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 |
|---|---|---|---|---|---|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
1,108
shares
|
$268,413
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
1,092
shares
|
$264,537
0.0% of portfolio
|
Q3 2024
Reduced 65.17%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
1,090
shares
|
$264,052
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
1,079
shares
|
$261,387
0.0% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
1,076
shares
|
$260,661
0.02% of portfolio
|
Q4 2024
Reduced 55.65%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
1,075
shares
|
$260,418
0.02% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
My Wealth Management Inc.
|
Nov 07, 2024 Q3 2024 |
1,055
shares
|
$255,573
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,052
shares
|
$254,847
0.02% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
1,033
shares
|
$250,244
0.1% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
1,024
shares
|
$248,064
0.05% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
1,023
shares
|
$247,821
0.01% of portfolio
|
Q3 2024
Reduced 37.47%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
1,018
shares
|
$246,610
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,013
shares
|
$245,399
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
999
shares
|
$242,007
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
996
shares
|
$241,281
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
975
shares
|
$236,193
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
971
shares
|
$235,224
0.04% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
955
shares
|
$231,348
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
955
shares
|
$231,348
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
953
shares
|
$230,864
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
950
shares
|
$230,137
0.17% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
933
shares
|
$226,019
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
929
shares
|
$225,050
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
926
shares
|
$224,323
0.11% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
924
shares
|
$223,839
0.01% of portfolio
|
Q4 2024
New holding
|