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 546 institutions that hold shares in the stock, with a total of 50.2 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
3,799
shares
|
$920,307
0.03% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,788
shares
|
$917,643
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,743
shares
|
$906,741
0.06% of portfolio
|
Q4 2024
Added 20.63%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
3,694
shares
|
$894,871
0.1% of portfolio
|
Q3 2024
Added 46.88%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
3,680
shares
|
$891,480
0.38% of portfolio
|
Q1 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
3,669
shares
|
$888,815
0.01% of portfolio
|
Q3 2024
Added 237.22%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,639
shares
|
$881,547
0.37% of portfolio
|
Q4 2022
Reduced 6.64%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
3,622
shares
|
$877,429
0.03% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,591
shares
|
$869,919
0.02% of portfolio
|
Q4 2023
Added 76.12%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,569
shares
|
$864,590
0.05% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
3,520
shares
|
$852,720
0.08% of portfolio
|
Q3 2024
Reduced 12.76%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
3,505
shares
|
$849,086
0.29% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
3,492
shares
|
$845,937
0.06% of portfolio
|
Q3 2024
Reduced 41.35%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
3,485
shares
|
$844,241
0.5% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
3,430
shares
|
$830,917
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
3,377
shares
|
$818,078
0.01% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,346
shares
|
$810,568
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
3,340
shares
|
$809,115
0.18% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
3,238
shares
|
$784,405
0.04% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
3,191
shares
|
$773,019
0.01% of portfolio
|
Q3 2024
Added 115.17%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
3,187
shares
|
$772,050
0.2% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
3,139
shares
|
$760,422
0.55% of portfolio
|
Q3 2024
Added 15.57%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
3,110
shares
|
$753,397
0.03% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
3,056
shares
|
$740,316
0.02% of portfolio
|
Q3 2024
Added 23.93%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,030
shares
|
$734,017
0.01% of portfolio
|
Q3 2023
Reduced 5.87%
|