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 597 institutions that hold shares in the stock, with a total of 51.9 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
415
shares
|
$88,876
0.02% of portfolio
|
Q4 2024
Reduced 41.96%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
410
shares
|
$87,805
0.01% of portfolio
|
Q1 2025
Reduced 25.45%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
391
shares
|
$83,736
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
390
shares
|
$83,522
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
371
shares
|
$79,453
0.02% of portfolio
|
Q1 2025
Added 381.82%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
363
shares
|
$77,740
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
334
shares
|
$71,529
0.07% of portfolio
|
Q1 2025
Reduced 15.87%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
317
shares
|
$67,888
0.0% of portfolio
|
Q3 2024
Added 17.84%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
307
shares
|
$65,747
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
299
shares
|
$64,033
0.0% of portfolio
|
Q3 2024
Reduced 50.08%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
286
shares
|
$61,249
0.01% of portfolio
|
Q1 2020
Added 74.83%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
255
shares
|
$54,610
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
247
shares
|
$52,897
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
232
shares
|
$49,685
0.03% of portfolio
|
Q1 2025
Added 11500.0%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
226
shares
|
$48,400
0.03% of portfolio
|
Q1 2025
Reduced 13.41%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
219
shares
|
$46,901
0.02% of portfolio
|
Q4 2024
Added 25.14%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
216
shares
|
$46,258
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
215
shares
|
$46,044
0.01% of portfolio
|
Q1 2025
Reduced 50.8%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
212
shares
|
$45,401
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
209
shares
|
$44,759
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
207
shares
|
$44,331
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
189
shares
|
$40,476
0.03% of portfolio
|
Q3 2024
Added 78.3%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
188
shares
|
$40,262
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
185
shares
|
$39,619
0.01% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
181
shares
|
$38,762
0.0% of portfolio
|
Q4 2024
New holding
|