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 |
|---|---|---|---|---|---|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
3,327
shares
|
$816,778
0.17% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
3,280
shares
|
$805,240
0.19% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
3,249
shares
|
$797,629
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
3,243
shares
|
$796,156
0.0% of portfolio
|
Q1 2025
Added 18.57%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,239
shares
|
$795,174
0.03% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,201
shares
|
$785,845
0.15% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
3,046
shares
|
$747,793
0.16% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,030
shares
|
$743,865
0.01% of portfolio
|
Q3 2023
Reduced 5.87%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
3,020
shares
|
$741,410
0.01% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,013
shares
|
$739,691
0.0% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,012
shares
|
$739,446
0.01% of portfolio
|
Q2 2025
Added 246.21%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
2,995
shares
|
$735,272
0.05% of portfolio
|
Q1 2025
Reduced 95.5%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
2,969
shares
|
$728,889
0.2% of portfolio
|
Q2 2024
Added 2.63%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
2,957
shares
|
$725,943
0.0% of portfolio
|
Q1 2024
Reduced 3.65%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,946
shares
|
$723,243
0.01% of portfolio
|
Q3 2022
Added 81.07%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
2,907
shares
|
$713,668
0.05% of portfolio
|
Q2 2025
Added 23.28%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
2,882
shares
|
$707,531
0.15% of portfolio
|
Q1 2025
Reduced 31.53%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,855
shares
|
$700,902
0.03% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
2,847
shares
|
$698,938
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
2,841
shares
|
$697,465
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
2,838
shares
|
$696,729
0.05% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
2,825
shares
|
$693,537
0.45% of portfolio
|
Q1 2025
Reduced 25.7%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
2,800
shares
|
$687,400
0.05% of portfolio
|
Q4 2017
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
2,778
shares
|
$681,999
0.03% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
2,771
shares
|
$680,280
0.23% of portfolio
|
Q1 2025
Reduced 12.75%
|