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 |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
189
shares
|
$47,459
0.03% of portfolio
|
Q3 2024
Added 78.3%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
188
shares
|
$47,208
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
185
shares
|
$46,455
0.01% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
181
shares
|
$45,450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
180
shares
|
$45,199
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
172
shares
|
$43,190
0.0% of portfolio
|
Q4 2024
Added 282.22%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
171
shares
|
$42,939
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
158
shares
|
$39,675
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
152
shares
|
$38,168
0.0% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
148
shares
|
$37,164
0.01% of portfolio
|
Q4 2024
Added 3600.0%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
138
shares
|
$34,653
0.01% of portfolio
|
Q1 2025
Reduced 27.75%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
135
shares
|
$33,899
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
118
shares
|
$29,630
0.0% of portfolio
|
Q2 2024
Reduced 45.87%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
105
shares
|
$26,366
0.01% of portfolio
|
Q1 2025
Reduced 18.6%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
103
shares
|
$25,864
0.01% of portfolio
|
Q2 2021
Reduced 99.26%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
101
shares
|
$25,362
0.01% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
100
shares
|
$25,111
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
100
shares
|
$25,111
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
95
shares
|
$23,855
0.0% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
95
shares
|
$23,855
0.0% of portfolio
|
Q4 2023
Added 9400.0%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
95
shares
|
$23,855
0.0% of portfolio
|
Q1 2025
Reduced 62.3%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
91
shares
|
$22,851
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
83
shares
|
$20,842
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
83
shares
|
$20,842
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
80
shares
|
$20,088
0.0% of portfolio
|
Q1 2025
New holding
|