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 |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
8,854
shares
|
$1.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 46.75%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
8,793
shares
|
$1.88 Million
0.09% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
8,744
shares
|
$1.87 Million
0.14% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
8,569
shares
|
$1.84 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
8,439
shares
|
$1.81 Million
0.02% of portfolio
|
Q4 2024
Added 68.01%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
8,376
shares
|
$1.79 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
8,346
shares
|
$1.79 Million
1.79% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
8,199
shares
|
$1.76 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
8,194
shares
|
$1.75 Million
0.1% of portfolio
|
Q1 2025
Added 42.28%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,185
shares
|
$1.75 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.51%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
8,137
shares
|
$1.74 Million
0.17% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
8,032
shares
|
$1.72 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
8,012
shares
|
$1.72 Million
0.4% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
7,912
shares
|
$1.69 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
|
$1.69 Million
0.17% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
7,700
shares
|
$1.65 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
7,650
shares
|
$1.64 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
7,646
shares
|
$1.64 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
7,477
shares
|
$1.6 Million
0.69% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
7,433
shares
|
$1.59 Million
0.45% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
7,374
shares
|
$1.58 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Whelan Financial
|
Apr 29, 2025 Q1 2025 |
7,312
shares
|
$1.57 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
7,192
shares
|
$1.54 Million
0.24% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
7,078
shares
|
$1.52 Million
0.28% of portfolio
|
Q1 2025
Reduced 22.7%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
7,036
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.51%
|