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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
7,016
shares
|
$1.5 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
6,998
shares
|
$1.5 Million
0.06% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
6,936
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
6,898
shares
|
$1.48 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
6,692
shares
|
$1.43 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
6,581
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2024
Added 119.07%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
6,299
shares
|
$1.35 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,091
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 50.9%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
6,037
shares
|
$1.29 Million
0.47% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
6,009
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
5,917
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
5,861
shares
|
$1.26 Million
0.06% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,827
shares
|
$1.25 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
5,815
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
5,635
shares
|
$1.21 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
5,602
shares
|
$1.2 Million
0.74% of portfolio
|
Q1 2025
Added 21.73%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
5,545
shares
|
$1.19 Million
0.45% of portfolio
|
Q1 2025
Reduced 46.8%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
5,518
shares
|
$1.18 Million
0.18% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
5,407
shares
|
$1.16 Million
0.11% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
5,301
shares
|
$1.14 Million
0.5% of portfolio
|
Q1 2025
Added 19.96%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,241
shares
|
$1.12 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
5,220
shares
|
$1.12 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 21, 2025 Q4 2024 |
5,110
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
5,087
shares
|
$1.09 Million
1.22% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
5,041
shares
|
$1.08 Million
0.97% of portfolio
|
Q1 2025
Reduced 2.48%
|