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 529 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 $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 10, 2024 Q3 2024 |
11,698
shares
|
$2.7 Million
2.02% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
11,114
shares
|
$2.57 Million
0.21% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
10,999
shares
|
$2.54 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
10,982
shares
|
$2.54 Million
0.08% of portfolio
|
Q3 2024
Reduced 57.95%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
10,815
shares
|
$2.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
10,788
shares
|
$2.49 Million
1.25% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
10,765
shares
|
$2.49 Million
9.12% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
10,722
shares
|
$2.48 Million
0.15% of portfolio
|
Q3 2024
Reduced 22.75%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
10,661
shares
|
$2.46 Million
0.95% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
10,308
shares
|
$2.38 Million
0.05% of portfolio
|
Q3 2024
Reduced 92.28%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,206
shares
|
$2.36 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
10,111
shares
|
$2.34 Million
1.18% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,065
shares
|
$2.33 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
9,976
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,913
shares
|
$2.29 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
9,905
shares
|
$2.29 Million
0.06% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
9,844
shares
|
$2.28 Million
0.59% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
9,432
shares
|
$2.18 Million
0.08% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
9,284
shares
|
$2.15 Million
0.54% of portfolio
|
Q3 2024
Reduced 23.73%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
9,207
shares
|
$2.13 Million
0.07% of portfolio
|
Q3 2024
Added 10.73%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
9,072
shares
|
$2.1 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
9,016
shares
|
$2.08 Million
1.04% of portfolio
|
Q2 2024
Added 89.36%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
8,726
shares
|
$2.02 Million
0.07% of portfolio
|
Q3 2024
Added 86.25%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
8,665
shares
|
$2 Million
0.1% of portfolio
|
Q3 2024
Added 31.45%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
8,651
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.58%
|