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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
417
shares
|
$111,551
0.0% of portfolio
|
Q2 2025
Added 2094.74%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
416
shares
|
$111,284
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
415
shares
|
$111,016
0.02% of portfolio
|
Q4 2024
Reduced 41.96%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
410
shares
|
$109,679
0.01% of portfolio
|
Q1 2025
Reduced 25.45%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
391
shares
|
$104,596
0.07% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
363
shares
|
$97,106
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
360
shares
|
$96,303
0.0% of portfolio
|
Q2 2025
Reduced 65.15%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
344
shares
|
$92,023
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
334
shares
|
$89,348
0.07% of portfolio
|
Q1 2025
Reduced 15.87%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
307
shares
|
$82,125
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
299
shares
|
$79,985
0.0% of portfolio
|
Q3 2024
Reduced 50.08%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
290
shares
|
$77,577
0.0% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
247
shares
|
$66,074
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
216
shares
|
$57,782
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
212
shares
|
$56,712
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
209
shares
|
$55,909
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
207
shares
|
$55,374
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
189
shares
|
$50,559
0.03% of portfolio
|
Q3 2024
Added 78.3%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
188
shares
|
$50,291
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
185
shares
|
$49,489
0.01% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
180
shares
|
$48,151
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
172
shares
|
$46,011
0.0% of portfolio
|
Q4 2024
Added 282.22%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
166
shares
|
$44,406
0.02% of portfolio
|
Q2 2025
Reduced 26.55%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
158
shares
|
$42,266
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
148
shares
|
$39,591
0.01% of portfolio
|
Q4 2024
Added 3600.0%
|