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 528 institutions that hold shares in the stock, with a total of 49.9 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
108,902
shares
|
$24.9 Million
0.7% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
104,714
shares
|
$23.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
104,488
shares
|
$23.9 Million
0.71% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Aug 12, 2024 Q2 2024 |
103,935
shares
|
$23.8 Million
19.14% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
103,916
shares
|
$23.7 Million
3.44% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
99,399
shares
|
$22.7 Million
6.49% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
98,488
shares
|
$22.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2024 Q3 2024 |
95,709
shares
|
$21.9 Million
11.16% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
93,108
shares
|
$21.3 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
90,280
shares
|
$20.6 Million
7.53% of portfolio
|
Q3 2024
New holding
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
84,505
shares
|
$19.3 Million
6.47% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
83,940
shares
|
$19.2 Million
0.11% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
80,415
shares
|
$18.4 Million
3.3% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
75,004
shares
|
$17.1 Million
2.12% of portfolio
|
Q3 2024
Added 59.95%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
70,655
shares
|
$16.1 Million
0.26% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
68,899
shares
|
$15.7 Million
6.73% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
68,500
shares
|
$15.7 Million
5.64% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
67,323
shares
|
$15.4 Million
7.34% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
65,293
shares
|
$14.9 Million
3.22% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
64,170
shares
|
$14.7 Million
2.03% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
61,620
shares
|
$14.1 Million
0.77% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
60,220
shares
|
$13.8 Million
8.54% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
59,613
shares
|
$13.6 Million
1.27% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
58,567
shares
|
$13.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 30.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,338
shares
|
$13.3 Million
0.01% of portfolio
|
Q3 2024
Added 32.44%
|