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 $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
967
shares
|
$242,823
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
953
shares
|
$239,307
0.01% of portfolio
|
Q1 2025
Reduced 96.7%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
950
shares
|
$238,554
0.08% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
926
shares
|
$232,527
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
890
shares
|
$223,487
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
878
shares
|
$220,474
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
877
shares
|
$220,223
0.01% of portfolio
|
Q2 2025
Added 18.83%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
837
shares
|
$210,179
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
817
shares
|
$205,156
0.0% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
801
shares
|
$201,139
0.01% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
790
shares
|
$198,376
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
714
shares
|
$179,292
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
702
shares
|
$176,279
0.01% of portfolio
|
Q1 2025
Added 31.71%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
696
shares
|
$174,772
0.09% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
626
shares
|
$157,194
0.02% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
626
shares
|
$157,194
0.04% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
626
shares
|
$157,194
0.02% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
602
shares
|
$151,168
0.03% of portfolio
|
Q3 2023
Reduced 27.03%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
567
shares
|
$142,379
0.01% of portfolio
|
Q4 2024
Reduced 58.7%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
554
shares
|
$139,114
0.0% of portfolio
|
Q1 2024
Reduced 12.06%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
548
shares
|
$137,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
535
shares
|
$134,343
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
527
shares
|
$132,334
0.07% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
500
shares
|
$125,555
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
468
shares
|
$117,519
0.02% of portfolio
|
Q1 2025
Added 73.98%
|