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 575 institutions that hold shares in the stock, with a total of 52.7 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
85
shares
|
$20,145
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
83
shares
|
$19,671
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
77
shares
|
$18,249
0.0% of portfolio
|
Q4 2023
Reduced 79.25%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
74
shares
|
$17,538
0.01% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
70
shares
|
$16,590
0.0% of portfolio
|
Q3 2024
Added 20.69%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
68
shares
|
$16,116
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
60
shares
|
$14,220
0.01% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
57
shares
|
$13,509
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
50
shares
|
$11,850
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
49
shares
|
$11,613
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
40
shares
|
$9,480
0.0% of portfolio
|
Q4 2023
Reduced 83.33%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
39
shares
|
$9,243
0.0% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
36
shares
|
$8,532
0.0% of portfolio
|
Q4 2024
Reduced 63.27%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
36
shares
|
$8,532
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
34
shares
|
$8,058
0.0% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
33
shares
|
$7,821
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
26
shares
|
$6,162
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
22
shares
|
$5,214
0.01% of portfolio
|
Q4 2021
Reduced 76.84%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
20
shares
|
$4,740
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
20
shares
|
$4,740
0.0% of portfolio
|
Q2 2022
Reduced 47.37%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
19
shares
|
$4,503
0.0% of portfolio
|
Q4 2024
Reduced 24.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
13
shares
|
$3,081
0.0% of portfolio
|
Q3 2022
Reduced 27.78%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
13
shares
|
$3,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
13
shares
|
$3,081
0.0% of portfolio
|
Q3 2022
Reduced 27.78%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
13
shares
|
$3,081
0.0% of portfolio
|
Q4 2024
Reduced 73.47%
|