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 |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
57
shares
|
$12,207
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
56
shares
|
$11,992
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
40
shares
|
$8,566
0.0% of portfolio
|
Q4 2023
Reduced 83.33%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
36
shares
|
$7,709
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
34
shares
|
$7,281
0.0% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
31
shares
|
$6,638
0.0% of portfolio
|
Q1 2025
Reduced 13.89%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
25
shares
|
$5,354
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
22
shares
|
$4,711
0.0% of portfolio
|
Q4 2021
Reduced 76.84%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
20
shares
|
$4,283
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
20
shares
|
$4,283
0.0% of portfolio
|
Q2 2022
Reduced 47.37%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
19
shares
|
$4,069
0.0% of portfolio
|
Q1 2025
Reduced 96.93%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
19
shares
|
$4,069
0.0% of portfolio
|
Q4 2024
Reduced 24.0%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
19
shares
|
$4,069
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
19
shares
|
$4,069
0.01% of portfolio
|
Q1 2025
Added 58.33%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
14
shares
|
$2,998
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
13
shares
|
$2,784
0.0% of portfolio
|
Q3 2022
Reduced 27.78%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
13
shares
|
$2,784
0.0% of portfolio
|
Q3 2022
Reduced 27.78%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
3
shares
|
$642
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
2
shares
|
$428
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|