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 597 institutions that hold shares in the stock, with a total of 51.9 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
2,649
shares
|
$567,309
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
2,539
shares
|
$543,752
0.25% of portfolio
|
Q1 2025
Added 85.33%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,538
shares
|
$543,538
0.27% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
2,512
shares
|
$537,969
0.0% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
May 07, 2025 Q1 2025 |
2,511
shares
|
$537,755
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
2,498
shares
|
$534,971
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Arch Point Investors
Coral Gables, FL |
May 15, 2025 Q1 2025 |
2,450
shares
|
$524,692
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
2,448
shares
|
$524,263
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,441
shares
|
$522,764
0.28% of portfolio
|
Q1 2025
Reduced 92.12%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
2,436
shares
|
$521,693
0.02% of portfolio
|
Q1 2025
Reduced 32.74%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
2,416
shares
|
$517,410
0.41% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
2,415
shares
|
$517,196
0.01% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
2,411
shares
|
$516,339
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,384
shares
|
$510,557
0.02% of portfolio
|
Q2 2022
Reduced 2.05%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
2,365
shares
|
$506,488
0.17% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
2,358
shares
|
$504,989
0.04% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
2,351
shares
|
$503,490
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,338
shares
|
$500,706
0.22% of portfolio
|
Q1 2023
Reduced 10.9%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
2,335
shares
|
$500,063
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
2,319
shares
|
$496,637
0.2% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
2,312
shares
|
$495,137
0.0% of portfolio
|
Q1 2025
Added 9.99%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,272
shares
|
$486,571
0.11% of portfolio
|
Q2 2022
Added 9.07%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
May 12, 2025 Q1 2025 |
2,266
shares
|
$485,286
0.3% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
2,261
shares
|
$484,215
0.04% of portfolio
|
Q1 2025
Added 23.48%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
2,244
shares
|
$480,575
0.02% of portfolio
|
Q1 2025
Added 0.13%
|