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 52.6 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 |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
5,301
shares
|
$1.33 Million
0.5% of portfolio
|
Q1 2025
Added 19.96%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,241
shares
|
$1.32 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
5,220
shares
|
$1.31 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
5,110
shares
|
$1.28 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
|
$1.28 Million
1.22% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
5,024
shares
|
$1.26 Million
0.23% of portfolio
|
Q3 2024
Reduced 19.37%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,006
shares
|
$1.26 Million
0.07% of portfolio
|
Q2 2025
Added 19.42%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,865
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
4,861
shares
|
$1.22 Million
0.04% of portfolio
|
Q1 2025
Reduced 94.37%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,830
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
4,673
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
4,614
shares
|
$1.16 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
4,583
shares
|
$1.15 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
4,536
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
4,523
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
4,522
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,343
shares
|
$1.09 Million
0.78% of portfolio
|
Q1 2025
Added 63.09%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
4,272
shares
|
$1.07 Million
0.17% of portfolio
|
Q1 2025
Added 54.34%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
4,271
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2024
Reduced 6.01%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
4,093
shares
|
$1.03 Million
0.27% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,077
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 31.86%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,987
shares
|
$1 Million
0.16% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
3,939
shares
|
$989,122
0.3% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
3,915
shares
|
$983,095
0.0% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
3,912
shares
|
$982,342
0.14% of portfolio
|
Q1 2025
Reduced 15.83%
|