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 615 institutions that hold shares in the stock, with a total of 57.7 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
2,768
shares
|
$594,787
0.12% of portfolio
|
Q4 2024
Added 115.91%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
2,765
shares
|
$594,143
0.08% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
2,735
shares
|
$587,696
0.0% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
2,712
shares
|
$582,754
0.06% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
2,705
shares
|
$581,250
0.5% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
2,705
shares
|
$581,250
0.05% of portfolio
|
Q4 2024
Added 183.25%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
2,695
shares
|
$579,101
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
2,663
shares
|
$572,225
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
2,604
shares
|
$559,547
0.05% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,565
shares
|
$551,167
0.3% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
2,512
shares
|
$539,778
0.0% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
2,510
shares
|
$539,348
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
2,506
shares
|
$538,489
0.09% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
2,498
shares
|
$536,770
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Arch Point Investors
Coral Gables, FL |
Feb 13, 2025 Q4 2024 |
2,450
shares
|
$526,456
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
2,411
shares
|
$518,075
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
2,407
shares
|
$517,216
0.42% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,384
shares
|
$512,273
0.02% of portfolio
|
Q2 2022
Reduced 2.05%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
2,365
shares
|
$508,191
0.19% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,338
shares
|
$502,389
0.22% of portfolio
|
Q1 2023
Reduced 10.9%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
2,325
shares
|
$499,596
0.03% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
2,317
shares
|
$497,876
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
2,277
shares
|
$489,281
0.03% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,272
shares
|
$488,207
0.11% of portfolio
|
Q2 2022
Added 9.07%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,249
shares
|
$483,265
0.02% of portfolio
|
Q4 2024
Reduced 2.26%
|