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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
121,204
shares
|
$29.8 Million
0.84% of portfolio
|
Q4 2024
Added 16.0%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
116,215
shares
|
$28.5 Million
8.59% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
114,850
shares
|
$28.2 Million
2.58% of portfolio
|
Q1 2025
Added 18.59%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
113,247
shares
|
$27.8 Million
1.24% of portfolio
|
Q2 2025
Added 97.52%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
112,252
shares
|
$27.6 Million
0.3% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
104,017
shares
|
$25.5 Million
12.61% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
103,916
shares
|
$25.5 Million
3.44% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
103,440
shares
|
$25.4 Million
0.08% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
103,030
shares
|
$25.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
102,914
shares
|
$25.3 Million
0.0% of portfolio
|
Q1 2025
Added 77.45%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
101,901
shares
|
$25 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
99,166
shares
|
$24.3 Million
2.43% of portfolio
|
Q1 2025
Added 44.32%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
91,566
shares
|
$22.5 Million
15.16% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
87,726
shares
|
$21.5 Million
7.47% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
86,862
shares
|
$21.3 Million
13.43% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
85,249
shares
|
$20.9 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
83,325
shares
|
$20.5 Million
6.04% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
81,927
shares
|
$20.1 Million
0.28% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
80,605
shares
|
$19.8 Million
0.47% of portfolio
|
Q2 2025
Added 123.28%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
79,398
shares
|
$19.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
77,781
shares
|
$19.1 Million
3.89% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
76,178
shares
|
$18.7 Million
13.6% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
75,675
shares
|
$18.6 Million
0.0% of portfolio
|
Q1 2025
Added 54.43%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
74,690
shares
|
$18.3 Million
0.01% of portfolio
|
Q1 2025
Added 1235.42%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
74,342
shares
|
$18.3 Million
4.39% of portfolio
|
Q2 2025
Added 7.94%
|