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 531 institutions that hold shares in the stock, with a total of 49.9 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
34,888
shares
|
$8.12 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
34,718
shares
|
$8.08 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
33,948
shares
|
$7.9 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
33,815
shares
|
$7.87 Million
0.19% of portfolio
|
Q3 2024
Added 365.77%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
33,717
shares
|
$7.85 Million
3.09% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
32,521
shares
|
$7.57 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Nov 01, 2024 Q3 2024 |
32,111
shares
|
$7.47 Million
5.82% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
30,968
shares
|
$7.21 Million
0.08% of portfolio
|
Q3 2024
Reduced 55.14%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
30,645
shares
|
$7.13 Million
1.75% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
30,486
shares
|
$7.1 Million
0.27% of portfolio
|
Q2 2024
Reduced 37.39%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
30,279
shares
|
$7.05 Million
5.99% of portfolio
|
Q3 2022
Reduced 0.92%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
29,962
shares
|
$6.97 Million
3.81% of portfolio
|
Q3 2024
Added 1619.98%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
29,851
shares
|
$6.95 Million
3.72% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
29,001
shares
|
$6.75 Million
0.01% of portfolio
|
Q3 2024
Added 592.81%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
28,961
shares
|
$6.74 Million
1.82% of portfolio
|
Q3 2024
Reduced 33.42%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
28,047
shares
|
$6.53 Million
3.46% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
27,845
shares
|
$6.48 Million
0.07% of portfolio
|
Q4 2022
Reduced 0.05%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
26,864
shares
|
$6.25 Million
0.57% of portfolio
|
Q3 2024
Added 13.7%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
26,607
shares
|
$6.19 Million
2.96% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
26,335
shares
|
$6.13 Million
0.26% of portfolio
|
Q3 2024
Reduced 11.23%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
25,905
shares
|
$6.03 Million
0.18% of portfolio
|
Q3 2024
Reduced 38.61%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
25,734
shares
|
$5.99 Million
0.48% of portfolio
|
Q2 2024
Reduced 22.59%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
25,276
shares
|
$5.88 Million
0.97% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
24,375
shares
|
$5.67 Million
2.61% of portfolio
|
Q2 2023
Reduced 47.36%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
23,694
shares
|
$5.52 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.26%
|