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 664 institutions that hold shares in the stock, with a total of 53.9 Million shares, which have been reported (via 13F filing form) to have a value of $14.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
17,715
shares
|
$4.88 Million
1.77% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
17,612
shares
|
$4.85 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
17,220
shares
|
$4.75 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
17,157
shares
|
$4.73 Million
4.47% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,079
shares
|
$4.71 Million
0.01% of portfolio
|
Q3 2023
Reduced 3.57%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
17,036
shares
|
$4.7 Million
0.08% of portfolio
|
Q3 2025
Reduced 18.78%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
16,728
shares
|
$4.61 Million
2.28% of portfolio
|
Q3 2025
Reduced 23.96%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
16,372
shares
|
$4.51 Million
1.61% of portfolio
|
Q3 2025
Reduced 51.51%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
16,243
shares
|
$4.48 Million
2.38% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
15,719
shares
|
$4.33 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
15,531
shares
|
$4.28 Million
1.46% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
15,519
shares
|
$4.28 Million
0.39% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
15,255
shares
|
$4.21 Million
0.02% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
15,060
shares
|
$4.15 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
14,674
shares
|
$4.05 Million
0.27% of portfolio
|
Q2 2023
Added 1.76%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
14,674
shares
|
$4.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
14,460
shares
|
$3.99 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
14,332
shares
|
$3.95 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
14,273
shares
|
$3.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 41.62%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
14,215
shares
|
$3.92 Million
0.0% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
14,198
shares
|
$3.91 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.47%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
13,840
shares
|
$3.82 Million
0.6% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Stokes Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
13,535
shares
|
$3.73 Million
0.9% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
13,438
shares
|
$3.7 Million
1.14% of portfolio
|
Q3 2025
Reduced 12.19%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
13,422
shares
|
$3.7 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.77%
|