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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
70
shares
|
$15,988
0.0% of portfolio
|
Q3 2024
Added 20.69%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
60
shares
|
$13,704
0.01% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
57
shares
|
$13,019
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
50
shares
|
$11,420
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
49
shares
|
$11,192
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
47
shares
|
$10,735
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
45
shares
|
$10,278
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
40
shares
|
$9,136
0.0% of portfolio
|
Q4 2023
Reduced 83.33%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
39
shares
|
$8,907
0.0% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
36
shares
|
$8,222
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
34
shares
|
$7,765
0.0% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Belvedere Trading LLC
|
Nov 01, 2024 Q3 2024 |
28
shares
|
$6,395
0.0% of portfolio
|
Q2 2024
Added 1485.71%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
25
shares
|
$5,710
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
22
shares
|
$5,025
0.0% of portfolio
|
Q4 2021
Reduced 76.84%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
20
shares
|
$4,568
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
20
shares
|
$4,568
0.0% of portfolio
|
Q2 2022
Reduced 47.37%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
19
shares
|
$4,339
0.0% of portfolio
|
Q3 2024
Reduced 89.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
13
shares
|
$2,969
0.0% of portfolio
|
Q3 2022
Reduced 27.78%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
13
shares
|
$2,969
0.0% of portfolio
|
Q3 2022
Reduced 27.78%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
10
shares
|
$2,284
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
7
shares
|
$1,598
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
5
shares
|
$1,142
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
4
shares
|
$913
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|