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 654 institutions that hold shares in the stock, with a total of 53.8 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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
376,169
shares
|
$106 Million
0.18% of portfolio
|
Q2 2025
Added 29.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
345,263
shares
|
$97.1 Million
0.26% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
321,996
shares
|
$90.5 Million
4.85% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
296,539
shares
|
$83.4 Million
28.94% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
294,500
shares
|
$82.8 Million
0.14% of portfolio
|
Q2 2025
Reduced 29.83%
|
|
|
First Citizens Investor Services, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
275,704
shares
|
$77.5 Million
29.16% of portfolio
|
Q3 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
271,149
shares
|
$76.2 Million
10.25% of portfolio
|
Q2 2025
Added 20.17%
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
260,376
shares
|
$73.2 Million
8.45% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
258,491
shares
|
$72.7 Million
3.59% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
251,619
shares
|
$70.7 Million
7.17% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
240,229
shares
|
$67.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
226,275
shares
|
$63.6 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
197,634
shares
|
$55.6 Million
2.06% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
181,144
shares
|
$50.9 Million
0.08% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
172,267
shares
|
$48.4 Million
0.27% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
171,625
shares
|
$48.2 Million
0.74% of portfolio
|
Q3 2025
Reduced 8.54%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
167,617
shares
|
$47.1 Million
0.69% of portfolio
|
Q3 2025
Added 26.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
162,540
shares
|
$45.7 Million
0.61% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
154,374
shares
|
$43.4 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
152,957
shares
|
$43 Million
12.36% of portfolio
|
Q3 2025
Reduced 20.2%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
150,033
shares
|
$42.2 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
146,957
shares
|
$41.3 Million
0.95% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
142,663
shares
|
$40.1 Million
0.5% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
130,751
shares
|
$36.8 Million
2.59% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
127,249
shares
|
$35.8 Million
3.05% of portfolio
|
Q3 2025
Added 4.09%
|