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 528 institutions that hold shares in the stock, with a total of 49.9 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Portfolio Strategies, Inc.
|
Nov 06, 2024 Q3 2024 |
279,293
shares
|
$63.8 Million
8.33% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
269,696
shares
|
$61.6 Million
0.14% of portfolio
|
Q3 2024
Reduced 36.48%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
266,109
shares
|
$60.8 Million
1.35% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
238,315
shares
|
$54.4 Million
1.78% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
237,700
shares
|
$54.3 Million
0.12% of portfolio
|
Q3 2024
Added 532.18%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
237,365
shares
|
$54.2 Million
0.35% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
234,524
shares
|
$53.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
232,371
shares
|
$53.1 Million
2.79% of portfolio
|
Q3 2024
Reduced 12.09%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
203,733
shares
|
$46.5 Million
0.26% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
203,216
shares
|
$46.4 Million
2.01% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
181,230
shares
|
$41.4 Million
0.27% of portfolio
|
Q3 2024
Added 18.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
179,883
shares
|
$41.1 Million
0.4% of portfolio
|
Q3 2024
Added 10.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
170,495
shares
|
$38.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 36.23%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
168,789
shares
|
$38.6 Million
16.94% of portfolio
|
Q2 2024
Added 10.21%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
165,111
shares
|
$37.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
159,054
shares
|
$36.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 25.91%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
158,850
shares
|
$36.3 Million
0.62% of portfolio
|
Q3 2024
Added 11.85%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
149,106
shares
|
$34.1 Million
0.06% of portfolio
|
Q3 2024
Added 30.4%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
148,883
shares
|
$34 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
134,625
shares
|
$30.7 Million
7.6% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
134,561
shares
|
$30.7 Million
0.38% of portfolio
|
Q3 2024
Added 325.85%
|
|
|
Svb Wealth LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
133,962
shares
|
$30.6 Million
25.16% of portfolio
|
Q3 2024
Reduced 59.98%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
125,802
shares
|
$28.7 Million
2.22% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
119,650
shares
|
$27.3 Million
8.08% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 22, 2024 Q3 2024 |
114,198
shares
|
$26.1 Million
15.71% of portfolio
|
Q3 2024
Added 0.93%
|