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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
655
shares
|
$152,457
0.02% of portfolio
|
Q3 2023
Reduced 10.64%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
618
shares
|
$143,845
0.02% of portfolio
|
Q1 2023
Reduced 2.52%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
602
shares
|
$140,121
0.03% of portfolio
|
Q3 2023
Reduced 27.03%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
554
shares
|
$128,949
0.0% of portfolio
|
Q1 2024
Reduced 12.06%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
550
shares
|
$128,018
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
544
shares
|
$126,621
0.01% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
526
shares
|
$122,431
0.08% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
523
shares
|
$121,733
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
433
shares
|
$100,785
0.0% of portfolio
|
Q3 2024
Added 37.9%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
416
shares
|
$96,828
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
404
shares
|
$94,035
0.0% of portfolio
|
Q2 2024
Reduced 10.62%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
384
shares
|
$89,379
0.05% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
363
shares
|
$84,491
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
320
shares
|
$74,483
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
317
shares
|
$73,784
0.0% of portfolio
|
Q3 2024
Added 17.84%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
299
shares
|
$69,595
0.0% of portfolio
|
Q3 2024
Reduced 50.08%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
290
shares
|
$67,500
0.0% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
286
shares
|
$66,569
0.02% of portfolio
|
Q1 2020
Added 74.83%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
285
shares
|
$66,336
0.04% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
255
shares
|
$59,353
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
247
shares
|
$57,491
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
221
shares
|
$51,439
0.02% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
216
shares
|
$50,276
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
211
shares
|
$49,112
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
205
shares
|
$47,715
0.01% of portfolio
|
Q3 2024
Reduced 48.36%
|