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 |
|---|---|---|---|---|---|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
45,187
shares
|
$12.7 Million
2.45% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
43,177
shares
|
$12.1 Million
1.69% of portfolio
|
Q2 2025
Reduced 18.5%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
43,060
shares
|
$12.1 Million
3.58% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
42,820
shares
|
$12 Million
5.62% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
41,341
shares
|
$11.6 Million
0.8% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
41,292
shares
|
$11.6 Million
3.87% of portfolio
|
Q2 2025
Added 1458.78%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
41,202
shares
|
$11.6 Million
3.05% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
40,059
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
39,706
shares
|
$11.2 Million
1.33% of portfolio
|
Q3 2025
Added 1298.59%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
39,301
shares
|
$11 Million
3.39% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
38,957
shares
|
$11 Million
0.06% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
38,270
shares
|
$10.8 Million
3.07% of portfolio
|
Q3 2025
Added 571.05%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
37,871
shares
|
$10.6 Million
4.41% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
37,785
shares
|
$10.6 Million
4.84% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
37,150
shares
|
$10.4 Million
2.8% of portfolio
|
Q3 2025
Added 16.89%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
37,073
shares
|
$10.4 Million
2.43% of portfolio
|
Q3 2025
Reduced 11.92%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
36,607
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 59.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
35,421
shares
|
$9.96 Million
0.21% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
35,263
shares
|
$9.91 Million
5.62% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
33,923
shares
|
$9.54 Million
2.46% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
33,143
shares
|
$9.32 Million
0.02% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
32,797
shares
|
$9.22 Million
3.13% of portfolio
|
Q2 2024
Reduced 9.42%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
32,605
shares
|
$9.17 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
32,367
shares
|
$9.1 Million
3.5% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
30,861
shares
|
$8.68 Million
0.61% of portfolio
|
Q3 2025
Reduced 3.12%
|