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 672 institutions that hold shares in the stock, with a total of 55 Million shares, which have been reported (via 13F filing form) to have a value of $15.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
32,038
shares
|
$8.84 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jan 07, 2026 Q4 2025 |
31,762
shares
|
$8.77 Million
5.8% of portfolio
|
Q4 2025
Added 3.11%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
31,549
shares
|
$8.71 Million
0.92% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
30,576
shares
|
$8.44 Million
6.79% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
30,279
shares
|
$8.36 Million
5.99% of portfolio
|
Q3 2022
Reduced 0.92%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
30,000
shares
|
$8.28 Million
0.74% of portfolio
|
Q3 2025
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
29,910
shares
|
$8.26 Million
2.82% of portfolio
|
Q3 2025
Reduced 8.8%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
29,241
shares
|
$8.07 Million
0.55% of portfolio
|
Q4 2025
Reduced 5.25%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
29,065
shares
|
$8.02 Million
3.48% of portfolio
|
Q3 2025
Reduced 12.51%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
28,967
shares
|
$8 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
27,913
shares
|
$7.71 Million
0.93% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
27,068
shares
|
$7.47 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
26,877
shares
|
$7.42 Million
1.0% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
26,623
shares
|
$7.35 Million
0.61% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
25,889
shares
|
$7.15 Million
0.19% of portfolio
|
Q3 2025
Added 18.57%
|
|
|
Providence Financial Advisors, LLC
Overland Park, KS |
Nov 07, 2025 Q3 2025 |
25,587
shares
|
$7.06 Million
6.68% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
25,328
shares
|
$6.99 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
24,851
shares
|
$6.86 Million
2.88% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
24,375
shares
|
$6.73 Million
2.61% of portfolio
|
Q2 2023
Reduced 47.36%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
23,808
shares
|
$6.57 Million
4.11% of portfolio
|
Q3 2025
Reduced 77.34%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
23,646
shares
|
$6.53 Million
2.91% of portfolio
|
Q3 2025
Added 868.7%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
23,504
shares
|
$6.49 Million
0.14% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
23,423
shares
|
$6.47 Million
0.83% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
23,094
shares
|
$6.38 Million
0.57% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
23,055
shares
|
$6.36 Million
0.01% of portfolio
|
Q3 2025
Added 7.88%
|
|