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 |
|---|---|---|---|---|---|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
73,444
shares
|
$18 Million
6.34% of portfolio
|
Q1 2025
Added 75.55%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
68,547
shares
|
$16.8 Million
6.28% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
67,577
shares
|
$16.6 Million
8.72% of portfolio
|
Q1 2025
Added 14.21%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
67,478
shares
|
$16.6 Million
2.71% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
66,112
shares
|
$16.2 Million
1.61% of portfolio
|
Q1 2025
Added 15.54%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
63,740
shares
|
$15.6 Million
6.42% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
61,184
shares
|
$15 Million
7.96% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
58,786
shares
|
$14.4 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,338
shares
|
$14.3 Million
0.01% of portfolio
|
Q3 2024
Added 32.44%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
56,785
shares
|
$13.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 63.12%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
55,841
shares
|
$13.7 Million
7.2% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
55,360
shares
|
$13.6 Million
3.29% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
54,250
shares
|
$13.3 Million
0.71% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
54,099
shares
|
$13.3 Million
1.31% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
53,027
shares
|
$13 Million
0.62% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
52,976
shares
|
$13 Million
1.92% of portfolio
|
Q1 2025
Added 90.42%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
52,516
shares
|
$12.9 Million
0.72% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
51,027
shares
|
$12.5 Million
1.19% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
50,736
shares
|
$12.5 Million
6.4% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
49,751
shares
|
$12.2 Million
0.72% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
49,601
shares
|
$12.2 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
49,329
shares
|
$12.1 Million
0.13% of portfolio
|
Q1 2025
Added 28.31%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
48,836
shares
|
$12 Million
0.81% of portfolio
|
Q1 2025
Added 21.26%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
46,048
shares
|
$11.3 Million
3.68% of portfolio
|
Q1 2025
Reduced 23.71%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
45,188
shares
|
$11.1 Million
5.76% of portfolio
|
Q2 2025
Reduced 5.5%
|