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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
2,855
shares
|
$763,741
0.03% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
2,847
shares
|
$761,600
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
2,839
shares
|
$759,460
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
2,838
shares
|
$759,193
0.05% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
2,825
shares
|
$755,715
0.45% of portfolio
|
Q1 2025
Reduced 25.7%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
2,812
shares
|
$752,238
0.25% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
2,800
shares
|
$749,028
0.05% of portfolio
|
Q4 2017
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
2,780
shares
|
$743,677
0.03% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
2,747
shares
|
$734,849
0.02% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
2,718
shares
|
$727,092
0.07% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
2,710
shares
|
$724,952
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
2,710
shares
|
$724,952
0.51% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
2,707
shares
|
$724,149
0.14% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
2,698
shares
|
$721,741
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,646
shares
|
$707,831
0.3% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
2,633
shares
|
$704,353
0.24% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
2,615
shares
|
$699,538
0.01% of portfolio
|
Q2 2025
Added 73.75%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
2,535
shares
|
$678,137
0.03% of portfolio
|
Q2 2025
Reduced 95.22%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
2,529
shares
|
$676,532
0.42% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
2,512
shares
|
$671,985
0.0% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Arch Point Investors
Coral Gables, FL |
Aug 13, 2025 Q2 2025 |
2,450
shares
|
$655,399
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,441
shares
|
$652,991
0.28% of portfolio
|
Q1 2025
Reduced 92.12%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
2,436
shares
|
$651,654
0.02% of portfolio
|
Q1 2025
Reduced 32.74%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
2,418
shares
|
$646,839
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
2,415
shares
|
$646,036
0.02% of portfolio
|
Q1 2025
Reduced 40.0%
|