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 653 institutions that hold shares in the stock, with a total of 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $15.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
74
shares
|
$20,802
0.0% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
74
shares
|
$20,802
0.01% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
69
shares
|
$19,397
0.0% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
63
shares
|
$17,710
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
60
shares
|
$16,867
0.01% of portfolio
|
Q1 2025
Reduced 99.52%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
57
shares
|
$16,023
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
40
shares
|
$11,244
0.0% of portfolio
|
Q4 2023
Reduced 83.33%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
35
shares
|
$9,839
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
32
shares
|
$8,995
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
26
shares
|
$7,309
0.02% of portfolio
|
Q2 2025
Added 36.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
23
shares
|
$6,465
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
22
shares
|
$6,184
0.01% of portfolio
|
Q4 2021
Reduced 76.84%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
22
shares
|
$6,184
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
20
shares
|
$5,622
0.0% of portfolio
|
Q2 2022
Reduced 47.37%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
14
shares
|
$3,935
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
13
shares
|
$3,654
0.0% of portfolio
|
Q3 2022
Reduced 27.78%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
13
shares
|
$3,654
0.0% of portfolio
|
Q3 2022
Reduced 27.78%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
10
shares
|
$2,811
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
4
shares
|
$1,124
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
4
shares
|
$1,124
0.0% of portfolio
|
Q2 2025
Reduced 98.17%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
3
shares
|
$843
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Aug 28, 2025 Q2 2025 |
1
shares
|
$281
0.0% of portfolio
|
Q2 2025
Reduced 99.74%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|