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 |
|---|---|---|---|---|---|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
72,640
shares
|
$20.4 Million
4.45% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
71,199
shares
|
$20 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
71,144
shares
|
$20 Million
9.6% of portfolio
|
Q3 2025
Added 109.46%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
65,327
shares
|
$18.4 Million
0.51% of portfolio
|
Q3 2025
Added 26.51%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
63,515
shares
|
$17.9 Million
8.3% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
62,354
shares
|
$17.5 Million
10.43% of portfolio
|
Q3 2025
Added 22.76%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
62,066
shares
|
$17.4 Million
0.59% of portfolio
|
Q2 2025
Reduced 72.56%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
61,717
shares
|
$17.3 Million
6.65% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
60,426
shares
|
$17 Million
3.75% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
58,845
shares
|
$16.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 42.82%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
58,760
shares
|
$16.5 Million
1.01% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
58,361
shares
|
$16.4 Million
1.52% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,338
shares
|
$16.4 Million
0.01% of portfolio
|
Q3 2024
Added 32.44%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
58,173
shares
|
$16.4 Million
2.78% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
56,639
shares
|
$15.9 Million
0.58% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
55,325
shares
|
$15.6 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
54,884
shares
|
$15.4 Million
0.94% of portfolio
|
Q3 2025
Reduced 51.54%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
52,003
shares
|
$14.6 Million
5.68% of portfolio
|
Q3 2025
Added 179.96%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
50,981
shares
|
$14.3 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
50,746
shares
|
$14.3 Million
0.63% of portfolio
|
Q3 2025
Reduced 17.59%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
50,736
shares
|
$14.3 Million
6.4% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
49,751
shares
|
$14 Million
0.72% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
49,490
shares
|
$13.9 Million
0.9% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
47,249
shares
|
$13.3 Million
0.16% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
46,868
shares
|
$13.2 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.13%
|