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 |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
21,694
shares
|
$5.8 Million
0.23% of portfolio
|
Q3 2024
Reduced 8.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
21,378
shares
|
$5.72 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
21,371
shares
|
$5.72 Million
0.01% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
21,360
shares
|
$5.71 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
21,338
shares
|
$5.71 Million
0.13% of portfolio
|
Q2 2025
Reduced 33.46%
|
|
|
Empire Life Investments Inc.
|
Aug 14, 2025 Q2 2025 |
21,300
shares
|
$5.7 Million
0.35% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
21,275
shares
|
$5.69 Million
0.25% of portfolio
|
Q2 2025
Reduced 33.61%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,146
shares
|
$5.66 Million
0.05% of portfolio
|
Q1 2025
Reduced 93.78%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
21,072
shares
|
$5.64 Million
3.81% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
20,974
shares
|
$5.61 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
20,616
shares
|
$5.51 Million
0.49% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
20,507
shares
|
$5.49 Million
0.31% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
20,461
shares
|
$5.47 Million
3.01% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
19,906
shares
|
$5.33 Million
1.54% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
19,890
shares
|
$5.32 Million
3.39% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
19,666
shares
|
$5.26 Million
0.01% of portfolio
|
Q2 2025
Added 24.69%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
19,467
shares
|
$5.21 Million
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,342
shares
|
$5.17 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
19,165
shares
|
$5.13 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
19,109
shares
|
$5.11 Million
0.45% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
18,738
shares
|
$5.01 Million
1.3% of portfolio
|
Q4 2020
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
18,575
shares
|
$4.97 Million
1.84% of portfolio
|
Q2 2025
Added 14.34%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
18,448
shares
|
$4.94 Million
1.85% of portfolio
|
Q2 2025
Added 18.9%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
17,940
shares
|
$4.8 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
17,642
shares
|
$4.72 Million
0.08% of portfolio
|
Q2 2025
Reduced 89.16%
|