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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21,469
shares
|
$5.27 Million
0.14% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
21,371
shares
|
$5.25 Million
0.01% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
21,360
shares
|
$5.24 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
21,275
shares
|
$5.22 Million
0.25% of portfolio
|
Q2 2025
Reduced 33.61%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
21,174
shares
|
$5.2 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,146
shares
|
$5.19 Million
0.05% of portfolio
|
Q1 2025
Reduced 93.78%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
21,072
shares
|
$5.17 Million
3.81% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
21,032
shares
|
$5.16 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,464
shares
|
$5.02 Million
0.01% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
20,300
shares
|
$4.98 Million
0.29% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
20,159
shares
|
$4.95 Million
2.78% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
19,890
shares
|
$4.88 Million
3.39% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
19,642
shares
|
$4.82 Million
1.48% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
19,467
shares
|
$4.78 Million
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
18,797
shares
|
$4.61 Million
0.41% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Prime Buchholz LLC
Portsmouth, NH |
May 09, 2025 Q1 2025 |
18,738
shares
|
$4.6 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
18,738
shares
|
$4.6 Million
1.3% of portfolio
|
Q4 2020
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
18,540
shares
|
$4.55 Million
0.26% of portfolio
|
Q1 2025
Added 888.8%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
18,297
shares
|
$4.49 Million
3.27% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
18,053
shares
|
$4.43 Million
0.11% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
17,940
shares
|
$4.4 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
17,709
shares
|
$4.35 Million
0.0% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17,507
shares
|
$4.3 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
17,455
shares
|
$4.29 Million
0.24% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
17,220
shares
|
$4.23 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.23%
|