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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,608
shares
|
$344,369
0.07% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
1,591
shares
|
$340,728
0.11% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,533
shares
|
$328,307
0.01% of portfolio
|
Q2 2020
Added 45.42%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,530
shares
|
$327,664
0.02% of portfolio
|
Q2 2024
Reduced 11.56%
|
|
|
Bourgeon Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
1,529
shares
|
$327,450
0.07% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
1,518
shares
|
$325,094
0.29% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
1,505
shares
|
$322,310
0.01% of portfolio
|
Q1 2025
Added 51.56%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
1,493
shares
|
$319,740
0.13% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
1,485
shares
|
$318,027
0.01% of portfolio
|
Q4 2024
Added 45.87%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,461
shares
|
$312,887
0.05% of portfolio
|
Q4 2024
Reduced 17.04%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
1,452
shares
|
$310,960
0.23% of portfolio
|
Q1 2025
Added 24.74%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Jan 23, 2025 Q4 2024 |
1,445
shares
|
$309,461
14.99% of portfolio
|
Q4 2024
Reduced 98.29%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
1,439
shares
|
$308,176
0.03% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
1,439
shares
|
$308,176
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
1,438
shares
|
$307,962
0.16% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
May 12, 2025 Q1 2025 |
1,419
shares
|
$303,893
0.12% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
1,418
shares
|
$303,678
0.04% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,417
shares
|
$303,464
0.05% of portfolio
|
Q1 2025
Added 56.4%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
1,416
shares
|
$303,250
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,411
shares
|
$302,179
0.0% of portfolio
|
Q2 2024
Added 11.81%
|
|
|
Ddd Partners, LLC
|
May 02, 2025 Q1 2025 |
1,410
shares
|
$301,965
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
1,402
shares
|
$300,252
0.03% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
1,400
shares
|
$299,824
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
1,394
shares
|
$298,539
0.11% of portfolio
|
Q1 2025
Reduced 82.19%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
1,356
shares
|
$290,400
0.03% of portfolio
|
Q1 2025
Added 7.53%
|