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 601 institutions that hold shares in the stock, with a total of 52.6 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
1,638
shares
|
$411,318
0.09% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
1,591
shares
|
$399,516
0.11% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
1,574
shares
|
$395,247
0.31% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,553
shares
|
$389,973
0.07% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,533
shares
|
$384,951
0.01% of portfolio
|
Q2 2020
Added 45.42%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,530
shares
|
$384,198
0.03% of portfolio
|
Q2 2024
Reduced 11.56%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
1,530
shares
|
$384,198
0.08% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
1,505
shares
|
$377,920
0.01% of portfolio
|
Q1 2025
Added 51.56%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
1,485
shares
|
$372,898
0.01% of portfolio
|
Q4 2024
Added 45.87%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,461
shares
|
$366,871
0.05% of portfolio
|
Q4 2024
Reduced 17.04%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
1,452
shares
|
$364,611
0.23% of portfolio
|
Q1 2025
Added 24.74%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
1,448
shares
|
$363,607
0.13% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Jan 23, 2025 Q4 2024 |
1,445
shares
|
$362,853
14.99% of portfolio
|
Q4 2024
Reduced 98.29%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
1,440
shares
|
$361,598
0.16% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
1,439
shares
|
$361,347
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
1,439
shares
|
$361,347
0.03% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
1,420
shares
|
$356,576
0.02% of portfolio
|
Q2 2025
Added 15.07%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
1,419
shares
|
$356,325
0.13% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
1,418
shares
|
$356,073
0.04% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,417
shares
|
$355,822
0.05% of portfolio
|
Q1 2025
Added 56.4%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
1,416
shares
|
$355,571
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,411
shares
|
$354,316
0.0% of portfolio
|
Q2 2024
Added 11.81%
|
|
|
Ddd Partners, LLC
|
May 02, 2025 Q1 2025 |
1,410
shares
|
$354,065
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,403
shares
|
$352,307
0.03% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
1,402
shares
|
$352,056
0.03% of portfolio
|
Q2 2025
New holding
|