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 654 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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
120,120
shares
|
$33.8 Million
0.3% of portfolio
|
Q2 2025
Added 142.17%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 09, 2025 Q3 2025 |
119,680
shares
|
$33.6 Million
7.83% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
116,950
shares
|
$32.9 Million
8.63% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
116,296
shares
|
$32.7 Million
0.02% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
115,835
shares
|
$32.6 Million
0.02% of portfolio
|
Q3 2025
Added 17.82%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
111,713
shares
|
$31.4 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
111,677
shares
|
$31.4 Million
2.78% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
107,101
shares
|
$30.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 24.94%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
104,307
shares
|
$29.3 Million
0.38% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
104,017
shares
|
$29.2 Million
12.61% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
103,916
shares
|
$29.2 Million
3.44% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
102,763
shares
|
$28.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
100,634
shares
|
$28.3 Million
7.84% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
97,518
shares
|
$27.4 Million
0.37% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
91,566
shares
|
$25.7 Million
15.16% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
90,433
shares
|
$25.4 Million
0.12% of portfolio
|
Q2 2025
Added 13.9%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
85,959
shares
|
$24.2 Million
2.05% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
84,412
shares
|
$23.7 Million
8.68% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
84,050
shares
|
$23.6 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
83,945
shares
|
$23.6 Million
8.18% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
83,282
shares
|
$23.4 Million
6.14% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
80,544
shares
|
$22.6 Million
0.04% of portfolio
|
Q3 2025
Added 185.11%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
80,543
shares
|
$22.6 Million
4.15% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
79,522
shares
|
$22.4 Million
14.38% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
78,616
shares
|
$22.1 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.47%
|