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 528 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 $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
24,375
shares
|
$5.57 Million
2.61% of portfolio
|
Q2 2023
Reduced 47.36%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
23,694
shares
|
$5.41 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
21,829
shares
|
$4.99 Million
0.11% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
21,723
shares
|
$4.96 Million
0.41% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
21,694
shares
|
$4.96 Million
0.2% of portfolio
|
Q3 2024
Reduced 8.94%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
21,608
shares
|
$4.94 Million
4.25% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
20,881
shares
|
$4.77 Million
0.19% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
20,866
shares
|
$4.77 Million
0.15% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
20,826
shares
|
$4.76 Million
0.05% of portfolio
|
Q3 2024
Reduced 93.41%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
20,493
shares
|
$4.68 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
20,386
shares
|
$4.66 Million
2.06% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
20,102
shares
|
$4.59 Million
3.2% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
19,728
shares
|
$4.51 Million
0.97% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
19,603
shares
|
$4.48 Million
1.7% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
19,366
shares
|
$4.42 Million
2.1% of portfolio
|
Q3 2024
Reduced 36.16%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
18,924
shares
|
$4.32 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
18,897
shares
|
$4.32 Million
0.01% of portfolio
|
Q3 2024
Added 212.35%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
18,738
shares
|
$4.28 Million
1.3% of portfolio
|
Q4 2020
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
18,386
shares
|
$4.2 Million
4.36% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,634
shares
|
$4.03 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17,507
shares
|
$4 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
17,154
shares
|
$3.92 Million
0.09% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,079
shares
|
$3.9 Million
0.01% of portfolio
|
Q3 2023
Reduced 3.57%
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
16,755
shares
|
$3.83 Million
0.53% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
16,732
shares
|
$3.82 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.36%
|