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 52.6 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
12,731
shares
|
$3.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 21.44%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
12,558
shares
|
$3.15 Million
0.01% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
12,549
shares
|
$3.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.42%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
11,821
shares
|
$2.97 Million
1.49% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
11,630
shares
|
$2.92 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
11,606
shares
|
$2.91 Million
0.05% of portfolio
|
Q1 2025
Reduced 46.89%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
11,473
shares
|
$2.88 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
|
$2.84 Million
2.55% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
11,217
shares
|
$2.82 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,202
shares
|
$2.81 Million
0.08% of portfolio
|
Q1 2025
Added 23.9%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
10,765
shares
|
$2.7 Million
9.12% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
10,642
shares
|
$2.67 Million
0.0% of portfolio
|
Q1 2025
Added 34.64%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
10,569
shares
|
$2.65 Million
0.09% of portfolio
|
Q1 2025
Added 23.05%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
10,498
shares
|
$2.64 Million
2.5% of portfolio
|
Q2 2025
Added 108.25%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,206
shares
|
$2.56 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
10,140
shares
|
$2.55 Million
0.9% of portfolio
|
Q2 2025
Added 38.68%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
10,136
shares
|
$2.55 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
|
$2.49 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
9,907
shares
|
$2.49 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
|
$2.49 Million
1.73% of portfolio
|
Q1 2025
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
9,896
shares
|
$2.48 Million
1.07% of portfolio
|
Q2 2025
Added 32.35%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
9,828
shares
|
$2.47 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
9,419
shares
|
$2.37 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
9,404
shares
|
$2.36 Million
1.17% of portfolio
|
Q1 2025
Added 47.01%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
9,267
shares
|
$2.33 Million
0.16% of portfolio
|
Q2 2025
Added 5.98%
|