|
$514,217
0.2% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
2,126
shares
|
$513,492
0.06% of portfolio
|
Q2 2024
Reduced 11.71%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
2,126
shares
|
$513,492
0.07% of portfolio
|
Q1 2023
Reduced 0.14%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
2,125
shares
|
$513,251
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
2,123
shares
|
$512,768
0.34% of portfolio
|
Q4 2023
Reduced 3.72%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,098
shares
|
$506,729
0.08% of portfolio
|
Q3 2024
Added 34.49%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,058
shares
|
$497,068
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
2,046
shares
|
$494,170
0.45% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
2,041
shares
|
$492,962
0.13% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,013
shares
|
$486,199
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,930
shares
|
$466,152
0.1% of portfolio
|
Q3 2024
Reduced 20.02%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
1,898
shares
|
$458,423
0.02% of portfolio
|
Q3 2024
Reduced 4.53%
|