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 529 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 $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
56,186
shares
|
$13 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
56,104
shares
|
$13 Million
7.96% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
54,446
shares
|
$12.6 Million
4.0% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
54,439
shares
|
$12.6 Million
1.3% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
51,119
shares
|
$11.8 Million
5.71% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
50,736
shares
|
$11.7 Million
6.4% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
50,658
shares
|
$11.7 Million
1.26% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
50,252
shares
|
$11.6 Million
4.88% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
49,178
shares
|
$11.4 Million
0.7% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
48,825
shares
|
$11.3 Million
2.83% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
48,744
shares
|
$11.3 Million
0.6% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
46,761
shares
|
$10.8 Million
0.75% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
45,651
shares
|
$10.6 Million
0.39% of portfolio
|
Q3 2024
Reduced 18.17%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
44,923
shares
|
$10.4 Million
0.25% of portfolio
|
Q2 2024
Added 316.45%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
44,418
shares
|
$10.3 Million
2.78% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
44,410
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2024
Added 38.64%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
44,080
shares
|
$10.2 Million
1.27% of portfolio
|
Q3 2024
Added 664.75%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
41,874
shares
|
$9.68 Million
2.9% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
41,766
shares
|
$9.66 Million
0.02% of portfolio
|
Q3 2024
Added 228.66%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
41,589
shares
|
$9.61 Million
0.0% of portfolio
|
Q3 2024
Added 3845.83%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
40,289
shares
|
$9.31 Million
0.13% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
40,070
shares
|
$9.26 Million
2.4% of portfolio
|
Q3 2024
Added 27.84%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
38,690
shares
|
$8.94 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
38,283
shares
|
$8.85 Million
3.6% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
37,542
shares
|
$8.68 Million
1.4% of portfolio
|
Q3 2024
Added 69.74%
|