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 602 institutions that hold shares in the stock, with a total of 52.7 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chb Investment Group, LLC
New Hope, PA |
Apr 17, 2025 Q1 2025 |
11,621
shares
|
$2.49 Million
1.3% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
11,606
shares
|
$2.49 Million
0.05% of portfolio
|
Q1 2025
Reduced 46.89%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
11,473
shares
|
$2.46 Million
0.19% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
11,302
shares
|
$2.42 Million
2.55% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Apr 22, 2025 Q1 2025 |
11,239
shares
|
$2.41 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
11,174
shares
|
$2.39 Million
1.09% of portfolio
|
Q4 2024
Added 20.36%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
11,138
shares
|
$2.39 Million
0.21% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
10,765
shares
|
$2.31 Million
9.12% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
10,642
shares
|
$2.28 Million
0.0% of portfolio
|
Q1 2025
Added 34.64%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
10,583
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
10,569
shares
|
$2.26 Million
0.09% of portfolio
|
Q1 2025
Added 23.05%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,206
shares
|
$2.19 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
10,136
shares
|
$2.17 Million
0.01% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,913
shares
|
$2.12 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
9,907
shares
|
$2.12 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
9,901
shares
|
$2.12 Million
1.73% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
9,828
shares
|
$2.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
9,730
shares
|
$2.08 Million
0.59% of portfolio
|
Q1 2025
Added 397.7%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
9,613
shares
|
$2.06 Million
1.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
9,575
shares
|
$2.05 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
9,443
shares
|
$2.02 Million
0.07% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
9,404
shares
|
$2.01 Million
1.17% of portfolio
|
Q1 2025
Added 47.01%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
9,308
shares
|
$1.99 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
9,114
shares
|
$1.95 Million
2.53% of portfolio
|
Q1 2025
Added 52.71%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,041
shares
|
$1.94 Million
0.07% of portfolio
|
Q4 2024
Added 31.35%
|