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 |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
1,383
shares
|
$335,031
0.0% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
1,380
shares
|
$334,305
0.07% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,373
shares
|
$332,609
0.02% of portfolio
|
Q2 2023
Reduced 12.71%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,361
shares
|
$329,702
0.02% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,349
shares
|
$326,795
0.01% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
1,347
shares
|
$326,310
0.12% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
1,324
shares
|
$320,739
0.01% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
1,322
shares
|
$320,254
0.22% of portfolio
|
Q3 2024
Added 1080.36%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
1,312
shares
|
$317,832
0.02% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
1,288
shares
|
$312,018
0.04% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
1,282
shares
|
$310,564
0.06% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,282
shares
|
$310,564
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
1,269
shares
|
$307,415
0.09% of portfolio
|
Q3 2024
Reduced 99.44%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
1,269
shares
|
$307,415
0.08% of portfolio
|
Q3 2024
Reduced 12.06%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,255
shares
|
$304,023
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
1,240
shares
|
$300,390
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,239
shares
|
$300,147
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
1,238
shares
|
$299,905
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,218
shares
|
$295,060
0.09% of portfolio
|
Q1 2024
Added 0.5%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,203
shares
|
$291,426
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
1,200
shares
|
$290,700
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
1,183
shares
|
$286,581
0.02% of portfolio
|
Q3 2024
Reduced 59.16%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
1,178
shares
|
$285,370
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
1,153
shares
|
$279,314
0.07% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,150
shares
|
$278,587
0.0% of portfolio
|
Q2 2024
New holding
|