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 52.4 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 |
|---|---|---|---|---|---|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
31,139
shares
|
$7.64 Million
6.06% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
30,279
shares
|
$7.43 Million
5.99% of portfolio
|
Q3 2022
Reduced 0.92%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
29,480
shares
|
$7.24 Million
0.0% of portfolio
|
Q1 2025
Added 545.92%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
28,137
shares
|
$6.91 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
28,016
shares
|
$6.88 Million
0.77% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
27,845
shares
|
$6.84 Million
0.07% of portfolio
|
Q4 2022
Reduced 0.05%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
27,273
shares
|
$6.7 Million
2.16% of portfolio
|
Q1 2025
Reduced 16.65%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
25,462
shares
|
$6.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.04%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
25,240
shares
|
$6.2 Million
1.03% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
25,160
shares
|
$6.18 Million
1.52% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jul 17, 2025 Q2 2025 |
24,907
shares
|
$6.11 Million
5.26% of portfolio
|
Q2 2025
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
24,851
shares
|
$6.1 Million
2.88% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
24,684
shares
|
$6.06 Million
1.72% of portfolio
|
Q2 2025
Reduced 16.63%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
24,655
shares
|
$6.05 Million
0.75% of portfolio
|
Q1 2025
Added 12.32%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
24,583
shares
|
$6.04 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
24,375
shares
|
$5.98 Million
2.61% of portfolio
|
Q2 2023
Reduced 47.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
23,912
shares
|
$5.87 Million
0.06% of portfolio
|
Q1 2025
Reduced 62.07%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
23,459
shares
|
$5.76 Million
0.83% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
23,446
shares
|
$5.76 Million
2.17% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
23,361
shares
|
$5.74 Million
0.83% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
23,061
shares
|
$5.66 Million
0.5% of portfolio
|
Q1 2025
Added 15.59%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
22,093
shares
|
$5.42 Million
2.68% of portfolio
|
Q1 2025
Added 112.19%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
21,925
shares
|
$5.38 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
21,869
shares
|
$5.37 Million
0.13% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
21,694
shares
|
$5.33 Million
0.22% of portfolio
|
Q3 2024
Reduced 8.94%
|