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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
75,675
shares
|
$20.2 Million
0.0% of portfolio
|
Q1 2025
Added 54.43%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
74,342
shares
|
$19.9 Million
4.39% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
63,144
shares
|
$16.9 Million
8.16% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
62,066
shares
|
$16.6 Million
0.59% of portfolio
|
Q2 2025
Reduced 72.56%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
61,717
shares
|
$16.5 Million
6.65% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
61,578
shares
|
$16.5 Million
8.45% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
59,889
shares
|
$16 Million
2.7% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
58,845
shares
|
$15.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 42.82%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
58,760
shares
|
$15.7 Million
1.01% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
58,361
shares
|
$15.6 Million
1.52% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,338
shares
|
$15.6 Million
0.01% of portfolio
|
Q3 2024
Added 32.44%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
56,639
shares
|
$15.2 Million
0.58% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
55,360
shares
|
$14.8 Million
3.29% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
55,325
shares
|
$14.8 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
52,516
shares
|
$14 Million
0.72% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
51,639
shares
|
$13.8 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
50,793
shares
|
$13.6 Million
10.94% of portfolio
|
Q2 2025
Reduced 41.52%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
50,736
shares
|
$13.6 Million
6.4% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
49,751
shares
|
$13.3 Million
0.72% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
49,490
shares
|
$13.2 Million
0.9% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
46,984
shares
|
$12.6 Million
0.16% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
46,930
shares
|
$12.6 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
45,188
shares
|
$12.1 Million
5.76% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
45,020
shares
|
$12 Million
2.45% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
43,177
shares
|
$11.6 Million
1.69% of portfolio
|
Q2 2025
Reduced 18.5%
|