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 |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
1,661
shares
|
$444,334
0.32% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
1,658
shares
|
$443,531
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
1,638
shares
|
$438,181
0.04% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
1,638
shares
|
$438,181
0.09% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,617
shares
|
$432,563
0.05% of portfolio
|
Q2 2025
Added 66.7%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
1,589
shares
|
$425,073
0.12% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
1,574
shares
|
$421,060
0.31% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,553
shares
|
$415,443
0.07% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,533
shares
|
$410,092
0.01% of portfolio
|
Q2 2020
Added 45.42%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,530
shares
|
$409,290
0.03% of portfolio
|
Q2 2024
Reduced 11.56%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
1,530
shares
|
$409,290
0.08% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,529
shares
|
$409,022
0.09% of portfolio
|
Q2 2025
Added 31.58%
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
1,525
shares
|
$407,952
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,509
shares
|
$403,672
0.01% of portfolio
|
Q2 2025
Reduced 16.4%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
1,494
shares
|
$399,659
0.0% of portfolio
|
Q2 2025
Added 38.33%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,465
shares
|
$391,902
0.18% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
1,452
shares
|
$388,424
0.23% of portfolio
|
Q1 2025
Added 24.74%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
1,448
shares
|
$387,354
0.13% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Jan 23, 2025 Q4 2024 |
1,445
shares
|
$386,551
14.99% of portfolio
|
Q4 2024
Reduced 98.29%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
1,440
shares
|
$385,214
0.16% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
1,439
shares
|
$384,946
0.03% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
1,421
shares
|
$380,131
0.07% of portfolio
|
Q2 2025
Reduced 90.11%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
1,420
shares
|
$379,864
0.02% of portfolio
|
Q2 2025
Added 15.07%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
1,419
shares
|
$379,596
0.13% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,419
shares
|
$379,596
0.05% of portfolio
|
Q2 2025
Added 0.07%
|