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 668 institutions that hold shares in the stock, with a total of 54.7 Million shares, which have been reported (via 13F filing form) to have a value of $15.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
3,196
shares
|
$882,255
0.15% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
3,103
shares
|
$856,583
0.02% of portfolio
|
Q3 2025
Added 18.66%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
3,073
shares
|
$848,301
0.03% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
3,042
shares
|
$839,744
0.17% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,030
shares
|
$836,431
0.01% of portfolio
|
Q3 2023
Reduced 5.87%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
3,022
shares
|
$834,223
0.65% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
3,018
shares
|
$833,118
0.05% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
3,013
shares
|
$831,738
0.01% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
2,980
shares
|
$822,629
0.67% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
2,977
shares
|
$821,800
0.23% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
2,969
shares
|
$819,592
0.22% of portfolio
|
Q2 2024
Added 2.63%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
2,954
shares
|
$815,451
0.01% of portfolio
|
Q3 2025
Added 22.42%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,946
shares
|
$813,243
0.01% of portfolio
|
Q3 2022
Added 81.07%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
2,928
shares
|
$808,274
0.1% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
2,851
shares
|
$787,018
0.0% of portfolio
|
Q3 2025
Reduced 12.09%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
2,847
shares
|
$785,914
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
2,847
shares
|
$785,914
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
2,828
shares
|
$780,669
0.32% of portfolio
|
Q3 2025
Added 93.04%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
2,809
shares
|
$775,424
0.17% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
2,800
shares
|
$772,940
0.06% of portfolio
|
Q4 2017
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
2,779
shares
|
$767,142
0.0% of portfolio
|
Q3 2025
Reduced 16.52%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,777
shares
|
$766,590
0.31% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
2,720
shares
|
$750,856
0.07% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
2,707
shares
|
$747,267
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
|
$744,782
0.0% of portfolio
|
Q2 2025
Added 0.11%
|