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 620 institutions that hold shares in the stock, with a total of 52.9 Million shares, which have been reported (via 13F filing form) to have a value of $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
121,265
shares
|
$32.4 Million
7.77% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
120,120
shares
|
$32.1 Million
0.3% of portfolio
|
Q2 2025
Added 142.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
116,296
shares
|
$31.1 Million
0.02% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
116,215
shares
|
$31.1 Million
8.59% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
113,247
shares
|
$30.3 Million
1.24% of portfolio
|
Q2 2025
Added 97.52%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
111,713
shares
|
$29.9 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
|
$29.9 Million
2.78% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
104,017
shares
|
$27.8 Million
12.61% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
103,916
shares
|
$27.8 Million
3.44% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
103,763
shares
|
$27.8 Million
0.36% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
102,763
shares
|
$27.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
98,312
shares
|
$26.3 Million
0.02% of portfolio
|
Q2 2025
Added 31.63%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
94,439
shares
|
$25.3 Million
0.35% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
94,024
shares
|
$25.2 Million
7.52% of portfolio
|
Q2 2025
Added 28.02%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
91,566
shares
|
$24.5 Million
15.16% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
90,433
shares
|
$24.2 Million
0.12% of portfolio
|
Q2 2025
Added 13.9%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
89,597
shares
|
$24 Million
0.03% of portfolio
|
Q2 2025
Added 145.54%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
86,754
shares
|
$23.2 Million
8.2% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
85,249
shares
|
$22.8 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
83,443
shares
|
$22.3 Million
2.04% of portfolio
|
Q2 2025
Added 26.21%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
83,325
shares
|
$22.3 Million
6.04% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
80,605
shares
|
$21.6 Million
0.47% of portfolio
|
Q2 2025
Added 123.28%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
79,080
shares
|
$21.2 Million
7.51% of portfolio
|
Q2 2025
Added 15.37%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
77,781
shares
|
$20.8 Million
3.89% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
76,178
shares
|
$20.4 Million
13.6% of portfolio
|
Q2 2025
Reduced 0.17%
|