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 661 institutions that hold shares in the stock, with a total of 54 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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
13,234
shares
|
$3.65 Million
0.4% of portfolio
|
Q3 2025
Added 37.35%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
13,140
shares
|
$3.62 Million
0.02% of portfolio
|
Q2 2025
Added 654.74%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
13,022
shares
|
$3.59 Million
0.95% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
12,975
shares
|
$3.58 Million
1.16% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
12,824
shares
|
$3.54 Million
0.44% of portfolio
|
Q2 2025
Added 91.63%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
12,558
shares
|
$3.46 Million
0.01% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
12,161
shares
|
$3.35 Million
3.07% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
12,106
shares
|
$3.34 Million
0.03% of portfolio
|
Q3 2025
Added 120.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
12,013
shares
|
$3.31 Million
0.09% of portfolio
|
Q3 2025
Added 12.6%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
12,010
shares
|
$3.31 Million
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
11,961
shares
|
$3.3 Million
0.3% of portfolio
|
Q3 2025
Added 98.46%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
11,862
shares
|
$3.27 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
11,821
shares
|
$3.26 Million
1.49% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
11,701
shares
|
$3.23 Million
0.05% of portfolio
|
Q3 2025
Added 288.48%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
11,635
shares
|
$3.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
11,592
shares
|
$3.2 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
11,533
shares
|
$3.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
11,439
shares
|
$3.15 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.02%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 09, 2025 Q3 2025 |
11,422
shares
|
$3.15 Million
1.74% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
11,344
shares
|
$3.13 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
11,323
shares
|
$3.12 Million
0.19% of portfolio
|
Q2 2025
Reduced 12.53%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
11,298
shares
|
$3.11 Million
0.08% of portfolio
|
Q3 2025
Reduced 54.04%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
10,765
shares
|
$2.97 Million
9.12% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
10,756
shares
|
$2.96 Million
2.99% of portfolio
|
Q2 2025
Added 18.02%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
10,642
shares
|
$2.93 Million
0.0% of portfolio
|
Q1 2025
Added 34.64%
|