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 |
|---|---|---|---|---|---|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
5,024
shares
|
$1.08 Million
0.23% of portfolio
|
Q3 2024
Reduced 19.37%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,865
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
4,861
shares
|
$1.04 Million
0.04% of portfolio
|
Q1 2025
Reduced 94.37%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
4,835
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,830
shares
|
$1.03 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 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
|
$988,134
0.08% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
4,560
shares
|
$976,569
0.01% of portfolio
|
Q1 2025
Reduced 75.78%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
4,523
shares
|
$968,645
0.03% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
4,522
shares
|
$968,431
0.01% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,343
shares
|
$930,096
0.78% of portfolio
|
Q1 2025
Added 63.09%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
4,272
shares
|
$914,891
0.17% of portfolio
|
Q1 2025
Added 54.34%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
4,271
shares
|
$914,677
0.04% of portfolio
|
Q1 2024
Reduced 6.01%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,192
shares
|
$897,758
0.06% of portfolio
|
Q1 2025
Added 12.0%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
4,093
shares
|
$876,556
0.25% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,077
shares
|
$873,130
0.01% of portfolio
|
Q1 2025
Added 31.86%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,987
shares
|
$853,855
0.16% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
3,939
shares
|
$843,576
0.3% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,915
shares
|
$838,436
0.01% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
3,912
shares
|
$837,793
0.14% of portfolio
|
Q1 2025
Reduced 15.83%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,887
shares
|
$832,439
0.02% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
3,866
shares
|
$827,942
0.39% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
3,828
shares
|
$819,804
0.0% of portfolio
|
Q1 2025
Reduced 26.86%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,800
shares
|
$813,808
0.0% of portfolio
|
Q1 2025
Reduced 75.38%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
3,788
shares
|
$811,238
0.0% of portfolio
|
Q2 2024
New holding
|