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 671 institutions that hold shares in the stock, with a total of 55 Million shares, which have been reported (via 13F filing form) to have a value of $15.2 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
|
$105 Million
0.11% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
375,287
shares
|
$104 Million
2.51% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
361,057
shares
|
$99.7 Million
0.27% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
321,996
shares
|
$88.9 Million
4.85% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
296,539
shares
|
$81.9 Million
28.94% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
First Citizens Investor Services, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
275,704
shares
|
$76.1 Million
29.16% of portfolio
|
Q3 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
267,295
shares
|
$73.8 Million
10.34% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
260,376
shares
|
$71.9 Million
8.45% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
258,491
shares
|
$71.4 Million
3.59% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
251,619
shares
|
$69.5 Million
7.17% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
251,390
shares
|
$69.4 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
241,135
shares
|
$66.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
226,275
shares
|
$62.5 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
197,394
shares
|
$54.5 Million
2.33% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
172,267
shares
|
$47.6 Million
0.27% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
171,625
shares
|
$47.4 Million
0.74% of portfolio
|
Q3 2025
Reduced 8.54%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
167,617
shares
|
$46.3 Million
0.69% of portfolio
|
Q3 2025
Added 26.0%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
167,301
shares
|
$46.2 Million
2.29% of portfolio
|
Q3 2025
Added 238.05%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
164,233
shares
|
$45.3 Million
0.63% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
153,915
shares
|
$42.5 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
152,957
shares
|
$42.2 Million
12.36% of portfolio
|
Q3 2025
Reduced 20.2%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
146,957
shares
|
$40.6 Million
0.95% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
135,006
shares
|
$37.3 Million
0.54% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
130,634
shares
|
$36.1 Million
2.68% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
127,249
shares
|
$35.1 Million
3.05% of portfolio
|
Q3 2025
Added 4.09%
|
|