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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
877
shares
|
$234,606
0.01% of portfolio
|
Q2 2025
Added 18.83%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
860
shares
|
$230,058
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
848
shares
|
$226,848
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
837
shares
|
$223,905
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
826
shares
|
$220,963
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
790
shares
|
$211,332
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
779
shares
|
$208,390
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
727
shares
|
$194,479
0.0% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
714
shares
|
$191,002
0.04% of portfolio
|
Q2 2025
Added 72.97%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
696
shares
|
$186,186
0.09% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
691
shares
|
$184,849
0.02% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
683
shares
|
$182,709
0.01% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
636
shares
|
$170,136
0.02% of portfolio
|
Q2 2025
Reduced 56.47%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
602
shares
|
$161,041
0.03% of portfolio
|
Q3 2023
Reduced 27.03%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
567
shares
|
$151,678
0.01% of portfolio
|
Q4 2024
Reduced 58.7%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
567
shares
|
$151,678
0.02% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
554
shares
|
$148,200
0.0% of portfolio
|
Q1 2024
Reduced 12.06%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
535
shares
|
$143,117
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
521
shares
|
$139,372
0.0% of portfolio
|
Q2 2025
Reduced 80.87%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
500
shares
|
$133,755
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
499
shares
|
$133,487
0.01% of portfolio
|
Q2 2025
Reduced 37.7%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
468
shares
|
$125,194
0.03% of portfolio
|
Q1 2025
Added 73.98%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
450
shares
|
$120,379
0.02% of portfolio
|
Q1 2025
Added 800.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
433
shares
|
$115,831
0.0% of portfolio
|
Q3 2024
Added 37.9%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
419
shares
|
$112,086
0.0% of portfolio
|
Q1 2025
Reduced 54.36%
|