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 |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
8,309
shares
|
$1.9 Million
0.08% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
8,241
shares
|
$1.88 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
8,241
shares
|
$1.88 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,109
shares
|
$1.85 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Empire Life Investments Inc.
|
Oct 29, 2024 Q3 2024 |
8,000
shares
|
$1.83 Million
0.11% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,971
shares
|
$1.82 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,910
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Added 219.73%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
7,879
shares
|
$1.8 Million
0.17% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
7,866
shares
|
$1.8 Million
0.16% of portfolio
|
Q3 2024
Reduced 43.81%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
7,693
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,613
shares
|
$1.74 Million
0.1% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
7,577
shares
|
$1.73 Million
0.13% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
7,493
shares
|
$1.71 Million
0.94% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,481
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
7,314
shares
|
$1.67 Million
0.66% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
7,176
shares
|
$1.64 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
7,174
shares
|
$1.64 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,065
shares
|
$1.61 Million
0.08% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
7,036
shares
|
$1.61 Million
0.37% of portfolio
|
Q3 2024
Added 44.09%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
7,035
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
7,009
shares
|
$1.6 Million
0.06% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
6,948
shares
|
$1.59 Million
0.4% of portfolio
|
Q3 2024
Reduced 82.5%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,883
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2024
Added 158.76%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
6,811
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
6,681
shares
|
$1.53 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.54%
|