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 |
|---|---|---|---|---|---|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
16,056
shares
|
$3.67 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
16,055
shares
|
$3.67 Million
2.32% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
15,838
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
15,665
shares
|
$3.58 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
15,613
shares
|
$3.57 Million
0.35% of portfolio
|
Q3 2024
Added 131.82%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
15,428
shares
|
$3.52 Million
1.48% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
15,297
shares
|
$3.49 Million
0.0% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,249
shares
|
$3.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
14,969
shares
|
$3.42 Million
0.01% of portfolio
|
Q3 2024
Added 16.9%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
14,695
shares
|
$3.36 Million
2.75% of portfolio
|
Q3 2024
Added 37.35%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
14,674
shares
|
$3.35 Million
0.27% of portfolio
|
Q2 2023
Added 1.76%
|
|
|
Stokes Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
14,538
shares
|
$3.32 Million
0.84% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
14,154
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2024
Added 45.71%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
13,940
shares
|
$3.18 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,747
shares
|
$3.14 Million
0.01% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
13,674
shares
|
$3.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Oct 17, 2024 Q3 2024 |
13,627
shares
|
$3.11 Million
1.59% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
13,556
shares
|
$3.1 Million
0.07% of portfolio
|
Q3 2024
Added 33.45%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
13,486
shares
|
$3.08 Million
1.34% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
13,369
shares
|
$3.05 Million
0.08% of portfolio
|
Q3 2024
Added 51.44%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
12,976
shares
|
$2.96 Million
2.58% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
12,676
shares
|
$2.9 Million
0.01% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
12,558
shares
|
$2.87 Million
0.01% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
11,858
shares
|
$2.71 Million
0.21% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 10, 2024 Q3 2024 |
11,698
shares
|
$2.67 Million
2.02% of portfolio
|
Q3 2024
Reduced 2.75%
|