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 |
|---|---|---|---|---|---|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
1,997
shares
|
$534,217
0.28% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
1,990
shares
|
$532,344
0.23% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
1,938
shares
|
$518,434
0.37% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,920
shares
|
$513,619
0.0% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,919
shares
|
$513,351
0.08% of portfolio
|
Q2 2025
Added 35.43%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
1,900
shares
|
$508,269
0.06% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
1,873
shares
|
$501,046
0.08% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
1,852
shares
|
$495,428
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
1,841
shares
|
$492,485
0.03% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
1,841
shares
|
$492,485
0.0% of portfolio
|
Q1 2025
Reduced 33.73%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
1,840
shares
|
$492,218
0.02% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,799
shares
|
$481,250
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
1,795
shares
|
$480,180
0.0% of portfolio
|
Q2 2025
Reduced 39.3%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
1,773
shares
|
$474,295
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,765
shares
|
$472,155
0.17% of portfolio
|
Q4 2024
Reduced 13.52%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,762
shares
|
$471,352
0.01% of portfolio
|
Q2 2025
Added 46.47%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
1,750
shares
|
$468,142
0.01% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
1,741
shares
|
$465,734
0.03% of portfolio
|
Q2 2025
Reduced 23.0%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
1,736
shares
|
$464,397
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
1,734
shares
|
$463,862
0.0% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
1,686
shares
|
$451,021
0.02% of portfolio
|
Q4 2022
Reduced 22.16%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
1,686
shares
|
$451,021
0.02% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,685
shares
|
$450,754
0.03% of portfolio
|
Q2 2022
Reduced 1.12%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
1,679
shares
|
$449,149
0.34% of portfolio
|
Q4 2024
Reduced 99.57%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
1,677
shares
|
$448,614
0.11% of portfolio
|
Q2 2025
New holding
|