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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
376,169
shares
|
$101 Million
0.18% of portfolio
|
Q2 2025
Added 29.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
345,263
shares
|
$92.4 Million
0.26% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
322,606
shares
|
$86.3 Million
4.31% of portfolio
|
Q2 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
294,500
shares
|
$78.8 Million
0.14% of portfolio
|
Q2 2025
Reduced 29.83%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
275,157
shares
|
$73.6 Million
26.43% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
271,149
shares
|
$72.5 Million
10.25% of portfolio
|
Q2 2025
Added 20.17%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
264,830
shares
|
$70.8 Million
8.61% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
248,717
shares
|
$66.5 Million
6.83% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
240,229
shares
|
$64.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
234,572
shares
|
$62.8 Million
3.23% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
226,275
shares
|
$60.5 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
197,634
shares
|
$52.9 Million
2.06% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
191,684
shares
|
$51.3 Million
12.83% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
187,654
shares
|
$50.2 Million
0.78% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
181,144
shares
|
$48.5 Million
0.08% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
162,540
shares
|
$43.5 Million
0.61% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
161,482
shares
|
$43.2 Million
0.23% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
154,374
shares
|
$41.3 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
150,033
shares
|
$40.1 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
142,694
shares
|
$38.2 Million
0.05% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
142,663
shares
|
$38.2 Million
0.5% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
136,269
shares
|
$36.5 Million
0.87% of portfolio
|
Q2 2025
Added 12.43%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
133,025
shares
|
$35.6 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
130,751
shares
|
$35 Million
2.59% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
122,248
shares
|
$32.7 Million
2.94% of portfolio
|
Q1 2025
Added 18.08%
|