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 598 institutions that hold shares in the stock, with a total of 52.3 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
180
shares
|
$38,548
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
172
shares
|
$36,835
0.0% of portfolio
|
Q4 2024
Added 282.22%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
171
shares
|
$36,621
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
152
shares
|
$32,552
0.0% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
148
shares
|
$31,695
0.01% of portfolio
|
Q4 2024
Added 3600.0%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
138
shares
|
$29,554
0.01% of portfolio
|
Q1 2025
Reduced 27.75%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
135
shares
|
$28,911
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
129
shares
|
$27,626
0.01% of portfolio
|
Q4 2024
Added 41.76%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
118
shares
|
$25,270
0.0% of portfolio
|
Q2 2024
Reduced 45.87%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
103
shares
|
$22,058
0.01% of portfolio
|
Q2 2021
Reduced 99.26%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
100
shares
|
$21,416
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
100
shares
|
$21,416
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
100
shares
|
$21,416
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
95
shares
|
$20,345
0.0% of portfolio
|
Q4 2023
Added 9400.0%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
95
shares
|
$20,345
0.0% of portfolio
|
Q1 2025
Reduced 62.3%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
87
shares
|
$18,631
0.01% of portfolio
|
Q1 2025
Reduced 34.59%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
85
shares
|
$18,203
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
83
shares
|
$17,775
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
83
shares
|
$17,775
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
74
shares
|
$15,847
0.01% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
68
shares
|
$14,562
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
60
shares
|
$12,849
0.01% of portfolio
|
Q1 2025
Reduced 99.52%
|