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 546 institutions that hold shares in the stock, with a total of 50.2 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
25,276
shares
|
$6.12 Million
0.97% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
24,375
shares
|
$5.9 Million
2.61% of portfolio
|
Q2 2023
Reduced 47.36%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
23,669
shares
|
$5.73 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
21,951
shares
|
$5.32 Million
0.72% of portfolio
|
Q4 2024
Added 31.01%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
21,851
shares
|
$5.29 Million
0.11% of portfolio
|
Q4 2024
Added 61.19%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
21,829
shares
|
$5.29 Million
0.11% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
21,723
shares
|
$5.26 Million
0.41% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
21,694
shares
|
$5.26 Million
0.21% of portfolio
|
Q3 2024
Reduced 8.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
20,866
shares
|
$5.05 Million
0.15% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
20,826
shares
|
$5.05 Million
0.05% of portfolio
|
Q3 2024
Reduced 93.41%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
20,622
shares
|
$5 Million
2.2% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
20,559
shares
|
$4.98 Million
3.59% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
20,493
shares
|
$4.96 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
19,950
shares
|
$4.83 Million
3.74% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
19,728
shares
|
$4.78 Million
0.97% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
19,603
shares
|
$4.75 Million
1.7% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
19,602
shares
|
$4.75 Million
0.18% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
19,366
shares
|
$4.69 Million
2.1% of portfolio
|
Q3 2024
Reduced 36.16%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
18,944
shares
|
$4.59 Million
0.11% of portfolio
|
Q4 2024
Added 41.7%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
18,924
shares
|
$4.58 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
18,897
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2024
Added 212.35%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
18,830
shares
|
$4.56 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
18,738
shares
|
$4.54 Million
1.3% of portfolio
|
Q4 2020
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
18,386
shares
|
$4.45 Million
4.36% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,634
shares
|
$4.27 Million
0.02% of portfolio
|
Q3 2024
New holding
|