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 598 institutions that hold shares in the stock, with a total of 52.3 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 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
|
$1.29 Billion
3.98% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,944,979
shares
|
$1.27 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
|
$1.1 Billion
4.56% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
4,908,369
shares
|
$1.05 Billion
17.52% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,415,448
shares
|
$517 Million
0.14% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,182,703
shares
|
$467 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,509,168
shares
|
$323 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,497,299
shares
|
$321 Million
0.6% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,433,550
shares
|
$307 Million
0.02% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
985,725
shares
|
$211 Million
0.29% of portfolio
|
Q1 2025
Reduced 41.3%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
816,710
shares
|
$175 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
673,690
shares
|
$144 Million
8.67% of portfolio
|
Q4 2023
Reduced 0.94%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
653,774
shares
|
$140 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
599,558
shares
|
$128 Million
1.21% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
500,502
shares
|
$107 Million
0.54% of portfolio
|
Q4 2024
Added 49307.9%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
497,504
shares
|
$107 Million
6.86% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
480,599
shares
|
$103 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
|
$102 Million
0.04% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
459,410
shares
|
$98.4 Million
0.02% of portfolio
|
Q1 2025
Added 14.13%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
435,847
shares
|
$93.3 Million
8.99% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
415,819
shares
|
$89.1 Million
16.78% of portfolio
|
Q1 2025
Added 57.43%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
411,682
shares
|
$88.2 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
|
$87.2 Million
1.64% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
396,790
shares
|
$85 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
378,754
shares
|
$81.1 Million
0.11% of portfolio
|
Q3 2024
Added 1.89%
|