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 601 institutions that hold shares in the stock, with a total of 52.4 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
6,030,046
shares
|
$1.48 Billion
3.98% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,944,979
shares
|
$1.46 Billion
3.41% of portfolio
|
Q2 2023
Reduced 2.57%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
5,124,012
shares
|
$1.26 Billion
4.56% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
4,908,369
shares
|
$1.21 Billion
17.52% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,415,448
shares
|
$593 Million
0.14% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,189,099
shares
|
$537 Million
0.04% of portfolio
|
Q1 2025
Added 45.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,182,703
shares
|
$536 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,587,297
shares
|
$390 Million
0.57% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,222,042
shares
|
$300 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
985,725
shares
|
$242 Million
0.29% of portfolio
|
Q1 2025
Reduced 41.3%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
673,690
shares
|
$165 Million
8.67% of portfolio
|
Q4 2023
Reduced 0.94%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
599,558
shares
|
$147 Million
1.21% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
Jul 17, 2025 Q2 2025 |
586,277
shares
|
$144 Million
29.35% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
582,864
shares
|
$143 Million
0.22% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
501,013
shares
|
$123 Million
0.44% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
497,504
shares
|
$122 Million
6.86% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
480,599
shares
|
$118 Million
0.34% of portfolio
|
Q1 2025
Reduced 18.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
478,328
shares
|
$117 Million
0.04% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
459,410
shares
|
$113 Million
0.02% of portfolio
|
Q1 2025
Added 14.13%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
435,847
shares
|
$107 Million
8.99% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
419,700
shares
|
$103 Million
0.21% of portfolio
|
Q1 2025
Added 41.36%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
415,819
shares
|
$102 Million
16.78% of portfolio
|
Q1 2025
Added 57.43%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
411,682
shares
|
$101 Million
0.03% of portfolio
|
Q1 2025
Reduced 85.27%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
407,244
shares
|
$100 Million
1.64% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
396,790
shares
|
$97.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.31%
|