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 619 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $13.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
6,102,300
shares
|
$1.58 Billion
3.95% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,944,979
shares
|
$1.54 Billion
3.41% of portfolio
|
Q2 2023
Reduced 2.57%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
5,027,841
shares
|
$1.3 Billion
5.08% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
4,817,814
shares
|
$1.25 Billion
18.31% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,408,984
shares
|
$624 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,209,077
shares
|
$572 Million
0.04% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,196,699
shares
|
$569 Million
0.19% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,496,630
shares
|
$388 Million
0.55% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,286,847
shares
|
$333 Million
0.02% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
937,852
shares
|
$243 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
679,015
shares
|
$176 Million
0.04% of portfolio
|
Q2 2025
Added 87.99%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
673,690
shares
|
$174 Million
8.67% of portfolio
|
Q4 2023
Reduced 0.94%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
627,860
shares
|
$163 Million
1.32% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
Jul 17, 2025 Q2 2025 |
586,277
shares
|
$152 Million
29.35% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
582,864
shares
|
$151 Million
0.22% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
505,791
shares
|
$131 Million
0.36% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
491,459
shares
|
$127 Million
0.02% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
474,099
shares
|
$123 Million
2.78% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
473,945
shares
|
$123 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
471,888
shares
|
$122 Million
0.45% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
447,463
shares
|
$116 Million
17.5% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
435,847
shares
|
$113 Million
8.99% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
400,610
shares
|
$104 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
378,754
shares
|
$98.1 Million
0.11% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
378,684
shares
|
$98.1 Million
1.7% of portfolio
|
Q2 2025
Reduced 7.01%
|