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 614 institutions that hold shares in the stock, with a total of 57.7 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
103
shares
|
$23,310
0.01% of portfolio
|
Q2 2021
Reduced 99.26%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
100
shares
|
$22,632
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
100
shares
|
$22,632
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
95
shares
|
$21,500
0.0% of portfolio
|
Q4 2023
Added 9400.0%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
88
shares
|
$19,916
0.0% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
85
shares
|
$19,237
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
83
shares
|
$18,784
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
83
shares
|
$18,784
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
80
shares
|
$18,105
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
77
shares
|
$17,426
0.0% of portfolio
|
Q4 2023
Reduced 79.25%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
74
shares
|
$16,747
0.01% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
70
shares
|
$15,842
0.0% of portfolio
|
Q3 2024
Added 20.69%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
68
shares
|
$15,389
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
66
shares
|
$14,937
0.0% of portfolio
|
Q4 2024
Reduced 65.26%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
60
shares
|
$13,579
0.01% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
57
shares
|
$12,900
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
50
shares
|
$11,316
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
49
shares
|
$11,089
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
40
shares
|
$9,052
0.0% of portfolio
|
Q4 2023
Reduced 83.33%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
39
shares
|
$8,826
0.0% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
36
shares
|
$8,147
0.0% of portfolio
|
Q4 2024
Reduced 63.27%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
36
shares
|
$8,147
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
34
shares
|
$7,694
0.0% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
33
shares
|
$7,468
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
26
shares
|
$5,884
0.0% of portfolio
|
Q4 2024
New holding
|