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 531 institutions that hold shares in the stock, with a total of 49.9 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
1,530
shares
|
$356,122
0.15% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Bourgeon Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
1,525
shares
|
$354,959
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
1,501
shares
|
$349,372
0.06% of portfolio
|
Q3 2024
Reduced 95.9%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
1,435
shares
|
$334,010
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
1,435
shares
|
$334,010
0.19% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,433
shares
|
$333,545
0.0% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
1,421
shares
|
$330,751
0.08% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
1,419
shares
|
$330,286
0.13% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
1,416
shares
|
$329,588
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
1,414
shares
|
$329,122
0.04% of portfolio
|
Q3 2024
Reduced 15.33%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
1,412
shares
|
$328,657
0.16% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,411
shares
|
$328,424
0.0% of portfolio
|
Q2 2024
Added 11.81%
|
|
|
Ddd Partners, LLC
|
Nov 12, 2024 Q3 2024 |
1,410
shares
|
$328,191
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
1,400
shares
|
$325,864
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
1,397
shares
|
$325,165
0.01% of portfolio
|
Q3 2024
Reduced 50.57%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
1,383
shares
|
$321,907
0.0% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
1,380
shares
|
$321,208
0.07% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
1,377
shares
|
$320,510
0.04% of portfolio
|
Q3 2024
Added 42.55%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,373
shares
|
$319,579
0.02% of portfolio
|
Q2 2023
Reduced 12.71%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,361
shares
|
$316,786
0.02% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,349
shares
|
$313,993
0.01% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
1,347
shares
|
$313,527
0.12% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
1,324
shares
|
$308,174
0.01% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
1,322
shares
|
$307,708
0.22% of portfolio
|
Q3 2024
Added 1080.36%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
1,312
shares
|
$305,381
0.02% of portfolio
|
Q3 2024
Reduced 1.06%
|