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 |
---|---|---|---|---|---|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
9,114
shares
|
$2.24 Million
2.53% of portfolio
|
Q1 2025
Added 52.71%
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
9,054
shares
|
$2.22 Million
0.09% of portfolio
|
Q2 2025
Added 2.26%
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
8,950
shares
|
$2.2 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
8,938
shares
|
$2.19 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
8,897
shares
|
$2.18 Million
0.02% of portfolio
|
Q1 2025
Added 5.43%
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
8,895
shares
|
$2.18 Million
0.06% of portfolio
|
Q1 2025
Reduced 69.73%
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
8,793
shares
|
$2.16 Million
0.09% of portfolio
|
Q1 2025
Added 1.48%
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
8,569
shares
|
$2.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
8,376
shares
|
$2.06 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
8,334
shares
|
$2.05 Million
0.08% of portfolio
|
Q2 2025
Added 19.09%
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
8,221
shares
|
$2.02 Million
1.95% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
8,199
shares
|
$2.01 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
8,194
shares
|
$2.01 Million
0.1% of portfolio
|
Q1 2025
Added 42.28%
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,185
shares
|
$2.01 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.51%
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
8,032
shares
|
$1.97 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
8,012
shares
|
$1.97 Million
0.4% of portfolio
|
Q1 2025
Added 5.81%
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
7,995
shares
|
$1.96 Million
0.11% of portfolio
|
Q1 2025
Reduced 16.5%
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
7,912
shares
|
$1.94 Million
0.11% of portfolio
|
Q1 2025
Added 0.94%
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
7,879
shares
|
$1.93 Million
0.17% of portfolio
|
Q3 2022
Added 0.01%
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
7,700
shares
|
$1.89 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
7,650
shares
|
$1.88 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
7,646
shares
|
$1.88 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
7,433
shares
|
$1.82 Million
0.45% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
7,374
shares
|
$1.81 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
7,192
shares
|
$1.77 Million
0.24% of portfolio
|
Q1 2025
Added 0.11%
|