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 599 institutions that hold shares in the stock, with a total of 52.6 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
60
shares
|
$15,066
0.01% of portfolio
|
Q1 2025
Reduced 99.52%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
57
shares
|
$14,313
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
56
shares
|
$14,062
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
40
shares
|
$10,044
0.0% of portfolio
|
Q4 2023
Reduced 83.33%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
38
shares
|
$9,542
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
36
shares
|
$9,039
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
34
shares
|
$8,537
0.0% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
31
shares
|
$7,784
0.0% of portfolio
|
Q1 2025
Reduced 13.89%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
25
shares
|
$6,277
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
22
shares
|
$5,524
0.0% of portfolio
|
Q4 2021
Reduced 76.84%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
20
shares
|
$5,022
0.0% of portfolio
|
Q2 2022
Reduced 47.37%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
19
shares
|
$4,771
0.0% of portfolio
|
Q4 2024
Reduced 24.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
19
shares
|
$4,771
0.01% of portfolio
|
Q1 2025
Added 58.33%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
19
shares
|
$4,771
0.0% of portfolio
|
Q1 2025
Reduced 96.93%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
14
shares
|
$3,515
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
13
shares
|
$3,264
0.0% of portfolio
|
Q3 2022
Reduced 27.78%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
13
shares
|
$3,264
0.0% of portfolio
|
Q3 2022
Reduced 27.78%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
6
shares
|
$1,506
0.0% of portfolio
|
Q2 2025
Reduced 68.42%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
3
shares
|
$753
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
2
shares
|
$502
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|