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 52.4 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
378,754
shares
|
$93 Million
0.11% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
361,190
shares
|
$88.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 22.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
334,273
shares
|
$82.1 Million
0.17% of portfolio
|
Q4 2024
Added 25.44%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 15, 2025 Q1 2025 |
297,595
shares
|
$73.1 Million
24.45% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
271,149
shares
|
$66.6 Million
10.25% of portfolio
|
Q2 2025
Added 20.17%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
264,830
shares
|
$65 Million
8.61% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
255,415
shares
|
$62.7 Million
0.01% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
248,717
shares
|
$61.1 Million
6.83% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
230,984
shares
|
$56.7 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
226,215
shares
|
$55.5 Million
1.72% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
217,277
shares
|
$53.3 Million
2.8% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
195,904
shares
|
$48.1 Million
1.87% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
191,684
shares
|
$47.1 Million
12.83% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
187,654
shares
|
$46.1 Million
0.78% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
168,212
shares
|
$41.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 42.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
162,735
shares
|
$40 Million
0.86% of portfolio
|
Q4 2024
Added 1478.73%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
158,168
shares
|
$38.8 Million
0.12% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
156,531
shares
|
$38.4 Million
0.2% of portfolio
|
Q1 2025
Reduced 17.57%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
154,832
shares
|
$38 Million
0.57% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
145,439
shares
|
$35.7 Million
0.19% of portfolio
|
Q1 2025
Added 59.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
136,644
shares
|
$33.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 23.47%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
134,367
shares
|
$33 Million
0.5% of portfolio
|
Q1 2025
Reduced 35.54%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
131,277
shares
|
$32.2 Million
2.4% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
130,423
shares
|
$32 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
121,265
shares
|
$29.8 Million
7.77% of portfolio
|
Q2 2025
Reduced 1.41%
|