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 $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
2,771
shares
|
$695,825
0.23% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
2,742
shares
|
$688,543
0.02% of portfolio
|
Q1 2025
Reduced 29.6%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
2,723
shares
|
$683,772
0.0% of portfolio
|
Q1 2025
Added 89.23%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
2,715
shares
|
$681,763
0.05% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
2,708
shares
|
$680,005
0.49% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
2,707
shares
|
$679,754
0.14% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
2,695
shares
|
$676,741
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
2,649
shares
|
$665,190
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,646
shares
|
$664,437
0.3% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
2,539
shares
|
$637,568
0.25% of portfolio
|
Q1 2025
Added 85.33%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
2,529
shares
|
$635,057
0.42% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
2,512
shares
|
$630,788
0.0% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
2,500
shares
|
$627,775
0.28% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Arch Point Investors
Coral Gables, FL |
May 15, 2025 Q1 2025 |
2,450
shares
|
$615,219
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
2,448
shares
|
$614,717
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,441
shares
|
$612,959
0.28% of portfolio
|
Q1 2025
Reduced 92.12%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
2,436
shares
|
$611,703
0.02% of portfolio
|
Q1 2025
Reduced 32.74%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
2,415
shares
|
$606,430
0.01% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
2,411
shares
|
$605,426
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
2,393
shares
|
$600,906
0.46% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,384
shares
|
$598,646
0.02% of portfolio
|
Q2 2022
Reduced 2.05%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
2,365
shares
|
$593,875
0.17% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
2,351
shares
|
$590,359
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,338
shares
|
$587,095
0.22% of portfolio
|
Q1 2023
Reduced 10.9%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
2,312
shares
|
$580,566
0.0% of portfolio
|
Q1 2025
Added 9.99%
|