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 601 institutions that hold shares in the stock, with a total of 52.6 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
44,450
shares
|
$11.2 Million
2.33% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
44,357
shares
|
$11.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
43,456
shares
|
$10.9 Million
0.14% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
42,675
shares
|
$10.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
42,674
shares
|
$10.7 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
42,089
shares
|
$10.6 Million
2.61% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
41,428
shares
|
$10.4 Million
3.04% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
39,644
shares
|
$9.96 Million
0.75% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
38,000
shares
|
$9.54 Million
3.26% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
626 Financial, LLC
|
Jul 23, 2025 Q2 2025 |
37,250
shares
|
$9.35 Million
4.92% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
36,490
shares
|
$9.16 Million
0.01% of portfolio
|
Q1 2025
Added 189.3%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
35,537
shares
|
$8.92 Million
5.55% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
35,060
shares
|
$8.8 Million
0.28% of portfolio
|
Q4 2024
Added 256.95%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
34,601
shares
|
$8.69 Million
3.7% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
33,923
shares
|
$8.52 Million
2.46% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
33,882
shares
|
$8.51 Million
0.0% of portfolio
|
Q1 2025
Added 804.97%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
33,838
shares
|
$8.5 Million
0.77% of portfolio
|
Q4 2024
Added 2154.36%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
33,767
shares
|
$8.48 Million
2.82% of portfolio
|
Q2 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
33,073
shares
|
$8.3 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
32,797
shares
|
$8.24 Million
3.13% of portfolio
|
Q2 2024
Reduced 9.42%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
32,446
shares
|
$8.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
32,068
shares
|
$8.05 Million
0.19% of portfolio
|
Q1 2025
Reduced 26.71%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
31,854
shares
|
$8 Million
0.59% of portfolio
|
Q2 2025
Added 17.97%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
31,185
shares
|
$7.83 Million
3.71% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
31,145
shares
|
$7.82 Million
2.68% of portfolio
|
Q1 2025
Reduced 54.22%
|